NMI Holdings press release ( NMIH ): Q1 Non-GAAP EPS of $1.28 beats by $0.05 . Revenue of $183.48M (+5.9% Y/Y) beats by $0.72M . More on NMI Holdings NMI Holdings: Normalizing Losses May Cap Upside NMI Holdings, Inc. (NMIH) Q4 2025 Earnings Call Transcript NMI Holdings Q1 2026 Earnings Preview NMI Holdings outlines continued growth strategy with $221.4B insurance-in-force, targets mid-teens returns through 2026 Seeking Alpha’s Quant Rating on NMI Holdings

Source: Bloomberg, 9:25

[144] QUALCOMM INC/DE SEC Filing Stock Titan

Image source: The Motley Fool. April 30, 2026, 8 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

(RTTNews) - iPhone maker Apple Inc. (AAPL) on Thursday reported second-quarter results, with revenue and profit increasing year-over-year, driven by strong iPhone sales and services revenue.

The S&P 500 and Nasdaq composite just tallied their best month in six years, surprising the bears focused on oil prices.

Sandisk第三财季营收59.5亿美元，分析师预期47.2亿美元。 第三财季调整后每股收益（EPS）为23.41美元，分析师预期14.51美元。 预计第四财季营收77.5亿-82.5亿美元，分析师预期66.5亿美元。 预计第四财季调整后EPS为30-33美元，分析师预期24.6美元。 Sandisk美股盘后跌8%。

格隆汇5月1日｜苹果(AAPL.O)提高派息至每股0.27美元。

Image source: The Motley Fool. Thursday, April 30, 2026 at 4 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Key PointsBoth sales and profitability rose at double-digit rates.

What memory shortage? Shortages of memory and storage chips are driving up the prices of components, along with the stocks of their manufacturers like Micron and Sandisk. But at least in the second quarter, Apple is shrugging off those worries and posting strong gross profit margins.

After-hours movers: AAPL, ROKU, RBLX, TEAM, SNDK, RDDT, TWLO, CLX, WDC Investing.com

Grand Canyon Education press release ( LOPE ): Q1 Non-GAAP EPS of $2.86 beats by $0.08 . Revenue of $308.76M (+6.7% Y/Y) beats by $1.16M . 2026 Outlook Q2 2026: Service revenue of between $260.0 million and $264.0 million; Operating margin of between 20.1% and 21.3%; Effective tax rate of 24.9%; Diluted EPS of between $1.57 and $1.68; and 26.3 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $1.6 million, which equates to a $0.06 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $1.63 and $1.74. Q3 2026: Service revenue of between $271.5 million and $278.5 million; Operating margin of between 21.0% and 23.0%; Effective tax rate of 24.9%; Diluted EPS of between $1.72 and $1.91; and 26.1 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $1.6 million, which equates to a $0.06 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $1.78 and $1.97. Q4 2026: Service revenue of between $329.0 million and $338.5 million; Operating margin of between 36.4% and 38.2%; Effective tax rate of 24.3%; Diluted EPS of between $3.59 and $3.87; and 25.8 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $1.6 million, which equates to a $0.06 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $3.65 and $3.93. Full Year 2026: Service revenue of between $1,169.3 million and $1,189.8 million; Operating margin of between 27.8% and 29.0%; Effective tax rate of 24.3%; Diluted EPS between $9.69 and $10.26; and 26.2 million diluted shares. The diluted EPS guidance includes non-cash amortization of intangible assets net of taxes of $6.4 million, which equates to a $0.24 impact on diluted EPS. Thus, as adjusted, non-GAAP diluted income per share of between $9.93 and $10.50. More on Grand Canyon E...

(RTTNews) - Weyerhaeuser Co (WY) released a profit for its first quarter that Increases, from last year

WISeKey Reports Audited Full Year 2025 Financial Results

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June WTI crude oil (CLM26 ) on Thursday closed down -1.81 (-1.69%), and June RBOB gasoline (RBM26 ) closed up +0.0228 (+0.63%). Crude oil and gasoline prices settled mixed on Thursday, with gasoline soaring to a 3.75-year high. Crude oil gave up an early advance and fell sharply on Thursday...

June Nymex natural gas (NGM26 ) on Thursday closed up +0.120 (+4.53%). Nat-gas prices rallied sharply on Thursday due to a smaller-than-expected build in nat-gas storage. The EIA reported Thursday that nat-gas inventories rose by +79 bcf for the week ended April 24, below expectations of +83 bcf. Nat-gas prices...

Mixed options sentiment in Palantir Technologies with shares up 0.87% TipRanks

Apple Posts Double Beat In Q2 As Active Installed Base Hits All-Time High — 'Our Best March Quarter Ever' Benzinga

Earnings Call Insights: Butterfly Network (BFLY) Q1 2026 Management View CEO Joseph DeVivo said the company began 2026 with “another strong financial performance, 25% revenue growth, 69% gross margin and the lowest first quarter net loss since going public,” adding, “Our plan to become the leader in point-of-care ultrasound is firmly established.” DeVivo highlighted a regulatory milestone: “We are excited to be the first company ever to earn FDA clearance of a blind sweep AI tool, which in 2 minutes can determine the age of a fetus,” and said the gestational age tool “is expected to unlock new relationships with ministries of health across developing countries.” DeVivo updated commercial timelines for the home initiative: “We expect now our first commercial agreement to be signed in the first half of this year and begin training nurses to support patient scanning across our full state in the third quarter,” and said the model “can expand significantly across the United States in 2027.” CFO John Doherty said Q1 execution reflected “double-digit growth in both our core and embedded businesses,” citing “the expected commercial launch in an initial state with a major U.S. direct care provider” and “execution of a large 7-figure TCV Compass AI contract.” DeVivo positioned Embedded as a growth driver and said, “We signed our ninth partner this month and expect to add at least 2 more mid-year,” and called Midjourney progress “very promising.” Outlook Q2 2026 revenue guidance of $27M-$31M vs. analysts’ $28.94M. Doherty guided Q2 adjusted EBITDA loss of $6M-$8M and said full-year 2026 guidance was reaffirmed, with revenue of $117M-$121M and adjusted EBITDA loss of $21M-$25M. On assumptions and conservatism, Doherty said, “What’s in guidance now is everything that we have a line of sight of,” adding, “our posture is going to be a little bit more on the conservative side.” Financial Results Doherty reported Q1 2026 revenue of $26.5M, “an increase of 25% year-over-year,” and sa...

Earnings Call Insights: Darling Ingredients (DAR) Q1 2026 Management View "Headwinds have now shifted, and the results we share today confirm a much more favorable operating environment" (Chairman & CEO Randall Stuewe). "For the first quarter of 2026... Combined adjusted EBITDA for first quarter was $406.8 million, including $255.6 million from our global ingredients business and $151.2 million from Diamond Green Diesel" (Chairman & CEO Stuewe). "Our Feed Ingredients segment had a fantastic quarter" (Chairman & CEO Stuewe). "The renewable volume obligation announced at the end of March has been extremely constructive for Darling and DGD" and "we anticipate this to be a nice tailwind for our Feed segment for the remainder of 2026" (Chairman & CEO Stuewe). "We are seeing nice growth in collagen, particularly in Europe and Asia" (Chairman & CEO Stuewe). "Our Nextida glucose control product is currently pending a patent... offering a nonpharmaceutical option targeting lower blood glucose" (Chairman & CEO Stuewe). "For the quarter, combined adjusted EBITDA was $407 million, versus $196 million in first quarter 2025 and $336 million last quarter" (Executive VP & CFO Robert Day). "Overall, net income was approximately $134 million for the quarter or $0.83 per diluted share" (Executive VP & CFO Day). "Those asset sales continue to move forward but have not yet closed" and "we have signed an agreement to sell the majority of our grease trap environmental service assets" (Executive VP & CFO Day). Outlook "This confidence is reflected in our core ingredients EBITDA guidance for Q2, which we are now setting at $260 million to $275 million for the quarter" (Chairman & CEO Randall Stuewe). "We are willing to say that we think that second quarter at DGD will be stronger than the first quarter" and "we did say we expect 320 million gallons for the quarter" (Executive VP & CFO Robert Day). "The ingredients business will have a stronger Q2" and "that will start to flow through very n...

Earnings Call Insights: Stagwell (STGW) Q1 2026 Management view “This is a pivotal moment in the Stagwell story as we continue to achieve our vision of extending in services from global full service to platform self-service AI applications.” (Chairman & CEO Mark Penn) “Our net new business is hitting records… The first quarter was a record… and we just signed our first 5-year nearly $60 million government contract this week.” (Chairman & CEO Penn) “Our new enterprise tech products and sales organization are on track towards hitting the first sales goal of $25 million with $12 million booked.” (Chairman & CEO Penn) “Revenue grew 8% to $704 million and net revenue grew 4% to $585 million.” (Chairman & CEO Penn) “Adjusted EBITDA grew 9% year-over-year to $90 million… a margin of 15.3%… Our first quarter labor ratio declined to 63.9%.” (Chairman & CEO Penn) “In the first quarter, we bought back approximately 7.3 million shares… EPS for the quarter was $0.17.” (Chairman & CEO Penn) “First quarter results… give us confidence in our full year guidance of total net revenue growth of 8% to 12%, adjusted EBITDA of $475 million to $525 million… and adjusted earnings per share of $0.98 to $1.12.” (Chief Financial Officer Ryan Greene) Outlook “We reiterate guidance and express even further confidence… We expect growth to accelerate to double digits by Q3 and Q4.” (Chairman & CEO Mark Penn) “We expect to deliver accelerating sequential growth in the second quarter and throughout the year.” (Chief Financial Officer Ryan Greene) “We expect election-related revenues to ramp up in the second quarter and to continue to grow each quarter thereafter.” (Chief Financial Officer Greene) “We remain on track to exit 2026 with net leverage in the mid-2s.” (Chief Financial Officer Greene) Financial results “Net revenue increased 3.6% to $585 million.” (Chief Financial Officer Ryan Greene) “Digital Transformation… net revenue rising 9% year-over-year to $96.5 million.” (Chief Financial Officer ...

格隆汇5月1日｜西部数据(WDC.O)周四预测季度营收将高于华尔街预期，预计人工智能公司对数据存储的强劲需求将推动其定价能力。然而，该公司股价在盘后交易中下跌近5%。截至周四收盘，西部数据的股价今年已翻了一番多，因为科技巨头在人工智能基础设施上的巨额投入，为其大容量硬盘创造了巨大的需求。该公司预计第四财季营收为36.5亿美元（上下浮动1亿美元），而分析师平均预期为34.6亿美元。该公司第三财季营收增长45%至33.4亿美元，超出32.5亿美元的预期。调整后每股收益为2.72美元 ，而市场预期为2.39美元 。

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STORY: Meta Platforms raised its 2026 capital expenditure forecast by $10 billion to a range of $125 billion to $145 billion. "Meta, for example, may actually lose money, so negative free cash flow in the next year or two as they spend more than they're earning," said Bailey. "So I think investors are really kind of struggling with that question today." Google-parent Alphabet is "selling their own chips, selling their own microchips, and that is really becoming a big business for them," added Bailey, who views the company's growing hardware division as a long-term positive.

One of the key challenges of building effective AI agents is teaching them to choose between using external tools or relying on their internal knowledge. But large language models are often trained to blindly invoke tools, which causes latency bottlenecks, unnecessary API costs, and degraded reasoning caused by environmental noise. To overcome this challenge, researchers at Alibaba introduced Hierarchical Decoupled Policy Optimization (HDPO), a reinforcement learning framework that trains agents to balance both execution efficiency and task accuracy. Metis, a multimodal model they trained using this framework, reduces redundant tool invocations from 98% to just 2% while establishing new state-of-the-art reasoning accuracy across key industry benchmarks. This framework helps create AI agents that are not trigger-happy and know when to abstain from using tools, enabling the development of responsive and cost-effective agentic systems. The metacognitive deficit Current agentic models face what the researchers call a “profound metacognitive deficit.” The models have a hard time deciding when to use their internal parametric knowledge versus when to query an external utility. As a result, they blindly invoke tools and APIs, like web search or code execution, even when the user's prompt already contains all the necessary information to resolve the task. This trigger-happy tool-calling behavior creates severe operational hurdles for real-world applications. Because the models are trained to focus almost entirely on task completion, they are indifferent to latency. These agents frequently hit exorbitant tool call rates. Every unnecessary external API call introduces a serial processing bottleneck, turning a technically capable AI into a sluggish system that frustrates users and burns through tool budgets. At the same time, burning computational resources on excessive tool use does not translate to better reasoning. Redundant tool interactions inject noise into the model’s c...

Hiroshi Watanabe/DigitalVision via Getty Images The ROBO Global Robotics & Automation Index ETF ( ROBO ) is a thematic exchange-traded fund designed to provide investors with diversified exposure to the global industrial automation and robotics market. With global manufacturing exhibiting a mixed outlook across sectors, I have reason to believe that more investments will be directed toward automation technologies and industrial robotics to bolster margins while enhancing productivity. A major growth catalyst to come is the emergence of AI-enabled industrial robotics that could deliver a significant runway for growth as we near the end of the decade. With an optimistic outlook for industrial automation, I'm recommending ROBO with a Buy rating. Investment Thesis For ROBO With global manufacturing exhibiting modest growth, costs are increasingly becoming a constraint, particularly following the beginning of the war in Iran that sent oil prices above $100/bbl for the first time since 2022. With elevated oil and natural gas prices, particularly in European and Asian countries, uncertainty is growing as to whether these regions will maintain robust expectations as forecast at the beginning of 2026 . While February data predates the war in Iran, Germany faced modest challenges kicking off the year with the potential of another quarter of contraction. TradingEconomics A major challenge the European economy may face is in the automotive sector, with new vehicle registrations declining in the first two months of 2026. A major challenge faced by the European automotive sector is weakening demand for electric vehicles as well as steep competition from Chinese competitors. While the automotive sector remains challenged due to weakening consumer demand, CNBC reported that the sector is turning to defense manufacturing to improve operations and support the European Union’s defense initiatives. This transition could potentially support the manufacturing sector over the coming years...

Air Canada suspended its full-year 2026 guidance due to uncertainty related to jet fuel prices. “Given ongoing disruption in global energy markets caused by recent developments in the Middle East and the significant volatility in jet fuel prices, the reliability of any fuel forecast for the second half of 2026 is materially reduced,” the airline said in a release Thursday. The company provided second-quarter guidance, expecting its available seat mile capacity to increase between 0.5% and 1% from the same period last year. It also said it expects to offset between 50% and 60% of the incremental fuel expense through “various commercial and cost actions.” Canada’s largest airline announced earlier this month it will halt its four daily flights to JFK from Toronto and Montreal beginning June 1, with plans to resume them on Oct. 25.

格隆汇5月1日｜苹果财报电话会将于十分钟后举行。