Palantir Cleveland Cliffs AI Deal Tests Growth Story And Lofty Valuation simplywall.st

专题：聚焦美股2026年第一季度财报 蒂姆・库克以亮眼收官为自己的任期画上浓墨重彩的一笔。 苹果 周四交出了惊艳的 3 月季度财报，营收大涨 17%，核心驱动力是 iPhone 营收同比增长 22%。这款普及度极高的手机一改过去数年销量低迷的态势，意味着 如今选择换新旧款 iPhone 的消费者数量大幅回升 。 库克近期已宣布将于 9 月 1 日卸任首席执行官，由硬件业务负责人约翰・特努斯接任。在周四的财报电话会议上，库克依旧情绪高昂。按照苹果一贯风格，他与继任者特努斯互相不吝溢美之词。 特努斯称赞库克是 “史上最伟大的商业领袖之一”；库克则盛赞：“在这个星球上，我最信任约翰・特努斯带领苹果走向未来。”不过，即便库克尚未正式卸任，苹果已开始推行多项重大战略变革。 首先，库克在财报电话会议中透露，公司本季度研发支出 大增 34% 。他表示，加码研发是为抓住产品与服务两大业务赛道的发展机遇。 苹果向来不以高额研发投入著称：过去几年研发费用占营收比重常年维持在 8% 左右，仅为 谷歌 母公司字母表的约一半。如今人工智能重塑科技行业、新一代智能设备即将迎来变革周期，苹果显然不愿掉队。 与此同时，苹果首席财务官凯文・帕雷在分析师电话会上透露，公司 正式放弃长期奉行的净现金中性 现金管理策略。 所谓净现金中性，是指资产负债表上现金总额与债务规模基本持平。该策略由前首席财务官卢卡・马埃斯特里与库克于 2018 年确立，长期支撑苹果大规模股票回购。截至 3 月 31 日，苹果净现金（现金扣除净负债）已缩水至 620 亿美元；而 2018 年该目标刚推出时，这一数值高达 1630 亿美元。 帕雷 并未直白解释战略转向原因，仅用官方套话含糊带过。但此次调整意味着，苹果未来或将 加大现金储备、留存更多现金流 。 尽管公司上调了股息、推出新一轮股票回购计划，但 3 月季度股票回购规模同比 直接腰斩 ；而同期公司自由现金流大涨 28%。帕雷 暗示，本季度回购缩减与 CEO 换届官宣有关：换届消息此前市场猜测已久，或造成苹果股价波动，因此公司暂缓回购节奏。 苹果为何要囤积更多现金？ 一方面，库克已暗示 内存芯片价格或将持续飙升 ，库克与特努斯或提前储备现金，应对成本上涨压力。另一方面，当前科技巨头纷纷大举资本开支、消耗巨额现金储备，苹果手握充裕现金流，可借此把握潜在并购与资产收购机会 —— 其...

(RTTNews) - Mobility technology company Magna International, Inc. (MGA, MG.TO) Friday reported a loss in its first quarter, compared to prior year's profit, hurt by a loss related to certain asset sale, despite highr sales.

(RTTNews) - The UK stock market's benchmark index FTSE 100 fell on Friday, weighed down by losses in financial and mining sectors. Worries about the impact of the ongoing conflict in the Middle East weighed as well on sentiment.

格隆汇5月1日｜据大湾区之声，五一假期，内地文旅活动精彩纷呈，港澳居民“北上”休闲购物、消费旅游热情高涨，港珠澳大桥珠海公路口岸迎来入境客流车流高峰。自4月29日以来，截至5月1日下午4点，港珠澳大桥边检站已查验出入境客流22.6万人次，车辆5.2万辆次。据港珠澳大桥边检站预测，五一假期，口岸出入境客流整体将呈现“前高后稳”的运行态势，口岸日均客流将达到12.9万人次，单日客流高峰有望超过15万人次。口岸车流也将持续高位运行，车流最高峰预计出现在5月3日，单日最高将达到约2.8万辆次。

格隆汇5月1日｜摩根大通将西部数据目标价从400美元上调至530美元。

大埔宏福苑居民繼續分批上樓執拾，有住在宏建閣高層的居民，即使腿部有舊患都堅持上樓告別舊居。 宏福苑居民上樓執拾安排來到第12日，這日有宏泰閣中層及宏建閣高層的居民上樓，居民都做好準備，背上大背囊，希望將家中的一切盡量帶走。 住在宏建閣28樓的關太稱，左腳膝關節退化，家人曾勸她不好上樓，但她堅持上去。 宏建閣居民關太表示︰「我住了40多年，喜怒哀樂都在屋內，我都要回去看看單位有甚麼問題。最重要兒子的相片，他們的結婚相、證書很多很多，包括我自己工作的獎項都在家，我兩個兒子都陪我，特意搭飛機回來，陪我上去。」 居民重踏宏福苑，但因為受災七座大廈升降機未能使用。一些長者、行動不便人士只能遙望原本的安樂窩。 宏泰閣居民陳小姐稱︰「媽媽85歲了，要她行14層會有點困難，講真一句有誰不想上去，只是沒有能力上。」 宏建閣居民蕭先生指︰「當然不捨得，但都要學懂放手，沒辦法， (上樓)算是照顧周到，今次執拾照顧很好。」 居民帶走他們珍惜的物品，有住戶存放的海味未受波及可以完整帶走，但亦有人失望而回。 宏泰閣居民歐先生說︰「家俬電器全部新的，新家俬全部自己安裝，每晚收工10多天一直安裝，打算有新環境讓小朋友上學，大家住好些。只餘下小朋友獎盃殘渣，小量金器，其他現金都沒了，都很失落。」 首輪上樓安排將於下周一結束，政府會在本月13至17日再次安排未受大火波及的宏志閣居民分批上樓執拾。

五一黃金周假期，截至下午4時各口岸逾75.5萬人次出入境 ，其中離境港人有34萬人次 ，20.8萬人次內地旅客訪港。

格隆汇5月1日｜4月30日，爆款3A游戏《黑神话：悟空》的开发商深圳市游科互动科技有限公司(简称“游戏科学”)发生工商变更。根据企查查信息，原持有游戏科学19%股权的股东英雄互娱旗下天津英雄金控科技有限公司退出，腾讯旗下广西腾讯创业投资有限公司持股比例从5%升至24%，其他股东持股比例不变。此外，游戏科学的高管备案中，英雄互娱创始人吴旦也于4月30日正式退出。

Jake Nesler’s AI trading bot got one big decision right in its first week. It ignored the chase. When Nvidia Corp. ’s earnings sent the stock surging in late November, the agent — trained on Nesler’s own trading instincts — argued with itself over whether to follow the momentum. Fortunately, the bot decided against it, as chasing the high would have lumbered Nesler’s portfolio with an estimated $10,000 loss that week. Nesler, a 29-year-old software engineer in Scranton, Pennsylvania, had burned himself out trying to trade options around his day job. He found himself inspired by an Anthropic experiment in which the firm’s Claude model controlled an office vending machine. But what if, instead of offering snacks, Claude could be trained to buy and sell stocks instead? Nesler spent two and a half weeks teaching the model how he thought about risk, entry signals and position sizing, then set it loose on a simulated brokerage account on Alpaca, an algorithmic trading platform, with $100,000 in fake money to spend. “I wanted something that could be a proxy for the way I think and carry out those things while I’m doing other stuff,” he said in an interview. The rest of the agent’s week was less impressive, losing money on a series of speculative trades that didn’t go its way. After five days of trading, Nesler was left with one good call alongside a string of losses. Across equities, crypto and prediction markets, a growing legion of retail traders are training AI agents to buy and sell assets on their behalf. It’s a sign of a new era in retail investing, where traders believe that AI-powered tools can produce better investment outcomes — and that anything still done manually is a process waiting for improvement. Open-source platforms such as OpenClaw allow users to talk to their AI agents through accessible messaging apps like WhatsApp and Telegram, attracting hordes of wannabe stock-pickers without a tech school resumé. All they have to do is connect an AI model to the s...

(Bloomberg) -- Jake Nesler’s AI trading bot got one big decision right in its first week. It ignored the chase.Most Read from BloombergUS Seeks to Deploy Hypersonic Missile for the First Time Against IranTwo NJ Malls Separated by Just Four Miles — and Very Different FatesTrump Says Iran Blockade ‘Incredible’ as Pump Prices Keep RisingNorth Korea Confirms Suicide Rule for Soldiers Ukraine CapturesWhen Nvidia Corp.’s earnings sent the stock surging in late November, the agent — trained on Nesler’s

primeimages/E+ via Getty Images Portfolio management Joshua Cummings, CFA John Jordan Investment environment Equity markets experienced volatility in the first quarter, as artificial intelligence (AI) exuberance gave way to anxiety. Early in the quarter, investors grew more cautious about the valuations and capital spending plans of large U.S. technology companies. We also saw multiple compression in software stocks facing potential AI-related disintermediation. Volatility increased further in March, amid heightened geopolitical uncertainty and surging crude oil prices. Against this backdrop, investors rotated away from growth stocks toward value shares. Portfolio review During the quarter, we saw a broad-based decline in software stocks on concerns over how AI may disrupt the competitive landscape. These fears pressured shares of Intuit ( INTU ), an enterprise software company whose products include QuickBooks and TurboTax. Worries over potential AI disintermediation rose following news of a new AI-powered tax planning tool, which investors feared might directly compete with TurboTax. We believe such fears are overstated. Intuit's management is looking to incorporate AI across its project ecosystem, which could strengthen its competitive positioning while providing new revenue-growth opportunities. Intuit has continued to deliver solid financial performance and guidance, aided by strong growth in its QuickBooks Online business. It also has continued to return money to shareholders through an aggressive share buyback program. Worries over potential AI-driven market disruption also weighed on shares of Workday ( WDAY ), a developer of enterprise cloud-based software applications for finance and human resources. Workday delivered solid fourth-quarter earnings growth, bolstered by double-digit year-over-year subscription growth. However, shares declined as investors questioned its ability to sustain this pace of subscription growth, especially after company management ...

BROOKFIELD, Wis., May 01, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of CIB Marine Bancshares, Inc. (the “Company” or “CIB Marine”) (OTCQX: CIBH) has approved a $1 million increase to the Company’s existing share repurchase authorization. As a result, the total amount authorized for the repurchase of the Company’s outstanding common stock has increased from $2.5 million to $3.5 million with the program continuing through December 31, 2026.

British Police Raid Islamic Group Accused Of Sex Trafficking And Slavery At least nine members of a Cheshire Islamic group have been arrested in a raid of 500 British police officers as part of an investigation into sexual offenses, slavery and forced marriage. Officers received reports of human trafficking, rape, and other crimes involving members of a group known as the Ahmadi Religion of Peace and Light, based in Crewe. Seven men and three women were taken into custody, according to a statement from the Cheshire Police, who said the investigation was initiated because of allegations made by a woman who was previously part of the group in 2023. Chief Superintendent Gareth Wrigley, of Cheshire Constabulary, said: "Today’s operation is the outcome of a detailed and robust investigation into reports of serious sexual offenses, forced marriage and modern slavery involving members of a religious group called Ahmadi Religion of Peace and Light in Crewe. While those arrested are members of the group, I want to make clear that this is not an investigation into the religion, this is an investigation into the serious allegations which have been reported to us..." The AROPL's is a religious movement founded in 2015 by Abdullah Hashem Aba Al-Sadiq (Egyptian-American raised Sunni Muslim). It draws heavily from Shia Islamic traditions. The group self-identifies with Islamic roots, uses Islamic terminology (referring to their leader as the Qaim/Mahdi appointed in relation to Prophet Muhammad), and maintains many Islamic practices. British authorities in the UK have been quick to disconnect the sect from the wider Islamic migrant community. The reasons for this are obvious - The British government is under considerable pressure to stop hiding migrant crime and Islamic crime, but their political agendas are deeply intertwined with third-world immigration. Islamic groups consistently deny that the actions of grooming gangs have any connection to Muslim culture. Islamic fundamentali...

Key PointsThe Vanguard Total International Stock ETF (VXUS) covers 98% of the non-U.S. stock market.

On Wednesday, Alphabet Inc. CEO Sundar Pichai said that Google's ownership of nearly every layer of the artificial intelligence ecosystem gives it a distinct advantage over rivals. Google's Full-Stack AI Strategy Powers Competitive Advantage During the first-quarter earnings call, Pichai spoke about the tech giant's control across the AI ecosystem — including custom chips, Gemini models, cloud infrastructure, developer tools and security. "We are genuinely differentiated," Pichai said during the

Viking Therapeutics stock faces near-term pressure, but its GLP-1 pipeline and clinical timeline could deliver significant long-term upside

Teslas Among Fastest-Selling Used Cars, Depreciate Less Than EV Rivals Benzinga

Guido Mieth/DigitalVision via Getty Images The BNY Mellon High Yield Strategies Fund ( DHF ) is a closed-end fund that investors might choose to use as a method of earning a high level of current income from the assets in their portfolios. The fund actually manages to do fairly well at the provision of income, as it boasts an 8.64% yield at the current share price. However, the fact that this is a bond fund means that the yield could end up being much lower on an after-tax basis. As such, it is best to hold shares of the fund in some sort of tax-advantaged account, such as a retirement account. In addition to this, regular readers know that I am hesitant about investing in any bonds at all due to concerns that inflation will continue to be a problem going forward. We actually saw this in the most recent figures, which show a significant acceleration in the rate of inflation. This suggests that potential investors may wish to be cautious before purchasing shares of DHF and ensure that having a leveraged junk bond fund in your portfolio is appropriate for your particular goals. With that said, the higher yield of this fund relative to bond indices should help it do a better job of preserving the purchasing power of your wealth than a bond index fund, especially if you opt to reinvest some of the income that it provides. The Current Yield-Starved Market The website for the BNY Mellon High Yield Strategies Fund makes the following statement: [The fund] seeks to provide high current income for today’s yield-challenged market. The description explicitly describes today’s market as being yield-challenged. This is, admittedly, something of an apt description depending on which asset class we are talking about. Common stocks, for example, can certainly be described as “yield-challenged,” as the largest exchange-traded index tracking large-capitalization common stocks, the State Street SPDR S&P 500 ETF Trust ( SPY ), only yields 1.04% at the current price. Furthermore, except...

五一假期，内地文旅活动精彩纷呈，港澳居民“北上”休闲购物、消费旅游热情高涨，港珠澳大桥珠海公路口岸迎来入境客流车流高峰。自4月29日以来，截至5月1日下午4点，港珠澳大桥边检站已查验出入境客流22.6万人次，车辆5.2万辆次。据港珠澳大桥边检站预测，五一假期，口岸出入境客流整体将呈现“前高后稳”的运行态势，口岸日均客流将达到12.9万人次，单日客流高峰有望超过15万人次。口岸车流也将持续高位运行，车流最高峰预计出现在5月3日，单日最高将达到约2.8万辆次。（大湾区之声）

Earnings Call Insights: The St. Joe Company (JOE) Q1 2026 Management View "For the first quarter, we had a 5% increase in revenue and an 8% increase in operating income," said (President, CEO, COO & Chairman of the Board Jorge Gonzalez), adding, "The first quarter revenue of $99.1 million was the company's highest first quarter revenue outside of the one-time timberland sale in 2014." "The increase in total revenue included a 13% increase in hospitality revenue and a 4% increase in real estate revenue when compared to the same period last year," (President, CEO, COO & Chairman of the Board Gonzalez) said, while noting, "Leasing revenue decreased by 10%, which was primarily due to the sale of the Watercrest Senior Living property in September of 2025." "Net income decreased by 21%, primarily because of a decrease in equity and income from unconsolidated joint ventures," (President, CEO, COO & Chairman of the Board Gonzalez) said. "Equity and income was $3.5 million for the quarter when compared to $10.2 million in the first quarter of 2025," and the company attributed the change primarily to "a lower home closing volume" at its Latitude Margaritaville Watersound JV. "We continue to successfully execute our strategy of growing recurring revenue," (President, CEO, COO & Chairman of the Board Gonzalez) said, citing "a first quarter record of $44.7 million in hospitality revenue and $14.7 million in leasing revenue, which together accounted for 60% of the total revenue in the quarter." "The gross margin improved across all hospitality categories to a total of 24% for the first quarter of 2026, as compared to 18% for the first quarter of 2025," (President, CEO, COO & Chairman of the Board Gonzalez) said. He also stated, "We have been focused on improving gross margins and leasing revenue, with 61% for the first quarter of 2026 when compared to 55% for the first quarter of 2025." "In the first quarter, we continue to implement a measured and multifaceted capital allocation...

Earnings Call Insights: Rimini Street (RMNI) Q1 2026 Management View “Our first quarter results reflect continued growth and accelerating momentum,” said (Founder, Chairman, CEO & President Seth Ravin), while highlighting “strong growth in adjusted calculated billings and adjusted ARR” and year-over-year expansion in remaining performance obligations “adjusted for the Oracle PeopleSoft support and services wind down.” (CEO Ravin) said the company is “continuing our evolution beyond our position as the premier third-party enterprise software support provider” and added: “We are now the software support and Agentic AI ERP company.” (CEO Ravin) cited large-deal activity and new logo additions: “During the quarter, we closed 11 new client transactions with over $1 million in TCV and totaling $33 million compared to 5 transactions totaling $5.6 million during the same period last year. We added 50 new logos...” “Our first quarter results reflect solid execution and continued sign of momentum, highlighted by remaining performance obligations, RPO, and billings growth, along with a return to top line growth despite the headwinds from the wind-down of support and services for Oracle's PeopleSoft software,” said (Executive VP, CFO & Principal Accounting Officer Michael Perica). Outlook (CFO Perica) said: “The company is providing second quarter 2026 revenue guidance to be in the range of $106 million to $108 million and reiterating the full year 2026 guidance provided at our Investor Day in December 2025 of revenue growth in the 4% to 6% range and adjusted EBITDA margins in the 12.5% to 15.5% range, combined to achieve Rule of 20.” (CEO Ravin) explained the decision not to raise full-year targets after Q1: “We want to just take it very carefully... we want to just get another quarter under the belt and think about that before we talk about any kind of raise in the guidance.” Financial Results (CFO Perica) reported revenue of $105.5 million (up 1.2% year-over-year), and said:...

Earnings Call Insights: Rivian (RIVN) Q1 2026 Management View "Last week, I was thrilled to celebrate the start of saleable R2 production" (Founder, CEO & Chairman of the Board Robert Scaringe), adding, "we've started R2 deliveries to our employees" and "I could not be more excited to get this vehicle into the hands of lots of customers starting this spring." "For R2, our bill of materials is expected to be approximately half of our R1 platform" (CEO Scaringe) and "for non-BOM cost of goods sold, we expect to see a reduction of more than 50%," which he tied to design and manufacturing changes including "large die castings," "a structural battery pack" and "the consolidation of our high-voltage electronics into a single enclosure." "We made the strategic decision to increase the production capacity for the first phase of our Georgia plant by 50%, bringing it to 300,000 units of annual production capacity" (CEO Scaringe), and "we remain on track for the production of our midsized vehicle platform to begin in Georgia in late 2028." "In March, we were excited to announce a new strategic partnership with Uber" (CEO Scaringe), while saying Rivian "continue[s] to expect to begin rolling out point-to-point capabilities by the end of the year" and "in the coming weeks, we are excited to launch the Rivian Assistant on R1 and R2 vehicles." "Our consolidated revenue in the first quarter was approximately $1.4 billion" and "consolidated gross profit was $119 million, and our gross margin was 9%" (Chief Financial Officer Claire McDonough). Outlook "Despite the weather impact, our 2026 guidance remains unchanged" (CFO McDonough), and "we continue to expect full year deliveries of between 62,000 and 67,000 total vehicles across R1, R2 and our commercial vans." "We also continue to expect to deliver approximately 9,000 to 11,000 vehicles in Q2 as we expect the ramp of R2 deliveries will be back half weighted" (CFO McDonough). "We expect the complexity of a new vehicle launch will ne...

格隆汇5月1日｜据央视，美国总统特朗普近日对德国总理默茨涉伊朗言论表达不满。特朗普还称，美国正在研究削减驻德国美军的可能性。4月30日，有消息人士称，北约方面尚未就美国从德国撤军进行任何正式讨论。据英国方面消息，几名知情官员透露称，北约最高决策机构——北大西洋理事会内部并未就美国从德国撤军进行任何正式讨论。消息人士还称，美国和德国均未提及此事。

Hong Kong police have arrested a 44-year-old man for allegedly trafficking more than HK$800,000 (US$102,110) of suspected heroin. The force said on Friday that officers from the Tuen Mun district anti-triad unit were conducting an operation at around 9.50am the day before, when they found a man acting suspiciously outside a flat on Yan Po Road. After stopping the man for questioning, officers found around 300g (10.6oz) of suspected heroin in a reusable bag he was carrying. They also found an...

格隆汇5月1日｜据以媒，以色列对黎巴嫩南部城市提尔发动了无人机袭击。

WTI crude went from $57.97 a barrel in December 2025 to over $100 today. That kind of move hands a windfall to oil producers and gives their shareholders motion sickness in roughly equal measure. If you wanted to participate in the oil rally without the queasy ride, you had to think one step downstream from ... Buy This ETF if You Want to Benefit From High Oil Prices Without Wild Swings