Business

What to Watch in the Next Week

Published

1 hour ago

17 May 2026

Traders will look backwards—and forwards—at some of the world’s biggest companies. Nvidia, the most valuable public company by market capitalization, will report earnings next week, the last of the Magnificent Seven tech companies to show investors how AI continues to transform their business. Big retailers including Walmart and Home Depot also report. Investors will also follow reports that SpaceX could soon file a prospectus for its initial public offering—in what could be one of the largest ever IPOs.

Business

AAR Corp. (AIR) Analyst/Investor Day Transcript

Published

6 minutes ago

17 May 2026

NewsAdmin

OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript

AAR Corp. (AIR) Analyst/Investor Day May 12, 2026 8:30 AM EDT

Company Participants

Christopher Tillett – Vice President of Investor Relations
John Holmes – Chairman, President & CEO
Christopher Jessup – Senior VP & Chief Commercial Officer
Frank Landrio – Senior Vice President of Distribution
Tom Hoferer – Senior Vice President of Repair & Engineering
Andrew Schmidt – Senior Vice President of AAR Digital Services & Trax
Nicholas Gross – Senior Vice President of Integrated Solutions
Dylan Wolin – Chief Financial Officer & Senior VP

Conference Call Participants

Kenneth Herbert – RBC Capital Markets, Research Division
Scott B. Blumenthal – Emerald Research
Sheila Kahyaoglu – Jefferies LLC, Research Division
Noah Levitz – William Blair & Company L.L.C., Research Division
Joshua Bennett – Weatherbie Capital, LLC
Kyle Wenclawiak – Jefferies LLC, Research Division
Michael Leshock – KeyBanc Capital Markets Inc., Research Division
Scott Mikus – Melius Research LLC
Matthew Hayes

Conversation

Operator

Please welcome Vice President, Investor Relations, Chris Tillett.

Christopher Tillett
Vice President of Investor Relations

Good morning, everyone. It’s great to be here with you today at our — and thank you for coming to AAR’s 2026 Investor Day. I see many familiar faces in the crowd, but for those of you I don’t know, my name is Chris Tillett. I’m the Vice President of Investor Relations here at AAR.

So before we begin, a couple of mandatory housekeeping items. Today’s presentation contains forward-looking statements, which are subject to a number of risks. Actual results may vary for reasons that we cite in our Form 10-K and other SEC filings, and reconciliations to any non-GAAP financial measures discussed during today’s presentation can be found in the back of the deck.

So on the basis of presentation, you may have seen last week that we announced a resegmenting of our business and repositioning of our portfolio with the intended wind down of our Commercial

Business

Pershing Square Snapped Up Microsoft Shares, Exited Hilton, Slashed Alphabet Stake in First Quarter

Published

12 minutes ago

17 May 2026

NewsAdmin

Pershing Square Snapped Up Microsoft Shares, Exited Hilton, Slashed Alphabet Stake in First Quarter

Pershing Square Capital Management, the hedge fund run by billionaire Bill Ackman, added Microsoft as a core holding during the first quarter of 2026, betting that the software giant will be a winner in the artificial-intelligence race.

Business

Imerys S.A. (IMYSY) Shareholder/Analyst Call Transcript

Published

19 minutes ago

17 May 2026

NewsAdmin

Patrick Kron

Good afternoon, ladies and gentlemen, dear shareholders. It’s a bit after 03:00 p.m., and I’d like to open our session. I’d like to inform you that in line with legal requirements, the presentations that will be made in the context of this meeting will be filmed and broadcast on our website and the meeting will also be available as a replay. Alongside me here today, we have Alessandro Dazza, who is our CEO; Pierre Lebreuil, the CFO, the new CFO of the group whom we greet, and we’re very happy to have him with us here in this new post and to Emmanuelle Vaudoyer, whom you know, who is the Group General Counsel and Secretary of the Board of Directors. And Ms. Annette Messemer also who is the lady Chair of the Appointments and Compensation Committee, she will be joining us a bit later on to present the items concerning corporate governance.

Also, we have in the room with us members of our Board of Directors whom i like to greet including Johannes Huth and Michael Ogrin, who will be introduced to you later on. Johannes Huth will hopefully, be [ indiscernible ] by you at this meeting to the Board and Michael Agrin is a candidate to be a Board member. And we also have Nadia Laadouli, who is a partner in Deloitte and Associated and Pierre Olivier Etienne, who is a partner in PriceCooper House — PricewaterhouseCoopers Audit representing the joint auditors.

The general meeting is being held today on the

Business

Australia defends property tax changes designed to fix ‘broken’ housing

Published

25 minutes ago

17 May 2026

NewsAdmin

Australia defends property tax changes designed to fix ‘broken’ housing

Business

Imerys S.A. (IMYSY) Shareholder/Analyst Call – Slideshow

Published

32 minutes ago

17 May 2026

NewsAdmin

Imerys S.A. (IMYSY) Shareholder/Analyst Call – Slideshow

Business

Why China is positioned to capture the bulk of the economic robotic value

Published

38 minutes ago

17 May 2026

NewsAdmin

Why China is positioned to capture the bulk of the economic robotic value

Business

Stanley Druckenmiller Just Exited Alphabet. TCI Fund Management Is Buying.

Published

45 minutes ago

17 May 2026

NewsAdmin

Stanley Druckenmiller Just Exited Alphabet. TCI Fund Management Is Buying.

Business

Bill Ackman’s Pershing Square Bets on Microsoft’s AI Ambitions With New Stake

Published

53 minutes ago

17 May 2026

NewsAdmin

Bill Ackman’s Pershing Square Bets on Microsoft’s AI Ambitions With New Stake

Bill Ackman’s Pershing Square has taken a new stake in Microsoft MSFT 3.05%increase; green up pointing triangle, a bet that the software giant’s investments in artificial intelligence aren’t reflected in the company’s slumping share price.

Ackman said in a Friday post on X that Pershing Square had started building the position in February, after the company’s shares declined following an earnings report. The stake was worth $2.4 billion as of the end of Friday, according to a Pershing Square regulatory filing.

Business

S&P 500 Snapshot: 7-Week Win Streak Survives Friday Slump

Published

1 hour ago

17 May 2026

NewsAdmin

S&P 500 Snapshot: 7-Week Win Streak Survives Friday Slump

S&P Market Index Concept — AlexSecret/iStock via Getty Images

By Jennifer Nash

The S&P 500 secured multiple record highs this week but faltered on Friday, retreating 1.2% to mark its steepest daily decline since late March. Even with that pullback, the index managed to finish the week in

Business

Equinor ASA (EQNR) Shareholder/Analyst Call Prepared Remarks Transcript

Published

1 hour ago

17 May 2026

NewsAdmin

Equinor ASA (EQNR) Shareholder/Analyst Call May 12, 2026 9:00 AM EDT

Company Participants

Nils Huseby
Jon Erik Reinhardsen
Anders Opedal – President & CEO

Presentation

Nils Huseby

Good afternoon, and welcome to Equinor Business Center. If there’s need to evacuate the building, there are no planned rehearsals, so all alarms are to be assumed real. When there’s an alarm, everyone has to leave the building immediately. Follow the security guards’ guidance and use the green emergency exits here, here and here. When you get out of the building, disperse and wait for normalization. To get to the rostrum, you have to use the staircase here. And at the end, I want to encourage everyone to show respect for everything people say and best of luck for the AGM. And with that, I want to wish everyone welcome to the Annual General Meeting of Equinor, welcome also…

Unknown Executive

Simultaneous translation to English is available. And for those present in this room, headsets can be used. If you’re logging into Lumi AGM, you can choose the English version by selecting preferred broadcast language. We’ll therefore continue in Norwegian.

Nils Huseby

My name is Nils Morten Huseby, Chair of the Corporate Assembly and the Nomination Committee at Equinor. As in the Notice of Meeting, the Board of Directors of Equinor has in accordance with Section 512 of the Public Limited Companies Act, appointed me to open today’s Annual General Meeting. With me, I have Chairman, Jon Erik Reinhardsen; CEO, Anders Opedal; General Counsel, Helen Rygh Torstensen; and Lawyer and Company Secretary, Alexander Terjesen. Before we begin, I want to ask everyone to switch their cell phones to silent mode. I want to start with some practical information. Voting will happen electronically via Lumi AGM. Items will be open for voting once we have completed the registration of represented shares. The option to vote on the items will then be clearly