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Date

May 12, 2026, at 5:30 p.m. ET

Call participantsPresident and Chief Executive Officer — Brian C. FaithSenior Vice President and Chief Financial Officer — Elias N. NaderTakeawaysTotal revenue -- $5.1 million, up 16.5% year over year and 35.3% sequentia...

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Key Points

Vanguard Extended Duration Treasury Index ETF has a lofty 5% yield.

The ETF's focus on the long end of the yield curve exposes investors to an important risk.


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Key Points

Ambiq's ultra-low power chips are in over 300 million edge computing devices.

Management sees strong sales and margin expansion in the years ahead.


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Key Points

Toast continues to generate strong low 20% revenue growth and mid-20% ARR.

The stock is looking increasingly cheap at current levels.


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Key Points

Operating margin was negative in the first quarter, and sales were down across all categories.

The company is launching new products sold at major U.S. supermarkets.

It's entering new categories and launching a plant-based protein drink.


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