BING-JHEN HONG/iStock Editorial via Getty Images Yes, I think Nvidia ( NVDA ) is on sale right now. How can it be during nearly all-time-high stock price levels? I'm pasting three charts below to make this clear right from the get-go. Yes, the stock price has increased by a lot during the last couple of years. But it wasn't the only metric that grew. Just look at the chart of EBITDA estimates for the next FY. I see they exceeded $100B in July 2024, but now? They are as high as $325B. That's why I think NVDA trades at actually a very attractive valuation. The last chart shows forward-looking P/E levels, which haven't been as attractive (meaning low) as they are since April 2025 last year. Data by YCharts Due to NVDA's very dynamic development, its earnings keep growing at a much faster pace than its valuation. As a result, I see its forward P/E multiple dropped from the 35-45x range to just 20-25x. The last time I saw these levels was in April 2025, when I published one of my best performing articles about NVDA: Nvidia Stock Is Oversold, Here's Why . Yes, the stock price was much lower then. But so were NVDA's earnings. As for the forward P/E ratio, it was similar to what I see today. Seeking Alpha What was the result? I managed to generate over 100% return on that strong buy rating. It outperformed the broad index by nearly 3x times. As I see the P/E ratio dropped to similar levels, and with several very positive business news I'd like to discuss, I decided to prepare a follow-up coverage. My last article was published in February 2026 and has generated ~12% since, also outperforming S&P500 ( SPY ) by nearly 3x times. You can see the article here . Nvidia Has Great Potential Through 2027 (and Ahead) $1T potential through 2027 I know, many analysts shared their excitement about that number. But I'd like to just add something. In my view, these expectations show Jensen's thinking behind the demand for NVDA's products. It isn't just strong. Or growing. It's durable, an...

Welcome to Going Private , I’m Sinead Cruise and this is Bloomberg’s twice-weekly newsletter about private markets and the forces moving capital away from the public eye. Today, we look at the latest calls for a shake-up in valuations, a South Korean regulatory push in private credit and the latest instalment of the Bloomberg Intelligence Private Markets Investor survey. But first we bring you news of an unusual legal decision impacting the antitrust probe underway at KKR . If you’re not already on our list, sign up here . Have feedback? Email us at goingprivate@bloomberg.net Crackdown KKR & Co has handed over private communications with its lawyers to US authorities investigating whether the private capital giant intentionally withheld information on deals from antitrust enforcers. The Justice Department reviewed documents typically protected from disclosure by attorney-client privilege following a confidential ruling by US District Judge James Boasberg last year, people familiar with the matter told my colleagues Josh Sisco, Allison McNeely and Leah Nylen . The civil case filed in January 2025 is the largest-ever enforcement action over filings that companies submit to the government for antitrust review. Under US law, all mergers and acquisitions that meet certain thresholds must be notified to antitrust enforcers and the companies must wait 30 days before closing. Those filings, required under the Hart-Scott-Rodino Act , are the focus of the KKR probe. The Justice Department said in its lawsuit that KKR systematically failed to provide full information about the antitrust implications of its acquisitions, including allegedly altering documents in some instances. KKR maintains that any mistakes on the merger filings were unintentional. It has called the Biden-era case politically motivated and said the Justice Department was pursuing an ideological agenda against private equity. The parties have previously discussed a settlement last year of the civil lawsuit see...

Globe theatre, London A spunky Helena and an inspired Puck elicit cheers and laughter in Emily Lim’s generous, creative and clever show I can’t remember the last time I got the giggles in the theatre but director Emily Lim’s joyful take on A Midsummer Night’s Dream just about undid me. It’s generous, creative and clever, always with an eye to making the audience feel included. With gloriously extravagant costumes (concept by Fly Davis), a set that spontaneously blooms from designer Aldo Vázquez, hearty folk music by Jim Fortune and effervescent comic performances, this is the rarest of things: a Dream the whole family can enjoy. Just cover the kids’ eyes for the slightly naughtier bits. The Globe is the perfect space for Lim who has spent much of her career folding drama and community together, particularly on the National Theatre’s Public Acts project. The audience interaction elements aren’t just a fun add-on here but a vital part of the show. In fact, we’re so fully integrated into the action that in the closing scenes, one happy spectator – as part of a brilliant running gag – joins Puck on stage for a hand-tying ceremony to spontaneous cheers all round. Continue reading...

Perella Weinberg Partners press release ( PWP ): Q1 Non-GAAP EPS of $0.05 misses by $0.12 . Revenue of $149M (-29.7% Y/Y) misses by $17.32M . More on Perella Weinberg Partners Perella Weinberg: Q1 Will Be Messy For Advisory, Headcount Additions Inopportune Perella Weinberg Partners (PWP) Q4 2025 Earnings Call Transcript Riverwater Small-Cap Strategy repositions portfolio with fresh entries and exits in Q1 Perella Weinberg discloses stock consideration for Gleacher Shacklock deal Seeking Alpha’s Quant Rating on Perella Weinberg Partners

格隆汇5月1日｜在能源板块助力一季度业绩韧性走强后，摩根士丹利策略师预计，本轮财报季剩余时间里欧洲企业盈利增长将保持向好态势。由雷吉亚内・山中里领衔的团队指出，市场对2026年欧洲企业盈利增速预期已上调至约15%；而在伊朗局势爆发前，该预期为11.2%，上周预期为14.3%。半导体、能源及公用事业板块的净利润率盈利上调幅度居前。

格隆汇5月1日｜奎尔特切维奥特公司分析师本・巴林杰表示，苹果财报业绩超出市场一致预期，第二财季营收同比增长 17%，预计第三财季营收增幅将达 15%。此次营收增长主要由iPhone 17 销量走高拉动，此外，Mac mini 销量也正迎来增长势头。巴林杰指出，若不是受芯片供应紧张制约，这家美国科技巨头的销售额本可以更高。该分析师还称，苹果表示将加大资金投入，布局人工智能领域。

tadamichi Church & Dwight Co. ( CHD ) reported revenue rose 0.1% year-over-year in Q1 to $1.47B. Organic sales increased 5.4% for the New Jersey-based company in the consumer domestic segment due to volume growth of +5.5%, which was partially offset by price and product mix. Organic growth in Theabreath mouthwash and toothpaste, Arm & Hammer cat litter, Hero, and Oxiclean was partially offset by declines in Waterpik flossers. Reported consumer domestic sales also included growth from the Touchland acquisition offset by the sales impact from last year’s strategic portfolio actions. Organic sales rose 3.7% in the consumer international segment, led by the Hero, Batiste, and Therabreath brands. Adjusted gross margin was up 130 basis points during the quarter to 46.4% of sales. The improvement was driven by higher volume, productivity, and a favorable mix from our acquisitions and portfolio actions, partially offset by higher inflation and tariff costs. As of March 31, Church & Dwight's ( CHD ) total debt was $2.2B and cash-on-hand was $503M. "The strong cash flow and balance sheet provide the Company robust liquidity and flexibility as we continue to pursue additional acquisitions and invest in growth opportunities," highlighted the company. For 2026, Church & Dwight ( CHD ) expects volume-driven organic sales growth of approximately 3% to 4% and EPS growth of +5% to +8%. "We are confident that our relentless focus on innovation will continue to drive industry-leading growth, distribution gains at shelf, and market share expansion. New product launches this year are expected to account for half of our organic growth as we innovate in key categories across our portfolio of industry-leading, everyday products," stated CEO Rick Dierker. Shares of Church & Dwight ( CHD ) rose 2.2% in premarket action. The household products stock is up close to 16% on a year-to-date basis. More on Church & Dwight Church & Dwight: Hammer This Short Church & Dwight Co., Inc. (CHD) Presents a...

Profit margins were "broadly unchanged" between February and March, the UK's competition watchdog says.

Exxon Mobil and Chevron topped analyst’s earnings expectations in the first quarter, overcoming various impacts of the Iran war. Vincent Piazza of Bloomberg Intelligence has more. (Source: Bloomberg)

Bombshell Sexual-Harassment Suit Against JPM's Lorna Hajdini Called "Complete Fabrication" The British tabloid newspaper Daily Mail first broke the story earlier this week about a former JPMorgan staffer who claimed that an executive director on JPM's leveraged finance team turned him into a "sex slave" by drugging him with Rohypnol and Viagra, according to a bombshell lawsuit. However, it now appears that the sexual harassment suit was "fabricated," according to a new report. The New York Post reported late Thursday that Chirayu Rana, now a principal at Bregal Sagemount, filed the suit under the pseudonym "John Doe," alleging that Lorna Hajdini drugged him, forced him to have sex, and threatened his bonus. "Rana has been accused of making fabricated sexual-harassment claims against a high-ranking executive at the bank after an internal investigation found no evidence of wrongdoing ," the NYPost said, citing sources. Hajdini's lawyers issued this statement to NYPost: " Lorna categorically denies the allegations . She never engaged in any inappropriate conduct with this individual of any kind and has never even been to the location where the alleged sexual assault supposedly took place." Rana apparently filed an internal complaint in May 2025 with JPM, alleging race- and gender-based harassment and abuse of power before his exit. During this time, he allegedly tried to negotiate a payoff that ran into the "millions," sources said. He also accused JPM of retaliation and of failing to investigate properly. A JPM spokesperson told the outlet that its HR and legal teams reviewed phone records and emails, and interviewed employees, but found no merit to the claims. The bank said Rana refused to participate in the investigation or provide key facts. " Following an investigation, we don't believe there's any merit to these claims ," the spokesperson said. "While numerous employees cooperated with the investigation, the complainant refused to participate and declined to prov...

格隆汇5月1日｜起亚美国4月销量72,703辆，同比增长3%。现代汽车美国四月销量为80,157辆，同比下降2%。

US Bancorp DE Has $87.81 Million Stock Holdings in Palantir Technologies Inc. $PLTR MarketBeat

Microsoft Azure Grows 39%: Is MSFT Still a Core Holding for 2026? Gotrade

格隆汇5月1日｜英国央行最新的货币和信贷数据显示，净房贷批准量从2月份的62,708宗增至3月份的63,531宗。Broadstone的Damien Burke在一份报告中说，这表明在美伊冲突爆发之际，经济状况有所改善。然而，Burke说，围绕该冲突持续时间及其影响的不确定性可能会损害消费者信心。“贷款机构将需要密切关注客户的负担能力，并积极主动地识别和支持那些可能面临压力的人，以便尽早发现风险。”

Nexstar Media ( NXST ) declares $1.86/share quarterly dividend , in line with previous. Forward yield 3.57% Payable May 29; for shareholders of record May 15; ex-div May 15. See NXST Dividend Scorecard, Yield Chart, & Dividend Growth. More on Nexstar Media Nexstar Stuck In Limbo As Judge Halts Tegna Integration Nexstar Media's Aim For Scale Drives Instant Value, But Shares No Longer Cheap Nexstar Media Group, Inc. (NXST) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript Nexstar-Tegna TV merger in doubt as judge blocks the $6.2B deal Nexstar to replace local network news with NewsNation content -- Bloomberg

BalkansCat/iStock Editorial via Getty Images Through a series of acquisitions, Franklin Resources, Inc. ( BEN ) has transformed from a value-oriented asset manager into a diversified platform with ~$1.7 trillion managed across asset classes like equities (40%), fixed income (26%), and alternatives (17%). Franklin Resources Despite its enhanced scale, Franklin Resources has been a perennial underperformer through the years. As I highlighted before , some of this was down to challenged industry dynamics, as fee rates continue to compress and clients rotate out of higher-fee active funds into lower-fee passive funds. But idiosyncratic issues, for instance, poor acquisitions and integration ( Western Asset Management being a case in point), haven’t helped either. Data by YCharts Still, these concerns have been well-known for some time now. Instead, the market has begun assigning credit to a turnaround at Franklin over the last year. This week’s earnings update only added to the optimism, driving another big pop in the stock price. In fact, if you’d held BEN for the last year, you’d be up nearly 60% on your investment, all while clipping a steady ~4% dividend yield. Data by YCharts The question then is, has the Franklin story become investable again? An Impressive Quarter for Flows There are really two key drivers to Franklin’s top line: 1) fund flows and 2) the % fee it charges on those flows. For a long time, both were headed in the wrong direction. Acquisitions like Western Asset Management, which suffered some very significant redemptions due to alleged misconduct by star manager Ken Leech, only exacerbated this trend. The good news, judging by Franklin’s more recent assets under management (or AUM) updates, is that the worst is likely over. To recap, the headline “long-term net inflows” (i.e., flows excluding short-term cash movements net of outflows) was positive yet again at +$16.9bn in fiscal Q2 2026. More importantly, adjusting out the troubled Western Asset Man...

武術港隊在世界太極拳錦標賽奪得九金後凱旋。 兩年一度的賽事在保加利亞舉行，有38個國家及地區的運動員參加。港隊派出16人角逐，其中莫宛螢在女子太極拳及太極劍，個人奪三金。潘浩然在男子組就有兩金一銀，另外四面金牌屬於許得恩、顏嘉穎等。 港隊共奪9金7銀4銅，於獎牌榜力壓有9金1銀的國家隊，成為今屆大贏家。

AutoNation press release ( AN ): Q1 Non-GAAP EPS of $4.69 beats by $0.08 . Revenue of $6.55B (-2.1% Y/Y) misses by $100M . Record Q1 After-Sales gross profit; total store growth of 5% Record Q1 CFS gross profit per unit Substantial portfolio and profitability growth at AN Finance Sequential improvements in new and used vehicle unit profitability Share repurchases of $300 million in Q1 More on AutoNation AutoNation: AI To Disrupt The Dealership's Cash Cow AutoNation: Shifting Gears Toward Higher-Margin Growth AutoNation: Resilience And Buybacks Can Drive Upside (Upgrade) AutoNation Q1 2026 Earnings Preview Wholesale used car prices jump to more than a two-year high in March

April 29 was, arguably, the most important day of the second quarter for Wall Street -- and I'm not talking about the four members of the "Magnificent Seven" that reported their operating results on that date. It marked the final Federal Open Market Committee (FOMC) meeting with Jerome Powell as Fed chair. May 15 represents the end of Powell's second term as Fed chair, and presumably paves the way for President Donald Trump's nominee to succeed Powell, Kevin Warsh , to begin his first term. For the Dow Jones Industrial Average (DJINDICES: ^DJI) , S&P 500 (SNPINDEX: ^GSPC) , and Nasdaq Composite (NASDAQINDEX: ^IXIC) , this shift may constitute a dubious turning point. Fed Chair Jerome Powell delivering remarks. Image source: Official Federal Reserve Photo. Continue reading

格隆汇5月1日｜凯投宏观的Ruth Gregory在一份报告中表示，英国的货币和信贷数据意味着，家庭可能愿意通过增加借贷和减少储蓄份额，来消化能源价格飙升对其真实收入造成的部分冲击。消费者信贷增加了19亿英镑，略高于此前六个月18亿英镑的平均增幅。Gregory在一份报告中说：“这或许表明，由于通胀走高意味着家庭收入没那么经用了，他们不得不增加借贷。”但她说，货币供应量增长率依然低迷，这表明能源价格上涨引发的通胀飙升更可能是短暂的，而不是持久的。