atakan KKR Real Estate Finance Trust ( KREF ) was trading higher after the mortgage REIT disclosed insider purchases on Monday. Shares were 4.42% higher to $6.14 during pre-market trading on Tuesday. CEO Matthew Salem acquired 60,000 shares of common stock for a weighted average price per share of $6.0412, bringing the total number of shares directly owned by the executive to 703,075. COO Patrick Mattson bought 40,000 shares of common stock at a weighted average price per share of $6.0268, and now owns 500,287 shares of direct ownership. More on KKR Real Estate Finance Trust KKR Real Estate: A Dividend Cut And Book Value Dip Heightens Preferreds' Role KKR Real Estate Finance Trust Inc. (KREF) Q1 2026 Earnings Call Transcript KKR Real Estate Finance Trust Inc. 2026 Q1 - Results - Earnings Call Presentation KREF outlines plan to cut legacy office exposure to under 10% and authorizes $75M buyback amid dividend reset KKR Real Estate Finance Trust Q1 2026 Earnings Preview

专题：聚焦美股2026年第一季度财报 企业表示，业绩提振得益于产品创新与消费需求韧性支撑 金佰利公布一季度利润提升、销售额同比上涨。 生活用品巨头 金佰利（KMB） 一季度利润与销售额同步走高，公司将亮眼业绩归功于产品创新以及具备韧性的消费需求。 公司首席执行官许迈克于周二表示，尽管宏观经济与地缘政治存在不确定性，这家家居用品企业本季度仍持续扩大市场份额。 “我们聚焦消费者需求推进产品创新、提升品牌好感度，同时依靠高效团队执行力达成目标。” 许迈克称，“与此同时，我们持续落地降本措施，夯实财务基本面，为未来业务布局投入蓄力。” 作为舒洁纸巾、好奇纸尿裤的生产商，金佰利当期净利润 6.65 亿美元，折合每股收益 2 美元；去年同期净利润 5.67 亿美元，每股收益 1.70 美元。 剔除一次性项目后，公司调整后每股收益为 1.97 美元，高于 FactSet 统计的华尔街预期 1.93 美元。 金佰利提到，该业绩中有 0.13 美元收益，来自对泰诺、李施德林母公司 健赞（Kenvue） 的并购布局；这笔价值 400 亿美元的收购交易，预计于今年下半年完成交割。 许迈克表示：“核心业务稳步复苏，叠加第二季度将迎来史上最强的创新产品与商业化落地矩阵，借助收购健赞的契机，金佰利将把握跨世代的长期价值增长机遇。” 一季度净销售额同比增长 2.7%，至 41.6 亿美元，超出分析师预期的 40.9 亿美元。 金佰利预计，2026 年有机销售额增速，将持平或领先于自身经营品类及覆盖国家的行业平均增速；分析师预测其全年销售额可达 174.2 亿美元。 公司同时维持全年盈利预期不变：固定汇率口径下，调整后每股收益同比基本持平。2025 年公司调整后每股收益为 7.53 美元，市场预期 2026 年该项数据为 7.49 美元。 责任编辑：郭明煜

AMD ANNOUNCES “ADVANCING AI 2026” Moomoo

Source: Bloomberg, 8:19

格隆汇4月28日｜希尔顿首席财务官表示：受中东地区持续冲突影响，预计2026年每间可售房收入（REVPAR）将下降15%至19%；预计第二季度业绩将受到最大冲击。

Amazon will report its Q1 earnings after the bell on Wednesday.

商汤科技今日发布并开源日日新SenseNova U1 系列原生理解生成统一模型，能将语言与视觉信息作为统一的复合体直接建模。(科创板日报)

专题：聚焦美股2026年第一季度财报 一季度营收增长 4.7%，达 22.4 亿美元 数据显示，捷蓝航空一季度营收增长 4.7% 至 22.4 亿美元，符合分析师预期。 总部位于纽约的捷蓝航空（JBLU）表示，正通过削减运力，对冲不断上涨的燃油开支。 在截至 3 月 31 日的第一财季，公司录得亏损 3.19 亿美元，折合每股亏损 0.86 美元；去年同期亏损 2.08 亿美元，每股亏损 0.59 美元。 市场分析师此前预期每股亏损 0.71 美元。 一季度营收同比增长 4.7%，达 22.4 亿美元，与市场预期基本一致。 捷蓝航空首席执行官乔安娜・格拉吉蒂指出，本季度出行需求整体回暖，公司一季度运力已缩减 1.7%。 受伊朗局势冲突影响，燃油价格走高。为降低冲击，捷蓝航空将第二季度运力较近期预期再削减近 1 个百分点，运力收缩主要集中在出行淡季时段。 公司预计，第二季度可通过票价调整转嫁 30% 至 40% 的燃油成本，明年初实现 全额转嫁 。一季度平均燃油成本大涨 15.2%，至每加仑 2.96 美元。 捷蓝航空同时下调下半年运力规划，较此前预期至少再缩减 2 至 3 个百分点。 公司预测，第二季度每加仑燃油成本将攀升至 4.13–4.28 美元；季度可用座位里程（航空核心运力指标）预计增长 1.5% 至 4.5%。 管理层表示，佛罗里达州劳德代尔堡基地业务表现强劲，第二季度全部预期运力增量均来自该区域。 财报发布后，公司盘前股价下跌 2.4%，报 4.82 美元。 责任编辑：郭明煜

STX 8-K及美國證券交易委員會申報文件 Yahoo 財經

In theory, Musk and Altman’s court fight could pose key questions about AI safety – in reality, it’s motivated by money and personal grievance Sign up for the TechScape newsletter: our free technology email Hello, and welcome to TechScape. I’m your host, Blake Montgomery, US tech editor at the Guardian, writing to you from beneath a cherry blossom tree in Prospect Park in New York City. Spring has arrived! Facing AI and a tough job market, gen Z turns to entrepreneurship: ‘I have to prove myself’ Continue reading...

Key PointsNDWM bought 92,823 SLQD shares; estimated trade value $4.71 million (based on quarterly average price).

Nvidia (NVDA) Stock Falls 3% as OpenAI Misses Revenue and User Targets CoinCentral

格隆汇4月28日｜雷神公司向美国太空军交付第二代导弹预警传感器。

The S&P 500 (^GSPC) is pulling back from its latest record run as investors take some profits in this jittery market. OpenAI missed sales and user targets, rippling through tech stocks, while oil is climbing. The United Arab Emirates plans to exit OPEC. S&P 500 futures slipped 0.4% while Nasdaq 100 futures sank 0.9% and ... OpenAI’s Revenue Miss Is Ripples Through S&P 500 While Earnings Pour In

The glassmaker's optical communications division posted $1.85 billion in Q1 sales, up 36% year over year, driven by data center buildout

专题：聚焦美股2026年第一季度财报 这家涂料制造商预计，伊朗局势冲突将推高原材料通胀压力 公司自营品牌门店板块营收同比增长 3.7%，至 30.5 亿美元。 涂料巨头 宣伟（SHW） 一季度净利润实现增长，但这家家装涂料企业坦言，个人家装 DIY 客户需求持续疲弱。同时公司预警：受地缘动荡、能源价格飙升引发的通胀冲击，企业或将持续上调产品售价。 公司一季度净利润 5.347 亿美元，折合每股收益 2.15 美元；去年同期净利润 5.039 亿美元，每股收益 2.00 美元。 剔除一次性项目后，宣伟调整后每股收益达 2.35 美元，高于 FactSet 统计的分析师平均预期 2.27 美元。 季度总营收同比上涨 6.8%，至 56.7 亿美元，超出华尔街 55.6 亿美元的平均预测值。 业务分部数据： 自营品牌门店营收 30.5 亿美元，同比 + 3.7%； 消费品牌板块营收 9.083 亿美元，大涨 19%，收购 Suvinil 品牌带来的增量，抵消了北美 DIY 市场的疲软； 功能性涂料营收 17.1 亿美元，同比 + 6.5%。 公司董事长、首席执行官兼总裁海蒂・佩茨表示：“本季度全球不确定性加剧，多数终端市场需求低迷，在此背景下，宣伟仍实现稳健营收增长。” 美国房贷利率与房价长期居高不下，房地产市场持续降温，进而拖累建筑行业整体活动。 对于第二季度，宣伟预计营收增速维持 中个位数 区间。 佩茨指出：“结合当前消费信心与各项先行指标判断，今年多数终端市场难以回暖、甚至改善有限。” 受伊朗冲突及能源冲击影响，企业预判原材料成本将持续通胀上行。为此，宣伟已启动部分产品提价，整体调价幅度或将落在此前预期区间的上限。 公司正通过全域降本对冲大宗商品涨价压力，但不排除后续进一步涨价的可能。 2026 全年业绩指引： 基准每股收益维持 10.70–11.10 美元，低于华尔街平均预期 11.23 美元； 调整后每股收益指引 11.50–11.90 美元，与分析师均值预期 11.71 美元基本持平； 全年营收增速预期维持 低至中个位数 区间不变。 责任编辑：郭明煜

World number one Jannik Sinner's brilliant form continues as he reaches the quarter-finals of the Madrid Open with a straight-set win over Britain's Cameron Norrie.

Buying PLTR at a Discount? You Are Getting Paid to Do It Trefis

合计55.82万人次参与，共按市场价从二级市场购得中国平安A股股票3.51亿股、H股股票2.11亿股。 4月28日，中国平安（601318.SH，02318.HK）公布2026年一季报。一季度，中国平安实现营业收入2384.77亿元，同比下降7.1%；归母营运利润407.80亿元，同比增长7.6%；归母净利润250.22亿元，同比下降7.4%。 其中，在寿险方面，2026年第一季度，平安寿险及健康险业务实现归母营业利润296.96亿元，同比增长6.43%，新业务价值达成155.74亿元，同比增长20.8%；新业务首年保费增长45.5%。另外，银保渠道、社区金融服务及其他等渠道对平安寿险新业务价值的贡献占比同比提升6.8个百分点。 在产险业务方面，2026年第一季度，平安产险原保险保费收入909.51亿元，同比增长6.8%。其中，新能源车业务原保险保费收入同比提升16.1%；非机动车辆保险原保险保费收入375.14亿元，同比增长19.5%。保险服务收入843.34亿元，同比增长3.9%。财产险实现归母营业利润28.15亿元，同比下滑13.41%。 银行业务方面，在去年平安银行业绩筑底之后，今年一季度迎来营收利润“双增”，当季实现营业收入352.77亿元，同比增长4.7%，实现净利润145.23亿元，同比增长3.0%。截至2026年3月末，平安银行不良贷款率1.05%，拨备覆盖率219.59%。 在投资业务方面，2026年第一季度，中国平安保险资金投资组合非年化净投资收益率0.8%。截至3月31日，平安保险资金投资组合规模约6.55万亿元，较年初增长0.9%。 一季度，为应对低利率风险，中国平安主动逢高配置利率债，加大红利价值型和科技成长型权益的均衡布局，并积极增加优质另类资产布局。 截至3月31日，中国平安保险资金投资组合的债权计划及债权型理财产品规模为2964.30亿元，在总投资资产中占比4.5%，较年初下降0.5个百分点。不动产投资余额为2018.18亿元，在总投资资产中占比3.1%。该类投资以物权投资为主，采用成本法计量，在不动产投资中占比86.8%，主要投向商业办公、物流地产、产业园、长租公寓等收租型物业，以匹配负债久期，贡献相对稳定的租金、分红等收入，并获取资产增值；除此之外，债权投资占比6.5%，其他股权投资占比6.7%。 另外，中国平安披露了两个持股计划...

Did Qualcomm Just Put Apple in Check? MarketBeat

Getty Images Netflix ( NFLX ) is a stock I still own for the long term. Last wrote about it in January 2025. I called it a long-term hold and a short-term sell for traders. Today, I feel that the stock is a solid long-term buy. I think it would have been interesting to see what Netflix would have done with Warner Bros. Discovery ( WBD ), but that's all in the past now (and arguably for the best, given the leverage required). So is Reed Hastings's tenure with the company. He will be leaving officially in June, and some may have expressed concern that he is no longer part of the board, but for me, it's a non-issue...the major decision-making powers have already long been the province of co-Chief-Execs Greg Peters and Ted Sarandos. I will discuss the recent earnings report and the fact that I don't think the recent sell-off is a harbinger of bad things to come for the stock in the years ahead. Netflix is still the big streaming player in town and I see it doing better with advertising incrementally over time at first, and then with growth spurts along the way. And although I know the company has been averse to a true multiplex strategy for its content, it's really hard not to believe that it will eventually move in that direction, especially given that there was an interest in Warners and its entertainment businesses (minus the linear side, of course), which included the movie business and DC as well as HBO. The company may also consider an acquisition at some point, and its share buyback is a welcome addition in most respects (there's a small part of me that would rather a focus on debt reduction to make the balance sheet even stronger, something that would be controversial on Wall Street, which would certainly not worry about debt with a company such as this one). Q1 Earnings The report was delivered on April 16, 2026. The shareholder letter said that revenue increased 16% to just under $12.3 billion. Operating income rose 18% to $4 billion, with operating margin jum...

On April 13, Santiment flagged that negative posts about XRP (CRYPTO: XRP) had nearly overtaken positive ones, something that has only happened twice in the past two years. XRP holders are rattled right now, with the price dropping below the $1.40-$1.45 range once again, and holding on to $1.39. The price dip shows the bears ... XRP Sentiment Hits a 2-Year Low: XRP Rallied 82% the Last Time This Happened

Erik Isakson/DigitalVision via Getty Images Thesis Arista Networks ( ANET ) is heading into a May 5th 1Q26 earnings release. So far, Arista has probably been one of the cleanest ways to play the AI infrastructure buildout for investors. They have strong momentum already showing up in their positioning at the centre of hyperscale demand. My bull case here would then hinge on Arista continuing to outperform expectations via sustained 30% revenue growth, more AI back-end networking wins, and some further upside to guidance as we’re seeing a lot of cloud customers ramp their deployments. I think that if the company can pair another top-line beat next month with improving forward commentary, particularly with respect to AI cluster scaling and Ethernet adoption, there could be scope for the stock to justify the hefty premium valuation and continue re-rating. In my previous coverage , I went over the specific aspects of how their business operates. Since then, the stock has seen a lot of strong momentum and is up about 29% since that coverage. In the long term, I see a lot more upside to this stock. However, we need to consider the short-term risk of going into earnings with expectations so high. Seeking Alpha Strong momentum in 2026 Arista has started 2026 as one of the standout performers in the optical and networking space. So far, we’ve seen them catch some of the strongest secular tailwinds in tech right now, which is the explosive buildout of AI-driven data centre infrastructure. Now, unlike those that would be more hardware-exposed peers like Lumentum Holdings or even Ciena, Arista is quite heavily leveraged to high-performance Ethernet switching/software-defined networking. Now, this is something that hyperscalers like Microsoft, Meta, and a lot of other cloud giants are starting to adopt as they try to scale AI clusters. I see the key demand driver here as the shift toward AI back-end networking. You see, thousands of GPUs pretty much have to communicate with ultr...

If Berkshire dumps its stake in Kraft, the food stock could go into a deep tailspin.

Key PointsNow that Warren Buffett isn't in charge of Berkshire's portfolio, Kraft's stock may be on the chopping block.

The startup specializes in "non-invasive" "mind-reading" tech—a kind of neural data collection that, its CEO hopes, will have all sorts of consumer applications.

Oracle (ORCL) Sees Premarket Decline Amid Concerns Over Data Cen GuruFocus

AI stocks slide after report sparks OpenAI growth concerns Reuters

U. S. stock futures point to a weaker start on Tuesday, suggesting equities could come under pressure following a mixed and volatile session the day before.

财联社4月28日讯（编辑 冯轶） 今日港股三大指数进一步下探。截至收盘，恒生科技指数大幅下跌2.28%，恒生指数、国企指数分别下跌0.95%及1.27%。 【恒指短线中枢下移 空头加码意愿强烈】 盘面上，大型科网股持续低迷，小米尾盘跌近4%，阿里巴巴跌近3%，百度、美团跌近2%，京东跌1.45%，腾讯跌1%。 其他方向上，宁德时代巨额配股利空锂电板块。此外，消费电子、光通信、AI应用等热门概念集体下挫，半导体、餐饮、汽车股也纷纷走弱。 上涨的板块中，生物医药股逆势走强，煤炭、券商、机械等板块跟涨。 整体上看，恒指近一周连续震荡调整，中枢已明显下移。 今日恒指收于25700点下方，全天成交2623.33亿港元，连续放量下探的走势配合窄幅震荡行情，反映市场持续分歧。 沽空方面，总沽空金额为359.26亿港元，相当于恒指成交额的13.69%，占比重回高位，沽空意愿强烈。 宁德时代、小米集团-W、腾讯控股沽空金额位居前三，分别为43.44亿港元、24.41亿港元、11.09亿港元。 【结构性行情风格反转 AI主线阶段性获利回吐】 行情层面，各大板块继续结构性分化，但风格较上周出现180度的反转。AI主线出现阶段性获利回吐，包括光通信、存储、电子等多个细分方向集体调整。 个股层面， 迅策跌超14%，智谱跌超12%，MiniMax跌超3%，抛压集中释放。 短线来看，港股最近一轮反弹中，以AI为首的成长风格资产在结构性行情下估值逐渐高企，但随着恒指跌破26000点关口后反攻乏力，市场已重新开始计价超预期的风险。 值得一提的是，此前，南向资金等内资已通过持续增持银行、中字头等红利资产构建防御组合。 【A股延续震荡创业板指4连跌 地缘担忧再度影响港股节奏】 此外，今日A股同样震荡调整，尤其是创业板指日线走出4连阴。沪深两市成交额2.54万亿，较上一个交易日缩量531亿。市场热点较为杂乱，全市场超3600只个股下跌。 展望后市，尽管美伊停火延长一度缓解地缘担忧，但双方谈判进程出现波折。 东吴证券表示，霍尔木兹海峡运输受阻导致供应紧张，原油维持在100美元/桶区间波动。 如果短期美伊问题超预期，还会扰动市场节奏，影响全球资金风偏，以及海外资金配置港股节奏。 该机构还指出，当前美股已经暴力反弹至新高，美股科技巨头财报只有超预期，科技才有进一步上涨的理由，如果只是符合预期或者低于预期，那么科...