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巴西生物技术公司Biomm周二向市场披露，受Cartago基金的清算影响，该基金管理人Trustee已不再持有公司任何股份，直接持股与间接持股均已归零。 根据Biomm发布的公告，Trustee通知公司Cartago基金已将其此前持有的约3540万股普通股全部售出。这批股份此前占Biomm总股本的25.86%，是公司的重要股东之一。 此次股份变动的背景是Cartago基金进入清算程序。由于该基金的唯一持有人为巴西银行，随着基金清算完成，这些股份已转移至巴西银行名下。巴西银行表示，目前不排除未来出售这些股份的可能性。 受此消息影响，Biomm股价在圣保罗证券交易所盘中上涨1.77%至7.48雷亚尔。 Biomm是一家专注于胰岛素研发与生产的生物制药公司，其技术平台具备生产降钙素、干扰素及生长激素等多种治疗性蛋白质的能力。Biomm近年已先后与中国甘李药业、科兴生物签署胰岛素及利拉鲁肽产品的销售和分销协议，持续拓展其糖尿病治疗产品线。 责任编辑：张俊 SF065

Yoni Assia, co-founder and CEO at eToro, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." The US Securities and Exchange Commission gave the go-ahead for sweeping changes to a restriction on day-trading activity by small investors earlier this month in a move cheered by retail brokers. (Source: Bloomberg)

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格隆汇4月29日｜据两名美国官员及一位知情人士透露，美国情报机构正在研判：如果美国总统特朗普宣布在这场已持续两个月、造成数千人丧生且已成为白宫政治包袱的冲突中单方面获胜，伊朗将作何反应。消息人士称，应政府高级官员的要求，情报界正在对这一问题及其他相关议题进行分析。其目的在于理解特朗普可能从这场冲突中撤退所带来的影响；一些官员和顾问担心，若冲突持续，可能会导致共和党在今年晚些时候的中期选举中遭遇惨败。尽管目前尚未做出最终决定，且特朗普完全有可能轻易地重新升级军事行动，但迅速降级冲突有助于缓解特朗普面临的政治压力。与此同时，此举也可能“助长伊朗的气焰”，使其最终重建核与导弹计划，并对美国在该地区的盟友构成威胁。

Funtap/iStock via Getty Images The Attorney General of Oklahoma and 22 state attorneys general sent a letter last week to Fitch Ratings, S&P Ratings ( SPGI ), and Moody's ( MCO ) asking the credit ratings firms about their use of environmental, social, and governance (ESG) considerations when calculating credit ratings. "In considering highly speculative ESG predictions and goals, the agencies have downgraded fossil-fuel companies, and their policies threaten to undermine states’ bond ratings as well," the Oklahoma Attorney General's office said in a press release. Oklahoma AG Gentner Drummond suggested that the firms' use of ESG in determining credit ratings drives demand for the company's ESG-related consulting services. "This, the States argue, is likely an undisclosed and unlawful material conflict of interest," the release said . The group of attorneys general asked each rating company to: Explain ESG-driven downgrades; Withdraw from or disclose ESG commitments; Revise sector-specific methodologies; Eliminate or disclose ESG consulting conflicts; and Certify an internal controls review. When contacted by Seeking Alpha, S&P Global said it's aware of the letter and that it takes "these matters very seriously." It does not have further comment. Fitch and Moody's did not immediately respond to a request for comment. Shares in S&P Global ( SPGI ), the parent of S&P Ratings, rose 1.0%, and Moody's ( MCO ) stock gained 0.7% in Tuesday afternoon trading. Fitch is owned by Hearst, which is not publicly traded. The other state attorneys general signing the letter include those from Alabama, Alaska, Arkansas, Florida, Georgia, Idaho, Iowa, Indiana, Kansas, Kentucky, Louisiana, Mississippi, Missouri, Montana, Nebraska, North Dakota, Ohio, South Carolina, Texas, Utah, West Virginia, and Wyoming. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on S&P G...

The Federal Communications Commission will review licenses of stations owned by Walt Disney's ABC network. Regulators say they're looking for potential "unlawful discrimination." This comes after President Donald Trump told ABC to fire late night host Jimmy Kimmel. (Source: Bloomberg)

Nvidia, Advanced Micro Devices and Broadcom were all dropping amid worries about the sustainability of OpenAI's spending.

阿联酋阿布扎比国家石油公司（ADNOC）：已将其基准穆尔班（Murban）原油5月份的官方售价（OSP）定为每桶110.75美元，较4月份每桶69.45美元的官方售价大幅上调。

阿联酋能源部长苏海勒·马兹鲁伊28日接受媒体采访时表示，阿联酋选择此时退出石油输出国组织（欧佩克），主要考虑当前霍尔木兹海峡通行受限等因素，并认为这一决定对全球石油市场影响有限。马兹鲁伊告诉美国有线电视新闻网记者，阿联酋宣布退出“时机正确”，对石油市场和价格不会造成显著影响，缘由是霍尔木兹海峡通行受限，受限对象也包括阿联酋。这一决定有助于减轻价格方面的压力。(新华社)

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claffra/iStock via Getty Images The United Arab Emirates’ departure from OPEC marks a significant moment for the producer group but is unlikely to fundamentally change energy market dynamics in the near term, according to Helima Croft, head of global commodity strategy at RBC Capital Markets. “It’s a big story, obviously, to have UAE exit the producer group,” Croft said Tuesday in a CNBC interview. “This had been a story that I think had been foretold for years.” Croft explained that the UAE had made substantial investments in expanding its spare capacity and launched its Merbonne benchmark, signaling its intention to monetize those investments. The country had also been producing at elevated levels, creating friction over compliance with OPEC production quotas, she added. Despite the high-profile departure, Croft emphasized that market fundamentals remain unchanged. “This really doesn’t mean, I think, that we’re gonna see any real changes in terms of market fundamentals,” she said, adding that no OPEC cuts are imminent and member countries will need to rebuild capacity once the current Middle East conflict ends. Bob McNally, president of Rapidan Energy Group and author of “Crude Volatility,” agreed that the UAE’s exit sets the stage for a potential market share battle. “We’re gonna exit this crisis, hopefully, without long-term lasting damage, and then producers are gonna go all out to rebuild inventories, to recapture market share,” McNally said. However, McNally warned that oversupply eventually poses a threat to all producers. “At some point, it could be months, it could be years, we’re gonna come up against that demon in the oil market, that devil oversupply,” he said. Producers will then face a choice: cut production to stabilize prices or watch oil ( USO ) ( BNO ) crash. “We’ve seen this movie over and over again.” The broader context complicates any near-term price collapse scenario. Croft noted that the Strait of Hormuz remains effectively closed with no in...

格隆汇4月29日｜美国食品药品监督管理局（FDA）计划通过提高临床试验的透明度，缩短制药公司测试新药所需的时间。该机构首席人工智能官杰里米·沃尔什表示，这项提案有望将药物研发周期缩短“数月，甚至数年”。根据该计划，FDA将实时监测关于试验性药物是否有效及安全的宏观信号，但不会收集所有的患者个体层面数据。FDA周二还发布了一份通知，征求有关如何使用人工智能加速早期临床研究的信息，FDA称早期临床研究是“药物开发中的一个关键瓶颈”。

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Players who cover their mouths when speaking to opponents during confrontations should be sent off, says Gianni Infantino.

M.photostock/iStock via Getty Images For the first quarter, the Madison Dividend Income Fund (class I) returned +5.8%, which outperformed the S&P 500 Index, Russell 1000 Value Index, and Lipper Equity Income peer group returns of -4.3%, +2.1% and +0.2%, respectively. Throughout 2025, we highlighted in our Dividend Income Investment Strategy Letters what we believed to be growing risks to the overall market due to the combination of S&P 500 valuations near all-time high levels and significant market concentration. Those risks began to play out in the first quarter as valuations contracted. According to FactSet, the expected forward price-to-earnings ratio declined from 22x entering the year down to 18x ending the quarter. Additionally, the eight largest stocks in the S&P 500 (Nvidia ( NVDA ), Apple ( AAPL ), Alphabet ( GOOG ), Microsoft ( MSFT ), Amazon ( AMZN ), Broadcom ( AVGO ), Meta ( META ), and Tesla (TSLA)), which represented 35% of the index, all underperformed. On a sector basis, the best performing sectors from the prior three years were among the worst performing sectors in the period. Technology, Communication Services, and Consumer Discretionary declined -9%, -9%, and -7%, respectively. These factors caused the S&P 500 to fall -4.4%. The Dividend Income Fund was insulated from these risks due to its diversified portfolio of cheaper dividend stocks along with the fact it didn't own any of eight largest S&P 500 stocks. In terms of valuation, our preferred metric is looking at the relative yield of dividend stocks versus the S&P 500. Relative yield is defined as a stock or portfolio dividend yield divided by the S&P 500 dividend yield. A high relative yield compared to its long-term history indicates a low valuation for the stock or portfolio, while a low relative yield ratio indicates a high valuation, all else equal. At quarter-end, the relative yield of the Dividend Income Fund was 2.05x the S&P 500 and 1.35x the Russell 1000 Value Index, both at the hig...

恒指期货夜盘收涨0.26%，报25631点，低水49点。

Sanmina (NASDAQ: SANM) stock is roaring higher on Tuesday following a blockbuster quarterly report from the company . The electronics company's share price was up 15.6% as of 3:05 p.m. ET despite the backdrop of a 0.6% decline for the S&P 500 and a 0.9% decline for the Nasdaq Composite . After the market closed yesterday, Sanmina published results for the second quarter of its 2026 fiscal year -- a period that ended March 28. The company's sales and earnings performance in the period crushed Wall Street's expectations, and the stock is roaring higher today despite bearish momentum for the broader market. Image source: Getty Images. Continue reading

在伦敦高等法院裁定前政府将亲巴勒斯坦活动组织“巴勒斯坦行动”列为恐怖组织的决定违法后，英国内政大臣向法院提起上诉，试图维持对该组织的禁令。 伦敦高等法院今年2月作出裁决，认定上届政府将该组织列为恐怖组织的决定“不相称”，严重干涉了言论自由和集会自由。该组织自2020年创立以来，始终将英国的以色列关联防务公司作为攻击目标。 针对2月的裁决，现任内政大臣的律师在上诉法院的陈词中辩称，高等法院认定禁令对言论自由有“重大影响”的结论“被夸大且是错误的”。 “巴勒斯坦行动”最初被取缔是在去年夏天。当时，其活动人士强行闯入英国皇家空军的布莱兹诺顿基地，并损坏两架军用飞机。该禁令使其在法律上与伊斯兰国或基地组织并列，其成员身份成为刑事犯罪，最高可判处14年监禁。据悉，自禁令实施以来，已有超过2700人因持有支持该组织的标语牌而被捕，但若高等法院的裁决最终被维持，这些指控可能被撤销。 在此次上诉进行的同时，六名被控于2024年袭击埃尔比特工厂的人员正因刑事毁坏罪受审。 责任编辑：张俊 SF065

OpenAI, Anthropic and Meta Platforms are just a few of the companies relying on Amazon for support.

Shares of chipmaker Advanced Micro Devices (NASDAQ: AMD) ripped higher last week amid a broader chip-stock rally after blowout quarterly reports from Intel and Texas Instruments . The stock rose to levels above $350 at one point on Friday, briefly putting AMD up about 65% in April alone. Even after a pullback early this week, shares are up about 49% year to date, obliterating the S&P 500 's 4% gain. Sure, AMD's recent business results have been impressive. But have they been good enough to justify a rally this big? Continue reading

Source: Bloomberg, 0:00

【有線新聞】馬德里網球公開賽，施維列夫晉身男單8強。 白色褲施維列夫第一盤先贏文錫6比4，雙方第二盤都未有破發機會，拉鋸到決勝局。世界第3的施維列夫細分落後1比4下，輸4比7。決勝第三盤，先失發球局下反彈，回敬兩次破發，決勝分開出今場第12球「ACE」，贏6比3。施維列夫以盤數2比1淘汰文錫，今季第4次打入1,000分賽事8強，鬥高保利。

Amazon stock is picking up strength as the tech giant prepares to report its first-quarter results late Wednesday.

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Investigation into Meta Platforms (META) Reveals Potential Priva GuruFocus

Semiconductor Industry Faces Helium Supply Crisis Intellectia AI

Amazon is still a generational winner, but the next few months may test investors' patience before the real upside resumes.

Amazon (AMZN) Moves Fast to Bring OpenAI Tech to AWS after Microsoft Shift TipRanks