Elevance Health, Inc. (ELV) Q1 2025 Earnings Call Transcript — Neutral

ELV   Seeking Alpha — April 22, 2025

Elevance Health, Inc. (NYSE:ELV ) Q1 2025 Earnings Conference Call April 22, 2025 8:30 AM ET Company Participants Nathan Rich - VP, IR Gail Boudreaux - President & CEO Mark Kaye - CFO Felicia Norwood - President, Government Health Benefits Pete Haytaian - President, Carelon Conference Call Participants A.J. Rice - UBS Lance Wilkes - Bernstein Stephen Baxter - Wells Fargo Andrew Mok - Barclays Lisa Gill - JPMorgan Ann Hynes - Mizuho Ryan Langston - TD Cowen Erin Wright - Morgan Stanley Ben Hendrix - RBC Capital Markets Josh Raskin - Nephron Research Sarah James - Cantor Fitzgerald Justin …

image for news Elevance Health, Inc. (ELV) Q1 2025 Earnings Call Transcript

TSLA Trepidation: Margins, Robotaxi & Musk Key Focuses in Earnings — Negative

TSLA   Schwab Network — April 22, 2025

Tesla (TSLA) reports earnings after the closing bell. The Mag 7 giant has experienced plenty of volatility in recent months, resulting in a 50% sell-off in its stock.

image for news TSLA Trepidation: Margins, Robotaxi & Musk Key Focuses in Earnings

Mastercard's Resilience Makes It A Buy In 2025 And Beyond — Positive

MA   Seeking Alpha — April 22, 2025

I rate Mastercard a 'buy' due to its strong financial performance, resilience, dominant market position, share buybacks, growing dividends, and economic cycle durability. Mastercard's key business drivers include 12% YoY GDV growth, 20% YoY cross-border volume growth, and an 11% YoY increase in switched transactions. Despite a higher P/E ratio, Mastercard's premium is justified by strong earnings, a solid long-term outlook, and leadership in the global payment ecosystem.

image for news Mastercard's Resilience Makes It A Buy In 2025 And Beyond

SHENZHEN, China , April 22, 2025 /PRNewswire/ -- MicroCloud Hologram Inc. (NASDAQ: HOLO) ("HOLO" or the "Company"), a Hologram Digital Twins Technology provider, today announced that it developed an innovative solution aiming to provide an effective reconstruction for blockchain when it gets attacked. The solution employs verifiable secret sharing (VSS) technology to ensure that the blockchain system can quickly restore and maintain data integrity and consistency even under extreme circumstances.

image for news MicroCloud Hologram Developed an Innovative Blockchain Reconstruction Solution to Strengthen Crypto System Security

NEW YORK CITY, NY / ACCESS Newswire / April 22, 2025 / WHY: New York, N.Y., April 22, 2025.

image for news ROSEN, A HIGHLY RECOGNIZED LAW FIRM, Encourages BigBear.ai Holdings, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - BBAI

Blackstone Stock Crashes - Is It Finally Time To Buy? — Negative

BX   Seeking Alpha — April 22, 2025

Blackstone tumbles on China tension and tariff turmoil — what investors must know now. 4.

image for news Blackstone Stock Crashes - Is It Finally Time To Buy?

W.R. Berkley Q1 Earnings Meet Estimates, Revenues Beat — Positive

WRB   Zacks Investment Research — April 22, 2025

WRB's Q1 results reflect higher catastrophe losses, which were partially offset by higher premiums and improved net investment income.

image for news W.R. Berkley Q1 Earnings Meet Estimates, Revenues Beat

Will Lower Consulting Revenues Affect IBM's Q1 Earnings Results? — Negative

IBM   Zacks Investment Research — April 22, 2025

IBM's Consulting segment is expected to have recorded lower revenues in the first quarter of 2025, owing to soft demand in some end markets and macroeconomic headwinds.

image for news Will Lower Consulting Revenues Affect IBM's Q1 Earnings Results?

LUMN vs. CCOI: Which Enterprise Fiber Stock is the Better Buy? — Neutral

CCOI  LUMN   Zacks Investment Research — April 22, 2025

Lumen appears to be a better investment option compared to Cogent at the moment.

image for news LUMN vs. CCOI: Which Enterprise Fiber Stock is the Better Buy?

RTX earnings beat overshadowed by tariff uncertainty, stock sinks — Negative

RTX   Proactive Investors — April 22, 2025

RTX Corp (NYSE:RTX, ETR:5UR) shares plunged after the defense and aerospace company warned that recently announced tariffs may negatively impact its full-year performance. The company expects adjusted sales in the range of $83 billion to $84 billion and adjusted earnings per share (EPS) between $6 to $6.15 for 2025, but noted that this does not include the potential impact of tariffs.

image for news RTX earnings beat overshadowed by tariff uncertainty, stock sinks

2 Aerospace & Defense Stocks Sliding After Earnings — Negative

NOC  RTX   Schaeffers Research — April 22, 2025

Shares of RTX Corp (NYSE:RTX) are down 9% at $114.75 at last glance, despite the firm's better-than-expected first-quarter earnings and revenue.

image for news 2 Aerospace & Defense Stocks Sliding After Earnings

Ernest Hoffman is a Crypto and Market Reporter for Kitco News. He has over 15 years of experience as a writer, editor, broadcaster and producer for media, educational and cultural organizations.

image for news China launches major push to help Shanghai Gold Exchange compete with LME for pricing power

AGNC Investment Q1 Earnings Top Estimates, Asset Yield Improves Y/Y — Positive

AGNC   Zacks Investment Research — April 22, 2025

AGNC's first-quarter 2025 results reflect a rise in asset yield and declines in book value per share and interest spread.

image for news AGNC Investment Q1 Earnings Top Estimates, Asset Yield Improves Y/Y

ZIM vs. ESEA: Which Shipping Company is a Stronger Play Now? — Positive

ESEA  ZIM   Zacks Investment Research — April 22, 2025

ZIM Integrated Shipping ZIM and Euroseas Limited ESEA are two well-known names in the Zacks Transportation - Shipping industry. While ZIM is based in Israel, ESEA is headquartered in Greece.

image for news ZIM vs. ESEA: Which Shipping Company is a Stronger Play Now?

Comcast to Report Q1 Earnings: What's in Store for the Stock? — Positive

CMCSA   Zacks Investment Research — April 22, 2025

CMCSA's Q1 performance is expected to have benefited from broadband and wireless growth strategies, despite a declining broadband subscriber base.

image for news Comcast to Report Q1 Earnings: What's in Store for the Stock?

Alexandria to Post Q1 Earnings: What's in the Cards for the Stock? — Negative

ARE   Zacks Investment Research — April 22, 2025

ARE's Q1 results are likely to be impacted by high interest expenses due to its substantial debt burden.

image for news Alexandria to Post Q1 Earnings: What's in the Cards for the Stock?

MARLBOROUGH, Mass. , April 22, 2025 /PRNewswire/ -- ConnectM Technology Solutions, Inc. (Nasdaq: CNTM) ("ConnectM" or the "Company"), a high-growth technology company on the leading edge of the energy economy, today announced that SRISID LLC, an institutional investor, has filed an additional Schedule 13G with the Securities and Exchange Commission, disclosing ownership of 7,553,664 shares, or approximately 15.1% of ConnectM's outstanding common stock.

image for news SRISID LLC Increases Position to 7.55M Shares of ConnectM, Representing 15.1% of the Company's Outstanding Common Stock

Snowflake Stock Analysis 2025: Growth, AI Monetization, And What's Next — Positive

SNOW   Seeking Alpha — April 22, 2025

Snowflake has grown from being a data warehouse into something much more powerful. The platform now covers engineering, sharing, app development, even AI workflows. The architecture is cloud-agnostic, and it handles pretty much every data type you can throw at it. With integrations from heavy hitters like OpenAI and Anthropic, it's becoming a go-to for companies trying to make sense of all their data across cloud environments. Snowflake's financial setup is doing what most software companies struggle to pull off - growing fast, staying efficient, and continuing to invest in the future without going off the rails.

image for news Snowflake Stock Analysis 2025: Growth, AI Monetization, And What's Next

Deluxe ReceivablesR360+™ Achieves ISO 20022 Compatibility — Neutral

DLX   Business Wire — April 22, 2025

MINNEAPOLIS--(BUSINESS WIRE)--Deluxe (NYSE: DLX), a trusted Payments and Data company, today announced its ReceivablesR360+™ platform is fully ISO 20022 enabled. This important milestone marks a significant advancement for Deluxe in serving its banking partners and financial institution clients by ensuring seamless integration of all payment types into the company's receivables suite. To achieve this compatibility, Deluxe partnered with IBM Consulting and the IBM Payments Center team to leverag.

image for news Deluxe ReceivablesR360+™ Achieves ISO 20022 Compatibility

A key long-term catalyst is the assumption that NMAX will see above-average growth with its growing popularity among conservatives.

image for news Here Is Why NewsMax (NMAX), WeRide (WRD) and Oklo (OKLO) Are Shooting Higher Today