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3 REITs to Watch as AI Data Center Spending Surpasses Office Construction

Marketbeat 📅 05/07 20:00
Data center construction hit a record $45 billion annual rate in December 2025, surpassing office building spending. Iron Mountain, Digital Realty, and Equinix offer income investors yield and AI exposure.

IonQ Just Posted a Breakout Quarter—But 1 Problem Remains

Marketbeat 📅 05/07 20:00
IonQ was among the first quantum computing firms to report Q1 2026 earnings, and the firm achieved many notable successes, although risks remain.

Vornado Realty Trust: Sleeping Well At Night With The Preferreds

Seeking Alpha 📅 05/07 19:59
EschCollection/DigitalVision via Getty Images While Vornado Realty Trust ( VNO ) has seen its stock price dip 18% over the last year as negative sentiment towards office REITs remains sticky, the REIT recorded dual beats for its fiscal 2026 first quarter. Its preferreds also remain attractive as per the spread over the U.S. 10-year Treasury rate ( US10Y ). VNO reported first-quarter revenue of $45...

Sempra misses top-line estimates; updates FY26 outlook

Seeking Alpha 📅 05/07 19:59
Sempra press release ( SRE ): Q1 Non-GAAP EPS of $1.51 in-line. Revenue of $3.66B (-3.7% Y/Y) misses by $460M . Earnings GuidanceSempra is updating its full-year 2026 GAAP earnings-per-common share guidance range to $4.87 to $5.37, reflecting actual results through the first quarter, affirming its full-year 2026 adjusted EPS guidance range of $4.80 to $5.30 vs. consensus of $5.11 and affirming its...

US Stock Futures Steady as US Awaits Iran Reply, Earnings Unfold

Bloomberg 📅 05/07 19:59
US stock futures were flat on Thursday as the US waits for Iran to respond to its proposal to reopen the Strait of Hormuz and end the war. Investors continued to assess results from a stream of companies on a busy earnings day. S&P 500 futures and Nasdaq 100 contracts were both little changed as of 7:43 a.m. in New York. West Texas Intermediate Crude Oil slipped around 3.5% to about $92. “We see s...

This CECO Environmental Director Sold 11,218 Shares for $830,000

Nasdaq 📅 05/07 19:59
Key PointsMunish Nanda sold 11,218 shares on May 1, 2026, generating transaction proceeds of approximately ~$830,000 at around $74 per share.

NewAmsterdam Pharma reports Q1 results

Seeking Alpha 📅 05/07 19:59
NewAmsterdam Pharma press release ( NAMS ): Q1 Revenue of $3.04M. Net loss: Net loss for the quarter ended March 31, 2026, was $48.4 million, compared to net loss of $39.5 million for the same period in 2025. The individual components of the change are described above in addition to interest income, a non-cash gain related to changes in the fair value of our derivative warrant liabilities and fore...

巴西宣布对中国公民免签

格隆汇 📅 05/07 19:59
格隆汇5月7日|据央视,巴西政府7日宣布,自2026年5月11日起,对持普通护照的中国公民实施免签入境政策。根据巴西外交部发布的公报,持普通护照的中华人民共和国公民可享受短期免签入境,每次入境最长可免签停留30天。

Acorn Reports Q1 Revenue of $2.2M with Steady Growth in High Margin, Recurring Remote Monitoring and Control Revenue; Investor Call Today at 11am ET

Globe News Wire 📅 05/07 19:59
Acorn (ACFN) Reports Q1 Revenue of $2.2M with Steady Growth in High Margin, Recurring Remote Monitoring and Control Revenue; Investor Call Today at 11am ET

“拱火”特朗普、民调跌到新低,默茨执政一年困守德国

第一财经 📅 05/07 19:58
据福尔萨研究所的调查,83%的德国人对默茨的领导能力感到不满,甚至包括他所在政党内部的不满。 执政一年以来,德国总理默茨的民调跌至新低。 2025年5月6日,默茨艰难当选总理,彼时,德国联邦议院进行两轮投票后,他才正式成为新一任德国总理。然而当选以来,德国经济面临能源价格高企和关税挑战,增长乏力,德国极右翼政党在此背景下迅速扩大影响范围。 民调机构福尔萨研究所近期的调查显示,83%的德国人对默茨的...

Postal Realty Trust: 'Boring' Stability That Belongs In A Retirement Portfolio

Seeking Alpha 📅 05/07 19:58
neiu20001/iStock Editorial via Getty Images Introduction Back when I last covered Postal Realty Trust ( PSTL ), I reiterated their Buy rating, despite being up over 40% since first covering them back in August 2025, highlighting their unique portfolio as the largest REIT focused on USPS-leased properties and strong AFFO growth supporting a very solid dividend yield. Following a “slow and boring” s...

Cullinan Therapeutics GAAP EPS of -$0.75

Seeking Alpha 📅 05/07 19:58
Cullinan Therapeutics press release ( CGEM ): Q1 GAAP EPS of -$0.75. Cash Position: Cash, cash equivalents, short- and long-term investments, and interest receivable were $393.3 million as of March 31, 2026. Cullinan expects its cash resources to provide runway into 2029 under its current operating plan. R&D Expenses: Research and development expenses were $42.1 million for the first quarter of 20...

格隆汇5月7日|据纽约邮报,纽约州州长霍楚尔将于周四宣布纽约州预算协议。

格隆汇 📅 05/07 19:57
格隆汇5月7日|据纽约邮报,纽约州州长霍楚尔将于周四宣布纽约州预算协议。

信用卡市场上演“此消彼长”:多地农商行逆势补位圈占地盘

财联社 📅 05/07 19:57
财联社5月7日讯(记者 梁柯志) 正当部分国股行撤离地市、裁撤信用卡分中心之时,地方 银行 开始逆势“接盘”。 5月7日,监管信息显示,佛山农商银行获批使用 广东 农信“悦农”统一信用卡品牌开办信用卡发卡业务。这是今年 广东 第三家获批开设信用卡业务的农商行。 一位广东农信系统业务人士表示,过往地市农商行开设信用卡业务投资较高,需要独立的清算和与运营系统,如今接入省联社系统大幅度降低单卡运营成本。...

全球AI新王诞生!Anthropic估值冲爆1.2万亿,首次反超OpenAI

华尔街见闻 📅 05/07 19:57 MSFT.ONVDA.OTSLA.O
就在刚刚,全球AI新王诞生! Anthropic——这个曾经一直笼罩在OpenAI阴影下的「二号选手」,在链上Pre-IPO市场的隐含估值瞬间飙升至 1.2万亿美元 (约合人民币8.7万亿元)。 全球AI圈,都被这则爆炸性消息震碎了。 如果Anthropic以1.2万亿美元的估值顺利完成首次公开募股,它将直接空降全球第11大上市公司,缔造商业史上的新神话。 那个曾经被视为「叛逃者」建立的小实验室,...

Vera Therapeutics GAAP EPS of -$1.69

Seeking Alpha 📅 05/07 19:57
Vera Therapeutics press release ( VERA ): Q1 GAAP EPS of -$1.69. During the quarter ended March 31, 2026, net cash used in operating activities was $106.5 million, compared to $54.4 million for the quarter ended March 31, 2025. More on Vera Therapeutics Vera Therapeutics, Inc. (VERA) Presents at TD Cowen 46th Annual Health Care Conference Transcript Vera Therapeutics: Hold Rating Based On Potentia...

MACOM Technology Solutions Holdings Inc. Reveals Increase In Q2 Profit

Nasdaq 📅 05/07 19:57
(RTTNews) - MACOM Technology Solutions Holdings Inc. (MTSI) revealed earnings for its second quarter that Increases, from the same period last year

张忆东:夏季中国股市行情大概率为“N型走势” 最大的风险不是波动而是踏空

格隆汇 📅 05/07 19:56
格隆汇5月7日|海通国际首席经济学家张忆东5月6日在海通国际2026年夏季策略会上,发表了名为“夏日寒风方显英雄本色”的主题演讲。张忆东表示,夏季中国股市行情,大概率为“N型走势”、一波三折,为秋季大行情蓄势。 全球经济金融秩序正从“单极”走向“多极”,这体现于美元的信用裂痕、人民币的国际化提速、中国科技的自立自强,中国资产(A股、港股、以人民币计价的债券)被系统性低估,随着政策底已现、经济底已过...

市场分析人士:随着战争迷雾逐渐消散,黄金与白银或将重启历史性大涨行情

新浪 📅 05/07 19:56
市场分析人士表示,周四金银价格小幅走高,若美伊达成和平协议,2025 年曾推动黄金、白银创下历史新高的上涨行情或将再度重启。 市场期待美伊有望达成协议、结束这场长达 69 天的战事,受此情绪提振,周四早盘现货黄金大涨 1.2%,报每盎司 4750 美元。 2025 年黄金与白银均走出创纪录大涨行情,全年涨幅分别达 66% 和 135%。但 2026 年两类品种交易波动明显加剧:白银期货在 1 月底...

MasterCraft Boat beats top-line and bottom-line estimates; updates FY26 outlook

Seeking Alpha 📅 05/07 19:56
MasterCraft Boat press release ( MCFT ): Q3 Non-GAAP EPS of $0.45 beats by $0.10 . Revenue of $78.21M (+3.0% Y/Y) beats by $2.79M . Adjusted EBITDA, a non-GAAP measure, was $10.7 million, up $3.2 million from the comparable prior-year period Ended the third quarter with cash and investments of $84.6 million. The Company’s outlook is as follows: For full year fiscal 2026, we now expect consolidated...

Ingles Markets GAAP EPS of $1.28, revenue of $1.31B

Seeking Alpha 📅 05/07 19:56
Ingles Markets press release ( IMKTA ): Q2 GAAP EPS of $1.28. Revenue of $1.31B. Gross profit for the second quarter of fiscal 2026 increased to $325.3 million, or 24.9% of sales, as compared to $311.0 million, or 23.4% of sales, for the second quarter of fiscal 2025. Operating and administrative expenses for the second quarter of fiscal 2026 was relatively flat at $291.2 million, as compared with...

Dutch Bros' first M&A deal starts to pay off

Seeking Alpha 📅 05/07 19:55
hapabapa/iStock Editorial via Getty Images Dutch Bros ( BROS ) saw a benefit in Q1 from its first notable M&A deal. During Q1, the chain reopened 7 converted Clutch Coffee Bar shops and said the early response has been incredible. "Lines are forming, communities are buzzing, and our brand is showing up in a big way. These converted shops are already outperforming our system-wide AUVs and generatin...

Retirement Planning Group LLC Has $2.28 Million Stake in Palantir Technologies Inc. $PLTR - MarketBeat

Google 📅 05/07 19:55 PLTR.O
Retirement Planning Group LLC Has $2.28 Million Stake in Palantir Technologies Inc. $PLTR MarketBeat

分析师:随着战争迷雾逐渐散去,金银历史性涨势或将重启

新浪 📅 05/07 19:55 QCOM.O
核心要点 市场分析师向 CNBC 表示,若美伊达成和平协议,黄金、白银有望重启上涨行情。 本轮冲突期间,黄金走势整体平淡,与油价、美元走势呈现反向波动。 策略师预计,随着各类驱动因素再度回归,金银牛市行情今年仍将延续。 2022 年 7 月 13 日,瑞士门德里西奥,贵金属精炼与铸币企业 Argor-Heraeus 工厂内,公司首席执行官罗宾・科尔文巴赫手持 1 公斤金条与银条。 市场分析师向 C...

OpenAI广告全面上线,一场赌上AI未来的商业化突围

36kr 📅 05/07 19:55 MSFT.OGOOG.OMETA.O
OpenAI Ads Manager正式在美国全量上线 。这不是一次温和的功能更新,而是 一场关乎长期增长的关键布局。 千亿算力持续烧钱,年度亏损直奔140亿美元,订阅与API收入再强,也填不上无底洞般的成本缺口——广告,早已不是可选项,而是OpenAI 止血、撑住估值、冲刺IPO 唯一能走通的快车道。 Sam Altman(OpenAI联合创始人、首席执行官)曾将广告称为ChatGPT的“最后手...

Iran War: Stocks Build on Gains as Traders Await Truce Update | The Opening Trade 5/7/2026

Bloomberg 📅 05/07 19:55
Global equities have shaken off their war-driven losses as optimism for a resolution to the conflict added momentum to a rally that’s been powered by revived expectations for artificial intelligence. The resumption of oil flows through Hormuz would also reduce risks around the war’s economic impact. The Opening Trade has everything you need to know as markets open across Europe. With analysis you ...

Suburban Propane Partners LP Q2 Sales Decline

Nasdaq 📅 05/07 19:55
(RTTNews) - Suburban Propane Partners LP (SPH) revealed earnings for second quarter of $137.54 million

Zoetis Shares Plunge 12.8% As FY26 Outlook Slashed; Q1 EPS Rises

Nasdaq 📅 05/07 19:55
(RTTNews) - While reporting financial results for the first quarter on Thursday, animal health company Zoetis, Inc. (ZTS) raised its earnings, adjusted earnings and revenue guidance for the full year 2026, based on the current operating environment.

Kevin Warsh’s undisclosed wealth leaves a $100 million mystery atop the Federal Reserve

MarketWatch 📅 05/07 19:55
The Fed chair nominee has filed 69 pages about his finances that mostly tell you what he won’t tell you. The Senate is about to confirm him anyway.

Mill strikes deal with Compass Group to enter commercial kitchens

Yahoo 📅 05/07 19:55 AMZN.O
The company has partnered with Google and Amazon as it develops a commercial-sized machine. The company is planning significant growth for its food waste processors in the commercial space.
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