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United Parcel Service (UPS) Beats Q1 Forecasts but Transitional Costs Keep Pressure on Margins

United Parcel Service (NYSE:UPS) beat Q1 2026Earningsforecasts but shares fell as transitional costs weighed on margins. The AmazonVolumereduction is nearing completion, with the second half positioned as theMargininflection point.Key HighlightsUPS reported Q1 2026 EPS of $1.07, beating the consensus estimate of $1.03 by 3.88%.Revenuereached …

Nitish Kumar | 29 April 2026

Welltower Posts Record Acquisition Activity and 19% FFO Growth as Senior Housing Momentum Holds

Welltower (NYSE:WELL) delivered 19% FFO per share growth in Q1 2025, raised full-year guidance, and announced recordAcquisitionactivity of $6.2 billion year-to-date. Senior housing operating fundamentals remain structurally strong.Key HighlightsWelltower reported Q1 2025 normalised FFO of $1.20 per diluted share, up 18.8% year-over-year.Senior housing operating …

Nitish Kishor | 29 April 2026

Booking Holdings Posts Strong Q1 Growth but Lowers Guidance as Middle East Conflict Disrupts Travel

Booking Holdings (Nasdaq:BKNG) delivered 16%Revenuegrowth and record shareBuybacksin Q1 2026, but the Middle East conflict is cutting approximately 3 percentage points from Q2 room night growth. Long-term travelDemandremains structurally intact.

Nitish Kishor | 29 April 2026

T-Mobile Widens Competitive Lead as Network Differentiation Drives Financial Outperformance

T-Mobile (Nasdaq:TMUS) delivered a strong Q1 2026Earningsbeat with 11% total serviceRevenuegrowth and raised full-year EBITDA guidance. Network differentiation and ARPA expansion are driving a widening competitive gap.Key HighlightsT-Mobile reported Q1 2026 EPS of $2.27, beating the consensus estimate of $2.05 by 10.73%.Total serviceRevenuegrew 11% …

Nitish Kishor | 29 April 2026

Visa's Strongest Revenue Growth in Over a Decade Signals Structural Momentum

Visa's (NYSE:V) fiscal Q2 2026Earningsbeat expectations on both EPS andRevenue, with 17% netRevenuegrowth, recordBuybacks, and accelerating value-added services. Here is what the numbers signal for investors.Key HighlightsVisa reported Q2 2026 EPS of $3.31, surpassing the consensus estimate of $3.09 by 7.1%.NetRevenuerose 17% year-over-year to …

Nitish Kishor | 29 April 2026

The Night That Could Move Markets: Alphabet, Amazon, Microsoft, and Meta Report Together

In the modern era ofEquitymarkets, few events carry the weight of a single major technologyEarningsrelease. Wednesday's after-market session will feature not one, but four of the most consequential corporate results in the world, arriving simultaneously. Alphabet, Amazon, Microsoft, and Meta Platforms together represent a …

Nitish Kishor | 29 April 2026

Brent Crude Surges Past USD 117 as Hormuz Fears and Inventory Shock Grip Global Energy Markets

Global oil markets are confronting one of their most acuteSupplyshocks in recent memory. On Wednesday,Brent Crudefutures surged more than 5% to trade above USD 117 per barrel, a level not seen since June 2022. The move reflects mounting anxiety over a conflict involving Iran …

Nitish Kishor | 29 April 2026

The US Just Became a Net Oil Exporter. The Iran War Made It Happen.

The latest weekly data from the US Energy Information Administration marks more than a routine inventory report. For the first time in recorded weekly data going back to 2001, the United States registered negative net crude imports, with exports of 6.44 million barrels per …

Nitish Kishor | 29 April 2026
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