Oil wavers after the US and Iran clash near the Strait of Hormuz as Washington awaits Tehran's response for a potential deal to end the war. A federal trade court declares President Trump's 10% global tariffs unlawful. Veronica Clark of Citi looks ahead to the April payrolls report. (Source: Bloomberg)
Oil wavers after the US and Iran clash near the Strait of Hormuz as Washington awaits Tehran's response for a potential deal to end the war. A federal trade court declares President Trump's 10% global tariffs unlawful. Veronica Clark of Citi looks ahead to the April payrolls report. (Source: Bloomberg)
Embraer press release ( EMBJ ): Q1 Revenue of $1.44B beats by $20M . Adjusted EBIT reached US$94.0 million with a +6.5% margin in 1Q26 (+5.6% in 1Q25). U.S. import tariffs totaled US$13 million during the quarter (92bp), and there were another US$11 million in inventory for 2Q26. More on Embraer Embraer: $50 Billion In Contracted And Optioned Backlogs Bodes Well For FY 2026 Embraer S.A. (EMBJ) Fin...
Embraer press release ( EMBJ ): Q1 Revenue of $1.44B beats by $20M . Adjusted EBIT reached US$94.0 million with a +6.5% margin in 1Q26 (+5.6% in 1Q25). U.S. import tariffs totaled US$13 million during the quarter (92bp), and there were another US$11 million in inventory for 2Q26. More on Embraer Embraer: $50 Billion In Contracted And Optioned Backlogs Bodes Well For FY 2026 Embraer S.A. (EMBJ) Finnair Oyj, - M&A Call - Slideshow Embraer S.A. (EMBJ) M&A Call Transcript AirAsia X orders 150 Airbus A220 jets in boost to struggling program UAE orders up to 20 Embraer C-390 aircraft, expands local defense partnership
There are many reasons you might be interested in building your retirement savings outside a 401(k). Maybe your employer doesn't offer a 401(k) plan, you're already maxing yours out, or you don't want to put all your eggs in a single basket. Whatever the reason, a 401(k) is not the only way to invest money for retirement. Here's a sample of other smart ways to ensure you're ready for everything re...
There are many reasons you might be interested in building your retirement savings outside a 401(k). Maybe your employer doesn't offer a 401(k) plan, you're already maxing yours out, or you don't want to put all your eggs in a single basket. Whatever the reason, a 401(k) is not the only way to invest money for retirement. Here's a sample of other smart ways to ensure you're ready for everything retirement tosses your way, from taxes to healthcare costs. Image source: Getty Images. Continue reading
georgeclerk/iStock Unreleased via Getty Images Samsung Electronics' ( SSNLF ) union said on Friday that it will enter a mediation process with the company on May 11 and 12 related to a wage dispute that has threatened to turn into a strike at the South Korean chipmaker, Reuters reported. The union said that it was prepared to proceed with the planned general strike if it was dissatisfied with ...
georgeclerk/iStock Unreleased via Getty Images Samsung Electronics' ( SSNLF ) union said on Friday that it will enter a mediation process with the company on May 11 and 12 related to a wage dispute that has threatened to turn into a strike at the South Korean chipmaker, Reuters reported. The union said that it was prepared to proceed with the planned general strike if it was dissatisfied with the outcome of the mediation, the report added . Samsung did not immediately respond to Seeking Alpha's request for comment. The workers plan to strike for 18 days from May 21 if their demands are not met. Among the grievances is what the workers call a massive gap in bonus pay with rival chipmaker SK hynix ( HXSCL ). Last month, thousands of Samsung workers rallied at a factory complex south of Seoul over compensation levels. Negotiators from the union, management, and the government met on Friday, with Labour Ministry officials vowing "full support" for talks between the two sides, according to the union, the report noted. Earlier this week, Samsung's Board Chairman Shin Je-yoon urged unionized workers to resolve pay disputes with management, warning that a planned strike could hurt investors and staff and have "serious consequences" for the Korean economy. SK hynix and compatriot Samsung are among the world's largest memory chipmakers. SK hynix is a major supplier of high-bandwidth memory, or HBM, chips to Nvidia ( NVDA ). Samsung and American company Micron Technology ( MU ) also compete with SK hynix in this space. More on Samsung Samsung Electronics Co., Ltd. (SSNLF) Q1 2026 Earnings Call Transcript Samsung Electronics Co., Ltd. 2026 Q1 - Results - Earnings Call Presentation Samsung: Q1 Profit Guide Well Ahead Of Consensus, Remains A Buy AI chip rally: South Korea's KOSPI crosses 7,000 for the first time Samsung joins the $1 trillion club as Apple chip talks spark rally
"Thermal Event" Triggers Service Disruptions At Amazon AWS Cloud Hub In Northern Virginia Amazon Web Services said that recovery efforts are still underway after a " loss of power during a thermal event " disrupted a Northern Virginia data center on Thursday evening. " Mitigation efforts remain underway to resolve the impaired EC2 instances and degraded EBS volumes in a single Availability Zone (u...
"Thermal Event" Triggers Service Disruptions At Amazon AWS Cloud Hub In Northern Virginia Amazon Web Services said that recovery efforts are still underway after a " loss of power during a thermal event " disrupted a Northern Virginia data center on Thursday evening. " Mitigation efforts remain underway to resolve the impaired EC2 instances and degraded EBS volumes in a single Availability Zone (use1-az4) in the US-EAST-1 Region," AWS wrote on its Service Health page , indicating that its operational issue for "Amazon Elastic Compute Cloud (N. Virginia)" remained "impacted" as of early Friday morning . AWS shifted traffic away from the affected zone for most services and told customers to use other Availability Zones in US-EAST-1, noting that data centers in other zones were unaffected. " The work to bring additional cooling system capacity online , which will enable us to recover the remaining affected infrastructure in a controlled and safe manner, is taking longer than we had initially anticipated," AWS stated. The AWS disruption in Northern Virginia caused Coinbase's services to be affected overnight. On May 7th Coinbase experienced service disruptions. Here’s a quick summary of what happened: → Around 8PM ET, Coinbase systems flagged high error rates across multiple services. → We traced these errors to amazon failures in Availability Zone (use1-az4) in the AWS US-EAST-1… — Coinbase Support (@CoinbaseSupport) May 8, 2026 AWS did not provide details about what caused the "thermal event" at one of its data centers in Northern Virginia. Tyler Durden Fri, 05/08/2026 - 06:55
CATL’s integrated skateboard chassis on display. Photo: VCG Chinese battery giant Contemporary Amperex Technology Co. Ltd. (CATL)( 300750.SZ ) has partnered with Turkish automaker Togg to develop three electric-vehicle (EV) models using CATL’s integrated skateboard chassis platform , with mass production slated to begin in 2027. The integrated skateboard chassis combines the battery pack and vehic...
CATL’s integrated skateboard chassis on display. Photo: VCG Chinese battery giant Contemporary Amperex Technology Co. Ltd. (CATL)( 300750.SZ ) has partnered with Turkish automaker Togg to develop three electric-vehicle (EV) models using CATL’s integrated skateboard chassis platform , with mass production slated to begin in 2027. The integrated skateboard chassis combines the battery pack and vehicle underpinnings into a single structural unit. While the concept is not new, it has gained relevance in the EV era because the design allows carmakers to focus on vehicle body design and interior features, helping reduce development time and costs.
ANI Pharmaceuticals press release ( ANIP ): Q1 Non-GAAP EPS of $2.05 beats by $0.75 . Revenue of $237.5M (+20.5% Y/Y) beats by $29.87M . Quarterly GAAP net income available to common shareholders of $29.5 million; Quarterly adjusted non-GAAP EBITDA of $63.0 million, an increase of 24.1% year-over-year More on ANI Pharmaceuticals ANI Pharmaceuticals Looks Undervalued As Cortrophin Drives Rare Disea...
ANI Pharmaceuticals press release ( ANIP ): Q1 Non-GAAP EPS of $2.05 beats by $0.75 . Revenue of $237.5M (+20.5% Y/Y) beats by $29.87M . Quarterly GAAP net income available to common shareholders of $29.5 million; Quarterly adjusted non-GAAP EBITDA of $63.0 million, an increase of 24.1% year-over-year More on ANI Pharmaceuticals ANI Pharmaceuticals Looks Undervalued As Cortrophin Drives Rare Disease Growth ANI Pharmaceuticals: Worthy Of A Position ANI Pharmaceuticals, Inc. (ANIP) Presents at Barclays 28th Annual Global Healthcare Conference Transcript ANI Pharmaceuticals Q1 2026 Earnings Preview ANI Pharmaceuticals targets over $1B in 2026 revenue with rare disease focus and expanded sales force
Labour’s losses may not be as big as feared, and Reform’s share of seats suggests support may have peaked Only a third of councils in England that held elections had their votes counted overnight, with the rest starting on Friday morning. Hugely symbolic results in Scotland and Wales are also still to come. But despite the early stage, some trends are already starting to emerge for the parties … C...
Labour’s losses may not be as big as feared, and Reform’s share of seats suggests support may have peaked Only a third of councils in England that held elections had their votes counted overnight, with the rest starting on Friday morning. Hugely symbolic results in Scotland and Wales are also still to come. But despite the early stage, some trends are already starting to emerge for the parties … Continue reading...
Treasuries gained ahead of US employment data that looks set to cement the Federal Reserve’s cautious approach to changing policy. Yields slipped around two basis points across most of the curve, taking the policy-sensitive two-year rate down to 3.89%. The move trimmed a small rise this week that’s come amid uncertainty over efforts to reach a peace deal in the Middle East. While the war is likely...
Treasuries gained ahead of US employment data that looks set to cement the Federal Reserve’s cautious approach to changing policy. Yields slipped around two basis points across most of the curve, taking the policy-sensitive two-year rate down to 3.89%. The move trimmed a small rise this week that’s come amid uncertainty over efforts to reach a peace deal in the Middle East. While the war is likely to remain the key driver for markets, investors will still parse Friday’s payrolls data carefully to get a read on the health of the labor market. Economists expect another positive print, with 65,000 jobs added, which would mark the first consecutive gain since May last year. “If the US labor market continues to hold up contrary to many expectations at the beginning of the year, at some point, in our view, there would have to be some probability of a hike being priced into the US curve,” said Fredrik Repton , a senior portfolio manager at Neuberger Berman. Longer term US yields also slipped back after breaking above 5% on the 30-year tenor this week, as investors locked in rates trading around multi-year highs. That threshold, breached because of concerns over inflation and the possibility of Fed interest-rate hikes, was viewed by some as a “line in the sand” for the market. Read more: US Long Bonds Rebound as Buyers Snap Up Rare 5% Yields Fed pricing has shifted in a more hawkish direction in recent weeks, as the energy shock from the war ripples through global supply chains. Swaps imply interest rates will remain in a 3.5% to 3.75% range this year, unchanged from a week ago, and a one-in-three chance of a quarter-point hike by the middle of next year. The US 10-year yield was two basis points lower at 4.37%, in line with where it started the week. Last month’s payroll numbers — which rose by 178,000 to a 15-month high — did sway the Treasury market. “The status quo is that labor market conditions appear stable despite some lingering signs of fragility,” said Vail Hartma...
The global esports industry presents strong growth opportunities through increased viewership, mainstream media integrations, and diverse revenue streams, despite regulatory challenges. Key expansion areas include mobile esports and wider audience reach, supported by major players like Tencent and Riot Games. Esports Market Esports Market Dublin, May 08, 2026 (GLOBE NEWSWIRE) -- The "Esports Marke...
The global esports industry presents strong growth opportunities through increased viewership, mainstream media integrations, and diverse revenue streams, despite regulatory challenges. Key expansion areas include mobile esports and wider audience reach, supported by major players like Tencent and Riot Games. Esports Market Esports Market Dublin, May 08, 2026 (GLOBE NEWSWIRE) -- The "Esports Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, 2021-2031F" has been added to Re
Megacap tech stocks were racking up gains ahead of the opening bell on Friday, putting an exchange-traded fund that tracks the blue-chip on course for a record high. Roundhill's Magnificent Seven ETF climbed 0.
Megacap tech stocks were racking up gains ahead of the opening bell on Friday, putting an exchange-traded fund that tracks the blue-chip on course for a record high. Roundhill's Magnificent Seven ETF climbed 0.
Ur-Energy press release ( URG ): Q1 GAAP EPS of -$0.07. Revenue of $1.24M. More on Ur-Energy Inc. Ur-Energy: From Survival To Execution, But Profitability Still Unproven Ur-Energy Inc. (URE:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Ur-Energy Inc. Financial information for Ur-Energy Inc.
Ur-Energy press release ( URG ): Q1 GAAP EPS of -$0.07. Revenue of $1.24M. More on Ur-Energy Inc. Ur-Energy: From Survival To Execution, But Profitability Still Unproven Ur-Energy Inc. (URE:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Ur-Energy Inc. Financial information for Ur-Energy Inc.
JHVEPhoto Mattel ( MAT ) issued a response to activist investor Southeastern Asset Management pushing the toy giant to sell itself. In a statement, Mattel ( MAT ) noted that it maintains ongoing communication with its shareholders and values their perspectives. The company said it appreciated Southeastern’s continued engagement with it, including conversations earlier this year. Mattel ( MAT ) sta...
JHVEPhoto Mattel ( MAT ) issued a response to activist investor Southeastern Asset Management pushing the toy giant to sell itself. In a statement, Mattel ( MAT ) noted that it maintains ongoing communication with its shareholders and values their perspectives. The company said it appreciated Southeastern’s continued engagement with it, including conversations earlier this year. Mattel ( MAT ) stated that its board and management team are committed to acting in the best interests of all shareholders. As part of that process, the Mattel ( MAT ) board regularly reviews the company's strategy, performance, and opportunities to enhance long-term value and will continue to consider the views expressed in Southeastern’s letter. Mattel ( MAT ) also noted that it is focused on executing its strategy to grow the company’s IP-driven play and family entertainment business and create long-term shareholder value. Weighing in on the development, Jefferies analyst Kylie Cohu said it sees PE optionality as credible, media interest as strategically sound, and a Hasbro ( HAS ) takeout as unlikely. The view is that Hasbro ( HAS ) would not be interested in purchasing Mattel ( MAT ) outright due to the operational complexity and kid-centric IP. "No immediate change is expected, but activism may cap downside and revive optionality," updated Cohu. The firm kept a Buy rating on Mattel ( MAT ), pointing to the near-term film slate and long-term IP upside potential. Shares of Mattel ( MAT ) were up 1.3% in premarket trading. The toy stock is down 24% on a year-to-date basis. Hasbro (HA) edged 0.3% higher in the early session. More on Mattel and Hasbro Mattel, Inc. 2026 Q1 - Results - Earnings Call Presentation Mattel: Time To Go Toy Shopping Mattel, Inc. (MAT) Q1 2026 Earnings Call Transcript Mattel shareholder urges toymaker to explore sale SA analyst upgrades/downgrades: PLTR, AMD, MAT, PINS
Earnings Call Insights: GSI Technology (GSIT) Q4 fiscal 2026 Management View CEO Lee-Lean Shu said fiscal 2026 was “marked by strong performance in our SRAM business, continued advancement of Gemini-II toward commercialization and the initiation of the Plato design,” while adding that “significant work remains” (Co-Founder, President, CEO & Chairman Lee-Lean Shu). Vice President of Sales Didier La...
Earnings Call Insights: GSI Technology (GSIT) Q4 fiscal 2026 Management View CEO Lee-Lean Shu said fiscal 2026 was “marked by strong performance in our SRAM business, continued advancement of Gemini-II toward commercialization and the initiation of the Plato design,” while adding that “significant work remains” (Co-Founder, President, CEO & Chairman Lee-Lean Shu). Vice President of Sales Didier Lasserre positioned SRAM as the cash-generating base for APU investment, saying, “Our SRAM business performed well in fiscal 2026 and remains the revenue foundation of the company, providing cash for APU development,” and added, “we concluded our strategic review and determined that continuing to execute our stand-alone strategy is the best path forward for delivering long-term shareholder value” (Vice President of Sales Didier Lasserre). Lasserre highlighted edge-AI validation and early customer/program traction, citing “the Sentinel drone surveillance POC, the U.S. Army SBIR award and a new Phase 1 smart city project,” and said Sentinel bake-off performance “contributed to winning the contract award” with “a time to first token of roughly 3 seconds at 30 watts of system power on Gemini-312B multimodal workloads at the edge,” while the team “continue[s] to target a June demonstration of the Gemini-II powered drone” (Vice President of Sales Lasserre). CFO Douglas Schirle tied the year’s financial profile to SRAM strength and stepped-up APU spend, saying, “fiscal 2026 revenue increased 22.4% to $25.1 million,” “fiscal year 2026 gross margin [lifted] to 54.5%,” and “Operating expenses in fiscal 2026 rose to $31.2 million,” primarily “driven by higher R&D spending on the Plato chip design” (CFO & Corporate Secretary Douglas Schirle). Outlook Management’s Q1 fiscal 2027 outlook was: “net revenues in the range of $5.9 million to $6.7 million with gross margin of approximately 54% to 56%” (CFO & Corporate Secretary Schirle). On SRAM demand stability, Schirle said, “barring any sign...
Earnings Call Insights: Westrock Coffee Company (WEST) Q1 2026 Management View "I am pleased to report that our first quarter of '26 delivered strong results across every dimension of our business... what I believe is the most important inflection point in Westrock Coffee's history." (Co-Founder, Director & CEO Scott Ford) "For the first time, we are reporting results as a fully operational integr...
Earnings Call Insights: Westrock Coffee Company (WEST) Q1 2026 Management View "I am pleased to report that our first quarter of '26 delivered strong results across every dimension of our business... what I believe is the most important inflection point in Westrock Coffee's history." (Co-Founder, Director & CEO Scott Ford) "For the first time, we are reporting results as a fully operational integrated beverage platform with construction behind us, all lines running and the full enterprise now generating operating income." (CEO Ford) "At Conway, all 5 production lines are fully operational, cans, glass, multi-serve bottles, and bulk extract." (CEO Ford) "In single-serve specifically, you'll recall the departure of a large customer in Q4 of '25 due to industry consolidation. That disruption is now fully behind us." (CEO Ford) "We are reaffirming our '26 consolidated adjusted EBITDA outlook of $90 million to $100 million." (CEO Ford) "Consolidated net sales increased 44% to approximately $309 million." (CFO & Chief Administrative Officer Thomas Pledger) "This result includes a one-time gain of approximately $4.6 million, which represents the final payment we received under the single-serve cup contract..." (CFO Pledger) Outlook "We are reaffirming our '26 consolidated adjusted EBITDA outlook of $90 million to $100 million." (CEO Ford) "As volumes continue to build through the balance of this year and next, we expect the facility to become an increasingly meaningful contributor to segment profitability." (CEO Ford) "We expect some of this volume to begin arriving in late '26 with full replacement targeted by the end of '27." (CEO Ford) "Importantly, we remain on track to be free cash flow positive in the second half of this year." (CFO Pledger) Prior-quarter framing reiterated in the current call emphasized that construction is complete and commercialization is the priority, consistent with: "This year is about leveraging it." (CEO Ford) Financial Results "Q1 consolidat...