Dmitry Vinogradov Stock index futures rose Friday as U.S.-Iran tensions remained heightened, while traders looked forward to the April jobs report. S&P 500 futures ( SPX ) gained 0.37% to 7,364.61, Nasdaq 100 futures ( US100:IND ) climbed 0.40% to 28,677.66, and Dow futures ( INDU ) edged up 0.15% to 49,670.46. The U.S. military attacked military sites in Iran in retaliation for the Middle East na...
Dmitry Vinogradov Stock index futures rose Friday as U.S.-Iran tensions remained heightened, while traders looked forward to the April jobs report. S&P 500 futures ( SPX ) gained 0.37% to 7,364.61, Nasdaq 100 futures ( US100:IND ) climbed 0.40% to 28,677.66, and Dow futures ( INDU ) edged up 0.15% to 49,670.46. The U.S. military attacked military sites in Iran in retaliation for the Middle East nation launching projectiles at Navy warships that were transiting the Strait of Hormuz to the Strait of Oman. U.S. Treasury yields fell across the curve. The 10-year Treasury yield ( US10Y ) dropped 1.2 basis points to 4.38%, while the 2-year Treasury yield ( US2Y ) slipped 0.3 basis points to 3.91%. The 30-year Treasury yield ( US30Y ) edged down 0.7 basis points to 4.96%. The employment situation report is due before market open, with forecasts calling for a moderate increase of 63K in nonfarm payrolls and the jobless rate holding flat at 4.3%. Consumer sentiment data will land during market hours. Top gainers in premarket trading included Akamai Technologies ( AKAM ) +29.57%, Block ( XYZ ) +7.93%, and Monster Beverage ( MNST ) +6.62%. Decliners included The Trade Desk ( TTD ) -15.50%, Expedia Group ( EXPE ) -8.83%, and Mettler-Toledo International ( MTD ) -5.25%. More on markets Stock Market Irrationality Has A Limit The Price Of Peace: Iran Negotiations Could Decide Whether Inflation Breaks Or Builds Is The Market Starting To Go Parabolic? Wall Street strategists stay calm as stocks rip higher, but BofA sees reasons for caution
⚽ All the latest news and previews going into a big weekend ⚽ Premier League preview | Fixtures | Tables | And mail Yara Europa Conference League: Crystal Palace followed Arsenal and Aston Villa to become the third English team to make a men’s European final this season. Here is Ed Aarons’ verdict from Selhurst Park. There were ecstatic celebrations as Palace’s players completed a lap of honour in...
⚽ All the latest news and previews going into a big weekend ⚽ Premier League preview | Fixtures | Tables | And mail Yara Europa Conference League: Crystal Palace followed Arsenal and Aston Villa to become the third English team to make a men’s European final this season. Here is Ed Aarons’ verdict from Selhurst Park. There were ecstatic celebrations as Palace’s players completed a lap of honour in front of their adoring supporters who are still having to pinch themselves over the events of the past 12 months. Glasner may be set to leave after what will be the 60th game of a marathon season but whatever happens after this, he will always have a special place in the club’s history. One of the loudest cheers of the night came when the stadium announcer confirmed that Nottingham Forest – who controversially replaced Palace in the Europa League – had been thrashed 4-0 by Aston Villa in their semi-final. The captain Dean Henderson, admitted that the sense of injustice has been driving the FA Cup winners. “It’s pretty incredible really to even get into a European competition with Crystal Palace, let alone reach the final,” he said. “We’ve got to deliver something special. We’ve got to get back what we deserve.” We didn’t want to leave these games with any regrets, and I think we’ve done ourselves massive justice. We’ve had low moments. It’s a demanding club to play for but what we’ve done in the last few years is exceptional. The margins are so slim. If we lost, we’re the nearly men. When we go to Istanbul, we need to make sure we’re not the nearly men. I’m normally quite calm before games, but today I was nervous. Tonight was up with one of the best performances I’ve seen from a Villa team for a long time. Continue reading...
Dutch Bros reported a 30.8% revenue surge in Q1, beating estimates. Despite raised guidance and aggressive expansion, shares fell on margin and growth concerns.
Dutch Bros reported a 30.8% revenue surge in Q1, beating estimates. Despite raised guidance and aggressive expansion, shares fell on margin and growth concerns.
Coca-Cola Stock Dips—Is CELH the Growth Your Portfolio Needs?Monster Beverage (NASDAQ:MNST) reported what CEO Hilton Schlosberg called “another quarter of strong financial results and cash generation,” highlighted by fiscal first-quarter net sales topping $2 billion for the first
Coca-Cola Stock Dips—Is CELH the Growth Your Portfolio Needs?Monster Beverage (NASDAQ:MNST) reported what CEO Hilton Schlosberg called “another quarter of strong financial results and cash generation,” highlighted by fiscal first-quarter net sales topping $2 billion for the first
ssucsy/E+ via Getty Images Gold’s powerful rally has paused—but not in isolation. As geopolitical tensions escalate and energy markets take center stage, the macro landscape is shifting in ways that temporarily sideline precious metals. The recent oil price surge, driven by conflict in the Middle East and structural stress in the global energy system, is now dictating market sentiment, liquidity f...
ssucsy/E+ via Getty Images Gold’s powerful rally has paused—but not in isolation. As geopolitical tensions escalate and energy markets take center stage, the macro landscape is shifting in ways that temporarily sideline precious metals. The recent oil price surge, driven by conflict in the Middle East and structural stress in the global energy system, is now dictating market sentiment, liquidity flows, and inflation expectations. In this environment, gold ( XAUUSD:CUR ) as well as the SPDR Gold Trust ETF ( GLD ), iShares Gold Trust ETF ( IAU ), Sprott Physical Gold Trust ( PHYS ), and Silver ( XAGUSD:CUR ), iShares Silver Trust ETF ( SLV ), and Sprott Physical Silver Trust ( PSLV ), are finding themselves caught between long-term structural strength and short-term tactical pressure—correcting after an overheated advance while competing with oil for leadership in an increasingly fragmented and unstable world. Review – Gold Corrects While Oil Takes the Lead After reaching a new all-time high of USD 5,602 on January 29, the gold price has now been in a corrective phase for over three months. So far, this phase has been characterized by two sharp downward waves, two recovery waves, and most recently another decline since mid-April. With the lower high at USD 5,419 on March 2nd and the lower low at USD 4,099 on March 23rd, a clear downtrend has been established. Most recently, on April 17th, gold failed exactly at its 50-day moving average (USD 4,873) and has since entered a third downward wave, reaching USD 4,501 so far. Selling pressure initially increased noticeably over the course of the last week. Shortly before the Fed’s interest rate decision, however, gold found a bottom at USD 4,510 and has since been attempting a recovery but ultimately has failed to break out from the short-term downtrend. Gold needs a weekly close above USD 4,600 to improve the picture. Oil Takes the Lead Oil in USD, monthly chart as of May 2nd, 2026 (Tradingview) At the same time, oil has ta...
Earnings Call Insights: FIGS, Inc. (FIGS) Q1 2026 Management View "FIGS is off to an incredible start to the year" with "net revenues exceeded expectations, growing 28% year-over-year" and "accelerating active customer growth," as the company "surpassed 3 million active customers for the first time" (Co-Founder, CEO & Director Catherine Spear). "Bottom line results were also strong" and the compan...
Earnings Call Insights: FIGS, Inc. (FIGS) Q1 2026 Management View "FIGS is off to an incredible start to the year" with "net revenues exceeded expectations, growing 28% year-over-year" and "accelerating active customer growth," as the company "surpassed 3 million active customers for the first time" (Co-Founder, CEO & Director Catherine Spear). "Bottom line results were also strong" and the company "was able to absorb unplanned fuel surcharges, continue to opportunistically invest across the business and still exceed our adjusted EBITDA margin expectations by 170 basis points" (CEO Spear). Product and category updates included: "Our FORMx fabric continues to gain traction with the fabric mix nearly doubling year-over-year" and "we are also excited about the continued rollout of our highly durable FIBREx fabrication, which we plan to spotlight more meaningfully in the second half of the year" (CEO Spear). Market expansion commentary included: "overall international net revenue up 50% year-over-year" and "we are now present in 85 international markets" after opening "15 new markets across Europe" and "an additional 12 markets in Asia Pacific" (CEO Spear). Physical retail and B2B updates included: "We remain on track to open 4 new community hubs in the back half of the year" and "we took an important step forward with the launch of our Team store in March" (CEO Spear). "Net revenues increased 28% year-over-year to $159.9 million" and "gross margin for Q1 expanded modestly, up 10 basis points to 67.7%" (Chief Financial Officer Sarah Oughtred). Outlook "Our full year 2026 net revenues are now expected to grow 14% to 16%, ahead of our prior outlook of 10% to 12% growth" (CFO Oughtred). "For the second quarter, we are planning for net revenue growth to be up in the low 20% range year-over-year" and the setup includes Nurses Week, where FIGS is "taking a more measured promotional approach relative to last year" (CFO Oughtred). On profitability, "we have increased our full y...
Earnings Call Insights: Miller Industries (MLR) Q1 2026 Management View "We entered the year with strong momentum" and management said actions taken in 2025 to "reduce field inventory" and "strengthen our supply chain" helped support "solid sequential revenue growth" (President, CEO & Director William Miller). Management tied late-quarter demand pressure to external conditions, saying "escalating ...
Earnings Call Insights: Miller Industries (MLR) Q1 2026 Management View "We entered the year with strong momentum" and management said actions taken in 2025 to "reduce field inventory" and "strengthen our supply chain" helped support "solid sequential revenue growth" (President, CEO & Director William Miller). Management tied late-quarter demand pressure to external conditions, saying "escalating geopolitical tensions in the Middle East" led to "higher diesel prices" and "pressure on retail demand," and that the company "proactively paus[ed] our North American production increase at current levels to maintain balanced distributor inventory" (President, CEO & Director Miller). The CFO highlighted acquisition integration and quarter results, stating, "this was our first full quarter of contribution from the Omars acquisition" and "revenue was $180.9 million" with "gross profit ... $25.7 million or 14.2% of sales, and diluted EPS was $0.05 per share" (Executive VP, CFO & Treasurer Deborah Whitmire). Management announced pricing action to address costs: "we have implemented an additional 3% price increase on all manufactured products" and "effective August 1, 2026, all manufactured products will begin invoicing at the updated pricing structure" (President, CEO & Director Miller). Outlook Management reaffirmed full-year targets: "we remain optimistic that we are on track to generate between $850 million and $900 million in revenue for full year 2026" and "expect earnings per share to be generally in line with full year 2025 results" (President, CEO & Director Miller). The company framed timing and mix expectations: "we expect production volumes and revenue to be increasingly weighted towards the second half of 2026" and "we also continue to expect that gross margins will return to historical levels in the mid-13% range for full year 2026" (President, CEO & Director Miller). Management reiterated an internal milestone rather than quarterly guidance: "we remain confident i...
Shares of Energy Transfer (NYSE: ET) have had a good start to the year, trading up more than 18% as of this writing. Meanwhile, the master limited partnership (MLP) just raised its full-year guidance following a strong first-quarter report. Let's take a closer look at the company's results and why the stock still looks like a buy. Energy Transfer continues to be a great combination of a high-yield...
Shares of Energy Transfer (NYSE: ET) have had a good start to the year, trading up more than 18% as of this writing. Meanwhile, the master limited partnership (MLP) just raised its full-year guidance following a strong first-quarter report. Let's take a closer look at the company's results and why the stock still looks like a buy. Energy Transfer continues to be a great combination of a high-yield stock with strong opportunities. It currently has a 6.6% yield, with plans to increase its distribution by 3% to 5%. Continue reading
Richard Drury/DigitalVision via Getty Images It was back in November 2024 that I first covered AppLovin Corporation ( APP ) as I saw a rare public combination of high growth, high margins, and high free cash flow. Since then, the story hasn’t materially changed that much, aside from the divestiture of the apps business, which was a development that I was highly anticipating earlier last year. In m...
Richard Drury/DigitalVision via Getty Images It was back in November 2024 that I first covered AppLovin Corporation ( APP ) as I saw a rare public combination of high growth, high margins, and high free cash flow. Since then, the story hasn’t materially changed that much, aside from the divestiture of the apps business, which was a development that I was highly anticipating earlier last year. In my view, the Q1 beat (plus Q2 guidance above consensus) is mainly reinforcing the same growth story. However, I want to see more top-line growth, and the consumer business is not ramping up as fast as I wanted. Despite being only 18 months old, growing faster than gaming, with March roughly 25% above January and April setting a record for advertiser spend above any peak Q4 month, some analysts are modeling its Q1 contribution at just 5% of total sales. Yes, I agree with the bulls that the consumer mix may increase in the near term, but my concern is how near that "near term" really is. On the positive side, I think the Street hasn’t priced in the revenue upside from the June 2026 public opening of Axon. This is a positive catalyst that may shift the overhang from the reported SEC investigation or the short seller disputes. Overall, I prefer to remain on the sidelines and pay a premium on shares after I see the performance of the self-service launch. Until then, I downgrade my rating to a hold. Q1 2026 Highlights I’ll start with gaming, as that’s where most of the revenue in the last quarter came from (to the disappointment of the bulls on e-commerce). Q1 revenue was up 59% yoy (and 11% sequentially, as Axon is still compounding in the core gaming ad market.) Here is an interesting remark from CEO Adam Foroughi regarding what’s driving the growth in this segment: So if you recall, when we first launched AXON 2.0, we've had a lot of fast growth quarters since. I think it's been 12 straight. And almost -- most of that has been attributed to two things. One is releasing new prod...
CN ( CNI ) announced a public debt offering of US$750M comprised of US$300M of 4.350% notes due 2029 and US$450M of 4.950% notes due 2036. CN expects to close the offering on May 12, 2026, subject to the satisfaction of customary closing conditions. Net proceeds from the offering will be used for general corporate purposes, including the repayment of commercial paper. The joint bookrunners of the ...
CN ( CNI ) announced a public debt offering of US$750M comprised of US$300M of 4.350% notes due 2029 and US$450M of 4.950% notes due 2036. CN expects to close the offering on May 12, 2026, subject to the satisfaction of customary closing conditions. Net proceeds from the offering will be used for general corporate purposes, including the repayment of commercial paper. The joint bookrunners of the debt offering are J.P. Morgan Securities, RBC Capital Markets, and SMBC Nikko Securities America. More on Canadian National Railway Company Canadian National Railway Company (CNR:CA) Shareholder/Analyst Call - Slideshow Canadian National Railway Company (CNR:CA) Shareholder/Analyst Call Transcript Canadian National Railway Company 2026 Q1 - Results - Earnings Call Presentation Canadian National Railway Q1 2026 Earnings Preview Historical earnings data for Canadian National Railway Company