The CEO who helped define the meme-stock era has proposed a brash, unsolicited $56 billion offer for the online commerce company. Cecilia D'Anastasio has more (Source: Bloomberg)

格隆汇5月6日｜美国国务卿鲁比奥：（关于古巴）现状不可接受，将会着手处理，但不是今天。

Mexican infrastructure investment manager MIP Real Assets is seeking to invest more than $12 billion for projects involving renewable energy and highways in Mexico, one of the most ambitious private-sector programs yet as President Claudia Sheinbaum pushes for more development. The firm is working to raise money, including about $6 billion in equity and $6 billion in debt, for its five-year pipeline of projects, lining up investments from major institutional investors, sovereign wealth funds and Mexico’s pension funds. MIP plans to direct around $8 billion to renewable power generation, $2.5 billion to highways, $1 billion to midstream opportunities, and $500 million to digital infrastructure. “We have the projects, we have the partners, and we have the capital,” Guillermo Fonseca , a partner at the firm, said in a statement Tuesday. So far, the firm has already committed more than $1 billion to a deal to acquire a highway from conglomerate Grupo Mexico and the purchase of a stake in two wind farms from Spain’s Acciona Energia and a US portfolio. More announcements will be made in the coming months, the firm said. Since unveiling her development plan early last year, Mexico’s Sheinbaum has been stumping for more private investment in Mexico. But the country’s embrace of rules that favor state-owned energy companies has limited interest. Even her allies have tried to find ways to speed up the pace of investments. MIP, or Mexico Infrastructure Partners , has expanded in recent years amid the constraints on private energy investments. It helped structure the government’s purchase of $6 billion in power plants from Spain’s Iberdrola in 2023 as well as subsequent debt and equity offerings that gave investors and pension funds a stake in the government-owned plants that are operated by MIP. In April, Mexico’s Senate approved a bill proposed by Sheinbaum to promote public and private investment in infrastructure projects. The government also issued new rules for power gene...

Ocular Therapeutix (NASDAQ:OCUL) management used its first-quarter 2026 earnings call to highlight clinical and regulatory progress for AXPAXLI, the company’s investigational therapy for wet age-related macular degeneration (wet AMD), while also outlining next steps for its broader retinal disease p

The US risks falling behind in development of artificial intelligence because of the need to upgrade the electricity grid, Guggenheim Capital Executive Chair Alan Schwartz says. He speaks with Bloomberg's Romaine Bostick and Katie Greifeld at the Milken Institute Global Conference in Beverly Hills, California. (Source: Bloomberg)

格隆汇5月6日｜美国国务卿鲁比奥：不存在对古巴的石油封锁。

格隆汇5月6日｜据英国金融时报报道，Meta Platforms(META.O)正在构建一个高度个性化的AI助手，以执行日常任务。与此同时，该公司因其不断飙升的AI支出正面临投资者的审视。据知情人士透露，该公司正在为其超过30亿用户构建代理型工具，其中包括一个将由新款Muse Spark AI模型驱动的高级数字助手。一位了解该项目的人士表示，该助手正在由一群员工进行内部测试。另一位内部人士表示，其目标是开发一款类似于OpenClaw的产品，后者允许用户创建被称为“代理”的AI机器人，自主代表用户完成任务。一位熟悉该项目的人士表示，Meta希望允许用户在选择共享时，向其中小助手提供高度敏感的信息，如健康和财务数据。然而，一些人质疑消费者是否愿意这样做。

HJBC/iStock Editorial via Getty Images The Estée Lauder Companies Inc. ( EL ) reported topline growth, driven by higher sales in each product category and increased sales in 3 out of 4 reported geographic regions. At the same time, the gross margin of the company expanded, as a result of their "Profit Recovery and Growth Plan" initiative, but the operating margin contracted due to restructuring charges and probable litigations. The macroeconomic landscape remains challenging not only for EL but for most businesses, as consumer confidence remains depressed and crude oil prices continue to be elevated. Today, I am going to give you a balanced overview of why I believe that my previously established hold rating is still warranted. Sales And Profitability Let us start our discussion with looking at the key sales and profitability metrics from the most recent quarter . In this section, my discussions will be revolving around the drivers of the sales growth and its durability, based on the geopolitical and macroeconomic landscape. In the most recent quarter, EL managed to grow its sales by more than 4%, reaching more than $3.7 billion, while it also expanded its gross margin by 140 bps to 67.4%, as a result of the " Profit Recovery and Growth Plan ". Income statement (Estee Lauder) At the same time, the firm's operating margin took a meaningful hit, which was a result of the restructuring charges. Restructuring charges are normally not continuous in nature, and for this reason I am not particularly worried that the bottom-line results came in lower than in the same quarter in the previous year. However, I am somewhat more worried about the litigation. While it is not a large sum right now, litigation and lawsuits can lead to larger costs, not just in terms of settlement but also due to overhead costs. In the most recent quarter, litigation cost 2.3% of the revenue, significantly contributing to the compression of the operating margin. Results of operation (Estee Lauder) T...

格隆汇5月6日｜美国国务卿鲁比奥：我们必须在伊朗愿意谈判的议题上达成协议。

First it was FAANG, and then it was the Magnificent Seven. Are investors ready for the AIR 7 grouping of tech stocks? Hennion & Walsh CIO Kevin Mahn joins Market Domination Host Josh Lipton and Yahoo Finance Markets and Data Editor Jared Blikre to discuss why investors should be considering these seven tech stocks — Micron Technology (MU), Taiwan Semiconductor Manufacturing Co. (TSM), Vertiv (VRT), American Electric Power (AEP), Nvidia (NVDA), Alphabet (GOOG, GOOGL), and Digital Realty Trust (DLR).

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格隆汇5月6日｜美国国务卿鲁比奥：如果存在真正的外交途径，那可能会引导伊朗走向繁荣。但我不确定是否会存在真正的外交途径。

欧洲股市周二小幅走高，投资者积极消化一系列乐观的企业财报，成功抵消了中东地缘冲突持续紧张带来的负面影响。不过，能源价格高企及对欧洲央行加息前景的担忧仍在一定程度上抑制了市场情绪。 截至收盘，泛欧斯托克600指数上涨0.5%左右。主要国家股指普遍上扬，德国DAX指数领涨，录得约1.5%的涨幅；法国CAC 40指数紧随其后小幅上涨。意大利裕信银行在公布创纪录的一季度利润并上调全年预测后，股价大涨超过3%。 与大陆市场的积极表现形成对比，英国富时100指数逆势下跌。主要压力来自权重股 汇丰控股 ，该行因计提与英国欺诈案相关的4亿美元意外损失导致财报不及预期，股价下挫逾5%，严重拖累了英国大盘表现。 宏观层面，美伊围绕霍尔木兹海峡的紧张局势虽未见缓和，但布伦特原油价格从高点回落至每桶约110美元，暂时缓解了股市的能源通胀压力。强劲的财报数据成为市场焦点， 百威英博 因业绩超预期上涨近7%。分析人士指出，只要公司盈利依然强劲，市场情绪就有望维持活跃，尽管高油价引发的宏观担忧依然存在。 责任编辑：张俊 SF065

格隆汇5月6日｜美国国务卿鲁比奥：美国掌握着所有的牌。

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Coca-Cola Consolidated Inc (Symbol: COKE), where a total of 5,105 contracts have traded so far, representing approximately 510,500 underlying shares. That amounts to abo

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in GeneDx Holdings Corp (Symbol: WGS), where a total volume of 10,845 contracts has been traded thus far today, a contract volume which is representative of approxi

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Cipher Digital Inc (Symbol: CIFR), where a total volume of 281,486 contracts has been traded thus far today, a contract volume which is representative of approxi

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Douglas Dynamics, Inc. (Symbol: PLOW), where a total of 5,235 contracts have traded so far, representing approximately 523,500 underlying shares. That amounts to about 2

photo_Pawel/iStock Editorial via Getty Images In my first two articles on Duolingo, Inc. ( DUOL ), I assigned a Hold rating. I mentioned, for instance, that I was bullish on the business but not on the stock. But at the end of last year I changed to a Buy rating after finally seeing a margin of safety large enough. Well, it was a very unfortunate time to give this upgrade; since then, the DUOL stock is down more than 40%, excluding the 13% drop in the after-hours. I understand that concerns about Duolingo’s future have increased, but even so, the fundamentals are good (as shown in Q1 ), and the valuation is even better. Therefore, I maintain a Buy rating for the DUOL stock. Q1 Earnings: A Reasonable Quarter At a glance, there is nothing wrong with Duolingo’s result. It was a double beat , a revenue beat by $3.4 million and an EPS beat by $0.14. And the rest of the metrics were also strong. Daily Active Users (DAUs) grew 21%, as did paid subscribers, which grew at the same pace and reached 12.5 million. Revenue grew a bit more than that, 27% YoY, which is a very interesting pace. Meanwhile, adj. EBITDA margin grew a little more than 1 percentage point. In other words, everything a Duolingo shareholder would like to see, Duolingo is delivering: more users, more revenue per user, and more efficiency. Duolingo Letter And throughout the letter , it was also possible to gather other important insights. For instance, AI is often treated as something negative in this case, but there is also the positive side. There was a massive production of content expansion in Q1, enabled by automation and AI. Video Call continues improving and is also being expanded to "Super" subscribers, in addition to both paid and free features such as speaking adventures. All these features are designed to improve the app and end up being a differentiator compared to a generic AI. Think that when a student makes a mistake, Duolingo can already better identify the reason for that mistake to fix it l...

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Bullish Ordinary Shares (Symbol: BLSH), where a total of 10,538 contracts have traded so far, representing approximately 1.1 million underlying shares. That amounts to a

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Microsoft stock continues to trade below its 200-day moving average despite an earnings beat for its third quarter.

葡萄牙财政部长若阿金·米兰达·萨门托周二在布鲁塞尔表示，政府将在未来几周内向议会提交一项法案，对从伊朗战争引发的能源价格飙升中获利的公司征收暴利税。 萨门托明确表示，此项税收将借鉴2022年俄乌战争后能源危机期间实施的机制，但会根据当前情况进行“重新校准和改进”。他指出，当前的核心通胀率稳定在2.2%左右，与2022年普遍存在的 高通 胀压力相比，形势更为有利。 早在今年4月，葡萄牙就与德国、意大利、西班牙和奥地利联合致函欧盟委员会，呼吁在欧洲层面统一征收此类税种。然而，布鲁塞尔最终决定将决策权留给了各成员国自行裁决。 在议会审批方面，尽管目前执政的中右翼联盟仅占少数席位，但由于最大的反对党社会党曾在2022年推动通过类似法案，预计本次提案将顺利获得通过。该税种的设计初衷是为了缓解能源成本飙升给民众和企业带来的经济压力，将能源公司的超额利润部分回馈社会。 如果该法案最终获批，将成为继近期针对金融和能源巨头采取系列税收行动后，欧洲各国政府寻求通过财政手段调控能源市场的最新举措。 责任编辑：张俊 SF065

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Michael Burry Targets Palantir's Valuation (Again) As Stock Drops After Earnings Benzinga

格隆汇5月6日｜美国国务卿鲁比奥：如果在霍尔木兹海峡遭到攻击，美国将作出致命武力回应。

Earnings Call Insights: BioNTech (BNTX) Q1 2026 Management view CEO Ugur Sahin said BioNTech’s 2026 priorities are to “accelerate the late-stage development of our oncology assets,” build “momentum in combination therapy” around “Pumitamig as potential next-generation IO backbone,” and “shift from a platform-centric to tumor center clinical development approach around high incident cancers such as lung cancer [and] breast cancer.” (Co-Founder, CEO & Chair of the Management Board Ugur Sahin) Sahin said that, following March’s announcement on a planned new company for next-generation mRNA innovation, “planning at arm's length is ongoing, and we expect to share details of an agreement later this year.” (CEO Sahin) CFO Ramón Zapata-Gomez stated, “We are reaffirming our previously disclosed full year 2026 financial guidance,” and framed capital allocation around pipeline investment, a planned buyback, and manufacturing consolidation. (CFO Ramón Zapata-Gomez) Zapata-Gomez announced, “We plan to initiate a share repurchase program of American depositary shares of up to USD 1 billion over the coming 12 months.” (CFO Zapata-Gomez) Zapata-Gomez said BioNTech plans to “exit operations” at multiple manufacturing sites, which “will affect just over 1,800 positions,” and that “once the measures are fully implemented, we expect approximately EUR 500 million in recurring annual savings.” (CFO Zapata-Gomez) Outlook Management reaffirmed 2026 adjusted guidance of total revenues of EUR 2 billion to EUR 2.3 billion, adjusted R&D expenses of EUR 2.2 billion to EUR 2.5 billion, and adjusted SG&A expenses of EUR 700 million to EUR 800 million. (CFO Zapata-Gomez) Zapata-Gomez reiterated COVID-19 vaccine seasonality and said the company expects “the last 4 months of the year” to drive the “majority of the full year revenue figure,” while also stating, “The BMS collaboration payment of EUR 613 million is expected to be recognized in the third quarter of 2026.” (CFO Zapata-Gomez) Compared wit...

Earnings Call Insights: Public Service Enterprise Group (PEG) Q1 2026 Management view “PSEG reported net income of $1.48 per share and non-GAAP operating earnings of $1.55 per share,” and “we are maintaining our full year non-GAAP operating earnings guidance in the range of $4.28 to $4.40 per share.” (Chair, President & CEO Ralph LaRossa) Management emphasized utility execution and customer affordability actions alongside capital deployment: “PSE&G is on track with its 2026 capital spending plan of approximately $4.2 billion,” and “we have worked with the Governor's office and the New Jersey Board of Public Utilities to keep electric rates flat in 2026.” (Chair, President & CEO LaRossa) LaRossa highlighted regulatory items tied to customer bills, including PJM transmission cost allocation: “FERC's ruling... is expected to result in significant refunds of over $100 million based on our estimates to PSE&G customers after PJM's implementation.” (Chair, President & CEO LaRossa) On demand-side programs, LaRossa said, “our demand response program with over 32,000 residential and small business customers already enrolled,” and described “our virtual power plant pilot.” (Chair, President & CEO LaRossa) Nuclear operations and New Jersey policy were positioned as longer-term supply levers: “a 95.5% capacity factor and supplied 8 terawatt hours,” and “Governor Sherrill recently signed legislation lifting a decades-long moratorium on new nuclear construction.” (Chair, President & CEO LaRossa) CFO framed segment earnings drivers and reiterated guidance: “PSEG reported net income of $1.48 per share for the first quarter of 2026,” “non-GAAP operating earnings were $1.55 per share,” and “we are maintaining PSEG's full year 2026 non-GAAP operating earnings guidance of $4.28 to $4.40 per share.” (Executive VP & CFO Daniel Cregg) Outlook “With this solid start to 2026, we are maintaining our full year non-GAAP operating earnings guidance in the range of $4.28 to $4.40 per share.” (Cha...

Earnings Call Insights: Cummins (CMI) Q1 2026 Management View “Sales for the first quarter were $8.4 billion, an increase of 3% compared to the first quarter of 2025.” (CEO & Chairman of the Board Jennifer Rumsey) “Growth was driven primarily by higher demand in power generation markets, particularly from data centers.” “In Power Systems, we delivered record EBITDA dollars, reflecting continued operational improvements and strong end market demand.” (CEO & Chairman of the Board Rumsey) “Revenues for North America power generation increased by 23%, driven primarily by continued strong data center demand.” “During the quarter, we took targeted actions in our Accelera segment by completing the sale of our low-pressure fuel cell business and related customer commitments for this business.” (CEO & Chairman of the Board Rumsey) “This sale will enable continued improvement in our trajectory of our financial results in the Accelera segment.” “We delivered strong revenue and profitability in the first quarter.” (CFO & VP Mark Smith) “We completed the sale of the low-pressure fuel cell business to Alstom, representing another step in reducing operating losses in Accelera, and we raised -- or we improved our 2026 forecast in that segment for EBITDA losses.” Outlook “We are raising our forecast for total company revenues in 2026 to a range of up 8% to 11% compared to our prior guidance of up 3% to 8%.” (CEO & Chairman of the Board Rumsey) “We are raising our 2026 North America heavy-duty truck forecast to a range of 230,000 to 250,000 units, up from our prior guidance of 220,000 to 240,000 units.” “In the North America medium-duty truck market, we are increasing our forecast to 125,000 to 135,000 units in 2026 compared to our prior guide of 110,000 to 120,000 units.” (CEO & Chairman of the Board Rumsey) “In China, we now expect total revenue, including joint ventures, to increase 10% in 2026, an improvement from prior outlook of down 1%, driven by stronger data center demand.” ...

Microsoft's Earnings Beat Fails To Help Shares. Is Microsoft Stock A Sell Now? Investor's Business Daily