Jim Cramer on NVIDIA: “Long Knives That Have Been Out for It for so Long, They’re Gone” Yahoo Finance

Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. The company was mentioned during the episode, and Cramer said: I’d love to hear that the hyperscalers who want to spend more are already getting a return… If they […]

Intel Corporation (NASDAQ:INTC) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. Noting that many stocks related to the company got crushed, Cramer said: Can the AI-related data center stocks keep winning? Let’s talk short-term and long-term. Last week, we had […]

Jim Cramer Believes Companies Like Intel “Will Do Very Well for the Rest of the Year” Yahoo Finance

Wall Street is making history at every turn in 2026. Last week, the benchmark S&P 500 (SNPINDEX: ^GSPC) and innovation-powered Nasdaq Composite (NASDAQINDEX: ^IXIC) climbed to fresh all-time highs. But the most exciting event is yet to come. Although artificial intelligence (AI) superstars OpenAI and Anthropic are toying with the idea of going public later this year, Elon Musk's space and AI juggernaut, SpaceX, is on track to beat them to the punch. When SpaceX goes public, it's expected to obliterate the record for the largest initial public offering (IPO) . The wheels of the SpaceX IPO were put into motion on April 1 , when the company filed a confidential IPO with regulators. Based on projected timelines, SpaceX could debut as early as the latter half of June. Continue reading

Tesla, Inc. $TSLA Shares Sold by Bogart Wealth LLC MarketBeat

Earnings Call Insights: Waystar Holding Corp. (WAY) Q1 2026 Management View "Waystar delivered a solid start to the year reflecting strong execution across the business and our innovation road map as we continue to position ourselves as the market leader in delivering an end-to-end health care revenue cycle platform." (CEO & Director Matthew Hawkins) "The AI era is expanding Waystar's total addressable market opportunity meaningfully." (CEO & Director Hawkins) "Historically, revenue cycle technology addressed a roughly $20 billion software market." (CEO & Director Hawkins) "That shift unlocks a much larger opportunity, the approximately $100 billion in annual revenue cycle labor services performed across the industry today." (CEO & Director Hawkins) "AI-powered capabilities drove roughly 40% of new bookings in Q1" (CEO & Director Hawkins) and "we continue to see RFP activity shift toward platform evaluations over point solutions." (CEO & Director Hawkins) "Revenue increased 22% year-over-year in the first quarter to $314 million." (Chief Financial Officer Steven Oreskovich) "Subscription revenue of $172 million for the first quarter increased 38% year-over-year" (Chief Financial Officer Oreskovich) and "volume-based revenue of $139 million for the first quarter increased 7% year-over-year." (Chief Financial Officer Oreskovich) Outlook "We reaffirm our revenue guidance range of $1.274 billion to $1.294 billion" and "adjusted EBITDA range of $530 million to $540 million." (Chief Financial Officer Oreskovich) "While we previously communicated that we expect 1% to 3% sequential quarterly growth throughout 2026, with Q3 at the low end -- we now anticipate Q2 sequential growth to be flat to 1% and Q3 to be 1% to 3%." (Chief Financial Officer Oreskovich) Financial Results "Adjusted EBITDA of $135 million for the first quarter increased 26% year-over-year" and "the adjusted EBITDA margin of 43% was primarily driven by a shift to higher-margin solutions." (Chief Financial Of...

SAI SU PAW KA KA/iStock via Getty Images Market Overview The leadership rotation and broadening of the market that began in October continued in early 2026. Investors were encouraged by a positive ISM Manufacturing PMI® reading and other signs of economic strengthening. Simultaneously, artificial intelligence (AI) advancements intensified fears that the technology will disrupt many businesses, particularly those offering products or services that could be delivered more effectively by AI agents. This led many investors to favor shares of companies with heavy assets and low obsolescence risk, a group that market commentators began referring to as “HALO stocks.” The small- and mid-cap value segments of the market benefited disproportionately from investor interest in this cohort. However, in the final weeks of the quarter, confidence in continued economic strengthening began to erode after the start of Operation Epic Fury, a joint assault on Iran by the US and Israel. Iran responded aggressively to the attacks and effectively closed the Strait of Hormuz, a critically important shipping lane for oil, natural gas, and petrochemicals produced in the region. As prices for these commodities surged, shares of many energy and materials companies rallied, while most others, particularly the recently favored HALO stocks, declined as investors considered the possibility of a prolonged military conflict that would increase costs for the global economy and negatively impact corporate profits. Although small- and mid-cap value stocks retreated from their February highs after the commencement of Operation Epic Fury, they still outpaced other market segments by a wide margin in the first quarter. The Russell Midcap Value® Index, the Carillon Chartwell Mid Cap Value Fund’s benchmark, generated a total return of 3.7%. The best-performing sectors in the index were energy, information technology, and materials. The worst-performing sectors were financials, communication services and hea...

plusphoto/iStock via Getty Images By Kelvin Wong The Japanese yen had staged a mild gain of 0.5% to print a 5-day high of 158.96 per US dollar ex-post the Bank of Japan's (BoJ) monetary policy meeting on Tuesday, April 28, 2026. BoJ advocated a “hawkish hold” on its cash policy rate at 0.75%, with three officials dissenting (opting for a rate hike), which represented the biggest divide under Ueda’s governorship. Overall, the BoJ has continued to guide the market along the lines of its “gradual interest rate hike” stance; in turn, short-term interest rate swaps traders are pricing a 66% chance that the BoJ may enact an interest rate hike when it sets policy again on June 16, 2026. However, the gains on the yen were short-lived despite recent “stark and forceful” verbal intervention remarks made by Japan's Finance Minister Katayama on April 23 and April 28, expressing concerns on a weakening yen with authorities standing ready to respond as needed to move in the currency market around the clock. Higher oil prices and hawkish dissents in the Fed ignite another rout in JPY Fig. 1: Medium-term trends of USD/JPY & WTI crude oil with correlation coefficient as of Apr 30, 2026 (Source: TradingView) The movement of the USD/JPY has a significant direct correlation with WTI crude. They move in tandem as Japan imports approximately 95% of its crude oil from the Middle East, and oil fuels Japan’s key export-oriented sectors like automotive and manufacturing. Hence, without any clear signs from the US and Iran to reopen the Strait of Hormuz, a critical waterway for global oil and energy flows, it increases the risk of stagflation in Japan, putting the BoJ in a dilemma to maintain its “gradual interest rate hike” monetary policy stance (a negative for the JPY). The WTI crude oil has rallied by 38% since April 17, 2026 to trade at an intraday level of $110/barrel at this time of writing, erasing its losses since the start of the US-Iran ceasefire agreement on April 7. The recent ha...

Key PointsSocial Security's surplus is turning into a deficit.

The biggest US tech firms now plan to spend as much as $725 billion this year on capital expenditures, primarily on AI data center equipment. Alphabet Inc. and Meta Platforms Inc. both raised their full-year guidance for capex, while Microsoft Corp. gave its first estimate for spending through the end of December, matching Alphabet at $190 billion. Amazon.com Inc. was alone among the big four data center developers — which have come to be referred to as the industry’s hyperscalers — to keep its figures unchanged, at $200 billion, though it reported a surge in spending in the March quarter that whittled down its free cash flow. “We are increasing our infrastructure capex forecast for this year,” Meta Chief Executive Officer Mark Zuckerberg said on a call with analysts on Wednesday. The company raised the upper boundary of its planned range of spending to $145 billion. “Most of that is due to higher component costs, particularly memory pricing. But every sign that we’re seeing in our own work and across the industry gives us confidence in this investment.” The increased spending was bolstered by strong results across the four multitrillion-dollar companies, which met or exceeded expectations across a number of metrics. Still, the market reaction was not uniform, as Amazon and Alphabet delivered more impressive results than Meta, whose spending was also seen as riskier than its peers operating cloud computing services that would allow them to rent out any excess capacity. Meta Shares Plunge on Rising Concerns Over AI Spending Spree Alphabet Sales Beat Estimates on Google Cloud, AI Customers Amazon Reports Higher Spending to Fuel Cloud Unit Sales Microsoft Projects ‘Modest’ Cloud Acceleration Amid AI Jitters

ORCL vs CRM: Two Cloud Stocks Worth Adding to Your Watchlist Post Earnings Gotrade

3 AI Stocks Worth Adding to Your Watchlist After the Selloff: ORCL, NVDA, AVGO Gotrade

Anna Edwards, Guy Johnson, Tom Mackenzie and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)

格隆汇4月30日｜意大利第一季度GDP年率初值0.7%，预期0.6%，前值0.80%；季率初值0.2%，预期0.1%，前值0.30%。

Media tycoon honoured in absentia as critics decry his 20-year sentence under national security law The jailed media entrepreneur Jimmy Lai has been awarded Deutsche Welle’s freedom of speech award for his contribution to Hong Kong’s pro-democracy movement. The German public broadcaster said on Thursday that Lai would be presented in absentia with the 12th iteration of the award on 23 June at the DW Global Media Forum in Bonn. Continue reading...

格隆汇4月30日｜德国第一季度未季调GDP年率初值0.5%，预期0.3%，前值0.60%。德国第一季度季调后GDP季率初值0.3%，预期0.20%，前值0.30%。

NVIDIA (NVDA.US) makes its first move into legal AI by investing in Legora, a startup valued at $5.6 billion. Moomoo

美股盘前，高通涨约12%，公司Q2手机芯片跌13%，但CEO”看到底部”，数据中心成新救命稻草。 谷歌A涨约7%，Alphabet一季度营收超预期增长22%，AI驱动多板块业务增长，云业务大增63%。 Meta跌约7%，公司Q1营收增长33%小幅超预期，上调全年资本开支至最高1450亿美元。 亚马逊涨约2%，云业务力挺亚马逊Q1营收提速，AWS收入增速近四年最高，资本支出超预期。 微软跌约1%，公司上季营收超预期增长，Azure云收入增40%，资本支出意外放缓。

中芯國際(00981)出現大手買入8.15萬股，成交價$70.75，涉資576.612萬 AASTOCKS.com

财联社4月30日讯（记者 李洁） 华夏幸福 （600340.SH）日前披露了2025年年度业绩及2026年一季度报告。 经历了行业深度调整与自身化解风险的过程，华夏幸福最新公布的这份成绩单透露出微妙的转折信号，虽然公司净资产仍未转正，但2026年一季度已实现同比减亏。 年报 显示，2025年华夏幸福全年实现营业收入86.03亿元，净亏损达228.58亿元。截至2025年末，归属于上市公司股东的净资产为-177.43亿元，触及退市风险警示相关标准。 不过，进入2026年一季度，华夏幸福净亏损同比明显收窄。一季度报显示，公司实现营业收入8.52亿元；净亏损17亿元，较2025年同期的27亿元同比减亏约10亿元，减亏幅度达37%。 “目前华夏幸福持续落地债务重组、保交楼任务接近收官，预重整工作稳步推进，其风险化解进程进入关键阶段。”一位行业分析师表示。 虽然财务数据难言理想，但华夏幸福“保交楼”工作仍取得不小的成果。截至2026年4月一季度报告披露日，其已完成全部住宅项目的交付工作。该公司披露，目前仅剩余4个公寓项目，涉及5161套，约29万平方米待交付。 债务重组被认为是华夏幸福化解流动性危机的重要抓手，其在财报中也公布了《华夏幸福债务重组计划》及补充方案、经营债务以股抵债方案进展。 重组签约方面，截至报告披露日，华夏幸福2192亿元金融债务中，累计完成重组金额约1926.69亿元，其中境内公司债券重组371.3亿元、境外债券重组约335.32亿元。截至目前，其境 内存 续债券余额222.92亿元。 以股抵债方面，通过“幸福精选平台”“幸福优选平台” 股权 抵偿债务，累计抵偿金融债务174.54亿元、经营债务62.08亿元，债权人对应获取平台股权。资产交易与信托偿债同步落地，华夏幸福已完成丰台、国际业务部分 地产 项目等资产包交易，部分项目已完成交割；通过信托偿债方式清偿223.48亿元金融债务。 值得关注的是，财报中被认为具有未来指向性的一项信息，是关于华夏幸福预重整的推进。 2025年11月，华夏幸福被债权人申请预重整，廊坊中院受理并指定临时管理人，公司正式进入预重整程序。 本次一季报披露了预重整最新进展，临时管理人公开招募意向重整投资人的报名工作已于4月13日截止。在规定的报名截止时间内，已有部分意向重整投资人向临时管理人递交了报名材料。 分析人士认为，这意味着该...

Key market opportunities in Latin America's quick commerce include integration into super-apps and fintech ecosystems, driving growth through ecommerce and mobile usage. Partnerships and consolidation streamline operations, while expansion beyond meals into groceries and health products widens market scope. Latin American Quick Commerce Market Latin American Quick Commerce Market Dublin, April 30, 2026 (GLOBE NEWSWIRE) -- The "Latin America Quick Commerce Market Size & Forecast by Value and Volu

国防部4月30日下午举行新闻发布会，发言人张晓刚大校回答记者提问。 有记者问，近日，人民海军宣传片《向大洋》出现19岁新兵“何剑”，媒体广泛解读为这预示着海军将迎来首艘核动力航母。请问对此有何评论？ 张晓刚表示，我们始终根据国家安全需要和装备技术发展情况，综合考虑航母建设。关于这部片子，正如那句话：一千个读者眼中有一千个哈姆雷特。感谢大家的关注。