AMD Q1 earnings: What the chipmaker's growth could mean for Nvidia Yahoo Finance

Sundry Photography/iStock Editorial via Getty Images Arista Networks ( ANET ) reported its first quarter 2026 financial results after the markets closed on Tuesday. Shares were down about 4% during early post-market trading. For the quarter ended March 31, the networking solutions company reported adjusted earnings per share of $0.87

AMD Profit, Revenue Jump on Growth of Data Center Business WSJ

Stocks to watch on Tuesday after hours: AMD, MSTR, ALAB, CPNG MSN

Earnings snapshot: AMD posts Q1 double beat on AI infrastructure demand MSN

Saratoga Investment press release ( SAR ): Q4 Non-GAAP EPS of $0.53 misses by $0.02 . Total investment income of $31.12M (-0.6% Y/Y) beats by $0.3M . Reports 13.4% Increase in AUM and 0.9% Increase in NAV Year-Over-Year Annual ROE of 9.1% Beats Previous Year

CF Industries ( CF ) said on Tuesday its board has appointed Andrew T. Scribner as chief financial officer, effective May 26. Scribner will report to CEO Christopher Bohn and join the company’s senior leadership team. He joins from Kimberly-Clark ( KMB

Rayonier Advanced press release ( RYAM ): Q1 GAAP EPS of -$1.22 misses by $0.60 . Revenue of $319M (-10.4% Y/Y) beats by $16.37M . Net Loss for the quarter of $81 million, a decline of $49 million from prior year quarter, inclusive of non-cash permanent idling charges

AMD continues to ride EPYC, GPU data center waves Constellation Research

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Khosrork Earnings Snapshot (Seeking Alpha) More on Lucid Lucid: Robotaxi Deal And BOM Cost Reductions To Drive Upside Lucid Group: Q1 Miss And Another Capital Raise Reiterates A 'Sell' Lucid: Supplier Snags Not A Problem Lucid Q1 earnings on deck: What to expect Quant snapshot: Lumentum, Fastly among top-rated names as SUI Group, Service Properties lag

Key PointsAB-InBev handily beat analyst estimates in the quarter.

An oil tanker transporting Russian fuel to Cuba appears to have stalled roughly 1,000 miles (1,600 kilometers) off the coast, dealing a fresh blow as the island faces its worst fuel crisis in decades. The ship, a sanctioned Russian tanker named Universal, has been drifting on the ocean since mid-April, when it halted the voyage that started in Russia, according to vessel movements tracked by Bloomberg. It’s carrying nearly 270,000 barrels of diesel for the island nation, data from maritime intelligence firm Vortexa Ltd. show. The Universal’s arrival is uncertain as many vessels have in the past diverted away from Cuba for fear of seizure by US naval forces amid a near-total energy blockade. This year, one sole ship, the Anatoly Kolodkin, succeed in delivering oil, and only after obtaining a temporary reprieve from the Trump administration, which allowed passage to help mitigate the island’s energy crisis. Still, Cuba is in desperate need of more oil to generate power and fuel transport. Russia vowed to follow the Anatoly Kolodkin with another shipment, without disclosing arrival details. Meanwhile, the Cuban government has boosted efforts to revive domestic oil production and reduce reliance on imports. On Tuesday , the state oil company announced it replaced equipment that would allow two of Cuba’s largest oil wells to increase production by 30%, according to video posted on X.

Shares of Intel (NASDAQ: INTC) spiked to new all-time highs on Tuesday, following reports that Apple (NASDAQ: AAPL) was considering having the chipmaker build processors for its popular devices. Image source: Intel. Apple is reportedly exploring ways to diversify its chip production network, according to Bloomberg. The tech titan has long relied on Taiwan Semiconductor Manufacturing as its main chip foundry partner. Continue reading

Alberta Separatists Say They Have Enough Signatures To Force Referendum On Leaving Canada A group pushing for Alberta to break free from Canada announced Monday that it has submitted nearly double the number of signatures required to force a referendum -- which could come as early as October. While Alberta Premier Danielle Smith opposes independence, she has assured Albertans that she will not try to thwart a referendum if the signature hurdle were cleared. A signature in support of an independence referendum is collected atop a mountain in Alberta (via Stay Free Alberta) Triggering a referendum requires 178,000 signatures, but the separatist organization Stay Free Alberta says it amassed more than 301,000. As in the United States, referendum organizers usually aim to far overshoot the required number so as to survive challenges on the validity of individual signatures. On Monday, the group's leader, Mitch Sylvestre descended on Alberta's election offices in Edmonton with the petitions, aboard a convoy seven trucks strong. Celebrating the accomplishment, he likened it to Canada's favorite sport. “This day is historic in Alberta history,” he said. “It’s the first step to the next step — we’ve gotten by Round 3 and now we’re in the Stanley Cup final .” Despite Sylvestre's triumphalism, the independence drive could hit a snag this week, as a judge may rule on a challenge of the referendum filed by a First Nations group. That term is used to describe indigenous people who are not Inuit or Métis . Their legal challenge centers on the claim that Albertan independence would deny them privileges afforded them by treaties. The verification of referendum-support signatures has been stayed pending the decision. However, Stay Free Alberta attorney Jeff Rath said these are mere speed bumps. "As far as we're concerned, whatever the court does or whatever Elections Alberta does at this point is meaningless,” he told CBC , given the premier can't ignore more than 300,000 signatures...

BlackLine press release ( BL ): Q1 Non-GAAP EPS of $0.56 beats by $0.11 . Revenue of $183.2M (+9.7% Y/Y) beats by $2.12M . Financial Outlook Second Quarter 2026 Total GAAP revenue is expected to be in the range of $186 million to $188 million.

Ellington Financial press release ( EFC ): Q1 Non-GAAP EPS of $0.55 beats by $0.06 . Net interest income of $61.25M Total other income of $110.01M More on Ellington Financial Ellington Financial: Vertical Integration And Capital Optimization Drive The Buy Rating Ellington Financial Inc. (EFC) Q4 2025 Earnings Call Transcript Ellington Financial Inc. 2025 Q4 - Results - Earnings Call Presentation Ellington Financial Q1 2026 Earnings Preview Ellington Financial targets further portfolio growth and liability optimization through expanded securitization and strategic acquisitions

Beijing blocked Meta’s $2 billion Manus deal. On today’s Big Take Asia podcast, we discuss what the fallout means for Chinese AI startups with global ambitions. (Source: Bloomberg)

Pitney Bowes press release ( PBI ): Q1 Non-GAAP EPS of $0.47 in-line. Revenue of $477M (-3.3% Y/Y) in-line. Increases Quarterly Dividend from $0.09 to $0.10 per Share, Marking the Fifth Increase in the Past Six Quarters 2026 Outlook $ millions, except EPS Low High Revenue $1,800 $1,860 Adjusted EBIT $425 $465 Adjusted EPS $1.50 $1.65 Free Cash Flow $345 $380 Click to enlarge More on Pitney Bowes Pitney Bowes: Reviewing The Validity Of The Bounce Pitney Bowes Moves From Hold To Buy On Stronger Fundamentals (Rating Upgrade) Pitney Bowes Inc. (PBI) Q4 2025 Earnings Call Transcript Pitney Bowes Q1 2026 Earnings Preview Emcor, Ampco-Pittsburgh are among industrials hitting 52-week highs

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Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on AMD Advanced Micro Devices Technical: Steep Run-Up Ahead Of Earnings, At Risk Of Mean Reversion Decline Below 380.20 AMD Faces Downside Risk Following Earnings AMD: Cooling My Rating, Not My Conviction Stocks to watch on Tuesday after hours: AMD, MSTR, ALAB, CPNG AMD shoots up as Q1 results, guidance top estimates

Centrus Energy press release ( LEU ): Q1 Non-GAAP EPS of $1.05 beats by $0.78 . Revenue of $76.7M (+4.9% Y/Y) misses by $1.63M . GAAP net income of $10.0 million compared to GAAP net income of $27.2 million in Q1 2025 Non-GAAP adjusted

美国石油协会（API）数据显示，上周， 美国API原油库存 -814.1万桶 ，之前一周 -179.3万桶。 上周API库欣原油库存 -104.5万桶，前值 -42.1万桶。 上周API成品油汽油库存 -610.7万桶（前值 -847.2万桶）、馏分油库存 -464.2万桶（前值 -260.2万桶）。

Anthropic周二推出面向金融服务行业的人工智能代理，引发市场对传统金融数据服务商的冲击担忧，FactSet、晨星等公司股价当日明显下挫。 此次发布的10款AI代理可执行 起草路演材料、审阅财务报表及合规预警等任务，覆盖银行、保险、资产管理和金融科技等专业领域。 同时接入Word、Excel、PowerPoint及Outlook， 大幅推升分析师更新数据、构建财务模型、制作演示材料的效率。 公告发布后，FactSet Research Systems股价盘中一度下跌8.1%，后有所反弹；晨星（Morningstar）抹去早盘涨幅后跌逾3%；标普全球（S&P Global）及穆迪（Moody's Corp.）亦承受明显卖压。 当地时间周二，Anthropic首席执行官Dario Amodei在纽约举办的公司活动上与摩根大通CEO Jamie Dimon同台发言，出席者涵盖多位银行业高管，彰显这家AI初创公司在华尔街影响力的持续扩张。 金融场景成为AI商业化新战场 Anthropic此番发力金融行业，是其与OpenAI展开全面竞争的最新动作。两家公司均在积极拓展编程工具以外的行业应用，以期在各自预期中的IPO前夯实营收基础。 "金融是知识型工作的完美蓝图，"Anthropic金融服务产品负责人Nicholas Lin表示。他认为， AI在金融领域的应用"仅落后于编程应用几个月"， 而后者已展现出大幅加速态势。 Amodei指出商业化推进的瓶颈所在： "我们将这一技术商业化、从中获取收入的能力，受制于的并非模型本身的能力或其理论上能创造的经济价值，而是技术向现实世界扩散的速度。" 这并非Anthropic首次针对金融行业进行专项布局。今年2月，该公司曾推出专为金融分析、股票研究、私募股权及财富管理定制的Claude插件，并同期发布了一款据称更擅长金融研究的新模型。 目前，Anthropic已拥有逾30万家企业客户，利用其技术实现部分工作流程的自动化。 在渠道层面，Anthropic正通过与黑石、Hellman & Friedman及高盛组建合资企业，进一步加深与金融行业的绑定，该合资公司将致力于向更多企业推广部署Anthropic的软件。OpenAI亦已敲定类似架构的合作计划。 接入微软办公软件，推升工作效率 在本次发布的新功能中，Anthropic表示将进一步 提升...

In this article SMCI Follow your favorite stocks CREATE FREE ACCOUNT Super Micro CEO Charles Liang speaks at the HumanX conference in Las Vegas on March 10, 2025. Big Event Media | HumanX | Getty Images Super Micro Computer shares jumped 19% in extended trading on Tuesday after the server maker issued strong guidance, although revenue for its fiscal third quarter came in below estimates. Here's how the company did in comparison with LSEG consensus: Earnings per share: 84 cents adjusted vs. 62 cents expected Revenue: $10.24 billion vs. $12.33 billion expected Revenue jumped 123% year over year in the quarter, which ended on March 31, according to a statement . For the fiscal fourth quarter, management called for 65 cents to 69 cents in adjusted earnings per share on $11 billion to $12.5 billion in revenue. The LSEG consensus was for earnings of 55 cents per share and $11.07 billion in revenue. Super Micro has carved out a position in the artificial intelligence boom, selling servers that are packed with Nvidia's graphics processing units. However, the company has been beset by other challenges. During the quarter, the U.S. Attorney's Office for the Southern District of New York charged associates of an unidentified U.S. server maker with illegally diverting billions of dollars in Nvidia -powered servers to China. The indictment did not name Super Micro, but the company said one defendant was a co-founder and executive, another was a manager, and the third was a contractor. CEO Charles Liang told investors in March, "It appears that Supermicro has been a victim of the elaborate schemes orchestrated by these individuals, which deceived both federal authorities and our internal compliance team." Wally Liaw, the co-founder and executive described in the indictment, no longer has any relationship to the company and left the board, Liang wrote. As of Tuesday's close, Super Micro shares were down about 5% for the year, while the S&P 500 had gained 6% in the same period. In ...

格隆汇5月6日｜西班牙卫生部确认，将在加那利群岛接收（涉汉坦病毒疫情邮轮）“洪迪厄斯”。