#earnings-and-outlook

#earnings-and-outlook

"It has nailed every recession since WWII without falsely predicting a downturn. If it is triggered, it may take a while for the Business Cycle Dating Committee of the National Bureau of Economic Research to confirm it, but we are already in a recession."

I think that most people who are focused on oil prices right now think that if this happens tonight, you're looking at much higher oil prices and for a very long time.

The challenges we all face are significant. The list is long but at the top are the terrible ongoing war and violence in Ukraine, the current war in Iran and the broader hostilities in the Middle East, terrorist activity and growing geopolitical tensions, importantly with China.

Look, investors didn't get what they wanted to hear last night. I think that it was pretty straightforward that there were a lot of people buying stocks, betting that this was going to be the official wind-down. Not more bombing.

Figure Technology Solutions reported Q1 2026 originations of $2.9 billion, more than double year-over-year, with monthly volumes crossing $1 billion in March 2026.

BMO believes Americas Gold has the expertise to execute its optimization strategy, particularly at the Galena Complex, and sees the company's approach increasing free cash flow generation as production grows organically.

Braze's Q4 revenue of $205.2 million surpassed the consensus estimate of $198.23 million by 3.50%, marking a significant 27.9% year-over-year growth.

Earnings-call word usage shows increased emphasis on growth in Q3 versus Q2, decreased mentions of tariffs and uncertainty, and slope of highlighted words represents change in usage between quarters.