格隆汇4月30日｜亚马逊(AMZN.O)2026年Q1营收1815亿美元，去年同期1557亿美元，市场预期1772.95亿美元。

Qualcomm forecast third-quarter revenue and adjusted profit below Wall Street expectations on Wednesday, as the chipmaker braces for a hit to demand stemming from a shortage of memory chips used ‌in consumer electronics. But in an interview with Reuters, Qualcomm CEO Cristiano ‌Amon said the company was confident that the smartphone market will start to rebound after its fiscal third quarter. "We can now call the bottom," Amon said, adding that the ​company's licensing business, which beat Wall Street estimates, gives it insights into smartphone makers' plans for later in the year.

Qualcomm (QCOM) Q2 2026: tax windfall, Alphawave deal and $20B buyback Stock Titan

Amazon posts $30.3B profit as AI bets cut free cash flow to $1.2B Stock Titan

美股三大指数收盘涨跌不一，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%。存储概念股、氢能源、苹果概念股、计算机硬件涨幅居前，恩智浦涨超25%，英特尔涨超12%，希捷科技涨超11%，闪迪涨超6%，西部数据涨超5%，高通涨超4%，惠普、美光科技涨超2%。加密货币概念股、贵金属跌幅居前，Robinhood跌超13%，Coinbase、黄金资源跌超6%，泛美白银跌超2%。

Andritz AG press release ( ADRZF ): Q1 Revenue of EUR 1.79B (+1.7% Y/Y). Earnings Before Interest and Taxes ( EBIT ) of EUR 128.8M. More on Andritz AG Andritz AG (ADRZY) Q1 2026 Earnings Call Transcript Andritz AG 2026 Q1 - Results - Earnings Call Presentation Andritz AG (ADRZY) Q4 2025 Earnings Call Transcript Historical earnings data for Andritz AG Dividend scorecard for Andritz AG

Stripe announced several new AI tools Wednesday, including a new partnership with Google, aimed at building AI tools for payments and commerce. Stripe President and co-founder John Collison discusses the company’s AI strategy with Bloomberg Tech's Ed Ludlow. (Source: Bloomberg)

亚马逊一季度净销售1815.2亿美元，分析师预期1772.3亿美元。 一季度AWS净销售375.9亿美元，分析师预期366.8亿美元。 一季度北美净销售1041.4亿美元，分析师预期1020.8亿美元。 一季度实体店净销售57.9亿美元，分析师预期58.1亿美元。 一季度运营利润238.5亿美元，分析师预期207.5亿美元。 一季度每股收益（EPS）为2.78美元，分析师预期1.62美元。 对物业与设备的购买同比增长593亿美元，体现出对AI的投资。 预计二季度净销售1940亿-1990亿美元，分析师预期1891.5亿美元。 预计二季度运营利润200亿-240亿美元，分析师预期228.6亿美元。 亚马逊（AMZN）盘后跌4.8%。 一季度AWS净销售剔除汇率因素增长28%，分析师预期增长25.7%。

Earnings Call Insights: Automatic Data Processing (ADP) Q3 fiscal 2026 Management View Maria Black (President, CEO & Director) said ADP delivered “another strong quarter of results with revenue growth, margin expansion and EPS growth all coming in ahead of our expectations,” adding that ADP is “leading the way in a trusted service-driven and AI-powered HCM.” Black highlighted demand signals and mix, saying, “We delivered solid Employer Services new business bookings growth in the third quarter,” with results “particularly strong in international and compliance solutions,” while “our insurance and retirement services offerings also continue to contribute to growth in our small business portfolio.” Black emphasized client metrics, stating, “Both our Employer Services retention rate and our overall client satisfaction levels reached new record highs for a third quarter.” Black framed AI product delivery with quantified examples, saying, “In January, we launched ADP Assist agents,” and since launch “our ADP Assist payroll agents have saved an average of 30 minutes per payroll,” “Smart Actions search has reduced clicks and time spent by around 80% for common HR actions,” and Lyric examples included recruiting steps “from 23 down to just 8” and “a 71% leaner payroll operations model.” Peter Hadley (Chief Financial Officer) reported, “We reported strong third quarter results that included 7% revenue growth, 80 basis points of adjusted EBIT margin expansion and 10% adjusted EPS growth,” and said ADP is “funding our AI transformation across our products, internal tools and service delivery while continuing to deliver on our financial commitments.” Outlook Hadley raised full-year targets, saying, “We are increasing our fiscal 2026 consolidated revenue growth outlook to 6% to 7%,” “raising our adjusted EBIT margin expansion forecast to 70, 80 basis points,” and “increasing our fiscal 2026 adjusted EPS growth forecast to 10% to 11%.” For Employer Services, Hadley said ADP is “m...

Earnings Call Insights: Constellium SE (CSTM) Q1 2026 Management View “We are very pleased with our first quarter performance, including record adjusted EBITDA,” and “we are also raising our outlook for the full year and expect 2026 to be a record year for the company, both in terms of adjusted EBITDA and free cash flow” (CEO & Director Ingrid Joerg). “Shipments were 370,000 tons in the first quarter,” “revenue of $2.5 billion increased 24%,” “our net income was $196 million,” and “adjusted EBITDA increased 93% to $359 million… includ[ing] a positive noncash impact from metal price lag of $97 million” (CEO & Director Joerg). “If we exclude the impact of metal price lag… we achieved an adjusted EBITDA of $262 million… an all-time record,” while “free cash flow was $5 million,” and “we returned $28 million to shareholders through the repurchase of 1.2 million shares” (CEO & Director Joerg). “In March, we announced that our Board approved a new $300 million share repurchase program that expires in December 2028” (CEO & Director Joerg). “We currently do not expect any impact on our supply chain from lack of freight capacity,” and “the overall impact from the conflict in the Middle East appears digestible at this point” (CEO & Director Joerg). “Adjusted EBITDA of $102 million… represents a new first quarter record for A&T,” with “Aerospace shipments… up 13%” and “TID shipments… up 18%” (EVP & Chief Financial Officer Jack Guo). Outlook “We are now targeting adjusted EBITDA, excluding the noncash impact of metal price lag in the range of $900 million to $940 million and free cash flow in excess of $275 million” (CEO & Director Joerg). “Our guidance for 2026 assumes that favorable market conditions will continue into the rest of 2026,” including “supply shortages of automotive rolled products in North America,” “improved aerospace and TID environment,” and “favorable scrap and metal dynamics in North America” (CEO & Director Joerg). “Looking to the future, we remain laser-f...

Earnings Call Insights: Ionis Pharmaceuticals (IONS) Q1 2026 Management View “Ionis entered 2026 with significant momentum, which continued to accelerate through the first quarter of this year,” Brett Monia (Founder, CEO & Director) said, adding that “demand continues to grow” for TRYNGOLZA and that the launch is “now also underway in Europe through our partner, Sobi.” “Today, based on HCP demand and payer research, we are increasing our annual peak sales estimate for Olezarsen from greater than $2 billion to now greater than $3 billion,” Monia said, citing “priority review by the FDA with the PDUFA date of June 30” in severe hypertriglyceridemia. On the second planned 2026 independent launch, Monia said, “the FDA accepted our NDA with priority review and a PDUFA date of September 22” for zilganersen in Alexander’s disease, and framed 2026 as a shift in scale: “we are on track to have three independent medicines for four indications on the market in 2026.” “First quarter total revenues were $246 million, an increase of 87% compared to the first quarter of 2025,” Elizabeth L. Hougen (Executive VP of Finance & CFO) said, adding that results included “approximately $95 million of milestone payments from multiple partnerships.” Hougen said Ionis is “improving our 2026 financial guidance,” explaining: “We now expect total revenue in the range of $875 million to $900 million…with total revenue weighted slightly more towards commercial revenues,” and “we expect a non-GAAP operating loss between $425 million and $475 million.” Outlook “We are on track for the launch of Olezarsen in severe hypertriglyceridemia…with the PDUFA date of June 30,” Monia said, while also pointing to partner catalysts: “Bepirovirsen…was granted Breakthrough Therapy designation and accepted for priority review by FDA with a PDUFA date of October 26.” Hougen introduced product-level guidance: “We expect TRYNGOLZA product sales to be between $100 million and $110 million for the full year,” and “we ar...

Earnings Call Insights: Old Dominion Freight Line (ODFL) Q1 2026 Management View "Our first quarter results reflect a continuation of the encouraging trends that started to develop late last year" and "demand for our service improved as the quarter progressed," with "strong sequential tonnage growth in February and March" (President, CEO & Director Kevin Freeman). "We were pleased to once again deliver 99% on-time service and a claims ratio below 0.1% in the first quarter" (President, CEO & Director Freeman). "This is why despite a challenging operating environment, we invested nearly $2 billion in capital expenditures over the past 3 years and why we plan to invest an additional $265 million in 2026" (President, CEO & Director Freeman). "Old Dominion's revenue totaled $1.33 billion for the first quarter of 2026, which represents a 2.9% decrease from the prior year" (Executive VP, Assistant Secretary & CFO Adam Satterfield). "Our operating ratio increased 80 basis points to 76.2% for the first quarter of 2026" (Executive VP, Assistant Secretary & CFO Satterfield). Outlook "The 10-year average change for the operating ratio is 300 to 350 basis point improvement from the first to the second quarter" and "we're comfortable with that range in the second quarter this year, assuming that we do see some sequential improvement in volumes from here" (Executive VP, Assistant Secretary & CFO Satterfield). "While there are still a couple of workdays remaining in April, our month-to-date revenue per day has increased by approximately 7.0% when compared to April 2025" (Executive VP, Assistant Secretary & CFO Satterfield). "We're still a little north of 35%" on terminal capacity, and management framed this as a lever for margin improvement: "leveraging those fixed costs" as sequential volumes improve (Executive VP, Assistant Secretary & CFO Satterfield). Compared with Q4 commentary that "we are cautiously optimistic" on demand recovery (President, CEO & Director Freeman), Q1 langu...

Source: Bloomberg, 20:48

截至当天收盘，纽约商品交易所6月交货的轻质原油期货价格上涨6.95美元，收于每桶106.88美元，涨幅为6.95%；6月交货的伦敦布伦特原油期货价格上涨6.77美元，收于每桶118.03美元，涨幅为6.08%。

格隆汇4月30日｜微软(MSFT.O)2026财年Q3 营收829亿美元，去年同期700.66亿美元，市场预期813.6亿美元。

AI, auto fuel Qualcomm (NASDAQ: QCOM) Q2 2026 results and outlook Stock Titan

Qualcomm puts fiscal Q2 results online before April 29 webcast Stock Titan

格隆汇4月30日｜Meta Platforms(META.O)2026年Q1营收563.1亿美元，去年同期423.1亿美元，市场预期554.72亿美元。

Qualcomm Inc. , the largest maker of smartphone processors, gave a weak forecast for the current period, adding to evidence that an industrywide shortage of memory chips is hurting the phone business. Sales will be $9.2 billion to $10 billion in the third quarter, which runs through June, the company said Wednesday in a statement . Even at the high end, that range missed the $10.2 billion that analysts estimated on average. The memory crunch — fueled by runaway demand for AI computers — has forced Qualcomm customers to produce fewer smartphones. That, in turn, has lowered demand for Qualcomm’s chips, which serve as the brains of the devices. The San Diego-based company is navigating “a challenging memory environment,” Chief Executive Officer Cristiano Amon said in the statement. Read More: Why the AI Boom Will Make Phones, Cars, Devices More Expensive Qualcomm shares fell more than 3% in late trading after the report was released. The stock had already been down 8.5% this year through the close, making it the worst performer among semiconductor-related shares this year. Qualcomm also said Wednesday that it would repurchase as much as $20 billion in stock. In a potentially promising sign, Qualcomm said the Chinese smartphone sector — its biggest market — would bottom out in the third quarter “and return to sequential growth in the following quarter.” The company has been working to reduce its reliance on the phone market by pushing into chips for autos and other products. But it has yet to capitalize on the chip industry’s biggest source of growth: the data center boom. Qualcomm’s Amon did point to some progress on that front, saying that a top hyperscaler — an industry term for the largest data center operators — was on track to begin using its chips later this year. Third-quarter profit will be $2.10 to $2.30 a share, excluding certain items, the company said. Analysts projected $2.38 a share, according to data compiled by Bloomberg. Second-quarter earnings were $2...

Qualcomm Gives Weak Forecast After Smartphone Market Slumps Bloomberg

扎克伯格旗下Meta Platforms Inc.一季度营收563.1亿美元，分析师预期555.1亿美元。 一季度APPs Family营收559.1亿美元，分析师预期550亿美元。 一季度Reality Labs营收4.02亿美元，分析师预期5.08亿美元。 一季度广告营收550.2亿美元，分析师预期541.6亿美元。 一季度实现80.3亿美元所得税红利。 一季度每股收益（EPS）为10.44美元，上年同期6.43美元。 公司继续关注（与儿童隐私等相关的）法律纠纷与监管麻烦。 欧盟市场和美国市场的逆风可能会造成严重后果。 在年轻人相关的问题上面临（监管）审查。 预计全年资本开支1250亿-1450亿美元，公司原本预计1150亿-1350美元。 预计全年总体开支1620亿-1690亿美元，分析师预期1646亿美元。 预计二季度营收580亿-610亿美元，分析师预期595.6亿美元。 Meta美股盘后跌5.32%。 一季度运营利润228.7亿美元，同比增长30%。 一季度APPs Family运营利润269亿美元，分析师预期242.6亿美元。 一季度Reality Labs运营亏损40.3亿美元，分析师预期亏损47.7亿美元。

Qualcomm press release ( QCOM ): Q2 Non-GAAP EPS of $2.65 beats by $0.09. Revenue of $10.59B (-3.6% Y/Y) in-line. QCT revenue of $9.08B, down 4%, QTL revenue of $1.38B, up 5%. Q3 Guidance: Revenue in the range of $9.2B-$10.0B vs $10.18B consensus, Non-GAAP EPS of $2.10-$2.30 vs $2.43 consensus Shares -2%. Press Release More on Qualcomm Why Qualcomm Is Set To Disrupt The AI Market The AI Agent Phone: How OpenAI Is Rethinking Qualcomm's Potential Qualcomm Soars On OpenAI Deal, But It's A Profit-Taking Opportunity (Downgrade) Qualcomm braces for Q2 revenue slide as memory shortage pressures business SA analyst upgrades/downgrades: PG, MRVL, QCOM, INTU

Powell's news conference after holding rates covered the US-Israel war with Iran, inflation, legal attacks, and the Fed's independence.

格隆汇4月30日｜美股周三收盘，道指初步收跌0.57%，标普500指数跌0.04%，纳指涨0.04%。恩智浦半导体(NXPI.O)大涨25%，英伟达(NVDA.O)跌1.8%，高通(QCOM.O)涨4%，英特尔(INTC.O)涨12%。纳斯达克中国金龙指数收跌0.63%，百度(BIDU.O)跌3.7%，爱奇艺(IQ.O)涨4.5%。

Reports First Quarter Net Sales of $59 Million

TTM Technologies, Inc. Reports First Quarter 2026 Results

Delivers Record Revenue, with Gross Margins and Earnings Per Share Above the Outlook Range; Sees Continued Strong Demand Environment Delivers Record Revenue, with Gross Margins and Earnings Per Share Above the Outlook Range; Sees Continued Strong Demand Environment

BOISE, Idaho, April 29, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) announced today that company executives will participate at the J.P. Morgan Global Technology, Media and Communications Conference in Boston, Massachusetts on Wednesday, May 20, at 6:40 a.m. Mountain time. Live webcasts and subsequent replays of presentations can be accessed from Micron’s Investor Relations website at investors.micron.com/. About Micron Technology, Inc. Micron Technology, Inc. is an industry le

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended March 31, 2026.

SEATTLE, April 29, 2026--Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its first quarter ended March 31, 2026.