The team discusses GameStop’s proposal to buy eBay, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.
Archer Daniels Midland (NYSE:ADM) stockholders elected all 13 director nominees and approved several management-backed proposals at the company’s 103rd annual meeting, while rejecting a shareholder proposal seeking additional disclosure on pesticide use data tied to ADM’s regenerative agriculture pr
Burford Capital (NYSE:BUR) executives used the company’s first-quarter 2026 earnings call to address the recent setback in its YPF-related litigation, while emphasizing what management described as the strength, cash-generating potential and diversification of its core litigation finance business.
BrightView (NYSE:BV) executives said the company reached a turning point in its second quarter of fiscal 2026, with growth in its core landscape maintenance business helping drive higher revenue and record quarterly adjusted EBITDA.
President and CEO Dale Asplund said BrightView’s transformation st
BlueLinx (NYSE:BXC) reported higher first-quarter sales and adjusted EBITDA as the building products distributor cited specialty product growth, the contribution from Disdero Lumber Company and stronger structural margins, while management warned that housing demand remains soft and expectations for
BorgWarner (NYSE:BWA) reported first-quarter sales of about $3.5 billion and said its profitability improved despite lower production volumes and continued weakness in its battery business, as management reaffirmed its full-year 2026 outlook.
President and Chief Executive Officer Joe Fadool said Bo
Banco Santander Chile (NYSE:BSAC) said first-quarter profitability remained strong despite a more uncertain macroeconomic backdrop, with management pointing to higher inflation as a near-term support for margins while cautioning that weaker growth and household pressures could weigh later in the yea
Baytex Energy (NYSE:BTE) reported a stronger-than-expected first quarter and raised its 2026 production outlook, citing outperformance across its heavy oil portfolio and continued development in the Duvernay.
President and Chief Executive Officer Chad Lundberg, speaking on his first earnings call i
As AI demand keeps rising, Super Micro wants to pair its servers with nuclear-powered energy solutions to tackle growing power needs – a move that could put SMCI back in investors’ good books.
Applied Digital's new $7.5 billion AI deal could change everything, but investors need to weigh the upside against debt, valuation, and execution risk.
Strategy Inc. (NASDAQ:MSTR) co-founder Michael Saylor recently expressed a view on the diminishing value of hard work amid the rise of artificial intelligence.
Accel Entertainment (NYSE:ACEL) held its 2026 Annual Meeting of Stockholders, with shareholders voting to elect directors, approve executive compensation on an advisory basis and ratify the company’s independent auditor for the current fiscal year.
Andrew Rubenstein, Accel’s President and Chief Exe
Dutch Bros (NYSE:BROS) reported stronger-than-expected first-quarter results and raised its full-year outlook, with management citing sustained transaction growth, food rollout momentum, beverage innovation and an accelerated development pipeline.
On the company’s May 6 earnings call, Christine Bar
Bowlero (NYSE:BOWL), referred to by executives on the call as Lucky Strike Entertainment, reported a modest increase in fiscal third-quarter revenue and its second consecutive quarter of positive same-store sales, while management lowered its fiscal 2026 outlook to reflect weaker consumer trends lat
Bob's Discount Furniture (NYSE:BOBS) reported first-quarter net revenue growth and reaffirmed its full-year outlook, with executives saying the furniture retailer gained share despite weather disruptions, a soft housing backdrop and continued pressure across the home furnishings category.
On the co
BKV (NYSE:BKV) reported a strong start to 2026, with executives highlighting upstream production near the high end of guidance, growing carbon capture operations and increased investment in power generation tied to data center demand during the company’s first-quarter earnings call.
Chief Executive
Blend Labs (NYSE:BLND) reported first-quarter 2026 results above its guidance ranges, as management highlighted growth in its mortgage and consumer banking businesses and outlined an expanded artificial intelligence strategy centered on its Autopilot product.
On the company’s earnings call, Nima Gh
BlackSky Technology (NYSE:BKSY) raised its 2026 revenue and adjusted EBITDA outlook after reporting first-quarter results that management said reflected accelerating demand for its Gen-3 satellite imagery and AI-enabled intelligence services.
Chief Executive Officer Brian O'Toole said on the compan
Bill Ackman’s high-profile Pershing Square USA IPO quickly slid below its offering price, and while he attributes the selloff to retail-driven technical pressure, questions remain about whether deeper structural factors are to blame.
Berkshire Hathaway holds $347 billion in cash as BRK.B trails the S&P 500 by 39 points over the past year, prompting one analyst to favor Constellation Software as a value alternative.
