I rate Freshworks as a hold due to macro headwinds, internal restructuring, and AI monetization uncertainty despite solid 1Q25 results. FRSH's 1Q25 earnings showed strong growth in the EX segment and profitability, with a notable 1,100 net new paying customers added. Freddy AI adoption is promising, with significant traction in large deals, but it's still early, representing less than 10% of the customer base....
Seeking Alpha - 5/15/2025 3:21:54 AM
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Coinbase is evolving from a trading-fee-dependent crypto exchange to a durable infrastructure provider, making it a strong buy. The company's strategic pivot includes growing recurring revenue, scaling derivatives, and expanding B2B monetization, positioning it for long-term success. Coinbase's strong balance sheet, robust EBITDA margins, and unjustified discount to peers highlight its undervalued potential....
Seeking Alpha - 5/15/2025 3:17:10 AM
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National Grid PLC's (LSE:NG.) dividend will come in 20% below where it was a year ago, but up 3% on an underlying basis, as the network operator completed the first year of its current five-year financial framework....
Proactive Investors - 5/15/2025 3:16:52 AM
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Shares in Watches of Switzerland Group PLC (LSE:WOSG) rose 4% on Thursday after the luxury watch retailer delivered on market expectations, helped by a stronger second half and resilient demand in both the UK and US. Group revenue for the year to 27 April rose 8% in constant currency to £1.65 billion, with second-half growth accelerating to 12%....
Proactive Investors - 5/15/2025 3:13:53 AM
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Oriole Resources PLC (AIM:ORR) has reported a 23% increase in the Mineral Resource Estimate (MRE) at its 90%-owned Bibemi gold project in Cameroon. The updated estimate for Bibemi's Bakassi Zone 1 prospect is now estimated to total 460,000 ounces of contained gold, at an average grade of 2.06 g/t....
Proactive Investors - 5/15/2025 3:11:19 AM
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Greencore Group PLC (LSE:GNC) has agreed a £1.2 billion deal to buy Bakkavor in a move that would create one of the UK's largest producers of convenience food, bringing together two of the sector's biggest names. The proposed acquisition values Bakkavor shares at 200p each, offering a 32.5% premium to the closing price before talks were made public....
Proactive Investors - 5/15/2025 3:08:07 AM
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The increase was mainly driven by a better performance in its infrastructures business....
WSJ - 5/15/2025 3:05:00 AM
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24Social, a leader in ethical social media engagement, launches tools to boost organic growth and visibility on platforms like Facebook and TikTok. These tools help businesses drive real interactions, follow platform guidelines, and avoid fake engagement or misleading tactics for sustainable digital success....
Newsfile Corp - 5/15/2025 3:05:57 AM
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LONDON--(BUSINESS WIRE)--AviadoBio, a pioneering gene therapy company dedicated to developing and delivering potentially transformative medicines for neurodegenerative disorders, today announced that its Phase 1/2 ASPIRE-FTD clinical trial is now open in the UK. The trial is evaluating AVB-101, an investigational gene therapy, in people with frontotemporal dementia (FTD) with GRN gene mutations (FTD-GRN). Cambridge University Hospitals NHS Foundation Trust (CUH), which hosts an internationally....
Business Wire - 5/15/2025 3:00:00 AM
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Dick's Sporting Goods (NYSE:DKS) is reportedly nearing an agreement to acquire rival retailer Foot Locker, Inc. (NYSE:FL) for around $2.3 billion, according to sources cited by The Wall Street Journal. The deal is said to value Foot Locker at $24 per share, marking an 86.5% premium on its most recent closing price....
Proactive Investors - 5/15/2025 3:01:20 AM
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ITV PLC (LSE:ITV) reported a 4% rise in revenue for the first quarter as growth from its production studio offset a decline in total advertising revenue, though this is expected to worsen substantially in the second quarter. Total external revenue for the broadcaster and television producer came in at £756 million for the first three months of 2025, up from £727 million a year earlier, as ITV Studios revenue rose 1% at £386 million but Media & Entertainment revenue declined 3% to £489 million as total ad revenue fell 2%, as previously guided....
Proactive Investors - 5/15/2025 2:56:02 AM
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Helium One Global Ltd (AIM:HE1, OTCQB:HLOGF) announced the test results for the Jackson-2 well, at the Galactica project, which flowed naturally. The company said that since drilling the well has been tested with a flow rate of over 250,000 cubic feet per day, and it's projected to achieve stabilised rates between 300,000 and 400,000, with a maximum rate of 500,000 expected....
Proactive Investors - 5/15/2025 2:56:00 AM
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PDS Biotechnology Corporation (NASDAQ:PDSB), a US cancer immunotherapy firm backed by EMV Capital (AIM:EMVC), has begun site activations for its phase III trial of Versamune HPV in patients with head and neck cancers linked to HPV16. The trial, which will enrol around 350 patients, is supported by the US Food and Drug Administration Fast Track designation and includes interim data readouts....
Proactive Investors - 5/15/2025 2:53:50 AM
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Deere & Company DE will release its second-quarter earnings results before the opening bell on Thursday, May 15....
Benzinga - 5/15/2025 2:29:15 AM
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Some 200 Commerzbank employees protested early Thursday against a possible takeover of the German lender by UniCredit....
Reuters - 5/15/2025 2:36:35 AM
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Aviva PLC (LSE:AV.) reported a strong start to the year, with growth across its business lines that reinforced confidence in achieving its targets for the full year....
Proactive Investors - 5/15/2025 2:36:04 AM
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Killam REIT derives the majority of its revenue from multifamily apartment properties. It is the largest landlord of its kind in Atlantic Canada. We review the first quarter numbers to see if the storyline remains unchanged from our previous coverage....
Seeking Alpha - 5/15/2025 2:34:52 AM
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Eni is in exclusive talks to sell a 20% stake in its Plenitude low-carbon unit to Ares Management's alternative-credit arm....
WSJ - 5/15/2025 2:34:00 AM
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Convenience food manufacturer Greencore said on Thursday it had agreed to the terms of a recommended acquisition of UK fresh food provider Bakkavor Group , in a deal valued at 1.2 billion pounds ($1.59 billion)....
Reuters - 5/15/2025 2:30:53 AM
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FTAI Aviation delivered strong Q1 results with 54% sales growth and robust EBITDA, though sequential growth was modest after adjusting for non-recurring items. The company's shift toward an asset-light model and strategic partnerships raises some concerns, but enhances cash flow and operational focus on MRO. Tariff fears have subsided, supporting management's reiterated EBITDA guidance for 2025 and 2026, with production ramping up at key facilities....
Seeking Alpha - 5/15/2025 2:26:55 AM
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Two British academics discovered that a “copy” of the medieval text, held in Harvard Law School’s library for 80 years, is one of seven originals dating from 1300....
The New York Times - 5/15/2025 4:01:20 AM
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Investors and economists are trying to gauge the strength of the U.S. consumer and the impact of higher tariffs on the retail industry....
CNBC - 5/15/2025 4:01:01 AM
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The state’s Republicans are putting abortion on a ballot question again, seeking to buck the trend of voters siding with abortion rights on ballot measures....
The New York Times - 5/15/2025 1:08:05 AM
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French utility Engie reported a marginal rise in first-quarter earnings on Thursday, weighed down by weaker hydropower conditions and lower power prices....
Reuters - 5/15/2025 2:18:37 AM
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Dividend cut announcements trigger sharp REIT sell-offs, regardless of whether cuts are forced by trouble or are responsible capital allocation decisions. I consistently find opportunity in buying REITs after responsible dividend cuts, as the market often overreacts despite strong underlying fundamentals. Historical examples like WPC, BRX, KIM, WSR, and GOOD show significant price recovery after responsible cuts, offering attractive entry points for investors....
Seeking Alpha - 5/15/2025 2:15:05 AM
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Toll Brothers has shown robust financial growth, with revenue increasing from $3.9 billion in 2014 to $10.8 billion in 2024, reflecting a 12% CAGR. The fair value of Toll Brothers' equity is estimated at $200 per share, suggesting an 85% upside potential from the current market price of $108. Despite challenges like high reinvestment needs and fluctuating FCF growth, Toll Brothers maintains a healthy balance sheet and improving profitability margins....
Seeking Alpha - 5/15/2025 2:13:40 AM
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Oil dips as U.S. crude stockpiles rise by 3.5M barrels, with supply fears and easing geopolitical risk pressuring WTI and Brent in a fragile range....
FXEmpire - 5/15/2025 2:05:27 AM
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Amazon's long-term strategy and diversified growth in AI, cloud, retail, and advertising make it an attractive investment for those with a 3-5 year horizon. Despite slowing AWS growth and increasing competition, Amazon's broad AI strategy and strong financials position it well for future growth. Significant capital expenditures in AI and infrastructure are weighing on free cash flow, but operating cash flow remains robust....
Seeking Alpha - 5/15/2025 2:08:32 AM
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Italy's Eni has entered exclusive talks with investment fund Ares Alternative Credit Management over the sale of a 20% stake in its renewable and retail arm Plenitude, the energy group said on Thursday....
Reuters - 5/15/2025 2:01:02 AM
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Life360 co-founder and CEO Chris Hulls discusses growth of the company on 'The Claman Countdown.' #foxbusiness #business #economy...
Fox Business - 5/15/2025 2:00:25 AM
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A billion-dollar plan by Qatar Airways to acquire Boeing aircraft could become its largest-ever order, but aviation expert Mike Boyd says the aircraft manufacturer now has to deliver the goods. Boyd, the President and CEO of Boyd Group International, tells Bloomberg the company still has to clean up after years of mismanagement before it can ramp up manufacturing....
Bloomberg Markets and Finance - 5/15/2025 1:51:12 AM
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Vancouver, British Columbia--(Newsfile Corp. - May 15, 2025) - Thor Explorations Ltd. (TSXV: THX) (AIM: THX) ("Thor Explorations", "Thor" or the "Company") announces the foreign exchange rates that will be applied to its Maiden Dividend which was announced on 8 April 2025....
Newsfile Corp - 5/15/2025 2:00:00 AM
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Airbnb CEO Brian Chesky took to the stage in downtown Los Angeles on Tuesday, outlining an ambitious expansion for the company that aims to redefine how users interact with its platform, moving beyond accommodation to a comprehensive hub for travel and local activities....
Invezz - 5/15/2025 1:28:48 AM
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Novo Nordisk's stock has declined 55% from its all-time high, but the company continues to report strong quarterly results with significant revenue and profit growth. Despite slowing growth rates and revised guidance, NVO's rich pipeline and strategic acquisitions position it for sustained high growth, particularly in diabetes, GLP-1, and obesity care. The company's current product portfolio is well-protected by patents until at least 2030, ensuring stable revenue from key products like Wegovy and Ozempic....
Seeking Alpha - 5/15/2025 1:53:53 AM
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Europe's largest insurer by market capitalization said it was still on track to achieve its outlook for the year after first-quarter profit came in below market expectations....
WSJ - 5/15/2025 1:53:00 AM
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Israel-based stock brokerage platform eToro Group Ltd made a striking debut on the Nasdaq overnight, with its shares surging as much as 42% above the initial public offering (IPO) price after the upsized deal raised almost US$620 million. The Robinhood competitor's strong market entry reflects renewed investor optimism as the IPO market beings to experience a broader rebound, driven by easing US-China trade tensions and the recent Wall Street rally....
Proactive Investors - 5/15/2025 1:44:55 AM
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The full-year guidance raise from the telecommunications company reflected strong growth in the U.S....
WSJ - 5/15/2025 1:43:00 AM
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SINGAPORE--(BUSINESS WIRE)--Reference is made to the announcement made by Hafnia Limited (“Hafnia” or the “Company”, OSE ticker code: “HAFNI”, NYSE ticker code: “HAFN”) on May 15, 2025 announcing the Company's first quarter results and cash dividend. Key information relating to the cash dividend paid by the Company for the first quarter 2025: Date of approval: May 14, 2025 Record date: May 23, 2025 Dividend amount: 0.1015 per share Declared currency: USD. Dividends payable to shares registered....
Business Wire - 5/15/2025 1:40:00 AM
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SINGAPORE--(BUSINESS WIRE)--Hafnia Limited (“Hafnia”, the “Company” or “we”, OSE ticker code: “HAFNI”, NYSE ticker code: “HAFN”), a leading product tanker company with a diversified and modern fleet of over 120 vessels, today announced results for the three months ended March 31, 2025. The full report can be found in the Investor Relations section of Hafnia's website: https://investor.hafnia.com/financials/quarterly-results/default.aspx Highlights and Recent Activity First Quarter 2025 Reported....
Business Wire - 5/15/2025 1:39:00 AM
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The company posted better-than-expected revenue and net profit for its second quarter on a strong performance of its industrial business....
WSJ - 5/15/2025 1:31:00 AM
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The company's top customers include Intel and Taiwan Semiconductor Manufacturing....
Barrons - 5/15/2025 1:30:00 AM
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VIOV, a passively managed ETF by Vanguard, aims to track the S&P 600 Small-Cap Value Index but has underperformed compared to other peers. The fund's simplistic criteria and higher portfolio turnover raise doubts about its ability to outperform other small-cap value ETFs like VB and VBR. Given its underperformance and lack of valuable filtering criteria for the portfolio, I recommend VB or VBR for better small-cap value exposure....
Seeking Alpha - 5/15/2025 1:28:32 AM
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Hang Seng slips on trade jitters, Nikkei sinks as yen gains, while ASX 200 rises on RBA rate cut bets....
FXEmpire - 5/15/2025 1:24:55 AM
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Boston won its first game of the series without star Jayson Tatum, who tore his Achilles in Game 4....
The New York Times - 5/15/2025 2:15:56 AM
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Three climbers, Alex Martynenko, Vishnu Irigireddy, and Tim Nguyen, died in North Cascades after a rappelling equipment failure led to a tragic fall....
KING5.com - 5/15/2025 1:23:00 AM
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Diddy raped a woman at his Manhattan apartment, but the woman said she was actually relieved when he whipped out his penis ... because she knew it wouldn't hurt that much due to a lack of length and girth
at least according to a new lawsuit....
TMZ - 5/14/2025 11:48:04 PM
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Seeking to counter China's mineral dominance, the Trump administration recently signed a sweeping executive order to fast-track deep-sea mining within U.S. and international waters. The move is designed to help private companies access billions of tons of potato-sized rocks known as polymetallic nodules, which are rich in strategically important minerals....
CNBC - 5/15/2025 1:22:24 AM
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Deutsche Telekom reported a first-quarter core profit slightly above analyst expectations on Thursday and marginally lifted its full-year guidance....
Reuters - 5/15/2025 1:20:56 AM
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Germany's Allianz on Thursday posted a worse-than-expected 2.1% fall in first-quarter net profit but confirmed its target for the full year....
Reuters - 5/15/2025 1:11:31 AM
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I rate Oscar Health as a Hold, due to proposed steep budget cuts in the 2026 budget, impacting Medicaid and Medicare Advantage coverage. Oscar Health's impressive financials and revenue growth are overshadowed by macroeconomic risks, including potential policy changes and increased uninsured rates. Despite strong internal operations and a projected revenue CAGR of ~20% between 2024 and 2027, external factors pose significant risks to growth....
Seeking Alpha - 5/15/2025 1:19:11 AM
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Thyssenkrupp kept its outlook for the fiscal year and expects a more stable market environment in the second half of 2025, it said on Thursday, after lower prices and demand as well as maintenance-related shutdowns caused quarterly profit to plunge....
Reuters - 5/15/2025 1:10:33 AM
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Market fears about Apple's tariff exposure are overblown; management's foresight and strategic planning mitigate significant disruptions, maintaining strong customer loyalty and market share. The company's proactive supply chain optimization and exemption from certain tariffs support a resilient outlook. AAPL's strategic supply chain diversification to India and Vietnam minimizes tariff impact, with a projected gross margin reduction of only 0.8% in FY2025....
Seeking Alpha - 5/15/2025 1:16:27 AM
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Siemens confirmed its full-year outlook on Thursday "despite increased uncertainty" as the German engineering and technology group reported better than expected profit during its second quarter....
Reuters - 5/15/2025 1:03:29 AM
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Swiss travel retailer Avolta posted a 5.3% organic increase in first-quarter turnover on Thursday, driven by its diversified business structure, despite headwinds in North America from lower traffic volumes earlier in the year....
Reuters - 5/15/2025 12:58:06 AM
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Canadian Apartment Properties REIT's Q1 2025 showed high occupancy at 97.6%, despite a slight year-over-year decrease and a significant 26% increase in average monthly rent. NOI margin dropped to 62.4% due to higher utilities and taxes, but improvements are expected with the recent carbon tax removal. Growth in rent increases has slowed, with a weighted average change of 3.4% compared to 4.1% in 2024....
Seeking Alpha - 5/15/2025 1:05:42 AM
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SINGAPORE--(BUSINESS WIRE)--Non-Executive Director Mr. Andrew Wolff has informed BW LPG Limited (“BW LPG" or the "Company", OSE ticker code: "BWLPG.OL", NYSE ticker code "BWLP") of his decision to step down from the Board of Directors with effect from the Annual General Meeting on 15 May 2025. The Company would like to extend its gratitude to Mr. Andrew Wolff for his dedication and contributions during his five-year tenure as a member of the Board of Directors of BW LPG. Chairman Andreas Sohmen....
Business Wire - 5/15/2025 1:05:00 AM
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MARSEILLE, France--(BUSINESS WIRE)-- #ANKET--Regulatory News: Innate Pharma SA (Euronext Paris: IPH; Nasdaq: IPHA) (“Innate” or the “Company”) today announced that an abstract regarding IPH6501, its ANKET® targeting CD20 B cells currently developed in relapsed and/or refractory Non-Hodgkin Lymphoma, has been selected for the European Hematology Association (EHA) Congress 2025, taking place June 12-15 in Milan, Italy. Abstract details Antitumor characterization of IPH6501, a novel il2v-armed tetraspecifi....
Business Wire - 5/15/2025 1:00:00 AM
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Tencent has reaffirmed a commitment to keep spending on developing AI - which may crimp profit growth in the short term. But by integrating the technology across a suite of products it hopes to reap longer-term revenue and improve the gaming experience....
Bloomberg Markets and Finance - 5/15/2025 12:58:25 AM
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This news release constitutes a "designated news release" for the purposes of the Company's amended and restated prospectus supplement dated May 14, 2025 to its short form base shelf prospectus dated September 11, 2024. San Antonio, Texas--(Newsfile Corp. - May 15, 2025) - HIVE Digital Technologies Ltd....
Newsfile Corp - 5/15/2025 1:00:00 AM
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Gauzy Ltd. (NASDAQ:GAUZ ) Q1 2025 Earnings Conference Call May 13, 2025 8:30 AM ET Company Participants Daniel Scott - SVP, IR, ICR Eyal Peso - Co-Founder and CEO Meir Peleg - CFO Conference Call Participants Dan Levy - Barclays Itay Michaeli - TD Cowen Operator Good morning and welcome to Gauzy Limited First Quarter 2025 Earnings Conference Call. Today's call is being recorded and we have allocated one hour for prepared remarks and Q&A....
Seeking Alpha - 5/15/2025 12:32:07 AM
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Tencent's president Martin Lau says company has a "pretty strong stockpile of chips." Last month, Nvidia said the Trump administration imposed new chip export restrictions to China....
Business Insider - 5/15/2025 12:30:03 AM
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ALPEK maintains strong profitability, despite historically low margins in US plastics, covering CAPEX, interest, and guiding for a net profit of $200 million. The company's valuation is highly attractive, trading at a 5x guided earnings multiple. Operational resilience is evident, with 90% of end markets in defensive industries, ensuring stable demand even in economic downturns....
Seeking Alpha - 5/15/2025 12:28:15 AM
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The Chinese automaker said it achieved record sales in the first quarter and saw robust growth in the new-energy business....
WSJ - 5/15/2025 12:28:00 AM
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scPharmaceuticals Inc. (NASDAQ:SCPH ) Q1 2025 Earnings Conference Call May 14, 2025 4:30 PM ET Company Participants William Thorpe - Investor Relations John Tucker - Chief Executive Officer Steve Parsons - Senior Vice President of Commercial Rachael Nokes - Chief Financial Officer Conference Call Participants Roanna Ruiz - Leerink Partners Stacy Ku - TD Cowen Douglas Tsao - H.C. Wainwright Chase Knickerbocker - Craig-Hallum Operator Good afternoon and welcome to scPharmaceuticals First Quarter 2025 Earnings Conference Call....
Seeking Alpha - 5/15/2025 12:15:31 AM
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Six months after Missouri voters approved an abortion-rights amendment, Republican state lawmakers on Wednesday approved a new referendum that would seek the amendment’s repeal and instead ban most abortions with exceptions for rape an incest....
NBC News - 5/15/2025 2:06:00 AM
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The Celtics, behind 22 3-pointers and a breakout game from big man Luke Kornet, stayed alive in the NBA postseason, beating the Knicks on Wednesday night in Boston, 127-102....
ESPN - 5/15/2025 2:01:00 AM
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The progress comes as the Trump administration is proposing to cut funding for many programs believed to have contributed to the improvement....
The New York Times - 5/15/2025 1:15:38 AM
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The 2025-26 NFL schedule is set to be revealed in its entirety on Wednesday, May 14....
Yahoo Sports - 5/15/2025 12:52:00 AM
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As a court reviewed the Menendez murder case, the culture and politics of the 1990s were scrutinized almost as much as the horrific crime....
The New York Times - 5/15/2025 12:19:58 AM
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SPYI underperforms the S&P 500 long-term but offers less volatility and decent income, making it suitable for sideways to downward markets. SPYI's 12.52% dividend yield suits investors seeking stable income with reduced volatility, though it lags behind more aggressive income ETFs like YieldMax. SPYI provides some downside protection and a less volatile ownership experience, balancing NAV erosion and income generation effectively....
Seeking Alpha - 5/15/2025 12:14:59 AM
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Nissan's new chief executive Ivan Espinosa faces an uphill task turning around the troubled Japanese automaker with no guarantee it can reverse sliding top-line sales, analysts said, even as he moves to slash costs....
Reuters - 5/15/2025 12:04:34 AM
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Walmart will report fiscal first-quarter earnings before the bell on Thursday. Investors and economists are trying to gauge the strength of the U.S. consumer and the impact of higher tariffs on the retail industry....
CNBC - 5/15/2025 12:01:01 AM
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BRUSSELS--(BUSINESS WIRE)--Corona has been recognized as the most valuable beer brand in the world for the second consecutive year in Kantar's BrandZ 2025 Most Valuable Global Brands report, released today. Eight out of the 10 most valuable global beer brands belong to AB InBev (Brussel:ABI) (BMV:ANB) (JSE:ANH) (NYSE:BUD), according to the report ranking the top brands in the world. In 2024 AB InBev produced all-time high revenue and 15% Underlying EPS growth. The year marked double-digit growt....
Business Wire - 5/15/2025 12:01:00 AM
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AMSTERDAM--(BUSINESS WIRE)--e.l.f. Beauty, the bold disruptor with a kind heart, is further expanding e.l.f. Cosmetics and e.l.f. SKIN in The Netherlands and Belgium. Launching in KRUIDVAT and TREKPLEISTER marks another step forward in e.l.f.'s mission to make the best in beauty accessible to every eye, lip and face. With a presence in 15 countries and global distribution via eShopWorld, e.l.f.'s success in non-U.S. markets continues, and the company sees significant white space ahead. In Q3 of....
Business Wire - 5/15/2025 12:01:00 AM
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The stock was a tariff winner, and that won't change even with the China trade deal....
Barrons - 5/15/2025 12:01:00 AM
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LONDON--(BUSINESS WIRE)--Forrester (Nasdaq: FORR) today opened calls for nominations for its 2025 B2B Return On Integration Honors and B2B Programs Of The Year Awards in Asia Pacific (APAC) and Europe, Middle East, and Africa (EMEA). These awards will recognize B2B organizations based in both regions for achieving functional excellence and outstanding alignment across marketing, sales, and product — the B2B revenue engine — to improve customer experience and drive growth. Nominations for both a....
Business Wire - 5/15/2025
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AMLP offers exposure to strategic energy infrastructure MLPs, providing high yields and simplified tax reporting compared to direct MLP ownership. The ETF is highly concentrated, with top holdings dominating the portfolio, and sports a competitive 7.77% yield, though with higher risk than bonds. Recent improvements in MLP balance sheets and favorable energy trends support a positive outlook, but AMLP's high expense ratio and volatility are key considerations....
Seeking Alpha - 5/14/2025 11:59:17 PM
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Accel's stock surged 14.3% in two months, nearing my price target of $12.50-$13.50, outperforming the S&P's 2.6% rebound post-'Trump Tariffs' scare. ACEL reported EPS of $0.17, beating estimates by $0.05, and revenue of $323.91 million, marking 7.3% year-over-year growth and a tenth straight double-beat. Fairmount Park's Phase 1 opened on time and under budget, expected to contribute $7-$8 million in EBITDA, with Phase 2 promising $25 million annually by FY 2027....
Seeking Alpha - 5/14/2025 11:35:57 PM
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House Republicans are locked in a tense standoff over how to tackle SALT, a sticky issue that could make or break the party's big bill for Trump’s agenda....
NBC News - 5/14/2025 11:28:05 PM
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Sitio's Q1 2025 total production was 6% above its full-year guidance midpoint, while its oil production was 2% above that guidance midpoint. Sitio generated $0.75 per share in Q1 2025 discretionary cash flow. This may be reduced to around $0.60 per share during the remaining quarters in 2025 due to weaker oil prices....
Seeking Alpha - 5/14/2025 11:27:55 PM
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flyExclusive, Inc. (NYSE:FLYX ) Q1 2025 Earnings Conference Call May 14, 2025 11:00 AM ET Company Participants Kyle Nagarkar - SVP, Solebury Strategic Communications, IR Jim Segrave - Founder, CEO & Chairman Brad Garner - CFO Conference Call Participants Operator Greetings, and welcome to the flyExclusive First Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode....
Seeking Alpha - 5/14/2025 11:27:10 PM
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Grove Collaborative Holdings, Inc (NYSE:GROV ) Q1 2025 Earnings Conference Call May 14, 2025 5:00 PM ET Company Participants Jeff Yurcisin - CEO Tom Siragusa - Interim CFO Conference Call Participants Susan Anderson - Canaccord Genuity Operator Good afternoon, and thank you for standing by. Welcome to Grove Collaborative Holdings, Inc.'s First Quarter 2025 Earnings Conference Call....
Seeking Alpha - 5/14/2025 11:24:44 PM
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BOSTON--(BUSINESS WIRE)--Klaviyo, Inc. (the “Company”) (NYSE: KVYO), the only CRM built for consumer brands, today announced the pricing of an underwritten public offering (the “offering”) of 10,969,078 shares of its Series A common stock, par value $0.001 per share (“Series A Common Stock”), by Andrew Bialecki, the Company's CEO and co-founder, at a public offering price of $34.00 per share, to cover tax obligations related to the exercise of his stock options, which expire this year. The Comp....
Business Wire - 5/14/2025 11:23:00 PM
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AAOI recently reported improved Q1-2025 financial results, with elevated revenue and higher profit margins. The company foresees increased demand for its products in the data center and CATV markets. AAOI has increased its US and Asian manufacturing capabilities to keep up with demand....
Seeking Alpha - 5/14/2025 11:17:54 PM
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Amazon is cutting about 100 jobs in its Devices & Services division, the part of the company that includes its Alexa voice assistant, Echo smart speakers, Zoox robo-taxis and Project Kuiper satellite internet venture....
GeekWire - 5/14/2025 11:13:54 PM
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Shares of Italian banking giant UniCredit have been a strong performer since my last update, taking their total returns to over 180% since I first covered it in 2023. UniCredit's first quarter results were excellent, with the bank comprehensively beating consensus on both the top and bottom lines. Despite lower interest rates and net interest revenue, profitability remains exceptional. UniCredit's shares have re-rated to around 1.7x tangible book value. While rich for a European bank, this looks justified given the strength of its earnings....
Seeking Alpha - 5/14/2025 11:04:27 PM
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Universal Music Group is set to sustain high-single-digit growth, driven by robust demand in the music industry and competitive advantages. 1Q25 results showed 11.8% y/y revenue growth, with strong subscription trends and broad-based market performance, reinforcing my buy rating. The "Streaming 2.0" strategy aims to reshape streaming economics, potentially boosting UMGNF earnings through collaborative models and premium tier offerings....
Seeking Alpha - 5/14/2025 11:03:09 PM
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The Oncology Institute, Inc. (NASDAQ:TOI ) Q1 2025 Earnings Conference Call May 14, 2025 5:00 PM ET Company Participants Mark Hueppelsheuser - General Counsel Daniel Virnich - Chief Executive Officer Rob Carter - Chief Financial Officer Conference Call Participants David Larsen - BTIG Yuan Zhi - B. Riley Bill Sutherland - The Benchmark Company Robert LeBoyer - NOBLE Capital Markets Operator Good afternoon and welcome to The Oncology Institute's First Quarter 2025 Earnings Conference Call....
Seeking Alpha - 5/14/2025 10:58:06 PM
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A Democratic lawmaker is backing down, for now, from a renegade bid to impeach President Donald Trump. Rep....
AP News - 5/14/2025 10:56:00 PM
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I'm turning cautiously optimistic on Peloton and upgrading it to a buy, given recent positive business developments and improved financials. Peloton's enterprise business push (gyms/hotels) and broader workout offerings are expanding its addressable market, especially with new partnerships and a growing male demographic. The company has stabilized subscriber numbers, improved gross margins, and remains committed to profitability, making it attractive for potential private equity interest....
Seeking Alpha - 5/14/2025 10:50:53 PM
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IREN Limited (NASDAQ:IREN ) Q3 2025 Earnings Conference Call May 14, 2025 5:00 PM ET Company Participants Mike Power - Director of Investor Relations Daniel Roberts - Co-Founder and Co-Chief Executive Officer Kent Draper - Chief Commercial Officer Belinda Nucifora - Chief Financial Officer Conference Call Participants Nick Giles - B. Riley Securities, Inc. Reginald Smith - JPMorgan Chase & Co. Darren Aftahi - ROTH Capital Partners Operator Good day, and thank you for standing by....
Seeking Alpha - 5/14/2025 10:48:51 PM
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Novavax, Inc. (NASDAQ:NVAX ) BofA Securities 2025 Health Care Conference May 14, 2025 6:00 PM ET Company Participants John Jacobs - President and CEO Jim Kelly - CFO Ruxandra Draghia-Akli - EVP, Head, R&D Conference Call Participants Alec Stranahan - Bank of America Alec Stranahan Joining Day 2 of the 2025 Bank of America Healthcare Conference. My name is Alec Stranahan, Senior Biotech Analyst covering Novavax at Bank of America....
Seeking Alpha - 5/14/2025 10:46:05 PM
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The Beachbody Company, Inc. (NYSE:BODI ) Q1 2025 Earnings Conference Call May 14, 2025 5:00 PM ET Company Participants Bruce Williams – Managing Director-ICR Mark Goldston – Executive Chairman Carl Daikeler – Co-Founder and Chief Executive Officer Brad Ramberg – Interim Chief Financial Officer Conference Call Participants Alec Legg – Canaccord Genuity George Kelly – Roth Capital Partners Chris Sakai – Singular Research Operator Good afternoon. Thank you for attending today's Beachbody Company, Inc. First Quarter 2025 Earnings Conference Call....
Seeking Alpha - 5/14/2025 10:41:31 PM
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Lulu's Fashion Lounge Holdings, Inc. (NASDAQ:LVLU ) Q1 2025 Earnings Conference Call May 14, 2025 5:00 PM ET Company Participants Naomi Beckman-Straus - General Counsel & Corporate Secretary Crystal Landsem - Chief Executive Officer & Director Mark Vos - President & Chief Information Officer Tiffany Smith - Chief Financial Officer Conference Call Participants Operator Good afternoon and welcome to Lulu's First Quarter 2025 Earnings Conference Call. Today's call is being recorded and we have allocated 1 hour for the prepared remarks and Q&A....
Seeking Alpha - 5/14/2025 10:39:03 PM
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Red Cat Holdings, Inc. (NASDAQ:RCAT ) Q1 2025 Earnings Conference Call May 14, 2025 4:30 PM ET Company Participants Chris Ericson - CFO Jeff Thompson - Chairman of the Board, CEO and President Conference Call Participants Ashok Kumar - ThinkEquity Glenn Mattson - Ladenburg Mike Latimore - Northland Capital Markets Operator Good day, and welcome to the Red Cat Holdings First Quarter 2025 Earnings Release and Quarterly Update Conference Call. At this time all participants are in a listen-only-mode....
Seeking Alpha - 5/14/2025 10:38:38 PM
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TORONTO--(BUSINESS WIRE)--Li-Cycle Holdings Corp. (OTCQX: LICYF) (“Li-Cycle” or the “Company”), a leading global lithium-ion battery resource recovery company, today announced that the Company and its subsidiaries in North America (collectively, the “Li-Cycle Group”) have sought and obtained from the Ontario Superior Court of Justice (the “Court”) an order (the "Initial Order") providing them with creditor protection pursuant to Canada's Companies' Creditors Arrangement Act (the "CCAA"). As par....
Business Wire - 5/14/2025 10:30:00 PM
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President Trump was joined by more than 30 top business leaders and CEOs at a lunch in Saudi Arabia during his high-stakes Middle East tour....
CNBC - 5/14/2025 10:24:56 PM
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The U.S. Justice Department on Friday plans to meet with the victims of two fatal Boeing 737 MAX crashes that killed 346 people in 2018 and 2019 ahead of a June 23 trial date the planemaker faces, according to a letter reviewed by Reuters....
Reuters - 5/14/2025 10:22:38 PM
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Boot Barn Holdings, Inc. (NYSE:BOOT ) Q4 2025 Earnings Conference Call May 14, 2025 4:30 PM ET Company Participants Mark Dedovesh - Senior Vice President, Investor Relations and Finance John Hazen - Chief Executive Officer Jim Watkins - Chief Financial Officer Conference Call Participants Amanda Douglas - JPMorgan Peter Keith - Piper Sandler Steven Zaccone - Citi Jay Sole - UBS Max Rakhlenko - TD Cowen Janine Stichter - BTIG Jonathan Komp - Baird Chris Nardone - Bank of America Jeremy Hamblin - Craig-Hallum Capital Group Sam Poser - Williams Trading Ashley Owens - KeyBanc Capital Markets Mitch Kummetz - Seaport Research Jeff Lick - Stephens Corey Tarlowe - Jefferies Operator Good day, everyone, and welcome to the Boot Barn Holdings, Inc. Fourth Quarter 2025 Earnings Conference Call. As a reminder, this call is being recorded....
Seeking Alpha - 5/14/2025 10:21:27 PM
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I remain bullish on Mercury General due to consistent underwriting profits and regulatory tailwinds driving double-digit rate increases. MCY has rebuilt its capital base faster than expected, with strong combined ratios in personal auto and homeowners sectors. Despite wildfire impacts, 1Q 2025 earnings showed a 10% y/y growth in net premiums and a 25% increase in investment income....
Seeking Alpha - 5/14/2025 10:11:57 PM
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