Amazon reports triple-digit growth in AI revenue and chip business, driven by $200 billion capital expenditure plan for 2026. Amazon’s first-quarter results highlighted a 100%+ increase in AI revenue, fueled by its $200 billion capital expenditure plan set for 2026. The co
The acquisition aims to expand AMETEK’s industrial tech portfolio with $1.1 billion in annual sales and high recurring revenue. AMETEK announced a $5 billion cash deal to acquire Indicor’s Instrumentation businesses, targeting strategic growth in its industrial technology
Compass Diversified reduced debt by over $280 million after divesting Sterno’s food service business, improving leverage metrics. Compass Diversified (NYSE:CODI) reported a 6.3% increase in subsidiary adjusted EBITDA to $83.9 million for Q1, driven by strong consumer brand
Key Points - Claros Mortgage Trust reported a Q1 2026 GAAP net loss of $0.39 per share, with distributable loss of $0.52 per share. Management said the company remains focused on reducing risk, resolving watchlist assets and lowering leverage. - The company made significan
Key Points - Compass Minerals improved profitability in Q2 even as revenue fell 8% to $453 million, with adjusted EBITDA rising 3.3% to $86 million and margin expanding to 19.1%. Management said lower SG&A and better segment margins helped offset weaker highway deicing sal
Canadian Natural Resources boosts shareholder returns after debt falls below CAD 16 billion, triggering higher payout ratios. Canadian Natural Resources reported Q1 2026 adjusted net earnings of CAD 2.4 billion, driven by production averaging 1.643 million barrels of oil e
The company lifted its full-year adjusted EBITDA guidance to $1.24 billion-$1.30 billion following stronger Q1 profitability. Clean Harbors reported first-quarter revenue of $1.46 billion, a 2% year-over-year increase, while adjusted EBITDA rose 6% to $248 million. The com
Capital One's Q1 earnings miss raises concerns about consumer financial strain Capital One reported $15.2 billion in revenue, resulting in an adjusted per-share profit of $4.42. The company's loan-loss provision came in at $4.07 billion, exceeding estimates of $3.77 b
Charles Schwab research highlights risks of misinterpreting low price-to-earnings ratios in a market trading above historical averages. Charles Schwab’s research team cautioned investors against assuming stocks with low price-to-earnings ratios are undervalued. The S&P 500
Brookfield Corporation reports a 19% annualized total return over three decades, surpassing the S&P 500 and Berkshire Hathaway. Brookfield Corporation (NYSE: BN) has achieved a 19% annualized total return over the past 30 years, outperforming the S&P 500 and Berkshire Hath