Earnings Call Insights: Tetra Tech (TTEK) Q2 FY 2026 Management View “I’m pleased to join you today for my first quarterly call as CEO of Tetra Tech,” Roger Argus said, adding, “Demand for clean water, environmental quality and resilient infrastructure continues to grow worldwide. Our strategy is not changing.” Argus reported “net revenue increased by 8%” and said “EBITDA of $146 million resulted in a margin expansion of 90 basis points ... and is an all-time record for a second quarter.” He added, “Our backlog increased by 8% sequentially and is now $4.28 billion,” and said adjusted EPS was “$0.34,” while EPS was “$0.36, including $0.02 associated with the completion of the divestiture of our Norwegian operations.” Argus described segment performance: “The Government Services Group, or GSG, grew 5% ... and generated a margin of 16.3%,” while “the Commercial International Group or CIG ... performed well with revenue up 10% ... and a margin of 12.2%.” Steven Burdick said year-to-date “adjusted EBITDA on net revenue for the quarter year-to-date increased by 110 basis points to 14% for the first half of fiscal 2026,” and highlighted cash execution: “cash flows generated from operations for the first half of the year were a historical record at $238 million.” Burdick also cited “DSO ... 58 days,” “net debt ... about $657 million,” leverage of “1.0x,” trailing 12-month operating cash flow of “$688 million,” and “return on capital employed ... over 20%.” Burdick announced capital returns and deal activity: “our Board of Directors approved the quarterly cash dividend, which is an 11% increase year-over-year,” and “in the first half of 2026, we bought back a total of $100 million,” with “$498 million available” remaining. He also said the company closed acquisitions “focused on defense, such as Halvik in the U.S. and Providence in Australia.” Outlook Argus said, “we are increasing our forecasted growth rates for the second half of the year for both our U.S. federal and U.S....

Earnings Call Insights: First Internet Bancorp (INBK) Q1 2026 Management View “We delivered strong first quarter results that demonstrated the resilience and strength of our diversified business model,” said Chairman & CEO David Becker, adding, “Total revenue reached $43.1 million in the first quarter, up 21% year-over-year,” and “our fully taxable equivalent net interest margin expanded to 2.45% ... 15 basis points sequentially.” Becker highlighted credit actions and trajectory, saying, “we're seeing tangible evidence that the decisive actions we've taken over the past several quarters are yielding favorable results on the 2 problem portfolios, SBA and Franchise,” and “we're observing improving trends in our portfolio with delinquencies and nonperforming loans headed in the right direction.” On balance-sheet mix and fintech deposits, Becker said, “Total deposits reached $5 billion, up from $4.8 billion in the prior quarter,” and added, “average fintech deposits totaled $2.4 billion,” while noting, “At quarter end, we have moved approximately $1.5 billion of these deposits off balance sheet.” President, COO & Corporate Secretary Nicole Lorch described an SBA mix shift impacting fee timing, saying, “we still expect to retain more production on our balance sheet in future periods,” and “While this will impact gain on sale revenue for the year, it will be highly additive to net interest income and net interest margin in future periods.” Executive VP & CFO Kenneth Lovik reported bottom-line results and core profitability, stating, “net income of $2.5 million or $0.29 per diluted share,” and “pre-provision net revenue totaled $18.1 million.” Outlook Lovik said, “we're broadly maintaining the guidance we provided in January,” while adding, “we want to acknowledge the heightened macroeconomic uncertainty we're navigating, including volatile energy prices and other potential geopolitical developments.” On loan growth expectations versus prior messaging, Lovik cautioned, “we...

格隆汇5月1日｜据新民晚报，从铁路上海站（下辖上海站、上海南站、上海虹桥站、上海松江站、上海西站、南翔北站、安亭北站、安亭西站、金山北站、练塘站）获悉，5月1日，铁路上海站迎来“五一”假期客流最高峰，预计发送旅客82.8万人次（上海站21.3万人次，上海南站12.5万人次，上海虹桥站42.5万人次，上海松江站5.9万人次，其他车站共0.6万人次），同比增长7.4%。

After years of being written off, the chipmaker recently notched its best single-day stock move since 1987 -- and shares have climbed even higher since.

Key PointsIntel stock has more than quadrupled over the past 12 months.

Intel Stock Has Absolutely Skyrocketed. Here's What Is Going On -- and Why I Think the Stock May Be Overbought. Yahoo Finance Intel's stock more than doubles in April for best month in chipmaker's 55 years on Nasdaq CNBC Intel shares top $100 amid historic rally OregonLive.com

The US-Israeli war on Iran enters a third month and efforts for Washington and Tehran to resume talks remain stalled. These are major takeaways from the events overnight. What did Trump say? US President Donald Trump told reporters at the White House on Thursday that Iran is “dying to make a deal”. When asked whether talks with Tehran have stalled, Trump said only a few people know the status of talks with Iran. He also pointed to uncertainty over the Iranian leadership: “We have a problem...

MicroStockHub/iStock via Getty Images By Krzysztof Kamiński European Central Bank policymakers are increasingly likely to raise interest rates at their June meeting unless energy prices ease or the conflict involving Iran shows clear signs of ending. Although no final decision has been made, officials appear to be moving toward a more hawkish stance as renewed pressure in oil and gas markets threatens to push inflation higher across the euro area. ECB President Christine Lagarde signaled that a rate increase will be seriously considered at the next meeting, after policymakers debated but ultimately rejected a hike this week. The deposit rate remains at 2%, but the central bank will receive updated economic projections in June, giving officials a clearer basis for deciding whether tighter policy is needed. Lagarde emphasized that the coming weeks will be crucial for assessing the economy and inflation outlook. She noted that the euro area is moving away from the ECB’s previous baseline scenario, though she avoided saying whether conditions are approaching the more adverse scenario outlined earlier this year. Inflation pressure collides with weak growth The ECB faces a difficult policy dilemma. Headline inflation has risen to 3%, driven largely by higher energy costs linked to geopolitical tensions. At the same time, the eurozone economy is showing signs of weakness, with first quarter growth of only 0.1%. This combination has revived concerns about stagflation, even though Lagarde played down that risk. So far, ECB officials have not seen strong evidence of second-round effects, such as higher wages or broader price increases feeding through the economy. That has allowed the bank to avoid an immediate rate hike. However, if energy prices remain elevated and the conflict continues, the case for tighter monetary policy may become harder to resist. A sharper slowdown in economic activity could still persuade policymakers to delay action, but people familiar with the dis...

Amazon (AMZN) Earnings Call: AI, AWS and CapEx Surge TipRanks

制图：石燕 财新AI辅助生成 【背景参考】 2026年4月23日，美国司法部起诉了38岁的美国陆军特种部队军士长范戴克。起诉书揭露，范戴克作为美军“出兵委内瑞拉掳走马杜罗”绝密行动的策划与执行者之一，在签署保密协议后，利用提前获知的“敏感、非公开信息”，在在重大事件预测投注市场网站Polymarket上投注获利。 自2025年12月末起，他设立账户并13次买入“美军进驻委内瑞拉”及“马杜罗下台”为“是”的筹码。1月3日美军行动当天，马杜罗被掳获，范戴克的3.3万美元本金瞬间膨胀，净赚逾40.9万美元。范戴克在得手当天便迅速将资金转移至离岸加密金库，并要求Polymarket销毁账户。 此案被视为美国司法部首次针对预测市场的内幕交易提起诉讼。 预言：我早就知道这场“秘密行动”要启动了。既然知道结局，不如梭哈一把稳赢！ 下注：这可是终极“内部消息”……这事情板上钉钉，只要行动是真的，稳赚不赔。 行动开始：行动已开始！总统已被控制住了！跟我预测的一模一样！ 中奖：律师手中的文件显示，投注确认，总赔付金额超40万美元。 调查：……我猜猜，你就是对南美地缘政治“灵光一闪”有了强烈预感，对吧，范戴克军士长？ 新户：他们总算让我打了最后一通电话。我能不能预测自己会被判多少年？ 欲知事件始末，请读： 美特种兵因下注马杜罗下台获利40万美元被诉 网络预测市场引腐败疑虑(含视频)

Guided Capital Wealth Management, LLC disclosed a new position in Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) , acquiring 249,881 shares in the first quarter. The estimated transaction value was $6.99 million based on quarterly average pricing, according to an April 30, 2026, SEC filing. According to a SEC filing dated April 30, 2026, Guided Capital Wealth Management, LLC initiated a new position in Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) by purchasing 249,881 shares. The estimated transaction value, based on the average closing price during the first quarter of 2026, was $6.99 million. The quarter-end value of the position was $7.75 million, reflecting both the trade and market pricing. Harbor Commodity All-Weather Strategy ETF provides institutional investors with a systematic, inflation-focused commodity allocation, targeting assets most responsive to U.S. consumer price changes. The fund's dynamic weighting and proprietary signals offer adaptive exposure to inflationary environments, with a particular emphasis on gold during periods of heightened scarcity or debasement risk. Its structure facilitates efficient access to commodity futures while maintaining operational and tax advantages for investors. Continue reading

Earnings Call Insights: Roblox (RBLX) Q1 2026 Management View David Baszucki (Founder, President, CEO & Chairman of the Board) reported Q1 scale and monetization growth while reiterating a long-term share goal: “We continue to make progress towards our target of capturing 10% of the global gaming content market on our platform.” He said Q1 results included revenue of $1.4B and bookings of $1.7B, alongside $629M in operating cash flow and $596M in free cash flow. Baszucki tied near-term friction to new safety measures and discovery changes, noting, “User acquisition and engagement was also impacted by our global rollout of age checks to access chat in January,” and adding, “we do expect to see continued short-term bookings headwinds as a result. And this will lead to a revision in our full year guidance.” He said Roblox plans to roll out “age-based accounts… globally in June,” and described product work to rebuild communications engagement, including “global chat,” “integrating party chat directly into the in-game chat window,” and “preset messages.” Naveen Chopra (Chief Financial Officer) emphasized that Q1 growth did not rely on viral hits and highlighted improving content concentration: “Games outside of the top 10 saw 43% growth in engagement, 41% growth in spending… and… accounted for 65% of the growth in spending.” He also said, “DAUs did come in weaker than anticipated,” but “engagement and monetization remained stable relative to the year ago period.” Outlook Chopra revised full-year expectations due to safety-related friction: “Our revenue guidance for the full year will now be 20% to 25%, and our full year guidance for bookings growth is 8% to 12%.” He added that guidance “is based on the expectation that DAUs will continue to contract between Q1 and Q2 and then return to sequential growth in Q3,” and said, “we do not assume any major viral hits in those numbers.” Chopra linked the margin outlook to slower bookings and incremental spend: “The reduction in o...

格隆汇5月1日｜据黑龙江发布，为贯彻落实文化和旅游部2026年全国“五一”文化和旅游消费周工作部署，“五一”假期，黑龙江省围绕“北国好风光 惠聚黑龙江”主题，发放文旅消费券5000万元，统筹推出百条精品线路、百场特色活动、百项惠民政策，全力丰富假日文旅供给、激活消费潜力、提升游客体验，推动全省文旅市场持续升温、提质增效。

Earnings Call Insights: Sinclair, Inc. (SBGI) Q1 2026 Management View "We delivered a strong first quarter" and reported "total revenue of $807 million" and "adjusted EBITDA of $126 million," with CEO Christopher Ripley citing "the consistency of the broadcast business and the growth potential of Tennis Channel" and adding that "core advertising grew 4% year-over-year" despite Sinclair being "underexposure to NBC." CEO Christopher Ripley said Sinclair has "built real momentum" on portfolio actions, noting it has "closed on a substantial majority of our JSA and LMA partner station buy-ins" and "expect the full $30 million in annualized synergies in 2026," alongside "2 accretive duopoly transactions in Providence and Tulsa" and an ongoing "strategic review of the broadcast business" with an "ideal path forward" of "a broadcast combination concurrent with a Ventures separation." CEO Christopher Ripley framed balance-sheet actions as central, saying, "Earlier this month, we retired approximately $165 million in term loans at a discount" and "will save approximately $12 million in annual cash interest expense," while reiterating, "deleveraging remains a top priority" and stating quarter-end "total debt" was "$4.4 billion" with "total liquidity of approximately $1.5 billion." CFO Narinder Sahai said, "I'm pleased with our first quarter results that reflect strong execution across the business," and attributed performance to "lower subscriber churn across key MVPDs" and "incremental benefits from our partner station buy-ins," while also highlighting "operating leverage" and that "core operating costs remained well controlled." COO Robert Weisbord described the sports-driven setup for midyear advertising demand, saying Sinclair is "already seeing strong demand for the FIFA World Cup" and calling Tennis Channel "a differentiated premium sports asset" where Sinclair is "making thoughtful, high-return investments" and is "fully bullish on the network." Outlook CEO Christopher ...

AMZN Maintained by Canaccord Genuity -- Price Target Raised to $330 GuruFocus

格隆汇5月1日｜美元兑日元上涨0.42%，报157.29。

What's going on with Taiwan Semiconductor stock? MSN

Earnings Call Insights: Schneider National (SNDR) Q1 2026 Management view “We believe this up cycle has now gained its foothold,” said (CEO, President & Director Mark Rourke), while noting Q1 “headwinds from challenging weather and fuel volatility” that the company said it mitigated through “cost and productivity initiatives,” “investment in differentiated services,” and “a disciplined approach to customer allocation events.” “Based on developments to date, we expect this rationalization to occur rapidly,” said (Executive VP and Group President of Transportation & Logistics Jim Filter), attributing capacity attrition to DOT enforcement actions and adding, “We expect additional capacity to leave the market from here,” while flagging that “overall macro uncertainty has also increased ... which adds demand risk for the balance of the year.” “Enterprise revenues excluding fuel surcharge were $1.2 billion, down 1% compared to a year ago,” said (Executive VP & CFO Darrell Campbell). “Adjusted income from operations was $35 million,” “adjusted diluted earnings per share for the first quarter was $0.12,” and management cited “traction on our $40 million cost savings initiatives” plus “disciplined execution on our Cowan Systems integration synergies.” “Spot exposure grew to nearly double its historical levels in Network,” said (CEO Rourke), adding, “Price renewals are now at the highest level since 2021,” and the company “expect[s] Network 2026 rate renewals to be in the mid to high single digits for the full year” with “double-digit increases” for “the most transactional customers.” “This does mark my 36th and final Schneider earnings call before Jim Filter’s transition to President and CEO in July and my move to Executive Chairman,” said (CEO Rourke). Outlook “We’re maintaining our 2026 EPS guidance of $0.70 to $1,” said (CFO Campbell), adding it “assumes an effective tax rate of approximately 24%,” while also saying “macro uncertainty has increased” and “these factors pus...

Apple introduced incoming CEO John Ternus to Wall Street on its quarterly earnings call—and forecast great results for Q3.

格隆汇5月1日｜在半导体出货的带动下，韩国4月份出口继续激增。韩国产业通商资源部周五表示，4月份出口同比增长48.0%，至858.9亿美元，3月份增幅修正后为49.2%。进口同比增长16.7%，至621.1亿美元，4月份实现贸易顺差237.7亿美元。强劲的存储芯片出货继续推动出口增长，抵消了汽车和钢铁等其他类别表现疲软的影响。

美國防長赫格塞思連續第二日，出席國會聽證會，就他早前提到打擊伊朗「不留活口」，跟議員針鋒相對；又宣稱採取軍事行動，毋須尋求國會授權。 亞利桑那州民主黨參議員凱利說︰「我理解『不留活口』的定義是拒絕合法投降的建議或處決被扣押人士，這是你的理解嗎？」 美國防長赫格塞思稱︰「唯一殺害被扣押人士或以平民為目標的是伊朗人，他們目前正被擊潰、即是伊朗軍方及其軍力。」 凱利表示︰「你是否理解...」 赫格塞思指︰「我不同意你說法。」 繼眾議院之後，防長赫格塞思周四轉到參議院，出席軍事委員會的聽證會，就美軍打擊伊朗接受議員質詢。 另一名民主黨參議員凱恩提問，當總統特朗普在3月2日首次通知國會打擊伊朗後，根據《戰爭權力法》，特朗普政府必須在60天內、即5月1日前決定停止軍事行動或尋求國會授權才可作戰。赫格塞思就稱，美國目前處於停火狀態，意味60天內「倒數」，已暫停或中止，他毋須尋求國會授權。凱恩反駁稱，他不認為相關法規會支持這種解讀。

Hong Kong’s catering sector and hoteliers are expecting a business boost during the Labour Day “golden week” holiday from May 1 to 5, with industry leaders hoping the growing trend of mainland Chinese visitors hiking and sailing yachts will bring a windfall to seafood restaurants in Sai Kung and the outlying islands. The industry leaders also said on Wednesday that rising tensions in the Middle East, which have pushed up fuel surcharges, had inadvertently benefited Hong Kong, as mainland...

格隆汇5月1日｜日本10年期国债收益率下降1.5个基点，至2.500%。

peshkov/iStock via Getty Images By Padhraic Garvey, CFA , Regional Head of Research, Americas; Michiel Tukker , Senior UK & Eurozone Rates Strategist; and Benjamin Schroeder , Senior Rates Strategist Things swinging in directions that are tough to interpret – but let's give it a go Some notable moves through Thursday. First, volatility ratcheted lower. Remarkably so. The CBOE volatility index dipped to 17, versus a long-run average of 19. That's quite a benign reading against a backdrop of tremendous war uncertainty. Second, and related, the S&P 500 hit a new all-time high. There's been a notable separation here between equities supported by strong earnings and the headwinds being posed by the higher oil price. Third, rate-hike concerns continued to build. No changes in rates from the major central banks this week, but they are all morphing in the direction of hikes, especially the European ones. Phew, let's continue. Fourth, the price of oil fell quite considerably, from $125/bbl to $115/bbl on Brent. And for no good reason. The standoff between the US and Iran continues, and as the days go by, a $10/bbl move deserves at the very least a better rationale. Fifth, a huge intervention prompted a move in the Japanese yen in a week when the Bank of Japan chose to hold rates steady. We thought they would hike, or at least should have. And on bonds, US yields fell through Thursday, with the 10yr dipping from 4.44% to 4.37% (and similar on the front end). But what's important here is the breakout. Inflation breakevens, in fact, rose - the 10-year is knocking on the door of 2.5%. Real yields fell, and that dominated. That morph toward lower real yields can be a harbinger of things eventually turning sour on the activity front. But front and centre, the main impulse for bonds is higher inflation expectations. We're heading towards another weekend of potential uncertainty, with Friday, 1 May, seen in the minds of many as something of a key day by which some move needs to happ...

Riot Platforms (NASDAQ: $RIOT) said first-quarter revenue rose to $167.2 million, with its new data center business...

Massive Lithium Lode In Appalachia Could Power 130 Million EVs: USGS America's worrisome dependency on foreign sources of lithium could become a thing of the past: About 328 years' worth of last year's lithium imports is buried in Appalachia, according to a new analysis published by the US Geological Survey (USGS). That's about 2.3 million metric tons of undiscovered but economically recoverable lithium -- aka "white gold." “This research shows that the Appalachians contain enough lithium to help meet the nation’s growing needs – a major contribution to U.S. mineral security, at a time when global lithium demand is rising rapidly,” said USGS Director Ned Mamula. "The United States was the dominant world producer of lithium three decades ago, and this research highlights the abundant potential to reclaim our mineral independence.” Today, Australia is the top producer, and China in second place -- however, China boasts about 60% of the world's lithium refining capacity for batteries. The deposits are spread over a large swath of territory. The southern Appalachians -- primarily the Carolinas -- have about 1.43 million metric tons, while the northern Appalachians hold 900,000 metric tons, most of it in Maine, New Hampshire and Vermont, USGS says. Added up, it's enough to put the requisite lithium in 130 million electric vehicles, or a thousand years worth of laptop production. USGS project global lithium production capacity will double over the next three years . In April, Finland became the first European country to host the full continuum of lithium production, from an open-pit mine that produces battery-grade lithium hydroxide, to a refinery. "The €783 million project is operated by Keliber Oy, a Finnish mining and battery-materials company," EuroNews reported. Today, there's only one operating lithium mine in America : the Albemarle Silver Peak Mine in Nevada. Earlier this week, environmentalists sued to stop exploratory drilling in Oregon near the Nevada border. T...

Riot Reports $167.2 Million in Q1 Revenue as AMD Doubles Contracted Data Center Capacity Yahoo Finance

Foil boarders were pursued by shark – likely a great white – off Santa Barbara before it lost interest and swam away Sign up for the Breaking News US email to get newsletter alerts in your inbox Ron Takeda and Tavis Boise were a few miles off the coast of Santa Barbara when they noticed the large mass trailing behind them. “Tavis, is it a dolphin?” asked Takeda as he stood on his foil board, a specialized form of surfing, propelling himself through the waves. Boise, who was filming their run, recognized the question as an ominous sign – the veteran surfers are familiar enough with dolphins that Takeda should have recognized one immediately. Continue reading...