Earnings Call Insights: ACV Auctions (ACVA) Q1 2026 Management View "We delivered record revenue with adjusted EBITDA exceeding the high end of guidance." (CEO & Director George Chamoun) "The dealer wholesale market was impacted by severe weather during the quarter, resulting in a mid-single-digit decline in dealer wholesale volumes." (CEO & Director Chamoun) "We continue to gain market share and expand our dealer partner network to a new record." (CEO & Director Chamoun) "The transport team had strong execution in Q1 with 18% revenue growth and over 120,000 transports delivered." (CEO & Director Chamoun) "ACV Capital also delivered strong revenue performance with 30% year-over-year growth in Q1." (CEO & Director Chamoun) "The VIPER early access program is gaining momentum and receiving very positive feedback from major dealer groups across the country." (CEO & Director Chamoun) "We recently engaged with over a dozen accounts across major captives, banks, fleet companies and auto finance providers." (CEO & Director Chamoun) "Adjusted EBITDA of $17 million exceeded the high end of guidance and grew 23% year-on-year, reflecting strong unit economics and expense discipline." (Chief Financial Officer William Zerella) "We're also pleased to announce today that ACV's Board of Directors has authorized a share repurchase program of up to $100 million." (CFO Zerella) Outlook "We are reaffirming our 2026 revenue and adjusted EBITDA guidance despite the uncertain macroeconomic backdrop and our updated view that the dealer wholesale market will decline in the mid-single digits this year." (CFO Zerella) "Second quarter revenue is expected to be $213 million to $217 million, growth of 10% to 12%." (CFO Zerella) "Adjusted EBITDA is expected to be $18 million to $20 million, reflecting an 8% to 9% margin." (CFO Zerella) "We continue to expect 2026 revenue of $845 million to $855 million, growth of 11% to 13%." (CFO Zerella) "We continue to expect 2026 adjusted EBITDA to be $73 mill...

Earnings Call Insights: Accuray (ARAY) Q3 fiscal 2026 Management view "Total revenue was approximately $105 million, up 3% sequentially, but down 7% year-over-year." (President, CEO & Director Stephen LaNeve) "In the third quarter, we had product shipments planned to certain customers in the Middle East, North Africa and Pakistan that have been delayed indefinitely due to increased geopolitical disruption in the Middle East, which is also impacting our service revenue in those regions. We don't know how long this regional dynamic might continue." (President, CEO & Director LaNeve) "Additionally, our business in China continues to face headwinds that we discussed during our last earnings call, which pertained to geopolitical tensions and ongoing tariff uncertainty." (President, CEO & Director LaNeve) "Given such uncertainty, we believe the responsible approach is to withdraw our financial guidance at this time. We will provide an update on the business when we report fiscal fourth quarter results." (President, CEO & Director LaNeve) "Taken together, these actions were designed to structurally improve operating profitability by approximately $25 million on an annualized basis, with roughly $12 million expected to benefit fiscal 2026." (President, CEO & Director LaNeve) "As of the end of the third quarter, we have already achieved approximately $10 million of those improvements, and we are well on track to exceed the $12 million we originally targeted for fiscal year 2026." (President, CEO & Director LaNeve) "Product gross orders for the third quarter were approximately $49 million and represented a book-to-bill ratio of 1.0 in the quarter with a trailing 12-month ratio of 1.2." (Senior VP & CFO Ali Pervaiz) "We ended the third quarter with a reported order backlog of approximately $356 million, defined to include only orders younger than 30 months." (Senior VP & CFO Pervaiz) "I am very excited that Paul Maeli has joined Accuray as Chief Commercial Officer." (President...

Earnings Call Insights: Amplitude, Inc. (AMPL) Q1 2026 Management View “Q1 revenue was $94 million, up 17% year-over-year,” said (Co-Founder, CEO & Chairperson of the Board Spenser Skates), adding that “annual recurring revenue was $374 million, up 17% year-over-year and up $9 million from last quarter” and “dollar-based net expansion improved sequentially to 106%.” Skates described leadership and go-to-market changes tied to an AI push: “I am focused on aggressively transforming Amplitude into an AI company,” and “Nate Crook is now our Chief Commercial Officer, overseeing sales, customer success, revenue operations and enablement.” He also said, “We welcomed Gab Menachem as Chief Product Officer last month.” On the Statsig transaction, Skates said, “Yesterday, we announced a strategic partnership with Statsig,” and that “Amplitude will take on Statsig's brand and customers” while it “begin[s] building a more integrated road map for the future of Amplitude and Statsig platforms together.” Skates positioned product velocity and AI usage as central: “Over 90% of the code our team ships today is written by AI,” and highlighted product launches including “Agent Analytics,” “AI Assistant,” and the “command line interface Wizard.” (CFO & Treasurer Andrew Casey) framed the quarter as a transition period: “We are in a moment of transformation,” and said the company expects Statsig to be “incremental and accretive to our core business,” while noting, “We're seeing increased usage of our AI agents along with data ingested into our platform.” Outlook Casey guided Q2 revenue to “between $96.9 million and $99.1 million,” and Q2 non-GAAP operating income to “between negative $3.6 million and negative $1.6 million,” with non-GAAP net income per share “between negative $0.02 and negative $0.01.” For FY2026, Casey guided revenue to “between $397 million and $403 million,” adding, “This assumes a $5 million to $7 million contribution from the Statsig business.” He guided non-GAAP ope...

(RTTNews) - Asian stocks advanced on Thursday as AMD's Q1 print topped consensus and investors pinned hopes for a peace deal between the United States and Iran.

美國電動車生產商特斯拉因後視攝影機影像延遲問題，在美國召回逾21萬輛車。 Tesla特斯拉在美國再有大規模汽車召回。涉及都是2023年或之前的車款，車型包括Model 3、Model Y、Model S及Model X，合共約21.8萬輛。 美國國家公路交通安全管理局表示，有問題的汽車在倒車時，後視攝影機畫面，無法於兩秒內正常顯示，違反當地安全法規，可能增加碰撞風險。是次召回不涉及硬件，是由於軟件版本問題。 特斯拉表示，將透過線上軟件更新解決有關問題，車主無須返回維修中心。現時，根據內地對倒車影像延遲的法規，標準要求延遲低於0.2秒，較美國更為嚴格，因此同樣的軟件畫面延遲問題，在美國構成違規召回，在內地則已觸及更嚴格的技術門檻。 今次已是特斯拉今年內第五次美國大規模召回，年內累計召回數量已超過80萬輛，平均每月就發生一次。 近年特斯拉頻繁召回車輛，據內媒統計，去年召回超過330萬輛，涵蓋攝像鏡頭、轉向、制動，輔助駕駛等多個系統。

美國電動車生產商特斯拉因後視攝影機影像延遲問題，在美國召回逾21萬輛車。 Tesla特斯拉在美國再有大規模汽車召回。涉及都是2023年或之前的車款，車型包括Model 3、Model Y、Model S及Model X，合共約21.8萬輛。 美國國家公路交通安全管理局表示，有問題的汽車在倒車時，後視攝影機畫面無法於兩秒內正常顯示，違反當地安全法規，可能增加碰撞風險。是次召回不涉及硬件，是由於軟件版本問題。 特斯拉表示，將透過線上軟件更新解決有關問題，車主無須返回維修中心。現時，根據內地對倒車影像延遲的法規，標準要求延遲低於0.2秒，較美國更為嚴格，因此同樣的軟件畫面延遲問題，在美國構成違規召回，在內地則已觸及更嚴格的技術門檻。 今次已是特斯拉今年內第五次美國大規模召回，年內累計召回數量已超過80萬輛，平均每月就發生一次。 近年特斯拉頻繁召回車輛，據內媒統計，去年召回超過330萬輛，涵蓋攝像鏡頭、轉向、制動，輔助駕駛等多個系統。

Hu Donghai. Chinese authorities are investigating a former chairman of state-owned Citic Group Corp.’s real estate business in a case that could involve projects later sold to China Evergrande Group , according to sources familiar with the matter. The developments point to growing scrutiny of opaque ties between state-owned firms and private developers that helped fuel China’s debt-driven property boom, leaving behind heavy debts and stalled projects after the market downturn.

China auto industry body CPCA says Tesla Inc sold 79,478 China-made vehicles in April marketscreener.com

一图速览今日连板股>> 5月7日，Wind数据显示，A股市场共计128只个股涨停。其中算力租赁板块多股连板，航锦科技、中嘉博创、盈峰环境、合力泰均收获2连板。一图速览今日连板股>>

Encompass More Asset Management Purchases 5,515 Shares of Tesla, Inc. $TSLA MarketBeat

格隆汇5月7日｜5月13日，深交所将以“拓市场谋发展·新消费强引擎”为主题，组织召开消费行业深市上市公司集体业绩说明会，邀请中顺洁柔、众兴菌业、盐津铺子、乖宝宠物等公司参加。届时，各家公司将通过“线上+线下”方式与投资者沟通交流，解析公司业绩，回答投资者提问，倾听意见建议，帮助投资者深入了解公司。欢迎广大投资者持续关注、积极参与。

格隆汇5月7日｜乘联分会数据显示，据初步汇总测算，2026年4月，全国乘用车厂商新能源批发达122万辆，同比增长7%、环比增长7%，实现双重增长，行业复苏势头初显。4月新能源乘用车同环比双增长表现得益于多方促进：首先是高油价刺激国内外消费从燃油车转新能源车，生产端供给节奏优化，带动新能源车4月销量环比增速7%创新高；其次是北京车展的人气激发、新品改款车型供给增加，有效适配市场需求，拉动增长，尤其是临近“五一”长假，电动车出游成为新时尚，4月月末销量较强；第三是高油价下的海外新能源销售火爆，自主品牌新能源车产品断代领先，性价比优势明显，拉动出口持续增长。

寧德時代(03750.HK)與土耳其汽車品牌Togg達成磐石底盤量產合作 AASTOCKS.com

格隆汇5月7日｜飞塔信息(FTNT.US)盘前涨13.4%，报102美元。消息面上，飞塔信息第一季度营收为18.5亿美元，同比增长20.1%，超过分析师预期的17.3亿美元；调整后每股摊薄收益为0.82美元，高于去年同期的0.58美元及分析师预期的0.62美元。展望全年，公司上调业绩指引，目前预计营收将介于77.1亿至78.7亿美元之间(原预期：75亿至77亿美元)，调整后每股摊薄收益将介于3.10至3.16美元之间(原预期：2.94至3.00美元)。(格隆汇)

Astera Labs price target raised to $260 from $236 at Stifel TipRanks

Ralph Orlowski/Getty Images News Henkel AG & Co. KGaA reported Q1 2026 organic sales growth of 1.7% to around €5 billion, supported by positive price and volume trends across both Adhesive Technologies and Consumer Brands. The Adhesive Technologies unit posted 1.7% organic growth and Consumer Brands organic sales rose 1.8%. The company also finalized its €1 billion share buyback program at the end of March. Henkel maintained its FY2026 outlook, forecasting 1%-3% organic sales growth and an adjusted EBIT margin of 14.5%-16%. Management expects adjusted EPS growth in the low- to high-single-digit percentage range for the full year. More on Henkel AG & Co. KGaA Henkel AG & Co. KGaA 2026 Q1 - Results - Earnings Call Presentation Henkel Buys Olaplex - Implications Are Negative Henkel AG & Co. KGaA 2025 Q4 - Results - Earnings Call Presentation Olaplex to be acquired by Henkel for $1.4B; stock surges 49% premarket Henkel AG reports FY results; introduces FY26 outlook

In this article DP4B-FF DP4B-FF Follow your favorite stocks CREATE FREE ACCOUNT Maersk and HMM container ships at the Port of Los Angeles in Los Angeles, California, US, on Wednesday, Sept. 24, 2025. Bloomberg | Bloomberg | Getty Images The U.S.-Iran war had created a "new wake-up call" for global trade, Maersk CEO Vincent Clerc told CNBC on Thursday, warning that the impact could worsen in the coming months. Speaking to CNBC's "Squawk Box Europe" after Maersk posted its first-quarter earnings, Clerc said the group is facing intense cost pressures that would have to be passed on to customers. "We are highly energy intensive industry, and that has created a whole new set of circumstances that we now have to deal with," he said. "That will have an important impact on the second and third quarter," Oil costs surged as the war in the Middle East intensified, with ongoing uncertainty around the closure of the Strait of Hormuz keeping prices elevated. The spike in oil prices has also fueled concerns that inflation will be pushed higher in many economies. On Thursday, global benchmark Brent crude futures were down by 2.2% to $93.01 a barrel, amid hopes that Washington and Tehran were close to agreeing on a peace deal. "What this this energy shock is going to mean is about $500 million of extra costs per month for as long as the oil remains around in the in the $100 per barrel neighborhood, that is significant," Clerc told CNBC. "And there is so much we can do on reducing costs, but there is a lot we need to do on passing on these costs to customers, because it's such a massive cost increase that we can't shoulder it." He added that the conflict was raising questions about how long the shipping industry — and consumption — could remain resilient. "As some of these costs make their way all the way up to the end consumer, will we see demand destruction at the consumer level? And will that then reverberate throughout the supply chain with softer demand in the second part of th...

Gateway Investment Advisers LLC Buys 2,279 Shares of Tesla, Inc. $TSLA MarketBeat

Qualcomm Incorporated $QCOM Shares Bought by Gateway Investment Advisers LLC MarketBeat

Gateway Investment Advisers LLC Increases Position in Oracle Corporation $ORCL MarketBeat

Encompass More Asset Management Has $1.32 Million Stock Position in Palantir Technologies Inc. $PLTR MarketBeat

Gateway Investment Advisers LLC Trims Stock Position in Palantir Technologies Inc. $PLTR MarketBeat

4月29日一早，上海一家碳酸锂贸易商Marcus接到了下游客户的电话。他对经济观察报记者说：“一周前还在观望的客户，这周开始‘来劲’了，追着要货啦。” Marcus表示，4月23日以来，碳酸锂现货市场报价节奏明显加快，以前一天一个价，现在是一天两三个价，上游捂货惜售的心态很明显。 截至4月30日收盘，广期所碳酸锂主力合约LC2609已实现自4月23日以来的“七日连涨”，从17.796万元/吨起步，一路涨至18.908万元/吨，累计涨幅达12%；同一时间，电池级碳酸锂现货均价站上19.1万元/吨，单周涨幅超过8%。截至5月6日收盘，广期所碳酸锂主力合约LC2609报19.94万元/吨，单日涨幅7.31%。同日，上海有色网（SMM）电池级碳酸锂现货均价报18.76万元/吨。 期货与现货同步走强、储能排产连创新高，锂市场开始转热，步入“立夏”节气。 但产业链各环节的感受并不相同：上游矿企开始收复利润空间，中游材料厂夹在涨价的原料与压价的客户中间，下游储能集成商则在成本博弈中寻找新的生存方式。 涨价进行时 在Marcus眼中，这轮锂价上涨和2022年暴涨不同，当年是下游恐慌性囤货驱动，中间商、电池厂都在抢货，库存堆得很高。但这轮锂价上涨，产业链各环节库存普遍处于低位，去年去库存去得比较彻底。 他说：“现在不是囤货，是刚需补库。” 广期所的盘面结构亦在印证这一判断。LC2609合约近远月价差收窄，呈现“近高远低”的back结构（即期货近月合约价格高于远月合约价格），反映市场对短期现货紧张的担忧大于对远期供给过剩的预期。一名从事碳酸锂期货套保业务的人士对记者分析，盘面结构显示，4月23日前后，市场定价的逻辑从“供给过剩”转向“短期紧平衡”。 供给端的扰动，是这轮上涨的推手之一。4月下旬，马里一处锂矿发生安全事件，市场对当地锂资源出口的稳定性产生担忧。在更早的4月初，印尼方面释放信号，将加强对锂矿出口的配额管理，以减少资源廉价外流。澳大利亚Greenbushes矿2026财年产量下调13%的消息，亦被市场广泛消化。三则消息叠加，使全球流通锂资源的增量预期明显收敛。 国内方面，锂云母提锂企业的成本压力并未缓解。 4月28日，江西一家锂云母提锂企业人士对经济观察报记者表示，碳酸锂价格在15万元/吨以下时，很多提锂企业是亏损的，“现在涨到18万元、19万元，部分企业勉强回到成本线以上，...

近日，中国科学院自动化研究所团队围绕灵长类大脑语言背侧通路的演化机制开展了跨物种比较研究，在狨猴（Marmoset）脑中鉴定出与人类高度同源的神经纤维束—弓状束（Arcuate Fasciculus）。研究进一步证实，狨猴弓状束能够稳定投射至腹外侧额叶皮层，其脑连接特征相较于猕猴更接近人类，且精准关联发声交流相关脑功能区，在听觉与运动信息协同整合中起到关键作用。该研究揭示了语言相关神经架构并非仅由物种亲缘关系决定，而是受社会生态与复杂发声交流需求驱动趋同演化，为追溯人类语言能力的神经起源提供了重要线索。（央视新闻）

Source: Bloomberg, 0:00

就在前两天，5月4日，豆包在App Store悄悄更新了一条声明： 将在免费版基础上推出付费订阅，三档定价分别是68元、200元和500元每月。 免费用了两三年的豆包，终究还是走出了“付费”这一步。 评论区迅速分成两派。一派觉得割韭菜，免费用得好好的，凭什么收钱；另一派早有预料，毕竟字节跳动去年在AI上砸了超过1500亿，研发成本带来的压力是肉眼可见的，推出“付费”业务不仅有助于缓解这种研发压力，也是AI行业里最基础的操作——他Claude、GPT可以收会员费，为何我豆包就收不得？ 不过，今天咱们的重点不是说“豆包”该不该收费，因为这个问题的答案是显而易见的：又不是给你停了“免费版”，只是多了个“付费会员”的选项罢了，不想花钱那就不花嘛，没人逼你。 今天老局想聊的重点是：我们作为普通消费者，应不应该为AI付费。 我的判断是：该付，而且值得付——核心不在于你为哪个AI大模型付费，你完全可以选择不给豆包投一分钱。 真正的核心在于，我们要接受“付费使用大模型”这件事儿，在于我们要认识到“付费使用大模型”的意义。 免费的时代，过去了 免费，是互联网时代留下的习惯。 付费，才是AI时代的游戏规则。 过去二十年，中国互联网给了我们一套根深蒂固的消费逻辑：好东西就该免费。 这套逻辑在互联网时代是成立的。新闻、音乐、视频、地图，平台把内容免费铺给你，用广告和数据换钱。你薅羊毛，它卖流量，双方各取所需。免费不是慈善，是商业模式。 这套模式能跑通，背后有一个关键前提：内容本身是标准化的，边际成本趋近于零。一篇新闻写出来，给一个人看和给一千万人看，服务器成本的差距微乎其微。平台把这个“几乎不花钱”的内容免费发出去，换来你的注意力和数据，再把注意力卖给广告主。 整个链条里，内容只是诱饵，你的注意力才是平台和广告主之间交易的商品。 所以，免费从来不是真的免费——你用时间换内容，用隐私换服务，用注意力换流量。只是这笔交易足够隐蔽，隐蔽到大多数人从未察觉自己在付出什么，甚至往往“乐在其中”。 这套游戏规则统治了中国互联网将近二十年，深刻地塑造了我们的消费心理：好东西不该收钱，收钱的都是割韭菜，哪怕不是割韭菜，那也显然是不值得付费的。 最直观的例子就是B站各位up主的视频数据：优秀如“小约翰可汗”、“渤海小吏”这样的头部up，其付费充电视频的播放量较之于免费视频也都是有巨大落差的。 蓝色框线内为付...

就在刚才，马斯克在X平台上发布了一条简短的声明：xAI从此以后不再是独立的公司，其所有业务将并入SpaceX，以“SpaceXAI”的名义继续运营。 至此，这个成立不到三年的人工智能公司画上了句号。 同一天，SpaceX宣布与Anthropic达成协议，允许这家竞争对手使用Colossus 1数据中心的全部算力。 这次合作可以说是戏剧性拉满。 因为就在几个月前，马斯克还在公开嘲讽Anthropic和阿莫迪。 2月13日，当Anthropic宣布完成300亿美元融资时，马斯克在X上发帖称这家公司“厌恶西方文明”，指责其AI模型“misanthropic（厌恶人类）且邪恶”，还声称Claude存在种族和性别偏见。 3月初，当阿莫迪在采访中表示Claude可能已经获得了某种“意识”并展现出“焦虑”迹象时，马斯克只用两个字回应：“He‘s projecting（他在投射自己的情绪）”。 但现在的情况是，马斯克的态度发生了180度转变。 他在X上写道：“上周我花了很多时间与Anthropic的高级团队成员交流，了解他们如何确保Claude对人类有益，我印象深刻。我遇到的每个人都非常有能力，并且非常关心做正确的事。” 这个转变的背后，是赤裸裸的商业逻辑。 SpaceX已经将AI训练业务转移到Colossus 2，Colossus 1的闲置算力需要找到买家。 而Anthropic的Claude使用量激增，阿莫迪公开表示预计收入增长10倍，结果实际增长了80倍，急需更多算力。 大家都是成年人，没有好坏，只有利弊，双方也只是各取所需罢了。 01 Anthropic到底想要什么 先看Anthropic。 阿莫迪其实根本不在乎“和马斯克和解”，他只需要一件事，那就是算力确定性。 过去半年，Claude的增长速度已经快到让基础设施跟不上。 Anthropic自己披露，2025年底公司的年化收入大约是90亿美元，到了2026年4月已经超过300亿美元。两个月前，年化支出超过100万美元的企业客户还有500多家，两个月后已经超过1000家。 这意味着什么？ 意味着Claude正在变成企业、开发者和Agent工作流里的基础设施。就像微信一样，你只要在国内使用手机，就必须得装一个微信。 Claude Code尤其明显，现在几乎没有哪个程序员说自己可以不用Claude Code的。如果有，那他电脑里...

财联社5月7日讯（编辑胡家荣） 港股三大指数集体走强。截至收盘，恒生指数涨1.57%，报26626.28点；科技指数涨3.06%，报5121.10点；国企指数涨1.35%，报8919.48点。 注：恒生科技指数的表现 具体来看，科技指数高开高走，该指数盘中一度升至5137.42点，随后小幅回落。 同期科技指数的成份股也出现上涨，其中快手-W(01024.HK)、金山软件(03888.HK)、阿里巴巴-W(09988.HK)、百度集团-SW(09888.HK)均涨超4%。 今日市场 从市场表现来看，半导体、光通信、航空股走强，而石油、煤炭股走低。 半导体股持续走强 纳芯微涨超9% 截至收盘，纳芯微(02676.HK)涨9.36%，华虹半导体(01347.HK)涨8.69%，爱芯元智(00600.HK)涨4.76%。 消息面上，有媒体报道称，马斯克的商业航天公司SpaceX计划初步斥资550亿美元，在美国德州建造一座“分阶段、采用新一代技术、垂直整合的半导体制造及先进计算制造工厂”。 另一方面，五一前后，海外半导体巨头业绩集体超预期，也直接带动了全球半导体板块情绪升温。 光通信股延续涨势 长飞光纤光缆涨近9% 截至收盘，长飞光纤光缆(06869.HK)涨8.69%，剑桥科技(01729.HK)涨4.74%，京信通信(02342.HK)涨4.61%。 消息方面，5月6日，全球芯片巨头英伟达与光纤通信领域领导者康宁公司达成一项多年期战略合作协议。根据协议条款，康宁将在美国北卡罗来纳州和得克萨斯州新建三座先进制造工厂，专门为英伟达定制生产高性能光学连接解决方案。受此消息刺激，港股光通信股应声走强。 航空股表现亮眼 中国国航涨超5% 截至收盘，中国国航(00753.HK)涨5.40%，中国南方航空(01055.HK)涨5.05%，国泰航空(00293.HK)涨4.71%。 消息方面，美伊局势趋于缓和，国际油价应声下跌。美国WTI原油期货价格跌破100美元大关，目前报94.15美元，创近日新低。 值得注意的是，航空业作为燃油成本高度敏感的行业，燃油支出通常占运营成本的25%至40%。此次油价显著回落，将有效缓解航空公司成本压力，为业绩改善提供有力支撑。 能源股集体回调 石油股跌幅居前 与上涨板块形成鲜明对比的是，能源股今日普遍承压下行。截至收盘，中国石油股份(00857.HK)跌...