Shares of Cardinal Health are taking a hit on Thursday after the drug distributor reported mixed quarterly results. We're not buyers of the dip just yet. Revenue for the three months ending March 31 increased 11% year over year to $60.94 billion, missing expectations of $61.7 billion, according to LSEG. Adjusted earnings per share (EPS) came in at $3.17, ahead of the $2.79 consensus estimate compiled by LSEG. CAH 1Y mountain Cardinal Health 1-year return Bottom line Good, not great, is how Jim Cramer described Cardinal Health's performance during Thursday's Morning Meeting . While sales missed the mark across all three operating segments, overall profitability was strong — except for the Global Medical Products and Distribution segment, where Cardinal's tariff exposure lies — and free cash flow was three times the Street's consensus estimate. On the call with investors, CFO Aaron Alt said fluctuations in the sales mix between GLP-1s, IRA changes, and generics weighed on Pharmaceutical and Specialty Solutions segment revenues, while Global Medical Products and Distribution sales were held back by lower distribution volumes. In addition, the team raised its outlook for full-year earnings. However, only 13 cents of the 50-cent increase at the midpoint is attributable to improved operational performance, with the remainder attributable to taxes, share repurchases, and interest/other expenses. Still better than Street expectations, just not by as much. So, where do we stand now? Obviously, we wish we hadn't initiated Cardinal in early March, ahead of the quarter. However, hindsight is 20/20, and the only thing that matters now is where the stock is going. At $190 apiece, shares are trading at about 16 times estimates for fiscal year 2027, which ends in June 2027. That puts us on the lower end of the roughly 15-21 times range we've seen over the past year, and the lowest we've seen since October of last year. We still wouldn't rush into the stock, which is down more than ...

Apple (NASDAQ: AAPL) surprised much of the market when it announced that longtime CEO Tim Cook would be stepping down in September and transition to executive chairman of Apple's board of directors. John Ternus, who has been serving as the company's senior vice president of hardware engineering, has been chosen to become the new CEO. Similar to when Cook took over for Apple co-founder Steve Jobs, Ternus will step into the top job with much less name-brand recognition than Cook and big shoes to fill. Not only did Cook dramatically reshape Apple's supply chain, but he also delivered tremendous returns to shareholders during his legendary 15-year stint. If Ternus can take anything away from Cook's run, it should be this $841 billion lesson. Continue reading

Key PointsHigh oil prices are driving up input costs for packaged food companies.

MicroStockHub/iStock via Getty Images Optimism among individual investors about the short-term outlook for stocks decreased in the latest AAII Sentiment Survey. Meanwhile, neutral sentiment and pessimism increased. Bullish sentiment, expectations that stock prices will rise over the next six months, decreased

格隆汇5月1日｜纽元兑美元NZD/USD站上0.59，日内涨1.22%。

Our AstraZeneca (NASDAQ:AZN) call comes one day after the British drugmaker reported Q1 2026 revenue of $15.29 billion, up 13% year over year, and reaffirmed full-year guidance. With shares at $185.20, the stock has cooled from its 52-week high of $210.50. Our 24/7 Wall St. price target for AstraZeneca is $227.39, implying 22.78% upside over ... AstraZeneca Is a Buy as More Than 20 Phase III Readouts Loom

Key PointsQualcomm released its second-quarter results after the market’s close on Wednesday.

格隆汇5月1日｜中国地震台网自动测定：05月01日02时21分在江西赣州市寻乌县附近发生3.2级左右地震，最终结果以正式速报为准。

格隆汇5月1日｜美元兑加元USD/CAD失守1.36，日内跌幅0.61%。

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格隆汇5月1日｜英国反恐警察负责人：英国近期一直面临逐渐上升的恐怖威胁。

Image source: The Motley Fool. Thursday, April 30, 2026 at 1 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

格隆汇5月1日｜据“伊朗国际”援引两名知情人士的话报道，伊朗总统佩泽希齐扬与伊朗议会议长卡利巴夫对伊朗外长阿拉格齐开展外交工作的方式表示不满，尤其是核谈判，并呼吁将其罢免。

gorodenkoff/iStock via Getty Images I am bullish on Nuvalent, Inc. ( NUVL ) not because it is "undervalued" compared with other biotechs through traditional metrics. It is not. I simply see Nuvalent as one of those few instances of late-stage oncology assets that will

Earnings Call Insights: Trane Technologies (TT) Q1 2026 Management View “Q1 was another strong quarter, marked by exceptional enterprise organic bookings, up 24% and a record backlog of $10.7 billion, up over 30% versus year-end 2025.” (Chairman of the Board & CEO David Regnery)

Earnings Call Insights: Royal Caribbean Group (RCL) Q1 2026 Management View "This morning, we reported first quarter results that exceeded our expectations, along with a record wave season" (CEO & Chairman Jason Liberty), adding: "Revenue grew 11% year-over-year... and we returned $1.1 billion of capital through dividends and share buybacks."

Pershing Square USA（PSUS）美国IPO第二个交易日盘中涨超7.2%，对冲基金经理比尔·阿克曼买入了50万股PSUS股票和80万股潘兴广场（Pershing Square Inc.）股票。

tupungato Shares of Microsoft ( MSFT ) declined sharply following its latest earnings release, extending a notable pattern of post-report weakness. The stock fell 4.7% and traded lower throughout the session, putting it on track for its 13th consecutive earnings day decline from market open

Bloomberg's Jack Ryan joins Scarlet Fu on "Bloomberg Markets." Gold extended a decline with the indefinite closure of the Strait of Hormuz continuing to heighten inflation risks and the Federal Reserve signaling the war in Iran is clouding the economic outlook. (Source: Bloomberg)

Wednesday night was a busy one for the stock market as Microsoft, Meta Platforms, Amazon.com, and Alphabet all reported their most recent quarterly results. One key takeaway: These massive cloud providers have no plans to slow down their hefty investments towards building out the infrastructure needed to power AI. Microsoft said it expects to invest about $190 billion in capex for the year, which was well ahead of Wall Street’s 2026 estimate of $160 billion.

A new bill would give you Social Security credit for looking after your children or your aging parents.

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The three major U.S. stock indexes moved higher by midday Thursday, though the gains were uneven. The themes of the day were earnings reports, oil prices, and artificial intelligence (AI). As usual, right? Continue reading

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OpenAI is launching additional opt-in protections for ChatGPT accounts. The new security initiative includes a new partnership with security key provider Yubico.

Key PointsInvestors have numerous options for high-yield dividend stocks.

Key PointsThe Trump administration is creating the Maritime Freedom Construct.

House Unanimously Approves Bill To End 76-Day DHS Shutdown, Sending Measure To Trump Well that was anticlimactic... On Thursday, the House of Representatives approved by voice vote a Senate-passed bill to fund most of the Department of Homeland Security, clearing the way to end the longest partial government shutdown in U.S. history after 76 days. The measure now heads to President Trump’s desk. The shutdown, which began February 14, will officially conclude once the president signs the legislation into law. Democrats had long objected to funding Immigration and Customs Enforcement (ICE) and Border Patrol - the two DHS agencies at the center of the administration’s immigration crackdown - prompting the impasse. The Senate unanimously passed legislation last month to fund the remainder of DHS, but House Republicans initially rejected the plan, arguing it would amount to caving to Democratic demands to defund the president’s immigration agenda. After weeks of negotiations, House Speaker Johnson, Senate Majority Leader John Thune, and President Trump settled on a two-track solution. The first track - immediate House passage of the Senate bill - will reopen the broader department. The second track will fund ICE and Border Patrol through the budget reconciliation process, allowing Republicans to advance the measure without Senate Democratic support. Both chambers took the first formal step toward reconciliation this week by adopting a budget plan that directs the relevant committees to draft legislation funding the immigration enforcement agencies. President Trump has said he wants the full reconciliation package on his desk by June 1. The president ordered DHS to redirect funds to cover employee payroll in March, but Homeland Security Secretary Markwayne Mullin warned that money for payroll would run out by the beginning of May, intensifying pressure on lawmakers to act. ICE and Border Patrol have been largely insulated from the shutdown’s effects. Both agencies receive...

iamporpla/iStock via Getty Images Nutrien ( NTR ) up 3% in Thursday's trading as Bank of America upgraded the world's largest producer of potash and second-largest producer of nitrogen fertilizer to Buy from Neutral with an $82 price target, calling it "a best-in-class operator in an agriculture