Nico De Pasquale Photography/DigitalVision via Getty Images Shares of Bank of Hawaii Corporation ( BOH ) have been a solid performer over the past year, gaining about 24%. While the company just reported a Q1 earnings miss , investors largely shook that off, with the stock trading close to flat as adjusted earnings were more in line with expectations. The bank is enjoying meaningful tailwinds from fixed reinvestment, and this can power earnings growth for some time. While shares are a bit expensive, this premium is justified. Seeking Alpha In the company’s first quarter , Bank of Hawaii earned $1.30, which missed expectations by $0.02 even as revenue grew 13% to $192 million. Results were weighed down by $1.3 million of investment securities losses; otherwise, the quarter was in line with expectations (these losses are generally excluded from analyst consensus). While not the fastest-growing bank, BOH has a very conservative capital structure and long-running margin tailwinds that were both made clear in the quarter. Looking first at its balance sheet , deposits were $21 billion, down 1% sequentially, given seasonal drawdowns after the typical late Q4 build. Average deposits were up about 1% from last year. During the quarter, its cost of interest-bearing deposits declined by 22 bps, a strong pull-through of Q4 rate cuts, to 1.72%. Over the past year, it has cut deposit rates by about 44 bps. About 27% of BOH’s balances are non-interest-bearing (“NIB”). At $5.65 billion, these were up about 1.5% from last year. The Hawaiian deposit market is a bit of an oligopoly, dominated by five players with a small presence from the national banks. Because of this, deposit pricing tends to be relatively low, enabling stronger pass-through of Fed rate cuts onto borrowers. Within this market, BOH has the leading market share. Given its already leading position, I expect long-term deposit growth to be fairly muted (closer to 2% than 4%). Bank of Hawaii On the asset side, it has $14...

Here's Why Analysts Think Micron Technologies Stock Can Hit $600 The Globe and Mail

NASA may not have new lunar spacesuits ready by the time the agency hopes to land humans back on the moon in 2028, according to a new US government audit. The agency’s Office of Inspector General warned in a report released Monday that suits being developed by Houston-based Axiom Space Inc. may not be ready until 2031 if the company experiences delays typical of past spacesuit development. The report indicated that based on historical comparisons spacesuits can take nearly nine years to develop, from the time contracts are signed to the time they are ready for in-space demonstrations. NASA awarded Axiom Space a contract in 2022 to develop spacesuits for the agency’s Artemis program, which aims to send humans back to the moon. The following year, Axiom announced a partnership with Italian fashion company Prada SpA to produce the spacesuits. Axiom didn’t immediately respond to a request for comment.

Elon Musk snubbed a summons by French prosecutors investigating how AI chatbot Grok was allowed to spew out sexually explicit deepfakes and Holocaust-denying content, according to Agence France-Presse. Paris officials told AFP in an email that they had “taken note” of the absence of the people they had called to testify as part of their investigation on Monday. Musk’s social media platform X and Paris prosecutors didn’t respond to multiple requests for comment. The world’s richest man has struck a defiant stance ever since Paris prosecutors requested access in July 2025 to X’s recommendation engine and data on user posts. X responded at the time by saying it wouldn’t comply and claimed in a social media post that the investigation was “distorting French law in order to serve a political agenda.” While the Paris case began examining potential bias and manipulation of X’s algorithm and suspicions it might be used for foreign interference, it was expanded following outrage across the world at Grok creating sexualized images of people — including minors — without their consent. The widening of the case was announced in February as the French offices of X were searched by police. On Monday, Paris prosecutors said they would continue their investigation in spite of Musk’s no-show.

格隆汇4月21日｜惠誉：（关于美国信用风险）面向消费的行业、房地产、航空业将面临最为严峻的次生冲击压力。

Abu Hanifah Shares of AnaptysBio ( ANAB ) climbed on Monday after completing the spinoff of its biopharma business, First Tracks Biotherapeutics ( TRAXV ), which is concurrently making its Nasdaq debut under the ticker symbol “TRAX.” Following the transaction, Anaptys ( ANAB ) will become a royalty management company focused on its financial collaborations for cancer therapy Jemperli, developed with GSK ( GSK ), and skin disorder therapy imsidolimab, developed with Vanda ( VNDA ). “We are now exclusively managing royalties from our out-licensed assets, Jemperli and imsidolimab, with streamlined operations requiring limited FTEs, minimal operating expenses, and providing a greater than 95% EBIT margin,” CEO Daniel Faga remarked. Under the spinoff first announced in September, Anaptys (ANAN) shareholders received one share of First Tracks Bio (TRAX) common stock for each share of Anaptys ( ANAB ) common stock they held as of April 6. More on AnaptysBio, First Tracks Biotherapeutics, Inc. AnaptysBio: Upside Constrained By Undifferentiated Data, Legal Uncertainties AnaptysBio, Inc. (ANAB) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Anaptys to spin-off First Tracks Biotherapeutics, announces $100M buyback AnaptysBio GAAP EPS of $1.58 beats by $0.71, revenue of $108.25M beats by $21.16M Seeking Alpha’s Quant Rating on AnaptysBio

USO260717C00260000 互動股市圖表 | USO Jul 2026 260.000 call 股市 Yahoo 財經

Broadcom Inc (Derivatives) Price History and Historical Data CoinMarketCap

由于能源价格上涨以及美伊紧张局势加剧，欧洲国债收益率曲线熊市走平，交易员加大了对央行加息的押注。 德国和法国2年期国债收益率上涨5个基点，交易员对欧洲央行年底前加息的押注提高了9个基点。 美国扣押伊朗船只、伊朗关闭霍尔木兹海峡后，欧洲政府债券开盘下跌。 在美国总统特朗普表示两国停火“极不可能”延长，并且他将封锁霍尔木兹海峡直至与伊朗达成协议后，欧洲政府债券再次遭到抛售。 布伦特原油价格上涨超过5%，价格超过每桶95美元。 由于英国首相斯塔默就曼德尔森未能通过担任驻美国大使的安全审查一事在议会发表讲话，英国国债表现不佳。斯塔默表示英国外交部官员屡次让他失望，并无视反对党要求其就此事辞职的呼吁。 10年期和30年期英国国债收益率上涨7个基点；短期国债收益率走势与欧洲国债走势更为一致。 此前，每当斯塔默的未来因担心他可能被一个财政政策更为自由、借贷规模更大的政府取代而受到质疑时，英国国债就会遭到抛售。 市场： 德国国债收益率上涨2个基点至2.98%。 德国国债期货跌28.00个点至125.82%。 意大利10年期国债收益率上涨4个基点至3.72%。 意大利-德国国债利差扩大2个基点至74基点。 法国10年期国债收益率上涨3个基点至3.61%。 10年期英国国债收益率上涨7个基点至4.83%。 责任编辑：李桐

May arabica coffee (KCK26 ) today is up +2.70 (+0.93%), and May ICE robusta coffee (RMK26 ) is up +100 (+2.95%). Coffee prices are moving higher today after Iran said on Saturday that the Strait of Hormuz was closed to shipping following the US refusal to lift a naval blockade...

格隆汇4月21日｜惠誉：伊朗战争和软件中断成为美国信用的双重风险。

财联社4月21日讯（编辑 牛占林） 美国制药巨头礼来当地时间周一宣布，已同意以最高70亿美元收购私营生物科技公司Kelonia Therapeutics，以获取其实验性癌症疗法，进一步强化其抗肿瘤药物管线。 此次交易是礼来减少对其减肥药业务依赖的更广泛战略的一部分。随着减重药市场竞争日益激烈，礼来正通过收购开发炎症性肠病、眼科疾病及基因编辑疗法的企业，持续拓展其多元化产品布局。 该收购预计将增强礼来的癌症治疗产品组合。目前其产品矩阵包括血液癌症疗法Jaypirca、乳腺癌药物Verzenio以及多项处于研发阶段的候选药物。礼来正力争在增长迅速但竞争激烈的癌症治疗市场中扩大份额。 根据IQVIA的数据，全球癌症药物支出预计将从2023年的约2230亿美元增长至2028年的4090亿美元。 总部位于波士顿的Kelonia正在开发一系列基因疗法产品，重点聚焦CAR-T技术。这种疗法通过改造患者免疫细胞，使其能够识别并杀死癌细胞。 Kelonia的主要候选药物之一KLN-1010正处于早期临床研究阶段，用于治疗多发性骨髓瘤，这是一种影响骨髓浆细胞的癌症。 不同于传统CAR-T疗法需要在体外对细胞进行改造后再回输患者体内，Kelonia正在开发一种可在患者体内直接生成工程化免疫细胞的方法。 Kelonia首席执行官Kevin Friedman博士表示，Kelonia在推进体内细胞疗法巨大前景方面的领先地位无可匹敌，其影响力已超越个性化医疗的传统边界。相较于体外CAR-T细胞疗法，其技术能够以显著降低的复杂性和成本实现多发性骨髓瘤的深度缓解。 RBC Capital Markets分析师Trung Huynh表示，体内CAR-T技术被视为细胞疗法领域的“终极目标”。 根据协议条款，Kelonia股东将获得最高70亿美元现金对价，其中包括32.5亿美元的首付款，以及与临床进展、监管审批和商业化里程碑挂钩的额外支付。该交易预计将于2026年下半年完成交割。 Huynh指出，32.5亿美元的首付款虽然看似较高，但考虑到该公司临床数据的实力以及行业内竞争激烈的并购环境，这一估值具有合理性。 他补充道，同业公司艾伯维此前以21亿美元收购Capstan Therapeutics，百时美施贵宝去年以15亿美元收购Orbital Therapeutics，而这些标的在交易时甚至缺乏可比的疗效数...

JHVEPhoto/iStock Editorial via Getty Images Honeywell International Inc. ( HON ) will be releasing its Q1 this Thursday, and ahead of that release I still view shares as a ‘hold.’ I provided commentary on HON in February, and in that release, I opined that shares were fairly valued near its all-time highs. I spoke positively about HON’s portfolio transformation strategy. However, with shares already trading near its forecasted price target, I didn’t see a reason to chase shares any further. Since my update, the stock has not changed meaningfully. It’s down about 4.5%, but that’s not exactly material enough to justify a change in stance. Seeking Alpha - HON Share Price Performance Since Last Author Update An important update that warrants attention is the just-announced deal regarding Brady Corporation’s ( BRC ) acquisition of HON’s solutions and services business. In my view, this will further support HON’s strategy priorities, though I don’t necessarily believe this is an earth-shattering announcement ahead of the Q1 release. What Is The Outlook For HON Stock? As I look back at the guidance provided during the Q4 call, I believe that HON laid out a fairly positive path for 2026. HON is targeting organic sales growth of 3% to 6% and 6% to 9% earnings growth. That outlook is supported by record backlog, continued pricing discipline, and productivity actions across the automation businesses as the company prepares for the Aerospace separation in Q3. HON Q4 Earnings Release - Snapshot Of Q1 Outlook Speaking of Aerospace, the unit is expected to grow at a high single-digit pace, while Building Automation should deliver above mid-single-digit growth. In addition, Process Automation is likely to start slower before improving in the second half as backlog converts. In my view, all of this paints the picture of a company with steady operational momentum heading into what will likely be a transitional year for HON. The recently announced agreement for BRC to acquire HON’s Pr...

Meta Platform’s ( META ) WhatsApp is testing a subscription service that allows users to pay for cosmetic customizations, including ringtones, themes, and icons, similar to features offered on Instagram Plus and Snapchat+ ( SNAP ). “Premium features include expanded pinned chats, custom lists, new chat themes, and more. We’re starting with a small test to gather feedback and ensure we’re building something people find genuinely valuable,” a Meta spokesperson said to TechCrunch. Paid messaging on WhatsApp has proven to be lucrative for the parent company, with Meta reporting a 54% increase in revenue from its family of apps in Q4 . Its WhatsApp Business API is expected to generate ~$2B in annual revenue this year, making it one of Meta’s fastest-growing segments. More on Meta Wall Street Lunch: Big Banks Open Earnings Season With Mixed Results Meta Strikes Back Meta Has Found Its AI Footing Meta Platforms set to snap nine-session winning streak SA Asks: What are the most attractive communication services stocks?

Key PointsMicron Technology's stock has skyrocketed over the past year due to exceptional demand for its products.

Key PointsMP Materials owns and operates the only rare earth mine in the U.S.

Here's Why Analysts Think Micron Technologies Stock Can Hit $600 Yahoo Finance

Giant Data Center Developer Fermi Crashes 22% After CEO, CFO Abruptly Quit Last November, we warned that storms clouds were gathering over the torrid, and in some cases chaotic, rollout of US data centers, after Fermi's massive 11 GW energy and data center project in Texas, called Project Matador, which the company has envisioned to be the world's largest AI data center and energy campus in the Texas Panhandle, near Amarillo, was struggling to close the deal with its first major data center tenant (and since Fermi is set up as REIT that allocates income from tenants to shareholders, the delay may raise doubts about attracting other potential money-generating tenants, in a toxic feedback loop). Fermi's Project Matador - The President Donald J. Trump Advanced Energy and Intelligence Campus. Fast forward 6 months, and the Fermi story has gone from bad to catastrophic, after the developer of nuclear power for AI data centers, slumped following the sudden departure of co-founder and Chief Executive Officer Toby Neugebauer and the company’s chief financial officer. The exit of Neugebauer was the definition of a Friday night bomb : it was disclosed in a filing late Friday after the close of trading. Fermi held a conference call over the weekend for analysts, during which it said the board had been considering the change in management for at least three months, according to a research note from Evercore ISI. On Monday, Fermi issued a statement revealing that Miles Everson resigned as CFO, and that it’s planning a new corporate headquarters in Dallas. Fermi said it has created a “interim office of the CEO,” comprising Jacobo Ortiz Blanes and Anna Bofa, both company executives who will now serve as co-presidents, while it searches for Neugebauer’s replacement. Neugebauer, a major shareholder in the company, will remain on the board. Everson was elected to the board, Fermi said. As we reported in late 2025, Fermi - which has been developing a massive AI campus in Texas that it...

We can’t trust Palantir with our NHS data New Statesman

The proposed United-American tie-up would immediately create the world's largest airline, and even in Trump's America, likely would get killed in antitrust review.

IBD's screen for stocks with rising profit estimates holds more than 100 names in Monday's stock market. A few are in bases.

格隆汇4月21日｜市场消息：乌克兰方面预计“友谊”管道的石油输送将于周二恢复，为贷款铺平道路。

putilich/iStock via Getty Images DeFi came under fresh pressure after the KelpDAO exploit triggered a sharp shock across Aave ( AAVE-USD ) and revived fears around contagion, bad debt, and operational risk. Yet the fallout was not one-dimensional. Capital fled the most exposed pools, but some demand rotated elsewhere. We break down what the Aave and Drift ( DRIFT-USD ) episodes actually revealed, where liquidity moved next, and what this means for DeFi’s next phase. The latest panic around Aave has revived a familiar claim that DeFi is broken. But the more useful question is whether the market is finally repricing risks it tolerated for too long. Aave was not directly hacked, yet it still suffered a severe liquidity shock after the rsETH incident. That alone shows how DeFi’s biggest vulnerabilities now extend well beyond contract code. Aave Was Not Hacked, but It Was Hit by Contagion What happened to Aave matters because it was not a direct protocol breach. After attackers drained about $291 million from KelpDAO-linked infrastructure, the compromised rsETH was routed into DeFi lending rails and used to borrow large amounts of WETH. That pushed key Aave pools into acute stress, with users struggling to withdraw and markets moving quickly to freeze rsETH exposure. In other words, the event was less about Aave’s own code failing and more about Aave inheriting risk from an asset whose security assumptions sat outside its own control. It showed how a weakness in one part of the stack can become a balance sheet problem somewhere else. Once confidence in a collateral asset breaks, liquidity conditions can deteriorate much faster than governance can react. The market was not only pricing the immediate exploit. It was pricing the possibility that external assets, bridge configurations, and cross-protocol dependencies can force a major lending venue into a confidence crisis without ever touching its core contracts. DeFi Risk Is No Longer Just Code Aave and Drift matter for di...

CABA260515P00004500 互動股市圖表 | CABA May 2026 4.500 put 股市 Yahoo 財經

Sunshine Seeds/iStock via Getty Images Sibanye-Stillwater ( SBSW ) said ‌Monday it is asking for concessions from the European Union to shield Europe's first large-scale lithium mining and processing venture from price volatility and unfair competition, Reuters reported. Sibanye ( SBSW ) is advancing its ​Keliber lithium project in Finland in phases as it seeks to manage risk ​in a volatile pricing environment for the metal. The company began mining ⁠lithium ore at the Syväjärvi open-cast mine in February and plans to commission ​a concentrator during Q3, producing spodumene concentrate at a rate ​of ~140K metric tons/year. A decision on commissioning a refinery to produce ~15K metric tons/year of battery-grade lithium hydroxide will be taken in Q3 largely ​depends on ongoing talks with the European Union, including on a floor price, Sibanye's ( SBSW ) chief European advisor Mika Seitovirta told analysts at the company's Capital Day in Finland. "Could we have some ​price protection mechanism for ​unfair competition, for ⁠instance? That is, of course, something that we need to have," Seitovirta said. More on Sibanye-Stillwater Sibanye Stillwater Limited (SBSW) Analyst/Investor Day - Slideshow Sibanye Stillwater: The South Africa Discount Sibanye Stillwater: I'm Not Willing To Bet On A Super-Cycle At This Stage

Apple Inc. stock (US0378331005): Is AI infrastructure access now the real test for growth? AD HOC NEWS

据伊朗塔斯尼姆通讯社20日报道，尽管美国总统特朗普当天称副总统万斯及其他美国谈判代表团成员正前往巴基斯坦，但伊朗不参加谈判的决定尚未改变。伊朗是否参加谈判，取决于某些先决条件是否满足。塔斯尼姆通讯社记者获悉，美国对伊朗持续实施海上封锁是当前谈判一个关键障碍，该问题已由巴基斯坦方面同美方沟通，巴方表示当天已同特朗普讨论该问题。报道说，美方还提出其他过分要求，使得谈判前景不明朗。伊朗代表团认为，除非美方以务实态度看待问题，并摒弃导致其在军事领域惨败的误判，否则谈判纯属浪费时间。伊朗不会与美国一同陷入这种徒劳无功的境地。伊朗方面还认为，美国媒体报道的谈判相关情况可能是一场骗局，并已做好再次与美国发生军事对抗的准备。(新华社)