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Nvidia earnings test AI demand and priced-in investor expectations. (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as prediction markets remain skeptical. (2:01)

It’s Nvidia (NVDA) week as the world’s largest public company reports earnings on Wednesday.

Analysts expect Q1 EPS of $1.78 on $79.17B in revenue. GPU demand remains the central focus, but guidance will likely determine the stock’s reaction.

Seeking Alpha analyst Louis Gerard, who has a Strong Buy rating, says he is adding shares ahead of the report, though he cautions that perfection is priced in and a clean beat-and-raise is needed for further upside. He is also watching for reassurance on hyperscaler spending durability and the successful ramp of Rubin.

On the other side, Tonga Capital — the lone Sell among 28 SA analysts covering the stock — argues Nvidia is already projected to become one of the most profitable companies in modern history, meaning sustained hypergrowth at this scale warrants skepticism.

“The long-term success of AI depends on infrastructure costs falling,” they wrote. “It is hard to reconcile the incentive to reduce the cost of intelligence with Nvidia’s current cost structure.”

Meanwhile, Mott Capital says Nvidia has been in an options squeeze since March. The question now is whether results can overcome the unwind of event risk and the euphoria built into the stock ahead of earnings.

Also on the earnings calendar:

Baidu (BIDU) reports Monday, with Home Depot (HD) on Tuesday.

Analog Devices (ADI), Intuit (INTU) and Target (TGT) join Nvidia on Wednesday.

Walmart (WMT) rounds out the week with results on Thursday.

On the economic front, the minutes from the last FOMC meeting are due this week. It was the final meeting before Kevin Warsh takes over as chairman and featured three dissents.

Wells Fargo economists say they will be watching whether non-voting members shared the view that the Fed’s next move is equally likely to be a hike or a cut.

They note that the departure of Governor Miran could mean the minutes overstate dovish support on the Committee. Still, even with a more hawkish tone, they expect the minutes to show most participants favored holding rates steady while assessing how the energy shock feeds through to inflation and the labor market.

Also this week:

There is renewed speculation that SpaceX (SPACE) could file its IPO prospectus, following a Reuters report. But prediction markets remain skeptical — Kalshi shows just a 12% chance the company files its S-1 this week.

There is also buzz that Take-Two Interactive (TTWO) may release its third “Grand Theft Auto 6” trailer and open pre-orders.

Options markets are signaling expectations for a catalyst. The May 22 expiration implies a roughly ±10% move by Friday’s close — a sizable swing for a stock with no earnings scheduled.

In the news this weekend, electricity providers NextEra Energy (NEE) and Dominion Energy (D) are in talks to combine in an equity-led deal that would create a utility giant valued at more than $400B.

The Financial Times reported a potential announcement could come as early as next week, though discussions are ongoing and could still fall apart.

Tesla (TSLA) has raised U.S. prices on select Model Y trims for the first time in two years. Increases of up to $1,000 apply to premium versions, with no change to entry-level models.

For income investors:

Carnival (CCL) goes ex-dividend Monday, paying out on May 29.

Chevron (CVX) and Alcoa (AA) go ex-dividend Tuesday. Chevron pays on June 10 and Alcoa on June 5.

Valero Energy (VLO) goes ex-dividend Thursday, with a June 23 payout date.

And while we’re on the subject of income investing —

The Best Income Ideas Online Summit is coming up this Wednesday, May 20. It’s hosted by George Noble — a legend from his days at Fidelity — in collaboration with Seeking Alpha, and features Michael Howell, J Mintzmyer, Luke Gromen, Steven Cress and others sharing their top income ideas for today’s market.

The event is $99, and you can register here.

Elizabeth Barrett
President, CEO & Director

Good morning, everyone. Hi. I’m Liz Barrett, and I’m the CEO of UroGen Pharma. Thank you for joining us today. We’re here in Washington, D.C. at the AUA. Very excited to be here, a very exciting time for our company. I’m going to talk to you a little bit through the agenda today, and then we have an exciting agenda for you, and then there’ll be an opportunity for Q&A at the end.

So of course, our normal disclaimers here. I won’t read them. Thank goodness. We won’t have time for that. We wouldn’t have time for anything else. The agenda, I’m exciting after I’m going to make a few opening remarks, show you a few slides. I’m going to turn it over to Dr. Schoenberg and he’s going to moderate a panel discussion with our esteemed urologists. You’ll be excited to hear from them. All of them have had experience with ZUSDURI, and we’re very excited about that. But more importantly, actually, I have the opportunity to interview and share with you a story of a patient who has received ZUSDURI and recently received a complete response. So I’m very excited about that, and I think you’ll enjoy it. And then again, as I said, we’ll have an opportunity for Q&A.

TUCSON, Ariz. — Pima County Sheriff Chris Nanos has stopped direct communication with Savannah Guthrie and her family in the ongoing investigation into the disappearance of Nancy Guthrie, a development that adds new tension to a case that has gripped national attention for more than 100 days.

The sheriff’s office confirmed the shift in strategy Thursday, stating that all future updates will be handled through official channels only. Sources close to the investigation say the decision was made to protect the integrity of the probe amid growing media scrutiny and public speculation, particularly after high-profile commentary from figures like Khloé Kardashian.

Nancy Guthrie, 84, vanished from her Catalina Foothills home on January 31 after her son-in-law Tommaso Cioni dropped her off following a family dinner. Signs of forced entry and blood evidence were discovered the next morning. Despite an intensive search involving local deputies and the FBI, no arrests have been made, and no proof of life has emerged.

Sheriff Nanos, who had previously maintained regular contact with the family, including Savannah Guthrie, the prominent NBC “Today” co-anchor, emphasized that the change does not indicate any shift in the family’s status. “They remain fully cooperative and are not suspects,” he said. “But to maintain the independence and focus of this investigation, we have decided to limit direct communication at this stage.”

Strategic Shift in High-Profile Case

The move comes as the investigation enters a more deliberate, evidence-focused phase. Nanos revealed that investigators are cataloging “thousands and thousands of videos” from doorbell cameras, traffic intersections and private security systems to build a comprehensive digital timeline. Advanced DNA analysis from blood evidence found inside the home is progressing through multiple laboratories, with some results expected in the coming weeks.

A masked individual captured on doorbell footage remains a primary person of interest. Early cryptocurrency ransom demands were investigated and ruled non-credible. The sheriff has expressed confidence that the combination of digital mapping, forensic advances and persistent public appeals will eventually yield results.

However, the decision to cut direct communication has raised eyebrows among some observers. Former FBI agent Jennifer Coffindaffer, who has closely followed the case, noted on social media that such breaks in family communication can sometimes signal internal tensions or strategic repositioning by law enforcement. “This is not unusual in complex cases, but it does raise questions about dynamics behind the scenes,” she wrote.

Savannah Guthrie has maintained a relatively low public profile while offering occasional emotional appeals for information. In a recent Mother’s Day tribute, she shared warm memories of her mother and pleaded for anyone with knowledge to come forward. The family has offered a $1 million reward for information leading to Nancy’s safe return or the arrest of those responsible.

Celebrity Attention Keeps Case in Spotlight

The case gained renewed national visibility after Khloé Kardashian discussed it on her podcast, expressing skepticism about the lack of breakthroughs and questioning whether all information had been released. Kardashian’s comments generated millions of views and reignited online discussions, including conspiracy threads that law enforcement has repeatedly discouraged.

While celebrity interest can generate valuable tips, authorities warn that misinformation and speculation can complicate investigations and cause additional pain for the family. The Guthrie case has drawn comparisons to other high-profile disappearances where media scrutiny both helped and hindered progress.

Family Cooperation and Cleared Relatives

Nanos reiterated that Nancy’s family, including Savannah, Annie and Tommaso Cioni, have been fully cooperative and are not considered suspects. Cioni, who was the last known person to see Nancy alive, has undergone multiple interviews, polygraphs and vehicle forensics. Despite this, online conspiracy theories continue to swirl, often focusing on Cioni’s background and recent absence from his teaching position at BASIS Oro Valley school.

Coffindaffer recently amplified those discussions by noting Cioni’s name no longer appears on the school roster, prompting fresh speculation. Nanos addressed such claims directly, urging the public to avoid baseless accusations that could hinder the investigation or harm innocent parties. “Armchair detectives are not helping,” he said. “They are hurting.”

Challenges in a High-Profile Investigation

The disappearance presents classic difficulties for investigators: no clear motive, limited physical evidence beyond the initial crime scene, and a masked suspect who has not yet been identified. The passage of more than 100 days has shifted the focus from possible rescue to evidence-based prosecution and potential recovery.

Nanos acknowledged the emotional toll on the Guthrie family and the Tucson community. “Every day without answers is painful for them and for us,” he said. “But we are making steady progress through technology, community tips and old-fashioned police work.”

Community support in Tucson has remained strong, with vigils, ribbon campaigns and volunteer efforts continuing. The case has drawn national attention due to Savannah Guthrie’s prominence, turning a local mystery into a national conversation about elder safety and investigative transparency.

What Investigators Are Seeking

The sheriff encouraged the public to report any suspicious activity from late January in the Catalina Foothills and surrounding areas. Specific areas of interest include unusual vehicle movements, individuals attempting to sell or discard items belonging to an older woman, or anyone with unexplained knowledge of the crime scene. Additional video footage from private residences or businesses remains highly valuable.

Digital tips, particularly those that can be cross-referenced with existing timelines, are being prioritized. The investigation continues to receive resources from federal partners, including forensic accountants examining potential financial motives.

Broader Context and Public Fascination

The Nancy Guthrie case stands as a sobering reminder of how quickly lives can change. Nancy was known as an active community member involved in church activities and family gatherings. Her sudden disappearance has left a void felt deeply by relatives and friends.

As the investigation enters a more deliberate, evidence-focused phase, the hope for resolution endures. Whether the “secret” information cited by Sheriff Nanos in previous briefings leads to a breakthrough remains to be seen, but his confident tone has provided a measure of reassurance to those following the case.

The decision to limit communication with the family may be a standard investigative procedure to avoid any appearance of bias or influence, but it has added another layer of complexity to an already emotionally charged situation. For the Guthrie family, the silence from officials may feel like another form of loss after more than three months of uncertainty.

Anyone with information is urged to contact the Pima County Sheriff’s Department tip line or submit anonymously through Crime Stoppers. The $1 million reward remains one of the largest in Arizona history, underscoring the priority this case holds for both law enforcement and the family still waiting for answers.

The coming weeks will test the effectiveness of the sheriff’s digital mapping strategy and the public’s willingness to provide credible tips. For the Guthrie family and the Tucson community, the search for truth continues — one video, one DNA sample and one lead at a time.

WASHINGTON — Tens of thousands of faith-driven Americans converged on the National Mall Saturday for the Rededicate 250 event, a large-scale gathering calling for national spiritual renewal as former President Donald Trump and Pete Hegseth delivered keynote addresses that energized the crowd and amplified calls for moral and cultural restoration ahead of key national milestones.

The event, organized as part of observances tied to America’s upcoming 250th anniversary in 2026, drew a diverse crowd of families, church groups, veterans and conservative activists. Organizers estimated attendance at more than 50,000, with participants filling large sections of the Mall under clear spring skies. Many waved American flags and held signs reading “One Nation Under God” and “Rededicate America,” creating a vibrant, peaceful atmosphere that stood in contrast to more contentious political rallies.

Trump, speaking via video link due to scheduling conflicts, told the gathering that America needed to return to its Judeo-Christian roots to reclaim its greatness. “This nation was founded on faith, and we are rededicating ourselves to those principles today,” he said. “We will make America strong, proud, and godly again.”

Pete Hegseth, a Fox News host and prominent conservative voice, delivered a fiery in-person speech emphasizing the importance of faith in public life. “We are here to rededicate this nation to the God who made it great,” Hegseth declared to loud applause. “The next generation deserves leaders who fear God, not man.”

Event Organizers Highlight Spiritual Awakening

Organizers described Rededicate 250 as a non-partisan but faith-centered initiative aimed at renewing America’s covenant with God ahead of the nation’s 250th birthday. Speakers throughout the day included prominent pastors, worship leaders and conservative figures who stressed prayer, repentance and civic engagement rooted in biblical values.

Live worship sessions, prayer circles and family-friendly activities created an atmosphere of celebration and reflection. Many attendees traveled from across the country, with large groups from Texas, Florida and the Midwest visible throughout the crowd. Volunteers distributed water, food and informational materials promoting local churches and community service projects.

The event also featured testimonies from individuals who credited faith with transforming their lives, adding emotional weight to the day’s proceedings. Organizers said the gathering was part of a broader movement to influence culture, policy and the upcoming political cycle through spiritual rather than purely political means.

How to Watch the Livestream

For those unable to attend in person, the full event was livestreamed across multiple platforms. The official Rededicate 250 website offered free high-quality streaming, while the event was also broadcast live on several Christian television networks and conservative media outlets. YouTube and Rumble channels associated with the organizers provided multiple camera angles and on-demand replays.

Social media platforms carried real-time highlights, with official accounts posting key moments from Trump’s and Hegseth’s speeches. Many churches and community groups hosted watch parties, turning the event into a nationwide experience that extended far beyond Washington, D.C.

Technical issues were minimal, with organizers reporting strong viewership numbers that underscored the event’s reach. The livestream remains available for replay on the official website and partner platforms for those who missed the live broadcast.

Significance in Today’s Cultural Climate

Rededicate 250 comes at a time of deep national division, with debates over religious freedom, moral values and the role of faith in public life dominating headlines. Organizers positioned the event as a unifying call to return to foundational principles rather than a political rally, though the presence of high-profile conservative speakers inevitably drew political interpretations.

Faith leaders emphasized the need for spiritual awakening across political lines. “This is not about one party or one election,” said one prominent pastor who addressed the crowd. “This is about the heart of our nation turning back to God.”

Critics, however, viewed the gathering as another example of faith being used to advance partisan goals. Some progressive groups organized small counter-demonstrations nearby, though both sides reported peaceful interactions overall.

Trump and Hegseth’s Roles Spark Discussion

Trump’s video message reinforced his long-standing appeal to evangelical and faith-based voters. His appearance, even remotely, energized the crowd and kept him relevant in national conversations as speculation about his political future continues.

Hegseth, a veteran and outspoken Christian conservative, used his speech to call for stronger moral leadership in government and culture. His rising profile in conservative circles has fueled speculation about future political ambitions, though he has not announced any plans.

The combination of the two speakers created significant media interest, with major networks covering the event and analysts debating its potential impact on voter engagement and cultural discussions leading into future election cycles.

Broader Movement for National Rededication

Rededicate 250 is part of a larger series of events and initiatives across the country aimed at spiritual renewal. Similar gatherings have occurred in state capitals and major cities, with organizers planning additional national moments as the 250th anniversary approaches in 2026.

Supporters see these efforts as essential for addressing what they describe as moral decline, family breakdown and cultural challenges. Critics argue such movements risk blurring the line between church and state, though organizers maintain they are exercising First Amendment rights to assemble and express faith publicly.

Attendance at Saturday’s event appeared to exceed initial expectations, with many participants expressing a sense of hope and renewed purpose. Families with children, church groups and individuals of all ages participated, creating a diverse cross-section of American Christianity.

Looking Ahead

As the sun set over the National Mall, attendees dispersed with calls for continued prayer and civic engagement. Organizers announced plans for follow-up events and encouraged participants to carry the spirit of rededication back to their communities.

For those who watched online or could not attend, the livestream provided an accessible way to participate in what many described as a historic moment of national reflection. The full program, including Trump’s and Hegseth’s speeches, remains available for viewing on official platforms.

The Rededicate 250 gathering on the National Mall served as a powerful reminder of faith’s enduring role in American life. Whether viewed as a spiritual awakening or a cultural statement, the event highlighted deep currents of belief and conviction that continue to shape the nation’s identity as it approaches its 250th year.