Xbox leadership shifts strategy as Microsoft scales back AI assistant plans for gaming platforms

樓市轉勢，物業短炒獲利個案增加，有代理指投資者入市比例增加，有學者則形容，樓市已出現輕微炒風。 樓市自去年中開始轉勢，截至今年3月底，已連升10個月，累積反彈逾百分之9，除了二手業主受惠，也為短炒投機活動提供更多空間。 有代理指，注意到新盤買家投資比例增加，由過往兩、三成升至五成，而樓價升勢加快，也促使打算收租的買家提早賣樓止賺。 美聯物業高級董事布少明稱︰「有部分投資者之前買入長線收租，但到第1季利潤已有一、兩成，甚至個別樓盤賺兩成多、三成，已達到心目中利潤，不用再收租，直接賣出獲利。我相信今年投資者入市情況較去年更激烈，去年市況差，即上半年時，一般新盤投資者僅佔約兩、三成，但近日看到投資者於新盤已佔三成，收租回報率特別高的市區樓盤有時投資者佔五成。」 代理統計數據也顯示，投機個案顯著增加。私樓短炒個案，即買入單位後不足1年就沽出，上季有512宗，按季升1.1倍、按年升3.6倍，當中八成六、即443宗有錢賺，連升8季兼創「撤辣」後新高，較去年同期多6倍。 有學者認為，樓市已出現輕微炒風，不過情況仍算受控，短期內重推「辣招」可能性不大。 經濟學者李兆波表示︰「我覺得是有炒風，但未至於瘋狂地步，但一直這樣傳下去，若最後買家是用家，我覺得問題不大，但一直傳下去均為炒家，那就相當危險。物業始終也是作住用，不應用來炒賣，大家不要忘記，雖然政府短期內推出一些稅務措施機會不大，但中央政府會否有另外的看法，令政府突然間推出措施，令我們措手不及？」 面對投機氣氛升溫，李兆波提醒，市民入市前要做好風險管理。

樓市轉勢，物業短炒獲利個案增加，有代理指投資者入市比例增加，有學者則形容，樓市已出現輕微炒風。 樓市自去年中開始轉勢，截至今年3月底，已連升10個月，累積反彈逾百分之9，除了二手業主受惠，也為短炒投機活動提供更多空間。 有代理指，注意到新盤買家投資比例增加，由過往兩、三成升至五成，而樓價升勢加快，也促使打算收租的買家提早賣樓止賺。 美聯物業高級董事布少明稱︰「有部分投資者之前買入長線收租，但到第1季利潤已有一、兩成，甚至個別樓盤賺兩成多、三成，已達到心目中利潤，不用再收租，直接賣出獲利。我相信今年投資者入市情況較去年更激烈，去年市況差，即上半年時，一般新盤投資者僅佔約兩、三成，但近日看到投資者於新盤已佔三成，收租回報率特別高的市區樓盤有時投資者佔五成。」 代理統計數據也顯示，投機個案顯著增加。私樓短炒個案，即買入單位後不足1年就沽出，上季有512宗，按季升1.1倍、按年升3.6倍，當中八成六、即443宗有錢賺，連升8季兼創「撤辣」後新高，較去年同期多6倍。 有學者認為，樓市已出現輕微炒風，不過情況仍算受控，短期內重推「辣招」可能性不大。 經濟學者李兆波表示︰「我覺得是有炒風，但未至於瘋狂地步，但一直這樣傳下去，若最後買家是用家，我覺得問題不大，但一直傳下去均為炒家，那就相當危險。物業始終也是作住用，不應用來炒賣，大家不要忘記，雖然政府短期內推出一些稅務措施機會不大，但中央政府會否有另外的看法，令政府突然間推出措施，令我們措手不及？」 面對投機氣氛升溫，李兆波提醒，市民入市前要做好風險管理。

(RTTNews) - The Carlyle Group Inc. (CG) on Thursday reported a loss for the first quarter compared with a profit last year, driven mainly by a large investment loss.

McSweeney was the prime minister's chief of staff in October 2025 when his government phone was stolen in London.

MikeMareen/iStock via Getty Images Investment thesis Taylor Devices (NASDAQ: TAYD ) has entered an uncertain phase after several years of strong growth, with declining backlog and weaker visibility raising legitimate concerns about future demand. In that sense, I don't think the market is reacting irrationally to the recent results, but I also believe that the underlying business still appears fundamentally solid, supported by its exposure to aerospace and defense markets with favorable long-term trends. While the next few quarters will be important to monitor, I believe the recent sell-off has made the valuation attractive enough to support an initial Buy rating. What does Taylor Devices do? Taylor Devices operates in a very specific niche of the industrial and aerospace market, which I think partly explains why the company remains little known and small (around $180M market cap) despite having been operating since the 1950s and has mora than 10,000 projects around the world. The niche products I'm referring to are motion control and energy dissipation systems, basically designed to absorb EXTREMELY high mechanical forces. This is why they're commonly used in earthquake-resistant buildings, large bridges, military aircraft, defense systems or complex industrial machinery where reliability is far more important than cost. In fact, the company seeks to create products so solid that they require no maintenance whatsoever. Taylor Devices shock absorbers (Taylor Devices) In recent years, the company focused on the Structural segment and its seismic protection systems for buildings, bridges and other structures. However, in recent years the Aerospace/Defense segment has become the most important, representing approximately two thirds of revenue so far in fiscal year 2026, compared to only 34% in 2022. I think this is the strongest segment of the business, as defense spending remains high globally due to ongoing conflicts, and these clients tend to be less price sensitive...

国家药监局会同公安部、国家卫生健康委、市场监管总局、国家医保局、国家中医药局、国家疾控局等部门发布《医药代表管理办法》。重点明确了持有人对医药代表准入、医药代表备案和行为规范、医疗卫生机构对医药代表的药品学术推广接待管理，以及各有关单位的管理职责。对医药代表准入、备案、学术推广、禁入等关键环节进行规范。在准入环节，规定医药代表应当具有医学、药学或相关专业大专及以上学历，并掌握相关药物临床理论知识。在备案环节，要求明确医药代表负责推广的区域并上传合规承诺书。在学术推广环节，明确医药代表不得存在的9种禁止性情形，严格防范商业贿赂行为。在禁入环节，要求持有人不得聘用或者授权存在商业贿赂行为的医药代表，并根据合同追究相关人员和专业组织责任。（央视新闻）

格隆汇5月7日｜现货白银日内涨5%，现报81.21美元/盎司。

– Acuerdo con la FDA sobre el diseño del ensayo de Fase 3 de VCN-01 (zabilugene almadenorepvec) para el tratamiento del adenocarcinoma ductal pancreático metastásico (PDAC) –

Atul Dandekar, Chief Strategy and Business Officer of Maze Therapeutics (NASDAQ:MAZE) , reported the exercise and immediate sale of 7,500 shares of common stock for a transaction value of approximately $190,000 on April 29, 2026, as disclosed in this SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($25.37); post-transaction value based on April 29, 2026, market close ($25.68). 1-year price change calculated using April 29, 2026, as the reference date. Continue reading

2026年5月7日，港股市场再次被AI芯片半导体的热浪点燃。 截至收盘，恒生指数大涨1.57%，恒生科技指数更是强势飙升3.06%，成为引领市场走高的绝对核心引擎。 细分赛道上，AI芯片、先进制程、光芯片等细分领域全线飙涨，核心龙头们的表现更是夸张，壁仞科技大涨14.8%，澜起科技涨超11%，华虹半导体暴涨8.7%，智谱、快手、迅策、天数智芯等龙头涨幅均超4%。 01 两大重磅催化 今日港股芯片半导体的集体狂飙，背后离不开两大全球重磅利好的强力催化。 第一个重磅催化，来自美国芯片巨头AMD。 5月5日盘后，AMD交出了一份碾压市场所有预期的2026财年第一季度财报，再次引爆全球AI芯片板块的情绪。 数据显示：AMD一季度营收达102.5亿美元，同比大增38%，远超市场预期的98.9亿美元；净利润13.8亿美元，同比暴增95%。 更令人振奋的是，其数据中心业务营收同比增长57%至58亿美元，首次超越PC业务成为公司第一大收入来源。 更具冲击力的是， AMD大幅上调了业绩指引：预计Q2营收达112亿美元，同比增长46%；将服务器CPU市场年复合增长率上调至超35%，预计2030年市场规模突破1200亿美元。 这强势业绩指引，直接印证了AI芯片需求正在史诗级爆发的市场逻辑。 财报发布后，AMD股价在5月6日暴涨近19%，年内涨幅超90%，市值飙升至6870亿美元。 这份炸裂的业绩，也为港股AI芯片龙头也顺势借力上涨带来重磅催化。 紧随AMD之后，5月6日， 英伟达与光纤巨头康宁官宣了一场史诗级的深度合作，成为点燃板块情绪的另一枚重磅炸弹。 英伟达斥资5亿美元获取康宁至多1500万股认股权证，双方深度绑定、强强联手，计划在北卡罗来纳州、得克萨斯州新建3座工厂。 康宁更是立下豪言： 将美国光连接产能提升10倍、光纤产量提升50%以上，全力以赴满足AI数据中心对高速光纤、CPO（共封装光学）组件的爆发式需求。 黄仁勋直言不讳的表示： “CPO是AI产业扩建的必备核心技术。现代AI工作负载需要数千颗英伟达GPU，对高性能光组件的需求已经达到了前所未有的规模。” 受此重磅利好提振，康宁股价暴涨12%，创下近24年历史新高；而英伟达也涨超5%，市值重新站上5万亿美元大关。 这一合作的意义，远非简单的商业绑定。 它直接强化了“AI算力=芯片+光模块+高速连接”的全产业链逻辑，让光芯片、...

格隆汇5月7日｜中国信通院消息，为补齐产业交互安全短板，打通开源智能体生态信任壁垒，构建开放、规范、安全的产业发展环境，中国信息通信研究院(简称“中国信通院”)依托云计算开源产业联盟联合产业各方发起“智能体开源社区”。同时，针对当前智能体交互场景的各类行业痛点，中国信通院、中国电信集团有限公司、中国联合网络通信有限公司、中移九天人工智能科技(北京)有限公司、香港中文大学(深圳)、中兴通讯股份有限公司、腾讯科技(北京)有限公司、华为技术有限公司共同发起智能体可信握手协议(ATH)1.0。该协议聚焦多智能体跨主体、跨平台协同交互场景，搭建了专业、通用、标准化的智能体可信交互框架，精准覆盖AI智能体身份互验、访问权限管控、行为审计等核心场景，为全行业智能体交互场景提供技术标准与落地依据。智能体可信握手协议(ATH)1.0已正式在AtomGit、GitHub开源发布，诚邀行业伙伴共参共建、迭代与生态落地。

Earnings Call Insights: Green Thumb Industries (GTBIF) Q1 2026 Management View "Green Thumb started 2026 with a strong first quarter, building on the momentum we carried out of 2025." (Founder, Chairman & CEO Benjamin Kovler) "First quarter revenue was $300 million, up 7.5% from the prior year period" and "Normalized EBITDA was $93.5 million, or 31.2% of revenue." (CEO Kovler) "We ended the quarter with a record for Green Thumb of over $344 million in cash on the balance sheet" and "we spent about $80 million buying back about 13.4 million shares so far this year." (CEO Kovler) "On April 1, Green Thumb was conditionally awarded a license to operate in the state of Texas" and "while operations will still be a few years out, the license gives us a meaningful opportunity in the nation's second most populated state." (CEO Kovler) "In April, our Board authorized an additional $100 million for our share repurchase program, bringing the total authorization to $150 million" and "since initiating our share repurchase program at the end of 2023, we have repurchased approximately 29 million shares for roughly $200 million." (CEO Kovler) "Green Thumb is a significant shareholder of Rhythm Inc., which is a NASDAQ-listed company. We view Rhythm as a strategic asset." (CEO Kovler) "As medical represents approximately 50% of our business, we are encouraged by the recent movement in the rescheduling process, which moved medical cannabis from Schedule 1 to Schedule II of the Controlled Substances Act" and "we submitted last week" (applications to register with the DEA). (CEO Kovler) "Consistent with last year, we anticipate full-year CapEx to approximate $80 million, but that figure could shift depending on Virginia's adult-use legislation." (Chief Financial Officer Mathew Faulkner) Outlook "Looking forward, we expect second-quarter sequential revenue to be flat to down slightly due to the pricing environment." (CFO Faulkner) "Consistent with last year, we anticipate full-year CapEx ...

(RTTNews) - Geopolitical conditions might continue to influence investor sentiments on Thursday. In response to the U.S. proposal for ending the Middle East conflict, Iran might be sharing their response today.

London Waterloo services particularly hit after radio network fault prevented communication between drivers and signallers Trains in parts of southern England have been severely disrupted after a fault in a radio system. Services out of London Waterloo, one of the UK’s busiest rail stations, have been particularly delayed. Continue reading...

Codere Online Luxembourg press release ( CDRO ): Q1 Revenue of €60.3M. Spain revenue and net gaming revenue were €25.5 mm in Q1 2026, 16% above Q1 2025. Mexico revenue was €30.4 mm in Q1 2026, while net gaming revenue was €34.6 mm, 13% above Q1 2025. Adj. EBITDA reached €6.0 mm in Q1 2026, €4.2 mm above Q1 2025. Net income was €7.0 mm in Q1 2026 versus a net loss of €0.7 mm in Q1 2025. Total cash position of €56.2 mm and no financial debt as of March 31, 2026. Unchanged outlook for FY 2026: Net gaming revenue of €235-245 mm and Adj. EBITDA2 of €15-20 mm. More on Codere Online Luxembourg Codere Online Luxembourg, S.A. 2025 Q4 - Results - Earnings Call Presentation Codere Online Luxembourg, S.A. (CDRO) Q4 2025 Earnings Call Transcript Codere Online Luxembourg reports Q4 results Seeking Alpha’s Quant Rating on Codere Online Luxembourg Historical earnings data for Codere Online Luxembourg

Win McNamee/Getty Images News Carlyle Group ( CG ) was trading lower after first-quarter earnings fell short of analyst expectations as the asset manager's revenue was adversely impacted by an ~$617M investment loss. Shares were 3.50% down to $49.02 during pre-market trading on Thursday. Distributable earnings came in at $0.89 per share, down from $1.14 in the first quarter of 2025. The metric modestly falls short of the Visible Alpha consensus of $0.9. Revenue fell to $254.0M during Q1 from $973.1M in the same period a year ago. The average analyst estimate was $863M, well above the Q1 2026 figure. Q1 revenue declined dramatically, driven by a marginal year-over-year fall in fund management fees to $584.0M from $586.1M and an investment loss of $616.7M, compared to an income of $159.8M a year ago. Fee-related earnings fell to $300.0M from $310.6M, below the $307.3M consensus. The Washington, DC-based investment firm had assets under management of $475B at the end of the quarter, flat to the prior quarter. A 5% increase in Carlyle AlpInvest AUM was offset by a 3% decrease in Global Private Equity AUM and a 1% decrease in Global Credit AUM. Fee-earning AUM fell by 1% from the previous quarter to $333B. Earnings call is scheduled for 8:30 AM EDT today. More on Carlyle Carlyle Group: Private Credit Fears Create Opportunity (Upgrade) The Carlyle Group Inc. (CG) Shareholder/Analyst Call Transcript The Carlyle Group Inc. (CG) Shareholder/Analyst Call - Slideshow Carlyle Q1 2026 Earnings Preview East 72 Dynasty Trust exits Carlyle, Vivendi, and other holdings in Q1

Microsoft Corporation (NASDAQ:MSFT) is one of the 8 Best Cloud Computing Stocks To Buy In 2026. Microsoft Corporation (NASDAQ:MSFT) reported its third-quarter fiscal 2026 earnings on April 29. Earnings per share came in at $4.27, marking a 21% increase. Revenue from Azure and other Cloud Services grew 40%. The company reported a gross margin of […]

Microsoft’s (MSFT) Margins Face Temporary Headwind Yahoo Finance

格隆汇5月7日｜追觅CEO俞浩在社交平台发文称：中国真正理解汽车设计的，只有三个人，雷军、余承东和我。比如汽车发动机盖设计。燃油车时代，发动机布置在前舱，所以前舱、发动机盖越长汽车越贵。现在电动汽车不需要前舱，但雷总坚持发动机盖要长，因为这看起来有价值感，只有雷总理解了这个审美。我们的方向是，参考跑车发动机后置造型，同时实现四门四座，兼顾家庭日常使用，这个方向，是从十万份方案中磨出来的。

Alibaba Group Holding Limited (NYSE:BABA) is one of the 8 Best Cloud Computing Stocks To Buy In 2026. On April 16, Robin Zhu, an analyst at Bernstein, lowered the firm’s price target on Alibaba Group Holding Limited (NYSE:BABA) from $190 to $180 while maintaining a Buy rating. A day before the price target cut, Bloomberg […]