迈克尔·伯里已清仓 游戏驿站 （GameStop）股票。此前这家游戏零售商提出以约560亿美元现金加股票的方式收购eBay。 这位因《大空头》而广为人知的投资者周一在其Substack新闻通讯中告诉订阅者，他已卖出持有的全部游戏驿站头寸，理由是担心公司因这笔交易可能承担的债务。伯里曾在2019年左右对游戏驿站持看涨立场，助推了该股的上涨行情，但此次拟议中的eBay收购似乎改变了投资逻辑。 这笔收购要约本身正是矛盾的核心。游戏驿站提议以每股125美元现金加股票的方式收购eBay，而eBay的规模是游戏驿站的数倍。伯里表示：“我清仓了全部GME头寸”，并补充称“无论如何分析，‘Instant Berkshire’的投资逻辑都不再成立”。对投资者而言，这表明他担心游戏驿站通过大规模收购进行转型的设想已不再符合他此前支持的逻辑，尤其是如果这意味着要承担巨额债务的话。 这一举动意义重大，因为伯里表示这是他启动新闻通讯以来的首次卖出。消息传出后，游戏驿站股价在盘后交易中下跌逾2%。此次卖出也正值伯里其他公开操作引发关注之际，包括他近日发布的关于买入iShares半导体ETF看跌期权的帖子，这是一个新头寸。周一他还表示，自己已将Lululemon Athletica的头寸增加了一倍以上，该股盘后交易小幅上涨约0.2%。 责任编辑：张俊 SF065

格隆汇5月5日｜土耳其央行行长卡拉汉：能源的通胀影响将在短期内持续。战争不会改变我们的决心。

Natalia Gdovskaia | Moment | Getty Images As consumer prices climb amid the Iran war, some investors are looking for ways to combat inflation . One option, Series I bonds — a government-backed, nearly risk-free asset — could now be more attractive, some experts say. But others may prefer more flexible options. Newly purchased I bonds will pay 4.26% annual interest through Oct. 31, up from the 4.03% yield offered through April 30, the U.S. Department of the Treasury announced last week. When inflation rises, "I bonds definitely have more appeal," said Ken Tumin, founder of DepositQuest.com, a blog that tracks I bond rates, among other deposit accounts. Read more CNBC personal finance coverage Social Security benefits are reduced for retirees who work. How that may change Fed keeps interest rates unchanged in April: What that means for you Used EV sales are surging — how their ownership costs compare to gas cars Trump said $465,000 in retirement savings is 'rich.' Is it? CNBC's Financial Advisor 100: Best financial advisors, top firms ranked Demand has previously surged for I bonds amid soaring inflation. With yields tied to the consumer price index, I bond rates hit a record high of 9.62% in May 2022, and investors poured into the assets. Many have redeemed I bonds as prices cooled. But there's been more interest since the March inflation data, according to David Enna, founder of Tipswatch.com, a website that tracks Treasury inflation-protected securities, or TIPS, and I bond rates. The consumer price index, or CPI, a key inflation gauge, increased 3.3% year over year in March 2026, up from 2.4% in February, the Bureau of Labor Statistics reported in April. This data reflected higher gasoline and other rising costs from the Iran war, and contributed to the latest 4.26% I bond rate. "I think 4.26% is very competitive," compared to Treasury bills or money market funds, said Enna, who doesn't expect inflation to ease within the next few months. As of May 4, most Treasur...

US Navy Destroyers Transit Hormuz Strait As Iranian Factions Reportedly Clash Over UAE Attacks; Pentagon Insists Ceasefire Still On Summary Pentagon addresses whether ceasefire over or violated: Caine says Iran's Monday operations were "all below the threshold of restarting major combat operations at this point . " Contradictory statements out of Tehran on UAE attack , amid reports of division between IRGC & civilian leaders. Two US Navy destroyers transited the Strait of Hormuz and entered the Persian Gulf. Iranian Foreign Minister Abbas Araghchi travels to Beijing to discuss crisis with Chinese counterpart. Araghchi: "Events in Hormuz make clear that there's no military solution to a political crisis ." Will WTI Crude Oil (WTI) hit (HIGH) $130 in May? Yes 27% · No 74% View full market & trade on Polymarket * * * Is Ceasefire Over? Pentagon Answers Definitively In the Tuesday morning Pentagon presser led by War Secretary Pete Hegseth, Joint Chiefs Chair Gen. Dan Caine stated very clearly that the US views Monday's escalation (the attack on UAE and some vessels in the Strait of Hormuz) as actions which are "all below the threshold of restarting major combat operations at this point . " The Trump administration has argued that it doesn't have to seek congressional approval to continue military operations beyond a 60-day limit because there is a ceasefire in effect. But the question raised Monday is: does the fresh Iranian cross-Gulf mark the end of ceasefire? Clearly the Pentagon and Trump administration are saying no . "No adversary should mistake our current restraint for a lack of resolve," Caine then emphasized. Below are some of the latest top developments from various MSM sources: — Trump’s desire to end the Iran war is being put to the test after Tehran fired at American warships on Monday and violently disrupted a U.S. effort to revive shipping in the Strait of Hormuz. Still, Trump wants to avoid a fresh bombing campaign, officials say, preferring a negotiate...

Smaller biotech stocks often fly under the radar. Many of them aren't consistently profitable, but some can deliver outsize growth for investors. Axsome Therapeutics (NASDAQ: AXSM) is a mid-cap with only three approved therapies, while small-cap stock NovoCure (NASDAQ: NVCR) has approvals in four indications for its Tumor Treating Fields, and small-cap MBX Biosciences (NASDAQ: MBX) has several late-stage therapies in its pipeline. I like their potential and believe the markets haven't fully digested recent positive news for the trio. Here's why I think each of these stocks could soar in 2026. Continue reading

Momentus ( NASDAQ: MNTS ) shares rose about 11% in the premarket trading on Tuesday after the company published a letter to shareholders outlining progress in contracts, revenue growth and balance sheet strength. The space infrastructure company said it expects 2026 revenue of about $10 million, up from $1.1 million in 2025, driven by contracts with NASA and the U.S. Department of Defense. Momentus also said it has retired its remaining convertible debt and now has no outstanding debt, while cash on hand stood at $26.2 million as of April 23, 2026. The company highlighted ongoing government contracts and said its Vigoride 7 spacecraft was launched on March 30, with its next mission in 2027 already fully subscribed. Source: Press Release More on Momentus Momentus announces pricing of $5M private placement of common stock Financial information for Momentus

da-kuk/E+ via Getty Images The historic race to build artificial intelligence ( AIQ ) ( AIEQ ) infrastructure is creating divergent fortunes for stock ( SPY ) and bond investors, according to Morgan Stanley strategist Andrew Sheets in a recent note. Sheets highlighted how the unprecedented capital spending by U.S. technology giants—now projected to reach $800B in 2026 and potentially $1.1T next year—presents a worse risk-reward profile for credit investors relative to equity holders. “Taken together, we think this presents a worse skew for credit versus equities,” Sheets wrote. The reasoning: continued strength in AI spending may support broader stock markets but simultaneously drive heavy bond issuance, putting upward pressure on credit spreads. Morgan Stanley’s credit strategy teams expect record bond issuance this year, with U.S. investment-grade ( USIG ) supply already tracking 20% higher year-over-year. Much of this tech borrowing is coming with longer-than-average maturities, amplifying the supply pressure in duration-adjusted terms. The competitive dynamics driving this spending could make markets less sensitive to traditional headwinds. Major AI spenders like Meta Platforms ( META ) and Amazon ( AMZN ) view the technology as a long-term opportunity with enormous stakes, leading to what Sheets described as relative “price insensitivity”—less concern about component costs, borrowing costs or short-term share price fluctuations. If spending weakens, however, the broader hit to sentiment and risk appetite could catch credit markets in its wake, creating a no-win scenario for bond investors. In any case, the debate over how productive new AI models will become remains a key variable that could reshape both markets. Morgan Stanley Research More on the Markets The Macro Situation Is Collapsing - Stock Market Still Defiant This Is Why You Shouldn't Sell In May (And Go Away) Which Market Event Was Bigger: The DeepSeek AI Shock Or The Iran War Event? AI boom won’t sus...

格隆汇5月5日｜乌克兰总统泽连斯基：已抵达巴林。

美国商务部公布，3月份贸易逆差扩大至603亿美元，前月为逆差577.8亿美元。 38名经济学家对贸易余额的预期区间为逆差652亿美元至逆差557亿美元。 3月进口增长2.3%至3，811.7亿美元；2月份为3，724.5亿美元。 3月出口增长2%至3，208.6亿美元；2月份为3，146.7亿美元欲联系记者请洽： 责任编辑：郭明煜

The Growing Downside Risks For Palantir Investors Forbes

(RTTNews) - Avista (AVA) reported net income of $92 million, or $1.11 per share, for the first quarter compared to $79 million, or $0.98 per share, prior year. The company said its net income increased primarily due to increased utility margin resulting from the effects of genera

Pakorn Supajitsoontorn/iStock via Getty Images First Quarter Market Discussion Through February, the market showed encouraging signs of broadening. The ISM New Orders Index moved into expansionary territory —a classic indicator of improving prospects for cyclical parts of the market and a rotation toward smaller companies. The early results were telling: For the first two months of the quarter, the Russell 2000® Index rose 6.2% significantly outperforming the S&P 500 gain of 0.7%. However, the Middle East conflict, which effectively curtailed the transport of up to 20% of the world’s oil through the Strait of Hormuz, interrupted this rotation. As the market’s focus shifted to risk of an energy price shock, equity indices retreated in March with both the S&P 500 and the Russell 2000® falling 5.0% in March. Beneath the surface, excitement surrounding artificial intelligence (AI) continues to foster an environment of extreme valuation disparity between the perceived winners and losers of an AI infrastructure buildout and the associated implications of use cases proliferating across the global economy. As an example, Caterpillar ( CAT ) , the manufacturer of construction and mining equipment, traded to unprecedented levels this quarter. On Enterprise Value to Sales, CAT’s valuation exceeded 6x versus peak valuation in prior cycles in the 2-4x range. If you’ve driven past a data center development, you’ll see CAT bulldozers and excavators scattered across the horizon but bull-case excitement is all about the company’s ability to manufacture natural gas turbines, which are being used to plug a power gap the utility industry will take years to plug in light of datacenter’s insatiable demand for power. Caterpillar’s fundamentals are impressive having come off a record revenue year in 2025. Today the stock trades at nearly 31x 2026 forecasted earnings and 18x 2029 earnings. For reference, the company’s valuation has historically troughed (against cycle peak profits) below 12...

NVDA's Cash Generation Soars: Can AI Spending Further Lift Cash Flows? TradingView

NVIDIA's fiscal 2026 free cash flow hits $96.6B as AI demand surges. Will increasing AI inference spending and 75% gross margins push it even higher?

美国国防部长赫格塞思5日称，与伊朗的停火尚未结束。（央视新闻）

With gas prices and other necessities at record highs, families are struggling with costs. NPR wants to know how you're coping. (Image credit: Jenny Kane)

Why the VanEck Semiconductor ETF Rallied Over 30% in April The Globe and Mail

格隆汇5月5日｜3月份美国贸易逆差扩大，进口额增幅超过出口额，表明消费者和企业需求强劲。美国商务部周二公布的数据显示，商品和服务贸易逆差环比增长4.4%，达到603亿美元，而机构市场预期中值为610亿美元。进口额增长2.3%，主要反映出汽车和消费品进口量的增长。此外，由于人工智能的快速发展提振了对外国制造的计算机设备的需求，资本货物进口也有所增长。3月份出口额比上月增长2%，得益于石油和其他石油产品出货量的增加。3 月份数据标志着本季度净出口对GDP的拖累程度创下近一年来的最高纪录。

Palantir beat expectations on all its key metrics: sales, adjusted operating margin and adjusted free cash flow margin.

Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I’m Menaka Doshi . If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today, I look at how a state election may impact the national economy, and my colleague Rajesh Kumar Singh examines how war-led fuel shortages are lending new impetus to India’s ambition to electrify cooking. Case for Tri-partisan Consensus Of the two big election upsets in India this week, West Bengal’s vote for Prime Minister Modi’s Bharatiya Janata Party may mark an important ideological shift in the region but its the upheaval in Tamil Nadu, with the victory of C. Joseph Vijay, an actor-turned-politician, that could have economic consequences for the country. As I write this, a delegation from the world’s biggest contract manufacturer of non-leather footwear is in discussion with Tamil Nadu state officials to set up a supplier park. Executives from two Fortune 500 companies are on site visits and one of Canada’s top resource companies is scouting for land there, officials tell me on the condition of anonymity. In recent years, I’ve watched Tamil Nadu’s investment cell pitch the state’s engineering talent, manufacturing base and supplier ecosystem not just against other Indian states but increasingly against Malaysia and Vietnam — to benefit from China-plus-one diversification. And it’s paid off . The state has added iPhone assembly factories, electronic components and jet engine production and soon a giant new shipyard to its long-standing textile-to-auto manufacturing strengths. For two years the state’s GDP has grown at above 10%, outpacing national growth. It has the most factories in India and is among the country’s top exporters. Over four decades Tamil Nadu has enjoyed what’s been popularly referred to as “bipartisan consensus.” As power alternated between the two main regional part...

Alphabet Inc．旗下 谷歌 、 微软 公司和xAI已同意，在人工智能模型向公众发布前，向美国政府提供提前访问权限，以评估这些系统的能力，并帮助提升其安全性。 根据美国商务部下属人工智能标准和创新中心（Center for AI Standards and Innovation）周二发布的声明，上述协议意味着这些AI开发商加入了OpenAI和Anthropic PBC的行列，允许该中心在模型发布前进行审查。声明称，OpenAI和Anthropic已重新商谈了与该中心的现有合作安排，以更好配合美国总统唐纳德·特朗普人工智能行动计划的优先事项。 自2024年以来，该机构一直在OpenAI和Anthropic的模型公开发布前获取并评估这些模型。声明称，迄今该机构已完成40多次AI模型评估，其中包括一些仍未发布的最先进模型。 这些协议出台之际，Anthropic的Mythos系统正令美国官员感到不安，这也显示出这一成立时间不长的机构授权范围正在扩大。该机构于2023年在美国总统乔·拜登任内以人工智能安全研究所（AI Safety Institute）之名设立，并于去年由特朗普政府以新名称重新设立。 该中心自称是行业在测试、协作研究和最佳实践方面在美国政府内部的主要联络点。尽管其存在地位尚未写入法律，但部分美国议员已提出立法草案，拟赋予该中心更稳固的长期地位。 该中心主任Chris Fall在谈及这些新协议时表示：“在这一关键时刻，这些扩大后的行业合作有助于我们以公共利益为导向，扩大工作规模。” 《纽约时报》此前报道称，特朗普政府正考虑通过行政命令建立针对AI工具的政府审查流程。报道称，这一审查机制将构成一种监督形式。一名白宫官员表示，任何相关宣布都将由特朗普本人直接作出，并称有关潜在行政命令的讨论只是猜测。 责任编辑：郭明煜

Sunstone Hotel ( SHO ) declares $0.09/share quarterly dividend , in line with previous. Forward yield 3.71% Payable July 15; for shareholders of record June 30; ex-div June 30. See SHO Dividend Scorecard, Yield Chart, & Dividend Growth. More on Sunstone Hotel Sunstone Hotel: Locking In Attractive Yields With Its Preferred Stock Sunstone Hotel Investors, Inc. (SHO) Q4 2025 Earnings Call Transcript Sunstone Hotel Investors: Strong Balance Sheet; Great Management Sunstone Hotel FFO of $0.27 beats by $0.05, revenue of $259.71M beats by $12.34M Sunstone Hotel Q1 2026 Earnings Preview

Key PointsA tentative ceasefire between the U.S. and Iran led to optimism that the conflict wouldn't escalate with broader economic consequences.

周二美国股指期货走高，油价下跌，交易员对一系列强劲的财报数据做出反应。 截至发稿，道指期货涨0.48%，标普500指数期货涨0.52%，纳指期货涨0.80%。 原油价格全线下跌，为股指期货提供提振。西德克萨斯轻质原油期货下跌 2%，至每桶 103 美元以上；布伦特原油期货下跌 1%，交易价格高于每桶 112 美元。 尽管美伊停火因霍尔木兹海峡遭遇新的袭击而依然脆弱，但美国国防部长赫格塞思周二表示：“两艘美国商业船只及美国驱逐舰已安全通过海峡，表明航道畅通。” 本周早些时候，美国总统特朗普曾表示，美国将 “引导” 滞留船只通过该海峡。 一批好于预期的季度财报进一步推动了股指期货的上涨。其中， 辉瑞 盘前股价上涨约 2%，其一季度盈利和收入均超预期，并重申全年业绩指引。比利时啤酒制造商 百威英博 在美国上市的股票上涨 6%，得益于乐观的季度业绩。 然而，帕兰提尔科技却是个例外。尽管其一季度业绩超出分析师预期，营收创下 2020 年上市以来最快增速，并上调全年指引，但股价仍下跌 2%。市场仍疑虑 AI 工具会对其软件业务造成冲击。公司营收大涨 85%，主要受益于美国政府及商业客户订单激增。 周二财报日程密集，多家备受伊朗局势影响的知名企业将发布业绩，包括 Shopify（SHOP）、辉瑞（PFE）、 西方石油 （OXY）、 法拉利 （RACE）等。 超威半导体（ AMD ）将公布财报，为支撑人工智能热潮的芯片板块释放风向标信号；安谋（Arm）将于次日披露业绩。 周一，阿联酋称伊朗向其发射无人机和导弹，本已脆弱的美伊停火局势进一步恶化，导致美股下跌。 据报道，美国称其在霍尔木兹海峡击沉了伊朗船只。美国中央司令部司令布拉德・库珀海军上将周一下午表示，美军摧毁了六艘试图干扰商业航运的伊朗小型船只。但伊朗官方媒体否认船只被击沉。 这一消息导致周一油价上涨，拖累股市。 尽管中东紧张局势升级且周一股市下跌，但 Vital Knowledge 的亚当・克里斯福仍持乐观态度。 他表示：“我们仍然认为特朗普有意避免武力升级，并希望推动整体局势达成协议。” 高盛 警告：全球石油库存逼近八年新低，消耗速度令人担忧。 中东战事持续，霍尔木兹海峡仍处于封锁状态，全球原油及成品油库存消耗速度加快。高盛最新报告指出，全球石油库存已降至接近八年来最低水平，警告库存消耗的速度正成为令人担忧的问题。 高盛分...

白宫拟在AI模型发布前实施审查。 ①中国移动将推出AI-eSIM产品； ②白宫拟在AI模型发布前实施审查； ③Anthropic与高盛、黑石达成合作，共同组建总规模达15亿美元的人工智能合资企业。

Coinbase will pivot to more “one-person teams,” meaning that employees will be asked to act as engineers, designers and product managers all in one — with the help of AI.

GameStop Corp.’s attempted takeover of eBay Inc. — a company four times its size — looks like fantasy dealmaking even for a soar-away meme stock. EBay shouldn’t find it hard to reject the unwanted approach. But there’s an awkward challenge embedded in this outlandish bid that should put the online auctioneer under pressure all the same. Before the pandemic, GameStop was a struggling video-game retailer targeted by short sellers. An army of retail investors then pushed up the share price, burned the hedge funds and helped GameStop raise a decent cash cushion by selling new shares. Even after all that, the company’s market value was just $12 billion on Friday before it confirmed its appetite for eBay. Now GameStop Chief Executive Officer Ryan Cohen reckons he can buy eBay for $125 per share, valuing the ecommerce giant at $56 billion versus its prevailing market capitalization of $46 billion. Sure, with financial acrobatics and rosy assumptions you can structure such a transaction on paper. But in real life? Cohen says he could pay half the price in cash. The $28 billion required would have to come mainly from borrowing against the combined business, an entity that would be largely comprised of the eBay of today. GameStop says Canadian bank TD Securities is “highly confident” of providing $20 billion of new debt. The bidder’s existing cash resources would make up the rest. Snag one is that the financing isn’t yet guaranteed. Even supposing it’s delivered, net debt would be over 6 times profit as measured by earnings before interest, tax, depreciation and amortization, according to credit market researcher CreditSights. That’s going to generate an almighty interest bill. The rest would be paid — so to speak — in new GameStop shares. The bidder’s stock closed Monday down 10% at around $24. Suppose GameStop offers about 2.6 of its shares for each eBay share, that would be worth roughly the $62.50 required to fulfil the other half of the overall price. GameStop could try ...

DeepInfra has successfully closed a $107 million Series B funding round aimed at expanding its cloud platform designed for high-throughput AI inference. This development highlights the increasing shift in AI demand from model training to production-scale inference, as enterprises increasingly adopt open-source and agent-driven AI models for improved cost-effectiveness and performance. The funding will facilitate DeepInfra's global expansion and enhance its infrastructure, which optimizes AI...

The PNC Financial Services Group ( PNC ) on Tuesday said it will redeem all outstanding $1.25 billion of its 4.543% senior fixed rate/floating rate notes due May 13, 2027, on May 13, 2026. The redemption price will be 100% of the principal amount plus any accrued and unpaid interest up to the redemption date. Interest on the notes will cease to accrue from that date. Payments will be made through the facilities of The Depository Trust Company, the company said. Source: Press Release More on PNC Financial The PNC Financial Services Group, Inc. (PNC) Shareholder/Analyst Call - Slideshow PNC Financial: Not A Great Buy Right Now The PNC Financial Services Group, Inc. (PNC) Q1 2026 Earnings Call Transcript Pnc expects 2026 net interest income up 14.5% following FirstBank deal and 11% average loan growth outlook PNC Financial reports higher Q1 segment revenues, Q2 outlook above estimates

(RTTNews) - With imports increasing by modestly more than exports, the Commerce Department released a report on Tuesday showing the U.S. trade deficit widened roughly in line with economist estimates in the month of March.