Revenue of $744.7 million and Direct-to-Consumer (“DTC”) Revenue of $291.8 million Revenue Increased 9.7% Sequentially and 5.5% Year Over Year DTC Platforms Revenue Increased 16.7% Sequentially and 62.8% Year Over Year

(RTTNews) - Indian shares fell slightly on Thursday after posting strong gains in the previous session following reports that the U.S. and Iran are close to reaching a deal to end their conflict.

科锐国际公告，公司全资子公司香港AP下属英国全资子公司Investigo Limited拟采用“固定首付+固定二期款+盈利能力支付计划超额利润分成”的组合定价机制，预计整体使用自有资金1646万英镑，折合人民币1.55亿元，收购Caraffi Ltd30%的股权。本次交易前，Investigo持有Caraffi70%的股权，本次交易完成后，公司持有其100%的股权。

onurdongel/iStock via Getty Images Rockwell Automation ( ROK ) delivered a strong close to q2’26 with a top- and bottom-line beat and raise for the remainder of eFY26, exhibiting a strong market for process technology. With inflationary pressures looming as a major concern for manufacturers, particularly with higher fuel and commodity prices, I believe the rationale behind investing in autonomous technologies and manufacturing modernization programs will become more prevalent over the coming quarters in order to shore up costs. In addition to this, there may be a major transition for domestic and European automotive manufacturers over the coming quarters as governments hold talks about turning to munitions and drone manufacturing to support militarization efforts, returning to wartime production and potentially delivering increased investments towards retooling factory floors. With an appealing market backdrop for the coming years, I am reiterating my Strong Buy for ROK shares with a price target of $553/share at 26.58x eFY27 EV/aEBITDA. Rockwell Automation Operational Update Corporate Filings Rockwell reported a strong close to q2’26 with revenue sustaining double-digit year-over-year growth while broadening the segment operating margin by 347bps. Growth was underpinned by strong demand across the e-commerce, warehouse automation, data center, semiconductor, and energy markets driven by industrial reshoring and expanded domestic operations. Semiconductor fabrication can be a long-tailed growth market for Rockwell over the coming years with an estimated $1.5T in global investments for new capacity. This includes 18 new fab construction projects that started in 2025 that are expected to commence operations in 2026-2027, potentially delivering increased investments in process control technology for Rockwell over the coming years. As for large-scale data centers, the global capacity is expected to double by 2030 to 200 GW, creating an opportunity for Rockwell with its ...

格隆汇5月7日｜德国3月制造业订单远超市场普遍预期。潘森宏观经济分析师Claus Vistesen在报告中表示，在能源价格飙升正在侵蚀实际收入增长并拖累消费之际，这无疑是一个利好消息。他表示，3月制造业订单环比增长5.0%，资本品、中间品及消费品等主要领域均实现增长，显示出一季度末核心订单表现强劲。这可能反映出财政刺激措施带来的潜在支撑，同时也存在企业为应对与伊朗战争相关、预期中的供应链扰动而提前下单的情况。Vistesen表示，这份数据“正是当前所需要的”，因为近期大量反映第二季度初情况的调查数据普遍低迷。

Thapana Onphalai/iStock via Getty Images Another stock caught in the SaaSpocalypse downdraft during late 2025 and early 2026 is PagerDuty, Inc. ( PD ). Extra panic selling from this broader Wall Street theme on top of rather punk business growth expected this year have combined to plummet the stock quote under $6 in April from a high trade close to $20 last March. The key to PagerDuty's future will revolve around whether subscriber growth reappears later in 2026. If it doesn't, I suspect the share price will remain under $10 into early 2027, maybe falling to new lows around $5. However, the stock valuation is incredibly cheap, and short selling has been part of the puzzle driving the price lower. If any good news from the company is reported in the coming months, I can envision a quick +50% gain above $10 could be next. Short covering potential alongside the decent odds of a reversion-to-the-mean-like move for PD's valuation (with oversold software and SaaS equities generally) has convinced me to put a 6-month to 12-month Buy rating on PagerDuty. Let's review some of the logic for my contrarian optimism. The Business PagerDuty is a leading pick in cloud monitoring and website downtime alerting for businesses of all sizes. The company has been an early adopter of artificial intelligence [AI] to sort, label, and prioritize mountains of website access data. Nearly 70% of the Fortune 100 use PD products at one level or another in their networking/digital operations. 15,000+ paid customers and revenue approaching $500 million annually highlight the utility of its software. PagerDuty - Q4 2026 (Ending January) Earnings Presentation PagerDuty - Q4 2026 (Ending January) Earnings Presentation PagerDuty - Q4 2026 (Ending January) Earnings Presentation PagerDuty - Q4 2026 (Ending January) Earnings Presentation Extremely Low Valuation Bulls can point to a far less expensive valuation than peers in the computer/cloud security field or PagerDuty's past five years of trading histo...

(RTTNews) - Element Fleet Management Corp. (EFN.TO) revealed earnings for its first quarter that Increases, from the same period last year

美國總統特朗普表示將於下星期訪華，外交部未公布具體日期，指兩國保持溝通，而美國參議院一個代表團率先訪京，獲中共中央政治局委員、外長王毅接見。 中共中央政治局委員、外長王毅在人民大會堂，會見美國共和黨參議員戴安斯率領的跨黨派代表團。 王毅說，這是美國總統特朗普就任以來，首個訪華的美國國會兩黨參議員代表團，具有重要象徵意義。希望他們感受中國發展新氣象，搭建溝通新橋樑，探討合作新領域。 王毅表示，中美關係攸關兩國人民福祉，牽動世界格局穩定。中方對美政策一以貫之。一年多來，國家主席習近平同特朗普多次通話會晤，在關鍵時刻校準了兩國關係方向。中方願同美方共同落實好兩國元首重要共識，讓中美關係真正穩下來、好起來，造福兩國，惠及世界。 王毅說，要真正找到中美兩個大國正確相處之道，關鍵是持續不斷解決彼此認知問題，扣好兩國關係「第一粒鈕扣」。萬物並育而不相害，應尋求「和而不同」，做夥伴而不是當對手。中國不會走國強必霸的老路，希望美方客觀看待中國，樹立理性對華認知，切實尊重中國核心利益，妥善管控分歧。 戴安斯是特朗普的盟友，分析認為他率團訪華，是為後續中美高層互動展開前期溝通。 這是特朗普重返白宮後，戴安斯第二次訪華，去年三月，戴安斯訪問北京，成為特朗普第二個任期開啟後，首個訪問中國的共和黨陣營高級別官員。 另外，外交部發言人林劍在例行記者會上，被問到中美元首會晤，台灣問題是否中方首要關切議題。 外交部發言人林劍表示：「台灣問題是中國核心利益中的核心，是中美關係政治基礎中的基礎，恪守一個中國原則和中美三個聯合公報。」 他重申中美就特朗普訪華保持著溝通。

格隆汇5月7日｜欧盟委员会发言人称，欧盟承诺将于5月推出科技主权一揽子计划。

Commuters exit the Wall Street subway station near the New York Stock Exchange (NYSE) in New York, U.S., on Friday, Oct. 6, 2017. U.S. stocks edged lower while the dollar rose with Treasury yields after American payrolls contracted for the first time since 2010 and hourly wages spiked higher. Photographer: Michael Nagle/Bloomberg

格隆汇5月7日｜以色列央行：以色列外汇储备在4月为2357.45亿美元，3月为2294.19亿美元。

Himax Technologies ( HIMX ) declares $0.252/ADS annual dividend, equivalent to 12.6 cents per ordinary share, for the year of 2025. The cash dividend will be payable on July 10, 2026 to all the shareholders of record as of June 30, 2026. The ADS book will be closed for issuance and cancellation from June 23, 2026 to June 30, 2026. See HIMX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Himax Technologies Himax Technologies: The Best Is Yet To Come Himax Technologies, Inc. (HIMX) Q4 2025 Earnings Call Transcript Himax Technologies, Inc. 2025 Q4 - Results - Earnings Call Presentation Himax Technologies gives Q1 result Himax Technologies Q1 2026 Earnings Preview

Amazon has become the first retailer to launch a drone delivery service in the UK, following customer trials in County Durham.

AMD Vs Nvidia: Why AMD's 'Integrated Strategy' Could Be NVDA's Biggest Threat In 2026 Benzinga

AMD Vs Nvidia: Why AMD's 'Integrated Strategy' Could Be NVDA's Biggest Threat In 2026 - Advanced Micro De Benzinga

格隆汇5月7日｜据中国科学技术大学消息，我国科研团队在安徽省合肥市成功建成“星汉二号”多模式量子中继网络，实现了14.5公里的物质纠缠，有望成为未来量子网络的根本性技术路线。相关成果于5月7日在线发表在国际学术期刊《自然·光子学》。

记者从第48届世赛组委会了解到，今年9月即将在上海举行的第48届世界技能大赛赛事筹备已进入全面冲刺阶段，64个比赛项目的布局规划以及技术标准对接等已经完成，其中包括轨道车辆技术、无人机系统、智慧安防技术、软件测试、数字交互媒体设计等7个新增项目。 2026年9月22日到27日，第48届世界技能大赛将在中国上海举行。世界技能大赛是最高层级的世界性职业技能赛事，每两年举办一届，代表了各领域职业技能发展的世界先进水平。 上海市人力资源和社会保障局局长、第48届世赛组委会秘书长杨佳瑛说，新增的7个赛项体现了新产业、新技术、新业态蓬勃发展的态势，也代表了未来的技能风向，为广大青年技能人才开辟新的成才赛道和就业空间。 杨佳瑛表示，世赛不仅展示全球顶尖技能水平，深化国际技能交流合作，还将弘扬技能成才时代风尚。 杨佳瑛说，预计将有来自73个国家和地区的超过5500名各类注册人员参赛参会，其中参赛选手近1500名，有望创下历届比赛项目、参赛人数、参与成员国家和地区数量“三个之最”。其中，中国选手将参加全部64个赛项的角逐。 目前，赛事筹备已经进入全面冲刺阶段。杨佳瑛介绍，上海已制定了涵盖签证便利、抵离服务、住宿保障的全方位接待措施，志愿者招募工作也已经启动。(新华社)

巴克萊銀行維持百濟神州(ONC.US)買入評級，上調目標價至409美元 Moomoo

Lanxess sees oil price in range of $100-$110 per barrel Reuters

(RTTNews) - Targa Resources (TRGP) reported that its first quarter net income attributable to common shareholders increased to $479.6 million from $200.0 million, prior year. Adjusted EBITDA was $1.4 billion, an increase of 19% year-over-year. Total revenues were $4.09 billion co

Source: Bloomberg, 0:00

专题：聚焦美股2026年第一季度财报 中东冲突推高运营成本 公司核心航运业务一季度转亏，货运量增长被运费走低所抵消 这是自 2 月末中东冲突爆发以来，马士基首次发布业务最新进展。 丹麦航运巨头 马士基 维持全年业绩指引不变，集装箱航运需求整体依旧强劲；但公司警示，中东冲突将通过航线运营中断、油价走高 推高企业成本 。 马士基表示，季末中东地区需求增长已受到冲突拖累，但目前财务数据尚未完全体现冲击影响，公司正设法转嫁、覆盖新增成本。 这是 2 月末中东战事爆发 后，马士基首次更新经营动态。冲突爆发后，区域航运陷入瘫痪：集装箱航运企业陆续暂停霍尔木兹海峡、阿曼湾周边航线，并绕行避开红海与苏伊士运河。 公司表示：“在美国最新进口关税落地之后，中东冲突再次敲响警钟，行业亟需运用新工具提升供应链韧性，并制定新策略，以应对未来各类航运中断风险。” 公司核心航运业务 一季度由盈转亏 ：尽管货运量有所提升，但运费下行完全抵消增量利好。 该业务板块当期息税前亏损 1.92 亿美元 ，而去年同期盈利 7.43 亿美元。 责任编辑：郭明煜

The head of Saudi Arabia’s securities exchange said the inclusion of its domestic bonds in two global indexes could draw billions of dollars of fresh money to the local debt market, boosting the kingdom’s efforts to attract overseas capital for its economic overhaul. Mohammed Al-Rumaih , chief executive officer of the Saudi Exchange, said the kingdom’s inclusion in both the JPMorgan Government Bond Index for Emerging Markets and the Bloomberg Emerging Market Local Currency Government Index next year is expected to generate over $10 billion in foreign inflows. This will be a significant liquidity boost for the kingdom’s 1.04 trillion riyal ($278 billion) local debt market , which saw just over $3 billion in local bonds traded over-the-counter in the first quarter, he added. Both bonds and stocks are traded on the Saudi Exchange, also known as Tadawul. Bashar Al Natoor, global head of Islamic Finance at Fitch Ratings, said index inclusions will help the market but “the pace and timing of additional inflows will depend on market conditions and investor sentiment.” He estimated that foreign investors acquired around 8% of domestic government bond issuance as of the end of March. Read More: JPMorgan to Add Saudi Riyal Bonds to Key EM Index Next Year The riyal-denominated bond market has grown by about 87% since 2021 , as the kingdom leans on debt markets, both foreign and increasingly local, to fund an economic transformation plan to wean its economy from oil. Saudi Arabia’s fiscal deficit widened in the first quarter to the highest level since 2018 as spending on projects to diversify the economy continued to rise. Stronger demand for local bonds could also provide a buffer as Saudi Arabia contends with the economic fallout of the recent Iran conflict, during which Tehran launched drones and missiles at the kingdom in response to US and Israeli strikes. In the months before the conflict began, Riyadh had launched sweeping reviews of flagship projects such as the futuris...

Dorian LPG ( LPG ) declares $1.00/share irregular dividend . Payable May 28; for shareholders of record May 18; ex-div May 18. See LPG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Dorian LPG Dorian LPG: Dividend Increases Fueled By Record VLGC Rates, But Is It Enough? (Downgrade) Dorian LPG: Rates Are Already Above My Bull Case -- Market Still Hasn't Caught Up Scorpio Tankers leads seven ocean transportation stocks with new Buy ratings at Jefferies Top small-cap energy stocks surging above 200-Day moving average Seeking Alpha’s Quant Rating on Dorian LPG

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 3天2板润建股份：AI及算力业务收入占公司营收比重仍然较低 润建股份发布异动公告，近期资本市场对AI、算力等概念关注度较高，相关板块二级市场表现较为活跃。目前公司AI及算力业务收入占公司营收比重仍然较低，敬请广大投资者理性判断，注意投资风险。 *ST华闻：申请撤销部分其他风险警示 *ST华闻公告称，公司董事会审议通过《关于申请撤销部分其他风险警示的议案》，同意向深圳证券交易所申请撤销因触及《股票上市规则》相关条款而被实施的其他风险警示。 *ST赛隆：收到终止上市事先告知书 *ST赛隆公告称，公司收到深交所《终止上市事先告知书》，公司2025年度财务会计报告、财务报告内部控制均被出具无法表示意见的审计报告，触及股票终止上市情形，深交所拟决定终止公司股票上市交易。 2连板东阳光：控股子公司与客户签署的《算力服务采购框架合同》目前处于履约过程 最终履约情况以及对未来业绩的影响存在不确定性 东阳光公告称，公司股票于4月30日、5月6日、5月7日连续三个交易日收盘价涨幅偏离值累计超过20%，构成异常波动。公司控股子公司东莞东阳光云智算科技有限公司与客户签署的《算力服务采购框架合同》目前处于履约过程，最终履约情况以及对公司未来业绩的影响存在不确定性。 卡倍亿：调整发行可转债募集资金总额为5.1亿元 用于高速铜缆等项目 卡倍亿公告称，公司调整向不特定对象发行可转换公司债券方案，发行规模调减9000万元，调减后募集资金总额不超过5.1亿元，扣除发行费用后计划全部用于上海高速铜缆项目、墨西哥汽车线缆及高速铜缆生产基地项目及宁波汽车线缆改建项目。 【观业绩】 克明食品：控股子公司4月生猪销售收入环比下降39.42% 克明食品公告称，公司控股子公司兴疆牧歌2026年4月份销售生猪5.95万头，环比下降28.71%，同比下降6.82%；销售收入4010.95万元，比下降39.42%，同比下降43.43%。2026年1—4月，兴疆牧歌累计销售生猪26.49万头，同比增长39.31%；累计销售收入2.22亿元，同比增长1.59%。 巨星农牧：4月销售商品肥猪40.71万头 同比增长28.2% 巨星农牧公告称，4月销售商品肥猪40.71万头，同比增长28.2%；商品肥猪销售收入5亿元，前4月累计商品肥猪销售收入为21.95亿元。 【...