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Arm Is Shifting Its Business Model. Earnings Will Be a Test for the Stock.

Yahoo 📅 05/06 21:24 INTC.O
Arm reports earnings Wednesday as investors focus on its move into data center CPUs, a business shift that could put the chip-design company in competition with some of its own customers.

Gunvor signs long-term LNG supply deal with Delfin Midstream - Reuters

Reuters 📅 05/06 21:23
Gunvor signs long-term LNG supply deal with Delfin Midstream Reuters

Lumentum continues to see demand exceeding supply, prompting positive feedback from analysts

Seeking Alpha 📅 05/06 21:23
JHVEPhoto/iStock Editorial via Getty Images Lumentum ( LITE ) revealed during its third-quarter earnings results that it continues to experience demand outpacing supply for its products, which prompted positive feedback from analysts covering the stock. "Focused capex aims to accelerate critical manufacturing capacity across InP fabs and transceivers, supported by customer LTAs," said Needham anal...

伊朗议会发言人:若美方不作出必要让步 伊朗已准备好开火

同花顺 📅 05/06 21:23
当地时间6日,伊朗议会国家安全与外交政策委员会发言人易卜拉欣·雷扎伊在社交媒体上发文称,美方此前在美国阿克西奥斯新闻网(Axios)的多项表态,“是美国人的愿望清单,而非现实,美国人在面对面谈判中得不到的东西,在一场失败的战争中也得不到”。雷扎伊还表示,如果美方不作出必要的让步,伊朗已准备好开火。6日,据美国阿克西奥斯新闻网报道,两名美国官员及另外两名知情人士透露,特朗普政府认为,与伊朗接近达成一...

Iran War Boosts Russia’s April Oil Tax Revenue to Six-Month High

Bloomberg 📅 05/06 21:23
Russia’s oil tax revenues jumped to a six-month high last month as the Kremlin started reaping the benefits of a crude rally driven by the war in Iran. With oil still trading near $100 a barrel, the windfall is set to continue. Russian producers paid 707.1 billion rubles ($9.5 billion) in federal oil taxes last month, the highest since October, according to Bloomberg calculations based on Finance ...

Aurora inks a deal to use autonomous trucks for restaurant supply deliveries

Seeking Alpha 📅 05/06 21:23
DKosig Aurora Innovation ( AUR ) announced on Wednesday that it inked an agreement with McLane Company to launch driverless freight operations in Texas using the Aurora Driver following a successful supervised pilot that began in 2023. The deal sets up McLane, one of the largest U.S. distributors serving chain restaurants, convenience stores, and mass merchants, to move restaurant supplies and per...

Musk, SpaceX to invest $55 billion for Terafab chip facility in Texas

Yahoo 📅 05/06 21:22 TSLA.O
Elon Musk's SpaceX plan a $55 billion investment to build a semiconductor manufacturing facility in Texas.

Deutsche Bank Adjusts Astera Labs Price Target to $280 From $200, Maintains Buy Rating - Moomoo

Google 📅 05/06 21:22 ALAB.O
Deutsche Bank Adjusts Astera Labs Price Target to $280 From $200, Maintains Buy Rating Moomoo

Sector Update: Energy Stocks Fall Pre-Bell Wednesday

Yahoo 📅 05/06 21:22 NVDA.O
Energy stocks were lower premarket Wednesday, with the State Street Energy Select Sector SPDR ETF (X

Is SoFi a Broken Stock or a Broken Company? My Honest Take After Earnings

The Motley Fool 📅 05/06 21:22
In this video, I will talk about SoFi 's (NASDAQ: SOFI) latest earnings report and explain why everyone's wrong about the company. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of May. 1, 2026. The video was published on May. 2, 2026. Continue reading

Worksport names Jennifer Kartychak CFO to boost margins, cash flow

Seeking Alpha 📅 05/06 21:22
Worksport ( WKSP ) announced on Wednesday that it appointed Jennifer Kartychak as CFO, principal financial officer, and principal accounting officer, effective May 1, 2026. This leadership change will help the company scale and target operational cash flow positivity. Jennifer Kartychak replaces former CFO Michael Johnston (resigned April 30), with the firm confirming no disagreement on financial ...

据伊朗塔斯尼姆通讯社,消息人士称,伊朗尚未对美国最新提案作出回应,该提案包含一些不可接受的条款。

华尔街见闻 📅 05/06 21:22
据伊朗塔斯尼姆通讯社,消息人士称,伊朗尚未对美国最新提案作出回应,该提案包含一些不可接受的条款。

SEC proposal to ease quarterly reporting rules could boost IPO appeal, DFIN says

Seeking Alpha 📅 05/06 21:21
ablokhin The U.S. Securities and Exchange Commission has proposed allowing U.S.-listed companies to shift from quarterly to semiannual financial reporting, saying the move is aimed at reducing regulatory burden and giving firms more flexibility. "The rigidity of the SEC’s rules has prevented companies and their investors from determining for themselves the interim reporting frequency that best ser...

Is Amazon’s New End to End Supply Chain Services Platform Altering The Investment Case For Amazon.com (AMZN)?

Yahoo 📅 05/06 21:21 AMZN.O
In early May 2026, Amazon launched Amazon Supply Chain Services, opening its freight, distribution, fulfillment, and parcel delivery network to external businesses across sectors including healthcare, automotive, manufacturing, and retail, with early customers such as Procter & Gamble, 3M, Lands’ End, and American Eagle Outfitters. This move extends logistics capabilities first built for Amazon’s ...

Is Amazon’s New End to End Supply Chain Services Platform Altering The Investment Case For Amazon.com (AMZN)? - Yahoo Finance

Google 📅 05/06 21:21 AMZN.O
Is Amazon’s New End to End Supply Chain Services Platform Altering The Investment Case For Amazon.com (AMZN)? Yahoo Finance

格隆汇5月6日|伊朗通讯社援引不具名消息人士的话:伊朗尚未对美国的最新提议作出回应,该提议包含部分不可接受的条款。

格隆汇 📅 05/06 21:21
格隆汇5月6日|伊朗通讯社援引不具名消息人士的话:伊朗尚未对美国的最新提议作出回应,该提议包含部分不可接受的条款。

Stock Movers: GLW, DIS, AMD (Podcast)

Bloomberg 📅 05/06 21:21 AMD.O
Source: Bloomberg, 4:25

迪士尼新任CEO公布公司发展愿景 营收同比走高

新浪 📅 05/06 21:21 MSFT.O
专题:聚焦美股2026年第一季度财报 迪士尼首席执行官乔希・达马罗在巴黎户外留影。 内容概要 迪士尼 新任首席执行官乔希・达马罗公布了公司长期发展愿景,核心聚焦利用科技触达消费者、提升企业利润。 迪士尼(DIS)周三发布财报,新任 CEO 正式阐述公司长期战略愿景, 以技术为核心 ,拓宽用户触达渠道、提升盈利水平。 乔希・达马罗与首席财务官休・约翰斯顿在财报发布之际,联名致信股东,信件篇幅近 30...

Four insurance brokers upgraded to Buy at Citi

Seeking Alpha 📅 05/06 21:20
JHVEPhoto/iStock Editorial via Getty Images Citi raised its recommendation on four insurance brokers to Buy from Neutral, given a systemic return opportunity in the sector. The stocks were Marsh & McLennan Companies ( MRSH ), Brown & Brown ( BRO ), Arthur J. Gallagher ( AJG ), and Willis Towers Watson ( WTW ). "All the insurance brokers we cover are now rated Buy. This is a consequence of three fa...

阿波罗资产管理规模突破1万亿美元

格隆汇 📅 05/06 21:20
格隆汇5月6日|另类资产管理公司阿波罗全球管理公司公布,第一季度经调整后利润同比增长8%,达到12.1亿美元。资产管理规模突破1万亿美元,推动管理费收入创下历史新高,并计划在2029年前达到1.5万亿美元。

NVIDIA (NVDA.US) further invests in the optical communication sector! Acquires Corning (GLW.US) warrants for $500 million. - Moomoo

Google 📅 05/06 21:20 NVDA.O
NVIDIA (NVDA.US) further invests in the optical communication sector! Acquires Corning (GLW.US) warrants for $500 million. Moomoo

Knife River (KNF) Q1 2026 Earnings Call Transcript

The Motley Fool 📅 05/06 21:20
Image source: The Motley Fool. Tuesday, May 5, 2026 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Rising Airfares Push Chinese Travelers From Planes to Trains During May Day Holiday

财新 📅 05/06 21:20
Passengers board trains at Chengdu East Railway Station on May 4, 2026. Photo: VCG China’s civil aviation passenger volume unexpectedly dropped during the May Day holiday for the first time since the pandemic, as soaring fuel costs and changing vacation schedules dampened flight demand. While air travel fell 5.7% year-on-year to 10.54 million passengers between May 1 and May 5, railway journeys gr...

Tesla Recalls Nearly 219,000 U.S. Vehicles

Yahoo 📅 05/06 21:20 TSLA.O
Software update aims to fix delayed image display problem

S&P Global's Ratings Business Just Got a Volatility Boost

Nasdaq 📅 05/06 21:20
Key PointsS&P Global has three major businesses: indexes, credit ratings, and market intelligence.

DigitalOcean’s AI Surge: How Far Can This Rally Go?

Marketbeat 📅 05/06 21:20
DigitalOcean is well-positioned to sustain growth and cash flow in 2026, with acceleration anticipated in 2027 and 2028.

The World Is Scrambling to Remake Semiconductor Supply Chains

Bloomberg 📅 05/06 21:19
The chip industry is on course to become a $1 trillion business in 2026, confirming its ascent from technology backwater to centerpiece of the world economy. But as revenue skyrockets and investors pile in, creating some of the world’s most valuable companies, strains are beginning to show. The truly global business of designing and manufacturing electronic components, essential to everything from...

Oscar Health rises after Q1 beat amid falling medical costs

Seeking Alpha 📅 05/06 21:19
mohd izzuan Oscar Health ( OSCR ) added ~10% in the premarket on Wednesday after the health insurer exceeded Street forecasts with its Q1 2026 earnings amid a notable decline in its medical expenses. However, the New York-based firm’s revenue for the quarter missed estimates by $270M, reaching $4.7B with ~53% YoY growth due to multiple reasons, including memberships and rate increases. The medical...

华策影视:拟采购不超33亿元服务器 用于为客户提供云算力服务

格隆汇 📅 05/06 21:19
格隆汇5月6日|华策影视(300133.SZ)公告称,公司及下属子公司拟向多家供应商采购服务器,采购合同总金额预计不超过33亿元。本次购买资产主要用于为客户提供云算力服务,不构成重大资产重组及关联交易。本次购买资产是为了满足公司经营发展需要,将促进公司新兴业务的发展。

Corning partners with Nvidia to expand US fiber optic output for AI growth

Yahoo 📅 05/06 21:19 NVDA.O
Corning and Nvidia said on Wednesday they would partner to expand U.S. production ‌of optical connectivity products used in artificial intelligence ‌data centers. The specialty glass maker also raised its long-term sales targets ​on surging demand for AI infrastructure. The deal shows how the AI boom is lifting demand beyond chips, benefiting suppliers ‌such as Corning ⁠that make the fiber-optic e...
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