Analysts Conflicted on These Technology Names: Zeta Global Holdings Corp (ZETA), CCC Intelligent Solutions Holdings (CCC) and Apple (AAPL) The Globe and Mail

Hongkongers are forming long queues at betting stations for the chance to win a share of the HK$228 million (US$29.1 million) snowball draw – the city’s largest Mark Six jackpot. The winning numbers are set to be announced late on Saturday evening, with the turnover reaching more than six times the amount for the previous draw of over HK$63 million. For the latest draw, bettors have wagered more than HK$391 million as of 8.30pm. Earlier on Saturday, a South China Morning Post photographer...

Is It Too Late To Consider Micron Technology (MU) After Its Rapid Share Price Surge? simplywall.st

Tyche Wealth Partners LLC Cuts Holdings in NVIDIA Corporation $NVDA MarketBeat

Strs Ohio Sells 30,255 Shares of Intel Corporation $INTC MarketBeat

Strs Ohio Sells 19,935 Shares of Palantir Technologies Inc. $PLTR MarketBeat

Meta Platforms, Inc. $META Shares Purchased by Universal Beteiligungs und Servicegesellschaft mbH MarketBeat

Universal Beteiligungs und Servicegesellschaft mbH Sells 23,154 Shares of Alphabet Inc. $GOOG MarketBeat

Key PointsInfleqtion is carving out a niche in quantum sensors and timing devices.

伯克希尔哈撒韦第一季度营业利润113.5亿美元，同比增长18%；第一季度净利润101.1亿美元，上年同期为46亿美元；一季度现金储备创下3973.8亿美元历史新高；第一季度投资业务净亏损12.4亿美元，上年同期净亏损为50.38亿美元。 伯克希尔哈撒韦表示，截至3月31日，伯克希尔哈撒韦股权投资总公允价值中，61%集中持仓美国运通、苹果、美国银行、雪佛龙与可口可乐。 微信编辑 | 格蕾丝 责任编辑：王珂

Berkshire Hathaway Inc.’s cash pile jumped to its highest level ever, reaching $397 billion, inGreg Abel’s first quarter as chief executive officer. Bloomberg Intelligence Senior Analyst Matthew Palazola joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)

AWS continues to show accelerated revenue growth.

Key PointsAmazon investors should be focused on AWS.

格隆汇5月2日｜据青岛发布消息，自青岛市商务局获悉，青岛市安排资金3000万元，于5月1日至6月30日期间开展“2026嗨购仲夏”新车消费补贴活动。根据补贴规则，个人消费者在青岛市购买符合标准的新能源乘用车，可补贴车辆售价的4%，最高不超过1.2万元；购买符合标准的燃油乘用车，可补贴售价的3%，最高不超过1万元。

新能源汽車4月交付情況速覽：8家交付量超2萬，4家同比增超50% 富途牛牛

新能源汽車4月交付情況速覽：8家交付量超2萬，4家同比增超50% Moomoo

在格雷格・阿贝尔出任首席执行官后的首个季度，伯克希尔・哈撒韦公司现金储备飙升至历史新高，达到 3970 亿美元。 这家综合企业集团在披露一季度业绩的监管文件中表示，继去年年末小幅回落之后，公司本季度现金储备大幅增长，期间净减持 81 亿美元股票资产。一季度末，伯克希尔账面净现金规模约为 3800 亿美元。 今年接替传奇投资人沃伦・巴菲特出任首席执行官的阿贝尔，还重启了股票回购计划，时隔一年多再度向股东回馈收益。本季度伯克希尔斥资 2.342 亿美元回购自家股票。 这份业绩凸显出阿贝尔正逐步为伯克希尔打上个人管理烙印，同时也有迹象表明，部分投资者仍对这位新任首席执行官心存疑虑。这家市值超万亿美元的企业集团曾长期跑赢大盘，但自一年前沃伦・巴菲特宣布退休、将管理权交予阿贝尔以来，其股价表现已大幅落后整体市场。 阿贝尔此前曾表示，他与巴菲特均认定公司股票内在价值高于当前市值，因此决定重启回购。截至上周五收盘，伯克希尔年内股价下跌 5.9%。 这家总部位于内布拉斯加州奥马哈的企业集团于周六发布声明称，截至 3 月底的三个月里，公司营业利润达 113.5 亿美元，同比增幅近 18%。 旗下保险板块承保收益飙升至 17 亿美元，同比上涨约 29%；去年同期保险业务曾因洛杉矶山火相关损失承压。 据匿名人士消息，阿贝尔决定减持此前由公司前股票投资主管托德・库姆斯管理的股票持仓。 摩根大通 已于去年 12 月宣布聘请库姆斯，担任综合性投资顾问职务。 责任编辑：江学思

Spirit Airlines 'Bites The Dust' As All Flights Canceled; Trump Admin To Provide 'Relief' To Customers, Workers The collapse of bankrupt Spirit Airlines is now official. After several failed attempts by the Trump administration to engineer a rescue package, including a proposed $500 million financing deal that could have left the U.S. government with control of up to 90% of the budget carrier, negotiations broke down late this week. By Saturday morning, Spirit had begun winding down operations, with all flights canceled and the carrier entering liquidation mode. The outcome marks the final flight for the budget airline, crushed by years of operational stress, failed merger attempts, mounting debt, and a brutal jet-fuel price shock that derailed its efforts to emerge from bankruptcy this summer. Well… oops https://t.co/Ahv3e2M8vU — zerohedge (@zerohedge) May 1, 2026 The Trump administration was willing to explore an extraordinary state-backed rescue to save nearly 7,500 jobs. Now, however, Transportation Secretary Sean Duffy has announced "ACTION to bring relief to Spirit customers and its workforce." This will include other airlines (United, Delta, JetBlue & Southwest) agreeing to cap ticket prices for Spirit customers who have been left in the lurch, reduced fares on 'high-volume Spirit routes", while American Airlines and United "are creating microsites for Spirit employees looking to continue a career in aviation." In coordination with our airline partners, we’re taking ACTION to bring relief to Spirit customers and its workforce. From capped ticket prices for flyers who need to rebook to employees looking for job opportunities, there’s a lot of information you should be aware of.… — Secretary Sean Duffy (@SecDuffy) May 2, 2026 Spirit's statement about winding down operations: It is with great disappointment that Spirit Airlines has started winding down its global operations, effective immediately. All flights have been cancelled, and customer service is no longe...

格隆汇5月2日｜市场消息称，黎巴嫩真主党宣布，已通过行军行动袭击黎巴嫩南部巴亚达镇一处以军反坦克阵地，并宣称打击命中目标。

据青岛发布消息，自青岛市商务局获悉，青岛市安排资金3000万元，于5月1日至6月30日期间开展“2026嗨购仲夏”新车消费补贴活动。根据补贴规则，个人消费者在青岛市购买符合标准的新能源乘用车，可补贴车辆售价的4%，最高不超过1.2万元；购买符合标准的燃油乘用车，可补贴售价的3%，最高不超过1万元。(人民财讯)

Tom Werner/DigitalVision via Getty Images By Vinay Thapar, CFA and Jane Bleeg How can medical technology companies diversify an equity allocation to healthcare? Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace since the COVID-19 pandemic. Yet we think innovation continues to create exciting opportunities in companies that march to a different beat than the rest of the healthcare sector. For much of the past decade, medtech stocks outperformed the broader healthcare sector ( Display ). The popularity of medtech stocks—represented by the MSCI World Healthcare Equipment and Supplies industry—peaked during the pandemic, driven by accelerated spending on medical equipment. Since 2021, medtech shares have lagged, and in recent months, sentiment further soured amid struggles at key industry bellwethers. Beneath the surface, a more nuanced picture is emerging. Valuations have reset while the underlying innovation and business drivers that have long supported medtech remain firmly in place. For equity investors willing to look past recent disappointments, the divergence within the industry deserves attention. Medtech vs. Pharma: Distinct Business Models The starting point is to distinguish between medtech and other healthcare industries. Medtech makes up 17% of the broader MSCI World Healthcare Index, which is dominated by pharmaceutical companies ( Display ). For pharma companies, economics are often defined by patent cycles: drugmakers enjoy periods of strong growth and high profitability followed by abrupt cliffs as exclusivity expires. Medtech, by contrast, tends to evolve through continuous product iteration. Many medtech firms are more like technology or consumer businesses than classical drug developers. In subindustry segments such as therapeutic devices, surgical tools and diagnostics ( Display, above ), companies build out installed bases of devices, associated consumables and services that are refresh...

据灯塔专业版实时数据，截至5月2日20时30分，影片《寒战1994》票房突破1亿。(界面)

SPDR S&P Emerging Markets Dividend ETF (NYSEARCA:EDIV) has quietly put together a strong run, with shares up about 24% over the past year and about 7% year-to-date through April 17, 2026. For income-focused investors, the question is whether the distributions backing that yield are durable or whether the fund’s structure introduces more risk than the ... EDIV’s 24% Rally Masks a Dividend Trap for Income Seekers

在刚刚结束的2026世界超级摩托车锦标赛（WSBK）匈牙利站WorldSSP组别第一回合正赛中，中国摩托车制造商“张雪机车”的法国车手瓦伦丁·德比斯夺得冠军。(央视新闻)

US airlines are scrambling to pick up the pieces after Spirit Aviation Holdings Inc. began shutting down operations , unleashing a wave of rescue fares, capacity shifts and hiring pushes as the industry races to absorb stranded passengers and displaced workers. Spirit canceled all flights and told customers not to go to the airport after failing to secure a funding deal, ending a tumultuous stretch marked by repeated bankruptcy filings and mounting losses. The final blow came as surging fuel prices — driven by the US-Israel conflict with Iran and disruptions in the Strait of Hormuz — squeezed liquidity, while a proposed $500 million government bailout fell apart after creditors refused to sign off. United Airlines Holdings Inc. launched price-capped tickets, offering one-way fares starting at $199 on most nonstop routes, with longer flights capped at $299 for a limited period. The airline is requiring proof of a Spirit booking and directing customers to a dedicated booking page. American Airlines Group Inc. said it has already put rescue fares in place in markets where it competes directly with Spirit, noting it serves most of the same airports and routes. The carrier is also evaluating ways to add capacity, including using larger aircraft and increasing flights on key routes to handle displaced passengers. Low-cost rival Frontier Airlines Holdings Inc. is leaning into pricing and network overlap, offering up to 50% off base fares across its system and expanding service on routes previously flown by Spirit. The airline said it already serves more than 100 such routes and plans to add additional flying this summer, while also promoting a $199 all-you-can-fly summer pass. “We haven’t seen too many structured airline shutdowns. In this country, what we often see is an abrupt, very tough shutdown that strains people — employees, as well as passengers,” said William McGee, a senior fellow for aviation and travel at the nonprofit American Economic Liberties Project. When ...

记者2日从德国基尔世界经济研究所获悉，该机构一项分析显示，美国拟提高欧盟输美汽车进口关税将对德国经济产生重大影响，德国汽车行业的产出损失短期内将达150亿欧元，长期损失则可能高达300亿欧元。根据这项分析，欧洲汽车产业链在贸易冲突中显现出较高脆弱性，美国新一轮汽车关税将带来明显冲击。除德国外，意大利、斯洛伐克和瑞典等国家也将面临较大损失。美国总统特朗普1日在社交媒体发文称，美国将于下周把欧盟输美汽车关税从此前的15%提高至25%，并指责欧盟未遵守双方贸易协议。 德国汽车工业协会主席希尔德加德·穆勒警告，美方此举将同时损害美国消费者利益，她呼吁欧盟和美国尽快展开对话，共同遵守现有贸易协议。美国是德国汽车重要出口市场。德国汽车工业协会数据显示，德国2025年出口汽车约317万辆，其中近41万辆销往美国，同比下降9%。(新华社)

Key PointsConstellation Energy sells power under long-term contracts on the open market.

记者5月2日从公安部交通管理局获悉，“五一”假期第二天，全国主要高速公路、国省道干线公路交通流量较假期首日相比有所回落但仍保持高位运行。部分旅游景区周边道路交通流量较为集中，大中城市周边、重点景区周边部分路段、部分时段出现排队缓行。截至17时，全国各大城市及主要高速公路、国省道干线交通总体安全顺畅。 全国公安交管部门紧密结合节假日出行规律、天气情况、地域特点、流量变化等，进一步加强执法检查、秩序疏导、宣传教育、应急处置等工作，全力以赴防事故、保安全、保畅通，努力为群众假期出行创造良好的道路交通环境。公安部交通管理局提醒广大驾驶人朋友：密切关注天气变化，合理安排出行时间、路线，如遇降雨、大风等天气，务必谨慎驾驶，做到降速亮尾控距，防范追尾、侧翻等交通事故。(新华社)

As the US naval blockade in the Strait of Hormuz tightens around Iran’s oil trade, exports have plunged in recent weeks and storage is rapidly filling. Already, the country has begun curbing production, according to a senior Iranian official. But there’s a crucial caveat Washington may be underestimating: Tehran has decades of experience preparing for versions of this exact scenario. The war in the Middle East is entering a stalemate, with both sides waiting for the other to relent. By targeting the Islamic Republic’s most vital source of revenue, President Donald Trump is seeking to force an end to a conflict that has reshaped geopolitics and global energy markets. Yet Iran has shown some resilience in weathering the blockade so far, drawing on a time-tested playbook to prolong the standoff and raise costs for Washington by pushing up oil prices, which reached a four-year high this week. Tehran is proactively reducing crude output in a move to stay ahead of capacity limits rather than waiting for tanks to fill completely, according to the senior official, who asked not to be identified because the information is sensitive. And engineers have learned how to idle wells without lasting damage and restart them quickly, officials say, after years of sanctions and shutdowns pushed the country’s oil industry through cycles of disruption. “We have enough expertise and experience,” said Hamid Hosseini, a spokesman for the Iranian Oil, Gas and Petrochemical Products Exporters’ Association. “We’re not worried.” Those techniques, learned over multiple wars and sanctions regimes, were honed during the first Trump administration, when the US withdrew from the Iran nuclear deal in 2018 and imposed sanctions that forced Tehran to slash production. Over the longer term, the curbs proved far from a death knell, with the country’s production rising in subsequent years. There are, of course, key differences between then and now. Amid Western sanctions, Tehran has in the past sold oil ...

Kotak Mahindra Bank Ltd.’s chief executive said the valuation sought for a stake in IDBI Bank Ltd. was too high, underscoring tepid bidder appetite for IDBI even as Kotak Mahindra Bank reported better-than-expected fourth-quarter earnings on Saturday. “The valuation being demanded was very, very high.” Chief Executive Officer Ashok Vaswani said at a media briefing. “It would have been difficult to swallow,” he added, signaling concerns around pricing. Kotak Mahindra Bank had shown a so-called expression of interest in IDBI Bank and received a fit-and-proper criteria by India’s central bank, but did not submit a bid. India’s plan to privatize IDBI Bank remains on track , with all options under consideration, a finance ministry official said on Friday, asking not to be identified. The official cited good performance across profitability and other metrics, suggesting the government may be unwilling to lower its valuation expectations. The sale process has faced delays after initial bids fell short of the reserve price, highlighting a mismatch between buyer expectations and the state’s asking price. IDBI Bank, backed by Life Insurance Corp. of India, reported quarterly earnings that missed estimates on Thursday, adding another layer of uncertainty to the timing and pricing of the divestment. India Is Set to Halt IDBI Bank Sale as Both Bids Unviable IDBI Bank Shares Tumble as India’s Planned Stake Sale Goes Awry India May Seek Bids for $7 Billion IDBI Bank Stake This Month