房地产投资信托基金亚历山大房地产公司（Alexandria Real Estate Equities， Inc．，纽约证券交易所代码：ARE）今日宣布，将于2026年8月4日（星期二）美国东部时间下午2时举行电话会议及网络音频直播，讨论公司2026年第二季度经营及财务业绩。公司计划于8月3日（星期一）收盘后发布第二季度财报。 亚历山大房地产公司成立于1994年，是S&P 500指数成份股公司，开创了生命科学房地产这一细分领域，并长期深耕于此。公司专注于在大波士顿、旧金山湾区、圣地亚哥、西雅图、马里兰、研究三角园及纽约市等全球顶级生命科学创新集群，拥有、运营并开发协作型“Megacampus”园区生态系统。 根据公司2026年第一季度财报，期内营收为6.53亿美元，同比下降12.13%，主要受657，000平方英尺关键租约到期及生物技术行业租赁需求疲软影响；每股收益1.73美元，同比增长2571.43%，符合分析师共识预期。管理层在电话会议中将经营环境描述为“非常艰难”，归因于FDA和NIH领导层变动带来的监管不确定性、资本市场选择性增强，以及公共生物技术公司融资受限等因素。2027年将有9，750万美元年度租金收入面临到期续约风险。 为应对挑战，公司实施资本循环战略，2026年目标处置资产29亿美元，通过合资和出售非核心资产降低资本成本并优化资产组合。同时持续推进降本增效，2026年一般及行政费用预计较2024年节约7600万美元。公司重申2026年调整后营运资金（FFO）每股6.40美元的中点指引，但将年末出租率预测中点下调至87%。 投资者可通过拨打（833） 366-1125（美国/加拿大）或（412） 902-6738（国际）参与电话会议，或访问公司官网investor.are.com/webcasts收听网络直播。会议重播将在结束后提供，有效期至2026年8月11日。 责任编辑：张俊 SF065

Mike Coppola/Getty Images Entertainment Warner Bros. Discovery ( WBD ) priced $15 billion of investment-grade loans as the media giant refinances debt before its planned sale to Paramount Skydance ( PSKY ). The tranches of $13 billion and €1.72 billion ($2 billion) have margins 2.5 percentage points above benchmark and were issued at 99.75 cents, according to a Bloomberg repor t on Wednesday, which cited a person familiar with the matter. The proposed financing comes ahead of Paramount's ( PSKY ) $110 billion purchase of Warner Bros. ( WBD ). Bloomberg reported last Tuesday that bankers were preparing to sell $49 billion of debt for the combination of two of Hollywood's biggest legacy media firms. Shares of Warner Bros. edged higher by 0.9% on Wednesday. Paramount ticked lower by 0.9%. More on Warner Bros. Discovery, Paramount Skydance Corporation Paramount Skydance: Charging Ahead In The Streaming Arena Netflix, Disney, FuboTV, WBD And The Streaming Media Landscape Paramount Skydance Corporation (PSKY) Presents at MoffettNathanson's Media, Internet & Communications Conference Transcript Ulta Beauty partners with DC Studios for Supergirl campaign Paramount appears to sway DOJ staff on Warner Bros. takeover: Semafor

格隆汇5月28日｜美国总统特朗普表示，如果伊朗认为他会为了避免与德黑兰的长期对峙而软化立场，那就打错了算盘。特朗普周三在白宫内阁会议开始时说：“他们以为他们能耗得过我。我不在乎中期选举。”在美国与伊朗长达三个月的战争期间，随著霍尔木兹海峡持续关闭、通胀不断以及汽油价格攀升，特朗普的支持率有所下滑。有批评称，特朗普将美国带入了一场没有确定结束期限的中东冲突，而他在作为候选人时曾誓言要避免这类战争。对此，特朗普回应称：“我不称其为战争，我称之为冲突。”特朗普暗示他准备继续谈判，但没有排除采取进一步军事行动的可能性。他说，伊朗经济已是难以为继，“通胀率高达250%”。

Hilary Wardhaugh/Getty Images News Canada is in talks with Sweden’s Saab ( SAABF ) ( SAABY ) to acquire GlobalEye surveillance aircraft as Prime Minister Mark Carney moves to expand military spending and deepen security ties with Europe. Speaking at a defense conference in Ottawa on Wednesday, Carney said the aircraft would improve Canada’s ability to monitor threats in the Arctic. Saab ( SAABF ) ( SAABY ) said it has proposed building, servicing and upgrading the planes in partnership with Canadian companies, though no contract has been finalized. The GlobalEye system is built on an aircraft platform supplied by Montreal-based Bombardier ( BDRBF )( BDRAF )( BOMBF ). Carney said roughly one-third of production could take place in Canada, supporting an estimated 3,000 aerospace jobs, many of them in Quebec. Canada had also reviewed early-warning aircraft from L3Harris Technologies ( LHX ) and Boeing ( BA ) before selecting Saab, The Wall Street Journal reported, citing military analyst David Perry of the Canadian Global Affairs Institute. L3Harris said it plans to continue discussions with Ottawa, while Boeing said it would keep working with Canada on future defense needs. The move reflects Carney’s broader effort to increase defense spending and bring Canada closer to NATO targets after years of criticism from allies over lagging military investment. Carney said future defense projects should strengthen both national security and domestic manufacturing, particularly as Canadian industry faces pressure from U.S. tariffs. Perry said the government appears committed to steering more defense spending toward Canadian companies. The Saab discussions also highlight Ottawa’s push to diversify defense partnerships beyond the United States as tensions with Washington rise over trade and security policy. Earlier this month, U.S. Defense Department official Elbridge Colby publicly criticized Canada for failing to make meaningful progress on defense commitments, arguing allies m...

私人航空服务提供商Wheels Up Experience Inc．（纽约证券交易所代码：UP）今日宣布，已完成全球品牌整合，将Air Partner在英国及全球的私人飞机和团体包机服务统一归入Wheels Up品牌。此举标志着自今年早些时候在美国启动的全球整合工作正式收官，在全部关键市场建立起统一的Wheels Up品牌标识。 伴随品牌过渡，Wheels Up还在英国全面推出了整合式礼宾级客户服务模式。该模式围绕客户旅程组织专门的销售与服务团队，从初步咨询到预订、行程交付及持续支持，旨在减少交接环节并强化责任落实。Wheels Up首席营销官Kristen Lauria表示：“将我们英国及全球其他地区的私人飞机和团体包机服务统一在Wheels Up品牌下，无论客户身在何处，都能通过单一可信赖的关系获取我们全面的航空解决方案。” 此次整合建立在Wheels Up近期的战略转型基础之上。公司已完成向以庞巴迪挑战者300和巴航工业飞鸿300为核心的现代化机队过渡，比原计划提前18个月。2026年第一季度，公司Signature会员计划已拥有800名会员，占总会员基数的三分之一，总预订量同比增长10%至2.672亿美元。 Air Partner的货运服务将继续保留原品牌运营，维持其在全球航运和快递领域的专业专注度。Wheels Up首席销售官、前Air Partner首席执行官Mark Briffa表示：“此次整合将两个组织的最佳资源汇集于一个全球品牌之下，全球客户在享受数十年深厚专业经验的同时，还将获得Wheels Up全面规模、机队和技术的支持。” 责任编辑：张俊 SF065

Image source: The Motley Fool. Monday, May 18, 2026 at 8:30 a.m. ET Call participants Chief Executive Officer — Doug Recker Chief Financial Officer — Leah Brown Takeaways Total Revenue -- $2.7 million, a decrease from $4.9 million in the prior year period, attributed to the planned wind-down of the APR asset management agreement. -- $2.7 million, a decrease from $4.9 million in the prior year period, attributed to the planned wind-down of the APR asset management agreement. Gross Margin -- 59%, representing $1.6 million in gross profit, driven by lower cost of goods sold due to the business transition. -- 59%, representing $1.6 million in gross profit, driven by lower cost of goods sold due to the business transition. Net Loss -- $3.5 million, wider than the $2.1 million net loss in the previous year, due to reduced revenues and higher operating expenses. -- $3.5 million, wider than the $2.1 million net loss in the previous year, due to reduced revenues and higher operating expenses. Adjusted EBITDA -- Negative $1.5 million, with management indicating expectations for a return to positive adjusted EBITDA as revenue ramps in the second half. -- Negative $1.5 million, with management indicating expectations for a return to positive adjusted EBITDA as revenue ramps in the second half. Cash Position -- $33 million in cash and cash equivalents, strengthened by a $65 million capital raise in March. -- $33 million in cash and cash equivalents, strengthened by a $65 million capital raise in March. Contracted Bookings -- $43.5 million in bookings at quarter-end, all expected to be recognized within the year. -- $43.5 million in bookings at quarter-end, all expected to be recognized within the year. Technology Solutions Backlog -- Approximately $14 million, with all units expected to ship and be invoiced in 2026. -- Approximately $14 million, with all units expected to ship and be invoiced in 2026. Hydro Host GPU-as-a-Service Contract -- 2,304 NVIDIA GPUs deployed under a con...

As part of its $2 billion infusion into the quantum computing sector, the U.S. government is taking equity stakes in three publicly traded pure-play quantum computing companies: D-Wave Quantum (QBTS 0.74%), Rigetti Computing (RGTI 2.45%), and Infleqtion (INFQ 2.83%). Each will receive up to a $100 million investment. Their stocks skyrocketed on the news, but should retail investors follow Washington's lead and buy in? 1. D-Wave Quantum Expand NYSE : QBTS D-Wave Quantum Today's Change ( -0.74 %) $ -0.20 Current Price $ 27.61 Key Data Points Market Cap $10B Day's Range $ 25.69 - $ 28.03 52wk Range $ 12.75 - $ 46.75 Volume 1.2M Avg Vol 30.7M Gross Margin 32.92 % D-Wave Quantum is targeting the quantum computing market in two distinct yet intertwined ways. The company is a leader in quantum annealing, a narrow-purpose technology that can be used to find answers that are the best or close to the best ones for specific types of complex problems. While there is a wide array of computing tasks that it's not suitable for, quantum annealing excels at optimization problems, and these come up frequently in industries like logistics, finance, and defense. This specialized technology is further along in the commercialization process; D-Wave is already selling its Advantage II systems to commercial customers. Meanwhile, the company is looking to take what it learned from developing its annealing technology and apply it to create a more traditional gate-based quantum computer. It will use fluxonium qubits, a type of superconducting qubit that is similar to those it uses for its annealing technology. And through its acquisition of Quantum Circuits in January, it has added a dual-rail gate-model processor that has built-in error detection. It thinks this can help it create a system with the fidelity (accuracy) of the trapped-ion technology used by IonQ, but with the speed of superconducting qubits. D-Wave aims to use the government's investment to speed up its development of a 100,00...

(RTTNews) - After initially extending their recent upward trend. Treasuries gave back ground over the course of the trading session on Wednesday. Bond prices pulled back well off their best levels of the day but still closed modestly higher. As a result, the yield on the benchmark ten-year note, which moves opposite of its price, edged down by 1.2 basis points to 4.481 percent. The early strength among treasuries came amid an extended nosedive by the price of crude oil, with U.S. crude oil futures plunging by more than 5 percent. Optimism about an eventual end to the conflict between the U.S. and Iran continues weigh on oil prices even as a final deal has remained elusive. Speaking to reporters at the White House, President Donald Trump stated that Iran wants to make a deal but said the U.S. is not satisfied with their offers and asserted that the Strait of Hormuz should be open for everybody. Secretary of State Marco Rubio also said the U.S. will give the diplomatic route "every chance to succeed" but reiterated that Trump has other options. While oil prices remain sharply lower, treasuries gave back ground after the White House denied a report Iranian state TV ?had obtained a draft of an initial, unofficial framework for a memorandum of understanding between the U.S. and Iran. Under the framework, Iran would restore commercial shipping through the Strait of Hormuz to ?pre-war levels within a month, according to the report from Reuters. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Oracle’s US$30b Cloud Role Reframes AI Infrastructure And Analytics Story simplywall.st

What's Going On With Broadcom Stock Wednesday? Benzinga

ORCL Stock | Oracle Corporation Price, Quote, News & Analysis TipRanks

Qualcomm Stock Analysis: Here's What Investors Should Know | QCOM Stock Analysis Yankees Vs Brewers (MtrpgCCyU0) Mshale

Image source: The Motley Fool. Monday, May 18, 2026 at 8 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Yan Li Chief Financial Officer — Wenjuan Zhou TAKEAWAYS Total Sales Volume -- 262,000 units, increasing 29% year over year, with 248,000 units sold in China and 14,000 units overseas. -- 262,000 units, increasing 29% year over year, with 248,000 units sold in China and 14,000 units overseas. Revenue -- RMB 910 million, up 33%, driven by both domestic and higher revenue per e-scooter sales. -- RMB 910 million, up 33%, driven by both domestic and higher revenue per e-scooter sales. China Revenue -- RMB 854 million, representing 94% of total revenue. -- RMB 854 million, representing 94% of total revenue. Scooter Revenue (China) -- RMB 774 million, up 42%, with average scooter selling price (ASP) of RMB 3,120, reflecting a 5% increase. -- RMB 774 million, up 42%, with average scooter selling price (ASP) of RMB 3,120, reflecting a 5% increase. Overseas Revenue -- RMB 56 million, 6% of total, with overseas scooter ASP up from RMB 2,962 to RMB 3,716. -- RMB 56 million, 6% of total, with overseas scooter ASP up from RMB 2,962 to RMB 3,716. Accessories, Spare Parts, and Services Revenue -- RMB 85 million, up 13%, primarily on Niu Services growth. -- RMB 85 million, up 13%, primarily on Niu Services growth. Gross Profit -- Over RMB 159 million, up from RMB 118 million, with gross margin at 17.4% (0.1 ppt higher year over year, 2.1 ppt up sequentially). -- Over RMB 159 million, up from RMB 118 million, with gross margin at 17.4% (0.1 ppt higher year over year, 2.1 ppt up sequentially). Operating Expenses -- RMB 264 million, increasing 60%; OpEx ratio was 29%, down from 30.5% last quarter. -- RMB 264 million, increasing 60%; OpEx ratio was 29%, down from 30.5% last quarter. Selling and Marketing Expenses -- RMB 180 million, up RMB 65 million; accounted for 19.8% of revenue (up from 16.8% but down from 21.3% last quarter). -- RMB 180 million, up RMB 65 million; accounted ...

Getty Images SpaceX’s ( SPCX ) IPO S-1 filing was made public on May 20 th , 2026. 1 After it was published, we dove into the filing and pulled out 5 key takeaways for SpaceX’s initial public offering (IPO) and how investors can get exposure through AI ETF AGIX, the KraneShares Artificial Intelligence & Technology ETF ( AGIX ). 1. SpaceX’s Eye-Catching Total Addressable Market & Revenue Breakdown SpaceX has identified a “quantifiable” total addressable market (TAM) of $28.5 trillion, which it calls the largest actionable TAM in human history. 1 This 28.5 trillion figure spans three broad areas: $370 billion in space, $1.6 trillion in connectivity, and $26.5 trillion in AI. 1 Additionally, SpaceX’s S-1 confirms what many investors suspected: Starlink has overtaken the company’s space segment (“launch”) as the main driver of the company’s revenue. Revenue Highlights: Starlink now accounts for the majority of SpaceX revenue and is already generating attractive operating margins, with the Connectivity segment delivering $11.39 billion of revenue in 2025 and $3.26 billion in the first quarter of 2026. 1 Starlink is also experiencing rapid subscriber growth, and SpaceX’s S-1 stated that Starlink’s TAM of $1.6 trillion is split between $870 billion for fixed Starlink broadband and about $740 billion for Starlink mobile services. 1 Launch remains an important contributor but is no longer the primary economic engine of the business. The filing shows that the Launch segment is a scaled but lower-margin business, with growth across government and commercial contracts offset by heavy depreciation and ongoing R&D for Starship, reusable boosters, and related infrastructure. Investors should think of Launch as the technological and financial foundation on which higher-margin recurring Starlink and data service revenues are being built. 2. SpaceX Is Currently Operating At A Loss While revenue growth has been strong across all segments (Space, Connectivity, and AI), the S-1 makes cl...

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Devon Energy Corp. (Symbol: DVN), where a total volume of 118,009 contracts has been traded thus far today, a contract volume which is representative of approximately 11.8 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 75.7% of DVN's average daily trading volume over the past month, of 15.6 million shares. Particularly high volume was seen for the $55 strike call option expiring July 17, 2026 , with 30,749 contracts trading so far today, representing approximately 3.1 million underlying shares of DVN. Below is a chart showing DVN's trailing twelve month trading history, with the $55 strike highlighted in orange: Warrior Met Coal Inc (Symbol: HCC) saw options trading volume of 6,762 contracts, representing approximately 676,200 underlying shares or approximately 75.7% of HCC's average daily trading volume over the past month, of 893,650 shares. Especially high volume was seen for the $110 strike call option expiring July 17, 2026, with 5,529 contracts trading so far today, representing approximately 552,900 underlying shares of HCC. Below is a chart showing HCC's trailing twelve month trading history, with the $110 strike highlighted in orange: And DraftKings Inc (Symbol: DKNG) options are showing a volume of 80,652 contracts thus far today. That number of contracts represents approximately 8.1 million underlying shares, working out to a sizeable 70% of DKNG's average daily trading volume over the past month, of 11.5 million shares. Particularly high volume was seen for the $26 strike call option expiring June 05, 2026, with 26,927 contracts trading so far today, representing approximately 2.7 million underlying shares of DKNG. Below is a chart showing DKNG's trailing twelve month trading history, with the $26 strike highlighted in orange: For the various different available expiratio...

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Verra Mobility Corp (Symbol: VRRM), where a total volume of 17,195 contracts has been traded thus far today, a contract volume which is representative of approximately 1.7 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 86% of VRRM's average daily trading volume over the past month, of 2.0 million shares. Particularly high volume was seen for the $5 strike call option expiring June 18, 2026 , with 5,832 contracts trading so far today, representing approximately 583,200 underlying shares of VRRM. Below is a chart showing VRRM's trailing twelve month trading history, with the $5 strike highlighted in orange: Cannae Holdings Inc (Symbol: CNNE) options are showing a volume of 4,000 contracts thus far today. That number of contracts represents approximately 400,000 underlying shares, working out to a sizeable 81.7% of CNNE's average daily trading volume over the past month, of 489,875 shares. Particularly high volume was seen for the $17.50 strike call option expiring November 20, 2026, with 2,655 contracts trading so far today, representing approximately 265,500 underlying shares of CNNE. Below is a chart showing CNNE's trailing twelve month trading history, with the $17.50 strike highlighted in orange: And Groupon Inc (Symbol: GRPN) options are showing a volume of 17,006 contracts thus far today. That number of contracts represents approximately 1.7 million underlying shares, working out to a sizeable 78.1% of GRPN's average daily trading volume over the past month, of 2.2 million shares. Particularly high volume was seen for the $45 strike call option expiring January 15, 2027, with 3,351 contracts trading so far today, representing approximately 335,100 underlying shares of GRPN. Below is a chart showing GRPN's trailing twelve month trading history, with the $45 strike highlighted in o...

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Corsair Gaming Inc (Symbol: CRSR), where a total volume of 17,207 contracts has been traded thus far today, a contract volume which is representative of approximately 1.7 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 115.1% of CRSR's average daily trading volume over the past month, of 1.5 million shares. Especially high volume was seen for the $10 strike call option expiring June 18, 2026 , with 5,724 contracts trading so far today, representing approximately 572,400 underlying shares of CRSR. Below is a chart showing CRSR's trailing twelve month trading history, with the $10 strike highlighted in orange: Cleveland-Cliffs Inc (Symbol: CLF) saw options trading volume of 168,659 contracts, representing approximately 16.9 million underlying shares or approximately 111.3% of CLF's average daily trading volume over the past month, of 15.2 million shares. Especially high volume was seen for the $13 strike call option expiring July 17, 2026, with 37,761 contracts trading so far today, representing approximately 3.8 million underlying shares of CLF. Below is a chart showing CLF's trailing twelve month trading history, with the $13 strike highlighted in orange: And Sezzle Inc (Symbol: SEZL) saw options trading volume of 7,483 contracts, representing approximately 748,300 underlying shares or approximately 104.6% of SEZL's average daily trading volume over the past month, of 715,175 shares. Particularly high volume was seen for the $75 strike put option expiring July 17, 2026, with 5,010 contracts trading so far today, representing approximately 501,000 underlying shares of SEZL. Below is a chart showing SEZL's trailing twelve month trading history, with the $75 strike highlighted in orange: For the various different available expirations for CRSR options, CLF options, or SEZL options, visit...

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Asbury Automotive Group Inc (Symbol: ABG), where a total of 5,003 contracts have traded so far, representing approximately 500,300 underlying shares. That amounts to about 154.6% of ABG's average daily trading volume over the past month of 323,565 shares. Particularly high volume was seen for the $180 strike call option expiring June 18, 2026 , with 2,500 contracts trading so far today, representing approximately 250,000 underlying shares of ABG. Below is a chart showing ABG's trailing twelve month trading history, with the $180 strike highlighted in orange: GXO Logistics Inc (Symbol: GXO) options are showing a volume of 22,460 contracts thus far today. That number of contracts represents approximately 2.2 million underlying shares, working out to a sizeable 132.3% of GXO's average daily trading volume over the past month, of 1.7 million shares. Particularly high volume was seen for the $55 strike call option expiring June 18, 2026, with 10,909 contracts trading so far today, representing approximately 1.1 million underlying shares of GXO. Below is a chart showing GXO's trailing twelve month trading history, with the $55 strike highlighted in orange: And Dycom Industries, Inc. (Symbol: DY) saw options trading volume of 4,971 contracts, representing approximately 497,100 underlying shares or approximately 117.2% of DY's average daily trading volume over the past month, of 424,170 shares. Particularly high volume was seen for the $660 strike call option expiring June 18, 2026, with 1,404 contracts trading so far today, representing approximately 140,400 underlying shares of DY. Below is a chart showing DY's trailing twelve month trading history, with the $660 strike highlighted in orange: For the various different available expirations for ABG options, GXO options, or DY options, visit StockOptionsChannel.com. Today's Most Active Call & Put Options of the S&P 5...

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Affirm Holdings Inc (Symbol: AFRM), where a total of 34,244 contracts have traded so far, representing approximately 3.4 million underlying shares. That amounts to about 64.8% of AFRM's average daily trading volume over the past month of 5.3 million shares. Especially high volume was seen for the $73 strike call option expiring May 29, 2026 , with 5,391 contracts trading so far today, representing approximately 539,100 underlying shares of AFRM. Below is a chart showing AFRM's trailing twelve month trading history, with the $73 strike highlighted in orange: UnitedHealth Group Inc (Symbol: UNH) saw options trading volume of 42,743 contracts, representing approximately 4.3 million underlying shares or approximately 61.5% of UNH's average daily trading volume over the past month, of 7.0 million shares. Especially high volume was seen for the $387.50 strike call option expiring May 29, 2026, with 3,492 contracts trading so far today, representing approximately 349,200 underlying shares of UNH. Below is a chart showing UNH's trailing twelve month trading history, with the $387.50 strike highlighted in orange: And Celsius Holdings Inc (Symbol: CELH) saw options trading volume of 63,249 contracts, representing approximately 6.3 million underlying shares or approximately 61.1% of CELH's average daily trading volume over the past month, of 10.4 million shares. Especially high volume was seen for the $40 strike call option expiring June 18, 2026, with 9,985 contracts trading so far today, representing approximately 998,500 underlying shares of CELH. Below is a chart showing CELH's trailing twelve month trading history, with the $40 strike highlighted in orange: For the various different available expirations for AFRM options, UNH options, or CELH options, visit StockOptionsChannel.com. Today's Most Active Call & Put Options of the S&P 500 » Further AFRM Research: The v...

美国总统唐纳德·特朗普表示，霍尔木兹海峡将不受任何国家控制，这凸显出解决与伊朗战争的一个关键症结。 “没有人会控制它。那里是国际水域，”特朗普周三在白宫表示。“该海峡将向所有人开放”，并且美国将“照看它”。 特朗普在内阁会议上被问及是否能够接受一项在伊朗控制下开放该海峡的短期协议时表示。 特朗普并未说明美国将采取哪些措施确保船只能够自由通过霍尔木兹海峡。伊朗维持对霍尔木兹海峡的封锁，而商业运输公司对尝试通行犹豫不决。 特朗普的言论为美伊之间立即取得突破的前景蒙上阴影。近日双方均称谈判取得进展，市场原本对达成协议保持乐观。霍尔木兹海峡的管控问题是主要分歧之一。 特朗普还表示，美国对结束这场持续近三个月战争的谈判“不满意”，称“也许我们不得不重新回去彻底解决问题”，但未进一步说明这是否意味着采取更多军事行动。 5月27日，美国总统特朗普在内阁会议上 特朗普发表上述言论前，伊朗国家电视台报道的一份临时和平协议草案显示，在协议最终敲定后一个月内，霍尔木兹海峡的通航可恢复正常。白宫称该报道不实。 “这则来自伊朗控制媒体的报道不实，他们‘发布’的谅解备忘录纯属捏造，”白宫在社交媒体发文称。“任何人都不应相信伊朗国家媒体发布的内容。” 特朗普还淡化了放松对伊制裁的可能性 ，称“我们没有讨论任何制裁放松，没有谈论资金，没有任何东西”。 伊朗的IRIB News报道称，谈判其他关键内容还包括美国解除对伊朗港口的海上封锁，以及美国海军撤离伊朗周边海域。 草案还称，伊朗和阿曼将建立监督霍尔木兹海峡航运的机制。这是阻碍协议达成的最具争议问题之一，美国坚持船只必须获得自由通行权。对于伊朗称双方正就海峡管理问题展开磋商，阿曼近几周尚未置评。 特朗普周三表示，“阿曼会像其他国家一样行事”，并威胁称，否则“我们就不得不炸他们。他们明白这一点”。 特朗普还呼吁更多国家加入《亚伯拉罕协议》。 他威胁称：“如果他们不签署，我不确定我们是否应该达成协议”。他还表示，沙特、阿联酋和卡塔尔等国“欠我们这一点”。 伊朗和美国过去一周均表示，通过巴基斯坦和卡塔尔等中间方展开的谈判在取得进展。美国国务卿鲁比奥周三重申：“未来数小时和数天内，我们将观察谈判是否能够取得进展。” 伊朗最高国家安全委员会副秘书Ali Bagheri-Kani表示：“在所有问题达成一致之前，我们认为任何问题都尚未达成一致。” Bagheri...

Snowflake has signed a new, enormous five-year deal with Amazon to secure chips for AI usage. Nvidia is once again being put on notice.

Salomon Azoulay, Chief Medical Officer of MBX Biosciences (MBX +0.32%), disclosed the exercise and immediate sale of 70,003 shares of common stock for a transaction value of approximately $2.69 million, as reported in an SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 70,003 Transaction value ~$2.7 million Post-transaction shares (direct) 14,769 Post-transaction value (direct ownership) ~$605,000 Key questions What was the structure and trigger for this transaction? The transaction involved exercising 70,003 options into common stock, which were immediately sold in the open market. The transaction involved exercising 70,003 options into common stock, which were immediately sold in the open market. Does Azoulay retain a material economic interest after the sale? Azoulay continues to hold 224,548 direct stock options, which may be converted into common stock. Azoulay continues to hold 224,548 direct stock options, which may be converted into common stock. What does historical trading activity suggest about the size and cadence of this sale? Capacity analysis shows the large trade size aligns with Azoulay's reduced available holdings; the transaction follows the only prior direct open-market sale (231 shares) and is not part of a frequent selling pattern. Company overview Metric Value Price (as of market close 5/8/26) $40.97 Market capitalization $1.54 billion Net income (TTM) ($86.61 million) 1-year price change 249.8% Company snapshot MBX Biosciences develops precision peptide therapies targeting endocrine and metabolic disorders, with a pipeline including MBX 2109 (phase 2 for chronic hypoparathyroidism), MBX 1416 (phase 1 for post-bariatric hypoglycemia), and MBX 4291 (preclinical for obesity). The company operates a clinical-stage biopharmaceutical business model, generating value through research and development of novel drug candidates, with future revenue expected from product commercialization and potential licensing agreements. Primar...

Earnings Call Insights: Modine Manufacturing Company (MOD) Q4 fiscal 2026 Management view “I’m pleased to report another strong quarter, capping off our fourth consecutive year of record-breaking revenue and adjusted EBITDA,” said President, CEO & Director Neil Brinker, citing “3 strategic acquisitions… which collectively added $119 million in incremental revenue this year,” a planned “spin[ ] off our Performance Technologies segment and combin[e] it with Gentherm,” and a “landmark long-term capacity locking agreement… to supply more than $4 billion of data center cooling products during calendar years 2027 through 2029.” Brinker said Climate Solutions “reported a 43% increase in revenues for the full fiscal year,” with data centers “increased 73% to $1.1 billion,” and added, “We are currently addressing challenges with a few key suppliers… we do not anticipate any impact on our full year outlook.” Executive VP & CFO Michael Lucareli said, “Adjusted earnings per share increased 53% to $1.71,” and noted free cash flow “was a positive $153 million” in Q4, supported by “an upfront cash payment of $165 million” tied to the LTA that “did not impact the income statement and was recorded as a contract liability.” Outlook Lucareli said, “For fiscal ’27, we expect total company sales to grow in the range of 20% to 35%,” including data center sales growth of “60% to 80%… ahead of our previous multiyear estimate of 50% to 70%,” commercial HVAC growth of “5% to 10%,” and Performance Technologies sales “flat to up 5%.” On earnings, Lucareli guided, “We expect fiscal ’27 adjusted EBITDA to be in the range of $650 million to $680 million,” adding it “implies at least 100 to 200 basis points of margin improvement,” and said free cash flow as a percent of sales is expected to be “between 4% and 6%.” Compared with the prior quarter’s messaging on LTAs as an industry trend, Brinker said the new LTA “guarantee[s] capacity,” and management framed it as validating the existing capacity-e...

Earnings Call Insights: Dycom Industries (DY) Q1 fiscal 2027 Management View "We delivered an outstanding start to the year" (CEO, President & Director Daniel Peyovich) and reported "total revenues of $1.965 billion" with "record total backlog of $11.9 billion" and "a book-to-bill of 2.2x for the quarter" (CEO Peyovich). "With strong results in Q1 and intensifying demand across our business, we are increasing our full-year fiscal 2027 outlook to a range of $7.38 billion to $7.65 billion" (CEO Peyovich). On strategy and M&A, management said, "we announced a definitive agreement to acquire National Technology Integrators" and described it as "enhancing our position and further expanding our capabilities in the high-growth data center industry" (CEO Peyovich). He added, "the transaction is expected to be immediately accretive across key enterprise financial metrics" and "expected in Q2" (CEO Peyovich). "In Q1, we outperformed the high-end of our expectations" (Senior VP & CFO H. DeFerrari) and highlighted capital return: "we repurchased 100,000 shares of our common stock for approximately $36 million or $360 per share" (CFO DeFerrari). Outlook "We now expect total contract revenues to range from $7.38 billion to $7.65 billion" (CFO DeFerrari), with segment ranges of "$6.03 billion to $6.2 billion" for Communications and "$1.35 billion to $1.45 billion" for Building Systems (CFO DeFerrari). For Q2, "we expect total contract revenues of $1.94 billion to $2.01 billion, adjusted EBITDA of $284 million to $303 million and adjusted diluted EPS of $4.40 to $4.82 per share" (CFO DeFerrari). On acquisition timing and modeling, "this outlook for fiscal 2027 and Q2 of fiscal 2027 excludes any results from the pending acquisition of National Technology Integrators" (CFO DeFerrari). Financial Results "Q1 total contract revenues of $1.965 billion grew 56.1% over Q1 of last year" (CFO DeFerrari), while "consolidated adjusted EBITDA of $262.5 million increased 75%" and "consolidated a...

Budget bill would exempt Micron from permit for backup diesel power Times Union

Anjney Midha, founder of AMP, founding investor of Anthropic, and former general partner at Andreessen Horowitz, joins Dani Burger on "Bloomberg Deals." AMP aims to secure 1.3 GW of compute for the independent ecosystem over the next four years, deploying roughly $40B across equity, debt, and structured capital. (Source: Bloomberg)