Justin Sullivan/Getty Images News Robinhood Markets ( HOOD ) shares fell sharply in Tuesday morning trading after the company's first-quarter results fell short of Wall Street expectations, breaking below a key level of technical support (now resistance). The trading platform's stock tumbled about 14% to ~$71 per share at press time, trailing its 50-day moving average around $76.39 a share, accord...
Justin Sullivan/Getty Images News Robinhood Markets ( HOOD ) shares fell sharply in Tuesday morning trading after the company's first-quarter results fell short of Wall Street expectations, breaking below a key level of technical support (now resistance). The trading platform's stock tumbled about 14% to ~$71 per share at press time, trailing its 50-day moving average around $76.39 a share, according to the daily chart. Its Q1 GAAP EPS of $0.38, missing the average analyst estimate of $0.39, fell from $0.66 in Q4 2025 and increased from $0.37 in Q1 2025. Q3 net revenue of $1.07B, trailing the $1.14B consensus, declined from $1.28B in the previous quarter and increased from $927M in the year-ago quarter. In addition to missing consensus estimates, Robinhood ( HOOD ) increased its guidance for full-year adjusted operating expenses and share-based compensation to include investments in Trump Accounts. Seeking Alpha's Quant rating system ranks HOOD a Sell, while the average SA analyst and average Wall Street analyst both rate the stock a Buy. Seeking Alpha More on Robinhood Markets Wall Street Breakfast Podcast: Trump Accounts Hit Robinhood Expenses Robinhood Q1: A Buy After The Double-Miss Robinhood Markets, Inc. (HOOD) Q1 2026 Earnings Call Transcript Robinhood outlines $2.7b-$2.825b 2026 adjusted OpEx outlook while targeting Q2 Rothera launch Robinhood stock slumps as Q1 earnings, revenue fail to impress
JHVEPhoto Warner Bros. Discovery ( WBD ) edged higher by 0.7% amid a report that European antitrust regulators are leaning toward approving the $110 billion sale to Paramount Skydance ( PSKY ). The European Commission appears to be skeptical of opponents' rationale against a transaction, according to traders, who cited a Capitol Forum report that was circulating on Wednesday. The EC may clear the ...
JHVEPhoto Warner Bros. Discovery ( WBD ) edged higher by 0.7% amid a report that European antitrust regulators are leaning toward approving the $110 billion sale to Paramount Skydance ( PSKY ). The European Commission appears to be skeptical of opponents' rationale against a transaction, according to traders, who cited a Capitol Forum report that was circulating on Wednesday. The EC may clear the deal during its Phase 1 probe rather than from an in-depth inquiry of the deal. The transaction is still in pre-notification phase in Europe and it's not clear when the filing will be made, though the companies are leaning towards late May or early June, according to the report. Paramount Skydance ( PSKY ) expects to secure antitrust approvals comfortably in Europe to buy Warner Bros, ( WBD ) and would consider divestments if necessary, Reuters reported in late February. Earlier this week, Paramount Skydance ( PSKY ) flagged 49.5% foreign ownership to fund Warner Bros. ( WBD ) acquisition in an FCC filing. More on Warner Bros. Discovery, Paramount Skydance Corporation Paramount Skydance: A Debt-Heavy, Risky, Long-Term Stock Debt Will Eat Paramount's Future Returns Warner Bros. Discovery And Paramount Skydance: A Lower-Risk Arb Play And A Leveraged Bet Paramount Skydance flags 49.5% foreign ownership to fund Warner Bros. acquisition in FCC filing Paramount Skydance names Media Pulse exclusive ad sales partner in Canada
Bank of America (BofA) raised its price target on Coca-Cola (NYSE:KO) stock to $90 from $88 and reiterated a Buy rating on April 29, following the beverage giant’s “impressive” 10% organic sales growth in Q1 2026. The price target raise by BofA reinforces Coca-Cola stock as a defensive anchor at a moment when richly valued ... BofA Raises Coca-Cola Price Target to $90 on 10% Organic Growth: Is the...
Bank of America (BofA) raised its price target on Coca-Cola (NYSE:KO) stock to $90 from $88 and reiterated a Buy rating on April 29, following the beverage giant’s “impressive” 10% organic sales growth in Q1 2026. The price target raise by BofA reinforces Coca-Cola stock as a defensive anchor at a moment when richly valued ... BofA Raises Coca-Cola Price Target to $90 on 10% Organic Growth: Is the Defensive King Back in Vogue?
Royal Navy chief says unified naval force will deter future Russian threats from the ‘open sea border’ to the north Britain has agreed to create a unified naval force with nine European countries to deter future Russian threats from the “open sea border” to the north, the head of the Royal Navy has announced. Gen Sir Gwyn Jenkins insisted that despite the ongoing crisis in the Middle East, where t...
Royal Navy chief says unified naval force will deter future Russian threats from the ‘open sea border’ to the north Britain has agreed to create a unified naval force with nine European countries to deter future Russian threats from the “open sea border” to the north, the head of the Royal Navy has announced. Gen Sir Gwyn Jenkins insisted that despite the ongoing crisis in the Middle East, where the strait of Hormuz remains closed after the US-Israel war in Iran that “Russia remains the gravest threat to our security”. Continue reading...
adventtr Exchange traded funds with significant exposure to NXP Semiconductors ( NXPI ) drew renewed investor attention after the chipmaker’s shares surged 25% on Wednesday, following stronger-than-expected first-quarter results and an upbeat outlook. The rally followed earnings that exceeded Wall Street forecasts, alongside guidance that signaled improving demand trends across key end markets. An...
adventtr Exchange traded funds with significant exposure to NXP Semiconductors ( NXPI ) drew renewed investor attention after the chipmaker’s shares surged 25% on Wednesday, following stronger-than-expected first-quarter results and an upbeat outlook. The rally followed earnings that exceeded Wall Street forecasts, alongside guidance that signaled improving demand trends across key end markets. Analysts responded with a wave of bullish commentary, further amplifying momentum in the stock and lifting sentiment across semiconductor-linked funds. NXPI is widely held across the ETF landscape, with 312 funds collectively owning 46.9M shares. The sharp move in the stock translated into notable gains for ETFs with heavier portfolio weightings in the company, underscoring how single-stock performance can meaningfully influence fund returns. Outlined below are the 10 ETFs that have the largest portfolio allocation towards shares of NXPI: Cambiar Aggressive Value ETF ( CAMX ), 4.75% allocation. Fidelity Electric Vehicles and Future Transportation ETF ( FDRV ), 4.49% allocation. VanEck Morningstar Wide Moat Value ETF ( MVAL ), 3.51% allocation. Direxion Daily Semiconductor Bull 3x Shares ( SOXL ), 3.31% allocation. Tema International Durable Quality ETF ( ITOL ), 3.31% allocation. iShares Semiconductor ETF ( SOXX ), 3.21% allocation. John Hancock Disciplined Value Select ETF ( JDVL ), 3.18% allocation. First Trust Nasdaq Semiconductor ETF ( FTXL ), 3.10% allocation. YieldMax Semiconductor Portfolio Option Income ETF ( CHPY ), 3.09% allocation. Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund ( SOLR ), 3.06% allocation. Other Semiconductor ETFs: ( SMH ), ( XSD ), ( USD ), ( PSI ), and ( SEMI ). More on markets Oil tops $100 again and the United States Oil Fund LP ETF hit its highest level since 2015 Ray Dalio says a wealth tax may spark a bubble pop Big Tech earnings test AI spending as constraints begin to surface, Citi says Fed meeting ahead: Prediction markets hi...
Starbucks Chief Executive Officer Brian Niccol talks about the latest earnings report, improving the mobile order experience, adding new drink options to the menu and making drinks more consistent. He speaks to Bloomberg's Romaine Bostick. (Source: Bloomberg)
Starbucks Chief Executive Officer Brian Niccol talks about the latest earnings report, improving the mobile order experience, adding new drink options to the menu and making drinks more consistent. He speaks to Bloomberg's Romaine Bostick. (Source: Bloomberg)
STORY: Meta Platforms' Facebook and Instagram were charged on Wednesday with breaching landmark EU tech rules. And regulators said it must do more to block children under 13 from accessing the social networks. The charges, or so-called preliminary findings under the Digital Services Act (DSA), came after a two-year investigation by the European Commission. Meta, which said it disagreed with the pr...
STORY: Meta Platforms' Facebook and Instagram were charged on Wednesday with breaching landmark EU tech rules. And regulators said it must do more to block children under 13 from accessing the social networks. The charges, or so-called preliminary findings under the Digital Services Act (DSA), came after a two-year investigation by the European Commission. Meta, which said it disagreed with the preliminary findings, can respond to the charges and take measures before the Commission issues a final decision. DSA breaches can cost companies fines as much as 6% of their global annual turnover. The EU move comes amid growing concerns worldwide about the impact of social media on children. It's prompting calls on Big Tech to be more proactive and take more effective measures. The EU tech enforcer said 10%-12% of children under 13 in Europe used Facebook and Instagram. Meta says it has measures in place to detect and remove accounts from children under 13... and that it will announce additional measures next week. The Commission said both platforms must change their risk assessment methodology. If regulators feel they still do not do enough to satisfy them, they can still impose a fine... although this step would be many months away.
Article 42.7 had languished in obscurity for decades – until Donald Trump began casting doubt on US commitment to Nato • Don’t get This Is Europe delivered to your inbox? Sign up here Most people have heard of Nato’s article 5 . The “one for all, all for one” clause states an armed attack on one member country should be considered an attack on all, requiring member states to come to the victim’s a...
Article 42.7 had languished in obscurity for decades – until Donald Trump began casting doubt on US commitment to Nato • Don’t get This Is Europe delivered to your inbox? Sign up here Most people have heard of Nato’s article 5 . The “one for all, all for one” clause states an armed attack on one member country should be considered an attack on all, requiring member states to come to the victim’s aid – including with “the use of armed force”. Not so many, till this week, had heard of the EU’s own mutual defence clause, article 42.7 (pdf) , which says that if a member state comes under armed attack, the others “shall have towards it an obligation of aid and assistance by all the means in their power”. That’s perhaps because there hadn’t, until recently, been much need for Europeans to consult article 42.7. More than 40 US military bases and 85,000 troops across the EU (and UK) were testament to Washington’s defence commitment to the old continent. Continue reading...
On Semiconductor has turned into one of the market's hottest recovery stories, but the stock may now be running well ahead of its fundamentals. The stock has nearly doubled from the low $50s to $100 in just a few months as investors rushed back into anything tied to EV and AI data-center power. The problem is that EV demand has become far more uneven, price-sensitive and policy-driven, while ON's ...
On Semiconductor has turned into one of the market's hottest recovery stories, but the stock may now be running well ahead of its fundamentals. The stock has nearly doubled from the low $50s to $100 in just a few months as investors rushed back into anything tied to EV and AI data-center power. The problem is that EV demand has become far more uneven, price-sensitive and policy-driven, while ON's core automotive business is still operating declining growth and weak margins. Global EV sales rose more than 20% in 2025 and Europe's March 2026 EV registrations were strong, so the long-term EV story is still intact. But February 2026 global EV registrations fell 11% year over year, with China down 32% and North America down 35% — highlighting how fragile near-term demand can be when subsidies fade and the macro backdrop worsens. The stock is now being valued on the idea of a clean rebound in EV and industrial demand, yet the company's recent results still reflect inventory overhangs, auto weakness and growing competition in silicon carbide from Chinese players. In other words, investors are paying up for the recovery before the recovery has shown up in the numbers. Trade timing & outlook ON now looks technically stretched after a near-vertical run from about $50 to almost $100. The stock is extremely overbought, momentum has become crowded, and the latest pullback suggests buyers may finally be tiring near the highs. If this rally was driven more by anticipation than by improving fundamentals, a sharp retracement back toward the $70 range is entirely plausible. From a technical standpoint, this is the kind of setup where any softness in semis triggered by earnings or OpenAI's recent tremors can trigger a fast, air-pocket move lower. Fundamentals The stock's current setup looks especially vulnerable because the fundamentals are still mixed: Forward P/E: ~33.8x vs. industry ~37.3x Expected EPS growth: ~32.5% vs. industry ~27.4% Expected revenue growth: ~8% vs. industry ~15...
JHVEPhoto Bristol-Myers Squibb ( BMY ) is projected to report a fall in both earnings and revenue during its first-quarter results on April 30. The consensus EPS Estimate is $1.42 , translating to a 21.1% fall, while revenue is likely to see a 2.5% dip to $10.92B. Over the last 3 months, EPS estimates have seen 4 upward revisions and 7 downward revisions, while revenue estimates have seen 7 upward...
JHVEPhoto Bristol-Myers Squibb ( BMY ) is projected to report a fall in both earnings and revenue during its first-quarter results on April 30. The consensus EPS Estimate is $1.42 , translating to a 21.1% fall, while revenue is likely to see a 2.5% dip to $10.92B. Over the last 3 months, EPS estimates have seen 4 upward revisions and 7 downward revisions, while revenue estimates have seen 7 upward revisions and 1 downward move. Ahead of the earnings, Seeking Alpha analyst Terry Chrisomalis assigned a Strong Buy rating to the stock, driven by robust Growth Portfolio expansion and strategic pipeline execution. Heading into this quarter’s earnings, Chrisomalis noted a positive shift in the company’s momentum as revenue continues to transition from its Legacy Portfolio to its Growth Portfolio. “The thing is that it is near having 60% of its growth portfolio as part of its total revenues, and thus I believe it is on the right track to achieving its strategic goal of countering the loss of patents for key products,” he said. The pharma giant beat estimates last quarter as its growth portfolio offset a slump in demand for its legacy products. Over the last 2 years, BMY has beaten EPS and revenue estimates 100% of the time. The stock has advanced nearly 8% in the year so far, ahead of the S&P 500 index’s 4.8% rise. More on Bristol-Myers Squibb Company Bristol-Myers Squibb: 'Strong Buy' As 2026 Milestones Could Bolster Its Prospects Bristol Myers Squibb: Strong Pipeline, Weak Outlook (Rating Downgrade) Bristol-Myers Squibb: The Market Is Not Pricing The Growth Portfolio That Replaces The Patent Cliff Bristol, Pfizer's Eliquis becoming available on Mark Cuban Cost Plus Drug Insider trades: Marvell Technology, Taiwan Semiconductor among notable names
The Fidelity High Dividend ETF (NYSEMKT:FDVV) seeks higher current income through a leaner portfolio, while the Vanguard Dividend Appreciation ETF (NYSEMKT:VIG) prioritizes consistent dividend growth and low management costs. Investors often face a choice between maximizing current income and prioritizing long-term dividend durability. This comparison examines how a strategy focused on maximizing ...
The Fidelity High Dividend ETF (NYSEMKT:FDVV) seeks higher current income through a leaner portfolio, while the Vanguard Dividend Appreciation ETF (NYSEMKT:VIG) prioritizes consistent dividend growth and low management costs. Investors often face a choice between maximizing current income and prioritizing long-term dividend durability. This comparison examines how a strategy focused on maximizing current yield via sector tilts interacts with a more conservative approach that prioritizes companies with a decade or more of consistent payout increases. Investors may choose one over the other based on their immediate income needs or long-term growth objectives. 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