Steel Dynamics Guides Q3 EPS to $5.34–$5.38; Fabrication Backlog Up Nearly 50%
Steel Dynamics guides Q3 EPS to $5.34–$5.38. Its filing says fabrication backlog is nearly 50% above the prior-year Q3 level and extends into Q1 2027.
Stocks
Company-focused analysis of public equities, including earnings, strategy, valuation inputs, and catalysts. Each article aims to move beyond the headline by explaining the relevant financial evidence.
Workday Beats: Subs +14%, Raises FY27 Margin to 30.5%
Workday’s Q1 FY27 hit $2.54B in revenue and $616M in free cash flow; FY27 non-GAAP operating margin guidance was raised to 30.5%.
Uber Eyes Full Delivery Hero Bid After 25% Stealth Stake
Bloomberg: Uber holds 19.5% of Delivery Hero plus 5.6% in options. A full bid on the EUR10B Frankfurt-listed delivery giant would reshape global food delivery.
TJX Beats and Raises: Comps +6%, EPS $1.19, Buyback to $3B
TJX Companies posted Q1 FY27 comps up 6%, EPS of $1.19 (+29% YoY), returned $1.1B to shareholders, and lifted its FY27 sales, margin, EPS, and buyback guidance.
FedEx-Advent $9.3B InPost Tender Opens May 26
InPost’s €7.8B/$9.3B take-private tender from FedEx, Advent, PPF and founder Rafal Brzoska opens May 26 at EUR15.60/share – a 50% premium over Jan 2 levels.
POET Plunges 22% on $400M Raise, Eclipsing Lumilens Deal
POET Technologies tumbled 22% on May 15, 2026 as a $400M dilutive raise overshadowed a fresh AI-optics supply pact worth up to $500M with Lumilens.
Abel’s First 13F: Berkshire Drops UNH, Buys Delta and Macy’s
Berkshire Hathaway’s Q1 2026 13F closed 16 positions including UnitedHealth, Amazon, Visa and Mastercard while adding a $2.65B Delta stake and tripling Alphabet.
Palantir Q1 2026: Revenue Surges 85%, U.S. AI Demand Doubles
Palantir smashes Q1 2026 estimates with $1.63B revenue (+85% YoY), $0.33 EPS beat, U.S. revenue up 104%, and FY 2026 guidance raised to $7.66B.
SoFi Technologies Q1 2026 earnings preview: what to expect
SOFI · Earnings release: April 29, 2026 (pre-market) · Conference call: 8:00 AM ET SoFi Technologies reports first-quarter 2026 results before the market opens on April 29, and expectations are running hot. After a record Q4 that delivered $1.013 billion in adjusted net revenue and a ninth straight quarter of GAAP profitability, the question is … Read more
AMD Surges 8% as AI Data Center Demand Hits an Inflection Point
AMD shares jumped 7.80% to $278.26 as AI data center chip demand drives a broad semiconductor rally. Here’s what’s fueling the move and what to watch next.