"We Can't Move Forward": Brookfield-Backed Compass Abandons Virginia Data Center Project Compass Datacenters is abandoning a massive data center project in Northern Virginia after what Bloomberg described as "intense pushback from local residents." The retreat comes as local opposition to data center buildouts accelerates nationwide, with residents increasingly furious over surging power demand, soaring electricity bills, land-use battles, and transmission lines cutting through neighborhoods and farmland. We were the first to describe the epicenter of the data center buildout revolt in the Mid-Atlantic area, all the way back in the summer of 2024. This is happening as the AI infrastructure boom collides with local resistance. Many Marylanders were upset about transmission lines and rising power bills, some of which were not necessarily due to data centers, but rather failed "green" policies by the far-left regime in Annapolis . The Brookfield-backed data center company told Bloomberg, "Compass has reached the unfortunate conclusion that we cannot move forward. While we still believe this project offered significant benefits for the region and our neighbors, recent legal actions and compounding regulatory hurdles have effectively closed a viable path forward." Compass Datacenters was planning to develop more than 800 acres in Prince William County as part of the proposed 2,100-acre Digital Gateway corridor. The project, along with a neighboring QTS development backed by Blackstone, would have created one of the world’s largest data center hubs to expand Northern Virginia’s global data dominance. Earlier this month, Chamath Palihapitiya, founder of Social Capital and co-host of the All-In Podcast, warned on X that polling data shows data centers are more disliked than ICE by the American people. Palihapitiya posted the polling data: He warned that local opposition is growing against data centers: Meanwhile, our most recent report shows that nearly half of U.S. data ce...

As widely expected, the Federal Open Market Committee held the Fed funds rate steady in Jerome Powell's final meeting as Chair. The decision and the press conference, which often swing markets, barely registered with investors today as the outcome was expected and already priced in. However, in his swansong as Chair, Powell did share some commentary on the situation in the Middle East that is worth heeding for investors wondering how to respond to the situation in Iran. Continue reading

Microsoft Corporation (MSFT.US) FY Capex Reaches USD190B, AI Annualized Revenue Expected at USD37B AASTOCKS.com

Meta Platforms (META) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates Yahoo Finance

GMO Quality Fund's Oracle Corp(ORCL) Holding History GuruFocus

Microsoft (NASDAQ:MSFT) executives told investors the company delivered a “record third quarter,” fueled by continued demand for cloud services and accelerating adoption of its AI offerings, while acknowledging that capacity constraints and heavy infrastructure investment remain central themes headi

Meta Platforms (NASDAQ:META) executives struck an upbeat tone on the company’s first-quarter 2026 earnings call, pointing to growing engagement across its apps, accelerating AI product development, and a major step-up in infrastructure investment tied to model training and inference capacity. CEO M

Meta Platforms Q1 Earnings Call Highlights Yahoo Finance

Higher-for-longer oil prices threaten a faster rise in emerging Asian bond yields, if history is any guide — a risk market watchers say isn’t yet fully priced in. The vulnerability of regional bonds to oil price shocks could intensify over time, a Bloomberg analysis of previous four scenarios since 2017 shows. Average 10-year yields in the region may climb 16 basis points for every 10% increase in Brent oil prices as the Iran conflict enters the third month, the study shows. That pace exceeds the average 14 basis points increase recorded for every 10% rise in oil prices in the first two months of the conflict. With a peace deal between US and Iran in limbo and the Strait of Hormuz in an extended blockade, traders are preparing to recalibrate their portfolios as the fiscal fallout from the surge in crude prices deepens. “The market does not seem to be fully pricing the potential deterioration in fundamentals that a protracted conflict in the Middle East could bring,” said Anthony Kettle , senior portfolio manager at RBC Bluebay Asset Management. Beyond energy, he warned that disruptions to petrochemical and fertilizer supplies could hit growth and trigger stagflation. The Bloomberg analysis of past energy shocks show emerging-market bond reactions intensifying over a 12-week horizon. In emerging Asia, 10‑year yields rose an average of just two basis points for every 10% increase in oil prices in the first month, before gaining 13 basis points by week eight and roughly 16 basis points by week 12. This pressure is already surfacing in local bond markets as rising crude costs drive up headline inflation. Higher prices also increase the risk of higher debt issuance, as governments boost fuel subsidies to mitigate public discontent. Yields in the Philippines have risen the most in Asia since the conflict broke out, with the nation’s central bank signaling more interest rate hikes following a 25-basis-points increase last week to tame oil-led inflation. Investors will be m...

格隆汇4月30日｜巴西央行周三连续第二次会议将利率下调25个基点，同时对未来政策调整持开放态度，评估中东冲突对经济的影响。巴西央行决策委员会(Copom)一致投票决定将指标利率Selic下调至14.50%。路透调查的35位经济学家中有31人之前预期会降息。决策者们重申，在实施货币政策时需保持冷静与审慎。他们在政策决议中写道：“未来利率调整举措可纳入有关中东冲突深度与持续时间的新信息。”巴西央行官员表示，极度紧缩的政策立场为他们提供了放松政策的空间。自去年7月以来，他们一直将Selic利率维持在近20年高位。但决策者似乎承认，若美伊冲突长期持续，可能会缩短降息周期。巴西央行周三将其2027年通胀预测从3月货币政策报告中的3.3%上调至3.5%，并将今年的通胀预期从3.9%上调至4.6%。

当地时间4月29日，据美国方面消息，就在美国总统特朗普宣布霍尔木兹海峡“完全开放，随时可供通航”仅仅几周后，该海峡的航运交通却陷入停滞。面对这一局面，美国政府目前正呼吁其他国家加入一个新的国际联盟，旨在确保船只能够在该水道上恢复航行。这项名为“海上自由架构”的倡议，详载于美国国务院28日发给驻外使领馆的一份内部电报中。该电报敦促美国外交官向各国政府施压，争取其加入该联盟。据这份电报披露，这一由美国主导的联盟将负责共享情报、协调外交行动以及执行制裁措施。(央视新闻)

格隆汇4月30日｜乘联分会秘书长崔东树发文称，中国车市近几年走势总体较好，份额持续提升，2020年以来中国的世界份额持续提升，到2023年达到33.8%，2024年中国车市达到34.2%，2025年中国车市达到世界35.4%，2026年中国车市达到世界31.5%，较2025年下降4个百分点。从目前集团综合表现来看，中国自主品牌全面提升世界份额。国际头部车企份额明显下降，中国车企普遍表现较强。今年1—3月的世界前10车企中2家中国车企的份额是较强的，吉利第6位，奇瑞第10位，比亚迪下降到世界第11位。电动化发展也导致部分国际车企逐步走向衰落。除了铃木等印度市场较好的因素促进，其它国际品牌份额出现全面较大的下滑。

格隆汇4月30日｜欧元斯托克50指数期货下跌0.2%，德国DAX指数期货下跌0.2%，富时指数期货持稳。

Harbor Large Cap Value Fund's Alphabet Inc(GOOG) Holding History GuruFocus

格隆汇4月30日｜据深圳特区报，近日，深圳罗湖区图书馆完成全业务链条鸿蒙系统适配，标志着全国首个鸿蒙图书馆正式落地。这是罗湖继鸿蒙政务、医疗之后，将鸿蒙技术向文化民生延伸的关键实践。市民在图书馆内使用鸿蒙系统进入微信公众号即可一键完成书目检索、预约续借、费用缴纳、数字资源阅览等全量服务，所有功能秒级响应。

格隆汇4月30日｜盈趣科技早间公告，公司于2026年4月29日收到深交所出具的《关于厦门盈趣科技股份有限公司申请向特定对象发行股票的审核中心意见告知函》，深交所发行上市审核机构对公司向特定对象发行股票的申请文件进行了审核，认为公司符合发行条件、上市条件和信息披露要求，后续深交所将按规定报中国证监会履行相关注册程序。

乘联分会秘书长崔东树发文表示，2025年全球汽车销量9689万台，同比增长6%。2026年3月的世界汽车销量达到858万台，同比下降3%。2026年1-3月世界汽车销量达到2240万台，同比降2%。由于中国车市的年初增速低于预期，2026年1-3月世界车市销量增长放缓明显。中国车市近几年走势总体较好，份额持续提升，2020年以来中国的世界份额持续提升，到2023年达到33.8%，2024年中国车市达到34.2%，2025年中国车市达到世界35.4%，2026年中国车市达到世界31.5%，较2025年下降4个百分点。（第一财经）

格隆汇4月30日｜英国首相斯塔默29日说，他已主持召开英国政府紧急事务委员会会议，并将于30日召集刑事司法机构开会，以确保伦敦戈尔德斯格林地区发生的持刀恐袭案得到有效、快速处理。 斯塔默表示，这起事件并非孤立事件，而是近期针对犹太社区一系列袭击中的最新一起。 英国警方当天已将这起袭击定性为“恐怖主义事件”。英国最高反恐警官劳伦斯·泰勒说，事件发生在当天上午11时16分左右，两名年龄分别为76岁和34岁的男子受伤并被送医，一名45岁男子因涉嫌谋杀未遂而被捕，案件由英国反恐警察处主导调查。 伦敦警察局局长马克·罗利说，嫌疑人有严重暴力和精神健康问题史。

Microsoft on Wednesday reported better-than-expected quarterly results and issued a strong forecast for its all-important Azure cloud unit. But key debates hanging over the stock weren't put to bed, resulting in a muted reaction in extended trading. Here's a look at some of the key metrics in Microsoft's fiscal 2026 third quarter versus the Wall Street consensus: Revenue in the three months ended in March rose 18% year over year to $82.89 billion, beating the LSEG consensus estimate of $81.39 billion. Earnings per share (EPS) totaled $4.27, up 23.4% from a year earlier, topping the $4.06 consensus, according to LSEG. Azure cloud revenue growth on a constant currency basis came in at 39%, versus the FactSet consensus of 38%. On a reported basis, Azure cloud revenue was up 40%, ahead of the FactSet consensus of 39%. MSFT 1Y mountain Microsoft's stock performance over the past 12 months. Bottom line Let's call it a step in the right direction. There were some positives, led by the Azure growth guidance for the current quarter. But there were also some reminders about why Microsoft had become such a battleground stock in the first place — in particular, concerns about the viability of highly profitable seat-based software business models. With all these puts and takes, it's not surprising to see the stock oscillating between modest gains and losses in after-hours trading on Wednesday night. Microsoft was beloved in the early days of the generative AI boom, thanks to its close ties to ChatGPT creator OpenAI. But the shine has faded, rendering Microsoft the worst-performing stock in the "Magnificent Seven" over the past six months. It's tested our patience and that of plenty of other longtime shareholders, too. Among the reasons for the stock's poor performance: Microsoft's reliance on OpenAI for Azure growth came to be viewed as a weakness rather than a weapon. At the same time, the market wondered whether Microsoft was leaving Azure growth on the table as it ran into ca...

Earnings Call Insights: Moelis & Company (MC) Q1 2026 Management View "We have had an active start to the year with record first quarter revenues of $320 million, record first quarter levels of announced transaction activity, strong momentum in senior hiring and continued execution of our strategic growth priorities." (CEO & Co-Founder Navid Mahmoodzadegan) "While the war in the Middle East, disruptions in private credit and the impact of AI on certain sectors, have created some near-term headwinds in parts of the transactional environment, the same forces create new opportunities for our firm." (CEO & Co-Founder Navid Mahmoodzadegan) "We remain confident about the trajectory of our business, supported by our pipeline near all-time highs and the fundamental drivers of transaction activity firmly in place." (CEO & Co-Founder Navid Mahmoodzadegan) "We have hired 8 MDs year-to-date, 2 who have already joined and 6 who will join us over the course of the year." (CEO & Co-Founder Navid Mahmoodzadegan) "We reported record first quarter revenues of $320 million, an increase of 4% versus the prior year period." (Chief Financial Officer Christopher Callesano) "Our first quarter adjusted compensation expense ratio was 65.8%, down from 69% in the first quarter of 2025 and in line with our full year 2025 adjusted compensation ratio." (Chief Financial Officer Christopher Callesano) Outlook The company did not provide explicit EPS or revenue guidance on the call; management framed expectations through pipeline and activity commentary, including: "we have a constructive outlook" and "we are optimistic the business is in a really good spot." (CEO & Co-Founder Mahmoodzadegan) Expense and investment expectations were reiterated as the main quantified outlook item: "we currently anticipate our full year 2026 noncompensation expenses grow at a similar rate to 2025 due to our ongoing investments in technology, including AI, increased deal-related travel expenses and growth in headcount....

深圳楼市限购再放宽；六大行一季度净赚3569.36亿元 美国总统特朗普表示， 将继续对伊朗实施海上封锁， 直到伊朗方面同意达成一项能够打消美国对伊朗核计划担忧的协议。 特朗普表示，美国同伊朗正在通过电话进行谈判。消息人士称，美军已准备好一套“短期且强力”的打击方案，若谈判继续僵持，美国可能考虑对伊朗关键基础设施实施打击，以迫使其重返谈判桌。 美联储公布4月议息决议， 以8:4的投票结果维持联邦基金利率目标区间于3.50%–3.75%不变， 为连续第三次按兵不动。 不过，米兰希望降息25BP，哈马克、卡什卡利、洛根对政策声明中的“宽松暗示”投反对票，为1992年10月以来最多反对票的一次会议。美联储主席鲍威尔在议息会议后公开表示， 卸任主席后将继续以理事身份留在美联储， 任期延续至2028年初。 美国总统特朗普晚些时候在社交媒体上发帖称，“太迟先生”鲍威尔“想留在美联储，是因为他在别处找不到工作——没人想要他”。 美股方面， 美联储如期维持利率不变，纳指涨 0.04% ，道指跌 0.57% ，标普 500 指数跌 0.04% 。 热门科技股涨跌不一， 亚马逊、博通涨超 1% ，微软、英伟达跌超 1% 。 纳斯达克金龙中国指数收跌 0.64% ， 热门中概股里， 百度跌超 3% ，小鹏跌 1.8% ，程、贝壳、网易至多涨 1.6% 。 全球资产表现上 ， 伊朗危机解决迹象未现， WTI原油期货结算价收涨6.95%，上涨6.95美元，报106.88美元/桶；布伦特原油期货结算价收涨6.08%，上涨6.77美元，报118.03美 元/桶。 国际贵金属价格普遍收跌， 现货黄金跌1.06%，报4547.80美元/盎司；现货白银跌2.38%，报71.29美元/盎司。 早报君提醒， 由于劳动节及日本黄金周假期，港股、新加坡股 5月1日休市，A股5月1日至5日休市；日股4月29日、5月4日至6日休市。 1. 国务院：任命刘浩凌为中国证监会副主席 近日，国务院决定，任命刘浩凌为中国证券监督管理委员会副主席。中央组织部通知，刘浩凌同志任中国证券监督管理委员会党委委员。公开资料显示，刘浩凌， 1971 年出生，先后获得北京大学英语学士学位、中国政法大学法学学士学位、美国爱荷华大学法学硕士学位、英国伦敦大学伦敦商学院金融学硕士学位。 2. “福特”号航母将于近日撤离中东返美 据美国多家媒体援...

Key PointsChipmaker Nvidia still has a long way to go before its AI growth trend is wrapped up.

Earnings Call Insights: GBank Financial Holdings (GBFH) Q1 2026 Management view "It is with great regret that we issue our earnings release today with a $0.22 per share charge-off for third-party credit card fraud" (CEO & Executive Chairman Edward Nigro), adding the fraud was tied to "a retail card program that was launched last year that we canceled" and followed "2 direct mailings totaling $900,000." CEO Nigro said the company’s newer controls have reduced ongoing exposure: "the new system we developed and launched on November 17 of last year is very robust" and "we have seen no additional substantive fraud issues prospectively." CEO Nigro highlighted core banking growth, including "loan originations exceeded $208 million for the first quarter of 2026" and "SBA originations totaled $190 million," while adding, "for the first time in GBank history, we've exceeded $1 billion in on-balance sheet loans" and "our total assets under management were $2.5 billion as of March 31, 2026." CEO Nigro described credit and funding pressures alongside continued fintech builds, saying the bank saw "some net interest margin compression" and that "funding costs... remained stubbornly high," while also noting the bank is "live with our own ACH processing of our credit card" and is "launching a new Visa prepaid debit card" aimed at gaming-app customers. CFO remarks were not included in this quarter’s transcript; the operator said, "Jeff Whicker is on medical leave" and the call included "Olivia Caley, SVP, Financial Reporting Director." Outlook Management did not provide EPS or revenue guidance in the transcript; commentary centered on operational expectations for net interest income, loan growth, payments, and gaming fintech adoption. CEO Nigro said deposit pricing actions are underway: "we are currently implementing several measures to lower deposit costs." CEO Nigro pointed to a near-term earnings catalyst from reinvesting securities and timing: "The full interest impact of these p...

Earnings Call Insights: Woodward (WWD) Q2 fiscal 2026 Management View CEO & Chairman Charles Blankenship said, "Woodward delivered an exceptionally strong second quarter" and highlighted that the company "surpassed $1 billion in quarterly sales for the first time in our history." He added, "we're raising our full year sales and earnings guidance based on our second quarter results and confidence in the remainder of 2026." Blankenship emphasized supply-chain and capacity as the operating constraint, saying, "Our challenge in this environment is to continue to expand our capacity and that of our supply chain in ways that are well managed and resilient," and noted last quarter constraints included "dual sourcing projects" and "additional test and procurement, installation and calibration." On portfolio actions, Blankenship said, "In March, we closed the acquisition of Valve Research & Manufacturing" and also described "the sale of our Niles-based pilot controls product line to Ontic," the "relocation of servo valve production lines from our facility in Santa Clarita to Rockford," and that the "wind down the China On-Highway product line" remained on track. CFO William Lacey said, "Quarterly net sales exceeded $1 billion for the first time in Woodward's history coming in at $1.1 billion," adding, "Adjusted earnings per share were $2.27" and "We generated $38 million of free cash flow in the second quarter." Outlook Lacey raised full-year guidance, saying, "We now expect total Woodward sales growth between 20% and 23%, and adjusted EPS between $9.15 and $9.45." He kept cash and investment views intact: "Free cash flow is still expected to be between $300 million and $350 million, and capital expenditures are still expected to be approximately $290 million." Lacey flagged working-capital as the main offset to higher earnings, stating, "We expect to continue to maintain higher levels of inventory than previously anticipated" and added that inventory initiatives "should dri...

Earnings Call Insights: Viavi Solutions (VIAV) Q3 FY2026 Management View “The results of the third quarter of fiscal '26 exceeded our expectations and came in above the high end of our guidance.” (President, CEO & Director Oleg Khaykin) Management tied the quarter’s performance to “strong demand from the data center ecosystem and aerospace and defense customers,” and said the data center ecosystem supported demand for “lab and production and field instruments in support of AI data center build-out.” (President, CEO & Director Khaykin) “Net revenue for the quarter was $406.8 million… above the high end of our guidance range of $386 million and $400 million.” (Executive VP & CFO Ilan Daskal) He also said “operating margin for the third fiscal quarter was 21%” and “EPS at $0.27 was also above the high end of our guidance range of $0.22 to $0.24.” (Executive VP & CFO Daskal) “Given strong and growing customer demand, we expect the data center ecosystem revenue momentum to continue through the calendar 2026.” (President, CEO & Director Khaykin) He added that wireless remains weak: “We do not expect recovery in growth in the near term for wireless business.” (President, CEO & Director Khaykin) Outlook “For the fourth fiscal quarter of 2026, we expect Viavi revenue in the range of $427 million and $437 million.” (Executive VP & CFO Daskal) He guided “EPS… between $0.29 and $0.31” and company operating margin “22.7%, plus or minus 50 basis points.” (Executive VP & CFO Daskal) Segment guidance was framed as sequential growth: “We expect NSE revenue between $340 million and $348 million… OSP revenue is expected to be in the range of $87 million and $89 million.” (Executive VP & CFO Daskal) Management attributed the NSE outlook to “continued strong demand… driven by the data center ecosystem as well as for our aerospace and defense products,” and a “seasonally stronger service provider spend.” (President, CEO & Director Khaykin) Compared with the prior quarter’s setup, Q4 guid...

【有線新聞】南美自由盃B組，秘魯體育大學主場4比2擊敗蒙特維多國民隊。 白衫體育大學的卡拉巴利禁區手球，球證翻看視像，判罰12碼。麥斯高美斯操刀射入，烏拉圭的國民隊14分鐘領先。盧卡斯洛迪古斯侵犯對手，直接領紅，35分鐘要十人應戰。5分鐘後，法拉接應角球射入，體育大學半場扳平1比1。換邊後1分鐘，阿歷斯華利拿補中反先，71分鐘門將擋到一次，阻止不到施維拿為國民隊追和。體育大學81分鐘靠艾素加雷的頭槌搶回優勢。補時1分鐘，卡拉巴利射入，為這支秘魯球隊「埋齋」，贏4比2。

Director Johannes Gerardus Christiaan Petrus Schikan reported the sale of 7,100 shares of Pharvaris N.V. (NASDAQ:PHVS) in two open-market transactions, according to an SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average price ($30.05); post-transaction value based on April 23, 2026 market close ($27.29). * 1-year price change calculated as of April 28, 2026. Continue reading

Trump says US government’s Intel stock made the country $30B in last 90 days The Hill