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South Korea is signaling a delay in its trade talks with the U.S. as it prepares to protest potential American restrictions that could threaten the operations of Korean chipmakers in China.

Pfizer’s first quarter results drew a positive market response as management emphasized margin improvement and disciplined expense control, even as revenue declined. CEO Albert Bourla credited robust execution in key therapeutic areas, particularly oncology and internal medicine, for helping offset lower sales from COVID-related products. CFO Dave Denton highlighted the impact of productivity programs and a refined commercial approach, noting that adjusted operating expenses fell meaningfully due to ongoing cost realignment. Management acknowledged external pressures, including U.S. policy changes and lower COVID demand, but pointed to operational efficiency as a key factor supporting profitability.

Labcorp’s first quarter saw steady execution in a complex environment, with results that prompted a positive market response. Management pointed to volume recovery in its Diagnostics Laboratories segment, following early quarter weather disruptions, and highlighted momentum from recent acquisitions such as Invitae. CEO Adam Schechter credited “strong managed care access and our payer contracts” for supporting growth, while noting that operational efficiencies helped offset inflation in personnel costs. The biopharma laboratory services segment also contributed, with improved margins and a robust book-to-bill ratio.

Over the past six months, BWX has been a great trade. While the S&P 500 was flat, the stock price has climbed by 27.8% to $143 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Over the past six months, PACCAR’s stock price fell to $92.01. Shareholders have lost 12.1% of their capital, disappointing when considering the S&P 500 was flat. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

Over the past six months, Merit Medical Systems’s shares (currently trading at $91) have posted a disappointing 6.8% loss while the S&P 500 was flat. This might have investors contemplating their next move.

EPAM has gotten torched over the last six months - since December 2024, its stock price has dropped 32.9% to $163.49 per share. This might have investors contemplating their next move.

Over the past six months, Lindblad Expeditions’s stock price fell to $11.14. Shareholders have lost 8.7% of their capital, disappointing when considering the S&P 500 was flat. This might have investors contemplating their next move.

SPX Technologies currently trades at $154.42 and has been a dream stock for shareholders. It’s returned 283% since June 2020, more than tripling the S&P 500’s 90.4% gain. The company has also beaten the index over the past six months as its stock price is up 6% thanks to its solid quarterly results.

Over the last six months, Akamai’s shares have sunk to $78.33, producing a disappointing 18.9% loss while the S&P 500 was flat. This might have investors contemplating their next move.

Aris Water has had an impressive run over the past six months. While the S&P 500 has been flat, the stock has returned 5.3% and now trades at $25.92. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Vontier has been treading water for the past six months, recording a small loss of 2.9% while holding steady at $35.74.

Tenet Healthcare delivered first quarter results that exceeded Wall Street’s expectations, prompting a significant positive market reaction. Management attributed the outperformance to improved labor efficiency, strong patient demand, and disciplined cost controls across its hospital and ambulatory segments. CEO Saumya Sutaria noted, “Same facility revenues grew 6.8% in the first quarter and were highlighted by a 12% growth in total joint replacements in the ASCs over the prior year.” Executives also cited a favorable payer mix and increased patient acuity, particularly within its hospital operations, as contributors to margin expansion and earnings growth.

Over the past six months, Hewlett Packard Enterprise’s stock price fell to $17.98. Shareholders have lost 17.6% of their capital, disappointing when considering the S&P 500 was flat. This might have investors contemplating their next move.

Over the past six months, SouthState’s shares (currently trading at $85.98) have posted a disappointing 14.6% loss while the S&P 500 was flat. This might have investors contemplating their next move.

Over the last six months, BioMarin Pharmaceutical’s shares have sunk to $55.23, producing a disappointing 16.7% loss while the S&P 500 was flat. This might have investors contemplating their next move.

Over the past six months, United Parks & Resorts’s stock price fell to $44.05. Shareholders have lost 18.6% of their capital, disappointing when considering the S&P 500 was flat. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

Over the last six months, ON24’s shares have sunk to $5.30, producing a disappointing 18.3% loss while the S&P 500 was flat. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

Since December 2024, Home Bancshares has been in a holding pattern, posting a small loss of 2.3% while floating around $27.63.

First BanCorp currently trades at $19.59 and has been a dream stock for shareholders. It’s returned 263% since June 2020, nearly tripling the S&P 500’s 90.4% gain. The company has also beaten the index over the past six months as its stock price is up 5.2% thanks to its solid quarterly results.

Citizens Financial Group has been treading water for the past six months, recording a small loss of 4.3% while holding steady at $41.71.

(BPT) - For many patients diagnosed with diffuse large B-cell lymphoma (DLBCL), the first step in treatment is a standard regimen of chemotherapy. This approach cures most patients, but research shows that one in three will see their cancer return - typically within a year following completion of their initial treatment. [1] Today, the current standard of care following initial chemotherapy is to "watch and wait," an approach that monitors the patient for signs of relapse.

One often-overlooked, little-understood aspect of the “quantum revolution” is its ultimate impact on security and encryption.

Brinker International’s first quarter results showcased substantial revenue growth, outpacing Wall Street expectations. Management attributed this to strong traffic gains at Chili’s, driven by menu simplification, operational improvements, and effective marketing campaigns. CEO Kevin Hochman highlighted, “Sales leverage and simplification continue to drive improved 4-wall economics, which allowed us to deliver an 18.9% restaurant operating margin.” Still, leadership noted the competitive promotional environment and acknowledged potential challenges in sustaining the current momentum as industry headwinds persist.

General Motors delivered first quarter results that surpassed Wall Street’s revenue and adjusted earnings expectations, but the market responded negatively due to concerns about margin pressure and evolving U.S. trade policy. Management attributed the modest sales growth to strong U.S. demand, especially for redesigned SUVs and pickups, while highlighting that cost pressures and scheduled plant downtime dampened profitability. CEO Mary Barra acknowledged, “We are scrutinizing our discretionary spending everywhere and taking steps to ensure that we stay aligned with strong consumer demand for our ICE vehicles and the evolving regulatory environment.”

Regeneron’s first quarter was marked by a negative market reaction, as revenue and non-GAAP earnings fell short of Wall Street’s expectations. The primary driver of underperformance was a steep revenue decline in the company’s retinal franchise, particularly EYLEA, which management attributed to increased competition from low-cost alternatives and reduced patient affordability due to a funding gap at co-pay assistance foundations. CEO Leonard Schleifer described the quarter as “mixed,” noting that while EYLEA HD showed some resilience, the broader branded anti-VEGF category contracted. Management also acknowledged regulatory setbacks, including a delay in the approval of the EYLEA HD pre-filled syringe.

Zebra Technologies delivered first quarter results that were well received by the market, driven by robust demand across its core product categories and geographies. Management pointed to a sustained recovery in key verticals such as retail, transportation, and healthcare, with CEO Bill Burns noting that "broad-based recovery continued across most of our vertical markets" and that retail and e-commerce were standout performers. The company also reported its highest gross margin in over a decade, attributing profitability gains to a favorable business mix, strong volume leverage, and disciplined cost management. While manufacturing lagged slightly compared to other verticals, it still posted high single-digit growth, and management highlighted ongoing investment in supply chain resiliency and product innovation as critical contributors to the quarter's performance.

Royal Caribbean’s first quarter results for 2025 reflected steady demand for cruise vacations, with management attributing performance to strong close-in bookings and increasing onboard spending. CEO Jason Liberty highlighted that "consumers are still prioritizing experiences, planning to spend more on them this year and are seeking value that we are well positioned to offer." The successful launch of new ships and increased guest participation in onboard activities also contributed to higher ticket pricing and guest satisfaction, helping offset broader macroeconomic uncertainty. Management emphasized the effectiveness of their loyalty programs and direct-to-consumer channels in sustaining demand across all itineraries.

United Parcel Service’s first quarter results for 2025 met Wall Street’s revenue expectations and delivered a non-GAAP profit above analyst estimates, yet the market responded with caution. Management attributed quarterly performance to ongoing strategic shifts, including the planned reduction of unprofitable Amazon volume and a major reconfiguration of its U.S. network. CEO Carol Tomé highlighted that while January showed resilient demand from B2B and healthcare customers, February and March saw a sharper decline in average daily volumes. Customers’ uncertainty around global trade policies and tariffs, especially in the U.S., led to muted demand from both large enterprises and small and medium businesses, putting pressure on overall shipment volumes. Tomé noted, “Uncertainty surrounding global trade policies and other matters led to a drop in consumer confidence and muted demand from some enterprise and SMB customers.”

Honeywell’s first quarter saw a positive market reaction as the company delivered revenue and non-GAAP profit above Wall Street expectations. Management attributed the performance to strong demand in aerospace, particularly in commercial aftermarket and defense, alongside steady execution in building automation. CEO Vimal Kapur highlighted the company’s resilience, noting, “Our results demonstrate tremendous effort from our commercial teams, successful productivity initiatives, and excellent supply chain coordination with our partners in a rapidly changing marketplace.” The quarter also saw robust order growth and progress on integrating recent acquisitions, offsetting weaker trends in industrial automation and energy and sustainability solutions.

Armstrong World Industries’ first quarter results were marked by solid revenue growth and margin expansion, leading to a positive response from the market. Management credited this performance to pricing discipline, manufacturing productivity gains, and the successful integration of recent acquisitions. CEO Vic Grizzle highlighted the company’s ability to maintain high service and quality standards despite softer volumes in the Mineral Fiber segment, noting that “AUV was a key driver of EBITDA growth and margin expansion.” Architectural Specialties delivered particularly strong growth, benefitting from both organic momentum and contributions from Three Form and Zaynor.

The State Department issued a Worldwide Caution Security alert on Sunday, advising U.S. citizens overseas to exercise increased caution.

The debut rides were priced at $4.20 and included a front-seat "safety monitor" person who does not interact with the fully autonomous car.

ArcBest’s first quarter results landed near Wall Street’s profit expectations but fell short on revenue, reflecting persistent softness in the freight environment. Management pointed to sluggish industrial production and shifting trade policies as key factors influencing demand, emphasizing that customers are producing less and reducing shipment sizes. CEO Judy McReynolds highlighted strategic efforts to drive operational efficiency and technology adoption, which helped mitigate some cost pressures, but acknowledged that declining weight per shipment and a challenging pricing landscape weighed on margins. "We remain steadfast in our commitment to creating value for our shareholders and customers through disciplined execution," McReynolds said, underlining the company’s focus on cost control and service improvements.

Hilton’s first quarter results for 2025 were met with a positive market reaction, reflecting the company’s ability to deliver non-GAAP earnings above Wall Street expectations despite a slight revenue shortfall. Management highlighted that solid group bookings and continued expansion of its global hotel portfolio supported performance, even as leisure demand softened toward the end of the quarter. CEO Chris Nassetta attributed the quarter’s results to strength in urban and group travel segments, as well as momentum in international markets, noting, “We reported system-wide RevPAR growth of 2.5% year-over-year, driven by strong momentum from the end of last year that carried into 2025.”

Teradyne’s first quarter results landed in line with Wall Street’s revenue expectations, but market reaction was negative following the earnings release. Management attributed the quarter’s year-over-year sales growth to demand in its semiconductor test (Semi Test) business, particularly for mobile system-on-chip (SoC) testers, as well as increased activity in AI accelerator testing. CEO Greg Smith clarified that mobile demand was driven by supply chain transitions rather than an end-market recovery, and noted that the company’s memory business secured a new high bandwidth memory (HBM4) test win. While product mix benefited gross margins, management pointed to ongoing challenges in the robotics segment and a generally cautious near-term outlook due to persistent uncertainty around customer capital spending.

Waste Management’s first quarter results came in below Wall Street’s revenue expectations, though the company delivered strong non-GAAP profitability. Management credited operational execution in its core collection and disposal segment, as well as early contributions from the recently acquired WM Healthcare Solutions business and investments in sustainability. CEO Jim Fish stated, “We had a strong start to the year...driven by solid operational performance, meaningful contributions from WM Healthcare Solutions and increases in our sustainability businesses largely related to our growth investments.” The quarter was also shaped by challenging winter weather in several regions, which management said offset some volume gains.

UFP Industries’ first quarter results drew a negative market reaction as both revenue and non-GAAP profit fell short of Wall Street expectations. Management attributed the underperformance to sluggish demand, persistent pricing competition, and unfavorable product mix, particularly in the construction and packaging segments. CEO Will Schwartz noted, “Margins remain pressured from unfavorable manufacturing variances, competitive pricing, higher input and transportation costs, and unfavorable mixed shifts.” Despite these headwinds, the company cited sequential improvement in business activity through the quarter, especially in March, and pointed to strong cash reserves as support for continued investment.

Toyota’s planned U.S. vehicle price hikes follow a broader trend among Japanese automakers adjusting for trade-related cost pressures.

An analyst warns that recent U.S.-Iran tensions could derail Indian market gains. He expects the Nifty to trade between 24,500 and 25,200 in June, with key sectors at risk if oil prices rise.

Crane delivered a first quarter that exceeded Wall Street’s expectations, fueled by solid execution in its Aerospace & Electronics and Process Flow Technologies segments. Management pointed to robust core sales growth and strong order activity, particularly in aerospace, as key contributors. CEO Max Mitchell highlighted that aftermarket aviation demand and continued progress with new product wins helped drive the 7.5% organic revenue increase. Chief Operating Officer Alex Alcala also credited the company’s ability to rapidly respond to shifting market conditions, noting, “We have demonstrated consistently differentiated execution through cycles with this leadership team.”

Leggett & Platt’s first quarter results prompted a strong positive market reaction, as management credited the improvement to ongoing restructuring efforts and cost discipline. CEO Karl Glassman emphasized that “earnings improvement is a testament to the excellent execution of our restructuring plan and operational efficiency improvement initiatives, as well as disciplined cost management.” Growth in steel rod and wire sales provided a buffer against persistent weakness in mattress and adjustable base demand, while the company also benefited from modest gains in geo components and aerospace. Management acknowledged that many residential-facing markets remain pressured, but highlighted that restructuring actions are helping offset industry headwinds.

Universal Health Services delivered first quarter results that missed Wall Street’s revenue expectations but exceeded profit forecasts, with management attributing the mixed outcome to strong expense controls and stable demand across its hospital segments. CFO Steve Filton noted that acute care revenues benefited from effective operating cost management and positive contributions from new facilities like West Henderson Hospital. However, same-facility behavioral health patient days were flat, as winter weather and the leap year impacted volumes early in the quarter. Management acknowledged that cash flow was impacted by delayed Medicaid supplemental payments, but emphasized that these timing issues do not reflect underlying business health.

Let’s dig into the relative performance of Rapid7 (NASDAQ:RPD) and its peers as we unravel the now-completed Q1 cybersecurity earnings season.

Let’s dig into the relative performance of Monday.com (NASDAQ:MNDY) and its peers as we unravel the now-completed Q1 productivity software earnings season.

NXP Semiconductors' first quarter results drew a negative market reaction, as investors focused on the ongoing year-over-year revenue decline and rising inventory levels. Management attributed performance to weaker demand in automotive and industrial segments, partially offset by stronger-than-expected trends in the mobile and communications infrastructure businesses. CEO Kurt Sievers noted, “Revenue trends in the mobile and communication infrastructure markets were slightly above expectations, while performance in the automotive and industrial and IoT markets were slightly below.” The company also cited elevated operating expenses and an uncertain demand environment as weighing on margins.

F5’s first quarter performance aligned with Wall Street’s expectations, as the company reported steady revenue growth and operating margin expansion. Management attributed these results primarily to strong customer demand for data center modernization, ongoing technology refresh cycles, and increased traction from hybrid multi-cloud deployments. CEO Francois Locoh-Donou emphasized that hardware systems revenue was supported by organizations updating aging infrastructure and preparing for artificial intelligence (AI) initiatives, while software revenue remained flat due to renewal seasonality. Locoh-Donou remarked that customers are “leveraging F5 to modernize their data centers, consolidate vendors, and prepare for AI.”

Medifast’s first quarter results reflected ongoing headwinds in customer demand and a rapidly evolving health and wellness landscape. Management cited the decline in active earning coaches as the primary driver behind the significant revenue drop, though they noted encouraging trends in the productivity of newer coach cohorts. CEO Dan Chard highlighted that recent efforts to streamline coach development and leverage incentives have led to “the first meaningful year-over-year increase in new coaches in the past three years,” offering cautious optimism about future improvements. The company acknowledged persistent challenges related to the integration of GLP-1 weight loss medications in the market and emphasized the necessity of adapting its coaching and product approach to this new environment.

Amkor Technology’s first quarter performance saw revenue come in above Wall Street’s expectations, but the market reaction was negative, reflecting investor concerns about profitability and mixed end-market trends. Management attributed the quarter’s results to stronger-than-anticipated demand in the communications segment, particularly in premium-tier smartphones, while computing also delivered growth from data center and PC-related programs. CEO Giel Rutten noted, “Communications revenue exceeded our expectations, while other end markets performed as anticipated.” However, higher research and development costs for new packaging technologies and ongoing factory underutilization weighed on margins, highlighting challenges as the company invests for future growth.

Let’s dig into the relative performance of Sinclair (NASDAQ:SBGI) and its peers as we unravel the now-completed Q1 traditional media & publishing earnings season.