Earnings Call Insights: Xenia Hotels & Resorts (XHR) Q1 2026 Management view “We are pleased to report strong first quarter 2026 results that exceeded our expectations across all key metrics,” said (Chairman of the Board & CEO Marcel Verbaas), citing Q1 net income of $19.8 million, adjusted EBITDAre of $81.4 million, and adjusted FFO per share of $0.63. “For the first quarter, our same-property RevPAR grew 7.4%,” (CEO Verbaas) said, adding that same-property total RevPAR grew to $370.13 and that same-property hotel EBITDA margin expanded to 29.7%. “Properties achieving double-digit RevPAR growth... included Grand Hyatt Scottsdale, with RevPAR up 46.2%,” said (President & COO Barry Bloom), while noting softer Q1 performance at Loews New Orleans (lapped Super Bowl), Ritz-Carlton Pentagon City (lapped inauguration), and W Nashville (weather and “anticipated disruption”). “At quarter end, we had approximately $1.4 billion of outstanding debt,” said (Executive VP, CFO & Treasurer Atish Shah), adding “our weighted average interest rate at quarter end was 5.5%,” leverage was “approximately 4.8x,” and “total liquidity was over $600 million.” Outlook “Our RevPAR is expected to grow between 2.75% and 5.25% for the full year,” said (CFO Shah), and “total RevPAR is expected to grow between 3.75% and 6.25% for the full year.” “Our adjusted EBITDAre guidance has increased by $6 million to $266 million at the midpoint,” (CFO Shah) said, and “our AFFO per share forecast has increased by $0.06 to $1.94 at the midpoint.” “We’re trimming our prior expectation of 75 basis points of RevPAR growth from special events to a range of between 25 and 50 basis points,” (CFO Shah) said, describing lower visibility into FIFA World Cup upside due to group block “wash.” Financial results “For the first quarter of 2026, we reported net income of $19.8 million, adjusted EBITDAre of $81.4 million... and adjusted FFO per share of $0.63,” said (CEO Verbaas). “During the first quarter, we invested $15.2...

US equity indexes were mixed on Friday as earnings helped lift technology and communication services

Key PointsSandisk crushed on earnings Thursday night.

Qualcomm (NASDAQ:QCOM) Trading Down 1.4% Following Insider Selling MarketBeat

8 In 10 Chatbots Inclined To Assist Users In Planning Attacks Eight out of ten AI chatbots have been found to actively assist users in planning violent attacks, according to a new investigation by CNN and the Center for Countering Digital Hate. As Statista's Anna Fleck reports, when asked to plan violent attacks including a school shooting, an antisemitic bombing and a political assassination, platforms such as Perplexity, Meta AI and DeepSeek regularly assisted users in finding answers. Only one, Anthropic’s Claude, repeatedly discouraged users from taking action . You will find more infographics at Statista Researchers tested ten chatbots by acting as a user planning to carry out several types of violent attacks both in the United States and in Ireland, providing a European comparison. The tests were designed to reflect plans for school shootings or knife attacks, assassinations targeting politicians or bombings targeting political parties or synagogues. In over half of the responses for eight of the chatbots, the subjects were provided with advice on locations to target and weapons to use in an attack. Snapchat ’s My AI and Anthropic ’s Claude refused to offer help in 54 percent and 68 percent of cases, respectively. Claude was also the only chatbot to consistently recognize the intentions of the user and to discourage them from acting. Meanwhile, Character.AI actively encouraged violence, including suggesting that the test user “use a gun” on a health insurance CEO and physically assault a politician that the user dislikes. Tyler Durden Fri, 05/01/2026 - 16:50

The Standard & Poor's 500 index rose 0.9% this week to another closing record high as the communicat

据知情人士透露，随着市场对人工智能（AI）芯片制造商及数据中心运营商股票的需求升温，美国加州Cerebras Systems考虑通过美国IPO融资至多40亿美元（3月时表示初步寻求通过IPO融资大约20亿美元），已经获得超过100亿美元认购意向。该公司目标估值约为400亿美元，并计划最快于下周一开始正式的IPO市场推广。包括规模、估值和时机在内的上市细节仍可能发生变化。（彭博）

Cerebras Systems Inc. is seeking to raise as much as $4 billion in its initial public offering, according to people familiar with the matter, as demand for the artificial intelligence chipmaker and data center operator’s shares heats up. The Sunnyvale, California-based company is targeting a valuation of about $40 billion, the people said, asking not to be identified as the information isn’t public. Cerebras plans to begin formal marketing for the IPO as soon as Monday, the people said. The banks on the deal have already received indications of interest in excess of $10 billion worth of potential orders, the people said. It comes as shares of semiconductor stocks have soared, with the benchmark Philadelphia Stock Exchange Semiconductor Index rising 50% this year. Details of the listing including size, valuation and timing could change, the people said. A Cerebras representative declined to comment. The new target represents an increase from Cerebras’ earlier plans. The company was seeking to raise about $2 billion in the IPO, people familiar with the matter said in March. Cerebras, which had lodged confidential paperwork months after withdrawing its previous registration, filed publicly last month. Investors and megacap technology companies are rapidly accelerating their multibillion-dollar investments into building AI infrastructure. Cerebras is part of a growing cohort seeking to challenge market leader Nvidia Corp. with giant chips that can handle massive amounts of data in one go. Chief Executive Officer Andrew Feldman has said that Cerebras’ hardware runs AI models much faster than Nvidia. It also operates its own data centers. In February, Cerebras raised about $1 billion in a funding round that valued the firm at $23 billion including money raised. The funding was led by Tiger Global Management with participation from investors including Benchmark, Fidelity Management & Research Co., and Advanced Micro Devices Inc. The fresh valuation was a significant increa...

(Bloomberg) -- Cerebras Systems Inc. is seeking to raise as much as $4 billion in its initial public offering, according to people familiar with the matter, as demand for the artificial intelligence chipmaker and data center operator’s shares heats up.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefer

At Holdings Channel, we have reviewed the latest batch of the 79 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Vanguard Index Funds Mid-Cap Value Index VIPER Shs (Symbol: VUG) was held by 43 of these funds. When hedge fund managers appear to be th

(RTTNews) - Donald Trump recently announced that his administration has put forward a final bailout proposal for Spirit Airlines Inc. (SAVE), which is at risk of going out of business without immediate financial help.

Pizza Pizza Royalty press release ( PZRIF ): Q1 Adjusted EPS of C$0.216. Total system sales of C$145.83M (-3.6% Y/Y). Same-store sales decreased 4.1%. Royalty Pool sales decreased 3.6% More on Pizza Pizza Royalty Pizza Pizza Royalty Corp. (PZA:CA) Q4 2025 Earnings Call Transcript Pizza Pizza Royalty: I'm Not Taking A Bite At Current Valuations Historical earnings data for Pizza Pizza Royalty Dividend scorecard for Pizza Pizza Royalty Financial information for Pizza Pizza Royalty

Former BET Chair & CEO Debra Lee discusses the changing media landscape, why good content will always find its audience, and her new luxury handbag line. She talks with Romaine Bostick for "The Close." (Source: Bloomberg)

The Nasdaq and S&P 500 soared to fresh records Friday, cheering mostly strong earnings from tech giants and continuing to shrug off the prolonged US-Iran war that has lifted oil prices.Oil prices slid after Iranian state media reported that Iran delivered the text of a new proposal to mediator Pakistan on Thursday evening.

Concurrent Wealth Management chief investment strategist Leah Bennett joins Josh Lipton on Market Domination Overtime to discuss what investors should watch as Big Tech navigates geopolitical volatility.

Celularity ( NASDAQ: CELU ) on Friday said it has filed its annual report on Form 10-K for the year ended December 31, 2025 and regained compliance with Nasdaq listing rules requiring timely submission of financial reports. The company had received a notice on April 16 from Nasdaq indicating non-compliance due to the delayed filing, but said the matter is now closed following its April 30 submission. Chief Executive Officer Robert Hariri said the filing marks an important milestone and reflects progress in the company’s strategic transformation, including portfolio realignment and cost reductions. Celularity said recent actions include the out-licensing of its biomaterials portfolio, personnel reductions and a reduction of liabilities by about $13 million as it focuses on its core cell therapy and longevity programs. Source: Press Release More on Celularity Celularity receives Nasdaq notification Celularity secures strategic license deal worth up to $35M for biomaterials portfolio Financial information for Celularity

imaginima/E+ via Getty Images The number of oil and gas rigs actively drilling in the U.S. rose by 3 to 547, after falling during four of the previous six weeks , Baker Hughes said Friday in its latest weekly survey . The number of active drilling rigs targeting crude oil in the U.S. rose by 1 to 408 in the week ended May 1, while gas rigs also added 1 to 130, and 9 rigs were classified as miscellaneous. The total rig count was down by 37, or 6.3%, from the same time last year. The number of rigs targeting oil in the Permian Basin fell by 1 to 241, the oil rig count in the Eagle Ford added 1 to 34, and the Williston Basin remained unchanged at 28. ETFs: ( USO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ), ( UNG ), ( BOIL ), ( KOLD ), ( UNL ), ( FCG ) More on crude oil Fragmentation Within OPEC+: UAE Exit Signals Structural Shift In Oil Market Dynamics The UAE Leaves OPEC: Here's What It Could Mean Hard Assets Weekly: Bigger, Better, And Stronger Than Ever Before

闪迪 周五收高8.25%，股价创历史新高，成交255.52亿美元。 至少六家机构大幅上调闪迪目标价，最高看涨至2000美元，反映市场对其增长预期显著强化，情绪明显转向乐观。 Susquehanna将闪迪目标价从1000美元上调至2000美元。 花旗将闪迪目标价从980美元上调至1300美元。 美银全球研究将闪迪目标股价从1080美元上调至1550美元。 瑞穗将闪迪目标价从1000美元上调至1220美元。 巴克莱将闪迪目标股价从750美元上调至1200美元。 梅里厄斯研究将闪迪目标股价从1350美元上调至1500美元。 责任编辑：张俊 SF065

Maine nurses demand Maine Health cancel its contract with Palantir Technologies Maine Public

Meta Platforms Acquires Humanoid Robot Startup Assured Robot Intelligence WSJ

Earnings Call Insights: Lear Corporation (LEA) Q1 2026 Management View “We started the year strong, delivering significant increases in both revenue and earnings in the first quarter compared to last year,” said (President, CEO & Director Raymond Scott), highlighting “sales increased 5% to $5.8 billion” and “adjusted earnings per share was $3.87.” Scott pointed to new program wins and customer diversification, including “our most significant E-Systems award… with General Motors, where we will supply wire harnesses for the full-size SUV program starting late 2027,” adding, “this is a major new win for Lear on a key GM platform.” On China awards and speed-to-market, Scott said Lear secured wire harness awards with Chinese automakers that “will generate consolidated average annual revenue of $140 million… in just the first quarter,” and Seating wins that “will also generate average annual revenue of approximately $140 million, a portion of which is in our nonconsolidated joint ventures.” On Seating product momentum, Scott said “the pace of awards for our thermal comfort modularity is accelerating,” citing “4 new awards for ComfortFlex and ComfortMax seat solutions, bringing the total to 38.” On manufacturing strategy, Scott said “approximately 80% of our capital is being developed and deployed in-house, including 100% of our advanced robotics and vision systems,” and tied it to launches “from day 1 rather than implementing cost savings initiatives over the life of the program.” Cardew framed Q1 execution and tariff accounting effects, saying (Senior VP & CFO Jason Cardew) “our sales increased 5% year-over-year to $5.8 billion,” “core operating earnings were $297 million,” and “adjusted earnings per share were $3.87.” On capital return, Scott said “we repurchased $75 million of shares… putting us on pace to buy back over $300 million in the year.” Outlook Cardew said “the second quarter is trending favorably,” and management is “on a trajectory to deliver results betwee...

Marcus Lindstrom/iStock via Getty Images I'm initiating coverage of Stoke Therapeutics, Inc. ( STOK ) with a Buy rating. The reason why I'm doing so is because the company is currently in the process of evaluating the use of its antisense oligonucleotide [ASO] zorevunersen [STK-001] for the treatment of patients with Dravet Syndrome [DS] in the ongoing phase 3 EMPEROR study. The bullishness of this program is that the company stated that it is on track to complete enrollment of this late-stage trial in the 2nd half of 2026. The data to support a rolling New Drug Application [NDA] submission of this drug to treat these patients is expected in mid-2027. With that said, the company plans to initiate a rolling NDA submission of zorevunersen in the 1st half of 2027. As I will show below, the company has made the case that this drug might be able to help these patients as a disease-modifying therapy. The company presented three-year safety and efficacy data from the open-label extension [OLE] portion of the phase 1/2a study, where it was shown that zorevnuersen on top of standard of care [SOC] anti-seizure medications allowed patients to achieve durable reductions in major motor seizure frequency. On the flip side, a two-year natural history study of patients showed minimal changes; more about this below. The key point is that the company has significant data thus far to back up its claim. What remains now is whether or not it can achieve the intended endpoint in the phase 3 EMPEROR study. One main thing to note is that this program of zorevunersen and any other ASOs that target the SCN1A gene has been established as part of a collaboration agreement with Biogen ( BIIB ). Stoke received a $165 million upfront payment as part of this deal and could be eligible to earn up to an additional $385 million. Plus, the typical tiered royalties on net sales of products in respective territories. Stoke has rights in the United States, Canada, and Mexico. On the other hand, Biogen ha...

The stock market rebounded late last week after a short pause. The S&P 500 and Nasdaq are at highs while Apple and Broadcom are in buy zones.