Bloom Energy’s stock rises as investors bet on increased demand for its fuel cells from AI data centers and clean energy needs. Bloom Energy Corporation (NYSE:BE) closed at $289.76 on May 13, 2026, reflecting a strong one-month return as demand for its solid-oxide fuel cel
Goldman Sachs data shows retail traders now hold $12 trillion in equities, accounting for 20% of US equity volumes. Retail trading volumes in the S&P 500 have climbed 28% since mid-April, coinciding with a 29% rally in a basket of retail-favored stocks. Goldman Sachs attri
AI chipmaker Cerebras raises valuation above marketed range in largest IPO of 2026, reflecting strong investor demand. Cerebras Systems priced its initial public offering at $185 per share, above its $150-$160 marketed range, valuing the company at approximately $40 billio
In its first-quarter 2026 investor letter, Polen 5Perspectives Small Growth Strategy highlighted Argan, Inc. (NYSE:AGX) as a leading contributor. Argan, Inc. (NYSE:AGX) is a holding company that provides construction, commissioning, maintenance and related services to powe
In its first-quarter 2026 investor letter, Polen 5Perspectives Small Growth Strategy highlighted Powell Industries, Inc. (NASDAQ:POWL) as a leading contributor. Powell Industries, Inc. (NASDAQ:POWL) is an industrial company that designs, develops, manufactures, sells, and
Key Points - Resideo beat first-quarter expectations, with net revenue up 8% year over year to more than $1.9 billion and adjusted EPS of $0.65. The company reaffirmed its full-year 2026 guidance despite soft end markets and inflationary pressure. - Both main segments post
Key Points - RGA posted a strong Q1 2026, with pre-tax adjusted operating income of $611 million and adjusted operating ROE of 16.2%. Management said the quarter benefited from broad-based strength across Asia Pacific, EMEA and the U.S. - Claims experience was notably favo
Key Points - AIRO Group reported Q1 2026 revenue of $8.9 million, down from $11.8 million a year ago, and posted a wider loss as it continues post-IPO investments and a mix shift toward drone upgrades. Management said the quarter was in line with expectations and reiterate
Key Points - RPC’s first-quarter 2026 revenue rose 7% sequentially to $455 million as activity improved across most service lines, but profitability softened due to job mix, fuel costs and working-capital pressure. Adjusted EBITDA slipped to $53.5 million and adjusted EPS
Key Points - Accelerant beat Q1 expectations with Exchange Written Premium of $1.14 billion, up 16% year over year, and Adjusted EBITDA of $66 million. Management said the company exceeded the midpoint of guidance and posted stronger revenue and profitability across key se