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Helena Cheng
Posts
PayPal tumbles as management warns of weak 2026 trends, says turnaround plan will take “a few months” to define
The numbers were fine; the comments weren’t.
Cummins jumps after power systems division delivers record results, management boosts full-year outlook
The engine company is carving out a role in the AI boom as data centers devour power.
Cipher Mining gains despite posting underwhelming Q1 revenues
The bitcoin miner turned data center company just posted Q1 results.
BlackBerry surges as software reinvention spurs retail attention
The move follows renewed attention to its QNX software business after a Wall Street Journal report highlighted the unit’s growth, particularly in the automotive industry.
Norwegian Cruise Line sinks after outlook cut tied to higher fuel costs, weaker demand
Norwegian said it entered 2026 “behind its targeted booking curve,” with geopolitical disruptions further slowing its ability to close that gap.
Estée Lauder gets a glow-up after earnings beat, guidance hike
The beauty giant delivered better-than-expected results while lifting its profit outlook.
Chevron posts mixed Q1 results, as sales miss offsets big earnings beat
The integrated oil giant just posted quarterly results.
Equinix drops after Q1 results disappoint and boost to full-year sales guidance falls short of expectations
The data center REIT was an industry leader heading into its Q1 results.
Blue Owl jumps after posting better than expected Q1 fee-related earnings
The asset manager that’s the barometer of private credit angst just released quarterly results.