Microsoft Earnings Look Strong, But Investors Focus on Risks MarketBeat

北京时间5月1日凌晨，美股周四尾盘走高，标普500指数与纳指均创历史新高。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842.81点，涨幅为1.72%，报49704.62点；纳指涨222.37点，涨幅为0.90%，报24895.61点；标普500指数涨73.62点，涨幅为1.03%，报7209.57点。 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9%，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CNBC表示，“七大科技巨头”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？” 尽管部分科技股面临压力，该板块仍助力整体市场实现强劲的月度表现。标普500指数4月以来已上涨约10%，有望创下2020年11月以来最佳月度表现。 纳斯达克 指数涨幅约13%，有望创下2020年4月以来最佳月度表现。道指4月涨幅预计超过6%，为2024年11月以来最强月度表现。 与此同...

Key PointsPfizer persuaded three drugmakers to delay the production of generic Vyndamax.

Earnings reports are like progress reports in the sense that they require investors to digest facts and make educated guesses about the company’s future prospects. In the case of Microsoft Corp. (NASDAQ: MSFT), investors are more concerned with future risks than with solid resul

格隆汇5月1日｜美国总统特朗普：拜登执政期间，平均401K养老金每年仅增加875美元，而去年为24000美元。

Shares of Super Micro Computer (NASDAQ:SMCI) are climbing again Thursday afternoon, up about 4% to $27.40. The move extends a dramatic one-month rebound for the artificial intelligence (AI) server maker. SMCI stock is up 25% in April, recovering from a brutal stretch that included an Oracle (NASDAQ:ORCL) contract cancellation and a swarm of legal filings. ... Super Micro Computer Climbs 25% in April: 3 Reasons SMCI Is the Tech Sector’s Comeback Kid

格隆汇5月1日｜市场消息：美国总统特朗普举行新闻发布会时吹嘘大选以来股市的上涨。

Qualcomm (NASDAQ: QCOM) insider sale notice: 1682140 shares Stock Titan

EvgeniyShkolenko/iStock via Getty Images NEW YORK (April 30th)—Gross Domestic Product, or GDP, for the First Quarter of 2026 (2026Q1) printed this morning at 2.0%, somewhat below the consensus estimate of 2.3%. Real final sales to private domestic purchasers, the sum of

格隆汇5月1日｜澳元兑美元AUD/USD突破0.72，日内涨1.18%。英镑兑美元GBP/USD向上触及1.36，为2月17日以来首次，日内涨0.92%。

Earnings Call Insights: VICI Properties (VICI) Q1 2026 Management View "VICI" is "in the business of sourcing, allocating and stewarding capital, invested accretively in experiential real estate of enduring value" (CEO & Director Edward Pitoniak). "VICI had an active first

zorazhuang/iStock via Getty Images ONEOK ( OKE ) up 2.7% in Thursday's trading even as Scotiabank downgraded the oil and gas midstream operator to Sector Perform from Sector Outperform with an $89 price target, trimmed from $92, saying the shares are trading at a full valuation level largely a

Funtap/iStock via Getty Images Market review Bloomberg US Corporate Bond Index credit spreads widened 11 basis points (BPs) in 1Q26, underperforming duration-matched Treasurys by 49 bps and generating a -0.54% total return. The energy sector led performance as West Texas Intermediate (WTI) crude prices surged more than

MID-WEEK DISPATCH | Retirement Income Warrior™ Intelligence (NASDAQ:GOOG) Seeking Alpha

Luxury second homes in New York will have to be taxed at a “significant” amount to generate the $500 million of revenue the city is counting on to help close a gaping budget hole, according to a new study from New York City Comptroller Mark Levine’s office. Should the new charge be structured similarly to previous proposals, the tax would yield between $340 million and $380 million in revenue, Levine’s office found. “While the final bracket and rate schedules will differ,” from the ones used to generate the comptroller’s analysis, “the tax increases needed to generate $500 million in revenues appear significant.” The proposal to tax pricey second homes was unveiled by Governor Kathy Hochul earlier this month and promised to deliver about half-a-billion dollars each year to New York City. Hochul said the tax rates would likely be crafted deliberately in order to yield the expected revenue. Those funds are crucial to closing the city’s current $5.4 billion two-year budget deficit, Mayor Zohran Mamdani said. Read More: NYC’s Second-Home Tax Unites Mamdani, Hochul After Budget Fights Dora Pekec, a spokesperson for Mamdani, disputed the comptroller’s potential revenue estimate. “Mayor Mamdani and Governor Hochul have been clear that this pied-à-terre tax will generate $500 million in revenue annually to help close the city’s inherited budget gap,” she said. “The comptroller’s report makes one thing very clear: thoughtfully crafting and implementing this legislation will do exactly that.” Levine’s report is the most detailed analysis yet of the number of potential properties that could be subject to a second-home tax, although the structure is still under debate as part of the state budget negotiations. Impacted Properties The analysis looked at New York City properties that have assessed values larger than $300,000 and market values of at least $5 million to determine a universe of possible homes that would be subject to the fee. That amounted to 19,000 or roughly 1.5% o...

“我将取消与苏格兰同肯塔基州在威士忌和波本威士忌方面开展合作能力有关的威士忌关税和限制，”美国总统特朗普在Truth Social上发帖称。 此举是在英国国王查尔斯访问美国之后做出的。 特朗普称此举是为了“向（英国）国王和王后致敬”。 责任编辑：何云

Why Microsoft Stock (MSFT) Tumbled Today and Why J.P. Morgan Says ‘Buy the Dip’ TipRanks

Teams are working through the night to limit most of the damage to the surrounding area.

美国历史上持续时间最长的部分政府停摆即将结束。众议院周四通过了国土安全部大部分机构的拨款法案，距离运输安全管理局工作人员领不到工资进而可能使机场陷入混乱，只剩下几天时间。 参议院数周前已一致通过这项拨款方案，白宫也表示，美国总统特朗普将签署该法案。 这项法案将为国土安全部除移民与海关执法局和边境巡逻队之外的所有机构提供资金。共和党人计划在未来一项由党派推动的法案中处理增加移民执法资金的问题。 民主党人表示，在执法策略不作出调整的情况下，他们不会支持特朗普打击移民的行动，这导致了始于2月14日的政府停摆。 在停摆初期，运输安全管理局员工因抗议领不到工资而请病假，促使特朗普在3月下旬下令，从其他资金中向机场安检人员发放薪酬。 白宫本周在一份备忘录中警告国会，这些资金正迅速耗尽，如果国会不采取行动，运输安全管理局安检人员和其他工作人员将在5月份拿不到工资。移民与海关执法局和边境巡逻队的相关活动资金已由特朗普2025年税收和支出法提供，因此从未面临无薪工作的情况。 随着机场进一步陷入混乱的威胁逼近，共和党人本周克服内部分歧，推进一项计划，拟利用党派预算程序，在特朗普剩余任期内额外拨款700亿美元用于移民突击搜查。特朗普已敦促议员迅速推进这项措施，并避免围绕税收和支出削减问题爆发更广泛的政策争论。 在国土安全部执法人员于明尼苏达州杀害两名美国公民事件的推动下，民主党人要求对移民与海关执法局的执法活动施加限制，包括禁止蒙面，以及进入私人住宅前必须取得司法授权令。 尽管政府停摆已持续数月，特朗普政府仍未同意民主党人所要求的任何针对移民与海关执法局执法策略的调整。 责任编辑：何云

(RTTNews) - Schneider Electric SE (SBGSF) on Thursday said its first-quarter revenues rose 4.7% on a reported basis, supported by broad-based growth across all business segments.

Mark Zuckerberg and Tim Cook aren’t planning a bid for the NFL’s Seattle Seahawks. Reports surfaced Thursday linking the two tech titans to the National Football League team, which is currently up for sale and expected to fetch a price that could surpass $10 billion. But Zuckerberg, Meta Platform Inc.’s chief executive officer, and Apple Inc. CEO Cook aren’t interested in buying the football team, which won the league championship in February’s Super Bowl. “Glad we could intercept the rumors on this one: Mark is not making any investment or bid for the Seattle Seahawks,” a Meta spokesperson said. Separately, a person familiar with Cook also denied he was making a bid for the team. In September, Cook is leaving his post after 15 years leading Apple. The Seahawks’ sale is expected to be the largest ever deal for an NFL franchise. The team is currently owned by the estate of the late Microsoft Corp. co-founder Paul Allen , who died in 2018. His sister Jody Allen has been running the team as the executor of the estate, and is overseeing the selling of his assets to raise money for charity.

格隆汇5月1日｜美国总统唐纳德·特朗普周四宣布，“为了向英国国王和王后致敬……我将取消与苏格兰和肯塔基州在威士忌和波旁威士忌领域合作相关的威士忌关税和限制。”特朗普提到，许多人“很久以来”都想这样做。他还说，英国国王和王后“几乎没怎么开口”就促成了此事。特朗普对英国王室成员访问白宫表示满意。

Alphabet (GOOGL) has the most popular search engine, is a hyperscaler, and one of the best-positioned companies in the artificial intelligence race. The company classifies its two revenue streams as Google Cloud and Google Services. The stock is up about 17.8% year to date, at the time of writing, ...

Amazon’s Cloud Backlog: New Bull Case for AMZN Stock Growth Watcher Guru

中国地震台网正式测定：5月1日2时21分在广东梅州市平远县（北纬24.78度，东经115.78度）发生3.3级地震，震源深度6千米。（央视新闻）

格隆汇5月1日｜美国烈酒公司百富门（Brown-Forman）股价上涨2%，特朗普表示将取消部分与威士忌相关的关税。

Key PointsTim Cook will leave Apple with shareholders' high regard because he's steered the company to phenomenal returns during his 15-year stint as CEO.

watch now VIDEO 24:49 24:49 Inside Wealth: Thiel Capital Managing Director Jack Selby on investment opportunities Inside Wealth A potential pullback by Middle East sovereign wealth funds could drain hundreds of billions of dollars from the artificial intelligence boom and threaten key data center projects, according to tech investor Jack Selby. Middle East investors — including sovereign wealth funds and government entities — account for roughly a quarter of global investments committed to AI over the next five years, said Selby, managing director of Peter Thiel's family office, Thiel Capital. If the war in Iran drags on, and the United Arab Emirates, Saudi Arabia and other countries divert their investments to rebuilding at home, the lost capital could ripple through data centers as well as public and private tech companies, he said. "I think markets have underappreciated how important the Middle East region is for capex spending as it relates to AI and AI infrastructure," Selby told CNBC in an interview. "If the Middle East starts taking some of these projects offline or canceling some of these projects, the impact on the market could be much, much, much larger than what they currently suggest." Selby's warning has implications for high-net-worth investors, family offices and funds betting on the AI trade. A Wall Street Journal report this week about missed revenue targets at OpenAI rattled tech and chip stocks. Selby said the Middle East poses another funding risk, as AI companies grew more dependent on the region for capital. Oracle, Nvidia and Cisco are part of OpenAI's campus in the UAE to build out 5 gigawatts of capacity. Microsoft plans to invest $15 billion in the UAE by 2029. The sovereign wealth funds of the UAE and Saudi Arabia have become key investors in private AI companies, with OpenAI reportedly seeking $50 billion from the big funds in the region earlier this year. Get Inside Wealth directly to your inbox The Inside Wealth newsletter by Robert Fra...

Earnings Call Insights: NovoCure Limited (NVCR) Q1 2026 Management View “The leading news in the quarter was the FDA approval and subsequent U.S. launch of Optune Pax for patients with locally advanced pancreatic cancer.” (Executive Chairman William Doyle) “In the

Major news organizations, including CNN, NBC and USA Today, have joined an effort to curb the storage of their content in a web archive used by artificial intelligence companies for training chatbots. Those outlets are part of a group of 20 publishers who have opted out of having their content saved in an online repository maintained by the nonprofit Common Crawl, according to a letter reviewed by Bloomberg. The News/Media Alliance , which represents newspapers and magazines, sent the letter Wednesday to Common Crawl urging them to honor publishers’ requests to remove content from dozens of their websites and prohibit the unauthorized use of their work, including for AI purposes. “AI developers, including some of the most powerful tech companies on earth, are in fact using Common Crawl’s content to power their commercial AI tools and products – causing significant harm to our members,” the nonprofit wrote. Common Crawl declined to comment on the letter. Danielle Coffey , president and chief executive officer of News/Media Alliance, said she found out about the rampant use of Common Crawl data in AI training about three years ago. “We do view this type of use of our content without permission as a copyright violation,” she said in an interview. Founded in 2007, Common Crawl uses a bot to traverse the web and download data in order to create a digital archive that anyone can access. Some companies, including OpenAI , Google and Meta Platforms Inc. have used this trove of content to develop chatbots like ChatGPT. Common Crawl has also received donations from AI companies, including OpenAI and Anthropic PBC . News outlets have been concerned that chatbots and AI-powered search results will steal their content, cut into web traffic and cost them valuable advertising dollars. New York Times Co. sued Microsoft Corp. and OpenAI over alleged copyright infringement that caused billions of dollars in damages. The newspaper claimed that its news articles were scraped from the w...