格隆汇4月23日｜甲骨文(ORCL.N)：随着公司为满足日益增长的客户需求而扩展人工智能基础设施，位于阿比林等地的设施已投入运营，同时新园区项目仍在按计划推进。

Inspired Entertainment ( INSE ) announced on Wednesday that it has been approved by the Alberta Gaming, Liquor and Cannabis Commission and obtained registration as an iGaming Goods or Services Supplier—Critical Gaming Systems. The company said the approval positions it to support operators in Alberta when the regulated iGaming market launches and help strengthen its presence across North America. Notably, Alberta will become only the second Canadian province to introduce a regulated commercial online casino and sports betting market, with a planned launch date in Q3. Inspired Entertainment ( INSE ) is already active in the province through its partnership with Play Alberta, the government-run iGaming platform. It was noted that the Play Alberta live experience gives the company valuable insight into the market, the regulatory environment, and player preferences. Shares of Inspired Entertainment ( INSE ) are down 24.4% on a year-to-date basis. More on Inspired Entertainment Inspired Entertainment: Free Optionality In Strata Inspired Entertainment, Inc. 2025 Q4 - Results - Earnings Call Presentation Inspired Entertainment, Inc. (INSE) Q4 2025 Earnings Call Transcript Inspired Entertainment launches its premium iGaming portfolio in South Africa Virtual sports are a pretty safe bet for sportsbooks

格隆汇4月23日｜甲骨文(ORCL.N)：正在美国多个州快速推进数据中心基础设施的扩建，其中密歇根州、得克萨斯州和威斯康星州的关键项目均按计划进展顺利。

Earnings Call Insights: Annaly Capital Management (NLY) Q1 2026 Management View "We delivered an economic return of 1.5%, reflecting the strength of our diversified housing finance platform across a volatile market backdrop." (CEO David Finkelstein) "We generated $0.76 of earnings available for distribution per share" and "were able to raise approximately $510 million of common equity through our ATM in Q1," with "the majority of capital raise" deployed into Residential Credit and MSR, lifting combined capital allocation "from 38% to 44% at the end of the quarter." (CEO Finkelstein) "In our Agency portfolio, specifically, we ended the quarter at $92 billion in market value" and "Agency" represented "56% of the firm's capital," as the company "opportunistically repositioned the portfolio" by "rotating down in coupon from 6s into 4.5% TBAs." (CEO Finkelstein) "We acquired $6.7 billion in whole loans in the quarter" and "our lock volume was very strong at $7.4 billion, a 16% increase quarter-over-quarter and 41% increase year-over-year," while the OBX platform "settled 8 securitizations for $4.7 billion" and "subsequent to quarter end, we priced an additional 4 securitizations" for "12 transactions" totaling "$6.6 billion year-to-date." (CEO Finkelstein) "During the quarter, we committed to purchase $24 billion in principal balance or roughly $388 million in market value of MSR" and management said it was "the second largest buyer of conventional MSR in the first quarter" and is "ranked as the fifth largest nonbank conventional servicer." (CEO Finkelstein) "As of March 31, 2026, our book value per share decreased by 1.9% from the prior quarter to $19.82" and "earnings available for distribution per share increased by $0.02 to $0.76 per share and exceeded our quarterly dividend." (Chief Financial Officer Serena Wolfe) Outlook "We believe each of our investment strategies is well positioned to deliver attractive risk-adjusted returns through the remainder of the year" an...

Earnings Call Insights: Elevance Health (ELV) Q1 2026 Management View "In the first quarter, our performance exceeded expectations, driven by underlying business strength, along with ACA seasonality and nonrecurring investment income." (President, CEO & Director Gail Boudreaux) "That is why we are raising our full year adjusted diluted earnings per share guidance to at least $26.75." (President, CEO & Director Boudreaux) "We've realigned our leadership structure to strengthen coordination between health benefits and Carelon." (President, CEO & Director Boudreaux) "We are embedding and scaling AI across clinical, operational and administrative workflows where it can have direct measurable impact." (President, CEO & Director Boudreaux) "By combining CareBridge and our care at home capabilities into a single risk-based solution, we are driving higher engagement and stronger clinical outcomes." (President, CEO & Director Boudreaux) "We are addressing rapid growth in ABA therapy through rigorous clinical oversight." (President, CEO & Director Boudreaux) "We remain on track to achieve an operating margin of at least 2% in 2026." (President, CEO & Director Boudreaux) "Importantly, this matter does not affect our outlook or how we serve our members." (President, CEO & Director Boudreaux) "Elevance Health reported first quarter adjusted diluted earnings per share of $12.58, which exceeded our expectations." (Executive VP & CFO Mark Kaye) "We recognized approximately $1 per share from nonrecurring valuation adjustments within net investment income." (Executive VP & CFO Kaye) Outlook "We are raising our full year 2026 adjusted diluted earnings per share guidance to at least $26.75." (Executive VP & CFO Kaye) "In 2027, we expect to return to at least 12% adjusted EPS growth off of our revised 2026 earnings baseline of $25.75." (Executive VP & CFO Kaye) "We anticipate our second quarter earnings per share to be approximately 23% of our revised full year guidance." (Executive VP ...

Source: Bloomberg, 5:38

【有線新聞】宏福苑宏昌閣、宏仁閣首日開放居民上樓執拾。 獲安排上樓的居民陸續抵達登記中心，繼宏新閣後，第二階段有兩幢大廈同時開放。宏仁閣開放三日，大火中損毀最嚴重的宏昌閣預計開放六日，每日只會開放五層。政府解釋，考慮到宏昌閣遇難人數較多，居民需要更多支援，一般住戶每戶有一名警員陪同上樓。有成員罹難的單位隨行警員會增至兩名，亦會有臨床心理學家及社工，並可按需要增派人手。 政務司副司長卓永興又指會安排有需要居民第二次上樓。卓永興：「已經有600個住戶跟我們說是會再次上樓，我們是會安排的。如果今日上樓的居民上去後，就算之前未有表示，可以跟一戶一社工說，我們會積極安排。

Plug Power (NASDAQ: PLUG) , a developer of hydrogen charging technologies, trades at just over five times this year's sales. Yet analysts expect its revenue to grow at a 17% CAGR from 2025 to 2028, with its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) turning positive in the final year. Its stock would also need to more than double to reach Wall Street's highest price target of $7.00 -- which Craig-Hallum's Eric Stine set earlier this year. Therefore, the bulls might argue that Plug Power's stock -- which has already rallied nearly 260% over the past 12 months -- still looks like a bargain in this choppy market. However, investors should keep a few things in mind before hopping aboard the bandwagon. Image source: Getty Images. Continue reading

Aehr Test Systems is a small AI stock that is seeing a rapid increase in demand. An AI hyperscaler just awarded the firm its largest order ever.

Jeb Hensarling, the former US representative who is now an adviser to the Texas Stock Exchange, says the first initial public offerings on the startup bourse may come in 2027's first quarter. (Source: Bloomberg)

Cursor Traditionally the way an initial public offering works is that there is a private company, and it wants to sell its stock to public investors, so it goes out and markets itself to those investors. Along with its bankers and lawyers, the company writes a prospectus explaining its business. The prospectus will contain some standard sections: often a manifesto from the company’s founder setting out its vision and guiding philosophy, an overview of its business and the competitive landscape, a discussion of its financial results. There will be audited historical financial statements going back several years, and risk factors explaining what might go wrong. There will also normally be a roadshow, in which the company and its advisers present the company to investors in meetings or over Zoom. The roadshow presentation will hit some of the same notes as the prospectus, though it will probably be more forward-looking, more about how much money the company will make next year than how much it made last year, more about plans than about risks. Research analysts at the company’s banks will explain their — preferably optimistic — views on the company to potential investors. Salespeople at the banks will call their customers to sell them stock. SpaceX, Elon Musk’s satellite internet, rocket launch, space data center, Mars colonization, frontier AI model and social media company, plans to do an IPO sometime soon, possibly in June. On the one hand, this seems like a complicated job: As I hinted in the previous sentence, it is not easy to describe what SpaceX does, what its guiding philosophy is, how it makes money, what risks it faces, or what businesses it competes in. What are the EBITDA margins on the space data centers? What sorts of contingent liabilities does the Mars colony face? The prospectus — essentially conservative and backward-looking — will not capture the true meaning of SpaceX; presumably it will barely mention the Mars colonies or space data centers, which...

JHVEPhoto/iStock Editorial via Getty Images Freddie Mac ( FMCC ) said on Wednesday that it will begin accepting mortgage loans assessed using the credit scoring model VantageScore 4.0. The move will initially be implemented through a limited rollout with approved lenders. Additionally, similar implementation efforts are underway for FICO Score 10T, another approved credit score model. Approved lenders can choose between VantageScore 4.0 or Classic FICO through a tri-merge credit report for originating new mortgage loans and for loans submitted to Freddie Mac's automated underwriting system, Loan Product Advisor. Lenders not participating in the limited rollout must continue to use Classic FICO scores from each bureau through a tri-merge credit report. "With today's announcement, we are accepting a credit score model that incorporates additional data, including on-time rent payment history," said Freddie Mac's executive vice president and head of single-family acquisitions, Sonu Mittal. More on Freddie Mac Tracking Bill Ackman's Pershing Square 13F Portfolio - Q4 2025 Update Federal Home Loan Mortgage Corporation (FMCC) Q4 2025 Earnings Call Prepared Remarks Transcript Michael Burry pushes back on housing shortage narrative, calls for GSE reform "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict Seeking Alpha’s Quant Rating on Freddie Mac

Microsoft (MSFT) Enhances Cybersecurity with Advanced AI Solutio GuruFocus

Apple announced that longtime CEO Tim Cook will step down on September 1, 2026 to become executive chairman, with 25-year company veteran and hardware engineering leader John Ternus taking over as the company’s third chief executive since 1997. The move, paired with Johny Srouji’s promotion to chief hardware officer, signals a renewed emphasis on tightly integrated hardware and custom silicon at a time when Apple is under pressure to define its role in artificial intelligence and...

Apple’s Leadership Shift Toward Hardware and AI Might Change The Case For Investing In Apple (AAPL) Yahoo Finance

UK financial sector prepared for Mythos and others, says BoE co-chaired group Reuters

Micron Backs MATCH Act As Policy Becomes Key To Memory Valuation Yahoo Finance

Micron Technology (NasdaqGS:MU) is publicly backing stricter U.S. export controls on advanced memory chips to China. The company is promoting the proposed MATCH Act, which targets competitive pressure from Chinese memory chip manufacturers. This policy push is aimed at reshaping how U.S. memory technology is shared and traded globally. Micron is a major U.S. producer of DRAM and NAND memory, supplying key components for data centers, AI hardware, and consumer devices. As Chinese firms...

Google, part of Alphabet (NasdaqGS:GOOGL), introduced its new TPU 8t and TPU 8i AI chips at Cloud Next, alongside a unified Gemini Enterprise Agent Platform. The company also launched a US$750 million fund aimed at speeding up enterprise adoption of AI agents. Google Cloud revealed new partnerships with Deloitte, Salesforce, Merck, Ulta Beauty, Oracle, and others to bring agentic AI tools into real world business operations. Alphabet, through Google Cloud, is pushing deeper into the AI...

SRXH 8-K及美國證券交易委員會申報文件 Yahoo 財經

Traders notched up record volumes in one narrow corner of the US interest-rate futures market this week, betting on a spread that reflects potential swings in overnight lending markets. One side of the trade involves futures tied to the Secured Overnight Financing Rate — a benchmark rate based on the cost of borrowing against Treasury securities — while the other references the effective fed funds rate, the weighted average of overnight rates. The spread between the two can be traded in the derivatives market via one-month contracts. The July one-month SOFR-fed funds basis traded in a record total of 56,590 futures on Tuesday. Other tenors including June and May also saw elevated activity, with focus on spread buying. The flurry of trades — which were previously popular during last year’s money market pressures — is largely driven by expectations that funding conditions could shift again. The Federal Reserve plans to reduce monthly purchases of Treasury bills it launched to alleviate the strains just as Treasury resumes building up its own cash pile. Treasury’s outlook for bill supply is a key focus around the trade and further reductions create an imbalance between cash and collateral in the market for repurchase agreements, resulting in lower SOFR fixes. Citigroup strategist Alejandra Vazquez Plata said in a note earlier this week that the SOFR-fed funds basis – currently trading negative across all tenors – could become positive later this month and into early May. Treasury is expected to begin increasing T-bill auction sizes “over the coming weeks” given the Treasury General Account tends to shrink on the back of Treasury outflows over the month of May, Vazquez Plata wrote. “Since Treasury guided towards a $900 billion TGA balance for the end of June, T-bill size increases will be needed to support this target level,” she said. Funding costs have drifted lower this year due to the combination of the Fed’s T-bill purchases used to bolster the amount of bank reser...

格隆汇4月23日｜据多位知情人士和英国金融时报看到的一份文件显示，为应对中东危机以巩固能源供应，欧盟正考虑放弃其对北极地区新油气钻探的反对立场。自2021年以来，欧盟一直以环境为由推动国际社会禁止新的油气钻探，但现在正权衡放弃这一提议。这一立场转变可能是欧盟定于秋季前完成的北极政策审查的一部分，但他们也提醒说，讨论仍处于早期阶段。欧盟2021年提出在北极地区“推动将石油、煤炭和天然气留在地下”的目标，英国金融时报看到的文件里面承认，在争取国际伙伴支持暂停新钻探方面“没有取得任何进展”，且欧盟委员会希望评估2021年提案的“可能替代方案”。政策逆转将使非欧盟成员国挪威受益最大。挪威是继俄罗斯之后北极油气工业开发第二活跃的国家。作为西欧最大的石油生产国，挪威自2022年以来已成为欧盟越来越重要的天然气供应国，并将自己定位为欧盟首选的供应国。