The recent launch of the World Data Organization in Beijing added another node to a growing network of bodies headquartered in China with international participation and cross-border mandates. China is fostering these lenders, institutions and intergovernmental organisations as President Xi Jinping pushes for improved “global governance”. The move came as Washington’s measures – from global tariff hikes, war on Iran and the recently released “Economic Fury” strategy – have set back some key...

Walkouts, marches and other gatherings planned for ‘May Day Strong’ demonstrations across the country Thousands are set to join an economic blackout for International Workers’ Day on Friday, as part of 3,500 “ May Day Strong ” events across the country. Organizers are calling for “no school, no work, no shopping” with walkouts, marches, block parties and other gatherings planned into the evening. May Day has long been an annual day of protest for the labor movement, and this year, many active movements are converging to fight for “a nation that puts workers over billionaires”. Demanding no ICE, no war, and taxing the rich , the May Day Strong coalition includes labor unions, immigrants rights groups, political organizations such as the Democratic Socialists of America, and the organizers behind the No Kings protests. Friday’s economic disruption builds on a similar coordinated effort out of Minnesota in January, when tens of thousands of Twin Cities residents took off from school and work to flood the streets in protest of federal immigration agents storming the city. Continue reading...

A sophisticated sour flavoured with a dense and intense rhubarb cordial The spiced rhubarb base doesn’t make quite as much as you might imagine, because it’s reduced so much that you end up with a super-thick and very intense cordial. That said, any leftover cordial also works well as a soft drink mixed with water and lemon juice to taste; it’s pretty tasty poured over thick yoghurt and/or fruit, too. Stan O’Brien, Vivien, Edinburgh Continue reading...

盘前市场动向 1.5月1日(周五)美股盘前，美股三大股指期货涨跌不一。截至发稿，道指期货涨0.37%，标普500指数期货涨0.27%，纳指期货跌0.03%。 2.5月1日欧洲多国股市因劳动节假期休市，仅伦敦股市开市交易。 截至发稿，英国富时100指数跌0.6%。 3.截至发稿，WTI原油期货价格跌0.84%，报104.19美元/桶。布伦特原油期货价格涨0.51%，报110.96美元/桶。 市场消息 中东战火改写全球航运，好望角油轮航运量创历史新高。 随着中东冲突持续，4月中旬途经好望角的油轮通航量创下历史新高，亚欧航运路线正发生结构性长期转移。船舶纷纷远离海湾及苏伊士运河航线，改走非洲南端长途航线，全球海运物流版图迎来深刻重塑。自2023年也门胡塞武装因加沙局势袭击红海通航船舶以来，亚欧航线船只便开始绕行非洲好望角。去年10月加沙初步停火后，部分航运公司曾试探性回归苏伊士运河直达航线。然而，在美以对伊朗开战、伊朗在海湾展开反击行动后，市场担忧胡塞武装重启袭船行动，船东彻底放弃重返红海航线的计划，好望角通航规模随之大幅走高。 超大规模云计算厂商们的营收加速扩张，正在成为今年生成式AI投资回报(ROIC)最重要的验证信号。 微软、谷歌以及亚马逊这三家云计算超级巨头同一夜交出亮眼成绩单，凸显出受益于AI大浪潮的云计算业务的超预期爆发速度让华尔街重新定价AI的商业回报。摩根士丹利分析师团队发布的最新研报显示，预计五大超大规模科技巨头们(亚马逊、谷歌、Meta、微软、甲骨文)2026年合计资本开支约8000亿美元，2027年则有望突破1.1万亿美元，较此前预测的9500亿美元再度上调，摩根士丹利强调，这些庞大资金投入背后的核心逻辑在于：先重投入、建产能，再靠基于AI算力资源的规模化商业营收和ROIC回收;云计算积压订单的暴增，正是这套逻辑能跑通的最直接证据，这些巨头们云计算业务的超预期爆发速度让华尔街重新定价AI的商业回报。 OpenAI CFO回应未达目标质疑：需求依然强劲。 OpenAI首席财务官Sarah Friar在回应外界对公司未达内部目标的担忧时表示，公司正在实现既定目标，并且产品需求呈现出“一堵垂直的需求墙”。Friar在周四的一次 采访 中表示，“从整体层面来看，我们感觉自己正在超额完成计划，但具体实现路径在不同阶段会有所变化，因为这仍然是一项年轻的业务，很难...

An Elon Musk sign sits in a bush the federal courthouse during proceedings in the trial over Elon Musk's lawsuit against OpenAI in Oakland, California, on April 30, 2026. Josh Edelson | AFP | Getty Images A progressive wing of the Democratic Party in Delaware is endorsing primary opponents to six incumbent Democratic state lawmakers who pushed for a change to the state's corporate law that benefits executives and billionaires, including Elon Musk and Mark Zuckerberg , who have faced shareholder litigation in the state. The Delaware Working Families Party told CNBC exclusively that it is endorsing six Democratic candidates in primaries against fellow Democratic incumbents who supported SB 21. The measure became law in 2025 and was dubbed the "billionaires bill" by opponents. The law altered how companies can use independent directors and other officials to ensure deals they've made will pass muster in court, and it limited the records shareholders can obtain from companies when investigating possible wrongdoing. Before the bill became law, many institutional investors, legal scholars and shareholders' attorneys opposed it, arguing it would harm minority shareholders and allow boards and executives to make decisions based on their own interests rather than for the broader investor base. Musk , whose record $56 billion pay package was in legal limbo in Delaware, relocated Tesla's incorporation out of state during the spat. Many other businesses considered similar moves, spooking the state's lawmakers, as Delaware, despite being a heavily Democratic state, has long been viewed as a haven for business. The Working Families Party, prominent in New York politics and expanding in other states, said the endorsements are part of its effort to move Delaware "more in the direction of working class people." "We want to make sure that people know the effects that this bill has had and is going to have on hurting accountability for corporations and basically handing Elon Musk $55 ...

The “newcomer tax” is steep — and spreading.

Board Declares Quarterly Dividend of $0.25 per Share

SINGAPORE, May 01, 2026 (GLOBE NEWSWIRE) -- Currenc Group Inc. (Nasdaq: CURR) (“Currenc” or the “Company”), a fintech pioneer empowering financial institutions worldwide with artificial intelligence (“AI”) solutions, announced its financial results for the full year ended December 31, 2025.

Executing value unlock strategy as commercial momentum builds across all markets Executing value unlock strategy as commercial momentum builds across all markets

A deadline for US President Donald Trump to seek congressional authorization for further military action in Iran, the first week of trial in Elon Musk’s suit against OpenAI, and next steps for Live Nation after being found liable for antitrust violations lead this episode of Bloomberg Intelligence’s Votes and Verdicts podcast, with analysis from Nathan Dean, Matt Schettenhelm, and Jen Rie. Schettenhelm also explores FCC threats to revoke Disney’s broadcast licenses. Justin Teresi analyzes a Visa

J Studios/DigitalVision via Getty Images Introduction The Tortoise AI Infrastructure ETF ( TCAI ) claims to be the newest ETF that focuses on the infrastructure that supports the Artificial Intelligence, or AI, explosion. As Levi Strauss & Co. ( LEVI ) made more money during the California gold rush than most miners, thus owning what powers AI might be the way to invest in AI versus those building the AI databases and tools. The next chart shows what is needed for the AI data centers. go.tortoisecapital AI Forecasts IEA projects a 130% increase in U.S. data center power demand between 2024 and 2030, according to the IEA. Charts provided by the ETF’s managers show the following projections. go.tortoisecapital Investors need to keep in mind there is a growing backlash against AI data centers because of their energy needs, with states like Maine considering pausing any new data centers there and others requiring them to supply their own power outside the grid. The next chart illustrates the possible energy needs. go.tortoisecapital Based on electricity generating costs, natural gas should have a bright future. go.tortoisecapital TCAI so far has shown its "supporting AI" strategy has been a winner, and that earns it a speculative Buy rating since it has yet to reach its first birthday. Who is Tortoise Capital? Tortoise Capital has about $9B in AUM spread across numerous ETFs, MFs, and other asset types. This is how Tortoise Capital describes their investment process. Deep Commitment to Fundamental Research and Long-Term Growth Our investment decisions are driven by the search for yield, quality, and growth. We conduct comprehensive energy value chain analysis, with a high-quality focus based on bottom-up, fundamental analysis. Our credit-driven analysis seeks to identify both the downside and potential upside opportunities. As long-only investors, our preferred holding period is forever. We stress primary research over secondary and pride ourselves on having a deep know...

M. Suhail/iStock Editorial via Getty Images Co-authored by Kody's Dividends For decades, people would walk into their local bank branches to make their deposits and withdrawals. Cash was the primary means of commerce before credit cards and debit cards took cash's place. This meant that regular customers to that bank branch became well known and able to have friendly conversations with the tellers, bank manager, and other employees of that financial institution. In modern times, a visit to a branch is less likely. However, many financial institutions find that when they build a physical branch location in a town, their overall market share of that location increases. Even if it's not the main touchpoint for consumers, they still like to have the comfort and knowledge that there is a branch they could visit if needed. I love investing within the financial sector because banks have a proven track record of generating value for their customers and their shareholders over the long run. Between dividend increases, share buybacks, and growing revenue at the bank level, an investor buying regional banks or even large banks can benefit from the expertise of those financial institutions. We have historically covered a number of different financial institutions across the United States as excellent investment opportunities for that very reason. Today, I want to look at a financial institution that has been generating strong returns for its shareholders as well as continuing to provide value to its customers. Let's dive in! A Dividend Grower With Phenomenal Returns On Equity M&T Bank Q1 2026 Investor Presentation Since its founding in 1856, M&T Bank ( MTB ) has grown into a regional powerhouse with $213.8 billion in total assets as of March 31, 2026. MTB operates almost 1,000 branches throughout the Northeast and Mid-Atlantic. The regional bank balances a community-first banking approach with the sophisticated institutional capabilities of its Wilmington Trust subsidiary (its ...

Anna Moneymaker/Getty Images News FOMC Pauses Again The Fed decided to hold rates in the range of 3.50%-3.75% at the conclusion of Wednesday’s FOMC meeting. This was the third consecutive pause in rates this year. Federal Reserve The Fed’s Statement cited that economic activity was expanding at a solid pace and that the unemployment rate has been little changed in recent months. In addition, though, inflation is elevated, in part reflecting the recent increase in global energy prices. This outcome was entirely as expected. Powell To Stay In The Best Interest Of The Institution What was unexpected, however, was when Jay Powell, in is final press conference as Fed Chair, announced what his plans were for when his term as Chair expires on May 15th. Powell congratulated Kevin Warsh on advancing out of the Senate Banking Committee. Earlier that day, in a 13-11 vote, along party lines, the banking committee sent Warsh’s nomination for Fed Chair to the full senate for a confirmation vote. That vote is expected to occur during the week of May 11 th . Once Warsh is confirmed, he will become the Fed Chair, effective May 15 th , and Powell will step down from that role. But Powell’s term as a Fed Governor extends until January 31, 2028. While it is customary for a Fed Chair to resign from the board when their term expires, they are not required to do so. Powell said he had expected to retire from the Fed, but recent events have changed his thinking, and he will continue as a governor for a period of time, to be determined. Powell was asked several times about why he was staying, and he was quite expansive in his response. He began by articulating the importance of the Federal Reserve: “The Federal Reserve exists for one fundamental purpose: to foster economic conditions in which American families and businesses can thrive - stable prices, a strong job market, and a financial system they can depend on. Every decision we make - whether about interest rates, or regulatory and sup...

8am: Mixed start expected The Dow Jones is set to build on Thursday's gains when trading gets underway as solid company earnings continue to offset concerns about the ongoing conflict in the Middle East, now entering its 60th day. Dow Jones futures indicate a 0.3% rise, while those for...

TSM Stock Bolts Into A Buy Zone With AI Trade Back In Focus Investor's Business Daily

Strategic acquisition is anticipated to position Datavault AI to bring CyberCatch's AI-enabled cyber risk mitigation solution into Datavault AI's SanQtum-secured edge Graphics Processing Unit ecosystem, addressing a global information security market ...

In this video, I will cover the recent Wall Street Journal report on OpenAI and how that impacts the $600 billion compute commitments. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of April. 28, 2026. The video was published on April. 28, 2026. Continue reading

专题：聚焦美股2026年第一季度财报 一季度募资规模达 300 亿美元，同比增长 45% 公司收费资产管理规模增长 19%，推动管理费收入增长 25%。 阿瑞斯投资管理（股票代码：ARES）公布营收增长，同时一季度募资额创下历史纪录。 公司当期净利润 1.426 亿美元 ，上年同期为 4720 万美元；每股收益 0.46 美元，上年同期基本盈亏持平。 总营收从上年的 10.9 亿美元增至 14 亿美元 。 公司一季度募资规模达 300 亿美元 ，同比增幅 45%，创下同期历史新高。 收费资产管理规模同比上升 19%，带动管理费收入增长 25%。 公司首席执行官迈克尔・阿鲁格赫蒂表示： “平台各类投资产品持续获得投资者广泛认购，募资有望再度创下全年新高。即便市场环境波动加剧，我们各投资组合依旧保持稳健基本面表现。” 责任编辑：郭明煜

格隆汇5月1日｜据报道，美国航空母舰“德怀特·艾森豪威尔”号在维修和海试后正恢复服役。消息显示，航母在维修期间，检查了涡轮轴和飞机发射弹射器，并进行了现代化改造。该航母上一次执行任务是在2023年，前往中东完成任务。

Stifel Maintains Astera Labs(ALAB.US) With Buy Rating, Raises Target Price to $236 Moomoo

格隆汇5月1日｜奇瑞集团发布4月销量数据：4月份，集团销量251,386辆，同比增长25.2%；集团出口177,573辆，同比增长102.4%。集团新能源汽车销量100,276辆，同比增长63.8%。

Pre-Market Stock Futures: Futures are trading mixed as we get ready to finish off another wild week. What a difference a day makes: after a flat-to-down Wednesday, all the major indices exploded higher on Thursday and closed solidly in the green. Big earnings for members of the Magnificent 7, oil prices falling somewhat, and while ... Here Are Friday’s Top Wall Street Analyst Research Calls: Avis Budget, Caterpillar, Celestica, Commvault Systems, Ciena, Dutch Bros. e.l.f. Beauty, Hershey, Roblox

阿古斯研究将高通目标价从180美元上调至220美元。

苹果美股盘前涨超4%，现报282.234美元。消息面上，苹果第二财季营收1111.8亿美元，高于市场预期；并批准一项至多1000亿美元的股票回购计划，提高派息至每股0.27美元。

澳大利亚已额外储备 4.5 亿升柴油及 1 亿升航空煤油 澳大利亚气候变化与能源部长克里斯・鲍恩在第 30 届联合国气候变化大会澳大利亚展区发表讲话。 澳大利亚气候变化与能源部长克里斯・鲍恩表示，局势恢复常态前仍有多项 “复杂问题” 亟待解决。 即便霍尔木兹海峡恢复通航，澳大利亚扩大石油进口来源国范围的举措也不会止步于此。这表明：即便中东战事落幕，地区冲突仍可能 永久重塑全球能源供应链 。 澳大利亚气候变化与能源部长克里斯・鲍恩称，该国还将加大可再生能源使用比例，降低对全球石油市场的依赖，抵御未来能源供应冲击。 美国与伊朗和平谈判陷入僵局后，美方已对霍尔木兹海峡实施封锁。石油市场投资者将此次封锁视为局势升级信号，国际基准布伦特原油价格今年以来涨幅已超 87%。 分析师预计，即便美、以、伊三方脆弱的停火协议得以维持，中东石油产能也可能需要数月时间才能恢复至冲突前水平。这令长期依赖海湾产油国、且原油运输需途经霍尔木兹海峡的国家倍感担忧。 冲突凸显了伊朗的战略话语权，伊朗已提议对途经该海峡的石油货船收取通行费。鲍恩周五新闻播客采访中表示，澳大利亚 反对 伊朗此举。 他称，一旦这条航运要道重新开放，经霍尔木兹海峡运输的石油仍将是澳大利亚能源供应的组成部分。但局势回归正常前，仍有若干复杂问题需要解决，包括油轮通航安全隐患、高额航运保险成本等。 “政府与私营部门将持续推进能源供应多元化布局，” 鲍恩表示，“即便霍尔木兹海峡重新通航，供应链重构也绝非一蹴而就。” 与此同时，澳大利亚将继续推进可再生能源转型、扩大电动汽车普及规模。他指出，这也有助于在中期提升国家 能源主权与供应稳定性 。 过去 15 年间，澳大利亚多家本土炼油厂陆续关停，本国极易面临燃油短缺风险。澳政府已出台举措稳固供应，包括释放部分战略石油储备，并出台新法，正式授权政府为更多原油及成品油运输订单提供担保。 澳大利亚总理安东尼・阿尔巴内塞近几周已正式访问新加坡、马来西亚、文莱等区域主要石油供应国。 周四，澳大利亚与其最大柴油供应国韩国宣布，双方将携手合作，强化燃油安全保障。 鲍恩表示，为保障供给，澳大利亚私营企业已从中东以外国家进口燃油，来源包括美国、阿根廷、阿尔及利亚等。 澳大利亚通过政府担保货运，已额外锁定 4.5 亿升柴油、1 亿升航空煤油 的供应量。 “相关协议与配套举措每隔几天就会落地一项，燃油缓冲储备规...

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Clear Street , a broker to hedge funds and sophisticated traders, is partnering with Kalshi Inc. to give its clients access to event bets, as the fast-growing prediction markets industry seeks to increase its appeal to Wall Street. Clear Street’s futures commission merchant will join Kalshi’s exchange and clearing house. The broker will also launch swap capabilities for exchange-traded fund issuers tied to prediction markets. “Prediction markets are emerging as a regulated, fast-growing asset class, and our institutional clients want access to clearing, risk management and swap product capabilities for this growing space,” Andy Volz, chief commercial officer of Clear Street, said in a statement. Read More: Prime Brokers Race to Give Wall Street Access to Event Bets Prediction markets have soared in popularity on the back of strong interest from retail traders, drawn in by the ease of binary bets on everything from current affairs to award shows. Kalshi and Polymarket , the two leading platforms, processed $23.3 billion in notional trading volume last month, according to user-compiled data on Dune Analytics, with sports accounting for a majority of that figure. The platforms say event contracts can be useful for businesses seeking a more precise way to hedge their exposure to real-world events such as weather or geopolitical turmoil. Kalshi completed its first block trade last month, a functionality that will likely make event contracts more appealing to institutions that need to deploy capital at scale. For Clear Street, the expansion follows an aborted initial public offering earlier this year, which was pulled amid a selloff of brokerage stocks. The company had $1.1 billion of customer assets in its futures brokerage at the end of February, according to data from the Commodity Futures Trading Commission.

Essa Suleiman accused of stabbing two Jewish men in Golders Green and Ishmail Hussein in south London A man has appeared in court charged with the attempted murders of three people during two knife attacks in London. Essa Suleiman, 45, is accused of stabbing two Jewish men in Golders Green on Wednesday, having already attacked another man over a personal dispute in south London. Continue reading...

Luca Piccini Basile/iStock Editorial via Getty Images By Mike Larson The AI boom gave a huge boost to a big stock yesterday. Some might even call it the latest AI darling. It’s... Caterpillar Inc. ( CAT ). Yes, Caterpillar. What does a company that makes “Dirty Jobs”-style equipment like dump trucks, bulldozers, excavators, heavy-duty engines, and power generation equipment have to do with AI? Simple. Data center builders and operators need the stuff. A ton of it! Check out my MoneyShow Chart of the Day, a daily chart of CAT going back 12 months. You can see the stock surged 9.8% on Thursday alone, hit an all-time high, and extended its one-year gains to 187%! CAT: The Latest “AI Poster Child” The driver of the action: Caterpillar reported Q1 profit of $2.5 billion, or $5.47 per share, up from $2 billion, or $4.20 per share, a year earlier. After adjusting for one-time items, EPS of $5.54 trounced analyst estimates of $4.65. Revenue surged 22% to $17.4 billion, well ahead of the $16.5 billion estimate. Plus, the company raised its full-year targets. CEO Joe Creed specifically cited AI-related construction for boosting the company’s prospects. Sales in the power-and-energy unit climbed 22%, helped by demand for turbines and related services. Revenue at its construction industries division soared 38% as dealers stocked up on more of its equipment. Bottom line? The hyperscalers and other Big Tech names get a lot of AI-related press. Meta Platforms Inc. ( META ) stock, for one, tanked 8.5% yesterday after the company raised its capital expenditure forecast for 2026 by another 7% - to as much as $145 billion . But a whole new group of AI darlings is gaining attention now. Even if they’re companies that don’t have anything to do directly with AI tech. Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors. Originally published on MoneyShow.com

Inna Kot/iStock via Getty Images In concentrated sectors, passive ETFs miss the companies driving returns. VanEck TruSector ETFs use an active hybrid structure to deliver exposure that reflects true market-cap weights. What Is Sector Investing and Why Does It Matter? Sector ETFs are one of the most straightforward tools in portfolio construction. They give investors exposure to a specific segment of the market, whether that's technology, healthcare, financials, or consumer discretionary, in a single trade. The ETF handles diversification, and the investor gets broad sector exposure at a low cost. The reason investors allocate to sectors in the first place is that different parts of the market respond differently to economic conditions, rate cycles, and policy changes. Sector positioning lets investors lean into areas they have conviction in without overhauling an entire portfolio. But the tool only works if the exposure is accurate. In certain sectors, regulatory constraints prevent ETFs from reflecting how market capitalization may actually weight companies in that sector, and the gap can be larger than most investors realize. How Passive Sector ETFs Work Many passive sector ETFs track market-cap-weighted indexes tied to a specific GICS sector, like the S&P 500 Information Technology Index or the Communication Services Select Sector Index. The fund holds whatever the index holds, at whatever weight the index dictates, and the investor gets returns that match the sector’s performance minus fees. It’s a clean, low-cost model. No security selection, no discretionary calls. The index does the work, and the fund follows. That simplicity is one of the reasons passive sector funds have attracted so much capital. But simplicity comes with trade-offs, and in certain sectors, those trade-offs are significant. How Active Sector ETFs Work Active sector ETFs aren't bound by an index. The portfolio manager has discretion over what the fund holds and in what size, which creates m...