Open Text ( OTEX ) declares $0.275/share quarterly dividend , in line with previous. Forward yield 4.64% Payable June 19; for shareholders of record June 5; ex-div June 5. See OTEX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Open Text Open Text Corporation (OTEX) Q3 2026 Earnings Call Transcript Open Text Corporation 2026 Q3 - Results - Earnings Call Presentation Open Text: Deep Va...
Open Text ( OTEX ) declares $0.275/share quarterly dividend , in line with previous. Forward yield 4.64% Payable June 19; for shareholders of record June 5; ex-div June 5. See OTEX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Open Text Open Text Corporation (OTEX) Q3 2026 Earnings Call Transcript Open Text Corporation 2026 Q3 - Results - Earnings Call Presentation Open Text: Deep Value Software Showing Signs Of Life OpenText signals 22%-25% free cash flow growth for fiscal 2026 while raising cloud targets Open Text Q3 2026 Earnings Preview
Morgan Hancock/Getty Images News Shell ( SHEL ) CEO Wael Sawan warned that there is currently a shortage of nearly 1B barrels of crude oil, which will worsen each day that the Iran war drags on. "We have dug ourselves a hole of close to 1B barrels of crude shortage at the moment, either because of locked-in barrels or unproduced barrels, and that hole is deepening every single day," he said during...
Morgan Hancock/Getty Images News Shell ( SHEL ) CEO Wael Sawan warned that there is currently a shortage of nearly 1B barrels of crude oil, which will worsen each day that the Iran war drags on. "We have dug ourselves a hole of close to 1B barrels of crude shortage at the moment, either because of locked-in barrels or unproduced barrels, and that hole is deepening every single day," he said during an earnings call. "The journey back will be a long one." Sawan pointed to demand curtailment of about 5% in the airline industry. "But that's the only thing that you can expect people to do, is either drawing down on stocks, fuel switching, or in essence, demand curtailment. We continue to see resilience in many parts of the world, but the question will be how will that pan out in the coming months?" Other oil executives also flagged crude shortages as a result of the Strait of Hormuz closure, which the International Energy Agency said was the biggest supply disruption in history. "Cumulative production deficits are in the several hundreds of millions of barrels and trending towards 1B," Halliburton ( HAL ) CEO Jeffrey Miller said last month. "Recovery of oil and gas production and inventories will not be a quick or simple process." ConocoPhillips ( COP ) CFO Andrew O'Brien said the impacts of the lost supply will soon start becoming more apparent, despite countries implementing policies to ration or reduce demand. "We are going to start to see some import-dependent countries potentially start to face critical shortages as we get into the June, July timeframe," he warned. Exxon Mobil ( XOM ) CEO Darren Woods said even if the Strait of Hormuz reopened, it will take some time to work through the backlog and get the product to market. "We're thinking there's going to be a 1-2 month time lag between the strait opening up and the market seeing normal flow," he projected . More on oil market UAE Leaves OPEC: Here's What It Means For Oil Prices Shell Consolidates Upstream, LNG Po...
peshkov/iStock via Getty Images Executive Summary The Fund outperformed the Russell 2000 Growth Index during the first quarter of 2026. The primary driver of outperformance in the quarter was stock selection in the information technology sector. The Fund underperformed the Russell 2000 Growth Index during the 12-month period ended March 31, 2026. The primary driver of underperformance in the trail...
peshkov/iStock via Getty Images Executive Summary The Fund outperformed the Russell 2000 Growth Index during the first quarter of 2026. The primary driver of outperformance in the quarter was stock selection in the information technology sector. The Fund underperformed the Russell 2000 Growth Index during the 12-month period ended March 31, 2026. The primary driver of underperformance in the trailing twelve-month period was stock selection in the healthcare and consumer staples sectors. From a sector standpoint, the biggest changes were the following: information technology overweight reduced, healthcare underweight reduced, materials underweight reduced. These changes are more a product of new idea timing rather than a tactical change. Performance factors Thrivent Small Cap Growth Fund generated a return of -0.76% during the quarter versus a -2.81% return for the Russell 2000 Growth Index. The outperformance was driven primarily by stock selection in the information technology and industrials sectors. In Information Technology, Lumentum Holdings ( LITE ), a leading manufacturer of optical and photonic components, is benefiting from the architectural shift toward optical networking ((over copper)) and more specifically the anticipation of co-packaged optics in data center connectivity, which is likely to accelerate the company's growth. Silicon Laboratories ( SLAB ), a semiconductor company focused on wireless connectivity for internet of things, agreed to be acquired by Texas Instruments ( TXN ) in February 2026 for a significant premium. DigitalOcean Holdings ( DOCN ), a cloud infrastructure provider, is benefiting from strong demand for its services and is expanding its data center footprint to capture accelerating demand for AI and related GPU offerings, focused specifically on inference. In Industrials, RBC Bearings Incorporated ( RBC ), a manufacturer of precision bearings and engineered components, has benefited from continued strength in commercial aerospace...
While some biotech investors are focused on the weight-loss market (and with good reason), breakthroughs are happening elsewhere. Take Regeneron (NASDAQ: REGN) , a major player in the industry. The drugmaker recently scored a breakthrough that investors should take note of. On April 23, Regeneron announced that the U.S. Food and Drug Administration (FDA) had granted accelerated approval for Otarme...
While some biotech investors are focused on the weight-loss market (and with good reason), breakthroughs are happening elsewhere. Take Regeneron (NASDAQ: REGN) , a major player in the industry. The drugmaker recently scored a breakthrough that investors should take note of. On April 23, Regeneron announced that the U.S. Food and Drug Administration (FDA) had granted accelerated approval for Otarmeni, a gene therapy for OTOF-related hearing loss. It became the first and only gene therapy for genetic deafness to earn approval. What does this milestone mean for Regeneron? Image source: The Motley Fool. Otarmeni works by delivering a working copy of the OTOF gene into patients' inner ear cells. In a clinical trial involving 20 patients, 80% showed hearing improvement, and 42% of those followed for 48 weeks after treatment achieved normal hearing. Note that people with OTOF-related hearing loss are typically deaf from birth. This fact highlights what a major achievement Regeneron just scored. And there is even more good news for eligible patients, though it may seem puzzling to investors: Regeneron has decided to offer Otarmeni to U.S. patients for free. On the surface, this decision is a head-scratcher. Continue reading
KE ZHUANG/E+ via Getty Images Investment Thesis I am rating NextEra Energy ( NEE )( NEE:CA ) a Strong Buy because I believe it is uniquely positioned to capitalize on the AI and data center boom by solving the " Power Constraint" problem. Big tech's AI buildout is turbocharging data center electricity demand. The bottleneck in AI is no longer only about chips, networking, or model performance. Pow...
KE ZHUANG/E+ via Getty Images Investment Thesis I am rating NextEra Energy ( NEE )( NEE:CA ) a Strong Buy because I believe it is uniquely positioned to capitalize on the AI and data center boom by solving the " Power Constraint" problem. Big tech's AI buildout is turbocharging data center electricity demand. The bottleneck in AI is no longer only about chips, networking, or model performance. Power is now part of the constraint stack. This is because data centers need electricity that is large-scale, reliable, fast to procure, and increasingly clean. That's where NEE's position becomes interesting. And it is because it owns the largest electricity utility in the US. NEE also operates across one of the broadest energy infrastructure platforms in the US and has both regulated and long-term contracted growth engines. That kind of combination gives NEE a different profile from a normal utility company. It is almost a power infrastructure compounder wearing a utility jacket. The CEO, John Ketchum , said that the company has "more than 12 ways to grow" including FPL large load, transmission, renewables, storage, gas generation, nuclear, NEER large load, and AI. In my view, that is a roadmap of how NEE can convert AI-driven electricity demand into earnings growth over the next decade. NEE Q1 2026 Earnings Presentation Let me start by saying that the AI power constraint is already showing up inside NEE's own numbers. I say this is because Florida Power & Light [FPL] shows that AI power is constrained because the demand signal is already bigger than what the existing grid can casually absorb. In Q1 2026 , FPL disclosed about 21 GW of large-load interest with around 12 GW already in advanced discussions. This was while also planning to invest $90 Bn to $100 Bn through 2032. That tells me two things. The first one is that data center and industrial customers are not just asking for cheaper power. They are also trying to secure access to large blocks of reliable electricity, w...
Alex Kendall, CEO of Wayve, explains to Bloomberg's Tom Mackenzie how an AI-driven approach to self-driving-using onboard intelligence and real-world learning- is reshaping the future of autonomous vehicles. (Source: Bloomberg)
Alex Kendall, CEO of Wayve, explains to Bloomberg's Tom Mackenzie how an AI-driven approach to self-driving-using onboard intelligence and real-world learning- is reshaping the future of autonomous vehicles. (Source: Bloomberg)
(Bloomberg) -- Sony Group Corp. said it will buy back as much as ¥500 billion ($3.2 billion) of its shares after rising memory prices weighed on the entertainment group’s annual outlook.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young...
(Bloomberg) -- Sony Group Corp. said it will buy back as much as ¥500 billion ($3.2 billion) of its shares after rising memory prices weighed on the entertainment group’s annual outlook.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Has Opened a Passage Through
Earnings Call Insights: Xenon Pharmaceuticals (XENE) Q1 2026 Management View "We are excited to recap an exceptional quarter for Xenon, where we made tremendous progress toward our goal of becoming a fully integrated neuroscience company" (President, CEO & Director Ian Mortimer), while highlighting Phase III momentum for azetukalner (AZK): "In March, we reported results from our Phase III X-TOLE2 ...
Earnings Call Insights: Xenon Pharmaceuticals (XENE) Q1 2026 Management View "We are excited to recap an exceptional quarter for Xenon, where we made tremendous progress toward our goal of becoming a fully integrated neuroscience company" (President, CEO & Director Ian Mortimer), while highlighting Phase III momentum for azetukalner (AZK): "In March, we reported results from our Phase III X-TOLE2 study of azetukalner, or AZK, in focal onset seizures that exceeded our expectations. Now with these positive data in hand, we are focused on our NDA submission to the FDA expected in the third quarter of 2026" (President, CEO & Director Mortimer). "Our base case assumption is a standard review period followed by DEA scheduling, which would put the anticipated launch timing at the end of 2027 or early 2028" (President, CEO & Director Mortimer), alongside continued enrollment across epilepsy and neuropsychiatry: "our Phase III X-ACKT study continues to enroll" (President, CEO & Director Mortimer) and "we're on track to deliver top line results from X-NOVA2 in the first half of 2027" (President, CEO & Director Mortimer). "We observed an MPC reduction of 53.2% for 25 milligrams, 34.5% for 15 milligrams and 10.4% for placebo" (Chief Medical Officer Christopher Kenney), and he described increasing seizure-freedom signals within the Phase III double-blind period: "the 100% responder rate over the 12-week double-blind period for 25 milligrams was 6.5%. But over the last 6 weeks, it increased to 11.3% and over the last 4 weeks, it increased further to 13.7%" (Chief Medical Officer Kenney). "The completion of our $747.5 million financing... significantly extends our cash runway into 2029" (President, CEO & Director Mortimer), and the company emphasized launch preparation in parallel with clinical execution: "we are focused on building out our commercial infrastructure and finalizing our go-to-market strategy" (President, CEO & Director Mortimer) and "we have initiated discussions wi...
Earnings Call Insights: Eastman Kodak (KODK) Q1 2026 Management View "The story of the first quarter is a story of consistency, stability and growth," said Executive Chairman & Chief Executive Officer James Continenza, adding, "I'm pleased to see strong year-over-year performance over the last 3 consecutive quarters." "Consolidated revenue is up 7% to $265 million compared with $247 million for fi...
Earnings Call Insights: Eastman Kodak (KODK) Q1 2026 Management View "The story of the first quarter is a story of consistency, stability and growth," said Executive Chairman & Chief Executive Officer James Continenza, adding, "I'm pleased to see strong year-over-year performance over the last 3 consecutive quarters." "Consolidated revenue is up 7% to $265 million compared with $247 million for first quarter 2025," Continenza said, alongside "gross profit percentage of 22%" and "Operational EBITDA was $15 million compared with $2 million for the first quarter 2025." On Advanced Materials and Chemicals, Continenza said "AM&C revenue grew by $2 million or 3%," driven by "a $3 million increase in film and chemicals" and offset by "$1 million for lower inks and consumables." He added, "We've invested heavily back into film, and we're starting to see great results from that," and described a "recently launched a professional film sold directly to distributors" with an objective "to stabilize the market and continue to meet demand." In motion picture film, Continenza said, "We launched a new film called VERITA 200D, which was used in Euphoria Season 3," and added that "Many Oscar winning movies, including One Battle After Another and Sinners were shot on Kodak film" and "Christopher Nolan's The Odyssey is also shot on Kodak film." On pharma, Continenza said, "Our new cGMP pharmaceutical manufacturing facility is up and running," and "we recently opened the Kodak Advanced Electrophysiology Lab in partnership with SUNY Geneseo," adding, "We continue to work towards obtaining Class 2 certification to manufacture more complex, high-margin products in the United States." On Print, Continenza said, "Our revenues increased by 9%," while citing constraints: "There are some supply issues on aluminum" and "Prices have increased greatly on raw materials such as aluminum." He added, "we recently launched the SONORA UltraXR plate in Europe, which will expand our SONORA Ultra portfolio...
Taiwan Semiconductor Manufacturing Co. and Sony Semiconductor Solutions Corporation are planning to form a joint venture to build next-generation image sensors. Sony will be the controlling shareholder and set up production lines in its newly constructed fab in Kumamoto Prefecture, according to a joint statement .
Taiwan Semiconductor Manufacturing Co. and Sony Semiconductor Solutions Corporation are planning to form a joint venture to build next-generation image sensors. Sony will be the controlling shareholder and set up production lines in its newly constructed fab in Kumamoto Prefecture, according to a joint statement .
格隆汇5月8日丨据商务部消息，2026年4月30日，巴西外贸秘书处（SECEX）在官方日报发布2026年第33号公告，对原产于中国的不锈钢热轧板卷（葡萄牙语：Produtos planos de aços inoxidáveis laminados a quente，南共市税号为7219.11.00、 7219.12.00、7219.13.00、7219.14.00、7219.21.00、7219.22.00、7219.23.00、7219.24.00、7220.11.00、7220.12.20和7220.12.90）作出反倾销肯定性初裁，但暂不采取临时反倾销措施。
格隆汇5月8日丨据商务部消息，2026年4月30日，巴西外贸秘书处（SECEX）在官方日报发布2026年第33号公告，对原产于中国的不锈钢热轧板卷（葡萄牙语：Produtos planos de aços inoxidáveis laminados a quente，南共市税号为7219.11.00、 7219.12.00、7219.13.00、7219.14.00、7219.21.00、7219.22.00、7219.23.00、7219.24.00、7220.11.00、7220.12.20和7220.12.90）作出反倾销肯定性初裁，但暂不采取临时反倾销措施。
Fans cheer from stands during the Indian Premier League (IPL) Twenty20 final cricket match between Royal Challengers Bengaluru and Punjab Kings at the Narendra Modi Stadium in Ahmedabad on June 3, 2025. (Photo by Arun SANKAR / AFP) / -- IMAGE RESTRICTED TO EDITORIAL USE - STRICTLY NO COMMERCIAL USE -- (Photo by ARUN SANKAR/AFP via Getty Images) Arun Sankar | Afp | Getty Images Indian cricket is in...
Fans cheer from stands during the Indian Premier League (IPL) Twenty20 final cricket match between Royal Challengers Bengaluru and Punjab Kings at the Narendra Modi Stadium in Ahmedabad on June 3, 2025. (Photo by Arun SANKAR / AFP) / -- IMAGE RESTRICTED TO EDITORIAL USE - STRICTLY NO COMMERCIAL USE -- (Photo by ARUN SANKAR/AFP via Getty Images) Arun Sankar | Afp | Getty Images Indian cricket is increasingly becoming hot property for investors looking to cash in on the booming business of the wildly popular sport in the subcontinent. In little over a month, the Indian Premier League, or IPL, has seen two of its franchises being sold to investors at billion-dollar-plus valuations, the latest being the Rajasthan Royals that was bought this Sunday, valued at $1.65 billion. A consortium of U.S. investors led by Kal Somani and backed by Rob Walton of Walmart Group was in the fray to acquire Rajasthan Royals, according to multiple media reports, but lost out to global steel magnate Laxmi Mittal and Indian vaccine tycoon Adar Poonawalla. Somani's group expressed disappointment at not being able to own the franchise, according to ESPN. "We were all motivated by the opportunity to help take the IPL to new international heights," the consortium reportedly said. In late March, a group comprising Blackstone and serial American sports investor David Blitzer acquired IPL's Royal Challengers Bengaluru, or RCB, franchise in a $1.8 billion deal. IPL is a fast‑paced, franchise‑based cricket league launched in 2008 that blends top international and Indian talent. Played each year over nearly two months, it features 10 teams, offering a mix of high‑intensity cricket, celebrity ownership, entertainment, and massive TV and streaming audiences. Promising returns A history of strong capital returns and potential to scale up the franchises backed by a fanbase of nearly a billion people is leading to heightened interest from global investors in the IPL, experts said. "IPL has become highly at...