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策略师:美科技板块正处于“增速巅峰”而非“盈利巅峰”,SaaS并非死局

第一财经 📅 05/07 19:07 GOOG.OMETA.O
真正驱动美国经济、进而驱动市场的力量,仍是投资支出的加速。 自今年3月底以来,纳斯达克指数在过去一个多月中已录得超过24%的涨幅。然而,在投资者越发担忧人工智能(AI)营收能否跟上投入增速的背景下,市场正被迫继续思考,当前的资本支出浪潮是否具备可持续性,而这种涨势又能否在下半年继续获得支撑? 对于这一问题,全球投资分析公司BCA Research美国股票首席策略师魏斯伯格(Noah Weisber...

Vistra reports Q1 results

Seeking Alpha 📅 05/07 19:07
Vistra press release ( VST ): Q1 Revenue of $5.64B (+43.5% Y/Y). GAAP first quarter 2026 Net Income of $1,029 million, including an unrealized gain from hedges expected to settle in future years of $723 million, and Ongoing Operations Adjusted EBITDA1 of $1,494 million. Reaffirmed 2026 Ongoing Operations Adjusted EBITDA1 and Ongoing Operations Adjusted FCFbG1 guidance ranges of $6.8 billion to $7....

格隆汇5月7日|亚马逊药房将司美格鲁肽(Ozempic)口服片剂纳入“当日达”配送服务,并增设自助服务机。

格隆汇 📅 05/07 19:07 AMZN.O
格隆汇5月7日|亚马逊药房将司美格鲁肽(Ozempic)口服片剂纳入“当日达”配送服务,并增设自助服务机。

Iran Nuclear Threat: Germany Moves to Fix Trump-Merz Rift | The Pulse 5/7

Bloomberg 📅 05/07 19:07
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: James Lord, Morgan Stanley, FX and Emerging Markets Strategy Head; Johann Wadephul, German Foreign Minister. (Source: B...

1個平台開發3款車型:寧德時代與Togg達成磐石底盤量產合作 - Yahoo 財經

Google 📅 05/07 19:07 3750.HK
1個平台開發3款車型:寧德時代與Togg達成磐石底盤量產合作 Yahoo 財經

1個平台開發3款車型:寧德時代與Togg達成磐石底盤量產合作 - Yahoo 財經

Google 📅 05/07 19:07 3750.HK
1個平台開發3款車型:寧德時代與Togg達成磐石底盤量產合作 Yahoo 財經

Stratasys beats top-line and bottom-line estimates; reaffirms FY26 outlook

Seeking Alpha 📅 05/07 19:06
Stratasys press release ( SSYS ): Q1 Non-GAAP EPS of -$0.01 beats by $0.01 . Revenue of $132.7M (-2.4% Y/Y) beats by $0.88M . Adjusted EBITDA of $2.0 million, compared to $8.2 million in the prior year period, primarily due to the impact of foreign exchange rates and tariffs Positive operating cash flow of $2.4 million, compared to $4.5 million in the prior year period $237.8 million in cash, equi...

Amazon to carry Ozempic at US kiosks, offer same-day delivery

Investing 📅 05/07 19:06 AMZN.O

InvestingPro flagged Limbach as overvalued before 36% stock decline

Investing 📅 05/07 19:06

Vertex Non-GAAP EPS of $0.17 beats by $0.01, revenue of $196.6M beats by $1.78M

Seeking Alpha 📅 05/07 19:06
Vertex press release ( VERX ): Q1 Non-GAAP EPS of $0.17 beats by $0.01 . Revenue of $196.6M (+11.0% Y/Y) beats by $1.78M . Gross Revenue Retention (“GRR”) was 95%, compared to 95% at March 31, 2025, and 94% at December 31, 2025. Income (loss) from operations of $(10.6) million, compared to $4.5 million for the same period in the prior year. Non-GAAP operating income of $37.6 million, compared to $...

US Awaits Iran's Response; China Asks Banks to Pause New Refiner Loans | Bloomberg Brief 5/7/2026

Bloomberg 📅 05/07 19:06
US equity futures gain and Brent crude falls for a third straight day as the US awaits Iran's response to a proposed deal that would reopen oil flows through the Strait of Hormuz. China advises its largest banks to temporarily suspend new loans to refiners recently sanctioned by the US over their ties to Iranian oil. Sitara Sundar of JPMorgan Private Bank discusses concentration risks in equities ...

‘A daring flash of pubic hair’: the extraordinary, monumental nudes of Sylvia Sleigh

The Guardian 📅 05/07 19:06
A new show of this Welsh-born artist’s mesmerising portraits is worth visiting for one nude alone: a painting of an eyes-closed, long-legged, elegant brunette, inspired by Sleeping Venus S ylvia Sleigh wouldn’t paint people if she didn’t find them interesting – and by interesting, I mean attractive. She didn’t idealise nudes like the old masters. Instead, the naked bodies she depicted were really,...

Bitcoin’s rare technical action points to a crypto bull market, says Fundstrat’s Tom Lee

MarketWatch 📅 05/07 19:06
Fundstrat’s Tom Lee says activity in recent months point to a bullish phase for cryptocurrencies.

Parents urged to encourage hand-washing amid hepatitis A outbreak in Wales

The Guardian 📅 05/07 19:05
At least three households in Barry identified as having contracted the liver infection Health authorities have asked parents and carers to be “vigilant with their children’s hand-washing” after a hepatitis A outbreak in Barry, south Wales. At least three households in the seaside town have been identified as having contracted the same liver infection, amid worries it is spreading locally, Public H...

Howmet Aerospace Non-GAAP EPS of $1.22 beats by $0.11, revenue of $2.31B beats by $70M

Seeking Alpha 📅 05/07 19:05
Howmet Aerospace press release ( HWM ): Q1 Non-GAAP EPS of $1.22 beats by $0.11 . Revenue of $2.31B (+19.1% Y/Y) beats by $70M . 2Q26 revenue consensus of $2.37B, EPS consensus of $1.16, FY26 revenue consensus of $9.47B, EPS consensus of $4.66 2026 Guidance Dollars in Millions; Per share amounts in dollars, diluted Q2 2026 Guidance FY 2026 Guidance Low Baseline High Low Baseline High Revenue $2,39...

Rogers Corp. SVP Sells 830 Shares Worth $113,000 as the Stock Continues Its Climb. Time to Sell?

The Motley Fool 📅 05/07 19:05
Brian Keith Larabee, senior vice president and general manager of Elastomeric Material Solutions at Rogers Corporation (NYSE:ROG) , reported the sale of 830 shares of common stock for a transaction value of ~$113,000 on May 1, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($135.91); post-transaction value based on latest available market close price ($134....

众生药业:ZSP1601片IIb期临床试验初步结果积极

同花顺 📅 05/07 19:05
众生药业公告,控股子公司众生睿创自主研发的一类创新药物ZSP1601片用于治疗代谢功能障碍相关脂肪性肝炎(MASH)的IIb期临床试验顶线数据初步分析结果积极。数据显示,ZSP1601片两个剂量组的主要疗效终点应答率均显著优于安慰剂组,具有逆转肝纤维化的潜力。试验共入组181例MASH参与者,分为50mg组、100mg组和安慰剂组。主要疗效终点为治疗48周后,肝活检组织学显示MASH改善且纤维化无...

Xeris Pharmaceuticals GAAP EPS of $0.01 beats by $0.02, revenue of $82M beats by $2.01M

Seeking Alpha 📅 05/07 19:05
Xeris Pharmaceuticals press release ( XERS ): Q1 GAAP EPS of $0.01 beats by $0.02 . Revenue of $82M (+36.4% Y/Y) beats by $2.01M . Selling, general and administrative (SG&A) expenses increased $9.1 million or 21% in the first quarter of 2026 compared to the same period last year. This increase mainly reflects higher personnel related expense to support the commercial enterprise, including the Reco...

Stock Movers: DASH, ARM, WHR (Podcast)

Bloomberg 📅 05/07 19:05
Source: Bloomberg, 3:56

Zoetis misses Q1 earnings estimates, revises guidance below consensus

Seeking Alpha 📅 05/07 19:05
Zoetis press release ( ZTS ): Q1 Non-GAAP EPS of $1.53 misses by $0.09. Revenue of $2.3B (+4.5% Y/Y) in-line. Revenue of $2.3 Billion, Growing 3%, and Net Income of $601 Million, or $1.42 per Diluted Share, Flat and Increasing 6%, Respectively, on a Reported Basis Adjusted Net Income of $646 Million, or Adjusted Diluted EPS of $1.53 Flat Organic Operational Growth in Revenue and 1% Organic Operati...

GPGI Reports First Quarter 2026 Results

Globe News Wire 📅 05/07 19:05
GPGI Reports First Quarter 2026 Results

Resolute Holdings Reports First Quarter 2026 Results

Globe News Wire 📅 05/07 19:05
Resolute Holdings Reports First Quarter 2026 Results

Iovance Biotherapeutics Highlights Positive First Quarter 2026 Results, Business Achievements and Corporate Updates

Globe News Wire 📅 05/07 19:05
1Q26 Total Revenue of ~$71M Delivers ~ 45% Year-over-Year Growth

Xometry Reports Record First Quarter 2026 Results

Globe News Wire 📅 05/07 19:05
NORTH BETHESDA, Md., May 07, 2026 (GLOBE NEWSWIRE) -- Xometry, Inc. (NASDAQ: XMTR), the global AI-native marketplace connecting buyers and suppliers of custom manufacturing, today announced its financial results for the first quarter ended March 31, 2026.

Appian Announces First Quarter 2026 Financial Results

Globe News Wire 📅 05/07 19:05
Cloud subscriptions revenue increased 25% year-over-year to $124.5 million, while cash flow provided by operations totaled $48.8 million Cloud subscriptions revenue increased 25% year-over-year to $124.5 million, while cash flow provided by operations totaled $48.8 million

Polar Capital Global Financials Trust discloses April holdings

Investing 📅 05/07 19:04

Datadog beats top-line and bottom-line estimates; initiates Q2 and updates FY26 outlook

Seeking Alpha 📅 05/07 19:04
Datadog press release ( DDOG ): Q1 Non-GAAP EPS of $0.60 beats by $0.09 . Revenue of $1.01B (+32.5% Y/Y) beats by $50.06M . Non-GAAP operating income was $223 million; non-GAAP operating margin was 22%. Operating cash flow was $335 million, with free cash flow of $289 million. Cash, cash equivalents, and marketable securities were $4.8 billion as of March 31, 2026. First Quarter & Recent Business ...

Playtika shares rise on raised guidance despite Q1 miss

Investing 📅 05/07 19:04

Wuliangye majority shareholder steps in with large-scale stake purchase

SCMP 📅 05/07 19:04
The majority shareholder of Shenzhen-listed Wuliangye Yibin (Wuliangye) – China’s iconic premium baijiu producer – plans to increase its equity stake in the listed unit by purchasing between 3 billion yuan (US$441 million) and 5 billion yuan worth of shares over the next six months, in a move aimed at bolstering investor confidence after the stock slid to a six-year low. Analysts said the stake in...

N-able Non-GAAP EPS of $0.09 in-line, revenue of $133M beats by $2.08M

Seeking Alpha 📅 05/07 19:04
N-able press release ( NABL ): Q1 Non-GAAP EPS of $0.09 in-line. Revenue of $133.7M (+13.1% Y/Y) beats by $2.08M . As of March 31, 2026, total cash and cash equivalents were $117.8M, and total debt, net of debt issuance costs, was $393.1M. More on N-able N-able, Inc. (NABL) Q4 2025 Earnings Call Transcript Google Cloud partners with Thoma Bravo to advance AI adoption by enterprises N-able targets ...
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