Right now, there are five artificial intelligence (AI) cryptos with market caps of $1 billion or more. Two of the best are Bittensor (CRYPTO: TAO) and Render (CRYPTO: RENDER) . Both are now up more than 20% for the year, and both could be ready to skyrocket in value during the next few years. But which of these is worth a place in your investment portfolio? The answer to that question depends on two key factors. When choosing an AI crypto, it's important to get the investment narrative right. At one time, for example, that narrative was all about GPU computing. In other words, the focus was on the enormous computing power required to run high-end AI projects. Continue reading

Blade Air Mobility press release ( SRTA ): Q1 GAAP EPS of $0.03 beats by $0.07 . Revenue of $67.4M (+24.1% Y/Y) beats by $3.73M . Logistics revenue and gross profit grew 32.4% and 29.9% year-over-year, respectively, in Q1 2026, which represents Strata's organic growth Clinical revenue and gross profit sequential growth of 12.7% and 29.2%, respectively in Q1 2026 versus Q4 2025 Q1 2026 net income from continuing operations of $2.4 million Adjusted EBITDA(1) of $6.4 million in Q1 2026 More on Blade Air Mobility Strata Critical Medical: Significant Upside Potential Backed By Robust EBITDA Growth Strata Critical Medical, Inc. (SRTA) Q4 2025 Earnings Call Transcript Strata Critical Medical, Inc. 2025 Q4 - Results - Earnings Call Presentation Strata Critical Medical raises 2026 revenue guidance to $260M–$275M amid 35% organic growth and expanded acquisition strategy Strata Critical Medical surges 21% as Q4 revenue jumps

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Sam Lynton-Brown, BNP Paribas Markets 360, Macro Strategy Global Head; Cathy Hepworth, PGIM Credit, EM Debt Head; Mike Doustdar, Novo Nordisk CEO; Jeff Currie, Carlyle, Senior Advisor; Marcelo Bacci, Vale CFO. (Source: Bloomberg)

财联社5月6日讯（记者 高艳云） 自精选层平移至北交所近五年的上市公司 *ST云创 （云创数据），因长达四年半的系统性财务造假及涉嫌欺诈发行，遭到监管的严厉查处。 根据监管公布，云创数据由董事长、总经理牵头，多部门协同实施长期造假。监管拟对公司及10名责任人合计罚款1.49亿元。其中，针对非法募资额20%（即6960万元）的罚款比例，远高于以往通常10%的处罚标准。目前，*ST云创已触发“财务类”强制退市情形。 作为*ST云创的第二大股东（持股10.58%）， 通鼎互联 近日发布公告披露这一严峻局面。在2025年已计提1.43亿元税前利润损失的基础上，市场预计公司今年将面临超亿元的公允价值损失。 这一事件不仅标志着监管对财务造假行为的惩处力度已突破历史极值，更深刻折射出当前资本市场加速构建“不敢假、不能假、不想假”良性生态的坚定决心。 一本假账四年半没被穿？ 结合监管披露的信息，*ST云创的退市之路堪称劣迹斑斑，主要涉及以下核心问题： 首先是长达四年半的财务造假。2020年至2024年上半年，*ST云创通过无商业实质业务确认收入，虚增营收和利润。其虚增营收占当期营收的比例从23.09%一路飙升至81.83%，虚增利润总额占当期利润总额的比例最高竟达405.10%。 其次是涉嫌欺诈发行。*ST云创于2021年11月平移至北交所上市，但其2021年7月披露的公开发行文件中已包含虚假的2020年财务数据。上市后的财务造假到了“搂不住”的程度，显然背后不是一般的 驱动力 。 最后是全员参与的“团伙式”造假。从时任董事长张真、总经理刘鹏夫妇的组织安排，到采购、市场、财务、工程等部门负责人的具体执行，甚至包括独立董事和审计委员会召集人的失察，公司上下形成了一条完整的造假链条。 矛头也渐渐指向背后的投行，将被怎样的追责，成为行业关注。 1.49亿元天价罚单 针对上述违法行为，江苏证监局拟对*ST云创及相关责任人开出合计1.49亿元的巨额罚单。其中，对公司罚款7960万元（含非法募资额20%的罚款）；对张真、刘鹏等10名责任人合计罚款6950万元，并对张真、刘鹏采取终身证券市场禁入措施。 云创大数据曾以“与聪明人一起做精彩的事”为企业文化，现实中，一群聪明人却没有做聪明的事。也许正是实控人已有的光环，让市场对其失察。 投行人士指出，此次高达募资额20%的罚款比例，远超以往10%的常...

五星红旗连续两年在斯诺克的最高殿堂——克鲁斯堡剧院，一同与冠军奖杯留下了同框的合影。 北京时间5月5日，吴宜泽在斯诺克世锦赛决赛中打满35局，以18比17击败“魔术师”肖恩·墨菲，夺得个人首个世锦赛冠军。 至此，22岁的甘肃小伙成为史上首位“00后”世锦赛冠军、第二年轻的斯诺克世锦赛冠军，也是继2025年赵心童后第二位问鼎该赛事的中国选手。从2025年的赵心童到2026年的吴宜泽，这标志着中国运动员连续两年称霸斯诺克的最高殿堂。 如同2025年的赵心童一样，吴宜泽这个名字的声量瞬间从克鲁斯堡剧院回荡至中国大地。各大媒体的头条报道以及社交媒体的热搜话题，都在为中国斯诺克再次登上最高殿堂欢呼雀跃。而这一次的主角，是比赵心童（1997年4月出生）更年轻的吴宜泽。 如果说去年赵心童的夺冠，还没有具备足够的说服力体现中国斯诺克的实力，那么今年吴宜泽在克鲁斯堡剧院一路闯关的经历，则成为了中国斯诺克球员蜕变的痕迹。要知道，在本届世锦赛之前，吴宜泽还没有在克鲁斯堡剧院品尝过胜利的滋味。 事实上，如果让我们回顾过去的2025/26赛季，中国球员已经拿下了多个关键赛事的冠军——2025年8月的世界斯诺克武汉公开赛，肖国栋以10比9险胜英国选手加里·威尔逊夺得冠军；同年11月在南京举办的斯诺克国际锦标赛，吴宜泽在决赛中以10比6战胜苏格兰名将约翰·希金斯捧起冠军；2026年2月在英国特尔福德举行的斯诺克球员锦标赛，赵心童在决赛中以10比7击败约翰·希金斯夺得冠军...... 当中国球员能够稳定在多个大赛夺得冠军时，那么当以赵心童和吴宜泽为代表的中国球员最终在世锦赛笑到了最后时，也不足为奇了。 从丁俊晖、赵心童再到吴宜泽，属于中国斯诺克黄金时代的大幕正在徐徐展开。 中国球员的黄金时代 这是一个属于中国斯诺克球员的黄金时代。 在斯诺克全球版图当中，中国运动员已经占据了相当大的权重。透过今年的世锦赛参赛名额占比我们就可以直观和清晰地感受到。 赵心童、丁俊晖、吴宜泽、肖国栋和斯佳辉以世界排名直接晋级世锦赛，加上从资格赛突围的张安达、范争一、贺国强、雷佩凡、庞俊旭和周跃龙，由11人组成的中国斯诺克军团向本届世锦赛发起了冲击。 中国斯诺克球员在32强中占据了历史新高的11席，这一数字仅次于13席的英格兰。这背后反映了目前世界斯诺克版图的分布情况——英格兰深厚的传统底蕴与中国的全面崛起。 过去丁俊晖的...

US stocks closed at a record high for the second day in a row, lifted by optimism the Iran war is drawing to a close and by bullish results from chipmaker Advanced Micro Devices Inc. AMD surged 19% , the most since October, after a flood of AI data-center spending buoyed its sales forecast. Oil slid after Axios reported that the US and Iran were nearing an understanding to end the war. The S&P 500 Index rose 1.5%, with nine of 11 sectors in the green, led by industrials and tech. With oil slumping, energy stocks saw the biggest declines, falling 4.1%. The Nasdaq 100 Index gained 2.1%, also closing at a record, while West Texas Intermediate crude oil retreated about 7% to around $95 per barrel. News the US and Iran were circling around a fresh proposal to end the war buoyed sentiment. President Donald Trump, in remarks to PBS, said the war had “a very good chance” of ending, and it’s possible a deal can be reached before his visit to China next week. Still, shipping companies remained wary about sending vessels through the Strait of Hormuz. AMD, the leading challenger to Nvidia Corp. in AI computing chips, was among top S&P 500 gainers. An upbeat outlook from the second-biggest maker of computer processors positioned the sector for further advances after semiconductors and memory stocks helped propel the S&P 500 to a record close on Tuesday. “The big picture takeaway is that the AI trade is alive and well,” said Jack Janasiewicz , a portfolio manager at Natixis Advisors. He highlighted rising earnings-per-share and net margin estimates while stock multiples were holding steady. Highlighting the breadth of the rally, the S&P 500 equal-weighted index also closed at a record. This year, nine of 11 S&P 500 sectors are rallying, led by a 27% advance for energy stocks and 14% gains for materials and industrials. Only financials and healthcare are down for the year. The Philadelphia Semiconductor Index, known as the SOX, also ended the day at an all-time high. Other chips s...

格隆汇5月6日｜WTI原油期货跌幅扩大至13%，报88.921美元/桶。布伦特原油期货跌幅扩大至11%，报97.549美元/桶。消息面上，伊朗称将确保船只安全通过霍尔木兹海峡。

刚刚，波士顿动力又放出了一段Atlas的新demo。 demo中的Atlas机器人完成了一套高难度体操动作，比如倒立，双臂支撑，腰马合一，非常流畅。 据悉，这是波士顿动力新一代的Altas人形机器人，也就是2026年初CES展示的量产版本。 它具备： 56个自由度，关键关节支持360°旋转 身高6.2英尺(约1.9米)，体重198磅(90公斤) 工作温度区间-20°C到40°C IP67防尘防水 全身只用两种独特规格的执行器，以压低成本和复杂度 一条肢体可以在5分钟内替换完毕 评论区有不少网友直呼这动作非常厉害。 当然了，和中国机器人比起来，还是差了些。 然而，就在最新demo火出圈的同时，关于波士顿动力公司上市前夕领导层变动的消息也开始流传。 更离谱的是，有消息称，Altas月产量仅4台…… 量产版Altas 据悉，这次demo里的新版Altas是年初在CES上展示的量产版本的第一次公开亮相。 定位上，这代Atlas主打企业级应用，能够执行从物料搬运到订单履行等多种工业任务。 在此前放出的视频demo中，Atlas已经在汽车工厂里跑起了搬运流程，而且执行速度相当不错。 根据官方博客，这代量产版的核心设计思想是「功能大于形式」。 与不少竞争对手拼命让机器人看起来像人不同，波士顿动力反而在往「超人类」方向走，头部、腰部、髋关节都能360°旋转，做出人类做不到的姿势。 正如开头的demo里，Atlas可以用极其反人类直觉的方式转动手臂、肩膀和头部。 早在CES曝光时，不少人的第一反应是「有点渗人」，但这恰恰是设计目的。 在具体的硬件细节方面，根据博主the humannoid hub的推文，Atlas全身只用了两种规格的执行器，左右臂完全相同，左右腿也完全相同。 零件种类大幅减少，既方便规模化生产，也方便现场维修，坏了直接换一整条胳膊就行。而且每个模块可以独立迭代，不需要动其他部分的设计。 Atlas是四指抓手，三根手指加一根对拇指，指尖和手掌都有触觉传感。 这个配置是在三指和五指之间做了取舍，波士顿动力认为四指是工业场景下可靠性和灵活性的最优解。 散热方案也值得说一下。整台机器人只有一个风扇，装在头部，给计算模块降温。 所有执行器全部靠被动散热，散热鳍片直接做进了机器人的外壳里，外壳本身就是散热器，通过增大跟空气接触的导热面积来散热。 这让Atlas运行时非常安静，也...

Welcome to Going Private , I’m Sinead Cruise and this is Bloomberg’s twice-weekly newsletter about private markets and the forces moving capital away from the public eye. Today, we look at the public market alternatives some money managers are offering jittery BDC backers, and what some of the industry’s biggest names had to say at the 2026 Milken Institute Global Conference . But first we explore some sobering regulatory opinions on private credit’s biggest flaws. If you’re not already on our list, sign up here . Have feedback? Email us at goingprivate@bloomberg.net Doom loop The world’s top financial watchdog has a bone to pick with the private credit industry. In fact, it has plenty. The Financial Stability Board has laid out a litany of “vulnerabilities ” in the $1.8 trillion sector, spotlighting rising leverage, valuation blind-spots and increasing reliance on private credit ratings. While many of its critiques are familiar, the supervisor tasked with thwarting the next industry crisis has drawn fresh attention to potential “circles of risk” in the booming market for synthetic risk transfers that it said could endanger major banks and insurers. In an SRT, banks offload the credit risks of a pool of assets to investors, who effectively insure the loans against default. Private credit funds fueled by investor capital and bank leverage are among the most prolific buyers of SRTs, followed by pension funds and insurance firms with relentless hunger for yield. “There is a question to what extent banks are investing in private credit funds or other NBFIs that, in turn, invest in banks’ SRTs,” the FSB said in a report on Wednesday. “Banks may provide funding to these funds or NBFIs, such as loans or repos, which could increase their leverage,” the supervisor warned, outlining a scenario in which a private credit fund’s SRT investment “ultimately becomes a risk for the bank providing the funding.” Lenders, mostly from Europe and North America, issued $41 billion of SRTs...

EVE (NYSE:EVEX) executives on the company’s first-quarter 2026 earnings call highlighted progress in flight testing for its full-scale engineering prototype, ongoing certification work with regulators, and a strengthened liquidity position that management said should fund operations through 2028. E

Providence First Trust Co Has $1.26 Million Stock Position in Tesla, Inc. $TSLA MarketBeat

Madrigal Pharmaceuticals, Inc. press release ( MDGL ): Q1 GAAP EPS of -$3.25 beats by $0.79 . Revenue of $311.3M (+126.7% Y/Y) beats by $10.38M . As of March 31, 2026, more than 42,250 patients on Rezdiffra, up 2.5x from 1Q25, reflecting continued strong physician adoption and high patient demand More on Madrigal Pharmaceuticals, Inc. Madrigal Pharmaceuticals: Boom Or Bust In MASH? Regretfully, I'm Bearish Madrigal: The Easiest Money May Have Been Made Madrigal Pharmaceuticals, Inc. 2025 Q4 - Results - Earnings Call Presentation Madrigal Pharmaceuticals Q1 2026 Earnings Preview Most shorted large cap stocks as of mid-April

2,253 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by Providence First Trust Co MarketBeat

Tesla, Inc. $TSLA is Mitsubishi UFJ Asset Management Co. Ltd.'s 9th Largest Position MarketBeat

Sprucegrove Investment Management Ltd. Sells 62,171 Shares of Qualcomm Incorporated $QCOM MarketBeat

SBI Securities Co. Ltd. Sells 4,865 Shares of Oracle Corporation $ORCL MarketBeat

Sumitomo Mitsui DS Asset Management Company Ltd Has $29.45 Million Stock Holdings in Intel Corporation $INTC MarketBeat

krblokhin/iStock Editorial via Getty Images Amid consistent inflation pressures and continued macro concerns, the underlying consumer spending environment remains weaker than the leaping S&P 500 might suggest. Though AI-related names have captured the majority of the stock market's gains this year, the rally has not at all been broadly distributed: retail names still remain in very weak territory. Investors who are driven toward value can find plenty of compelling bargains in this space, though certainly risks are also elevated as well. Sprouts Farmers Market ( SFM ) continues to be a stock that holds my attention. Shares are down ~50% over the past year, rapidly converting the stock from a previously popular growth story into a bargain stock. Recently, Sprouts has rallied after a much better-than-feared Q1 print, which may be the beginning of a more robust rebound in this name. Data by YCharts I last wrote a buy article on Sprouts in February, when the stock was trading in the low $70s. It's important to note here that I'm hardly a perma-bull on this stock: I was cautious and bearish on the stock throughout most of 2025, up until the stock's precipitous fall from peaks. Now, I view the company's bad news to be mostly priced in. Yes, comps are in negative territory in the first half of this year, but the company has meaningful catalysts to drive expansion, on top of consistent store growth. I'm reiterating my buy rating here. To me, there's no doubt now that value remains the defining reason to buy Sprouts, so let's begin the discussion with an update on where its latest multiples sit. At current share prices just shy of $80, Sprouts trades at a market cap of $7.49 billion. Netting off the $252.2 million of cash and $97.0 million of debt on Sprouts' most recent balance sheet gives us an enterprise value of $7.33 billion. For the remainder of FY26, Sprouts has largely maintained its overall guidance, which calls for 5.5% midpoint total revenue growth on ~flat comps (...

司南导航公告，公司董事、副总裁兼董事会秘书翟传润已完成减持计划，2026年2月6日至2026年5月5日通过集中竞价减持14.73万股，占公司总股本0.18%，成交价40.18～49元/股，减持金额624.17万元；减持后持股44.2万股，占0.55%，此前持股58.93万股，占0.73%。

永杰新材公告，公司于2026年5月6日收到上海证券交易所上市公司管理一部《关于对永杰新材料股份有限公司重大资产重组草案的问询函》。问询函针对公司拟现金购买奥科宁克中国持有的秦皇岛标的100%股权和昆山标的95%股权的交易目的、交易方案、标的资产的财务状况、估值及业务、偿债压力等方面提出多项问题，要求公司作出说明和补充披露。公司将按照要求组织相关各方进行回复并履行信息披露义务。

Royalty Pharma press release ( RPRX ): Q1 Revenue of $631M (+11.1% Y/Y) misses by $243.12M . Portfolio Receipts growth of 10% to $925 million; Royalty Receipts growth of 13% Net cash provided by operating activities of $718 million Raising financial guidance for full year 2026 (excludes contribution from future transactions) Royalty Pharma now expects 2026 Portfolio Receipts to be between $3,325 million and $3,450 million (previously $3,275 million to $3,425 million), representing expected Royalty Receipts growth of 4% to 8%.

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)