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White Paper: State of the Industry – May 2026

22h
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FOA Q1 2026 Earnings Call Transcript

22h
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BlueLinx (BXC) Q1 2026 Earnings Transcript

22h
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Hagerty HGTY Q1 2026 Earnings Call Transcript

22h
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Bernstein Hikes ServiceNow Price Target to $236: Was the Analyst Day a Win or a Trap?

22h
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These Stocks Are Today’s Movers: AMD, Intel, Corning, Uber, Super Micro, Disney, Arista, DaVita, and More

22h
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Hecla Mining (HL) Q1 2026 Earnings Transcript

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1 Unstoppable Vanguard ETF to Buy and Hold for the Next Decade

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Mellitah Advances $1.6 Billion Bouri Gas Project Ahead of Schedule

23h
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GXO raises 2026 outlook, dismisses Amazon logistics threat

23h
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New York Times Q1 2026 earnings beat on digital subscriber growth

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JJSF Q2 2026 Earnings Call Transcript

23h
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Compass (COMP) Q1 2026 Earnings Call Transcript

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Amwell (AMWL) Q1 2026 Earnings Transcript

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'Shark Tank' Investor Kevin O'Leary Wants To Build A Huge AI Datacenter In Utah To Stop China In Its Tracks

23h
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Intapp (INTA) Q3 2026 Earnings Transcript

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Marriott Vacations Worldwide Q1 2026 earnings miss, holds outlook

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St Louis Fed's Musalem more worried about inflation than jobs now, sees holding rates for 'some time'

23h
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Microsoft Corporation (MSFT) Slid Amid Broad-Based Sell-Off in Software Companies

23h
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Onsemi CEO issues bold 2-word message after earnings

23h
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Manitowoc (MTW) Q1 2026 Earnings Transcript

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BlackLine (BL) Q1 2026 Earnings Transcript

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This Is the Part of the AI Boom Nobody Is Talking About -- and the Stock Sitting at the Center of It

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Maryland is moving to ban companies like Walmart and Kroger from ‘surveillance pricing’ — what it is and how to avoid it

23h
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Morgan Stanley launches crypto trading on E*Trade at lower fees

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Fleet Safety Starts in the C-Suite

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Why AMD Stock Exploded Higher Today

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CHCT Q1 2026 Earnings Call Transcript

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Conestoga Capital Advisors Sold Paylocity Holding Corp. (PCTY) in Q1

23h
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Here’s What Makes CACI International (CACI) an Investment Bet

23h
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Novo Nordisk Swallows the Competition with Wegovy Pill Surge

23h
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AMD Proves Skeptics Wrong. Stock Soars On Bullish Report.

23h
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Corning stock surges to intraday high after company lands $500 million Nvidia deal

23h
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Morgan Stanley Adds Crypto Trading to E*Trade With 0.50% Transaction Fees

23h
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TransMedics (TMDX) Q1 2026 Earnings Transcript

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Lumen Technologies to acquire Alkira for $475 million

23h
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US Foods Rebound From Pandemic Years Continues to Reward Investors

23h
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PFGC Q3 2026 Earnings Transcript

23h
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Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple

23h
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Skull Valley Tailings Evaluation Advances as MineralRite (RITE) Expands Project Activity

23h
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Here’s What Led Tyler Technologies’ (TYL) Relative Weakness

23h
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Curtiss-Wright Corporation (CW) a Moderate Buy, Per Wall Street

23h
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USSF Selects Lockheed Martin Corporation (LMT) For Space-Based Interceptor Program

23h
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Northrop Grumman Corporation (NOC): Among the Best Large Cap Defense Stocks to Buy According to Hedge Funds

23h
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BWX Technologies, Inc. (BWXT) Reports Q1 2026 Results

23h
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Is General Dynamics Corporation (GD) One of the Best Large Cap Defense Stocks to Buy According to Hedge Funds?

23h
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Deutsche Bank Lifts Price Target on Woodward, Inc. (WWD) to $470, Maintains Buy Rating

23h
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TransDigm Group Incorporated (TDG) Reports Financial Results For Q2 2026

23h
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RTX Corporation (RTX): One of the Best Large Cap Defense Stocks to Buy According to Hedge Funds

23h
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The Boeing Company (BA), U.S. Navy Complete First Test Flight of MQ-25A Stingray

23h
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Entries updated May 7, 2026 06:43:22 AM PDT

Questions? Suggestions? alex@sumi.news