kodda/iStock via Getty Images Enbridge ( ENB ) CEO Greg Ebel said Friday the current investment climate for energy infrastructure in North America is the strongest in more than a decade , as the global oil and gas supply crunch sparked by the Middle East war drives up demand for the services the company provides. Higher oil prices and surging global demand for energy are creating an extremely ​favorable environment for energy investment, particularly crude oil infrastructure, Ebel said on the company's earnings conference call. "It's actually lining up to be a super favorable environment for oil infrastructure in North America, both domestically and export-wise," the CEO said. "We are in a world with an amazing growth macro for energy infrastructure, the best growth opportunities I have seen in 10-15 years." Enbridge ( ENB ) is examining $10B-$20B of potential new capital investment opportunities within the next 24 months, according to Ebel. Stepped-up competition for business from rival oil pipeline expansions is not a threat but rather an indication of growth that will benefit the entire Canadian industry," said Colin Gruending, president of the company's liquids pipelines division. "I would view it as a positive sign and a vote of confidence in the basin and ⁠the outlook," ​Gruending said. Enbridge ( ENB ) down 0.9% in Friday's trading after reporting Q1 net profit fell to C$1.67B ~US$1.22B), or C$0.77/share, from C$2.26B, or C$1.04/share, in the year-earlier quarter. The decline was largely due to non-cash, unrealized losses on derivative instruments used to hedge foreign exchange, interest rate, and commodity price risks, the company said. Q1 distributable cash flow from liquids pipelines fell to C$2.3B from C$2.62B a year ago, while rising to C$1.52 from C$1.44B for gas transmission and increasing to C$1.71B from C$1.6B for gas distribution and storage. More on Enbridge Important Warning For Enbridge Investors: A Strong Quarter May Not Be Enough Enbridge: Pay ...

家电制造商惠而浦本周宣布暂停股息，股价暴跌约12%。这一事件为依赖股息收入的投资者敲响了警钟。投资者可以参考以下五个指标来评估自己所持股票的股息安全性。 惠而浦案例回顾 惠而浦在经历了几个季度的营收下滑和利润承压后，于周四宣布暂停派发普通股股息，以保留现金用于债务偿还和业务重组。这是该公司自2009年以来首次暂停股息。此前，惠而浦的派息率已连续六个季度超过每股收益的100%，这意味着公司需要借钱或用现金储备来支付股息——这是股息安全性的经典预警信号。 五项安全指标 指标一：派息率。 通常认为，派息率低于60%的工业公司和低于75%的公用事业公司较为安全。超过100%则意味着公司正在透支支付股息。 指标二：自由现金流覆盖率。 经营活动现金流减去资本支出后，是否足以覆盖股息支出。自由现金流覆盖率低于1意味着公司可能需要借债或消耗现金来支付股息。 指标三：债务与EBITDA比率。 该比率高于4倍通常被视为风险信号。高负债公司在收入下滑时优先偿还债务而非维持股息。 指标四：股息支付历史。 在经济衰退或行业危机期间，公司是否维持或削减了股息？在2008年或2020年未削减股息的公司，通常将股息视为优先事项。 指标五：行业周期性。 消费品等防御性行业比工业或能源等周期性行业的股息更安全。 当前股息安全名单 目前标普500成分股中，派息率较低且自由现金流覆盖率较高的公司包括： 苹果 、 微软 、 强生 、 宝洁 、 可口可乐 和 家得宝 。这些公司的派息率均低于50%，自由现金流超过股息支出的三倍以上。 需警惕的公司 能源板块的部分公司（如哈里伯顿）和工业板块的部分公司（如 波音 ）面临较大的现金流压力，投资者需要密切关注其季度财报。 联合包裹 的派息率已升至约80%，自由现金流最近勉强覆盖股息。 惠而浦的教训提醒投资者，高股息收益率可能是一个陷阱。当一只股票的股息收益率异常高（如超过8%）时，通常意味着市场在定价股息削减风险，而非定价机会。投资者应定期检查持仓股票的派息率和自由现金流趋势，不应将股息安全性视为理所当然。周五尾盘，惠而浦股价交投于65美元附近，今年以来已累计下跌约40%。 责任编辑：张俊 SF065

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QA102 data suggest signal in intermediate dry AMD, but insignificant drusen volume change Ophthalmology Times

The top of a Google search page is prime real estate, but it has primarily been the domain of AI Overviews for the past two years. Websites that spent years optimizing for Google search haven't exactly loved being pushed down the page by a chatbot and may blame AI Overviews for recent traffic drops. Google is not admitting fault, but it is rolling out a number of changes that will place more links to websites inside AI answers. Google says many AI Overviews are "just the beginning of exploring a topic you’re interested in." To support this supposed yearning to know more, AI Overviews and AI Mode will soon get a new section at the bottom called "Further Exploration." The new exploration box will link to articles and analysis that is relevant to the query in a bullet point list. In the example below, a search for urban green spaces produces suggested links to content about specific projects in New York and Singapore. This is also where you may see the bait questions that are so common at the end of AI outputs. Google AI will offer links with more information at the bottom. Credit: Google Similarly, AI Overviews may include a section of "Expert Advice" that offers a snippet of content from around the web that is relevant to your search. This can include news and reviews from around the web, as well as discussions from public-facing forums and social media. Each one will include a link so you can "jump to the full conversation." Read full article Comments

In trading on Friday, shares of Algonquin Power & Utilities Corp (TSX: AQN.TO) crossed below their 200 day moving average of $8.43, changing hands as low as $8.26 per share. Algonquin Power & Utilities Corp shares are currently trading down about 2.8% on the day. The c

费城半导体指数今年以来累计上涨约18%，而同期标普500软件与服务指数仅上涨约4%。芯片股与软件股之间的表现差距正在扩大，反映出市场对AI基础设施投资的热情远高于对软件变现前景的耐心。 芯片股：AI基建的“卖铲人” 英伟达、博通和 AMD 等芯片制造商被视为AI基础设施建设的直接受益者。科技巨头们承诺在未来几年投入数千亿美元建设AI数据中心，这些支出中的很大一部分将用于购买GPU和网络芯片。英伟达今年以来累计上涨超过70%，其数据中心业务营收连续四个季度实现三位数同比增长。投资者确信，无论哪家软件公司最终在AI领域胜出，芯片都会先卖掉。 软件股：变现路径尚不明朗 相比之下，软件公司仍在努力证明AI功能能够转化为实质性的收入增长。 Salesforce 、 Adobe 和ServiceNow等公司已将AI助手集成至产品中，但部分客户对高额的AI附加费表示抗拒。 微软 是少数例外，其Copilot产品在企业用户中的渗透率稳步提升，但即便如此，AI对微软整体营收的贡献仍不到5%。 高盛 软件分析师指出，软件股的定价中包含了对AI变现的乐观预期，但实际进展比市场希望的要慢。 估值分化加剧 费城半导体指数的远期市盈率约为28倍，而软件与服务指数的远期市盈率约为27倍，两者估值差距不大。但盈利增长预期差异显著：芯片股未来12个月的盈利增长预期约为25%，而软件股仅为15%。BCA Research策略师表示，只要AI资本支出保持双位数增长，芯片股的盈利优势就可能持续。 市场修正风险 然而，芯片股的高度集中也带来了风险。英伟达一家公司贡献了费城半导体指数今年涨幅的约60%。任何表明AI支出放缓的迹象都可能引发芯片股的大幅回调。MRB Partners策略师则相对乐观，认为芯片股和软件股的脱节终将收敛。要么AI软件需求拉动软件股补涨，要么芯片股盈利预期被下调。 周五尾盘，英伟达上涨约2%，而Salesforce基本持平。今年以来，芯片股表现远超软件股，但历史经验表明，这种差距不会永远持续下去。当AI应用开始真正贡献企业利润时，软件股有望迎来追赶行情。投资者正在密切关注即将到来的软件公司财报季，以寻找AI变现加速的迹象。 责任编辑：张俊 SF065

Earnings Call Insights: i3 Verticals (IIIV) Q2 FY 2026 Management View "We are pleased with our performance in the second quarter as we continue to execute against our strategy and further improve the quality of our business," said Chairman & CEO Gregory Daily, highlighting that "Revenue from continuing operations grew 6% year-over-year and annualized recurring revenue increased 12%." Daily emphasized operating leverage initiatives alongside continued product investment, saying, "we are seeing opportunities for cost control and margin expansion amongst many of our highly durable products" and "the process improvements and the efficiency initiatives we've been driving through the organization are beginning to show up in our operating model." "Organic revenue was flat in the quarter, hampered by a $2.2 million decrease in professional services," said Chief Financial Officer Geoffrey Smith, adding, "The ongoing weakness in professional services continues to be concentrated in our utilities market, and we expect this to continue through the remainder of the fiscal year." President Rick Stanford described new AI product releases and client response, saying the newly released tool "allows users to extract meaningful insights from their existing data using natural language" and that customers cited "the ability to compress what had been a multi-day reporting cycle down to minutes." Chief Revenue Officer Paul Christians said demand patterns favored broader platform buys, stating, "we continue to see three consistent buying patterns, broader solution scope beyond a single core system" and "preference for platforms that support integrated analytics, payments, transactional services and AI platform architecture." Outlook "The following updates our guidance for continuing operations for FY 2026," Smith said, with "Revenue, $221 million to $229 million; adjusted EBITDA, $61 million to $65 million; adjusted diluted earnings per share, $1.09 to $1.15." Smith tied the revenue-range...

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Tesla Inc (TSLA) Stock Price Quote Today & Current Price Chart Capital.com

Qualcomm (QCOM) Sees Notable Increase in Stock Price and Options Activity GuruFocus

尽管地缘政治风险和通胀担忧时扰市场，分析指出，多项积极因素正在汇聚，标普500指数有望在2026年底前攀升至8000点，较当前水平仍有约8%的上行空间。 盈利增长驱动 首先是盈利增长。华尔街分析师预计，2026年标普500成分股全年每股收益约为290美元，同比增长约12%。进入2027年，盈利增长预计仍将保持高个位数至低两位数的增速。若2027年每股收益达到320美元，以25倍的合理市盈率计算，标普500指数将达到8000点。目前科技巨头的盈利韧性超出预期，而金融、工业等周期性板块的盈利也在经济软着陆预期下逐步修复。 AI资本支出浪潮 第二个驱动因素是AI资本支出。 微软 、 谷歌 、 亚马逊 和Meta等科技巨头2026年的资本支出合计预计将达到约3000亿美元，同比增长约25%。这些支出的大部分流向英伟达、博通等半导体公司以及数据中心基础设施提供商。分析师指出，AI相关投资将直接贡献GDP增长，并通过提升生产率间接推高企业盈利，这种“资本支出周期”往往能持续2至3年，目前仍处于中期阶段。 资金回流 第三，场外资金回流。美国货币市场基金规模仍高达约6.5万亿美元。一旦美联储开始降息，这些资金将面临收益率下降的压力，可能分流至股票市场。历史数据显示，在美联储首次降息后的12个月内，标普500指数的平均回报率为12%。 风险提示 市场能否达到8000点取决于通胀是否受控、AI投资能否转化为企业利润以及地缘政治风险是否可控。如果油价因中东局势缓和而回落至每桶80美元以下，将显著降低通胀压力，为美联储降息创造空间。目前市场隐含的年底前降息概率约为60%。 值得注意的是，美股达到8000点将为全球投资者带来可观回报，但上涨过程不会是线性的。美联储的政策转向时机、中东局势的演变以及11月中期选举的结果都可能引发市场波动。 高盛 维持7200点的年终目标，而 摩根士丹利 则相对保守，给予7000-7200点的区间预测。对长期投资者而言，分批逢低买入仍是稳妥策略。周五尾盘，标普500指数交投于7390点附近。 责任编辑：张俊 SF065

narvo vexar Array Digital ( AD ) rose 14% after Telephone and Data Systems ( TDS ) offered to buy all the outstanding shares it doesn't already own in an all-stock deal. Under the terms of the proposal, Array Digital ( AD ) shares would be exchanged for 0.86 TDS shares, according to a statement on Friday. The offer assumes the Array board will pay a $10.40 a share dividend. The transaction is expected to qualify as a tax-free reorganization for U.S. federal federal income tax purposes. Array Digital ( AD ) is approximately 82% owned by TDS. Array confirmed it received the non-binding offer and said that its board established a special committee of disinterested directors to evaluate the offer, according to a separate statement. Separately, Array ( AD ) reported Q1 results. More on Array Digital Infrastructure, Telephone and Data Systems Array Digital Infrastructure: Strong Assets, But The Easy Upside Has Played Out Telephone And Data Systems: The Next Act Array Digital Infrastructure, Inc. (AD) Q4 2025 Earnings Call Transcript Array Digital Infrastructure misses top-line and bottom-line estimates; updates FY26 outlook Telephone and Data Systems Non-GAAP EPS of $1.11, revenue of $309.4M misses by $3.88M

Key PointsIREN and Nvidia want to build AI factories.

美国密歇根大学8日发布的初步调查数据显示，由于伊朗战事导致汽油价格飙升，通胀担忧上升，5月份美国消费者信心连续第三个月下滑。调查显示，美国2026年5月份消费者信心指数初值为48.2，环比低于4月份的终值49.8，同比低于2025年5月份的终值52.2。密歇根大学发布的5月份当前经济状况指数初值为47.8，环比低于4月份的终值52.5，同比低于去年5月份的终值58.9。消费者预期指数初值为48.5，环比高于4月份的终值48.1，同比高于去年5月份的终值47.9。分析人士认为，在供应中断问题得到完全解决、能源价格下降之前，市场情绪很难得到显著提振。（新华社）

Key PointsSnowflake will keep growing as companies aggregate more data for AI applications.

尽管美国4月非农就业数据超出预期，但自由职业平台Upwork周五股价大跌约15%，反映出就业市场表面繁荣下的结构性隐忧——高技能自由职业者的需求正在放缓，而企业招聘意愿比官方数据所暗示的更为谨慎。 财报不及预期 Upwork一季度财报显示，营收同比增长12%至2.15亿美元，略低于市场预期的2.18亿美元。调整后每股收益为0.24美元，符合预期。但公司二季度营收指引为2.18亿至2.22亿美元，中位值2.20亿美元，低于分析师预期的2.25亿美元。公司同时小幅下调了全年营收增长预期，从14%至15%下调至13%至14%。 企业支出趋于谨慎 Upwork首席执行官在电话会议上表示，企业在IT和营销等可自由支配领域的支出正在收缩，尤其是中小企业客户的开支明显减少。这与近期多家科技公司的裁员新闻相吻合。Upwork的业绩被视为企业“影子招聘”的风向标。当企业不愿增加全职员工时，通常会转向自由职业平台补充人力，但Upwork的指引走弱可能意味着企业整体招聘意愿都在降温，这对就业市场不是一个好兆头。 高技能人才竞争加剧 Upwork平台上的数据科学、软件开发等高技能项目的时薪同比下降约5%，显示供给过剩。随着科技公司裁员释放大量人才进入自由职业市场，高技能自由职业者面临更激烈的价格竞争。Upwork的首席财务官表示，生成式AI正在影响低端编程和文案写作的需求，但在高端定制开发领域，AI的替代效应尚不明显。 宏观对比 这与本周五公布的11.5万非农新增就业形成了对比。分析人士指出，Upwork的业绩是另一个数据点，表明就业市场的复苏并不均衡——传统服务业和医疗保健业在招人，但白领和技术岗位的需求却在降温。 消息公布后，Upwork股价周五早盘下跌约15%。今年以来，该股已累计下跌约25%。目前追踪该股的11位分析师中，有5位给予买入评级，4位给予持有评级，2位给予卖出评级，目标价中位值为12美元。投资者将关注Upwork能否在AI驱动的竞争环境中重新加速增长，以及企业支出何时回暖。 责任编辑：张俊 SF065

Cold War reports of mysterious rotating saucers; recent sightings of metallic elliptical objects floating in mid-air. Those and other reports of unidentifiable anomalous phenomena or UAPs — the military's term for UFOs — are described in documents released Friday. (Image credit: NASA)

Soybeans are trading with 16 to 17 cent gains in front months on Friday. There were 100 deliveries issued for May beans overnight. The cmdtyView national average Cash Bean price is up 17 cents at $11.42 3/4. Soymeal futures are up $1.50 to $2, with Soy Oil futures up 40...

彭博周五报道， 苹果 正在与 英特尔 进行初步谈判，考虑在部分Mac产品线中重新采用英特尔芯片。这将是苹果自2020年启动向自研芯片过渡以来，首次考虑回归英特尔平台。 谈判背景 报道称，苹果对英特尔最新一代的Core Ultra 9处理器表现出兴趣，该芯片在单核性能和多核能效方面较此前几代产品有显著提升。苹果可能首先在Mac Pro或高端MacBook Pro等产品线中测试英特尔方案，与自研M系列芯片并存。谈判尚处于早期阶段，苹果尚未做出最终决定。 苹果的动机 苹果自研M系列芯片虽在性能和能效上取得了成功，但在高端桌面和专业应用领域，部分用户对内存容量和多GPU支持仍有更高要求。英特尔的至强工作站平台可支持高达2TB的内存，而苹果M系列目前最高仅支持192GB。重新引入英特尔选项可满足专业用户的需求，且有助于苹果在与 高通 的基带芯片谈判中增加议价筹码。 英特尔的算盘 对英特尔而言，赢回苹果订单将是一个重要的象征性胜利，标志着其芯片设计和制造能力的回归。但分析师指出，苹果订单的象征意义大于实际财务影响。Mac每年的出货量约2000万台，远低于iPhone的2亿台，且苹果不太可能将全部产品线转回英特尔。如果交易达成，预计将采用 台积电 的3纳米工艺制造，英特尔本身的制造部门可能不会直接受益。 市场反应 消息公布后，苹果股价周五早盘上涨约0.5%，英特尔股价上涨约2%。今年以来，英特尔累计下跌约25%，表现远逊于费城半导体指数。伯恩斯坦分析师维持英特尔“跑输大盘”评级，认为这笔交易带来的增量利润有限，不足以改变英特尔的结构性挑战。Rosenblatt证券则维持“买入”评级，认为此举验证了英特尔产品的竞争力。 分析人士指出，无论最终结果如何，这次谈判本身就表明英特尔在过去两年中取得了进步。从市场多元化角度看，拥有芯片选择总比没有选择好，主动权仍在苹果手中。两家公司对此均不予置评。如果协议达成，采用英特尔芯片的新款Mac可能会在2027年上市。 责任编辑：张俊 SF065

Image source: The Motley Fool. Thursday, May 7, 2026 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Micron Stock (MU) Jumps 14% to a New 52-Week High – Is It Too Late to Buy? TipRanks

The Senate Democrat said Meta’s reported plans to partner with a third-party stablecoin issuer could undermine “competition, privacy… and financial stability.”