GaryMuth/iStock via Getty Images I recently shared an article that explained how self-storage REITs could become one of the biggest hidden winners of the AI revolution. That’s because it is expected to lead to significant labor market disruption, which will then lead to greater mobility as people look for new jobs, creating lots of new demand for self-storage. CubeSmart Moreover, AI is also making it much easier than ever before to start all sorts of new businesses, and therefore, I expect it to lead to a boom in new small business formation. These new entrepreneurs will not need large industrial warehouses. Rather, they will need a small and flexible self-storage unit for their storage needs. Extra Space Storage Finally, because self-storage is one of the most operationally intensive property sectors, it should also benefit a lot from new efficiencies unlocked thanks to AI, potentially leading to higher margins. Public Storage All of this has the potential to greatly boost the cash flows of self-storage REITs over the coming five years, and yet, the market does not seem to have yet recognized this long-term opportunity, as most investors remain focused on the near-term challenges caused by oversupply. It has caused self-storage REITs Public Storage ( PSA ), Extra Space Storage ( EXR ), and CubeSmart ( CUBE ) to crash in recent years, pushing their valuations to historic lows: Data by YCharts I think that this is a great buying opportunity, as these REITs could present significant upside potential as growth accelerates and the narratives shift to how this sector is a hidden winner of AI. But which self-storage REIT is the best opportunity today? Public Storage? Extra Space Storage? CubeSmart? Or even National Storage Affiliates ( NSA )? I think that it is CUBE. Here are five reasons why: Reason No. 1: Best Internal Growth Prospects Its assets enjoy the greatest barriers to entry. They're typically located in densely populated areas, such as Brooklyn, which will limi...

The Bill for Tesla's AI Expansion Just Keeps Getting Bigger Business Insider

Brand, who will be tried in October over allegations of rape and sexual assault, tells podcast he slept with 16-year-old when he was 30 Russell Brand said he had “exploitative” consensual sex with a 16-year-old girl at the height of his fame. The comedian, actor and podcaster, 50, will be tried in the autumn over allegations of rape and sexual assault made against him by six women. Brand denies all the charges, which date from 1999 to 2009. Speaking about his past actions in an appearance on the YouTube show of the US journalist Megyn Kelly, Brand described himself “selfish” and an “exploiter of women”. Continue reading...

ST宏达公告，公司股票自2026年4月24日起将继续被实施其他风险警示。利安达会计师事务所对上海宏达新材料股份有限公司2025年度财务报告出具了带持续经营重大不确定性段落的无保留意见审计报告，公司2023年度、2024年度、2025年度扣除非经常性损益前后净利润孰低者均为负值。根据相关规定，公司股票将继续被实施其他风险警示。

沙钢股份公告，2026年第一季度营收为32.03亿元，同比下降8.36%；净利润为5136.41万元，同比下降25.19%。

Source: Bloomberg, 3:57

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Earnings latest: Tesla ( TSLA ) pares gains on capex plans , but points to AI profits and Cybercab production . Bessent speaks: Many U.S. allies have asked for currency swaps amid economic turbulence from the Iran war. Athleisure revival? Struggling to find its footing, Lululemon ( LULU ) has a new CEO and she's a former Nike ( NKE ) executive. CAR crash! What goes up must come down... especially if it's a meme stock. Shares of Avis Budget ( CAR ) have been on a tear over the past month, soaring some 600% from below $100 to over $700. The party finally came to an end on Wednesday, with the stock falling back to earth following a quick surge in the opening minutes. After all was said and done, the car rental company had tumbled by nearly 40%, shaving $270 off its share price and ending the session in the $400-range (CAR is down another 6% in premarket trade). Sign of the times: Avis Budget has all the characteristics of a meme stock. The firm reported billion-dollar net losses over the past two years, while short interest has grown to a high of 25.55%, making it susceptible to significant short squeezes. Remember the "meme trade" of rival car rental chain Hertz ( HTZ ) in 2020? That run-up heralded the most famous "meme trade" of them all... GameStop ( GME ) in 2021. Back then, Avis also found itself on the Wall Street Bets list, with pump and dumps of the stock even cycling into 2022. When traders get exuberant, like the rapid buy-the-dip action that followed the peak of the Iran war, silly money can send stocks on a ride. It's happening now and will likely happen again. Concentrated institutional ownership of Avis Budget hasn't helped the situation, with two hedge funds - SRS and Pentwater Capital - said to own 82% of the company , thereby limiting the available float. Rental reckon...

Popular press release ( BPOP ): Q1 GAAP EPS of $3.78 beats by $0.44 . Revenue of $759.9M (+9.6% Y/Y) misses by $57.21M . More on Popular Popular, Inc. (BPOP) Presents at RBC Capital Markets Global Financial Institutions Conference 2026 Transcript Popular, Inc. 2025 Q4 - Results - Earnings Call Presentation Popular: Solid Q4 2025 Earnings And Undemanding Valuation Popular Q1 2026 Earnings Preview Popular GAAP EPS of $3.53 beats by $0.49, revenue of $823.84M misses by $1.73M

China’s close ties with Russia should be a “disqualifying factor” in Beijing’s bid to launch talks on a free-trade agreement with the European Union, Finland’s foreign minister has said. In meetings with European leaders, Beijing has been floating the prospect of a trade or investment deal, while German Chancellor Friedrich Merz last month said a pact could be possible in the future. In an exclusive interview in Helsinki on Wednesday, however, Foreign Minister Elina Valtonen poured cold water on...

博瑞传播公告，2026年第一季度营业总收入1.85亿元，同比下降32.36%。净利润580.5万元，同比增长93.73%。

Valley National Bancorp press release ( VLY ): Q1 Non-GAAP EPS of $0.29 beats by $0.02 . Revenue of $540.36M (+13.0% Y/Y) beats by $7.16M . Total deposit balances increased $676.5 million to $52.9 billion at March 31, 2026 as compared to $52.2 billion at December 31, 2025. Our net interest margin on a tax equivalent basis of 3.17 percent for the first quarter 2026 remained unchanged from the fourth quarter 2025 and increased 21 basis points compared to the first quarter 2025. Total loans increased $692.1 million, or 5.5 percent on an annualized basis, to $50.8 billion at March 31, 2026 from December 31, 2025. The allowance for credit losses for loans totaled $599.8 million and $596.1 million at March 31, 2026 and December 31, 2025, respectively. Efficiency ratio was 53.10 percent for the first quarter 2026 as compared to 53.49 percent and 55.87 percent for the fourth quarter 2025 and first quarter 2025, respectively. More on Valley National Bancorp Valley National Bancorp Has Risen Nicely And That Trend Should Continue Valley National Bancorp: Poised For Growth After Transformation (Upgrade) Valley National Bancorp (VLY) Q4 2025 Earnings Call Transcript Valley National Bancorp Q1 2026 Earnings Preview Valley National Bancorp approves new 25M-share buyback program

Heineken Q1 revenue was €7.9 billion, up 1.4% reported, as organic growth and the positive impact from the inclusion of the FIFCO beverages and retail businesses was partially offset by the strengthening of the Euro. Net revenue was €6.7 billion, up 2.8%, with net revenue per hectolitre up by 3.0%. Total consolidated volume decreased by 0.2%. Price-mix on a constant geographic basis increased 2.9%, led by pricing and positive portfolio mix. Total volume grew 1.2% with growth in Asia Pacific and Africa & Middle East offsetting volume declines in the Americas and Europe. Full year outlook: reaffirms operating profit expected to grow in the 2% to 6% range. Source More on Heineken N.V. Heineken N.V. (HEIA:CA) Presents at UBS Global Consumer and Retail Conference Transcript Heineken: Execution And Strategic Discipline Support The Equity Story Heineken N.V. (HEIA:CA) Q4 2025 Earnings Call Transcript Heineken Non-GAAP EPS of €4.78, revenue of €28.75B; initiates FY outlook Historical earnings data for Heineken N.V.

格隆汇4月23日｜路透调查：85位经济学家中有84位认为，欧洲央行将在4月维持存款利率在2.00%不变。

格隆汇4月23日｜德国政府：伊朗应抓住机会在伊斯兰堡继续与美国的谈判。霍尔木兹海峡必须永久、可靠且无任何限制或收费地保持开放。

韶能股份公告，2026年第一季度营收为12.01亿元，同比增长8.33%；净利润为1055.74万元，同比下降41.87%。

华骐环保公告，2026年第一季度营业收入8214.82万元，同比增长9.58%。净亏损301.87万元，上年同期净利润161.32万元。

华骐环保公告，2025年营业收入3.55亿元，同比增长27.13%。归属于上市公司股东的净亏损3974.62万元，上年同期净亏损4173.16万元。公司计划不派发现金红利，不送红股，不以公积金转增股本。

jetcityimage/iStock Editorial via Getty Images Dow Inc. ( DOW ), one of the world’s largest chemicals and materials manufacturers, reported first-quarter results on Thursday that beat Wall Street expectations for both revenue and adjusted earnings despite posting a net loss. Shares of Dow ( DOW ) rose 1.8% in premarket trading. As of Wednesday’s close, the stock was up 34% over the prior 12 months. Net sales fell 6% to $9.79 billion from $10.43 billion a year earlier, but still topped analysts’ consensus estimate of $9.67 billion. Operating earnings per share, the company’s adjusted measure, showed a loss of $0.14 a share, better than the expected adjusted loss of $0.29 a share. Net income fell to a loss of $445 million, or $0.74 a share, from a loss of $290 million, or $0.44 a share, a year earlier. Cost cuts help offset weak pricing Dow ( DOW ) said lower prices and softer demand weighed on results, though benefits from its cost reduction efforts helped cushion the impact. “In the first quarter, our results reflect the growing impact of Dow's self-help actions,” Chief Executive Jim Fitterling said in the earnings release. Volume declined 2% year over year, while local prices fell 7%. Gains in packaging plastics volumes were offset by lower sales in industrial intermediates and infrastructure products, partly tied to conflict-related disruptions in the Middle East. Packaging business leads segments Dow's ( DOW ) Packaging & Specialty Plastics unit, its largest segment, generated $4.9 billion in revenue, down 7% from a year earlier. Performance Materials & Coatings sales were roughly flat at $2.08 billion, while Industrial Intermediates & Infrastructure revenue declined 8% to $2.63 billion. The coatings and silicones businesses benefited from stronger demand tied to electronics, home and personal care applications. Cash flow improves, outlook firms Dow ( DOW ) reported earnings before interest, taxes, depreciation and amortization of $873 million, compared with $944...

格隆汇4月23日｜星宸科技(301536.SZ)公告称，2026年第一季度实现营业收入9.94亿元，同比增长49.35%；归属于上市公司股东的净利润为2.20亿元，同比增长330.29%。业绩变动主要系报告期内，上游存储供不应求、价格持续上行，公司通过合理传导成本、持续优化产品结构与客户结构，实现营业收入、归属于上市公司股东的净利润、归属于上市公司股东的扣除非经常性损益的净利润、基本每股收益和稀释每股收益均同比快速增长。报告期内，公司各条产品线出货量同比均保持稳定增长，各类端边侧AI应用场景具备确定性需求，业绩增长是价格传导叠加出货量同步提升共同驱动的价量齐升结果。

永安期货公告，2026年第一季度营业收入4.37亿元，同比增长138.83%。净利润1.94亿元，同比增长506.59%。

LSI Industries press release ( LYTS ): Q3 Non-GAAP EPS of $0.28 beats by $0.07 . Revenue of $150.53M (+13.6% Y/Y) beats by $12.48M . Net Sales of $150.5 million, +14% y/y; net sales excluding Royston +9% y/y More on LSI Industries LSI Industries: Enlightened By The Royston Transaction LSI Industries Inc. (LYTS) SRR Holdings, Inc. - M&A Call - Slideshow LSI Industries Inc. (LYTS) M&A Call Prepared Remarks Transcript LSI Industries Q3 2026 Earnings Preview LSI Industries prices $90M stock offering

深南电路公告，公司全资子公司无锡深南拟在无锡市新吴区投资建设高速高密、高多层电子电路产品项目。项目总投资约46亿元，资金来源为自有资金及自筹资金，建设周期规划约为12个月。本次投资旨在紧抓行业发展机遇，满足高端产品市场需求，进一步扩大产能规模，巩固并提升市场份额。

“中期选举不会从根本上颠覆美国能源转型的大方向，但会显著影响不同技术路线的时间进程。对于长期投资者而言，这既是风险，也是机会。” 距离美国中期选举还有6个多月的时间，美国政界与资本市场的博弈已经提前升温。两党正在进行激烈的国会控制权争夺，而这也对多个行业前景产生深远影响。 本周，摩根士丹利发布分析报告称，在全美的各行业中，能源行业的政策敏感性受中期选举影响最高，但无论哪一党最终胜出，能源行业整体都将迎来净利好。 可再生能源：民主党获胜将迎利好 摩根士丹利指出，针对美国的可再生能源领域，共和党目前主导的政策包括：缩减风能与 太阳能 的税收抵免额度、暂停东海岸多个海上 风电 项目的建设许可、收紧联邦土地上的可再生能源项目审批流程。这些举措将直接影响相关可再生能源头部企业的项目进度，如布鲁克菲尔德可再生能源等。 如果民主党在中期选举中拿下国会两院，上述政策很可能被迅速逆转。民主党长期以来支持《通胀削减法案》所囊括的绿色税收激励，倾向于恢复或扩大对风能、太阳能、 储能 项目的联邦支持。 此外，尽管可再生能源项目的联邦许可权主要属于行政分支，但分析师认为，在民主党获胜的情况下，国会有可能通过立法形式，将可再生能源项目的许可审批流程“法律化”，这将为新纪元能源（NEE）、爱依斯 电力 公司（AES）、道达尔能源（Total Energies）等相关公司带来明确利好。 核能：谁赢都受益 相比于可再生能源，核能的政治处境更为特殊，在美国享有罕见的两党共同支持。共和党看重其稳定、可靠的基荷电力能力，以及不依赖外国供应链的战略价值；民主党则将其视为零碳电力的重要组成部分。 摩根士丹利分析师在报告中写道：“核能行业持续受益于两党支持，中期选举可能成为推动新一轮立法激励的 催化剂 ，目标是缩短新反应堆的审批与建设周期，并鼓励更多资本进入该领域。” 近年来，随着 人工智能 数据中心 用电 需求呈指数级增长，核能重新成为大型科技公司的重点关注对象。星座能源公司已与Meta和微软签署长期购电协议，利用现有 核电 机组为数据中心供电。与此同时，GE Vernova、纽斯凯尔电力公司和奥克洛公司正在积极开发小型模块化反应堆，这类技术被视为未来分布式清洁基荷电力的关键。 分析师认为，无论中期选举结果如何，核能板块都将获得政策支持，区别仅在于支持力度和落地速度。若共和党获胜，审批放松和联邦贷款担保将更为...

格隆汇4月23日｜北汽蓝谷23日发布2025年报及2026年一季报。2025年，营业收入279.4亿元，同比增长92.53%，毛利率全年转正，经营现金净流入19.34亿元，经营质量大幅跃升。2026年一季度，公司营业收入40.99亿元，毛利率3.04%,同比提升11个百分点，连续三个季度为正。同时，产品结构大幅改善，高端化趋势明显，一季度享界销量占比超30%，营收占比估算超60%。据悉，享界硬派SUV和MPV将于今年上市，加之极狐MPV问道V9在北京电影节的高光展示，北汽蓝谷2026“量质双升”渐入佳境。