Earnings Call Insights: Keel Infrastructure Corp. (KEEL) Q1 2026 Management View "Today is a meaningful day for us. This is our first earnings call presenting as Keel Infrastructure." (CEO & Director Benjamin Gagnon) "Since our last call just over a month ago, we have also completed our redomiciliation to the United States, officially rebranded as Keel Infrastructure and closed the sale of our Pas...
Earnings Call Insights: Keel Infrastructure Corp. (KEEL) Q1 2026 Management View "Today is a meaningful day for us. This is our first earnings call presenting as Keel Infrastructure." (CEO & Director Benjamin Gagnon) "Since our last call just over a month ago, we have also completed our redomiciliation to the United States, officially rebranded as Keel Infrastructure and closed the sale of our Paso Pe site." (CEO & Director Gagnon) "Keel Infrastructure is a North American digital infrastructure company." (CEO & Director Gagnon) "We own large-scale powered land sites across Pennsylvania, Quebec and Washington that we are actively developing into over 2 gigawatts of high-performance computing campuses for leased to investment-grade hyperscalers, neocloud, enterprise and government clients." (CEO & Director Gagnon) "Our 2026 priority is clear: sign 3 leases by year-end, one at Panther Creek, one at Sharon and one at Moses Lake." (CEO & Director Gagnon) "Across all 3 of our near-term development sites, we are running 3 work streams simultaneously, finalizing permits, advancing architecture and engineering aligned with customer specifications and actively commercializing to secure highly financeable leases with investment-grade tenants." (CEO & Director Gagnon) "We are better capitalized today than at any point in this company's history, and our liquidity position gives us something invaluable in this market, the ability to both advance and derisk our sites at the pace our customers require and to make commercial decisions from a position of strength, not necessity." (Chief Financial Officer Jonathan Mir) Outlook "3 leases signed by year-end, revenue commencing in 2027." (CEO & Director Benjamin Gagnon) "The second value driver we are executing this year is to increase our secured capacity from both expansion capacity and new organic growth opportunities." (CEO & Director Gagnon) "The third value driver will be delivering on megawatts in 2027." (CEO & Director Gagnon) "O...
Earnings Call Insights: Uniti Group (UNIT) Q1 2026 Management View CEO Kenneth Gunderman said, "Uniti is off to a great start in 2026" and positioned the strategy around "twin engines, including the fiber-to-the-home build at Kinetic and the hyperscaler AI build at Fiber Infrastructure," adding that "Total fiber revenue grew 15% year-over-year." Gunderman emphasized Kinetic execution and milestone...
Earnings Call Insights: Uniti Group (UNIT) Q1 2026 Management View CEO Kenneth Gunderman said, "Uniti is off to a great start in 2026" and positioned the strategy around "twin engines, including the fiber-to-the-home build at Kinetic and the hyperscaler AI build at Fiber Infrastructure," adding that "Total fiber revenue grew 15% year-over-year." Gunderman emphasized Kinetic execution and milestones, stating, "we're well on our way to ramping our fiber-to-the-home build at Kinetic targeting 450,000 to 500,000 new homes with fiber in 2026," and highlighting build cadence: "we built 45,000 new homes in March and another 45,000 new homes in April." He also said, "in April, we achieved our second milestone of greater than 50% of Kinetic's consumer revenues on fiber." On hyperscaler/AI demand, Gunderman said, "for the hyperscalers, we foreshadowed even more activity in 2026 than last year and thus far, our expectations have been exceeded," and framed economics and mix: "close to 80% of our hyperscaler business actually includes selling all or at least partial existing infrastructure" and "the combined IRRs on the hyperscaler deals sold to date is approximately 30%." CFO Paul Bullington highlighted Kinetic operating metrics: "we expanded our fiber network to pass an additional 88,000 homes with fiber" and "Kinetic also added 30,000 net new fiber subscribers," adding, "Kinetic Consumer Fiber revenue grew 26% year-over-year during the quarter." Outlook Bullington reiterated full-year 2026 outlook, saying, "we continue to expect consolidated revenue and adjusted EBITDA of approximately $3.63 billion and $1.45 billion at the midpoint of our 2026 outlook with consolidated net CapEx of about $1.4 billion." By segment, Bullington said, "Beginning with Kinetic, we continue to expect revenues and contribution margin to be $2.15 billion and $905 million" and "deploy approximately $1.2 billion of net CapEx" at the midpoint; for Fiber Infrastructure, "we still expect revenues and cont...
frender/iStock via Getty Images Realty Income ( O ) was raised to Buy from Hold at Freedom Broker on attractive risk-reward after first-quarter financial results. The net lease REIT delivered Q1 earnings and revenue beats, but its same-store rental growth rate decelerated, and its full-year FFO guidance boost remained below the consensus estimate. Q1 AFFO per share was supported by lease terminati...
frender/iStock via Getty Images Realty Income ( O ) was raised to Buy from Hold at Freedom Broker on attractive risk-reward after first-quarter financial results. The net lease REIT delivered Q1 earnings and revenue beats, but its same-store rental growth rate decelerated, and its full-year FFO guidance boost remained below the consensus estimate. Q1 AFFO per share was supported by lease termination income. The quarter reflected continued progress in the San Diego, California-based company's private capital platform as well as continued capital inflows into its U.S. Core Plus Fund, according to the research note. "Despite elevated investment volumes driving only 3.4% Y/Y AFFO per share growth, which the market views negatively, we see O as offering an attractive risk-reward profile at current share price levels," said analyst Zhiger Kurmet. Freedom Broker's rating aligns with Seeking Alpha authors rating and Quant rating of Buy. The Wall Street analysts grade the stock as Hold. More on Realty Income Realty Income Q1 Earnings: Topline Growth Met Flat FFO Per Share (Rating Downgrade) Realty Income Corporation (O) Q1 2026 Earnings Call Transcript Realty Income: Improving Real Returns Earnings Scoreboard: 82% of firms post Y/Y earnings growth, 88% of S&P 500 reporting firms top EPS estimates Realty Income targets $9.5B of 2026 investment volume while raising AFFO per share guidance to $4.41-$4.44
The Russell 2000's latest performance is one for the books. It's the 11th time in the history of the Russell 2000 that it has marked a consecutive six-week or more winning streak alongside the S&P 500 and tech-heavy Nasdaq. The last time was in 2023; the first time was in 1979, according to LSEG and Dow Jones Market Data.
The Russell 2000's latest performance is one for the books. It's the 11th time in the history of the Russell 2000 that it has marked a consecutive six-week or more winning streak alongside the S&P 500 and tech-heavy Nasdaq. The last time was in 2023; the first time was in 1979, according to LSEG and Dow Jones Market Data.
Apple Inc (NASDAQ:AAPL, XETRA:APC) and Intel Corp (NASDAQ:INTC, XETRA:INL) have reportedly reached a preliminary chipmaking agreement that Wedbush analysts see as “a clear positive for Intel,” while also raising questions about what it signals for Intel’s next-generation manufacturing...
Apple Inc (NASDAQ:AAPL, XETRA:APC) and Intel Corp (NASDAQ:INTC, XETRA:INL) have reportedly reached a preliminary chipmaking agreement that Wedbush analysts see as “a clear positive for Intel,” while also raising questions about what it signals for Intel’s next-generation manufacturing...
CoreWeave (NASDAQ: CRWV) roared into the artificial intelligence (AI) forefront about a year ago when it launched an initial public offering -- and saw its stock price soar more than 300% in just a few months. Why such excitement about this company in particular? The tech player offers something in great need at this stage of the AI boom and something that should remain in demand: capacity to run ...
CoreWeave (NASDAQ: CRWV) roared into the artificial intelligence (AI) forefront about a year ago when it launched an initial public offering -- and saw its stock price soar more than 300% in just a few months. Why such excitement about this company in particular? The tech player offers something in great need at this stage of the AI boom and something that should remain in demand: capacity to run AI workloads. This business translated into soaring revenue -- and that's continued quarter after quarter. In the latest period, CoreWeave's revenue more than doubled to $2 billion. Still, this wasn't enough to boost the stock. CoreWeave, which has dropped 33% from its peak last June, slipped 11% in the trading session following the earnings report. Is CoreWeave now a buy on the dip -- or a stock to avoid? Let's find out. Continue reading
Here we go again - deja coup, not just deja vu . Once again, a prime minister is battling to survive as his backbenchers turn on him and leadership speculation dominates the news. Labour is busy proving that these days even a landslide election victory and a three-figure parliamentary majority provides only temporary respite before British politics returns to plotting and instability. There was so...
Here we go again - deja coup, not just deja vu . Once again, a prime minister is battling to survive as his backbenchers turn on him and leadership speculation dominates the news. Labour is busy proving that these days even a landslide election victory and a three-figure parliamentary majority provides only temporary respite before British politics returns to plotting and instability. There was some comfort for Keir Starmer overnight with Arsenal winning their crunch Premier League match, keeping their title pursuit on track. Cue much needed hilarity at the Prime Minister’s reset press conference when one political editor accidentally played audio of an Arsenal clip on loudspeaker. Starmer may have wanted that moment to never end. But having left you on Friday believing Starmer was unlikely to be challenged, a previously unheard of Labour backbencher inserted herself into history alongside Anthony Meyer, the Tory stalking horse who began Margaret Thatcher’s downfall 37 years ago. Catherine West’s challenge has been boosted by the PM’s odd declaration yesterday that he would like another decade in Downing Street. Actually having appeared to be an unlikely but all the more potentially effective PM toppler, today West slightly changed tack. She is now collecting signatures for a letter demanding Starmer set a date for September for a leadership contest. While it delays the challenge rather than derails it, it also holds danger for Starmer. It buys time for Andy Burnham, the mayor of Greater Manchester - and the most popular alternative, according to polls - to find some way back into parliament. Our political editor and team said Starmer’s speech “appeared to do little to subdue the rebellions brewing within his party.” There was precious little policy apart from a pledge to make permanent the temporary nationalisation of British Steel . He said he wanted to take the UK closer still to the EU - and perhaps most substantial was an implication the next Labour manifesto m...
For the first time, Google says it has spotted and stopped a zero-day exploit developed with AI. According to a report from Google Threat Intelligence Group (GTIG), "prominent cyber crime threat actors" were planning to use the vulnerability for a "mass exploitation event" that would have allowed them to bypass two-factor authentication on an unnamed "open-source, web-based system administration t...
For the first time, Google says it has spotted and stopped a zero-day exploit developed with AI. According to a report from Google Threat Intelligence Group (GTIG), "prominent cyber crime threat actors" were planning to use the vulnerability for a "mass exploitation event" that would have allowed them to bypass two-factor authentication on an unnamed "open-source, web-based system administration tool." Google's researchers found hints in the Python script used for the exploit that indicated help from AI, like a "hallucinated CVSS score" and "structured, textbook" formatting consistent with LLM training data. The exploit takes advantage of … Read the full story at The Verge.
LD Washington’s growing debt burden revived an old question on Wall Street and Capitol Hill alike: could the United States ever default on its obligations, or would the Federal Reserve step in to ease the pressure? According to the Wells Fargo Investment Institute, the answer remained no, at least for now. The report argued that the U.S. government retained the institutional and financial capacity...
LD Washington’s growing debt burden revived an old question on Wall Street and Capitol Hill alike: could the United States ever default on its obligations, or would the Federal Reserve step in to ease the pressure? According to the Wells Fargo Investment Institute, the answer remained no, at least for now. The report argued that the U.S. government retained the institutional and financial capacity to service its debt because it borrowed in its currency and maintained a broad tax base. While repeated debt-ceiling standoffs rattled markets in the past, Wells Fargo analysts said those episodes reflected political brinkmanship rather than an inability to pay investors. The Federal Reserve also emerged as a central player in the debate. Wells Fargo stated that the Fed was legally prohibited from directly financing government spending and did not “print money” to pay off federal debt. Instead, the central bank focused on inflation and employment goals while preserving its independence from political pressure. Still, the larger concern remained fiscal sustainability. “The math is clear. The U.S. government spent more money than it collected,” the report stated. Analysts warned that without spending cuts, higher taxes, or stronger economic growth, debt levels could continue climbing for decades. Wells Fargo pointed to the 1980s and 1990s as evidence that Washington historically responded to rising interest burdens with budget reforms and deficit controls. For investors, the message remained cautious but calm: fiscal stress mounted, yet confidence in the Treasury market and the Federal Reserve largely held firm. More on markets Latest Middle East Turmoil Revives Inflation Worries SPX Realized Skew Inverts As Traders Focus On Right Tail Rates Spark: 10yr SOFR Hits The 4% Handle Inflation anxiety returns as Google searches for 'inflation' top 2022 searches Fed rate hike odds climb to nearly 50/50 by spring of 2027
The Trump administration is planning to temporarily reduce tariffs on beef imports as soon as Monday as it tries to bring down high beef prices, according to the Wall Street Journal. The move would suspend the annual tariff-rate quota, which applies a higher rate after a certain level of beef imports are reached, on all beef-exporting nations, according to the report, which cited people familiar w...
The Trump administration is planning to temporarily reduce tariffs on beef imports as soon as Monday as it tries to bring down high beef prices, according to the Wall Street Journal. The move would suspend the annual tariff-rate quota, which applies a higher rate after a certain level of beef imports are reached, on all beef-exporting nations, according to the report, which cited people familiar with the matter. That would enable more of the product to enter the US at low rates. The US cattle herd has shrunk to a 75-year low, sending consumer prices to record highs while also tightening margins for meat processors. The cost of beef has been one of the key drivers of food inflation, making it a political flashpoint for the Trump administration ahead of the midterm elections.
Capital One Financial today announced a quarterly dividend of $0.80 per common share payable June 1, 2026, to stockholders of record at the close of business on May 19, 2026. The company has announced dividends on its common stock every quarter since it became an independent com
Capital One Financial today announced a quarterly dividend of $0.80 per common share payable June 1, 2026, to stockholders of record at the close of business on May 19, 2026. The company has announced dividends on its common stock every quarter since it became an independent com
David Dee Delgado/Getty Images Entertainment Palantir Technologies Inc. ( PLTR ) is one of the few software stocks that still commands a healthy valuation. Software stocks have been beaten down across the board as investors have been fearful regarding long-term disruption from AI. PLTR, however, has proven itself to be a clear beneficiary of AI tailwinds. Growth continues to accelerate, and the co...
David Dee Delgado/Getty Images Entertainment Palantir Technologies Inc. ( PLTR ) is one of the few software stocks that still commands a healthy valuation. Software stocks have been beaten down across the board as investors have been fearful regarding long-term disruption from AI. PLTR, however, has proven itself to be a clear beneficiary of AI tailwinds. Growth continues to accelerate, and the company has reached unprecedented levels of profitability. These have led to changes in my assumptions, which now justify a rating upgrade. I am doing away with my previously bearish ratings and upgrading the stock to a neutral rating. PLTR Stock Price I last covered PLTR in February , where I stuck by my Strong Sell rating as I noted that the stock traded at a 10x premium to peers. The stock is roughly flat since. Data by YCharts It feels like capitulation, but it is time to remove my bearishness as the stakes have changed. PLTR Stock Key Metrics PLTR is an enterprise software company which provides its customers a sort of operating system from which they can organize, analyze, and act upon their data. A bullish thesis from my point of view centers around AI models being commoditized over the long term, with the most central component of AI being to ensure that the data being provided to the models is accurate and thus maintaining the integrity of results generated by any AI applications. With agentic AI rapidly rising in adoption, it is not too surprising to understand that PLTR has become a central enabler of generative AI. The numbers appear to validate that posturing. There is clear evidence that agentic AI is taking off; one can simply look at the soaring stock prices of various equipment makers for that. PLTR has shown similarly explosive evidence, with its most recent quarter showing 85% YoY revenue growth to $1.63 billion, crushing guidance of between $1.532 billion and $1.536 billion. 2026 Q1 Presentation That revenue growth was driven similarly between both commerc...
David Dee Delgado/Getty Images Entertainment Palantir Technologies Inc. ( PLTR ) is one of the few software stocks that still commands a healthy valuation. Software stocks have been beaten down across the board as investors have been fearful regarding long-term disruption from AI. PLTR, however, has proven itself to be a clear beneficiary of AI tailwinds. Growth continues to accelerate, and the co...
David Dee Delgado/Getty Images Entertainment Palantir Technologies Inc. ( PLTR ) is one of the few software stocks that still commands a healthy valuation. Software stocks have been beaten down across the board as investors have been fearful regarding long-term disruption from AI. PLTR, however, has proven itself to be a clear beneficiary of AI tailwinds. Growth continues to accelerate, and the company has reached unprecedented levels of profitability. These have led to changes in my assumptions, which now justify a rating upgrade. I am doing away with my previously bearish ratings and upgrading the stock to a neutral rating. PLTR Stock Price I last covered PLTR in February , where I stuck by my Strong Sell rating as I noted that the stock traded at a 10x premium to peers. The stock is roughly flat since. Data by YCharts It feels like capitulation, but it is time to remove my bearishness as the stakes have changed. PLTR Stock Key Metrics PLTR is an enterprise software company which provides its customers a sort of operating system from which they can organize, analyze, and act upon their data. A bullish thesis from my point of view centers around AI models being commoditized over the long term, with the most central component of AI being to ensure that the data being provided to the models is accurate and thus maintaining the integrity of results generated by any AI applications. With agentic AI rapidly rising in adoption, it is not too surprising to understand that PLTR has become a central enabler of generative AI. The numbers appear to validate that posturing. There is clear evidence that agentic AI is taking off; one can simply look at the soaring stock prices of various equipment makers for that. PLTR has shown similarly explosive evidence, with its most recent quarter showing 85% YoY revenue growth to $1.63 billion, crushing guidance of between $1.532 billion and $1.536 billion. 2026 Q1 Presentation That revenue growth was driven similarly between both commerc...
Key PointsThe Vanguard Russell 1000 Growth ETF has significantly lower costs than the iShares Russell 2000 Growth ETF while managing a much larger pool of assets under management.
Key PointsThe Vanguard Russell 1000 Growth ETF has significantly lower costs than the iShares Russell 2000 Growth ETF while managing a much larger pool of assets under management.
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. Stocks are moving higher to start the week, with semis and other AI-related names ripping higher, including Micron , Intel , AMD , Qualcomm , and Nvidia . Club stock Corning is up more than 9%, fueled by surging demand for its fiber optic cables a...
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Monday's key moments. 1. Stocks are moving higher to start the week, with semis and other AI-related names ripping higher, including Micron , Intel , AMD , Qualcomm , and Nvidia . Club stock Corning is up more than 9%, fueled by surging demand for its fiber optic cables and other infrastructure materials; the company also announced a partnership with Nvidia last week to power data centers . Jim Cramer pondered whether to sell some Corning shares after the stock's 130% year-to-date run. The responsible portfolio management move is to trim some, but we're currently restricted since Jim mentioned the name on Monday on air. Jim also responded to the top-of-mind investor question on whether it's too late to get into these data center names after their parabolic charge. "You're late, but it doesn't matter that you're late," Jim said, reiterating a sentiment from his Sunday column : "It's hard right now to even imagine the data center stocks going down knowing the budgets these hyperscalers have." 2. Shares of Honeywell popped 2.7% Monday after the company filed a Form S-1 on the proposed initial public offering of its quantum company, Quantinuum, on Friday. This is the next step for one of the world's largest quantum computing companies to go public, and it could unlock incremental investor value. Even though it's a loss-making company, the spin would further simplify Honeywell's story as the company moves closer to its breakup on June 29. We initially invested in Honeywell for its in-demand aerospace business, but Jim said Honeywell's industrial automation business "may be worth much more than I thought." That's because in today's economy, companies are focused on automation solutions, an area in which Honeywell is well known. 3. Qnity Electronics stock is up 4.5% Monday ahead of its earnings report on Tuesday. Qnity was spun off from fellow Clu...