Atmus Filtration press release ( ATMU ): Q1 Non-GAAP EPS of $0.69 beats by $0.02 . Revenue of $478M (+14.6% Y/Y) beats by $3.65M . Adjusted EBITDA of $95 million and Adjusted EBITDA margin of 19.8% Power Solutions Segment Adjusted EBITDA of $86 million and Adjusted EBITDA margin of 19.6% Industrial Solutions Segment Adjusted EBITDA of $8 million and Adjusted EBITDA margin of 21.9% Cash provided by operating activities was $38 million Adjusted free cash flow was $33 million More on Atmus Filtration Atmus Filtration Technologies' Surge Isn't A Good Reason To Turn Optimistic Atmus Filtration Technologies Inc. 2025 Q4 - Results - Earnings Call Presentation Atmus Filtration Technologies Inc. (ATMU) Q4 2025 Earnings Call Transcript Atmus Filtration to Join S&P SmallCap 600, Replacing Air Lease Atmus projects 10%–14% revenue growth in 2026 following Koch acquisition and new segment launch

Court heard woman asked fashion boss to stop but he did not even when she started crying James Holder, a co-founder of the clothing firm Superdry, has been found guilty of raping a woman after a night out in the Gloucestershire town of Cheltenham. Gloucester crown court heard Holder, 54, had been due to get a taxi back to his mansion in the Cotswolds with a male friend. Instead, the pair got into the victim’s taxi and went to her flat, where the fashion boss raped her. Continue reading...

格隆汇5月1日｜瑞穗银行：将闪迪(SNDK.O)目标价从1000美元上调至1220美元。

The Fidelity Clean Energy ETF (NYSEARCA:FRNW) was built to give investors a single ticker for global companies generating at least 50% of revenue from clean energy distribution, equipment, and technology. The problem it tries to solve is real: most diversified energy funds still lean heavily on oil and gas, leaving renewable exposure thin. The cost ... Why GE Vernova’s Power Orders Could Make or Break This Clean Energy ETF

格隆汇5月1日｜摩根士丹利将苹果公司目标股价从315美元上调至330美元。

三家科技巨头同一夜交出成绩单，云业务的爆发速度让华尔街重新定价AI的商业回报。 据追风交易台消息，4月30日，摩根士丹利分析师Brian Nowak团队发布研究，对谷歌母公司Alphabet、亚马逊和Meta的最新财报进行解读认为， 超大规模云厂商的收入加速，正在成为今年生成式AI投资回报（ROIC）最重要的验证信号。 谷歌云：订单积压翻倍，TPU卖芯片成新故事 Google Cloud是这份财报季最大的惊喜。 单季营收同比增长63%，超出买方预期的60%。增长来自两条腿：一是Gemini企业版付费月活用户环比大幅增长，每分钟通过直接API处理的token数量超过160亿；二是AI基础设施需求持续旺盛，谷歌继续向外部客户销售TPU和GPU。 更震撼的是订单积压数字。Google Cloud的季末积压订单从2430亿美元跳升至4620亿美元， 单季净增2190亿美元，近乎翻倍 。摩根士丹利指出，这背后有大型私有实验室合同，以及谷歌向第三方出售TPU芯片的贡献。 TPU卖给外部客户，这是个新变量。摩根士丹利估算，根据芯片销售数量和单价不同，TPU可能为本季积压订单贡献了200亿至1000亿美元（基准假设约550亿美元）。这意味着谷歌不只是云服务商，还在向外卖算力硬件——这条逻辑此前被视为"牛市假设"，现在已成为基准情景。 财务影响直接反映在预测上：摩根士丹利将谷歌云2026/2027年营收预测分别上调约11%/40%，预计增速达78%/86%。更长远来看，按当前模型，Google Cloud的EBIT贡献占公司整体EBIT的比例，预计将在2029年超过50%，2030年达到64%。 基于此，摩根士丹利将谷歌目标价从330美元上调至375美元，对应2027年预期每股收益约15.74美元的24倍市盈率，维持"增持"评级。2027年EPS预测同步上调14%至约16美元。 AWS：增速不及预期，但积压订单说明未来更强 AWS本季同比增长28%，低于买方约30%的预期，这是这份财报里相对"失色"的一笔。 但摩根士丹利提醒投资者不要只看当季数字。AWS相比上季度加速了约480个基点，而且积压订单的变化更能说明问题：季末积压从2440亿美元增至3640亿美元， 单季净增1200亿美元 ，超出摩根士丹利此前约3500亿美元的预测，主要来自大型私有实验室合同和新业务。 摩根士丹利预测，随...

Real Matters Reports Second Quarter Financial Results - positive consolidated Adjusted EBITDA(A) of $0.9 million

AlexSecret/iStock via Getty Images By Lily Zheng & Trevor Kwong Asian equities offer hidden value in dynamic companies across fast-growing economies. Global investors are rediscovering Asia ex Japan (AxJ) equities. Yet, the region’s constituents move to different rhythms, shaped by distinct economies, sectors and governance regimes. So how can investors build effective exposure to AxJ markets in an era of rapid change? Asian stocks have enjoyed an impressive run, despite volatility in early 2026. The MSCI Asia ex Japan Index surged by 28.4% in US-dollar terms over 12 months through March 31, outpacing global developed and US stocks by a wide margin. The recovery, which follows a decade of underperformance, has been driven by a resurgence of corporate earnings growth that is not yet fully reflected in valuations, in our view. Asia’s Appealing Macro Backdrop Economic growth provides a strong foundation for Asian equities. In 2025, AxJ economies had contributed 27% to global GDP growth, up nine percentage points from 2010 ( Display ). Even though China’s growth has slowed substantially from the breakneck pace of the early 2000s, AxJ economies combined are projected to expand by a healthy 5.1% in 2026—more than double the pace of the world economy and other emerging markets. Asia Is Powering Global Economic Growth Past performance does not guarantee future results. EEMEA: Eastern Europe, the Middle East and Africa *Based on forecasts from AB economists As of March 31, 2026 (Source: Bloomberg, IMF and AllianceBernstein (AB)) Asia’s economic growth is driven by powerful demographic forces. Excluding Japan, the continent is home to 60% of the world’s population, according to the United Nations. It also has a relatively young population with a median age of 32 versus 38 in the US and 44 in Europe. And the middle-income class in Asia has more than doubled over the past decade to 2.25 billion in 2024, which accounts for 56% of the region’s total population, the IMF reports. R...

醫管局將分階段延長探病時間，復康、療養等非急症病房，每日探病時間增至9小時，兒科病房更可全日探病。明日開始，先在九龍中醫院聯網推行。 在九龍中醫院聯網的伊利沙伯醫院，一到探病時間，人流開始增加。公立醫院一般只有中午及傍晚兩個時段，各設兩小時探病。不少病人及家屬希望延長。 病人李小姐稱：「有些人未必放工，其實延長時間，可以幫到病人和家屬。現在人人工時都比較長，如果可以延長至大約(晚上)9時，可能比較好。」 病人家屬蔡先生說：「長者有親人陪伴會放心些，如果有家屬，可以幫忙換片、幫忙餵食，幫到醫護，不用被病人召喚。」 醫管局將推行新探訪安排，非急症病房，例如復康、療養、護養服務等病房，探病時間由現時一般每日5至6小時，延長到至少9小時。至於兒童病房，就會由現時每日至少4小時，延長至全日24小時都可以探訪，新安排7月底前分階段實施。 醫管局總行政經理唐華根指出：「一天只有兩個探病時段、4個小時，所有人都逼在那些位置，病房真的是空間有限的，反而分流了大家，你方便時間來，便不用全部在那段時間內逼進去。擴闊了探病的時間窗、分流了，情況應該會更理想。」 不過，新安排不包括內外科及骨科等急症病房，探病時間維持每日4小時。 唐華根表示：「急症病房病人，入到來的時候，病情仍未穩定，住院天數亦較短，醫療程序亦頻繁，病情亦未完全穩定下來，所以我們在延長探病的安排計劃，在這個階段未能涵蓋。」 當局指會參考今次經驗，下一步研究有關安排能否擴展至急症病房。

Diversified Investment Strategies, LLC reported a new stake in DoubleVerify (NYSE:DV) , acquiring 341,675 shares during the first quarter of 2026. The estimated value of this purchase was $3.5 million, based on quarterly average pricing. At quarter-end, the position was valued at $3.2 million. The details were disclosed in an SEC filing dated April 30, 2026. DoubleVerify is a leading software platform for digital media measurement, data, and analytics, enabling clients to improve the quality and return on their digital media investments. When a fund opens a new position in a stock that has badly trailed the broader market, it's worth asking: What do they see that others don't? Continue reading

US president says European countries are ‘absolutely horrible’ to refuse to support operations in strait of Hormuz Europe live – latest updates Donald Trump has threatened to withdraw US troops from Italy and Spain a day after saying he was looking at reducing the number deployed in Germany. The US president’s threat to Germany came after the country’s chancellor, Friedrich Merz, said America was being “humiliated” by Iran. Continue reading...

埃克森美孚公司5月1日宣布，2026年第一季度实现净收益42亿美元，按稀释后每股计算为1.00美元。若剔除特定项目，净收益为49亿美元，即每股1.16美元。若在剔除特定项目的同时，进一步剔除那些预计将在后续期间消除的不利时滞效应，净收益则为88亿美元，即每股2.09美元。

James Holder, 54, assaulted a woman after a night of drinking in Cheltenham.

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself.

Moderna美股盘前涨超10%，现报50.83美元。

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself.

摩根士丹利将苹果公司目标股价从315美元上调至330美元。

In recent trading, shares of DT Midstream Inc (Symbol: DTM) have crossed above the average analyst 12-month target price of $144.93, changing hands for $147.99/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on va

Estee Lauder forecasts strong annual sales as turnaround takes hold Reuters

Cinemark press release ( CNK ): Q1 GAAP EPS of -$0.06 in-line. Revenue of $643.1M (+18.9% Y/Y) beats by $8.27M . More on Cinemark Cinemark Holdings, Inc. (CNK) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript Cinemark Holdings, Inc. (CNK) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Cinemark: Strongest Performer In A Weak Industry Cinemark Q1 2026 Earnings Preview Cineplex gains on report it's gauging takeover interest

In recent trading, shares of Viasat Inc (Symbol: VSAT) have crossed above the average analyst 12-month target price of $60.57, changing hands for $65.91/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation

Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself.

In recent trading, shares of APA Corp (Symbol: APA) have crossed above the average analyst 12-month target price of $40.46, changing hands for $40.73/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, o

Earnings Call Insights: Westwood Holdings Group (WHG) Q1 2026 Management View “Our AUM grew to $18.3 billion, up from $17.4 billion at year-end 2025,” and “our ETF suite of products surpassed $315 million in combined AUM,” (CEO & Director Brian Casey). “West II closed at over $300 million and West III fundraising is now underway,” and “we completed the sale of Vista Bank, generating a net gain of approximately $2 million,” (CEO & Director Casey). “This growth was driven primarily by our energy and real asset strategies, particularly private energy funds and energy-focused ETFs, which more than offset modest declines in U.S. value equity,” (CEO & Director Casey). “One major highlight was successfully onboarding our first institutional managed investment solutions client, accounting for over $200 million in gross sales,” (CEO & Director Casey). “MBST gained approval from its first major wirehouse, a very important distribution milestone,” and “YLDW... is approaching the $25 million threshold typically required for platform onboarding,” (CEO & Director Casey). “Today, we reported total revenues of $25 million for the first quarter of 2026 compared to $27.1 million in the fourth quarter and $23.3 million in the prior year's first quarter,” (CFO Terry Forbes). “Our first quarter income of $0.8 million or $0.09 per share,” and “non-GAAP economic earnings were $2.8 million or $0.31 per share,” (CFO Forbes). Outlook “We have commenced fundraising for Westwood Energy Secondaries Fund III and its related co-investment fund, which we expect to market through early 2027,” (CEO & Director Casey). “Our pipeline remains robust across both value and energy strategies with many new opportunities added during the quarter,” and “we are also initiating SMidCap due diligence with 2 of the largest national consultants,” (CEO & Director Casey). “Our SMidCap performance has remained strong and our pipeline of opportunities has grown to over $1 billion,” and “we're optimistic that we will l...

In recent trading, shares of Garrett Motion Inc (Symbol: GTX) have crossed above the average analyst 12-month target price of $21.80, changing hands for $25.61/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on va

In recent trading, shares of Glaukos Corp (Symbol: GKOS) have crossed above the average analyst 12-month target price of $138.92, changing hands for $143.67/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valua

Civeo Corporation press release ( CVEO ): Q1 GAAP EPS of -$0.34. Revenue of $172.7M (+19.9% Y/Y). More on Civeo Corporation Civeo Corporation (CVEO) Q4 2025 Earnings Call Transcript Civeo outlines $650M-$700M revenue target for 2026 as company nears completion of buyback authorization and eyes Australian growth Civeo misses top-line and bottom-line estimates; introduces FY26 outlook Seeking Alpha’s Quant Rating on Civeo Corporation Historical earnings data for Civeo Corporation

Xenia Hotels press release ( XHR ): Q1 GAAP EPS of $0.21 beats by $0.03 . Revenue of $295.4M (+2.2% Y/Y) beats by $4.07M . AFFO of $0.63 Current full year 2026 guidance is inclusive of the following assumptions: Disruption due to renovations is expected to negatively impact Adjusted EBITDAre and Adjusted FFO by approximately $1 million - no change from prior guidance General and administrative expense of approximately $25 million, excluding non-cash share-based compensation - an increase of $1 million from prior guidance Interest expense of approximately $78 million, excluding non-cash loan related costs - no change from prior guidance Income tax expense of approximately $2 million - no change from prior guidance 95.7 million weighted-average diluted shares/units - no change from prior guidance More on Xenia Hotels Xenia Hotels & Resorts: Substantially Undervalued, Comfortable Dividends Xenia Hotels & Resorts, Inc. (XHR) Q4 2025 Earnings Call Transcript Xenia Hotels Q1 2026 Earnings Preview Xenia targets 7% adjusted FFO per share growth in 2026 through group demand and asset upgrades Seeking Alpha’s Quant Rating on Xenia Hotels

The Exxon oil refinery in Baytown, Texas, US, on Thursday, March 5, 2026. Mark Felix | Bloomberg | Getty Images Surging oil prices due to the Iran war did not result in a windfall for Exxon Mobil and Chevron in the first quarter. The two biggest U.S. oil companies reported profits on Friday that fell dramatically compared to the same period last year. Exxon's net income declined 45% while Chevron's tumbled 36%. Exxon shares were up more than 1% in premarket trading, while Chevron's gained about 2%. Oil prices had been depressed during the first two months of the year as the market anticipated a surplus, but suddenly spiked after the U.S. and Israel attacked Iran on Feb. 28. Prices have surged 57% as the war has caused the largest oil supply disruption in history. Here's how Exxon and Chevron did compared with what Wall Street was expecting, based on a survey of analysts by LSEG: Exxon posted adjusted earnings per share of $1.16 Exxon posted revenue of $85.14 billion vs $82.18 billion expected Chevron posted adjusted earnings per share of $1.41, beating estimates of 95 cents Chevron reported revenue of $48.61 billion, missing estimates of $52.1 billion Exxon warned earlier in the month the Iran war would weigh on its results. It has open financial hedges that proved unfavorable in the quarter as the war triggered a sudden and massive supply disruption. Exxon lost nearly $4 billion on these trades due to what it described as a "timing effect." The value of the product shipments that it hedged were not counted in the quarter because their delivery was not complete. It also took a $700 million hit on closed hedges that were not offest by physical deliveries due to the Middle East disruption. The impact, however, is temporary and the hedges will ultimately result in a net profit in subsequent quarters after the products are delivered, Exxon said. As a result, Exxon posted net income of $4.2 billion, or $1.00 per share, down from $7.7 billion or $1.76 per share last year....

The electric two-wheeler market is experiencing significant growth driven by the introduction of affordable new models and rising investments in charging infrastructure. As highlighted by Zion Market Research, the market's value is expected to grow from USD 529.36 million in 2024 to USD 1,228.93 million by 2034, at a CAGR of 9.81%. This sector's expansion is supported by technological advancements in battery performance and AI integration, which enhance vehicle range and features. Challenges...