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
BlackBerry's QNX Software Powers 275 Million Vehicles, Driving Profit Turnaround
Technology Sarah Chen

BlackBerry's QNX Software Powers 275 Million Vehicles, Driving Profit Turnaround

BlackBerry's QNX software now runs in over 275 million vehicles, generating $268 million in fiscal 2026 revenue and helping the company post a $53.2 million profit.

BB
Fiserv Joins x402 Foundation for AI-Driven Payments Ahead of Q1 Earnings
Technology Sarah Chen

Fiserv Joins x402 Foundation for AI-Driven Payments Ahead of Q1 Earnings

Fiserv has joined the x402 Foundation to develop open standards for automated internet payments, ahead of its Q1 earnings release on May 5 and investor day on May 14.

FISV
Arista Networks Faces Pivotal AI Earnings Test After Morgan Stanley Price Target Hike
Earnings James Calloway

Arista Networks Faces Pivotal AI Earnings Test After Morgan Stanley Price Target Hike

Morgan Stanley raised its Arista Networks price target to $180 ahead of Q1 earnings on May 5. Revenue consensus is $2.62 billion with AI data center spending in focus.

ANET CSCO HPE NVDA
ON Semiconductor Hits 52-Week High on EV Deals Ahead of Q1 Results
Earnings James Calloway

ON Semiconductor Hits 52-Week High on EV Deals Ahead of Q1 Results

ON Semiconductor shares closed at a 52-week high of $103.03 ahead of Q1 earnings, boosted by electric-vehicle partnerships with Geely and NIO.

ON
RTX Lands Major Defense Contracts as U.S. Accelerates $8.6B Middle East Arms Sales
Markets Daniel Marsh

RTX Lands Major Defense Contracts as U.S. Accelerates $8.6B Middle East Arms Sales

RTX Corp. was named principal contractor in U.S.-approved $8.6B Middle East arms sales and received $1.27B in new U.S. missile contracts, fueling defense backlog growth.

RTX LMT NOC BAESY
Lumen Technologies Q1 Earnings Preview: AI-Driven Strategy Faces Revenue Decline
Earnings James Calloway

Lumen Technologies Q1 Earnings Preview: AI-Driven Strategy Faces Revenue Decline

Lumen Technologies is set to report its first-quarter earnings on May 5, with expectations of a loss as the company shifts focus to AI and enterprise fiber.

LUMN