海目星公告，2026年第一季度营收为13.17亿元，同比增长144.36%；净利润为2521.01万元，上年同期亏损1.89亿元。

专题：美联储议息会 鲍威尔绝唱 料仍按兵不动 美国参议院银行委员会于周三投票通过凯文·沃什的美联储主席提名，为特朗普总统提名的人选在共和党掌控的参议院进行最终确认投票扫清了障碍。 此次投票严格依照党派立场划分：13名共和党委员全部投赞成票，11名民主党委员全部投反对票。 正如预期，沃什顺利闯过这一关卡；数小时后，美联储将公布最新利率决议——这可能是现任主席鲍威尔任期内的最后一次决议。 美联储可能会维持观望策略。通胀居高不下、劳动力市场看似稳定，加之伊朗局势引发的油价冲击，使得进一步降息的可能性渺茫。 美联储的谨慎态度，一直是特朗普与鲍威尔之间矛盾的主要根源。特朗普不断施压，要求美联储大幅、快速降息，而鲍威尔拒绝妥协，因此遭受持续猛烈批评。 批评者及鲍威尔本人均表示，特朗普政府的施压行为已超出言论范畴。 美国司法部对鲍威尔及美联储启动刑事调查，据称调查焦点是美联储华盛顿总部数十亿美元翻新工程的成本超支问题。今年1月，鲍威尔发表声明披露此事，指控政府因美联储的利率决策而针对他个人。 此前，这项调查曾危及沃什的提名前景。参议院银行委员会委员、北卡罗来纳州共和党参议员汤姆·蒂利斯曾扬言，除非司法部终止调查，否则将否决特朗普的提名人选。 特朗普公开支持由华盛顿联邦检察官吉宁·皮罗主导的这项调查，即便此前联邦法官驳回了皮罗发出大陪审团传票的请求，令其调查受阻。 就在上周三，皮罗还扬言要提起上诉——但两天后，她突然宣布司法部将撤销此案。 蒂利斯随即表示，不再反对沃什的提名，此举基本确保了特朗普提名的人选将顺利推进至全院投票环节。 责任编辑：李桐

参议院银行委员会周三投票通过了凯文·沃什担任美联储主席的提名，为特朗普总统的提名人在共和党控制的参议院进行最终确认投票铺平了道路。 此次投票以党派划界，13名共和党委员全部投票支持，11名民主党委员全部投票反对。 沃什如期通过了这一程序性障碍。数小时后，美联储将公布最新利率决议——这可能是现任主席杰罗姆·鲍威尔最后一次主持会议。 由于通胀粘性、看似稳定的劳动力市场以及伊朗战争相关的价格冲击使进一步降息的前景变得渺茫，美联储很可能维持观望策略。 美联储的谨慎态度一直是特朗普与鲍威尔之间摩擦的主要来源。鲍威尔因拒绝按照总统期望的幅度和速度降息而遭受了近乎持续不断的批评。 批评人士以及鲍威尔本人均表示，这场施压运动已超出了言辞范畴。 司法部对鲍威尔和美联储发起了一项刑事调查，据称重点是该央行华盛顿总部耗资数十亿美元翻修工程的成本超支问题。鲍威尔在一月份披露调查情况的声明中，指责政府因其利率决策而针对他。 这项调查一度威胁到沃什的提名前景：参议院银行委员会共和党参议员汤姆·蒂利斯誓言，除非司法部放弃调查，否则他将阻止特朗普的提名人。 特朗普曾公开支持由联邦检察官珍妮·皮罗领导的这项调查，即使此前一名联邦法官通过阻止大陪审团传票的签发使她的调查受挫。 皮罗直到上周三还誓言要上诉——但两天后，她突然宣布司法部将终止调查。随后，蒂利斯表示他将不再反对沃什的提名，这几乎确保了特朗普的人选将顺利推进。 责任编辑：张俊 SF065

As consumer fatigue grows, local players are shifting focus to offline channels to regain consumer attention.

sitox Bloom Energy ( BE ) up 23.8% in early trading Wednesday to an all-time high of $290.50 after crushing estimates for Q1 adjusted earnings and revenue, capitalizing on rising demand for digital power as part of the artificial intelligence boom, and raising guidance for the full year. The fuel cell technology provider swung to a Q1 profit of $70.7M, or $0.23/share, from a loss of $23.8M, or $0.10/share, in the year-earlier quarter, and revenue more than doubled to $751.1M from $326M in the same period last year. Bloom ( BE ) raised guidance for FY 2026, now seeing adjusted EPS of $1.85-$2.25 and revenue of $3.4B-$3.8B, exceeding respective FactSet consensus estimates of $1.42/share and $3.24B, after previously forecasting earnings of $1.33-$1.48/share and revenue of $3.1B-$3.3B. Alternative energy peers also trade higher: FuelCell Energy ( FCEL ) up 12.4%, Plug Power ( PLUG ) up 2.6%, and Ballard Power ( BLDP ) up 0.8%. The Q1 results came a day after Oracle and BorderPlex Digital Assets said they will use fuel cells made by Bloom Energy ( BE ) for Oracle’s Project Jupiter data center campus in New Mexico. Morgan Stanley analyst David Arcaro, who rates Bloom ( BE ) at Overweight, raised his stock price target to $310 from $184, seeing the guidance raise as attractive with revenue and profit set to increase and margins continuing to expand. "We believe the confirmation of the recent Oracle deal likely contributed to the increase, with at least 1.2 GW being delivered over 2026 and 2027, and the company also suggested broad-based strength across data center and C&I end markets." More on Bloom Energy Bloom Energy's 130% Revenue Explosion Is Too Expensive, But Impressive Bloom Energy: Oracle Reinforces AI Power Surge Bloom Energy Q1 2026 Earnings Call Presentation

Is Microsoft (MSFT) Still Attractive After A 19.6% Monthly Surge And AI Push? simplywall.st

The Global X - Silver Miners ETF (NYSEMKT:SIL) could appeal to investors seeking aggressive silver-market exposure, while the VanEck Gold Miners ETF (NYSEMKT:GDX) may suit those prioritizing lower costs and gold-sector liquidity. Both exchange-traded funds (ETFs) offer targeted access to the extraction side of the precious metals market. While SIL focuses specifically on silver mining companies, GDX provides a broader window into the gold mining industry. These funds are often used as tactical tools for investors who expect metal prices to rise, as mining company profits can fluctuate more significantly than the bullion prices themselves. This dynamic makes them potentially more volatile than holding physical metal or a spot-price ETF. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading

American Water Works ( AWK ) declares $0.895/share quarterly dividend , 8.2% increase from prior dividend of $0.8275. Forward yield 2.72% Payable June 2; for shareholders of record May 12; ex-div May 12. See AWK Dividend Scorecard, Yield Chart, & Dividend Growth. More on American Water Works American Water Works: Forever Assets Finally At A Reasonable Price American Water Works: Pick Up This Future Dividend Aristocrat Now American Water Works Company, Inc. (AWK) Q4 2025 Earnings Call Transcript American Water Works Q1 2026 Earnings Preview American Water Works, Essential Utilities merger approved by Kentucky regulator

Uber Technologies Inc. is adding hotel bookings in its flagship app, marking the ride-hail company’s biggest push yet into the travel market as it seeks to create an everything platform. The San Francisco-based company has partnered with Expedia Group Inc. to make its hotel selection available in the Uber app, starting in the US, Uber said in a statement on Wednesday as part of its annual product event. Vacation rentals from Expedia’s Vrbo brand will be added later this year. For every hotel booking, members of the paid Uber One program can earn 10% back in credits that can be applied toward future rides or delivery orders. Customers can also save as much as 20% on a subset of about 10,000 hotels, Uber added. Uber ride bookings will be added to the Expedia app in June, the travel company said. Hotel bookings are a strategic addition for Uber’s business, as the company already helps many travelers get to their hotels and deliver them food or travel amenities, Chief Product Officer Sachin Kansal said in an interview ahead of the announcement. About 15% of its ride-hailing gross bookings happen to or from an airport, he added. More than 1.5 billion trips took place outside a rider’s home city last year, according to the company. The Expedia integration represents a significant move for Uber’s long-telegraphed super app ambitions , which would expand the platform beyond ride-hailing and delivery. To boost those efforts, Uber has taken a variety of tacks in recent years, including striking partnerships, investing in other companies and making acquisitions . All of this has allowed the rideshare giant to add extras in select markets like bookings for bikes, scooters, trains, buses and flights . Uber isn’t the only company with ambitions of developing a do-it-all app. OpenAI and Anthropic PBC are also adding third-party features to their popular chatbots in the hopes of becoming a one-stop shop for consumers’ work and leisure needs. Uber has made its service available on t...

Two major Wall Street firms raised the bar on Bloom Energy (NYSE:BE) stock today following a blowout quarter. JPMorgan lifted its BE stock price target to $267 from $231 while keeping an Overweight rating, and Susquehanna boosted its target to $293 from $173 with a Positive rating. The dual price target raise marks a clear ... JPMorgan and Susquehanna Both Boost Bloom Energy Price Targets: Is the Data Center Power Play Heating Up?

Textron ( TXT ) declares $0.02/share quarterly dividend , in line with previous. Forward yield 0.09% Payable July 1; for shareholders of record June 12; ex-div June 12. See TXT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Textron Textron: Quietly Lining Up A Q1 Beat Textron: Not My Favorite Aerospace And Defense Stock, But It Is A Strong Buy Now Textron: A Lot Of "Meh" To Go Around Bell signs agreements for three Bell 429 helicopters in U.K., Estonia Pentagon details Trump’s $1.5T defense plan; focus on missiles, drones, ships

Italy has enough jet fuel until end-May, transport minister says Reuters

China said it would retaliate against the European Union if it proceeds with a proposal to ban Huawei Technologies Co. ’s equipment across the continent, escalating tensions in the long-running clash over national security and the communications company’s products. China’s mission to the EU has asked that the commission erase language that would declare Chinese equipment a cybersecurity concern or label companies from the country as “high risk” suppliers in a proposal from Commission Executive Vice President Henna Virkkunen . Virkkunen is looking for ways to compel countries in the bloc to phase out Huawei’s and compatriot ZTE Corp. ’s equipment from their telecommunications infrastructure and in January proposed mandatory measures meant to secure networks in the Cybersecurity Act. Read More: EU Eyes Huawei Ban in Mobile Networks of Member Countries “If the EU persists in adopting the proposal, China will have to respond in kind by carrying out corresponding countermeasures against the EU and EU businesses,” the Chinese mission said in a statement at a meeting in Brussels on Wednesday. If the EU uses the act to require European businesses to phase out Chinese equipment, China can “launch relevant investigations into the EU or EU businesses and take reciprocal measures.” A number of countries in Europe as well as the UK have taken steps to ban Huawei gear from the most sensitive parts of their telecommunications networks, saying the company’s ties to China are a security risk. In 2020, the commission set out voluntary guidelines in its 5G toolbox that advised countries to curb the use of “high-risk vendors.” Read More: Germany to Cut Huawei From 5G Core Network by End-2026 Critics have complained that the bans hurt telecoms by restricting the supply of critical network components and force them to turn to more expensive or less sophisticated suppliers. Besides Huawei, the dominant telecom equipment suppliers are in Europe — Nokia Oyj and Ericsson .

Key PointsAres Capital's core earnings declined in the first quarter, falling below its dividend level.

Although the court kept Section 2 of the Voting Rights Act intact, Wednesday's decision all but guts the landmark law that came out of the Civil Rights Movement and protected the collective voting power of racial minorities when political maps are redrawn. (Image credit: Kevin Dietsch)

As the Supreme Court weighs the Trump administration's termination of Temporary Protected Status for Haitians and Syrians, seniors are advocating for protections for their immigrant caregivers. (Image credit: Andrea Hsu)

Fed Chair Pick Warsh Approved By Key Senate Committee Along Party Lines The drama over Kevin Warsh's nomination as Trump's pick for next Fed chair appears to be over. Moments ago, Warsh won the backing of the Senate Banking Committee Wednesday in a 13-11 party-line vote, putting him on track to be confirmed by the full Senate before Jerome Powell’s term ends May 15, Bloomberg reproted. Warsh’s nomination had been held up by Republican Senator Thom Tillis until the Department of Justice agreed last week to drop (for now) a criminal probe into cost overruns in a renovation of the Fed’s Washington headquarters. Tillis, who saw the probe as “bogus” and a threat to the Fed’s independence on monetary policy, said in an interview on NBC’s “Meet the Press” that he received assurances the department wouldn’t reopen the case unless the Fed’s inspector general, who is also reviewing the project, sends a criminal referral. As expected, Democrats weren’t won over: Senator Elizabeth Warren warned that Trump is still intent on controlling the Fed; Democrats have also demanded an end to a legal pursuit of Fed Governor Lisa Cook. “The stink of stagflation is in the air,” Warren said. She said confirmation of Warsh would help Trump dominate the Fed’s monetary policy. “Trump has not been subtle about his takeover,” she said. The vote makes real the prospect of a Warsh-led Fed that promises the biggest shake up of the US central bank in years. Having raised the prospect of “regime change” as part of his bid to win Trump’s nomination, Warsh has promised to shrink the Fed’s $6.7 trillion balance sheet, establish a new framework for managing inflation and change how the central bank communicates with the public. He has, however, offered few details on how he might pursue each of these goals. Warsh is almost certain to face heavy pressure from Trump over monetary policy. In a CNBC interview on April 21, the president said he’d be disappointed if Warsh didn’t cut rates as soon as he took of...

亚士创能公告，因公司最近一个会计年度经审计的期末净资产为负值，公司股票自2026年4月30日起停牌一天，并将于2026年5月6日起被实施退市风险警示，实施后A股简称将变更为“*ST亚士”。截至2025年12月31日，公司期末净资产为-6491.49万元。

格隆汇4月29日｜国际航空运输协会29日发布的最新数据显示，受中东战事影响，3月全球航空货运需求同比下降4.8%，中东地区航空货运需求同比大跌54.3%。国际航空运输协会理事长威利·沃尔什在一份声明中说，3月全球航空货运需求下跌的主要原因是中东战事导致海湾地区主要航空枢纽严重“梗阻”。沃尔什认为，目前全球航空货运潜在需求依然呈现强劲趋势。未来数月，航空燃料供应和价格走势预计将成为该行业韧性的重要考验。国际航空运输协会数据还显示，3月航空燃油价格同比大幅上涨106.6%。

Source: Bloomberg, 28:24

JHVEPhoto/iStock Editorial via Getty Images Earnings season rolls on. Stanley Black & Decker ( SWK ) reported solid Q1 results on Wednesday, April 29. Shares were little changed later in the morning, and the same goes when zooming out to the past few years. I had a "B uy" rating on SWK back in October 2024. Shares are down 22% since then, lagging the S&P 500 by some 45 percentage points. But I still see value in this Industrial name with consumer exposure. With a low-teens multiple, the chart is not as desirable. I’ll detail Q1, SWK’s fundamentals and valuation, and offer a refreshed look at the chart. SWK Has Rallied Recently, But Remains Well Below Its Early-Year High Stockcharts.com In April, SWK reported a healthy set of quarterly results. Q1 non-GAAP EPS of $0.80 topped the Wall Street consensus forecast of $0.59, while revenue of $3.85 billion, up 3% from the same quarter a year earlier, was a notable $100 million beat. The company expects FY 2026 GAAP EPS to be in the range of $4.15 to $5.35. Shares traded higher by just 0.3% ahead of the open after earnings. If the gain holds by the close of trading on the penultimate day of April, it would mark the third consecutive post-earnings rally. The options market had priced in a moderate 6.5% earnings-related stock price swing based on the at-the-money straddle expiring soonest after the report. Implied volatility on SWK should now retreat from 54%, while short interest on the Industrials-sector stock is material at 4.1%. Looking back on the quarter that was, it was a decent start to 2026 for SWK. Results appeared on track to meet the firm’s annual financial targets. Organic revenue was about flat, as a 3% increase in price was offset by a 3% decline in volume. Moreover, the company tallied adjusted EPS of $0.80 over the January through March stretch and completed the divestiture of its Consolidated Aerospace Manufacturing ( CAM ) business for approximately $1.6 billion, using the majority of the proceeds to reduce...