Debt heavy financing shows rising infrastructure costs

Peabody Energy press release ( BTU ): Q1 GAAP EPS of -$0.26. Revenue of $973.3M (+3.9% Y/Y) beats by $6.55M . More on Peabody Energy Peabody Energy Corporation (BTU) Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference - Slideshow Peabody: Trump's Coal Policy Does Not Affect Coal Market Fundamentals Peabody Energy Corporation (BTU) Q4 2025 Earnings Call Transcript Peabody Energy Q1 2026 Earnings Preview Peabody Energy downgraded at B. Riley on higher diesel cost implications

Pre-market Overview of U.S. Stocks | Major indices rise in pre-market trading; memory-related stocks extend gains, with Micron Technology's pre-market price surpassing $600 per share! Apple is considering collaborating with Intel to produce chips. 富途牛牛

Sotera Health press release ( SHC ): Q1 Non-GAAP EPS of $0.18 beats by $0.01 . Revenue of $280.05M (+10.0% Y/Y) beats by $9.28M . Q1 2026 Adjusted EBITDA ( 1 ) increased 10.5%, or 6.9% on a constant currency basis. Reaffirming 2026 Outlook The 2026 outlook below, first provided on February 24, 2026, remains unchanged: Net revenues in the range of $1.233 billion to $1.251 billion vs. $1.24B consensus , representing constant currency growth of 5.0% to 6.5% and an estimated 100bps foreign currency benefit Adjusted EBITDA in the range of $632 million to $641 million, representing constant currency growth of 5.5% to 7.0% and an estimated 100bps foreign currency benefit Interest expense in the range of $135 million to $145 million Tax rate applicable to Adjusted Net Income (1) in the range of 27.0% to 29.0% Adjusted EPS in the range of $0.93 to $1.01 vs. $0.96 consensus A weighted-average fully diluted share count in the range of 289 million to 291 million shares Capital expenditures in the range of $175 million to $225 million More on Sotera Health Sotera Health Company (SHC) Presents at 2026 KeyBanc Capital Markets Healthcare Forum Transcript Sotera Health Company (SHC) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Sotera Health Company (SHC) Q4 2025 Earnings Call Transcript U.S. to ease restrictions on carcinogenic gas used for sterilizing medical devices Sotera Health shareholders launch 25 million share secondary offering

shorting starts from here let’s see how it goes Moomoo

格隆汇5月5日｜道明证券策略师表示，澳洲联储以8比1的投票结果决定加息25个基点，这一结果从表面上看可以被解读为偏鹰派，但道明证券策略师认为，其整体表述更倾向于暗示短暂暂停加息。该行指出，澳洲联储似乎已经收敛了此前偏鹰派的通胀立场，而主席布洛克在会后讲话中的措辞则更偏鸽派。策略师Prashant Newnaha与Alex Loo认为，澳洲联储大幅下调GDP预测之后，未来通胀数据将成为决定下一次加息时点的关键因素。该行认为，澳洲联储6月加息的可能性较低，8月将是更可能的时间窗口。因此，该机构目前预计现金利率将在8月见顶于4.60%。

JHVEPhoto/iStock Editorial via Getty Images Roughly a year ago, Intel ( INTC ) was perceived by the market as a company in deep crisis with little options to rebound. Despite this, the company managed to make a comeback in recent months. The latest quarterly results showed a recovery in revenue, strong demand in the data center and artificial intelligence segment, and a series of positive developments that effectively restored investors’ confidence in Intel. As a result, the company's shares have skyrocketed and are already trading at historic highs after breaking through the levels of the dot-com era. However, this is where the key question arises. Is the current market price reflecting the fundamental improvement of the business, or has the stock gotten ahead of the reality? In our opinion, the second option is much closer to the truth. Despite improvements in operating performance, Intel remains a company with high structural risks, weak profitability, and huge capital costs that have not yet proven their effectiveness. That is why we maintain a bearish outlook for Intel and stick to our Sell rating. Major Issues Remain There is no denying that the performance in Q1 was good, as the revenue of $13.6 billion was significantly above the expectations . The Data Center & AI segment looked particularly strong, growing 22% Y/Y, confirming that Intel was benefiting from an overall AI infrastructure boom . However, major issues still remain. Despite this growth, the company still shows weak fundamentals. The GAAP loss remains significant, and the operating margin in the foundry business is deeply negative. In the first quarter, the foundry segment generated an operating loss of about $2.4 billion, which emphasizes the scale of the problem. In other words, Intel now looks like a company that temporarily benefits from the AI boom cycle but has not yet proven that its new business model works at profitability. Also, in theory, Intel’s foundry business could become the secon...

Intel: The Rally Has Gone Too Far (NASDAQ:INTC) Seeking Alpha

Avanos Medical press release ( AVNS ): Q1 Non-GAAP EPS of $0.22. Revenue of $182.2M (+8.8% Y/Y) beats by $12.2M . The Specialty Nutrition Systems ("SNS") segment delivered above-market results in the first quarter of 2026, achieving net sales of $124.0 million, an increase of $22.9 million compared to the prior year period. Pain Management and Recovery ("PM&R") segment net sales for the first quarter of 2026 were $56.3 million. Overall PM&R net sales growth was relatively flat compared to the prior year period. More on Avanos Medical Avanos Medical Stock Looks Capped After American Industrial Partners' Offer Avanos Medical, Inc. (AVNS) Presents at The Citizens Life Sciences Conference 2026 Transcript Avanos Medical, Inc. (AVNS) Q4 2025 Earnings Call Transcript Avanos Medical rockets 67% on $1.27B acquisition by American Industrial Partners Avanos expects $700M–$720M sales in 2026 as China exit drives tariff mitigation

STORY: Tesla CEO Elon Musk has projected confidence that the EU will soon green-light the carmaker's "Full Self-Driving" system. But emails from some European regulators show marked skepticism toward the tech... and its stated safety benefits. Tesla's FSD technology was cleared by the Dutch road regulator RDW in April. RDW is now seeking EU approval for FSD, with a key committee hearing scheduled for Tuesday. Tesla has a lot riding on FSD approval in Europe, where it is trying to regain market share. The EV maker charges a monthly subscription for FSD, which can drive itself under certain circumstances... but requires the driver to be fully attentive at all times. But in previously unreported email correspondence, regulators in the Netherlands, Sweden, Finland, Denmark and Norway - who could prove critical to Musk's approval push - have raised a number of concerns over the technology. Those include the system's tendency to speed, whether it is safe to use on icy roads... and drivers' ability to circumvent features designed to prevent cell-phone use. That's according to the emails, which were seen by Reuters through public records requests. They also expressed frustration with Tesla's strategy of publicly encouraging vehicle owners to pressure regulators to approve FSD. The EU committee will hear on Tuesday from Dutch officials about why they approved Tesla's FSD. Tesla did not respond to requests for comment. For FSD to be approved, committee members representing 55% of EU member states and 65% of the bloc's population must vote "yes." There is no vote scheduled on FSD this week. And the next committee meetings are expected in July and October.

格隆汇5月5日｜埃及总统塞西与阿联酋总统通话。

格隆汇5月5日｜据央视，以色列国防军当地时间5日发表声明称，他们在4日对加沙地带中部的一次空袭中打死了哈马斯精锐部队“努赫巴”指挥官安斯·哈马德。声明称，哈马德参与了2023年10月7日对以色列的突袭行动。

Lisa-Blue/iStock via Getty Images Introduction Since Omnicom Group ( OMC ) first popped up on my radar a few years ago, shares have been somewhat volatile, bouncing between $80 and $100 a share. And the stock has always been very interesting to me. But their lack of growth is one of the main reasons I've remained skeptical until now. The company recently acquired another Media & Advertising giant, The Interpublic Group of Companies. With the acquisition completed, OMC looks attractive as they expect growth to ramp up in the coming years. With a forward P/E of just 7.04x, I believe Wall Street may be underestimating OMC and think shares could re-rate in the next 24 to 36 months. Especially if they can manage to meet growth expectations. The dividend yield close to 4% is another incentive to invest if looking for an attractively priced stock with massive upside potential. In this article, I discuss Omnicom Group's latest earnings, fundamentals, why I believe shares could re-rate in the near future and think Wall Street may be overlooking this quality compounder. Previous Thesis I last covered Omnicom in an article back in February titled: Value Hiding In Plain Sight At Under 8x Earnings With Accelerated Buybacks. OMC's recent IPG acquisition, well-covered 3.5% yield, and 21% upside potential to their price target of $100 a share were reasons to invest. Since then, the stock price has been volatile. In the past 2 months, OMC has underperformed the S&P ( SP500 ), down 9% compared to the index, up 6%. Seeking Alpha Acquisition Synergies Seem To Be Paying Off As previously mentioned, OMC closed on their acquisition with Interpublic Group at the end of last November. And looking at Omnicom's Q1 earnings report, the media & advertising giant delivered what I thought was solid growth all around. Their bottom line grew a solid 11.8%, while revenue rose to $5.6 billion. Organic revenue growth was solid at 3.9%, up from 3.4% the prior year. Adjusted EBITDA grew from $653.1 mill...

MargJohnsonVA/iStock via Getty Images The US dollar ( DXY ) is slightly lower against the G10 currencies but the Japanese yen as the North American session gets underway . Chinese and Japanese markets remain on holiday. Outside the Reserve Bank of Australia’s third rate hike of the year, the news stream is quiet. Contrary to claims otherwise, the Strait of Hormuz remains effectively closed. Still, oil prices are consolidating in the upper end of yesterday’s range. The US has a busy session of economic data, but with Q1 GDP and the preliminary April PMI in hand, most of the reports are old news. New today is the April services ISM. Still, the recent string of data suggests the AI-related boom continues. The Fed funds futures, with an exception last Wednesday, have been discounting a chance of a Fed cut this year. It swung in favor of a hike yesterday and is now pricing in slightly less than a 1-in-4 chance of a rate increase. The rise in the long end of the US curve can largely be explained by the rise in the expected year-end Fed funds rate over the last couple of weeks. Prices G10 • The euro recorded a bearish shooting star candlestick before the weekend and extended its losses to almost $1.1680 in the North American session yesterday. It edged slightly lower today but held above $1.1675. The next area of technical support is near $1.1655, the three-week low seen last Thursday. A push below $1.1630 could signal initial potential toward $1.1575. • Arguably helped by the jump in US 10-year rates, the dollar set the session high yesterday in North America near JPY157.30, and with Japanese markets still closed today (and tomorrow) took the dollar through resistance around JPY157.50 to reach JPY157.85. Initial resistance now is seen around JPY158. There still appears to be no comment from the US, which is a far cry from reports of US Treasury-inspired rate checks in January. • Sterling looked like it hit a brick wall before the weekend after it reached nearly $1.3660, i...

New silicon-specific testing framework aligned with lead smartphone customerFREMONT, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Enovix Corporation (Nasdaq: ENVX) (“Enovix”), a leader in advanced lithium-ion battery technology, today announced the appointment of Steve Bakos as Senior Vice President of Worldwide Sales. He reports to Samira Naraghi, Chief Business Officer in a newly created role. The move comes as Enovix advances toward the commercial launch of its flagship 100% silicon-anode batteri

Appointment strengthens execution capabilities as Core AI advances AI-ready data center platform with Allianca MIAMI, FL, May 05, 2026 (GLOBE NEWSWIRE) -- Core AI Holdings, Inc. (Nasdaq: CHAI) (“Core AI” or the “Company”), a global AI infrastructure and technology platform, today announced the appointment of Sonali Garg, Co-Founder and Chief Operating Officer of Allianca Group Inc. (“Allianca”), to its Advisory Board. The appointment further aligns leadership between Core AI and Allianca followi

It can be challenging to find an artificial intelligence (AI) stock trading under $50 that's worth taking a small stake in, as the hype around these companies can often outrun reality. Still, they exist, and three that I view as promising options to consider are SoundHound AI (NASDAQ: SOUN) , Aurora Innovation (NASDAQ: AUR) , and Serve Robotics (NASDAQ: SERV) . All of these companies are still unprofitable, and two are in the very early stages of generating any kind of revenue. They are speculative stocks , to be sure, so if you choose to invest in them, these positions should make up only a small portion of your overall portfolio. Still, if they can deliver unexpected revenue growth, land large clients, or announce any other bullish business developments, they could also close out 2026 as significant winners in the AI space. Continue reading

After Bizarre CEO Interview On CNBC, Michael Burry Exits GameStop Position Michael Burry has exited his position in GameStop Corp., saying the retailer’s reported bid for eBay Inc. changed the investment case, according to Bloomberg . In a Monday post to his Substack subscribers, Burry said a potential $56 billion cash-and-stock acquisition would likely require too much debt and no longer aligned with his original thesis for GameStop. He had previously backed the company in 2019, a move that helped spark investor enthusiasm around the stock. Burry wrote: “Wall Street does indeed mistake debt for creativity, and does so constantly. I of all people should have known.” GameStop reportedly offered $125 per eBay share — a deal far larger than GameStop itself. Burry's decision comes after a bizarre interview between Gamestop CEO Ryan Cohen and CNBC yesterday morning that deepened doubts around GameStop Corp.’s proposed $56 billion bid for eBay. Andrew Ross Sorkin presses Ryan Cohen live on how GameStop $GME could realistically fund a potential acquisition of eBay $EBAY pic.twitter.com/vfOZutqiuh — 𝔇𝔞𝔫𝔧𝔞 🏴‍☠️ (@0xDanja) May 5, 2026 In the 16-minute Squawk Box appearance, Cohen struggled to clearly explain how GameStop would fund a deal worth nearly five times its own market value. Pressed by Andrew Ross Sorkin over a reported $16 billion financing gap, Cohen leaned on vague responses , pointing to the company’s website and repeating that the offer was “half cash, half stock.” He noted GameStop had roughly $9.4 billion in cash and cited a financing letter from TD Securities for up to $20 billion, but failed to fully address how the numbers added up. The interview grew more tense as CNBC hosts Becky Quick and Michael Santoli pressed Cohen on dilution concerns and the strategic logic behind the acquisition. Cohen argued the deal would help GameStop better compete with Amazon and said his incentives are tied to shareholder performance. Clips of Cohen's pauses, evasive answers,...

当地时间5日，欧盟能源专员丹·约根森表示，世界正面临着有史以来最严重的能源危机，自中东地区局势升级以来，欧盟国家在燃料进口上额外花费了超过350亿美元，且没有获得任何额外的供应。（央视新闻）

格隆汇5月5日｜可孚医疗(1187.HK)将于明日(5月6日)在港上市，富途行情显示，该股暗盘段收报40.2港元，较招股价39.33港元涨2.21%，每手100股，不计手续费，每手赚87港元。 可孚医疗于2007年成立，产品组合涵盖超200个产品类别、上万个产品品规。主要有11个自有品牌，并主要销售16个第三方品牌产品。根据弗若斯特沙利文的资料，按2024年的国内收入计，在中国所有家用医疗器械企业中排名第二，市场份额达2.1%。 可孚医疗战略性聚焦五类具有强劲增长潜力和显著市场需求的家用医疗器械，包括康复辅具类产品、医疗护理类产品、健康监测类产品、呼吸支持类产品以及中医理疗类及其他类产品。具体而言，于2024年，按国内收入计，在中国所有康复辅具类产品企业中排名第一，市场份额达2.4%。

AMD Likely To Report Higher Q1 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call Benzinga

Sunstone Hotel press release ( SHO ): Q1 FFO of $0.27 beats by $0.05 . Revenue of $259.71M (+11.0% Y/Y) beats by $12.34M . RevPAR: RevPAR for all hotels in the portfolio increased 14.6% to $255.04. The average daily rate was $344.19 and occupancy was 74.1%. RevPAR excluding Andaz Miami Beach increased 5.7%. Total RevPAR: Total RevPAR for all hotels in the portfolio increased 13.4% to $411.28. Total RevPAR excluding Andaz Miami Beach increased 5.3%. For the full year 2026, the Company now expects: Metric ($ in millions, except per share data) PriorFull Year 2026Guidance (1) CurrentFull Year 2026Guidance (2) Change inFull Year 2026Guidance Midpoint Net Income $21 to $46 $34 to $48 +$7.5 Net Income Attributable to Common Stockholders per Diluted Share $0.02 to $0.16 $0.11 to $0.18 +$0.06 RevPAR Growth (3) 4.0% to 7.0% 5.0% to 7.5% +75 bps Total RevPAR Growth (3) 3.5% to 6.5% 5.0% to 7.5% +125 bps Adjusted EBITDAre $225 to $250 $238 to $252 +$7.5 Adjusted FFO Attributable to Common Stockholders $153 to $178 $166 to $180 +$7.5 Adjusted FFO Attributable to Common Stockholders per Diluted Share $0.81 to $0.94 $0.88 to $0.96 +$0.05 Diluted Weighted Average Shares Outstanding 190,000,000 188,000,000 -2,000,000 Click to enlarge 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 Q1 2026 Earnings Preview Sunstone Hotel Investors outlines 2026 RevPAR and FFO growth targets while maintaining disciplined capital allocation