First it was FAANG, and then it was the Magnificent Seven. Are investors ready for the AIR 7 grouping of tech stocks? Hennion & Walsh CIO Kevin Mahn joins Market Domination Host Josh Lipton and Yahoo Finance Markets and Data Editor Jared Blikre to discuss why investors should be considering these seven tech stocks — Micron Technology (MU), Taiwan Semiconductor Manufacturing Co. (TSM), Vertiv (VRT)...
First it was FAANG, and then it was the Magnificent Seven. Are investors ready for the AIR 7 grouping of tech stocks? Hennion & Walsh CIO Kevin Mahn joins Market Domination Host Josh Lipton and Yahoo Finance Markets and Data Editor Jared Blikre to discuss why investors should be considering these seven tech stocks — Micron Technology (MU), Taiwan Semiconductor Manufacturing Co. (TSM), Vertiv (VRT), American Electric Power (AEP), Nvidia (NVDA), Alphabet (GOOG, GOOGL), and Digital Realty Trust (DLR).
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Coca-Cola Consolidated Inc (Symbol: COKE), where a total of 5,105 contracts have traded so far, representing approximately 510,500 underlying shares. That amounts to abo
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Coca-Cola Consolidated Inc (Symbol: COKE), where a total of 5,105 contracts have traded so far, representing approximately 510,500 underlying shares. That amounts to abo
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in GeneDx Holdings Corp (Symbol: WGS), where a total volume of 10,845 contracts has been traded thus far today, a contract volume which is representative of approxi
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in GeneDx Holdings Corp (Symbol: WGS), where a total volume of 10,845 contracts has been traded thus far today, a contract volume which is representative of approxi
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Cipher Digital Inc (Symbol: CIFR), where a total volume of 281,486 contracts has been traded thus far today, a contract volume which is representative of approxi
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Cipher Digital Inc (Symbol: CIFR), where a total volume of 281,486 contracts has been traded thus far today, a contract volume which is representative of approxi
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Douglas Dynamics, Inc. (Symbol: PLOW), where a total of 5,235 contracts have traded so far, representing approximately 523,500 underlying shares. That amounts to about 2
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Douglas Dynamics, Inc. (Symbol: PLOW), where a total of 5,235 contracts have traded so far, representing approximately 523,500 underlying shares. That amounts to about 2
photo_Pawel/iStock Editorial via Getty Images In my first two articles on Duolingo, Inc. ( DUOL ), I assigned a Hold rating. I mentioned, for instance, that I was bullish on the business but not on the stock. But at the end of last year I changed to a Buy rating after finally seeing a margin of safety large enough. Well, it was a very unfortunate time to give this upgrade; since then, the DUOL sto...
photo_Pawel/iStock Editorial via Getty Images In my first two articles on Duolingo, Inc. ( DUOL ), I assigned a Hold rating. I mentioned, for instance, that I was bullish on the business but not on the stock. But at the end of last year I changed to a Buy rating after finally seeing a margin of safety large enough. Well, it was a very unfortunate time to give this upgrade; since then, the DUOL stock is down more than 40%, excluding the 13% drop in the after-hours. I understand that concerns about Duolingo’s future have increased, but even so, the fundamentals are good (as shown in Q1 ), and the valuation is even better. Therefore, I maintain a Buy rating for the DUOL stock. Q1 Earnings: A Reasonable Quarter At a glance, there is nothing wrong with Duolingo’s result. It was a double beat , a revenue beat by $3.4 million and an EPS beat by $0.14. And the rest of the metrics were also strong. Daily Active Users (DAUs) grew 21%, as did paid subscribers, which grew at the same pace and reached 12.5 million. Revenue grew a bit more than that, 27% YoY, which is a very interesting pace. Meanwhile, adj. EBITDA margin grew a little more than 1 percentage point. In other words, everything a Duolingo shareholder would like to see, Duolingo is delivering: more users, more revenue per user, and more efficiency. Duolingo Letter And throughout the letter , it was also possible to gather other important insights. For instance, AI is often treated as something negative in this case, but there is also the positive side. There was a massive production of content expansion in Q1, enabled by automation and AI. Video Call continues improving and is also being expanded to "Super" subscribers, in addition to both paid and free features such as speaking adventures. All these features are designed to improve the app and end up being a differentiator compared to a generic AI. Think that when a student makes a mistake, Duolingo can already better identify the reason for that mistake to fix it l...
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Bullish Ordinary Shares (Symbol: BLSH), where a total of 10,538 contracts have traded so far, representing approximately 1.1 million underlying shares. That amounts to a
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Bullish Ordinary Shares (Symbol: BLSH), where a total of 10,538 contracts have traded so far, representing approximately 1.1 million underlying shares. That amounts to a
Earnings Call Insights: BioNTech (BNTX) Q1 2026 Management view CEO Ugur Sahin said BioNTech’s 2026 priorities are to “accelerate the late-stage development of our oncology assets,” build “momentum in combination therapy” around “Pumitamig as potential next-generation IO backbone,” and “shift from a platform-centric to tumor center clinical development approach around high incident cancers such as...
Earnings Call Insights: BioNTech (BNTX) Q1 2026 Management view CEO Ugur Sahin said BioNTech’s 2026 priorities are to “accelerate the late-stage development of our oncology assets,” build “momentum in combination therapy” around “Pumitamig as potential next-generation IO backbone,” and “shift from a platform-centric to tumor center clinical development approach around high incident cancers such as lung cancer [and] breast cancer.” (Co-Founder, CEO & Chair of the Management Board Ugur Sahin) Sahin said that, following March’s announcement on a planned new company for next-generation mRNA innovation, “planning at arm's length is ongoing, and we expect to share details of an agreement later this year.” (CEO Sahin) CFO Ramón Zapata-Gomez stated, “We are reaffirming our previously disclosed full year 2026 financial guidance,” and framed capital allocation around pipeline investment, a planned buyback, and manufacturing consolidation. (CFO Ramón Zapata-Gomez) Zapata-Gomez announced, “We plan to initiate a share repurchase program of American depositary shares of up to USD 1 billion over the coming 12 months.” (CFO Zapata-Gomez) Zapata-Gomez said BioNTech plans to “exit operations” at multiple manufacturing sites, which “will affect just over 1,800 positions,” and that “once the measures are fully implemented, we expect approximately EUR 500 million in recurring annual savings.” (CFO Zapata-Gomez) Outlook Management reaffirmed 2026 adjusted guidance of total revenues of EUR 2 billion to EUR 2.3 billion, adjusted R&D expenses of EUR 2.2 billion to EUR 2.5 billion, and adjusted SG&A expenses of EUR 700 million to EUR 800 million. (CFO Zapata-Gomez) Zapata-Gomez reiterated COVID-19 vaccine seasonality and said the company expects “the last 4 months of the year” to drive the “majority of the full year revenue figure,” while also stating, “The BMS collaboration payment of EUR 613 million is expected to be recognized in the third quarter of 2026.” (CFO Zapata-Gomez) Compared wit...
Earnings Call Insights: Public Service Enterprise Group (PEG) Q1 2026 Management view “PSEG reported net income of $1.48 per share and non-GAAP operating earnings of $1.55 per share,” and “we are maintaining our full year non-GAAP operating earnings guidance in the range of $4.28 to $4.40 per share.” (Chair, President & CEO Ralph LaRossa) Management emphasized utility execution and customer afford...
Earnings Call Insights: Public Service Enterprise Group (PEG) Q1 2026 Management view “PSEG reported net income of $1.48 per share and non-GAAP operating earnings of $1.55 per share,” and “we are maintaining our full year non-GAAP operating earnings guidance in the range of $4.28 to $4.40 per share.” (Chair, President & CEO Ralph LaRossa) Management emphasized utility execution and customer affordability actions alongside capital deployment: “PSE&G is on track with its 2026 capital spending plan of approximately $4.2 billion,” and “we have worked with the Governor's office and the New Jersey Board of Public Utilities to keep electric rates flat in 2026.” (Chair, President & CEO LaRossa) LaRossa highlighted regulatory items tied to customer bills, including PJM transmission cost allocation: “FERC's ruling... is expected to result in significant refunds of over $100 million based on our estimates to PSE&G customers after PJM's implementation.” (Chair, President & CEO LaRossa) On demand-side programs, LaRossa said, “our demand response program with over 32,000 residential and small business customers already enrolled,” and described “our virtual power plant pilot.” (Chair, President & CEO LaRossa) Nuclear operations and New Jersey policy were positioned as longer-term supply levers: “a 95.5% capacity factor and supplied 8 terawatt hours,” and “Governor Sherrill recently signed legislation lifting a decades-long moratorium on new nuclear construction.” (Chair, President & CEO LaRossa) CFO framed segment earnings drivers and reiterated guidance: “PSEG reported net income of $1.48 per share for the first quarter of 2026,” “non-GAAP operating earnings were $1.55 per share,” and “we are maintaining PSEG's full year 2026 non-GAAP operating earnings guidance of $4.28 to $4.40 per share.” (Executive VP & CFO Daniel Cregg) Outlook “With this solid start to 2026, we are maintaining our full year non-GAAP operating earnings guidance in the range of $4.28 to $4.40 per share.” (Cha...
Earnings Call Insights: Cummins (CMI) Q1 2026 Management View “Sales for the first quarter were $8.4 billion, an increase of 3% compared to the first quarter of 2025.” (CEO & Chairman of the Board Jennifer Rumsey) “Growth was driven primarily by higher demand in power generation markets, particularly from data centers.” “In Power Systems, we delivered record EBITDA dollars, reflecting continued op...
Earnings Call Insights: Cummins (CMI) Q1 2026 Management View “Sales for the first quarter were $8.4 billion, an increase of 3% compared to the first quarter of 2025.” (CEO & Chairman of the Board Jennifer Rumsey) “Growth was driven primarily by higher demand in power generation markets, particularly from data centers.” “In Power Systems, we delivered record EBITDA dollars, reflecting continued operational improvements and strong end market demand.” (CEO & Chairman of the Board Rumsey) “Revenues for North America power generation increased by 23%, driven primarily by continued strong data center demand.” “During the quarter, we took targeted actions in our Accelera segment by completing the sale of our low-pressure fuel cell business and related customer commitments for this business.” (CEO & Chairman of the Board Rumsey) “This sale will enable continued improvement in our trajectory of our financial results in the Accelera segment.” “We delivered strong revenue and profitability in the first quarter.” (CFO & VP Mark Smith) “We completed the sale of the low-pressure fuel cell business to Alstom, representing another step in reducing operating losses in Accelera, and we raised -- or we improved our 2026 forecast in that segment for EBITDA losses.” Outlook “We are raising our forecast for total company revenues in 2026 to a range of up 8% to 11% compared to our prior guidance of up 3% to 8%.” (CEO & Chairman of the Board Rumsey) “We are raising our 2026 North America heavy-duty truck forecast to a range of 230,000 to 250,000 units, up from our prior guidance of 220,000 to 240,000 units.” “In the North America medium-duty truck market, we are increasing our forecast to 125,000 to 135,000 units in 2026 compared to our prior guide of 110,000 to 120,000 units.” (CEO & Chairman of the Board Rumsey) “In China, we now expect total revenue, including joint ventures, to increase 10% in 2026, an improvement from prior outlook of down 1%, driven by stronger data center demand.” ...
Hi, it’s Michelle F. Davis in Beverly Hills and Matt Monks in New York, recapping the dealmaking scene from our reporters at the Milken conference. Elsewhere, Bullish buys a traditional finance business while EQT raises its bid for a UK testing firm. Today’s top stories UniCredit opens €35 billion Commerzbank bid to investors. Vodafone to buy out UK’s biggest mobile firm for $5.8 billion. EQT rais...
Hi, it’s Michelle F. Davis in Beverly Hills and Matt Monks in New York, recapping the dealmaking scene from our reporters at the Milken conference. Elsewhere, Bullish buys a traditional finance business while EQT raises its bid for a UK testing firm. Today’s top stories UniCredit opens €35 billion Commerzbank bid to investors. Vodafone to buy out UK’s biggest mobile firm for $5.8 billion. EQT raises bid for UK testing firm Intertek to £8.9 billion. Crypto exchange Bullish to buy Equiniti in $4.2 billion deal. Abu Dhabi weighs setting up new entity for defense deals. Beverly Hills bullish The conventional wisdom in M&A has long been that volatility is bad for dealmaking. When the VIX goes up, M&A goes down. That’s been turned on its head lately, as laundry lists of disruptions –including AI, trade wars, actual wars, private credit woes and more–are actually spurring one of the frothiest M&A waves on record. That’s the takeaway from a panel of dealmakers at the Milken Institute Global Conference in Beverly Hills, California, on Tuesday. “Earlier, you would think about doing an M&A deal as adding to risk,” said Anu Aiyengar, global head of M&A at JPMorgan Chase. “And now you think about doing M&A to mitigate the risk that is facing your business. Geopolitical risk. AI risk. Tech-enablement risk. Supply chain risk. Demographic risk.” That’s all reframing how M&A is used as a tool, she said. The annual event is one of the most influential gatherings in global finance and policy, drawing a who’s who of CEOs, founders, financiers, politicians and celebrities. While TED-style panels dominate the main stage, the real action happens in closed-door meetings in suites and side rooms at the Beverly Hilton, where fundraising talks and M&A discussions often turn into deals months later. The backdrop of this year’s conference: An M&A market defined by ambitious megadeals that shows no signs of stopping, despite rising consumer prices, wars in the Middle East and Europe and deep pol...
NVIDIA (NasdaqGS:NVDA) and ServiceNow have expanded their partnership to deliver secure, autonomous enterprise AI agents. The companies launched Project Arc, a desktop agent platform governed by policy-driven guardrails, along with the OpenShell secure runtime. The new tools are designed to support long-running, context-aware AI agents for real-world business workflows and employee desktops. NVIDI...
NVIDIA (NasdaqGS:NVDA) and ServiceNow have expanded their partnership to deliver secure, autonomous enterprise AI agents. The companies launched Project Arc, a desktop agent platform governed by policy-driven guardrails, along with the OpenShell secure runtime. The new tools are designed to support long-running, context-aware AI agents for real-world business workflows and employee desktops. NVIDIA, trading at $198.48, is extending its reach beyond GPUs into how AI is actually used inside...