格隆汇5月4日｜伊朗伊斯兰革命卫队发言人侯赛因・穆赫比表示，霍尔木兹海峡的管控规则未有任何变动，并补充称民用及商业船只只要遵守革命卫队海军发布的通航规程，航行安全就能得到保障。穆赫比称：“霍尔木兹海峡的管控流程并未发生改变。民用与商业船只只要遵循伊朗革命卫队海军公布的通航规程，按指定航线报备协调通行，航行就会安全无虞。” “凡违反伊朗革命卫队海军既定准则的其他海上航行活动，都将面临严重风险。违规船只将被强制拦截。”

格隆汇5月4日｜桥水基金(Bridgewater)创办人达里奥(Ray Dalio)发出严峻警告，未来两至三年全球市场将进入“特别危险的时期”，债务供需失衡、地缘政治恶化及技术变革等“五大力量”形成一场“合成风暴”，风险程度犹如穿越“时间虫洞”，并直言大多数投资者试图透过选择时机(market timing)来应对危机，注定难以成功。达里奥在财经播客节目《Property Markets》中表示，世界秩序已从1945年后以多边机构为核心的架构，转变为类似1945年之前“强权即规则”的旧秩序。联合国、世界银行、世界贸易组织及世卫等传统缓冲机制影响力正在消亡。他特别点名，从2026年美国中期选举后到2028年大选前，将是风险高度集中的时期。

More than 7,000 join employment tribunal that will include claims for minimum wage and holiday pay More than 7,000 Just Eat couriers are taking legal action against the food delivery company in an attempt to gain better employment rights including the minimum wage and holiday pay. The employment tribunal, which begins on Tuesday and is set to run until 2 June, will determine if the couriers are classed as workers, a status that comes with improved rights, or self-employed independent contractors. Continue reading...

There are many online techniques for self-cutting a fringe – but would I end up looking like Uma Thurman in Pulp Fiction or a low-budget Grimes? Get our weekend culture and lifestyle email I have had a fringe since I was 15 years old. I will never forget this life-altering haircut. For years before it I had been suffering lingering effects from a bob cut I received unwillingly in primary school. You were not a cool person if you had a bob as an adolescent in the early 2000s. But finally, my hair had grown sufficiently for styling, and I got it cut to sit neatly on my shoulders with front bangs. Continue reading...

Die Zeit’s online database of individuals’ Nazi membership is prompting a reckoning as people uncover ties to regime Olaf Köndgen is 64 years old, a German citizen and a senior European human rights expert who has lived and worked in France for several years. Last month, Köndgen learned that he is also the son of a Nazi. Despite a strong interest in history and its lessons, Köndgen is typical of many 21st-century Germans in having had only the roughest outlines of his own family’s complicity with Hitler’s regime. Continue reading...

(RTTNews) - Pinnacle West Capital Corp. (PNW) will host a conference call at 12:00 PM ET on May 4, 2026, to discuss Q1 26 earnings results.

The US-Israel war on Iran could bolster Beijing’s leverage on issues such as hi-tech supply chains and Taiwan during the coming Trump-Xi summit, according to American experts. US President Donald Trump is expected to meet his Chinese counterpart, Xi Jinping, next week. “He’s not going to move to reschedule it,” US Treasury Secretary Scott Bessent said during an interview with Fox News on Sunday, after Trump confirmed on Friday that his visit would take place as scheduled. The summit, expected to...

Techa Tungateja/iStock via Getty Images Summary The first quarter of 2026 was a highly volatile one for US equities. Concerns about AI disruption fears reached a fever pitch this quarter and in late February the US and Israel launched Operation Epic Fury in Iran and other nations in the Middle East. These two issues in combination primarily caused violent moves in stock prices and other asset classes. The best performing sectors in the Russell 1000 Growth Index (the "Index"), unsurprisingly given the backdrop of war in the Middle East, were Energy, Materials, Utilities, Consumer Staples, Industrials, and Real Estate. In aggregate, there are extremely few companies in these sectors that even pass our investment guardrails, so their strength was another headwind to our relative performance in the quarter. But these highly commoditized, low growth sectors in our view, will likely return to more pedestrian investment results in due course. In Q1 2026, the Polen Focus Growth Composite Portfolio (the "Portfolio") lagged the Index. Top relative contributors to the Portfolio's performance included Starbucks, Tesla (not owned), and Microsoft (underweight), while the largest relative detractors in the quarter were CoStar Group, Intuit, and Shopify. Our large exposure to software companies (~ 20% of the Portfolio) and other asset-light, information-based, internet and digital payments businesses (another ~33% of the Portfolio) have all come under pressure from the concerns that generative AI will disrupt their growth, their business models or both. However, we believe the mission-critical enterprise software names we own remain deeply embedded, highly complex, and costly to replace, supporting durable competitive advantages, and view generative AI as inherently probabilistic and error-prone, limiting its suitability for high-precision, mission-critical business operations. As a result, we believe this volatility has presented opportunities for long-term patient investors and h...

Shares of Robinhood Markets (NASDAQ: HOOD) fell after the company released its latest quarterly numbers last week. Its results fell short of analyst expectations, and a big reason for that was lighter crypto trading. Robinhood's platform can be used for stock trading, crypto trading, and making bets on prediction markets. While the business has generated strong growth in recent years, the excitement (or lack of it) in the crypto markets can play a big role in its performance. The big question for growth investors , however, is whether it has become too dependent on crypto, and whether that could make the stock a risky option for the long term. Image source: Getty Images. Continue reading

"This Is Unacceptable": Duffy Sounds Off After United Jet Clips Light Pole, Truck In New Jersey Transportation Secretary Sean Duffy joined Fox Business on Monday morning, where he described Sunday's midair incident, in which a commercial jumbo jet's landing gear clipped a light pole and truck on a New Jersey highway, as "unacceptable," despite the aircraft being flown by "really well-trained pilots." " So I don't want to get ahead of the investigation . Again, it seems pretty clear a light pole at least was hit. Was the truck hit? That will be ascertained as the NTSB arrives today. The FAA is going to arrive today. They're in contact with United," Duffy said. United Airlines Boeing 767 aircraft (N77066) struck a light pole on the New Jersey Turnpike on approach at Newark Liberty International Airport on Sunday afternoon. The Flight UA169, operated by a Boeing 767-424 from Venice, Italy, with 221 passengers and 10 crew members on… pic.twitter.com/Stpzf7hJ1Z — FL360aero (@fl360aero) May 3, 2026 Local news outlet Fox Baltimore confirmed that a delivery truck owned and operated by the Baltimore-based Schmidt Bakery was struck by the United Airlines jet. Chuck Paterakis of H&S Family of Bakeries said the driver had departed from the Baltimore metro area and was headed to a company depot in New Jersey when the incident happened near Newark Liberty International Airport. He said the driver suffered minor injuries from broken glass. Duffy continued, " This is unacceptable. We have really well-trained pilots. This should never happen in America ." He added, "The big and small incidents we study, we look at and we learn from and we take action on, and that's why America is the safest place to fly. We have the safest guys, the busiest guys, bar none, and we're the best because we look at every incident and learn from it." Sec. Duffy on the United Airlines collision at Newark: This is unacceptable. We have really well-trained pilots. This should never happen in America. An inci...

Our Apple (NASDAQ:AAPL) call coming out of a blockbuster March quarter is straightforward. The 24/7 Wall St. price target for Apple is $331.17, implying 22.05% upside from the $271.35. Our recommendation is buy, with a model confidence of 90%. Apple just printed its best March quarter ever, and the proprietary 247Factor flags durable momentum across ... Apple Poised for 22% Surge

Getty Images Norwegian Cruise Line Holdings Ltd. ( NCLH ) reported results nearly in line with expectations in Q1 . The cruise line operator’s operational performance has remained slow, underlining the importance of an improved commercial strategy. Unfortunately, lowered guidance amid the conflict in Iran doesn’t signal any upcoming strength, making NCLH an increasingly uncertain investment. I maintained a Hold rating in my previous March article on the stock, titled “ Norwegian Cruise Line: Clear Commercial Improvements Needed. ” The stock has since lost -6% of its value, while the S&P 500 ( SP500 ) has returned 11%. My Rating History on NCLH (Seeking Alpha) NCLH’s Q1 Was In Line With, Or Above, Slow Expectations My previous article focused on NCLH’s need to improve the company’s commercial performance. The company’s returns have started to trail peers clearly. Unfortunately, I don’t believe that NCLH’s Q1 financials gave needed positive signals yet. First quarter results overall came in line with, or even above, previously laid out expectations. Revenues grew by 9.6% year-on-year to $2.33 billion, reflecting a sharp 12.1% increase in capacity days but a very slow underlying performance. Occupancy improved by 230 basis points year-on-year to 103.8% but missed NCLH’s own 104.2% guidance for the quarter. The net yield showed a very slow performance at a -1.0% constant currency year-on-year decline, but the weak figure still beat NCLH’s own expectation of a -1.6% drop. Adjusted EBITDA of $533 million ended up beating NCLH’s guidance slightly. The EBITDA figure was up by 17.6% year-on-year. NCLH Q1'26 Investor Presentation The quarter’s revenues missed Wall Street’s consensus estimate by $30 million but beat the adjusted EPS consensus by $0.09. Overall, NCLH's operational performance was quite bad, but such a performance was already expected. Profitability was stronger than expected in Q1, which is, in my opinion, clearly positive. I believe that the focus point is sti...

Strategic Value Partners founder Victor Khosla expects years of elevated defaults in credit markets and is preparing to take advantage of opportunities created by greater dispersion among private credit managers. “So far it’s been if you just said direct lending, you were raising money,” Khosla said during an interview on the sidelines of the Milken Institute Global Conference on Sunday. Khosla said he expects the pain among software companies to spill over to other areas of the credit markets. While SVP isn’t focused on snapping up such companies roiled by AI risk, he does envision opportunities to offer capital to highly levered companies in other industries that will need to restructure their balance sheets. “Software will get troubled,” he said. “It’ll taint everything.” Read more: Private Credit Could Spark Psychological Contagion, Barr Warns Meanwhile, the change in sentiment toward private credit that’s led to elevated redemption requests will lead to greater differentiation among managers in a similar way to how the 2008 global financial crisis saw some hedge funds collapse and others emerge stronger, Khosla said. “You’re going to see how people’s portfolio construction has worked,” he said. “I think that’s only good. It’s healthy.”

Three cruise ship passengers die in suspected hantavirus outbreak Reuters

欧盟国家财长表示，如果美国总统唐纳德·特朗普落实将对欧盟汽车关税税率提高至25%的威胁，欧洲将考虑所有反制选项。 不过，如果可能，欧盟希望维持现有的美欧贸易协议。 “我们的路径是明确的，我们不希望局势恶化，我们希望与美国找到共同解决方案，”德国副总理兼财政部长Lars Klingbeil表示。但他补充称，“如果局势恶化，我们将做好准备。” 这一争端加剧了围绕一项久拖未决的跨大西洋贸易协议的紧张局势。双方最初于去年7月达成协议，但欧盟议员仍在寻求进一步修订，尚未批准该协议。特朗普上周五声称欧盟未能完全遵守该贸易协议。 官员周一在布鲁塞尔举行的欧元区财长会议前对此说法予以反驳，称欧盟只是在走立法程序，仍然希望落实这项协议。 “如有必要，所有其他选项都在考虑之中，”法国财政部长Roland Lescure表示。“但我们希望专注于已签署的协议，并确保该协议且仅该协议得到执行。” 多位财长强调，不应对特朗普的个别威胁反应过度，认为这只会给跨大西洋贸易关系带来更大压力。 荷兰财政部长Eelco Heinen表示：“保持冷静非常重要。”他强调，美欧贸易协议对欧盟至关重要，这一观点得到比利时财政部长Vincent Van Peteghem的认同。 尽管如此，立陶宛财政部长Kristupas Vaitiekunas提醒称，鉴于特朗普的任期还有几年，欧洲必须做好准备。 责任编辑：陈钰嘉

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — In honor of this weekend's Kentucky Derby, Sean and I are dropping a Triple Crown on you this morning. An urgent update on three of our recent write-ups that have literally taken off down the home stretch. Okay, that's enough of the racing metaphor, don't want to beat a dead horse. Oops, just did it again. I'll quit while I'm ahead and get down to business. Casey's General Stores, Inc. (CASY) was added to the S & P 500 last week, replacing Hologic Inc. in the index effective April 9. We first wrote about CASY as a potential breakaway on March 19, with the thesis that higher gas prices would drive a jump in revenue and cash flow. That played out. The most recent quarter showed diluted EPS of $3.49, up nearly 50% year over year, and EBITDA of $309 million, up 27.5%. The S & P inclusion was the exclamation point. It sounds crazy, but Zoom Communications, Inc. (ZM) is the last man standing: the only software stock on our list of The Best Stocks in the Market. Nobody could have foreseen this just six months ago. That's why we obey technicals over narratives. And there is something else going on with this stock that many people were not paying attention to (they are now!). Back in May 2023, Zoom Ventures put $51 million into Anthropic, tucked away in an SEC filing as "strategic investments." Analysts at Baird now estimate that stake is worth somewhere between $2 billion and $4 billion. The reason it keeps going up: Anthropic has received offers to raise roughly $50 billion at a valuation between $850 billion and $900 billion, which would make it the most valuable private AI company in the world. Zoom also has about $7.8 billion in cash and marketable securities on the balance sheet. There is a lot going on here beneath the surface. eBay, Inc. (EBAY) was already having a good year when Friday evening brought a new wrinkle. The Wall Street Journal repo...

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AMD Hit an All-Time High Ahead of Earnings. What Its Chart Says Now Moomoo

Image source: The Motley Fool. Monday, May 4, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Oppenheimer analyst Jed Kelly upgraded Airbnb (NASDAQ:ABNB) stock to Outperform from Perform with a $180 price target on Monday. The thesis centers on product initiatives across Hotels expansion, Reserve Now Pay Later (RNPL), and artificial intelligence (AI) search driving durable revenue acceleration that Street estimates don’t fully reflect. The call lands with Airbnb stock near ... Oppenheimer Upgrades Airbnb to Outperform With $180 Price Target: Are Hotels and the World Cup About to Re-Rate

Source: Bloomberg, 0:00

格隆汇5月4日｜亚马逊(AMZN.O)涨至3%报276.1美元再度刷新历史新高。消息上，据悉亚马逊推出供应链服务，为各类企业提供货运、分销、履约和包裹运输能力。宝洁、3M、Lands' End 和American Eagle加入亚马逊供应链。 有分析指出，“亚马逊向企业开放供应链”是一项具有战略转折意义的举措。它不仅能直接为亚马逊创造新的收入增长点，更重要的是，它复制了AWS的成功路径，将公司的核心能力转化为了可对外销售的高价值服务，有望重塑其估值逻辑和长期增长前景。

AMD Will Be a $1 Trillion Company Faster Than You Think AOL.com

AMD’s conviction case is strengthening with every data point. Hyperscaler capex, server CPU share gains, and AI accelerator traction all reinforce the bull thesis on AMD (NASDAQ:AMD) heading into 2026. Here is the simple version. Hyperscalers are pouring money into data centers fast enough that every component in the rack is straining on the supply ... AMD Will Be a $1 Trillion Company Faster Than You Think

AMD Will Be a $1 Trillion Company Faster Than You Think 24/7 Wall St.

Stock buybacks have become one of the most misunderstood tools in corporate finance. On a recent episode of The Investing for Beginners Podcast, co-hosts Andrew Sather and Stephen Morris broke down when share repurchases reward long-term holders and when they amount to financial engineering that destroys value. The takeaway for retail investors: execution is everything. ... Andrew Sather: Why Some Stock Buybacks Are Basically “Putting Money on Fire”

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Pfizer ( PFE ) is scheduled to report first-quarter earnings on May 4, after market close, with analysts showing optimism on the back of a robust pipeline and aggressive growth in oncology and obesity platforms. The consensus EPS Estimate is $0.72 , representing a 21.7% Y/Y decline, while revenue is expected to see a marginal rise to $13.8B. Over the last 3 months, EPS estimates have seen 2 upward revisions and 9 downward. Revenue estimates have seen 3 upward revisions and 8 downward. While oncology is the cornerstone of Pfizer’s growth, contributing to around 27% of total revenues, obesity is also a segment analysts are increasingly bullish about. Going into the earnings, Seeking Alpha analyst Louis Gerard said he will be looking forward to the management’s 2026 guidance. Pfizer projected 2026 revenue in the range of $59.5B–$62.5B (vs. consensus of $61.37B) and adjusted EPS of $2.80–$3.00 (vs. consensus of $2.96), explicitly factoring in a $1.5B revenue headwind from loss of exclusivity on key drugs including Eliquis, Ibrance, and Vyndaqel. “So my first priority would be the FY26 guidance reaffirmation, which is the single most important number on the call. The bear case would be that the LOE cliff bites harder than guided, and a second consecutive reaffirmation would meaningfully de-risk the second half and could be the most underpriced binary into the print,” Gerard said. Apart from this, analysts will also be closely tracking the company’s commentary on the obesity pipeline and phase 3 readouts for sigvotatug vedotin, Elrexfio and data for its Lyme disease vaccine candidate. Finally, the company’s upcoming cost-cutting program is also being seen as a major near-term catalyst. The cost-cutting programs, “totaling $7.7 billion through 2027, provide a margin cushion, supporting profitability even if near-term revenue growth remains modest,” Seeking Alpha analyst Oakoff Investments noted. Over the last 2 years, PFE has beaten EPS estimates 100% of the time and has b...

-3.59% for AMD stock as broad uptrend diverges from short-term exhaustion Traders Union