Mercury Systems press release ( MRCY ): Q3 Non-GAAP EPS of $0.27 beats by $0.20 . Revenue of $235.76M (+11.5% Y/Y) beats by $26.45M . Shares +4.68% AH. More on Mercury Systems Mercury Systems: Buy Maintained, But Cost Inflation Is The Swing Factor Mercury Systems Q3 2026 Earnings Preview Aerospace gains momentum while defense turns cautious ahead of Q1 earnings: Baird Seeking Alpha’s Quant Rating ...
Mercury Systems press release ( MRCY ): Q3 Non-GAAP EPS of $0.27 beats by $0.20 . Revenue of $235.76M (+11.5% Y/Y) beats by $26.45M . Shares +4.68% AH. More on Mercury Systems Mercury Systems: Buy Maintained, But Cost Inflation Is The Swing Factor Mercury Systems Q3 2026 Earnings Preview Aerospace gains momentum while defense turns cautious ahead of Q1 earnings: Baird Seeking Alpha’s Quant Rating on Mercury Systems Historical earnings data for Mercury Systems
Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
Skyworks Solutions press release ( SWKS ): Q2 Non-GAAP EPS of $1.15 beats by $0.11 . Revenue of $944M (-1.0% Y/Y) beats by $42.21M . “For the June quarter, we anticipate revenue of $900 million to $950 million vs $901.79M consensus, with non-GAAP diluted earnings per share of $1.03 vs $1.04 consensus at the mid-point of the revenue range,” said Philip Carter , chief financial officer and senior vi...
Skyworks Solutions press release ( SWKS ): Q2 Non-GAAP EPS of $1.15 beats by $0.11 . Revenue of $944M (-1.0% Y/Y) beats by $42.21M . “For the June quarter, we anticipate revenue of $900 million to $950 million vs $901.79M consensus, with non-GAAP diluted earnings per share of $1.03 vs $1.04 consensus at the mid-point of the revenue range,” said Philip Carter , chief financial officer and senior vice president of Skyworks. Shares +2% . More on Skyworks Solutions Skyworks: What It'd Take For The Company To Recover Skyworks Solutions, Inc. (SWKS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Skyworks: Buy This Undervalued Dividend Machine Skyworks Solutions Q2 2026 Earnings Preview Skyworks on track to end in green for eighth straight session
Andrii Yalanskyi/iStock via Getty Images Monthly dividend stocks have a lot of appeal, especially for investors who are looking to live off of dividends in retirement. One reason is simply psychological: you get that monthly reaffirmation of why you hold that position. Instead of having to wait three months, or in some cases even six or twelve months, to get the passive income that you bought that...
Andrii Yalanskyi/iStock via Getty Images Monthly dividend stocks have a lot of appeal, especially for investors who are looking to live off of dividends in retirement. One reason is simply psychological: you get that monthly reaffirmation of why you hold that position. Instead of having to wait three months, or in some cases even six or twelve months, to get the passive income that you bought that position to earn, you get it monthly, which is quite frequent, giving you that regular reward incentive but also aligning nicely with many living expenses that retirees have to budget for. Additionally, you're able to reinvest those dividends every month if you do not need them to live on, which can then lead to faster compounding of additional dividend income through further share purchases. In this article, I'm going to look at two very attractive-looking monthly dividend payers and share why only one of them is a buy right now. Best-of-Breed BDC The first one I'm going to talk about is Main Street Capital Corporation ( MAIN ), which is one of the greatest business development companies (BDCs) ( BIZD ) out there. A large part of this is thanks to its internal management, which gives it an operating cost advantage over many of its externally managed peers, including highly revered ones like Ares Capital Corporation ( ARCC ). This, in turn, makes a dollar of NAV at MAIN worth significantly more than a dollar of NAV at ARCC. As a result, MAIN has been able to command a significant price-to-NAV multiple premium over the course of its history, which in turn enables it to regularly issue new stock on an accretive basis. In other words, they are able to issue shares to the market, and every share that they issue grows book value per share, which in turn enables them to grow net investment income per share and ultimately dividends per share. This creates a virtuous cycle that enables them to sustain and even grow their dividend over time despite paying out a high percentage of t...
Schwallier Wealth Management LLC cut its position in Invesco Equal Weight 0-30 Year Treasury ETF (NASDAQ:GOVI) by 260,955 shares in the first quarter, an estimated $7.21 million trade based on quarterly average pricing, according to a May 5, 2026, SEC filing. According to a SEC filing dated May 5, 2026, Schwallier Wealth Management LLC reduced its GOVI holding by 260,955 shares in the first quarte...
Schwallier Wealth Management LLC cut its position in Invesco Equal Weight 0-30 Year Treasury ETF (NASDAQ:GOVI) by 260,955 shares in the first quarter, an estimated $7.21 million trade based on quarterly average pricing, according to a May 5, 2026, SEC filing. According to a SEC filing dated May 5, 2026, Schwallier Wealth Management LLC reduced its GOVI holding by 260,955 shares in the first quarter. The estimated value of the shares sold is $7.21 million, based on the mean closing price for the quarter. As a result, the quarter-end value of the GOVI stake dropped by $7.18 million, including price changes during the period. The Invesco Equal Weight 0-30 Year Treasury ETF offers institutional investors diversified exposure to the full spectrum of U.S. Treasury maturities through a systematic, laddered approach. By maintaining equal weights across maturities and monthly rebalancing, the fund aims to reduce concentration risk and provide consistent income. Its transparent structure and focus on high-quality government securities make it a competitive option for those seeking efficient access to the U.S. Treasury market. Continue reading
Revolve Group press release ( RVLV ): Q1 GAAP EPS of $0.20 beats by $0.01 . Revenue of $342.9M (+15.6% Y/Y) beats by $15.3M . Updated FY 2026 Outlook Prior FY 2026 Outlook Gross margin 53.5% to 54.0% 53.7% to 54.2% Fulfillment expenses 3.2% to 3.4% of net sales 3.2% to 3.4% of net sales Selling and distribution expenses 17.1% to 17.3% of net sales 17.1% to 17.3% of net sales Marketing expenses 15....
Revolve Group press release ( RVLV ): Q1 GAAP EPS of $0.20 beats by $0.01 . Revenue of $342.9M (+15.6% Y/Y) beats by $15.3M . Updated FY 2026 Outlook Prior FY 2026 Outlook Gross margin 53.5% to 54.0% 53.7% to 54.2% Fulfillment expenses 3.2% to 3.4% of net sales 3.2% to 3.4% of net sales Selling and distribution expenses 17.1% to 17.3% of net sales 17.1% to 17.3% of net sales Marketing expenses 15.3% to 15.8% of net sales 15.3% to 15.8% of net sales General and administrative expenses $164 million to $168 million $161 million to $164 million Effective tax rate 24% to 26% 24% to 26% Second Quarter 2026 Outlook Gross margin 54.1% - 54.6% Fulfillment expenses 3.2% of net sales Selling and distribution expenses 17.5% of net sales Marketing expenses 15.7% of net sales General and administrative expenses $43.0 million Click to enlarge More on Revolve Group Revolve Group: A Solid GARP Play That Continues To Deliver On Growth Revolve Group, Inc. (RVLV) Presents at UBS Global Consumer and Retail Conference Transcript Revolve Group, Inc. 2025 Q4 - Results - Earnings Call Presentation Revolve Group Q1 2026 Earnings Preview Revolve Group outlines 2026 gross margin expansion to 54.2% while advancing AI and retail initiatives
Rigel Pharmaceuticals press release ( RIGL ): Q1 GAAP EPS of $0.44 misses by $0.28 . Revenue of $58.8M (+10.3% Y/Y) misses by $3.6M . Cash, cash equivalents and short-term investments as of March 31, 2026 was $146.7 million, compared to $155.0 million as of December 31, 2025. 2026 OutlookRigel reaffirms its 2026 total revenues guidance of approximately $275 to $290 million, including: Net product ...
Rigel Pharmaceuticals press release ( RIGL ): Q1 GAAP EPS of $0.44 misses by $0.28 . Revenue of $58.8M (+10.3% Y/Y) misses by $3.6M . Cash, cash equivalents and short-term investments as of March 31, 2026 was $146.7 million, compared to $155.0 million as of December 31, 2025. 2026 OutlookRigel reaffirms its 2026 total revenues guidance of approximately $275 to $290 million, including: Net product sales of approximately $255 to $265 million. Contract revenues of approximately $20 to $25 million. The company also continues to anticipate it will report positive net income for the full year 2026, while funding existing and new clinical development programs. More on Rigel Pharmaceuticals Rigel Pharmaceuticals Was Easy To Dismiss - Now It's Hard To Ignore (Rating Upgrade) Rigel Pharmaceuticals: Growing Where It Matters Rigel Pharmaceuticals, Inc. (RIGL) Q4 2025 Earnings Call Transcript Rigel Pharmaceuticals Q1 2026 Earnings Preview Eli Lilly terminates license agreement with Rigel over ocadusertib
Lumen press release ( LUMN ): Q1 Non-GAAP EPS of -$0.47 misses by $0.37 . Revenue of $2.89B (-9.1% Y/Y) beats by $60M . The Company updated its full-year 2026 financial outlook, which is detailed below: Metric (1)(2)(3) Current Outlook Previous Outlook Adjusted EBITDA $3.1 to $3.3 billion $3.1 to $3.3 billion Free Cash Flow(4) $1.9 to $2.1 billion $1.2 to $1.4 billion Net Cash Interest $650 to $75...
Lumen press release ( LUMN ): Q1 Non-GAAP EPS of -$0.47 misses by $0.37 . Revenue of $2.89B (-9.1% Y/Y) beats by $60M . The Company updated its full-year 2026 financial outlook, which is detailed below: Metric (1)(2)(3) Current Outlook Previous Outlook Adjusted EBITDA $3.1 to $3.3 billion $3.1 to $3.3 billion Free Cash Flow(4) $1.9 to $2.1 billion $1.2 to $1.4 billion Net Cash Interest $650 to $750 million $650 to $750 million Capital Expenditures $3.2 to $3.4 billion $3.2 to $3.4 billion Cash Income Taxes (Refunded) Paid ($350) to ($450) million ($350) to ($450) million Click to enlarge Shares +4% . More on Lumen Lumen: Look At The Balance Sheet To Get A Feel For Future Growth Lumen Under Pressure As Turnaround Story Concludes (Rating Downgrade) Assigning The Long-Term Bull Thesis For Lumen Technologies Lumen preview: revenue pressured as growth tied to backlog remains delayed Lumen Technologies providing network connectivity to AWS
Just because a dividend stock has suffered a significant stumble doesn't mean the setback is permanent. It doesn't even mean its dividend is in jeopardy.
Just because a dividend stock has suffered a significant stumble doesn't mean the setback is permanent. It doesn't even mean its dividend is in jeopardy.
Now Shipping to Leading Hyperscalers, Scorpio Smart Fabric Switch Family Delivers Breakthrough Accelerator Utilization Through Memory-Semantic Based Open and Platform-Specific ProtocolsNews Highlights: Largest open, memory-semantic fabric switch: The Scorpio™ X-Series 320 Lane AI fabric switch, shipping today, supports increased scale-up cluster sizes with low latencyIntelligent AI fabric with In-...
Now Shipping to Leading Hyperscalers, Scorpio Smart Fabric Switch Family Delivers Breakthrough Accelerator Utilization Through Memory-Semantic Based Open and Platform-Specific ProtocolsNews Highlights: Largest open, memory-semantic fabric switch: The Scorpio™ X-Series 320 Lane AI fabric switch, shipping today, supports increased scale-up cluster sizes with low latencyIntelligent AI fabric with In-Network Compute to maximize token economics: Hardware-accelerated Hypercast™ and In-Network Compute
Record quarterly revenue of $308.4 million, up 14% QoQ and up 93% year-over-yearMarket-leading PCIe 6 AI fabric and signal conditioning portfolio delivered strong growth during Q1Now shipping newly announced Scorpio™ X-Series 320-lane AI Fabric switch and expanded Scorpio P-Series PCIe 6 switch family supporting 32 to 320 lanes SAN JOSE, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (...
Record quarterly revenue of $308.4 million, up 14% QoQ and up 93% year-over-yearMarket-leading PCIe 6 AI fabric and signal conditioning portfolio delivered strong growth during Q1Now shipping newly announced Scorpio™ X-Series 320-lane AI Fabric switch and expanded Scorpio P-Series PCIe 6 switch family supporting 32 to 320 lanes SAN JOSE, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Astera Labs, Inc. (Nasdaq: ALAB), a leader in semiconductor-based connectivity solutions for rack-scale AI infrastructu