Macy's, Inc., an omni-channel retail organization, operates stores, websites, and mobile applications in the United States. The company sells various merchandis...
Macy's posted a strong regular-session rally of 6.7% to close at $24.955, forming a single-session uptrend from a pre-market low of $23.72 to an intraday high of $24.995, approaching its 52-week peak. The move was driven by Q1 earnings beat and guidance raise, along with strategic appointments for Bluemercury and a Calista partnership on Macys.com. However, insider selling of over $250k during the quarter contrasts with Berkshire's new large stake, signaling mixed internal sentiment.
US Tech and Mid-Cap Firms Signal Strategic Shifts in 2026 Capital Reallocation
Macy’s Inc. taps Kering Beauté exec to lead Bluemercury
08:46 ETCalista Expands Retail Presence with Macys.com Launch
Macy’s, Inc. Appoints Alexandre Choueiri as CEO of Bluemercury | M Stock News
Macy's Inc Stock 12‑Month Price Target Raised to $22.5, Implies 3% Downside
Macy’s announces R$ 0.67 per unit dividend payout for Q2 2026
Micron sinks 6% and Marvell tumbles 10% as last week's storage rally unwinds, SpaceX passes Amazon to become the world's 5th-largest company, and Warsh chairs his first Fed meeting tonight.
QCOM reported FY26 Q2 (quarter ended Mar 2026) after the U.S. close on Apr 30 (Beijing time).
Key takeaways: 1) Core metrics.Revenue was $10.6bn, down 3.5% YoY, in line with consensus ($10.56bn).
The renewed decline reflected a sluggish downstream handset market.GPM was 53.8% (-120bps YoY), below consensus at 54.6%.
Amid memory shortages...
+12Below is Dolphin Research's Trans of Qualcomm's FY2026 Q1 earnings call. For our earnings analysis, see 'Qualcomm: Memory Crunch Deepens — Are Handset Stocks Doomed?'.
Key takeaways: 1) Memory shortage. Over the next few quarters, the smartphone industry will face constrained DRAM supply and higher prices. As memory suppliers shift capacity to HBM to meet AI data-center demand, shortages and price hikes are emerging, which could determine the industry's overall scale this fiscal year.2) OEMs. Several smartphone makers are adopting a cautious stance, especially Chinese brands. ...
