Vertical Aerospace (NYSE: EVTL) is an emerging player in the still-nascent electric vertical take-off and landing (eVTOL) aircraft industry. The England-based company went public through a merger with a special purpose acquisition company (SPAC) in December 2021 and has seen rocky trading since its public debut. The company's share price is down roughly 98% since the completion of its SPAC merger. Vertical Aerospace announced last month that it completed its first two-way piloted transition flight with its eVTOL craft . On the other hand, the business is still in a pre-revenue state -- and relatively high operating costs could present challenges for investors. While it's still too early to say the company won't find some successes in the eVTOL space, there's a real risk of the stock going to $0 per share. Image source: Getty Images. Continue reading

研奥股份公告，截至2026年5月6日，控股股东一致行动人长春研奥同人投资合伙企业（有限合伙）已完成此前披露的减持计划，于2026年4月8日至2026年4月30日通过集中竞价减持41.83万股，减持均价28.3元/股，占公司总股本0.5322%，占剔除回购专用账户股份后总股本0.5356%；减持后持股降至37.17万股，占公司总股本0.4729%，占剔除回购专用账户股份后总股本0.4759%。

格隆汇5月6日｜有媒体援引消息人士透露，尽管产量下降，印度目前暂无限制食糖出口的计划，因为糖价保持稳定，表明需求疲弱已抵消部分供应缺口。印度是全球仅次于巴西的第二大食糖出口国。此前印度允许糖厂出口159万吨食糖，押注产量将超过国内需求。但由于主要种植地区甘蔗单产下降，当前产季产量预计将连续第二年低于消费量。有关厄尔尼诺天气可能扰乱今年季风降雨的预测，也增加了下一产季产量低于初步预估的风险。这些因素引发市场猜测，认为印度可能收紧食糖出口。不过消息人士称，印度政府认为供应依然充足，因此没有必要限制出口。其中一人表示：“我们已仔细评估当前情况，并考虑了最新产量预估，结论是现阶段没有必要限制食糖出口。”

迪士尼公布第二季度财报显示，营收251.68美元，同比增长7%；调整后每股收益1.57美元，同比增长8%。

According to a recent SEC filing , IFC Advisors LLC increased its stake in Angel Oak UltraShort Income ETF (NASDAQ:UYLD) by 88,758 shares during the first quarter of 2026. The estimated transaction value was $4.5 million, based on the average closing price for the quarter. Angel Oak UltraShort Income ETF (UYLD) is an exchange-traded fund designed to deliver enhanced income with low interest rate risk, targeting investors who want more yield than cash or money market accounts without venturing far out on the duration curve. IFC Advisors' decision to increase its UYLD position by roughly 39% -- from 225,155 shares to 313,913 shares -- is a meaningful move. At roughly 2.3% of AUM, UYLD isn't a core holding, but this purchase shows IFC leaning into capital preservation and income generation amid an uncertain rate environment. Continue reading

Wallenius Wilhelmsen ASA press release ( WAWIF ): Q1 Earnings per share of $0.38. Total revenues were $1,253M (-3.3% Y/Y). EBITDA ended at $381M (-18% Y/Y). More on Wallenius Wilhelmsen ASA Wallenius Wilhelmsen ASA (WILWY) Shareholder/Analyst Call - Slideshow Wallenius Wilhelmsen: Things Looking Up In 2026 Wallenius Wilhelmsen ASA 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Wallenius Wilhelmsen ASA Dividend scorecard for Wallenius Wilhelmsen ASA

格隆汇5月6日｜另类资产管理公司阿波罗全球管理在第一季度录得创纪录资金流入后，资产管理规模突破1万亿美元，同时公布的业绩也超出华尔街预期。公司在当地时间周二的声明中表示，经调整净利润同比增长8%，至12.1亿美元，合每股1.94美元，高于市场分析师给出的1.88美元平均预期。

迪士尼美股盘前涨超5%，现报106.03美元。迪士尼第二季度调整后每股收益1.57美元，预估1.51美元；第二季度营收251.7亿美元，预估248.7亿美元。

At a House Armed Services Committee hearing on April 30, Defense Secretary Pete Hegseth confirmed that Bitcoin (CRYPTO: BTC) is, in some way, important to the national security of the U.S. When asked whether the U.S. is securing a strategic advantage over China in the cryptocurrency, Hegseth said that "a lot of the things we are doing, enabling it or defeating it, are classified efforts that are ongoing inside our department, which do provide us a lot of leverage in a lot of different scenarios." This is the first time that a sitting defense secretary has framed Bitcoin as an instrument of exerting national power. It's difficult to overstate how important this development is for investors, so let's unpack what we know and what it means. Image source: Getty Images. Continue reading

记者从中国航空工业集团特种飞行器研究所获悉，5月6日，我国首批自主培养的4名飞艇驾驶员获得由中国民用航空局颁发的商业驾驶执照，正式持证上岗。这标志着我国飞艇商用驾驶员自主培养实现从无到有的突破，为飞艇产业自主可控发展及低空经济高质量发展奠定坚实基础。此次获得商业驾驶执照的4名驾驶员，分别来自客户单位和研制单位。培训严格遵循中国民用航空局批准的培训大纲，构建理论、模拟、实操全链条课程，学员驾驶国产“祥云”AS700载人飞艇完成400余次起降训练，顺利通过考核。(新华社)

Utz Brands press release ( UTZ ): Q1 Non-GAAP EPS of $0.15 beats by $0.01 . Revenue of $361.3M (+2.6% Y/Y) misses by $0.63M . Adjusted Gross Profit Margin expansion of 210bps. Adjusted EBITDA increased 6.2% to $47.9 million. Cash Flow Used in Operations was $12.2 million Adjusted Free Cash Flow increased to $(25.9) million Net Leverage Ratio improved and decreased 0.4x to 3.6x. Fiscal Year 2026 Outlook The Company will benefit from a 53rd week in the fourth quarter of 2026. Guidance has indicated the impact of the 53rd week, where appropriate. The Company is reiterating all aspects of 2026 guidance. For the fiscal year 2026, the Company continues to expect: Organic Net Sales growth of 2% to 3%, assuming a flat Salty Snacks category at midpoint, led by continued Branded Salty Snacks growth, particularly the Power Four Brands. This metric excludes the 53rd week We expect that the 53rd week will benefit Reported Net Sales by approximately $20 million in the fourth quarter of 2026 Productivity savings of approximately 4% of Adjusted COGS Adjusted EBITDA growth of 5% to 8% and Adjusted EBITDA margin expansion, led by Adjusted Gross Margin expansion fueled by strong productivity cost savings and improved product mix. This metric includes the 53rd week We expect that the 53rd week will benefit Adjusted EBITDA by approximately $3 million in the fourth quarter of 2026 Adjusted EPS decline in range of 3% to 6% vs. estimated of -5.73% Y/Y , driven primarily by higher depreciation and amortization of approximately $13 million, higher interest expense, and a higher tax rate, the impact of these three items equating to approximately 12 cents We expect that the 53rd week will benefit Adjusted EPS by 2 cents in the fourth quarter of 2026 Adjusted Free Cash Flow in the range of $60 and $80 million Adjusted Free Cash Flow is defined as Cash Flows From Operating Activities less Capital Expenditures Plus Net Sales of Property and Equipment The Company also continues to expect: An effec...

Bio-Techne ( TECH ) declares $0.08/share quarterly dividend , in line with previous. Forward yield 0.56% Payable May 29; for shareholders of record May 18; ex-div May 18. See TECH Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bio-Techne Bio-Techne Corporation (TECH) Presents at Leerink Global Healthcare Conference 2026 Transcript Bio-Techne Corporation (TECH) Presents at TD Cowen 46th Annual Health Care Conference Transcript Bio-Techne Q3 2026 Earnings Preview Most oversold mid-cap healthcare stocks on Wall Street amid Middle East disruptions Seeking Alpha’s Quant Rating on Bio-Techne

小米集團－Ｗ(01810)出現大手買入25.06萬股，成交價$30.76，涉資770.846萬 AASTOCKS.com

Disney earnings beat estimates as new CEO outlines growth strategy Reuters

格隆汇5月6日｜迪士尼第二季度调整后每股收益1.57美元，预估1.51美元；营收251.7亿美元，预估248.7亿美元。迪士尼盘前涨超4%。

Summary Prime Importance Taiwan Construction Arizona Construction Other Construction Industrial Info Resources is tracking US$67 billion of active construction for Taiwan Semiconductor Manufacturing Company (TSMC). Key construction areas include locations in Taiwan; Phoenix, Arizona; Dresden, Germany; and Singapore. The Phoenix site potentially could receive hundreds of billions of dollars of more investment in the future. Industrial Info Resources is tracking more than US$67 billion of current construction from Taiwan Semiconductor Manufacturing Company (TSMC), with key areas including its home country of Taiwan and Phoenix, Arizona.In the world of semiconductors, a few names rise to top of the list for their importance in the cutting-edge computing technologies leading us into the future. These include NVIDIA, which designs the GPU chips powering the most sophisticated artificial intelligence (AI) processes, ASML, which manufactures the machines that manufactures the majority of those GPU chips, and Taiwan Semiconductor Manufacturing Company (TSMC), perhaps the most important semiconductor manufacturer in the world.With strong demand growth from multiple sectors, TSMC is expanding its manufacturing capacity not only in its home country of Taiwan, where the company's most important fabrication facilities (fabs) are, but throughout the world in locations such as Arizona, Singapore and Germany. Industrial Info Resources data finds more than US$67 billion worth of TSMC construction is presently underway throughout the world.A substantial portion is being built in Taiwan--specifically for expansions of its Kaohsiung wafers plant, which was completed late last year. Initial production from the plant was expected to be about 20,000 pieces per month of 2-nanometer wafers, but this is expected to increase as TSMC pursues substantial expansion projects at the plant, the first phase of which is expected to be completed in the coming months, doubling production. Final expansi...

Taiwan Semiconductor Manufacturing Sees US$67 Billion of Ongoing Construction Industrial Info Resources

AI Has Changed the Market Landscape. AMD, Google, Samsung Show Just How Much. Barron's

U.S. and Iran near peace agreement, AI models face U.S. review, SEC could allow companies to ditch quarterly reports, and more news to start your day.

中稀有色公告，截至本公告日，股东广东省稀土产业集团有限公司持有公司6728.72万股，占20%。该股东计划自本次减持计划披露之日起15个交易日后的3个月内，通过集中竞价方式减持不超过336.44万股，不超过公司总股本的1%。减持期限为2026年5月28日～2026年8月27日，减持价格将根据届时市场价格及交易方式确定；如减持期间公司发生送股、资本公积金转增股本等股份变动，拟减持数量将相应调整。

Malaysia’s anti-corruption agency is seeking to charge two unnamed individuals over a 1.1 billion ringgit (US$278 million) semiconductor deal with British chip designer Arm Holdings, as former economy minister Rafizi Ramli returned for a third day of questioning in the same probe. The Malaysian Anti-Corruption Commission (MACC) said the investigation was nearing completion after officers recorded statements from 22 witnesses, including Rafizi and his former aide, political analyst James...

MoMo Productions/DigitalVision via Getty Images Walmart ( WMT ) has performed admirably over the past decade. They have successfully pivoted from a physical-only retailer to the second-largest e-commerce company in the United States , trailing only Amazon ( AMZN ). They have survived the e-commerce transition that has destroyed so many retailers, such as other big-box retailers like Sears and dozens, if not hundreds, of smaller retailers that thrived in shopping malls—a way of life that dominated America for decades. While gaining market share in e-commerce, they have also managed to grow earnings, and this has allowed them to keep expanding their dividend while keeping the payout ratio low: Data by YCharts Data by YCharts The real issue is valuation—Walmart's EV/EBITDA ratio, among many other valuation metrics, has climbed to highs not seen since around the dot-com bubble. I chose to share EV/EBITDA because it has been much less choppy than the P/E ratio, and I've always found it to do a better job of including debt in the valuation: Data by YCharts Walmart's very high valuation levels seem to be the main focus of many Seeking Alpha analysts, with good reason. However, I noticed that we Seeking Alpha analysts stand in stark contrast with Wall Street analysts, so I think it's worth taking a deeper look at: Seeking Alpha Analysts' Ratings Wall St. Analysts' Ratings With SA analysts giving Walmart an average rating of 2.63 out of 5, that means on average, we are calling Walmart a Hold, but that outlook has dipped into Sell often in the past 3 years, with the average only hitting a Buy range very briefly a few times. As for Wall St. analysts, they called Walmart a solid Buy from 2023-2025, and the average rating has upgraded to Strong Buy ever since mid-2025, with a very strong average rating of 4.54 out of 5. Why the Divergence? When I see such a divergence between SA and WS analysts, it makes me want to dig into the reasoning further. This is anecdotal, but I feel on...

Freshpet press release ( FRPT ): Q1 GAAP EPS of $0.91 beats by $0.82 . Revenue of $297.6M (+13.1% Y/Y) beats by $6.07M . Gross margin of 40.5%, compared to the prior year period of 39.4%. Adjusted Gross Margin of 46.9%, compared to the prior year period of 45.7%.1 Net income of $48.5 million, compared to the prior year period net loss of $12.7 million. Adjusted EBITDA of $37.9 million, compared to the prior year period of $35.5 million.1 More on Freshpet Freshpet: Growth Dynamics Raising Questions Freshpet, Inc. (FRPT) Q4 2025 Earnings Call Transcript Freshpet, Inc. 2025 Q4 - Results - Earnings Call Presentation Freshpet Q1 2026 Earnings Preview Freshpet's moat can withstand threats from Costco's Kirkland and The Farmer's Dog -- Cowen

ITT press release ( ITT ): Q1 Non-GAAP EPS of $1.98 beats by $0.24 . Revenue of $1.21B (+32.5% Y/Y) beats by $100M . 11.7% operating margin (20.3% adjusted) due to productivity, higher volumes, pricing and FX 2026 Guidance The company expects organic revenue growth of 4% to 6%, up 36% to 38% in total vs. estimayed growth of 32.20% Y/y ; operating margin of 12.4% to 13.3% and adjusted operating margin of 19.7% to 20.6%, an increase of 30 to 120 bps. EPS is expected to be $4.15 to $4.45, with adjusted EPS of $7.70 to $8.00 vs. $7.76 consensus , representing growth of 7% to 11% for the full year. Free cash flow is now expected to be between $540 million and $580 million, representing free cash flow margin of 10% to 11% for the full year. The additional four working days in Q1 will be offset in Q4 for the full year. More on ITT ITT Inc. (ITT) Presents at Bank of America Global Industrials Conference 2026 - Slideshow ITT Inc. (ITT) Presents at Bank of America Global Industrials Conference 2026 Transcript ITT Inc. (ITT) Presents at 36th Annual Pump, Valve, and Water Systems Symposium - Slideshow ITT Q1 2026 Earnings Preview Selective strength: Small group of industrial names reaches 52-week highs

Wolfe Research raises AMD stock price target on server strength Investing.com

Bruker press release ( BRKR ): Q1 Non-GAAP EPS of $0.31 beats by $0.08 . Revenue of $823.4M (+2.7% Y/Y) beats by $27.73M . Q1-26 Bruker Scientific Instruments (BSI) bookings up high-single digits % organically yoy; BSI book-to-bill ratio above 1.0x for 3rd consecutive quarter Reconfirming previous FY2026 guidance: Revenues of $3.57 to $3.60 billion (vs. consensus of $ 3.58B) , up 4% to 5% yoy, with organic growth of 1% to 2% Non-GAAP EPS of $2.10 to $2.15 (vs. consensus of $2.12), up 15% to 17% yoy, including an ~8% FX headwind More on Bruker Bruker: A Better, Yet Speculative Proposition Bruker Corporation 2025 Q4 - Results - Earnings Call Presentation Bruker Corporation (BRKR) Q4 2025 Earnings Call Transcript Bruker Q1 2026 Earnings Preview Most oversold mid-cap healthcare stocks on Wall Street amid Middle East disruptions

AMD Stock Hits 52-Week High - Here's Why - Advanced Micro Devices (NASDAQ:AMD) Benzinga

现货白银大涨5%，现报77.58美元/盎司。

Walt Disney Co. posted stronger results than Wall Street expected thanks to improved profitability at its streaming business, new Avatar and Zootopia movies, and guests spending more at the company’s resorts and on cruises. Earnings-per-share, excluding some items, rose to $1.57 in the second fiscal quarter, higher than the average analyst estimate of $1.51, according to data compiled by Bloomberg. Revenue was $24.9 billion, up 7% from a year earlier and also ahead of Wall Street’s estimates. Operating income at all three of Disney’s divisions, entertainment, experiences and sports, beat analysts’ expectations. The results underscore the stability of the company’s business in a new era under Chief Executive Officer Josh D’Amaro , who succeeded Bob Iger in March. Disney said it expects earnings per share to grow 12% this fiscal year. “Creative and operational momentum drove strong quarterly results,” D’Amaro and Chief Financial Officer Hugh Johnston said in a letter to shareholders Wednesday, “and we continue to expect growth to accelerate in the second half of the fiscal year.” Shares rose about 8% in premarket trading in New York. They were down 12% this year through the close of trading on Tuesday, compared with a 6% gain for the S&P 500 Index. Disney’s direct-to-consumer unit, which includes the Disney+ streaming service and is led by Joe Earley and Adam Smith , achieved a double-digit profit margin for the first time, delivering on one of the company’s longstanding ambitions after several years of losses following the platform’s debut. The film studio, led by Alan Bergman , benefited from strong demand for Avatar: Fire and Ash , Zootopia 2 and Hoppers from Pixar Animation Studios. The three movies have generated more than $3.7 billion at the global box office since their release. Operating income fell 5% at the company’s sports division due to lower advertising revenue at ESPN and higher fees for programming. In the current quarter, Disney expects operating inco...

越来越多游客将目光投向了那些“人少、原生态、有烟火气”的小城。 从深度体验小城到为了赛事或者演唱会走出家门，今年五一假期越来越多人不再满足于常规的出游打卡，而是为兴趣、为体验而出发。 第一财经梳理发现，今年五一假期，各出行平台的异地打车、中长线出行等订单均有增加。假期消费也呈现出新的趋势：越来越多游客奔赴小城、高品质的小团游增加以及为了文化活动出行的游客规模在扩大。 因“现场”感而出游 多平台数据显示，今年五一假期出行规模在增长。 滴滴出行数据显示，今年五一假期异地打车订单较平日上涨33%，租车、充电、加油等需求同步走高。 T3出行大数据显示，5月1日至5月5日，用户前往景区的出行需求比去年同期增长了约22%，前往火车站、机场等交通枢纽的出行需求比去年同期增长了超30%。 网约车司机也感受到了假期的忙碌。杭州网约车司机原师傅对第一财经记者表示，他体感4月27日起前往高铁站、机场以及景区的订单就多了起来。假期中的跨城订单也多了不少，“去往景区的订单中最多的是西湖附近，也有不少人去周边城市，比如乌镇和安吉。” 整体看，对比去年，今年人们普遍走得更远。五一期间，滴滴异地打车的用户距离常驻城市平均612公里。2000-3000公里外的异地订单同比上涨21%，3000公里外的异地订单同比上涨34%。 美团《2026五一消费洞察报告》显示，受春假叠加拼假效应驱动，今年五一期间，出行规模显著增长，300公里以上中长线旅游出行订单占比达46%。 演唱会、赛事等不可回放的现场体验，正成为游客出发的理由。滴滴数据显示，五一期间，演唱会周边单量比平日上涨88%，周华健、五月天、草莓音乐节等演唱会打车量位居前列，赛事周边单量比平日平均上涨185%。此外，五一期间的赣超、楚超球场周边打车订单，比平日上涨超200%，宁超、鲁超、苏超球场也都超100%。 美团《2026五一消费洞察报告》显示，今年五一假期，以中超、苏超为代表的体育赛事以及音乐节、演唱会等活动，带动了一波以兴趣为核心的出行消费热潮。假期期间，可容纳8万人的上海体育场迎来人气火爆的中超联赛。比赛期间，“上海体育场附近酒店”的搜索热度同比增长53%。 赛事带动的不只是住宿，也带动了本地餐饮与周边景区消费。五一期间，“苏超”赛事带动淮扬菜订单量同比上涨40%；“南京鸭血粉丝”搜索量同比增长30%，“镇江三怪”搜索量同比增长203%。中山...