Stocks in Asia are set to follow Wall Street higher, while oil steadied after its biggest drop in two weeks, as signs that a ceasefire in the Middle East is holding eased fears of a broader conflict that could threaten the global economy. Equity futures indicated gains in Sydney and Hong Kong, with Tokyo closed for a holiday. Futures for the S&P 500 edged higher in early trading after the US bench...
Stocks in Asia are set to follow Wall Street higher, while oil steadied after its biggest drop in two weeks, as signs that a ceasefire in the Middle East is holding eased fears of a broader conflict that could threaten the global economy. Equity futures indicated gains in Sydney and Hong Kong, with Tokyo closed for a holiday. Futures for the S&P 500 edged higher in early trading after the US benchmark rose to a record on Tuesday. Washington played down the prospect of an active conflict with Tehran a day after an escalation of hostilities over the Strait of Hormuz . Crude prices remain elevated amid a blockade of the key energy chokepoint, with West Texas Intermediate holding above $102 a barrel in early trading on Wednesday, after an industry report indicated another big drawdown in US stockpiles. A dollar gauge was little changed and Treasury yields declined. US Defense Secretary Pete Hegseth said the truce with Iran that began about a month ago is still holding, while Secretary of State Marco Rubio said that offensive operations are over as Washington shifts to protecting shipping in the strait. “Operation Epic Fury is concluded,” Rubio told reporters at the White House Tuesday, 66 days after the US and Israel began bombing Iran. “We achieved the objectives of that operation.” A rally in tech also buoyed the market Tuesday, with a key gauge of chipmakers climbing to a record. Apple Inc. is weighing using Intel Corp. and Samsung Electronics Co. to build the main processors for its devices in the US. In late hours, Advanced Micro Devices Inc. gave a solid outlook. The lack of further escalation in tensions with Iran is supporting investor sentiment, according to Brock Weimer at Edward Jones. “Our base-case for markets and the economy has been that there will be a near-term resolution between the US and Iran, allowing for energy prices to fall after the Strait of Hormuz is reopened,” said Chris Senyek at Wolfe Research. The rebound in global stocks from their Iran w...
Just two months ago, researchers at the Data Intelligence Lab at the University of Hong Kong introduced CLI-Anything , a new state-of-the-art tool that analyzes any repo’s source code and generates a structured command line interface (CLI) that AI coding agents can operate with a single command. Claude Code, Codex, OpenClaw, Cursor, and GitHub Copilot CLI are all supported, and since its launch in...
Just two months ago, researchers at the Data Intelligence Lab at the University of Hong Kong introduced CLI-Anything , a new state-of-the-art tool that analyzes any repo’s source code and generates a structured command line interface (CLI) that AI coding agents can operate with a single command. Claude Code, Codex, OpenClaw, Cursor, and GitHub Copilot CLI are all supported, and since its launch in March, CLI‑Anything has climbed to more than 30,000 GitHub stars. But the same mechanism that makes software agent-native opens the door to agent-level poisoning. T he attack community is already discussing the implications on X and security forums, translating CLI-Anything's architecture into offensive playbooks. The security problem is not what CLI-Anything does. It is what CLI-Anything represents. CLI-Anything generates SKILL.md files, the same instruction-layer artifacts that Snyk’s ToxicSkills research found laced with 76 confirmed malicious payloads across ClawHub and skills.sh in February 2026. A poisoned skill definition does not trigger a CVE and never appears in a software bill of materials (SBOM). No mainstream security scanner has a detection category for malicious instructions embedded in agent skill definitions, because the category simply did not exist eighteen months ago. Cisco confirmed the gap in April. “Traditional application security tools were not designed for this,” Cisco’s engineering team wrote in a blog post announcing its AI Agent Security Scanner for IDEs. “SAST [static application security testing] scanners analyze source code syntax. SCA [software composition analysis] tools check dependency versions. Neither understands the semantic layer where MCP [Model Context Protocol] tool descriptions, agent prompts, and skill definitions operate.” Merritt Baer, CSO of Enkrypt AI and former Deputy CISO at Amazon Web Services (AWS), told VentureBeat in an exclusive interview: “SAST and SCA were built for code and dependencies. They don’t inspect instruct...
On May 5, 2026, Aubrey Capital Management Ltd disclosed a new position in New Oriental Education & Technology Group (NYSE:EDU) , acquiring an estimated $9.97 million stake based on quarterly average pricing. According to an SEC filing dated May 5, 2026, Aubrey Capital Management Ltd initiated a new position in New Oriental Education & Technology Group, purchasing 174,600 shares. The estimated valu...
On May 5, 2026, Aubrey Capital Management Ltd disclosed a new position in New Oriental Education & Technology Group (NYSE:EDU) , acquiring an estimated $9.97 million stake based on quarterly average pricing. According to an SEC filing dated May 5, 2026, Aubrey Capital Management Ltd initiated a new position in New Oriental Education & Technology Group, purchasing 174,600 shares. The estimated value of this trade is $9.97 million, based on the quarterly average price between January 1 and March 31, 2026. The quarter-end position’s value rose by $9.89 million, reflecting both the share purchase and stock price movement. New Oriental Education & Technology Group is a leading provider of private educational services in China, operating a broad network of schools, learning centers, and online platforms. The company’s diversified offerings span K-12 after-school tutoring, test preparation for domestic and international exams, and comprehensive language training. Its scale, brand recognition, and integrated approach to both offline and online education underpin its competitive position in the market. Continue reading
(RTTNews) - The Chemours Company (CC) on Tuesday reported first-quarter results with revenue edging higher from last year, while losses widened amid higher costs.
(RTTNews) - The Chemours Company (CC) on Tuesday reported first-quarter results with revenue edging higher from last year, while losses widened amid higher costs.
Artificial intelligence darling Anthropic unveiled a set of new AI agents, and they are aimed directly at Wall Street. Designed to handle a broader mix of financial services tasks , Anthropic says they can draft pitch decks for client meetings, review financial statements and escalate cases for compliance review. The new tools—10 in total—are directed squarely at professionals across banking, insu...
Artificial intelligence darling Anthropic unveiled a set of new AI agents, and they are aimed directly at Wall Street. Designed to handle a broader mix of financial services tasks , Anthropic says they can draft pitch decks for client meetings, review financial statements and escalate cases for compliance review. The new tools—10 in total—are directed squarely at professionals across banking, insurance, asset management and financial technology. In February, an automation tool from Anthropic sparked a $285 billion rout in stocks across the software, financial services and asset management sectors as investors raced to dump shares with even the slightest exposure. Tuesday’s reaction wasn’t quite so dramatic , though certainly unpleasant for some. FactSet Research Systems shares fell as much 8.1% after the announcement while Morningstar erased earlier gains to fall more than 3%. Shares of S&P Global and Moody’s both saw sharp selling pressure as well. Thomson Reuters shares fell as much as 5.1% . As part of the new offerings, Anthropic said it is enabling its Claude AI model to work better across third-party software like Excel, PowerPoint and Outlook, and integrate data from partners in the financial services industry, such as Dun & Bradstreet and Moody’s. Also of potential interest to financial industry workers, Anthropic is deepening its ties to Wall Street through a new joint venture with Blackstone, Hellman & Friedman and Goldman Sachs. The venture will work to deploy its software to more businesses. OpenAI has finalized plans for a similar endeavor. What You Need to Know Today In other AI news, Google, Microsoft and xAI have agreed to give the Trump administration early access to their AI models to assess the systems’ capabilities and help improve their security before the technology is released to the public. With the agreements, the companies join OpenAI and, famously , Anthropic in allowing pre-release reviews of their models. The US trade deficit widened in ...
On May 5, 2026, BCGM Wealth Management, LLC disclosed a new position in BlackRock ETF Trust - iShares Defense Industrials Active ETF (NASDAQ:IDEF) , acquiring 127,580 shares in a trade estimated at $4.17 million based on quarterly average pricing. According to a SEC filing dated May 5, 2026, BCGM Wealth Management, LLC opened a new position in BlackRock ETF Trust - iShares Defense Industrials Acti...
On May 5, 2026, BCGM Wealth Management, LLC disclosed a new position in BlackRock ETF Trust - iShares Defense Industrials Active ETF (NASDAQ:IDEF) , acquiring 127,580 shares in a trade estimated at $4.17 million based on quarterly average pricing. According to a SEC filing dated May 5, 2026, BCGM Wealth Management, LLC opened a new position in BlackRock ETF Trust - iShares Defense Industrials Active ETF, buying 127,580 shares. The transaction is estimated at $4.17 million, based on the average share price for the first quarter of 2026. This addition brought the stake's quarter-end value to $4.17 million, reflecting the direct impact of the purchase and price changes through March 31, 2026. BlackRock ETF Trust - iShares Defense Industrials Active ETF offers investors a vehicle for accessing a curated basket of defense and industrial companies. The fund's strategy leverages active management to identify opportunities and manage risk within these sectors. This approach aims to deliver differentiated exposure compared to passive benchmarks, appealing to investors seeking specialized sector allocation and dynamic portfolio oversight. Continue reading
Itau Unibanco press release ( ITUB ): Q1 Revenue of R$46.82B (+4.5% Y/Y). Guidance for the year remains unchanged 2026 Guidance Total credit portfolio Credit portfolio - Brazil Growth between 5.5%and9.5% Growth between 6.5%and 10.5% Financial margin with clients Growth between 5.0%and9.0% Financial margin with the market
Itau Unibanco press release ( ITUB ): Q1 Revenue of R$46.82B (+4.5% Y/Y). Guidance for the year remains unchanged 2026 Guidance Total credit portfolio Credit portfolio - Brazil Growth between 5.5%and9.5% Growth between 6.5%and 10.5% Financial margin with clients Growth between 5.0%and9.0% Financial margin with the market
(RTTNews) - Chevron Corp. (CVX) CEO Mike Wirth has raised alarms about possible global oil shortages after the Strait of Hormuz was closed, a vital shipping lane for crude oil.
(RTTNews) - Chevron Corp. (CVX) CEO Mike Wirth has raised alarms about possible global oil shortages after the Strait of Hormuz was closed, a vital shipping lane for crude oil.
Advanced Micro (AMD) delivered earnings and revenue surprises of +5.59% and +4.09%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Advanced Micro (AMD) delivered earnings and revenue surprises of +5.59% and +4.09%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Astera Labs, Inc. (ALAB) delivered earnings and revenue surprises of +13.66% and +5.42%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Astera Labs, Inc. (ALAB) delivered earnings and revenue surprises of +13.66% and +5.42%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
wingedwolf/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Steve Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40) Transcript Rena Sherbill: Steve Cress , Seeking Alpha's Head of Quant....
wingedwolf/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Steve Cress returns to discuss recent stock picks (1:00) What about Micron? (4:15) PEG, Lumentum and Credo (7:05) AMD vs. CRDO (12:50) Allstate; when to hold and when to sell (17:45) Nvidia valuation (21:30) Willdan Group problems (23:40) Transcript Rena Sherbill: Steve Cress , Seeking Alpha's Head of Quant. Always great to have you on Investing Experts. Welcome back to the show. Steve Cress: Thank you so much for having me. I always appreciate you preparing this for us. Rena Sherbill: Always appreciate you coming on. As I mentioned last time you were on, you are going to be on, you have been on monthly. So if anybody has any questions or anything they'd like to highlight, please hit us up in the comments and drop us a question. So that is what we are going to be doing today is I'm going to be asking some questions that commenters have left on our previous episodes and seeing where we get to. Just for context, last time Steve was on, he was giving us three strong buys from AI as it pertains to the quant system. I was going to read something that one of the commenters said about the quant system. And I was wondering if you would agree with how they describe things. So in terms of strategy, there is a difference, this is a quote from JusticePipes, there is a difference between quant-driven portfolio construction and how discretionary analysts and investors interpret ratings. The quant team is not treating hold the way you or I would. They are treating ratings as part of a rules-based system and that's why the 180-day window feels rigid to us. Maybe they found from back testing their model that holding a hold maximizes returns. Maybe this is a way for the model to block out noise affecting short-term price volatility. It avoids being whipsawed. The 180 day rule also lowers turnover, is easier to track and potentially reduces taxes if you hold for the year. I should also point out...