格隆汇5月5日｜三诺生物5月5日在互动平台回复投资者称，目前欧盟相关法院临时禁令的裁定未导致公司CGM产品生产中断，台架测试、人体临床试验等所需产品供应未受影响，因此预计不会对公司在美国开展的相关临床研究及510（k）申报流程产生影响。

Tamara Harding/iStock Editorial via Getty Images Piper Sandler lowered its rating on Tractor Supply ( TSCO ) to Neutral from Overweight. Analyst Peter Keith pointed to weakening companion animal trends, specifically with dogs, that may be in a structural headwind for several years due to rising pet ownership costs. "We believe the recent pullback in dog ownership (relative to cats) is partially due to higher pet-related costs. In particular, the vet services CPI has increased +60% since 2020. Pet services pricing (grooming, boarding) is up +46%, and pet food pricing has grown +25% (since 2020)," noted Keith. Keith warned that there is a risk that Tractor Supply ( TSCO ) will lower its full-year guidance, particularly after the weak Q1 results. Piper Sandler set a price target on Tractor Supply ( TSCO ) of $36.00. "While 16x is well below TSCO's historic average multiple of 22x, we note TSCO traded with a high-teens multiple in 2017 on the heels of the 2015-2016 agriculture/energy recession," highlighted Keith. Shares of Tractor Supply ( TSCO ) are down more than 35% on a year-to-date basis. More on Tractor Supply Tractor Supply: Unclear Future Ahead Tractor Supply Company (TSCO) Q1 2026 Earnings Call Transcript Tractor Supply Q1: I Locked In 46% And Left, After A 23% Drop, I'm Still Not Back Tractor Supply outlines fresh pet expansion to 700 stores by year-end while reaffirming 1% to 3% comp targets Tractor Supply slides after comparable sales miss estimates

一架从威尼斯飞来的美联航 波音 767飞机在进近纽瓦克机场时撞上了一根灯杆和一辆牵引式挂车；飞机安全着陆，无乘客受伤，美国国家运输安全委员会（NTSB）和联邦航空管理局（FAA）已展开调查。 责任编辑：张俊 SF065

格隆汇5月5日｜PayPal盘前走势逆转，回吐业绩公布后的涨幅，现跳水跌近10%。消息面上，Paypal2026年Q1净营收83.5亿美元，预估80.5亿美元；调整后每股收益1.34美元，预估1.27美元。Paypal计划裁员，新任CEO推行战略以扭转颓势。

Chanson International Holding ( Nasdaq: CHSN ) on Tuesday said it will implement a 1-for-100 share consolidation effective May 7, 2026. The company said its Class A shares will begin trading on a split-adjusted basis on the Nasdaq Capital Market under the same ticker symbol, but with a new CUSIP number. Under the consolidation, every 100 existing shares will be combined into one share, with no fractional shares issued. The move will reduce the company’s outstanding Class A shares to about 3.64 million from roughly 363.9 million, it said. CHSN -21.36% premarket to $0.02 . Source: Press Release More on Chanson International Financial information for Chanson International

Intel Stock (US4581401001): Q1 Revenue Beats Guidance by $1.4B on 04/ 24/ 2026 AD HOC NEWS

More on KKR & Co. KKR Round Two: Poised To Grow Earnings At A Double-Digit Rate KKR: A Compounding Machine Hidden Behind Private Markets Complexity KKR & Co. Inc. (KKR) Shareholder/Analyst Call - Slideshow KKR Q1 earnings beat consensus as monetization activity revives KKR & Co. Q1 2026 Earnings Preview

Key PointsThe 2027 Social Security Cost of Living Adjustment could be higher than it has been in several years.

Elon Musk Reaches $1.5 Million Settlement With SEC Over Twitter Stake Authored by Aldgra Fredly via The Epoch Times, Tech billionaire Elon Musk on May 4 agreed to pay $1.5 million to resolve a Securities and Exchange Commission (SEC) lawsuit alleging he violated securities laws over the delayed disclosure of his Twitter stake. A filing dated May 4 states that Musk’s revocable trust will pay a civil penalty of $1.5 million to the commission as part of the settlement, subject to approval by the court. According to the filing , once the proposed settlement is approved by the court, the SEC will “file a stipulated dismissal of Elon Musk in his personal capacity, which will resolve this case in its entirety.” The SEC filed the lawsuit in January 2025, alleging that Musk violated federal securities laws by delaying disclosure of his stake in Twitter before his bid to buy the platform in 2022. The regulator said Musk crossed the 5 percent ownership threshold in March 2022, triggering a 10-day deadline to make the holding public. Musk did not disclose his holdings until April 2022, when he had already acquired a more than 9 percent stake in Twitter, according to the filing. The SEC said the delay had allowed Musk to buy shares at “artificially low prices” and enabled him to underpay by at least $150 million for his shares after his beneficial ownership report was due. Musk had previously sought to have the SEC suit dismissed. In August 2025, his lawyers argued that the SEC targeted Musk over his outspoken criticism of the regulator and “government overreach.” Separately, in March, a federal jury held Musk liable for misleading Twitter shareholders by driving down the social media platform’s stock price months before acquiring it. The decision followed a civil class action lawsuit filed by Twitter investors in October 2022. Musk agreed to buy Twitter at $54.20 per share in April 2022 but later sought to back out of the deal, prompting the company to take legal action to enfo...

Birchtech ( BCHT ) on Tuesday appointed Michael Mioska as the company’s chief financial officer. Mioska has been an independent consultant providing finance, financial reporting, and M&A advisory-related services to a range of public companies since 2021, including Birchtech since 2023. BCHT -2.47% at $1.58. Press Release More on Birchtech Birchtech prices $15 million public offering, shares to debut on NYSE American Seeking Alpha’s Quant Rating on Birchtech Historical earnings data for Birchtech

伯克希尔·哈撒韦股东在其首次作为CEO出席的年会上给予了格雷格·阿贝尔积极评价，凸显了他对运营的关注、公用事业领域的AI机遇以及对股票回购的谨慎立场。 责任编辑：张俊 SF065

Luis Alvarez Private credit companies like Blue Owl ( OWL ) are positioned for continued growth despite recent market jitters, according to a CNBC interview with analyst Wilma Burdis. A fter conducting a deep dive into Blue Owl’s portfolio, Burdis expressed confidence in the company’s fundamentals, noting that even among the riskiest loans sampled, loan-to-value ratios remained at a reasonable 70%, indicating a solid equity cushion. When asked whether recent sell-offs and fears of contagion were overdone, Burdis was emphatic in her response. “Overdone. Overdone,” she said. “And certainly, we’re seeing very good results in 01/2026. And more importantly, we’re seeing normal results, which I think is what people wanted to see.” Burdis indicated she would be a buyer of Blue Owl and similar stocks even after their recent bounce back. “I think there’s a lot more bouncing back to do for Blue Owl and the others,” she stated. She also pointed to strong fundraising in institutional channels as a positive indicator, noting that institutional investors who are more familiar with these products have continued to invest. The analyst also highlighted the significant opportunity in AI infrastructure spending as a major catalyst for Blue Owl’s growth. Blue Owl’s digital infrastructure and data center business benefit from strong relationships with major hyperscalers, including Meta, Google, and Amazon. According to Burdis, these partnerships date back a decade, when these tech giants’ success was far less certain. “They have great relationships, and certainly they have great ability to build out and deliver these data centers on time and under budget,” Burdis said. “So we think they’re in a good position.” The continued AI CapEx buildout, which she described as “not going anywhere,” should provide a sustained tailwind for Blue Owl’s infrastructure lending business. More related stories The Macro Situation Is Collapsing - Stock Market Still Defiant U.S. Dollar Mostly Softer, Gilts Pl...

AMD: What to Expect from Earnings in the Shadow of the AI Boom? XTB.com

Trygve Finkelsen/iStock Editorial via Getty Images Nintendo ( NTDOY ) is set to report fiscal fourth-quarter results on May 8, and investment firm Wedbush Securities believes there may be some kind of a “software reset” for the coming fiscal year from the Japanese entertainment giant. “We are recalibrating our FY27 estimates to reflect what we view as the most likely software outcome ahead of Nintendo's May guidance and the anticipated June Direct, lowering our FY27 EPS estimate to ¥412 (from ¥469) and our price target to ¥9,000 (from ¥10,500), based on a 22x P/E multiple,” analyst Alicia Reese wrote in a note to clients. Reese, who has a Neutral rating on Nintendo shares, added that she expects a Zelda game to come in fiscal 2027, likely a remake of Zelda: Ocarina of Time , for the Switch 2 console. She estimates sales for the game could be around 6M, well below the 11M she previously estimated. Adding to the concern is she believes Nintendo is unlikely to have a core four game for the holiday season (Super Smash Bros., Animal Crossing, 3D Mario, or Zelda), while Take-Two's ( TTWO ) Grand Theft Auto VI is set to launch in November. Nintendo is likely to have an upcoming slate featuring games such as Splatoon Raiders , Fire Emblem: Fortune's Weave , Star Fox , an OoT remake, The Duskbloods , and a Super Metroid remake, but it's unlikely enough to move the needle when factoring in other games, Reese added. “Our reset reflects 3P moving with, not against, first-party softness. With shares at ¥7,597, the stock now adequately discounts our Bear scenario,” Reese explained. “Post-FY27 guidance, Nintendo’s June Direct is the next potential catalyst; we would be incrementally more positive if a tier-1 release is announced for this year.” More on Nintendo Nintendo: A Timeless Franchise, Finally Reasonably Priced Again Nintendo: Mario 2, A Megahit, And Profit In J-Curve With Improvement Ahead Nintendo: The Upward Game Should Start Soon Historical earnings data for Nintendo Co...

财联社5月5日讯（编辑 冯轶） 财联社为您带来今日港股重要公告 1）公司要闻 长和(00001.HK)： 拟43亿英镑注销VodafoneThree持股。 公告称，Vodafone将向VodafoneThree作出注销事项完成前资金注入。在预定注销事项完成当日，和记股份将按代价金额43亿英镑予以注销，及VodafoneThree须于注销事项生效时以现金方式向和记支付代价金额。董事会认为，注销事项将使本集团得以按具吸引力的估值变现其投资项目。 汇丰控股(00005.HK)： 一季度收入186亿美元，同比增加6%；除税后利润73.94亿美元，同比减少2%。 百威亚太(01876.HK)： 一季度收入14.93亿美元，同比增加2.19%；净利润2.26亿美元，同比减少3.42%。 赛力斯(09927.HK)： 前4月累计汽车销量合计12.39万辆，同比增加19.02%。4月汽车销量合计3.55万辆。 庄臣控股(01955.HK)：附属获食环署2.3亿港元街道洁净服务新合约。 华津国际控股(02738.HK)：预期于8月底前与相关债权人订立和解协议。 2）融资、回购动态 中国宏桥(01378.HK)： 完成发行102亿元的可换股债券。 友邦保险(01299.HK)：斥资1.49亿港元回购174.6万股，回购价84.1至85.9港元。 小米集团-W(01810.HK)：斥资9999.7万港元回购329.02万股，回购价30.32至30.46港元。 吉利汽车(00175.HK)：斥资约2766.51万港元回购121.4万股，回购价22.4至23港元。 中远海控(01919.HK)：斥资2597.04万港元回购174.75万股，回购价14.72至14.92港元。

精神航空公司停止运营，取消了所有航班并影响到17，000名员工，这引发了人们对被阻止的捷蓝航空合并案的新一轮批评，官员和业界人士正在重新评估竞争与消费者影响。 责任编辑：张俊 SF065

JHVEPhoto/iStock Editorial via Getty Images Investment Thesis The days when Intel ( INTC ) was the easiest stock to hate are over. The bearish case was so simple for so long: poor execution, loss of process lead, exposure to PCs, declining margins, and a costly "foundry" idea that seemed to be more fantasy than reality. But the old narrative is dead. People aren't buying Intel because they think PCs will once again be a hot space. They're buying Intel because the company is at the center of a much larger discussion about who owns the underlying hardware necessary for the second generation of Artificial Intelligence (AI). I also talked about it extensively in my previous article on the stock , written in October 2025, in which I was strongly bullish. Seeking Alpha The first wave of AI was relatively straightforward: buy GPUs (Graphics Processing Units), buy Nvidia, and ignore almost everything else. However, the second wave is going to be different. Inference, agentic AI, real-time applications, custom silicon, advanced packaging, power consumption, and sovereign supply chains do not lend themselves to simple software explanations. These represent physical barriers to future success. And for the first time in a number of years, Intel finds itself closer to these physical barriers than many investors thought possible. That doesn’t make the stock cheap. That doesn’t eliminate the possibility of significant execution risk. And it absolutely does not imply that Intel is now equivalent to Taiwan Semiconductor Manufacturing Company ( TSM ) or NVIDIA ( NVDA ). But it does imply that the old bearish argument against Intel is no longer sufficient. When we look at Intel's Q1 2026 quarterly report, we see a very rare occurrence: revenue growth. We see very strong Data Center and AI demand. We see higher margins. We see continued improvement in their foundry business. We even see management providing indications that demand is outpacing supply. The reaction to this quarter by th...

Intel: The AI Trade Everyone Hated Is Suddenly Working (NASDAQ:INTC) Seeking Alpha

Applied Digital Corporation ( APLD ) announced on Tuesday the closing of its previously disclosed transaction to contribute its cloud business to EKSO Bionics. As a result, the cloud business became a wholly owned subsidiary of EKSO, and EKSO changed its name to ChronoScale. ChronoScale will begin trading on the Nasdaq Capital Market on Tuesday, May 5, 2026, under the ticker “CHRN” and under a new CUSIP number, 170924104. Applied Digital was issued approximately 138M shares of ChronoScale common stock for the contribution of its cloud business. In addition, Applied Digital invested $15.75M in cash in ChronoScale for an additional approximately 1.4M shares of ChronoScale common stock priced at market in a private placement offering, which closed concurrently with the contribution transaction. Following the closing, Applied Digital owns approximately 97% of the outstanding shares of ChronoScale common stock. The company said that ChronoScale will operate as an accelerated compute platform purpose-built to support demanding artificial intelligence workloads designed to deliver scalable, GPU-based infrastructure optimized for AI training, inference, and high-performance computing. "Focused on large-scale deployments, ChronoScale will provide dedicated compute environments engineered for performance, consistency, and long-term operational execution, with the ability to scale capacity in line with accelerating AI demand and increasing utilization across the market," it added. In addition, the legacy EKSO business will also continue to operate as a wholly owned subsidiary of ChronoScale. Applied Digital said that the transaction comes as demand for AI infrastructure continues to increase, with cloud compute platforms experiencing rising utilization and evolving workload requirements. As a result, ChronoScale is expected to operate with greater flexibility to access capital, expand capacity, and pursue growth opportunities independently. More on Applied Digital Applied Digi...

(RTTNews) - While reporting financial results for the first quarter on Tuesday, energy utility WEC Energy Group, Inc. (WEC) reaffirmed its earnings guidance for the full-year 2026 in the range of $5.51 to $5.61 per share.

Micron Hits $600, CEO Says AI Memory Boom Is Just Getting Started Benzinga

J. Goldman & Co LP's Microsoft Corp(MSFT) Holding History GuruFocus

Trading of Canada’s Goldquest Mining Corp is scheduled to resume Tuesday after the Dominican Republic halted development of its Romero gold mine project in the wake of mass protests. President Luis Abinader late Monday said his administration had “listened with attention, respect and responsibility” to community concerns about the project and was suspending all work at the site in western Dominican Republic. Goldquest didn’t immediately return a request for comment outside of regular business hours. But on Monday, before the government’s announcement, the Toronto-based company said in a statement it was committed to “the responsible and transparent development of the Romero Project.” The company has said the 3,997-hectare concession had probable reserves of 840,000 ounces of gold, 980,000 ounces of silver and 136 million pounds of copper. The Canadian Investment Regulatory Organization halted trading of the stock on the TSX Venture Exchange midday Monday after the shares had dropped more than 17%. The halt was lifted on Tuesday morning, allowing the shares to resume trading when the market opens at 9:30 a.m. local time. Abinader’s decision came after hundreds of people protested the project over the weekend citing concerns it would damage soil and water. Abinader said the mining concession had been granted in 2005 and ratified again in 2010. But he said that under his administration the project had never moved beyond the environmental evaluation phase. “My commitment is to the country, its people and their future,” he said.

Source: Bloomberg, 0:00

Advanced Micro Devices put buyer realizes 67% same-day gains TipRanks

Shares of Norwegian Cruise Line (NYSE: NCLH) sank 9% on Monday, after the company posted disappointing financial results. Investors who flocked to the country's third largest cruise line, on the premise that it was the cheapest of the publicly traded players, are being reminded that sometimes you get what you pay for. Norwegian Cruise Line -- or NCL, for short -- posted mixed financial results through the first three months of this year. Revenue rose 10% to $2.33 billion. That was just shy of the 11% year-over-year increase that analysts were forecasting and rival Royal Caribbean (NYSE: RCL) achieved for the quarter. Image source: Getty Images. Continue reading

Analyst recommendations: Amazon, Chevron, Vertex Pharmaceuticals, Palantir Technologies, Aon Corporation... marketscreener.com

Microsoft (MSFT): New Buy Recommendation for This Technology Giant The Globe and Mail

Alphabet Inc．发行其史上规模最大的欧元计价债券并吸引强劲需求，融资规模至少90亿欧元（105亿美元），以支持其人工智能发展计划。 据一位知情人士透露，此次分六个期限发行的债券已吸引超过252亿欧元的认购。该人士因信息未公开而要求匿名。这笔交易将成为Alphabet有史以来规模最大的欧元债发行，此前该公司几个月前刚发行了接近320亿美元的美元、英镑和瑞郎债券。 Alphabet上周表示，今年资本支出计划最高可达1900亿美元，主要用于投资对其AI战略至关重要的数据中心。知情人士称，周二此次发行（以及任何同步进行的发行）募集的资金将用于一般公司用途，可能包括偿还未偿债务。 标普在一份声明中表示，该公司还计划发行加元计价债券；并对拟发行的欧元和加元债券给予AA+评级。 Alphabet最新的欧元债发行预计将于周二稍晚定价，此次交易由巴克莱、法国 巴黎银行 、德意志银行和 汇丰控股 负责安排。 责任编辑：郭明煜

财联社5月5日讯（编辑 冯轶） 受美伊局势再添紧张信号影响，今日港股行情遭挫。截至收盘，恒指跌0.76%，恒生科技指数收跌0.94%，国企指数收跌0.5%。 【交投降温市场情绪谨慎 恒指再度跌破26000点】 盘面上，今日大型科网股普遍收跌，小米、美团跌超1%、腾讯、阿里、快手纷纷飘绿，百度逆势涨逾2%。 其他方向上，家电、汽车、银行股跌幅居前。此外，旅游、医药、游戏等行业也集体下挫。 上涨的板块中，地产、锂电股短线活跃，航运等少数板块小幅跟涨。 整体上看，港股短线情绪仍偏谨慎，市场对地缘风险逐渐敏感，恰逢假期影响港股通暂停交易，资金面也相对紧缩。 今日恒指全天成交1222.35亿港元，收盘再度跌破26000点，交投热度明显低于昨日。 沽空方面，今日总沽空金额为215.39亿港元，相当于恒指成交额的17.62%，沽空占比也刷新短线新高。 小米集团-W、汇丰控股、比亚迪股份沽空金额位居前三，分别为17.09亿港元、15.6亿港元、10.74亿港元。 【中东紧张局势短线升级 各大热点跌多涨少】 行情层面，今日各大热门板块跌多涨少，半导体等短线高位热点出现调整，明显受到风险情绪影响。 短线而言，5月初的港股市场暂时进入阶段性的业绩及政策真空期，行情缺乏催化剂仍倾向于震荡。 另一方面，隔夜美国三大股指均承压下跌，直接令全球市场的注意力再次回到悬而未决的中东战事和航路封锁上。 据媒体报道，海湾地区多艘商船报告发生火灾或爆炸。特朗普还威胁称，如果伊朗在波斯湾或霍尔木兹海峡附近向美国船只开火，将被“从地球表面抹去”。 而此前，英国海上贸易行动办公室（UKMTO）也通告称，受地区军事行动持续影响，霍尔木兹海峡海上安全威胁等级维持在“极高”，航行风险持续加剧。通告指出，目前相关海域海军力量明显增加，防护级别持续提升，同时锚地区域通航压力上升，拥堵情况加剧。 【宏观不确定性增加 机构关注5月基本面对港股支撑】 此外，宏观层面，潜在的加息风险也正越来越引发市场关注。 近日，欧洲央行管委内格尔指出，如果通胀前景未见改善，这意味着6月可能加息。美联储威廉姆斯则表示，美联储双重使命面临的风险均已上升，经济正面临不寻常的情况。 展望后市，交银国际认为，港股4月已至修复行情的关键节点，与此同时，基本面边际改善或对5月港股形成低位支撑。 配置上，科技互联网是当月赔率最高方向。恒生科技一季度累计回调逾...