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Seeking Alpha: News

Viking outlines 52-week VANQUISH extension and plans oral VK2735 Phase III start in Q4 2026

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BASF beats top-line and bottom-line estimates; reaffirms FY26 outlook

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France inflation expected to rise to 2.2%, GDP growth stalled

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Billionaire investor Barry Sternlicht’s Starwood Capital halts redemptions from REIT

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McGrath projects 2026 revenue of $945M-$995M while keeping adjusted EBITDA outlook of $360M-$378M

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PUMA names Mark Langer CFO as Markus Neubrand steps down in 2026 transition

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Nvidia’s NVentures invests in Swedish AI legal tech Legora at $5.6B valuation, CNBC reports

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Asian equities retreat as hawkish Fed cues, energy volatility, and mixed tech earnings sour sentiment

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Equinix raises 2026 total revenue growth outlook to 10%-11% while shifting Hampton xScale economics into Q2

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SoftBank targets $100B IPO for AI robotics venture Roze

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Cheesecake Factory outlines 2026 revenue of ~$3.91B while targeting up to 26 openings

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Australia’s Q1 export prices slow to 0.5% growth as iron ore weakness weighs; iImport prices increased by 0.1%

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Amazon discusses 'The Apprentice' reboot, with Don Jr. as potential host - WSJ

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Procept projects $390M-$410M 2026 revenue as Hydros pricing guides $450K-$460K for rest of year

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West Enclave Merger prices $100M IPO at $10 per share

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China April PMI: Factory growth beats expectations at 50.3; services slump to 49.4

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Standard Chartered tops forecasts, downplays Gulf conflict risks

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Japan economic update: Retail sales surge 1.7% on stimulus while industrial output stumbles

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Red Rock outlines $385M Durango North expansion opening in summer 2027 while holding 2026 capex at $375M-$425M

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Société Générale Société anonyme Non-GAAP EPS of €2.05, revenue of €7.11B

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Apollo, Blackstone and KKR in race for Shell’s LNG Canada stake: Reuters

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ArcelorMittal reports mixed Q1 results; reaffirms FY26 capex outlook

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Samsung Electronics Q1 profit jumps eightfold on AI chip demand

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ING Group reports Q1 results; reaffirms outlook for 2026 and 2027

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Pulmonx reiterates $90M-$92M 2026 revenue guidance amid cost cuts and expects return to growth in 2H 2026

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KKR explores potential $10B deal for ex-Unilever spread business - report

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Pentagon’s $25B Iran war estimate seen as low, excludes base rebuilding costs: report

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Northeast Community Bancorp GAAP EPS of $0.74 misses by $0.01, revenue of $24.92M misses by $1.5M

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Conmed projects 2026 organic growth of 5.0% to 6.5% while refinancing debt and exiting GI

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Climb Global Solutions Non-GAAP EPS of $0.19 misses by $0.06, revenue of $182.4M beats by $31.06M

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California Water Service GAAP EPS of $0.07 misses by $0.16, revenue of $214.57M beats by $4.3M

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Mesoblast reports Q1 results

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Compañía de Minas Buenaventura GAAP EPS of $1.32, revenue of $624.6M misses by $26.9M

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Anthropic eyes fresh funding at $900B valuation, set to surpass OpenAI - report

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SoftBank’s $40B loan for OpenAI stake draws more banks: report

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BNP Paribas SA reports Q1 results; confirms its 2028 targets

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Meta forecasts Q2 2026 revenue of $58B to $61B while raising 2026 capex to $125B-$145B

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Mattel reiterates 2026 outlook with $1.27-$1.39 adjusted EPS range while targeting ~50% adjusted gross margin

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OpenAI tops 10 GW U.S. AI infrastructure milestone just a year after Stargate launch

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Ategrity expects Q2 2026 combined ratio in the 87s while targeting direct written premium growth about 20 points above the E&S market

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Activist Engine Capital urges KBR to explore sale - WSJ

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Alphabet signals 2026 CapEx $180B-$190B while expecting 2027 to rise significantly

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Thursday’s Economic Calendar

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KLA expects $3.575B June-quarter revenue and sees wafer equipment market exceeding $140B in 2026

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Earnings Snapshot: Teladoc Health issues weak Q2 revenue outlook after mixed Q1 results

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Redwood Trust anticipates $0.12 to $0.15 of incremental annual earnings from Castlelake Sequoia JV as volume reaches $8.5B

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Mimedx expects $260M-$290M 2026 net sales amid $40M cost cuts and wound care reimbursement disruption

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Markel targets international GWP growth in the low-to-mid teens while accelerating buybacks toward the next 10%

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NorthWestern Non-GAAP EPS of $1.31 beats by $0.02, revenue of $497.6M misses by $4.48M

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Precision Drilling GAAP EPS of $1.34 misses by $0.41, revenue of $526M beats by $154.45M

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