欧洲股市企稳，抹去早前涨幅。白宫否认伊朗方面关于谅解备忘录草案的报道，给市场对美伊达成协议的希望泼了一盆冷水。 斯托克欧洲600指数收盘基本持平，早前一度上涨0.6%。白宫称伊朗国家电视台报道的美伊临时和平协议非正式草案“完全捏造”且“不属实”，随后投资者情绪恶化。 奢侈品和非必需消费品股表现优异，而随着布伦特原油价格跌至95美元，能源和公用事业板块表现最为滞后。汽车板块走高，此前发布的数据显示随着消费者继续抢购更多电动和混动车型，4月欧洲汽车销售连续第三个月攀升。 欧洲股市受强劲的第一季财报支撑，同时油价下跌缓解了市场对通胀和欧洲央行大幅加息的担忧。然而，欧洲股市对推动美国和亚洲股市上涨的科技股和人工智能相关股敞口较低。 Societe de Gestion Prevoir投资组合经理Fares Hendi表示，“考虑到欧洲科技行业的规模远小于世界其他地区，欧洲的这一趋势自然低于世界其他地区。” 此外，阿克苏诺贝尔公司上涨近20%，涨幅为2008年以来最大，此前该公司拒绝了日本涂料控股株式会社和美国涂料制造商 宣伟公司 的现金要约。 责任编辑：丁文武

美国总统特朗普表示，如果阿拉伯国家不加入《亚伯拉罕协议》，他不确定美国是否应该与伊朗达成协议。 特朗普在内阁会议上讲话。 “坦率地说，我认为这是他们欠我们的，”特朗普在谈到阿拉伯国家时表示。 “我们正在强烈要求他们加入，”他表示，并补充说，这对卡塔尔、沙特阿拉伯和科威特来说将是好事。 责任编辑：丁文武

President Donald Trump's recent financial disclosures revealed thousands of stock transactions for dozens of companies in the first quarter of 2026, including Eli Lilly (LLY +1.78%), one of the biggest winners in the anti-obesity drug boom. The president's stock transactions (or, more likely, transactions made by others on his behalf) may grab headlines, but investors should be careful about copying any politician's trades, particularly after the fact. You should buy stocks based on the attractiveness of the underlying business, not because a public official or celebrity happens to own shares. That said, in the case of Eli Lilly, the arguments for ownership remain compelling. An eventual $200 billion market is up for grabs Eli Lilly generated roughly $65 billion in revenue during 2025, driven largely by explosive demand for its diabetes and obesity treatments Mounjaro and Zepbound. Combined sales of those two products exceeded $30 billion last year, making them among the fastest-growing drugs in pharmaceutical history. And the weight-management opportunity still appears to be in its early stages. Analysts at J.P. Morgan and Goldman Sachs have projected that the global market for anti-obesity drugs could eventually exceed $95 billion annually, with some estimates approaching $200 billion over the next decade. Eli Lilly and Novo Nordisk (NVO +1.49%) currently dominate that market, but Lilly's growth trajectory has recently been stronger as its manufacturing capacity expands and Zepbound continues gaining market share. Lilly is also investing heavily to maintain its lead. Expand NYSE : LLY Eli Lilly Today's Change ( 1.78 %) $ 18.98 Current Price $ 1083.72 Key Data Points Market Cap $1.0T Day's Range $ 1070.07 - $ 1092.99 52wk Range $ 623.78 - $ 1133.95 Volume 76.6K Avg Vol 3.1M Gross Margin 82.83 % Dividend Yield 0.61 % What about Eli Lilly's valuation? Eli Lilly has committed tens of billions of dollars to expanding manufacturing capacity while advancing next-generati...

Nvidia Stock NVDA Tests $200 as Valuation Fears and Geopolitical Risks Intensify FXLeaders

美国财政部发行700亿美元5年期国债中标收益率4.182%，纽约时间下午1点投标截止时的发行前交易水平为4.181%，这表明需求轻微低于预期。此次中标收益率创下2025年1月以来的最高水平。投标截止时5年期收益率当日几乎没有变化，并且对招标结果也反应不大，5s30s利差保持略有收窄。 一级交易商获配12.8%，略高于之前一次；直接投标人获配下降至12.3%，间接投标人获配比例升至74.9%。 投标倍数2.34倍，前六次平均水平也为2.34倍。 责任编辑：丁文武

Key Points Ford just announced a new energy division. The company wants to follow in Tesla's footsteps. Ford stock is at a three-year high as investors now see it as a data center play. These 10 stocks could mint the next wave of millionaires › Ford Motor (NYSE:F) surprised investors with the introduction of Ford Energy earlier this month, and shares have taken off ever since. The legacy automaker has been throttling back on plans to develop and sell electric vehicles (EVs), including massive write-downs from capital investments. Now that it has a plan to repurpose some of those assets, investors are turning a huge negative into a positive. That’s led to Ford shares surging about 30% in the last month, and investors want to know whether Ford’s new $2 billion investment will be the catalyst that keeps the stock marching higher. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Image source: The Motley Fool. The Ford pivot Late last year, Ford said it would incur approximately $19.5 billion in charges, primarily related to its EV business. Declining demand for EVs led it to end production of its high-profile, all-electric F-150 Lightning. That came just a few years after the company split its business into three different segments, one of which was Ford Model e, dedicated to EV production. Investors sensed the company was scrambling with no clear direction or future for its electric division. Ford stock dropped by double-digits from the start of 2026 into the spring. But a 32% surge since its Ford Energy announcement has changed the landscape. Do what Tesla does Ford may have been keeping an eye on Tesla when it decided to repurpose assets and invest another $2 billion to create an energy division. Tesla’s energy storage business is dwarfed by its EV sales, but the battery storage segment has been thr...

Meta Platforms, Inc. stock (US30303M1027): AI investments reshape outlook after strong Q1 2026 earni AD HOC NEWS

格隆汇5月28日｜黎巴嫩军方表示，一名士兵在以色列对黎南部的空袭中遇难。

在美国否认伊朗国家电视台有关临时和平协议草案的报道后，欧洲债券回吐涨幅。 德国两年期国债收益率持稳于2.59%，稍早一度下跌4个基点至2.55%；10年期国债收益率上涨1个基点至2.99%。 欧洲央行的Luis de Guindos表示，央行在决定下个月是否加息时，必须考虑经济增长因素。 英国两年期国债收益率下跌2个基点至4.26%，此前一度下跌8个基点至4.22%，创一个月低点。 互换市场目前预计，英国央行今年将加息40个基点，此前曾短暂跌至36个基点。 市场焦点转向周四英国和意大利的长债发行，以及欧洲央行和英国央行的官员讲话。 市场： 德国国债收益率涨1个基点，至2.99%； 德国国债期货跌5个点，至125.94%； 意大利10年期国债收益率涨1个基点，至3.71%； 意大利-德国国债利差变化不大，报72个基点； 法国10年期国债收益率涨1个基点，至3.60%； 10年期英国国债收益率跌2个基点，至4.86%。 责任编辑：丁文武

The Trump administration is building a quarantine and treatment center in Kenya for Americans affected by the Ebola outbreak, instead of bringing them home. The White House on Wednesday confirmed that the US was setting up a facility in Kenya for Americans to quarantine after Ebola exposure in the Democratic Republic of the Congo (DRC). “The facility is designed to provide access to high-quality care for Americans who would need to quickly get out of DRC and quarantine without the risks of a lengthy transport back to the US,” a White House official told the Guardian. The center will also treat Americans who contract Ebola, the official said – “including critical care needs, though each case will be evaluated for forward transport for more advanced care as appropriate in order to maximize patient outcomes”. The official did not clarify whether that further transport would be to the US or to Europe, where other Americans have been taken for quarantine and treatment. The official also did not clarify if Americans were allowed to return to the US if they did not want to go to Kenya. The US has banned green card holders who recently travelled in DRC, Uganda and South Sudan from returning home, and other recent travellers to these three countries are also banned from entering the US. “It is shocking to me that the administration is looking to prevent Americans from coming home to receive the proven world-class care that our taxpayer-funded biocontainment and treatment units are equipped to provide,” said Jennifer Nuzzo, an epidemiologist and director of the Pandemic Center at the Brown University School of Public Health. “There are profound ethical concerns with this approach,” she added. “Without adequate plans for the safe quarantine of exposed individuals and prompt isolation of those who become infected, I fear these facilities could amplify the spread of the virus. The prospect of not being able to come home for safe and effective care may create disincentives for pe...

fcafotodigital/iStock via Getty Images Realty Income Corporation ( O ) remains a highly attractive choice for REIT investors that look to emphasize high-quality income generation, portfolio growth, and significant expansion potential in the real estate base long-term. Realty Income is growing its portfolio rapidly, with up to $9.5B reserved for new real estate acquisitions in the current fiscal year, and I expect the REIT to specifically target new verticals for growth, such as Data Centers. Realty Income supported its dividend with adjusted funds from operations, or AFFO, in the first quarter and is growing its cash flow at double digits, mainly due to an aggressive expansion pace. The REIT's increasing portfolio diversification and focus on fast-growing rental income streams could drive shares to new all-time highs in 2026, and I continue to recommend the commercial REIT for investors seeking a low-risk real estate investment company with long-term FFO upside. Data by YCharts Previous rating In my February coverage on Realty Income— Anchor Of Stability — I hinted at the fact that the commercial REIT was offering investors a low AFFO payout ratio, which therefore led to an extremely safe dividend for income investors. Additionally, the real estate investment company is moving into new verticals such as Data Centers and investing more cash in Europe, all of which leads to a more diversified portfolio and balance sheet with less reliance on one specific asset group. I like that Realty Income materially increased its investment guidance for 2026 and that its adjusted FFO is growing faster than it expected. Improving portfolio diversification, double-digit adjusted FFO growth Realty Income has made a strategic effort in recent years in order to improve the diversification of its real estate portfolio and move away from its retail-driven portfolio strategy. The REIT conducted a number of acquisitions as well as sale-leaseback transactions, such as with European retailer...

格隆汇5月28日｜乌干达卫生部27日发布声明说，鉴于邻国刚果（金）埃博拉疫情持续升级以及两国跨境人员流动带来的输入风险上升，乌干达决定自即日起临时关闭与刚果（金）的边境，并采取一系列措施强化疫情防控。

The following companies are expected to report earnings after hours on 05/27/2026. Visit our Earnings Calendar for a full list of expected earnings releases. Marvell Technology, Inc. (MRVL)is reporting for the quarter ending April 30, 2026. The electric company company's consensus earnings per share forecast from the 12 analysts that follow the stock is $0.61. This value represents a 29.79% increase compared to the same quarter last year. MRVL missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -1.96%. Zacks Investment Research reports that the 2027 Price to Earnings ratio for MRVL is 68.51 vs. an industry ratio of 45.60, implying that they will have a higher earnings growth than their competitors in the same industry. Salesforce, Inc. (CRM)is reporting for the quarter ending April 30, 2026. The internet software company's consensus earnings per share forecast from the 14 analysts that follow the stock is $2.30. This value represents a 18.56% increase compared to the same quarter last year. In the past year CRM has beat the expectations every quarter. The highest one was in the 1st calendar quarter where they beat the consensus by 33.18%. Zacks Investment Research reports that the 2027 Price to Earnings ratio for CRM is 18.44 vs. an industry ratio of -282.00, implying that they will have a higher earnings growth than their competitors in the same industry. Synopsys, Inc. (SNPS)is reporting for the quarter ending April 30, 2026. The computer software company's consensus earnings per share forecast from the 7 analysts that follow the stock is $2.24. This value represents a 13.51% decrease compared to the same quarter last year. SNPS missed the consensus earnings per share in the 3rd calendar quarter of 2025 by -16.67%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for SNPS is 52.00 vs. an industry ratio of 21.20, implying that they will have a higher earnings growth than their competitors in the same industry. Snowf...

Meta is doubling down on its subscription offerings. On Wednesday, the social networking giant announced it’s now rolling out its consumer subscription plans globally for its flagship apps, Instagram, Facebook, and WhatsApp, and beginning tests of new subscriptions for businesses, creators, and Meta AI users. For a few dollars per month, consumers subscribing to Instagram Plus ($3.99/mo), Facebook Plus ($3.99/mo), or WhatsApp Plus ($2.99/mo) will gain access to extra features, like profile customization, super reactions, and story insights, among other things. In an announcement, Meta’s head of product Naomi Gleit noted that “more fun features” will be added in the future. Meanwhile, Meta will begin testing other offerings, including professional plans for creators and businesses, and AI-focused plans for all users. These new tests will be branded as “Meta One,” which will serve as the company’s home for its subscription offerings going forward. Plus plans don’t replace Meta Verified ILLUSTRATION – 16 May 2024, Mecklenburg-Western Pomerania, Schwerin: ILLUSTRATION – The Instagram, Facebook and WhatsApp apps can be seen on the display of a smartphone. The internet programs belong to Meta, the umbrella brand of the Facebook Group. The European Commission opens proceedings against the Facebook and Instagram parent company Meta on suspicion of violations of the protection of minors. Photo: Jens Büttner/dpa (Photo by Jens Büttner/picture alliance via Getty Images) Image Credits: / Getty Images picture alliance / Contributor (opens in a new window) / Getty Images Meta confirmed it was planning a subscription offering earlier this year, with its initial tests rolling out in the spring. The idea behind the plans aimed at consumers is to provide additional features for power users who want more from their social apps. It also allows Meta to diversify its revenue streams beyond advertising by extracting more value from its existing audience of billions, given the limited grow...

0:05 spk_0 Well, good afternoon. I'm Kenny Polcari, and this is Trader Talk at Yahoo Finance. And today, I've got two very special guests. We've got Gina Martin Adams, who's the chief market strategist at HB Wealth here in New York City, and Adam Shapiro, who is the managing editor of A Invest, a very interesting concept. We're gonna talk about that. I'll let Adam tell you a little bit about that so that you get it, but it's gonna be a very interesting conversation today. Well, thank you very much for joining me. I do appreciate it. I'm very excited to learn, uh, a little bit more aboutThe invest so and as the listeners are as well. So why don't you tell us a little bit, Adam, just about A Invest and then we'll take it from there. 0:41 spk_1 Uh, invest. Think of it as two things, and it's very much like Yahoo Finance. I manage the content side where we write articles. I have human beings who are writing articles for retail investors, for day traders. Uh, in fact, our demo, I can, I can share this. Our demo is, is, is mostly men, 25 to 54. We do have women, but it's mostly men. And so we use.The content that we write, both human, video, podcast, and written articles, uh, as well as large language model written articles as top of funnel to attract people to the platform, and then you can choose to try some of our AA, uh, AI tools. Amy is our agent. Our AI agent is Amy, and Amy can, uh, you could use magic signal. You put in 10 stocks you choose, and then you set the parameters you want to watch, and you tell Amy, this is what I want you to watch for.by all of these different things and you will get notifications from Magic Signal from Amy and then you then have to execute and through the platform, you can link your to your brokerage, uh, and you can then execute trades should you choose. Gina, 1:47 spk_0 let's talk HB Wealth and your role there. 1:49 spk_2 Yeah, sure. HB Wealth is a fiduciary fee only RIA headquartered in Atlanta actually, but with clients all over th...

Nvidia Vera CPU Competes With AMD Epyc and Intel Xeon in Early Linux Tests extremetech.com

Meta Platforms Inc. is selling consumer subscriptions to its Meta AI chatbot for the first time, a key step toward building a business that would help offset hundreds of billions of dollars in artificial intelligence investments by the company. The new subscriptions come in two tiers. A basic tier, priced at $7.99 per month and called Meta One Plus, is for people who frequently use Meta AI to generate images and videos or rely on it for extended reasoning, according to a company spokesperson. A more advanced tier, called Meta One Premium, will cost $19.99 per month and include the same set of features as Meta One Plus but in greater quantities, the spokesperson added. The Meta AI subscription is rolling out in Singapore, Guatemala and Bolivia to start, with plans for more countries later. People can continue to use the Meta AI chatbot for free for image and video generation, but will eventually run into a limit with repeated use. Meta declined to share usage limits for each level, but said the Premium plan provides meaningfully more usage than the lower tier. Read More: Meta’s $200 Billion Data Center Transforms Rural Louisiana Meta Chief Executive Officer Mark Zuckerberg has been under pressure from investors to demonstrate that his expensive bet on AI will ultimately deliver meaningful revenue. Zuckerberg has pledged to spend at least $600 billion on AI infrastructure over the next few years, and the company is currently building a data center in Louisiana that will cost at least $200 billion . During Meta’s earnings call in April, investors balked at the company’s announcement that its capital expenditures this year would be more than initially estimated. Meta has long argued that its AI investments are already paying off in the form of highly targeted and efficient advertising, which is improved thanks to AI models. But the company is also looking for other ways to recoup its AI spending, and consumer chatbot subscriptions have become popular with several other ...

Key Points Nio’s new ONVO SUV will widen its moat against its lower-end competitors. The spin-off of its chipmaking unit will boost its near-term profits. 10 stocks we like better than Nio › Nio (NYSE: NIO), a major producer of electric vehicles (EVs) in China, initially appears to be deeply undervalued. From 2020 to 2025, its annual deliveries soared from 43,728 to 326,028 vehicles, and its revenue rose at a 40% CAGR. From 2025 to 2028, analysts expect Nio's revenue to grow at a 26% CAGR. They also expect it to turn profitable in 2027 and nearly quadruple its net profit in 2028. Yet Nio's stock still trades at less than one times this year's sales. By comparison, Tesla (NASDAQ: TSLA) trades at 16 times this year's sales. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Therefore, the bulls believe the right catalysts could drive the market to revalue Nio as a growth stock again. Could its recent launch of a cheaper SUV and the increased production of its own first-party chips ignite those catalysts and make its stock worth buying this year? How is Nio differentiating itself from its competitors? Nio already differentiates itself from other EV makers with its removable batteries, which can be quickly swapped at its battery-swapping stations as a faster alternative to conventional charging. It also produces its own Shenji chips, which are more powerful than Nvidia's (NASDAQ: NVDA) Orin-X chips, to power its autonomous driving features. Nio recently spun off its chipmaking business as GeniTech, freeing it to pursue external funding and expand beyond the automotive market. Nio still holds a 62.7% stake in the new company, but the spin-off will insulate its balance sheet from GeniTech's losses. That's one of the major reasons Nio's profitability could improve over the next two years. Nio's namesake bra...

Meta to Sell AI Chatbot Subscriptions in Bid to Offset Spending Bloomberg.com

香港經濟導報 记者：许国玺 【 2026-05-28 發表】 5月27日，2026年金砖国家新工业革命伙伴关系论坛在福建厦门启幕，宁德时代董事长曾毓群在主旨演讲中提出，新一轮新工业革命是绿色与智能双轮驱动的系统性产业变革，人工智能划定产业智能发展上限，新能源夯实工业转型动力底座；当下零碳科技已兼具经济性与商业化落地条件，成为金砖国家跳出传统工业化路径、实现换道超车的关键引擎与长期竞争底气。 当前金砖及广大全球南方经济体处在工业化扩张、城镇化提质、产业结构优化叠加阶段，能源消费刚性上涨，高碳粗放的旧发展模式难以为继。曾毓群指出，新工业革命不等同于传统产业技改扩产，核心是能源体系与产业逻辑的底层革新。依托成熟的零碳技术体系，金砖各方可统筹资源、技术、市场禀赋，搭建资源—技术—市场—政策协同链条，构筑本土绿色产业新体系，在全球低碳产业格局中抢占发展主动权。在他看来，金砖落地绿色工业化、释放零碳红利，关键走好资源产业化、技术全域增量、政策闭环保障三条路径，打造适配区域实情、可复制推广的金砖绿色发展范式。 盘活资源禀赋 从原料供给迈向全链产业布局 金砖地域坐拥锂、镍、钴、锰、石墨、铜等新能源关键矿产，风电、光伏、水电等可再生能源储量丰厚，是全球绿色产业链的核心资源腹地。过往多国受技术掣肘，长期局限于矿产原材料出口，产业链短、附加值偏低。零碳浪潮之下，金砖国家正加速从原料输出地，转向绿色产业链共建方与关键参与者。 宁德时代与印尼国企ANTAM、本土电池企业IBC联手打造的总投资近60亿美元动力电池全产业链项目，成为金砖产能合作标杆。项目覆盖镍矿采冶、正极材料、电芯制造、电池回收全链条，建成后可创造8000个直接岗位、带动35000个间接就业，被印尼官方定性为多方共赢的战略性合作项目，为金砖资源就地转化为实体产业提供实践样板。 硬核科技赋能 打造全域绿色产业增量空间 资源变现、市场变现的核心依靠技术创新。曾毓群谈及，缺少技术加持，矿产、风光仅为天然资源，依托零碳技术方能转化为新材料、储能装备、新型电力系统。金砖各国零碳技术错位互补：巴西深耕生物航油，印度普及低成本光伏与微电网，俄罗斯核能综合利用优势突出，南非主攻绿色矿业与铂基新材料，埃及、阿联酋等新成员加速布局绿氢产业，差异化布局筑牢多边技术合作根基。 作为全球新能源龙头，宁德时代近十年研发投入超千亿元，2025年研发投入超20...

Meta launches Instagram, Facebook, and WhatsApp subscriptions, with more to come, including AI plans TechCrunch

AMD Is Up Nearly 300% Over the Past Year. Is It Still a Buy? The Motley Fool

In this article RACE Follow your favorite stocks CREATE FREE ACCOUNT Ferrari unveiled the Ferrari Luce electric vehicle in the symbolic setting of the Vela di Calatrava, Città dello Sport in Rome in May, 2026. (Ferrari S.p.a.) Ferrari S.p.a. After intense backlash following the reveal of Ferrari's first all-electric vehicle , the Luce, the CEO of rival luxury vehicle maker Lamborghini said canceling his company's EV plans was the correct choice. Lamborghini CEO Stephan Winkelmann said on Wednesday the automaker's decision to kill the all-electric Lanzador and a version of its Urus SUV to focus on plug-in hybrid electric vehicles was "the right way to go" for his company, but said "every brand, every company has to decide for themselves." "Our decision to go from [traditional internal combustion engine] to plug-in was a very important one for us, and it worked out," Winkelmann exclusively told CNBC during a virtual interview. "We don't speak about our competitors ... but everybody has their own strategy." Winkelmann declined to comment directly on the Ferrari Luce or the responses it has received , but said "innovation is paramount" to success. However, he said innovation should not be made for innovation's sake or forced upon customers. "By observing the market ... we saw that the acceptance curve [of EVs] for our type of customers is not increasing, and that therefore we decided to move away from a full-electric car into a plug-in hybrid," he said. Lamborghini, owned by German automaker Volkswagen, was one of many global automakers to have pulled back on EV investments due to weak demand. Stephan Winkelmann, CEO of Lamborghini Courtesy: Lamborghini Shares of Ferrari fell about 8% Tuesday in Milan and dropped 5.3% in New York after the unveiling of the Luce Monday in Italy. Analysts said the stock reaction was partially due to "design hate." "Ultimately many fans are disappointed that Ferrari is embracing the EV concept, believing it dilutes the supercar brand, whic...

(RTTNews) - The Switzerland market closed on a bright note on Wednesday after stocks stayed firm throughout the day's session, even as several markets in Europe failed to hold early gains and settled on a weak note. The benchmark SMI ended with a gain of 101.73 points or 0.75% at 13,627.41, extending its winning streak to a tenth session. The index moved between 13,560.22 and 13,637.50 today. Richemont rallied 5.1% and Amrize climbed 4.8%. Galderma Group, Sika and Givaudan moved up 2.78%, 2.61% and 2.51%, respectively. SGS, Nestle, Holcim, Straumann Holding, Lindt & Spruengli, Lonza Group and Sonova gained 1%-2.2%. Novartis and Geberit also ended with strong gains. Helvetia Baloise Holdings shed 3.7%. VAT Group drifted down nearly 2%, while ABB and Julius Baer both closed lower by about 1.5%. UBS Group ended lower by a little over 1%. In economic news, data from UBS & CFA Society showed Swiss investor sentiment improved to -11.1 in May 2026 from -30.3 in May 2025. The index rose by 19.2 points on the month, reflecting a less pessimistic outlook compared with previous readings, although it remains in negative territory. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

A scathing essay by the former prime minister rehashes assumptions that underpinned his own rise to power. But the challenges are quite different now A paradox lies at the heart of Sir Tony Blair’s latest sermon to a Labour party that he seems actively to dislike these days. The 5,700-word intervention, published on the website of his Institute for Global Change, emphasises the sheer novelty of challenges such as the AI revolution and the rise of insurgent populism in western democracies. Yet the advice he offers is based on assumptions unchanged since he was bashing “old Labour” in the 1990s. In his essay, Sir Tony suggests that Labour’s “infinite capacity for self-delusion” is set to lose it the next election, irrespective of who is leading the party and the country by then. Only if it embodies a “radical centre”, he argues, can the government deliver the rises in growth and productivity that Britain desperately needs. This, it turns out, means rejecting more or less any policy that smacks of progressive ambition and intent. Continue reading...

Earnings Call Insights: Abercrombie & Fitch Co. (ANF) Q1 2026 Management View CEO Fran Horowitz-Bonadies said the company delivered “record net sales of $1.1 billion” and “operating margin of 8% exceeded our plan,” while “maintain[ing] our full year outlook on net sales, operating margin and earnings per share” despite “headwinds in the Middle East and other select countries in EMEA.” CEO Horowitz-Bonadies highlighted infrastructure and growth initiatives, saying, “We successfully launched our upgraded merchandising ERP, which will enable long-term channel and category expansion,” and added the company is “developing new franchise, wholesale and licensing relationships that will allow us to reach even more customers.” CEO Horowitz-Bonadies tied capital returns to cash generation, saying the company is “tracking to another year of top line growth, double-digit operating margin, expansion earnings per share and strong cash flow, enabling us to target returning $450 million to shareholders this year via share repurchases.” Quote (CFO Robert Ball): “We delivered record Q1 net sales of $1.1 billion, up 2% to last year on a reported basis within the range of up 1% to 3% we provided in March.” Quote (Chief Operating Officer Scott Lipesky): No prepared remarks from the COO were included in this transcript. Outlook CFO Ball kept full-year targets intact, stating, “For earnings per share, we expect net income per diluted share in the range of $10.20 to $11,” alongside “net sales growth in the range of 3% to 5% from $5.27 billion in 2025” and “full year operating margin in the range of 12% to 12.5%.” CFO Ball updated tariff assumptions and expected offsets, saying the company now assumes “a 15% tariff on all global imports into the U.S. effective for the second half of the year” and “a 10% effective tariff rate for the second quarter,” which “drive around 20 basis points of gross margin pressure for the full year, an improvement from 70 basis points in our March outlook,” but ...

Qfin (QFIN +26.61%) stock is seeing massive gains in Wednesday's daily trading session. The China-based fintech company's share price was up 25.1% as of 1:50 p.m. ET. After yesterday's market close, Qfin published its first-quarter results -- and shares are rocketing higher despite some mixed data in the report. While the company's non-GAAP (adjusted) earnings per American depositary share were in line with expectations, sales for the period came in lower than anticipated. Qfin met earnings expectations despite lower than expected sales In the first quarter, Qfin recorded earnings of $1.12 per American depositary share on sales of $566.74 million. The company's sales for the period came in roughly $22.8 million lower than anticipated, but that hasn't been enough to stop a dramatically bullish reappraisal for the stock. Sales were down roughly 16.6% year over year last quarter, but the company's guidance has investors betting that performance could be starting to stabilize. Expand NASDAQ : QFIN Qfin Today's Change ( 26.61 %) $ 3.35 Current Price $ 15.94 Key Data Points Market Cap $1.5B Day's Range $ 13.95 - $ 16.44 52wk Range $ 11.31 - $ 46.18 Volume 215.2K Avg Vol 1.5M Gross Margin 81.50 % Dividend Yield 12.23 % What's next for Qfin? Even though Qfin's sales saw a double-digit drop last quarter, the decline occurred as the company began adopting a more cautious approach to issuing credit. The company's asset quality improved in the quarter, with its delinquency rate in the quarter coming in at 3.5% -- and management's forward guidance has investors feeling more optimistic about the business's outlook. For the current quarter, Qfin is guiding for net income between 830 million Chinese renminbi and 910 million renminbi. While that suggests another big decline for overall net income, it also leaves the door open for a sequential quarterly improvement over the 879.8 million renminbi in net profit recorded last quarter. Even though the company's sales and earnings are ta...