Piper Sandler ( PIPR ) declares $0.20/share quarterly dividend . Forward yield 1.01% Payable June 12; for shareholders of record May 29; ex-div May 29. See PIPR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Piper Sandler Piper Sandler Companies (PIPR) Q1 2026 Earnings Call Transcript Piper Sandler: Not In Trouble From AI Piper Sandler Companies (PIPR) Q4 2025 Earnings Call Transcript Piper Sandler GAAP EPS of $0.92 misses by $0.02, revenue of $474M beats by $37.7M Wealth management and tax prep stocks sink as Altruist launches new AI tool

NVDA, AVGO and MU stand out as AI-driven winners as the Nasdaq hits record highs, fueled by tech earnings strength and surging demand for AI infrastructure.

财联社5月4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 亿华通(02402.HK)： 发布截至2025年12月31日止年度业绩，收入2.59亿元人民币，同比减少29.49%；亏损6.18亿元，同比扩大36.9%。 石四药集团(02005.HK)： 一季度营收12.27亿港元，同比增加8.0%；净利润1.71亿港元，同比增加1.6%。 东阳光药(06887.HK)：甘精胰岛素注射液获得美国食品药品监督管理局的上市批准，同类药品全球市场规模预计近百亿美元。 复宏汉霖(02696.HK)：注射用HLX43单药或联合PIMURUTAMAB HLX07于日本获许可开展用于晚期鳞状非小细胞肺癌治疗的国际多中心2/3期临床试验。 小鹏集团-W(09868.HK)：4月共交付新车31011辆，环比增长13%。 2）回购动态 友邦保险(01299.HK)： 斥资6099.4万港元回购70.3万股，回购价86至87.45港元。 极兔速递-W(01519.HK)：斥资1950.37万港元回购196.8万股，回购平均价为9.9104港元。 中国生物制药(01177.HK)：斥资1002.73万港元回购183万股，回购价5.47至5.49港元。 先声药业(02096.HK)：斥资1001.65万港元回购84.7万股，回购价11.65至11.91港元。

Tesla, Inc. $TSLA Shares Purchased by Varma Mutual Pension Insurance Co MarketBeat

Treasuries fell as heightened tensions in the Middle East kept oil prices elevated, fanning concerns over the inflation outlook. Yields were two to three basis points higher in early US trading, off session highs and inside last week’s ranges. Short-maturity yields most sensitive to shifting expectations for Federal Reserve policy rose the most, the two-year note’s climbing as much as six basis points to 3.94%. It rose nearly 10 basis points last week. The 10-year rose as much as five basis points to 4.42%. Oil prices remaining near the highest levels in four years is altering the outlook for inflation and leading traders to abandon forecasts for Fed interest-rate cuts this year. Economists at Barclays Plc Monday changed their Fed forecast to just one cut by the end of next year, in March 2027, citing the outlook for energy prices. Previously they expected a cut in September 2026 as well. Morgan Stanley economists made a similar shift last week. Oil benchmarks reached session highs Monday after Iranian media reported that missiles had struck a US ship in the Strait of Hormuz, which the US subsequently denied . Oil prices have become a principal driver of bond yields globally since the US attacked Iran in late February. Both oil prices and Treasury yields are below their highest levels of the year, reached since the war began. Read more: Bond Traders Look to Treasury Refunding, Fed Speakers and Jobs European bonds also fell, with German two-year yield rising as much as eight basis points to 2.72%. Traders are almost fully pricing in a rate hike by the European Central Bank in June. The UK gilt market was closed for a public holiday. Treasury traders are looking ahead to the US government’s announcement on Wednesday of its quarterly financing plan, in which it customarily provides guidance on the sizes of its note and bond auctions, through July. The previous announcement in February reiterated the outlook for unchanged auction sizes “for at least the next several qua...

Healthcare Realty Trust ( HR ) announced a $500M private offering of exchangeable senior notes due 2032. The notes will be issued by its operating partnership and fully guaranteed on a senior unsecured basis by the parent company. Initial purchasers will have an option to buy an additional $75M in notes within 13 days of issuance. Proceeds will fund capped call transactions, repay existing debt, and support potential share repurchases. The company may also use funds for general capital preservation investments and to maintain REIT tax compliance. More on Healthcare Realty Healthcare Realty Trust Incorporated (HR) Q1 2026 Earnings Call Transcript Healthcare Realty: Mispriced High-Yield Bargain Healthcare Realty Trust Incorporated (HR) Q4 2025 Earnings Call Transcript Healthcare Realty targets $1.59-$1.65 2026 normalized FFO per share as it raises same-store NOI growth to 3.75%-4.75% Healthcare Realty FFO of $0.41 beats by $0.02, revenue of $278.99M misses by $2.61M

HSBC lowers AMD to Hold ahead of earnings on limited upside potential Investing.com Canada

Victor Golmer/iStock Editorial via Getty Images Novo Nordisk Is A "Buy" Ahead Of Its Upcoming Earnings Release Novo Nordisk ( NVO ) is going to report its Q1 2026 results on May 6th, on Wednesday (pre-market), according to Seeking Alpha , and I think the upcoming earnings report release should ultimately change the narrative around the stock and its risk profile. Since its all-time high in late June 2024, the stock has lost >70%, even including the recovery rally of 20-25% off the March 2026 lows, so we can confidently say that the current narrative is still quite bearish. TrendSpider Software, NVO daily, notes added The stock has sold off for a good reason, and I covered it in my previous article on NVO . But I find the repricing that Novo has gone through to be too brutal to sustain, especially given the changing approach to corporate development and the still massive upside potential from the expansion of its end market's TAM. Novo is far from being a dying company; while I agree that its margins have significantly decreased, I believe they have a chance to expand from this new, lower base as the firm's market share is finally secured. I see some indications that NVO is very likely to beat the upcoming Q1 earnings consensus, and management should provide positive updates on cost control, along with a likely bullish guidance update for the rest of fiscal 2026. If my assumption materializes, the stock would immediately become undervalued, and the market would be willing to reprice it again - this time to the upside. With all this in mind, I am reiterating my "Buy" rating on Novo ahead of earnings. Why Do I Think So? For the full-year 2025, Novo reported DKK 309 billion (Danish krones), which was a solid 6.4% YoY growth (+10% YoY in constant FX), with the Obesity segment now representing over 26% of total sales, still being the fastest-growing business niche (+31% YoY). The number of patients globally surged to 45.6 million (across Novo's diabetes and obesity portfo...

Amex Global Business Travel Group ( GBTG ) will be taken private by Long Lake Management in an all-cash deal valued at around $6.3B. Shares of the company surged 57% in premarket trading on Monday. GBT on Monday said, under the terms of the agreement, its shareholders will receive $9.50 per share in cash, a premium of 60.2% to the company's closing stock price on May 1, the last full trading day before the announcement. Long Lake, backed by venture firm General Catalyst and investment group Alpha Wave, said it plans to integrate its AI capabilities with Amex GBT's existing travel management infrastructure to accelerate automated booking, real-time disruption management, and streamlined travel administration. "The future of business travel will be defined by AI and human agents working seamlessly together on behalf of every traveler," said Long Lake CEO Alex Taubman Shareholders representing about 69% of Amex GBT's outstanding shares, including American Express ( AXP ), Expedia ( EXPE ), Qatar Investment Authority, and BlackRock ( BLK ), have entered into voting agreements supporting the transaction, giving the deal a clear path to stockholder approval. The transaction will be financed through equity from Long Lake's existing investors alongside Koch Equity Development, the investment arm of Koch, Debt financing has been committed by JPMorgan Chase, Bank of America, Citigroup, and MUFG. The deal carries no financing condition. The American Express brand licensing agreement will remain in place following the close of the transaction, the companies said, providing continuity for clients and partners under the well-recognized Amex GBT brand.The transaction is expected to close in the second half of 2026 More on Global Business Travel Group Global Business Travel: A Stock To Watch With Strong Upside Potential Global Business Travel Group, Inc. 2025 Q4 - Results - Earnings Call Presentation Global Business Travel Group, Inc. (GBTG) Q4 2025 Earnings Call Transcript GBTG ou...

meronn/iStock via Getty Images Thesis It is impossible to time the market. This is the essence of some of the contrarian comments we have received on our recent bearish view of the market, especially in our article titled "Bear Market Setup: 9 Signals Aligning - VIX Not Reflecting It." And we have to say, we completely agree with this premise. After all, after the article was published, the market just kept growing. The other comments we have received on our articles are the ones saying that analysts on SA should not advise its readers since they do not have any view of the readers' needs. We fully agree on this also. We would like to thank our readers for the thoughtful and constructive feedback. We fully embrace constructive criticism, and this exchange is a clear example of why it matters. Different perspectives sharpen the framework, not weaken it. In many ways, they also point back to a simple but often overlooked principle in portfolio construction. There is a nice mnemonic for preparing for CFA exams that perfectly captures this: RRTTLLU. Mnemonic stands for the client's Risk tolerance, Return objectives, Time horizon, Tax exposure, Liquidity needs, Legal constraints, and any Unique circumstances the respective client may have. If timing is impossible and advice is inherently personal, then the only thing that remains is understanding the setup. What ultimately matters is not direction, but the distribution of outcomes embedded in that setup. However, different setups do not carry the same consequences for all investors. For investors operating with high leverage, a short time horizon, and potentially high liquidity needs in the near future, the margin of error is not linear but convex. Drawdowns may not be just uncomfortable but terminal. In that context, the margin of error becomes non-linear, with losses compounding faster than gains. The current environment is therefore not neutral. It implies an asymmetric distribution of outcomes, skewed to the downside...

(RTTNews) - Canadian stocks look headed for a weak start Monday morning as higher oil prices amid Middle East tensions, and U.S. President Donald Trump's fresh threat on European cars and trucks are likely to weigh on sentiment.

格隆汇5月4日｜OpenAI敲定与私募巨头的100亿美元合资协议。

The three largest cloud companies have just released their first-quarter 2026 results. After reviewing all three reports, it may surprise investors that Alphabet 's (NASDAQ: GOOGL) (NASDAQ: GOOG) Google Cloud grew at 63%, outpacing Microsoft 's Azure at 40% and Amazon 's AWS at 28%. Looking at that data, investors may wonder why Google is outgrowing AWS and Azure, which are No. 1 and No. 2, respectively, in terms of market share. When looking more closely at the industry, four reasons seem to explain Google Cloud's outperformance. Image source: Getty Images. Continue reading

Nvidia's CEO says U.S. chip restrictions may be accelerating China's shift toward domestic AI hardware

Micron (MU) Stock Soars 570% — Is Another 84% Rally Within Reach? Blockonomi

HSBC lowers AMD to Hold ahead of earnings on limited upside potential Investing.com

PM Images/DigitalVision via Getty Images As an income investor, I'm loving this target-rich environment. While the market is off chasing crypto and AI companies again, with even Intel ( INTC ) catching a bid, many high yielding stocks are offering value. It pays to be choosy, however, in picking up blue-chips whose income streams are built to last. As Warren Buffett aptly put it, you want to buy businesses that you'd want to own 50% or even 100% as a sign of quality. This brings me to the following 2 picks, both of which offer both quality and high income for sleep-well-at-night returns. Plus, they operate in vastly different sectors of the economy, offering immediate diversification, so let's get started! #1: Verizon ( VZ ) - 5.9% Yield Verizon is one of three major pillars of the U.S. telco industry, alongside peers AT&T ( T ) and T-Mobile ( TMUS ). Its offers wireless, broadband, fiber connectivity to consumers, businesses, and government. I last covered VZ back in August 2023, highlighting its bargain valuation that belied fundamentals. Since then, VZ has delivered a 76% total return, outpacing the 62% rise in the S&P 500 ( SPY ). The telco industry is notorious for being competitive. However, with only three major remaining players in the industry, there are signs that pricing is becoming more rational. This is reflected by VZ's move away from promotion-heavy growth and toward a model that prizes customer lifetime value and operational efficiency. This helps with steady cash flow generation that rewards shareholders over the long run. VZ recently delivered solid Q1 2026 results with total revenue rising by 2.9% over the prior year period. Also encouraging, VZ's adjusted EPS grew by 7.6% YoY to $1.28, representing the best quarterly growth rate since 2021. This was driven by 55K postpaid net additions , which is the first positive Q1 result in 13 years. This represents a YoY improvement of 340K (compared to a 285K net loss in Q1'25). Consumer postpaid churn fell...

Fidelity Minerals ( FMN:CA ) announced a non-brokered private placement to raise up to C$2.5M. The offering includes up to 12.5M units priced at C$0.20 each. Each unit consists of one common share and half a warrant, with full warrants exercisable at C$0.30 for 24 months. Warrants may be accelerated if shares trade at or above $0.60 for 10 consecutive days. Proceeds will fund exploration and community programs in Peru, along with working capital. More on Fidelity Minerals Corp. Financial information for Fidelity Minerals Corp.

Earnings Eve Warning: Top Analyst Downgrades AMD Stock on Valuation Concerns, Sees 5%+ Downside Risk TipRanks

OpenAI has raised more than $4 billion for a new joint venture that will focus on helping businesses adopt its artificial intelligence software, according to a person familiar with the matter. The new venture, called The Deployment Company, drew backing from 19 investors, including TPG Inc. , Brookfield Asset Management , Advent and Bain Capital , said the person, who spoke on condition of anonymity as the information is not public. The deal values the company at $10 billion, not including the money, the person said. The venture will be majority-owned and controlled by OpenAI, the person said. Other partners include Dragoneer Investment Group and SoftBank Group Corp. , among others, the person said, as well as a mix of consulting firms. Bloomberg News previously reported OpenAI was in discussions for the joint venture. Spokespeople for OpenAI and TPG declined to comment. Representatives for the other partner companies did not immediately respond to requests for comment. OpenAI and rival Anthropic PBC have been racing to convince more businesses to pay for their AI software as both move closer to initial public offerings, expected as soon as this year. Anthropic is also in talks with private equity firms about forming a similar joint venture to sell its Claude AI technology. The two AI startups have had significant momentum in selling AI tools to software developers who can use these services to speed up the process of coding. OpenAI and Anthropic have also focused on sectors such as financial services and healthcare to bolster sales. The partners for OpenAI’s new joint venture have access to more than 2,000 portfolio companies and clients, according to the person familiar with the matter. The aim is to use those relationships to enable more businesses to adopt AI. Last month, OpenAI said Chief Operating Officer Brad Lightcap would shift into a new role leading special projects, including overseeing the company’s push to sell software to businesses through the joint ...

Varma Mutual Pension Insurance Co Has $30.92 Million Stock Holdings in Qualcomm Incorporated $QCOM MarketBeat

舒艾斯特集团（Chouest Group）宣布已完成对Helix能源解决方案集团（Helix Energy Solutions Group）旗下Alliance业务的收购。Alliance将整合入香槟能源解决方案公司（Champagne Energy Solutions，简称CES），从而扩大集团的海上退役及封井弃置（P&A）业务平台。 此次交易建立在CES公司近期成立的基础之上，进一步推进了舒艾斯特集团提供完全一体化、端到端海上解决方案的战略，重点关注资产全生命周期后期管理及退役业务。 整合后的平台将提供涵盖海上能源领域的各项服务，包括封井弃置、水下干预、海上物流以及基础设施拆除。 约翰逊·赖斯公司（Johnson Rice & Company）在此次交易中担任舒艾斯特集团的财务顾问。 责任编辑：张俊 SF065

Income investors holding PennantPark Floating Rate Capital (NYSE:PFLT) face a direct question: can a business development company that has under-earned its distribution for four straight quarters keep paying $0.1025 a month? The data points in two directions, and the answer hinges largely on a single joint venture. PFLT is a BDC that functions as a ... Can PennantPark’s First-Lien Loans Keep Funding Income Payments

Bill Dudley, former New York Fed President and Bloomberg Opinion columnist, explains the reasons he sees for the Federal Reserve to not cut interest rates at this time and discusses expected changes under Fed Chair nominee Kevin Warsh and Jerome Powell’s decision to continue to serve as a Fed governor when his term as chair expires. His opinions are his own. (Source: Bloomberg)

Amid the trade war with the United States, the last thing China needs is an economic confrontation with the European Union – Beijing’s major export destination. But with the EU seemingly determined to protect its market by introducing measures that many see as controversial, an economic stand-off appears inevitable. When European Commission President Ursula von der Leyen blamed China last June for showing an “unwillingness to live within the constraints of the rules-based international system”,...

Liquidia (Nasdaq: LQDA) will report Q1 2026 financial results and host a corporate update webcast on Monday, May 11, 2026, at 8:30 a.m. ET.

Eco Wave Power Global AB (NASDAQ: WAVE), a leading onshore wave energy technology company, today announced that NVIDIA has featured the Company in a short film published across its global social media platforms, highlighting Eco Wave Power's vision of leveraging artificial intelligence to optimize wave energy generation.

Following the Company's recently announced $260 million enterprise contract for a 2,304-GPU NVIDIA B300 deployment, CEO will join national broadcast outlets to discuss Axe Compute's neocloud AI infrastructure platformPITTSBURGH, May 04, 2026 (GLOBE NEWSWIRE) -- Axe Compute Inc. (NASDAQ: AGPU), a neocloud AI infrastructure platform delivering dedicated enterprise GPU compute capacity at global scale, today announced that Chief Executive Officer Christopher Miglino will appear in two national broa

Broadcom (NASDAQ: AVGO) has become one of the hidden winners in AI infrastructure. The bull case is getting stronger as revenue, margins, and contract visibility improve, but the stock's huge rally means investors need to weigh the upside against a valuation that already prices in a lot of optimism. Stock prices used were the market prices of April 27, 2026. The video was published on May 1, 2026. Continue reading

巴西国家石油公司（Petrobras）已开始在桑托斯盆地盐下层P-79平台进行石油生产，比《2026-2030年业务计划》（PN 26-30）中预计的日期提前了三个月，比前一年的计划（PN 25-29）提前了五个月。 这是布济乌斯（Búzios）油田的第八个平台，日处理能力为18万桶石油，天然气压缩能力为每天720万立方米。该平台将把油田的现有生产能力提升至约每天133万桶石油。该项目通过与Rota 3天然气管道互联，可将天然气输送到大陆，将巴西的天然气供应量每天增加多达300万立方米。 随着平台系统稳定后油井逐步接入，产量将逐步提升。 P-79浮式生产储卸油装置（FPSO）采用全新设计的船体，配备了减排和提高运营效率的技术。 该FPSO是布济乌斯8号生产开发项目的一部分，该项目包括14口油井（8口生产井和6口注入井），配备了智能完井系统以提高生产管理能力。该装置将通过用于生产、注入和天然气出口的刚性管道以及用于服务管线的柔性管道实现互联，以满足该油田油井规划的高产能需求。 P-79长345米，高（至火炬头）180米。该装置于2月从韩国运抵巴西，船上搭载了调试和运营团队。这一策略使得该装置无需在巴西的遮蔽水域停靠进行调试，同时由于在运输途中推进了系统调试，提高了安全性、可靠性和运营准备就绪度。 该平台是布济乌斯油田投入运营的第八个平台。布济乌斯油田是巴西储量最大的油田，去年产量已突破每天100万桶。该油田于2010年被发现，位于里约热内卢州海岸外180公里处，处于桑托斯盆地水深超过2000米的超深水区域。目前在该油田作业的FPSO包括：P-74、P-75、P-76、P-77、Almirante Barroso、Almirante Tamandaré以及于2025年12月投产的P-78。FPSO P-80、P-82和P-83仍在建造中；布济乌斯12号项目目前正在招标中。布济乌斯油田总计将容纳12艘FPSO。 在布济乌斯油田作业的财团由巴西国家石油公司（作为运营商）、其中国合作伙伴公司中海油（CNOOC）和中油国际（CNODC）以及负责管理产量分成合同的PPSA公司组成。 责任编辑：张俊 SF065