Corning (GLW) reported Q1 2026 core sales of $4.35 billion, representing an 18% year-over-year increase. The core insight hiding beneath this headline beat is how entirely the AI-driven acceleration is offsetting the more modest growth currently seen in the company's traditional Glass Innovations segment.
Corning (GLW) reported Q1 2026 core sales of $4.35 billion, representing an 18% year-over-year increase. The core insight hiding beneath this headline beat is how entirely the AI-driven acceleration is offsetting the more modest growth currently seen in the company's traditional Glass Innovations segment.
American fabless semiconductor manufacturer and AI company Astera Labs (NASDAQ: ALAB) is in the middle of a momentum regime change. The chart, the income statement, and the AI capex cycle are all confirming this at once, and the technical setup behind the next leg higher will continue to compound rather than fade. Astera Labs closed at ... What an Astera Labs Golden Cross Tells Investors About the...
American fabless semiconductor manufacturer and AI company Astera Labs (NASDAQ: ALAB) is in the middle of a momentum regime change. The chart, the income statement, and the AI capex cycle are all confirming this at once, and the technical setup behind the next leg higher will continue to compound rather than fade. Astera Labs closed at ... What an Astera Labs Golden Cross Tells Investors About the Next Leg Up
Standard Motor Products ( SMP ) declares $0.33/share quarterly dividend , in line with previous. Forward yield 3.55% Payable June 1; for shareholders of record May 15; ex-div May 15. See SMP Dividend Scorecard, Yield Chart, & Dividend Growth.
Standard Motor Products ( SMP ) declares $0.33/share quarterly dividend , in line with previous. Forward yield 3.55% Payable June 1; for shareholders of record May 15; ex-div May 15. See SMP Dividend Scorecard, Yield Chart, & Dividend Growth.
The iShares Semiconductor ETF (NASDAQ:SOXX) offers specialized exposure to chipmakers with lower costs, while the iShares U.S. Technology ETF (NYSEMKT:IYW) provides a broader, lower-volatility play across the entire technology sector. Investors looking for outsized growth often turn to the technology sector, but the level of concentration significantly impacts the risk profile. While the iShares S...
The iShares Semiconductor ETF (NASDAQ:SOXX) offers specialized exposure to chipmakers with lower costs, while the iShares U.S. Technology ETF (NYSEMKT:IYW) provides a broader, lower-volatility play across the entire technology sector. Investors looking for outsized growth often turn to the technology sector, but the level of concentration significantly impacts the risk profile. While the iShares Semiconductor ETF drills deep into a single industry, the iShares U.S. Technology ETF casts a wider net across software, hardware, and communication services. This comparison examines how these two funds from the same issuer balance growth potential against sector-specific volatility. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
champc/iStock via Getty Images The following segment was excerpted from the Allspring Growth Fund Q1 2026 Commentary. Top Contributors and Detractors to Quarter-end Fund Performance CONTRIBUTORS Comfort Systems USA, Inc. ( FIX ) Vertiv Holdings Co. Quanta Services, Inc. Carpenter Technology Corp. ( CRS ) Taiwan Semiconductor Manufacturing Co. Ltd. ( TSM ) DETRACTORS AppLovin Corp. Robinhood Market...
champc/iStock via Getty Images The following segment was excerpted from the Allspring Growth Fund Q1 2026 Commentary. Top Contributors and Detractors to Quarter-end Fund Performance CONTRIBUTORS Comfort Systems USA, Inc. ( FIX ) Vertiv Holdings Co. Quanta Services, Inc. Carpenter Technology Corp. ( CRS ) Taiwan Semiconductor Manufacturing Co. Ltd. ( TSM ) DETRACTORS AppLovin Corp. Robinhood Markets, Inc. DoorDash, Inc. Reddit, Inc. ( RDDT ) Shopify Inc. ( SHOP ) The holdings identified do not represent all of the securities purchased or sold during the period shown and should not be construed as a recommendation to purchase or sell a particular security. Information on calculation methodology and a list showing the overall contribution of each holding in the account for the period shown are available upon request. Click to enlarge Contributors Comfort Systems USA ( FIX ) supports the data center build-out with speed. Comfort Systems provides cooling, electrical, and plumbing services that are used in data centers and essential to the build-out of AI infrastructure. The company entered 2026 with a robust backlog and high visibility into projected revenue for complex projects. As speed is one of the greatest challenges in the build-out of AI data centers, Comfort Systems has benefited from increased adoption of its modular solutions, which are manufactured offsite and well suited for labor-constrained, rural markets. During the quarter, estimate revisions accelerated meaningfully as growth far outpaced expectations while labor shortages reinforced pricing power and supported margins. We believe the company remains well positioned to benefit from robust and sustainable demand for AI-driven infrastructure. Vertiv Holdings Co. ( VRT ) continues to heat up. The company manufactures innovative cooling and power solutions for data centers that consume substantially less energy than legacy systems. As hyper-scaler capex has fueled a massive build-out of AI infrastructure, th...
Amazon (NASDAQ: AMZN) and Meta (NASDAQ: META) both recently dropped Q1 2026 results, and the earnings reports could not have framed two more different empires. Amazon is becoming the picks-and-shovels landlord of the AI era. Meta is racing to become a superintelligence platform on top of the world’s largest social graph. Same day, same beat, ... Amazon vs. Meta: Which Stock Will Win Over the Next ...
Amazon (NASDAQ: AMZN) and Meta (NASDAQ: META) both recently dropped Q1 2026 results, and the earnings reports could not have framed two more different empires. Amazon is becoming the picks-and-shovels landlord of the AI era. Meta is racing to become a superintelligence platform on top of the world’s largest social graph. Same day, same beat, ... Amazon vs. Meta: Which Stock Will Win Over the Next Decade?
Alex Cristi March Leading Indicator Index: -0.6% M/M vs. -0.2% consensus, according to data released by The Conference Board on Thursday. The print followed a 0.3% M/M increase in February. Coincident Economic Index: 115.2 svs. 115.2 in February. Lagging Economic Index: 120.4 vs. 120.0 prior. Developing… Check back for updates. More on the US Economy U.S. Q1 GDP rises 2.0%, less than expected in i...
Alex Cristi March Leading Indicator Index: -0.6% M/M vs. -0.2% consensus, according to data released by The Conference Board on Thursday. The print followed a 0.3% M/M increase in February. Coincident Economic Index: 115.2 svs. 115.2 in February. Lagging Economic Index: 120.4 vs. 120.0 prior. Developing… Check back for updates. More on the US Economy U.S. Q1 GDP rises 2.0%, less than expected in initial print; prices rise more Core PCE inflation cools as expected in March Inflation Alarms Starting To Ring In The Bond Market Inflation Nears The 'Red Zone,' Odds Of The Fed Hikes Rise
Canada Packers Inc. ( CPKR:CA ) declares CAD 0.23/share quarterly dividend , in line with previous. Payable June 30; for shareholders of record June 9; ex-div June 9. See CPKR:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Canada Packers Inc. Historical earnings data for Canada Packers Inc. Dividend scorecard for Canada Packers Inc. Financial information for Canada Packers Inc.
Canada Packers Inc. ( CPKR:CA ) declares CAD 0.23/share quarterly dividend , in line with previous. Payable June 30; for shareholders of record June 9; ex-div June 9. See CPKR:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Canada Packers Inc. Historical earnings data for Canada Packers Inc. Dividend scorecard for Canada Packers Inc. Financial information for Canada Packers Inc.
Japan Intervened In FX Market To Buy Yen With Brent surging to a new post war high overnight, rising as high as $125 on fear of an imminent resumption of hostilities in Iran, which dragged yields higher, and also pushed the USDJPY above 160 for the first time since late March, overnight Japan made clear - again - it wouldn't take it any more, with the usual round of jawboning. *KATAYAMA: WE ARE MO...
Japan Intervened In FX Market To Buy Yen With Brent surging to a new post war high overnight, rising as high as $125 on fear of an imminent resumption of hostilities in Iran, which dragged yields higher, and also pushed the USDJPY above 160 for the first time since late March, overnight Japan made clear - again - it wouldn't take it any more, with the usual round of jawboning. *KATAYAMA: WE ARE MONITORING FX MARKET WHILE YOU ARE ON HOLIDAY *KATAYAMA: WE ARE NEARING TIMING TO TAKE BOLD ACTION ON FX Then *MIMURA: WE ARE NEARING TIME TO TAKE BOLD ACTION ON FX *MIMURA: THIS IS MY FINAL WARNING BEFORE ACTION Then *JAPAN PM TAKAICHI HOLDS PHONE TALKS WITH IRAN PRESIDENT: KYODO JAPAN PM TAKAICHI: I HAVE WORKED TO ENSURE PASSAGE OF JAPANESE-RELATED VESSEL THROUGH STRAIT OF HORMUZ" RTRS And while the market had grown used to constant jawboning by Japanese officials, this time Japan finally put its money where its mouth was, and with the USDJPY extending gains after all this verbal diarrhea, at precisely 4am ET, or just as Japan was closing (as we head into a long weekend, with most of Asia off tomorrow and Japan kicking off with golden week starting Monday to Wednesday 6th May), the USDJPY tumbled sharply, and then continued to slide for the next 4 hours, plunging as much as 500 pips to a session low of 155.57. The move which strengthened the yen by the most since 2023... ... immediately prompted speculation of intervention by Japan's authorities, especially since in recent weeks Japan had been jawboning not only against the yen but also oil prices, which mysteriously also tumbled from a multi year high. There were early signs that Japan was indeed involved, with some 57BN in USDJPY volumes this morning, far above normal average. Note, previous intervention volumes in 2022 and 2024, EBS volumes had gotten up to around 70BN (for 29apr24 and 21oct22). On Friday 23 January 2026 on US rate check day – EBS volumes got to around 50BN. And while normally we would have to wait days ...
Steve Eisman of "The Big Short" fame said he has little problem with the wider stock market at current levels, but he's finding opportunities to bet against select names, including credit-scoring firm Fair Isaac. "The Real Eisman Playbook" podcast host and former Neuberger Berman senior portfolio manager said the market environment looks strikingly similar to last year: resilient credit conditions...
Steve Eisman of "The Big Short" fame said he has little problem with the wider stock market at current levels, but he's finding opportunities to bet against select names, including credit-scoring firm Fair Isaac. "The Real Eisman Playbook" podcast host and former Neuberger Berman senior portfolio manager said the market environment looks strikingly similar to last year: resilient credit conditions, heavy spending tied to artificial intelligence and a bifurcated, or "K-shaped," economy where strength remains unevenly distributed. "We're literally back to where we were last year, the same exact narrative, unchanged. It's as if nothing happened in between," Eisman said Thursday on CNBC's " Squawk Box. " "I don't have a problem with the market right now. I really don't." Eisman said his portfolio remains tilted toward technology and some financial stocks, while avoiding more defensive corners of the market such as consumer staples and energy. FICO short Eisman said he is short FICO, the company best known for its widely used credit scores, arguing that its pricing strategy has alienated customers and opened the door to competitors. "I'll say this openly. I'm short FICO," he said. "FICO, very arrogantly, has raised prices about 500% over the last many, many years. It has ticked off literally everybody in the lending world, and even now, after they've cut prices." FICO 1D mountain Fair Isaac Thursday He pointed to VantageScore as an alternative provider that's gaining traction, particularly in mortgage underwriting. By his math, lenders could pay around $2,000 to FICO for every 100 mortgage applications, compared with roughly $99 using VantageScore. Shares of Fair Isaac fell 3.5% Thursday after Eisman revealed his short. The stock is down nearly 40% so far in 2026.
Spin Master ( TOY:CA ) declares CAD 0.12/share quarterly dividend , in line with previous. Payable July 10; for shareholders of record June 26; ex-div June 26. See TOY:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Spin Master Spin Master Corp. 2025 Q4 - Results - Earnings Call Presentation Spin Master Corp. (TOY:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Spi...
Spin Master ( TOY:CA ) declares CAD 0.12/share quarterly dividend , in line with previous. Payable July 10; for shareholders of record June 26; ex-div June 26. See TOY:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Spin Master Spin Master Corp. 2025 Q4 - Results - Earnings Call Presentation Spin Master Corp. (TOY:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Spin Master Dividend scorecard for Spin Master Financial information for Spin Master
(RTTNews) - A report released by the Commerce Department on Thursday showed U.S. economic growth reaccelerated in the first quarter of 2026 but came in slightly below economist estimates.
(RTTNews) - A report released by the Commerce Department on Thursday showed U.S. economic growth reaccelerated in the first quarter of 2026 but came in slightly below economist estimates.
Getty Images By James Smith, Developed Markets Economist, UK One month ago, Bank of England Governor Andrew Bailey told us markets were getting ahead of themselves on rate hike pricing. That feels like the underlying message from the April decision, which keeps interest rates at 3.75%. But it’s also clear the Bank is inching closer to a rate hike in June. That’s narrowly now our base case. Like ev...
Getty Images By James Smith, Developed Markets Economist, UK One month ago, Bank of England Governor Andrew Bailey told us markets were getting ahead of themselves on rate hike pricing. That feels like the underlying message from the April decision, which keeps interest rates at 3.75%. But it’s also clear the Bank is inching closer to a rate hike in June. That’s narrowly now our base case. Like everyone else, the Bank is dealing with the uncertainty through scenarios. Its middle scenario B is largely premised on current market pricing. Oil quickly eases back below 100 USD/bbl, and natural gas stays roughly where we are now through most of this year before moving gradually lower. Crucially, that scenario generates virtually no second-round effects on inflation, the Bank thinks; the impact on wage growth is marginal. In that scenario, it seems like most officials are still edging towards keeping Bank Rate on hold this year – even if its model-based simulations, including its policy report, point to one, maybe two hikes, even with energy prices coming swiftly lower. Governor Bailey characterised the decision not to cut, which is what the Bank was likely to have done pre-war, as in effect a decision to tighten policy. The elephant in the room here is that the crisis in the Middle East is showing little sign of resolving. And the chances of us ending up in a less benign scenario are rising. Admittedly, the Bank’s more extreme scenario is indeed extreme. It assumes natural gas prices double – something that feels unlikely right now. And remember that natural gas prices are arguably more important for UK inflation – and the risk of second round effects – than oil. Still, our own base case is a little more aggressive on energy prices than the Bank’s middle scenario – and with every day that passes without the Strait of Hormuz reopening, the more likely it is that energy prices stay more elevated for longer. Our own UK inflation forecasts, peaking a touch above 4% this year,...