Conference Call and Webcast scheduled for tomorrow, May 1, 2026 at 10:00 am PT Conference Call and Webcast scheduled for tomorrow, May 1, 2026 at 10:00 am PT

In this article AMZN CSCO AAPL GOOGL HPQ MSFT DELL Follow your favorite stocks CREATE FREE ACCOUNT Intel's CEO Lip-Bu Tan speaks at the company's Annual Manufacturing Technology Conference in San Jose, California, U.S. April 29, 2025. Laure Andrillon | Reuters Intel is on a winning streak unlike any since it became one of the first companies to go public on the Nasdaq nearly 55 years ago. The chipmaker's stock soared 114% in April, closing out its best month on record. It's been an extended rally for Intel, which has enjoyed two of its best days ever in the last seven months, including a 24% jump on April 24, following a blowout earnings report. The stock rose to a record that day for the first time since 2000, and then continued to rise. Intel is in the midst of a turnaround after years of delayed launches and disappointing yields that saw it fall far behind manufacturing leader Taiwan Semiconductor and chipmaker Nvidia in the race to power artificial intelligence. Wall Street appears convinced the tide may be turning, with Intel's latest 18A chips showing real promise as they churn out of the company's new Arizona plant . At the same time, agentic AI is spinning up a major resurgence in demand for Intel's core product, the central processing unit. Bank of America predicts the CPU market could more than double by 2030, and Nvidia told CNBC in March that "CPUs are becoming the bottleneck" for AI. "The CPU is reinserting itself as the indispensable foundation of the AI era," Intel CEO Lip-Bu Tan said on the company's earning call last week, adding that demand for its data center CPU exceeds supply. Tan was tapped as CEO in March 2025, three months after Intel ousted Pat Gelsinger, whose four-year tenure was marred by turmoil. Intel's stock plummeted 60% in 2024, its worst year ever . Since then, it's almost quintupled, lifting Intel's market cap past $470 billion. Stock Chart Icon Stock chart icon Intel's 5-year stock chart While Intel's financials are showing signs ...

北京时间5月1日凌晨，美股周四收高，标普500指数与纳指均创历史新高。 标普指数 创2000年以来最大月度涨幅。投资者将注意力转向 亚马逊 、 谷歌 母公司Alphabet和 礼来 等企业巨头强劲的业绩表现，暂时搁置了对中东局势及通胀前景的担忧。 道指涨790.33点，涨幅为1.62%，报49652.14点；纳指涨219.07点，涨幅为0.89%，报24892.31点；标普500指数涨73.06点，涨幅为1.02%，报7209.01点。 在4月份，三大股指均录得较大涨幅。道指上涨7.14%。纳指上涨15.29%，创下2020年4月以来最佳月度表现。标普500指数上涨10.42%，创2000年11月以来的最大月底涨幅。 卡特彼勒 股价周四飙升10%，因该公司季度业绩超出预期，提振了道指。这家被视为全球经济风向标的工业巨头还上调了全年营收展望。这份报告为一季度增长令人失望的美国经济带来了一线希望。美国商务部周四报告称，第一季度GDP年化增长率为2%，虽高于2025年第四季度的0.5%，但低于2.2%的预期。 与卡特彼勒一起，Alphabet股价上涨10%，为整体市场提供了支撑。该公司第一季度营收超出预期，并将2026年资本支出指引上限提高至1900亿美元。 分析师称，这种“财报为王”的行情表明，强劲的企业盈利能力暂时压过了地缘政治风险。此前，由于美伊对峙及霍尔木兹海峡航运中断，布伦特原油价格一度触及126美元/桶，为油价带来上行压力并引发通胀担忧。 然而，并非所有个股都受到追捧。 微软 和Meta Platforms因大幅上调人工智能基础设施资本支出指引而遭遇抛售，其中Meta股价跌近9%，因投资者担忧巨额投入的回报周期及用户增长放缓，该公司还上调了全年资本支出。 微软也面临类似担忧，该公司表示由于内存成本高企，支出将达到1900亿美元。 Facet首席投资官Tom Graff对媒体表示，美股“七巨头”财报中最值得注意的是，我们并没有得到任何新信息。他指出，虽然从GDP角度看，这些超大规模企业“在物理基础设施上投入这么多资金”是积极的，但其他担忧依然存在，包括公司估值问题。 Graff表示：“我们将持续纠结的问题是：这些人工智能支出最终是否会转化为软件般的利润率，还是说不会，我们需要重新审视这些倍数？” 与此同时，油价周四逆转走势，布伦特原油期货下跌3%，交投于114美...

当地时间4月30日，伊朗外交部发言人巴加埃发表声明表示，以色列在国际水域袭击“全球坚韧船队”并强行拘押支持加沙民众的人士，属于“海盗行为和恐怖行径”，对此予以强烈谴责。据悉，以色列海军扣押了175名试图突破其对加沙地带海上封锁的船队活动人士。巴加埃指出，该国际行动由来自数十个国家的支持巴勒斯坦事业人士参与，旨在打破对加沙地带的封锁并向当地民众提供人道援助。他表示，对该船队的袭击不仅是对人道救援行动的打击，也是对人类良知和共同价值的冲击。（央视新闻）

As Qualcomm Surges on Data Center Demand, Should You Chase QCOM Stock Here? Barchart.com

Qualcomm stock is rallying as management confirms the company has secured a hyperscaler as a custom silicon client. But does that warrant buying QCOM shares despite muted Q1 earnings?

As Qualcomm Surges on Data Center Demand, Should You Chase QCOM Stock Here? Yahoo Finance

As Qualcomm Surges on Data Center Demand, Should You Chase QCOM Stock Here? Barchart

Reddit Inc. projected sales in the current period that surpassed Wall Street estimates, continuing a streak of strong revenue growth powered by the company’s surging advertising business. Revenue in the second quarter will be $715 million to $725 million, San Francisco-based Reddit said Thursday in a statement. Analysts, on average, projected $714 million, according to data compiled by Bloomberg. First-quarter sales gained 69% to $663 million, easily outpacing the average estimate of $609.3 million. The report marked the seventh consecutive quarter that the social forum posted revenue growth above 60%. The shares rose about 7% in extended trading after closing at $147.23 in New York. The stock has dropped 36% so far this year. Reddit, which listed on the stock exchange two years ago, has been focused on expanding its user base and diversifying its advertising business, which drives most of the company’s revenue. Reddit’s business is still heavily dependent on a small group of top advertisers, but the company has worked to differentiate its offerings from other ad-based networks by leaning into its library of discussion forums , which help advertisers target people already showing an interest in a particular topic. More than 20% of the company’s 2025 revenue came from its top 10 largest advertisers, according to a corporate filing. Jen Wong , Reddit’s chief operating officer, said in an interview that the company continues to acquire more advertisers in “every vertical and geography,” adding that Reddit’s international sales increased 76% in the first quarter. Reddit’s user growth was in line with Wall Street expectations, increasing 17% year-over-year to 126.8 million unique visitors each day. Though Reddit’s ads business keeps growing, investors remain curious about how the company will take advantage of the artificial intelligence boom. Reddit has struck data licensing deals with OpenAI and Alphabet Inc. ’s Google worth hundreds of millions of dollars, and has alr...

Assets Under Management grew to $18.3 billion, an increase of $0.8 billion Enhanced Income Series™ ETFs surpassed $300 million and gained approval on its first major wirehouse platform Westwood Energy Secondaries Fund II's final close exceeded $300 million in capital commitments Institutional reported gross sales of $322 million, including our first institutional MIS client

Cardano (CRYPTO: ADA) , the governance-focused token created by Ethereum 's (CRYPTO: ETH) co-founder Charles Hoskinson, started trading at about $0.02 in Oct. 2017. By September 2021, it had reached a record of $3.10 per token -- so a $10,000 investment in its market debut would have blossomed to $1.55 million in less than four years. But today, Cardano trades at about $0.25, so that investment would have withered to $125,000. So could Cardano bounce back and generate millionaire-making returns again? Let's see what it would take for this oft-overlooked cryptocurrency to bring back a stampede of bulls. Image source: Getty Images. Continue reading

In this article RDDT Follow your favorite stocks CREATE FREE ACCOUNT Steve Huffman, co-founder and CEO of Reddit, speaks during the WSJ Tech Live conference hosted by The Wall Street Journal at the Montage Laguna Beach in Laguna Beach, California, on Oct. 21, 2024. Frederic J. Brown | Afp | Getty Images Reddit reported better-than-expected profit and revenue in its first-quarter earnings report on Thursday, and also issued an optimistic forecast. The stock jumped 6% in extended trading. Here's how the company did compared with LSEG estimates: Earnings per share: $1.01 vs. 58 cents expected Revenue: $663 million vs. $611 million expected Revenue jumped 69% in the quarter from $392 million a year earlier, Reddit said in an earnings release. Net income soared to $204 million, or $1.01 per share, from $26 million, or 13 cents per share, a year ago. Reddit said second-quarter sales should be in the range of $715 million to $725 million, ahead of analyst estimates of $712 million. Adjusted earnings will be between $285 million and $295 million, topping the $276 million average estimate. The strong results continue a trend in online advertising. Meta and Alphabet , the leaders in digital ads, both beat on revenue in their earnings reports on Wednesday, showing their fastest growth in years. They also revealed plans to increase the amount of money they're spending on artificial intelligence infrastructure. Alphabet shares rose Thursday, while Meta shares sank, underscoring investor concerns about the Facebook-parent's hefty AI spending and its lack of a cloud business. Reddit's daily active unique users, or DAUq, rose 17% year-over-year to 126.8 million for the quarter, ahead of analyst estimates of 125.9 million. Average revenue per user, or ARPU, was $5.23, topping analyst estimates of $4.81. The company's U.S.-specific ARPU came in at $9.63, ahead of the $8.53 that Wall Street was projecting. "Reddit is a one-of-one business powered by deeply engaged communities and auth...

(RTTNews) - Western Digital Corp (WDC) reported a profit for its third quarter that Increases, from last year

Is Intel Stock Heading to $150 in 2026? Yahoo Finance

利弗莫尔中概股龙头指数收涨1.66%，热门中概股多数上涨。

当地时间4月30日，美国总统特朗普在白宫记者会上表示，部分欧洲盟友在对伊朗问题上“没有提供帮助”，并点名西班牙和意大利“表现不佳”。他称，美国在处理中东局势时“并不依赖他国”，并表示此前曾测试盟友意愿，但多数国家选择“不介入”。特朗普指出，美国在伊朗问题上已具备“完全掌控力”，称无需外部支持即可完成军事行动，并再次强调伊朗“不能拥有核武器”。他在被问及是否会像对德国一样，调整在欧洲的驻军部署时，特朗普表示“很可能会这么做”，暗示可能考虑从西班牙和意大利撤出部分美军。（央视新闻）

(RTTNews) - Amgen Inc. (AMGN) announced a profit for its first quarter that Increases, from last year

西部数据第三财季净营收33.4亿美元，同比增长45%，分析师预期32.3亿美元。 第三财季GAAP毛利润率50.2%，非GAAP毛利率50.5%。 预计第四财季营收将同比增长36%-44%。 预计第四财季运营开支3.85亿-3.95亿美元，预计调整后毛利润率51%-52%。 西部数据（WDC）美股盘后跌超6.44%。

Intel's stock more than doubles in April for best month in chipmaker's 55 years on Nasdaq CNBC

格隆汇5月1日｜巴西总统卢拉：本周我们将宣布将汽油混合比例从30%提高至32%。

photosvit/iStock Editorial via Getty Images The Iran conflict and soaring fuel prices were supposed to slow down travel demand, but Royal Caribbean Cruises ( RCL ) is full-speed ahead. The cruise line just set lofty goals for 2026 while the stock was trading down around yearly lows. My investment thesis remains ultra Bullish on Royal Caribbean. Source: Finviz Cruising Thru Q1 Royal Caribbean reported a solid Q1'26 with profits humming along above estimates as follows: Source: Seeking Alpha The cruise line only beat revenues by $20 million for a still solid 12.5% growth rate. The key is that net yields jumped 3.6% in the quarter, leading to the big $0.40 EPS beat. The last quarter wasn't as impacted by higher fuel costs, but Royal Caribbean forecasts fuel costs to reach $1.35 billion for the year even with 59% of remaining demand for 2026 hedged at below-market rates. The cruise line only spent $1.15 billion on fuel last year while capacity is up 8% in Q1. The company is hedged for nearly 50% of fuel consumption next year at an average cost per metric ton of $408 versus current prices, net of hedging, at $613 per metric ton. The travel industry has generally moved away from hedging due to the complexity, but Royal Caribbean appears to have a great benefit here due to the hedging program at much lower prices. The cruise line continues to see strong bookings, with Royal Caribbean ending April with a similar booked position to 2025, but at higher prices. The cruise line has even faced disruptions for key Mediterranean itineraries due to higher overall travel costs with increased airfares and flight disruptions, yet the company is full-speed ahead with double-digit revenue growth. Right On Path Despite all the disruption with higher fuel prices, Royal Caribbean still forecast double-digit earnings growth this year. The company forecasts a new EPS target of $17.30 at the midpoint with an estimated fuel rate impact of $0.62. Source: Royal Caribbean Q1'26 presentation The o...

Rightwing justices ordered Louisiana in 6-3 vote to redraw congressional maps in blow to the Voting Rights Act The US supreme court issued a landmark ruling on Wednesday, Louisiana v Callais, relating to how states draft congressional maps under the key civil rights statute, the Voting Rights Act. By a margin of 6-3, the rightwing justices who control America’s top court ordered Louisiana to redraw congressional maps that gave African Americans the chance to elect their candidates of choice proportionate to their population size. The majority dismissed this as an “unconstitutional racial gerrymander”. Continue reading...

Image source: The Motley Fool. Thursday, April 30, 2026 at 10:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Image source: The Motley Fool. Thursday, Apr. 30, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

美国国防部长赫格塞思4月30日在国会作证时称，美国与伊朗停火4月8日生效，意味着总统特朗普对伊朗采取军事行动的60天法律期限已“暂停或中止”，特朗普政府眼下无需就对伊朗军事行动寻求国会授权。根据美国1973年通过的《战争权力法》，总统在首次通知国会动用军事力量后，应在60天内决定停止该军事行动或者寻求国会授权继续作战。特朗普政府3月2日正式告知国会对伊朗发起军事行动，由此推算的60天法律期限将于5月1日到期。（新华社）

DexCom press release ( DXCM ): Q1 Non-GAAP EPS of $0.56 beats by $0.09 . Revenue of $1.19B (+14.4% Y/Y) beats by $20M . 2026 Annual Guidance Dexcom is raising fiscal year 2026 guidance for Non-GAAP Operating Margin and Adjusted EBITDA Margin, and reiterating guidance for Revenue and Non-GAAP Gross Profit Margin at the following levels: Revenue of $5.16 - $5.25 billion (approximately 11-13% growth) Non-GAAP Gross Profit Margin of approximately 63-64% Non-GAAP Operating Margin of approximately 23-23.5% Adjusted EBITDA Margin of approximately 31-31.5% More on DexCom DexCom: Gaining Favor, With Useful Tailwinds To Support It Even Further DexCom, Inc. (DXCM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript DexCom, Inc. (DXCM) Q4 2025 Earnings Call Transcript DexCom Q1 2026 Earnings Preview Nasdaq rebounds to end flat as chip, AI-related stocks recover after Trump's speech

高盛集团的Jim Covello表示，希望在人工智能基础设施建设热潮中获利的投资者，应当偏向大举支出的“超大规模云服务商”，而不是芯片制造商。 身为股票研究联席主管、同时也是资深半导体分析师的Covello周四在一份致客户报告中写道：“我们建议做多超大规模云服务商，低配半导体股。这个观点的出发点是，市场已经在相当程度上体现了对超大规模云服务商投资回报率的怀疑，这一点已经在该板块估值倍数显著压缩上反映出来。” Covello的这一判断与近期的交易趋势背道而驰 ：过去几个月，半导体一直是市场青睐的人工智能投资标的，而超大规模云服务商——包括科技巨头亚马逊、甲骨文、微软、Alphabet和Meta Platforms Inc．——则表现落后，因为投资者质疑它们在数据中心上的巨额资本支出。 费城证交所半导体指数，也就是SOX，过去一年已飙升近150%。 Covello认为，这一相对价值交易有两种可能带来回报的情景。第一种情景是，超大规模云服务商开始展现出正面的投资回报率，使投资者对其支出的担忧减轻，并推动股价上涨，从而令这些公司的估值回升。他说，芯片股的上行空间会更小，因为市场已经奖励了这一板块。 第二种利好情景则是，超大规模云服务商的投资回报率仍然面临挑战，迫使它们缩减支出。 他说：“我们认为，这是这一交易思路下的最佳情景，因为我们认为，随着现金流前景改善，超大规模云服务商将出现显著的担忧减轻类型的反弹，而半导体股将受到重大冲击，因为超大规模云服务商资本支出下降会对它们的收入造成负面影响。” 目前，半导体制造商的估值已处于高位，而大型科技公司的估值则低于其历史常态。SOX的12个月远期市盈率已升至近24倍，而其10年平均预期市盈率为19倍。虽然按照这一指标，超大规模云服务商目前的估值也是24倍，但鉴于其经常性现金流和增长前景，这一类公司通常享有更高估值。 Covello补充说，唯一可能的负面情景是“维持现状”，也就是超大规模云服务商尽管面临投资回报率挑战，仍继续大手笔支出，在支撑半导体公司估值的同时，挤压自身的现金流状况。 资本支出一直是美国大型科技股的一大拖累，投资者担心人工智能推动的支出将超过现金流。早在2月份，美国银行的一项调查就显示，创纪录数量的投资者警告称企业支出过度，其中四分之一的受访者将“人工智能泡沫”视为市场面临的首要尾部风险。 责任编辑：丁文武

May NY world sugar #11 (SBK26 ) on Thursday closed down -0.10 (-0.68%), and Aug London ICE white sugar #5 (SWQ26 ) closed down -5.90 (-1.33%). Sugar prices gave up an early advance on Thursday and settled lower after the USDA said it expects a 2026/27 sugar surplus in India...

July ICE NY cocoa (CCN26 ) on Thursday closed up +159 (+4.66%), and May ICE London cocoa #7 (CAK26 ) closed up +104 (+4.13%). Cocoa prices rallied sharply on Thursday, with NY cocoa posting a 2-week high and London cocoa posting a 2.5-month high. Signs that consumer demand for chocolate...

July arabica coffee (KCN26 ) on Thursday closed down -5.15 (-1.77%), and July ICE robusta coffee (RMN26 ) closed down -81 (-2.35%). Coffee prices tumbled to 1-week lows on Thursday and settled sharply lower amid expectations of a bigger Brazil coffee crop. The Coffee Trading Academy projects Brazil's 2026/27 coffee...