Malaysia’s anti-corruption agency is seeking to charge two unnamed individuals over a 1.1 billion ringgit (US$278 million) semiconductor deal with British chip designer Arm Holdings, as former economy minister Rafizi Ramli returned for a third day of questioning in the same probe. The Malaysian Anti-Corruption Commission (MACC) said the investigation was nearing completion after officers recorded statements from 22 witnesses, including Rafizi and his former aide, political analyst James...

MoMo Productions/DigitalVision via Getty Images Walmart ( WMT ) has performed admirably over the past decade. They have successfully pivoted from a physical-only retailer to the second-largest e-commerce company in the United States , trailing only Amazon ( AMZN ). They have survived the e-commerce transition that has destroyed so many retailers, such as other big-box retailers like Sears and dozens, if not hundreds, of smaller retailers that thrived in shopping malls—a way of life that dominated America for decades. While gaining market share in e-commerce, they have also managed to grow earnings, and this has allowed them to keep expanding their dividend while keeping the payout ratio low: Data by YCharts Data by YCharts The real issue is valuation—Walmart's EV/EBITDA ratio, among many other valuation metrics, has climbed to highs not seen since around the dot-com bubble. I chose to share EV/EBITDA because it has been much less choppy than the P/E ratio, and I've always found it to do a better job of including debt in the valuation: Data by YCharts Walmart's very high valuation levels seem to be the main focus of many Seeking Alpha analysts, with good reason. However, I noticed that we Seeking Alpha analysts stand in stark contrast with Wall Street analysts, so I think it's worth taking a deeper look at: Seeking Alpha Analysts' Ratings Wall St. Analysts' Ratings With SA analysts giving Walmart an average rating of 2.63 out of 5, that means on average, we are calling Walmart a Hold, but that outlook has dipped into Sell often in the past 3 years, with the average only hitting a Buy range very briefly a few times. As for Wall St. analysts, they called Walmart a solid Buy from 2023-2025, and the average rating has upgraded to Strong Buy ever since mid-2025, with a very strong average rating of 4.54 out of 5. Why the Divergence? When I see such a divergence between SA and WS analysts, it makes me want to dig into the reasoning further. This is anecdotal, but I feel on...

Freshpet press release ( FRPT ): Q1 GAAP EPS of $0.91 beats by $0.82 . Revenue of $297.6M (+13.1% Y/Y) beats by $6.07M . Gross margin of 40.5%, compared to the prior year period of 39.4%. Adjusted Gross Margin of 46.9%, compared to the prior year period of 45.7%.1 Net income of $48.5 million, compared to the prior year period net loss of $12.7 million. Adjusted EBITDA of $37.9 million, compared to the prior year period of $35.5 million.1 More on Freshpet Freshpet: Growth Dynamics Raising Questions Freshpet, Inc. (FRPT) Q4 2025 Earnings Call Transcript Freshpet, Inc. 2025 Q4 - Results - Earnings Call Presentation Freshpet Q1 2026 Earnings Preview Freshpet's moat can withstand threats from Costco's Kirkland and The Farmer's Dog -- Cowen

ITT press release ( ITT ): Q1 Non-GAAP EPS of $1.98 beats by $0.24 . Revenue of $1.21B (+32.5% Y/Y) beats by $100M . 11.7% operating margin (20.3% adjusted) due to productivity, higher volumes, pricing and FX 2026 Guidance The company expects organic revenue growth of 4% to 6%, up 36% to 38% in total vs. estimayed growth of 32.20% Y/y ; operating margin of 12.4% to 13.3% and adjusted operating margin of 19.7% to 20.6%, an increase of 30 to 120 bps. EPS is expected to be $4.15 to $4.45, with adjusted EPS of $7.70 to $8.00 vs. $7.76 consensus , representing growth of 7% to 11% for the full year. Free cash flow is now expected to be between $540 million and $580 million, representing free cash flow margin of 10% to 11% for the full year. The additional four working days in Q1 will be offset in Q4 for the full year. More on ITT ITT Inc. (ITT) Presents at Bank of America Global Industrials Conference 2026 - Slideshow ITT Inc. (ITT) Presents at Bank of America Global Industrials Conference 2026 Transcript ITT Inc. (ITT) Presents at 36th Annual Pump, Valve, and Water Systems Symposium - Slideshow ITT Q1 2026 Earnings Preview Selective strength: Small group of industrial names reaches 52-week highs

Wolfe Research raises AMD stock price target on server strength Investing.com

Bruker press release ( BRKR ): Q1 Non-GAAP EPS of $0.31 beats by $0.08 . Revenue of $823.4M (+2.7% Y/Y) beats by $27.73M . Q1-26 Bruker Scientific Instruments (BSI) bookings up high-single digits % organically yoy; BSI book-to-bill ratio above 1.0x for 3rd consecutive quarter Reconfirming previous FY2026 guidance: Revenues of $3.57 to $3.60 billion (vs. consensus of $ 3.58B) , up 4% to 5% yoy, with organic growth of 1% to 2% Non-GAAP EPS of $2.10 to $2.15 (vs. consensus of $2.12), up 15% to 17% yoy, including an ~8% FX headwind More on Bruker Bruker: A Better, Yet Speculative Proposition Bruker Corporation 2025 Q4 - Results - Earnings Call Presentation Bruker Corporation (BRKR) Q4 2025 Earnings Call Transcript Bruker Q1 2026 Earnings Preview Most oversold mid-cap healthcare stocks on Wall Street amid Middle East disruptions

AMD Stock Hits 52-Week High - Here's Why - Advanced Micro Devices (NASDAQ:AMD) Benzinga

现货白银大涨5%，现报77.58美元/盎司。

Walt Disney Co. posted stronger results than Wall Street expected thanks to improved profitability at its streaming business, new Avatar and Zootopia movies, and guests spending more at the company’s resorts and on cruises. Earnings-per-share, excluding some items, rose to $1.57 in the second fiscal quarter, higher than the average analyst estimate of $1.51, according to data compiled by Bloomberg. Revenue was $24.9 billion, up 7% from a year earlier and also ahead of Wall Street’s estimates. Operating income at all three of Disney’s divisions, entertainment, experiences and sports, beat analysts’ expectations. The results underscore the stability of the company’s business in a new era under Chief Executive Officer Josh D’Amaro , who succeeded Bob Iger in March. Disney said it expects earnings per share to grow 12% this fiscal year. “Creative and operational momentum drove strong quarterly results,” D’Amaro and Chief Financial Officer Hugh Johnston said in a letter to shareholders Wednesday, “and we continue to expect growth to accelerate in the second half of the fiscal year.” Shares rose about 8% in premarket trading in New York. They were down 12% this year through the close of trading on Tuesday, compared with a 6% gain for the S&P 500 Index. Disney’s direct-to-consumer unit, which includes the Disney+ streaming service and is led by Joe Earley and Adam Smith , achieved a double-digit profit margin for the first time, delivering on one of the company’s longstanding ambitions after several years of losses following the platform’s debut. The film studio, led by Alan Bergman , benefited from strong demand for Avatar: Fire and Ash , Zootopia 2 and Hoppers from Pixar Animation Studios. The three movies have generated more than $3.7 billion at the global box office since their release. Operating income fell 5% at the company’s sports division due to lower advertising revenue at ESPN and higher fees for programming. In the current quarter, Disney expects operating inco...

越来越多游客将目光投向了那些“人少、原生态、有烟火气”的小城。 从深度体验小城到为了赛事或者演唱会走出家门，今年五一假期越来越多人不再满足于常规的出游打卡，而是为兴趣、为体验而出发。 第一财经梳理发现，今年五一假期，各出行平台的异地打车、中长线出行等订单均有增加。假期消费也呈现出新的趋势：越来越多游客奔赴小城、高品质的小团游增加以及为了文化活动出行的游客规模在扩大。 因“现场”感而出游 多平台数据显示，今年五一假期出行规模在增长。 滴滴出行数据显示，今年五一假期异地打车订单较平日上涨33%，租车、充电、加油等需求同步走高。 T3出行大数据显示，5月1日至5月5日，用户前往景区的出行需求比去年同期增长了约22%，前往火车站、机场等交通枢纽的出行需求比去年同期增长了超30%。 网约车司机也感受到了假期的忙碌。杭州网约车司机原师傅对第一财经记者表示，他体感4月27日起前往高铁站、机场以及景区的订单就多了起来。假期中的跨城订单也多了不少，“去往景区的订单中最多的是西湖附近，也有不少人去周边城市，比如乌镇和安吉。” 整体看，对比去年，今年人们普遍走得更远。五一期间，滴滴异地打车的用户距离常驻城市平均612公里。2000-3000公里外的异地订单同比上涨21%，3000公里外的异地订单同比上涨34%。 美团《2026五一消费洞察报告》显示，受春假叠加拼假效应驱动，今年五一期间，出行规模显著增长，300公里以上中长线旅游出行订单占比达46%。 演唱会、赛事等不可回放的现场体验，正成为游客出发的理由。滴滴数据显示，五一期间，演唱会周边单量比平日上涨88%，周华健、五月天、草莓音乐节等演唱会打车量位居前列，赛事周边单量比平日平均上涨185%。此外，五一期间的赣超、楚超球场周边打车订单，比平日上涨超200%，宁超、鲁超、苏超球场也都超100%。 美团《2026五一消费洞察报告》显示，今年五一假期，以中超、苏超为代表的体育赛事以及音乐节、演唱会等活动，带动了一波以兴趣为核心的出行消费热潮。假期期间，可容纳8万人的上海体育场迎来人气火爆的中超联赛。比赛期间，“上海体育场附近酒店”的搜索热度同比增长53%。 赛事带动的不只是住宿，也带动了本地餐饮与周边景区消费。五一期间，“苏超”赛事带动淮扬菜订单量同比上涨40%；“南京鸭血粉丝”搜索量同比增长30%，“镇江三怪”搜索量同比增长203%。中山...

Microsoft faces pressure from capacity constraints and competition, even as AI momentum and Azure growth drive demand beyond available supply.

Advanced Micro Devices (NASDAQ:AMD) surged roughly 17% in premarket trading on Wednesday after the chipmaker delivered quarterly results and forward guidance that exceeded Wall Street expectations, driven largely by booming demand from the artificial intelligence sector. Investor enthusiasm accelerated after chief executive Lisa Su highlighted strong momentum in AMD’s server and data center operations during the company’s earnings call.

AMD jumps 17% as AI-driven data center growth fuels earnings beat and analyst upgrades Yahoo Finance

Kennametal press release ( KMT ): Q3 Non-GAAP EPS of $0.77 beats by $0.10 . Revenue of $593M (+22.0% Y/Y) beats by $24.9M . Sales of $593 million increased 22 percent from $486 million in the prior year quarter, reflecting organic sales growth of 19 percent and a favorable currency exchange effect of 5 percent, partially offset by a divestiture effect of 2 percent. The Company's expectations for sales and adjusted EPS for the full fiscal year 2026 are as follows: Sales expected to be $2.33 - $2.35 billion Adjusted EPS is expected to be $3.75 - $4.00 Shares +3.3% PM. More on Kennametal Kennametal: The Fundamentals Still Aren't Cutting It For Me Kennametal Offers Cyclical Leverage, But The Clock Is Always Ticking Kennametal Q3 2026 Earnings Preview Mid-Cap industrial stocks ranked by quant ratings after earnings season Seeking Alpha’s Quant Rating on Kennametal

United Therapeutics press release ( UTHR ): Q1 GAAP EPS of $5.82 misses by $1.04 . Revenue of $781.5M (-1.6% Y/Y) misses by $15.88M . More on United Therapeutics United Therapeutics: The Future Lies With Manufactured Organs United Therapeutics: Maintaining 'Strong Buy' On Second TETON Study Program Win United Therapeutics: Ralinepag Is The Ultimate Defense Against Yutrepia (Rating Upgrade) United Therapeutics Q1 2026 Earnings Preview Smithfield Foods is the most overbought U.S. large-cap stock

格隆汇5月6日｜佰维存储(688525.SH)公告称，近日，公司收到国家集成电路基金二期发来的《股份减持结果告知函》，国家集成电路基金二期于2026年2月4日至2026年5月3日期间，通过大宗交易方式、集中竞价交易方式累计减持公司股份869.67万股，占公司目前总股本的比例为1.8471%。截至目前，本次减持计划时间已届满。

Bio-Techne press release ( TECH ): Q3 Non-GAAP EPS of $0.53 in-line. Revenue of $311.42M (-1.5% Y/Y) misses by $4.64M . Organic revenue decreased 2% compared to the prior year, with foreign currency exchange having a favorable impact of 2%, and non-recurring prior year revenue from a business held-for-sale having an unfavorable impact of 2%. More on Bio-Techne Bio-Techne Corporation (TECH) Presents at Leerink Global Healthcare Conference 2026 Transcript Bio-Techne Corporation (TECH) Presents at TD Cowen 46th Annual Health Care Conference Transcript Bio-Techne Q3 2026 Earnings Preview Most oversold mid-cap healthcare stocks on Wall Street amid Middle East disruptions Seeking Alpha’s Quant Rating on Bio-Techne

A fourth manager of the season seemed a wild strategy but Portuguese coach has galvanised the squad and this journey could end in the Champions League Football, it transpires, is not rocket science. If it were, Nottingham Forest would not be close to securing Premier League survival and two games from Champions League football next season. The club’s approach could hardly be described as methodical but whether by accident or design, Vítor Pereira, Forest’s fourth head coach in six months, has found the right formula. When eight changes to the lineup were announced for Monday’s visit to Chelsea , eyebrows were raised as the second string were sent out. It allowed Pereira to rest others for Thursday’s Europa League semi-final second leg at Aston Villa. Within two minutes they were ahead and by the hour they were out of sight and a further step towards salvation thanks to a third away win in a row. Continue reading...

格隆汇5月6日｜据日经新闻，印度总理莫迪与越南国家主席苏林周三举行广泛会谈，讨论能源、关键矿产以及供应链韧性等领域合作。双方寻求进一步提升伙伴关系，并计划到2030年将双边贸易额提高至250亿美元。莫迪在会谈后表示：“今天，我们将双边关系提升至更高层次的全面战略伙伴关系，并将推动双方伙伴关系迈向更高目标。”他补充称，双方将在安全、可持续发展、供应链韧性以及文化、互联互通和能力建设等各领域深化合作。他指出，过去十年间，印越贸易额已翻倍至160亿美元。莫迪表示：“我们作出了多项重要决定，力争到2030年将双边贸易额提升至250亿美元。”他说，双方还同意在年底前“更新”印度-东盟贸易协定。

Nasdaq Futures Rally on Upbeat AMD Earnings and U.S.-Iran Peace Deal Optimism Barchart.com

June Nasdaq 100 E-Mini futures (NQM26) are trending up +1.61% this morning as optimism that the U.S. and Iran are close to a peace agreement, along with upbeat quarterly results and guidance from Advanced Micro Devices, boosted sentiment.

Bloomin' Brands press release ( BLMN ): Q1 Non-GAAP EPS of $0.67 beats by $0.10 . Revenue of $1.06B (+1.0% Y/Y) beats by $20M . The increase in Total revenues was primarily due to higher comparable restaurant sales. Financial Results: Q2 2026 Outlook U.S. comparable restaurant sales 1% to 2% Diluted earnings per share (1) $0.24 to $0.29 Adjusted diluted earnings per share (1) $0.27 to $0.32 Click to enlarge Comparable restaurant sales (stores open 18 months or more): U.S. Outback Steakhouse (0.3 )% Carrabba’s Italian Grill 1.3 % Bonefish Grill 6.1 % Fleming’s Prime Steakhouse & Wine Bar 0.8 % Combined U.S. 0.9 % Click to enlarge More on Bloomin' Brands Bloomin' Brands, Inc. 2025 Q4 - Results - Earnings Call Presentation Bloomin' Brands: Traffic Is Improving, But Inflation Is Winning The War Bloomin' Brands, Inc. (BLMN) Q4 2025 Earnings Call Transcript Bloomin' Brands Q1 2026 Earnings Preview Bloomin' Brands dips after JPMorgan turns bearish

Advanced Micro Devices has considerable room to run over the next year, largely due to structural agentic artificial intelligence tailwinds following a strong first-quarter report, according to Goldman Sachs. The investment bank upgraded the chipmaker name to buy from hold. It also hiked its price target on shares to $450 from $240, implying 27% upside from Tuesday's close. AMD shares rallied 18% after the company posted first-quarter results that beat analyst expectations. Second-quarter revenue guidance was also well above estimates. AMD 5D mountain AMD rallies "We expect proliferation of agentic AI in enterprise and consumer workloads to act as a medium-term tailwind to the server central processing unit (CPU) [total addressable market], benefiting AMD," analyst James Schneider said Tuesday in a note to clients. "AMD presents a compelling opportunity for exposure to agentic AI adoption via server CPUs." Agentic AI refers to a set of AI-powered tools that can function as assistants in a variety of tasks, interacting with various applications without human supervision. The analyst added that a shift toward "more inference workloads" due to booming demand for AI data centers should increase orders of the company's CPUs. Chips with x86, much like those produced by AMD, are likely to get a boost from a rise in enterprise AI agents, he added. Goldman Sachs thinks that AMD will rake in server CPU revenue of $21.1 billion by the end of 2027, or 24% above the consensus estimate on the Street. Most analysts are bullish on AMD. Of the 52 covering the stock, 39 have a buy or strong buy rating, LSEG data shows.

Campaigners are calling for a ban on the use of the weedkiller over health concerns.

Dampskibsselskabet Norden A/S press release ( DPBSF ): Q1 net profit of $11.2M (vs. $32.5M in Q1/2025). Revenue of $813.5M (+1.8% Y/Y). More on Dampskibsselskabet Norden A/S Dampskibsselskabet Norden A/S 2026 Q1 - Results - Earnings Call Presentation Dampskibsselskabet Norden A/S 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Dampskibsselskabet Norden A/S Dividend scorecard for Dampskibsselskabet Norden A/S Financial information for Dampskibsselskabet Norden A/S

NiSource press release ( NI ): Q1 Non-GAAP EPS of $1.06 beats by $0.01 . Revenue of $3.7B beats by $100M . NiSource is reaffirming its 2026 non‑GAAP consolidated adjusted EPS guidance of $2.02-$2.07 and raising its consolidated compound annual growth rate with respect to non‑GAAP consolidated adjusted EPS to 9%-10% from 2026 through 2033. More on NiSource NiSource: Positioned For Further Data Center-Powered Growth NiSource Inc. 2025 Q4 - Results - Earnings Call Presentation NiSource Inc. (NI) Q4 2025 Earnings Call Transcript NiSource Q1 2026 Earnings Preview NiSource rises after signing data center deals with Google, Amazon

AI earnings aftermath: AMD, SMCI, NVTS, and the Nasdaq FXStreet

格隆汇5月6日｜CVS健康公司预计本财年调整后每股收益为7.30-7.50美元，先前预测为7-7.20美元，市场预估为7.12美元。业绩公布后，CVS健康盘前上涨4.1%。

Perrigo press release ( PRGO ): Q1 Non-GAAP EPS of $0.43 beats by $0.12 . Revenue of $969M (-6.8% Y/Y) misses by $71M . Core net sales were $842 million, declining 8.3% year over year, while Core organic net sales decreased 11.0%. Core adjusted operating margin decreased 110 basis points to 12.8%. Maintained full‑year 2026 outlook with continued expectation for second half improvement. All In Ex InfantFormula Ex Divestitures Core ForeignCurrency OrganicCore Net Sales Growth (5.5)% to (1.5)% vs. estimated growth of -3.51%Y/Y — ~270 bps (3.0)% to +1.0% (0.5) % (3.5)% to +0.5% Adj. Gross Margin 36.5% to 37.5% ~240 bps ~(10) bps 39.0% to 40.0% Adj. Operating Margin 12.5% to 13.5% ~260 bps ~(10) bps 15.0% to 16.0% Adj. EPS $2.00 to $2.30 vs. $2.11 consensus ~$0.30 ~$(0.05) $2.25 to $2.55 Click to enlarge Other assumptions Net interest expense of approximately $156 million. Adjusted effective tax rate of approximately 20.0%. Adjusted weighted average shares outstanding of approximately 140.5 million. Net leverage of, or slightly lower than, approximately 4.0 times adjusted EBITDA. Cash from operating activities as a percentage of adjusted net income in the mid-60% range. More on Perrigo Perrigo: Positioning Through A Thesis Reset Perrigo: Double-Digit Dividend At A Bargain Price UBS Global Consumer and Retail Conference Perrigo Q1 2026 Earnings Preview FDA says largest ever baby formula probe found U.S. supplies are safe

BorgWarner press release ( BWA ): Q1 Non-GAAP EPS of $1.24 beats by $0.07 . Revenue of $3.53B (+0.3% Y/Y) beats by $30M . BorgWarner's (the "Company") U.S. GAAP net sales increased approximately 1%, while organic net sales decreased approximately 4.2%, year-over-year compared with the first quarter of 2025. Excluding the decline in Battery Energy Systems segment sales, this performance was roughly in line with the Company's weighted light vehicle markets. The Company maintained its 2026 full year guidance. At the mid-point of its 2026 guidance, BorgWarner expects to deliver another year of adjusted operating margin improvement and adjusted earnings per share growth despite the Company's expectation that its weighted light vehicle markets will be down 3% to approximately flat and a decline in the Company's Battery Energy Systems segment sales. Net sales are expected to be in the range of $14.0 billion to $14.3 billion in 2026, compared with 2025 net sales of approximately $14.3 billion vs $14.18B consensus The Company's net sales guidance implies a year-over-year change in organic net sales of down 3.5% to down 1.5%. The Company's net sales guidance includes an expected year-over-year sales decline of approximately $210 million in the Company's Battery Energy Systems segment, which represents approximately a 1.5% headwind to organic growth in 2026. Foreign currencies are expected to result in a year-over-year increase in sales of approximately $200 million primarily due to the strengthening of the Euro and Chinese Renminbi against the U.S. dollar. U.S. GAAP operating margin is expected to be in the range of 9.7% to 9.9% in 2026. Excluding the impact of non-comparable items and the add back of intangible asset amortization expense, adjusted operating margin is expected to be in the range of 10.7% to 10.9%. U.S. GAAP net earnings are expected to be within the range of $4.70 to $4.87 per diluted share. Excluding the impact of non-comparable items, adjusted net earnings ...