Donaldson (DCI) delivered earnings and revenue surprises of +0.57% and +1.64%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Chip Somodevilla/Getty Images News Investment Thesis This article continues my series of articles on companies in the energy sector, with an analysis of Constellation ( CEG ). I started this series with coverage about Vistra ( VST ), where I noted that, in my view, CEG is a clear hold. So below you will see in more detail why I rated CEG stock as a hold. In summary, I believe that the stock is already priced in its long-term growth potential due to high AI-driven power demand for data centers. Also, I’ll explain why the acquisition of Calpine was not the best-in-class acquisition in terms of cost compared to Vistra’s recent acquisition of Cogentrix. The conclusion ends up with a quantitative cost-and-benefit comparison CEG Holds the Globally Biggest Nuclear Fleet, But It Has High Dependency on PJM CEG is an independent power producer (IPP) that generates and sells electric power in the U.S. grid. In 1Q26, the company achieved operating revenues of about $11B, up almost 64% YoY. Also, the company has strong guidance for the full year 2026, and it reaffirms operating earnings of $11–$12 per share. Breaking down the company’s segments, which mainly are locations that generate or sell electric power, we have the following: Mid-Atlantic includes operations in the eastern half of Pennsylvania, New Jersey, and Maryland (PJM), which is the electricity operator of the U.S. East grid. Midwest includes operations in the western half of PJM. New York includes operations within the New York Independent System Operator (NYISO), which is the electricity operator of New York. Electric Reliability Council of Texas (ERCOT), which is the electricity operator of Texas’ grid. Other Power Regions, which include other locations where CEG generates or sells power, such as New England and Canada. Calpine includes new operations after the acquisition in various markets, such as ERCOT, PJM, Arizona, Oregon, and Canada. Internet Organic growth of 7% That said, let me explain where the 64% grow...

Gary Yeowell/DigitalVision via Getty Images VersaBank ( VBNK ) is a quiet niche "bank" I started investing in a couple of months ago and is already up more than 50%. I still think this company has good legs in the long run. Valuation is a bit pricier now, and there could be near-term weakness, but the investment thesis is still solid long term, which revolves around the growth of the new US SRP program. I believe purchasing shares on weaker days is a good idea. The main thing here is the incredibly interesting moat VBNK has. My goal in this article will be to talk about the next growth driver for VersaBank, the US RPP program, which was renamed the SRP Program. Investment Thesis VersaBank is no new startup and has been operating for over 30 years and is spearheaded by its founder, David R. Taylor. The company has a surprisingly simple business strategy; it purchases point-of-sale loans after origination. This can be for many things, from simple home improvement purchases to other types of consumer goods, while ensuring near-zero credit losses due to VersaBank's unique model, hence achieving near-zero credit loss provisioning. When VersaBank purchases a POS loan, they also withhold a certain percentage of cash collateral. If the loan defaults, the collateral covers the losses. Additionally, if a loan has defaulted for longer than 90 days, the original issuer is obligated to buy the loan back while VersaBank keeps the cash collateral. This model ensures zero credit losses, and the key to managing this model is through careful monitoring of the amount of cash collateral identified and careful monitoring of the quality of the loan criteria for underwriting. The financing is achieved through deposits such as Canadian GIC's and these deposits are insured as VersaBank is a Schedule I Canadian chartered bank. VersaBank has been implementing this program for years in Canada, very successfully. VersaBank Q1 2026 Earnings Presentation The US receivable purchase program (RPP) i...

时隔4年，腾讯再次涨超10%！ 不仅于此，阿里、美团、京东、比亚迪以及一众新能源新势力等多个科技赛道巨头，都罕见地一同发力，涨幅普遍超过6%，带动 恒生科技ETF南方（520570）标的指数涨4.72%。 究竟是什么力量，在驱动港股科技股走出如此强势表现？ 01 多重利好爆发 今天引领港股恒指和恒科指大涨的最大推动力，无疑是股王腾讯。 截至收盘，腾讯大涨超10.46%，创自2022年11月以来单日最大涨幅纪录。 据英国《金融时报》消息，腾讯自研微信AI Agent已进入落地筹备阶段，最快6月启动上线前合规审批，产品交互方式为微信首页右滑呼出AI对话窗口，直接嵌入微信生态。 据报道，腾讯此前针对个人、企业及开发者三类人群，推出定位清晰的3款主力Agent产品，分别为QClaw、WorkBuddy、OpenClaw。公司亦于近日推出作业系统层级AI助理Marvis(马维斯)，预置6个Agent协同的“AI团队”，包括主Agent统筹任务，并调度File、Computer、App、Browser、Search等专项Agent并行执行，装机即用。 AI Agent如今被腾讯列为了最高战略优先级，足可见其决心。 如果腾讯这款真的如期落地，那么将彻底激活微信生态的AI商业化潜力，补齐腾讯在C端AI应用的关键短板。 摩根大通预测，AI Agent将赋能微信从社交/支付工具升级为AI驱动的服务执行中枢，这不仅提升用户体验，更能大幅提升小程序生态的GMV与交易转化率，2030年相关电商佣金收入可达699亿元。 阿里今天收盘大涨6.6%，也是基于类似腾讯的逻辑。 在早盘前， 阿里千问正式推出Qwen3.7-Plus多模态智能模型，定位为视觉与语言统一的智能体基座，与腾讯微信AI Agent消息形成AI板块共振效应。 其实阿里在AI方面的商业化一直表现不错，除了有拿得出手且已有可观商业化回报的AI大模型外，还有阿里的云业务也展现出了强劲增长态势。 2026年Q1云智能集团收入416.26亿元，同比增长38%，外部商业化收入同比增长40%，增速持续提升，其中首次披露AI相关产品收入达89.71亿元，连续第11个季度实现三位数同比增长。 CEO吴泳铭预计，包含百炼MaaS平台在内的AI模型与应用服务年化经常性收入（ARR）将在6月底突破100亿元，年底冲刺300亿元，且AI业务毛利高于传统云...

Getty Images The State Street SPDR S&P China ETF ( GXC ) is a macro-indexed China ETF because of considerable consumer discretionary and financial exposure, indexed on a value-weighted, passive basis. This ETF is even more passive the ( MCHI ) which has less than half the holdings , and as a consequence of value weighting more skew towards the top holdings. Data by YCharts Bifurcation in industrial fortunes, a still emerging economy threatened by AI disruption, and a consequent effect on the spending economy amid a property deleveraging mean that employment risks continue for the Chinese economy. While there are some bright spots in the larger holdings like Alibaba ( BABA ) with considerable AI revenue growth, these conglomerated and ultimately Chinese consumption dependent businesses continue to depend on discretionary spending. Ultimately, we remain cautious on China on two counts. The first is that however long you think a deleveraging will last, add a year or two on that because the echoes and rattles tend to be worse than expected, with China being even more structurally dependent on real estate than most other countries. The second is that the Chinese top-down economic governance further protracts the deleveraging, as perhaps wisely, they are instituting a mandate to make the Chinese economy less dependent on real estate for the future - but this comes at the expense of macro and the business environment. On the flip side, we have to admit compelling earnings yield - despite admittedly limited growth - relative to local borrowing costs. But perhaps not enough to cover the "China premium" that we believe the market is rational in exacting. GXC Breakdown Sectors (SPDR) Sectorally , there is a lot of consumer discretionary, financials, industrial and materials exposure in GXC - we are right away going to highlight these sectors totaling more than 50% of the ETF as having considerable China macro sensitivity. Then there is communications services, which should be ...

For years, the PC industry has been stuck in a rut. Consumers stretched upgrade cycles from three years to five or more, smartphone sales stole attention, and innovation often boiled down to slightly faster processors and better battery life. So when Nvidia (NASDAQ:NVDA) CEO Jensen Huang declares that the PC has been “reinvented,” investors should ... Jensen Huang Says Nvidia and Microsoft Just Reinvented the PC. But There Might Be 1 Problem

Editor's note: Seeking Alpha is proud to welcome Mayank Marwah as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Richard Drury/DigitalVision via Getty Images Thesis Summary In my opinion, Willdan Group ( WLDN ) provides a strong investment case at the current price. The reason is simple. Most of the company’s high-value projects are yet to begin. The LADWP program (Los Angeles Department of Water and Power), the $112 million San Diego contract, and the rapidly growing APG data center business (I have discussed all these later in the article) are either in early stages or are yet to commence. Hence, what you see in today’s numbers does not account for the huge benefits that Willdan will derive from these projects. Let’s dig deep and analyze why you should consider Willdan in your portfolio. Company Overview Willdan Group ( NASDAQ: WLDN ), founded in 1964 and headquartered in Anaheim, California, is a consulting and engineering company that helps government agencies, utilities, and private clients manage their infrastructure and energy programs. The company operates in mainly two segments. One is energy, which comprises energy productivity program management, grid development, and distributed energy resources. The other is Engineering and Consulting, wherein the company renders civil engineering and planning services mainly to California municipalities. While the former contributes roughly 85% of the company’s overall revenue, the latter contributes approximately 15%. Snapshot of the Quarter Willdan came out with its first quarter earnings on May 7, 2026, for the quarter ended April 3, 2026. The company recorded 1.8% quarterly growth in contract revenue vs. Q1 2025. On the other hand, net revenue grew 8.3% year over year. Contract revenue is the total value of all the work done by Wi...

Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Vlad Savov remembers the last time Nvidia waded into making CPUs for Windows machines. Tech Across the Globe SK Hynix x2: Top memory maker SK Hynix will double its production capacity within five years, ramping up spending to address a severe demand-supply imbalance. Its chairman is in Taiwan looking for more partners . SoftBank’s France bet: The Japanese investor said it would spend as much as $87 billion to build 5GW of AI data center capacity in France. Founder Masayoshi Son is bullish on the country’s potential as a Euro AI hub . Bionic hands: Chinese prosthetics developer BrainCo expects sales of its dexterous hands to surge this year as demand grows from the humanoid robotics industry. Check who’s buying all the robot hands . Revalued Defense startup Mach Industries raised $300 million in a funding round that values the company at $1.8 billion — more than three times its valuation in 2025. The startup makes autonomous aircraft and other military equipment. Like 2011, but different I was here when they first tried it. Some 15 years ago, a throng of journalists assembled at the W Hotel a stone’s throw from Taipei 101 to watch Microsoft partners unveil the first examples of a hotly anticipated new category of device. Windows-on-Arm tablets were getting everyone excited for a future of much more power-efficient mobile computers, and Qualcomm, Texas Instruments and Nvidia lined up their best reference designs to show what that would look like. In the likely event that you know nothing of this history, that’s because the entire undertaking fizzled out pretty quickly. Windows 8 wasn’t exactly a touchscreen-friendly interface and software incompatibilities plagued the devices in question. Nvidia, approaching the task with a characteristic emphasis on graphics and processing brawn, dubbed its system-on-a-chip for those gadgets the Kal-El Super...

格隆汇6月2日｜据乌克兰方面消息，截至2日中午，俄罗斯1日晚至2日清晨对乌克兰发动的大规模袭击已造成18人死亡，其中基辅市和第聂伯市分别有6人和12人死亡，乌境内部分地区停电。

Broadcom (NASDAQ:AVGO) shares climbed more than 6% in premarket trading on Tuesday after Alphabet announced plans to raise $80 billion in new equity capital to support a major expansion of its artificial intelligence infrastructure. The fundraising initiative reinforced investor confidence in companies positioned to benefit from the rapid growth of AI-related spending, including Broadcom, which maintains a deep strategic relationship with Google.

Broadcom Advances as Alphabet’s $80 Billion AI Capital Raise Highlights Infrastructure Demand (AVGO) Yahoo Finance

She’s famous for sculptures that seem both solid and liquid. Now she has created a show amidst the ‘downfall of America’ inspired by a phrase from a comedy routine that came to obsess her A few weeks ago, Roni Horn, 70, was removed from her flight, just before takeoff from the US to Germany. A male steward was so irritated when he asked her to adjust her seat – and she politely refused to move it any further, since it was already as upright as she could get it – that he had the flight stopped and Horn was escorted off, where she gave a report to stunned police. “I was in business class, just for context,” she says. The artist and writer went back home, to the island on Maine where she lives, and cancelled the first part of her European trip. That was two weeks ago. Then she flew directly to London, in time for her first solo exhibition here in a decade – Seizure of Hope at Hauser and Wirth. Continue reading...

Key PointsTake the time to develop a solid retirement plan.

格隆汇6月2日｜再升科技(603601)公告称，公司股票于2026年5月29日、6月1日、6月2日连续三个交易日内收盘价格跌幅偏离值累计超过20%，属于股票交易异常波动情形。公司关注到相关市场主体未经事实核查编造虚假内容、误导资本市场，公司已固定全部涉案证据，必要时将向监管部门、公安机关报案处理，依法追究相关方的法律责任。公司相关信息以指定信息披露平台刊载的公告内容为准，敬请广大投资者理性甄别市场信息，警惕不实传言误导，审慎注意投资风险。

昨天，美团发布一季度财报。该季度，美团经调整净亏损49.7亿元，较上季度的150.8亿元收窄约67%；同期营收910亿元，同比增长5.6%。数字向好，这是市场急于看到的减亏信号，今天的股价也给予了积极反馈，上涨了9%以上。 但对比一年前，2025年Q1，营收866亿元，经调整净利润109亿元。从彼时的百亿盈利到如今亏损49.7亿，加上去年减收的500多亿，总账单（盈利-亏损差值）来到了600亿左右。这是这场大战带来的直接“代价”。 就在它发布业绩的前三周，京东与阿里也相继交出了各自的成绩单。三家的亏损都在不同程度缩减，外卖大战似乎正在接近尾声。但真实的战场并非如此。 01 美团Q1：主业变成了亏损来源之一 更隐蔽的代价在收入这一侧。2026年Q1核心本地商业收入641亿元，而2025年Q1的数字是约640亿。整体营收能录得5.6%的增幅，靠的是新业务的270亿元（同比增长21%）。核心本地商业几乎没有贡献增量，收入同比仅增长0.1%。 减亏本身确实是好消息，节奏也比预期快。核心本地商业从Q4亏损100亿，到Q1收窄至20亿，一个季度减亏80亿，说明运营端的效率在改善。管理层在电话会上给出的前瞻更进一步，外卖单均损益（UE）有望改善。如果UE转正，就意味着外卖业务停止“每送一单就亏一笔”的状态，是真正意义上的止血。 但止血不是增长。外卖的供给端重建、闪购的客单价结构、到店业务的流量留存，这些问题不会因为Q2 UE转正就消失。 研发投入这一块，美团在亏损期加速，但这也是在AI关键周期必须下的血本。一季度研发支出70亿元，同比增长22%，占总收入的7.7%，横向对比其他大厂，不算高。 从投入方向看，美团的AI布局目前以垂直提效为主，帮骑手优化配送、帮商家做经营管理、为用户提供生活场景决策辅助，深度嵌入自有生态，而不是以独立通用AI产品参与大模型的入口级竞争。 美团的逻辑是在存量场景里榨取效率，字节、阿里等大厂的逻辑是以AI重构新的流量入口。两种路径孰优孰劣，目前还没有定论，但在资本市场看来，第二种故事的想象空间通常更大。 AI目前在美团的财务层面贡献有限，更多还是竞争叙事之外的备用选项。 美团早期便连续投了宇树（7.61%）、智谱 AI（3.86%）等热门AI公司，说明他们的AI战略眼光是具备的，但是过去一年的外卖大战从资金和时间上双重拖了美团自身AI战略的后腿， 这或是...

Sally Anscombe/DigitalVision via Getty Images Shares in pet-supplies retailer Chewy ( CHWY ) are continuing to underperform. While investors may not yet see the opportunity, the management team appears to be capitalizing on the beaten-down stock price to repurchase shares. In April, the company even announced a +$500M increase to its existing program. I believe this was warranted, and I continue to see an attractive value proposition in CHWY stock. In my last update in early March, I noted that shares were a 'buy' due to their defensive fundamentals relating to pet spending. The stock has declined by about 12% since that update, and this compares to gains of about the same from the S&P 500 ( SPY ) in the opposite direction. Seeking Alpha - CHWY Stock Performance Since Last Author Update I still believe my original viewpoints apply. However, CEO Sumit Singh did mention at the JPMorgan ( JPM ) tech conference that CHWY isn't immune to macroeconomic challenges, and he did note that customers were more stretched today than at the beginning of the year. This was a reasonable disclosure from the CEO, but I still believe CHWY is better positioned than most retailers, given its inherently defensive characteristics. Among other things, I'll be looking to Q1 for validation that CHWY remains strongly positioned despite a weakened macroeconomic environment. What Is The Outlook For CHWY Stock? I continue to view the outlook for CHWY as positive. While CEO Sumit Singh did acknowledge recently that consumers appear somewhat more stretched than they were at the beginning of the year, I believe the broader pet-care industry continues to exhibit characteristics that many retailers would envy. Pet spending, for example, remains largely driven by recurring and non-discretionary purchases, and CHWY expects industry conditions in FY26 to remain stable despite ongoing macroeconomic uncertainty. It's also worth noting that CHWY continues to outperform the broader category and gain market s...

格隆汇6月2日｜NVIDIA Spectrum-X以太网硅光技术现已全面量产，新一代 Spectrum-X交换机基于光电一体封装技术(CPO)构建，支持NVIDIA Vera Rubin平台在数据中心进行横向扩展和跨区域扩展部署AI工厂。Spectrum-X以太网硅光技术是NVIDIA全栈协同设计的典范代表之一。与使用传统收发器的网络相比，Spectrum-X以太网硅光技术可实现能效提升5倍，AI正常运行时间提升5倍，部署时间快1.3倍。

AMD Radeon RX 9070 GRE Review: An Awkward Addition to the Lineup TechSpot

blackdovfx/iStock via Getty Images Introduction Quantinuum ( QNT ) is preparing to go public on June 4, offering 21,052,632 shares on the NASDAQ at an indicated price range of $45-50 per share, with an overallotment option of 3,157,894 shares given to the lead underwriters, J.P. Morgan and Morgan Stanley. If fully exercised, this would result in an Enterprise Value of $12.7 billion at the midpoint, a slight increase from the $10 billion valuation the company was awarded from a Series B raise in November 2025. The company, which was formed in 2021 through the combination of Honeywell Quantum Solutions and Cambridge Quantum, is a full-stack developer of quantum hardware and software products for integration in hybrid systems incorporating classical computing (CPUs), edge computing (GPUs), and quantum computing (QCUs). Quantinuum notes in its S-1/A of May 26, 2026 that their QCCD architecture, first introduced in the early 2000s, has the highest accuracy rates (99.921% average two-qubit gate fidelity) in the industry. Their current quantum system, Helios, is capable of delivering 48 logical qubits, while new releases are intended to reach 100 logical qubits (Sol, planned launch in 2027) and hundreds of qubits (Apollo, planned launch in 2029). Honeywell, which has served as a testing ground and supply chain partner, has indicated it plans to remain a customer and partner of the company following the IPO. Quantinuum, which currently markets its products to companies in the pharmaceuticals, materials science, financial services, government and industrial sectors, boasts established relationships with prominent customers, such as JPMorganChase, Amgen, and Mitsui & Co., and has raised capital from leading companies including NVentures (NVidia's venture arm), Amgen, and Serendipity Capital. The company references two overriding goals in the S-1: Grow and maintain market leadership in on-premises and cloud-based quantum solutions, reinforcing scale advantages and customer sti...

mustafaU/iStock via Getty Images While there are a lot of major market forces at work right now, including the fate of the closure of the Strait of Hormuz and where energy prices may be headed in the near future, trade relations between the U.S. and China, which continue to evolve, runaway government deficits, and simmering tensions in the Far East, as well as ongoing wars in the Middle East and Ukraine, all of which could have a material impact on the direction of the economy, perhaps the single biggest driver of the market's performance in the near term could be the actions of the Federal Reserve. In this article, I'll take a closer look at the factors currently impacting where the Fed may be heading next and share my outlook for the markets as a result. Where the Fed Stands: A Delicate Balancing Act The Fed has held its funds rate steady in the 3.5% to 3.75% range since December of last year, after making three rate cuts in 2025. At the FOMC's latest meeting in late April, the Fed left rates unchanged as they continue to view elevated inflation and economic and geopolitical uncertainty tied to the Iran conflict as keeping them from cutting rates. At the same time, the fact that some would consider rates to be above the neutral rate and the fact that there are some concerning underlying signals in the economy are keeping the FOMC from hiking rates further at this point. In fact, previously, the FOMC had been in a rate-cutting cycle and had expected to cut rates further this year. Inflation Is Running Hot, And Getting Hotter That said, inflation is elevated right now, as core PCE is up 3.3% year over year in April, well above the Fed's 2% target. The headline PCE was up even higher at 3.8% year over year, which is its highest level since May 2023 and is largely being driven by the surge in volatile energy prices, which are excluded from core PCE. Thus, the Fed's dual mandate is under pressure, with it trying to walk a fine line between keeping inflation from runnin...

格隆汇6月2日｜纳斯达克ETF华夏：本基金将于2026年6月3日开市起至当日10:30停牌。

《谋杀游戏》里讲的不只是规则，还有侦探小说这种文学类型的历史。说到最后，任何规则的形成，都是历史的产物 不论爱好者还是研究者，通常认为历史的某一个时段，属于侦探小说的黄金时代。然而，这个时代却始终缺少一个明确的定义。大致共识仅有一点，即那个时代的起止点，大致处于两次世界大战之间的20年间。另有约定俗成的一点，是人们普遍把阿加莎·克里斯蒂笔下的比利时籍侦探波洛，看作那个时代的形象代言人。 关于这些问题，当代克里斯蒂研究权威约翰·卡伦，在其新书《谋杀游戏》中，为侦探小说的爱好者们，解释了不少这方面的问题。与人们的预期相反，他的做法是将这一时代的定义域进一步放宽，特别是将其尾声延至二战之后。他有一个基本判断，即侦探小说的黄金时代，更多指的是一种风格，而不是时间定义。这种风格包含的基本规则，至今人们奉为圭臬，包括读者公平参与游戏；凶手须在案件发生前出场；引入超自然因素，乃至密室中存在未知通道，均属作弊。

Oracle (NYSE:ORCL) shares moved lower in premarket trading on Tuesday as investors evaluated the broader implications of escalating artificial intelligence infrastructure costs following Alphabet’s announcement of a major capital-raising initiative. The stock fell 4.

Oracle Shares Retreat as Investors Assess AI Spending Implications After Alphabet Fundraising Plan (ORCL) Yahoo Finance

Sundry Photography/iStock Editorial via Getty Images Shares of Hewlett Packard Enterprise Company ( HPE ) have been an extraordinary performer over the past year, gaining about 170%. For much of the last decade, hardware and legacy tech companies lagged their software peers, given slower growth, but AI has changed this, creating a renaissance for companies, given the surging demand for infrastructure and limited supply capacity growth, which has led to surging prices. A blowout quarter on Monday afternoon sent HPE shares up another 36% in late trading. I last covered HPE in June 2025 , rating the stock a “buy,” and that call has worked out well with shares up ~135%. This return far exceeded my wildest expectations, as I never factored in such a dramatic AI boom. With updated financials, now is a good time to revisit shares. Seeking Alpha AI powers growth and margins In the company’s second quarter , Hewlett Packard Enterprise earned $0.79, which beat estimates by $0.26. Revenue was up 40% from last year to $10.7 billion, flattered by the Juniper acquisition a year ago. We are seeing extraordinary levels of demand, aided by AI, which in turn is creating a pricing supercycle. Gross margins were 36.9%. This was up from 29.4% last year, a level of improvement that was distorted by the Juniper purchase. Sequentially, margins improved 30 bps, speaking to ongoing pricing power and cost synergies. During the quarter, HPE had $2.1 billion of AI orders, nearly doubling from last year. As a result, its backlog is up to $6.3 billion. 61% of this order book is to sovereign and enterprise customers, reducing the risk of cancellations. In particular, HPE is seeing accelerating demand in its networking division tied to AI, with cumulative orders set to pass $2 billion (they were $300 million in Q1). Its sales pipeline is also substantially larger than its contracted backlog, and I would not be surprised if its backlog passed $10 billion over the next year. Hewlett Packard Enterpris...

格隆汇6月2日｜全球芯片LOF公告，为保护投资者利益，本基金将于2026年6月3日开市起停牌，自2026年6月3日10:30起复牌，停牌期间本基金赎回业务照常办理。若本基金2026年6月3日二级市场交易价格溢价幅度未有效回落，本基金有权通过向上海证券交易所申请盘中临时停牌、延长停牌时间及连续停牌等措施，向市场警示风险，具体以届时公告为准。

Oddity Tech press release ( ODD ): Q1 Non-GAAP EPS of -$0.17 misses by $0.17 . Revenue of $197.9M (-26.2% Y/Y) beats by $10.03M . For the second quarter of 2026, ODDITY expects net revenue to decline between 25 and 30% year-over-year. ODDITY expects Adjusted EBITDA will be between $8 and $10 million. Shares +4.4% PM. More on Oddity Tech Oddity Tech: Cheap, But The Ad Fix Still Has To Show Up Oddity: Best To Wait For Definitive Clarity On CPA Headwinds Oddity Tech Q1 2026 Earnings Preview Quant snapshot: Ciena, Tilly’s among top-rated names as Here Group, Oddity Tech lag Seeking Alpha’s Quant Rating on Oddity Tech

RTX ( RTX ) on Tuesday said its Collins Aerospace division opened an expanded manufacturing facility in southeastern Poland, part of a broader effort to increase production capacity for both commercial and military aircraft programs. The company invested $69 million to expand its facility in Tajęcina, near Rzeszów, adding approximately 22,000 square meters of manufacturing space. Collins said the expansion will increase landing gear production capacity by nearly 25% and create about 190 jobs this year. Collins Aerospace opens expanded facility in Tajęcina, Poland, boosting production capacity for landing gear systems for commercial and defense aircraft. (RTX) For investors, the expansion reflects continued efforts by RTX ( RTX ) to address strong aerospace demand while increasing manufacturing capacity across its global supply chain. Aircraft manufacturers and defense contractors have faced production bottlenecks in recent years as commercial aviation rebounds and military spending rises, making additional industrial capacity an important factor in future revenue growth and program execution. The investment also highlights RTX's growing commitment to Poland, which has emerged as a significant aerospace manufacturing hub in Europe. The company's recent capital spending in the country comes as airlines continue ordering new aircraft and governments across Europe increase defense procurement programs amid heightened security concerns. "Collins is making a long-term investment in both the local workforce and the future of aerospace in the broader Poland ecosystem," Matt Maurer, vice president and general manager of Landing Systems at Collins Aerospace, said in the announcement. The expanded facility manufactures landing gear assemblies and related systems used on commercial and military aircraft. Collins said teams in Tajęcina and nearby Krosno produce and support main landing gear, nose landing gear and wing landing gear systems. Part of broader RTX investment strategy...

6月2日，脑机接口公司强脑科技预计今年其灵巧手的销量将激增。强脑科技合伙人何熙昱锦接受采访时透露，数十家中国的机器人公司包括宇树和乐聚都在购买强脑科技的灵巧手装置。（澎湃）

In this article VSXY Follow your favorite stocks CREATE FREE ACCOUNT Bras for sale at a Victoria's Secret store on Fifth Avenue in New York, US, on Thursday, Sept. 4, 2025. Gabby Jones | Bloomberg | Getty Images Shoppers may be feeling gloomy about high prices at the pump, but they're still shelling out for new bras and underwear at Victoria's Secret . The lingerie retailer raised its full-year guidance on Tuesday after blowing past earnings estimates in its fiscal first quarter, citing lower tariff costs and more customers willing to spend full price on its products. There was "very consistent, double-digit [sales] increases across Victoria's Secret, Pink, beauty channels, digital, stores and international, all very positive," CEO Hillary Super told CNBC in an interview. "Supercharging bras being one of our most important initiatives, double-digit [comparable sales growth] there, and I think the loyalty that bras creates and the anchor that it is in the business is just so important." Super added the company grew sales with "significantly" fewer promotions and gained market share during the quarter, particularly with shoppers ages 18 to 24. During the first quarter, some retailers saw strong growth that they attributed partially to higher tax refunds . While Victoria's Secret finance chief Scott Sekella said some customers used that extra stimulus to go shopping at its stores, it was a "normal amount," and trends have remained consistent so far this quarter, even with tax refunds having dried up for many people. Victoria's Secret is now expecting full-year sales to be between $7.03 billion and $7.13 billion, up from a previous range of between $6.85 billion to $6.95 billion and well ahead of estimates of $6.99 billion, according to LSEG. The company also raised its full-year guidance for adjusted opening income by more than $100 million. It's now expecting adjusted operating income to be between $550 million to $580 million, up from a previous range of between $430...