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FORGOTTEN HISTORY: 33 - The Untold Story

Elbit Systems Q1 Earnings Call Highlights

Elbit Systems (NASDAQ:ESLT) reported a stronger first quarter of 2026, with management highlighting double-digit growth in revenue, operating profit and earnings per share, as well as a record backlog that surpassed $30 billion for the first time. Kobi Kagan, the company’s chief financial officer,

Freightos Q1 Earnings Call Highlights

Freightos (NASDAQ:CRGO) reported a softer-than-expected first quarter as disruptions in Middle East trade corridors weighed on transaction activity, even as the company said it continued to expand its carrier network and build its solutions pipeline. Chief Executive Pablo Pinillos, who stepped into

5 Stocks Winning the AI Race While Everyone Watches NVIDIA

5 Stocks Winning the AI Race While Everyone Watches NVIDIA

The real AI growth story has shifted to physical infrastructure. Keith Kaplan of TradeSmith identifies 5 stocks across memory, photonics, cooling, power, and the grid that still have significant upside.

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Kymera Therapeutics Stays on Track With KT-621 Trials, Teases IRF5 Data

Kymera Therapeutics (NASDAQ:KYMR) executives said the company remains on track with key clinical timelines for its lead degrader programs, including KT-621 in atopic dermatitis and asthma, while preparing to share additional data from its IRF5 program later this year. Speaking at an RBC Capital Mar

Yatsen Q1 Earnings Call Highlights

Yatsen (NYSE:YSG) reported first-quarter 2026 revenue growth that management said reflected continued momentum in its skincare portfolio, even as higher marketing spending and platform traffic costs contributed to wider losses. The Guangzhou-based beauty company said total net revenues rose 22.5% y

Berkshire Sells Visa, Domino's, and Pool Corp: Should You Follow?

Berkshire Hathaway's first 13F under Greg Abel shows 16 exited positions and a record $397 billion cash pile. What can we learn from the positions he closed?

Why Walmart’s Rally May Need a Reset

Walmart is on track to pull back by mid-year, potentially shaving $10 to $20 off of its stock price and opening an attractive buying opportunity.

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Karyopharm Therapeutics Spotlights Selinexor Milestones, ASCO Data and Cancer Trial Readouts

Karyopharm Therapeutics (NASDAQ:KPTI) executives used an H.C. Wainwright BioConnect Conference appearance to highlight upcoming clinical and regulatory milestones for selinexor, the company’s oral nuclear export inhibitor marketed as XPOVIO in multiple myeloma. Chief Executive Officer Richard Pauls

Cloud-flation: Dell's On-Premise AI Bet Pays Off

Cloud-flation: Dell's On-Premise AI Bet Pays Off

Dell Technologies drives an enterprise hardware transformation by providing powerful, localized artificial intelligence infrastructure worldwide.

Alphabet Just Unveiled Its Most Ambitious AI Lineup Yet

Alphabet Just Unveiled Its Most Ambitious AI Lineup Yet

At Google I/O 2026, Alphabet unveiled a suite of new AI models and features, including Gemini 3.5 Flash, Omni, and Antigravity 2.0, as it looks to sharpen its competitive edge.

Atalaya Mining Q1 Earnings Call Highlights

Atalaya Mining (LON:ATYM) reported first-quarter 2026 results that were held back by heavy rainfall in Spain, but management said stronger metal prices, silver credits and unusually favorable concentrate market conditions helped offset the production shortfall. Chief Executive Officer Alberto Lavan

Karyopharm Therapeutics Teases ASCO SENTRY Data as FDA Path Comes Into Focus

Karyopharm Therapeutics (NASDAQ:KPTI) executives said the company expects to provide a fuller presentation of its Phase 3 SENTRY trial data for selinexor in myelofibrosis at the upcoming ASCO conference, while also outlining expected regulatory engagement and other development priorities during a re

KLA Flags Stronger Chip Equipment Demand, Rare 2027 Visibility at JPMorgan Conference

KLA (NASDAQ:KLAC) is seeing stronger momentum across semiconductor equipment markets than it expected earlier in the year, with demand improving across leading-edge logic, memory and advanced packaging, Chief Financial Officer Bren Higgins said at J.P. Morgan’s 54th annual Global Technology, Media a

J.B. Hunt Highlights Intermodal Share Gains, Pricing Upside at Wolfe Conference

J.B. Hunt Transport Services (NASDAQ:JBHT) executives said intermodal demand remains “pretty good,” with volume gains driven more by company-specific share wins than by a broadly robust freight market, during a Wolfe Research conference session moderated by Scott Group, managing director and senior

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Disc Medicine Eyes Mid-2026 Bitopertin Approval as EPP Trial Demand Surges

Disc Medicine (NASDAQ:IRON) Chief Executive Officer John Quisel said patient demand for the company’s bitopertin program in erythropoietic protoporphyria, or EPP, remains strong after the company enrolled 183 patients in the APOLLO confirmatory study, above its original target of 150. Speaking at a

JOYY Q1 Earnings Call Highlights

JOYY (NASDAQ:YY) reported its strongest year-over-year revenue growth in recent years in the first quarter of 2026, as its social entertainment business returned to growth and newer businesses in advertising technology and commerce continued to scale. The company said total net revenue rose 12.4% y

Opus Genetics Touts Retinal Gene Therapy Pipeline, September BEST1 Data Catalyst

Opus Genetics (NASDAQ:IRD) is advancing a portfolio of gene therapies for inherited retinal diseases, with two programs already in the clinic and three more expected to enter clinical testing within the next 12 months, President Dr. Ben Yerxa said during a fireside chat at RBC Capital Markets’ 2026

PPDAI Group Q1 Earnings Call Highlights

PPDAI Group (NYSE:FINV), referred to on the call as FinVolution Group, reported a steady first quarter of 2026 as management highlighted improving credit trends in China, continued overseas growth and a new reporting structure designed to give investors more visibility into its international operati

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Ionis Pharmaceuticals Eyes Big Year With TRYNGOLZA Decision, 5 Phase 3 Readouts

Ionis Pharmaceuticals (NASDAQ:IONS) highlighted a busy slate of regulatory decisions, clinical readouts and partnered programs during a presentation at RBC Capital Markets’ Global Healthcare Conference, with Chief Development Officer Holly Kordasiewicz saying the company is moving from recent launch

Intel CEO Touts Balance Sheet Progress, Foundry Gains and AI CPU Demand

Intel (NASDAQ:INTC) Chief Executive Officer Lip-Bu Tan said the company has made progress on strengthening its balance sheet, improving execution and rebuilding customer trust, while acknowledging that its foundry ambitions remain a long-term effort. Speaking with J.P. Morgan semiconductor analyst

Intapp Says AI Is Driving Demand as Celeste Tackles Compliance Risks

Intapp (NASDAQ:INTA) executives said artificial intelligence is emerging as a demand driver for the company’s professional-services software platform, particularly as large law firms, accounting firms, consulting firms, investment banks and private capital firms look for compliant ways to automate w

Inovio Pharmaceuticals Shareholders Back Board as INO-3107 FDA Review Advances

Inovio Pharmaceuticals (NASDAQ:INO) shareholders approved all proposals presented at the company’s 2026 annual meeting, including the election of eight directors and the ratification of Ernst & Young LLP as the company’s independent registered public accounting firm for the year ending Dec. 31,

Incyte Sets Mid-Year Phase 3 Trial for CALR Antibody 989 as Pipeline Updates Roll Out

Incyte (NASDAQ:INCY) Chief Medical Officer Steven Stein outlined the company’s development priorities across hematology, oncology and immunology, with a particular focus on its mutant CALR antibody 989, during a company news event. Stein said myeloproliferative neoplasms remain “front and center” f

SpaceX Gets the Attention, But These 4 Stocks Could Get the Returns

InvestorPlace's Luke Lango argues the SpaceX IPO signals a broader AI empire play, naming RDW, HSAI, ARM, and CRWV as his top positioned stocks.

Microsoft Stock Discount May Be Ending as AI Catalysts Build

Microsoft stock may be nearing the end of its valuation discount as several catalysts and bullish technical signals create new upside potential for MSFT shares.

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