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Seeking Alpha: News

Japan inflation rebounds as Middle East tension spikes transport costs; core inflation quickens as expected

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Spire Global files for resale offering of 5M shares held by stockholders

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AB Volvo GAAP EPS of SEK 4.09, revenue of SEK 110.8B; gives Q2 outlook

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TSMC hits record high after Taiwan loosens fund investment limits; Taiex climbs 3.3%

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Getty Realty signals 2026 AFFO per share of $2.50-$2.52 backed by $125M under contract

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Esquire Financial outlines ~5.90% net interest margin outlook through year-end as Signature deal progresses

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MaxLinear outlines $160M-$170M Q2 revenue outlook as it lifts 2026 optical data center target to $150M-$170M

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U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s removal

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Matson declares $0.36 dividend and 3M share additional buyback

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DeepSeek unveils new AI model, targets OpenAI and Anthropic

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Cannabis selloff hits CRON, ACB, CGC, TLRY, OGI as reclassification seen limited

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Enova anticipates at least 25% 2026 adjusted EPS growth while targeting >25% EPS accretion from Grasshopper

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Friday’s Economic Calendar

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Knowles forecasts Q2 2026 EPS of $0.28 to $0.32 as Precision Devices ramps energy order by end of Q2

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Microsoft offers buyouts to 7% of U.S. workforce amid AI shift: report

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Digital Realty signals 2026 core FFO of $8.00-$8.10 while scaling 1.2 GW under construction

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Newmont expects Cadia to return to 80% capacity in 5 weeks and maintains 2026 guidance with new $6B buyback authorization

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Visteon reaffirms $3.625B-$3.825B 2026 sales outlook amid memory tightness and AI cockpit wins

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Five Point reaffirms ~$100M 2026 net income outlook while authorizing $40M share repurchase

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Robert Half projects Q3 EPS growth of 8% to 12% as Protiviti targets 7% to 9% adjusted segment margins

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Edwards forecasts 9%-11% 2026 sales growth and $2.95-$3.05 adjusted EPS as TAVR guide rises to 7%-9%

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Associated Banc-Corp targets 17% to 19% 2026 period-end loan growth after American National close, with conversion slated for late Q3

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Intel outlines Q2 revenue $13.8B-$14.8B and non-GAAP EPS $0.20 as CPU demand outpaces supply

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KREF outlines plan to cut legacy office exposure to under 10% and authorizes $75M buyback amid dividend reset

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Ameriprise anticipates Huntington Bank onboarding to add $28B and approximately 260 advisers in Q4

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Carlisle reaffirms 2026 outlook of low single-digit revenue growth and ~50 bps margin expansion while targeting $1b buybacks

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SS&C forecasts 2026 adjusted EPS of $6.74-$7.06 while raising revenue outlook to $6.664B-$6.824B

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Sallie Mae expects 2026 EPS of $3.10-$3.20 as it targets incremental $1B in loan sales

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SES AI reaffirms $30M-$35M 2026 revenue outlook as it adds a $20M North America ESS distribution deal

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Patterson-UTI expects to exit Q2 around 92 to 95 rigs as activity inflects higher

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Heritage Financial projects noninterest expense of $56M-$57M in Q4 as Olympic integration continues

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World Kinect forecasts 2026 adjusted EPS of $2.65-$2.85 as it rebrands to World Fuel

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Brandywine outlines $305M asset sales closings in Q2 while planning $100M 7-year financing at ~5.7%

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VeriSign targets 3.1%-4.3% 2026 domain base growth following a $0.71 .com price increase notice

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SkyWest anticipates 2026 GAAP EPS in the $11 area while preparing to launch the CRJ450 with United this fall

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Crude oil gains for the fourth straight day as U.S.-Iran tensions escalate further

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Coursera reaffirms $805M-$815M 2026 revenue outlook while targeting ~$115M run-rate cost synergies within 24 months of Udemy close

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Boyd outlines $650M-$700M 2026 capex plan while reiterating $30M-$35M online EBITDAR guidance

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Medpace sees $1.94B backlog conversion over next 12 months as cancellations rise

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Lockheed Martin Aeronautics wins $177M contract modification for F-35 test jet

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Meritage projects Q2 2026 closings of 3,650-3,900 amid higher-than-anticipated incentives

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Old Republic expects net investment income growth in low to mid-single digits in 2026 while targeting specialty expense ratio below 30%

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Wheat futures rally as spreading drought impacts winter crop

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RTX secures $369.9M contract modification for the F135 engine program

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Helen of Troy outlines FY27 net sales of $1.751B-$1.822B and adjusted EPS of $3.25-$3.75

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Stewart anticipates 3%-5% residential market growth in 2026 while targeting low-teen RES margins

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General Dynamics's unit wins $196M nuclear submarine support deal

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Univest targets 5% to 7% 2026 net interest income growth as it maintains 2% to 3% loan growth outlook

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Duke Energy gets NRC extension to operate Robinson nuclear plant to 2050

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Here are the major earnings before the open Friday

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