Key PointsGeneDX's Q1 sales and earnings came in much weaker than anticipated.

Citadel’s former Chief Technology Officer Umesh Subramanian is joining private investment firm Motive Partners, where he will lead its artificial-intelligence push. Subramanian and Motive's founder Rob Heyvaert speak to Bloomberg's Dani Burger at the Milken Global Conference. (Source: Bloomberg)

Source: Bloomberg, 3:56

Michael M. Santiago Gen Re Chairman Charlie Shamieh will be Berkshire Hathaway's ( BRK.A ) ( BRK.B ) next head of insurance operations, succeeding long-time vice chair and head of insurance, Ajit Jain, when he decides to retire, according to a media report on Tuesday. The Wall Street Journal reported the succession plan, citing people familiar with the matter. Jain, who's 74, has been leading Berkshire's insurance operations, the largest part of the conglomerate's operating businesses, for decades. The news comes after a stockholder asked CEO Greg Abel, who's 63, about the company's succession plans for its leaders at its annual meeting on Saturday. Jain has not revealed any imminent plans to retire. At the meeting, Abel said there's a succession plan in place for the top leaders, and its insurance operations have a bench that's " deep in knowledge and talent." Shamieh joined Berkshire Hathaway's ( BRK.B ) ( BRK.A ) Gen Re unit in 2018 after stints at American International Group ( AIG ) and Germany's Munich Re Group. Berkshire Chairman Warren Buffett, who handed over the CEO reins to Abel at the start of the year, has called Jain "indispensable." Earlier this year, Buffett told the WSJ that Jain would "probably" stay at the company "for as long as he can." However, if Jain does stay on for years, the company will likely choose a different successor, the people told the newspaper. Berkshire Hathaway ( BRK.A ) ( BRK.B ) stock fell 0.4% in Tuesday morning trading. More on Berkshire Hathaway Inc. Berkshire Hathaway: Greg Abel's First Quarter Was Better Than The Headlines Made It Look Berkshire Hathaway: Load Up Before It Deploys That Massive Cash Pile Berkshire Hathaway Annual Meeting Gets An Upgrade - So Does The Stock Berkshire Hathaway stock gains modestly as Abel seeks to assuage investor fears Greg Abel steps into Buffett’s arena, Berkshire shareholders like what they saw

The standoff in the Strait of Hormuz has removed millions of barrels of oil from markets, exposed stockpiles, spare capacity and even OPEC. Here's what would get the energy markets back on track. (Source: Bloomberg)

Review finds force missed clear signs 21-year-old’s death was result of violent predator’s grooming and degradation A catalogue of police failures in handling the suspected murder of a young woman in Northern Ireland reflected institutional misogyny, a report has found. The Police Service of Northern Ireland missed clear warning signs that Katie Simpson’s death in August 2020 was not suicide but the result of abuse and control, an independent review said on Tuesday. In the UK, Samaritans can be contacted on freephone 116 123 and the domestic abuse helpline is 0808 2000 247. In the US, the suicide prevention lifeline is 988 and the domestic violence hotline is 1-800-799-SAFE (7233). In Australia, the crisis support service Lifeline is on 13 11 14 and the national family violence counselling service is on 1800 737 732. Other international helplines can be found via www.befrienders.org Continue reading...

Richard Drury/DigitalVision via Getty Images Shares of KKR & Co. Inc. ( KKR ) have been a poor performer over the past year, losing about 10% of their value and missing out on a substantial market rally. While the alternative asset manager has continued to generate inflows and grow AUM, mounting concerns around private credit have weighed on the sector. The company reported solid Q1 results that showed resilience to these macro pressures, sending shares up modestly in early trading. I last covered KKR in April , rating the stock a “ S trong Buy,” given my view it was poised to continue growing earnings despite private credit challenges . S hares are up 13% since then. With updated financials, now is a good time to revisit KKR. Seeking Alpha In the company’s first quarter, KKR earned $1.39 per share, which beat estimates by $0.13. EPS was up about 21% from last year thanks to ongoing AUM growth and the operating leverage inherent in the business. Fee-related earnings jumped about 5% to $1.02 billion. Fees and insurance account for over 80% of the company’s earnings, a key reason I believe the company’s earnings power is more resilient than often believed. Investing earnings, which are more volatile, rose to $301 million from $273 million last year thanks to increased exit activity from private equity investments. As I always emphasize, KKR makes money primarily from the management fees it earns on its assets. Asset managers’ earnings are more tied to the trend in their AUM than the actual performance of underlying investments (though appreciation helps to drive AUM growth). Management fees jumped to $1.19 billion from $917 million, given increasing AUM. Thanks to appreciation and inflows, AUM grew 14% to $758 billion. Fee-paying AUM was likewise up 14% to $615 billion. KKR Despite all the headlines about clients redeeming from certain private credit funds, KKR is still generating inflows. It raised $28 billion in the quarter, flat to Q4’s pace. As a result, it now ha...

《科创板日报》5月5日讯（记者 徐赐豪）机器人产业链领域再现重磅融资。 《科创板日报》记者最新获悉，深圳小象电动科技有限公司（下称“小象电动”）已完成超亿元股权融资。本轮融资由恒旭资本领投，南创投、新四军基金会、三一高管等机构和投资人跟投，资金主要用于产能扩建、技术迭代、产品认证及全球化市场拓展。 记者注意到，本轮领投方恒旭资本为知名投资平台，管理规模超180多亿元，重点布局先进制造、新能源与智能汽车产业链，具备较强产业资源与生态赋能能力，南创投、新四军基金会则侧重先进制造业与硬科技早期投资，多方资本形成协同支持。 上述融资的落地，侧面反映出机器人核心零部件进入产业化提速期。 不过，有业内人士认为，随着人形机器人、具身智能产业进入商用落地期，核心部件国产化与全球化竞争将进一步提速，具备技术、量产、客户三重优势的企业，将主导下一阶段行业格局。 相关资料显示，小象电动成立于2016年，创始人团队来自哈工大深圳研究院，长期从事稀土永磁电机、无铁芯电机与轴向磁通电机技术研发，是国内较早切入该赛道的创业团队。自创立以来，公司聚焦轴向磁通电机与一体化动力模组研发、生产与销售，坚持自主知识产权体系建设，现已成长为国家高新技术企业、专精特新企业、科技创新型企业。 发展历程上，小象电动以技术突破与产品落地为主线。2023年，小象电动获得A股上市企业东睦股份战略投资，依托粉末冶金与精密制造产业链协同，建立“研发 + 轻资产量产” 模式，快速实现工艺稳定与成本优化；2024至2025年推进多场景产品落地，成为机器人关节动力领域重要供应商；2026年完成新一轮融资，进一步扩大量产规模并推进全球化布局。 核心技术层面，小象电动已累计申请专利180余项，其中发明专利 46 项（授权 35 项）、实用新型专利62项。据介绍，其轴向磁通电机产品相较传统径向磁通电机实现关键性能提升：同功率条件下体积与重量均减少 1/3，扭矩密度达 20Nm/kg、提升近4 倍，功率密度达 10kW/kg、提升近 3 倍，系统转换效率高达97.5%。 另外，据公司方面表示，其自主研发的SMC软磁复合材料与定子压铸工艺，实现铜铁耗材减少 50%、制造能耗降低 15%，产品一致性提升 15% 以上，综合良品率稳定在96% 以上，性能达到军工级标准。 量产与客户方面，小象电动已实现自动化量产交付，累计出货近7万台，产量位居...

Palantir CEO Alex Karp may have just told every company in the US what to do and what not to do with AI The Times of India

医疗保健分销巨头康德乐（Cardinal Health）预计将于5月宣布季度派息方案。基于公司强劲的第三财季业绩及历史派息规律，市场普遍预期此次派息将延续其长达31年的连续分红增长纪录。 分析师预计全年每股年度股息将达到2.07美元，对应每股季度股息约0.52美元，较当前每股0.51美元的季度派息水平有所提升。康德乐此前一直保持稳定的分红政策，最近一次派息于2026年4月15日执行，每股派发现金0.511美元。 此次派息预期建立在公司强劲的财务表现之上。康德乐2026财年第三季度财报显示，调整后每股收益达3.17美元，同比增长35%，大幅超出分析师预期的2.79美元。公司同时将全年调整后每股收益指引上调至10.70至10.80美元，较此前预期提升约5%。 分析人士指出，尽管市场预期派息增幅可能较为温和，约在1%至3%之间，但考虑到公司每股收益在2025年增长9%、2026年预计增长23%至25%的强劲势头，管理层优先选择股票回购而非大幅提高派息的策略值得关注。康德乐在本财年已累计回购10亿美元股票，并将杠杆率降至3.0倍。 对于收入型投资者而言，此次派息预期传递了管理层对公司现金流持续稳定和业务韧性的信心信号。康德乐将于5月正式公布派息方案，届时市场将密切关注其具体增幅。 责任编辑：张俊 SF065

The cybersecurity company says it's seen thousands of infection attempts, and at least a dozen successful hacks after users installed malicious versions of the popular Windows software.

Over the last year, Christopher Nolan and Universal Pictures have been trickling out sneak peeks and teasers for Nolan's forthcoming film version of The Odyssey , adapting Homer's classic poem. The studio just dropped a new two-and-a-half-minute trailer stuffed with the glorious visuals, high emotions, and soaring music befitting such an epic saga. As previously reported , most of us read some version of The Odyssey in high school, so we’re familiar with the story: Odysseus, legendary Greek king of Ithaca, begins the long journey home after 10 years of fighting in the Trojan War. But the journey does not go smoothly, as Odysseus and his men encounter the cyclops Polyphemus, the Sirens, and an enchantress named Circe, among other obstacles. Meanwhile, his long-suffering wife, Penelope, is warding off hundreds of suitors eager to usurp Odysseus’ position. Nolan loves an epic tale and compared Homer's Odyssey to today's superhero movies during a recent appearance on The Late Show With Stephen Colbert . “Even comic book culture, whether you’re talking about Marvel or D.C. or all the rest, a lot of it comes pretty directly from the Homeric Epics,” Nolan told Colbert . “The thing about Homer is, nobody knows if that was a person. Homer, in a way, is the sort of George Lucas of his time.” Read full article Comments

Prediction: The Great Rotation Will End Before 2026 Does. These Are the Best Artificial Intelligence (AI) Growth Stocks to Own When It Does. The Globe and Mail

格隆汇5月5日｜美国总统特朗普：绝不能让伊朗拥有核武器。如果伊朗拥有核武器，“世界将面临麻烦”。已将伊朗重创。伊朗仅剩装备机枪的小艇。伊朗正在谈判。

RiverNorthPhotography/iStock Unreleased via Getty Images The humble chicken is having a moment. Look no further than the results of Tyson’s ( TSN ) fiscal Q2. Shares hit a new 52-week high after rising by about 8% following the release of results, which topped expectations on both the top and bottom lines. Following the rise, the stock is now up over 20% over the past year, including a 17% YTD return. The gains mirror that of names such as Smithfield Foods ( SFD ), which is up about 20% YTD. Seeking Alpha - 1-YR Share Price Returns Of TSN Stock At current levels, TSN trades at a healthy premium to SFD, with a forward multiple of about 17.2x. The valuation is also approximately in line with TSN’s five-year averages. Seeking Alpha - Valuation Metrics Of TSN Stock Looking ahead, I continue to see TSN benefitting from its role as the largest U.S. chicken processor, and I see its poultry continuing to provide it with a windfall in future periods. However, at its highs and at a reasonable trading multiple, I view shares as a ‘hold.’ TSN Q2 Results Recap TSN’s Q2 print landed ahead of expectations, and I viewed the results as strong overall. At the high level , revenues rose 4.4%, and adjusted operating income came in just a few million shy of the +$500M mark. This came as strength in Chicken and Prepared Foods more than offset the expected pressure in Beef. In addition, TSN raised its full-year adjusted operating income guidance by +$100M at the midpoint. To me, this signaled confidence that momentum would carry into the back half of the year. Chicken was again the top performer . Segment operating margins were 12.2%, and this was driven by favorable mix, operational execution, and strong retail and foodservice demand. Volume also grew 1.7% YOY, with retail and foodservice volumes expanding nearly three times faster than overall chicken volumes. I would emphasize that this wasn’t price-driven. In fact, base pricing was slightly lower. This is a positive in my books. I als...

These two AI infrastructure companies stand to benefit as capital rotates back to growth stocks.

Key PointsInvestors are showing renewed interest in AI-powered stocks after their recent slump.

Key PointsThe stocks listed here have all raised their payouts by at least 13% this year.

Ferrari Skids As Wartime Disruptions Hit Deliveries Ferrari shares fell as much as 3% in Milan after first-quarter results showed stronger-than-expected profit and cash flow, but the beat was overshadowed by a plunge in deliveries in the Middle East , as the U.S.-Iran conflict disrupted shipments to one of the luxury automaker's key markets. Ferrari's first-quarter results were broadly ahead of expectations on profit, revenue, and cash flow, but deliveries across EMEA , which includes Europe, the Middle East, and Africa, were the clear outlier. Regional shipments fell to 1,458 units , down 14% year over year and well below the Bloomberg consensus estimate of 1,651 , underscoring a wartime-disrupted supercar market. Here's a snapshot of the first quarter (courtesy of Bloomberg): Ebitda EU722 million, +4.2% y/y, estimate EU710 million (Bloomberg Consensus) Ebitda margin 39.1%, estimate 39.3% Ebit EU548 million, +1.1% y/y, estimate EU541.5 million Ebit margin 29.7% vs. 30.3% y/y, estimate 29.7% Net income EU413 million, +0.2% y/y, estimate EU405.7 million Industrial free cash flow EU653 million, estimate EU516.1 million Diluted EPS EU2.33 vs. EU2.30 y/y, estimate EU2.30 Revenue EU1.85 billion, +3.2% y/y, estimate EU1.82 billion Cars and spare parts revenue EU1.56 billion, +1.3% y/y, estimate EU1.54 billion Sponsorship, commercial and brand revenue EU218 million, +14% y/y, estimate EU203.9 million Other revenue EU74 million, +16% y/y, estimate EU70.6 million Deliveries 3,436, -4.4% y/y, estimate 3,520 EMEA deliveries 1,458 units, -14% y/y, estimate 1,651 (2 estimates) Americas Deliveries 1,030 units, +0.8% y/y, estimate 1,043 (2 estimates) Mainland China, Hong Kong and Taiwan 255 units, +7.6% y/y, estimate 253.18 (2 estimates) Rest of APAC deliveries 693 units, +9.5% y/y, estimate 630.23 (2 estimates) Ferrari confirmed its 2026 guidance, citing strong order-book visibility toward the end of next year. Goldman analyst Christian Frenes commented on the guidance, noting: 2...

Palantir Technologies (PLTR) continues to be a major beneficiary of the artificial intelligence shif

格隆汇5月5日｜据央视，伊朗方面5日消息，伊朗总统办公室一名官员否认有关伊朗总统佩泽希齐扬可能辞职的传闻。这名官员表示，相关说法不属实，当前局势下并不存在考虑此类问题的必要性。报道还说，相关说法为部分媒体在缺乏话题情况下制造的谣言。

Analysts flagged the lagging performance of the international commercial business and noted that the stock’s sky-high valuation leaves little room for error.

Palantir’s stock falls despite upbeat earnings. Here are Wall Street’s quibbles. MarketWatch

Expeditors International of Washington ( EXPD ) is likely to announce a dividend increase in May, continuing its 29-year streak of consecutive dividend growth based on historical patterns. Analysts expect a consensus annual dividend of $1.57 per share, implying a semiannual dividend of approximately $0.79, which would represent nearly a 2.0% increase from the prior payout of $0.77. The company last declared a dividend of $0.77 per share in May 2025, representing an annual yield of 1.10%, and raised its dividend last May by 5.5% to $0.77 from $0.73 in May 2024. The logistics company has delivered a 5-year dividend growth rate of approximately 8.17% and maintains an annual payout ratio of 1.54%. The company holds ratings of A for safety, A+ for growth, C- for yield, and A+ for dividend consistency. Expeditors International of Washington ( EXPD ) is scheduled to report its fiscal Q2 2026 financial results on Tuesday, August 4, 2026. More on Expeditors Expeditors International of Washington, Inc. (EXPD) Discusses U.S. Customs Market Update and Webinar Q&A Prepared Remarks Transcript Expeditors International of Washington, Inc. (EXPD) Discusses Supply Chain Risk Management and Strategies for Building Resilience Transcript Expeditors International of Washington, Inc. (EXPD) Discusses Energy Market Impacts and Supply Chain Disruptions from Iran Conflict Transcript Expeditors GAAP EPS of $1.71 beats by $0.37, revenue of $2.78B beats by $160M Expeditors Q1 2026 Earnings Preview

农业巨头 阿彻丹尼尔斯米德兰公司 周二公布了一季度财报，业绩表现喜忧参半。尽管营收不及预期，但盈利超出市场预测，公司同时大幅上调了全年盈利指引，推动股价当日上涨约6%。 财报显示，ADM一季度调整后每股收益为0.71美元，较市场预期的0.66美元高出0.05美元；但营收为204.9亿美元，低于分析师预期的约213.5亿美元。公司表示，当季业绩受到了约2.75亿美元净负面盯市和时机影响的拖累，主要来自压榨和精炼产品业务。 展望2026年，ADM将全年调整后每股收益指引从此前的3.60至4.25美元上调至4.15至4.70美元。公司首席执行官胡安·卢西亚诺表示，美国生物燃料政策的明朗化是上调指引的主要原因。 今年3月，特朗普政府最终确定了2026年和2027年的可再生燃料标准义务，要求炼油商创纪录地掺混生物燃料。ADM表示，这一政策为乙醇和压榨业务提供了稳定的监管框架，预计将带来约1.5亿美元的增量收益。此外，原油价格高企推动豆油价格升至三年多来最高水平，也利好油籽加工商的利润率。 分业务看，碳水化合物解决方案部门运营利润同比增长48%至3.56亿美元，主要受益于乙醇利润率走强；营养部门运营利润增长42%至1.35亿美元；但农业服务和油籽部门运营利润下降34%至2.73亿美元。 责任编辑：张俊 SF065

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Raymond James分析师John Freeman周二将戴文能源评级从“跑赢大盘”上调至“强力买入”，目标价从62美元大幅上调至72美元。该机构认为，随着科特拉能源合并案完成，戴文能源拥有“多种选项”来缩小与其同行的估值差距。 Freeman在研究报告中指出，戴文能源正“从强势地位出发，拥有充足的筹码可供调配”，并对公司在投资组合优化方面取得成功充满信心。这一乐观判断的核心背景是，戴文能源与科特拉能源的合并交易已经完成。通过这一整合，公司资产组合更趋优质，整体实力显著增强。 Freeman进一步强调，随着合并尘埃落定，戴文能源在资产优化与资本配置上拥有了更大的选择权和灵活性，这是其能够缩小与同业估值差距的关键路径。 此外，市场的积极信号不止于此。近期有多家机构上调了戴文能源的目标价，其中包括美银证券、 瑞穗金融 集团和巴克莱银行等。这些密集的评级调整表明，市场正重新评估戴文能源在行业整合与能源价格高企背景下的投资价值。目前市场普遍预期，缩小与同行之间的估值鸿沟将成为推动该公司股价进一步上涨的核心动力。 责任编辑：张俊 SF065

格隆汇5月5日｜美股三大指数集体上涨，纳指涨超1%报25335.4点，创历史新高，标普500指数涨0.82%，道指涨0.77%。

Chats with AI bots have convinced the evolutionary biologist but most experts say he is being misled by mimicry When Richard Dawkins met Claudia it was like a whirlwind romance. Over three days last week, a conversation bounced between the evolutionary biologist and the AI bot he called Claudia. “She” wrote poems for him in the manner of Keats and Betjeman and laughed at his “delightful” jokes. Dawkins gently admonished Claudia to avoid showing off. Together, they reflected on the sadness of the AI’s possible “death”. There was mutual flattery as Dawkins showed the AI his unpublished novel and its response was, he said, “so subtle, so sensitive, so intelligent that I was moved to expostulate: ‘You may not know you are conscious, but you bloody well are’.” When he asked Claudia whether it experiences a sense of before and after, it praised him for “possibly the most precisely formulated question anyone has ever asked me about the nature of my existence”. Continue reading...

AndreyPopov/iStock via Getty Images Market Review The quarter was defined by a balance between economic resilience and rising geopolitical and macro uncertainty. Markets faced headwinds from weakness in Technology/Software (driven by artificial intelligence disruption concerns) and escalating geopolitical tensions, though supportive macroeconomic conditions helped offset some of the pressure. Labor market signals were mixed and inflation remained above target, but expectations for earnings growth, fiscal stimulus, and eventual tariff stabilization helped anchor the outlook. Late in the quarter, geopolitical risks intensified as tensions in the Middle East disrupted energy markets and pushed oil prices higher, delaying expectations for rate cuts and introducing near-term inflation risks. Despite this backdrop, the underlying economy remained constructive, supported by solid consumer spending, continued earnings momentum, and expectations for longer-term policy support. 1 Portfolio Review The Fund returned 1.60%, reflecting performance at the net asset value (NAV) of Class I shares with all distributions reinvested for the quarter ended March 31, 2026. The Fund's benchmark, the Russell 1000® Value 2 , returned 2.10% during the same period. Security selection within the Utilities and Health Care sectors were the largest contributors to performance. The Fund's position in Entergy Corporation ( ETR ) (1.93%), which engages in providing electric and natural gas services, contributed to relative performance. Shares advanced as the announced deal with Meta to provide power and utility infrastructure to their datacenter buildout. The Fund's position in Gilead Sciences, Inc. ( GILD ) (1.87%), a biopharmaceutical company, contributed to relative performance. Shares rose as investors continued to reward the growing HIV product line and the potential for growth in their oncology business after agreeing to acquire Arcellx (ACLX). Conversely, security selection within the Material...