Earnings Preview: What to Expect From Advanced Micro Devices' Report Yahoo Finance

格隆汇4月15日丨微牛涨超10%，报6.41美元；美国SEC批准取消投资者日内交易限制的计划。

【美以襲伊朗｜德黑蘭願繼續談判】 美國總統特朗普指，美伊雙方可能短期內再會談，又指戰事非常接近結束。伊朗總統佩澤希齊揚表明，德黑蘭願意繼續談判，並讚揚中國等六國反戰立場。美軍派出逾一萬兵力繼續封鎖伊朗港口，宣稱已完全切斷伊朗海上進出口貿易。 美國總統特朗普周二接受霍士新聞訪問時稱，伊朗戰事已經非常接近結束，但美國的工作還沒有做完，如果現在撤軍的話，伊朗需要20年時間重建，覺得伊朗非常迫切想達成協議。 特朗普同日接受《紐約郵報》電話訪問，稱在未來兩日內，美國及伊朗代表可能再次會談，他最初稱談判地點是歐洲，後來改口稱巴基斯坦陸軍參謀長穆尼爾，在上周末談判中斡旋表現出色，因此傾向再在巴基斯坦會談。 上周六率領美國代表團，與伊朗談判的美國副總統萬斯，在佐治亞州出席活動時表示，特朗普想和伊朗做大交易。 美伊兩國臨時停火限期，將於下周三屆滿，據報若美伊舉行第二輪談判，萬斯或將再次率領代表團。 內地央視引述伊朗駐巴基斯坦使館消息，指伊朗優先考慮在巴基斯坦首都伊斯蘭堡舉行新一輪會談。新華社報道，兩國代表團可能本周稍後在伊斯蘭堡重啟談判。 霍爾木茲海峽繼續是國際焦點所在，美軍中央司令部稱，美國海軍、空軍及海軍陸戰隊，共派出逾一萬名士兵，還有十多艘軍艦和數十架飛機，自周一起執行封鎖伊朗港口任務，封鎖實施不到36小時，已完全切斷伊朗海上進出口經濟貿易。 美軍稱在首日沒有船隻突破美國封鎖，六艘商船，包括兩艘運油輪，遵循美軍指示掉頭，重新進入伊朗港口。據報有八艘船通過海峽，包括三艘與伊朗有關，但並非前往伊朗港口的運油輪。 而由阿聯酋沙迦出發，周二一度通過霍爾木茲海峽的中國運油輪Rich Starry，在進入阿曼灣後折返，駛回霍爾木茲海峽。 國際航運公會表示，若果船隻不停靠伊朗港口，理論上可從伊朗拉臘克島航線，駛出霍爾木茲海峽，但目前局勢不明朗，航運有很大風險。 伊朗總統佩澤希齊揚周二在網上帖文，讚揚中國、俄羅斯、土耳其、意大利、埃及和西班牙六國的反戰立場，他日前稱伊朗會遵守停火條款，繼續在國際法框架內與美方談判，又指美方過度野心，阻礙雙方達成協議。 對於美伊可能再次會談，在北京，外交部表示歡迎。 外交部發言人郭嘉昆稱：「中方歡迎一切有助於停火止戰的努力，讚賞巴基斯坦促成美伊臨時停火，並發揮了公正平衡的斡旋作用，當務之急是全力避免戰端重啟，保持來之不易的停火勢頭，堅持通過政治外交途徑解決爭端。...

Nvidia Stock To $300? Trefis

4月15日，一批600公斤的“桂花香”荔枝在南航物流广州国际货站生鲜冷链专属库区完成出运前最后的检验，搭乘当天CZ303航班直飞英国伦敦，预计48小时左右，即可上架当地商超。这是今年广东首批大批量空运出口直飞英国的荔枝。荔枝素有“一日色变、三日味变”的说法，保鲜窗口期极短，尤其是抢先上市的早熟品种，对运输时效和温控标准有着更为严苛的要求。南航物流提前与荔枝产地建立常态化联系，根据荔枝运输需求协调完成荔枝全链条物流匹配，量身定制了全流程专属冷链解决方案，为生鲜农产品开通绿色专属通道，联动相关部门实现快速收运、快速交接、快速通关，配套专属冷藏舱位，精准调控保鲜温度。航班落地英国后，可直接衔接地面服务保障，最大程度锁住荔枝的新鲜口感。（央视新闻）

格隆汇4月15日｜运动鞋制造商Allbirds(BIRD.US)暴涨超238%后触及熔断，报8.42美元。 消息面上，Allbirds宣布获得5000万美元可转换融资额度，并计划将业务转型为AI计算基础设施。该公司披露，已与一家机构投资者就该融资额度签署最终协议，预计将在2026年第二季度完成交易。此外，公司计划将业务转型为GPU即服务和AI原生云解决方案提供商，并将公司名称更改为“NewBird AI”。(格隆汇)

raeva/iStock via Getty Images This article provides a top-down analysis of the materials sector based on value, quality, and momentum metrics. It may also help analyze sector ETFs such as Fidelity MSCI Materials Index ETF ( FMAT ) and Materials Select Sector SPDR ETF ( XLB ), whose largest holdings are used to calculate these metrics. Shortcut The next two paragraphs in italic describe the dashboard methodology. They are necessary for new readers to understand the metrics. If you are used to this series or if you are short of time, you can skip them and go to the charts. Base Metrics I calculate the median value of five fundamental ratios for each industry: Earnings Yield ("EY"), Sales Yield ("SY"), Free Cash Flow Yield ("FY"), Return on Equity ("ROE"), Gross Margin ("GM"). The reference universe includes large companies in the U.S. stock market. The five base metrics are calculated on trailing 12 months. For all of them, higher is better. EY, SY and FY are medians of the inverse of Price/Earnings, Price/Sales and Price/Free Cash Flow. They are better for statistical studies than price-to-something ratios, which are unusable or non available when the "something" is close to zero or negative (for example, companies with negative earnings). I also look at two momentum metrics for each group: the median monthly return (RetM) and the median annual return (RetY). I prefer medians to averages because a median splits a set in a good half and a bad half. A capital-weighted average is skewed by extreme values and the largest companies. My metrics are designed for stock-picking rather than index investing. Value and Quality Scores I calculate historical baselines for all metrics. They are noted respectively EYh, SYh, FYh, ROEh, GMh, and they are calculated as the averages on a look-back period of 11 years. For example, the value of EYh for packaging in the table below is the 11-year average of the median Earnings Yield in packaging companies. The Value Score ("VS") is defined...

krblokhin Shares of Lumen Technologies ( LUMN ) were propped up in Wednesday’s premarket trading as the company becomes the first network provider to collaborate with Amazon Web Services (AWS) on Interconnect. “Together with AWS, we’re simplifying how enterprises connect to the cloud, helping them reduce complexity, move faster, and support today’s demanding applications,” said Lumen Technologies’ chief technology and product officer. AWS Interconnect now enables businesses to establish high-speed connections from branch offices, data centers, or remote sites directly to AWS through the AWS Console and Lumen Connect portal, eliminating the need for multiple providers and simplifying manual configuration. This would enable organizations to dramatically cut deployment timelines. This collaboration would combine the AWS cloud with Lumen’s ( LUMN ) extensive network infrastructure, “enabling a more seamless, unified experience where connectivity is no longer treated as a separate layer but as an integrated part of how organizations access and use cloud services,” the company said in a press release announcing the collaboration. This integration would benefit organizations that rely on moving large volumes of data quickly and securely, including those supporting generative AI and machine learning, data-intensive analytics. Lumen Technologies ( LUMN ) opened nearly 4% higher on Wednesday. More on Lumen, Amazon Amazon: A Once-In-A-Generation Opportunity That's Not Priced In Amazon: Zoox Enters The Robo Taxi Race, Jassy On Growth And Anthropic Mythos Amazon: Stronger Than Ever With Globalstar Deal AI capex ROI becomes key 2026 test for hyperscalers - Investing Experts SA analyst upgrades/downgrades: TSLA, AMD, SNDK, AMZN

Source: Bloomberg, 0:00

The S&P 500 Index is on track to close at its first record since January, as traders bid up stocks amid optimism over the ceasefire between the US and Iran and robust corporate fundamentals. The S&P 500 climbed 0.2% on Wednesday, surpassing its previous closing high of 6,978.60 points, with financials and technology sectors leading the advance. The 500-member gauge hovered near a technical correction zone in late March as the Iran war pushed up oil prices and inflation expectations. The advance represents a stark turnaround for the gauge, which had fallen as much as 9.1% from its most recent peak. Technology companies Intel Corp. and Sandisk Corp. have gained at least 50% since the index’s March 30 low. Signs of easing tensions in the Middle East, combined with optimism over the artificial intelligence technology and corporate earnings — the cornerstone of US equities’ bull-market run — have pushed skeptics to abandon their cautious views. The benchmark gauge has rallied in nine of the past 10 days. “It’s difficult for investors to avoid the fear of missing out,” said Matt Maley , chief market strategist at Miller Tabak + Co. “It reinforces the whole buy-the-dip mentality that has worked so well the last few years.” Investors have piled into stocks on hopes over another round of talks between the US and Iran after more than a month of fighting created upward pressure on oil prices and inflation expectations. The US and Iran are closer to extending a ceasefire and restarting negotiations about a longer-term peace deal, the Associated Press reported on Wednesday, even as a standoff intensifies over the Strait of Hormuz. Risk-on momentum among algo-driven funds, who had previously slashed equity exposure to multiyear lows, likely played a role in pushing the stock market higher. The so-called systematic investors are poised to deploy a record amount into US equities, Goldman Sachs Group Inc. traders wrote in a note to clients earlier in April. Tech stocks, in particula...

Blue Origin released details about a new stock option plan in an internal communication on Tuesday. Ars was able to review the materials and connect with some employees to gather their thoughts. Some of the early reviews are not positive, with one employee going so far as to describe the plan as "pure f---king trash." And it's not hard to see why some people feel gun-shy or disillusioned. The company's previous stock plan, which ended up being essentially worthless, fostered a lack of trust. However, a careful reading of the new documents, compared to the original plan, indicates that it has a more serious intent. It is set up in a similar manner to other stock option plans in the industry. If Blue Origin founder Jeff Bezos genuinely wants to course correct from Blue Origin's initial stock plan—to right the wrongs perceived by his employees—this could be a vehicle for that. Read full article Comments

Several shots – including flu and Covid – lost their CDC recommendations under overhauls from the White House Several shots lost their recommendation from the US Centers for Disease Control and Prevention (CDC) after a judge’s stay against changes wrought by the Trump administration – which may affect access to the shots in some states. And no new vaccine recommendations may be made as long as the vaccines committee is halted. Access to existing vaccines – and the future development of new vaccines – has been increasingly called into question under the second Trump administration, as the now-halted Advisory Committee on Immunization Practices (ACIP) made controversial recommendations and health officials made unilateral changes to routine vaccines, with long-term and global implications. Continue reading...

Robert Way/iStock Editorial via Getty Images A Story Surrounded By Pessimism In today's article, I am looking at another beaten-down company in the name of Nike ( NKE ), the largest seller of athletic footwear and apparel in the world. This comes after my previous research on CoStar ( CSGP ), Copart ( CPRT ) and Novo Nordisk ( NVO ) so far this month. All of those companies are similar in the sense that they have all been facing a challenging operating environment over the last few years, that is despite being clear market leaders in their respective markets. What is also interesting to mention is that every one of those four companies was at one point a market darling trading at lofty valuation multiples, which highlights the cyclical nature of things on financial markets. As the famous trader of the early 20th century William Delbert Gann wrote in his book 'The Law of Vibration': Everything moves in cycles as a result of the natural law of action and reaction. By a study of the past, I have discovered what cycles repeat in the future. Nike Historical Share Price (Questrade, David Desjardins) In a way, the entrenched pessimism surrounding Nike is perfectly understandable, as the stock is currently trading at a price level last seen in October 2014, or almost 12 years ago. This is indeed a long time for an investment to sit idle, especially considering the significant volatility that occurred in between. Moreover, this price performance does not take into account the significant increase in the money supply that has occurred since October 2014, with the national debt of the United States more than doubling, from $18 trillion at the end of 2014 to $39 trillion as of early April 2026. In real terms, Nike's share price performance has been nothing short of disastrous, although the company's reliable dividend payments may have eased some pain for long-term shareholders. On that note, Nike is about to become a dividend aristocrat in 2026, after increasing its dividend fo...

Allbirds周三开盘大涨160%，此前发布了一项令人意外的声明，宣布公司将转型进军人工智能领域。 据公开资料，该公司的介绍资料是“一个全球性的生活方式品牌，该品牌采用天然材料进行创新，以更环保的方式生产鞋类和服装产品，同时减少对地球的影响。”其产品包括男鞋、女鞋、男装、女装、袜子和礼品卡等。 该公司股价在盘前交易中一度上涨高达200%。 责任编辑：张俊 SF065

格隆汇4月15日｜赛富时涨2.5%，Spotify涨1.8%，Adobe涨2.8%，ServiceNow涨4.3%。

JHVEPhoto/iStock Editorial via Getty Images The main reason to buy Albertsons ( ACI ) is its upcoming stock buybacks. This grocery store holding company is planning to spend $2 billion on buybacks over the next three years. If it can maintain its margins over that time frame, its EPS and its stock price will rise. However, it might not be easy for Albertsons to maintain its margins. Albertsons is also trying to limit its price increases to keep its groceries affordable, because otherwise shoppers might go to discount stores that sell food for lower prices. So, it might have limited pricing power at a time when inflation is increasing its costs. In Q4 2025 , Albertsons posted 7.7% revenue growth, but its GAAP revenue growth was higher in 2025 because of the extra week. The company's identical sales, its term for same-store sales, rose 0.7%. Albertsons also reported a GAAP loss because it had to pay an opioid settlement, so it's better to use adjusted results here. Its adjusted net income fell 6.6% to $251.7 million in the fourth quarter. Additionally, Albertsons' GAAP gross margin fell 20 basis points to 27.2%. Albertsons has a forward P/E of 8, so its stock is as cheap as some of the regional grocery stores' stocks. And many of those grocery stores aren't buying back stock, either. It also raised its dividend. So, Albertsons is trying to be shareholder-friendly right now. But it's also important to consider the company's growth initiatives. It needs stable revenue and income for its buyback strategy to boost its stock price. Albertsons' AI Assistant Could Strengthen Its Margins In December 2025, Albertsons released an AI assistant . This is an AI agent that can help customers shop for groceries. And this could be a big deal. I recently said that Chewy ( CHWY ) was a strong buy , and one reason for that was because it's going to use AI to help its customers shop for pet food. Now, Albertsons is rolling out similar technology. It doesn't look like the AI agent helped ...

BofA Securities Maintains Apple(AAPL.US) With Buy Rating, Maintains Target Price $325 富途牛牛

格隆汇4月15日丨以色列官员向以色列12频道表示，目前尚未决定是否终止在黎巴嫩的停火协议。

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ASUS Vivobook S16 Copilot+ PC with AMD AI processor drops to $999.99 Technobezz

Latvian Prime Minister Evika Silina said ensuring a €30 million ($35 million) loan for national airline Air Baltic Corp. was more important than the stability of the ruling coalition, six months ahead of parliamentary elections. “If the price for providing support to Air Baltic is the collapse of the coalition — I am ready for that,” Silina said in a post on the social media platform X on Wednesday. The three-way ruling alliance has struggled to reach an agreement on a short-term loan for the beleaguered airline. Air Baltic requested financing at the end of March after jet fuel prices surged due to conflict in the Middle East, against which the state-owned company had limited hedging protection. Pressure on the airline is mounting as the next coupon payment on its bond comes due on May 14. Fitch Ratings said the company had secured enough funds to meet the deadline, but could face a debt restructuring later in the year, a possibility Fitch said the airline’s management has not ruled out. The airline pays about €55.1 million in coupon payments in 2026. Silina said the Union of Greens and Farmers party, the second biggest in the ruling alliance, offered to support the loan if Minister of Transport Atis Svinka resigned. The government in Riga will hold another meeting on Thursday morning to discuss Air Baltic’s fate, she said. S&P Global Ratings and Fitch have both downgraded the airline’s debt due to liquidity pressures and its need for financial support. Air Baltic recently appointed Seabury Securities as its financial and strategic adviser to weather challenging new market conditions.

格隆汇4月15日丨据伊朗国家媒体，巴基斯坦代表团前往伊朗，传达美国的信息并计划进行第二轮谈判。

While investors in Tesla (NASDAQ: TSLA) keep an eye on the success of its Robotaxi business and the progress of rival Waymo (owned by Alphabet (NASDAQ: GOOG), real competition is sneaking around the corner and testing its vehicles in the Middle East. Waymo gained some ground recently as it gets ready to launch in London. ... Tesla’s Biggets Robotaxi Rivals Are From China

Tesla’s Biggets Robotaxi Rivals Are From China Yahoo Finance

A group of Western finance ministers, including from the UK, Japan and Australia, said the Iran war has caused a regrettable loss of life and warned that a prolonged conflict risks derailing the global economy . The joint statement on Wednesday said that the growth and inflation impact will persist even if there was a lasting resolution to the conflict. “Renewed hostilities, a widening of the conflict or continued disruption in the Strait of Hormuz would pose serious additional risks to global energy security, supply chains, and economic and financial stability,” the statement released by the UK government said. It marks the latest effort by Western countries to ramp up pressure on the US to end the war, which has dented their growth prospects and raised the threat of another jump in inflation. It was signed by finance ministers from the UK, Australia, Japan, Sweden, the Netherlands, Finland, Spain, Norway, Ireland, Poland and New Zealand. In the statement, said that reopening the Strait of Hormuz is key, but they stopped short of offering specific help in facilitating such a move. Noteworthy were the nations not included: key Group of Seven allies including Canada, France, Germany and Italy. “The past weeks have brought unacceptable loss of life and significant disruption to the global economy and financial markets, and the ceasefire will be crucial to protecting civilian populations and the security of the region,” the statement said. The countries pledged not to turn to energy protectionism amid fears of shortages. “We reaffirm our commitment to open and rules-based trade in energy products,” it said. “We commit to avoiding, and call on all countries to avoid, protectionist actions, including unjustified export controls, stockpiling and other trade barriers in hydrocarbon and other supply chains affected by the crisis.” IMF Warns of Global Economic Downturn If War in Iran Lasts Anti-Recession Guardrails Are Weaker Than Ever Around the Globe IMF Says Treasuries Lo...

Rosenblatt Securities Maintains Advanced Micro Devices(AMD.US) With Buy Rating, Maintains Target Price $300 富途牛牛

We just covered the 10 Best Stocks to Buy According to AI Bull Brad Gerstner. Meta Platforms (NASDAQ:META) ranks #6 (see the 5 Best Stocks to Buy According to AI Bull Brad Gerstner). Altimeter Capital’s Stake: $1,218,108,963 Meta shares are down about 10% over the past six months amid concerns related to massive spending and […]

Is Meta Platforms (META) The Best AI Stock in Brad Gerstner’s 2026 Portfolio? Yahoo Finance

We just covered the 10 Best Stocks to Buy According to AI Bull Brad Gerstner. NVIDIA Corporation (NASDAQ:NVDA) ranks #6 (see the 5 Best Stocks to Buy According to AI Bull Brad Gerstner). Altimeter Capital’s Stake: $1,510,607,666 Despite bubble fears and valuation concerns, the scarcity of high-quality AI chips and NVIDIA’s (NASDAQ:NVDA) dominance in this […]

Here’s Why Brad Gerstner Remains Bullish on NVIDIA (NVDA) Despite Valuation, Bubble Fears Yahoo Finance