The federal government is offering local law enforcement incentives to join a program that gives their officers authority to make immigration arrests. Police leaders say the funds, which include money for salaries, equipment and vehicles, are enticing. (Image credit: Joe Raedle)

Space company Firefly Aerospace (NASDAQ: FLY) soared more than 17% in early trading on the Nasdaq Tuesday after beating on earnings last night -- then reversed. Shares of the rocket stock dropped 5% through 12:05 p.m. ET. Analysts expected Firefly to lose $0.52 per share on $74.9 million in sales, but Firefly beat on both top and bottom lines. Losses came in at only $0.46 per share, and sales higher than expected at $80.9 million. Image source: Getty Images. Continue reading

4kodiak/iStock Unreleased via Getty Images Since March 30th , shares of Amazon.com, Inc. ( AMZN ) have rallied into earnings, then went parabolic and broke out to new all-time highs. Shares of AMZN are up roughly 36% in just over a month after crushing earnings. AMZN produced $181.5 billion in revenue which exceeded expectations by $4.35 billion while their EPS came in at $2.78 which was $1.14 higher then what The Street was looking for. This could be the cleanest print I have seen from AMZN, as the headline numbers proved beyond a shadow of a doubt that the CapEx spend is warranted. AWS grew by 28% YoY which was the fastest growth rate in 15 quarters as it’s revenue came in at $37.6 billion. Their revenue of $181.5 billion grew by 17% YoY which supports my thesis that they will become a $1 trillion revenue company in 2028. When I layer in the news about AMZN launching Supply Chain Services as a sellable enterprise product, I am not sure how I can get more bullish on AMZN’s future because they just said their competitors margin is AMZN’s opportunity. AMZN may have just added an additional AWS style profit center into the fold considering AMZN already has the logistical network to support this endeavor. My core thesis is straightforward: AMZN is in the middle of a multi-year capex super-cycle that will cause free cash flow (FCF) to explode in several years. I believe that Q1 was the quarter where we can finally see the operating income response showing up in real time considering the operating margin is now 13.1%. I believe that AMZN will be the largest beneficiary or AI and robotics, and if they can get to a 16-18% margin on $1 trillion of revenue in 2028, the rally is probably a long way from being over. Seeking Alpha Following up on my previous article from Amazon I previously wrote an article on Amazon back in the middle of February ( can be read here ), and since then shares have rallied by 35.25% compared to the S&P 500 increasing by 5.22%. I felt that AMZN was...

4kodiak/iStock Unreleased via Getty Images Since March 30th , shares of Amazon.com, Inc. ( AMZN ) have rallied into earnings, then went parabolic and broke out to new all-time highs. Shares of AMZN are up roughly 36% in just over a month after crushing earnings. AMZN produced $181.5 billion in revenue which exceeded expectations by $4.35 billion while their EPS came in at $2.78 which was $1.14 higher then what The Street was looking for. This could be the cleanest print I have seen from AMZN, as the headline numbers proved beyond a shadow of a doubt that the CapEx spend is warranted. AWS grew by 28% YoY which was the fastest growth rate in 15 quarters as it’s revenue came in at $37.6 billion. Their revenue of $181.5 billion grew by 17% YoY which supports my thesis that they will become a $1 trillion revenue company in 2028. When I layer in the news about AMZN launching Supply Chain Services as a sellable enterprise product, I am not sure how I can get more bullish on AMZN’s future because they just said their competitors margin is AMZN’s opportunity. AMZN may have just added an additional AWS style profit center into the fold considering AMZN already has the logistical network to support this endeavor. My core thesis is straightforward: AMZN is in the middle of a multi-year capex super-cycle that will cause free cash flow (FCF) to explode in several years. I believe that Q1 was the quarter where we can finally see the operating income response showing up in real time considering the operating margin is now 13.1%. I believe that AMZN will be the largest beneficiary or AI and robotics, and if they can get to a 16-18% margin on $1 trillion of revenue in 2028, the rally is probably a long way from being over. Seeking Alpha Following up on my previous article from Amazon I previously wrote an article on Amazon back in the middle of February ( can be read here ), and since then shares have rallied by 35.25% compared to the S&P 500 increasing by 5.22%. I felt that AMZN was...

Image source: The Motley Fool. Thursday, November 20, 2025 at 8 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Key PointsEaton's Q1 revenue rose 17% year over year, beating Wall Street estimates by a wide margin.

据知情人士透露，OpenAI和Anthropic分别与私募股权公司成立的合资企业，正在洽谈收购那些帮助企业部署人工智能的服务公司。其中，OpenAI 的新合资企业已就三项交易进入后期阶段。 其中五人表示，这些 AI 公司希望纳入数百名工程师和顾问，以帮助其他企业将其 AI 模型投入实际应用。 这些收购将标志着两家公司在争夺 AI 市场份额的竞争中开辟一条新战线。虽然两家公司此前主要专注于构建更强大的 AI 模型，但要将这些模型大规模部署，需要另一种专业知识——而这正是它们现在希望通过收购获得的。 此前报道，OpenAI 正为其合资企业从包括 TPG、贝恩资本和布鲁克菲尔德资产管理公司在内的 19 家投资者那里筹集约 40 亿美元。其中一位人士称，该合资企业名为“部署公司”（The Deployment Company），将于本周晚些时候正式宣布。据报道，Anthropic 也在进行类似的尝试，正从黑石集团、赫尔曼与弗里德曼以及高盛等投资者那里筹集 15 亿美元。 知情人士表示，这些合资企业筹集的大部分资金预计将用于收购工程服务和咨询公司。由于信息尚未公开，这些人士要求匿名。 对熟练、劳动密集型服务的需求 此举反映了企业 AI 行业核心的一个矛盾：通常被描绘为高利润软件业务、被认为可能消除对咨询顾问需求的事物，实际上仍然依赖于劳动密集型、高技能的服务。 这是因为企业需要工程师和顾问来针对自身特定的数据、系统和工作流程定制 AI 模型，并根据业务需求的变化调整软件。 黑石集团总裁兼首席运营官乔恩·格雷在一份声明中表示，雇佣高技能人才将“消除企业采用 AI 过程中最大的瓶颈之一”。 这种方法模仿了 Palantir 的模式——将工程师嵌入客户的运营中，以实施和调整其软件——AI 行业目前正在大规模复制这套做法。 这也表明，OpenAI 和 Anthropic 在建立专门的应用部署部门时，可能会整合分散的小型咨询和 IT 服务公司市场。 格雷在谈到 Anthropic 的合资企业时表示：“我们相信，通过增加高技能实施伙伴的数量，这可以帮助消除企业采用 AI 过程中最重大的瓶颈之一。” 责任编辑：丁文武

Lucid Group (NASDAQ:LCID) trades around $6.25, while Wall Street has an average price target of about $12.77, implying that analysts see about 104% for the stock today. Lucid is the Newark, California luxury EV maker behind the Lucid Air sedan and the ramping Lucid Gravity SUV, with a midsize program and a robotaxi partnership with Uber ... Wall Street Sees 104% Upside for Lucid Despite 48% Polymarket Bankruptcy Odds

Andrii Yalanskyi/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify The UK 30-year yield hits the highest level since ’98 . (0:15) U.S. job openings decline less than feared . (1:11) Burry exits GameStop after Cohen targets eBay deal. (2:52) This is an abridged transcript of the podcast: Our top story so far, global borrowing costs continue to climb as elevated oil prices fuel expectations that central banks may need to tighten policy to contain renewed inflation pressures. In the U.K., long-term government borrowing costs have hit their highest levels in nearly three decades. The 30-year gilt yield briefly topped 5.8% — the highest since 1998 — before easing back as traders priced in two to three quarter-point rate hikes from the Bank of England this year. Economist Jim Bianco highlighted the move: “On September 27, 2022, the UK 30-year yield hit 4.99%. This was so intolerable that Prime Minister Liz Truss was forced to resign. Today, the UK’s 30-year yield is 77 basis points higher.” In the U.S., the 30-year Treasury yield ( US30Y ) recently moved back above 5% for the first time since July, underscoring persistent pressure in the world’s largest bond market. Ten-year U.S. inflation expectations have also climbed to their highest level since 2023. You can see how 30-year yields across major economies compare in our story on Seeking Alpha. Also on the economic front, U.S. job openings declined to 6.866M in March from 6.922M in February, according to the latest JOLTS report. That was above the 6.656M consensus, suggesting labor demand is cooling but not collapsing as the Iran war clouds the outlook. The job openings rate edged down to 4.1% from 4.2%. The quits rate ticked up to 2.0% from 1.9%, a modest sign of continued worker confidence. Pantheon Macro noted that openings are running about 3% below their 2025 average, with government openings down 8.6% and private openings off 2.4%. The firm added that unofficial indicators still point ...

hapabapa/iStock Editorial via Getty Images Novo Nordisk ( NVO ) is set to report Q1 earnings on Wednesday, May 6, before market open, with investors closely watching whether the company can reassert leadership in the increasingly competitive obesity drug market. The consensus calls for EPS of $1.10 and revenue of $11.26B, with estimates trending weaker on the top line, reflecting three downward revisions over the past three months. Shares are down nearly 13% year to date, underperforming the broader market, as rising competition has weighed on sentiment around its GLP-1 franchise. The focus this quarter will be less on headline numbers and more on trajectory and catalysts. Early demand for Novo’s oral semaglutide (Wegovy pill) appears strong, with more than 600,000 prescriptions in its first two months, potentially outpacing early uptake of Eli Lilly’s competing oral offerings. The company launched the pill at $149 per month for cash-paying U.S. customers in January, shortly after FDA approval, and saw early traction with over 3,000 prescriptions in the first few days. However, sentiment has been weighed down by pricing and margin concerns. Novo projected a weaker-than-expected profit outlook for 2026 in February, citing pricing headwinds tied to U.S. government agreements and patent expiries for semaglutide in certain markets. In response, the company has moved aggressively on pricing, announcing plans to cut U.S. list prices for Wegovy, Ozempic, and Rybelsus by roughly 35%–50% to expand access and defend market share. A key development is Novo’s partnership with Hims & Hers Health ( HIMS ), under which the platform will offer Novo’s branded GLP-1 drugs and discontinue its compounded alternatives. The agreement also carries a regulatory and legal backdrop, as compounded GLP-1 products have drawn increasing scrutiny from U.S. regulators over safety, quality, and intellectual property concerns—potentially limiting gray-market competition and benefiting Novo’s branded...

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Palantir Beats Big, but Stock Falls as High Expectations Bite

At some point, you have to hand over financial control to your newly minted adult.

HTGC 8-K及美國證券交易委員會申報文件 Yahoo 財經

mppriv/iStock via Getty Images PayPal Holdings, Inc. ( PYPL ) stock has struggled badly. Of course, it has acquisition targets written all over it now following years of weakness. This all comes despite still being one of the top global digital fintech companies in the world. The thing operates in well over 200 markets, serving nearly 450 million active users and processing a total payment volume (TPV) pushing $2 trillion. Ever since eBay ( EBAY ) spun off PayPal as its own company, it has been a popular stock. For years it was in a solid growth mode. Whether it is from competition, saturation, or simply an inability to differentiate or innovate more, the name has struggled. Data by YCharts While many are sour on the name, we are taking the contrarian view. We see it as a buy in the low $40s. Whether it rebounds on its own or is taken out, the risk-reward, in our opinion, looks pretty positive. Hundreds of millions of users are sending, receiving, and holding funds in multiple currencies, and the company provides payment processing solutions for businesses, not just with the classic PayPal checkout option but, of course, also with Venmo. Allowing instant transfers for a fee has been a source of growth. We have a value name here in our opinion that is worth a flyer in the low $40s. Let us discuss the just-reported earnings. Along with reporting a double-line beat, the company is reorganizing some. The company moving forward will operate as three business units to simplify its structure. This is thought to possibly help margins and streamline decision-making. For users, not much changes. Internally, it is a shakeup. The company will reorganize around Checkout Solutions & PayPal as one unit. Then there will be Consumer Financial Services & Venmo as another unit. While one would think there is overlap with the first two, the final unit will be the Payment Services & Crypto. There are, of course, the ideas circulating that Venmo would be a standalone unit, potentially pu...

Steven Mnuchin, founder of Liberty Strategic Capital and former US Treasury Secretary, says he supports the proposal released by the Securities and Exchange Commission that will allow US companies to choose to report earnings semiannually. Speaking at the Milken Institute Global Conference in Beverly Hills, California, Mnuchin also comments on the economic impact of AI, the conflict in Iran, the federal budget deficit and Federal Reserve monetary policy. (Source: Bloomberg)

Sandisk vs Micron Technology: What's the Better Memory Stock to Buy? AOL.com

Palantir Technologies' (PLTR) Underperform Rating Reiterated at Royal Bank Of Canada MarketBeat

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Image source: The Motley Fool. Tuesday, May 5, 2026 at 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

格隆汇5月6日｜据华尔街日报，特朗普施压美国食品药品监督管理局(FDA)局长批准调味电子烟，敦促监管机构为年轻“让美国再次伟大”选民的电子烟议程扫清障碍。

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

sasacvetkovic33/iStock via Getty Images Diamondback Energy ( FANG ) expects a pickup in drilling across the Permian Basin as surging oil prices tied to the Iran conflict push producers to ramp up activity. The company estimates as many as 30 additional rigs could be deployed in West Texas and New Mexico by year-end, marking a more than 10% increase and reversing a multi-year slowdown driven by consolidation and efficiency gains. Global crude prices have jumped sharply since the conflict began, with disruptions in the Strait of Hormuz tightening supply and draining inventories. U.S. producers, now acting as a key source of incremental supply, are under pressure to respond even as domestic stockpiles decline. “It’s obviously a very serious situation with a lot of oil supply off the market,” Chief Executive Officer Kaes Van’t Hof told analysts and investors Tuesday on a conference call. “If that isn’t a signal to grow production in an advantaged area like the Permian Basin, then I don’t know what is.” Midland-based Diamondback ( FANG ), a major Permian operator, plans to add up to three rigs of its own this year. Van’t Hof said smaller, private producers are also increasing activity across the region. “That means the US barrel is more is more important than it’s ever been,” Van’t Hof said. More on Diamondback Energy Diamondback Energy: Taking Advantage Of The Supply Deficit Why Peace In The Middle East Won't Bring Back Cheap Oil: The Case For Diamondback Energy Diamondback Energy: The Market Is Still Underestimating This High-Quality Oil Opportunity Diamondback Energy Non-GAAP EPS of $4.23 beats by $0.48, revenue of $4.24B beats by $310M Diamondback Energy Q1 2026 Earnings Preview

格隆汇5月6日｜秘鲁西北部通贝斯大区当地时间5月5日上午发生5.0级地震。据秘鲁地球物理研究所发布的信息，地震发生于当地时间上午10时58分，震源深度为55公里。震中位于秘鲁佐里托斯东北约13公里处。截至目前，尚无人员伤亡或重大财产损失报告。

核心要点 微软 新任 Xbox 首席执行官阿莎・夏尔马，从自己此前任职的 核心 AI 工程团队 抽调多名高管，并引入其前东家 Instacart 的一名业务总监。 近六个季度中，Xbox 已有 四个季度营收同比下滑 。 夏尔马在内部全员备忘录中表示：“ 我们必须变革整体工作方式与组织模式 。” 2026 年 2 月 24 日，微软 Xbox 首席执行官阿莎・夏尔马在华盛顿州雷德蒙德的 Xbox 全员大会上向员工讲话。 微软 Xbox 首席执行官阿莎・夏尔马于周二向员工发布内部备忘录，宣布任命新一届领导层。这家科技巨头正试图扭转游戏业务颓势，重回增长轨道。 今年 2 月，游戏业务负责人菲尔・斯宾塞宣布退休，夏尔马正式接手 Xbox 业务。她于 2024 年加入微软，此前曾在 Meta 与 Instacart 担任高管；入职微软后出任 核心 AI 工程团队 产品总裁，主导 GitHub Copilot、Visual Studio Code 等开发者工具业务。 夏尔马在 CNBC 看到的这份内部备忘录中写道： “我们必须在整个平台体系内， 变革工作模式与组织架构 。目前我们难以快速推出有影响力的产品，内部内耗耗时过多，对外与玩家社群联结不足，部分基础核心能力也存在短板。” 上周微软公布财报，Xbox 游戏营收在 过去六个季度里第四次出现下滑 。微软首席执行官萨提亚・纳德拉表示，公司正努力赢回 Xbox、必应搜索及其他消费级业务的用户与粉丝。 游戏行业数据网站 VGChartz 数据显示：今年第一季度， 任天堂 Switch、Switch 2 以及 索尼 PS5 的主机销量均超过微软 Xbox Series X|S。 今年 4 月，夏尔马已宣布下调 Xbox Game Pass 订阅价格，以此吸引玩家、解锁数百款游戏库权益。 夏尔马在备忘录中称，Xbox 正 引进具备现有团队稀缺消费市场经验与技术能力的全新领导层 。 其中四名新高管均来自她曾执掌的核心 AI 团队。 新任核心高管人事变动 贾里德・帕尔默 曾任微软核心 AI 团队产品副总裁、GitHub 高级副总裁，将加入 Xbox 担任技术核心成员，分管产品、工程、开发者工具与基础设施；同时负责把控产品审美与调性。帕尔默此前曾任 AI 应用托管平台 Vercel 人工智能副总裁，其创办的初创公司 Turborepo 于 2...

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Stocks push toward fresh highs, Apple eyes more US chip production, and GameStop’s eBay bid faces skepticism as Michael Burry exits. Plus, Duke Energy CFO Brian Savoy breaks down the company's earnings beat. And we're live from the Milken Conference in Beverly Hills with Carlyle’s John Redett, EQT’s Per Franzen, JPMorgan’s Anu Aiyengar talking AI, power demand, private equity and megadeals. (Source: Bloomberg)