The average one-year price target for Ubiquiti (NYSE:UI) has been revised to $768.57 / share. This is an increase of 20.85% from the prior estimate of $635.97 dated April 12, 2026. The price target is an average of many targets provided by analysts. The latest

Salesforce (NYSE:CRM) and Slack have filed an antitrust lawsuit in the UK against Microsoft, challenging the bundling of Teams with other Microsoft products. The case follows earlier complaints to European authorities and targets how collaboration tools are packaged and sold to enterprise customers. The filing comes as Salesforce promotes its Agentforce platform and Google Cloud integrations for AI driven workflows across large organizations. For investors watching enterprise software, this...

Hollywood star expected to testify about claim a fellow actor confided in her that she was uncomfortable about a bathing request from another colleague Follow our Australia news live blog for latest updates Get our breaking news email , free app or daily news podcast Hollywood star Rebel Wilson has entered a courthouse ahead of giving evidence in her high-profile defamation battle against the star of her directorial debut. The Pitch Perfect star is being sued by Charlotte MacInnes, the Australian lead actor of musical comedy The Deb. Continue reading...

The average one-year price target for MultiSensor AI Holdings (NasdaqCM:MSAI) has been revised to $40.80 / share. This is an increase of 3,900.00% from the prior estimate of $1.02 dated April 12, 2026. The price target is an average of many targets provided by

The average one-year price target for Minerva Neurosciences (NasdaqCM:NERV) has been revised to $9.69 / share. This is an increase of 31.03% from the prior estimate of $7.40 dated April 12, 2026. The price target is an average of many targets provided by analy

格隆汇4月28日｜台股今早小幅低开后快速拉升转涨，台湾加权指数目前涨0.36%，报39757.46点。

受人工智能科技龙头股强势大涨提振，韩国股市规模已反超英国，成为全球第八大股票市场。数据显示，韩国上市公司总市值今年飙升超 45%，达 4.04 万亿美元；英国股市市值同期仅上涨约 3%，为 3.99 万亿美元。就在 2024 年末，英国股市规模还约为韩国的两倍。韩股大涨，凸显全球资金持续涌向人工智能相关企业。韩国两大上市巨头 —— 三星电子与 SK 海力士由此大幅走强。这两大存储芯片巨头目前占据韩国综合股价指数总市值的四成以上，该指数成分股超 800 家。此外，韩国总统李在明推行企业治理改革、出台利好市场政策以提振股市，也为行情提供了额外支撑。 责任编辑：王永生

智东西4月28日消息，今天凌晨，微软与OpenAI联合宣布，修订延续多年的合作协议， 结束了微软在OpenAI模型对外分销上的独家地位 ，OpenAI从此 可向所有云服务商客户提供其全部产品 。 微软将不再向OpenAI支付收入分成，OpenAI对微软的收入分成持续到2030年，并设总额上限。 ▲官方博客中文转译版（图源：OpenAI） 微软自2019年起对OpenAI累计投资超130亿美元（约合人民币887.9亿元），是OpenAI重要的资金与算力提供方。2025年10月，OpenAI完成营利化重组后， 微软获得约27%的股权 ，估值1350亿美元（约合人民币9220.5亿元）， OpenAI承诺采购Azure 2500亿美元（约合人民币1.71万亿元）云服务 。 修订公告发布后，OpenAI CEO奥尔特曼发文官宣，“我们更新了与微软的合作关系”。 ▲奥尔特曼官宣该消息（图源：X） X平台上的讨论迅速分化为多种声音。有人认为，这是个 双赢的交易 ，微软仍是主要合作伙伴，OpenAI可以更具灵活性。 也有网友吐槽奥尔特曼过河拆桥，“微软给你建了基础设施，现在你说走就走，干得漂亮萨姆。” 此外，还有网友发出惋惜，认为“主要云合作伙伴”听起来像极了分手话术，“我们仍互相关心，但是要和其他服务器约会了。” 本次修订是双方关系的一次重大调整，关键变化集中在 分销独家性、IP许可期限、收入分成结构 等方面。 01. 独家分销终结： OpenAI产品可上任意云 Azure仅保留首发优先权 根据双方联合声明，微软仍是OpenAI的 主要云合作伙伴 ，OpenAI新产品将首先登陆Azure，除非微软无法或选择不支持所需能力。OpenAI现在 可向任意云服务商的客户提供其全部产品 ，不再受微软独家分销条款约束。彭博社认为，这一变化为OpenAI与亚马逊AWS等云服务商之间的合作铺平道路。 亚马逊CEO安迪·贾西（Andy Jassy）发文称，AWS将在 未来几周内通过Bedrock服务向客户提供OpenAI模型 ，并将次日的旧金山活动上公布更多细节。他说：“这样一来，开发者将拥有更多选择，为合适的任务挑选合适的模型。” ▲亚马逊CEO发文回应（图源：X） 据悉，OpenAI在2026年2月已与亚马逊达成战略合作，亚马逊承诺最多投资500亿美元（约合人民币3415亿元），双方将原有的...

格隆汇4月28日｜近日，阿里巴巴ATH创新事业部重磅打造的新一代多模态视频生成模型HappyHorse开启灰度测试。作为全球AI视频领域的新秀，HappyHorse获得业内广泛关注。作为国内领先的数字内容集团，中文在线始终致力于推进文化与科技融合，包括为广大创作者提供专业的AI内容创作工具。旗下全栈AI内容创作解决方案“次元神笔”现已正式接入HappyHorse模型。除HappyHorse外，次元神笔还接入了包括Seedance 2.0在内的多款行业领先AI模型，构建起覆盖文字、图像、视频等多维度的丰富创作工具箱。不同模型各具特色，能够满足创作者在不同场景下的多样化创作需求。

Alexander Manzyuk | Reuters Oil prices edged higher Tuesday as investors parsed fresh signals from U.S.-Iran negotiations, with uncertainty over a potential de-escalation keeping markets on edge. West Texas Intermediate futures rose 0.66% to $97.03 per barrel while international benchmark Brent oil futures added 0.44% to $108.67 a barrel. The higher prices came as U.S. President Donald Trump and his national security team discussed a proposal from Tehran to reopen the Strait of Hormuz, conditional on Washington lifting its blockade and ending hostilities, according to White House press secretary Karoline Leavitt. Stock Chart Icon Stock chart icon U.S. oil prices since the start of the year It remains unclear whether Trump, who has said sanctions relief would come only once a deal is "100% complete," is willing to consider the proposal as a pathway to de-escalation in the two-month-long conflict. "I will confirm the president has met with his national security team this morning," Leavitt said at a press briefing Monday afternoon when asked about the reports. Energy flows through the Strait of Hormuz — which carries about a fifth of the world's oil and liquefied natural gas — remain severely disrupted, with roughly 20 million barrels per day of crude, fuels and petrochemicals affected, according to Andy Lipow, president of Lipow Oil Associates. Even if hostilities ended immediately, a return to normal market conditions would take months, Lipow said, citing the need to clear mines, ease tanker congestion and gradually restart production and refining. Factoring in shipping and distribution lags, he estimated it would take at least four to six months for oil markets to stabilize, with prices likely to remain elevated in the interim as inventories approach critical levels. "The longer the conflict goes on, the higher the price, especially as inventories are drawn down to critical operating levels. If the conflict ended tomorrow, crude oil prices are estimated to drop $10 ...

寧德時代折讓7%配股籌近392億 今早低開逾6% 881903.com

Mixed Performance in US Markets as Nvidia (NVDA) Hits New High GuruFocus

格隆汇4月28日｜据市场消息，OpenAI在迈向首次公开募股的重大冲刺中，未能实现关键收入和用户目标。

格隆汇4月28日｜据企查查，杭州深度求索人工智能基础技术研究有限公司(简称“DeepSeek”)注册资本由1000万元增加至1500万元，其中梁文锋认缴的注册资本由10万元增加至510万元，持股占比由1%提高至34%。此前媒体称，DeepSeek可能正启动首次外部融资，腾讯控股和阿里集团或参与投资。

OpenAI未能实现2025年ChatGPT营收目标，也未能实现到2025年底，周活跃用户达到10亿的目标。（华尔街日报）

格隆汇4月28日｜据华尔街日报，外资汽车制造商警告称，如果美墨加协定(USMCA)未能续签，最便宜的车型可能会退出美国市场。消息人士称，汽车制造商的警告已传达给美国总统特朗普的经济顾问。

(RTTNews) - TFI International Inc. (TFII) reported earnings for first quarter that Dropped, from last year

格隆汇4月28日｜据中国新闻周刊，提前两个月低价预订五一酒店，临近出行却被商家以“老板离世、门店将查封”等离谱理由要求退房。消费者张女士反映，广西柳州胡同七号酒店万达广场店以虚假理由逼迫其退订，疑似为涨价牟利单方面毁约。 今年2月7日，张女士提前预订该酒店5月1日至5日房间，总价494.85元。4月23日，酒店致电称老板3月离世、欠巨额外债将被法院查封，4月关停无法接待，催促退款并推荐其他酒店。张女士担心房源紧张取消订单，重订酒店多花900多元，新房总价约1400元。 张女士心存疑虑，向平台核实并提供证据，平台确认酒店正常营业、五一房源正常售卖，承诺入住后退还差价并调查该酒店。探访发现，酒店正常营业，同款房型五一房价一晚569元，远超张女士原4晚总价，工作人员均以不知情、刚入职推脱。 当地市场监管部门已介入，将对酒店无故劝退低价订单一事展开核实调查。监管人员表示，无合理理由强制退订属单方违约，侵害消费者权益。

企查查数据显示，杭州深度求索人工智能基础技术研究有限公司注册资本由1000万元增加至1500万元，梁文锋认缴的注册资本由10万元增加至510万元，持股占比由1%提高至34%。此前有媒体报道称，DeepSeek可能正启动首次外部融资，腾讯控股和阿里集团或参与投资。（人民财讯）

(RTTNews) - The China stock market on Monday ended the two-day slide in which it had slipped more than 25 points or 0.6 percent. The Shanghai Composite Index now sits just above the 4,085-point plateau and it figures to hold steady in that neighborhood on Tuesday. The global fo

Earnings Call Insights: Cadence Design Systems (CDNS) Q1 2026 Management View "Cadence had a strong start to 2026 with accelerating AI demand and disciplined execution, delivering one of the best Q1s in company's history" and "Our record backlog of $8 billion was ahead of plan" (CEO, President & Director Anirudh Devgan). "Given the accelerating momentum of our business, we are raising our 2026 revenue growth outlook to 17% and expect to achieve the Rule of 60 for the first time" (CEO Devgan). "We announced a strategic collaboration with Google to optimize the ChipStack AI Super Agent with Gemini on Google Cloud" and "we announced an expanded partnership on AI and robotics with NVIDIA" (CEO Devgan). "Our IP business continued its strong momentum, with 22% year-over-year revenue growth" and "Demand for our hardware accelerated in Q1, resulting in our best quarter ever" (CEO Devgan). "Total revenue was $1.474 billion" and "GAAP EPS was $1.23, and non-GAAP EPS was $1.96" (Senior VP & CFO John Wall). Outlook "For our updated outlook for 2026, we expect revenue in the range of $6.125 billion to $6.225 billion" and "non-GAAP operating margin in the range of 43.5% to 44.5%" (CFO Wall). "For Q2, we expect revenue in the range of $1.555 billion to $1.595 billion" and "non-GAAP EPS in the range of $2.02 to $2.08" (CFO Wall). "The updated outlook" included "the Hexagon design and engineering business" and management said this was a change versus the prior-quarter outlook, which "does not include our pending acquisition of Hexagon's design and engineering business" (CFO Wall; CFO Wall in Q4 call). Financial Results "Robust design activity, coupled with our solid execution, drove 19% year-over-year revenue growth and 45% operating margin for Q1" (CFO Wall). "Operating cash flow was $356 million" and "we used $200 million to repurchase Cadence shares" (CFO Wall). "First quarter bookings were ahead of expectations" and "DSOs were 67 days" (CFO Wall). Q&A Yu Shi, Needham & Company: ...

The Pentagon is considering outsourcing warship design and building to South Korea and Japan with a proposed US$1.85 billion feasibility study into the project, according to US media reports. The study – included in the 2027 budget – will look at the feasibility of adopting or co-producing advanced hulls such as Japan’s Mogami-class and South Korea’s Daegu-class frigates to supplement the US Navy’s overstretched production lines, USNI News reported on Friday. If the plan goes ahead it will be...

格隆汇4月28日｜据新疆维吾尔自治区纪委监委消息：新疆维吾尔自治区商务厅党组书记、副厅长李轩涉嫌严重违纪违法，目前正接受新疆维吾尔自治区纪委监委纪律审查和监察调查。

Fundraiser for Ukraine was among targets, Lithuanian authorities allege; Kyiv collars Israel over Russian shipments of stolen Ukrainian grain. What we know on day 1,525 Continue reading...