Earnings Call Insights: Axalta Coating Systems (AXTA) Q1 2026 Management View “We delivered strong results and exceeded expectations across our financial metrics,” said CEO Chrishan Anthon Villavarayan, adding, “we generated net sales of $1.25 billion, adjusted EBITDA of $259 million and adjusted diluted EPS of $0.56.”
Earnings Call Insights: Axalta Coating Systems (AXTA) Q1 2026 Management View “We delivered strong results and exceeded expectations across our financial metrics,” said CEO Chrishan Anthon Villavarayan, adding, “we generated net sales of $1.25 billion, adjusted EBITDA of $259 million and adjusted diluted EPS of $0.56.”
Kenneth Cheung Vehicles equipped with Google Assistant will be getting an upgrade with Google’s ( GOOG ) ( GOOGL ) Gemini AI Assistant, enabling drivers to ask for directions, get updates on their journey, and select radio stations or playlist options in a conversational tone, rather than
Kenneth Cheung Vehicles equipped with Google Assistant will be getting an upgrade with Google’s ( GOOG ) ( GOOGL ) Gemini AI Assistant, enabling drivers to ask for directions, get updates on their journey, and select radio stations or playlist options in a conversational tone, rather than
Kenneth Cheung Vehicles equipped with Google Assistant will be getting an upgrade with Google’s ( GOOG ) ( GOOGL ) Gemini AI Assistant, enabling drivers to ask for directions, get updates on their journey, and select radio stations or playlist options in a conversational tone, rather than
Kenneth Cheung Vehicles equipped with Google Assistant will be getting an upgrade with Google’s ( GOOG ) ( GOOGL ) Gemini AI Assistant, enabling drivers to ask for directions, get updates on their journey, and select radio stations or playlist options in a conversational tone, rather than
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks surged on the last day of April . The S & P 500 hit an all-time, intraday high and went above 7,200 for the first time ever. The Nasdaq also rallied and traded just under Monday's record high. Both indexes were on track f...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks surged on the last day of April . The S & P 500 hit an all-time, intraday high and went above 7,200 for the first time ever. The Nasdaq also rallied and traded just under Monday's record high. Both indexes were on track for their best months since 2020. Ahead of the close, the S & P 500 is up more than 10% in April, while the Nasdaq is up over 15% for the month. Lower oil prices and lower bond yields certainly helped stocks on Thursday. Brent crude pulled back from Iran wartime highs of $126 per barrel. The 10-year Treasury yield dipped on slower-than-expected U.S. economic growth. The big four hyperscalers — Alphabet, Amazon, Microsoft, and Meta — all boosted their already hefty full-year capital expenditure guides, alongside their earnings on Wednesday evening. It's a rarity that they all delivered their quarters on the same night, which gave us an immediate picture of how much more they're all prepared to spend to keep pace in the artificial intelligence race. Normally, we're left piecing it together over several days. With all four outlooks in hand, Alphabet, Amazon, Microsoft, and Meta are committing to spend a total of at least $695 billion this year. That's an over 14% increase from the previous estimate of $608 billion. Here is how that $695 billion number breaks down for this year. (The following order is also how Jim Cramer ranked the earnings.) Alphabet: $180 billion to $190 billion, up from the previous estimate of $175 billion to $185 billion Amazon: unchanged at $200 billion Microsoft: roughly $190 billion (Microsoft did not give a total in its previous guide, which was estimated from analysts estimates on FactSet) Meta Platforms: $125 billion to $145 billion, increased from its prior range of $115 billion to $135 billion One thing is clear. All four companies are not letting ...
Thapana Onphalai/iStock via Getty Images By Catherine Yoshimoto, Director, Product Management, Benchmark Product Development As the June 2026 reconstitution of the Russell US Indexes nears, we share three key considerations: 1. The Russell recon follows a well-orchestrated timeline The
Thapana Onphalai/iStock via Getty Images By Catherine Yoshimoto, Director, Product Management, Benchmark Product Development As the June 2026 reconstitution of the Russell US Indexes nears, we share three key considerations: 1. The Russell recon follows a well-orchestrated timeline The
Sternlicht's Starwood Real Estate Fund Gates Redemptions Earlier this month, when much of the attention was largely focused on private credit, we warned that one of the old, familiar credit market time-bombs, commercial real estate which for many years had been penned as the "Next Big Short", was deteriorating rapidly: according to the latest TREPP CMBS monthly report, March saw a surge in the CMB...
Sternlicht's Starwood Real Estate Fund Gates Redemptions Earlier this month, when much of the attention was largely focused on private credit, we warned that one of the old, familiar credit market time-bombs, commercial real estate which for many years had been penned as the "Next Big Short", was deteriorating rapidly: according to the latest TREPP CMBS monthly report, March saw a surge in the CMBS delinquency rate, which jumped by 41bps to 7.55%, the highest in years, led by a surge in the lodging rate, a category which until now was not a source of concern. It now appears that this particular time bomb is about to go off, as the huge redemptions wave that rocked private credit in recent months is making a move into commercial real estate. According to Bloomberg , Barry Sternlicht's high-profile Starwood Capital Group Management is halting redemptions from a $22 billion real estate fund aimed at retail investors as it seeks to prevent a flight of assets amid mounting pressure on its bet that the commercial real estate markets would quickly recover from interest rate rises in 2022 and 2023 The asset manager is “temporarily suspending” share repurchases from its Starwood Real Estate Income Trust with a few exceptions following a strategic review, according to a letter to shareholders . It will also cut its annualized distribution to 4.7% for Class I shares, down from 6.3% as of March. Sternlicht's fund, one of the first retail private markets funds, pinned its decision to temporarily suspend most redemptions on interest rates that have “remained high”. The move comes after Sreit had restricted investors’ liquidity rights by more than 80% two years ago “We recognize this decision may be frustrating for some shareholders,” Starwood CEO Barry Sternlicht said in the letter. “However, taking this step now allows us to preserve the opportunity to realize better outcomes as market conditions improve.” The issue was “not the real estate,” said Sternlicht in the letter, but r...
Continuing my "Bull vs. Bear" series of articles examining the bullish and bearish arguments for some popular stocks, I come to D-Wave Quantum (NYSE: QBTS) . D-Wave has been a volatile stock, up nearly 150% over the past year but down around 30% year to date, as of this writing. Meanwhile, the stock has drawn about a 16% short interest from investors. Let's delve into the bullish and bearish cases...
Continuing my "Bull vs. Bear" series of articles examining the bullish and bearish arguments for some popular stocks, I come to D-Wave Quantum (NYSE: QBTS) . D-Wave has been a volatile stock, up nearly 150% over the past year but down around 30% year to date, as of this writing. Meanwhile, the stock has drawn about a 16% short interest from investors. Let's delve into the bullish and bearish cases for the quantum computing stock . Image source: The Motley Fool. Continue reading
Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is best known for its industry-leading search technology, and for good reason. While estimates vary, Google continues to dominate with a roughly 90% market share. In recent years, however, the focus has been on the company's emergence as a force in cloud computing and -- more recently -- its prowess in artificial intelligence (AI) . That shift was front and ...
Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is best known for its industry-leading search technology, and for good reason. While estimates vary, Google continues to dominate with a roughly 90% market share. In recent years, however, the focus has been on the company's emergence as a force in cloud computing and -- more recently -- its prowess in artificial intelligence (AI) . That shift was front and center when Alphabet reported its financial results, as the company's cloud growth stunned market watchers, fueled by surging demand for AI. Image source: The Motley Fool. Continue reading
The wave of layoffs that made their way through the tech sector has raised a lot of questions. Most notably, what’s the cause of the latest wave of cuts? Some would argue that a correction from overhiring during the COVID days is to blame, while others might point the finger at the rise of generative ... The Latest Tech Layoffs Look Less Cyclical and More Like the First Wave of AI‑Driven Efficienc...
The wave of layoffs that made their way through the tech sector has raised a lot of questions. Most notably, what’s the cause of the latest wave of cuts? Some would argue that a correction from overhiring during the COVID days is to blame, while others might point the finger at the rise of generative ... The Latest Tech Layoffs Look Less Cyclical and More Like the First Wave of AI‑Driven Efficiency
Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned dollars to make a purchase, is that they expect to make money. Today
Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned dollars to make a purchase, is that they expect to make money. Today
FabrikaCr/iStock via Getty Images The last time I spoke about Zenas BioPharma, Inc. ( ZBIO ), it was with a Seeking Alpha article entitled " Zenas: Maintaining 'Strong Buy' As Cross-Trial Comparison Of Obexelimab Should Not Be A Factor
FabrikaCr/iStock via Getty Images The last time I spoke about Zenas BioPharma, Inc. ( ZBIO ), it was with a Seeking Alpha article entitled " Zenas: Maintaining 'Strong Buy' As Cross-Trial Comparison Of Obexelimab Should Not Be A Factor
Guilherme Soares/iStock via Getty Images I previously rated Iron Mountain Incorporated ( IRM ) as a Buy in February 2026, attributed to their profitable growth prospects across physical and digital data storage capabilities. In this article, I shall discuss why I am
Guilherme Soares/iStock via Getty Images I previously rated Iron Mountain Incorporated ( IRM ) as a Buy in February 2026, attributed to their profitable growth prospects across physical and digital data storage capabilities. In this article, I shall discuss why I am
Activist hedge fund ADW Capital is offering $18 per share to buy Driven Brands ( DRVN ) in a deal that would value it at close to $3B, according to The Wall Street Journal. The move is part of ADW’s effort to turn around
Activist hedge fund ADW Capital is offering $18 per share to buy Driven Brands ( DRVN ) in a deal that would value it at close to $3B, according to The Wall Street Journal. The move is part of ADW’s effort to turn around
CEO Andy Jassy used Wednesday's earnings call to make clear that despite massive investments in warehouse automation, Amazon still sees significant room to grow its robotics operations.
CEO Andy Jassy used Wednesday's earnings call to make clear that despite massive investments in warehouse automation, Amazon still sees significant room to grow its robotics operations.