hapabapa Palantir Technologies ( PLTR ) was upgraded to Buy at Argus after it reported what the investment firm called a “stellar” first quarter. Shares fell fractionally in premarket trading on Wednesday. “Palantir had another stellar quarter in 1Q and is both accelerating revenue and expanding margin as its core U.S. government business is reaccelerating and as it continues expansion into the U.S. commercial market,” analyst Joseph Bonner wrote in a note to clients. “This consistently strong fundamental performance comes against the backdrop of the PLTR shares being down more than 50% from their 2025 highs. Investors may have bunched Palantir in with others in the software technology industry that are believed to be vulnerable to disruption by GenAI models. Palantir's strong upward guidance revision in just the first quarter of 2026, as well as its actual results, provide a disconnect to the market's view—which we think can be exploited.” Bonner, who also raised his estimates on Palantir and put a $190 price target on the stock, said the expansion in the commercial market is likely to be a “key growth driver” over the following years. “As is the case with some others in the software industry, demand for the company's solutions is outstripping its ability to service new business,” Bonner added. “In our view, that is a high-class problem. Palantir is developing new, artificial intelligence-powered (AI-powered) applications and features to expand its business. While the PLTR shares have sold off in recent months, its valuation metrics remain exceptionally high. That said, we believe its fundamentals are also exceptionally strong.” More on Palantir Palantir: Hypergrowth Kicking In Palantir: Another Strong Earnings Report Palantir's Q1 Review: The Narrative Refuses To Turn, But It Should Army pushes tech giants, defense firms to 'hack’ weapons into AI-ready network Palantir stock drops despite strong results—These ETFs have the highest exposure

hapabapa Palantir Technologies ( PLTR ) was upgraded to Buy at Argus after it reported what the investment firm called a “stellar” first quarter. Shares fell fractionally in premarket trading on Wednesday. “Palantir had another stellar quarter in 1Q and is both accelerating revenue and expanding margin as its core U.S. government business is reaccelerating and as it continues expansion into the U.S. commercial market,” analyst Joseph Bonner wrote in a note to clients. “This consistently strong fundamental performance comes against the backdrop of the PLTR shares being down more than 50% from their 2025 highs. Investors may have bunched Palantir in with others in the software technology industry that are believed to be vulnerable to disruption by GenAI models. Palantir's strong upward guidance revision in just the first quarter of 2026, as well as its actual results, provide a disconnect to the market's view—which we think can be exploited.” Bonner, who also raised his estimates on Palantir and put a $190 price target on the stock, said the expansion in the commercial market is likely to be a “key growth driver” over the following years. “As is the case with some others in the software industry, demand for the company's solutions is outstripping its ability to service new business,” Bonner added. “In our view, that is a high-class problem. Palantir is developing new, artificial intelligence-powered (AI-powered) applications and features to expand its business. While the PLTR shares have sold off in recent months, its valuation metrics remain exceptionally high. That said, we believe its fundamentals are also exceptionally strong.” More on Palantir Palantir: Hypergrowth Kicking In Palantir: Another Strong Earnings Report Palantir's Q1 Review: The Narrative Refuses To Turn, But It Should Army pushes tech giants, defense firms to 'hack’ weapons into AI-ready network Palantir stock drops despite strong results—These ETFs have the highest exposure

Samsung reaches $1 trillion market cap on booming demand for high-bandwidth memory for AI.

伊朗高级议员于X平台表示，Axios的报道更像是美国的愿望清单，而非现实。美国在这场失败的战争中不会获得任何通过面对面谈判未能获得的东西。（路透）

通过地方政府债券“早发行、早使用、早见效”的策略，对稳增长形成有力支撑。 今年前4个月地方政府借钱规模创下同期历史新高。 根据财政部及地方公开发债等数据，今年前4个月全国发行地方政府债券约3.92万亿元，同比增长约10.8%。 “这体现了今年更加积极的财政政策明显靠前发力，通过地方政府债券‘早发行、早使用、早见效’的策略，对冲今年以来经济下行压力，对稳增长形成有力支撑。预计二季度地方政府债券迎来发行高峰。”同济大学经管学院教授钟宁桦告诉第一财经。 今年以来约4万亿元的地方政府债券发行有何特点？资金投向何处？成效如何？ 两条腿走路 为应对经济下行，今年中国继续实施更加积极的财政政策，其中一个重要政策工具正是通过发行较大规模地方政府债券推动重大项目建设，以扩大内需，促进经济发展。 地方政府公开发债数据显示，今年前4个月发行的3.92万亿元地方政府债券中，新增债券发行约1.65万亿元，同比增长10.4%；再融资债券发行约2.27万亿元，同比增长11.1%。 地方政府新增债券资金主要用于基础设施等重大项目、民生项目等的建设。而再融资债券的资金则用于偿还旧债，如偿还到期的地方政府债券本金、置换存量隐性债务等，即“借新还旧”。 中央财经大学教授温来成告诉第一财经，今年是“十五五”规划开局之年，为了实现良好开局，地方政府投资项目开工建设需求较大，因此前4个月新增债券保持较快发行，满足相关项目资金需求。 目前地方政府新增债券中，以新增专项债券为主。根据企业预警通数据，今年前4个月地方合计发行新增专项债券1.33万亿元，增长12.1%。其中约1.15万亿元投向项目建设，具体来看约28%的资金投向市政和产业园区基础设施、约19%投向交通基础设施、约13%投向保障性安居工程、约12%投向土地储备、约10%投向医疗、教育等社会事业、约7%投向农林水利等。 钟宁桦表示，从前4个月地方政府债券资金投向来看，传统基础设施建设依然是基本盘，同时资金明显向房地产相关的领域（如保障性安居工程、土地储备等）倾斜。此外，5G基站、算力中心等新基建项目的支持力度也在加大。 “近年来专项债资金支持城中村改造和收购存量商品房等，既盘活了存量资产，又为保障性租赁住房提供了房源，推动住房供给向‘市场+保障’双轨制转型，有利于稳定房地产市场。”钟宁桦说。 今年前4个月地方政府债券更多的资金依然用于“借新还旧”，尤其是...

jetcityimage BorgWarner ( BWA ) announced on Wednesday it secured a new deal with a European OEM, expanding its on-highway commercial vehicle segment presence. The contract includes the supply of VTG turbochargers and EGR coolers for a Euro 7-compliant 6-cylinder diesel engine, strengthening customer ties. The solution targets better fuel efficiency, performance, and stricter emission norms, which are key for long-haul truck demands. The production is expected to start by the end of 2028, giving long-term revenue visibility with manufacturing across UK and Spain plants. Source: Press Release More on BorgWarner BorgWarner: Time To Change The Thesis (Rating Downgrade) BorgWarner Inc. (BWA) Presents at Bank of America Global Automotive Summit Transcript BorgWarner Is Good, But No Longer Great (Downgrade) BorgWarner Non-GAAP EPS of $1.24 beats by $0.07, revenue of $3.53B beats by $30M BorgWarner Q1 2026 Earnings Preview

Key PointsThese stocks all yield more than 2%.

From Big-Box King to Omnichannel Powerhouse A decade ago, Walmart (NYSE: WMT) was widely viewed as the cautionary tale of physical retail. Amazon was eating its lunch, eCommerce was an afterthought, and the stock traded sideways for years. What followed was one of the more underappreciated turnarounds in large-cap retail. The pivot started with the ... Walmart Has Rewarded Patient Investors: A Prospective Dividend King’s Long-Term Payoff

美国能源部长克里斯·赖特在福克斯商业频道表示，无论如何，美国都将实现霍尔木兹海峡的自由通行。 他说：“这可以通过与伊朗达成协议来实现，也可以在与伊朗没有协议的情况下实现”。 责任编辑：刘明亮

Corning ( GLW ) announced on Wednesday that it will upgrade and extend its Springboard plan, driven by growth across its Market-Access Platforms (MAP). The company said it expects to reach its target of a $20B annualized sales run rate by the end of 2026, delivering a 15% sales CAGR from Q4 2023 to Q4 2026. Entering 2027, Corning will begin a new phase of accelerating growth, and the company expects a significantly higher sales CAGR of 19% from Q4 2026 to Q4 2030, it added. Corning expects to achieve its 2026 internal Springboard plan, which it upgraded in January, to add $6.5B in incremental annualized sales from its Q4-2023 starting point, reaching a $20B annualized sales run rate by the end of 2026. The company is also upgrading its internal Springboard plan to now grow sales to a $30B annualized run rate by the end of 2028, as it captures a $17B spring versus the $11B spring it outlined in January. The company is now also providing a high-confidence plan to grow sales to a $27B annualized run rate by the end of 2028. By the end of 2030, Corning is extending its internal Springboard plan to grow sales to a $40 billion annualized run rate. The company is also providing a high-confidence plan to grow sales to a $35B annualized run rate by the end of 2030. The company's share jumped nearly 18% during pre-market trading on Wednesday. It also announced a new long-term deal with Nvidia ( NVDA ) to boost optical connectivity capacity by 10 times. Wendell P. Weeks , chairman, chief executive officer, and president, said, “As we enter a new phase of accelerating growth in 2027, we expect important contributions and milestones in each of our market-access platforms. At today’s event, we will focus on our overall corporate outlook for this exciting period. We will also take a deeper dive on the technical trends driving our new Photonics MAP, as well as stronger growth in our Enterprise Networks MAP.” Weeks continued, “In our enterprise MAP, we expect to capture strong growt...

LME锡主力合约大涨7%，现报53350.0美元/吨。

JHVEPhoto/iStock Editorial via Getty Images Supermicro: Wrong-footed This Time By Dip Buyers Returning To Defend What can I say? I guess this time I was really, really wrong-footed about my reservations on the stock of Super Micro Computer, Inc. ( SMCI ). SMCI is uninvestable? (Bloomberg) It was only back in late March, when the company faced another confidence crisis that threatened to make its so-called stock “uninvestable.” Although I didn't actually say and mean that (since I don’t believe in absolutes in investing), I acknowledged that a bearish downgrade on SMCI was affirmed . Yet, that downgrade not only proved to be poorly timed, but SMCI has significantly outperformed the market since then. Yes, the market has simply ignored the doom and gloom in the media as the stock formed another remarkable bottom. I had thought back in my SMCI writeup that the $17 level could be tested, but to no avail. Not only did the market not proceed to test that level, SMCI is now up almost 20% in pre-market trading following the release of its third fiscal quarter earnings release. Much has been discussed about the allegations into illegal diversion of Nvidia chips ( NVDA ) to China by one of its former employees, so I wouldn't be going into that. You can always refer to our past discussion or even to other well written analyses on Seeking Alpha for that. More importantly, I think the market has at least given us its verdict that it’s time to move on for now even though the matter has not been conclusively resolved. Why? Because Supermicro’s FQ3 card not only debunked worries that allocation of supplies is definitely in trouble, it has also been making gains in the enterprise space. Supermicro Q3: Pretty Solid To Be Honest Supermicro supply allocation (Super Micro Computer, Inc. (SMCI) Q3 2026 Earnings Call) CFO David Weigang provided just about the clarity that Wall Street wants to know, emphasizing that “there has been no change in allocation.” I guess I don’t have to overstat...

New certified integration helps manufacturers unify ERP, CRM, and commerce data in real timeLOS ANGELES, May 06, 2026 (GLOBE NEWSWIRE) -- OroCommerce, a B2B eCommerce platform for manufacturers, distributors, and wholesalers, today announced a certified integration with iPaaS.com, a hub-and-spoke integration platform designed to centralize and control enterprise data flows. The integration is now available in the iPaaS.com Certified Integration Marketplace. This partnership addresses a core chal

Olenox Industries ( OLOX ) will implement a 1-for-10 reverse stock split effective May 8, 2026. The move aims to boost share price to meet Nasdaq Capital Market $1 minimum bid requirement. Outstanding shares will be reduced from ~10.2M to ~1.2M. OLOX shares down 6% premarket. More on Olenox Industries Financial information for Safe & Green Holdings

The Putnam BDC Income ETF (NYSE:PBDC) was designed to give yield-hungry investors a one-ticket basket of business development companies. The selection process leans into the largest, most liquid BDCs and ends up overweighting Blue Owl-managed names, a tilt that is starting to look uncomfortable as base rates fall, NAVs slip, and dividend coverage thins out. ... PBDC investors should know their yield depends on four fragile holdings

Welcome to the Brussels Edition. I’m Sam Stolton, EU competition reporter with Bloomberg, bringing you the latest from the EU. Make sure you’re signed up . The US is upping the ante against the European Union over accusations the bloc is stalling ratification of its transatlantic trade deal, with the threat of fresh vehicle tariffs looming large. US Ambassador to the EU Andrew Puzder told Bloomberg this morning that not only would the White House follow through “relatively soon” in imposing a 25% levy on European vehicles, but the US is also prepared to “walk away” from its deal unless EU negotiators ratify the accord with haste. The 25% tariff would mark a significant hike from the 15% ceiling that President Donald Trump and EU Commission President Ursula von der Leyen agreed on at their meeting in Turnberry, Scotland, last July. If followed through, the fresh levies could prompt the EU to impose counter-measures of their own. Puzder’s caution comes on the heels of assurances from EU trade chief Maros Sefcovic to US Trade Representative Jamieson Greer that the US trade accord should be in place by July. But for the US, that timeline is unlikely to wash, according to Puzder. “I don’t know that July would be fast,” Puzder said, adding that Trump is jockeying for “something more rapid, something quicker.” For his part, Greer adopted a similarly hawkish line, saying that EU changes being considered could limit American exports to the bloc. “We didn’t agree to” those tweaks, he told Bloomberg TV after a G-7 meeting in Paris. The broadside adds pressure to EU lawmakers and capitals as they gather for closed-door discussions this evening in Brussels, where they’ll negotiate among themselves over final amendments of the trade deal – including a potential expiration date. While tonight’s meeting is unlikely to lead to wholesale agreement on the trade package, EU negotiators find themselves under intensifying pressure to move quickly. “What the president was saying was, ‘Loo...

alacatr/iStock via Getty Images Good Q1 But Margins Can't Grow Forever Eaton Corporation ( ETN ) delivered a modest beat in Q1 2026 earnings with strong sales growth partly offset by weaker margins in the Electrical Americas segment as the company warned last quarter . Updated full year guidance reflected more of this. Organic sales are now expected to be up 9 - 11% this year, above the 7 - 9% previously forecasted. New segment operating margin guidance of 24.1 - 24.5% is half a percentage point lower. Since my last article, where I reiterated a Buy rating, shares returned around 16%, near the best of its Electrical Equipment industry peers. Seeking Alpha Orders and backlog were up strongly, mainly driven by data center construction in both Electrical segments. In Electrical Americas, startup costs of new capacity impacted margins, while in Electrical Global, sales and margins benefitted from foreign exchange effects with a weaker dollar. High demand in the aerospace market helped drive record sales, margins, and operating profit in that segment, while Mobility continues to lag as Eaton prepares to spin it off by the end of Q1 2027. Eaton outperformed on the M&A front in the quarter. The April 2025 acquisition of Fibrebond, a designer and builder of modular power enclosures for data center, industrial, utility and communications customers, added to Electrical Americas inorganic growth in Q1. In the Aerospace segment, control and sensor provider Ultra PCS was acquired in January. The big deal, though, was the purchase of Boyd Thermal on March 12, well ahead of the midyear target. Boyd provides liquid cooling solutions for data centers, aerospace, and other markets. These three businesses are expected to add $1.78 billion to total Eaton sales in 2026 as measured after the acquisition date. The downside of the M&A is that Eaton nearly doubled its long-term debt, to $18.6 billion at the end of Q1 from $9.9 billion at the start of the year. The company also ended Q1 with...

Kagenmi/iStock via Getty Images According to a global outlook report from BNP Paribas, the economic fallout from the Middle East conflict is expected to weigh on global growth and keep inflationary pressures elevated, even if hostilities ease in the near term. The bank warned that the disruption to energy supply chains and broader geopolitical uncertainty has already caused enough damage to leave a lasting mark on the world economy. BNP Paribas said it now expects “lower GDP growth, higher inflation and more hawkish central banks” than it projected at the beginning of the year, prompting the firm to revise both its growth and inflation forecasts. The report noted that the supply shock tied to the conflict has been “sufficiently extensive and durable to inflict damage on the global economy, even if hostilities were to cease tomorrow.” Despite the more cautious outlook, the bank stopped short of forecasting a global recession. Analysts pointed to strong economic momentum entering 2026, alongside continued investment tied to artificial intelligence and rising defense spending, as factors helping to cushion the slowdown. “Our bottom line is therefore that the war will dent rather than derail the resilience,” BNP Paribas stated, emphasizing that underlying structural drivers continue to support economic activity despite mounting geopolitical pressures. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). Fixed Income ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), ( BIL ), ( AGG ), ( BND ), ( VCIT ), ( MUB ), ( MBB ), ( JNK ), ( LQD ), ( HYG ), ( VTIP ), ( TIP ), ( SCHP ), ( STIP ), ( TIPX ), ( SPIP ), ( WIP ), ( GTIP ), ( LQDI ), and ( RINF ). More on markets Yields slide as U.S.-Iran deal hopes spark an oil selloff and boost equities Strait of Hormuz reopening odds jump as U.S.-Iran deal talks advanc...

Tesla (NASDAQ:TSLA) sits below $400 after a sharp slide from December’s $489.88 peak, making the question of what to do here both immediate and contested. Tesla makes electric vehicles, sells energy storage, and is pivoting its valuation entirely onto autonomy and humanoid robotics. The stock now trades on Robotaxi miles, FSD subscriber growth, and Optimus ... Buy, Hold or Sell Tesla Stock Below $400 in May 2026?

据伊朗学生通讯社6日报道，伊朗外交部发言人说，伊朗正在审阅美国提出的方案，总结后将向巴基斯坦方面转达伊朗的意见。(新华社)

格隆汇5月6日｜上海原油连续主力合约日内跌4%，现报640.50元。

Broadcom guidance reveals one signal getting unusual attention thestreet.com

Three men are accused of targeting north London properties linked to Prime Minister Sir Keir Starmer.