Truist Reduces PT on Meta Platforms (META) Stock
Truist lowered its price objective for Meta Platforms (META) to $840, down from $900, while maintaining a “Buy” rating. The brokerage highlighted Meta’s stronger‑than‑expected Q1 2026 earnings and in‑line Q2 guidance, driven by AI‑enhanced ad recommendations and higher user engagement. Ad impressions across the Family of Apps rose 19% year‑over‑year and the average price per ad climbed 12% YoY. For fiscal 2026, Meta now projects capital expenditures of $125‑$145 billion, up from its prior range.
Berkshire Analysts Are Still Tepid on the Stock After Annual Meeting. What Abel Can Do to Win Them Over
Wall Street analysts praised Greg Abel’s command of Berkshire Hathaway’s sprawling portfolio at his first annual meeting, but they were disappointed by the modest share‑buyback activity. Despite a cash hoard of nearly $400 billion, Berkshire repurchased only $235 million of stock in...
US Market Helps Drive Record Project Backlogs for Industrial Gas Suppliers
Industrial gas leaders Linde and Air Liquide reported record project backlogs, driven by strong demand in the United States. Linde posted a $10 billion backlog, with 71% of contracts in the Americas and 66% classified as clean‑energy, while Air Liquide’s backlog grew 23%...
Meralco Income up 2% in Q1
Manila Electric Co. (Meralco) posted a modest earnings rebound in Q1 2026, with core earnings climbing 2% to P11.43 billion (≈$208 million) and net income rising 4% to P10.83 billion (≈$197 million). Revenue grew 5% to P120.78 billion (≈$2.2 billion), driven by higher power generation and...
Advanced Micro Devices Stock Downgraded on Valuation Concerns
Advanced Micro Devices (AMD) was downgraded by HSBC to "hold" from "buy" amid valuation concerns, even as the stock traded near its all‑time high of $356.28. The chipmaker is slated to report Q1 earnings of $1.27 per share on $9.88 billion...
Advanced Micro Devices to Give up Gains on Predictable Earnings Report, HSBC Says
AMD’s stock surged 66% this month on AI‑driven chip demand, but HSBC downgraded the semiconductor maker to hold, warning that the upcoming earnings report will likely meet but not exceed expectations. The bank raised its price target to $340, implying...
Earnings Call Transcript: Arcadis Q1 2026 Sees Strong Order Intake and Stock Surge
Arcadis posted a strong Q1 2026, with order intake climbing and its shares jumping more than 10% after the earnings call. At the same time, GameStop unveiled a $56 billion all‑cash offer for eBay, pushing eBay stock higher in pre‑market trading....
Mahindra & Mahindra Q4 FY26 Outlook: Record Volumes Face Margin, EV and Tractor Test
Mahindra & Mahindra (M&M) closed FY26 with record SUV sales of 660,276 units and a historic 505,930 tractors, cementing its No. 2 spot in India’s passenger‑vehicle market. Revenue is projected at roughly $4.6 billion with net profit near $420 million and EBITDA margins of...
Netflix, Pulte, and Mobileye Are Buying Their Own Dips—Should You?
Netflix, homebuilder PulteGroup, and autonomous‑driving firm Mobileye each announced sizable share‑repurchase programs as their stocks linger far below recent highs. Netflix added a $25 billion buyback to an existing $6.8 billion authorization, giving it roughly $31.8 billion of capacity—about 8% of its $390 billion...
Stock Market Today: Dow Drops Amid Iran Attacks; EBay Jumps After GameStop Bid (Live Coverage)
U.S. equity markets opened lower on Monday as the Dow Jones Industrial Average slipped nearly 600 points, or 1.1%, following Iran’s missile and drone attacks on the United Arab Emirates and U.S. vessels in the Strait of Hormuz. The sell‑off...
European Carmakers Slam on the Brakes After Trump Tariff Shock
U.S. President Donald Trump announced a 25% tariff on European‑made cars, sending shares of major automakers sharply lower on Monday. Volkswagen disclosed a €4 billion (≈$4.3 billion) annual hit already materialising, while its Q1 revenue fell 2% and earnings missed forecasts. Porsche,...
Big-Tech Earnings: Google and Meta's Results Support Broadcom's Outlook
Alphabet’s Google posted a 63% surge in cloud revenue, topping $20 bn, and beat earnings expectations, while Meta delivered a 33% jump in ad revenue, both exceeding consensus forecasts. The earnings highlight robust demand for custom AI chips supplied by Broadcom,...
Tyson Foods' Total Returns: Tasty Treats for Income Investors?
Tyson Foods (TSN) is positioned for a substantial price rally, with analysts projecting up to 50% upside over the next 18‑24 months. The company’s 3.2% dividend, paid from roughly half of its earnings, and ongoing share‑buybacks enhance total‑return appeal for...
Why Lockheed Martin's Earnings Miss Could Be a Blessing in Disguise
Lockheed Martin reported a disappointing Q1 2026, missing earnings and cash‑flow forecasts while revenue remained flat year‑over‑year. The miss triggered a sharp sell‑off, sending the stock down roughly 27% since early March. Despite the weak quarter, management reaffirmed full‑year guidance,...
Taiex Posts Record Daily Point Gain, Ends Above 40,000 Points
Taiwan's benchmark Taiex index posted a record daily gain of 1,778.51 points, closing at 40,705.14 and breaking the 40,000‑point barrier for the first time. The surge was powered by semiconductor heavyweights, with TSMC jumping 6.56% and contributing roughly 1,110 points...
Stock Movers: BMW, Nokia, Thyssenkrupp (Podcast)
BMW, Mercedes‑Benz Group AG and Volkswagen all slipped between 1.7% and 2.1% after former President Donald Trump claimed the EU had not fully honored a U.S.‑EU trade pact. Nokia’s shares surged to a 16‑year high, driven by a Jefferies note...
Gains Narrow by Noon; Kotak Bank, Bharti Airtel Drag as Broader Market Stays Firm
Indian equities held gains into midday on May 4, with the BSE Sensex up 0.53% at 77,324 and the NSE Nifty 50 up 0.52% at 24,122. The rally was led by consumer‑goods heavyweight Hindustan Unilever, which jumped 3.9% on roughly $37 million of...
Australian Shares Slip as RBA Decision Looms, NAB Posts Profit Miss
Australian shares slipped 0.4% to 8,697.10 as investors braced for the Reserve Bank of Australia’s rate decision. National Australia Bank reported a half‑year cash earnings miss, sending its stock down 1.2% and prompting the big four banks to raise provisions...
Kotak Mahindra Bank Shares Fall 5% Despite Q4 Profit Beat, Top Nifty 50 Loser
Kotak Mahindra Bank posted a 13% year‑on‑year rise in Q4 FY26 net profit, reaching ₹4,027 crore (≈ $485 million), driven by higher net interest income and sharply lower provisions. Despite the earnings beat, the shares slipped up to 5% in early trade, closing...
Samsung Shares Lag SK Hynix’s Rally as Analysts Cite Strike Risk
Samsung Electronics’ shares rose 4.8% to a record high on Monday, but the rally was modest compared with rival SK Hynix’s 12% surge. Analysts attribute Samsung’s relative lag to a looming workers’ strike that could hit South Korea’s most valuable...
Analysts Upgrade DBS, Lift Target Price on Improved Forecasts, Wealth Franchise Growth
Singapore’s DBS Group posted a modest 1% rise in Q1 net profit to S$2.93 billion (≈$2.17 billion), beating analysts’ forecasts. CGSI upgraded the stock to “add” and raised its target price to S$63.80 (≈$47 USD), while Macquarie moved its rating to “neutral” and...
WPP Boss Cindy Rose Faces Pay Fight over A$20.7m Deal
WPP chief executive Cindy Rose has proposed a remuneration package worth up to A$20.7 million (about $13.7 million USD), prompting proxy advisers Institutional Shareholder Services and Glass Lewis to recommend a vote against it at the upcoming annual meeting. The opposition stems...
Tyson Foods Inc (TSN) Q2 2026 Earnings Call Transcript
Tyson Foods reported $14.3 billion in revenue for the quarter, a 6.2% year‑over‑year increase driven by strong chicken, pork and prepared‑foods sales. Segment operating income fell 12% to $811 million, with the beef unit posting a loss while chicken delivered a 10.9%...
NAB Profit Misses Estimates as Software Costs Weigh on Bank
National Australia Bank (NAB) reported cash earnings of A$2.64 billion ($1.91 billion) for the six months to March 31, missing the A$3 billion consensus forecast. While loan growth remained robust, the bank’s profitability was squeezed by higher software spending and larger credit‑risk provisions as...
Apple Is Changing The Rules Right Before Tim Cook Exits
Apple posted a rare surge in the March quarter, with revenue up 17% and iPhone sales climbing 22%, reversing a multi‑year slowdown. The company cut its stock buyback program in half despite a 28% jump in free cash flow, signaling...
XCMG Again Ranks Among Global Top Three in KHL Group's 2026 Yellow Table
XCMG Machinery reported $14.0 bn in 2025 revenue, an 8.4% year‑over‑year increase, and secured the third‑largest global construction‑equipment sales rank in KHL Group’s 2026 Yellow Table. Overseas sales surged 16.6% to $6.8 bn, representing 48% of total revenue, while new‑energy equipment generated...
Bank of America Makes Fresh Call on Boeing Stock Price
Bank of America analyst Ronald Epstein reiterated a Buy rating on Boeing, setting a $270 price target that implies roughly 19% upside from the May 1 close of $227.38. The target rests on a three‑segment recovery view: Global Services delivering stable,...
Here Are the 3 Big Things We're Watching in the Stock Market in the Week Ahead
The S&P 500 extended its record run last week as AI‑driven earnings surged, and the rally is set to continue with a packed earnings calendar. This week Eaton, DuPont and Arm Holdings will report, each highlighting AI‑related order growth or product...
S&P 500 Profits Haven’t Been This Rich in at Least 15 Years — but There’s...
The S&P 500’s aggregate profit margin has climbed to its strongest level in at least 15 years, propelled mainly by earnings surges at a handful of large technology firms. Big‑Tech giants such as Apple, Microsoft and Amazon posted double‑digit profit...
S&P 500 Profits Haven’t Been This Rich in at Least 15 Years — but There’s More to the Story
The S&P 500’s Q1 profit margin surged to 14.7%, the highest since 2009, driven largely by three big‑tech giants—Alphabet, Amazon and Meta. Their net incomes jumped 81%, 77% and 61% respectively, far outpacing revenue growth. While the index’s earnings‑per‑share growth hit...
Wall Street Celebrates Big Tech's AI Growth, But Concerns Bubble Under The Surface
Wall Street hailed the first‑quarter earnings of Microsoft, Google, Amazon and Meta as proof that massive AI‑related spending is finally paying off, with cloud revenues surging 35% year‑over‑year and AI‑specific services exploding. The four firms collectively invested $130 billion in AI‑focused...
More than a Defence Contractor – ST Engineering’s Vincent Chong Is Ready for the Next Lap
ST Engineering’s shares have surged 28.4% year‑to‑date, outpacing the STI’s 7.1% gain, as the conglomerate leverages a diversified portfolio beyond defence. Two‑thirds of revenue now comes from commercial aerospace and smart‑city businesses, a shift cemented by a Covid‑era restructuring that...
ExxonMobil Vs. Chevron: One of These Energy Stocks Is a Much Better Dividend Buy
ExxonMobil and Chevron are both integrated energy giants with low debt‑to‑equity ratios, but Chevron currently offers a markedly higher dividend yield. Exxon’s market cap stands at $625 billion versus Chevron’s $375 billion, underscoring a size advantage for Exxon. Chevron’s yield of 3.7%...
Jobs Day, Semiconductor Earnings, and Stock Market Momentum: What to Watch This Week
Investors head into a data‑heavy week after a strong start to May, with the S&P 500 up 0.3% and the Nasdaq up 0.9% to fresh record highs. The focus shifts to Friday’s April jobs report, expected to add about 60,000 jobs,...
Q4 Results 2026: BHEL to Paytm Among Companies to Declare Q4 Earnings Next Week; Check Full List Here
The Indian Q4 FY26 earnings season is entering its fourth week, with roughly 270 companies slated to release results next week. marquee names such as BHEL, L&T, Mahindra & Mahindra, Hero Motocorp, Bajaj Auto and Paytm are among the first...
Q1 2026 Telecom Wars: Analyst Eye 30% Gains in T-Mobile Post-Earnings
In Q1 2026 AT&T, Verizon and T‑Mobile all posted earnings beats, but market reactions varied. AT&T delivered modest revenue growth and a record‑high organic convergence rate, nudging its stock up 0.4%. Verizon posted mixed results, with EPS beating expectations and the...
Chevron's Production Soared Along With Oil Prices in the First Quarter, But Its Profits Fell. What Happened With the Oil...
Chevron's Q1 adjusted earnings fell to $2.8 billion, or $1.41 per share, despite Brent oil climbing to $81 a barrel. Production rose 15% year‑over‑year, driven by the Hess acquisition and U.S. growth, but slipped from the prior quarter because of Middle‑East...
‘Traders Need to Be Really Careful Here’: Schwab on the Fed Decision and Powell’s Uncertain Future
Charles Schwab’s market update warned traders to tread carefully ahead of the Federal Reserve’s upcoming policy meeting, where the Fed is widely expected to hold rates steady at 3.5%‑3.75% for a third consecutive session. The real market catalyst could be...
Newmont: $100 Oil Weighs, Gold Falls, But Profit Trends Are Sublime
Newmont Corp. posted record first‑quarter results, delivering $2.90 non‑GAAP EPS on $7.3 billion revenue and $3.1 billion free cash flow, while launching a $6 billion share‑repurchase program. Despite these strengths, the stock trades about 20% below its January peak as gold prices slip...
Is Regeneron a Buy After the FDA Approved Its Gene Therapy to Restore Hearing?
Regeneron posted a strong first‑quarter, with revenue climbing 19% to $3.6 billion and adjusted EPS up 15% year‑over‑year, yet the stock slipped 5% after the results. Sales of its eye drug Eylea dropped 10% to $941 million, but the high‑dose version surged...
From AMD To Disney, The Wall Street Week Ahead Is Packed
Wall Street ended the week on a high note as Apple posted its strongest March quarter, lifting the stock nearly 4%, while Alphabet delivered $109.9 billion in Q1 revenue and saw Google Cloud exceed $20 billion for the first time. Oil prices...
Warren Buffett Asked Tim Cook to Take a Bow in a Surprise Speech at Berkshire Meeting
At Berkshire Hathaway’s annual meeting, Warren Buffett singled out Apple CEO Tim Cook, inviting him to take a bow for turning a $35 billion investment into roughly $185 billion of pre‑tax value. Buffett praised Cook’s execution, noting Apple remains Berkshire’s largest holding...
Boston Scientific Corporation (BSX): Billionaire Tom Steyer Is Loading Up on This Stock
Boston Scientific (BSX) has attracted renewed attention from billionaire investors, with Farallon Capital boosting its holding to 7.4 million shares—a 56% rise from the prior quarter. The company showcased two breakthrough devices at Heart Rhythm 2026: FARAPULSE PFA, which outperforms antiarrhythmic drugs for...
Villere St Denis Dumps 134,000 Tidewater (TDW) Shares Worth $9.3 Million
Villere St Denis J & Co LLC sold 134,355 Tidewater (TDW) shares for roughly $9.34 million, cutting its holding to 292,866 shares valued at $24.47 million, or 2.7% of its 13F assets. The sale represents a 31% reduction of the position, yet...
Barclays Adjusts MercadoLibre (MELI) PT Preceding the Release of First Quarter Results
Barclays lowered its price target for MercadoLibre (MELI) to $2,500 from $2,600 and kept an Overweight rating ahead of the company’s Q1 2026 earnings. Cantor Fitzgerald also trimmed its target to $2,350 while maintaining Overweight, citing macro‑related risks despite expected...
Citi Resets Outlook on General Motors' Stock Price Target
Citi raised its price target for General Motors to $108 from $105 after the automaker’s Q1 2026 results beat expectations, highlighting strong margin expansion and a $500 million tariff refund. GM posted adjusted EPS of $3.70 versus the $2.62 consensus and EBIT‑adjusted...
Warren Buffett’s Parting Gift to Investors Is Crushing the Market 6 Months Later
Warren Buffett’s Berkshire Hathaway disclosed a roughly $4.3 billion stake in Alphabet in mid‑November, sending the stock up about 40 % in six months. The investment marks Buffett’s rare late‑career bet on a technology giant, following his earlier large position in Apple....
Corporate America Earnings Beat Back Wall Street’s Wall of Worry
First‑quarter earnings season has outperformed expectations, pushing US equities to new records. The proportion of S&P 500 companies missing analysts’ forecasts fell to its lowest level since 2021, driven largely by non‑tech firms posting the strongest surprise since Q4 2024. Small‑cap stocks...
Q4 Results Today Live: Kotak Mahindra Bank Profit Jumps 13%; CDSL Q4 Profit Dips; Avenue Supermarts, APL Apollo Tubes, Epigral,...
Kotak Mahindra Bank posted a 13% jump in Q4 profit to ₹4,027 crore (≈$491 m), beating analyst forecasts, driven by strong loan demand and deposit growth. Central Depository Services (CDSL) saw its profit fall 20% to ₹80 crore (≈$9.8 m) despite higher income, as...
Berkshire Hathaway Earnings Beat, Cash Hoard Swells; Spotlight On Warren Buffett Successor
Berkshire Hathaway posted first‑quarter operating profit of $11.3 billion, an 18% jump that beat expectations, while insurance underwriting income surged 29% to $1.7 billion after a tough wildfire year. The conglomerate’s cash pile swelled to a record $397 billion, and it resumed share...