What's Going on With Palantir Stock? The Motley Fool

Artem Onoprienko/iStock via Getty Images Introduction The iShares Core MSCI Canadian Quality Div Index ETF ( XDIV:CA ) has outperformed the S&P 500 this year, benefiting from its high energy exposure amid energy price volatility. While oil futures point to a sizable drop in oil prices going into 2027, I believe that Canada will see long-term benefits from the Middle East war as it will attract buyers looking to diversify their energy supplies. I rate XDIV:CA a Buy, with my bullish thesis briefly summarized as: XDIV holdings trade at only 18.7x their trailing earnings, a wide discount relative to the S&P 500 even if we account for outsized AI-driven earnings growth for U.S. large caps in 2026. Canadian GDP growth is forecast to accelerate going into 2030, in contrast to the United States where GDP growth dynamics are set to moderate. XDIV is suitable for long-term dividend growth investors comfortable with underperformance during recessions, with a total return outlook of just under 9%. ETF Strategy and Characteristics XDIV invests in Canadian companies with above-average dividend yields delivering steady or growing dividend payments. As per the benchmark index (the MSCI Canada High Dividend Yield 10% Security Capped Index ), no individual security has a weight above 10% in XDIV. Even with these safety checks in place, XDIV is quite a concentrated ETF, with assets invested in only 21 individual holdings, resulting in a top ten holdings concentration of around 75%, roughly double the concentration observed in the S&P 500. This makes XDIV returns dependent on the idiosyncratic risks faced by its major holdings. For investors not comfortable with this XDIV characteristic, an easy way to address high concentration is to hold XDIV as part of your ETF portfolio, preferably including ETFs which complement XDIV's sector allocation. Speaking of sector exposure, XDIV is heavily invested in cyclical sectors such as financials, energy, and consumer discretionary, which account f...

全球财经媒体昨夜今晨 共同关注的头条新闻主要有： 1、 美国称伊朗应在周五就止战方案作出答复 2、 美国调解取得突破：普京与泽连斯基接受三天停火及战俘交换 3、 英特尔与苹果达成协议 将代工生产部分苹果设备所用芯片 4 、 单周飙升38%！美光市值突破8400亿美元，内存芯片热潮进入“抛物线”式上涨 5、 美贸易法院裁定特朗普的10%全球关税无效后 司法部提出上诉 6、 摩根大通：不能再忽视汽油价格升至5美元的风险 美国称伊朗应在周五就止战方案作出答复 美国表示，期望伊朗很快就总统唐纳德·特朗普为结束双方战争提出的最新方案作出回应。而隔夜的冲突对持续一个月的停火构成进一步威胁。 美国国务卿鲁比奥对记者表示，伊朗“应该”在周五给出答复。 伊朗仍未表明是否会接受特朗普周三发出的方案。该方案提议，德黑兰在未来一个月内重新开放霍尔木兹海峡，美国则结束对伊朗港口的封锁。 伊朗外交部发言人Esmail Baghaei向半官方的塔斯尼姆通讯社表示，德黑兰“正在评估中”，但未给出时间表。 这份一页纸文件暗示，只要伊朗接受，战争就将结束。尽管双方此后仍需就伊朗核计划达成协议。 美国调解取得突破：普京与泽连斯基接受三天停火及战俘交换 俄罗斯与乌克兰周五证实，双方已同意美国总统特朗普宣布的三天停火，停火时间从5月9日持续至5月11日。特朗普在“真相社交”平台上发布的消息还称，这两个已交战超过四年的国家将各交换1000名战俘。 特朗普表示，俄乌停火将包括暂停所有“动能活动”，以及双方各交换1000名战俘。他写道：“这一请求是由我直接提出的，我非常感谢弗拉基米尔·普京总统和弗拉基米尔·泽连斯基总统的同意。希望这是一场非常漫长、致命且艰苦的战争结束的开始。”特朗普补充说，为结束战争而进行的谈判仍在继续，“我们每天都在越来越接近”。 泽连斯基发文证实，停火是美国斡旋努力的一部分，人道主义问题仍是关键优先事项。他写道：“因此，今天在美国方面斡旋的谈判框架内，我们获得了俄罗斯的同意，以1000对1000的形式进行战俘交换。” 英特尔与苹果达成协议 将代工生产部分苹果设备所用芯片 据知情人士透露， 苹果 与 英特尔 已达成初步协议，英特尔将代工生产部分苹果设备所用芯片。 知情人士称，两家企业已进行逾一年密集谈判，并在近几个月敲定正式协议。 知情人士表示，目前尚不清楚英特尔将为苹果哪类产品代工芯片。苹果...

Orlando, Fla., May 08, 2026 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC (CNL Strategic Capital or the Company) seeks to provide current income and long-term appreciation to investors by acquiring controlling equity stakes in combination with loan positions in privately owned middle-market businesses. The Company announced its operating results for the three months ended March 31, 2026.

Justin Sullivan/Getty Images News PG&E ( PCG ) released findings Friday from an independent investigation into last December's substation fire that left ~130K customers across San Francisco without electricity, concluding the incident was caused by a combination of factors rather than a single failure. Exponent, the firm that conducted the report, found that the fire probably started because of multiple contributing factors with the environment and the layout of the substation, but the report did not discuss whether PG&E ( PCG ) could or should have done anything differently to prevent the fire. "The building's open design, along with a specific weather pattern, caused high humidity levels inside the substation," the report said. "High humidity and low temperatures created conditions that allowed for condensation to occur on the back of an insulating board." State utility regulators are still investigating the incident, and Exponent is continuing a wider-ranging evaluation into the root causes. Since the incident, PG&E ( PCG ) has said it has made several improvements, including replacing circuit breakers and transformers and adding weatherproofing measures to reduce the risk of similar events. More on PG&E PG&E Q1 2026 Earnings Call Presentation PG&E Put At Risk By California Governor's Race Shakeup (Rating Downgrade) PG&E: Buy A Redesigned Company

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.84%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.02%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.35%. June E-mini S&P futures (ESM26 ) rose +0.79%, and June E-mini Nasdaq futures...

Wall Street is a bit of a fishbowl, with many industry participants hyper-focused on the short term. This is why you see lemming-like behavior when big events transpire, leading to often dramatic price moves for stocks and the broader market. Right now, there are a lot of moving parts in the world, and investors are concerned that a recession could be on the horizon. That's not the least bit unreasonable. The bigger issue is what you should do about it. For most investors, the answer is probably nothing. Or, perhaps, even double down on your investment plan if there is a recession. Here's why. Image source: Getty Images. Continue reading

Billions invested in semiconductor fabs bring rising water demand TechRadar

Is it Too Late to Buy AMD Stock? The Motley Fool

Source: Bloomberg, 0:00

格隆汇5月9日｜富时A50期指连续夜盘收涨0.21%，报15660点。

Earnings Call Insights: Mercer International (MERC) Q1 2026 Management view Richard Short (Executive VP, CFO & Secretary) said operating EBITDA was about $8 million, “an increase of $28 million when compared with the fourth quarter's results,” while results were still pressured by “rising fiber costs in both Germany and Canada, alongside weak demand and pricing for pulp and lumber.” Short disclosed a balance-sheet event: “In the first quarter, as a result of the high cost and weak markets for our products, we did not meet the leverage ratio covenant under our German revolving credit facility,” adding, “we successfully obtained a waiver from our lenders for this covenant covering the current quarter and the subsequent 2 quarters.” Short highlighted a major noncash item and bottom-line result: “The current quarter's EBITDA also includes a noncash inventory impairment charge of $22 million,” and “We reported a consolidated net loss of $52 million for the first quarter or $0.78 per share.” Juan Bueno (CEO, President & Director) tied the quarter to operational execution and fiber constraints, saying, “Overall, I was pleased with how our mills ran in Q1. But at the same time, it was frustrating to have to slow down some of them due to either insufficient or too expensive fiber supply.” Bueno introduced a new governance and strategic process focused on financing and liquidity: “we're evaluating strategic alternatives and financing options to enhance our liquidity and financial condition,” and “The Board has appointed a special committee, overseeing management's efforts along these lines.” Outlook Bueno guided to higher near-term input costs, stating, “we expect these increases costs to move more meaningfully and impact Q2,” and quantified: “an increase of between $5 to $10 per ton of pulp on freight costs and around $5 per ton for chemicals.” On pulp pricing, Bueno said, “we expect to see some modest NBSK price improvements in Q2 across all markets with NBHK remaining fair...

格隆汇5月9日｜周五（5月8日）纽约尾盘，美国10年期基准国债收益率跌3.19个基点，报4.3541%，本周累计下跌1.57个基点，整体持续走低，交投于4.4624%-4.3140%区间。两年期美债收益率跌2.66个基点，报3.8846%，北京时间20:30发布美国非农就业报告时拉升至3.9262%刷新日高、随后快速转跌，本周累涨0.71个基点，整体交投于3.8220%-3.9913%区间。本周，20年期美债收益率累跌3.44个基点，报4.9183%；30年期美债收益率累跌2.47个基点，报4.9338%。三年期美债收益率累涨0.57个基点，报3.9084%；五年期美债收益率累跌1.20个基点，报4.0024%；七年期美债收益率跌1.56个基点，报4.1756%。02/10年期美债收益率利差累跌2.279个基点，报+46.539个基点。10年期通胀保值国债（TIPS）收益率累涨2.30个基点，至1.8909%；两年期TIPS收益率累涨20.04个基点，至1.0653%，整体持续走高；30年期TIPS收益率累跌1.73个基点，至2.6513%。

格隆汇5月9日｜周五（5月8日）纽约尾盘，现货黄金涨0.63%，报4715.23美元/盎司，本周累计上涨2.19%，5月4-6日呈现出V形反转，5月6日北京时间16:30以来持续高位窄幅震荡——交投于4700美元关口附近。COMEX黄金期货涨0.35%，报4727.40美元/盎司，本周累涨1.78%。 现货白银涨2.35%，报80.3016美元/盎司，本周累涨6.59%，整体交投于72.2164-82.1257美元。COMEX白银期货涨0.88%，报80.885美元/盎司，本周累涨5.81%。COMEX铜期货涨1.74%，报6.2835美元/磅，短线拉升之后、14:00以来持续窄幅震荡于6.30美元一线，本周累涨5.03%。现货铂金涨1.26%，报2055.92美元/盎司，本周累涨3.30%。现货钯金涨0.37%，报1492.72美元/盎司，本周累跌2.30%。

AMD (NASDAQ: AMD) stock is soaring after reporting fantastic quarterly results. *Stock prices used were the afternoon prices of May 6, 2026. The video was published on May 8, 2026. Continue reading

美国表示，期望伊朗很快就总统唐纳德·特朗普为结束双方战争提出的最新方案作出回应。而隔夜的冲突对持续一个月的停火构成进一步威胁。 美国国务卿鲁比奥对记者表示，伊朗“应该”在周五给出答复。 伊朗仍未表明是否会接受特朗普周三发出的方案。该方案提议，德黑兰在未来一个月内重新开放霍尔木兹海峡，美国则结束对伊朗港口的封锁。 伊朗外交部发言人Esmail Baghaei向半官方的塔斯尼姆通讯社表示，德黑兰“正在评估中”，但未给出时间表。 这份一页纸文件暗示，只要伊朗接受，战争就将结束。尽管双方此后仍需就伊朗核计划达成协议。 紧张形势有所升级。美国中央司令部表示，美军周五对两艘试图突破封锁的伊朗空载油轮实施空袭，阻止其进入该国一处港口。 美国早些时候打击了伊朗境内的导弹和无人机发射场，称这些目标曾对三艘通过海峡的美军军舰发动袭击。美国中央司令部表示，没有舰船被击中。特朗普在这些交火后称，停火仍然有效。 特朗普面临结束战争的巨大压力，燃料价格飙升让越来越多的美国民众感到反感和沮丧。 伊朗周五批评美国，称其违反了双方达成的停火协议。伊朗还表示，一艘货船在夜间交火中遭击中，造成10名海员受伤。伊朗未说明该船是否为伊朗船只，但表示受伤海员已被送往伊朗境内医院救治。 伊朗外交部在X平台发文称，这些零星冲突凸显出“美国执政当局在正确理解局势以及为摆脱其一手制造的僵局找到合理解决方案方面的混乱和无能”。 阿联酋表示，伊朗周五向该国发射两枚弹道导弹和三架无人机，造成3人中度受伤。 另外，伊朗表示，其在阿曼湾扣押了一艘油轮。该船似乎是一艘运载伊朗本国石油、受制裁的船只。伊朗未解释扣押原因，但称这艘名为Ocean Koi的油轮“试图扰乱伊朗国家的石油出口和利益”。 特朗普已经威胁称，如果伊朗拒绝其条件，将发动更猛烈的打击，这加剧了战争可能延长的风险。 特朗普周四晚在社交媒体上表示：“就像我们今天再次击垮他们一样，如果他们不尽快签署协议，我们未来会打得更狠、更猛烈。” 布伦特原油期货小幅上涨，至每桶约100美元；本周以来下跌了7%，因部分交易员对伊朗接受特朗普方案感到乐观。 责任编辑：丁文武

格隆汇5月9日｜在岸人民币兑美元（CNY）北京时间03:00收报6.8005元，较周四夜盘收盘涨63点。成交量419.71亿美元。

President Trump has signed off on a plan to fire Food and Drug Administration Commissioner Marty Makary, though insiders caution that the plan is not final and could change, according to several media reports. News of the planned axing comes from inside sources who spoke with The Wall Street Journal , which was then confirmed by reporting from Bloomberg , The Washington Post , and Politico . The Post reported that the administration has not decided who would serve as acting director upon Makary's departure. The planned exit comes after a tumultuous year for Makary, in which the FDA plunged into turmoil and controversy over DOGE cuts, personnel drama , vaccine approvals, gene therapy decisions, abortion pill oversight, and vape regulation. Read full article Comments

格隆汇5月9日｜WTI 6月原油期货收涨0.61美元，涨幅0.64%，报95.42美元/桶。布伦特7月原油期货收涨1.23美元，涨幅1.23%，报101.29美元/桶。中东Abu Dhabi Murban原油期货涨2.78%，报99.35美元/桶，本周累跌4.25%。NYMEX 6月天然气期货收报2.7570美元/百万英热单位。NYMEX 6月汽油期货收报3.5267美元/加仑，NYMEX 6月取暖油期货收报3.8991美元/加仑。

Uber (NYSE: UBER) reported fantastic quarterly results. *Stock prices used were the afternoon prices of May 6, 2026. The video was published on May 8, 2026. Continue reading

Intel (NasdaqGS:INTC) and Apple reached a preliminary agreement for Intel to manufacture chips for Apple. The agreement marks a breakthrough for Intel's foundry effort and involves active support from the White House. The deal highlights U.S. based chipmaking as an alternative to supply chains centered on Taiwan Semiconductor Manufacturing. Intel, traded as NasdaqGS:INTC, has been working to build a contract chip manufacturing business alongside its own processor lines. Apple is one of the...

Pinterest (NYSE: PINS) is adding users from its most lucrative region. *Stock prices used were the afternoon prices of May 6, 2026. The video was published on May 8, 2026. Continue reading