Tesla looks profitable now, but its next move may depend on whether AI hardware can justify the spend.

May NY world sugar #11 (SBK26 ) today is up +0.33 (+2.43%), and Aug London ICE white sugar #5 (SWQ26 ) is up +7.40 (+1.73%). Sugar prices extended this week's rally today, with NY sugar posting a 1-week high and London sugar posting a 2-week high. Brazilian real strength (^USDBRL...

July ICE NY cocoa (CCN26 ) today is down -34 (-0.98%), and May ICE London cocoa #7 (CAK26 ) is down -18 (-0.71%). Cocoa prices are sliding today amid concerns about demand. Weak signs of chocolate demand are negative for cocoa prices. Circana reported last Tuesday that chocolate candy sales...

Tonight, after the U.S. markets close, Elon Musk has a conference call to make. Tesla‘s first-quarter financial results are due, and the number of lingering questions ahead of that call is starting to look like the number of cars piling up on Tesla’s lots. Let’s Start With The Cars Tesla built 408,386 vehicles in the first three months of 2026. It delivered 358,023. Both numbers are straight from Tesla’s own first-quarter production and delivery release, filed with the SEC in early April. The ga

Tesla's Unsold EVs Pile Up, Fastest-Growing Business Shrinks 40% — Elon Musk Must Explain Tonight Yahoo Finance

The Tale of Kaho, out in July, will be 16th novel by Japanese author who has faced criticism for portrayal of women The Japanese novelist Haruki Murakami will publish his first novel to feature a woman as the main character this summer. The Tale of Kaho will be published in Japan on 3 July, with an ebook edition released the same day. A UK edition has not yet been announced. Continue reading...

Astera Labs (NASDAQ:ALAB) Trading 7.3% Higher - Here's What Happened MarketBeat

Direxion Daily NVDA Bull 2X Shares (NASDAQ:NVDU) Trading Up 7.5% - Still a Buy? MarketBeat

Claudia–Liza Vanderpuije has fully withdrawn allegations relating to her former co-host, her lawyers say The TV presenter Claudia–Liza Vanderpuije has withdrawn claims against her former Channel 5 News co-host Dan Walker after reaching a “mutual agreement” with the broadcaster and ITN. Vanderpuije, who co-hosted a show with Walker for a year between 2022 and 2023, had filed claims of unfair dismissal, discrimination and harassment on grounds of race and sex, and breach of contract. Continue reading...

格隆汇4月25日｜伊朗议会媒体办公室否认了关于卡利巴夫辞去谈判团队负责人职务的报道，并表示尚未安排新的谈判轮次。

Source: Bloomberg, 0:00

Shares of Qualcomm (NASDAQ:QCOM) are surging in Friday midday trading, up roughly 11% as the semiconductor complex catches fire. The stock last changed hands near $148.28, after closing Thursday at $133.95. That’s a sharp one-day reversal for one of the weakest large-cap chip names of the year. Today’s catalyst is sector-wide rather than company-specific. Intel ... Qualcomm Stock Jumps 11% – Here’s Why It’s Still Down 13% in 2026

Qualcomm Stock Jumps 11% – Here’s Why It’s Still Down 13% in 2026 24/7 Wall St.

AMD launches EXPO 1.2 for CUDIMM and low-latency DDR5 memory, with ASUS among the first to enable support on X870 boards TweakTown

Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.

Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.

Top Analysts Raise Amazon Stock (AMZN) Price Targets Ahead of Q1 Earnings TipRanks

Crisis in the Middle East, Russian strikes in Dnipro, blackouts in Karachi and Manchester City’s Erling Haaland – the past seven days as captured by the world’s leading photojournalists Continue reading...

美国财长贝森特：不排除以后担任美联储主席的可能性。（华尔街日报）

Shares of Arm Holdings (NASDAQ: ARM) rallied 14.9% on Friday as of 12:02 p.m. EDT. Arm was rallying alongside Intel (NASDAQ: INTC) and Advanced Micro Devices (NASDAQ: AMD) today, following Intel's strong earnings release last night. Intel's data center business showed outsize growth in the first quarter, despite supply constraints. The outperformance confirmed recent reporting that CPU demand was taking off amid the advent of agentic AI. Continue reading

Veronique D BridgeBio ( BBIO ) rose 2.9% after a court filing appeared to indicate a settlement in a generic patent case over Pfizer's ( PFE ) Vyndamax drug. Pfizer ( PFE ) and generic drug maker Dexcel agreed to stipulate and for a dismissal in a patent lawsuit over Pfizer's Vyndamax/tafamidis drug, according to a court filing on Friday. Two other generic drug makers are also defendants in the patent case, which is set for next week in Delaware. "For BBIO shares, we think investors would view settlement between PFE with Dexcel (lead generic defendant) as a step in the right direction, though we note further details have not yet been released (including settlement date + potential agreements with other defendants)," Barclays analyst Eliana Merle wrote in a note on Friday. Barclays sees base case settlement outcome could be a generic Vyndamax entry in 2031. BridgeBio ( BBIO ) makes a drug similar to Vyndamax/tafamidis called Attruby for a deadly form of heart disease. "We think BBIO shares could be up ~30-40% (PFE settles/wins scenario) vs down ~20-30% (PFE loses scenario); though we think regardless of outcome this could still be a clearing event and shares could recover from there," Merle, who has an overweight rating and $157 price target on BBIO, added in the note. More on BridgeBio Pharma BridgeBio Pharma: Genetic Disease Specialist Is Thriving - I'm Upgrading To Buy BridgeBio Pharma, Inc. (BBIO) Presents at Barclays 28th Annual Global Healthcare Conference Transcript BridgeBio Pharma, Inc. (BBIO) Q4 2025 Earnings Call Transcript ClearBridge SMID Cap Growth strategy initiates new positions, exits several in Q1 BridgeBio outlines transition to cash generation by 2028 with $600M profit target, driven by pipeline advances and Attruby growth

Victor Golmer/iStock Editorial via Getty Images We're entering into the Q1 earnings season at a time of unprecedented volatility for software stocks. On the one hand, a handful of stocks like ServiceNow ( NOW ) are getting a harsh re-rating in valuation multiples as growth slows down and investors assess the impacts of AI and layoffs on their seat-based businesses. SAP SE ( SAP ), on the other hand, has seen the opposite trend. The large-cap German software giant, maker of the world's largest ERP (enterprise resource planning) software system, has jumped >5% post-earnings as the company demonstrated the durability of its business. Still, even after this jump, SAP remains down ~25% since January and ~35% over the past year. The core question for investors now is: is this merely a bear market jump, or the beginning of a true recovery in this stock? Data by YCharts I last wrote a neutral article on SAP in February, upgrading the stock from a previous Sell rating when it was trading at $200 per share. Since then, SAP has continued to decline further, increasing the value proposition of the company, while underlying cloud revenue growth has only continued to accelerate. My conviction in SAP as a durable, entrenched software business has only increased, and I'm upgrading my rating on the stock to Buy. To me, "SaaSpocalypse" fears are overblown industry-wide, and that the ultimate impact of AI will likely be through layoffs and a slimming of corporate headcount. Against this backdrop, these are all the reasons to be long on SAP: SAP's flagship ERP product is one of the most complex, mission-critical systems within enterprise software. As anybody who has worked in a large company that uses SAP can attest, its software is incredibly wide-ranging and covers supply chain operations, finance, and many other functions. It's nearly inconceivable to think of large companies completely ripping out SAP in favor of solutions from AI companies without the requisite expertise. Broad so...

【有線新聞】美國制裁一間購買伊朗石油的中國煉油廠，中方敦促美方停止濫用制裁打擊中國企業。 被制裁的是恆力石化位於大連的煉油廠，每天可處理約40萬桶原油，是中國其中一間大型煉油廠。美國財政部稱，煉油廠自2023年起接收伊朗原油，為伊朗軍方帶來數億美元收入。財政部又制裁約40間航運公司及船隻，指屬於運送伊朗石油的「影子艦隊」，部分公司總部位於香港。財政貝森特稱將繼續收緊伊朗依賴運送石油至全球市場的網絡。 中國駐美大使館敦促美方停止將貿易和科技問題政治化，停止濫用制裁打擊中國企業。

Stock Market Today: The Dow Jones index slips Friday while surging Intel stock lifted the Nasdaq higher. AI stocks AMD and Arm jump.

Amazon is set to report earnings after the closing bell on Wednesday, with the stock seen potentially rallying to new record highs following the report.

【有線新聞】美國司法部結束對聯儲局主席鮑威爾，涉及聯儲局辦公大樓翻新計劃的刑事調查。 聯邦檢察官皮羅指已要求聯儲局監察長，就高達數十億美元的成本超支問題展開內部調查，因此指示司法部結束調查，但若有必要，將毫不猶疑重啟刑事調查。鮑威爾的任期下月中屆滿，參議院將審議會否由總統特朗普提名的沃什出任下任聯儲局主席。 外界認為司法部結束刑事調查是為沃什獲確認任命鋪路。共和黨參議員蒂利斯早前指，除非結束對鮑威爾的調查，否則不會支持確認沃什的提名。

Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) just delivered holiday-quarter results that put two very different capital-return philosophies on display. Apple leaned on the iPhone cycle and record services to print $143.76B in revenue. Microsoft leaned on Azure and a surging enterprise backlog. Both beat, both guided higher, and both reward shareholders. How they do ... Apple vs. Microsoft: One Quietly Grew Its Dividend 900% in 10 Years

格隆汇4月25日｜美国空军与海军计划在未来五年内增加对F-35战斗机的采购规模。根据最新规划，空军版本F-35的采购数量将从明年的38架，逐步提升至2028财年的42架、2029年的46架，并在2030年和2031年各达到48架。美国国防部代理审计长朱尔斯·赫斯特21日公布了特朗普政府2027财年国防预算，其总额约1.5万亿美元，较上一年增长42%。据美国方面消息，若该预算提案获得美国国会通过，其增幅将成为二战结束以来美国年度军费增幅最大的一次。