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Comcast Bets on Wi-Fi and Mobile Bundles to Reset Connectivity Growth

Comcast (NASDAQ:CMCSA) is pursuing a broad reset of its Connectivity and Platforms business, with a heavier focus on Wi-Fi, mobile convergence, simplified pricing and network upgrades, Steve Croney, CEO of Connectivity and Platforms at Comcast, said at the MoffettNathanson Media and Communications C

NASDAQ:CMCSA
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Stantec Q1 Earnings Call Highlights

Stantec (NYSE:STN) reported higher first-quarter 2026 revenue, earnings and backlog, with management reaffirming its full-year targets and pointing to continued demand across water, infrastructure, energy transition, data centers and defense-related markets. President and Chief Executive Officer Go

NYSE:STN
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STERIS Q4 Earnings Call Highlights

STERIS (NYSE:STE) reported a stronger fiscal 2026 overall despite a lighter fourth quarter, with executives pointing to record annual revenue, resilient procedure demand and continued pricing gains, while also outlining expectations for mid- to high-single-digit growth in fiscal 2027. Senior Vice P

NYSE:STE
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Surf Air Mobility Q1 Earnings Call Highlights

Surf Air Mobility (NYSE:SRFM) reported first-quarter 2026 results that came in at the high end of its revenue outlook and ahead of its Adjusted EBITDA guidance, while management raised its full-year profitability forecast and emphasized cost savings from its SurfOS technology platform. Chief Execut

NYSE:SRFM
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SiriusPoint Q1 Earnings Call Highlights

SiriusPoint (NYSE:SPNT) reported a strong start to 2026, with management pointing to improved underwriting profitability, lower catastrophe volatility and continued capital returns during the company’s first-quarter earnings call. Chief Executive Officer Scott Egan said the company delivered a core

NYSE:SPNT
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Spire Global Q1 Earnings Call Highlights

Spire Global (NYSE:SPIR) reported first-quarter 2026 results that exceeded its own guidance for revenue and adjusted EBITDA, while management reiterated its full-year outlook and said the company’s growth plan remains weighted toward the second half of the year. Chief Executive Officer Theresa Cond

NYSE:SPIR
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Simon Property Group Q1 Earnings Call Highlights

NYSE:SPG
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Virgin Galactic Q1 Earnings Call Highlights

NYSE:SPCE
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Mesirow Financial Investment Management Inc. Reduces Position in Texas Instruments Incorporated $TXN

NASDAQ:TXN
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Micron Technology, Inc. $MU Shares Sold by Mesirow Financial Investment Management Inc.

NASDAQ:MU
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Mesirow Financial Investment Management Inc. Sells 37,247 Shares of Verizon Communications Inc. $VZ

NYSE:VZ
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American Tower Corporation $AMT Shares Sold by Mesirow Financial Investment Management Inc.

NYSE:AMT
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Mesirow Financial Investment Management Inc. Sells 11,722 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

NYSE:TSM
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Mesirow Financial Investment Management Inc. Has $3.51 Million Position in Tesla, Inc. $TSLA

NASDAQ:TSLA
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Mesirow Financial Investment Management Inc. Has $3.55 Million Holdings in Uber Technologies, Inc. $UBER

NYSE:UBER
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CME Group Inc. $CME Shares Sold by Mesirow Financial Investment Management Inc.

NASDAQ:CME
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Mesirow Financial Investment Management Inc. Cuts Holdings in Pfizer Inc. $PFE

NYSE:PFE
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Mesirow Financial Investment Management Inc. Raises Stock Holdings in Netflix, Inc. $NFLX

NASDAQ:NFLX
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Mesirow Financial Investment Management Inc. Has $15.06 Million Stake in Eli Lilly and Company $LLY

NYSE:LLY
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Mesirow Financial Investment Management Inc. Cuts Stock Holdings in Johnson & Johnson $JNJ

NYSE:JNJ
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Pinnacle Associates Ltd. Raises Stock Holdings in Helmerich & Payne, Inc. $HP

NYSE:HP
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Vertiv Holdings Co. $VRT Shares Acquired by Pinnacle Associates Ltd.

NYSE:VRT
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Pinnacle Associates Ltd. Has $8.23 Million Position in Ichor Holdings, Ltd. $ICHR

NASDAQ:ICHR
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Pinnacle Associates Ltd. Has $9.10 Million Position in Netflix, Inc. $NFLX

NASDAQ:NFLX
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Pinnacle Associates Ltd. Sells 1,246 Shares of Advanced Micro Devices, Inc. $AMD

NASDAQ:AMD
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Solaris Energy Infrastructure, Inc. $SEI Shares Sold by Pinnacle Associates Ltd.

NYSE:SEI
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Pinnacle Associates Ltd. Trims Stake in Nebius Group N.V. $NBIS

NASDAQ:NBIS
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Pfizer Inc. $PFE Shares Sold by Pinnacle Associates Ltd.

NYSE:PFE
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Pinnacle Associates Ltd. Lowers Stock Holdings in Verizon Communications Inc. $VZ

NYSE:VZ
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Pinnacle Associates Ltd. Increases Stock Position in Ultra Clean Holdings, Inc. $UCTT

NASDAQ:UCTT
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