photosvit/iStock Editorial via Getty Images The Iran conflict and soaring fuel prices were supposed to slow down travel demand, but Royal Caribbean Cruises ( RCL ) is full-speed ahead. The cruise line just set lofty goals for 2026 while the stock was trading down around yearly lows. My investment thesis remains ultra Bullish on Royal Caribbean. Source: Finviz Cruising Thru Q1 Royal Caribbean repor...
photosvit/iStock Editorial via Getty Images The Iran conflict and soaring fuel prices were supposed to slow down travel demand, but Royal Caribbean Cruises ( RCL ) is full-speed ahead. The cruise line just set lofty goals for 2026 while the stock was trading down around yearly lows. My investment thesis remains ultra Bullish on Royal Caribbean. Source: Finviz Cruising Thru Q1 Royal Caribbean reported a solid Q1'26 with profits humming along above estimates as follows: Source: Seeking Alpha The cruise line only beat revenues by $20 million for a still solid 12.5% growth rate. The key is that net yields jumped 3.6% in the quarter, leading to the big $0.40 EPS beat. The last quarter wasn't as impacted by higher fuel costs, but Royal Caribbean forecasts fuel costs to reach $1.35 billion for the year even with 59% of remaining demand for 2026 hedged at below-market rates. The cruise line only spent $1.15 billion on fuel last year while capacity is up 8% in Q1. The company is hedged for nearly 50% of fuel consumption next year at an average cost per metric ton of $408 versus current prices, net of hedging, at $613 per metric ton. The travel industry has generally moved away from hedging due to the complexity, but Royal Caribbean appears to have a great benefit here due to the hedging program at much lower prices. The cruise line continues to see strong bookings, with Royal Caribbean ending April with a similar booked position to 2025, but at higher prices. The cruise line has even faced disruptions for key Mediterranean itineraries due to higher overall travel costs with increased airfares and flight disruptions, yet the company is full-speed ahead with double-digit revenue growth. Right On Path Despite all the disruption with higher fuel prices, Royal Caribbean still forecast double-digit earnings growth this year. The company forecasts a new EPS target of $17.30 at the midpoint with an estimated fuel rate impact of $0.62. Source: Royal Caribbean Q1'26 presentation The o...
Rightwing justices ordered Louisiana in 6-3 vote to redraw congressional maps in blow to the Voting Rights Act The US supreme court issued a landmark ruling on Wednesday, Louisiana v Callais, relating to how states draft congressional maps under the key civil rights statute, the Voting Rights Act. By a margin of 6-3, the rightwing justices who control America’s top court ordered Louisiana to redra...
Rightwing justices ordered Louisiana in 6-3 vote to redraw congressional maps in blow to the Voting Rights Act The US supreme court issued a landmark ruling on Wednesday, Louisiana v Callais, relating to how states draft congressional maps under the key civil rights statute, the Voting Rights Act. By a margin of 6-3, the rightwing justices who control America’s top court ordered Louisiana to redraw congressional maps that gave African Americans the chance to elect their candidates of choice proportionate to their population size. The majority dismissed this as an “unconstitutional racial gerrymander”. Continue reading...
DexCom press release ( DXCM ): Q1 Non-GAAP EPS of $0.56 beats by $0.09 . Revenue of $1.19B (+14.4% Y/Y) beats by $20M . 2026 Annual Guidance Dexcom is raising fiscal year 2026 guidance for Non-GAAP Operating Margin and Adjusted EBITDA Margin, and reiterating guidance for Revenue and Non-GAAP Gross Profit Margin at the following levels: Revenue of $5.16 - $5.25 billion (approximately 11-13% growth)...
DexCom press release ( DXCM ): Q1 Non-GAAP EPS of $0.56 beats by $0.09 . Revenue of $1.19B (+14.4% Y/Y) beats by $20M . 2026 Annual Guidance Dexcom is raising fiscal year 2026 guidance for Non-GAAP Operating Margin and Adjusted EBITDA Margin, and reiterating guidance for Revenue and Non-GAAP Gross Profit Margin at the following levels: Revenue of $5.16 - $5.25 billion (approximately 11-13% growth) Non-GAAP Gross Profit Margin of approximately 63-64% Non-GAAP Operating Margin of approximately 23-23.5% Adjusted EBITDA Margin of approximately 31-31.5% More on DexCom DexCom: Gaining Favor, With Useful Tailwinds To Support It Even Further DexCom, Inc. (DXCM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript DexCom, Inc. (DXCM) Q4 2025 Earnings Call Transcript DexCom Q1 2026 Earnings Preview Nasdaq rebounds to end flat as chip, AI-related stocks recover after Trump's speech
May NY world sugar #11 (SBK26 ) on Thursday closed down -0.10 (-0.68%), and Aug London ICE white sugar #5 (SWQ26 ) closed down -5.90 (-1.33%). Sugar prices gave up an early advance on Thursday and settled lower after the USDA said it expects a 2026/27 sugar surplus in India...
May NY world sugar #11 (SBK26 ) on Thursday closed down -0.10 (-0.68%), and Aug London ICE white sugar #5 (SWQ26 ) closed down -5.90 (-1.33%). Sugar prices gave up an early advance on Thursday and settled lower after the USDA said it expects a 2026/27 sugar surplus in India...
July ICE NY cocoa (CCN26 ) on Thursday closed up +159 (+4.66%), and May ICE London cocoa #7 (CAK26 ) closed up +104 (+4.13%). Cocoa prices rallied sharply on Thursday, with NY cocoa posting a 2-week high and London cocoa posting a 2.5-month high. Signs that consumer demand for chocolate...
July ICE NY cocoa (CCN26 ) on Thursday closed up +159 (+4.66%), and May ICE London cocoa #7 (CAK26 ) closed up +104 (+4.13%). Cocoa prices rallied sharply on Thursday, with NY cocoa posting a 2-week high and London cocoa posting a 2.5-month high. Signs that consumer demand for chocolate...
July arabica coffee (KCN26 ) on Thursday closed down -5.15 (-1.77%), and July ICE robusta coffee (RMN26 ) closed down -81 (-2.35%). Coffee prices tumbled to 1-week lows on Thursday and settled sharply lower amid expectations of a bigger Brazil coffee crop. The Coffee Trading Academy projects Brazil's 2026/27 coffee...
July arabica coffee (KCN26 ) on Thursday closed down -5.15 (-1.77%), and July ICE robusta coffee (RMN26 ) closed down -81 (-2.35%). Coffee prices tumbled to 1-week lows on Thursday and settled sharply lower amid expectations of a bigger Brazil coffee crop. The Coffee Trading Academy projects Brazil's 2026/27 coffee...
Monolithic Power Systems, Inc. press release ( MPWR ): Q1 Non-GAAP EPS of $5.10 beats by $0.20 . Revenue of $804.2M (+26.1% Y/Y) beats by $22.08M . For the second quarter of 2026 ending June 30, we are forecasting: Revenue in the range of $890 million to $910 million vs $819.44M consensus GAAP gross margin in the range of 55.1% to 55.7%. Non-GAAP gross margin in the range of 55.3% to 55.9%, which ...
Monolithic Power Systems, Inc. press release ( MPWR ): Q1 Non-GAAP EPS of $5.10 beats by $0.20 . Revenue of $804.2M (+26.1% Y/Y) beats by $22.08M . For the second quarter of 2026 ending June 30, we are forecasting: Revenue in the range of $890 million to $910 million vs $819.44M consensus GAAP gross margin in the range of 55.1% to 55.7%. Non-GAAP gross margin in the range of 55.3% to 55.9%, which excludes the impact from stock-based compensation and related expenses as well as the impact from amortization of acquisition-related intangible assets. Total stock-based compensation and related expenses in the range of $53.8 million to $55.8 million including approximately $1.7 million that would be charged to cost of goods sold. GAAP operating expenses between $219.1 million and $225.1 million. Non-GAAP operating expenses in the range of $167.0 million to $171.0 million. This estimate excludes stock-based compensation and related expenses in the range of $52.1 million to $54.1 million. Interest and other income in the range from $7.4 million to $7.8 million before foreign exchange gains or losses. Non-GAAP tax rate of 15% for 2026. Fully diluted shares outstanding in the range of 49.1 to 49.5 million shares. Shares +6% . More on Monolithic Power Systems, Inc. Monolithic Power Systems: Robust Growth, But Price Is Stretched Monolithic Power Systems, Inc. 2025 Q4 - Results - Earnings Call Presentation Monolithic Power Systems, Inc. (MPWR) Q4 2025 Earnings Call Transcript Monolithic Power Systems, Inc. Q1 2026 Earnings Preview Semiconductor stocks lead Nasdaq this week
Pacira BioSciences press release ( PCRX ): Q1 Non-GAAP EPS of $0.60 beats by $0.04 . Revenue of $177M (+4.8% Y/Y) beats by $3.66M . Repurchased 2.2 million shares of common stock at an average price of $22.28 per share, for a cost of $50.0 million More on Pacira BioSciences Pacira BioSciences, Inc. (PCRX) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Pacira BioSciences, ...
Pacira BioSciences press release ( PCRX ): Q1 Non-GAAP EPS of $0.60 beats by $0.04 . Revenue of $177M (+4.8% Y/Y) beats by $3.66M . Repurchased 2.2 million shares of common stock at an average price of $22.28 per share, for a cost of $50.0 million More on Pacira BioSciences Pacira BioSciences, Inc. (PCRX) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Pacira BioSciences, Inc. 2025 Q4 - Results - Earnings Call Presentation Pacira BioSciences, Inc. (PCRX) Q4 2025 Earnings Call Transcript Pacira BioSciences Q1 2026 Earnings Preview Pacira outlines $745M–$770M 2026 revenue target as 5x30 strategy drives margin and pipeline progress
Rivian reported its first quarter earnings of 2026, providing us a closer look at the company's financial health as it kicks off production for the crucial R2 electric vehicle . We've already got Rivian's production and delivery statement from the first three months of the year. The company sold 10,365 vehicles in Q1, representing 20 percent increase year over year. And it produced 10,236 vehicles...
Rivian reported its first quarter earnings of 2026, providing us a closer look at the company's financial health as it kicks off production for the crucial R2 electric vehicle . We've already got Rivian's production and delivery statement from the first three months of the year. The company sold 10,365 vehicles in Q1, representing 20 percent increase year over year. And it produced 10,236 vehicles at its factory in Normal, Illinois, which represents a 30 percent increase compared to the same period last year. The company also reaffirmed its prediction that it will sell 62,000-67,000 vehicles this year. In terms of earnings, Rivian said it … Read the full story at The Verge.
Rivian announced some changes today with regard to the factory its building in the state of Georgia. The company was planning to build the facility in two phases, each resulting in 200,000 vehicles of annual production capacity, for a total of 400,000 units . Now the company says it is only planning for 300,000 units of annual capacity as a result of a revised loan agreement with the US Department...
Rivian announced some changes today with regard to the factory its building in the state of Georgia. The company was planning to build the facility in two phases, each resulting in 200,000 vehicles of annual production capacity, for a total of 400,000 units . Now the company says it is only planning for 300,000 units of annual capacity as a result of a revised loan agreement with the US Department of Energy - though its planning on hitting that annual capacity sooner than originally planned. DOE will now loan Rivian $4.5 billion, instead of the originally agreed amount of $6.6 billion, announced in the last days of the Biden administration. … Read the full story at The Verge.
SAN FRANCISCO, April 30, 2026 (GLOBE NEWSWIRE) -- iRhythm Holdings, Inc. (NASDAQ: IRTC), a leading digital health care company focused on creating trusted solutions that detect, predict, and prevent disease, today reported financial results for the three months ended March 31, 2026.
SAN FRANCISCO, April 30, 2026 (GLOBE NEWSWIRE) -- iRhythm Holdings, Inc. (NASDAQ: IRTC), a leading digital health care company focused on creating trusted solutions that detect, predict, and prevent disease, today reported financial results for the three months ended March 31, 2026.
First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025 First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025
First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025 First quarter 2026 revenue grew 6% and recurring revenue grew 7% from the first quarter of 2025
BROOMFIELD, Colo., April 30, 2026 (GLOBE NEWSWIRE) -- DMC Global Inc. (Nasdaq: BOOM) today reported financial results for its first quarter ended March 31, 2026.
BROOMFIELD, Colo., April 30, 2026 (GLOBE NEWSWIRE) -- DMC Global Inc. (Nasdaq: BOOM) today reported financial results for its first quarter ended March 31, 2026.
MENLO PARK, Calif., April 30, 2026 (GLOBE NEWSWIRE) -- Exponent, Inc. (Nasdaq: EXPO) today reported financial results for the first quarter of fiscal year 2026 ended April 3, 2026.
MENLO PARK, Calif., April 30, 2026 (GLOBE NEWSWIRE) -- Exponent, Inc. (Nasdaq: EXPO) today reported financial results for the first quarter of fiscal year 2026 ended April 3, 2026.
It's not often that you can spot an investment opportunity with 5,000% or more in potential upside. But that's could be the case for Oklo (NYSE: OKLO) . Oklo is a next-gen energy producer focused on small modular reactors, or SMRs. SMRs are essentially miniature nuclear power plants that have several distinct advantages. SMR systems, for example, may be a perfect fit for satisfying the artificial ...
It's not often that you can spot an investment opportunity with 5,000% or more in potential upside. But that's could be the case for Oklo (NYSE: OKLO) . Oklo is a next-gen energy producer focused on small modular reactors, or SMRs. SMRs are essentially miniature nuclear power plants that have several distinct advantages. SMR systems, for example, may be a perfect fit for satisfying the artificial intelligence (AI) industry's rapidly rising energy demands . To be clear, there's plenty of risk to Oklo as an investment thesis. But that's why there's huge upside potential. Want to know exactly why Oklo shares have such big potential? A new study highlights the opportunity perfectly. Continue reading
First Solar press release ( FSLR ): Q1 GAAP EPS of $3.22 beats by $0.24 . Revenue of $1.04B (+23.1% Y/Y) misses by $10M . Our 2026 guidance remains unchanged and is summarized below: Prior Current Volume Sold 17.0GW to 18.2GW Unchanged Net Sales $4.9B to $5.2B vs consensus of $5.22B Unchanged Gross Profit (1) $2.4B to $2.6B Unchanged Operating Expenses (2) $610M to $635M Unchanged Adjusted EBITDA ...
First Solar press release ( FSLR ): Q1 GAAP EPS of $3.22 beats by $0.24 . Revenue of $1.04B (+23.1% Y/Y) misses by $10M . Our 2026 guidance remains unchanged and is summarized below: Prior Current Volume Sold 17.0GW to 18.2GW Unchanged Net Sales $4.9B to $5.2B vs consensus of $5.22B Unchanged Gross Profit (1) $2.4B to $2.6B Unchanged Operating Expenses (2) $610M to $635M Unchanged Adjusted EBITDA (3) $2.6B to $2.8B Unchanged Capital Expenditures $0.8B to $1.0B Unchanged Net Cash Balance (4) $1.7B to $2.3B Unchanged Click to enlarge Shares +3% . More on First Solar First Solar: Rising Fossil Fuels Keep Solar Utilities Competitive Without Tax Incentives First Solar: Sold Out U.S. Solar Leader At An Attractive Discount First Solar's Reliance On 45x Tax Credit Triggers Risks As Backlog Tapers First Solar preview: Q1 revenue expected to grow amid energy demand SA Asks: Is now a good time to buy solar stocks?
President says decision made ‘in honor of the king and queen’ as industry officials call deal ‘significant boost’ In a gesture of diplomatic friendliness after King Charles’s visit to the White House, Donald Trump said the US would be removing all tariffs on whisky imports. “In Honor of the King and Queen of the United Kingdom, who have just left the White House, soon headed back to their wonderfu...
President says decision made ‘in honor of the king and queen’ as industry officials call deal ‘significant boost’ In a gesture of diplomatic friendliness after King Charles’s visit to the White House, Donald Trump said the US would be removing all tariffs on whisky imports. “In Honor of the King and Queen of the United Kingdom, who have just left the White House, soon headed back to their wonderful Country, I will be removing the Tariffs and Restrictions on Whiskey having to do with Scotland’s ability to work with the Commonwealth of Kentucky on Whiskey and Bourbon,” Trump said in a post on social media. Continue reading...