Kura Sushi USA Inc (KRUS) Q2 2026 Earnings Call Transcript
Kura Sushi USA reported Q1 2026 total sales of $73.5 million, a 13% year‑over‑year increase, while comparable restaurant sales slipped 2.5%. A 3.5% menu price hike took effect in November, but tariff‑driven food and beverage costs rose to 29.9% of sales, widening the operating loss to $3.7 million and net loss to $3.1 million. The chain opened four new locations, has ten more under construction and reaffirmed its FY target of 16 new units. Management highlighted a decoupled reservation system, robotic dishwasher rollout, and a cash‑rich, debt‑free balance sheet.
Aehr Test Systems (AEHR) Q3 2026 Earnings Call Transcript
Aehr Test Systems reported Q3 fiscal 2026 revenue of $9.9 million, a 27% YoY decline, as WaferPak shipments fell and the product mix shifted away from higher‑margin items. Bookings slipped to $6.2 million, but post‑quarter orders lifted the effective backlog to $18.3 million,...
Levi Strauss & Co (LEVI) Q1 2026 Earnings Call Transcript
Levi Strauss reported 7% organic net revenue growth for fiscal 2025, driven by strong direct‑to‑consumer (DTC) expansion and diversification beyond denim. DTC now accounts for roughly half of sales, growing 11% year‑over‑year and delivering notable margin improvement. Non‑denim categories, especially...
Phoenix Education Partners Inc (PXED) Q2 2026 Earnings Call Transcript
Phoenix Education Partners reported Q1 2026 results with revenue of $262 million, up 2.9% year‑over‑year, driven by a 4.1% rise in total degree enrollment to 85,600 students. Employer‑affiliated (B2B) enrollment grew to roughly 34% of the student base, lifting adjusted EBITDA...
When Will Anthropic Surpass NVIDIA?
Anthropic reported an additional $10 billion in revenue last month, putting its annual run rate at roughly $10 billion—achieved in under four years, far faster than traditional SaaS firms. By contrast, NVIDIA generates $215 billion in annual revenue and trades at a 22‑times...
Major Housebuilder Halts Land Purchases Amid Slowdown in Buyer Demand
Berkeley Group announced it will pause all new land acquisitions as rising construction costs, tighter regulation and weakening buyer demand make new purchases uneconomic. The London‑focused developer kept its pre‑tax profit guidance at £450 million (about $576 million) for the year to...
Trump's Deadline Looms but Asian Nations Already Have Deals with Iran
President Trump warned Iran of a "one‑night" strike unless the Strait of Hormuz was reopened by Tuesday night. While the deadline loomed, several Asian nations – including the Philippines, India, Pakistan and China – secured bilateral agreements with Tehran for...
Sunway's RM11B IJM Bid Masks High‑P/E Time Bomb
Everyone thinks Sunway's RM11 billion bid for IJM is just about building a "NATIONAL CHAMPION," but the underlying math reveals a brilliant trap. At an implied 46.6x P/E, this isn't a generous premium buyout—there is a ticking time bomb most investors...
Ninety One Eyes Launch of Global EM Infrastructure Debt Strategy Targeting up to $1bn
Ninety One, the manager behind PIDG’s Emerging Africa and Asia Infrastructure Fund, plans to launch a global emerging‑markets infrastructure debt strategy targeting up to $1 billion. The fund will focus on senior secured loans for power, transport and social‑sector projects across...
Set Rules, Stop Reactive Trading for Real Gains
Being active with your investing strategy isn’t the same as being effective. It can be similar to rush hour traffic, as you switch lanes, the one you move from starts moving faster, and you don’t actually get to your destination...
EU Tried Pricing Iraqi Oil in Euros, US Halted Independence
Many on X seem to forget that Europe tried to separate from the US 26 years ago, when the EU arranged for Iraq to sell oil in EUR instead of USD (Source: CNN Int’l👇) The EU would have been independent of...
2026 Oil Forecast Update - April 6, 2026
The firm warned early that U.S.-Iran tensions were rising and issued an oil forecast before most market participants took notice. Initial panic predicted an abrupt supply collapse, but the anticipated crash never materialized. The conflict has now entered a new...
Tuesday's Big Stock Stories: What’s Likely to Move the Market in the Next Trading Session
CNBC’s pre‑market briefing flags the February durable‑goods report, expected to shave about 1.1% off the Dow, as a key macro catalyst for the next session. Levi Strauss will report after the bell, having shed 8.7% over three months and sitting...
Weigh Mortgage Payoff vs Investing for High‑income Doctor
You’re 47, Physician, Dallas. $700k income. Married, 3 kids. $2.5M retirement, $300k brokerage, $100k cash. $1.1M mortgage. $800k equity. Do you Aggressively pay down your mortgage OR Keep investing everything
Corporations Must Re-Learn How to Be Geopolitical Actors
Executives who rose after the Cold War now confront a world where geopolitical instability dominates corporate risk assessments. A McKinsey survey shows 59% of CEOs rank geopolitics as the top threat to growth, eclipsing trade policy, inflation and domestic politics....
SPY Hits Lowest Volume Since Feb, Down 60%
SPY closed with just ~36M shares traded, about 60% below average and the lowest volume since February of last year.
VIX Backwardation Signals Lower Trend, Watch -1.44 Break
April-May $VIX calendar spread closed at -0.49. Still in backwardation. Primary trend remains lower. -$1.44 is the key level to watch. Break below it, and another short-vol squeeze is in play, which means more pressure on stocks. Backwardation doesn't lie. Near-term fear...
QI Equity Gain Erase Muffles Mojo
Emerging‑market MSCI core and frontier indices rebounded from a two‑month, 15% sell‑off but closed the first quarter slightly negative, down 0.5% and 1.5% respectively. Despite the modest declines, both benchmarks outperformed the global market, which fell about 3% over the...
ETF Launch Shifts Trading From Exchange to OTC, Preserving Stability
ETF pre-launch accumulation drove exchange volume creating all-time high approach. Post-launch shifted to OTC desks, dark pools. TWAP/VWAP strategies spread institutional buying maintaining stability. Fiduciary duty demands best execution pricing.
Brent Holds Steady as Ceasefire Deal Fizzles
Benchmark Brent crude held steady on Monday as traders weighed the prospect of a cease‑fire in the five‑week‑old Middle East conflict. The market’s cautious optimism was tempered by the collapse of the cease‑fire negotiations, keeping risk premiums elevated. Prices edged...
ISM Services Data Reveals Hidden Stagflation Amid Rally
The S&P 500 rose for a fourth straight day. Markets rallied on ceasefire hope. But the ISM Services report just delivered the clearest stagflation signal since 2022 and nobody noticed. Prices Paid surged to 70.7%. Employment contracted to 45.2%. Service...
VIX Warns: Uptrend May Flip, Watch Closely
The $VIX is a "watch carefully, don't dismiss" indicator right now. The uptrend is intact until it isn't.
JD Vance on Standby in US-Iran Talks
Vice President JD Vance is on standby to enter direct talks with Iran if the backchannel negotiations led by Special Envoy Steve Witkoff and Jared Kushner make sufficient progress. President Donald Trump has set a hard deadline for Tehran, threatening...
CONFIDENCE IN THE EUROPEAN HOTEL MARKET REMAINS HIGH
Investor confidence in Europe’s hotel sector remains robust as 86% of large‑scale backers plan to maintain or increase spending heading into 2026. Over the 2020‑2025 period, investors poured roughly €18 bn (about $19.5 bn) into lodging assets across the continent. Return expectations...
Markets Close Slightly up as Trump Ties Hormuz Reopening to Iran Ceasefire, Tehran Rejects Proposal
President Trump has made reopening the Strait of Hormuz a non‑negotiable condition for any cease‑fire with Iran, setting a Tuesday evening deadline. Tehran rejected the Pakistan‑brokered proposal, insisting on a broader, permanent peace that includes sanctions relief and reconstruction support....
UnitedHealth, Humana, Health Insurers Jump On Higher Medicare Advantage Payments
The Trump administration announced a 2.48% increase in Medicare Advantage payments for 2027, adding roughly $13 billion to the CMS budget—far above the 0.09% proposal and the market’s 1% expectation. The surprise boost sent UnitedHealth Group up 7.7%, Humana up 11.1%,...
Morgan Stanley Plans Private Credit Fund Even as Investors Flee
Morgan Stanley announced the North Haven Strategic Credit Fund, an interval fund that will invest across a broad spectrum of private credit assets and permit quarterly redemptions of up to 5% of outstanding shares. The launch comes as the $1.8 trillion...
Video: Shortage Is Driving Impending Price Surge Of Oil, LNG, Fertilizer, Food, & Interest Rates
A recent video discussion with Kasper of USELINK Technical Analysis warns that tightening supplies of oil and liquefied natural gas are set to trigger a cascade of price increases across fertilizers, food commodities, and even interest rates. The analysis links...
Apple (AAPL) Exceeds Market Returns: Some Facts to Consider
Apple’s stock rose 1.15% to $258.86, beating the S&P 500’s 0.44% gain. Over the past month the shares slipped only 0.6%, outperforming a 2.47% sector decline and a 3.31% drop in the broader index. Zacks analysts project Q4 earnings of $1.89...
New Jersey Has No Right to Ban Kalshi's Prediction Market, US Appeals Court Rules
A 3rd U.S. Circuit Court of Appeals panel ruled 2-1 that New Jersey lacks authority to regulate Kalshi’s prediction market, placing jurisdiction with the Commodity Futures Trading Commission. Kalshi argued its sports‑event contracts are swaps, not gambling, and the court...
Florida Falls, Alabama Rises as Migration Slows Nationwide
States with the highest inbound migration in 2025. Note how Florida has fallen to the 8th on the list nominally, and only 22nd in % terms. Alabama is now higher. Even the states at the top (Texas, North Carolina) are seeing heavily...
The Closer – Cyclicals Technically Better, Backwardation – 4/6/26
Cyclical segments of the equity market have posted stronger technical patterns after a brief rally, suggesting renewed momentum. Meanwhile, front‑month West Texas Intermediate (WTI) crude oil reached a new cycle high, creating a record spread versus the second‑month contract and...
Start Valuation with Balance Sheet, Not Earnings
"Graham valuation starts with balance sheet reality, then adjusts for earning power." Most investors focus on earnings, but overlook what’s actually real.
Here’s Why Warren Buffett and Ken Griffin Love Apple (AAPL)
Apple (AAPL) has attracted renewed bullish attention from heavyweight investors, with Warren Buffett admitting he sold the stock too early and Ken Griffin listing it as his fifth‑most‑favored pick, valued at roughly $1.5 billion. The market’s earlier doubts over Apple’s AI...
Larry McMillan Stock Market Update Video 4/6/2026
On April 6, 2026, veteran options strategist Larry McMillan posted a new Stock Market Update video. In the briefing, he reviewed the current equity market, noting persistent volatility and shifting monetary policy. McMillan offered actionable options‑based recommendations and reiterated the importance...
Last‑Minute Tax Savings: Contribute IRA, HSA, Solo 401k
3 things you can *still* do to save money on your 2025 taxes if you haven’t filed yet: - Contribute to an IRA for 2025 - Contribute to an HSA for 2025 - Set up and make your 2025 Solo 401k contributions if...
Does QSBS Avoid Washington’s New 9.9% Income Tax? (Yes — For Now)
Washington’s ESSB 6346, effective 2028, imposes a 9.9% income tax on household AGI above $1 million. Because Section 1202 excludes qualifying small‑business stock gains from federal gross income, those gains never enter AGI and thus escape the state tax. The article illustrates...
Morningstar DBRS Assigns a Final Credit Rating of BBB, Stable Trend on Bell Canada's Senior Unsecured Debt Issuance
Morningstar DBRS assigned a final BBB rating with a Stable trend to Bell Canada’s C$750 million (≈US$555 million) senior unsecured MTN debentures, 4.40% due 2033. The notes are fully guaranteed by BCE Inc., which also carries a BBB‑low rating. Proceeds will be used...
GSEs Ease Prefunding Rules, Extend Manufactured Housing Terms
Fannie Mae eliminated the mandatory 10% minimum sampling rule for prefunding checks and now permits lenders to craft their own risk‑based sampling methods, with oversight to ensure adequacy. Freddie Mac extended the maximum term for cash‑out refinances on manufactured‑housing loans...
Gift Business Shares to Cut Estate Tax Liability
Entrepreneurs whose businesses grow substantially over time can end up with an asset worth many millions of dollars, creating a potential 'problem' of exceeding the estate tax exemption amount. https://t.co/15oEYyCXLW In this guest post, Anna Pfaehler, CFP, AEP, a Partner and Wealth...
Putin’s Eurozone Bid Once Threatened US‑Europe Ties
Here’s another one: Many on X seem to forget that Europe also tried to separate from the US 16 years ago, when Putin said Russia would join the Eurozone, which would have married Russian energy with German engineering, a combo...
Southeast Asia Oil Crisis Puts Sovereign Ratings at Risk
Southeast Asian governments are scrambling to subsidize soaring fuel prices after Brent crude topped $90 a barrel, adding a heavy fiscal burden to Indonesia, the Philippines, Thailand and Malaysia. The subsidies, intended to quell public unrest, are swelling budget deficits...
Innovation Requires Production: Rethink USD Reserve for Reindustrialization
“To innovate, you must make.” -INTC CEO Andy Grove, 2011 The reality is we cannot and will not reindustrialize unless we change USD reserve status structure to a system with a neutral reserve asset instead of USTs; it’s a fundamental double-entry...
US Stock Trading Slows; Oil Prices Surge to New Highs
Slowest full-day volume (for US Stocks) of the year while Oil is ripping a new one to new highs again tonight - no worries
TSLA's Bag7 Day: Core MOAB Component Plummets Over 50%
Another #Bag7 Day for $TSLA The TWO TIMES $TSLL Bull was down another -5.5% on over 127 MILLION shares This core component of #MOAB has crashed > 50% since DEC https://t.co/LZQNougUuF
Casey’s General Stores Replaces Hologic in S&P 500 Lineup
Biolsi @Hedgeye_Staples has Hedgeye Nation Long $CASY $CASY Casey's General Stores $756.05, +8.28) -- to replace Hologic Inc in the S&P 500 following the acquisition of HOLX by Blackstone and TPG Global https://t.co/3sxRpNo2yY
Gas Prices Hit Record High Since 2004, AAA Says
BERNSTEIN: Gas prices yesterday “surpassed 2004’s peak to become the highest non-pandemic related gas price in AAA’s history.” ⛽️ https://t.co/lHbZWM1faL
Elbit Systems: Israel’s Top Drone Maker Dominates Tel Aviv Exchange
Thanks, Neil. Monster Bullish Formation of a stock (that means Bullish TRADE, TREND, and TAIL) $ESLT
Market Hits First Genuine Buy Signal Since Liberation Day
The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner @seekingalpha https://t.co/RO8qGJrtNm
Markets Stay Calm Amid Iran Uncertainty, Expect Resolution
The market has been surprisingly calm given the growing uncertainty in Iran. It is signaling that it expects a resolution. We are one President Trump tweet away from a face ripping rally. 💪🏻⏳🚀 https://t.co/PC697j3Xeb