HIVE Weaponizes Power for an AI Pivot HIVE Digital Technologies is leveraging its significant power infrastructure to pivot from crypto mining into a high-margin sovereign AI data center provider. MarketBeat · May 19
A Deep Dive Into NVIDIA’s Latest Portfolio Moves NVIDIA's latest 13F filing does not tell the story it seems to at first glance. The apparent divergence in its CoreWeave and Nebius holdings is a prime example. MarketBeat · May 19
Brady Corp Wires Up a Massive AI-Powered Breakout Brady Corporation is rapidly expanding its enterprise automation footprint as artificial intelligence data center construction fuels massive organic demand. MarketBeat · May 19
Agios Pharmaceuticals Touts Strong AQVESME Launch as Sickle Cell Filing Advances Agios Pharmaceuticals (NASDAQ:AGIO) executives said the company is focused on advancing mitapivat across rare hematologic diseases, highlighting early launch traction in thalassemia and a recently submitted supplemental new drug application for sickle cell disease during a presentation at the 2026 R MarketBeat · May 19
Why Home Depot’s Sell-Off Could Become a Huge Opportunity Home Depot has some near-term pain to endure but is set up for an accelerated rebound and recovery, provided housing markets thaw. MarketBeat · May 19
The Pentagon's AI Pivot Supercharges Defense Stocks Northrop Grumman leads the military modernization supercycle by developing advanced uncrewed payload architectures and autonomous combat platforms. MarketBeat · May 19
ATRenew Q1 Earnings Call Highlights ATRenew (NYSE:RERE) reported first-quarter 2026 revenue and non-GAAP operating income growth that management said reflected continued expansion of its recycling and resale model, stronger direct-to-consumer sales and growth in its marketplace and multi-category recycling businesses. On the company’ MarketBeat · May 19
Automatic Data Processing CEO Says AI Marks ‘Defining Moment’ as Labor Market Stays Muted Automatic Data Processing (NASDAQ:ADP) President and CEO Maria Black said the human capital management provider is seeing a “generally stable” but still muted labor environment, while positioning the company for what she described as a “defining moment” for the HCM industry. Speaking with Tien-Tsin MarketBeat · May 19
Pearl Diver Credit Q1 Earnings Call Highlights Pearl Diver Credit (NYSE:PDCC) reported a first-quarter net loss as market-driven unrealized losses weighed on results, while management said recurring cash flows from its CLO portfolio remained strong enough to exceed distributions and expenses. Chief Executive Officer Indranil Basu said the broad MarketBeat · May 19
MYT Netherlands Parent B.V. Q3 Earnings Call Highlights MYT Netherlands Parent B.V. (NYSE:MYTE) executives said the company, referred to on the call as LuxExperience B.V., posted a second consecutive profitable quarter on an adjusted EBITDA basis as its Mytheresa business continued to grow and turnaround efforts advanced at NET-A-PORTER, MR PORTER and YO MarketBeat · May 19
Ackman and Berkshire Are Betting Against Each Other on AI Bill Ackman's Pershing Square made big moves in top AI hyperscaler stocks in Q1, with several standing in clear contrast to Berkshire Hathaway's changes. MarketBeat · May 19
AAPL: Forget the iPhone—Services Will Drive the Next Phase of Growth Apple's Services engine is starting to fire on all cylinders, but Wall Street is only just starting to wake up to its true value-adding potential. MarketBeat · May 19
The $132 Billion Infrastructure Pivot You Might Have Missed Advanced Micro Devices and Intel Corporation are positioned to capitalize on the massive expansion of legacy server compute infrastructure. MarketBeat · May 19
Astera Labs Touts AI Connectivity Boom as Scorpio, Optics Fuel Growth Outlook Astera Labs (NASDAQ:ALAB) executives said the company expects continued broad-based growth across its connectivity product portfolio, driven by rising demand for AI infrastructure, custom silicon deployments and emerging optical interconnect opportunities. Speaking at J.P. Morgan’s 54th annual Tech MarketBeat · May 19
MarketBeat · May 19 Home Depot Q1 Earnings Call Highlights Home Depot (NYSE:HD) reported first-quarter fiscal 2026 results that were in line with management’s expectations, with modest comparable-sales growth despite continued pressure from housing affordability, higher interest rates and cautious consumer behavior around large projects. The home improveme
MarketBeat · May 19 Eagle Materials Q4 Earnings Call Highlights Eagle Materials (NYSE:EXP) reported record revenue for fiscal 2026 as strength in cement and aggregates offset continued softness in wallboard tied to residential construction headwinds. President and Chief Executive Officer Michael Haack told investors that the company delivered “another year of s
MarketBeat · May 19 Eagle Point Credit Q1 Earnings Call Highlights Eagle Point Credit (NYSE:ECC) reported a sharp first-quarter decline in net asset value as pressure in the leveraged loan and CLO equity markets weighed on valuations, though management said portfolio fundamentals remained relatively stable and pointed to a rebound in April. On the company’s first-
MarketBeat · May 19 Amer Sports Q1 Earnings Call Highlights Amer Sports (NYSE:AS) reported broad-based first-quarter growth and raised its 2026 outlook, citing continued momentum at Arc'teryx, accelerating demand for Salomon softgoods and ongoing strength in Wilson Tennis 360. CEO James Zheng said the company’s “excellent momentum continued in Q1” as its po
MarketBeat · May 19 KE Q1 Earnings Call Highlights KE (NYSE:BEKE) reported a sharp improvement in first-quarter profitability despite lower transaction volume and revenue, as management said cost controls, operating efficiency gains and higher contribution margins across core businesses helped offset a softer year-over-year property market compariso
MarketBeat · May 19 CMB.TECH Q1 Earnings Call Highlights CMB.TECH (NYSE:CMBT) reported a strong first quarter of 2026, with management highlighting higher revenue, reduced leverage, lower financing costs and substantial gains from vessel sales during an earnings call titled “Firing on All Cylinders.” Chief Financial Officer Ludovic Saverys said the compa
MarketBeat · May 19 Cranswick H2 Earnings Call Highlights Cranswick (LON:CWK) reported what management described as a strong year of strategic and financial progress for fiscal 2026, with volume-led revenue growth, higher margins and another increase in its dividend. The U.K. food producer said revenue rose 9.5% to £2.98 billion, supported by 8.3% growth
MarketBeat · May 19 Nebius Group Pulls Back 9% After a Downgrade Despite Strong Earnings Nebius Group fell nearly 9% after a DA Davidson downgrade, despite reporting 684% revenue growth and reiterating its 2026 guidance of $3B to $3.4B.
MarketBeat · May 19 Oxford Lane Capital Q4 Earnings Call Highlights Oxford Lane Capital (NASDAQ:OXLC) reported a sharp decline in net asset value for its fourth fiscal quarter of 2026, as weaker loan market pricing, wider bid-ask spreads and reduced demand for CLO equity weighed on portfolio marks. Chief Executive Officer Jonathan Cohen said the company’s net asset
MarketBeat · May 19 ACADIA Pharmaceuticals Spotlights Alzheimer’s Psychosis Pipeline, NUPLAZID and DAYBUE Growth ACADIA Pharmaceuticals (NASDAQ:ACAD) executives used an RBC Capital Markets investor session to outline the company’s clinical rationale for remlifanserin in Alzheimer’s disease psychosis, provide updates on commercial trends for NUPLAZID and DAYBUE, and discuss selected pipeline and business develo
MarketBeat · May 19 Hesai Group Q1 Earnings Call Highlights Hesai Group (NASDAQ:HSAI) reported first-quarter 2026 revenue growth and continued profitability while outlining a broader strategic shift beyond lidar into what management called “spatial intelligence” and physical AI. On the earnings call, CEO David Li said the company has entered a “new era of g