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

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: 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.” 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 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...

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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, 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 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

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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 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...

核心要点 亿万富豪、对冲基金经理保罗・都铎・琼斯向美国消费者新闻与商业频道（CNBC）表示，美国在人工智能监管方面行动滞后，需启动水印技术以区分深度伪造内容。 琼斯称，近期一场人工智能专家与模型开发者会议上，80% 与会者支持监管，较去年约 20% 的比例大幅上升。 今年 3 月，美国政府发布全国性人工智能政策框架。 2024 年 5 月 13 日，纽约市，保罗・都铎・琼斯在雅各布・贾维茨会议中心举行的 2024 年罗宾汉慈善晚宴上发表演讲。 亿万富豪、对冲基金经理保罗・都铎・琼斯周四发出警示，称美国在人工智能监管领域起步太晚。 他周四在 CNBC《财经论坛》节目中表示：“我们明天就得行动，现在已经迟了，我们早该这么做了。” 琼斯认为，各国政府需为人工智能内容添加水印，以区分真实内容与深度伪造内容。在提出上述担忧的同时，他向 CNBC 透露，近期已增持人工智能相关股票。 随着技术日趋成熟，专业人士对人工智能潜在风险的担忧日益加剧。 琼斯称，近期一场汇聚人工智能专家与模型开发者的会议上，80% 与会者支持人工智能监管，而去年这一比例仅约 20%。他补充道，其中一家企业的负责人表示，对该行业尚未受到监管感到意外。 长期以来，议员与专家一直呼吁出台监管措施，以降低这项新兴技术在安全、隐私及国家安全层面的潜在风险。 欧盟已于 2024 年通过《人工智能法案》。美国部分州也已通过或提出相关法案，其中多数聚焦儿童安全保护。今年 3 月，美国政府发布全国性人工智能政策框架。 与此同时，美中两国正围绕顶尖人工智能模型研发与战略布局展开激烈竞争。 琼斯表示：“各国都在为本国人民谋求最优发展，我不认为中国想要‘摧毁’美国，我们应与中方就人工智能安全开展对话。” 责任编辑：郭明煜

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财联社5月8日讯（编辑 牛占林） 当地时间周四，纽约联储公布的一项调查显示，尽管中东战争推高了物价压力，但美国民众在4月并未对通胀全面失控感到过度担忧。 根据纽约联储发布的调查，受访者预计未来一年通胀率为3.6%，较3月份的3.4%小幅上升。不过，未来三年和五年的通胀预期分别维持在3.1%和3%不变。 值得注意的是，美国家庭对未来汽油价格上涨的预期明显降温。4月受访者对未来一年汽油价格涨幅的预期从3月的9.4%大幅降至5.1%；对食品价格通胀的预期也有所缓和。 公众对于未来通胀走势相对平静的看法，与当前数据显示的通胀压力上升形成鲜明对比。目前，特朗普政府大规模提高进口关税的持续影响，加之中东战争导致供应链受扰并推高汽油价格，均在持续加剧物价压力。 通胀担忧已经升温到这样的程度：多位美联储官员公开反对美联储上周仍在政策声明中保留“未来可能降息”的倾向。就在周四稍早，波士顿联储主席柯林斯表示，她“强烈支持”维持利率不变的决定，同时也认同部分委员的观点，即应删除声明中暗示未来可能恢复降息的相关表述。 以个人消费支出(PCE)价格指数衡量，3月美国通胀率同比上涨3.5%，明显高于2月的2.8%。而美联储的通胀目标为2%。 由于战争仍未结束，且冲突迟迟看不到解决迹象，全球经济面临的压力不断加大，市场普遍预计通胀可能进一步上升。一些美联储官员甚至表示，为了重新控制物价压力，美联储未来可能不得不考虑加息。 纽约联储调查中对未来通胀走势的相对“冷静”，与密歇根大学消费者信心调查形成反差。后者在4月显示，消费者对未来三年和五年的通胀预期明显恶化。同时，市场对长期通胀路径的预期也有所抬升。 与此同时，汽油价格持续上涨，而战争相关的供应中断风险可能进一步推高油价。纽约联储周三发布的数据显示，供应链中断程度显著加剧，已经接近新冠疫情时期的水平，这意味着通胀压力可能再添新的来源。 据悉，在中东战争爆发后的一个月里，美国低收入群体大幅削减了汽油消费，但由于油价飙升，他们在加油上的支出仍然增加，这进一步加剧了美国经济中的贫富分化。 尽管如此，越来越多迹象表明，对于许多低收入群体而言，油价飙升已成为沉重的财务负担。 美国银行研究院上周发布的另一份报告显示，在收入最低的三分之一家庭中，有十分之一家庭如今将收入的10%用于汽油支出。相比之下，高收入家庭用于汽油的支出仅占收入的2.7%。 纽约联储主席威...

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Why Alphabet Inc. (GOOG) is One of the Best Strong Buy Stocks to Invest in According to Billionaires Insider Monkey

Here’s What the Street Thinks About Microsoft Corporation (MSFT) Post Earnings Insider Monkey

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 Today — Look at What Comes Next

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jetcityimage Shares of Abbott Laboratories (ABT ) rose 1.75% to $87.81 in the afternoon trade on Thursday , ending a six-session losing streak. The stock had fallen around 5.5% between April 29 and May 06, while the S&P 500, rose 3.21% over the same period. Shares came under pressure after a Missouri appeals court upheld a $495 million verdict against the company in a baby formula case, adding to legal overhang. According to Seeking Alpha’s Quant rating system, ABT is rated a hold with a score of 2.78 out of 5, with an A+ in terms of profitability and a D in terms of growth, momentum, and revisions. A recent Seeking Alpha analysis said Abbott Laboratories has experienced a sharp sell-off and now trades at attractive valuation levels following a significant drawdown, adding that “Abbott is now caught in one of its largest drawdowns of the past decades”. While on Wall Street, analysts are bullish , with 21 out of 28 analysts rating the stock with a buy or higher, seven suggesting to hold. Shares have fallen about 14.9 % over the past month and have slipped around 30 % year to date. More on Abbott Laboratories Abbott Laboratories: Buying A Healthcare Giant On Sale Abbott Laboratories Just Got Interesting: Dividend Yield Near 3% Signals Opportunity Abbott Laboratories: Buy The Dip On This Dividend King Missouri appeals court upholds $495M ruling against Abbott in baby formula case FDA says largest ever baby formula probe found U.S. supplies are safe

HABesen/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify DOJ investigates multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales , helped by value meals. (1:22) Amazon expands same-day delivery access for oral Ozempic treatment . (2:19) This is an abridged transcript of the podcast: Our top story so far, the Department of Justice, alongside the Commodity Futures Trading Commission, is investigating a series of suspiciously timed oil market trades that occurred just before major announcements regarding the Iran conflict, ABC reports. Federal officials are examining at least four trades where traders collectively wagered more than $2.6B that oil prices would fall—shortly before they, in fact, did. The timeline of suspicious activity includes: March 23: $500M bet placed 15 minutes before U.S. President Donald Trump announced a delay to threatened strikes on Iran’s power grid. April 7: $960M bet placed hours ahead of a temporary ceasefire announcement. April 17: $760M bet placed 20 minutes before Iran’s Foreign Minister announced the Strait of Hormuz was open. April 21: $430M in bets placed 15 minutes before Trump extended the ceasefire. Data obtained from the London Stock Exchange Group did not show the identities behind these trades or prove insider trading occurred, ABC said, adding neither the DOJ nor CFTC had comment. The news comes shortly after a large crude-oil short position placed yesterday drew scrutiny after market analysts flagged unusual trading activity ahead of major diplomatic news. Among active stocks, McDonald's ( MCD ) reported solid Q1 results thanks to value offering and the intro of the high-margin Big Arch. Global comparable sales rose 3.8% to top the +3.7% consensus. CEO Chris Kempczinski said the fast-food giant’s “value leadership, breakthrough marketing, and menu innovation continue to serve up what customers want.” Whirlpool ( WHR ) is tumbling after missing on the Q1 top a...

Palantir just posted one of the strongest quarters in its history as a public company. Wall Street's reaction was split. The stock fell. And one analyst said he had never seen anything quite like it at this scale. That analyst was Rosenblatt Securities' John McPeake. And he responded by raising his ...

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路透社7日援引多名消息人士的说法报道，美国和伊朗可能接近达成一项临时协议。美方此前提出的多项核心要求，如伊朗暂停核活动、限制导弹计划、停止支持所谓“地区代理人”等，均未纳入协议草案。报道称，这项仍在酝酿中的协议以一份仅有一页的短期备忘录为核心，而非一份全面和平协议。这反映出双方之间的深刻分歧，也意味着该协议只是一个过渡步骤。知情官员表示，伊朗正在审议这份旨在停止交战、但将最具争议的问题留待日后解决的协议草案。（新华社）

【有線新聞】警方在中環截查一輛私家車檢獲數十包懷疑毒品，拘捕26歲司機。 涉案私家車停在路邊，鑑證科人員到場蒐證，在懷疑收藏毒品的位置貼上字條作記錄。凌晨三時許，警方發現一輛私家車沿夏慤道往灣仔方向行駛期間搖擺不定，於是採取截查行動，在政府總部外截停私家車，搜查後發現數十包懷疑可卡因及K仔，拘捕司機涉嫌販毒。

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