MINNEAPOLIS — The Minnesota Timberwolves provided a positive yet cautious update on superstar Anthony Edwards ahead of Game 3 of their Western Conference semifinal series against the San Antonio Spurs on Friday, listing the All-Star guard as questionable with his lingering left knee bone bruise while emphasizing steady progress in his recovery.
Edwards, who made a remarkably quick return from a hyperextension and bone bruise suffered in the first round against the Denver Nuggets, has been a key factor in Minnesota’s 1-1 series tie with San Antonio. The 24-year-old delivered 18 points off the bench in a Game 1 road victory and continued contributing in Game 2 despite limited minutes as the Spurs evened the series.
Anthony Edwards
Timberwolves coach Chris Finch confirmed Edwards has participated in on-court activities and is progressing well, but the team will monitor his condition through Friday’s shootaround before making a final decision. “Ant has been pushing hard,” Finch said. “We’re being smart with him because we know how important he is not just for this series but for what we hope is a long run.”
The injury occurred in Game 4 of Minnesota’s first-round series when Edwards landed awkwardly while contesting a shot. Initial fears of a multi-week absence proved overly pessimistic as the dynamic guard returned in just nine days, earning praise for his toughness and rehabilitation discipline. Edwards has described himself as feeling “not limited at all,” though the team continues to manage his workload carefully.
Series Context and Edwards’ Impact
The Timberwolves entered the postseason as the No. 6 seed after a solid regular season but have faced adversity with injuries. Edwards’ availability has been a major boost, providing scoring punch, athleticism and leadership that proved decisive in the Game 1 win over Victor Wembanyama and the Spurs. Without him at full strength, Minnesota relies heavily on Julius Randle, who has stepped up with strong double-doubles.
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San Antonio, led by the towering Wembanyama, has made the series competitive with elite rim protection and young talent. Game 2 saw the Spurs capitalize on Minnesota’s turnovers and fatigue, setting up a critical Game 3 at Target Center where home-court energy could tilt the momentum.
Edwards averaged nearly 29 points per game during the regular season and has embraced a leadership role, mentoring younger teammates while maintaining his explosive playing style. His quick healing has drawn comparisons to his “Wolverine” nickname around the organization, reflecting his high pain threshold and dedication to recovery protocols.
Medical and Recovery Details
The left knee injury involved a hyperextension and bone bruise but no structural ligament damage, according to MRI results. Bone bruises can be unpredictable, often causing lingering soreness and swelling that requires careful load management. Edwards has focused on anti-inflammatory measures, strength exercises and mobility work to avoid stiffness.
Medical experts note that players with Edwards’ explosiveness must balance aggressive rehab with risk mitigation. Returning too soon could lead to compensatory injuries elsewhere, while sitting too long risks rust and loss of rhythm. The Timberwolves’ medical staff has earned praise for navigating this balance effectively.
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Edwards himself expressed optimism after recent sessions. “I don’t think I’m limited at all,” he told reporters. “Whatever coach needs from me, I’m ready.” His presence off the bench has already provided a spark, though full starting-lineup minutes would represent another step forward.
Broader Playoff Implications
A Timberwolves victory in Game 3 would give them a 2-1 series lead and home-court advantage in a best-of-seven format that favors the more experienced squad. Minnesota’s defensive identity, anchored by players like Jaden McDaniels and Rudy Gobert when healthy, pairs well with Edwards’ offensive firepower.
For the Spurs, maintaining pressure on Edwards’ knee through physical play remains a strategic focus. Wembanyama’s record-setting blocks in Game 1 highlighted San Antonio’s defensive potential, but Minnesota’s depth has proven resilient.
NBA analysts view this series as a pivotal test for both franchises. The Timberwolves aim to build on their recent playoff momentum, while the young Spurs seek to establish themselves as legitimate contenders. Edwards’ health could ultimately decide the outcome.
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Fan and Team Reactions
Target Center is expected to be electric for Game 3, with fans eager to welcome Edwards back at closer to full strength. Social media has been flooded with support for the star, who has become a beloved figure in Minnesota for his charisma and on-court dominance.
Teammates have rallied around him throughout the recovery process. Randle and others have shouldered extra minutes, demonstrating the team’s collective resilience. Finch has stressed a “next man up” mentality while protecting Edwards’ long-term availability.
What to Watch in Game 3
If Edwards starts or plays extended minutes, expect increased pace and scoring opportunities for the Timberwolves. His ability to attack the rim and stretch the floor with threes forces defenses to adjust, potentially opening lanes for teammates. Monitoring his movement and explosiveness in warmups will provide the clearest pre-game indicator.
Regardless of his final status, the Timberwolves emphasize preparation and execution. The series remains highly competitive, with both teams capable of winning on any given night. Edwards’ presence, even limited, elevates Minnesota’s ceiling significantly.
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As Game 3 approaches, all eyes remain on the Timberwolves’ injury report and Edwards’ determined push to contribute at the highest level. His resilience has already inspired fans and teammates alike, adding another compelling chapter to Minnesota’s playoff journey.
Research Frontiers Incorporated (REFR) Q1 2026 Earnings Call May 7, 2026 4:30 PM EDT
Company Participants
Joseph Harary – CEO, President, General Counsel, Corporate Secretary & Director
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Presentation
Operator
Good afternoon, and welcome to Research Frontiers investor conference call to discuss the first quarter of 2026 results of operations and recent developments. The company will be answering many of the questions that were e-mailed to it prior to this conference call in their presentation. In some cases, the company has responded directly to e-mail questions prior to this call or will do so afterwards. Some statements today may contain forward-looking information identified by words such as expect, anticipate and forecast. These reflect current beliefs and actual results may differ materially from those expressed due to various risk factors, including those detailed in our SEC filings. Research Frontiers assumes no obligation to update or revise these statements. The call is being recorded and will be available for replay on Research Frontiers website at smartglass.com for the next 90 days.
I would now like to turn the conference over to Joe Herary, President and Chief Executive Officer of Research Frontiers. Please go ahead, sir.
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Joseph Harary CEO, President, General Counsel, Corporate Secretary & Director
Thank you, Paul, and good afternoon, everyone, and thank you for joining us on our first quarter 2026 investor conference call. I was informed a little after 4:00 p.m. that the SEC website was down. I’m not sure if it’s up yet or not, but our 10-K should be filed once everything gets straightened out and whatever backlog they have is cleared. As always, I appreciate the time and interest of our shareholders, customers, licensees and industry partners joining us today.
Today, I want to talk about Research Frontiers, our business, our markets and also address the question I’ve been
Hello and thank you for standing by. Welcome to the Nektar Therapeutics First Quarter 2026 Financial Results Conference Call. [Operator Instructions] Please be advised that today’s conference call is being recorded.
I would now like to hand the conference over to Vivian Wu from Nektar Investor Relations to kick things off. Please go ahead.
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Vivian Wu Investor Relations
Thank you, Crystal, and good afternoon, everyone. Thank you for joining us today. On today’s call, you will hear from Howard Robin, our President and Chief Executive Officer; Dr. Jonathan Zalevsky, our Chief Research and Development Officer; and Sandra Gardiner, our Chief Financial Officer. Dr. Mary Tagliaferri, our Chief Medical Officer, will also be available during the Q&A.
Before I begin, I would like to remind you that we will be making forward-looking statements regarding our business, including statements related to the therapy potential and development plans for rezpegaldesleukin, the timing and expectations for clinical data presentations, regulatory interactions and other statements regarding the future of our business. Because forward-looking statements relate to the future, they are subject to uncertainties and risks that are difficult
Thank you for standing by. This is the conference operator. Welcome to Aritzia’s Fourth Quarter 2026 Earnings Conference Call. [Operator Instructions] The conference is being recorded. [Operator Instructions]
I will now turn the conference over to Beth Reed, Vice President, Investor Relations. Please go ahead.
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Beth Reed Vice President of Investor Relations
Thanks, operator, and thank you all for joining Aritzia’s Fourth Quarter Fiscal 2026 Earnings Call. On the call today, I’m joined by Jennifer Wong, our Chief Executive Officer; and Todd Ingledew, our Chief Financial Officer.
As a reminder, please note that remarks on this call may include our expectations, future plans and intentions that may constitute forward-looking information. Such forward-looking information is based on estimates and assumptions made by management regarding, among other things, general economic and geopolitical conditions as well as the competitive environment.
Actual results may differ materially from the conclusions, forecasts or projections expressed by the forward-looking information. We would refer you to our most recently filed management’s discussion and analysis and
Howe, who led the sports-betting company since 2021, will be succeeded by Christian Genetski, FanDuel’s president, the company said Wednesday. Genetski has been with FanDuel since 2015.
Michael Fitzsimmons is a retired electronics engineer and avid investor. He advises investors to construct a well-diversified portfolio built on a core foundation of a high-quality low-cost S&P500 fund. For investors who can tolerate short-term risks, he advises an over-weight position in the technology sector, which he believes is still in the early stages of a long-term secular bull-market. For dividend income, and as a 4th generation oil & gas man, Fitzsimmons suggests investors consider a position in large O&G companies that provide strong dividend income and dividend growth. Fitzsimmons’ articles on portfolio management recommend a top-down capital allocation approach that is aligned with each individual investor’s personal situation (i.e. age, retired/working, risk tolerance, income, net worth, goals, etc) and might include allocations into investment categories such as the S&P500, technology, dividend income, sector ETFs, growth, speculative growth, gold, and cash.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AVGO, NVDA, GOOG, VOO, DIA, QQQ either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
I am an electronics engineer, not a CFA. The information and data presented in this article were obtained from company documents and/or sources believed to be reliable, but have not been independently verified. Therefore, the author cannot guarantee their accuracy. Please do your own research and contact a qualified investment advisor. I am not responsible for the investment decisions you make.
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Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
President Trump said he was surprised the price of oil hadn’t been driven higher by the Iran war, but even if it reached $200 a barrel, the conflict was worth it. “I thought oil prices would go to $200, $250,” Trump told reporters in the Oval Office. “You’re surprised and I’m surprised. But even if it went to $200, it would have been worth it.”
The war has disrupted the energy industry, sending prices higher. Brent crude, the global benchmark, jumped to over $100 a barrel from about $75 a barrel after the conflict started and was about $101 on Wednesday. Gas prices in the U.S. topped $4.50 a gallon, the AAA said Wednesday, the highest they’ve been since July 2022.
The owner of Facebook and Instagram has taken the UK’s media regulator to the high court, opening a fresh front in the increasingly fractious relationship between Silicon Valley and Britain’s online safety regime.
Meta has filed for a judicial review of Ofcom’s methodology for setting fees and penalties under the Online Safety Act, arguing that pegging charges to a company’s qualifying worldwide revenue (QWR) is disproportionate and out of step with the geographic scope of the regulator’s remit. A hearing has been scheduled for 13 and 14 October.
The stakes are considerable. Under the Act, Ofcom can levy fines of up to 10 per cent of QWR or £18m, whichever is higher. Given that Meta reported global revenues of roughly $201bn last year, the regulator could in theory issue a penalty of around $20bn, a sum that would dwarf the largest fines in UK corporate history. The fee regime introduced last September applies the same QWR principle to annual tariffs, capturing companies whose user-generated content, search or adult-content services in the UK generate more than £250m a year.
Meta contends that liability should be determined by activity within the jurisdiction doing the regulating. “We and others in the tech industry believe its decisions on the methodology to calculate fees and potential fines are disproportionate,” a company spokesperson said. “We believe fees and penalties should be based on the services being regulated in the countries they’re being regulated in. This would still allow Ofcom to impose the largest fines in UK corporate history.”
Court documents filed on Meta’s behalf by Monica Carss-Frisk KC describe Ofcom’s approach as “troubling”, warning that it would result in a handful of large platforms shouldering the bulk of the regulator’s costs even though the Act covers a much broader sweep of internet services. The barrister noted that QWR is not pegged to revenue generated by any particular service in the UK; rather, once a service is offered to British users, the entirety of its global turnover is counted.
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Ofcom, for its part, is preparing to dig in. The regulator said its fees and fines framework reflected “a plain reading of the law” and pledged to “robustly defend our reasoning and decisions”.
Meta is not alone in pushing back. The US online forum 4chan has refused to pay penalties imposed under the Act, and Ofcom is facing separate litigation from the operators of both 4chan and Kiwi Farms. The regime has also drawn criticism from Donald Trump’s White House, which has signalled growing impatience with European digital rules that it sees as targeting American firms.
The financial significance of the new system for Ofcom itself is hard to overstate. Once the preserve of broadcasters and telecoms operators paying for spectrum and licence fees, the regulator now expects the bulk of its £233m budget for the year to come from online safety tariffs, which are forecast to bring in £164m. That marks one of the most substantial shifts in Ofcom’s funding base in its two-decade history.
For SME founders watching from the sidelines, the case is more than a transatlantic skirmish between Big Tech and a British quango. The threshold of £250m in qualifying turnover means most smaller platforms sit outside the fee net, but the principles being tested in October, how revenue is attributed across borders, and how proportionality is measured for global digital businesses, will shape the regulatory environment for any UK-based scale-up that one day finds itself trading internationally on the back of user-generated content. The judgment, when it comes, will be read closely well beyond Menlo Park.
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Amy Ingham
Amy is a newly qualified journalist specialising in business journalism at Business Matters with responsibility for news content for what is now the UK’s largest print and online source of current business news.
NEW YORK — Broadcom Inc. (NASDAQ: AVGO) remains a compelling buy for investors in 2026, with Wall Street analysts issuing overwhelmingly bullish ratings amid explosive growth in its artificial intelligence semiconductor business and strong execution across its diversified portfolio. The semiconductor and infrastructure software giant continues to benefit from surging demand for custom AI accelerators and networking chips, positioning it as a core holding in the ongoing AI infrastructure boom.
Broadcom Stock Strong Buy in 2026 as AI Revenue Explodes 106% and Analysts See Further Upside
As of early May 2026, Broadcom shares trade near all-time highs following robust fiscal first-quarter results that exceeded expectations. The company reported record revenue of $19.3 billion for the period ended February 2, up 29% year-over-year, driven largely by its AI segment. AI semiconductor revenue alone surged 106% to $8.4 billion, beating internal forecasts and highlighting accelerating momentum from hyperscale customers.
CEO Hock Tan emphasized the strength of the custom AI accelerator business, noting robust demand across its five major customers. For the second quarter, Broadcom guided AI semiconductor revenue to $10.7 billion, representing approximately 140% year-over-year growth. The company now has line of sight to more than $100 billion in AI chip revenue by 2027, underscoring its deepening role in the artificial intelligence supply chain.
Analyst Consensus and Price Targets
Wall Street remains highly optimistic. Across 26 to 33 analysts covering the stock, the consensus rating stands at Moderate Buy to Strong Buy, with the vast majority recommending purchase. Average 12-month price targets range from approximately $435 to $477, implying 12% to 16% upside from recent trading levels around $425. Some bullish forecasts reach as high as $630.
Analysts highlight Broadcom’s unique position supplying custom AI accelerators to major hyperscalers including Google, Meta and others, alongside its leadership in AI networking silicon. The VMware integration, while facing some channel adjustments, continues to provide stable, high-margin software revenue that complements the high-growth semiconductor side.
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Key Growth Drivers in 2026
Broadcom’s transformation into an AI powerhouse is the dominant theme. AI-related revenue now accounts for a rapidly growing share of the semiconductor segment, with custom XPUs and networking solutions seeing sequential acceleration. Gross margins remain healthy despite heavy investment in next-generation technologies, and operating leverage is expanding as scale benefits kick in.
The company’s diversified portfolio provides ballast. Networking, broadband and storage solutions continue to deliver steady performance, while the software segment — anchored by VMware — generates predictable recurring revenue. Broadcom’s $10 billion share repurchase authorization and consistent dividend increases further enhance shareholder returns.
Risks and Considerations
No investment is without risks. Broadcom faces intense competition in the AI chip space from Nvidia and others, and any slowdown in hyperscaler capital spending could pressure growth. Geopolitical tensions, particularly around semiconductor supply chains, remain a factor. VMware-related channel changes have created some friction, though management views these as transitional.
Valuation is elevated compared to historical norms, with the stock trading at a forward price-to-earnings multiple in the mid-30s. However, when factoring in projected earnings growth rates above 20% annually, many analysts argue the multiple remains reasonable for a high-quality compounder.
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Long-Term Outlook Remains Bright
Looking further into 2026 and beyond, Broadcom is well-positioned to benefit from secular AI tailwinds. Analysts project continued strong revenue and earnings growth as custom silicon ramps and AI networking expands. The company’s ability to win large, multi-year design slots with major cloud providers provides significant revenue visibility.
For investors considering a position, the consensus is clear: Broadcom represents a high-conviction opportunity in the AI infrastructure theme. Those already holding shares have strong reasons to maintain or add on dips, while new buyers may find current levels attractive given the growth trajectory and analyst support. Diversification within the semiconductor sector remains prudent, but Broadcom stands out for its combination of growth, margins and ecosystem strength.
As earnings season progresses and AI spending trends become clearer, Broadcom’s execution will be closely watched. With accelerating AI momentum, disciplined capital allocation and a favorable analyst backdrop, the case for owning Broadcom stock in 2026 appears compelling for growth-oriented investors.
The company’s trajectory reflects broader shifts in the technology industry, where leaders in enabling AI infrastructure are commanding premium valuations. Broadcom has successfully transitioned from a diversified chipmaker to a critical AI enabler, a move that analysts believe will continue rewarding shareholders in the years ahead.
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