‘I think we give much more than what we get back’ Novak Djokovic lending his support to players Jannik Sinner refused to rule out participating in a player boycott of the grand slam tournaments and accused the majors of disrespect for the top players due to their lack of response in the ongoing prize money dispute. “It’s more about respect, you know?” said Sinner, the men’s No 1. “Because I think ...
‘I think we give much more than what we get back’ Novak Djokovic lending his support to players Jannik Sinner refused to rule out participating in a player boycott of the grand slam tournaments and accused the majors of disrespect for the top players due to their lack of response in the ongoing prize money dispute. “It’s more about respect, you know?” said Sinner, the men’s No 1. “Because I think we give much more than what we are getting back. It’s not only for the top players; it’s for all of us players. Again, from men’s and women’s side, we are very, very equal. I think the top 10 men, top 10 women, we wrote a letter. It’s not nice that after one year we are not even close to the conclusion of what we would like to have. Continue reading...
Earnings Call Insights: Atmos Energy (ATO) Q2 2026 Management View “Yesterday, we reported year-to-date fiscal '26 net income of $985 million or $5.92 per diluted share, and we updated our earnings per share guidance range to $8.40 to $8.50,” said CEO John Akers.
Earnings Call Insights: Atmos Energy (ATO) Q2 2026 Management View “Yesterday, we reported year-to-date fiscal '26 net income of $985 million or $5.92 per diluted share, and we updated our earnings per share guidance range to $8.40 to $8.50,” said CEO John Akers.
Earnings Call Insights: Commerce.com, Inc. (CMRC) Q1 2026 Management View "Q1 2026 was a strong start to the year," said Christopher Hess (CEO & Director), adding, "We delivered revenue of $86.8 million, non-GAAP operating income of $12.4 million and GMV of $8.3 billion." He also said, "We also delivered positive GAAP net
Earnings Call Insights: Commerce.com, Inc. (CMRC) Q1 2026 Management View "Q1 2026 was a strong start to the year," said Christopher Hess (CEO & Director), adding, "We delivered revenue of $86.8 million, non-GAAP operating income of $12.4 million and GMV of $8.3 billion." He also said, "We also delivered positive GAAP net
Earnings Call Insights: The Middleby Corporation (MIDD) Q1 2026 Management View "I'm excited for the next few months and what it holds for Middleby," said CEO Timothy FitzGerald, highlighting "raising our guidance for the year" and saying the period "culminates with the separation of the
Earnings Call Insights: The Middleby Corporation (MIDD) Q1 2026 Management View "I'm excited for the next few months and what it holds for Middleby," said CEO Timothy FitzGerald, highlighting "raising our guidance for the year" and saying the period "culminates with the separation of the
Monica Schipper Billionaire hedge fund manager Paul Tudor Jones is doubling down on artificial intelligence ( AIQ ) ( AIEQ ) stocks, contending Thursday the AI bull market has significant runway ahead. The Tudor Investment Corporation founder revealed he purchased more AI stocks following a recent
Monica Schipper Billionaire hedge fund manager Paul Tudor Jones is doubling down on artificial intelligence ( AIQ ) ( AIEQ ) stocks, contending Thursday the AI bull market has significant runway ahead. The Tudor Investment Corporation founder revealed he purchased more AI stocks following a recent
Earnings Call Insights: Kulicke and Soffa (KLIC) Q2 2026 Management view "We are again pleased to report demand is improving at a faster and stronger pace than previously expected," said (Interim CEO, Executive VP of Finance & IT and CFO Lester Wong), adding, "Customer sentiment remains strong
Earnings Call Insights: Kulicke and Soffa (KLIC) Q2 2026 Management view "We are again pleased to report demand is improving at a faster and stronger pace than previously expected," said (Interim CEO, Executive VP of Finance & IT and CFO Lester Wong), adding, "Customer sentiment remains strong
Earnings Call Insights: Matrix Service Company (MTRX) Q3 fiscal 2026 Management view “First, the business returned to profitability in the quarter as we earned $0.13 per fully diluted share on an adjusted basis despite revenue levels being impacted by client-related delays and
Earnings Call Insights: Matrix Service Company (MTRX) Q3 fiscal 2026 Management view “First, the business returned to profitability in the quarter as we earned $0.13 per fully diluted share on an adjusted basis despite revenue levels being impacted by client-related delays and
Earnings Call Insights: Essential Utilities (WTRG) Q1 2026 Management view "As you likely saw in a press release we put out 2 weeks ago, we accomplished our first milestone regarding regulatory approval. The Kentucky Public Service Commission officially approved our merger request" (Chairman, President & CEO Christopher Franklin), while adding the American Water transaction is "still on track to c...
Earnings Call Insights: Essential Utilities (WTRG) Q1 2026 Management view "As you likely saw in a press release we put out 2 weeks ago, we accomplished our first milestone regarding regulatory approval. The Kentucky Public Service Commission officially approved our merger request" (Chairman, President & CEO Christopher Franklin), while adding the American Water transaction is "still on track to close by the end of the first quarter of 2027" (CEO Franklin). "We reported GAAP earnings per share of $0.79, which includes about $0.04 of merger-related costs" (CEO Franklin), and he said the quarter faced "a difficult comp" due to prior-year nonrecurring items and current-year merger costs. "This quarter, we invested $269 million in our water, wastewater and natural gas infrastructure" (CEO Franklin) and said the company’s "current trajectory indicates that we'll meet our plan this year to make $1.7 billion in critical improvements by year's end" (CEO Franklin). "Through the first quarter of 2026, 5 more PFAS projects have been completed and another 45 PFAS projects are under construction" (CEO Franklin), adding, "We are on track for 106 PFAS project completions this year" (CEO Franklin). "Today, I'm going to focus our conversation on our earnings performance and its drivers" (Executive VP & CFO Daniel Schuller), and he said Q1 comparisons had "some complexity due to nonrecurring items, both in Q1 last year and in Q1 this year" (CFO Schuller). Outlook "We're fully committed to our long-term goal of 5% to 7% EPS growth from our non-GAAP 2024 base of $1.97 through 2026 and 2027" (CFO Schuller). "We are reaffirming our 5% to 7% multiyear earnings per share guidance through 2027" (CEO Franklin), and he reiterated that the outlook "includes the acquisitions we expect to close this year, but does not include DELCORA" (CEO Franklin). Compared with the prior quarter’s call, management maintained the same core framework: applying "5% to 7%" growth off the "non-GAAP 2024" base of "...
Earnings Call Insights: Krispy Kreme (DNUT) Q1 2026 Management view Joshua Charlesworth (President, CEO & Director) said the company is “pleased with our significant progress in the first quarter as we continue to advance our turnaround to deleverage our balance sheet and drive sustainable, profitable growth,” centered on “profitable U.S. expansion and capital-light international franchise growth....
Earnings Call Insights: Krispy Kreme (DNUT) Q1 2026 Management view Joshua Charlesworth (President, CEO & Director) said the company is “pleased with our significant progress in the first quarter as we continue to advance our turnaround to deleverage our balance sheet and drive sustainable, profitable growth,” centered on “profitable U.S. expansion and capital-light international franchise growth.” Charlesworth said the company expects “system-wide sales to grow 2% to 4% compared to last year to over $2 billion, driven primarily by international expansion,” and added that “in the back half of the year, we anticipate growth in the U.S. as we lap the now ended partnership with McDonald’s, which we exited last July.” On refranchising, Charlesworth said the first-quarter transactions increased the expected franchise mix: “After the refranchising transactions in the first quarter, the expected percent of franchise sales going forward has increased to 42%, reflecting strong progress toward our goal of reaching 50% of system-wide sales generated by franchisees entering 2027.” On international expansion, Charlesworth highlighted the new market plan: “The first Hot Light Theater shop in the Netherlands is expected to open in late 2026…anchoring a broader phased expansion to approximately 30 shops across the country over the next 5 years.” Raphael Duvivier (Chief Financial Officer) said, “Net revenue was $367 million in the first quarter of 2026, down 2.2% year-over-year,” and added, “Adjusted EBITDA of $33.1 million was an increase of 38% year-over-year.” Outlook Duvivier provided full-year 2026 ranges: “We expect net revenue of $1.25 billion to $1.35 billion,” “System-wide sales are expected to increase 2% to 4% in constant currency from $1.96 billion in 2025,” and “We expect adjusted EBITDA of $140 million to $150 million.” Duvivier also guided to lower capital intensity and balance-sheet targets: “Capital expenditures of $50 million to $60 million,” “positive free cash fl...
patpitchaya/iStock via Getty Images Since my strong buy call on April 9, my thesis on the broader markets has been unfolding largely as I anticipated. The S&P 500 is ignoring the geopolitical headlines and the unchanged monetary policy, as the strong corporate earnings in Q1 steal the show. For reference, Q1 2026 S&P 500 blended earnings growth was tracking 27.1% yoy with 84% of reporters beating ...
patpitchaya/iStock via Getty Images Since my strong buy call on April 9, my thesis on the broader markets has been unfolding largely as I anticipated. The S&P 500 is ignoring the geopolitical headlines and the unchanged monetary policy, as the strong corporate earnings in Q1 steal the show. For reference, Q1 2026 S&P 500 blended earnings growth was tracking 27.1% yoy with 84% of reporters beating earnings estimates. To put that into perspective, the consensus as of late was looking for 13.1% earnings growth in Q1. I already discussed my view on the earnings story in my last coverage . Here, I take a more pragmatic approach, and I discuss how I'm positioning my portfolio. To be clear, even though I have been maintaining a strong buy rating on the broader markets since early April, I strongly believe that the winners are narrow. Not all pockets in the market are being favored the same. Therefore, my portfolio exposure is limited to only a few themes that I discuss in this piece. Interestingly, these are the same themes that I bought back on April 9, which is the reason my portfolio is up over 70% YTD. As is often the case, knowing what not to do is as important as knowing what to do. Therefore, I’d like to start with one of my lessons learned from earlier this year. Why I’m Hyperselective With My Capital Allocation: A Lesson-Learned Story Earlier this year, as I rotated my portfolio out of tech and raised cash, I’ll admit I dabbled in a few European stocks. Even though my position was relatively small (high single digits to low teens percentages), I had what I believed was a strong thesis in mind: NATO I naively thought that, given what was going on with Greenland (remember Trump's ultimatum on Greenland earlier this year) and the fact that the war in Ukraine was not showing any signs of slowing down, European countries would hike their defense spending to NATO's 5% of Gross Domestic Product annually. My thesis didn't go as expected. Take a look below at the performan...
Mineros S.A. press release ( MNSAF ): Q1 GAAP EPS of $0.29. Record revenue of $291,810, up 82% year-over-year, driven by a record average realized gold price of $4,777 per ounce (up 66% vs. Q1 2025) and strong production growth (60,785 AuEq ounces, up 10% from 55,124 AuEq ounces in Q1 2025). Cash, cash equivalents and gold backed assets totaled $216,649, comprising cash equivalents of $43,565, com...
Mineros S.A. press release ( MNSAF ): Q1 GAAP EPS of $0.29. Record revenue of $291,810, up 82% year-over-year, driven by a record average realized gold price of $4,777 per ounce (up 66% vs. Q1 2025) and strong production growth (60,785 AuEq ounces, up 10% from 55,124 AuEq ounces in Q1 2025). Cash, cash equivalents and gold backed assets totaled $216,649, comprising cash equivalents of $43,565, complemented by gold-backed assets totaling $173,084, equivalent to 31,623 ounces of gold. More on Mineros S.A. Mineros S.A. (MNSAF) Shareholder/Analyst Call Transcript Mineros S.A. (MNSAF) Q4 2025 Earnings Call Transcript Mineros S.A. 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Mineros S.A. Dividend scorecard for Mineros S.A.
YieldMax MSTR Option Income Strategy ETF ( MSTY ) announces weekly distribution of $0.5553, 13.65% higher from the prior week's distribution of $0.4886. The annual distribution rate is 105.25%, with an SEC yield of 0.98%. The return of capital is 99.10%. Payable May 8; for shareholders of record May 7; ex-div May 7. More on YieldMax® MSTR Option Income Strategy ETF MSTY's Pivot, IMST's Clarity, MS...
YieldMax MSTR Option Income Strategy ETF ( MSTY ) announces weekly distribution of $0.5553, 13.65% higher from the prior week's distribution of $0.4886. The annual distribution rate is 105.25%, with an SEC yield of 0.98%. The return of capital is 99.10%. Payable May 8; for shareholders of record May 7; ex-div May 7. More on YieldMax® MSTR Option Income Strategy ETF MSTY's Pivot, IMST's Clarity, MSST's Balance: A New Income Playbook MSTY: Achieved House Money With Unsatisfactory Results MSTY: The 308% Yield Is A Total Myth YieldMax MSTR Option Income Strategy ETF announces weekly distribution of $0.4886 YieldMax MSTR Option Income Strategy ETF announces weekly distribution of $0.5211
Iron Mountain ( IRM ) was declining more than 2% on Thursday after logging six straight sessions of gains. The stock was trading 2.23% lower at $129.12 as investors booked profits. IRM started its upward trajectory on April 29. It gained more than 15% in the preceding six sessions. The stock shot up on April 30 after the REIT's Q1 results exceeded its expectations, fueled by growth across its busi...
Iron Mountain ( IRM ) was declining more than 2% on Thursday after logging six straight sessions of gains. The stock was trading 2.23% lower at $129.12 as investors booked profits. IRM started its upward trajectory on April 29. It gained more than 15% in the preceding six sessions. The stock shot up on April 30 after the REIT's Q1 results exceeded its expectations, fueled by growth across its businesses, and the company boosted 2026 guidance. IRM closed 10.02% higher last Thursday. "Our business is experiencing significant momentum, driven by outstanding performance in our growth businesses of data center, ALM (asset life cycle management), and digital, and continued solid growth in our highly recurring physical records storage business," said President and CEO William Meaney. Following the results, Seeking Alpha analyst Juxtaposed Ideas reiterated its Buy rating, citing resilient and profitable growth prospects. “The data center segment is the REIT's key growth driver, benefiting from AI-driven demand, high utilization/growing footprint, and elevated renewal pricing,” the analyst noted. Overall, Seeking Alpha analysts have issued a Buy call for the stock, with Wall Street analysts echoing similar sentiments. However, as per Seeking Alpha’s quant rating, IRM has a Hold rating with a score of 2.76 out of 5. The company has been rated A+ for momentum but a D+ for profitability and D- for valuation. The stock has soared nearly 56% on a YTD basis compared to a 7% rise in the broader markets. More on Iron Mountain Iron Mountain: Blowout Earnings Thanks To Synergistic Storage/AI Offerings -- Maintain Buy Iron Mountain Incorporated (IRM) Q1 2026 Earnings Call Transcript Iron Mountain Incorporated 2026 Q1 - Results - Earnings Call Presentation 16 of 23 REIT stocks beat Wall Street revenue views this week: Earnings Scorecard Iron Mountain forecasts $7.825B-$7.925B 2026 revenue as it raises ALM outlook to $950M
Earlier this week, Elon Musk officially announced the Terafab Initiative, a Texas-based chip fabrication facility intended to produce processors for Tesla (TSLA), SpaceX, and xAI.
Earlier this week, Elon Musk officially announced the Terafab Initiative, a Texas-based chip fabrication facility intended to produce processors for Tesla (TSLA), SpaceX, and xAI.
syolacan/iStock via Getty Images MannKind Overview I'm no relationship expert. In fact, I've only been married a few years. But I'm starting to think that this relationship between MannKind Corporation ( MNKD ) and United Therapeutics ( UTHR ) is "complicated." Now, I just visited MannKind roughly 50 days ago, but so many things have since changed. Let me go back to the "beginning," to my most rec...
syolacan/iStock via Getty Images MannKind Overview I'm no relationship expert. In fact, I've only been married a few years. But I'm starting to think that this relationship between MannKind Corporation ( MNKD ) and United Therapeutics ( UTHR ) is "complicated." Now, I just visited MannKind roughly 50 days ago, but so many things have since changed. Let me go back to the "beginning," to my most recent analysis on MannKind. I had to downgrade my rating on the stock from Buy to Hold. I did this immediately after United Therapeutics unveiled, seemingly out of nowhere, its intention to seek approval for its own soft mist inhaler, coined "Tresmi," later this year, positioning it to cannibalize the MannKind-partnered Tyvaso DPI. This is a problem because a large portion of MannKind's revenue is dependent on its collaboration with United Therapeutics: Table 1: MNKD Q1 Financials (Author's Compilation) To make matters worse, I'm not very fond of MannKind's internal pipeline. For instance, Afrezza's expansion into pediatrics, with a PDUFA date scheduled for May 29, is unlikely to "move the needle" (pun intended) for an asset that hasn't made much noise since its landmark (as the first inhaled insulin) approval in 2014. Then there are other assets like nintedanib DPI in IPF, but as clofazimine inhalation for NTM revealed in a Phase 3 trial, lung delivery can prove challenging. MannKind had since axed clofazimine. And IPF is an increasingly crowded space. MannKind's 2025 acquisition of scPharmaceuticals, which centered around Furoscix, has boosted MannKind's topline, but this is not, in my humble opinion, a "game-changing" asset. And, as I explore in more detail later on, Furoscix's topline contributions appear to come with major caveats. The recent "relief rally" came after MannKind unveiled a "new jointly developed therapy as part of an expanded license and collaboration agreement with United Therapeutics," a DPI version of United Therapeutics' ralinepag (MNKD-1501). This, of...
A cooling tower is seen at the nuclear-powered Vogtle Electric Generating Plant in Waynesboro, Georgia, U.S. August 13, 2024. Megan Varner | Reuters Odds that the U.S. and Iran reach a nuclear deal at some point in 2026 jumped on prediction markets platform Kalshi after an Axios report on Wednesday that the two countries were close to an agreement to end the war in the Middle East. Kalshi traders ...
A cooling tower is seen at the nuclear-powered Vogtle Electric Generating Plant in Waynesboro, Georgia, U.S. August 13, 2024. Megan Varner | Reuters Odds that the U.S. and Iran reach a nuclear deal at some point in 2026 jumped on prediction markets platform Kalshi after an Axios report on Wednesday that the two countries were close to an agreement to end the war in the Middle East. Kalshi traders now see a 58% chance that a deal is reached by 2027. They even see a 47% chance an agreement is reached by September. Those levels are higher than before the Axios report, but still lower than the odds in the middle of April when there was more hope for a resolution to the conflict. At one point on April 17, odds that the two countries reach a nuclear deal by June were more than 70%. The event contract resolves to "yes" if the U.S. announces, signs or accepts a deal from Iran regarding its nuclear program. While the Axios report said the countries were close to an agreement to end the war, it added that the countries were only nearing a framework for negotiations around the nuclear issue. However, the deal to end the war could include a moratorium on Iranian nuclear enrichment. Iran said it was reviewing the U.S. proposal on Wednesday, though neither country detailed any new developments on Thursday. Traders on Polymarket were more optimistic about a deal before 2027, placing odds of 65% on the bet. Disclosure: CNBC and Kalshi have a commercial relationship that includes customer acquisition and a minority investment. Markets shift and headlines fade, but the core principles of building long-term wealth remain constant. Join us for our third CNBC Pro LIVE, where investors of all backgrounds - from financial professionals to everyday individuals - come together to cut through the noise and gain actionable strategies for smarter, more disciplined investing. No matter where you're starting from, you'll leave with clearer thinking, stronger strategies. Enter your email here to ...
IREN (NASDAQ: IREN) reports fiscal Q3 results after the close today. The numbers should look strong, but the real story sits behind them: a Microsoft contract ramp, a freshly energized Sweetwater campus, and a just-announced acquisition that reshapes the business. From Mining Roots to a Full-Stack AI Neocloud Last quarter’s $184.7M revenue report missed the ... Don’t Focus Too Heavily on IREN’s Q3...
IREN (NASDAQ: IREN) reports fiscal Q3 results after the close today. The numbers should look strong, but the real story sits behind them: a Microsoft contract ramp, a freshly energized Sweetwater campus, and a just-announced acquisition that reshapes the business. From Mining Roots to a Full-Stack AI Neocloud Last quarter’s $184.7M revenue report missed the ... Don’t Focus Too Heavily on IREN’s Q3 Today — Look at What Comes Next