英国国债回吐了早先涨幅，随着原油期货价格上升，长期国债收益率随之攀升。 30年期国债收益率一度上涨6个基点，至5.55%。 2年期国债收益率上涨2个基点，至4.25%。 这一走势恰逢主要英国国债期货合约交易量激增。 布伦特原油升至日内高点，突破每桶98美元，此前报道称，美国必须在谈判中放弃“过分要求”。 责任编辑：何云

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the GraniteShares 2x Long NVDA Daily ETF (Symbol: NVDL) where we have detected an approximate $357.1 million dollar outflow -- that's a 7.8% decrease we

MilanMaksovic/iStock Editorial via Getty Images BRP Inc. ( DOO ) plunged -35% on the 15 th of April. The recreational vehicle manufacturer withdrew its financial guidance due to changes in the tariff landscape. New tariffs pressure profitability intensively, meanwhile BRP is already operating in a very volatile demand environment. A negative stock reaction was warranted, but ultimately, such a sharp plunge seems like an overreaction in my opinion. I maintained a Hold rating in my previous September 2024 article on the stock, titled “ BRP Shows Market Share Loss In Q2 ”. The stock has since lost -17% of its value, meanwhile the S&P 500 has returned 30%. My Rating History on DOO (Seeking Alpha) Tariffs Cause a Shock in BRP’s Outlook After BRP established the company’s FY2027 guidance in late March, the company already had to withdraw the guidance in mid-April. The reason for the guidance withdrawal was outlined very clearly – changes in the tariff landscape are going to weaken BRP’s profitability. The structure of Section 232 tariffs on metals was changed in a major way. Instead of a 50% tariff only on applicable metal content, BRP now faces a 25% tariff on the total value of imported snowmobiles and the majority of off-road vehicle models in the U.S. market. The impact on BRP is significant. The U.S. accounts for 56% of BRP’s revenues. BRP relies on manufacturing in Mexico, Canada, and a number of other countries in addition to two manufacturing facilities in the U.S., and sources parts from other countries, making the company very susceptible to higher tariffs. Left unmitigated, BRP estimates the additional tariff impact to be $500 million for the remainder of FY2027 after the tariff change became effective on the 6 th of April. BRP’s previous guidance included an adjusted EBITDA range of $1175-1275 million, implying that added tariff pressure could lower earnings by 41% for the year. BRP Q4'FY26 Investor Presentation The news puts BRP in a very difficult and uncert...

天祥集团 称该报价低估了公司价值 殷拓集团表示，目前无法确定是否会提出新报价。 简要摘要 英国天祥集团拒绝了瑞典私募股权集团殷拓的 79.3 亿英镑收购提议，理由是报价被低估。 英国天祥集团（Intertek Group）周四表示，已拒绝瑞典私募股权集团殷拓（EQT）的非邀约收购提议，称这份 79.3 亿英镑（约 107.6 亿美元） 的方案严重低估了公司价值。 主营检测、检验与认证服务的天祥集团宣布，殷拓此前提交了一份非邀约收购提案，但公司董事会已予以否决。 公告显示，该方案报价为每股 51.50 英镑现金 ，较公司周三收盘价溢价 18%。根据路孚特的股份数据，这笔收购对公司整体估值为 79.3 亿英镑。 在殷拓披露收购意向后，天祥集团股价大幅走高，欧洲午后交易时段上涨 12%，报每股 49 英镑。 天祥集团声明称：“董事会在顾问协助下审慎审议了殷拓的提案，并一致认为该方案从根本上低估了天祥集团及其未来发展前景。” 殷拓早些时候已确认向天祥提交收购提案，但未披露具体财务细节，并表示在 indicative 报价遭拒后正考虑后续选择。 这家私募股权公司补充道， 目前无法确定是否会提出新的报价 。 殷拓提出收购意向之际，天祥集团刚于本周二宣布启动战略评估，计划通过出售或分拆方式，将旗下能源与基础设施业务从整体运营中剥离。公司同时任命史蒂夫・莫格福德接替安德鲁・马丁担任董事会主席。 天祥针对殷拓要约的监管文件显示，董事会上周收到提案，并于周一予以否决。 天祥两大主要竞争对手 —— 瑞士通标标准（SGS）与法国必维国际检验集团（Bureau Veritas）去年曾商讨合并事宜，但最终宣告放弃。 当时两家公司均表示，检测、检验与认证行业的整合具备价值，但谈判未能达成一致。高管随后称将转而聚焦小型并购交易。 通标、必维与天祥经常收购小型同业公司，以扩充服务品类或拓展新市场。周四早些时候，天祥宣布从三井化学手中收购了印度一家太阳能光伏检测实验室。 在天祥收购意向披露后，通标标准与必维国际的股价亦同步走高。 责任编辑：郭明煜

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the JMST ETF (Symbol: JMST) where we have detected an approximate $127.3 million dollar outflow -- that's a 2.0% decrease week over week (from 125,400,0

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares MSCI ACWI ex US ETF (Symbol: ACWX) where we have detected an approximate $264.6 million dollar inflow -- that's a 2.4% increase week over wee

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell 1000 Growth ETF (Symbol: IWF) where we have detected an approximate $961.3 million dollar outflow -- that's a 0.8% decrease week ove

AMD at PyTorch Conference Europe AMD

Getty Images DroneShield shares have lost 2% since my last report . I have a buy rating on the name and even with the drone aggression in the Middle East, I can somewhat understand why the stock price has not moved substantially. In this report, I discuss why I believe the shares have not moved up substantially and since the company has also provided its annual report, I will discuss the earnings which closely match the preliminary earnings that were already disclosed. I will also present my updated price target which is lower, but still supports a buy rating. Why DroneShield Stock Has Not Moved Up Sharply The situation in Iran and how neighboring countries are attacked with drones puts the focus on drone stocks or better said stocks that provide counter-drone solutions. DroneShield is one of those companies, but did not benefit. One reason is more than likely the valuation of the stock. In my prior assessment, I found that the stock was fairly valued with earnings for 2027 in mind. Typically, I value stocks one year ahead of earnings and that did not leave any upside. However, I did mark the shares a buy since the expected earnings for 2028 showed substantial upside. At the same time, the peer group EV/EBITDA multiple against which the model developed by The Aerospace Forum calculates the multi-year price targets dropped from 23.5x to 22.6x. So, from valuation perspective there was no near-term driver for the stock price. The situation in Iran seemingly is a good one for companies such as DroneShield. However, I believe that DroneShield is not the best equipped against to counter the drones we have seen deployed in Iran. The addressable market for counter-drone solutions is big with over $35 billion in opportunities for the military market and over $28 billion in the addressable market. With Iran striking military bases and energy infrastructure, we have basically seen that there is demand for counter-drone solutions. At the same time, we note that airports, energy...

relif/iStock via Getty Images Introduction IAC Inc. ( IAC ), in my view, is an undervalued stock because the market still looks at the company as a complex holding company instead of a set of different useful assets. The current equity valuation appears to be dominated by the mark-to-market value of the MGM stake, search uncertainty, and legacy doubts for the print and HoldCo complexity. Yet the underlying parts, when valued separately, are coming out to be worth more than what the public market is currently assigning to the company. On my SOTP analysis, I estimate that IAC is worth around $51 in a bear case, $59.3 per share in a base case, and $66.4 per share in a bull case. This shows a big upside relative to the current share price. I do not think investors need to underwrite an explicit restructuring or aggressive breakup to see upside. In my view, the current share price gives substantial credit to the MGM stake and cash while assigning limited value to People and the smaller private assets. If the market begins to value the existing pieces on a more disaggregated basis, the shares can rerate toward sum-of-the-parts value without requiring a management-led transaction thesis. Therefore, this stock is a ‘Strong Buy’ for me. Company Background & Evolution IAC has long been structured as a holding company that incubates, owns, and eventually separates Internet and media businesses. Over time, that model has produced a number of major spinoffs and separations, including Expedia, Match.com, and Vimeo . The latest phase of simplification accelerated over the last two years. The Angi spin-off in March 2025 and the March 2026 sale of Care.com led to the initial steps for further company simplification. This history matters because the current investment case is not built on just a new idea; rather, it is built on a structure that IAC has used repeatedly. Care.com sale announcement (IAC IR ) Even after those moves, however, IAC is not yet a clean company that can be eas...

Oracle (ORCL) vs Salesforce (CRM): Which Cloud Giant Should You Buy in 2026? Blockonomi

Thomas Barwick/DigitalVision via Getty Images In recent months, US Foods Holding ( USFD ) has performed quite well. Back in January of this year, I reaffirmed the company as a ‘hold’ candidate. This was based off of the continued growth that the company was achieving, combined with what I perceived to be some attractive upside. Since then, the stock has risen by 10.9%, easily outperforming the 4.9% drop that the S&P 500 saw. This is great to see in and of itself. However, the downside here is that, compared to other similar enterprises, the stock is looking fairly valued at best. Even though there is an opportunity for additional upside, I think investors should be cautious here. I firmly believe that reaffirming the company as a ‘hold’ candidate is the right move here. Taking a bit out of US Foods Holding The only new data that investors have access to since I last wrote about US Foods Holding covers through the final quarter of the company's 2025 fiscal year . During that time, revenue was $9.80 billion. That's a pretty solid increase in revenue compared to the $9.49 billion that the company reported the previous year. According to management, the firm benefited to the tune of 0.8% from a rise in case volume. Independent restaurant case volume jumped a particularly robust 4.1%, while healthcare volume grew 2.9%. The hospitality space, meanwhile, popped by 3.1%. There were other metrics as well, but you get the idea. An even bigger driver of revenue expansion, however, was food cost inflation amounting to 1.8% that management essentially had to pass on to its customers. Author - SEC EDGAR Data As revenue for the company improved, profitability improved also. Net income jumped from $66 million to $184 million. This means that the company saw an improvement in profit margins also. And according to the company, this seems to have been driven at least in part by productivity improvements and actions taken to streamline administrative processes and costs. Other profitab...

AMZN Expands Multicloud Networking for Enhanced Connectivity GuruFocus

Anthropic ( ANTHRO ) unveiled its latest AI model Claude Opus 4.7, which is now generally available. The company said that Opus 4.7 is a notable improvement on Opus 4.6 in advanced software engineering, with particular gains on the most difficult tasks. Opus 4.7 handles complex, long-running tasks with rigor and consistency, pays precise attention to instructions, and devises ways to verify its own outputs before reporting back, according to the company. However, Anthropic noted that Opus 4.7 is less capable than its most powerful model Claude Mythos Preview, which the company is discussing with the Trump administration despite a legal tussle between the two after a blacklisting. "The model also has substantially better vision: it can see images in greater resolution. It’s more tasteful and creative when completing professional tasks, producing higher-quality interfaces, slides, and docs. And—although it is less broadly capable than our most powerful model, Claude Mythos Preview—it shows better results than Opus 4.6 across a range of benchmarks," said the company on Thursday. The AI tech giant noted that it has kept Claude Mythos Preview’s release limited and plans to test new cyber safeguards on less capable models first, with Opus 4.7 being the first such model. "We are releasing Opus 4.7 with safeguards that automatically detect and block requests that indicate prohibited or high-risk cybersecurity uses," said the company. Opus 4.7 is available today across all Claude products and the company's API, Amazon Bedrock, Google Cloud’s Vertex AI, and Microsoft Foundry. Pricing remains the same as Opus 4.6: $5 per million input tokens and $25 per million output tokens, the company added. Last week, Anthropic unveiled Claude Mythos Preview, a general-purpose frontier model, which the company called its "most capable yet for coding and agentic tasks. Its strength in cybersecurity is a direct result of that broader capability: a model that can deeply understand and modify ...

AMD stock just achieved a milestone it hasn't in over 20 years TradingView — Track All Markets

AMD stock just achieved a milestone it hasn't in over 20 years TradingView

根据 摩根大通 的数据，在此前股市上涨行情中基本处于观望状态的散户交易员，现在开始追涨。 该行最新的客户流量数据显示，散户买入活动大幅反弹，整体参与度从几天前约10%的分位数跃升至55%的分位数。这一回升表明，在主要股指徘徊于历史高点附近之际，散户投资者开始发力追赶。 这轮反弹主要由个股购买激增所推动，个股购买升至过去一年来的71%分位数。相比之下，对交易所交易基金的需求有所减弱，ETF资金流入从前一周的53%分位数下滑至33%的分位数。 责任编辑：张俊 SF065

PM Images/DigitalVision via Getty Images The year started off much like the second half of 2025, with most stocks going up and caution being penalized. February brought a market that was best described as “weird” with multiple, large sector wide moves driven by themes like perceived AI winners and losers. Then the Iran War and growing systemic private credit risk complicated matters more. We lagged the market to start the quarter but performed better relatively as “weird” turned to “bad.” We continue to look very different than and often at odds with the Russell 2000 index, as has been the case for much of the last two plus years. That will not always be bad for relative returns like it has been over the last twelve months during what has continued to be a lower quality rally as we have written about before. Fund Characteristics P/V Ratio High-50s% Cash 13.1% # of Holdings 16 Click to enlarge All data as of March 31, 2026 Annualized Total Return (%) 1Q 1 Year 3 Year 5 Year 10 Year Since Inception Small-Cap Fund -2.72 3.10 9.78 2.07 6.11 9.54 Russell 3000 -3.96 18.09 17.86 10.87 13.72 10.85 Russell 2000 0.89 25.72 13.05 3.77 9.88 9.28 Russell 2000 Value 4.96 28.09 13.80 5.79 9.61 10.05 Click to enlarge Effective May 1, 2024, the Fund changed its broad-based securities market index to the Russell 3000 Index due to regulatory requirements. The Fund retained the Russell 2000 Index and the Russell 2000 Value Index as performance benchmarks because they more closely align with the Fund's investment strategies and restrictions. Inception date 2/21/1989. Returns reflect reinvested capital gains and dividends but not the deduction of taxes an investor would pay on distributions or share redemptions. Performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Curr...

Did ARK’s Buying, Trump’s Praise and AIP Adoption Just Recast Palantir Technologies’ (PLTR) Investment Narrative? Yahoo Finance

In recent days, Palantir Technologies has drawn fresh attention as ARK Invest increased its holdings, President Donald Trump publicly praised its defense-focused AI platforms, and the company highlighted rapid adoption of its Artificial Intelligence Platform across U.S. commercial and government customers. This mix of high-profile investor support, political endorsement, and expanding real-world AI deployments is reinforcing Palantir’s image as critical infrastructure for military and...

Perma-Pipe International press release ( PPIH ): Q4 GAAP EPS of $0.60. Revenue of $55.1M. Income before income taxes increased to $6.4 million for the quarter and $27.5 million for the full year, compared to $5.3 million and $18.5 million in the prior year periods, respectively More on Perma-Pipe International Perma-Pipe International Holdings Offers Robust Upside Seeking Alpha’s Quant Rating on Perma-Pipe International Historical earnings data for Perma-Pipe International Financial information for Perma-Pipe International

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Look at this masterpiece… I'm showing it to you as a simple line chart without any technical indicators or trendlines to point out how simple it can be when you buy a breakout out of a multiyear consolidation. Caterpillar (CAT) shook off years of sideways churn and slow-and-steady advances to become an absolute beauty. They should be calling this company Butterfly now. CAT broke out last July as enthusiasm for its power business became part of the AI bull market on Wall Street. And once it took off, it never looked back. This name has not even been near its rising 200-day moving average ever since, despite the pullbacks and volatility in the stock market. This was a one-decision stock that hasn't forced you to reconsider ever since the breakout. If only they all could do this. We haven't gotten around to writing about CAT despite it being on our list for the last 10 months. Today, we're going to fix that. Best Stock Spotlight: Caterpillar, Inc. (CAT) Sean — Caterpillar's equipment is easy to spot. Their brand is synonymous with the yellow colored equipment you see on the side of the road across the U.S. They actually have their own yellow, called Caterpillar Yellow, which was introduced in 1979 for higher visibility and better brand alignment. You may remember this is a similar story to Deere , which we wrote about first here on June 5. DE is up 13% since that first write up, and it has been a rough ride. The stock was kicked off the list in the fall of 2025, traded sideways through year end, and was added back as things picked up in 2026. In hindsight, we should have written about CAT. From the date of when we wrote about DE in June of 2025, Caterpillar is up 120%. The entire industry that both CAT and DE reside in has been ripping. The Machinery industry within the industrial sector group is home to these two companies, along with stocks like...

据Axios报道，一名以色列国防部官员表示，与黎巴嫩的停火协议可能会在周四夜间宣布。 该官员称，我们正处于十字路口。目前尚无定论，但今天可能会有结果。 目前，标普500指数涨0.2%，道指大致持平，纳指涨0.3%，半导体指数涨1.1%。