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[+6] u/asraniel: I wonder how long stocks and oil can rally together. I mean, i really wonder about it. my understanding is that historically, high oil prices are bad for the economy, but this time around that does not seem the case. Or is it just delayed? I say this because oil seems to be up another 3-4 % right now
[+14] u/toonguy84: Holy shit, Google smashed EPS
EPS of $5.11 beating expectations of $2.6
Revenue of $109.9B beating expectations of $107.2B
[+13] u/Hoof_Hearted12: Bought 100 shares of Google in the 150s last year, kicking myself for not going full port. What a company.
[+10] u/IvoryTowerResident: >SpaceX's board has approved a new compensation package for Elon Musk ahead of its record-setting IPO.
>The package includes:
>200 million super-voting shares if SpaceX hits a $7.5 trillion valuation and establishes a permanent Mars colony with at least 1 million people
>Additional 60.4 million shares if SpaceX reaches certain valuation goals and operates data centers in space delivering 100 terawatts of compute
>Elon Musk will not receive a single share if the company fails to reach the board's valuation targets
>Elon Musk has received a salary from SpaceX of $54,080 per year since 2019.
The 1 million people colony on Mars really gets me
[+9] u/achay10: Wall Street traders have cooked up a new food-themed acronym for President **Donald Trump’s** Iran war deadlock – “NACHO” – as the Strait of Hormuz disruption drags on and keeps oil markets on edge.
The label has reportedly emerged in trading circles where skepticism of the president’s ability to reopen the strait, a key global energy trade route, is now such a trend that it merits its own code name.
Bloomberg columnist **Javier Blas** revealed “NACHO” on Wednesday, citing a trader who told him the acronym stands for: “Not A Chance Hormuz Opens.”
[https://www.mediaite.com/media/news/move-over-taco-nacho-is-the-new-word-to-mock-trump-on-wall-street-heres-what-it-means/](https://www.mediaite.com/media/news/move-over-taco-nacho-is-the-new-word-to-mock-trump-on-wall-street-heres-what-it-means/)
[+8] u/Seastep: JPow should be Time's Person of the Year.
[+8] u/gigaCHADjeromePOWELL: I'M NOT FUCKING LEAVING!
[+7] u/_hiddenscout: **Meta (Nasdaq: META)** reported Q1 2026 results for the quarter ended March 31, 2026, with **revenue $56.31B** (+33% YoY), **net income $26.77B** (+61% YoY) and **diluted EPS $10.44** (+62% YoY).
Key operational metrics: Family daily active people 3.56B (Mar average), ad impressions +19% YoY, average price per ad +12% YoY. Q1 costs $33.44B; capital expenditures $19.84B. Company recognized an $8.03B tax benefit tied to U.S. Treasury Notice 2026-7. Q2 revenue guidance: $58–61B; full‑year expenses $162–169B; revised 2026 capex $125–145B.
[+7] u/FistEnergy: What am I missing? The SOFI earnings report looks pretty good to me and this seems like a "buy the dip" situation.
[+7] u/chinaski73: WooHoo Powell is stayin on as a fed governor
[+6] u/_hiddenscout: AerCap (NYSE:AER) reported record Q1 2026 results: GAAP net income of $818 million ($4.96/share) and adjusted net income of $889 million ($5.39/share). The company raised full‑year 2026 adjusted EPS guidance to ~$14.50 and approved a new $1.0 billion share repurchase program through December 31, 2026.
Key metrics: $1.5 billion asset sales with $291 million gains, cash flow from operations of $1.4 billion, book value per share $116.67, adjusted debt/equity 2.1x, and repurchases of 5.4 million shares for $745 million in Q1.
[+6] u/_hiddenscout: Amphenol (NYSE: APH) reported Q1 2026 revenue of $3.95 billion, up 15% year-over-year, and GAAP diluted EPS of $0.98, up 23%. Operating earnings reached approximately $829.5 million with a 21.0% operating margin (21.3% adjusted). Cash from operations was $708 million, with free cash flow totaling $597 million.
The company announced a 50% increase in its quarterly dividend to $0.165 per share and repurchased 1.3 million shares during the quarter. Following the acquisition of Carlisle Interconnect Technologies (CIT), Amphenol updated its full-year 2026 guidance, projecting sales between $16.20 billion and $16.50 billion and adjusted EPS between $3.70 and $3.80.
• AI Infrastructure Demand: Highlighted "extraordinary" demand for high-speed power and fiber optic interconnects driven by the global build-out of Artificial Intelligence infrastructure.
• Strategic M&A: Emphasized the completion of the Carlisle Interconnect Technologies (CIT) acquisition, noting it significantly bolsters Amphenol's position in the high-growth commercial air, defense, and industrial markets.
• Operational Agility: Attributed the record margins and sales to the company’s decentralized "entrepreneurial" structure, which allowed them to navigate supply chain shifts while capturing 9% organic growth.
• Aerospace Recovery: Pointed to the continued rebound in commercial aerospace and the "harsh environment" applications as a primary driver for the strong start to the year.
[+6] u/Imaginary-Lake28: Another day, another BRKB stagnation. Fascinating stock.
Berkshire loved japanese companies so much it became one.
[+6] u/_hiddenscout: Carpenter Technology (NYSE: CRS) reported Q3 fiscal 2026 operating income of $186.5 million, up 35% year-over-year, and diluted EPS of $2.77, significantly beating consensus estimates.
The Specialty Alloys Operations (SAO) segment was a primary driver, delivering $208.0 million in operating income with an adjusted operating margin of 35.6%. Operating cash flow for the quarter improved due to higher earnings and working capital management, while capital expenditures reached $68.7 million to support brownfield expansions.
The company raised its full-year fiscal 2026 operating income guidance to $680 million–$700 million (representing 30–33% growth) and increased its adjusted free cash flow outlook to at least $280 million. During the quarter, Carpenter executed $32.1 million in share repurchases and declared a quarterly dividend of $0.20 per share.
• Early-Stage Growth Cycle: Emphasized that these record results come while the Aerospace and Defense end-use markets are only at the "beginning of a growth cycle," suggesting a long-term runway for demand.
[+6] u/drew-gen-x: Universal Music Group said on Wednesday it would sell half of its equity stake in Spotify and double its share buyback programme, as it reported first-quarter revenue held back by a weaker U.S. dollar.
UMG said proceeds from the stake reduction would be used for the buyback and also shared with artists.
[https://finance.yahoo.com/markets/stocks/articles/universal-music-sell-half-spotify-161148897.html](https://finance.yahoo.com/markets/stocks/articles/universal-music-sell-half-spotify-161148897.html)
This appears to be a big FU response to Bill Ackman bid.
"The move comes three weeks after activist investor Bill Ackman made an unsolicited $64 billion bid for UMG, arguing the market was not fully valuing its 2.7-billion-euro Spotify stake
UMG's board has now moved independently, approving a sale on its own terms rather than returning the proceeds directly to shareholders, as Ackman had advocated.."
[+5] u/_hiddenscout: General Dynamics (NYSE: GD) reported Q1 2026 revenue of $13.5 billion, up 10.3% year-over-year, and diluted EPS of $4.10, up 12%. Operating earnings were $1.4 billion with a 10.5% operating margin. Cash from operations was $2.2 billion (192% of net earnings).
Orders totaled $26.6 billion; consolidated book-to-bill was 2-to-1. Total estimated contract value and backlog were $188.4 billion (backlog $130.8B; estimated potential $57.6B). The company paid $405 million in dividends, invested $203 million in capital expenditures, and ended the quarter with $3.7 billion cash.
[+5] u/Powerful-Load-4684: The Reddit meme basket is getting crushed today
[+5] u/Peshhhh: gas is up 5% this week
[+5] u/millerlit: AMZN down about 1.5%, MSFT up 2%, META down 6%,, GOOGL up about 3.5% on early earnings reactions
[+5] u/fakemedicines: I should stop trying to be smart and just put all my money into GOOG
[+5] u/Incubus-311: Pre earnings:
1) sold 30% of google
2) bought sofi
3) bought meta
I'm good at this :)
please inverse me for profits next time.