Ives: Palantir Leads Enterprise AI Adoption Let's Data Science

美伊之间的脆弱停火正面临严峻考验。在美军试图强行打通霍尔木兹海峡以确保商船通行后，伊朗警告称其“尚未真正开始”回应，并指责美国违反停火协议。尽管阿联酋遭到伊朗导弹和无人机袭击，但停火在周二似乎仍在维持。与此同时，美军于周一成功护送两艘悬挂美国国旗的商船穿越海峡，并击沉了六艘伊朗快艇。 为应对供应链风险并减轻对 台积电 的长期依赖， 苹果 公司已就为其设备生产主处理器事宜，与 英特尔 和三星电子进行了初步洽谈。苹果一直对单一供应商的脆弱性感到不安，而近期因AI需求激增导致的芯片供应瓶颈，更是加剧了这一担忧。目前，利用英特尔和三星在美国本土的工厂进行生产是讨论的选项之一，但尚未达成任何订单。 责任编辑：张俊 SF065

Ocugen press release ( OCGN ): Q1 GAAP EPS of -$0.06 misses by $0.01 . Revenue of $1.53M (+3.4% Y/Y) beats by $1.17M . With the recent offering, the Company is expected to have cash, cash equivalents, and restricted cash of $112.1 million, at closing, which includes the Avenue debt payoff. The Company will use the remaining net proceeds for general corporate purposes and expects to extend cash runway into 2028. More on Ocugen Ocugen, Inc. (OCGN) Discusses Top Line Results From Phase II ArMaDa Trial of OCU410 in Geographic Atrophy Transcript Ocugen: Downgrading After OCU410 Data Release Ocugen, Inc. (OCGN) Q4 2025 Earnings Call Transcript Ocugen issues $115M notes to repay debt; stock faces after-hours selling Ocugen Q1 2026 Earnings Preview

BOSTON, May 05, 2026--Leostream Corporation, creator of the world-leading Leostream® Remote Desktop Access Platform, today announced unified remote access for high-performance computing environments built with widely available tools and platforms from partners including Nutanix, AWS, Red Hat OpenShift, HP, Mechdyne, and Microsoft. Leostream’s HPC "ecosystem" ensures customers gain a simplified, fully interoperable, integrated solution for cloud/hybrid cloud HPC with scalability for large workloa

Kopin ( KOPN ) on Tuesday said it has been awarded a $21.5 million follow‑on production contract to manufacture a custom thermal‑imaging eyepiece assembly for a major U.S. defense prime contractor. The custom eyepiece module is a critical component of a detachable, man-portable thermal weapon system and is composed of Kopin’s U.S.‑manufactured microdisplay, precision optics, drive electronics and ruggedized field‑ready enclosure housing. "At a time when global threats are evolving rapidly, this technology is essential to ensuring warfighters maintain a decisive advantage and return home safely," the company said. Press Release More on Kopin Kopin: Speculative Upside Could Require More Catalyst Kopin wins $3.2M FPV drone market order, targets 40K goggles by 2028 Kopin outlines $52M–$60M revenue target for 2026 amid strategic partnerships and defense market expansion Seeking Alpha’s Quant Rating on Kopin

航运数据和能源咨询公司Kpler的商品研究主管马特·史密斯（Matt Smith）周一发出警告，目前全球航空业面临的燃油供应紧缩，正像一场“慢动作的车祸”一样，对全球旅游业和航空货运造成持续的、不断加剧的冲击。 自今年2月底中东冲突升级、霍尔木兹海峡航运受阻以来，全球航空燃油供应链遭受重创。这条关键水道曾承载全球约五分之一的石油运输。Kpler数据显示，在截至4月26日的一周内，全球海运的航空燃油和煤油总量降至不足230万吨，不到战前周均水平的一半。 这种供应中断直接引发了价格飙升，其影响已蔓延至实体运营层面。国际航空运输协会（IATA）的数据显示，欧洲的航空燃油价格已一度飙升至每桶200美元以上。为此，全球多家航空公司被迫采取极端措施，汉莎航空已宣布取消20，000个短途航班。行业担忧情绪浓厚，国际能源署（IEA）已警告，欧洲的航空燃油库存可能在几周内降至临界水平，届时部分机场或将面临物理性缺油。 史密斯将这场危机的演变比作一场无法阻挡的灾难。他在接受采访时表示：“增长已经放缓，我们看到航空公司开始削减运力，这架‘飞机’正在减速”。他警告称，尽管目前“引擎”尚未完全熄火，但随着关键的夏季出行高峰期临近，航空燃油供应链所承受的压力正在逼近极限，行业正面临一个严峻的夏季。 责任编辑：张俊 SF065

Talks remain preliminary and no orders have been placed, but supply shortages and geopolitical risk are driving Apple to weigh alternatives

Apple explores Intel, Samsung as U.S. chip suppliers Yahoo Finance

Apple explores Intel, Samsung as U.S. chip suppliers qz.com

格隆汇5月5日｜据界面，数据显示，截至2026年4月30日，沪市千亿市值的头部企业(以下简称头部公司)总量已达132家，其中主板公司114家，科创板18家，合计市值46.14万亿元，占沪市公司总市值的59%。2020年至今，沪市千亿市值头部公司中，科创类企业的数量占比从26.8%上升至32.8%，市值占比从16.5%上升至24.8%。2020年至2025年，头部公司累计现金分红总额达6.6万亿元，分红金额逐年递增，2025年分红金额占沪市上市公司整体现金分红的77.7%。

格隆汇5月5日｜印尼央行行长：印尼盾目前相对于经济基本面被低估。

Douglas Rissing Alphabet's ( GOOG ) Google DeepMind, Microsoft ( MSFT ), and xAI ( X.AI ) have agreed to give the U.S. government early access to their AI models to evaluate the systems' capabilities and help improve security. The U.S. Commerce Department’s Center for AI Standards and Innovation, or CAISI, said that through these expanded industry collaborations, it will conduct pre-deployment evaluations and targeted research to better assess frontier AI capabilities and advance the state of AI security. Following the agreements, the three companies join OpenAI ( OPENAI ) and Anthropic ( ANTHRO ) in allowing pre-release reviews of their models by CAISI. In August 2024, CAISI, which was formerly known as the Artificial Intelligence Safety Institute, announced agreements with OpenAI and Anthropic related to this. CAISI added that these agreements build on previously announced partnerships, which have been renegotiated to reflect its directives from the secretary of commerce and America's AI Action Plan. CAISI noted that its agreements with frontier AI developers enable government evaluation of AI models before they are publicly available, as well as post-deployment assessment and other research. To date, CAISI has completed over 40 such evaluations, including on state-of-the-art models that remain unreleased. "Independent, rigorous measurement science is essential to understanding frontier AI and its national security implications," said CAISI Director Chris Fall. "These expanded industry collaborations help us scale our work in the public interest at a critical moment." Google, xAI, SpaceX, and Microsoft did not immediately respond to Seeking Alpha's request for comment. Last week, the Department of War, also known as the Department of Defense, inked agreements with ChatGPT maker OpenAI; Google; Elon Musk’s SpaceX ( SPACE ), which owns xAI ( X.AI ), the maker of AI chatbot Grok; Microsoft ( MSFT ); Amazon's ( AMZN ) Amazon Web Services; Nvidia ( NVDA ); Oracle ( ORC...

格隆汇5月5日｜以色列国防军：在米斯加夫·阿姆地区响起了关于敌方飞机渗透的警报。

ozgurdonmaz/iStock Unreleased via Getty Images Apple Inc. ( AAPL ) has spent nearly three generations proving that betting against its products is usually a bad idea. But every so often, the Buy case becomes far more compelling than usual, and I think that's exactly where Apple stock stands today. The company just delivered a record quarter , with revenue, margins, operating income, and earnings all moving higher. iPhone demand came in stronger than expected, Services reached another all-time high, and management's guidance suggests momentum isn't fading. At the same time, Apple's preparing for what could be one of its most important product launches in years, with a rumored foldable iPhone potentially arriving at the same time as the iPhone 18 Pro. Sprinkle in a new CEO , John Ternus, who is a product-focused Apple veteran, and the thesis becomes all the more compelling. Sure, there are risks, but, in my view, those concerns overshadow what could be a "once in a generation" buying opportunity on the backs of record earnings, expanding margins, loyal ecosystem demand, and a new hardware catalyst. Spoiler: My Strong Buy rating on Apple remains unchanged. What was in Apple's second-quarter fiscal 2026 earnings? Revenue for the second quarter of 2026 landed at around $111.2 billion, which was up nearly 17% compared to the same period last year. This was a new March-quarter record for Apple, but more importantly, revenue came in above management's own guided range of 13% to 16% growth. That says a lot about the demand, and all of this was driven by growth across the business. Speaking of which, here's a glance at Apple's segmental performance: Segments Q2FY26 Q2FY25 YOY Change iPhone $56,994 $46,841 +21.7% Services $30,976 $26,645 +16.3% Mac $8,399 $7,949 +5.7% Wearables, Home & Accessories $7,901 $7,522 +5% iPad $6,914 $6,402 +8% Total $111,184 $95,359 +16.6% Click to enlarge Note: USD in Millions. As you might also have noticed, iPhone and Services were the standouts ...

ozgurdonmaz/iStock Unreleased via Getty Images Apple Inc. ( AAPL ) has spent nearly three generations proving that betting against its products is usually a bad idea. But every so often, the Buy case becomes far more compelling than usual, and I think that's exactly where Apple stock stands today. The company just delivered a record quarter , with revenue, margins, operating income, and earnings all moving higher. iPhone demand came in stronger than expected, Services reached another all-time high, and management's guidance suggests momentum isn't fading. At the same time, Apple's preparing for what could be one of its most important product launches in years, with a rumored foldable iPhone potentially arriving at the same time as the iPhone 18 Pro. Sprinkle in a new CEO , John Ternus, who is a product-focused Apple veteran, and the thesis becomes all the more compelling. Sure, there are risks, but, in my view, those concerns overshadow what could be a "once in a generation" buying opportunity on the backs of record earnings, expanding margins, loyal ecosystem demand, and a new hardware catalyst. Spoiler: My Strong Buy rating on Apple remains unchanged. What was in Apple's second-quarter fiscal 2026 earnings? Revenue for the second quarter of 2026 landed at around $111.2 billion, which was up nearly 17% compared to the same period last year. This was a new March-quarter record for Apple, but more importantly, revenue came in above management's own guided range of 13% to 16% growth. That says a lot about the demand, and all of this was driven by growth across the business. Speaking of which, here's a glance at Apple's segmental performance: Segments Q2FY26 Q2FY25 YOY Change iPhone $56,994 $46,841 +21.7% Services $30,976 $26,645 +16.3% Mac $8,399 $7,949 +5.7% Wearables, Home & Accessories $7,901 $7,522 +5% iPad $6,914 $6,402 +8% Total $111,184 $95,359 +16.6% Click to enlarge Note: USD in Millions. As you might also have noticed, iPhone and Services were the standouts ...

格隆汇5月5日｜社交媒体Pinterest公布，第一季度收入同比增长18%至10.1亿美元，高于市场预期的9.66亿美元；调整后EBITDA为2.07亿美元，高于市场预期的1.76亿美元；调整后每股盈利27美仙，高于市场预期的23美仙。首季月活跃用户同比增长11%至6.31亿，符合市场预期；每用户平均收益1.61美元，高于市场预期的1.54美元。

Poca Wander Stock/iStock via Getty Images James River Group Holdings ( JRVR ) was trading lower as Citizens downgraded the stock following first-quarter earnings, citing product liability headwinds that persist. Shares were 11.58% down to $5.42 during pre-market trading on Tuesday. The company reported Q1 non-GAAP EPS of $0.12, which misses the average analyst estimate by $0.15, and revenue of $151.38M (-12.1% Y/Y), which misses by $14.84M. The EPS was impacted by a $6.7M reinsurance reinstatement premium associated predominantly with one casualty E&S (excess and surplus) claim, according to analysts Matthew Carletti, Karol Chmiel, and David Samar. The downgrade was "supported by our probability-weighted scenario analysis following Q1 results that disappointed and used two-thirds of the remaining E&S ADC limit, leaving only $7.5M available for potential further adverse development," said the research note. Citizens cut its recommendation on the stock to Market Perform from Market Outperform. The rating aligns with Seeking Alpha's Quant Rating of Hold. The Wall Street analysts grade the stock as Buy. More on James River James River Group Holdings, Inc. (JRVR) Q4 2025 Earnings Call Transcript James River outlines mid-teen return on equity target through technology and expense discipline Seeking Alpha’s Quant Rating on James River Historical earnings data for James River Dividend scorecard for James River

(RTTNews) - Sotera Health Company (SHC), a provider of sterilization solutions, lab testing, and advisory services for the healthcare industry, Tuesday announced that it has appointed Viant Medical CEO Alton Shader as its Chief Executive Officer, effective May 26.

French president pitches in for Nikol Pashinyan, who faces stiff challenge from pro-Russia parties in vote next month Emmanuel Macron has made an unabashed pre-election pitch on behalf of Armenia’s prime minister, Nikol Pashinyan, saying the country’s destiny lay with Europe. The French president also accused Russia of abandoning Armenia after the 2020 Nagorno-Karabakh war that led to Azerbaijan displacing tens of thousands of Armenians. Continue reading...

Palantir Technologies Stock Just Got an AI Forecast Boost. Why Investors Still Paused TechStock²