Third Quarter Highlights Revenue grew 25% year-over-year to $850.5 million Annual Recurring Revenue (ARR) grew 25% year-over-year to $3,525 million Operating cash flow of $198.0 million, compared to $211.1 million a year ago Free cash flow of $136.0 million, compared to $119.5 million a year ago, grew 14% year-over-year SAN JOSE, California, May 26, 2026 (GLOBE NEWSWIRE) -- Zscaler, Inc. (Nasdaq: ZS), the leader in cloud security, today announced financial results for its third quarter of fiscal year 2026, ended April 30, 2026. “Zscaler is ideally positioned as the cybersecurity platform for the AI era. Our differentiated Zero Trust SASE architecture, which hides applications from attackers and eliminates lateral movement, has never been more essential in securing against threats exposed by frontier models and compromised AI agents,” said Jay Chaudhry, CEO, Chairman and Founder of Zscaler. “Our results demonstrate that our approach is resonating as we attract new customers and expand with our existing customers, and we see ample runway for long-term growth.” “We delivered strong Q3 fiscal 2026 results with record profitability. ARR grew 25%, or 21%, excluding the contribution from the Red Canary acquisition, and non-GAAP operating margin reached an all-time high of 23%,” said Kevin Rubin, chief financial officer of Zscaler. “Looking ahead, we remain focused on driving profitable growth across multiple vectors, including product innovation, go-to-market, and customer expansion.” Third Quarter Fiscal 2026 Financial Highlights Revenue: Grew 25% year-over-year to $850.5 million. Grew 25% year-over-year to $850.5 million. ARR: Grew 25% year-over-year to $3,525 million, of which $166 million was net new ARR during the third quarter of fiscal 2026. Excluding the acquisition of Red Canary, which contributed ARR of $127 million, ARR grew 21% to $3,398 million and net new ARR grew 14%. Grew 25% year-over-year to $3,525 million, of which $166 million was net new ARR during the...

Kailera Therapeutics, Inc. press release ( KLRA ): Q1 net loss of $78.9 million, compared to a net loss of $18.0 million for the same period in 2025. As of March 31, 2026, Kailera had cash, cash equivalents and marketable securities of $581.9 million, which, together with the $718.8 million of gross proceeds raised as part of its initial public offering, is expected to fund operations into mid-2028. More on Kailera Therapeutics, Inc. Kailera Therapeutics Pursues IPO On Promising GLP-1 Trial Results Weight loss drug developer Kailera climbs 50% on trading debut GLP-1 developer Kailera prices IPO at $16 per share to raise $625M Historical earnings data for Kailera Therapeutics, Inc. Financial information for Kailera Therapeutics, Inc.

July NY world sugar #11 (SBN26) on Tuesday closed down -0.16 (-1.09%), and Aug London ICE white sugar #5 (SWQ26) closed down -5.50 (-1.24%). Sugar prices retreated on Tuesday, with NY sugar posting a 2.5-week low. Tuesday's fall in crude oil prices (CLN26) to a 2.5-week low weighed on sugar prices. Weak crude prices undercut ethanol prices and could spur global sugar mills to divert more cane crushing toward sugar production rather than ethanol, thus boosting sugar supplies. Don’t Miss a Day: Also, strength in Thailand's sugar exports, the world's second-largest, is pressuring prices. Thailand's 2026 sugar exports Jan-Apr rose +29% y/y to 1.6 MMT. Last Monday, the ISO forecast a record global sugar crop for the 2025/26 season and raised its global surplus estimate. The ISO forecasts 2025/26 global sugar production at a record 182 MMT, up +3.5% y/y, and raised its 2025/26 global sugar surplus estimate to 2.2 MMT from a February forecast of 1.22 MMT, rebounding from a -3.46 MMT deficit in 2024-25. Growing concerns that dry weather from an El Niño event could disrupt global sugar production are supportive of prices. The emergence of an El Niño is likely to curb rainfall in Brazil, India, and Thailand, the world's three largest sugar-producing regions. The US National Oceanic and Atmospheric Administration (NOAA) estimates a 82% probability that El Niño conditions will emerge between May and July and persist through the end of the year, with a 67% chance of a "Super El Niño." Sugar prices have support on projections from the International Sugar Organization (ISO) that 2026/27 global sugar production will fall -1.15 y/y to 180 MMT, and that there will be a global sugar deficit of 262,000 MT, citing the potential impact of an El Niño weather pattern on harvests in India and Thailand. On May 11, Citigroup projected Brazil's 2026/27 sugar production at 39.50 MMT, well below Conab's estimate of 43.95 MMT, citing Brazilian sugar mills' allocation of more sugarcane to ethanol ...

July ICE NY cocoa (CCN26) on Tuesday closed up +373 (+9.83%), and July ICE London cocoa #7 (CAN26) closed up +293 (+10.24%). Cocoa prices surged to 1.5-week highs on Tuesday amid fund short-covering, spurred by heavy rains in the Ivory Coast that have caused flooding and cut off farmers' access to cocoa plantations. Cocoa prices also have support on concerns that a potential El Niño weather pattern this year could threaten the West African cocoa crop. Don’t Miss a Day: On May 11, cocoa prices soared to 4-month highs amid concerns that the formation of an El Niño weather pattern could lead to warmer, drier conditions in West Africa, potentially damaging cocoa production there. The US National Oceanic and Atmospheric Administration (NOAA) estimates an 82% probability that El Niño conditions will emerge between May and July and persist through the end of the year, with a 67% chance of a "Super El Niño." Cocoa prices also have support from early surveys of the 2026/27 West African cocoa crop that show below-average cherelle formation on cocoa trees, signaling a weak outlook for the main cocoa harvest, which begins in October. Signs that consumer demand for chocolate is holding up are a positive factor for cocoa prices. Recent earnings results from top chocolate makers Hershey and Mondelez International were better than expected and show consumer chocolate demand remains steady despite high prices. However, Circana reported on April 14 that chocolate candy sales in North America in the 13 weeks ending March 22 fell 1.3% from the same period a year ago. The prospects of a smaller global surplus are also supportive for cocoa prices. On April 29, StoneX cut its 2026/27 global cocoa surplus estimate to 149,000 MT from a January forecast of 267,000 MT, citing risks to the West African cocoa crop from an expected El Niño weather event. StoneX also cut its 2025/26 global cocoa surplus forecast to 247,000 MT from a January estimate of 287,000 MT. The prolonged closure of the Str...

July arabica coffee (KCN26) on Tuesday closed up +1.65 (+0.61%), and July ICE robusta coffee (RMN26) closed up +63 (+1.82%). Coffee prices climbed to 1-week highs on Tuesday and settled higher on global weather risks. Robusta rose sharply amid dry weather in Vietnam, which is raising concerns about the country's robusta coffee crop. Weather forecaster Vaisala said recent showers in Vietnam's Central Highlands, the country's main growing region, have been spotty, and more rain is needed to aid cherry growth. Don’t Miss a Day: Concerns that an El Niño weather pattern could hurt Brazil's coffee crop next year are also supportive for prices. Coffee trader Commercial said the El Niño weather pattern may delay rains in Brazil this September and October, when tree flowering normally occurs, hurting Brazil's 2026/27 coffee crop. The US National Oceanic and Atmospheric Administration (NOAA) estimates a 82% probability that El Niño conditions will emerge between May and July and persist through the end of the year, with a 67% chance of a "Super El Niño." Coffee prices have ratcheted lower over the past month, with arabica falling to a 1.5-year nearest-futures low last Tuesday, amid an improved global supply outlook. On May 7, the Coffee Trading Academy projected Brazil's 2026/27 coffee harvest will increase by 12% y/y to 71.4 million bags. On March 19, Marex Group Plc projected a record 2026/27 Brazilian coffee crop of 75.9 million bags, surpassing Sucafina's forecast of 75.4 million bags (+15.5% y/y). On March 12, StoneX raised its Brazil 2026/27 coffee production estimate to a record 75.3 million bags, up from a November estimate of 70.7 million bags. Meanwhile, StoneX projected the 2026 global coffee surplus will expand to 10 million bags from 1.8 million bags in 2025, the biggest surplus in 6 years. Soaring coffee exports from Vietnam, the world's largest robusta producer, are bearish for robusta prices. On May 9, Vietnam's National Statistics Office reported that Vietnam...

Qualcomm (NASDAQ:QCOM) Sets New 1-Year High - What's Next? MarketBeat

Micron Technology Inc. stocks have been trading up by 19.25 percent amid bullish sentiment on AI-driven memory demand. Spot the Next Big Runner Click Here for a Millionaire's POV on Trading MU SUBSCRIBE FOR ALERTS JOIN 50,000+ ACTIVE TRADERS Key Takeaways Traders Need To Know Street targets on Micron have exploded higher, with multiple firms now seeing four‑digit upside as AI memory demand stays red hot. Major banks including Citi, Mizuho, BofA, HSBC and CFRA are raising price targets and earnings forecasts on MU into 2027. Analysts expect DRAM and HBM pricing power to last several years, with tight supply supporting margins for MU. Micron is pouring over $2B into its Manassas, Virginia fab, ramping 1‑alpha DRAM backed by U.S. incentives. AI‑levered chip names like MU continue to lead major indexes despite sticky inflation, showing strong risk appetite. Live Update At 16:02:53 EDT: On Tuesday, May 26, 2026 Micron Technology Inc. stock [NASDAQ: MU] is trending up by 19.25%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below. Quick Financial Overview Micron Technology Inc. is trading like a pure AI infrastructure play, and the numbers back that up. MU closed the latest session around $895.88 after hitting an intraday high near $916.80, capping a huge run from roughly $542 at the start of the month. That’s a massive trend move, not a quiet grind. On the daily chart, MU has stair‑stepped higher from the low‑$500s to the high‑$800s in just a few weeks, with only brief pullbacks. For short‑term traders, that’s classic momentum: dips have been shallow, bounces have been sharp. Intraday, the 5‑minute tape shows steady buying from the open near $820 up through the afternoon, with every flush getting scooped. More Breaking News Under the hood, Micron’s latest quarterly numbers are strong for a former “cyclical” name. Revenue over the last year sits around $37.38B, with a gross margin near 46.7% and EBIT margin about 39...

The Magnificent Seven's first-quarter earnings are in the books, and the seven companies registered their best profit growth in nearly five years. All remain pillars of the S&P 500 index. Collectively, Mag 7 earnings jumped 63.2% year over year, according to a report from FactSet.

AlexSecret Wall Street finished mostly higher on Tuesday as investors weighed the possibility of easing tensions between the U.S. and Iran despite fresh military strikes carried out by Washington, while traders also adjusted to the start of slower summer trading conditions. The technology-heavy Nasdaq Composite ( COMP:IND ) led gains, rising 1.2%, while the benchmark S&P 500 ( SP500 ) advanced 0.6%. The blue-chip Dow Jones Industrial Average ( DJI ) edged 0.2% lower. Seeking Alpha analyst Andrew Hecht said markets are entering a seasonal period where declining liquidity could amplify swings across financial assets. “As Monday was Memorial Day, markets are now moving into summer trading conditions, where vacations can impact liquidity,” Hecht stated, noting that lower trading volumes during June, July, and August often contribute to sharper price moves. Hecht also pointed to several major risks confronting investors, including geopolitical uncertainty, the broader economic backdrop, and the approaching U.S. midterm elections. According to Hecht, reduced liquidity combined with ongoing macroeconomic and geopolitical concerns could create “periods of increased volatility” in the months ahead. He added that the CBOE Volatility Index, or ( VIX ), near 17 “could be far too low in the current environment.” More on markets Oppenheimer unveils the best SMID buy and sell ideas across every major sector U.S.-Iran peace deal odds climb above 50% by July according to prediction markets Rising Treasury yields raise the risk of S&P 500 pullback, RBC Capital Markets says The US-Iran War: Deal Unlikely, Brace For Inflationary Shock Kevin Warsh Is Walking Into A Bond Market Trap

财联社5月27日讯（编辑 史正丞） 最新现场画面显示，施工人员正在白宫南草坪紧张展开施工，为两周后举行的史上首届白宫终极格斗冠军赛（UFC）做准备。 （来源：X） 比赛将在6月14日进行，当天正好是美国总统特朗普的80岁生日。 根据UFC官方给出的效果图， 赛事将在白宫南草坪布置一个格斗八角笼，现场还会搭建供数千人观赛的座位 。如果放大图片，还能看到神似特朗普和UFC总裁白大拿的模拟人物，坐在紧挨着格斗场的最佳位置。 另外，南草坪边上的总统公园里还将安排临时会场，可容纳7.5至10万人免费观看比赛。 据悉，赛前格斗选手的称重仪式将在林肯纪念堂进行。 门票争夺战火热开打 作为在美国政治中心举办的格斗比赛，UFC白宫格斗赛并不对外售票，但没有价格的东西恰恰是最昂贵的。 特朗普上周曾表示：“我从没见过人们像现在这样疯狂想要某样东西，大家都在抢那些门票，这将是一场独一无二的UFC赛事。” 据白大拿透露， 有资格进入白宫南草坪观赛的4000余张门票中，他本人有200张票可以分发，UFC的母公司TKO集团还有200张票。 特朗普本人将签发1000多张门票，剩余的票将分配给美国军人——这意味着绝大多数的门票将由白宫分配。 现白宫通讯主任、前UFC发言人张振熙在谈及他和其他白宫官员接到门票请求时也表示：“我每天都会接到电话、短信或邮件，每天都有好几次。” 不过上市公司TKO已经表态，UFC将承担举办活动的全部费用，并预期会出现大额亏损。 在5月份的财报说明会上，TKO集团总裁兼首席运营官马克·夏皮罗表示，预计在白宫赛事和其他庆祝活动上， 公司可能会录得3000万美元的亏损 。 与此同时，有媒体报道称， 包含八角笼旁座位的赞助套餐售价已达100万美元或更高。有报道称这一数字为150万美元 。 据悉，这个赞助套餐包含白宫格斗赛的内场门票，称重仪式和新闻发布会的预留座位，音乐会入场券等。 一名直接了解相关流程的共和党说客表示：“ 特朗普的筹款团队正在为这件事募资。基本上，它已经被加入那份‘可以匿名捐钱、同时还能在特朗普那里记上一功’的认可名单里了。 ” 需要说明的是，在美国的政治规则中，总统向捐款人提供优待并不违法，最多只会被舆论指责为不体面。举例而言，比尔·克林顿曾被发现向大量竞选捐款人提供白宫过夜住宿权。 除了UFC格斗赛外，特朗普还准备在8月举办一场印第赛车系列赛，届时赛车将在白宫...

Important progress across four clinical-stage programs demonstrating depth and breadth of obesity pipeline Initiated five late-stage global clinical trials in obesity, including the ribupatide injection KaiNETIC Phase 3 program Reported positive topline clinical data from three trials conducted by our partner Hengrui in China, including new topline data from Phase 3 trial of oral small molecule GLP-1 receptor agonist HRS-7535 (KAI-7535) in type 2 diabetes, and first-in-human topline data from Phase 1 trial for injectable tri-agonist HRS-4729 (KAI-4729) Cash on hand, including IPO proceeds, is expected to fund operations into mid-2028 WALTHAM, Mass., May 26, 2026 (GLOBE NEWSWIRE) -- Kailera Therapeutics, Inc. (Nasdaq: KLRA) (Kailera), a clinical-stage biotechnology company focused on elevating the next era of obesity care, today reported financial results for the first quarter ended March 31, 2026, and provided a summary of recent business highlights. “During the quarter, we continued to build meaningful momentum and made significant progress advancing our clinical portfolio, including initiating several clinical trials and reporting important data readouts that further underscore the breadth, depth, and potential of our pipeline,” said Ron Renaud, President and Chief Executive Officer of Kailera. “Importantly, our ribupatide franchise continues to demonstrate category-leading potential among obesity management medications, highlighted by the initiation of the global KaiNETIC Phase 3 program for ribupatide injection and positive Phase 2 data for ribupatide oral in China. We are also pleased to announce new topline data for HRS-7535 (KAI-7535) and HRS-4729 (KAI-4729) that reflect the shared commitment with our partner to advance a diverse portfolio with multiple mechanisms and injectable and oral modalities to help address the diverse and evolving needs of people living with obesity.” Renaud, continued, “These achievements, combined with our successful IPO, have posit...

Microsoft Tokenized Stock (Hyperliquid) Price Today | MSFT to USD Live Price, Market Cap & Chart Binance

格隆汇5月27日｜美股收盘，三大指数涨跌不一，道指收跌0.21%，标普500指数涨0.61%，纳指涨1.19%。美光科技(MU.O)收涨19%，美国稀土(USAR.O)收涨9.6%，英特尔(INTC.O)收涨3.07%。

Melpomenem/iStock via Getty Images A closely watched U.S. Treasury yield spread has narrowed to its tightest level in a year as investors recalibrate expectations for Federal Reserve policy under newly sworn-in Chairman Kevin Warsh. The gap between five-year ( US5Y ) and 30-year ( US30Y ) Treasury yields fell to 81 basis points on Friday—the lowest since May 2025—before rebounding slightly to around 82 basis points on Tuesday, according to Bloomberg. The two-year to 30-year spread also compressed to levels not seen since July. The flattening is being driven primarily by a selloff in shorter-dated Treasuries ( SHY ) ( US2Y ), which are more sensitive to changes in Fed policy outlook. Traders are increasingly betting the central bank may need to tighten monetary policy following the Iran war, which sparked the largest inflation surge since 2023 and prompted several Fed officials to abandon their easing bias. President Donald Trump reportedly said Friday he wanted Warsh to lead the Fed independently, stepping back from his repeated pressure on the central bank to cut rates. Bloomberg More on Interest Rates A Final Path To Peace? Markets Weekly Outlook This Week's Market Wrap: Nvidia, War Headlines, And FOMC Minutes Treasury Yields Take The Wheel Bond market alarm bells ring as SocGen’s Albert Edwards warns of echoes of 2007 Low unemployment streak revives debate over job market's new floor

美光科技涨19%，收盘市值突破1万亿美元。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

FSLR260717P00230000 互動股市圖表 | FSLR Jul 2026 230.000 put 股市 Yahoo 財經

bgwalker Walmart ( WMT ) is down nearly ~2% to ~$118.50 on Tuesday and has fallen about ~7% in the past month, and the timing of its new supply chain move is drawing attention from the market. Against the weak stock backdrop, Walmart has launched its new “Prepaid Consolidation” program aimed at improving efficiency and cutting logistics costs. The initiative simplifies inbound shipments by letting suppliers send goods under a single national purchase order to one location, after which Walmart consolidates and distributes inventory across its 42 regional distribution centers. Mike Gray, Senior Vice President of Supply Chain at Walmart U.S., said the goal is to make the system “simpler, faster, and more efficient” while improving in-stock availability and lowering costs. The program also includes logistics partners such as C.H. Robinson ( CHRW ) , Hub Group ( HUBG ) , and RJW Logistics with transparent pricing and no added markups. Notably, ratings remain mixed as WMT stock holds a Quant Rating of 3.39 with a 'hold' view, while Wall Street assigns a 4.52 rating, reflecting a 'strong buy' view despite recent pressure on the stock. More on Walmart Walmart: The Valuation Basis Keeps Getting Worse Wall Street Likes Walmart, But I Don't - Reiterate Sell Walmart Inc. (WMT) Q1 2027 Earnings Call Transcript A look at Walmart's chart after earnings Largest 10 companies reshuffle as Nvidia claims top spot in Russell reconstitution

标普500指数收涨45.65点，涨幅0.61%，报7519.12点，突破5月14日所创收盘历史最高位7501.24点。 道琼斯工业平均指数收跌118.02点，跌幅0.23%，报50461.68点。 纳斯达克综合指数（纳指）收涨312.21点，涨幅1.19%，报26656.181点，突破5月14日所创收盘历史最高位26635.22点。 纳斯达克100指数收涨519.677点，涨幅1.76%，报30001.319点，突破5月14日所创收盘历史最高位29580.30点，成分股美光科技飙涨19.29%。 纳斯达克科技市值加权指数收涨2.55%，报2932.3215点，突破5月14日所创收盘历史最高位2879.0930点。 费城半导体指数收涨5.53%，报12876.906点，继续创收盘历史新高，5月19日以来累计上涨13.93%。 费城证交所KBW银行指数收涨0.83%，报169.67点。 道琼斯KBW地区银行指数收涨1.26%，报136.05点。 罗素2000指数收涨1.79%，报2920.54点，突破5月6日所创收盘历史最高位2886.772点。 纳斯达克生物科技指数收涨0.37%，报5913.38点。 标普中盘股400指数收涨1.46%，纳斯达克美国中等市值指数涨0.73%。 恐慌指数VIX收涨2.53%，报17.01。

格隆汇5月27日｜美国航空航天局（NASA）：已向“蓝色起源”公司授予18.8亿美元合同，用于执行两项向月球南极区域运送探测器的任务。

The following companies are expected to report earnings prior to market open on 05/27/2026. Visit our Earnings Calendar for a full list of expected earnings releases. PDD Holdings Inc. (PDD)is reporting for the quarter ending March 31, 2026. The internet company's consensus earnings per share forecast from the 2 analysts that follow the stock is $2.03. This value represents a 48.18% increase compared to the same quarter last year. Zacks Investment Research reports that the 2026 Price to Earnings ratio for PDD is 8.61 vs. an industry ratio of 18.30. Bank Of Montreal (BMO)is reporting for the quarter ending April 30, 2026. The bank (foreign) company's consensus earnings per share forecast from the 3 analysts that follow the stock is $2.80. This value represents a 52.17% increase compared to the same quarter last year. In the past year BMO has met analyst expectations once and beat the expectations the other three quarters. Zacks Investment Research reports that the 2026 Price to Earnings ratio for BMO is 13.92 vs. an industry ratio of 11.20, implying that they will have a higher earnings growth than their competitors in the same industry. Bank of Nova Scotia (BNS)is reporting for the quarter ending April 30, 2026. The bank (foreign) company's consensus earnings per share forecast from the 3 analysts that follow the stock is $1.46. This value represents a 37.74% increase compared to the same quarter last year. BNS missed the consensus earnings per share in the 2nd calendar quarter of 2025 by -7.02%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for BNS is 13.23 vs. an industry ratio of 11.20, implying that they will have a higher earnings growth than their competitors in the same industry. Dick's Sporting Goods Inc (DKS)is reporting for the quarter ending April 30, 2026. The retail company's consensus earnings per share forecast from the 8 analysts that follow the stock is $2.87. This value represents a 14.84% decrease compared to the same qua...

TD Cowen周二发布研究报告，将Pembina Pipeline的股票评级从“持有”上调至“买入”，并将目标股价从65加元大幅上调至75加元。该行认为，加拿大能源基础设施行业正迎来更为积极的增长前景，而Pembina作为综合性中游服务商将显著受益。 “新的能源安全范式”驱动增长 TD Cowen分析师Aaron MacNeil在研报中指出，加拿大能源行业正进入一个“有利于增 长和 监管环境改善”的新阶段。Pembina凭借其高度整合的天然气及天然气凝析液价值链，能够在多个环节捕获价值——从天然气加工、管道运输、分馏、仓储、铁路物流到下游市场准入，业务覆盖全链条。 MacNeil表示，随着产量在系统中逐级流转，Pembina可在多个终端实现价值捕获，支持围绕现有基础设施的持续优化和选择性扩张。与此同时，公司还将核心平台延伸至LNG出口、发电及NGL增值计划等相邻领域，这些举措建立在现有业务版图和客户关系基础之上。 分析师认为，这种战略布局有望推动以核心系统利用率和平台有序扩张为驱动的、资本高效的收费型EBITDA增长。 Heartland提取工厂获批，与 陶氏 扩大乙烷供应 此次评级上调恰逢Pembina宣布推进Heartland提取工厂项目。公司于5月25日宣布批准建设该工厂，这是一座日处理能力达7.5亿立方英尺的straddle工厂，旨在根据其在Yellowhead管道上的提取权来分离天然气凝析液。项目预计成本约5.7亿加元，预计于2029年底投入使用。 伴随项目批准，Pembina与陶氏化学更新了乙烷供应协议。根据新协议，Pembina将从Heartland工厂向陶氏供应乙烷，从2029年底开始，到2030年底将增至每日2.25万桶。双方还修订了一项现有供应协议，Pembina将从现有投资组合中，预计于2029年陶氏Path2Zero项目启动时每日供应3.5万桶乙烷。两项合计，Pembina承诺向陶氏供应的乙烷总量达到每日5.75万桶，较原协议增加15%。 Pembina总裁兼首席执行官Scott Burrows表示：“这一结果进一步展示了Pembina为客户寻找双赢解决方案的能力。我们加强了与陶氏的关系，同时推进了Pembina的战略和实现资本高效增长的能力。” 基本面稳健，Q1业绩超预期 Pembina近期基本面同样表现稳健。公司第一季度实现调整后EBI...

Almost two-thirds of fund managers permit some level of “nuclear exposure,” with 34% allowing investments in nuclear weaponry, according to Jefferies Financial Group Inc. ’s fourth-annual ESG and defense survey. The survey finds that many money managers have loosened policies in recent years to become more receptive to defense investments. Still, 38% prohibit holding stakes in companies involved in manufacturing nuclear weapons. “Nuclear is increasingly investable, but it remains the most contentious boundary,” Jefferies analysts wrote in a report published Friday. Where investors permit exposure, they often rely on rule-based constraints tied to alliances or treaties rather than fully endorsing the sector, the analysts said. Most respondents also expect investors to boost allocations to aerospace and defense companies. Jefferies cited clearer policy signals, rising defense spending and the growing importance of dual-use technologies as factors lowering barriers to investment. Read More: Nuclear Weapons Pass ESG Test as War Redefines Ethical Investing Defense stocks have rallied since Russia’s invasion of Ukraine in February 2022, and the number of environmental, social and governace equity funds with exposure to the nuclear-arms industry has steadily risen. The S&P Global 1200 Aerospace & Defense Index has soared 128%, including reinvested dividends, since Russia’s attack, outperforming the 85% advance of the S&P 500 Index. Jefferies surveyed about 60 financial-market specialists, mainly money managers and analysts. Read More: Europe’s Favorite Stock — Rheinmetall AG — Is Getting a Reality Check: Chris Bryant (For more ESG-related news, click TOP ESG .) NEWS ROUNDUP Energy Bets | Investment firms for the world’s ultra-rich broadened their allocations to petroleum, gas and renewable energy companies in the first quarter as the conflict in Iran sent oil prices surging. Read More: Clean Energy Trade Ripe for ‘Smart Money’, Singapore Envoy Says Quarterly Inflows | Glob...

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The lawyer representing a former JPMorgan Chase & Co. vice president in a graphic sexual harassment suit that’s gone viral on social media is trying to withdraw from the case. Daniel Kaiser, who filed the April 27 complaint against JPMorgan and Lorna Hajdini , said Tuesday in a notice to the court that he agreed to be discharged from the case. Kaiser said that his client, Chirayu Rana , would represent himself until he secured new lawyers. But New York state Justice Dakota Ramseur rejected Kaiser’s bid, which came hours before a hearing in the case, as improper. The judge said Kaiser needed to file a formal withdrawal motion. The lawyer’s attempt to exit the case is the latest twist in a suit that’s captivated Wall Street with its lurid allegations. Rana claims Hajdini, an executive director and former colleague in JPMorgan’s leveraged finance group, sexually harassed and assaulted him. He also claims she and others at the bank subjected him to racial discrimination. Kaiser didn’t respond to a voicemail and an email seeking comment. A spokesperson for Rana didn’t have an immediate comment. Hajdini last week countersued Rana for defamation, calling his claims “entirely false” and “malicious.” She said his suit has “ruined her reputation and destroyed her life” by making her the “focal point of countless jokes, memes, and AI-generated images and videos of a persistently vile, degrading, and sexual nature.” JPMorgan has denied Rana’s claims in public statements and in its formal response to his suit last week, saying the allegations were the subject of an internal investigation that found they had no merit. Bloomberg News has previously reported that the bank offered Rana a $1 million settlement, which he rejected. The suit was originally filed on behalf of a John Doe plaintiff, but the judge on Tuesday denied Rana’s request to proceed anonymously. Ramseur said Rana’s identity was already well-known at this point. A number of commentators, including podcast host Joe Ro...

What Happened? Shares of mobile app technology company AppLovin (NASDAQ:APP) jumped 3.6% in the afternoon session after reports indicated a major competitor, Meta Platforms, is not expected to bid on certain mobile advertising traffic, potentially opening up more of the market for AppLovin. According to a research note from Edgewater, Meta is unlikely to pursue non-IDFA traffic on Apple's iOS in the near term. IDFA, or identifier for advertisers, is a tool used to track users for advertising purposes. The change is expected to benefit AppLovin by reducing competition. The positive momentum was also supported by anticipation for the company's upcoming launch of its AXON e-commerce platform in June and the afterglow of a strong first-quarter earnings report that beat expectations. After the initial pop the shares cooled down to $500.67, up 3.9% from previous close. Is now the time to buy AppLovin? Access our full analysis report here, it’s free. What Is The Market Telling Us AppLovin’s shares are extremely volatile and have had 50 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 7 days ago when the stock dropped 2.9% on the news that the 10-year Treasury yield climbed to 4.687%, the highest since January 2025, sharply increasing the discount rate the market applies to long-duration software revenue. Ad-tech names like The Trade Desk, AppLovin, Magnite, and DoubleVerify earn high-margin subscription and take-rate revenue that's heavily weighted toward future years, exactly the kind of cash flow that gets crushed when rates rise. There's also a demand-side fear. The U.S. conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, investors stop debating growth rates and start worrying about oil supply, inflation, and global sta...

JHVEPhoto/iStock Editorial via Getty Images Executive Summary I'll start with the bombshell news: Micron Technology, Inc. ( MU ) briefly crossed the $1 trillion market capitalization mark for the first time, driven by strong AI-related memory demand. Bloomberg Micron Technology stock has had an incredible run, but I do not believe the story is over. Most of the investment community views MU as a traditional, cyclically driven memory company that should be bought during up cycles in DRAM pricing and sold during down cycles. That part of the business still exists, and ignoring it would be foolish. However, it is no longer the only part of the story. Agar Capital, Bloomberg The role of memory within the technological stack is beginning to shift due to advancements in Artificial Intelligence. Many analysts have correctly identified Nvidia ( NVDA ) as the leader in this space. However, a GPU without sufficient fast memory to store the data necessary for processing is essentially a Ferrari that is stuck in heavy traffic. The engine is there, and the horsepower is there, but it is unable to reach its full potential. Micron is more important to me than many investors recognize. Artificial Intelligence does not just require greater computing capabilities; it requires more memory, faster memory, and memory closer to the processor. If you don't have these characteristics, then the efficiency of the entire infrastructure decreases. When a component becomes critical to how a system functions, the market eventually starts to treat the component as anything other than a simple commodity. To me, this is what makes Micron's story around artificial intelligence potentially the most attractive aspect. This story is by far not the loudest of those associated with artificial intelligence or the most dominant headline producer. However, it could lead to increased top-line revenue, improved gross margin percentages, and higher EBITDAs than investors thought possible just a few short years...

据媒体报道， Lyft 正在与美联航进行深入谈判，拟推出一项面向企业客户的差旅福利合作。若协议达成，企业客户在通过美联航预订商务航班的同时，将能够享受Lyft提供的打包地面交通服务及相关优惠，此举将进一步完善两家公司自2025年底启动的战略联盟。 合作背景：从里程互通到深度捆绑 Lyft与美联航的合作伙伴关系始于2025年11月。2026年4月，双方进一步推出了行业首创的“Pay with Miles”功能，允许美联航前程万里会员将累积里程直接用于支付Lyft车费。数据显示，该合作在上线初期便吸引了数十万个账户关联，会员累计赚取了超过1亿里程积分。 目前正在洽谈的企业差旅合作，被视为这一联盟的自然延伸。与面向个人的里程赚取和兑换不同，企业层面的合作将涉及账户管理、集中结算、员工福利包等B端功能。美联航计划于2026年中推出全新的“United for Business”企业奖励计划，以取代现有的PerksPlus项目，此次与Lyft的谈判很可能与该计划的升级同步推进。 企业差旅的最后一英里痛点 对于频繁差旅的企业员工而言，从机场到酒店或办公室的地面交通往往是行程中体验最碎片化的环节。目前的通行做法是：员工通过企业差旅系统预订机票，再单独打开Lyft或Uber叫车，最后手动报销。 若能打通这一闭环，企业客户可在美联航平台上一站式完成机票加用车的打包预订，票价和车费计入同一张企业账单，大幅简化报销流程。Lyft目前已支持与Chroame River、Concur等主流费用管理系统自动对接，这一基础设施为企业级整合扫清了技术障碍。 竞争格局：瞄准商务旅客高价值场景 商务旅客是出行市场中客单价最高、频次最稳定的群体。Lyft在2026年2月的财报中披露，其商务旅行奖励计划的新激活用户数同比增长26%，超过四分之一的订单与合作伙伴计划相关。 美联航方面，其前程万里计划拥有庞大的高频商旅会员基础。若双方企业级合作落地，美联航可将里程奖励从登机到下机延伸至家门到舱门的全链条，而Lyft则可借助美联航的企业客户网络，获取高质量的企业用车订单。 目前谈判仍处于早期阶段，最终条款尚未敲定。若协议达成，预计将与美联航下半年上线的“United for Business”新平台同步推出。 责任编辑：张俊 SF065

Ambre Soubiran, CEO of Kaiko, joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." They discuss the rapid growth of prediction markets and how data is key for the industry's infrastructure. (Source: Bloomberg)

PonyWang/iStock via Getty Images Overview I've grown skeptical of including single-stock-based option ETFs within my portfolio because they tend to have an elevated risk profile. However, the YieldMax TSM Option Income Strategy ETF ( TSMY ) has been an outlier among a sea of single-stock option ETFs that have performed poorly. Therefore, I wanted to assess TSMY to get an understanding of why the fund has performed relatively strongly and what investors should expect going forward. Although TSMY has done well, I want to caution investors because sentiment can change quickly, and this can almost instantly reverse TSMY's positive momentum. Looking at the performance over the last twelve months, we can see that TSMY's share price has remained range-bound and slightly increased by 7.15%. When including all distributions that were paid out to shareholders, the total return jumps up to 85.4% over the same time frame. This can be attributed to TSMY's large dividend yield of roughly ~53% at the time of this writing. New payouts are declared every single week, so the annualized yield may be different based on when you read this article. Data by YCharts The main appeal of TSMY is that the fund issues payouts on a weekly basis, which can be enticing for investors seeking frequent distributions. However, the payout amounts will fluctuate every week based on several different market components. The fund remains vulnerable to a downturn in the semiconductor market, which would threaten the sustainability of TSMY's payouts and increase the risks related to NAV erosion. Although I am optimistic about the outlook for AI and semiconductors, I still wouldn't classify TSMY as a buy at this time. I believe there is an alternative approach that would be more sustainable over a longer holding period. Fund Strategy According to the latest fund overview , TSMY has total net assets of $113M that are committed to a single strategy and process. TSMY implements a synthetic option writing strateg...

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