Nvidia (NVDA) Stock; Steadies as CEO Backs US Military AI Use Despite Policy Clash CoinCentral

格隆汇5月5日｜据泰晤士报，英国首相斯塔默暗示，英国政府正在调查伊朗是不是近期一系列“反犹袭击事件”的幕后黑手。

Willis Lease Finance press release ( WLFC ): Q1 GAAP EPS of $3.26 beats by $0.81 . Revenue of $194.3M (+23.2% Y/Y) beats by $19.3M . Record high quarterly lease rent revenue of $77.4 million, an increase of 14.2% Record high quarterly maintenance services revenue of $9.8 million, an increase of 74.9% More on Willis Lease Finance Willis Lease Finance: Engine Leasing Strength Supports Strong Buy Rating (Rating Upgrade) Willis Lease Finance Corporation (WLFC) Q4 2025 Earnings Call Transcript Willis Lease Finance Corporation 2025 Q4 - Results - Earnings Call Presentation Willis Lease outlines asset management expansion with $1.6B in new funds while reporting record $193.6M Q4 revenue Seeking Alpha’s Quant Rating on Willis Lease Finance

格隆汇5月5日｜瑞穗银行：将Meta Platforms(META.US)目标价从850美元下调至835美元。

fengdr/iStock via Getty Images Investment Thesis Ares Capital ( ARCC ) is the largest publicly traded business development company in the United States and is considered by many to be a gold standard BDC. For income investors, it has long been considered one of the safest harbors in the BDC universe—investment-grade rated (BBB/Baa2/BBB), conservatively levered, and with a dividend history that stretches back over two decades without a (base rate) cut. For dividend stability, ARCC is carrying approximately $988 million, or $1.38 per share, in estimated undistributed taxable income (spillover) rolled forward from 2025. That spillover alone represents roughly 72% of a full year's dividend payments and provides an enormous buffer against any near-term earnings shortfall. The portfolio remains higher quality, but one must be cognizant that the watchlist has increased while non-accruals on a fair value basis have remained relatively steady. ARCC has had their software portfolio reviewed, and the consultant found a very manageable number of companies with a high AI threat. With dividend stability and portfolio quality intact, I am placing a BUY rating on Ares Capital. The rationale behind the rating is part quality and part valuation. At the current price of $18.67, ARCC trades at 0.95x NAV and 8.5x net interest income ("NII"). ARCC typically trades at a 5% premium to NAV (the current discount of 4.7% has a z-score of -1.8, meaning it is 1.8 standard deviations below its average) and at 9.4x NII. I must state, however, that this is not as cheap as it sounds, as I believe it is close to a fair value given the private credit environment we are in. I do believe buying at the current valuation and collecting a 10% yield is compelling. For strong buy consideration, we would target 0.88x-0.90x NAV (~$17.25-$17.65)—a level achievable during moderate risk-off episodes that would put the P/NII ratio near its historical −1 standard deviation band (~8.27x) and offer a genuine margin ...

Graphic Packaging Holding press release ( GPK ): Q1 GAAP EPS of -$0.14 misses by $0.16 . Revenue of $2.16B (+1.9% Y/Y) beats by $110M . The Company is reiterating 2026 Net Sales, Adjusted EBITDA, and Adjusted EPS guidance of $8.4 billion to $8.6 billion (vs. consensus of $8.45B), $1.05 billion to $1.25 billion, and $0.75 to $1.15 (vs. consensus of $0.85) , respectively. The Company continues to expect 2026 Adjusted Cash Flow in the range of $700 million to $800 million, and 2026 capital spending of approximately $450 million. More on Graphic Packaging Holding Graphic Packaging Holding: Falling Earnings Make This A Hold Graphic Packaging Holding Company (GPK) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Graphic Packaging Holding Company 2025 Q4 - Results - Earnings Call Presentation Graphic Packaging Holding Q1 2026 Earnings Preview Graphic Packaging, NextEra Energy to build 250 MW solar plant in Texas

伊拉克正向购买本月装船的原油的买家提供大幅折扣，但在地区敌对行动再度升温之际，油轮需要穿越霍尔木兹海峡，深入波斯湾提取这些原油。 伊拉克国有石油销售机构SOMO的一份通知显示，这个OPEC产油国对其旗舰油种巴士拉中质原油提供较官方售价最高每桶33.40美元的折价。该文件日期为5月3日，并列出了本月不同时段适用的多个定价水平。 自2月底战争爆发以来，霍尔木兹海峡的通行基本处于停摆状态。而周一美伊之间暴力冲突重新升级，也令已持续四周的停火前景再添变数。伊拉克是该地区在冲突初期最早开始减产的产油国之一，因为随着波斯湾出口中断，闲置储油空间被迅速占满。 责任编辑：陈钰嘉

Embecta press release ( EMBC ): Q2 Non-GAAP EPS of $0.27 misses by $0.15 . Revenue of $221.8M (-14.4% Y/Y) misses by $13.86M . Adjusted gross profit and margin of $131.8 million and 59.4%, compared to $165.0 million and 63.7% in the prior year period. Adjusted EBITDA and margin of $64.6 million and 29.1%, compared to $97.1 million and 37.5% in the prior year period. Announced a dividend of $0.01 per share. FY25 Revenue $1.07B consensus (prior $1,071 - $1,093). Non-GAAP EPS of $2.82 consensus (prior $2.80 - $3.00).

格隆汇5月5日｜摩根大通策略师表示，全球股市自伊朗战事低点以来的反弹覆盖面极窄，市场已然具备条件，只要出现些许利好消息，就有望迎来普涨行情。由米斯拉夫・马泰卡领衔的团队称，短期内市场或将维持波动，但投资周期不止数日或数周的投资者，应继续借助股市回调逢低加仓。策略师指出，明晟全球指数的V型反弹看似与油价飙升走势脱节，实则本轮上涨仅由极少数个股拉动。目前投资者持仓仓位低于战事爆发前，随着压制买入的各类因素逐步缓解，市场上涨行情有望进一步扩散。

伊顿美股盘前跌超5%，现报400.3美元。

McDonald's ( MCD ) is adding a new in-restaurant role called a beverage specialist to help make its new Refreshers and crafted sodas consistently and at quality as it rolls them out nationwide on May 6. The restaurant chain is adding the role because the drinks are more operationally complex than standard fountain beverages, with ingredients like fruit purée, popping boba, and cold foam that require more careful assembly. The list of new beverages includes three refreshers. Customers can choose from mango pineapple flavor with strawberry boba, blackberry passion fruit flavor with freeze-dried dragon fruit, and a strawberry watermelon option. In addition, three crafted sodas are being added to the menu as the chain takes classic fountain drinks and enhances them with flavored syrups and sweet cold foam. Sprite Berry Blast will be infused with blue raspberry syrup and topped with cold foam, while Orange Dream is a spin on Hi-C Orange Lavaburst mixed with vanilla flavor and finished with cold foam, resembling a Creamsicle, and Dirty Dr Pepper is a classic Dr Pepper with vanilla flavor and a rich cold foam topping. McDonald's The dramatic beverage move reflects McDonald's ( MCD ) push into higher-margin, customizable drinks that can attract younger consumers and create more traffic beyond the lunch and dinner rush. It also builds on lessons from the now-defunct CosMc’s concept, which served as a test bed for premium drink ideas McDonald’s later adapted for the core brand. As part of the transition, McDonald's ( MCD ) executed an update of the McCafé brand with new logos and colors. "We had to reimagine the McCafé sub-brand to reflect this modernized portfolio, making it more fun, youthful, playful, and colorful—just like the new drinks themselves," stated the Chicago-based company. More on McDonald's McDonald's: Value Strategy Holds, But Not A Q1 Catalyst McDonald's: Fundamentally Solid With Rewarding Dividends But Almost Fully Valued McDonald's: On Track To 50,000 Stor...

The Iran war risked reigniting after the U.S. tried to force open the Strait of Hormuz, though a ceasefire seemed to be holding Tuesday even after the United Arab Emirates said Iran fired missiles and drones at it. (Image credit: Amirhosein Khorgooi/AP)

格隆汇5月5日｜据一财，5月6日，中国人民银行将以固定数量、利率招标、多重价位中标方式开展3000亿元买断式逆回购操作，期限为3个月(91天)。当月3个月期买断式逆回购到期量为8000亿元，由此实现5000亿元净回笼，为去年5月以来该期限品种最高的净回笼规模。 5月，公开市场中长期资金到期压力显著上升，全月中长期资金合计到期2.1万亿元，为2025年以来月度次高点，到期压力主要集中于5月下旬。而聚焦节后首周(5月6日至9日)，公开市场合计到期12191亿元。其中，逆回购将到期4191亿元，3个月期买断式逆回购到期8000亿元。 市场分析普遍认为，当前央行操作以稳为主，5月资金面将逐步走出超宽松状态，整体维持中性偏松格局。招联首席经济学家董希淼认为，央行当前更注重运用多种货币政策工具对市场流动性适时调整，并加强对科技创新、提振消费、中小微企业的精准滴灌，而非大水漫灌。未来一段时间，货币政策的支持性立场并未改变。如果市场利率指标回升到政策利率附近，买断式逆回购、MLF等仍有可能恢复净投放，以配合后续政府债券发行。

Cameco press release ( CCJ ): Q1 Non-GAAP EPS of $0.47 beats by $0.22 . Revenue of $845M (+7.1% Y/Y) beats by $249.8M . More on Cameco Corporation Cameco: A Buy For The Nuclear Future When It Dips Under $120 Cameco: An Expensive Must Have Cameco's Hidden Advantage - Inventory, Contracts, And Market Control Cameco Q1 2026 Earnings Preview Cameco Q4 2025 Earnings Preview

格隆汇5月5日｜巴克莱：将礼来公司目标价从1350美元上调至1400美元。

格隆汇5月5日｜土耳其与沙特拟取消签证要求。

Meta Taps Morgan Stanley, JPMorgan for El Paso Data Center Deal Bloomberg.com

泰国总理府发言人拉差达5日说，内阁会议决定废除与柬埔寨的一份关于两国重叠海域问题的备忘录，转而采用《联合国海洋法公约》框架下的国际法机制以更好维护国家利益。 拉差达在当天内阁会议结束后举行的新闻发布会上说，废除上述备忘录是对合作框架的“调整”，并非终止关系或停止谈判。泰国仍将继续与柬埔寨展开对话，但将转向采用《联合国海洋法公约》下更为清晰、全面和系统化的机制，以便更加高效解决海洋区域问题。 拉差达还说，泰方已通过非正式渠道向柬埔寨通报相关情况，并将进一步正式通知柬方，同时提议双方在《联合国海洋法公约》框架下开展谈判。泰国政府正筹备设立一个技术与法律委员会，系统、全面推进新框架下的工作。 泰国总理阿努廷4月23日表示，将废除前总理他信当政时期与柬埔寨签署的一份关于重叠海域问题的备忘录。阿努廷说，此举无需通知柬方，内阁将尽快审议相关决定。 柬埔寨外交与国际合作部4月24日发表声明说，柬埔寨对泰国单方面退出双方于2001年签署的关于两国重叠海域问题的谅解备忘录深表遗憾。(新华社)

格隆汇5月5日｜以色列法院延长对两名加沙船队活动者的拘留至5月10日。

BEV sales jumped nearly 60% in April, taking total electric car registrations to more than 2m, says SMMT Business live – latest updates A recent jump in electric car sales in the UK is likely to be “tempered” by worries over rising inflation and energy prices caused by the Iran war, a leading industry body has warned. New car sales in the UK rose by 24% year on year to 149,247 in April, according to the Society of Motor Manufacturers and Traders (SMMT). Continue reading...

专题：聚焦美股2026年第一季度财报 一季度啤酒销量同比上升 1.2%，拉美部分市场销售额创历史新高 百威啤酒生产商 百威英博 宣布，计划继续加码旗下核心大品牌投入。 内容概要 百威英博 实现三年来销量首次增长，整体啤酒销量内生增幅达 0.8%。 百威啤酒制造商百威英博（ABI，涨幅 7.76%）公布 三年来首次销量回升 ，进一步印证啤酒行业迎来复苏，也带动公司股价走高。 这家全球最大啤酒集团旗下拥有时代啤酒、科罗娜、百威等品牌。今年一季度整体啤酒销量 内生增长 0.8% ，终结了自 2023 年年中以来的销量持续下滑态势。此前受 高通 胀压制消费、健康饮酒潮流兴起影响，啤酒消费需求持续走弱。 公司汇总的市场一致预期显示，此次由跌转升的业绩表现，超出了分析师原本预计的继续下滑。 单看啤酒品类，公司一季度销量 同比上涨 1.2% ，主要由拉美部分市场创纪录的销售表现拉动。 公司在比利时布鲁塞尔上市，早盘股价大涨 6.4%，报 67.18 欧元。除时代啤酒外，莱福、福佳等经典比利时品牌也隶属于百威英博旗下。 百威英博啤酒销量重回增长，进一步释放行业回暖信号。过去数年全球啤酒行业持续销量低迷，如今复苏迹象显现。丹麦啤酒品牌嘉士伯上周表示，高端啤酒需求带动年初销量与营收走高；荷兰喜力同期也实现季度销量止跌回升、重回增长。 百威英博首席执行官米歇尔・道克瑞斯表示：“为啤酒行业回暖举杯。” 不过公司北美市场啤酒销量仍同比下滑，说明这一核心市场仍面临隐忧。 道克瑞斯称，百威英博计划进一步加大对头部核心品牌的投入，把握后续增长机遇。 “我们已为 2026 年做好充分布局。” 和其他饮品企业一样，百威英博看好今夏销售提振机遇 —— 下月起美加墨世界杯开赛，有望带动球迷消费热潮。 加拿大皇家银行 资本市场分析师在研报中指出，一季度业绩增长势头，为股价强势表现提供了有力支撑。 “总算松了一口气…… 最终业绩表现超出预期。” 该行评价道。 销量回暖推动一季度营收好于预期，达 152.7 亿美元 ；调整后净利润升至 19.2 亿美元 ；息税折旧摊销前利润随营收同步增长，达 54.4 亿美元 ，利润率基本持平。 依托亮眼季报，百威英博 维持全年 EBITDA 业绩指引 ，符合中长期 4%–8% 的增速预期。分析师预计公司全年息税折旧摊销前利润将增长 5.1%。 责任编辑：郭明煜

Westlake Corporation press release ( WLK ): Q1 Non-GAAP EPS of -$0.77 misses by $0.53 . Revenue of $2.65B (-7.0% Y/Y) misses by $130M . EBITDA of $235 million for the first quarter of 2026 decreased by $60 million compared to first quarter 2025 EBITDA of $295 million. First quarter 2026 EBITDA increased by $39 million compared to fourth quarter 2025 EBITDA of $196 million. Net cash used for operating activities was $94 million for the first quarter of 2026 and capital expenditures were $209 million. As of March 31, 2026, cash, cash equivalents and fixed-income investments were $2.5 billion and total debt was $5.6 billion. More on Westlake Corporation Westlake Corporation (WLK) Presents at JPMorgan Industrials Conference 2026 Transcript Westlake: Capacity Capitulation Bottoming Out Market (Rating Downgrade) Westlake: Why The 2025-2026 Bounce Is 'Way Too Early' Westlake Corporation Q1 2026 Earnings Preview Westlake Chemical Partners LP names new CFO

格隆汇5月5日｜菲律宾央行：受中东持续冲突影响，通胀前景进一步恶化。预计2026年和2027年的平均整体通胀将突破4.0%的容忍上限。准备采取一切必要的货币措施，以确保通胀回归3%的目标。通胀预期亦进一步上行，鉴于通胀压力更具持续性，通胀预期脱离3%目标水平的风险随之加剧。

Source: Bloomberg, 5:59

Key PointsThe real leverage in AI lies in the enabling infrastructure (such as interconnects and orchestration layers), where smaller, specialized players can capture outsized gains.

In this article BLSH Follow your favorite stocks CREATE FREE ACCOUNT A toy with the Bullish logo, a cryptocurrency exchange operator, is displayed during the company's IPO at the New York Stock Exchange (NYSE) in New York City, U.S., August 13, 2025. Brendan McDermid | Reuters Cryptocurrency exchange ⁠ Bullish said on Tuesday that it is set to buy global transfer agent ⁠Equiniti ‌in a ⁠transaction valued at $4.2 billion. The transaction includes about $1.85 ‌billion of assumed debt and roughly $2.35 billion in Bullish stock, the company ⁠said. Bullish shares fell ‌7% premarket. Equiniti ‌processes about $500 billion in annual ⁠payments and supports over 20 ⁠million ⁠verified shareholders. The deal is expected to close ‌in January 2027, subject to regulatory approvals, Bullish added. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

格隆汇5月5日｜德国DAX指数日内涨幅扩大至1%。

5./15 WEST/iStock Unreleased via Getty Images Listen below or on the go via Apple Podcasts and Spotify Pinterest ( PINS ) jumps on strong results , above-expectation Q2 sales forecast. (00:14) Palantir Technologies ( PLTR ) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust investigation into meatpacking industry - reports. (02:26) This is an abridged transcript. Shares of Pinterest ( PINS ) are up over 16% premarket after the company posted first-quarter results above Wall Street estimates, coupled with an above-expectation sales forecast. The company posted revenue of $1B, a growth of 17% Y/Y, compared to consensus of $968.12M. It earned an adjusted profit of $0.27 per share, beating consensus by $0.05. Global Monthly Active Users increased 11% year over year to 631 million, representing its tenth consecutive quarter of double-digit user growth. For Q2 2026, the company expects revenue to be in the range of $1.13B to $1.15B, representing 14% - 16% growth year over year. Consensus for Q2 revenue is $1.12B. Palantir Technologies ( PLTR ) is down 3% premarket after rising more than 1% in extended trading on Monday. The technology company reported first-quarter results that topped Wall Street's estimates. For the period ending March 31, Palantir said it earned an adjusted $0.33 per share as revenue surged 85% year-over-year to come in at $1.63B. The company closed 206 deals worth at least $1M during the period, including 72 worth at least $5M and 47 worth at least $10M. Analysts had expected the company to earn an adjusted $0.28 per share on $1.54B in revenue. Looking ahead to the second-quarter of fiscal 2026, Palantir said it expects revenue to be between $1.797B and $1.801B, above the $1.68B estimate. Julian Lin , Investing Group Leader for Best Of Breed Growth Stocks, said Palantir's results, especially its revenue growth, continue to “defy gravity.” “The recent volatility has allowed the stock time to grow more into its va...