Canaccord raised its price target on Hut 8 (NASDAQ:HUT) stock to $130 from $70, keeping its Buy rating. The price target hike, delivered May 7, nearly doubles the firm’s prior valuation and reflects the company’s accelerating pivot from Bitcoin mining to AI data center infrastructure. A near doubling from a single firm ranks among the ... Canaccord Just Nearly Doubled Hut 8 Price Target to $130 on AI Data Center Pivot

Nuts and Bolts AI Play Gains Momentum: Astera Labs Targets Raised MarketBeat

受独栋住宅建设大幅攀升提振， 美国 3 月建筑支出迎来反弹 ，但高企的抵押贷款利率或将限制后续上涨空间。 美国商务部人口普查局周四公布数据，3 月建筑支出环比上升 0.6% ，2 月为下滑 0.2%。路透社调查经济学家此前预期 3 月仅增长 0.2%。 3 月建筑支出 同比上涨 1.6% 。受去年美国政府停摆影响，相关数据发布一度延迟，目前人口普查局已完成建筑支出数据的补发布工作。 3 月私人建筑项目支出环比增长 0.8% ，2 月曾小幅回落 0.2%；住宅建筑投资上升 1.7%，2 月微降 0.1%；其中 新建独栋住宅项目支出飙升 2.7% 。 美伊冲突持续推升通胀，令抵押贷款利率维持高位；同时关税政策也推高建筑企业成本。美国住宅投资已 连续五个季度下滑 。占住房市场份额较小的多户住宅项目，3 月支出小幅上涨 0.3%。 办公楼、工厂等 私人非住宅建筑支出 3 月环比下降 0.2%。尽管为支撑人工智能发展，数据中心建设热潮高涨，但非住宅建筑投资仍 连续九个季度萎缩 ，创下有记录以来最长低迷周期。 公共工程项目投资 3 月下滑 0.2%，2 月降幅为 0.3%。其中州及地方政府建筑支出微降 0.1%，联邦政府项目支出大幅下跌 2.6% 。 责任编辑：郭明煜

The Defiance Daily Target 2X Short SMCI ETF (NASDAQ:SMCZ) exists for one job: deliver negative two times the daily price move of Super Micro Computer. Traders use it to press a short-term bearish view on a single AI-server name without borrowing shares or paying short-rebate fees. It is a tactical instrument, sized for hours and ... SMCZ Faces Unlimited Loss Risk as SMCI Reports Earnings Today After Close

格隆汇5月7日｜亚马逊周四宣布，旗下药房将在自助取药站上架诺和诺德公司的Ozempic口服药，用于治疗2型糖尿病，并为该药物提供当日送达服务。目前，亚马逊在美国约有一半的客户可享受当日送达服务，所有客户均可在四天内收到所订购的药物。亚马逊将为约3000个地点提供Ozempic的当日送达服务，并计划在年底前将覆盖范围扩展至4500个地点。

whyframestudio/iStock via Getty Images Recent advances in AI are complicating the exit outlook for private equity firms with long-held portfolio companies that operate in the software industry. More than 27% of active private equity portfolio companies in North America's software industry as of April were businesses acquired at least five years earlier, according to the " Private Equity Harvest Report 2026 " from SPS by With Intelligence. About 11% were acquired seven or more years ago, well beyond the point when a private equity fund manager typically seeks to exit a portfolio company investment through a sale or IPO and return profits to the fund's limited partners. The median hold time for North America-based private equity portfolio companies at exit was 5.4 years as of the fourth quarter of 2025 and just five years in the technology sector, which includes the software industry, according to With Intelligence data. Owners of software portfolio companies preparing for exit in 2026 must contend with diminished tech-sector deal activity and unanswered questions around AI's potential to undermine software company business models and valuations, said Scott Denne, a senior financial research analyst at 451 Research from S&P Global Energy Horizons. "The holding periods are longer, and they're going to get longer because there effectively isn't an exit market for these companies," Denne said. Public market signals Concerns about AI's impact on the software sector escalated earlier in 2026 in a rout of software stocks, with the S&P North American Technology Software Index shedding 27.73% of its value between Jan. 1 and April 10 before partially recovering. As of May 4, the index was down 14.03% for the year, a period when the S&P 500 gained 4.99%. The declines reflect uncertainty about how AI might disrupt software revenue streams, including seat-based licensing models that charge per user. Now that some of those human users may be replaced by AI agents, software-as-a-se...

Manoj Madusanka/iStock via Getty Images Market Review Equity performance was broadly negative across developed and emerging markets. Heightened geopolitical tensions involving Iran, and the subsequent spike in oil prices, weighed on risk sentiment despite resilient, albeit slowing, global growth and moderating inflation. The S&P 500® Index declined 4.33% for the quarter. Within the index, 6 of the 11 Global Industry Classification Standard ((GICS®)) equity sectors finished in positive territory, led by energy and materials. Our outlook for global natural resources remains constructive, driven by structural and cyclical factors that support long-term demand. Quarterly Performance BNY Mellon Natural Resources Fund (Class A at (NAV) returned 24.60% during the first quarter of 2026. In comparison, the fund's broad-based benchmark, the S&P 500 Index ((the "Index")), returned -4.33% for the same time period. The S&P Global Natural Resources Index, which more closely reflects the fund's composition, returned 19.84% during the same time period. Average Annual Total Returns (3/31/26) Share Class / Inception Date 3 Month YTD 1 Year 3 Year 5 Year 10 Year Class A (NAV) / 10/31/03 24.60% 24.60% 49.57% 14.48% 18.59% 14.22% Class A ((5.75% max. load)) 17.43% 17.43% 40.97% 12.24% 17.19% 13.55% Class I (NAV) / 10/31/03 24.66% 24.66% 49.93% 14.76% 18.87% 14.52% S&P 500 Index -4.33% -4.33% 17.80% 18.32% 12.06% 14.16% S&P Global Natural Resources Index 19.84% 19.84% 45.06% 13.82% 12.87% 12.12% Click to enlarge The performance data quoted represents past performance, which is no guarantee of future results. Share price and investment return fluctuate, and an investor's shares may be worth more or less than original cost upon redemption. Current performance may be lower or higher than the performance quoted. Performance for periods less than 1 year is not annualized. Go to BNY Investments for the fund's most recent month-end returns. Returns assume the reinvestment of dividends and capit...

格隆汇5月7日｜包括美国在内的19个世界贸易组织成员，在已到期的电子商务关税协议陷入僵局且未能得到解决后，内部达成了不对电子商务征收关税的共识。

財新網：一艘中國船東擁有的油輪，日前在霍爾木茲海峽遭襲擊起火。

UBS just turned more bullish on one of the airline industry’s premium-strategy poster children. The firm raised its price target on Delta Air Lines (NYSE:DAL) stock to $95 from $86 and reiterated a Buy rating, pointing to a margin and earnings trajectory that looks structurally different from past airline cycles. For prudent investors, the call ... UBS Just Hiked Delta Air Lines Price Target to $95: Premium Cabin Strategy Targets $13 EPS

Earnings Call Insights: Madison Square Garden Entertainment (MSGE) Q3 fiscal 2026 Management view "We're now in the final stretch of fiscal 2026, and I'm pleased to say that demand for our live entertainment offerings remain strong." (Executive VP & CFO David Collins) "For the company's fiscal third quarter, we generated revenues of $246 million and adjusted operating income of $46 million." (Executive VP & CFO David Collins) "Looking ahead, we expect to close out fiscal '26 on a positive note, led by a significant increase in the number of concerts at the Garden in our fiscal fourth quarter compared to last year." (Executive VP & CFO David Collins) "What's especially encouraging is that we already see this momentum carrying into fiscal '27 with our concert calendar filling up, including Harry Styles 30-night residency at the Arena and the 2026 Christmas Spectacular production currently on sale." (Executive VP & CFO David Collins) "During the quarter, our venues welcomed over 1.4 million guests at more than 165 events" and "we continue to see the vast majority of concerts at our venues sell out." (Executive VP & CFO David Collins) "The show's 92nd holiday season concluded in January with a record-setting run, generating approximately $195 million in total revenues across 215 paid performances" and "sales for the 2026 holiday season are now underway." (Executive VP & CFO David Collins) "As of March 31, we had $323 million of unrestricted cash" and "our debt balance at quarter end was $587 million." (Executive VP & CFO David Collins) Outlook "We expect to close out fiscal '26 on a positive note, led by a significant increase in the number of concerts at the Garden in our fiscal fourth quarter compared to last year." (Executive VP & CFO David Collins) "We remain on track to deliver robust full year growth in revenue and AOI." (Executive VP & CFO David Collins) "At this stage, we have substantial visibility into the September quarter, where we are pacing well ahead at t...

Earnings Call Insights: The Carlyle Group (CG) Q1 2026 Management view “We wrapped up another strong quarter, headlined by record U.S. buyout realizations, high level of inflows, fee-related earnings of $300 million and a 47% margin.” (CEO & Director Harvey Schwartz) “We closed a first-of-its-kind investment solution anchored by a $5 billion commitment secured for our next vintage U.S. buyout fund.” (CEO & Director Schwartz) “It’s important to note that we haven’t launched fundraising for the next U.S. Buyout Fund that will come later this year.” (CEO & Director Schwartz) “Realizations were more than $12 billion.” (CEO & Director Schwartz) “Deployment was $10 billion in the quarter, and we also announced 2 large transactions that will close in the coming months, the $8 billion carve-out of the coatings business from BASF and a $3 billion acquisition of MAI Capital Management.” (CEO & Director Schwartz) “On inflows, we had a great start to the year, attracting $13 billion of new capital.” (CEO & Director Schwartz) “In Carlyle AlpInvest, we raised nearly $7 billion in the quarter.” (CEO & Director Schwartz) “In Global Credit, we raised $4 billion in the quarter.” (CEO & Director Schwartz) “In the first quarter, we generated distributable earnings of $327 million or $0.89 per share.” (Chief Financial Officer Justin Plouffe) “Fund management fees were $545 million, up 4% year-over-year.” (CFO Plouffe) Outlook “We entered the second quarter with strong momentum.” (CFO Plouffe) “Dry powder of $96 billion is a record and up 13% year-over-year.” (CFO Plouffe) “We see a clear path to $200 billion of inflows, $1.9 billion in fee-related earnings and $6 or more per share in DE by the end of 2028.” (CFO Plouffe) “We fully expect to achieve or exceed each of these goals.” (CFO Plouffe) “As you would expect, 2 months after the shareholder update, we remain quite confident that we will reach or exceed the targets we laid out for you in February.” (CEO & Director Schwartz) In the p...

Earnings Call Insights: Tapestry (TPR) Q3 2026 Management View "Our standout third quarter reflects the compounding benefits of our Amplify strategy" and "this outperformance allowed us to confidently increase our outlook for the year," said President, CEO & Director Joanne Crevoiserat. "We built emotional connections with consumers acquiring over 2.4 million new customers globally in the quarter, driven by an increase in Gen Z" and "we delivered double-digit gains in North America, Greater China and Europe, significantly outpacing the industry and growing market share in each of these regions," said CEO Crevoiserat. "The brand delivered another exceptional quarter with constant currency revenue growth of 29% and increasing profitability" and "Coach welcomed 2 million new customers to the brand," said CEO Crevoiserat. She added that Coach’s core leather goods saw "unit volumes increasing over 20% and AUR growing at a low double-digit rate," with "North America, up 27%; Greater China, rising 58%; and Europe, increasing 27%." "Our actions to strengthen the brand for long-term sustainable growth are underway" at kate spade, where "revenue declined 11%" and results included "pressure from our strategic pullback in promotions at retail," said CEO Crevoiserat. "In Q3, our revenue, operating income, earnings and free cash flow outperformed our expectations" and "our third quarter EPS of $1.66" was cited as having "grew 62% over the prior year," said CFO & COO Scott Roe. Outlook "We are raising our full year guidance, incorporating our third quarter outperformance, along with a stronger outlook for the fourth quarter," said CFO Roe. "For the fiscal year, we now expect revenue to be in the area of $7.95 billion" and "we now expect EPS to be in the area of $6.95," said CFO Roe. "For Q4 specifically, our guidance embeds pro forma revenue growth of low double digits" and "Q4 EPS is forecasted to be approximately $1.20," said CFO Roe. Compared with last quarter’s guidance langua...

波音股价短线拉升，涨幅扩大至2.8%。

格隆汇5月7日｜ST文峰(601010.SH)公告称，公司控股股东江苏文峰集团正在筹划股份转让事宜，可能导致公司控制权变更。公司股票自2026年5月8日起停牌，预计停牌时间不超过2个交易日。

Micron’s Record-Breaking Rally Spurs Hedging as Samsung Joins $1 Trillion Club: Options Chatter Moomoo

Hormuz To Year-End: Bullish Or Bearish? With hopes of a permanent truce being continually undermined by minor skirmishes and blockade infringements, it remains unclear whether this war is close to ending. And while oil prices gyrate from one Trump Truth post to the next, two weeks of Brent above $100/barrel (only just inching below as of this morning) suggests the market is not buying into the quick resolution narrative. Though it is worth asking the question, what if the peace talks are truly different this time? Joining ZeroHedge tonight at 7pm ET to answer what a post-Hormuz reopening means for markets will be former Morgan Stanley chief investment officer Adam Parker , who now runs Trivariate Research, and Michael Pento of Pento Portfolio Strategies . Parker and Pento will be hosted by Adam Taggart , founder of Thoughtful Money and regular ZH moderator. Context: The U.S. and Iran are reportedly close to a preliminary peace agreement that would reopen the Strait of Hormuz, ease shipping restrictions, and begin a broader 30-day negotiation process. Reuters and Axios reported the draft framework could be finalized within days. President Trump paused “Project Freedom,” the U.S. naval operation escorting ships through Hormuz, specifically to give diplomacy room to advance. Officials described the move as a confidence-building step tied directly to ongoing negotiations. Markets reacted as if a breakthrough is increasingly likely. Oil prices plunged 7%+ yesterday on the reports. A potential wrench in the works, Israel remains eager to continue striking Tehran and claims it did not know Trump and the Iranians were ‘close’ to a deal. Israel has also continued bombing Lebanon despite President Trump’s April 17 demand that they stop. Even assuming the best case scenario of an imminent reopening, baked-in supply disruptions may be sufficient to trigger a recession later in the year. UBS projects US headline CPI will rise to 4.44% in May, driven by a sharp 12% increase in ga...

$Qualcomm (QCOM.US)$ i am out but still bullish to break 220 in next month Moomoo

【ST文峰：控股股东筹划控制权变更，股票停牌】金十数据5月7日讯，ST文峰公告，公司于2026年5月7日收到控股股东江苏文峰集团有限公司通知，控股股东正在筹划公司股份转让事宜，该事项可能导致公司的控制权变更。经公司向上海证券交易所申请，公司股票自2026年5月8日开市起停牌，预计停牌时间不超过2个交易日。