5./15 WEST/iStock Unreleased via Getty Images Listen below or on the go via Apple Podcasts and Spotify Pinterest ( PINS ) jumps on strong results , above-expectation Q2 sales forecast. (00:14) Palantir Technologies ( PLTR ) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust investigation into meatpacking industry - reports. (02:26) This is an abridged trans...
5./15 WEST/iStock Unreleased via Getty Images Listen below or on the go via Apple Podcasts and Spotify Pinterest ( PINS ) jumps on strong results , above-expectation Q2 sales forecast. (00:14) Palantir Technologies ( PLTR ) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust investigation into meatpacking industry - reports. (02:26) This is an abridged transcript. Shares of Pinterest ( PINS ) are up over 16% premarket after the company posted first-quarter results above Wall Street estimates, coupled with an above-expectation sales forecast. The company posted revenue of $1B, a growth of 17% Y/Y, compared to consensus of $968.12M. It earned an adjusted profit of $0.27 per share, beating consensus by $0.05. Global Monthly Active Users increased 11% year over year to 631 million, representing its tenth consecutive quarter of double-digit user growth. For Q2 2026, the company expects revenue to be in the range of $1.13B to $1.15B, representing 14% - 16% growth year over year. Consensus for Q2 revenue is $1.12B. Palantir Technologies ( PLTR ) is down 3% premarket after rising more than 1% in extended trading on Monday. The technology company reported first-quarter results that topped Wall Street's estimates. For the period ending March 31, Palantir said it earned an adjusted $0.33 per share as revenue surged 85% year-over-year to come in at $1.63B. The company closed 206 deals worth at least $1M during the period, including 72 worth at least $5M and 47 worth at least $10M. Analysts had expected the company to earn an adjusted $0.28 per share on $1.54B in revenue. Looking ahead to the second-quarter of fiscal 2026, Palantir said it expects revenue to be between $1.797B and $1.801B, above the $1.68B estimate. Julian Lin , Investing Group Leader for Best Of Breed Growth Stocks, said Palantir's results, especially its revenue growth, continue to “defy gravity.” “The recent volatility has allowed the stock time to grow more into its va...
da-kuk/E+ via Getty Images Surging gas prices are adding another layer of volatility to an already challenged auto sector. Itay Michaeli, Senior Analyst for Autos and Auto Parts, TD Cowen joins MoneyTalk to discuss his outlook for the sector and how higher fuel costs could be a much-needed boost to the struggling EV sector. Transcript Greg Bonnell: US tariff refund expectations are creating a rosi...
da-kuk/E+ via Getty Images Surging gas prices are adding another layer of volatility to an already challenged auto sector. Itay Michaeli, Senior Analyst for Autos and Auto Parts, TD Cowen joins MoneyTalk to discuss his outlook for the sector and how higher fuel costs could be a much-needed boost to the struggling EV sector. Transcript Greg Bonnell: US tariff refund expectations are creating a rosier outlook for the big automakers. But with companies like Ford ( F ) warning about the potential negative impact of the Middle East conflict, should investors be buckling up for a bumpy ride ahead? Joining us now to discuss is Itay Michaeli, Senior Analyst for autos and auto parts with TD Cowen. Great to see you again, Itay. Let's talk about some of what we're getting out of the reports this week. What's the flavor? What's the big takeaway? Itay Michaeli: Sure. Well, first, thank you for having me. Yeah, it's been an interesting earnings season thus far. You're right. It's been sort of this push and pull between the benefits of IEEPA credits that the automakers have been accruing. That's been some upside to the quarter and the full-year outlook. And that's been largely offset, or at least partially offset, by higher commodity costs just tied to the situation in the Middle East. I wouldn't say the commodity costs are, of course, any surprise. I think we've all been kind of bracing for the automakers to update us on what these headwinds will be. And depending on the company, some companies have been able to sort of kind of hold the guide-- GM , for example, where they're able to maintain their full-year earnings guidance outside of the IEEPA credit. Whereas for some of the others, IEEPA has been partially offset by some of these headwinds to yield sort of an upward guidance raise, but not by the full amount of the IEEPA credit. So I would say, no major surprises. And the Q1 results were actually pretty good. So no negative surprises there, but some puts and takes, as you poi...
Eaton press release ( ETN ): Q1 Non-GAAP EPS of $2.81 beats by $0.08 . Revenue of $7.45B (+16.8% Y/Y) beats by $310M . Twelve-month rolling average order acceleration in Electrical Americas, up 42%, driven by data center momentum, and Electrical Global and Aerospace order growth, up 13%. Strong year-over-year total backlog growth of 48% in Electrical sector and 28% in Aerospace segment. First quar...
Eaton press release ( ETN ): Q1 Non-GAAP EPS of $2.81 beats by $0.08 . Revenue of $7.45B (+16.8% Y/Y) beats by $310M . Twelve-month rolling average order acceleration in Electrical Americas, up 42%, driven by data center momentum, and Electrical Global and Aerospace order growth, up 13%. Strong year-over-year total backlog growth of 48% in Electrical sector and 28% in Aerospace segment. First quarter sales were up 17% with organic sales growth of 10%, above the high end of the 5-7% guidance range. Guidance For the full year 2026, the company anticipates: Organic growth of 9-11% Segment margins of 24.1-24.5% Earnings per share between $10.88 and $11.33 Adjusted earnings per share between $13.05 and $13.50 vs. $13.30 consensus (prior $13.00 and $13.50) For the second quarter of 2026, the company anticipates: Organic growth of 9-11% Segment margins of 22.6-23.0% Earnings per share between $2.29 and $2.39 Adjusted earnings per share between $3.00 and $3.10 vs. $3.12 consensus More on Eaton Eaton: Solid Operating Results Meet Elevated Market Expectations Eaton's Electrification Surge Is Real, But The Stock May Already Be Too Hot Eaton Corporation plc (ETN) Presents at Barclays 43rd Annual Industrial Select Conference Transcript Eaton Q1 2026 Earnings Preview Earnings Scorecard: 29 of 32 industrial companies beat EPS estimates this week
Dmitry Tkachuk/iStock via Getty Images California Water Service ( CWT ) is a regulated water utility operating in California and four other states. It is growing by acquisition into surrounding states and Texas. The share price has fallen considerably since I last wrote about it. As a dividend growth stock, California Water Service is well-known as a Dividend King with a 59-year streak of annual i...
Dmitry Tkachuk/iStock via Getty Images California Water Service ( CWT ) is a regulated water utility operating in California and four other states. It is growing by acquisition into surrounding states and Texas. The share price has fallen considerably since I last wrote about it. As a dividend growth stock, California Water Service is well-known as a Dividend King with a 59-year streak of annual increases and solid safety. Beyond that, the company has many attractive characteristics, including its balance sheet, expansion into higher growth areas, and a recent favorable rate decision in California. However, earnings results have been inconsistent, and thus, despite the low valuation, I view California Water Service as a long-term ‘hold.’ Overview of California Water Service California Water Service, Inc. was founded in 1926 and is headquartered in San Jose, California. Today, it is the third-largest publicly owned water and wastewater utility in the United States. The utility operates regulated subsidiaries in five states: California Water Service, Hawaii Water Service, New Mexico Water Service, Texas Water Service, and Washington Water Service. It serves over two million people with 497,600 connections in California, 6,500 connections in Hawaii, 11,300 connections in New Mexico, 4,200 connections in Texas, and 38,000 connections in Washington. Total revenue was $1,000 million in 2025 and $1,010 million in the last twelve months (“LTM”). Latest Results California Water Service announced first quarter 2026 results on April 29 th , 2026. The firm slightly beat revenue but widely missed earnings per share (“EPS”) analyst estimates. Although revenue was greater, water production costs, maintenance, non-regulated expenses, depreciation, tax rate, and net interest expense were higher. Operating revenues increased 5.2% to $214.6 million from $204.0 million year-over-year, beating estimates by $4.3 million. On a GAAP basis, diluted EPS fell to $0.07 from $0.22, widely missi...
IDEXX Laboratories press release ( IDXX ): Q1 GAAP EPS of $3.47 beats by $0.06 . Revenue of $1.14B (+14.2% Y/Y) beats by $30M . Increases 2026 revenue guidance to $4,675 million - $4,760 million (vs. consensus of $4.68B), up $42 million or ~1% at midpoint, reflecting stronger CAG Diagnostics recurring revenue performance. Raises outlook for 2026 reported revenue growth of 8.6% - 10.6% and CAG Diag...
IDEXX Laboratories press release ( IDXX ): Q1 GAAP EPS of $3.47 beats by $0.06 . Revenue of $1.14B (+14.2% Y/Y) beats by $30M . Increases 2026 revenue guidance to $4,675 million - $4,760 million (vs. consensus of $4.68B), up $42 million or ~1% at midpoint, reflecting stronger CAG Diagnostics recurring revenue performance. Raises outlook for 2026 reported revenue growth of 8.6% - 10.6% and CAG Diagnostics recurring revenue reported growth of 9.6% - 11.6%, with projected 2026 organic revenue growth of 7.7% - 9.7% and CAG Diagnostics recurring revenue organic growth of 8.7% - 10.7%. Raises 2026 EPS outlook to $14.45 - $14.90 (vs. consensus of $14.51), reflecting an increase of $0.13 compared to prior guidance midpoint, supported by expectations for increased revenue and comparable operating margin expansion, and updated foreign exchange estimates. More on IDEXX Laboratories IDEXX Laboratories Vs. Zoetis: A Pre-Earnings Comparison IDEXX Laboratories, Inc. (IDXX) Presents at 47th Annual Raymond James Institutional Investor Conference - Slideshow IDEXX Laboratories, Inc. (IDXX) Presents at 47th Annual Raymond James Institutional Investor Conference Prepared Remarks Transcript IDEXX Laboratories Q1 2026 Earnings Preview Maine governor backs millionaire tax as Senate primary tightens
Getty Images A few weeks before Microsoft’s ( MSFT ) Q3 earnings, I upgraded the stock to a strong buy (check it here ). The title already summarizes well my sentiment at that time “the market is forcing me to buy this bargain.” Explaining quickly, I saw some risks for Microsoft, such as: dependence on OpenAI ( OPENAI ) and the “weak” part of revenue, like Xbox. And even though I did not want expo...
Getty Images A few weeks before Microsoft’s ( MSFT ) Q3 earnings, I upgraded the stock to a strong buy (check it here ). The title already summarizes well my sentiment at that time “the market is forcing me to buy this bargain.” Explaining quickly, I saw some risks for Microsoft, such as: dependence on OpenAI ( OPENAI ) and the “weak” part of revenue, like Xbox. And even though I did not want exposure to MSFT in my portfolio because I already have Alphabet ( GOOGL ) ( GOOG ) and Amazon ( AMZN ), the valuation was so attractive that I planned to buy. I still have not initiated the position, but even after gains of ~8%, I keep Microsoft on the radar to eventually initiate my personal position, because the asymmetry is very large. And I believe this was a very interesting quarter, which brought more information about Microsoft’s future, for instance, with info about the transition from the “seat” model to “consumption.” Q3 Earnings Were Good Microsoft’s Q3 earnings were positive when we look “at a glance.” $83 billion in revenue that grew 18% YoY, with a gross margin slightly declining due to infrastructure investments, but with operating margin more than compensating for this (operating income grew 20% YoY) due to well-controlled operating expenses. Non-GAAP EPS grew 21%. That is, another solid quarter. High value generation for the shareholder at a very interesting pace. A compounding of ~20% per year, with a very large backlog, with demand that the company is not able to supply, so there is a certain level of sustainability for the short term, giving even more conviction in maintaining this level of growth. But the real insights, both the positive and the negative ones, only appear when we do a certain deep dive into these numbers and into the reasons behind the results. Starting from the worst division, “More Personal Computing” delivered a 1% decline in the top line. Overall, it was indeed a weak result. The Devices part was what drove a 2% YoY decline in the “Win...
Getty Images A few weeks before Microsoft’s ( MSFT ) Q3 earnings, I upgraded the stock to a strong buy (check it here ). The title already summarizes well my sentiment at that time “the market is forcing me to buy this bargain.” Explaining quickly, I saw some risks for Microsoft, such as: dependence on OpenAI ( OPENAI ) and the “weak” part of revenue, like Xbox. And even though I did not want expo...
Getty Images A few weeks before Microsoft’s ( MSFT ) Q3 earnings, I upgraded the stock to a strong buy (check it here ). The title already summarizes well my sentiment at that time “the market is forcing me to buy this bargain.” Explaining quickly, I saw some risks for Microsoft, such as: dependence on OpenAI ( OPENAI ) and the “weak” part of revenue, like Xbox. And even though I did not want exposure to MSFT in my portfolio because I already have Alphabet ( GOOGL ) ( GOOG ) and Amazon ( AMZN ), the valuation was so attractive that I planned to buy. I still have not initiated the position, but even after gains of ~8%, I keep Microsoft on the radar to eventually initiate my personal position, because the asymmetry is very large. And I believe this was a very interesting quarter, which brought more information about Microsoft’s future, for instance, with info about the transition from the “seat” model to “consumption.” Q3 Earnings Were Good Microsoft’s Q3 earnings were positive when we look “at a glance.” $83 billion in revenue that grew 18% YoY, with a gross margin slightly declining due to infrastructure investments, but with operating margin more than compensating for this (operating income grew 20% YoY) due to well-controlled operating expenses. Non-GAAP EPS grew 21%. That is, another solid quarter. High value generation for the shareholder at a very interesting pace. A compounding of ~20% per year, with a very large backlog, with demand that the company is not able to supply, so there is a certain level of sustainability for the short term, giving even more conviction in maintaining this level of growth. But the real insights, both the positive and the negative ones, only appear when we do a certain deep dive into these numbers and into the reasons behind the results. Starting from the worst division, “More Personal Computing” delivered a 1% decline in the top line. Overall, it was indeed a weak result. The Devices part was what drove a 2% YoY decline in the “Win...
Since the start of his second term, President Donald Trump's administration has had the U.S. government take an equity stake in at least 10 companies. While the government has taken equity stakes before, it has historically been done as a last resort when a company looks like it could be going out of business and keeping it afloat is viewed to be in the national interest. Most of the government's ...
Since the start of his second term, President Donald Trump's administration has had the U.S. government take an equity stake in at least 10 companies. While the government has taken equity stakes before, it has historically been done as a last resort when a company looks like it could be going out of business and keeping it afloat is viewed to be in the national interest. Most of the government's stakes over the past year have been in companies dealing with critical natural resources that the administration sees as vital to the economy. Some of the government's positions have performed quite well since it took a stake. Did Trump just outsmart Wall Street? The government has made roughly $34 billion on a company that not long ago had been viewed as a legacy tech company left for dead. Continue reading
Zohran Mamdani’s suggestion King Charles should return diamond to India has reopened old wounds It may not be the biggest or most precious jewel ensconced in the Tower of London, but few diamonds have a legacy to rival that of the Koh-i-noor. Likely to have originated in southern India, the diamond’s history is that of a great disruptor across the subcontinent, exchanging hands over centuries thro...
Zohran Mamdani’s suggestion King Charles should return diamond to India has reopened old wounds It may not be the biggest or most precious jewel ensconced in the Tower of London, but few diamonds have a legacy to rival that of the Koh-i-noor. Likely to have originated in southern India, the diamond’s history is that of a great disruptor across the subcontinent, exchanging hands over centuries through acts of war, violence and assassination from Mughal emperors, Persian invaders, Sikh Kings and eventually snatched by the British colonial rulers of India. Continue reading...
Westlake Chemical Partners press release ( WLKP ): Q1 GAAP EPS of $0.40. Revenue of $305.68M (+28.6% Y/Y). More on Westlake Chemical Partners Westlake Chemical Partners LP Common Units (WLKP) Q4 2025 Earnings Call Transcript Westlake Chemical Partners names Jonathan Baksht CFO Top 10 material stocks with highest dividend yield amid volatile markets Seeking Alpha’s Quant Rating on Westlake Chemical...
Westlake Chemical Partners press release ( WLKP ): Q1 GAAP EPS of $0.40. Revenue of $305.68M (+28.6% Y/Y). More on Westlake Chemical Partners Westlake Chemical Partners LP Common Units (WLKP) Q4 2025 Earnings Call Transcript Westlake Chemical Partners names Jonathan Baksht CFO Top 10 material stocks with highest dividend yield amid volatile markets Seeking Alpha’s Quant Rating on Westlake Chemical Partners Historical earnings data for Westlake Chemical Partners
Omer Messinger/Getty Images News The international order will be rebuilt out of Europe and there doesn't need to be submission to a more "brutal world," Canada's Prime Minister Mark Carney said during the European Political Community Summit in Armenia. "We know nostalgia is not a strategy, but we don't think that we're destined to submit to a more transactional, insular and brutal world," he said....
Omer Messinger/Getty Images News The international order will be rebuilt out of Europe and there doesn't need to be submission to a more "brutal world," Canada's Prime Minister Mark Carney said during the European Political Community Summit in Armenia. "We know nostalgia is not a strategy, but we don't think that we're destined to submit to a more transactional, insular and brutal world," he said. "And gatherings such as these point to a better way forward." "The world is undergoing a rupture across several dimensions – integration is being used as a weapon by some and the rules are not constraining the hegemons," he added. "It is my strong personal view that the international order will be rebuilt, but it will be rebuilt out of Europe." Carney's statements come at a time when U.S.-Europe ties have been strained by tariffs, disagreements over defense spending and the region's unwillingness to get behind the Iran war. On Friday, Trump ordered the withdrawal of 5,000 troops from Germany after its chancellor Friedrich Merz criticized U.S. strategy in its war on Iran. Trump also announced 25% tariffs on cars and trucks from the European Union. More on Europe Potential Iran De-Escalation Offers Upside For European Equities Diplomacy Is Over: Assessing Severe Market Risks Of A Protracted Iran War Dumbest Tax: Why Europe's War On Unrealized Gains Is An Economic Disaster Germany warns of defense gap as U.S. signals possible missile pullback
Amazon. com Inc. (NASDAQ:AMZN) has rolled out its Amazon Supply Chain Services platform, opening up its logistics infrastructure to third-party shippers beyond its traditional marketplace sellers.
Amazon. com Inc. (NASDAQ:AMZN) has rolled out its Amazon Supply Chain Services platform, opening up its logistics infrastructure to third-party shippers beyond its traditional marketplace sellers.