Meridian Intelligence · Global Finance Intelligence

13 hr ago

HRB

H&R Block stock surges after big Q4 earnings, strong guidance, dividend boost

H&R Block stock surges after big Q4 earnings, strong guidance, dividend boost. Market participants are assessing the implications for related sectors and as…

Meridian Intelligence View: Meridian Intelligence view: Earnings and buybacks reflect past capital allocation. Subjective value differs by individual; markets discover prices continuously—do not equate earnings beats with lasting productivity gains.

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13 hr ago

FOCL

FocalTherics announces public ADS offering, prelim HIFU segment revenue

FocalTherics announces public ADS offering, prelim HIFU segment revenue. Market participants are assessing the implications for related sectors and asset prices…

Meridian Intelligence View: Meridian Intelligence view: Earnings and buybacks reflect past capital allocation. Subjective value differs by individual; markets discover prices continuously—do not equate earnings beats with lasting productivity gains.

Read full article →

13 hr ago

CRWV

Earnings Snapshot: CoreWeave Q2 revenue surge; backlog hits $104B as AI capacity expanded

Earnings Snapshot: CoreWeave Q2 revenue surge; backlog hits $104B as AI capacity expanded. Market participants are assessing the implications for related sector…

Meridian Intelligence View: Meridian Intelligence view: Earnings and buybacks reflect past capital allocation. Subjective value differs by individual; markets discover prices continuously—do not equate earnings beats with lasting productivity gains.

Read full article →

13 hr ago

LITE

Earnings Snapshot: Lumentum Q4 revenue jumps 109% on AI optics demand; Q1 outlook strong

Earnings Snapshot: Lumentum Q4 revenue jumps 109% on AI optics demand; Q1 outlook strong. Market participants are assessing the implications for related sectors…

Meridian Intelligence View: Meridian Intelligence view: Earnings and buybacks reflect past capital allocation. Subjective value differs by individual; markets discover prices continuously—do not equate earnings beats with lasting productivity gains.

Read full article →

18 hr ago

QMCO

Quantum shares surge after Q1 beat, strong revenue guidance

Quantum shares surge after Q1 beat, strong revenue guidance. Market participants are assessing the implications for related sectors and asset prices. Analysts n…

Meridian Intelligence View: Meridian Intelligence view: Earnings and buybacks reflect past capital allocation. Subjective value differs by individual; markets discover prices continuously—do not equate earnings beats with lasting productivity gains.

Read full article →

22 hr ago

NOPMFNEO

Neo Performance Materials beats top-line estimates; raises FY26 outlook

Neo Performance Materials beats top-line estimates; raises FY26 outlook. Market participants are assessing the implications for related sectors and asset prices…

Meridian Intelligence View: Meridian Intelligence view: Earnings and buybacks reflect past capital allocation. Subjective value differs by individual; markets discover prices continuously—do not equate earnings beats with lasting productivity gains.

Read full article →

22 hr ago

MIDD

Middleby beats top-line and bottom-line estimates; gives Q3 and raises FY outlook

Middleby beats top-line and bottom-line estimates; gives Q3 and raises FY outlook. Market participants are assessing the implications for related sectors and as…

Meridian Intelligence View: Meridian Intelligence view: Earnings and buybacks reflect past capital allocation. Subjective value differs by individual; markets discover prices continuously—do not equate earnings beats with lasting productivity gains.

Read full article →

22 hr ago

JBI

Janus International reports mixed Q2 results; updates FY26 outlook

Janus International reports mixed Q2 results; updates FY26 outlook. Market participants are assessing the implications for related sectors and asset prices. Ana…

Meridian Intelligence View: Meridian Intelligence view: Earnings and buybacks reflect past capital allocation. Subjective value differs by individual; markets discover prices continuously—do not equate earnings beats with lasting productivity gains.

Read full article →

Guidance

H&R Block stock surges after big Q4 earnings, strong guidance, dividend boost

FocalTherics announces public ADS offering, prelim HIFU segment revenue

Earnings Snapshot: CoreWeave Q2 revenue surge; backlog hits $104B as AI capacity expanded

Earnings Snapshot: Lumentum Q4 revenue jumps 109% on AI optics demand; Q1 outlook strong

Quantum shares surge after Q1 beat, strong revenue guidance

Neo Performance Materials beats top-line estimates; raises FY26 outlook

Middleby beats top-line and bottom-line estimates; gives Q3 and raises FY outlook

Janus International reports mixed Q2 results; updates FY26 outlook

Guidance

H&R Block stock surges after big Q4 earnings, strong guidance, dividend boost

FocalTherics announces public ADS offering, prelim HIFU segment revenue

Earnings Snapshot: CoreWeave Q2 revenue surge; backlog hits $104B as AI capacity expanded

Earnings Snapshot: Lumentum Q4 revenue jumps 109% on AI optics demand; Q1 outlook strong

Quantum shares surge after Q1 beat, strong revenue guidance

Neo Performance Materials beats top-line estimates; raises FY26 outlook

Middleby beats top-line and bottom-line estimates; gives Q3 and raises FY outlook

Janus International reports mixed Q2 results; updates FY26 outlook

Guidance

H&amp;R Block stock surges after big Q4 earnings, strong guidance, dividend boost

FocalTherics announces public ADS offering, prelim HIFU segment revenue

Earnings Snapshot: CoreWeave Q2 revenue surge; backlog hits $104B as AI capacity expanded

Earnings Snapshot: Lumentum Q4 revenue jumps 109% on AI optics demand; Q1 outlook strong

Quantum shares surge after Q1 beat, strong revenue guidance

Neo Performance Materials beats top-line estimates; raises FY26 outlook

Middleby beats top-line and bottom-line estimates; gives Q3 and raises FY outlook

Janus International reports mixed Q2 results; updates FY26 outlook

Guidance

H&amp;R Block stock surges after big Q4 earnings, strong guidance, dividend boost

FocalTherics announces public ADS offering, prelim HIFU segment revenue

Earnings Snapshot: CoreWeave Q2 revenue surge; backlog hits $104B as AI capacity expanded

Earnings Snapshot: Lumentum Q4 revenue jumps 109% on AI optics demand; Q1 outlook strong

Quantum shares surge after Q1 beat, strong revenue guidance

Neo Performance Materials beats top-line estimates; raises FY26 outlook

Middleby beats top-line and bottom-line estimates; gives Q3 and raises FY outlook

Janus International reports mixed Q2 results; updates FY26 outlook

H&R Block stock surges after big Q4 earnings, strong guidance, dividend boost

H&R Block stock surges after big Q4 earnings, strong guidance, dividend boost