內地機械人生產商樂動機器人，招股獲逾6,000倍超額認購。 下周一掛牌的樂動機器人，股份公開發售部分錄得約6,706倍超額認購，一手中籤率百分之0.8。國際發售超購約8.5倍。招股價每股26.36元，集資淨額約8億元，主要用於加強視覺感知技術研發，擴展海外客戶群和產能等。

The Trade Desk (NASDAQ:TTD), which provides a self-service, cloud-based ad-buying platform, closed Friday at $23.06, down 1.83%. The stock is sliding after a mixed Q1 2026 report and a wave of analyst downgrades. Investors are watching margin trends and revenue guidance. Trading

雅虎透過發債及借貸，籌集共16億美元，用於被阿波羅全球管理收購時的貸款再融資。 《彭博》報道，雅虎完成一筆7億美元的B類定期貸款，利率較美國基準利率高6.5個百分點，發行價面值為97美仙。另一筆9億美元債券2031年到期，利率達11厘。這兩筆融資的成本，高於阿波羅全球管理於2021年收購雅虎時的債務成本，當時的利率為美國基準利率加5.5個百分點。

Justin Paget/DigitalVision via Getty Images Enphase Energy, Inc. ( ENPH ) was once one of my favored growth stories. But my thesis has previously broken down as the company faced significant headwinds from higher interest rates and unfavorable tax changes to the residential solar market. Investors may be looking at the beaten-down stock and hoping for a violent re-rating higher on a potential recovery. I analyze the math and come to a sobering conclusion that it may be difficult to return to former highs. I reiterate my "N eutral" rating for the stock. ENPH Stock Price I last covered ENPH in March , where I explained why I was downgrading the stock to a "N eutral" rating due to the jump in the share price. The stock has fallen double digits since. Data by YCharts I have been warming up to the potential margin expansion opportunities due to AI for cheap stocks like ENPH, and readers might be wondering if this latest selloff is a timely buying opportunity. ENPH Stock Key Metrics ENPH is a solar company known for its microinverter products. These once were viewed as highly innovative and disruptive, as they were able to offer superior reliability relative to traditional products based on string inverters. For some history, ENPH and SolarEdge ( SEDG ) had been viewed by many to be operating in a duopoly, with ENPH commanding stronger pricing power than the latter due to the latter employing those string inverters. But it looks like that dynamic has changed, with the disruptors becoming the disrupted, as Tesla ( TSLA ) entered the market in a big way during the pandemic with, ironically, a string-inverter-based product. It appears that, as seen in many other industries, scale and price can often overcome apparent technological superiority. 2026 Q1 Presentation This has resulted in heightened volatility amidst an already cyclical macro environment. In the most recent quarter, ENPH generated $282.9 million in revenue, coming in at the low end of guidance of between $270 mi...

格隆汇5月9日｜美国总统特朗普：可能会（在霍尔木兹海峡通航问题上）重拾“自由计划”。可能会是一个“project freedom plus”。

Source: Bloomberg, 8:42

美国总统特朗普8日在白宫对媒体表示，美国可能会恢复旨在疏导霍尔木兹海峡受困船只的“自由计划”行动，并预计当晚会收到伊朗方面对美国所提美伊协议方案的回复。 特朗普称，他认为“自由计划”是个好主意，但“还有其他解决途径”。如果事态没有取得进展，美方可能会重新启动“自由计划”。不过，“那将是‘自由计划升级版’，也就是说，在原有计划的基础上，还会增加其他举措”。（新华社）

If critics still doubt Hong Kong’s economy is ready to roar back, the latest numbers should offer some assurance. The city posted its fastest quarterly economic growth in nearly five years, hitting 5.9 per cent and outpacing the last quarter of 2025 at 4 per cent. Given the external headwinds from conflict in the Middle East to trade friction between the two superpowers and a shaky world economic outlook, the strong performance is rather impressive. However, the question remains whether the city...

Is it Too Late to Buy AMD Stock? The Globe and Mail

格隆汇5月9日｜美国总统特朗普称赞股市上涨，称赞就业数据。

Earnings Call Insights: Concentra Group Holdings Parent, Inc. (CON) Q1 2026 Management view CEO William Newton said the company had “a strong start to the year,” reporting “Total company revenue was $569.6 million in Q1 2026” and noting “Total patient visits increased 6.7% to an average of more than 54,000 visits per day.” Newton tied workers’ compensation strength to operational and commercial execution, saying it reflected “continued improvement of our patient satisfaction,” “implementation of new technologies to help strengthen the account management and retention,” and “enhanced prospecting efforts for new employer customers.” Newton flagged workers’ comp pricing as a potential tailwind, stating, “The California workers' compensation rate increase took effect on March 1, so we anticipate upside to the workers' compensation rate growth over the remainder of the year.” He also said recent acquisitions were tracking ahead of initial expectations: “Integration is complete, performance is strong,” and Concentra is “ahead of our original estimate of transaction multiple” for both Nova and Pivot. Newton announced a leadership transition timeline for the medical organization: “Dr. John Anderson, our Chief Medical Officer since 2014... has announced his well-deserved retirement at the end of the year,” adding, “We are fortunate to have a strong pipeline of both internal and external candidates and will be conducting a thorough evaluation process with the expectation of filling the role in the coming months.” CFO Matthew DiCanio underscored business mix dynamics, saying, “Our Workers' Compensation segment generates significantly higher revenue per visit and contribution margin than our employer services offering,” and emphasizing that “workers' compensation is the primary engine of our business, accounting for approximately 2/3 of our total center revenue.” Outlook DiCanio raised full-year 2026 guidance “given the strong start to the year,” stating the company is “increas...

Source: Bloomberg, 11:21

据伊朗塔斯尼姆通讯社8日报道，伊朗正在制定霍尔木兹海峡相关法律草案。伊朗议会国家安全委员会主席表示，议会已和外交部、港口与海事组织等相关机构召开多次会议，就草案内容进行讨论。待议会复会后，草案将立即提交审议。（新华社）

There is a difference between a stock that pays a dividend and a stock built around the discipline of consistently paying one. The three companies below have structured their entire capital return philosophies around their commitments to grow those dividend checks year after year, through recessions, trade wars, management transitions, and every variety of market chaos. That consistency is the output of durable competitive positions that have earned the right to be viewed as long-term holdings. Target (NYSE: TGT) has paid a dividend every single quarter since it went public in October 1967. This is a streak of 235 consecutive payments. It has raised its payouts for 54 straight years, a record that earns it entry into the exclusive club of Dividend Kings -- companies that have increased their annual payouts for at least 50 consecutive years. The retail giant's stock is down roughly 45% from its 2021 peak and now trades near $129, a level not seen since 2018. Its dividend yield, as a result, has expanded to roughly 3.5%, one of Target's better income entry points in years. The next ex-dividend date is May 13, meaning investors who act this week will receive the June 1 payment. Continue reading

Rackspace’s memorandum of understanding with AMD outlines a governed AI cloud solution for regulated customers, and the company’s next challenge is converting this into customer workloads and recurring managed-cloud revenue.

Rackspace Technology (NASDAQ:RXT), a provider of end-to-end multi-cloud technology services, closed at $5.49, up 55.97%. Shares surged after the company announced an AI cloud infrastructure partnership with AMD focused on governed enterprise AI for regulated customers, and invest

Stock Market Today, May 8: Rackspace Surges on AMD AI Cloud Agreement Yahoo Finance

格隆汇5月9日｜弗吉尼亚州表示将就选区划分裁决向美国最高法院提起上诉。弗吉尼亚州请求州最高法院暂缓敲定选区划分裁决。

Source: Bloomberg, 13:50

CoreWeave (NASDAQ: CRWV) stock took a hit on Friday following the company's latest earnings report. The artificial intelligence ( AI ) data-center specialist's share price fell 11.4% in the daily session. CoreWeave published its first-quarter results after yesterday's market close, posting mixed results. While the company posted sales that came in ahead of expectations, the business posted a wider-than-expected loss. Investors also weren't happy with management's forward guidance. Image source: Getty Images. Continue reading

A Look at Qualcomm Inc (QCOM) After 8.2% Gain -- GF Value $175.93 vs Price $219.09 GuruFocus

Key PointsThe world is in a tense state today, with geopolitical conflicts and inflation both major stressors.

Earnings Call Insights: Reinsurance Group of America (RGA) Q1 2026 Management View "As you've seen from our first quarter results, we delivered a strong start to the year with excellent performance across many regions and businesses." (President, CEO & Director Tony Cheng) "Our focus remains on well-balanced earnings growth, capital allocation and delivering attractive returns over the long term." "Asia Pacific had another strong quarter, driven by ongoing growth and strong execution." (President, CEO & Director Cheng) "We closed a number of notable transactions in the region, particularly in Japan, spanning both in-force and flow deals that includes both asset and biometric risk." "In the U.S., adjusted operating performance was strong, supported by favorable claims experience and the contribution from recent new business." (President, CEO & Director Cheng) "Activity in U.S. individual life remains robust, demonstrating sustained momentum, in large part driven by our strategic underwriting initiatives." "RGA reported pretax adjusted operating income of $611 million for the quarter or $6.97 per share after tax." (Executive VP & CFO Axel Philippe Andre) "For the trailing 12 months, adjusted operating return on equity, excluding notable items, was 16.2%." "We deployed $338 million into in-force transactions in the quarter." (Executive VP & CFO Andre) "We completed $50 million of share repurchases in the quarter, bringing total repurchases to $175 million since we reinstated buybacks in the third quarter of last year." Outlook "As a reminder, for 2026, we are assuming a 7% variable investment income return." (Executive VP & CFO Andre) "This is below our longer-term expectations of 10% to 12%, primarily due to a still muted environment for real estate sales." "We intend to remain opportunistic with share repurchases and expect total shareholder return of capital to range between 20% to 30% of after-tax operating earnings over the long term." (Executive VP & CFO Andre) "...

美軍繼襲擊伊朗的軍事設施後，再有針對伊朗的行動，向兩艘試圖突破封鎖的伊朗運油輪開火。美國國務卿魯比奧表示，希望於當地周五收到，伊朗對最新和談方案的回應。伊朗就重申正審閱備忘錄，仍然未能夠回覆。 美國國防部發放的片段顯示，美軍周五以精確制導武器，攻擊兩艘懸掛伊朗國旗，沒有載貨的運油輪。美國中央司令部於社交媒體發聲明表示，是為執行封鎖令而襲擊這兩艘運油輪，指兩艘船當時正試圖駛入阿曼灣一個伊朗港口，於是美軍開火，使這兩艘船喪失航行能力。 美國國務卿魯比奧表示，美方期望伊朗能夠在周五，就總統特朗普早前透過巴基斯坦，向伊方提出的14點備忘錄給予答覆。他又稱，伊朗正試圖控制霍爾木茲海峽，指這是不可接受，且威脅全球安全。他促請歐洲盟友對伊朗採取實質行動。 魯比奧又透露，華府正嘗試透過外交途徑，包括向聯合國安理會提交決議草案，以維護在霍爾木茲海峽的航行自由。 美國傳媒引述消息人士報道，副總統萬斯周五在華盛頓會晤卡塔爾首相兼外交大臣穆罕默德，討論雙方關係和伊朗局勢，重點關注液化天然氣市場和區域穩定。美國新聞網站Axios引述美國官員指，卡塔爾一直扮演著，美國與伊朗之間的區域調解人角色。 對於美方要求伊方，周五就美方的備忘錄給予答覆，伊朗媒體周五報道，伊朗外交部發言人表示，伊方仍然在權衡，應如何回應美方提交的方案。 伊朗外長阿拉格齊指責美國，指每當有可能透過外交途徑解決問題時，美方就會採取魯莽的軍事行動。他又重申，伊朗人絕對不會屈服於壓力。 阿聯酋國防部周五表示，阿聯酋防空系統攔截到，來自伊朗的2枚彈道導彈及3架無人機，3人受傷。阿聯酋指，軍方已做好準備應付各種威脅，並維護國家主權、安全和穩定。