Tesla Profit Rises but Remains Below Earlier Highs
Tesla reported first‑quarter profit of $477 million, a modest 17% rise from $409 million a year earlier, yet still far below the more than $3 billion earned in Q1 2022. Revenue climbed 16% to $22.4 billion as vehicle sales rebounded, but total car deliveries appear stalled below two million units per year. Earnings from clean‑air credits have dwindled after regulatory rollbacks, limiting a once‑lucrative income stream. Tesla says its focus on affordability and utility is paying off as higher fuel prices boost EV demand worldwide.
Stock Movers: Tesla, IBM, Texas Instruments (Podcast)
Tesla posted earnings above Wall Street expectations, citing rebounding global EV demand, and the stock jumped 4% after hours despite a 21% drop from its December peak. IBM reported software unit revenue of $7.05 billion, in line with forecasts, but AI‑related...
Broadcom Just Became the Sixth Company in U.S. History to Achieve This Fe...
Broadcom’s shares closed at an all‑time high on April 22, pushing its market capitalization past the $2 trillion mark. This makes the semiconductor giant the sixth U.S. company ever to breach the trillion‑plus threshold, joining Nvidia, Alphabet, Microsoft, Amazon and Apple....
Tesla (TSLA) Pulled Questionable Levers to Make Q1 2026 Financials Look Good
Tesla’s Q1 2026 earnings looked strong, with a 21.1% gross margin and 136% operating‑income growth, but the boost came largely from one‑time accounting items. The company released warranty reserves, booked estimated tariff refunds of roughly $250 million, and stretched supplier payments, inflating...
Chubb's Earnings Blew Past the Street. Here's Why the Stock Is Falling
Chubb reported first‑quarter earnings that topped expectations, posting EPS of $6.82 versus the $6.60 consensus. The beat was accompanied by multiple analyst upgrades and higher price targets. Despite the strong numbers, the stock slipped as investors flagged a softening property‑insurance...
Trent Posts Rs 19,701 Crore FY26 Revenue, Profit Rises to Rs 1,968 Crore
Trent Limited, the Tata Group’s retail arm, posted FY26 revenue of ₹19,701 crore (≈ $2.4 billion) and net profit of ₹1,968 crore (≈ $237 million), marking an 18% and 24% rise respectively over FY25. Operating margin improved to 11.9% and the balance sheet strengthened with a...
Boeing Takes a Step Forward in Its Turnaround. Here's What to Watch for Next
Boeing reported a stronger‑than‑expected first‑quarter, with revenue up 14% to $22.22 billion and an adjusted loss of 20 cents per share versus the 83‑cent loss forecast. The company reaffirmed its full‑year free‑cash‑flow target of $1‑$3 billion and kept its 2026 delivery guidance for...
We're Raising Our Price Target on GE Vernova as AI Fuels Another Monster Quarter
GE Vernova posted a monster Q1, with revenue rising 16% YoY to $9.34 billion and organic orders surging 71% to $18.3 billion. Adjusted EPS came in at $2.08, well above the $1.86 estimate, while adjusted EBITDA margin reached 16.3%. The stock jumped...
L’Oréal’s Quarterly Sales up 6.7 Percent on Growth in US, Emerging Markets
L’Oréal reported first‑quarter sales of €12.2 billion ($14.3 billion), a 6.7% year‑on‑year increase. Growth was driven by premium hair care and perfume demand in North America and emerging markets, offsetting a slowdown in the Middle East. The company highlighted double‑digit growth in...
Major ETFs Face Tesla Earnings Test Amid AI Pivot
Tesla is set to report Q1 earnings after market close, with analysts forecasting adjusted EPS of $0.37 on $22.7 billion revenue. Morningstar’s new $400 fair‑value model pivots from traditional auto sales to robotaxis and humanoid robots, highlighting a $20 billion AI infrastructure...
Rogers Shares Soar Following Q1 Earnings Release
Rogers Communications reported first‑quarter 2026 results that lifted its stock more than 11% on the Toronto Stock Exchange. Media revenues surged, posting an 8% year‑over‑year increase, while the wireless and cable divisions recorded flat sales. The earnings beat analysts' expectations,...
These 3 Defense Giants Beat Q1 Estimates—So Why Did Their Stocks Still Fall?
GE Aerospace, Northrop Grumman and RTX all posted Q1 2026 earnings that beat analyst forecasts, driven by robust defense contracts and record backlogs. GE Aerospace reported $11.61 billion in revenue and $1.86 EPS, while Northrop Grumman posted $9.88 billion revenue and $6.14 EPS, and RTX...
Boeing CEO Says 'All Systems Are Go' To Increase 737 Production as Company Narrows Loss
Boeing announced it will increase 737 Max production to 47 aircraft per month, up from 42, as part of a broader effort to improve profitability. The company reported a first‑quarter loss of $7 million, far better than analysts’ expectations, and revenue of...
OmniScience Capital Forecasts 15-25% Nifty 50 Upside by March 2027
Mumbai‑based OmniScience Capital projects India’s Nifty 50 index to reach 28,000‑31,000 by FY 27, implying a 15‑25% upside from current levels. The forecast assumes earnings per share of ₹1,280‑₹1,320 (≈ $15‑$16) and price‑to‑earnings multiples of 22‑24. Growth drivers include 10‑13% earnings expansion, easing...
Moody's Profit Rises on Strong Analytics Growth, Lifts Annual Forecast
Moody's reported a first‑quarter profit increase to $661 million, driven by an 8% rise in its analytics segment to $926 million and a record $1.15 billion in ratings revenue, also up 8% year‑over‑year. Earnings per share climbed to $3.73, prompting the company to...
Lawmakers Bet Big on These 3 Stocks—Should You?
Congress members are actively trading equities, with recent disclosures showing they collectively bought three stocks that dominate the latest congressional‑trade ETFs. Netflix (NFLX) attracted nine purchases totaling $163,500 and has rallied 42% since its February low. Broadcom (AVGO) saw eight...
Company News for Apr 22, 2026
Amazon.com announced a up‑to‑$25 billion investment in Anthropic, expanding its AI infrastructure partnership. Apple shares fell 2.5% after Tim Cook disclosed he will step down as CEO on Sept. 1. Halliburton reported Q1 adjusted EPS of $0.55, beating estimates, while Tractor Supply...
Stock Market Today: S&P 500, Nasdaq Score Record Highs On War Ceasefire; Tesla Shares Jump (Live Coverage)
U.S. equity markets surged on Wednesday as the S&P 500 jumped 1.1% and the Nasdaq rose 1.6%, both closing at all‑time highs after President Trump extended the U.S.–Iran cease‑fire. Tesla led the after‑hours rally, climbing nearly 4% on Q1 earnings that...
Stablecoin Issuer Circle’s Earnings Outlook and KelpDAO DeFi Shock Examined in New Report
Circle reported FY2025 revenue of roughly $2.7 billion, a 64% year‑over‑year jump driven almost entirely by interest on its USDC reserves. The stablecoin now commands a 28% market share with $75.3 billion circulating, while fee‑based services contributed just $110 million. Coin Metrics warns...
AT&T Q1 2026 Results: Revenue, Subscribers, Fiber and 5G Drive Growth Across All Business Segments
AT&T reported Q1 2026 revenue of $31.5 billion, a 2.9% year‑over‑year increase, driven by growth in its Advanced Connectivity segment. The company added 584,000 internet subscribers—including 292,000 fiber and 292,000 fixed‑wireless users—and 294,000 postpaid phone customers, underscoring momentum in its 5G...
Uber’s AV Pivot: Growth Opportunity or Margin Risk?
Uber announced a $10 bn investment to build the world’s largest autonomous‑vehicle network by 2029, marking a departure from its traditional asset‑light ride‑hailing model. The move coincides with a projected Q1 2026 EPS of $0.71 and a full‑year EPS decline of...
Elevance Health Profits Eclipse $1.7 Billion Despite Elevated Costs
Elevance Health reported first‑quarter net income of $1.76 billion, a 17% decline from a year earlier, while total revenue rose 2.6% to $50.18 billion. The company’s benefit‑expense ratio climbed to 86.8%, reflecting higher medical costs in its Medicaid business despite modest gains...
Rogers Hits Estimates, Boosts Cash Outlook on Spending Cut
Rogers Communications reported first‑quarter adjusted earnings of C$1.01 per share (about $0.75), matching Bloomberg’s consensus. The telecom giant lifted its 2026 free‑cash‑flow outlook after announcing a reduction in capital expenditures. Growth in its sports‑related media assets helped offset broader market...
Evergreen Capital Management LLC Acquires 6,728 Shares of GE Aerospace $GE
Evergreen Capital Management LLC boosted its stake in GE Aerospace by 6,728 shares, bringing its holding to 15,965 shares worth roughly $4.9 million. The purchase follows a wave of institutional activity, with firms such as Diversified Trust, Cadinha & Co., and...
3,851 Shares in Tesla, Inc. $TSLA Purchased by Financial Plan Inc.
Financial Plan Inc. disclosed a new position in Tesla, buying 3,851 shares worth about $1.73 million in Q4. The purchase adds to a wave of institutional activity, with several advisors increasing stakes, while insiders sold roughly $20.9 million of stock in the...
Apella Capital LLC Boosts Stake in Microsoft Corporation $MSFT
Apella Capital LLC increased its Microsoft holding by 22.6%, now owning 102,628 shares worth about $49.6 million, representing roughly 1% of its portfolio. The move follows similar position upgrades by several hedge funds, pushing institutional ownership of MSFT to over 71%....
Microsoft Corporation $MSFT Shares Acquired by Aaron Wealth Advisors LLC
Aaron Wealth Advisors LLC increased its Microsoft holding by 7,460 shares in Q4, bringing its position to 107,077 shares worth about $51.8 million, making MSFT its eighth largest holding. The purchase adds to a broader trend of institutional buying, with firms...
Netflix, Inc. $NFLX Shares Purchased by CPC Advisors LLC
CPC Advisors LLC surged its Netflix holding by 794.8% in Q4, adding 54,586 shares to own 61,454 shares worth roughly $5.76 million. Several other hedge funds—including Universal Beteiligungs, Migdal Insurance and Oversea Chinese Banking Corp—also dramatically increased their stakes, pushing total...
CPC Advisors LLC Has $2.67 Million Holdings in Costco Wholesale Corporation $COST
CPC Advisors LLC slashed its Costco Wholesale stake by 50.6%, selling 3,163 shares and ending the quarter with 3,093 shares valued at roughly $2.67 million. Meanwhile, several large institutions—most notably Assenagon Asset Management, Amundi, Voloridge and Worldquant Millennium—significantly increased their Costco...
Big Bank Earnings Gave Financials a Lift, But Wall Street Is Still Cautious
The Financial Select Sector SPDR Fund remains the worst‑performing S&P 500 sector in 2026, down nearly 4% YTD, but a 7% gain over the past month hints at a turnaround. Goldman Sachs reported Q1 earnings of $17.55 per share on $17.23 billion...
Nikkei Index Ends at Record High on Tech Gains
The Nikkei 225 closed at a record 59,585.86 points, up 0.40%, propelled by heavyweight technology stocks such as SoftBank Group. While the broader Topix slipped, the Prime Market saw gains in information‑communication and non‑ferrous metal sectors, offset by declines in...
Scottish Mortgage Manager Baillie Gifford Eyes £3bn Return on Historic Space X Bet
Baillie Gifford, the Edinburgh‑based manager of the Scottish Mortgage Investment Trust, stands to realise roughly £3 bn (about $3.9 bn) from its early bet on SpaceX when the rocket company goes public later this year. The firm’s four flagship trusts could collectively...
UnitedHealth Stock Jumps as Earnings and Outlook Top Expectations
UnitedHealth Group reported first‑quarter 2026 revenue of $111.7 billion, up 2% year‑over‑year, and earnings of $6.90 per share, with adjusted EPS of $7.23. The company lowered its medical‑care ratio to 83.9%, signaling better cost control. It also raised its full‑year EPS...
Warren Buffett Dumped 77% of Amazon to Buy Surging Media Stock
Warren Buffett’s Berkshire Hathaway slashed its Amazon holding by more than 77%, leaving roughly 2.3 million shares. At the same time, Berkshire opened a $351.7 million position in The New York Times, acquiring about 5.1 million shares. The media purchase follows a surge in digital...
Taylor Morrison Home Corp (TMHC) Q1 2026 Earnings Call Transcript
Taylor Morrison reported 2025 full‑year results with 12,997 homes delivered, generating roughly $7.8 billion in revenue and a 22.5% gross margin, outperforming most peers. The company reduced spec inventory by 24% year‑over‑year and shifted sales mix toward higher‑margin to‑be‑built homes, while...
Crown Castle Inc (CCI) Q1 2026 Earnings Call Transcript
Crown Castle reported a solid first‑quarter performance, delivering 5.1% organic tower revenue growth and a $3 million non‑recurring intercompany billing benefit. The company reaffirmed its 2025 outlook of 4.5% organic tower growth, roughly $2.8 billion adjusted EBITDA and $1.8 billion AFFO, while announcing...
Lam Research Corp (LRCX) Q3 2026 Earnings Call Transcript
Lam Research reported record 2025 revenue of $20.6 billion, up 27% year‑over‑year, with gross margin at a historic 49.9% and operating margin of 34.1%. Diluted EPS rose 49% to $4.89, and the December quarter delivered $5.34 billion in revenue, marking ten straight...
Kinder Morgan Inc (KMI) Q1 2026 Earnings Call Transcript
Kinder Morgan reported a robust first‑quarter 2026, with adjusted EPS jumping 41% and adjusted EBITDA rising 18% year‑over‑year, driven by record natural‑gas pipeline utilization and higher gathering volumes. The company announced a $500 million acquisition of the Monument pipeline, expanding its...
CME Group Inc (CME) Q1 2026 Earnings Call Transcript
Interactive Brokers Group posted record Q1 2026 net revenue, propelled by double‑digit growth across stocks, options and futures. Client cash balances surged 35% to $169 billion and client equity rose 38% to $789 billion, offsetting a 5% market decline. The firm maintained...
CSX Corp (CSX) Q1 2026 Earnings Call Transcript
CSX Corp reported first‑quarter 2026 revenue up 2% on 3% volume growth, driven by pricing gains and higher fuel recovery despite a modest business‑mix drag. Operating expenses fell 6% after more than $100 million in efficiency savings, lifting operating income 20%...
Boeing Co (BA) Q1 2026 Earnings Call Transcript
Boeing reported Q1 2024 revenue of $16.6 billion, an 8% decline, and a core loss of $1.13 per share as 737 deliveries slowed below 38 units per month. The company launched a 90‑day quality action plan after the Alaska Airlines incident,...
Capital One Sees Opportunities. Investors Want Guidance.
Capital One reported Q1 2026 earnings with net income rising 2% to $2.2 billion despite a 2% drop in revenue to $15.2 billion, missing EPS consensus. The bank completed the migration of its debit‑card customers to the Discover network, finalizing the $51.8 billion...
Wall Street Dips as Middle East Concerns Dent Earnings Optimism
U.S. equities fell Tuesday as renewed Middle East tensions eclipsed earnings optimism. The Dow slipped 0.34%, the S&P 500 dropped 0.4% and the Nasdaq fell 0.28% after reports of Hezbollah rocket fire and uncertainty over a U.S.-Iran cease‑fire. Strong corporate results,...
Michael Burry of "The Big Short" Fame Warns of Inflated Tech Stock Valuations Amid Fears of an AI Bubble
Renowned investor Michael Burry warned that many Nasdaq‑100 tech firms have inflated earnings by up to 20% over the past decade, largely through aggressive accounting of stock‑based compensation. He argues that this misreporting pushes price‑to‑earnings multiples to around 30×, higher...
Was ABF Right to Demerge Primark?
ABF announced it will demerge its fashion retailer Primark from its food operations, creating two separately listed companies – Primark and a renamed “FoodCo” – by the end of 2027. Primark generated about £9.5 bn ($12 bn) in revenue and saw 2%...
UnitedHealth Tops Quarterly Estimates, Hikes Profit Outlook as Insurer Manages High Medical Costs
UnitedHealth Group reported first‑quarter earnings that beat Wall Street expectations, posting adjusted earnings per share of $7.23 versus the $6.57 consensus and revenue of $111.72 billion, above the $109.57 billion forecast. The insurer lifted its 2026 adjusted EPS outlook to more than...
UnitedHealth Stock Gaps Higher on Q1 Beat-and-Raise
UnitedHealth Group (UNH) posted a first‑quarter profit of $7.23 per share on $11.72 billion revenue, beating expectations and prompting a 9.3% stock surge to $353.66. The company also lifted its full‑year outlook, emphasizing trust, transparency, and a prudent 2026 strategy. Piper Sandler...
Gainers & Losers: Nestle, Groww and Ola Among 7 Big Movers on Tuesday
Indian equities closed higher on Tuesday, with the Nifty up 0.87% to 24,576.60 and the Sensex up 0.96% to 79,273.33. FMCG giant Nestle led gainers, jumping 7.3% after reporting a 27% YoY profit rise to about $134 million and 23% revenue...
A Healthy Rebound Could Lie Ahead for UNH Shareholders
UnitedHealth Group (UNH) posted a stronger‑than‑expected Q1 2026, driving the stock up 7% to $346.26. The company resumed $2 billion of share buybacks and lifted its earnings outlook to $18.25 per share, reinforcing confidence in cash flow and capital‑return capacity. Analysts now...
Stock Movers: GE, RTX, UNH (Podcast)
General Electric’s aerospace unit posted a first‑quarter profit that topped Wall Street forecasts, buoyed by a resurgence in passenger travel. Raytheon Technologies (RTX) lifted its full‑year profit and sales outlook as defense sales climbed 10% and Pratt & Whitney engine revenue rose...