Marriott press release ( MAR ): Q1 Non-GAAP EPS of $2.72 beats by $0.17 . Revenue of $6.65B (+6.2% Y/Y) beats by $70M . First quarter 2026 RevPAR1 increased 4.2 percent worldwide, with 4.0 percent growth in the U.S. & Canada and 4.6 percent growth in international markets First quarter reported diluted EPS totaled $2.43 and Adjusted diluted EPS totaled $2.72 First quarter reported net income totaled $648 million and Adjusted net income totaled $726 million First quarter Adjusted EBITDA totaled $1,398 million Second Quarter 2026 vs. Second Quarter 2025 Full Year 2026 vs. Full Year 2025 Comparable systemwide constant $ RevPAR growth Worldwide 1.5% to 2.5% 2.0% to 3.0% Year-End 2026 vs. Year-End 2025 Net rooms growth 4.5% to 5% ($ in millions, except EPS) Second Quarter 2026 Full Year 2026 Gross fee revenues $1,538 to $1,553 $5,925 to $5,985 Owned, leased, and other revenue, net of owned,leased, and other expense Approx. $60 $215 to $225 General and administrative expenses $230 to $220 $895 to $875 Adjusted EBITDA1,2 $1,525 to $1,550 $5,880 to $5,970 Adjusted EPS – diluted2,3 $2.99 to $3.06 $11.38 to $11.63 Adjusted effective tax rate2 Approx. 26.5% 26.0% to 26.5% Investment spending4 $1,050 to $1,150 Capital return to shareholders5 Over $4,40 Click to enlarge EPS consensus FY at $2.55 More on Marriott Marriott International, Inc. (MAR) Presents at J.P. Morgan Gaming, Lodging, Restaurant, and Leisure Management Access Forum Transcript Marriott International Has Already Overstayed In The Buy Zone Marriott International: Growth Justifies Valuation Marriott Q1 2026 Earnings Preview Marriott plans to expand its luxury wellness footprint through the Lefay brand

标普500指数期货上涨1%，纳斯达克100指数期货上涨1.71%，道琼斯指数期货上涨1.22%。

TG Therapeutics press release ( TGTX ): Q1 GAAP EPS of $0.12 misses by $0.15 . Revenue of $204.92M (+69.6% Y/Y) beats by $3.71M . Product revenue, net was $201.3 million for the three months ended March 31, 2026, compared to $119.7 million for the three months ended March 31, 2025. Product revenue, net consists primarily of net product sales of BRIUMVI in the United States , which totaled $194.8 million during the three months ended March 31, 2026. Also included in product revenue, net for the three months ended March 31, 2026 is sales of BRIUMVI to our ex- U.S. licensing partner, Neuraxpharm, of $6.5 million. 2026 Financial Guidance Raises full year 2026 target total global revenue to approximately $925 million vs $900.34M consensus Raises full year 2026 target BRIUMVI U.S. net product revenue to approximately $885 - $900 million (prior guidance of $825-$850 million) Provides second quarter 2026 target BRIUMVI U.S. net product revenue of approximately $220 million Full year 2026 target operating expense, defined as R&D and SG&A, of approximately $350 million excluding non-cash compensation, in addition to approximately $100 million in expenses associated with the subcutaneous BRIUMVI manufacturing costs and secondary manufacturer start-up costs More on TG Therapeutics TG Therapeutics: Flawless Execution And $500 Million Non-Dilutive Capital Bolster Outlook TG Therapeutics: Briumvi Performance Aiding Upside, Buybacks Limiting Downside TG Therapeutics: 'Strong Buy' On BRIUMVI's Massive Growth And Possible Expansion TG Therapeutics Q1 2026 Earnings Preview TG Therapeutics secures $750M credit facility with Blue Owl, boosts buyback to $300M

2026年5月4日,豆包在App Store更新开发说明,新增订阅服务声明。三档方案:标准版连续包月68元(包年688元)、加强版200元(包年2048元)、专业版500元(包年5088元)。豆包随即在当日傍晚发布说明,称这是一次"测试中"的探索。 但如果只看豆包,会丢掉真正的变化。 时间倒推到2025年第四季度,Kimi先一步上线了打赏机制,单次打赏从9.9元起,每月活跃打赏用户数据虽未公开,但接近豆包的人士告诉记者,这已是国内第一个"亿级月活AI应用"层面跑通的小额付费模型。 时间再往前推一年,百度文心在2024年底上线过付费版本,定价激进——专业版接近500元/月,但当时被市场视为"过早",数据并不亮眼,后来悄悄被淡化处理。 时间再往前推两年,2023年8月豆包上线时,字节给出的是完全免费的策略——比同行入场更晚,但用最激进的免费策略快速抢用户。 时间再往前推三年,2022年7月百度文心一言早期版本要钱、阿里通义千问早期版本免费、智谱清言早期版本要钱——三家用三种不同的策略试水。 时间再往前推五年,2021年那时还没有"国民级AI应用"这个词,GPT-3.5还没问世,中国AI公司的全部商业模式只有一个名字:ToB卖算力、卖API。 把这些散落的时间点串起来,你才会看到一件事:过去五年,中国AI应用的商业模式不是一条直线在演化,而是经历了三个完全不同的阶段——而2026年5月4日,正是从第二阶段走向第三阶段的临界时刻。 我把这个三阶段框架称为"流量补贴期 → 数据税试探期 → 价值定价期"。这是一个我接下来要带你看清的框架,因为理解了它,你不仅能看懂豆包,还能看懂所有"用户即燃料"型商业模式何时开始转向。 接下来这篇文章,我会用三件事让你看清:第一,这三个阶段各自的核心机制;第二,这次切换的真实触发点是什么;第三,作为读者你能拿走的判断工具。 流量补贴期(2021—2023)：AI公司在悄悄"买地" 理解这个阶段,要先理解一个常被混淆的事实—— 互联网时代的"补贴大战"和AI时代的"免费策略"看似相似,机制完全不同。 互联网公司的补贴是给用户钱(比如打车补贴、外卖红包),目的是让用户形成习惯。打车软件烧掉的每一块钱,买的是用户的"出行习惯切换"。 AI公司的免费不是给用户钱,而是直接放弃收钱,目的是让用户生产数据。你打开豆包的每一个对话、Kimi的每一次提问、文...

爲什麼理想汽車不生產轎車：CEO 解釋 富途牛牛

Getty Images Exodus Movement, Inc. ( EXOD ) is a financial technology company focused on digital assets. It's best known for its self-custody digital wallet called Exodus. It's a useful tool to hold and manage crypto assets without relying on a centralized exchange to keep custody of the user's funds. Plus, their acquisition of Monavate and Baanx facilitates that transition, on paper. It gives EXOD direct ownership of infrastructure to connect self-custody crypto with real-world spending and payments through payment cards and digital payment methods. However, at this point, I think EXOD’s balance sheet is weaker, and they have to prove their new acquisitions will indeed be accretive. So, I feel a downgrade to a “Hold” makes more sense today. Challenging Crypto Pivots Exodus Movement, Inc. is a digital asset technology company that offers the Exodus wallet, a self-custodial crypto wallet that allows users to make transactions across many blockchain networks. The company was founded back in 2015, and it’s now headquartered in Omaha, Nebraska. EXOD’s original business was tied to wallet activity and crypto transactions. Currently, EXOD is trying to build a broader role in crypto payments, stablecoins, and digital asset infrastructure. I previously covered EXOD back in April 2025, and since then, the stock has declined significantly. So, I thought it was worthwhile updating my thesis on this name. Source: Corporate Presentation - March 2026 As a quick recap, the Exodus wallet is a platform for managing digital assets across different blockchains. It's built around three main activities: acquiring digital assets, self-custody, and trading. The acquisition of digital assets like crypto or stablecoins is made using a debit card, bank account, or another fiat payment method through a bank account or debit card. This way, the platform can be a bridge between crypto and regular currency. In that sense, self-custody means users hold and manage their own digital assets in their...

以色列国防军当地时间6日午间说，以军已开始打击黎巴嫩多个地区的黎真主党武装基础设施。 当天早些时候，以国防军发言人要求黎巴嫩南部12个村镇的居民撤离。 以军早些时候在另一份声明中称，过去24小时，以军打击了约25个黎真主党目标，包括武器库、用于军事用途的建筑物等。以军还说，真主党6日上午向驻扎在黎南部的以军发射了数枚火箭弹、迫击炮弹以及无人机，但“没有造成任何人员伤亡”。 据《以色列时报》报道，以军正按照以防长卡茨的指示，在以色列控制的黎南部“安全缓冲区”内拆毁黎村庄房屋，称这些房屋“要么被用来储存真主党的武器，要么可能被用来袭击以色列”。(新华社)

winhorse The Walt Disney Company ( DIS ) traded higher in early reaction to the company's fiscal first-quarter earnings report. Revenue growth of 7% year-over-year included gains across the Experiences (+7%), Entertainment (+10%), and Sports segments (+1%). For the entertainment segment, the increase in revenue included a 4% benefit from the Fubo transaction. In addition, growth was attributable to higher subscription and affiliate fees due to an increase in effective rates, a favorable movement of major foreign currencies against the U.S. dollar, and subscriber growth. Also factoring in was an increase in content sales revenue attributable to higher theatrical distribution revenue. Notably, the current quarter reflected the ongoing performance of Avatar: Fire and Ash and Zootopia 2 and the release of Hoppers. For the experiences segment, the increase in revenue compared to the prior-year quarter was driven by higher guest spending at domestic parks and experiences and an increase in passenger cruise days, reflecting the launches of the Disney Destiny in November 2025 and the Disney Adventure in March 2026. For the sports segment, the increase in revenue compared to a year ago was attributable to higher subscription and affiliate fees due to higher effective rates and the NFL transaction, partially offset by fewer subscribers. Disney ( DIS ) reported total segment operating income of $4.60B for the quarter that ended on March 28, vs. $4.38B consensus and $3.2B a year ago. The total was broken down by entertainment segment operating income of $1.34B vs. $1.27B, sports segment operating income of $652M vs. $588M consensus, and experiences operating income of $2.62B vs. $2.55B consensus. Disney's ( DIS ) EPS for the quarter landed at $1.57 vs. $1.50 consensus and $1.45 a year ago. Free cash flow was up 1% to $4.94B. "Our creative and operational momentum drove strong quarterly results, and we continue to expect growth to accelerate in the second half of the fiscal year...

北京保障房中心日前发布消息，为缓解新毕业大学生留京居住难题，落实首都高水平人才高地建设战略部署，北京保障房中心将持有运营的部分项目房源面向高校应届毕业生专项配租，本次配租房源共计3500套，意向登记将于5月8日正式开启，至5月底结束。(新华社)

British crew member among those evacuated from MV Hondius, which is heading for Canary Islands after Spain said vessel could dock Europe live – latest updates What is hantavirus? Three people with suspected hantavirus, including a British crew member, have been medically evacuated from the cruise ship linked to the outbreak. The crew member, along with a Dutch colleague and another passenger, were taken from the Dutch-flagged cruise ship MV Hondius for onward travel to the Netherlands, the World Health Organization (WHO) confirmed. Continue reading...

Battered school indoor shoes, reportedly worn by graduating schoolgirls, have appeared in online shops in Japan, sparking fierce criticism over the fetishisation of young women. Removing outdoor shoes before entering homes, schools, companies and other public buildings is a deeply rooted custom in the country, tied to cleanliness and respect for shared spaces. Known as uwabaki, Japan’s traditional indoor shoes are typically white and shaped like ballet flats. At schools, from kindergarten...

In a rare interview, the director has said he wants to do justice to Homer’s ‘the original non-linear narrative’. How will that translate on screen? • New trailer for Nolan’s The Odyssey released online The excitement around Christopher Nolan’s forthcoming film of the Odyssey has been taken up a notch this week with the launch of a new trailer and the director appearing on Stephen Colbert’s US chatshow to give a rare interview. With fresh information emerging about the film, which is scheduled to be released on 17 July, it’s worth taking stock of what we know about Nolan’s adaptation of Homer’s ancient Greek epic, starring Matt Damon as Odysseus. And how faithful to the original poem is it likely to be? Continue reading...

zetter/iStock via Getty Images Australia will commit A$10 billion ($7.22 billion) to expand domestic fuel stockpiles and create a permanent, government-owned reserve, Prime Minister Anthony Albanese said Wednesday, in a move aimed at strengthening the country’s energy resilience. The plan would lift onshore fuel holdings to roughly 1 billion litres (264 million gallons), enough to cover at least 50 days of demand. Officials say the expanded reserves are designed to protect the country from supply disruptions, particularly after recent shortages linked to tensions in the Middle East. Australia currently imports about 80% of its fuel and maintains around 30 days of supply, largely held by private companies under regulatory requirements. Albanese said the initiative will be included in next week’s federal budget as part of a broader fuel security and resilience package. Of the total funding, A$3.2 billion will be directed toward establishing and maintaining the strategic reserve, with a focus on diesel and aviation fuel capacity. The government said the reserve would be used to address shortages affecting critical users, particularly in regional areas, during future disruptions. The policy also raises the minimum stockholding requirement for fuel importers and refiners by 10 days, at an estimated cost of A$34.7 million. A further A$7.5 billion will support fuel and fertiliser supply chains through a mix of loans, equity investments, guarantees, insurance and pricing mechanisms intended to encourage storage and availability. Energy Minister Chris Bowen noted that Australia has been an outlier among International Energy Agency members in lacking a government-controlled reserve. More on Crude Oil Futures, Brent Futures U.S. February Oil Production Rebounds Commodities: Trump's 'Project Freedom' Pause Weighs On Oil Prices Gas Prices Surge To Highest Level Since July 2022 Oil prices fall after reports that U.S. is nearing framework deal to halt Iran war U.S.-Iran reportedly...

(RTTNews) - AMETEK, Inc. (AME), a provider of industrial technology solutions, announced Wednesday that it has agreed to acquire a portfolio of instrumentation businesses from Indicor, LLC in an all-cash deal at approximately $5.0 billion.

格隆汇5月6日｜据湖北发布，5月6日，湖北省委书记、省人大常委会主任王忠林在武汉东湖新技术开发区调研光电子信息产业高质量发展工作。他强调，要以更大力度、更实举措加强基础研究，着力提升原始创新能力，加快打造世界级光电子信息产业集群。长飞光纤光缆股份有限公司是光纤光缆行业的领军企业，成功突破了空芯光纤关键技术，刷新全球最低衰减纪录。王忠林与企业负责人深入交流，希望企业充分发挥光电子信息产业“链主”企业作用，持续强化技术迭代升级，推动产学研用深度融合，进一步巩固全球行业领先地位。

watch now VIDEO 6:20 06:20 How Barrière is betting on vitamin patches to shake up the supplement industry Retail The supplement industry has seen booming demand over the past few years as consumers increasingly focus on health and wellness. Along with that, wearable patches have become more mainstream, with brands like The What Supp Co and The Good Patch marketing products that they say deliver the same results as oral vitamins without having to swallow pills. One company, Barrière, says it's bringing something new to the table. It currently has an offering of patches that offer consumers help on everything ranging from sleep to energy boosts to immune support. CEO and co-founder Cleo Davis-Urman told CNBC exclusively that the company is projecting to double its 2025 revenue to reach $10 million in 2026, with a current valuation of $19 million. Davis-Urman also told CNBC that Barrière is also launching into 1,700 Walmart stores with its two newest offerings, including a motion sickness patch and what the company said is the first-ever lactose intolerance patch on the market. Barrière has grown from having a presence in just over 600 stores in the second quarter of 2025 to being available in more than 6,000 stores in the second quarter of 2026, according to the company. Its products are sold in major retailers including Target , Ulta and Urban Outfitters . Barrière vitamin patches packaging. CNBC Yet even as wearable patches become more available, the market remains largely unregulated by the Food and Drug Administration in the United States. Barrière's products are not FDA-approved. The agency oversees supplements according to the Dietary Supplement Health and Education Act of 1994, which classifies the products as food rather than as drugs and largely allows the marketing to be left up to the companies. Davis-Urman said Barrière chose to manufacture its products in the U.K., where the FDA-equivalent agency upholds the "strictest regulations possible." "Transparency...

Insulet press release ( PODD ): Q1 Non-GAAP EPS of $1.42 beats by $0.23 . Revenue of $761.7M (+33.9% Y/Y) beats by $31.6M . 2026 Outlook: For the quarter ending June 30, 2026 and year ending December 31, 2026, the Company is providing the following guidance (revenue in constant currency): Q2 2026 Guidance FY 2026 Guidance (as of 5/6/2026) FY 2026 Prior Guidance (as of 2/18/2026) U.S. Omnipod 18% - 20% 20% - 22% 20% - 22% International Omnipod 28% - 30% 26% - 28% 24% - 26% Total Omnipod 21% - 23% 22% - 24% 21% - 23% Drug Delivery ~(50)% ~(50)% ~(50)% Total 20% - 22% 21% - 23% 20% - 22% Adjusted Operating Margin 1 ~100 bps YoY expansion ~100 bps YoY expansion Adjusted EPS Growth 1 >25% >25% Click to enlarge More on Insulet Insulet Corporation (PODD) Discusses Omnipod 5 Manufacturing Issue and Medical Device Recall at ATTD Conference Transcript Insulet: The Growth Doesn't Stop Here Insulet Q4 Earnings Review: Strong Performance Meets Sky-High Expectations Insulet Q1 2026 Earnings Preview Healthcare among laggards in Q1; MRNA and DVA lead gainers while HUM drags

阿斯麦美股盘前涨超6%，现报1529.594美元。

日職百年構想聯賽，西區榜首神戶勝利船作客逼和廣島三箭，再勝出互射12碼。 上半場認住紫衫三箭，東俊希與加藤陸次樹傳中與頭槌極具威脅，今次被權田修一單撐拍走。要打塊地，不如留力稍後對付隊友山崎大地，勝利船半場距離勝利甚遠，3射0中。射斜是滿田誠，三箭就攻到對面滿天星。就是他們，加藤陸次樹接應東俊希，頭槌被拍到再中楣底入，半場10射6中入一球，42分鐘1-0。 下半場主要看勝利船後備小松蓮。薄餅要厚批來了薄批，批了出柱邊。還要看門將權田修一，先擋住木下康介近距離剷射。昔日王牌門將變老牌門將，中村草太勁射中楣後，出去「娥眉月」，川邊駿熨射，再飛身撲走，這位37歲前國腳身手猶在。 到63分鐘，山崎大地頂落小松蓮，回身再追、落腳都阻止不到地波入，勝利船63分鐘追成1-1。山崎大地頂完給別人，已嘗試奮力補救，但再將對方射門，剷向更刁鑽方向，彷彿呼吸也是錯，法定時間1-1，即時互射12碼。權田修一第一輪撲走木下康介，一轉身笑容更釋放。勝利船包括小松蓮五輪全入，12碼贏5-4，獲得2分後，繼續壓著同分的鯨魚，排西區榜首。

NRG Energy press release ( NRG ): Q1 Non-GAAP EPS of $1.48 misses by $0.25 . Revenue of $10.26B (+19.4% Y/Y) beats by $1.62B . 2026 (In millions, except per share amounts) Guidance Adjusted Net Income $1,685 - $2,115 Adjusted EPS $7.90 - $9.90 Adjusted EBITDA $5,325 - $5,825 FCFbG $2,800 - $3,300 Click to enlarge More on NRG Energy NRG Energy: Too Cheap Into Q1 Earnings, But There's A Technical Risk (Upgrade) NRG Energy, Inc. (NRG) Q4 2025 Earnings Call Transcript NRG Energy, Inc. 2025 Q4 - Results - Earnings Call Presentation NRG Energy Q1 2026 Earnings Preview ClearBridge Select Strategy repositions portfolio with new entries and exits

For years, the two hottest things on Wall Street have been the rise of artificial intelligence (AI) and Nvidia . However, the tide has begun to shift, and Google's parent, Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) , now finds itself in the spotlight. Following the release of its first-quarter operating results last week, Alphabet is roughly $150 billion in market cap away from becoming the most valuable public company. While AI has played an important role in lifting Alphabet's long-term growth prospects, there's another catalyst that's arguably been even more foundational to its 1,000% run-up (including dividends) over the trailing decade. Image source: Getty Images. Continue reading

Key PointsVertical Aerospace has lost 98% of its value since the completion of its SPAC merger in 2021.

格隆汇5月6日｜沙特阿美与沙特电信公司解决方案部门合作部署下一代超级计算机，此次合作预计将增强阿美在勘探和油田开发运营中的数字化创新能力。

新一屆十大傑出青年選舉舉行啟動禮，上屆得主之一、港足門將葉鴻輝出席補領獎項。 2025十大傑出青年葉鴻輝說：「拿到十大傑青獎項很開心，是對我職業生涯一個肯定。同時可告訴不同人士，雖然一個人很渺小，但其實影響力可以很大，希望培養更多年輕球員，他們才是社會或香港足球的未來。」 36歲的葉鴻輝，去年十月代表港隊時受傷，十字韌帶撕裂，他說恢復了五、六成，希望年底可復出。上屆適逢東方出戰亞洲賽，葉鴻輝未能親身到場領獎，獲大會補發獎項。 新一屆十大傑青提名期至6月29日結束。

BioCryst Pharmaceuticals press release ( BCRX ): Q1 GAAP EPS of -$2.98 misses by $3.03 . Revenue of $156.4M (+7.5% Y/Y) beats by $5.28M . Financial Outlook for 2026 The company maintained its expectation for full year 2026 global net ORLADEYO revenue to be between $625 million and $645 million and for full year 2026 total revenue, including RAPIVAB® (peramivir injection), to be between $635 million and $660 million. The company also maintained its expectation for full year 2026 non-GAAP operating expenses, excluding stock-based compensation, restructuring, and transaction-related costs, to be between $450 million and $470 million. Item As of May 6, 2026 As of February 26, 2026 ORLADEYO revenue Unchanged $625 million to $645 million Total revenue Unchanged $635 million to $660 million Non-GAAP operating expense Unchanged $450 million to $470 million Click to enlarge More on BioCryst Pharmaceuticals BioCryst: The Buyout Rumor Is Noise, The Franchise Is Real BioCryst Pharmaceuticals, Inc. (BCRX) Q4 2025 Earnings Call Transcript BioCryst Pharmaceuticals, Inc. 2025 Q4 - Results - Earnings Call Presentation BioCryst Pharmaceuticals Q1 2026 Earnings Preview BioCryst gains amid takeover speculation

(RTTNews) - Major stock markets in Asia surged on Wednesday tracking the strong gains in Wall Street, attributed to AI-momentum and U.S.-Iran peace deal hopes. Equity markets in Japan were closed for a holiday.

Source: Bloomberg, 3:12

Key PointsIFC Advisors LLC added 88,758 shares of UYLD in Q1 2026, an estimated $4.5 million trade based on quarterly average pricing.

格隆汇5月6日｜5张图——囊括人类最伟大的投资方向，这绝对是人类有史以来最极致的一次全球性资产暴涨潮。纵观人类文明史，本质上就是科技不断突破生理、环境、认知局限的进化史。其中有一个规律从未被打破：谁抓住了时代的核心科技，谁就抓住了财富的密码。

Dragon Claws/iStock via Getty Images When I last covered Enterprise Products Partners ( EPD ), a big part of the thesis was that it was rapidly approaching a cash flow inflection point where it would be pivoting from investing aggressively in growth projects to seeing its free cash flow soar, its leverage plummet, and its ability to return capital to unit holders increase substantially. Since then, EPD has reported very strong first-quarter results, with first-quarter EBITDA up by 10% year-over-year , and management indicating that the coming quarters may end up being even better. This article will take a fresh look at EPD's business model as well as valuation to share my updated thoughts on it and on whether or not I think it's a buy right now. EPD's Formidable Positioning EPD has a lot going for it even before the recent macro developments pertaining to the Strait of Hormuz. For example, it has one of the largest and most integrated midstream networks in North America, including NGL pipelines, fractionation, natural gas gathering and processing infrastructure, crude oil pipelines, and marine export terminals. Additionally, it controls the whole value chain from wellhead to water as it takes in gas and liquids from producers and then outputs finished products for export. Moreover, it generates largely fee-based earnings as its gross operating margin runs around 74–82% for fee-based earnings, which means that its cash flows are not significantly swung one way or another during periods of commodity price volatility. Finally, about 90% of its long-term contracts have inflation escalators on them, which also makes it a solid inflation-resistant investment. EPD also has a phenomenal balance sheet, as it has the only A-minus credit rating in the entire midstream sector. On top of that, it delivered record operational performance in Q1, with: Natural gas processing volumes are up 7% year over year NGL fractionation volumes up 16% year over year Marine terminal loading vol...