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[+7] u/Retropixl: There’s a reason why so many generals and leaders in the past haven’t dared to touch Iran. They knew how stupid it would be. You now have a mess with that Strait that isn’t going to resolve it self anytime soon.
Honestly feels like watching a car crash in slow motion.
[+5] u/Wings2493: OKLO and NVDA partnership can’t wait to see the incoming comments
[+5] u/frankowen18: I find this pretty useful in times like these [whatsdipping](http://www.whatsdipping.com)
[+12] u/SportsGuru4714: This whole SaaS and AI situation has to be one of the most irrational market sentiments I've seen in a sector in a VERY long time.
[+11] u/IvoryTowerResident: Intel Corporation
Revenue $13.6B vs $12.4B estimated.
EPS $0.29 vs $0.01 estimated.
Extremely bullish CEO comments: AI demand off the charts. Supply tight. Pricing power improving.
[+9] u/wynveen: Grandma would be proud
[+7] u/Current_Animator7546: Bears have tried seeding a few mines the last day or so. Not working
[+7] u/AyumiHikaru: Finally INTC made new ATH
[+7] u/_hiddenscout: **Knowles Corporation (NYSE: KN)** reported 1Q 2026 revenue of **$153M** (+16%), non-GAAP gross profit of **$69.7M** (+27%), and non-GAAP diluted EPS of **$0.27** (+50%).
Results met or exceeded the high end of guidance, driven by strong demand in Medtech, Defense, and Electrification markets. GAAP diluted EPS was **$0.13**, up from $0.00 in the prior year.
For 2Q 2026, Knowles provided revenue guidance of **$152M to $162M** and non-GAAP EPS of **$0.28 to $0.32**, with projected operating cash flow of **$20M to $30M**.
Mr. Niew continued, “We are executing on our strategy, continuing to leverage our unique technologies, creating custom products through our customer application intimacy, and then scaling into production with our world-class operational capabilities. Our end markets of Medtech, Defense, Industrial and Electrification are also benefiting from strong secular growth trends. With this powerful combination, our revenue grew 16% on a year-over-year basis in the first quarter, exceeding our five-year annual organic growth target. Our revenue growth was complemented by substantial gross margin expansion resulting in significant year-over-year EPS growth.”
“We have numerous new design wins ramping across multiple end markets and a very healthy backlog of existing orders, positioning us well to continue to deliver year over year organic revenue and adjusted EBITDA growth in 2026 above the high-end of our annual growth targets as presented in our May 2025 investor day,” stated Mr. Niew.
[+6] u/_hiddenscout: Market cap is too small to name, but called it being an interesting case study, since the company has like half the market cap in cash and no debt. Growing revenues nicely too.
Looks like it's having a really nice pop today, up like 25% as of now. I think there is some activist investors that trying to get the company to do something with the cash, like buy back stock or maybe a dividend.
I still think if you can buy companies with low debt and growing revenues, you can do well. No position, but really cool to see it getting some love out there.
[+6] u/FarrisAT: I’ll give Donnie kudos.
He sure is loyal to one nation over everything else.
[+6] u/ComprehensiveKiwi489: Crazy - In less than a year, Intel went from a sub $100B market cap, to over $400B.
[+6] u/_hiddenscout: Initial Jobless Claims 214K, Exp. 210K, Last 208K
Continuing Claims 1821K, Exp. 1816K, Last 1809K
[+6] u/atdharris: Best planned war ever! Well done!
[+6] u/Current_Animator7546: Market is going to feast so long as we get these earnings. Good stuff. Intel pump is vertical
[+5] u/FistEnergy: VERY heavy sell volume in the last 10 minutes, wow
[+5] u/failgubbe: So we're back to software getting dunked on again?
[+5] u/_hiddenscout: **Comfort Systems USA (NYSE: FIX)** reported 1Q 2026 revenue of **$2.51B** (+37%), segment profit of **$328M** (+68%), and diluted EPS of **$8.12** (+71%).
Results significantly beat analyst expectations of **$2.39B** revenue and **$6.81** EPS. Backlog reached a record **$12.2B**, driven by hyperscale data center demand and industrial expansion.
The board increased the quarterly dividend to **$0.70** (+17%), and the company remains on track to expand its modular manufacturing capacity to **4M sq. ft.** by year-end
Brian Lane, Comfort Systems USA’s Chief Executive Officer, said, “Our growing teams continue to achieve masterful performance across the United States, and their excellence and dedication is delivering unmatched outcomes for our customers and communities. Thanks to these teams, Comfort Systems USA is achieving unprecedented results for our shareholders, including organic revenue growth this quarter of 51% compared to the same quarter of last year, and per share earnings that have more than doubled over the same period. In addition to our record growth and profitability, we achieved more than $375 million of quarterly cash flow.”
Mr. Lane concluded, “Our capabilities and reputation, combined with robust ongoing demand, resulted in higher backlog even with increased burn rates. Considering recent bookings, underlying persistent demand, and our strong pipelines, we are optimistic about our prospects for the next several quarters.”
[+5] u/elgrandorado: It is damn impressive how NOW has tanked all of software. Even companies that aren't related like Nintendo or Moody's are down multiple %
[+5] u/UnObtainium17: And just a couple of days ago my dumb ass was thinking maybe it is now time to average down on NOW after it got a string of green days.
[+5] u/Few-Character7932: PSA Announcement
When Trump administration starts bragging about ATH whether it be NASDAQ or S&P 500. A dip is coming.
[+5] u/Incubus-311: Working at a company and having access to financial information and projections has made me realize how BS analyst price targets are. NOTHING HAS CHANGED in our projections the past 3 months, and our stock price has dropped almost 40%, and of course analysts have been gradually updating their projections to lower their targets as this drop occurs for fabricated but seemingly plausible reasons. It’s hilarious.
[+5] u/NotGucci: Intc ER call is insane.
Don't see supply catching up to demand for another few years. Raising prices by 20%+ and still selling out. This is wild to casually raise prices and demand doesn't slow down.
I really wonder what capex is going look like for amzn, Google and msft.
So far ER season has been phenomenal. None of the CEO during ER calls seem overly stressed about the Iran conflict either.