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O'Keefe Stevens Advisory Q1 2026 Winners And Laggards
2026-04-28 · via All Articles on Seeking Alpha

Summary

  • The first quarter of 2026 was the first negative quarter for the S&P 500 since Q1 2025's tariff shock.
  • On January 27, Corning and Meta announced a multi-year agreement worth up to $6 billion for optical fiber, cable, and connectivity for U.S. AI data centers, anchored at the Hickory, North Carolina, plant that Corning says will become the world's largest fiber-optic cable facility.
  • Sphere's operating results continue to surprise us to the upside.
  • Perrigo was our biggest loser in 2025 at -46%, and the pain continued into Q1.

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