(RTTNews) - Contact Energy Limited (BZB.F, CEN.AX, COENF), a New Zealand-based electricity and gas provider, announced Friday that its board has elected current director Jon Macdonald to succeed Rob McDonald as Chair, effective at the conclusion of the Annual Shareholder Meeting

格隆汇5月1日｜渣打银行：预计欧洲央行将在6月加息25个基点，之前的预测为利率保持不变。

I first wrote about Kratos Defense & Security Solutions (NASDAQ: KTOS) in October 2025, and at the time, I recommended waiting for a more reasonable valuation. While the company was one of the more interesting drone stocks , it was also trading for as much as 200 times forward earnings. The share price and valuation have decreased since then, and Kratos has notched several recent contract wins. After deciding to sit on the sidelines six months ago, I'm confident enough in Kratos now that I've put money behind it. Image source: The Motley Fool. Continue reading

(RTTNews) - Eastman Chemical Company (EMN) on Friday reported lower profit for the first quarter, primarily due to decline in sales.

汇丰美国利率策略师Dhiraj Narula在一份报告中称，汇丰预计美国财政部将连续第九个季度维持名义附息债券和浮动利率票据的拍卖规模不变，这与之前的远期指引一致。不过，在过去两次季度再融资公告中，美国财政部指出，其正在评估“未来可能增加供应“的问题。汇丰继续预计，此类增量将从2026年11月开始。因此，5月6日的5月份再融资公告可能标志着指引的转变，不再沿用拍卖规模将“至少在未来几个季度“维持不变的目前措辞。汇丰预计，美国财政部将从11月开始逐步增加供应，增量将集中在前端和“中腹”（即中期）部分。 责任编辑：王永生

Source: Bloomberg, 8:09

Singapore Prime Minister Lawrence Wong has sought to reassure workers amid concerns about the AI revolution, vowing that the city state will carve out fresh opportunities even as the new technology renders some jobs obsolete. In the annual May Day rally on Friday, Wong acknowledged the anxieties but urged workers and firms to build artificial intelligence capabilities and harness its benefits. Demand would rise for AI-savvy workers, and new doors would open as global companies expanded their...

Niphon Phunnu/iStock via Getty Images By Indrani De, CFA, PRM, Head of Global Investment Research, FTSE Russell | David McNay, CFA, Director, Global Investment Research | Zhaoyi Yang, CFA, FRM, Sr Manager, Global Investment Research Geopolitics disrupts otherwise robust global backdrop; EM remains resilient. Markets pricing a swift resolution is a key risk. AI disruption opens jaws between hardware & software. Geopolitical risk steps up a gear Circa. 25% of all seaborne oil passes through the Straits of Hormuz (IEA, Feb 2026) meaning a protracted closure could significantly impact energy markets. The most affected economies are those with high net energy imports: Europe, Japan, Korea, China & India. As a net energy exporter, US assets have attracted a safe-haven bid since the conflict began. Markets pricing a swift resolution to the crisis in the Middle East Oil futures in backwardation (spot prices higher than forwards), breakeven inflation markets and out-of-the-money (OTM) equity options all point to markets expecting a swift resolution. This represents an asymmetry in risk if the conflict becomes more protracted. Equities tend to look through conflicts and macro looks robust If the conflict persists, US equity and the US dollar may remain relatively well bid. Otherwise, macro looks robust – forecast real GDP for the world is up, macro data has been beating expectations and analysts are revising up equity earnings expectations. Tech hardware and software disconnected due to AI Markets have questioned if AI could disintermediate traditional software companies, leading to c. 20% gap in software-hardware 3M performance. This has boosted the returns of producers of AI hardware and may be the start of productivity gains from AI showing up outside of tech. Spotlight on South Korea: the picks and shovels of AI FTSE Korea returned ~188% over 12M; the top-performing equity market globally. Despite this, returns were predominantly from higher earnings expectations & valuat...

Mohawk press release ( MHK ): Q1 Non-GAAP EPS of $1.90 misses by $0.83 . Revenue of $2.73B (+7.9% Y/Y) misses by $110M . " We expect our adjusted EPS will be between $2.50 to $2.60 in Q2 vs. consensus of $2.73, excluding any restructuring or other one-time charges. More on Mohawk Mohawk Industries: No Reason For Major Optimism Yet Mohawk Industries, Inc. (MHK) Q4 2025 Earnings Call Transcript Mohawk Q1 2026 Earnings Preview Housing slump weighs on manufacturers, but executives see signs of a turn Seeking Alpha’s Quant Rating on Mohawk

5月1日，全国首部具身智能机器人领域地方性法规《杭州市促进具身智能机器人产业发展条例》正式施行。数据显示，杭州已集聚机器人产业相关企业700余家，2025年具身智能产业集群产值达1068亿元。创新是引领发展的第一动力，但创新活动天然伴随未知风险。促进具身智能机器人产业专门立法，是以高质量法治供给护航科技创新，让科技创新的“关键变量”转化为推动高质量发展的“最大增量”。（杭州发布）

Earnings Call Insights: Floor & Decor (FND) Q1 2026 Management View Bradley Paulsen (President, CEO & Director) centered the quarter on a new capital return move, saying the board “has authorized a share repurchase program for up to $400 million” and adding, “We do not expect to use incremental debt to support the share repurchase program, and there is no defined time line for the share repurchase program's completion.” Paulsen attributed weaker-than-expected Q1 demand to multiple pressures and said, “These dynamics resulted in first quarter earnings coming in weaker than we anticipated,” while highlighting category and regional dispersion and noting, “Our second quarter-to-date comparable store sales declined 4.5%.” Paulsen emphasized actions in vinyl price architecture, saying, “Although still early, results from our price band refinements are encouraging with positive elasticity and improving square footage purchase trends,” while also cautioning, “we do expect the category to be under pressure for the remainder of 2026.” Bryan Langley (Executive VP, CFO & Principal Accounting Officer) highlighted margin execution and ERP progress, stating, “We continue to effectively manage our gross margin with our first quarter performance exceeding our expectations,” and “we successfully completed portions of our ERP implementation and are now live with financial systems and certain merchandising portions in the first quarter.” Outlook Langley reframed guidance around heightened uncertainty, saying, “Given the unexpected events that emerged following our fourth quarter earnings release, we believe it is prudent to reflect a wider range of potential outcomes in our fiscal 2026 guidance.” Langley guided fiscal 2026 sales to $4.770 billion to $4.990 billion and comparable store sales to flat to down 4%, and said, “Diluted earnings per share is estimated to be approximately $1.83 to $2.08,” while adding, “The first quarter gross margin of 44.0% is likely to represent a high point...

英王查理斯三世結束訪美行程。美國總統特朗普表示，將取消對蘇格蘭威士忌的部分關稅。 特朗普與夫人梅拉尼亞周四在白宮歡送查爾斯三世夫婦。在合影時，特朗普還稱，查理斯三世是最偉大的國王。 特朗普還表示，美方將取消蘇格蘭與美國肯塔基州合作生產的威士忌的部分關稅及限制，有助深化雙邊產業合作。他指此舉是向英王和王后致敬。 特朗普也暗示正考慮減少美軍在意大利和西班牙的駐軍規模。

汇丰美国利率策略师Dhiraj Narula在一份报告中称，汇丰预计美国财政部将连续第九个季度维持名义附息债券和浮动利率票据的拍卖规模不变，这与之前的远期指引一致。 不过，在过去两次季度再融资公告中，美国财政部指出，其正在评估“未来可能增加供应“的问题。汇丰继续预计，此类增量将从2026年11月开始。 因此，5月6日的5月份再融资公告可能标志着指引的转变，不再沿用拍卖规模将“至少在未来几个季度“维持不变的目前措辞。 汇丰预计，美国财政部将从11月开始逐步增加供应，增量将集中在前端和“中腹”（即中期）部分。 责任编辑：刘明亮

AAPL Q1 Deep Dive: Leadership Transition and Broad-Based Growth Drive Outperformance The Globe and Mail

Copper and other base metals including zinc maintained gains, shrugging off the declines of earlier in the week, as China’s Labor Day holiday kept market activity subdued. Metal fabricators restocked before the start of the country’s week-long holiday, which kept prices of key commodities buoyant. Markets were also closed in a number of other nations, including trading hub Singapore, for Labor Day. Copper prices remained over $13,000 a ton on the London Metals Exchange on Friday, while nickel dipped. Economic data overnight from the US showed gross domestic product expanded at a 2% annual rate over the first quarter, placing a floor under copper. Its release came as US President Donald Trump confirmed he would stick with a naval blockage of Iranian ports, casting a shadow over the reopening of the Strait of Hormuz. Iron ore futures, meanwhile, remained steady at $107.20 a ton. It’s a one-month high, driven by rising costs due to the conflict in the Middle East, which has effectively established a floor. However, iron ore broadly remains under pressure as China’s property crisis continues and demand softens in construction. Additional supply is also expected to dampen fundamentals as miners in Guinea begin to ramp up shipments over the coming months.

有團體趁五一勞動節，到政府總部請願，爭取勞工權益。 香港婦女勞工協會十多人在政府總部拉起橫額。他們指政府正持續完善勞工保障，但法例的天秤仍偏向僱主一方，提出多項建議，包括針對失業率較高的行業暫停輸入外勞、延長產假，以及立法保障因惡劣天氣而停工，員工不會被扣薪扣假等。 他們向政府代表遞交請願信後離開。

格隆汇5月1日｜河南省人民政府办公厅近日印发《河南省场景培育开放和大规模应用行动方案(2026—2028年)》。根据《方案》，到2026年年底，场景供需对接机制基本建立，“三张清单”发布，场景创新人才库、验证中心库、典型案例项目库、产业基金库初步形成，支撑保障体系初步建立，一批重大场景起步建设。到2027年，持续完善场景协同推进体系。“三张清单”动态管理常态化开展，区域综合性重大场景、高价值小切口场景加快建设，典型案例累计达到30个以上。到2028年，全面打造场景创新生态。每年促进100项以上新技术、新产品完成市场验证并产业化发展，为企业提供1000次以上场景服务，打造50个以上具有推广价值和带动作用的典型案例，形成场景创新引领高质量发展的新格局。

Gold bars, cruises, Dior beauty services and Rosewood Hong Kong vouchers are just some of the incentives Hong Kong’s major lenders are offering in hopes of capturing wealthy clients, as visitors from mainland China descend on the city during the golden week holiday starting on Friday. HSBC, Standard Chartered and Bank of China (Hong Kong) – the city’s three biggest banks – Citigroup, DBS Hong Kong, ICBC Asia, Bank of East Asia and Hang Seng Bank have all extended the hours of certain branches on...

Looking for bargain artificial intelligence (AI) stocks? You aren't the only one. In fact, given how fast the AI market has been growing, it's even getting hard to find reasonably priced AI stocks. Take Micron Technology (NASDAQ: MU) , for example. Its share price is up more than 550% in the past year. But that doesn't mean there aren't some hidden gems out there if you know where to look. And one such hidden gem is Trimble (NASDAQ: TRMB) . Here's why this under-the-radar stock could be your ticket to millionaire status. Continue reading

Earnings for State Street Technology Select Sector SPDR members are expected to be up 43% this year from last and rise another 24% in 2027.

Key PointsThere was notable growth on both the top and bottom lines.

【有線新聞】有深圳旅客表示在香港公共場合和路旁都較內地少人吸煙，能讓旅客有更好的體驗。 深圳旅客何小姐：「（記者：深圳的寺廟也有人吸煙嗎？）寺廟的話可能外面會有，但外面這一圈都不太看到。（記者：你覺得這能吸引旅客來嗎？）相對體驗感好一點。」

格隆汇5月1日｜加拿大皇家银行将AMD目标股价从230美元上调至325美元。

格隆汇5月1日｜日本首相高市早苗：将在此次亚洲之行中寻求合作，以加强我们的供应链，确保能源和关键矿产的安全。

The international jury of the Venice Biennale resigned Thursday amid tensions over Russia's participation and the panel's decision to bar prizes for countries accused of crimes against humanity. (Image credit: Antonio Calanni)

The S&P Global Japan Manufacturing PMI increased to 55.1 in April 2026, surpassing the flash estimate of 54.9 and rising from 51.6 in March. This was the highest level since January 2022, with significant growth in output and new orders, influenced by the Middle East war prompting customers to stock up to avoid supply issues and costs. In contrast, inflationary pressures in the capital eased; Tokyo’s core consumer prices rose 1.5% year-on-year in April, down from 1.7% in March and trailing market expectations of 1.8%. This marks the slowest pace of growth since March 2022 and keeps inflation below the Bank of Japan’s 2% target for the third consecutive month. The Nikkei 225 Index rose 0.4% to above 59,500, while the broader Topix slipped 0.5% to 3,708 in choppy trading on Friday . The Japanese yen traded around 157 per US dollarafter surging as much as 3% to 155.5 overnight. More on Japan economy JPY Intervention - Unilateral Or Joint Will Be Key The Yen Recovers On Verbal Intervention EWJ: Why Japan Is At Risk From Surging LNG And Oil Prices Asian equities retreat as hawkish Fed cues, energy volatility, and mixed tech earnings sour sentiment Japan economic update: Retail sales surge 1.7% on stimulus while industrial output stumbles

截至2025年底，剔除ETF联接基金后，机构投资者持有沪市ETF规模占比升至65%。 随着年报和一季报披露收官，沪市2025年和2026年一季度成绩单出炉。 截至2026年4月30日，沪市主板1706家公司披露2025年报，合计实现营业收入49.49万亿元，同比微降0.2%；实现净利润4.40万亿元，同比增长0.5%；实现扣非后净利润4.25万亿元，同比增长1.9%。产业结构向新，高技术制造业板块营收、利润均呈两位数增长。 科创板608家公司2025年共实现营业收入1.6万亿元，同比增长10.3%；净利润586.24亿元，同比增长26.6%；整体研发投入达到1892.47亿元，连续七年保持近13%的研发投入强度。集成电路、生物医药、人工智能、高端装备制造与新材料产业链企业业绩整体增势不俗。 沪市一季度业绩也同步出炉。其中，主板公司实现营收11.96万亿元，净利润1.23万亿元、扣非后净利润1.20万亿元，同比分别增长2.5%、3.4%、3.9%。除中芯国际、华虹公司、百济神州3家多地上市红筹企业外，605家科创板公司合计实现营业收入3525.77亿元，同比增长21.7%；实现归母净利润203.07亿元，同比增长207%。 受内外部多重因素影响，有小部分企业经营业绩出现分化，面临突围压力。2026年初以来，8家主板公司触及或被实施强制退市，其中7家公司锁定财务类退市，同比增长75%。 沪市主板产业结构向新 在沪市主板公司中，头部公司成业绩贡献主力。2025年，上证50公司净利润增长4.6%，上证180公司持续贡献近七成营收、超九成净利润，营收、净利润分别增长0.6%、2.8%。 拉长时间区间看，近五年沪市主板营收、净利润复合年增长率分别达4.4%、5.9%。其中上证180公司近五年营收、净利润复合增速分别达4.9%、7.3%。 实体企业2025年经营性现金净流入4.12万亿元，同比增长1.4%，覆盖利润2.4倍，同比提升21个百分点。资产负债率59.5%，总体保持稳定，融资成本2.9%，同比下降0.1个百分点。 随着产业转型升级，去年制造业营收、净利润同比分别增长5%、12%，明显高于全部实体企业，对实体企业利润贡献达36%，同比提高6个百分点。其中，高技术制造业营收、利润增速分别为11%、20%，较去年加快5个百分点、17个百分点；高技术服务业营收、净利润分别增长1...

Season two of the Oregon hospital series starts with the launch of a birthing centre. Plus, Bill Bailey’s moving portraits series. Here’s what to watch this evening 11.10pm, BBC One If the nonstop emergencies of The Pitt are a bit too unnerving, why not try a dose of Justin Spitzer and Eric Ledgin’s good (and occasionally excellent) mockumentary, set in an underfunded hospital in Oregon? As season two kicks off, Joyce is stressed about the launch of the new birthing centre, while Alex desperately tries to cling on to her blissful Hawaii holiday vibes. And Bruce’s aikido training proves useless when he’s attacked in the car park. Hannah J Davies Continue reading...