Nick Price points out the features on Apple and Android phones that can help parents keep their children safe A crucial facility seems to be missing from the coverage of smartphones in schools – and outside ( I was wrong about the danger of smartphones in schools. It’s far, far worse than I thought, 22 April ). Parental controls, which both Apple and Android have, enable downtimes to be set to ensure phones don’t work in school. They can also set downtimes for outside school and block inappropriate apps. We use these for our 14-year-old daughter to keep her safe and manage the addictive effects of phone use. Her phone automatically switches off in school time and closes down for the day at 6.30pm. Continue reading...

Wall Street is piling into Twilio (NYSE:TWLO) after the cloud communications company posted what multiple analysts are calling its strongest quarter in three years. At least six firms raised price targets on May 1 following Q1 2026 results released April 30, with bullish targets now ranging from $192 to $225. TWLO stock is responding emphatically, ... Wall Street Floods Twilio With Price Target Hikes: Is This Truly the AI Communications Layer?

Investors look to AI demand and guidance as stock gains momentum

Palantir Technologies Faces Q1 Test With AI Momentum in Focus TradingView

Earnings Call Insights: Agnico Eagle Mines Limited (AEM) Q1 2026 Management View “We’re pleased to announce a solid start to the year with production slightly above budget and with costs in line with our guidance,” said (CEO, President & Director Ammar Al-Joundi), adding that “exceptional gold prices has allowed Agnico Eagle to announce yet another quarter of record net income driven by record operating margins.” Al-Joundi highlighted operating records across assets, citing “record mill throughput at Macassa, record development rates at Meliadine, record pit tonnage at Detour,” and said the company is “doing an excellent job controlling costs,” including structural power advantages in Ontario and Quebec and diesel hedging in Nunavut. “We delivered another strong financial quarter,” said (Executive VP of Finance & CFO James Porter), reporting “adjusted net income of approximately $1.7 billion or $3.41 per share,” “adjusted EBITDA of just over $3 billion,” and “about $730 million of free cash flow in the first quarter,” while noting the quarter included “roughly 50% of our expected 2026 cash taxes totaling $1.8 billion.” Porter said capital returns and balance sheet actions continued: “we returned approximately $375 million to shareholders through dividends and share repurchases,” and “we intend to renew the normal course issuer bid in May on substantially the same terms with an increased limit of up to $2 billion,” while ending the quarter with “approximately $2.9 billion” net cash. (Executive VP and COO of Nunavut, Quebec & Europe Dominique Girard) said Canadian Malartic reached “the first stope at East Gouldie via the ramp approximately 1 kilometer underground,” and stated that while a 2023 study envisioned mining “up to 2042,” “based on what we know now, we’re going to be mining there up to 2060, most probably.” (Executive VP and COO of Ontario, Australia & Mexico Natasha Nella Vaz) said Detour posted “a quarterly record in tonnes mined” and “a record mill through...

FREDERICA ABAN/iStock via Getty Images Performance Annualized Annualized Annualized Annualized Annualized 1Q26 1YR 3YR 5YR 7YR Since Inception (1/1/2018) TimesSquare Global Small Cap Composite (Gross) -4.58% 17.93% 9.86% 3.55% 7.26% 5.91% TimesSquare Global Small Cap Composite (Net) -4.78% 17.01% 8.97% 2.67% 6.34% 5.00% MSCI World Small Cap (Net) Index 1.36% 26.22% 13.40% 5.51% 9.10% 7.41% Click to enlarge Please see the important performance and other related disclosures at the end of this Commentary, which are an integral part of this quarterly Commentary Newsletter. In the first quarter, markets navigated a complex backdrop of geopolitical tensions and economic resilience, alongside temporary global tariffs following a Supreme Court decision. Prior to the Iran conflict, markets had reached all-time highs with lower volatility, a dynamic that reversed following U.S. and Israeli engagement. Oil prices spiked, supply chains were disrupted, financial conditions tightened, and investors shifted toward safer assets. The conflict in Iran further underscored the growing importance of national resilience, prompting a re-evaluation of global supply chains and energy dependencies and accelerating the shift away from efficiency toward resilience and strategic autonomy. Central banks largely held policy steady in response to energy-driven inflation, with both the Federal Reserve and the ECB adopting a wait-and-see approach. Meanwhile, Japan’s snap election delivered political stability and a mandate for fiscal expansion, despite ongoing concerns around long-term debt sustainability. Amidst this volatility, international equities outperformed their US peers. For the quarter, the Russell 3000’s -5% return underperformed both the MSCI EAFE (-1%) and MSCI Emerging Markets (-0.2%). Value indexes outpaced growth in both developed and emerging markets. Among global risk factors, Momentum, Liquidity, and Dividend Yield enjoyed positive performance, while Beta, Profitability, and Grow...

Renée Slegers’ team take their first-leg lead to France knowing a repeat of last season’s display will see them into a second European final in a row Arsenal will attempt to become the first British women’s club to reach back-to-back European finals on Saturday as they take a 2-1 first-leg lead to France in their semi-final against OL Lyonnes. The holders arrived in the city known as the gastronomic capital of France on Friday to pleasant May sunshine glistening off the roof of the imposing Groupama Stadium, knowing that last season’s triumph will have whet their supporters’ appetite and that they have the chance to write more history. Arsenal, 2007 European champions , won the title for the second time last May with victory over Barcelona in the final . Continue reading...

Earnings Call Insights: OFS Capital (OFS) Q1 2026 Management view “Net investment income totaled $0.18 per share, covering our distribution of $0.17 per share despite being down $0.02 per share from the prior quarter,” driven “primarily” by “a lower net interest margin,” according to (Chairman & CEO Bilal Rashid). (Chairman & CEO Rashid) said net interest margin pressure reflected “higher interest costs on our unsecured notes issued last year” and that “benchmark rate reductions by the Fed last year have lowered yields across our loan portfolio.” (Chairman & CEO Rashid) reported “our net asset value at quarter end was $8.16 per share compared to $9.19 per share in the prior quarter,” attributing the decline “primarily” to “unrealized depreciation on our CLO equity holdings driven by spread tightening in the underlying loan collateral” and “a decrease in loan prices due to overall market sentiment.” (Chairman & CEO Rashid) highlighted credit metrics and actions: “our nonaccrual investments as a percentage of our total portfolio at fair value decreased slightly quarter-over-quarter by 0.7%,” the company “exited one of our long-time nonaccrual loans,” and it “placed one small loan representing just 0.3% of the total portfolio, at fair value, on nonaccrual status.” (Chairman & CEO Rashid) reiterated a key strategic focus: “our ongoing efforts to monetize our minority equity position in Pfanstiehl,” adding it “had a fair value of approximately $80.4 million at quarter end,” and that “a successful exit could increase the likelihood of improved net investment income and reduced portfolio concentration.” (CFO & Treasurer Kyle Spina) said, “we announced that we are maintaining our quarterly distribution at $0.17 per share for the second quarter of 2026,” and added, “at March 31, our quarterly distribution rate represented a 19.2% annualized yield based on the market price of our common stock.” Outlook (CFO & Treasurer Spina) cautioned that “we continue to observe net interes...

Earnings Call Insights: Terex (TEX) Q1 2026 Management View Simon Meester (President, CEO & Director) said Terex started 2026 with “a good start for the year,” highlighting that the new Specialty Vehicle segment “was in the portfolio for 2 months of the period and already making a meaningful contribution,” while the company “grew sales by 11% on a pro forma basis” and “EPS increased 18% year-over-year to $0.98.” Meester emphasized backlog and bookings visibility, stating, “Quarter ending backlog increased to $7.1 billion,” and said Terex is “reiterating our full year outlook,” while remaining “laser-focused on execution and integration.” Meester detailed the REV integration plan and synergy targets, stating, “The REV integration is progressing as planned,” and “we are on track to realize approximately $28 million in 2026… and have line of sight to achieving a $75 million run rate within our 24-month target.” Jennifer Kong-Picarello (Senior VP & CFO) described Q1 as “in line with our expectations” and reported, “We grew sales to $1.7 billion,” with “Q1 EBITA margin… 9.9%,” while noting tariffs as a headwind: margin was “down 50 basis points… primarily driven by tariffs.” Outlook Kong-Picarello said management “reconfirm[ed] the full year 2026 outlook,” expecting “2026 sales… $7.5 billion to $8.1 billion,” “pro forma EBITDA… between $930 million and $1 billion,” and “2026 EPS between $4.50 and $5,” while adding, “we believe it is prudent to hold our 2026 outlook at this point in time.” Kong-Picarello provided modeling items, stating, “the share count for quarters 2 through 4 will be approximately 115 million,” and “approximately 25% of our full year EPS is anticipated in the second quarter.” On tariffs and price/cost, Kong-Picarello said, “From a sequential standpoint, I don't see additional headwind on our tariff,” adding the recent “change in the 232 calculation is largely offset by the IEEPA going away,” and she reiterated for Aerials, “For the rest of the year is ...

Barclays Global Chairman of Research Ajay Rajadhyaksha joins "Bloomberg Surveillance" with his outlook for markets as they trade at all time highs. He said his team was overweight risk assets last week on the belief that momentum would carry markets further but they have since turned neutral. (Source: Bloomberg)

Seven tech companies will deploy AI tools on defense networks

peterschreiber.media/iStock via Getty Images Bitcoin ( BTC-USD ) rose 3.03% on Friday, as the world's largest digital currency inched closer to the $80K mark. Crypto markets remained constrained as the Federal Reserve held rates steady, with Bitfinex analysts warning that macro conditions capped upside. They said the pause would persist “absent a clear disinflation signal,” keeping digital assets tied to broader financial conditions rather than independent momentum. Bitcoin’s struggle near $84K reflected this dynamic, with “demand…present but not persistent” and driven largely by short-term ETF and derivatives flows rather than sustained participation. Elevated oil prices and geopolitical risks compounded the issue by reinforcing inflation pressures. As analysts noted, “higher oil feeds into higher inflation expectations, which lifts yields and constrains risk assets.” Until inflation eased or the Fed signaled tolerance for rate cuts, crypto was likely to remain a macro-sensitive trade, with rallies dependent on conditional, not structural, demand. Bitcoin ( BTC-USD ) was trading at $78.6K at the time of writing. The cryptocurrency rose 12.1% in the month of April. The cryptocurrency has had a volatile start to the year, witnessing several swings over the last few months. More on Bitcoin Whale's Insight: Every New Fed Chair, Every Bitcoin Crash Bitcoin: Struggling Against Resistance In A High-Stakes Consolidation Phase Bitcoin's Options Tape Supports Recovery, But ETH Gives A Less Clean Read Cathie Wood’s BTC-to-HOOD flip: Ark buys $39M Robinhood post Q1 miss Tether plans XXI-Strike-Elektron merger; eyes full-scale BTC platform

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Wildlife cameraman for landmark BBC documentaries including The Blue Planet and Planet Earth, who was admired for his bravery and resilience in extreme environments Filming polar bears in their Arctic home requires bravery and patience. Of all the wildlife film-makers who bring images of the natural world to our TV screens, few were as courageous or boundlessly patient as Doug Allan, who would spend weeks, even months on end in this harsh environment in order to capture unique and astounding footage. His long list of credits features many of the classic television series that have captivated audiences over the past few decades, including Life in the Freezer (1993), The Blue Planet (2001), Planet Earth (2006) and Frozen Planet (2011). Continue reading...

Meta Platforms (NASDAQ:META) trades at $610.34 after a brutal selloff, while the Wall Street consensus price target sits at $855.11. That’s an implied upside of roughly 41% — one of the widest dislocations among mega-cap tech. Meta runs Facebook, Instagram, WhatsApp, Messenger, and Threads, with advertising producing nearly all revenue. The company also funds Reality ... Meta Face-Plants on CapEx Worries. Why the Move Doesn’t Make Sense

BackyardProduction/iStock Editorial via Getty Images Let's Preview STRL's Upcoming Q1 Earnings I've been covering Sterling Infrastructure, Inc. ( STRL ) stock since July 2023 , mainly with a Buy rating, having downgraded it only once in December 2024 when I saw it as too expensive at that time. I happened to be wrong, because I clearly underestimated the business's resilience and the structural demand for data center construction in the U.S. Consequently, the firm reported massive beats relative to consensus estimates, analysts turned more bullish, and the valuation dropped slightly, allowing the stock price to rip higher. I upgraded my rating back to Buy in February 2026, and since then, STRL is up by over 20%, seemingly exhibiting a lower standard deviation in its returns than most tech companies sharing similar growth drivers, such as the data center build-out. Seeking Alpha, my coverage of STRL stock STRL is now rapidly approaching its Q1 2026 earnings release date (they're going to report on May 4th after market closes). The stock is richly valued ahead of the print because the market sees the business as a mission-critical infrastructure enabler with years of future growth and structurally higher-than-earlier demand. That's quite understandable. From what I can see, STRL’s prospects still look bright, so I wouldn't be surprised to hear very positive commentary from the management team this time. Many fears regarding a potential halt in data center construction seem to be priced into the current consensus, based on earnings revisions data, so I believe the odds of another strong beat in Q1 are quite high on both the top and bottom lines. Overall, I like Sterling's medium-term future, so I remain bullish on the stock. Why Do I Think So? STRL's price action looks insanely bullish when we zoom out and compare it to the 2000-2020 period. During the previous two-decade window, Sterling was seen as a heavy-highway construction firm, and that's why the market had been...

Riot Platforms Stock Pops as Bitcoin Miner Reports Data Center Revenue, Doubled AMD Deal Decrypt

EyeWorld Weekly, May 1, 2026 EyeWorld

Nebius will acquire Eigen AI in a stock-and-cash deal to boost Nvidia chip performance for AI inference workloads.

Will Nvidia (NVDA) Beat Estimates Again in Its Next Earnings Report? Yahoo Finance

Venezuela's oil exports jump to highest since 2018, with more sales to US, India Reuters

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Spirit Aviation Holdings is laying the groundwork to shutter its operations as it runs increasingly low on cash, according to people familiar with the matter. Spirit shares plunged as much as 74% on Friday after the Wall Street Journal earlier reported that Spirit was preparing to cease operations. Sid Philip has more. (Source: Bloomberg)

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The large social and discussion platform Reddit (NYSE: RDDT) just reported incredibly strong first-quarter earnings. The company posted earnings per share of $1.01, which was $0.43 above Wall Street consensus estimates. Revenue of $663 million beat estimates by $52 million. As of 12:05 p.m. ET, the stock had surged nearly 11.6%. Revenue blasted nearly 70% higher year over year, while EPS jumped over sevenfold. The company has developed a rabid following, with 500 million weekly active users, 200 million of which are in the U.S. Continue reading

Trump says he will raise tariffs on EU autos to 25% Reuters