Micron initiated, Rambus downgraded: Wall Street's top analyst calls

Columbia University is planning to tap the bond market next month for capital projects. The Ivy League institution said in a filing that it was considering the issuance of $285 million of tax-exempt bonds, which would be sold through a state agency, and $200 million of taxable bonds. The offerings are tentatively slated to price in May. A university spokesperson said in an emailed statement that the offering was planned “as part of Columbia University’s continued commitment to enhance the academic and research environment for our community.” Last year, Columbia reached a roughly $200 million settlement with the Trump administration to resolve multiple civil rights investigations, clearing the way for the reinstatement of canceled grants and contracts. It also agreed to pay another $21 million to settle claims that Jewish faculty and staff faced unlawful workplace discrimination following the October 2023 Hamas attack on Israel. Elite universities rushed to sell debt last year to protect their finances, as the federal government instated funding freezes and proposed research spending cuts. Related: Elite Colleges Go on $4 Billion Debt Spree After Trump Threats The proceeds of taxable sales can be used for a wide array of purposes, making it an attractive option for universities to raise liquidity. Columbia said its offering would be used for general corporate purposes.

智迪科技公告，2026年第一季度营收为3.92亿元，同比增长28.65%；净利润为455.55万元，同比下降83.42%。

This morning a "Potential Dividend Run Alert" went out for Target Corp (NYSE: TGT), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is

Is Micron Technology a Better Buy Than Texas Instruments? Trefis

(RTTNews) - Despite spiking gasoline prices, the Conference Board released a report on Tuesday showing an unexpected improvement in U.S. consumer confidence in the month of April.

阿联酋宣布将退出石油输出国组织（欧佩克）。受伊朗战事影响，全球主要产油国的联盟关系与投资布局被打乱，此举对这个石油垄断联盟造成沉重打击。 作为欧佩克第三大产油国，阿联酋的突然退出进一步削弱了该组织。尽管全球每10桶原油产量中就有多达4桶来自欧佩克成员国，但该组织长期受内部分裂问题困扰，叠加美国石油产量持续攀升，发展一直步履维艰。 伊朗战事进一步加剧了压力：既加深了欧佩克核心阿拉伯国家之间的分歧，又导致霍尔木兹海峡通行中断。欧佩克主要产油国的原油出口大多依赖该海峡，在这场空前的供应危机中，该组织彻底丧失了干预市场的能力。 阿联酋具备相对优势，该国超半数原油可经由境内陆路运输，从而避开海峡封锁。退出欧佩克后，阿联酋将拥有更大自主空间，可加大投资扩大原油产能，灵活应对这条关键水道未来的不确定性。 阿联酋补充表示，该国还将退出包含俄罗斯在内的产油国合作机制欧佩克+，并在退出后逐步提高原油产量。 能源咨询公司雷斯塔能源地缘政治分析主管表示：“阿联酋的退出，瓦解了欧佩克调控市场的核心支柱之一。失去这样一个 日产 产能达480万桶、且有意继续增产的成员国，直接削弱了欧佩克关键的市场调控手段。” 据国际能源署数据，阿联酋产能占欧佩克总产能的13%，其退出将严重损害该组织的市场管控能力。 阿联酋与沙特阿拉伯，是欧佩克仅有的少数具备大规模闲置产能的成员国，而闲置产能正是欧佩克 exert 市场影响力、应对供应危机的核心依托。 阿联酋称：“短期内，阿拉伯湾与霍尔木兹海峡停运等扰动因素仍会冲击原油供给格局，但中长期来看，全球能源需求将保持持续增长的基本面趋势不变。” 美国页岩油规模化开采后，欧佩克左右国际油价的实力大幅下滑。为此欧佩克与俄罗斯达成合作，以此稳固市场份额与定价话语权。近几周，欧佩克产油国私下抱怨，伊朗在霍尔木兹海峡的袭击行动，令其彻底失去了左右原油市场波动的主导地位。 近年来，阿联酋一直要求在其与欧佩克及欧佩克+达成的协议框架下，获得更大的原油增产配额空间。以往在经济与地缘政治议题上，一旦与邻国、军事盟友及欧佩克传统伙伴沙特阿拉伯出现分歧，阿布扎比始终不愿妥协退让。 责任编辑：何云

UAE to leave OPEC and OPEC+ oil producer groups Reuters

北京时间4月28日晚，美股周二早盘走低，纳指下跌逾200点。油价上涨以及OpenAI发布的疲软报告令科技股承压。阿联酋宣布退出OPEC。 道指跌73.03点，跌幅为0.15%，报49094.76点；纳指跌202.39点，跌幅为0.81%，报24684.71点；标普500指数跌36.66点，跌幅为0.51%，报7137.25点。 据报道，OpenAI近期营收和新用户增长均低于其内部目标。报道称，首席财务官萨拉-弗里尔已向领导层表达担忧，若收入增长不够快，OpenAI未来可能无力支付算力合同。 这一消息拖累科技股走低。英伟达下跌逾2%，博通下跌逾4%， AMD 和 英特尔 分别下跌近6%和4%， 甲骨文 下跌逾7%。 周二的走势发生在前一交易日标普500和 纳斯达克 创下收盘纪录新高之后。由于美伊和平谈判似乎陷入僵局，市场涨势受到抑制。 据报道，美国总统特朗普对伊朗提出的开放霍尔木兹海峡的提议感到不满。受此消息影响，周二美国原油价格上涨逾4%。 截至美东时间上午8：35，西得克萨斯中质原油期货上涨逾3%，至每桶100.11美元。国际基准布伦特原油期货上涨3.2%，至每桶111.67美元。 多名知情人士表示，特朗普已向其顾问表示，他对伊朗提出的开放海峡、结束战争的提议不满意。目前尚不清楚特朗普为何不喜欢伊朗的提议。 伊朗此前提出，如果美国解除海上封锁，伊朗将重新开放海峡。但德黑兰希望将其核计划谈判推迟至日后进行。国务卿马尔科·鲁比奥周一在接受新闻采访时对伊朗的提议表示怀疑。鲁比奥表示，德黑兰愿意重新开放海峡通航，但前提是伊朗仍控制该航道。 鲁比奥说：“这不是开放海峡。那是国际水道。他们不能，我们也不能容忍他们试图将‘由伊朗决定谁可以使用国际水道以及要付多少钱’的制度正常化。” Lipow Oil Associates总裁表示，霍尔木兹海峡的能源运输仍然严重受阻，每天约有2000万桶原油、燃料和石化产品受到影响。即使敌对行动立即结束，恢复正常市场条件也需要数月时间，因为需要清除水雷、缓解油轮拥堵并逐步恢复生产和炼油。 他估计，考虑到运输和分销滞后，石油市场至少需要四到六个月才能稳定下来，在此期间库存接近临界水平，价格可能仍将居高不下。“冲突持续的时间越长，价格就越高，尤其是当库存被消耗至临界运营水平时。如果冲突明天结束，原油价格估计将下跌每桶10美元。” Lipow表示，在...

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Torsten Asmus/iStock via Getty Images I recently wrote an article on the Neos Enhanced Income Cash Alternative ETF ( CSHI ), which focuses on t-bills, and with smaller equity option spreads meant to boost income. The NEOS Enhanced Income Aggregate Bond ETF ( BNDI ) is similar to CSHI, with similar spreads, but focusing on bonds. BDNI's strategy boosts the fund's dividend yield to 5.7%, around 1.8% higher than its benchmark, with a smaller increase in past and expected returns. BNDI's strategy should result in small, single-digit losses during significant, sharp equity drawdowns. In my opinion, BNDI's increased income more than outweighs its higher risk, making the fund a buy. Quick Strategy Overview Quick overview of BNDI's strategy before looking into some of the fund's characteristics, advantages and disadvantages. BNDI focuses on bonds, through equal investments in the Vanguard Total Bond Market Index Fund ETF Shares ( BND ) and the iShares Core U.S. Aggregate Bond ETF ( AGG ). Both these ETFs track the same broad-based bond index, and account for around 99.5% of the fund's assets. BNDI's management fees are set up so that total operating expenses, including any expenses paid to BND and AGG, add up to 0.58%. Although fees are not excessive, they are definitely above-average, and a drag on the fund's income and performance. BNDI does some equity option spreads, with these accounting for only 0.5% of its assets, but a greater proportion of its income, returns, and (potential) risks and drawdowns. Let's have a closer look at these spreads, take special note of the highlighted positions: BNDI - Table by Author In the example above, BNDI bought and sold put options on the S&P 500. Selling the put option generates some money in premiums for the fund, boosting its dividend yield. Selling the option also means losses if the S&P 500 were to decline from its 6,600 strike price by its 05/07/2026 expiration date, next week. The S&P 500 trades at a 7,169 price right now, so t...

格隆汇4月28日｜Zaye Capital Markets的Naeem Aslam表示，阿联酋正在调整自身定位，以便更好地将其闲置产能货币化，并直接对市场信号做出反应，而不是等待欧佩克的生产决策。Aslam说：“他们利用了这场危机，摆脱了委员会的束缚，并按照自己的时间表向市场大量供应闲置产能。“更广泛地说，这一决定反映了一种向长期经济多元化转型的战略，即额外的石油收入可以被投入主权财富基金、技术投资和能源转型项目。他说：“通过在混乱最严重的时候退出，阿联酋发出了新规则的信号——能源主权高于集体思维的忠诚。”

双鹭药业公告，2026年第一季度营业收入1.37亿元，同比下降18.98%。净亏损8611.44万元，上年同期净利润4596.84万元。

helen89/iStock Editorial via Getty Images I will always prefer to invest in businesses that I have firsthand experience with, and if I like the product, it makes researching the stock that much more interesting. Cracker Barrel ( CBRL ) is a restaurant chain that I have fond memories of and also differentiates itself in a few ways: the way all the stores have the same layout, the rocking chairs out front, the decor, the checker sets and "peg game", and under the hood is the fact that all the stores are operated by the company, not franchised. Recently, though, Cracker Barrel has gone through turbulence both as a stock and as a brand. The stock is down 82% over the past five years, and in 2025 Cracker Barrel made headlines for an attempted rebrand. A select few stores as well as the logo got a massive overhaul and had a new, modern, minimalist look. After widespread consumer backlash, including the president of the United States chiming in, management reversed course, rolling back most of the changes and issuing an apology . After a seemingly disastrous move by management and a stock chart that goes steadily down and to the right, I started my research into Cracker Barrel thinking I might find a cheap turnaround play with high upside. And while the stock is certainly beaten down, there is still more optimism baked into the price than I was expecting. This article will cover why I think a turnaround for the business is still possible, but why Cracker Barrel stock isn't cheap yet at this valuation, and why I don't have much confidence in the current management regime. Why the Turnaround is Still Possible In certain situations, a business model might be truly doomed. Blockbuster, for instance, despite holding a significant mindshare and nostalgia for consumers in the early 2000s, just could not survive the transition to streaming without a massive strategic shift. To be clear, the company itself wasn't necessarily doomed (they had a chance to buy Netflix after all), but ...

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The United Arab Emirates announced on Tuesday that it will leave the Organization of the Petroleum Exporting Countries (Opec) and the wider Opec+ alliance effective May 1, a move that signals a push for greater control over its production strategy. The decision followed “a comprehensive review” of the country’s production policy and capacity, the Ministry of Infrastructure said in a statement, adding that it was based on national interests and a commitment to help meet global market...

Roger E. Susi, CEO, President, and Chairman of Iradimed Corporation (NASDAQ:IRMD) , reported the indirect sale of 7,500 shares of common stock across multiple open-market transactions on April 20 and April 21, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($92.55). * 1-year price change calculated using April 21st, 2026 as the reference date. Continue reading

THEPALMER/iStock via Getty Images Marten Transport ( MRTN ) recently released its 1Q26 results via a short earnings release and an updated investor presentation , without providing a 10-Q or an earnings call. The results materials are not abundant, but they reveal that so far the trucking cycle has not turned for Marten, which remains in contraction mode, both in terms of its operating metrics as well as in investment decisions. There were some positive indications (mainly in revenue per truck), but the quarter still posted a deep decrease in operating income. The company believes the cycle is turning via a supply contraction from new migrant driver regulations. This may indeed lead to a tighter capacity and better margins for fleets, but drivers may get most of it. On a longer time frame, the name is even more expensive than when I last covered it , in what I believe is above a fair valuation considering the average profits across the cycle. I maintain a Hold rating. 1Q26 results The Marten results came up within the context of doubts about whether the trucking market is really turning around. The important Cass Freight Indexes show that although shipments continue to fall YoY, prices are recovering, both with and without considering fuel as a factor. Further, in the latest report, shipments are growing MoM on a seasonally adjusted basis. The main driver of higher prices is expected tightness in supply. Therefore, the Marten results were expected to show the impact of these changes from the past few months on the company's finances. Indeed, the first sign we find is an increase in revenue per truck across both segments, Dedicated (+1.5%) and Truckload (+5.5%). Unit revenue is perhaps the basis from which results can start to fall to the company level, so this is an indication that the cycle is at least getting more positive in the margin. Unfortunately, this was the only positive read from the release, and not enough to improve the company's reported income stateme...

Advanced Micro Devices Inc Stock (AMD) Moved Down by 3.30% on Apr 28: What Signal Does It Send? TradingKey

Italy's parliament backs donation of aircraft carrier to Indonesia Reuters

NBA，獨行俠的法拉格獲選年度最佳新人。 19歲的法拉格僅以26分，擊敗杜克大學前隊友，效力黃蜂的干諾普當選。這位去年新秀「狀元」，常規賽場均21分、6.7籃板，4.5次助攻及1.2次偷截，四項數據冠絕全隊，是1984/85年度米高佐敦之後，第一位新秀做到。 其中月初對魔術攻入51分，成為史上最年輕一位單場突破50分的球員。

In Tazewell County, Illinois, Michael Deppert depends on a natural pool of water beneath the sandy soils of his farm to irrigate the pumpkins, corn, and soybeans growing in his fields. So when a data center was proposed about eight miles away, he feared it would tap the same aquifer, potentially eroding crop yields and profits. Deppert, who is also the president of the local farm bureau lobby group, says locals were also “nervous” about how a data center would affect the “good, clean drinking water.” Residents launched a fierce opposition campaign, packing city council meetings and mounting petitions. After several months, the project, led by developer Western Hospitality Partners, was scrapped. Read full article Comments

登录新浪财经APP 搜索【信披】查看更多考评等级 巴克莱银行一季度贷款损失拨备金突破11亿美元，随后对信贷市场低质量细分领域的风险发出警示。 这家在美国拥有大型投行与信用卡业务的英国银行表示，将收紧对部分结构性融资借款机构及平台的信贷投放。此类机构面向个人与企业发放贷款，但其资金来源高度依赖其他金融机构。同时，巴克莱还调整了潜在信贷损失的预估核算方式。 此前，巴克莱本季度对伦敦抵押贷款经纪商市场金融解决方案公司（MFS）约3亿美元风险敞口进行资产核销。该机构今年倒闭，遭债权人指控存在欺诈行为。受此影响，该行信贷减值支出飙升至8.23亿英镑，约合11亿美元，创下2020年新冠疫情以来单季最高水平。 首席执行官向分析师表示，巴克莱将不再向商业模式抗风险薄弱、且无法证明自身财务管控具备合规性与独立性的机构提供贷款。 巴克莱披露，其面向非银金融机构的结构性融资风险敞口规模达660亿英镑，约合890亿美元。其中绝大部分为住宅抵押贷款、商业地产支持的证券化产品，以及各类结构性融资借款主体相关敞口。 首席执行官称，整体信贷市场基本面依旧稳定。目前，向巴克莱借贷的个人与企业，仍有能力消化伊朗局势带来的成本上涨压力，贷款还款节奏保持正常。 巴克莱银行股价周二下跌约2%。 银行股东正密切关注私人信贷市场降温引发的连锁传导效应。近年，资产管理公司与商业发展企业已向中型企业、借贷平台发放约3万亿美元贷款，其中大量借款主体无信用评级、信息披露极不充分。而这类放贷资金，有一部分来自银行向资管机构提供的信贷额度及其他融资工具。 市场担忧部分底层借款人或将出现违约，尤其是商业模式受人工智能发展冲击的企业，这也导致一季度投资者集中赎回私人信贷基金。由于多数基金设有赎回限制，投资者无法足额取出资金。 受益于净利息收入增长，巴克莱最新季度净利润小幅攀升至约26亿美元，总营收同比上涨6%。该行表示，依托信贷规模扩张、结合央行货币政策走势管控利率风险，存贷款利差收益实现改善。 银行维持2026年业绩指引及2028年中长期目标不变。巴克莱的转型改革已推进两年，核心举措包括削减成本、平衡投行业务资本消耗（目前投行占用集团55%资本），将资源向现金流更稳定的信贷业务倾斜。 本季度，巴克莱投行业务表现不及美国同业。首席执行官坦言，部分原因在于巴克莱未布局大规模大宗商品业务，无法从近期能源市场剧烈波动中获益。 责任编...

hapabapa AbbVie ( ABBV ) is scheduled to report Q1 earnings on April 29, before market open, with analysts expecting growth recovery both in terms of profits and dividends. EPS is seen growing 8.5% Y/Y to $2.67, while revenue is projected at $14.72B, translating to a 10.3% Y/Y growth. The revenue figure matches the company’s own guidance. Seeking Alpha Envision Research noted that growth in recent years was muted due to a combination of sales pressure from the Humira franchise following the patent cliff and also the increased expenses, which it argues have run their course. Going forward, growth is expected to be driven by Skyrizi and Rinvoq, which analysts believe have more than counterbalanced the decline due to Humira. “Looking past the next quarter, the longer-term earnings projection for AbbVie indicates a growth trajectory with CAGR in the upper single digits,” it added. For the full year, management expects total sales growth of 9.5% with net revenues of around $67 billion. The company anticipates an adjusted gross margin above 84% of sales and an adjusted operating margin ratio of approximately 48.5%. AbbVie expects its key growth drivers to remain robust, with Skyrizi projected to generate $21.5 billion in revenue, Rinvoq $10.1 billion, and Humira $2.9 billion. In neuroscience, global sales are forecast to reach $12.5 billion, led by Vraylar at $4 billion, Botox Therapeutic at $4.1 billion, and Vyalev at $1 billion. Meanwhile, oncology revenue is expected to total $6.5 billion, while the aesthetics segment is projected to deliver $5 billion in sales. On the dividend front, the analyst noted that growth appears to be regaining momentum, with the latest annual increase of 5.48% suggesting stabilization following a recent slowdown. Over the last 2 years, ABBV has beaten EPS estimates 75% of the time and has topped revenue estimates 100% of the time, setting up expectations for another better-than-expected quarter. More on AbbVie AbbVie: Fairly Valued And Posit...

Strategic NVIDIA Ecosystem Alignment Expands OneMeta's Position in Real-Time AI Media BOUNTIFUL, UT / ACCESS Newswire / April 28, 2026 /ONEMETA Inc. (OTCQB:ONEI), a provider of real-time multilingual communication technologies, today announced its ...

Vertigo3d/E+ via Getty Images In the first quarter, markets navigated a complex backdrop of geopolitical tensions and economic resilience, alongside temporary global tariffs following a Supreme Court decision. Prior to the Iran conflict, markets had reached all-time highs with lower volatility, a dynamic that reversed following U.S. and Israeli engagement. Oil prices spiked, supply chains were disrupted, financial conditions tightened, and investors shifted toward safer assets. The conflict in Iran further underscored the growing importance of national resilience, prompting a re-evaluation of global supply chains and energy dependencies and accelerating the shift away from efficiency toward resilience and strategic autonomy. Central banks largely held policy steady in response to energy-driven inflation, with both the Federal Reserve and the ECB adopting a wait-and-see approach. Meanwhile, Japan’s snap election delivered political stability and a mandate for fiscal expansion, despite ongoing concerns around long-term debt sustainability. Amidst first-quarter volatility, the portfolio outperformed the Russell Midcap® Growth Index. There was strength across most sectors, with some relative weakness in Health Care, Consumer Staples, and Materials. Our preferences in the Consumer-oriented sectors lean toward value-oriented or specialty retailers, franchise models, premium brands, or support services for other consumer companies. O’Reilly Automotive Inc. ( ORLY ) , a specialty retailer of aftermarket automotive parts and accessories, edged forward 1%. The company reported a solid quarter, outpacing consensus estimates. Their do-it-for-me, professional-mechanic-focused business continues to perform well, posting double-digit sales growth while its do-it-yourself segment exhibited signs of stabilization. We often see the ebb and flow of the Energy sector tied to underlying commodity prices. In this area, we seek low-cost exploration & production companies with high-yieldin...

Looking at the universe of stocks we cover at Dividend Channel, on 4/30/26, Permianville Royalty Trust (Symbol: PVL) will trade ex-dividend, for its monthly dividend of $0.01, payable on 5/15/26. As a percentage of PVL's recent stock price of $1.91, this dividend works out to a

Key PointsPayPal continues to struggle to keep up with competition from Apple, Google, and Buy Now, Pay Later companies.

Collateral Damage By Molly Schwartz, Cross-ASset Macro Strategist at Rabobank Negotiations between the US and Iran are going nowhere. In fact, they’re not really even happening at all. Over the weekend, Axios reported that Iran gave the US a proposal to reopen the Strait — not to end the war. The proposal includes extending the ceasefire and an assertion that any conversations about Iran’s nuclear program are off the table until the Strait is open and the US blockade is lifted. The US has not indicated whether it will accept or reject the proposal at the time of writing. Assuming the US does agree to extend its indefinite ceasefire, a flimsy ceasefire extension, even if agreed to by both parties, holds little water. Remember, keeping the Strait open was a condition of the current ceasefire as agreed to on April 8, and we can all see how well that held up. Just take a look at the prices at the pump. While conversations between the US and Iran stall, Iran is making friends elsewhere. Iranian Foreign Minister Araghchi met with Putin yesterday, as Bloomberg reported that Araghchi told Putin he is “committed to strengthening the country’s partnership with Russia” and that “the Iranian people are able to ‘resist US aggression and will be able to overcome it.’” As Iran and Russia are making nice, the US and Germany are not. During a visit to a school in western Germany, German Chancellor Friedrich Merz said that the Trump Administration was being “humiliated” by Iran : “The Iranians are clearly stronger than expected and the Americans clearly have no truly convincing strategy in the negotiations either. A whole nation is being humiliated by the Iranian leadership.” Trump has not commented on Merz’ claims at the time of writing . The longer the Strait remains closed, the longer the European economy, and energy complex, is squeezed. Germany has rejected Trump’s calls to join the war under NATO, despite German leaders softly echoing support of US military efforts. Europe has ...

Looking at the universe of stocks we cover at Dividend Channel, on 4/30/26, Novanta Inc (Symbol: NOVTU) will trade ex-dividend, for its quarterly dividend of $0.8125, payable on 5/1/26. As a percentage of NOVTU's recent stock price of $59.07, this dividend works out to approxim