Gold remains under pressure as risk sentiment improves, but support from a weak US Dollar and Fed uncertainty keeps the long-term bullish trend intact.
Long-Standing FCA-Certified Provider Enhances Accessibility and Sustainability for Global InvestorsJA Mining, a UK-based, FCA-accredited cloud mining provider, today announced significant
The Trump administration plans executive actions to boost energy infrastructure, addressing AI-driven power demand. Efforts include grid upgrades, federal land use, and a national AI strategy.
TEGNA’s first quarter was defined by declining year-over-year revenue, largely attributed to the cyclical drop in political advertising and softer advertising demand linked to macroeconomic headwinds. Despite these challenges, management highlighted growth in digital advertising and benefits from new local sports rights deals. CEO Michael Steib pointed to operational improvements and cost-cutting efforts as helping to offset revenue pressures, stating, “We are deploying technology, automation and AI to run a more efficient and effective operation.” The market’s positive response to the results reflected confidence in these ongoing initiatives and the company’s ability to manage expenses.
Vital Farms reported first quarter results that met Wall Street’s revenue expectations but were met with a negative market reaction, reflecting investor concerns about underlying trends. Management attributed the performance to ongoing supply constraints in its egg business and a year-over-year decline in operating margin. CEO Russell Diez-Canseco emphasized that volume growth was below trend due to limited egg supply and depleted inventory, stating, “Volume-related growth was below trend due to egg supply constraints and depleted inventory levels.” Despite these challenges, management highlighted robust butter segment growth and continued brand momentum.
Royalty Pharma’s first quarter reflected a stable performance, with revenue in line with Wall Street expectations and non-GAAP profitability exceeding consensus. Management highlighted double-digit growth in recurring royalty receipts, driven by the strength of the company’s diversified portfolio and several milestone payments. CEO Pablo Legorreta attributed the results to the company’s efficient business model and active capital deployment, including the initiation of a substantial share buyback program and further investments in new royalty transactions. Notably, management pointed to continued momentum across key assets such as cystic fibrosis therapies and recent additions like Voranigo, as well as an expanded development pipeline.
Appian’s first quarter results were driven by robust adoption of its AI-enabled platform and strong demand from the U.S. federal sector. Management highlighted increasing use of AI features among customers and notable contract wins in regulated industries as key contributors. CEO Matt Calkins pointed to a surge in practical AI deployments, such as document processing and workflow automation, which translated into tangible productivity gains for clients. The company’s focus on integrating AI within business processes, rather than emphasizing speculative use cases, resonated with organizations seeking operational efficiency.
Peloton’s first quarter results met Wall Street’s expectations, but the market responded negatively as sales fell and subscriber numbers continued to decline. Management attributed the quarter’s performance to lower hardware sales and a year-over-year reduction in paid Connected Fitness subscriptions, partially offset by improved unit economics and cost discipline. CEO Peter Stern described the ongoing shift towards a higher-margin, subscription-focused model, highlighting that the company achieved its fifth consecutive quarter of positive adjusted EBITDA and free cash flow. Stern noted, “We continue to track ahead of our $200 million cost restructuring plan, which is driving meaningful improvement in profitability.”
PENN Entertainment’s first quarter saw modest year-over-year sales growth amid a challenging environment, with management pointing to severe winter weather and new market supply as headwinds impacting the company’s core retail casino operations. CEO Jay Snowden noted that “weather-impacted days in February across the portfolio were up over three times versus last year,” which affected gaming volumes and adjusted EBITDAR. However, retail gaming volumes rebounded in March, and ongoing capital investments, including new ESPN BET retail sportsbooks and enhancements to loyalty programs, helped drive engagement, particularly among VIP and mid-tier customers. Management was candid about the impact of one-time accounting benefits in the prior year and highlighted that trends improved as weather normalized, positioning the business on steadier footing heading into the second quarter.
The Real Brokerage’s first quarter was marked by revenue growth and narrowing losses, but a negative market reaction indicated investor caution. Management attributed the strong results to substantial agent recruitment, with agent count rising 61% and transaction volume outpacing a declining industry backdrop. CEO Tamir Poleg emphasized, “Our agents delivered a 5% year-over-year increase in average transactions per agent, a clear signal that our agents are well equipped to navigate this market with skill and focus.” Growth in high-margin ancillary services, such as mortgage, title, and Real Wallet, also contributed to performance, though profitability remained pressured by a higher proportion of top-producing agents reaching commission caps.
Inspired’s first quarter results received a positive response from the market despite missing Wall Street’s revenue expectations, as the company posted a year-over-year sales decline. Management attributed the top-line softness to the timing of the U.K. Easter holiday, delayed product sales, and regulatory disruptions in Brazil. Executive Chairman Lorne Weil emphasized the strong underlying progress, particularly highlighting continued growth in the company’s Interactive segment and improvements in operating margin. Brooks Pierce, President and COO, noted, “Momentum is carrying over into the second quarter, with our Interactive business seeing rapid growth, especially in North America.”
As per the terms of the agreement, Neopharmed Gentili will pay BioCryst $250 million upfront for the European assets and rights related to Orladeyo and the company will also be eligible to receive up to $14 million in future milestone payments.
The EU chief’s comments come on the heels of Facebook-parent Meta being fined €200 million after the European Commission ruled that the company’s ‘Consent or Pay’ model was in violation of its rules.
The US market is yet to commence its session on Friday, but let's get a preview of the pre-market session and explore the top gainers and losers driving the early market movements.
Altice’s first quarter results showed continued challenges, as revenue declined and the company posted a larger-than-expected loss. Management attributed the downturn to ongoing subscriber losses, competitive pressures, and macroeconomic headwinds affecting customer affordability. CEO Dennis Mathew noted, “Our performance was driven by investments in customer and network experience, expansion of competitive and targeted go-to-market initiatives, and a focus on transforming our business.” The company also faced temporary impacts from two major programming negotiations, which led to customer credits and increased operating expenses.
Tecnoglass began 2025 with a notable uptick in both revenue and profitability, supported by strong results across its core business lines. Management attributed the quarter’s performance to double-digit growth in both single-family residential and multifamily commercial segments, with particular strength in its Florida operations and expanding presence in the Southeast U.S. CEO Jose Manuel Daes highlighted that “our revenues increased by 15% year over year...driven entirely by robust double-digit organic growth across both our residential and multifamily commercial businesses.” The company also pointed to margin improvements achieved through operational efficiencies and a favorable product mix.
Malibu Boats delivered first-quarter results that surpassed Wall Street’s revenue expectations but fell slightly short on non-GAAP profit. Management attributed sales growth to higher unit volumes in the Malibu segment, a favorable product mix, and increased average selling prices from premium offerings. CEO Steve Menneto noted that new models—particularly the M230 and 25 LSV for Malibu and the Cobia 265 and 285 for Cobia—captured significant customer interest during the boat show season. However, management described the broader retail environment as challenging, citing elevated interest rates and persistent macroeconomic uncertainty weighing on discretionary purchases.
Papa John’s first quarter was met with a positive market response, reflecting management’s efforts to improve value perception and customer experience. CEO Todd Penegor attributed the flat year-over-year sales to a disciplined focus on core pizza products and the brand’s barbell pricing strategy, which balanced premium offerings with value-oriented options. Management pointed to sequential improvements in transaction counts and highlighted national promotions, like the Epic Stuffed Crust Pizza, as effective in driving higher pizza orders. Penegor noted, “Our improved value proposition, optimized creative, and enhanced customer experience are driving improvements in sales and transactions as well as transaction share gains.”
HARMONY BIOSCIENCES (HRMY) offers strong growth, solid profitability, and an attractive valuation, making it a compelling choice for investors seeking affordable growth stocks in the pharmaceutical sector.
BigCommerce’s first quarter results aligned with Wall Street’s revenue expectations, driven by ongoing operational transformation and a sharpened focus on both B2B and B2C customer segments. CEO Travis Hess highlighted a 530-basis-point improvement in non-GAAP operating margin, attributing the gains to completed salesforce expansion, targeted cost controls, and initial benefits from a revised go-to-market strategy. Management noted, “We see encouraging signs of progress behind our go-to-market transformation efforts,” referencing increased sales pipeline activity, especially in B2B. The leadership team remains clear-eyed about the pace of change, acknowledging that current growth rates do not yet reflect the business’s full potential.
Crocs’ first quarter results were well received by the market, with revenue coming in flat year over year but ahead of Wall Street expectations. Management credited strong international growth and effective cost control for the quarter’s performance, despite macroeconomic uncertainty and mixed demand in North America. CEO Andrew Rees highlighted the resilience of the Crocs brand, citing double-digit international growth and notable traction in China and Western Europe. Meanwhile, HEYDUDE’s direct-to-consumer channel rebounded, offsetting wholesale declines. The company’s gross margin improvement was attributed to lower product costs and a favorable customer mix, while disciplined inventory management helped maintain profitability.
Cogent’s first quarter results were met with a negative market reaction after the company reported revenue below Wall Street’s expectations, driven by ongoing churn in legacy Sprint contracts and continued efforts to exit low-margin services. CEO Dave Schaeffer openly acknowledged these headwinds, stating, “We have churned the vast majority of undesirable revenue from the Sprint base,” which contributed to the year-on-year revenue decline. On the positive side, Cogent highlighted significant growth in its wavelength services and improvements in operating margin, reflecting realized cost savings from the Sprint integration and ongoing network optimization.
Hanesbrands delivered results in line with Wall Street’s revenue expectations in the first quarter, while non-GAAP profit and operating margin expanded significantly. The positive market reaction reflected management’s emphasis on cost reductions and supply chain optimization as key drivers. CEO Steve Bratspies cited improved gross margins and a leaner operating model, supported by lower selling, general, and administrative costs, as instrumental to the quarter’s strong profitability. The company also highlighted growth in international markets, despite continued softness in U.S. innerwear, particularly intimate apparel.
Warner Bros. Discovery’s first quarter results for 2025 were met with a positive market response despite missing Wall Street’s revenue expectations, as management highlighted progress on key strategic priorities. CEO David Zaslav credited the company’s emphasis on high-quality storytelling and a disciplined approach to content investment for driving performance, particularly in the streaming segment, which added over 5 million subscribers during the quarter. The leadership team pointed to strong audience engagement with recent releases like The White Lotus, The Pit, and the Minecraft movie as evidence that their focus on quality content is translating into commercial success.
Viatris' first quarter results for 2025 were met with a positive market response, largely due to strong execution in its global branded portfolio and pipeline advancements, despite revenue coming in below consensus. Management highlighted robust growth in Europe and China, as well as progress in its portfolio of innovative medicines. CEO Scott Smith noted, “We were particularly pleased with our strong execution and growth in Europe and China this quarter,” attributing operational revenue declines mainly to ongoing remediation at the Indore facility and competition in select generic products.
Janus began 2025 with results that surpassed Wall Street’s expectations, leading to a significant positive market reaction. Management linked the quarter’s performance to ongoing cost reduction measures, modest sequential backlog growth, and resilience in its Noke Smart Entry product. CEO Ramey Jackson highlighted that, despite a 17% revenue decline due to lower self-storage construction activity and customer project delays, operational discipline and selective investments helped the company navigate macroeconomic pressures. CFO Anselm Wong also pointed to strong operating cash flow and prudent capital allocation, including a voluntary debt prepayment and continued share repurchases, as factors supporting the company’s financial flexibility.
Warby Parker’s first quarter results drew a negative market response after the company missed Wall Street’s revenue expectations, despite double-digit year-on-year sales growth. Management pointed to continued customer acquisition, strong repeat purchasing trends, and an expanding retail footprint as key drivers of performance. Co-CEO Neil Blumenthal highlighted that the company saw its first quarter of positive GAAP net income as a public company, attributing this milestone to operational discipline and progress in direct-to-consumer initiatives. Management also emphasized an improved adjusted EBITDA margin, supported by leverage in non-marketing expenses and higher average revenue per customer.
Krispy Kreme’s first quarter results drew a sharply negative market reaction, as the company’s revenue missed Wall Street expectations and margins contracted significantly year over year. Management pointed to persistent consumer softness in the U.S., a planned reduction in discounting, and the sale of Insomnia Cookies as the primary factors behind the quarter’s performance. CEO Joshua Charlesworth noted that the company is prioritizing profitable growth and highlighted early signs of success from a renewed focus on its original glazed doughnut and targeted marketing campaigns. Management took a notably self-critical stance, acknowledging operational inefficiencies and the need to simplify logistics and close underperforming distribution doors in order to improve profitability.
Cryptocurrency markets are slightly down on Friday morning as BTC faces resistance near the $107,000 mark, with thin spot volumes and weak speculative drive raising questions about the rally's strength.
Asian shares climbed, and a measure of global stocks was set for yet another record high, fuelled by optimism surrounding trade agreements and rising expectations for interest rate cuts by the Federal Reserve this year.
