Fitch Upgrades Citigroup Outlook as Fraser Prepares for Key Investor Day
Markets Daniel Marsh

Fitch Upgrades Citigroup Outlook as Fraser Prepares for Key Investor Day

Fitch Ratings revised Citigroup's outlook to positive, citing progress in CEO Jane Fraser's restructuring. Q1 net income hit $5.8B on $24.6B revenue, with shares closing at $127.44.

C JPM BAC WFC
MP Materials Earnings in Focus Amid Rare Earth Supply Shifts
Earnings James Calloway

MP Materials Earnings in Focus Amid Rare Earth Supply Shifts

MP Materials will report Q1 earnings on May 7, with China shipping 60 tons of yttrium oxide to the U.S. in March, though annual imports are still down 75%.

MP
Vanguard's 7.5% Realty Income Stake Puts REIT in Spotlight Ahead of Q1 Results
Earnings James Calloway

Vanguard's 7.5% Realty Income Stake Puts REIT in Spotlight Ahead of Q1 Results

Vanguard Capital Management disclosed a 7.49% stake in Realty Income ahead of its Q1 earnings. The REIT reports May 6, with FFO and acquisition strategy in focus.

Coca-Cola Shareholders Reject Five Environmental and Social Proposals
Markets Daniel Marsh

Coca-Cola Shareholders Reject Five Environmental and Social Proposals

Coca-Cola shareholders rejected five investor proposals on plastics, sustainability, and diversity. CEO Henrique Braun secured 99.84% support, and the company raised its full-year EPS forecast.

KO
Walmart Reverts to Cashier-Only Checkout in Philadelphia Store
Markets Daniel Marsh

Walmart Reverts to Cashier-Only Checkout in Philadelphia Store

Walmart has eliminated self-checkout for regular customers at its South Philadelphia store, returning to cashier lanes, as part of a broader strategy to balance service and security.

WMT
Eaton Shares Retreat from 52-Week Peak Ahead of Key Q1 Report
Earnings James Calloway

Eaton Shares Retreat from 52-Week Peak Ahead of Key Q1 Report

Eaton shares pulled back from a fresh 52-week high as the market braces for first-quarter earnings, with AI data-center demand in the spotlight.

ETN
Disney Faces FCC License Review Ahead of Earnings Report
Regulation James Calloway

Disney Faces FCC License Review Ahead of Earnings Report

The FCC has ordered Disney's ABC to file early license renewals for eight major TV stations by May 28, citing potential anti-discrimination violations, just days before Disney's quarterly earnings report.

DIS CMCSA NFLX
Constellation Energy Investors Reject DEI Report, Focus on Calpine Integration
Markets Daniel Marsh

Constellation Energy Investors Reject DEI Report, Focus on Calpine Integration

Constellation Energy shareholders overwhelmingly rejected a proposal to review DEI program risks and returns, clearing the way for attention on the Calpine merger integration and upcoming earnings.

CEG
Bloom Energy Hits New Heights on AI Data Center Deal and Upbeat Forecast
Markets Daniel Marsh

Bloom Energy Hits New Heights on AI Data Center Deal and Upbeat Forecast

Bloom Energy shares jumped 2.6% to $290.52 after raising 2026 guidance and securing a 2.45 GW fuel-cell deal with an Oracle-backed data center in New Mexico.

BE PLUG FCEL ORCL
Vistra Corp. Prepares for Q1 Earnings with Dividend Announcement and Analyst Caution
Earnings James Calloway

Vistra Corp. Prepares for Q1 Earnings with Dividend Announcement and Analyst Caution

Vistra Corp. declared a $75 million quarterly dividend ahead of May 7 earnings. JPMorgan cut its price target to $231, while the company's Cogentrix acquisition and Meta nuclear deals shape growth.

VST NEE SO AEP META D NRG
Kraft Heinz Faces Berkshire Valuation Gap Ahead of Q1 Report
Earnings James Calloway

Kraft Heinz Faces Berkshire Valuation Gap Ahead of Q1 Report

Berkshire Hathaway's Kraft Heinz stake was $1.4 billion below carrying value at March 31. KHC reports Q1 earnings May 6 with analysts expecting EPS of $0.50 on $5.89B revenue.

KHC BRK.B
NextEra Energy Secures Major Arizona Solar Contract Amid Surging Power Demand
Markets Daniel Marsh

NextEra Energy Secures Major Arizona Solar Contract Amid Surging Power Demand

NextEra Energy Resources and Salt River Project have agreed to build 3,000 MW of solar capacity in Arizona by 2034, enough to power 595,000 homes, as utilities scramble to meet soaring electricity demand.

NEE