J Studios/DigitalVision via Getty Images Though the recent rally in the S&P 500 suggests a bull market, the gains have been concentrated in a small handful of stocks, particularly in the semiconductor sector. Meanwhile, most stocks in the software sector remain in a deep bear market, thanks to rising fears
J Studios/DigitalVision via Getty Images Though the recent rally in the S&P 500 suggests a bull market, the gains have been concentrated in a small handful of stocks, particularly in the semiconductor sector. Meanwhile, most stocks in the software sector remain in a deep bear market, thanks to rising fears
VichienPetchmai/iStock via Getty Images Thesis We’ve just seen Avantor, Inc. ( AVTR ) deliver a slightly better-than-expected 1Q26. Adjusted EPS came in at $0.17, which was a $0.01 beat, with revenue hitting $1.58 billion, about a $40 million beat but flat year over year. Alongside this, adjusted EBITDA
VichienPetchmai/iStock via Getty Images Thesis We’ve just seen Avantor, Inc. ( AVTR ) deliver a slightly better-than-expected 1Q26. Adjusted EPS came in at $0.17, which was a $0.01 beat, with revenue hitting $1.58 billion, about a $40 million beat but flat year over year. Alongside this, adjusted EBITDA
Apple (NasdaqGS:AAPL) has announced that John Ternus will succeed Tim Cook as CEO on 1 September. The handover represents Apple's most significant leadership change since 2011, with Ternus bringing a hardware focused background to the role. The transition coincides with management attention on AI, product development and operational restructuring across the company. For investors watching Apple (N...
Apple (NasdaqGS:AAPL) has announced that John Ternus will succeed Tim Cook as CEO on 1 September. The handover represents Apple's most significant leadership change since 2011, with Ternus bringing a hardware focused background to the role. The transition coincides with management attention on AI, product development and operational restructuring across the company. For investors watching Apple (NasdaqGS:AAPL), this CEO transition comes as the company continues to center its business on...
Paradox Interactive press release ( PRXXF ): Q1 GAAP EPS of SEK 0.82. Revenue of SEK 431.1M (-7.0% Y/Y). At the end of the period, cash and cash equivalents amounted to SEK 1,554.6M (vs. SEK 1,501.5M in the prior year quarter). More on Paradox Interactive Historical earnings data for Paradox Interactive Dividend scorecard for Paradox Interactive Financial information for Paradox Interactive
Paradox Interactive press release ( PRXXF ): Q1 GAAP EPS of SEK 0.82. Revenue of SEK 431.1M (-7.0% Y/Y). At the end of the period, cash and cash equivalents amounted to SEK 1,554.6M (vs. SEK 1,501.5M in the prior year quarter). More on Paradox Interactive Historical earnings data for Paradox Interactive Dividend scorecard for Paradox Interactive Financial information for Paradox Interactive
Earnings Call Insights: Spok Holdings (SPOK) Q1 2026 Management View Spok’s leadership emphasized a cost-and-growth reset tied to its long-running strategy shift: "Since our strategic pivot we announced about 4 years ago now, our focus has not changed. That is to increase our
Earnings Call Insights: Spok Holdings (SPOK) Q1 2026 Management View Spok’s leadership emphasized a cost-and-growth reset tied to its long-running strategy shift: "Since our strategic pivot we announced about 4 years ago now, our focus has not changed. That is to increase our
U.S. stocks have managed an impressive turnaround since the Iran war trimmed 9% off of the S&P 500 (SNPINDEX: ^GSPC) earlier this year. But since the war isn't over and oil prices are still over $100 a barrel, it might be giving investors some reason for concern. While I think that's fair, there's one overarching factor that gives me confidence to keep buying: corporate earnings. Since the market'...
U.S. stocks have managed an impressive turnaround since the Iran war trimmed 9% off of the S&P 500 (SNPINDEX: ^GSPC) earlier this year. But since the war isn't over and oil prices are still over $100 a barrel, it might be giving investors some reason for concern. While I think that's fair, there's one overarching factor that gives me confidence to keep buying: corporate earnings. Since the market's leadership has spread beyond just megacap tech in 2026, I believe that Vanguard Total Stock Market ETF (NYSEMKT: VTI) is the no-brainer exchange-traded fund (ETF) to buy right now. While there are signs of weakness in the labor market and inflation is rising again, I think the S&P 500 will struggle to fall too far as long as corporate earnings hold up. But they're doing more than holding up right now. They're actually strengthening. Continue reading
France ’s government is not revising its growth forecasts despite a surprise stagnation in the first quarter on weak domestic demand and a fall in exports, Finance Minister Roland Lescure said Thursday. The economy failed to grow in the first three months of the year partly due to the impact of the start of the Iran war, and also because of temporary factors including a dip in public investment ah...
France ’s government is not revising its growth forecasts despite a surprise stagnation in the first quarter on weak domestic demand and a fall in exports, Finance Minister Roland Lescure said Thursday. The economy failed to grow in the first three months of the year partly due to the impact of the start of the Iran war, and also because of temporary factors including a dip in public investment ahead of local elections as well as lower demand for energy as a result of mild temperatures, Lescure said. The government already slightly reduced its 2026 growth forecast earlier this month to 0.9% to account for the impact of the conflict in the Middle East. “There are three quarters left in the year, if growth comes off pause and picks up in the two or three coming quarters, there is no reason to start afresh,” he said on RTL radio. “The conflict is very uncertain, must be followed very closely, and if we need to adapt forecasts we will do it but at this stage there is no reason to do that.” Euro-Zone Growth Slows as Iran War Brings Stagflation Closer France Sticks to 2029 Deficit Goal as It Trims Growth Forecasts
Klaus Vedfelt/DigitalVision via Getty Images Shares of Choice Hotels International ( CHH ) are limping through Thursday’s trading with a loss of 14% at midday as first-quarter results showed a significant deterioration in the hotel chain’s unadjusted profits, overshadowing record revenue and a 32% increase in room openings.
Klaus Vedfelt/DigitalVision via Getty Images Shares of Choice Hotels International ( CHH ) are limping through Thursday’s trading with a loss of 14% at midday as first-quarter results showed a significant deterioration in the hotel chain’s unadjusted profits, overshadowing record revenue and a 32% increase in room openings.
Palantir Technologies has had a rough start to 2026. Analysts at Oppenheimer initiated coverage of Palantir stock with an Outperform rating and a $200 price target in a research note Thursday. Palantir stock was up 0.1% to $138.11 on Thursday.
Palantir Technologies has had a rough start to 2026. Analysts at Oppenheimer initiated coverage of Palantir stock with an Outperform rating and a $200 price target in a research note Thursday. Palantir stock was up 0.1% to $138.11 on Thursday.
Citigroup Inc. is stepping back from physical trading in industrial metals and has made a number of staff from its commodities team redundant, an employment tribunal in London heard. The bank has in recent years grown to become one of the biggest banks in commodities, challenging long-time leaders Goldman Sachs Group Inc., Macquarie Group Ltd. and Morgan Stanley. It has made waves on the London Me...
Citigroup Inc. is stepping back from physical trading in industrial metals and has made a number of staff from its commodities team redundant, an employment tribunal in London heard. The bank has in recent years grown to become one of the biggest banks in commodities, challenging long-time leaders Goldman Sachs Group Inc., Macquarie Group Ltd. and Morgan Stanley. It has made waves on the London Metal Exchange taking delivery of physical metal as part of bold financing trades that put it in competition with large trading houses. However, the bank is now “reducing its physical footprint” and physical metals trading will no longer be a “core business activity,” according to a January 2026 letter warning employees of redundancy that was made public as part of the hearing. Jesse Crozier, a lawyer for Citi, referred to the “effective shutting down” of the bank’s physical metals business. Citi notified 11 employees in its commodities unit that they were at risk of redundancy in January and a number of them have since been dismissed, according to the bank’s submissions. “This (small) adjustment to our physical footprint was specific to the physical industrial metals marketing & trading business only and does not impact any other part of our industrial metals operations,” the bank said in an emailed statement. “Citi continues to have physical financing capabilities across industrial metals and to have a significant footprint in precious metals and across commodities.” The case was brought by Reagan Nettleingham, a former salesperson in Citi’s metals team, who claims he was made redundant as retaliation for blowing the whistle on what he says were “rogue sales” in agriculture in 2025. “I believe I was dismissed because I made protected disclosures,” Nettleingham said in a witness statement. “This is a straightforward case of a whistleblower raising concerns, and being stereotypically branded as unhelpful, a problem, or something that had to be managed out, rather than genuine...