ServiceNow (NYSE:NOW) received a price target raise from Barclays to $134 from $132 on May 5, with an Overweight rating following the company’s Q1 2026 earnings report. ServiceNow “did all it could do to increase confidence in the investment story,” driven by AI product innovation and a still-expanding addressable market. The bump confirms the existing ... ServiceNow Did Everything Right: Barclays Raises Price Target on the AI Innovation Story

香港迪士尼樂園上個財政年度錄得淨利潤5.36億元，並首次實現「零貸款」。文體旅局局長羅淑佩指，對迪士尼擴建持開放態度，包括將政府早前在竹篙灣預留給迪士尼的60公頃土地，納入考慮。 文體旅局局長羅淑佩稱：「對於這幅(竹篙灣)土地，因為其規劃用途都是作主題樂園，政府對於將來是否這裡可用作迪士尼進一步擴建，或其他用途我們持開放態度。如果迪士尼業績持續向好，當然我們考慮這幅土地用途時，亦會加入考慮。目前園區都看到有土地還可以擴建。」 另外，迪士尼郵輪與新加坡簽訂五年合約，將以當地為母港，羅淑佩說，會爭取迪士尼郵輪來港，相信待啟德碼頭今年完成招標工作後，會有更大的主動性。

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

Why Micron Stock Just Popped Again AOL.com

格隆汇5月5日｜美国国防部长赫格塞思5日说，美军在霍尔木兹海峡实施的“自由计划”是临时任务，美军行动属于防御性质，并不寻求交战。赫格塞思当天在五角大楼同美军参谋长联席会议主席凯恩举行新闻发布会。赫格塞思说，“自由计划”疏导行动与“史诗怒火”行动截然不同，“自由计划”属于防御性质，范围聚焦且持续时间有限，目的是“保护商船免受伊朗的侵犯”。美军“不需要、也完全没有必要”进入伊朗领海或领空，“我们不寻求交战”。他同时强调，对伊朗港口的封锁行动依然全面生效。他宣称，“伊朗没有控制霍尔木兹海峡”，已有两艘美国商船在美军驱逐舰的护航下安全通过了海峡，目前还有来自世界各国的数百艘船只正等待通过。

Martin Makary, commissioner of the Food and Drug Administration (FDA), during a news conference at the US Food and Drug Administration headquarters in Silver Spring, Maryland, US, on Tuesday, April 28, 2026. Valerie Plesch | Bloomberg | Getty Images U.S. Food and Drug Administration Commissioner Marty Makary defended himself in a CNBC interview aired Tuesday after months of pressure over recent drug rejections . The relentless heat reached a new fever pitch this week with a report from Bloomberg News detailing "paranoia, turmoil and backlash" at the agency under Makary's tenure. An opinion piece from The Wall Street Journal asked if any administration official has created more headaches for President Donald Trump than Makary. The editorial specifically cited the FDA's controversial rejection of a drug candidate for melanoma from Replimune . "I think that article in The Wall Street Journal is the ninth article they've posted in that opinion section, begging for Replimune's approval," Makary said in an interview with CNBC's David Faber. "I don't work for Replimune, I work for the American people, and I stand by the scientists at the FDA." Makary said three independent teams have arrived at the same conclusion, adding that the FDA has not made "corrupt sweetheart deals." Replimune representatives have said the FDA has unfairly treated the company. Makary said he stands behind his review teams and that FDA commissioners overruling agency scientists has been a "disaster" every time it has happened. He cited examples like the FDA's approval of an Alzheimer's disease drug called Aduhelm and the its clearance of a Covid-19 vaccine booster for young, healthy kids. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Soaring government bond yields are attracting dip-buyers eager to lock in lofty, long-term returns — but only within their own borders, according to BNY. In the US, the 30-year Treasury yield now trades above 5% as rising oil prices catalyze fears of inflation, coupled with higher government borrowing estimates. In the UK, the 30-year gilt yield touched its highest mark since 1998 ahead of upcoming local government elections. And in Germany, the yield on 30-year bunds similarly trades near its highest mark in about 15 years, as expectations increase of a rate hike by the European Central Bank . “Our data is showing our clients are loving this in terms of bonds, with the key caveat — if you don’t have to worry about FX exposure,” Geoffrey Yu , a senior strategist at BNY, told Bloomberg Television Tuesday. “What we’re seeing is US investors buying Treasuries, European investors buying Eurozone treasuries, UK investors buying gilts.” Read more: Key US Yield at 5% Highlights Mounting Pressure in Bond Market Traders are expecting less volatile currency markets over the next 12 months than they were last month, as fears about the Middle East war have ebbed. But for many global investors, there’s still a risk to holding foreign assets and a cost to hedge that exposure. Hedging decisions hinge on both interest-rate differentials, which determine the price of foreign-exchange forwards, as well as currency volatility. For unhedged European investors, attractive returns from owning Treasuries can fall if the single currency strengthens versus the dollar, and it’s safer for many to avoid the risk. The euro is up about 1.5% versus the greenback over the last month. What Bloomberg Strategists Say... “The UK does carry a higher term premium than the US or Europe, but there are reasons for that, including greater exposure to fiscal deterioration from higher energy prices. The UK also lacks the support of a global reserve currency or the institutional backing of the EU.” - Skylar Mo...

Consumer sentiment sits at 53.3 in March 2026, deep in the pessimistic zone, while retail sales just hit a fresh high of $752.1 billion. That gap between how Americans feel and how much they spend is the entire reason a fund like the Consumer Staples Select Sector SPDR Fund (NYSEARCA:XLP) exists. People grumble, then they ... This Boring ETF Owns Some Of The Toughest Businesses In America

Source: Bloomberg, 31:39

As investors conduct their quarterly or yearly portfolio reviews, they may notice their holdings have gotten a little tech-heavy. That's not a surprise, as tech sector companies not only tend to be the most interesting and exciting, but also offer the potential for the biggest gains. There's also nothing wrong with owning tech stocks. But investing too heavily in them can come at the expense of building a well-balanced portfolio that can better withstand surprises, economic downturns, and prolonged turbulence. One way to add some balance to a portfolio is by picking up shares of some companies in the consumer goods space, and in that realm, I see Walmart (NASDAQ: WMT) , Coca-Cola (NYSE: KO) , and Procter & Gamble (NYSE: PG) serving as pillars of consistency and reliability. With $500, you can start a foundational stake in all three, or dedicate that whole sum to your highest-conviction pick. Continue reading

Prediction: Nvidia Stock Is Going to Soar After May 20 The Motley Fool

Eli Lilly (NYSE:LLY) received another bullish call from Wall Street. Barclays analyst Emily Field raised her price target on Eli Lilly stock to $1,400 from $1,350 and reiterated an Overweight rating, citing tirzepatide momentum that “takes focus back to the big picture.” The firm also lifted its estimates following the company’s Q1 2026 report. For ... Barclays Hikes Eli Lilly Price Target to $1,400: Tirzepatide Momentum Steals the Show

Chip Somodevilla/Getty Images News U.S. officials on Tuesday sought to calm fears of a renewed war with Iran after fresh clashes in the Strait of Hormuz and missile strikes targeting the United Arab Emirates. At the Pentagon, Joint Chiefs Chairman General Dan Caine said Iran’s attacks on ships and regional targets didn’t violate the ceasefire reached last month. Defense Secretary Pete Hegseth added that the truce remains intact, even as tensions flared. The violence followed President Donald Trump’s launch of “Project Freedom,” an operation aimed at escorting stranded commercial vessels through the strait. U.S. forces helped guide at least two ships while fending off drones, missiles and small-boat attacks, and deployed additional naval assets to the region. Hegseth described the mission as temporary and defensive, while confirming that U.S. restrictions on Iranian shipping remain in place. Both he and Caine said American forces are prepared to escalate if necessary, while urging other countries to help secure the waterway. Roughly 1,500 commercial ships and more than 20,000 sailors remain stuck in the Gulf, underscoring the disruption to global trade. Iran warned vessels against transiting Hormuz without its approval and struck a South Korean bulk carrier and a UAE-linked tanker, though no injuries were reported. The UAE said it intercepted most incoming missiles, but a strike on a Fujairah oil terminal injured three workers and triggered alerts in major cities. The confrontation comes as diplomacy remains stalled. Tehran is demanding an end to the U.S. naval blockade as a condition for talks, while Washington says the pressure is limiting Iran’s oil exports. Oil prices pulled back Tuesday after a sharp jump the day before, reflecting ongoing uncertainty around one of the world’s most critical energy corridors. Dear Readers: We recognize that politics often intersect with the financial news of the day, so we invite you to click here to join the separate political d...

DenisTangneyJr/iStock via Getty Images After the closing bell on April 28, Western New England Bancorp ( WNEB ) released its Q1 2026 earnings report that included an upside profit surprise of 14.3%. The company said its net income for the first three months of this year totaled $4.8 million, or $0.24 per share. This was $0.03 higher than analysts’ expectations and $0.13 better than Q1 2025. Revenue of $18.8 million was 21.2% more than the same quarter last year but missed analysts’ projections by just over $57,000. The company’s stock received a relatively muted reaction from the market, falling slightly as trading opened on April 29 but recapturing most of its losses by the end of the week. WNEB shareholders certainly cannot be too disappointed with their recent returns, as the stock has gained 11.6% year-to-date and over 52% in the last 12 months. Over the last five years, the stock has only trailed the returns from the S&P 500 by a little over 3%. One Year Price Chart for WNEB (Seeking Alpha) This is my first analysis of the micro-cap bank holding company that operates four branch locations of Westfield Bank in Connecticut and 21 additional branches in its home state of Massachusetts. From a first glance at its stock performance, WNEB looked like it could be a diamond in the rough. The company has not been written about on Seeking Alpha since 2020, and it is only followed by three Wall Street analysts. Unfortunately, my take on the operations of Western New England Bancorp is not currently reflected by its stock chart. I see some significant risks ahead for the company, and I consider WNEB to be a Hold at the current time. Company Overview The origination of Westfield Bank dates back to 1853. The company was a single-branch operation until 1948. Today, Western New England Bancorp controls not only the bank but also several other smaller subsidiaries, including Elm Street Securities Corporation, WFD Securities, Inc., and WB Real Estate Holdings, LLC. As of March 3...

格隆汇5月5日｜据日经亚洲，评级机构穆迪正准备采用自家方法，对稳定币进行信用评估，旨在满足数位资产在亚洲及其他地区逐渐普及所带来的投资者需求。穆迪董事总经理兼全球数位经济主管Fabian Astic表示，此举反映出数位金融科技接近主流采用所带来的转变。他拒绝透露首次评级的时间。

OlekStock/iStock via Getty Images Performance The portfolio trailed its reference benchmark, the S&P 500 Index ( SP500 ). The portfolio has no exposure to Energy, which was by far the strongest performing sector over the period. This accounted for approximately one-third of the total relative underperformance and was also the main driver of negative sector allocation, as a lack of Energy exposure offset positive relative gains from the overweight to Industrials. Stock selection was negatively impacted by two trends: a de-rating of software companies and asset-light business models, and a de-rating of quality and growth as a result of rising bond yields. These trends were particularly felt in Information Technology, where, in addition to the above, market gains were concentrated in AI momentum plays such as semiconductors and peripheral equipment, whereas the portfolio maintains a more diversified set of holdings. Within Health Care, portfolio holdings were weaker as growth-oriented stocks de-rated. The portfolio also has limited exposure to those parts of the sector that performed well, such as hospitals, health care providers and pharmaceutical companies, which were favored as sectors perceived to be less likely to be disrupted by AI. The investment team believes these areas face significant regulatory risk and pricing pressure, however, and instead focuses on companies providing truly innovative solutions to healthcare challenges. On the other hand, Financials and Industrials holdings were areas of strength. Within Industrials, the portfolio was well positioned to capture renewed interest in energy security, energy efficiency and investment in more efficient data centers. Despite the challenging quarter, portfolio holdings have generally been delivering solid results, with earnings growth estimates trending above that of the index. Market overview US equity markets finished lower over the quarter, in what was a period of two distinct halves. Early support from sol...

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

核心要点 印度总理莫迪所在政党 首次在西孟加拉邦赢得邦级选举 。 两年前莫迪政党在全国大选未能拿下绝对多数席位，外界一度认为其支持率正在下滑。 莫迪民意走强，有助推动上调燃油价格等艰难政策决策，但 结构性改革仍难轻易落地 。 2026 年 5 月 4 日，印度新德里，印度人民党（BJP）领袖、总理莫迪抵达党总部发表胜选演讲。该党在西孟加拉邦与阿萨姆邦邦议会选举中获胜。 周一，印度总理莫迪领导的 印度人民党 在西孟加拉邦取得历史性选举胜利。在印度面临经济挑战、改革需求迫切的背景下，此次胜选进一步巩固了其执政地位。 2024 年 6 月全国大选，莫迪政党未能拿下议会绝对多数席位，只能组建联合政府开启第三个总理任期，当时外界普遍认为莫迪的民众支持率已出现下滑。 专家表示，此后印度政府持续加大 民粹福利支出 ，近期又推出燃油补贴；而此次莫迪政治声望再度走强，或将为政府 合理压缩部分财政开支 创造空间。 最新邦级选举结果打消了外界对莫迪政治势头衰退的担忧。印度人民党在西孟加拉邦 294 个席位中拿下 206 席， 首次在该邦组建地方政府 。 选举结果出炉后，莫迪在社交平台 X 发文宣告： “莲花在西孟加拉邦绽放！” （莲花为人民党党徽）。他称：“人民的力量取得胜利，人民党善治执政理念大获全胜。” 花旗全球券商研报指出：自 2024 年以来的 11 场邦级选举中，印度人民党及其盟友守住 4 个邦执政权、新增拿下 2 个邦，足以体现 莫迪本人及政党持续居高的人气 。 花旗表示：市场期待，强势的执政民意、与各邦政府协调更顺畅，将 助力各项政策与制度改革加速落地 。 伊朗战局带来冲击 中东持久冲突预计拖累印度今年经济增长。受伊朗战事推高能源价格、扰乱出口贸易影响，截至 2027 年 3 月的本财年，印度 经常账户赤字 或将进一步扩大。 印度政府不愿将高涨的能源成本转嫁给民众，通过 下调燃油中央消费税 抑制成品油零售价，导致政府税收遭受 巨额损失 。 除燃油补贴外，印度还在大举推行民粹财政支出。伯恩斯坦研究 4 月 23 日报告显示，印度超十几个邦计划投入高达 2.5 万亿卢比 （约 262 亿美元），相当于 GDP 的 0.5%，向符合条件女性无条件现金转移，用以补贴家庭开支。 公共政策智库亚洲集团合伙人阿肖克・马利克在 CNBC 电话采访中表示： “中东战争引发经济危机之际，此次胜...

Meta says it will use AI technology to enforce age restrictions on platforms Baltimore Sun

Why Micron Stock Just Popped Again The Globe and Mail

Earnings Call Insights: Atkore (ATKR) Q2 fiscal 2026 Management View "We achieved net sales of $731 million and adjusted EBITDA of $81 million. Adjusted EPS came in at $1.23. All 3 metrics were sequentially better than our Q1 performance." (President, CEO & Director William Waltz) "After the quarter concluded, we completed the divestitures of our high-density polyethylene or HDPE business, and we also just announced the sale of our surface protection and powder coating business in Belgium." (President, CEO & Director Waltz) "The combined proposed settlement for the 2 punitive classes is $136.5 million and is reflected in our second quarter results. We anticipate making payment within the third quarter." (President, CEO & Director Waltz) "This was the first quarterly increase in net sales since the fourth quarter of fiscal 2022." (VP & CFO John Deitzer) "We recorded a pretax liability of $136.5 million, which is reflected as a nonoperating expense in our second quarter results." (VP & CFO Deitzer) "Excluding the impact of our HDPE business, the electrical adjusted EBITDA margins would have been around 150 basis points higher in fiscal Q2." (COO & President of Electrical John Pregenzer) Outlook "For the full year, we expect net sales to be in the range of $2.9 billion to $2.95 billion." (VP & CFO Deitzer) "We continue to expect adjusted EBITDA in the range of $340 million to $360 million and adjusted EPS in the range of $5.05 and $5.55." (VP & CFO Deitzer) "As we look at end market demand, we expect our third quarter to grow sequentially in net sales, adjusted EBITDA and adjusted EPS from Q2 and then slightly grow sequentially from Q3 to Q4 in all 3 metrics." (VP & CFO Deitzer) Compared with last quarter’s revenue outlook range, management changed the full-year net sales range; "We are adjusting our expectation for net sales to reflect a reduction from our HDPE divestiture and the divestiture of the 2 facilities in Belgium." (VP & CFO Deitzer) Financial Results "Organ...

UBS Maintains Apple(AAPL.US) With Hold Rating, Raises Target Price to $296 Moomoo

Earnings Call Insights: James River Group Holdings, Inc. (JRVR) Q1 2026 Management View CEO Frank D'Orazio said E&S results were hit by a legacy reinsurance item: "This quarter, our E&S results were negatively impacted by a sizable reinsurance reinstatement charge on a 2022 casualty treaty triggered by an individual claim, a disappointing development on an otherwise solid quarter." D'Orazio framed 2026 underwriting priorities around pricing and mix, stating, "For 2026, we feel our greatest opportunity to push rate remains in our Excess Casualty division and the greatest opportunities for overall growth reside in our specialty lines division as well as our small business unit." He also said "casualty rates were positive at 7.7% for the quarter" and added that the company is seeing "increasing competitive pressure in our primary general casualty department." On growth and portfolio actions, D'Orazio said "submission growth was strong at 4%" and that "for the first time in several quarters, we modestly grew gross written premiums across our E&S Casualty and Specialty portfolios." He also highlighted mix, saying "specialty lines were up 6%" and "excess casualty premiums increased 15%." CFO Sarah Doran reported the quarter’s headline loss and operating earnings: "This quarter, we reported a net loss to common shareholders of $10.9 million" and "Operating earnings were $5.8 million or $0.12 per diluted share." She attributed the key driver to reinsurance: "our results this quarter were negatively impacted by $6.7 million of reinsurance reinstatement premiums, largely related to a single E&S claim from 2022 that was booked and settled in the first quarter." On efficiency and technology, D'Orazio said "we also reduced G&A expenses across the group during the quarter by 11%" and described early deployment of new tools: "The rollout of AI-enabled underwriting workbench technology is already underway with our first 2 underwriting departments being rolled out this quarter." Out...

Earnings Call Insights: JELD-WEN Holding, Inc. (JELD) Q1 2026 Management view CEO William Christensen said the company operated in a soft macro backdrop and leaned into execution, stating, "The macro environment remained soft in the first quarter consistent with our expectations," while emphasizing that pricing actions taken in Q1 are expected to show up more in Q2 and beyond. Christensen highlighted operational and commercial priorities tied to customer retention and recovery, saying, "customers are very clear that consistent delivery and follow-through are what they value most," and added that JELD-WEN now expects "improved execution and service levels to contribute to incremental sales versus the 2026 expectations we shared in the fourth quarter results call." Christensen pointed to portfolio actions and liquidity optionality, stating, "we continue to progress the strategic review of our European business" and that the review "could provide meaningful liquidity and help further strengthen our balance sheet," while noting, "we have nothing to announce at this time." CFO Samantha Stoddard described the quarter’s profitability and balance sheet pressure, saying, "First quarter net revenue was $722 million, down 7% year-over-year" and "Adjusted EBITDA for the quarter was $6 million," while adding, "net debt leverage increased to 11.3x at the end of the first quarter" and, "we drew $40 million on our revolver." Outlook Christensen said the market view is largely unchanged from the Q4 framework, stating, "our view of the market has not meaningfully changed from what we outlined previously in our fourth quarter 2025 results call," and framed guidance around demand levels rather than a recovery. Christensen raised full-year 2026 revenue expectations while holding profit and cash assumptions, saying, "We now expect net revenue in the range of $3.05 billion to $3.2 billion, up from our prior range of $2.95 billion to $3.1 billion," and "The adjusted EBITDA range remains un...

Linux 7.1 Features: New NTFS Driver, New Intel + AMD Hardware, Performance Optimizations & Modernization Phoronix

製藥企業輝瑞第一季少賺約百分之9， 純利26.8億美元，經調整每股盈利跌至0.75美元。期內，收入則上升逾半成，至144.5億美元，高過市場預期的近138億美元。 輝瑞預期全年收入至少595億美元，經調整每股盈利介乎2.8至3美元。

格隆汇5月5日丨美国天然气期货日内下跌3.00%，现报2.780美元/百万英热。

Citigroup Raises Price Target on Palantir Technologies to $225 From $210, Maintains Buy Rating marketscreener.com

《科创板日报》5月5日讯 （记者 田野） 四月的杭州，春意正浓。 余杭人工智能小镇里，红色月季绽放， “杭州六小龙”之一——强脑科技的总部，位于小镇钱学森路的路牌旁。 这家公司曾藏身于波士顿哈佛大学附近的一间公寓地下室，如今已成为全球非侵入式脑机接口领域的领军企业之一。 强脑科技创始人韩璧丞认为， 脑机接口技术路径，不一定要用手术刀撬开颅骨，用算法与传感技术，也可以解开大脑信号最深处的密码。 “我从没看到一项技术能如此快速而猛烈地改善一个人的生活。”韩璧丞告诉《科创板日报》记者。从哈佛地下室到亚残运会点燃圣火，从见证开颅手术患者的困境，到提出”让中国成为世界首个没有肢体残疾人的国家”——这位1987年出生的青年，正带领强脑科技在全世界非侵入式脑机接口领域持续深耕。 ▍哈佛地下室里的“大脑充电”谣言 2015年，28岁的韩璧丞正在哈佛大学脑科学中心攻读博士学位。他有过一段颇为漂亮的履历：高中时期拿到过全国青少年生物科技创新大赛一等奖，后来考入韩国科学技术院攻读机械工程，又前往美国西雅图的福瑞德·哈金森癌症研究中心工作。 而就在那里，他的办公室隔壁恰巧是2004年诺贝尔奖得主琳达·巴克的实验室。 强脑科技创始人韩璧丞 诺贝尔奖得主究竟在研究什么？他成天跑去跟巴克教授团队的人聊天，想弄个明白。最后他搞懂了：巴克研究的是人类如何闻到味道。她在鼻腔上皮细胞膜上发现了上千种神经受体，当这些受体与气味分子结合，就会转化为电信号送入大脑。评委在颁奖词中写道——人们会在春天闻见薰衣草的花香，到了秋天即便看不到薰衣草，仍能在大脑中回忆这个香味。 就是这个发现，让韩璧丞豁然开朗： 原来大脑所有感知，本质上都是可解析的神经信号。如果视觉、听觉、嗅觉都能被模拟，那人类的体验边界将被彻底重塑。 “当时我就想，如果我们能通过神经干预，让人在大脑中生成所有想生成的感知，那将是一件多么了不起的事情。” 韩璧丞回忆道。 这个带着几分少年意气的想法，最终将他引向了哈佛大学脑科学中心。2014年，韩璧丞进入哈佛攻读博士，次年便组建了BrainCo团队,成为“哈佛创新实验室”孵化的第一个中国团队。 创业初期的生活是艰苦的。团队成员大多是哈佛、MIT的在读博士和科研人员，白天上课做实验，晚上回到地下室继续攻关。 后来，他在哈佛边上租了一个创业场地，这栋楼的地下室有一个窗户，刚好露出地面。有一天凌晨三点，当韩璧...

Activists found guilty over break-in at Israeli defence firm’s UK site after jury deliberated for more than 14 hours Four out of six Palestine Action activists who stood trial over a break-in at an Israeli defence firm’s UK site have been convicted of criminal damage. Charlotte Head, 29, Samuel Corner, 23, Leona Kamio, 30, and Fatema Rajwani, 21 were all found guilty on Tuesday of smashing up property, including drones, manufactured by Elbit Systems and computers at its factory in Filton, near Bristol, on 6 August 2024. Continue reading...