格隆汇5月6日｜礼来(LLY.US)已启动投资级债券发行，以为其近期一系列收购交易筹集资金。据知情人士透露，礼来计划发行最多八个期限的债券，期限从2年到40年不等。其中期限最长、于2066年到期的债券初步价格指导为较美债收益率高约113个基点。礼来近期正展开大规模收购行动。过去两个月内，公司分别达成了对睡眠药物开发商Centessa Pharmaceuticals Plc最高78亿美元，以及癌症药物开发商Kelonia Therapeutics最高70亿美元的收购交易。这两笔交易均为礼来历史上最昂贵的收购之一。首席执行官Dave Ricks表示，投资者应预期未来还会有更多交易。此次发债也正值礼来公布强劲第一季度业绩之后，公司上调了全年销售和利润预期。

TACO、HALO与REAL共同刻画了当前市场叙事的三个维度。 2026年，全球金融市场呈现出显著的结构性分化特征，资产价格的演绎路径逐步偏离以往的共识主线，转而进入以主题驱动与结构分层为主要特征的模式。其中，TACO（特朗普“认怂经济学”下的短线交易策略）、HALO（AI时代的“重资产避风港”框架）和REAL（针对亚太市场的结构性防御框架）三类投资框架成为讨论热点，也是当前阶段市场理解不确定性与进行资产定价的重要参考。 TACO、HALO与REAL并非孤立存在，而是共同刻画了当前市场叙事的三个维度。一是估值叙事。政策反复抬升风险溢价，对高度依赖未来盈利预期的科技资产估值形成约束。二是稀缺性叙事。人工智能浪潮下资产稀缺性的定义正在发生转移，市场开始重新审视资产的物理属性与替代难度。三是安全性叙事。在地缘政治格局重塑与政策博弈强化的背景下，具备稳定本地网络及监管制度的资产，在尾部风险上升的环境中获得相对定价优势。 进一步而言，市场“时移”之表象，实乃宏观“势易”之映射。一方面，人工智能创造性破坏效应逐步显现，深刻影响既有商业模式与竞争格局。另一方面，通胀中枢上移与高利率环境持续限制企业估值空间，使资产回报对稳定现金流的依赖度提高。与此同时，地缘政治冲突与供应链重构推动全球经济由效率导向转为安全导向，空间与制度约束在资产定价体系中的重要性进一步提升。 时移势易，顺势而为，未来的资产配置或需在“稳”与“进”之间取得动态平衡，以高质量现金流资产构筑核心收益，以具备盈利兑现能力的科技细分赛道捕捉结构性机会，并通过能源以及实物资产强化对通胀与地缘风险的对冲能力，从而在波动中维持组合韧性，在分化中提升配置效率。 从共识主线到结构定价 2026年，全球金融市场呈现出显著的结构性分化特征，资产价格的演绎路径逐步偏离以往的共识主线，转而进入以主题驱动与结构分层为主要特征的模式。从市场表现来看，一方面，资产分化程度显著加剧。宽基指数整体表现平淡，而部分细分领域与主题资产表现则颇为亮眼，市场由指数行情转向结构行情。以人工智能为代表的科技板块为例，资金更倾向于具备明确供需逻辑与盈利兑现能力的细分赛道，存储、光电元件等领域表现相对突出（图1）。 另一方面，市场定价逻辑加速切换。投资者不再简单依赖技术叙事或未来成长进行估值扩张，而是更加关注商业模式的稳健性、盈利兑现的确定性以及潜在的替代风险。在...

格隆汇5月6日｜原油跌逾3%，棕榈油跌2%，乙二醇、纯苯、燃油、低硫燃油、塑料、PTA、沥青、甲醇、聚丙烯、对二甲苯跌逾1%；沪锡、沪银涨逾2%，烧碱、国际铜涨逾1%。

(RTTNews) - United Fire Group Inc (UFCS) will host a conference call at 10:00 AM ET on May 6, 2026, to discuss Q1 26 earnings results.

Wulff Hansen & CO. Trims Position in Intel Corporation $INTC MarketBeat

Nvidia (NVDA) Looks Beyond Chips as Corning (GLW) Deal Targets AI’s Next Big Bottleneck TipRanks

The US Treasury anticipates keeping nominal note and bond sale sizes unchanged “for at least the next several quarters,” the department said in a quarterly statement on debt policy Wednesday. Michael McKee reports on Bloomberg Television. (Source: Bloomberg)

报道：美伊接近达成停战备忘录，核谈判关键条款出现松动。 美国4月ADP就业人数增长10.9万人，创15个月以来新高，制造业就业低迷。 英伟达康宁签长期协议：康宁在美光学连接产能将提升10倍，英伟达获至多1500万股认购权。 SpaceX首座超级芯片工厂计划曝光：初期投资550亿美元，总额达1190亿美元。 英飞凌AI订单爆发，三季度营收指引41亿欧元超预期，全年展望从”温和增长”直接跳升至”显著增长”。 诺和诺德Q1净销售额下降4%，但Wegovy口服药销量大超预期，小幅上调全年指引。 迪士尼Q1营收、净利双双超预期，流媒体首获双位数利润率，新CEO称“重要变革”正在进行。 百济神州Q1营收同比增长31%，净利润16.08亿元实现扭亏。 日股休市，沪指收涨1.17%，恒生指数收涨1.22%。

Welcome to Next Africa, a daily newsletter on where the continent stands now — and where it’s headed. Sign up here to have it delivered to your email. In today’s edition, we look at why the continent’s main ports aren’t benefiting from rerouted shipping lines. And: Ugandan lawmakers clamp down on the opposition South Africa’s biggest city is in a financial crisis Egypt gets a new multi-billion-dollar monorail Passing By Africa is back on the map of global shipping — just not in the way it might have hoped. When the Strait of Hormuz shut in late February as the US-Israel war with Iran escalated, it triggered another dramatic rerouting of trade — echoing the disruption when Houthi attacks in the Red Sea’s Bab al-Mandeb Strait forced ships off the route in late 2023. This time, the shift was even more pronounced. Vessels carrying everything from oil and gas to fertilizers and containerized goods began sailing thousands of miles around the Cape of Good Hope, pushing traffic along the southern tip of Africa up by as much as 90%. Many would have expected at least some to stop off for refueling or crew changes, offering a windfall for the biggest ports. Instead, most are those destinations are watching the ships sail by . The reason is simple: capacity and incentives. Major hubs like Durban and Cape Town are struggling with congestion and operational bottlenecks . With longer routes already stretching schedules and raising costs, liners have little reason to linger. On the east coast, it’s even starker. Ports that rely on Suez traffic — such as Djibouti and Port Sudan — are losing out altogether, outcompeted by more efficient harbors in the Gulf and South Asia. The vessels that do stop are choosing smaller, more nimble operations. In Mauritius, bunker calls jumped 42% in March, with volumes rising even faster. Namibia’s Walvis Bay and Lüderitz are also scoring, along with offshore fueling hubs dotted across West Africa. It’s a reminder of where the continent sits in the gl...

Want real human feedback related to your search results? Google’s AI now fetches it for you. | Image by Google / The Verge Google is updating its AI Search features to make it easier for users to find information from sources they know and trust. One of the more notable changes introduces "a preview of perspectives" from firsthand sources like social media, Reddit, and other web forums, effectively linking your search queries with online conversations around similar topics. Google says this update aims to address that "people are increasingly seeking out advice from others" when searching for information online. This will be relatable for anyone who's added "Reddit" to the end of Google Search terms to find experiences from real humans instead of SEO-optimized … Read the full story at The Verge.

Hi, it’s Fareed Sahloul in London, with a closer look at European dealmakers’ busy 2026. Also today, Saudi Arabia is deepening investment ties with the world’s second-largest economy. Today’s top stories Blue Owl’s Stack considers $30 billion Asia sale. Bayer buys US drugmaker Perfuse for up to $2.45 billion. Saudi PIF opens Shanghai office to facilitate China dealmaking. Atlas Arteria rejects IFM’s $5.3 billion bid as too low. European march A confession to start—and hopefully my bosses aren’t reading this: it’s been a little hard to concentrate on mergers and acquisitions today. I’m still on a high from watching my football club Arsenal reach their first Champions League final in 20 years last night . It means the team will have a chance to win European football’s biggest prize in Budapest on May 30; it would be a historic achievement for the club founded around 140 years ago by munitions factory workers. But amid the lingering euphoria, and trying to figure out the cheapest way to travel to the Hungarian capital at the end of the month, the M&A headlines have kept rolling in as Europe’s dealmakers plot their own path to the history books. Fittingly, you also have go go back around two decades for the last time deal volumes in the region were running this hot. Let’s take a look at those numbers: the value of M&A involving European companies has risen 39% to more than $455 billion this year, data compiled by Bloomberg show. That really stands out when compared to other major regions. In the Americas, things are running at a far more modest (but still respectable when considering historical averages) 9% higher, and it’s a similar story in Asia Pacific. Europe is benefiting from strong deal-flow across a range of sectors, as evidenced by some of the transactions announced in recent days. On Wednesday, Germany’s Bayer agreed to acquire US eye-medicines maker Perfuse Therapeutics for as much as $2.45 billion, as it looks to strengthen its pipeline amid greater competit...

Gwengoat/iStock via Getty Images Executive Summary I'm sitting here at my desk doing my normal daily market research. A Bloomberg alert pops up. Gold rises over 3% first. Silver goes up 5%. At the same time, I am looking at the other screens and seeing oil down by approximately 6%. I also see that European stock futures have gone up sharply. On average they went up around 2%. Agar Capital, Bloomberg The obvious question now is: what's happening? I start searching for some information in order to understand. While doing so I run into the most important piece of information: based on reports from two U.S. officials and other people familiar with the matter, there appears to be credible evidence to believe that the White House is getting ready to agree to a one-page memorandum of understanding (MOU) with Iran. The document would aim to end the war and create the foundation for further talks to establish long-term agreements on their nuclear program. The U.S. wants Tehran to respond to several critical issues within the next 48 hours within the next 48 hours. Axios reported this could represent the closest the parties have been to establishing an agreement since the fighting began. As many people who follow this situation know, the first big hurdle was met when on Tuesday President Trump halted his planned new U.S. military operation in the Strait of Hormuz to allow for negotiations with Iran . Immediately after this announcement, oil prices declined and both U.S. and European futures increased sharply. Investors seem to be buying risk assets because they believe that the probability of immediate escalation has decreased and therefore the Strait of Hormuz may open again soon. But the real question is different. Is the war really over? Can we trust this rally? Or is the market running too far ahead of politics? The Diplomatic Breakthrough A memorandum outlining the agreement would be a major step forward in eliminating all restrictions on shipping via the Strait of Hormu...

The key lesson from Carolyn Bessette Kennedy’s style is to keep the messaging simple Carolyn Bessette Kennedy has been an insider style icon for ever, but this year she has flipped from under-the-radar reference to global phenomenon. Ryan Murphy’s Love Story , a glossy dramatisation of her doomed romance with JFK Jr, gave us nine delicious hours of lingering closeups of her white tank tops and jeans, her simple black dresses, perfect black oval sunglasses and tortoiseshell headbands. If you didn’t know you wanted to dress like CBK before you started watching, you did by the end. Carole Radziwill, who was friends with Carolyn, has pointed out that copying CBK’s style is pretty much the least CBK thing you could do. Her friend, she told the Deuxmoi podcast, “pulled her hair back in a headband because she didn’t want to wash it every day. She did what felt natural to her and she dressed in things that made her feel comfortable and most like herself. Mostly jeans and button-downs and T-shirts. The takeaway is not to mimic her style, but to do and wear what feels most authentic to you. Be yourself. She was very much herself.” Continue reading...

格隆汇5月6日｜据财联社，政策暖风频吹背景下，2026年“五一”长假(5月1日—5月5日)全国楼市热度，呈现大幅攀升态势。从新房市场来看，中指院数据显示，五一假期期间，深圳、武汉、广州等节前出台新政的城市表现尤为突出。其中，深圳新房销售面积同比增长59%，武汉则同比大增122%。上海五一期间网签成交量同比增长45%，北京、杭州、西安等城市也延续了前期温和复苏的走势。 二手房市场的回暖势头更为明显。五一期间，11个重点城市二手住宅网签合计成交约2300套，较2025年同期增长26.7%，相比2024年五一假期增长近七成。其中，北京、上海、深圳二手住宅网签成交量同比分别增长76%、16%、81%。多位受访人士认为，4月28日中央政治局会议明确“努力稳定房地产市场”后，多地密集落地限购松绑、公积金提额、税费优惠等政策组合拳，对市场热度回升起到重要作用。

Tin Can Untechnologies Inc., the startup behind the $100 landline for kids, is launching a bulk order program to make it easier for schools, sports teams and neighborhoods to get access to the viral product . The program, called Communities , will allow parents and other organizers to place large orders for the landline-inspired, Wi-Fi-enabled device. Discounts, which can be applied for minimum orders of 50 phones, will start at $25 off per phone. Phones can ship directly to the group, such as a school or team, or to each individual family. Read More: The Hottest Phone for Kids Right Now Is a $100 Landline Since the retro-styled device debuted last year, Tin Can has sold hundreds of thousands of units, mostly due to word-of-mouth recommendations, according to the Seattle-based company. It said schools, looking for ways to curb social media addiction, are among the fastest-growing market segments, leading to “overwhelming demand.” “Communities won’t be able to jump the line, but we are in a pretty good spot from an inventory perspective and hopefully soon kids won’t wait long to get their Tin Cans,” Chief Executive Officer Chet Kittleson said in an interview. The company raised a $12 million seed round in December led by Greylock Partners. Kittleson said the funds are being used to build inventory. It also said it is working on a feature that will aid in the discoverability of people you may already know on the network. Orders through the new program can be placed as a single bulk invoice or with a custom discount code each family can use. The device plugs into a wall outlet and includes a speakerphone, speed dial buttons and an answering machine feature. The phone, which comes in assorted bright colors, lets people make free calls between Tin Cans and to emergency services. Users can also pay $10 a month for the ability to ring and receive calls from parent-approved external numbers. The device is available in the US and Canada. The Tin Can is attracting interest at...

行政長官李家超在禮賓府，與烏茲別克總理阿里波夫會面。李家超指香港會與烏茲別克攜手發掘更多商機，互惠共贏。烏茲別克是個怎樣的國家，與本港有否共通之處? ▍ 人口 烏茲別克截至2025年10月，全國人口約3,807萬，共有130多個民族，其中烏茲別克族佔80%，俄羅斯族佔5.5%，塔吉克族佔4%。首都為塔什干，官方語言為烏茲別克語，俄語為通用語言。多數居民信奉伊斯蘭教（遜尼派），其餘多信奉東正教。 ▍ 自然地理 烏茲別克位於中亞腹地，是一個「雙內陸國」，自身無出海口，且五個鄰國也均為內陸國。其南靠阿富汗，北部和東北與哈薩克接壤，東面及東南面連接吉爾吉斯和塔吉克，西面與土庫曼毗鄰。 ▍ 簡史 9至11世紀，烏茲別克民族形成。13世紀被蒙古人征服。19世紀60至70年代，部分領土併入俄羅斯。1917至1918年建立蘇維埃政權，1924年10月成立烏茲別克蘇維埃社會主義共和國並加入蘇聯。1991年8月31日宣布獨立，定9月1日為獨立日。 ▍ 經濟 國民經濟支柱產業是「四金」：黃金、「白金」（棉花）、「烏金」（石油）、「藍金」（天然氣）。米爾濟約耶夫就任總統後，在經濟開放和自由化，吸引外資方面採取了一系列舉措，烏茲別克經濟保持向上勢頭。根據烏茲別克國家統計委員會數據，2025年上半年國內生產總值為626.6億美元，同比增長7.2%；對外貿易總額為370億美元，同比增長16.1%。烏茲別克資源豐富，黃金儲量居世界第十位，鈾儲量居世界第十三位，天然鈾年產量居世界第五位。 ▍ 軍事 1992年1月建軍。武裝力量由陸軍、空防軍、特種部隊、反恐步兵軍及技術和後勤保障部隊等構成，總統為武裝力量最高統帥。實行義務兵役制和合同制結合的混合兵役制。 ▍ 與中國的雙邊關係 中烏1992年1月2日建交，2012年建立戰略夥伴關係，2013年簽署《中烏友好合作關係條約》，2016年建立全面戰略夥伴關係。2022年宣布在雙邊層面踐行命運共同體。2024年建立新時代全天候全面戰略夥伴關係。當前，中烏關係處於歷史最好時期，高層交往頻繁。國家主席習近平於2013、2016、2022年三次對烏茲別克進行國事訪問。烏茲別克總統米爾濟約耶夫於2017、2023、2024年三次對中國進行國事訪問。 ▍ 與中國的經貿關係和人民合作 據中方統計，2025年前9個月，雙邊貿易額115.1億美元、同比增長17.4%，其中中方...

期市夜盘开盘，国内期货主力合约多数下跌。跌幅方面，原油跌超3%，合成橡胶、棕榈油跌超2%，沥青、PTA、塑料、低硫燃油、燃油等跌超1%。涨幅方面，沪锡、沪银涨超2%，烧碱、国际铜涨超1%。

AMD claims agentic AI is driving CPU focus in AI infrastructure OC3D

Klaus Vedfelt U.S. private sector employment rose by 109K, vs. +85K consensus and +62K in March, according to data released by ADP on Wednesday. Pay for job-stayers increased 4.4% during the month, vs. +4.5% in March. For job-changers, year-over-year pay gains were steady at 6.6%. The ADP National Employment Report is an independent measure of the labor market based on the anonymized weekly payroll data of over 26M private-sector employees in the U.S. " Small and large employers are hiring, but we're seeing softness in the middle," said ADP's chief economist, Nela Richardson . "Large companies have resources to deploy, and small ones are the most nimble, both important advantages in a complex labor environment," added Richardson. Goods-producing industries added 15K jobs in April, while service-providing industries grew their jobs by 94K. Education/health services added 61K jobs. By region, most of the new jobs continued to be created in the South (+34K) and West (+46K). More on Jobs & Employment April jobs report poised to undercut recovery narrative - Pantheon Macro Job openings fall less than feared in March, quits rate ticks up: JOLTS report Strong labor market to extend bull run, Carson’s Detrick says - CNBC interview

Recently, Zacks.com users have been paying close attention to Broadcom Inc. (AVGO). This makes it worthwhile to examine what the stock has in store.

Here is What to Know Beyond Why Broadcom Inc. (AVGO) is a Trending Stock Yahoo Finance

Here is What to Know Beyond Why Broadcom Inc. (AVGO) is a Trending Stock Yahoo Finance Singapore

Lucia Gajdosikova/iStock via Getty Images Introduction The market is looking at Vornado Realty Trust ( VNO ) as if its New York office portfolio has a structural problem. It also assumes VNO's currently depressed earnings are its normal state. That view gets some support from recent results . There's a significant decline in adjusted FFO - from $0.63 to $0.52 YoY. This indicates ongoing leasing friction and higher interest costs. However, Vornado is not just another generic office landlord. Vornado owns high-quality Manhattan assets, and large redevelopment projects in the PENN District, Fifth Avenue, and Park Avenue. Admittedly, the portfolio is exposed to the challenges of commercial real estate. However, it owns a level and quality of properties that still see demand and lower cap rates. High-quality offices do not close - they move. And when they do, they move to top-tier, well-located buildings - like the kind Vornado owns. Vornado's buy thesis doesn't need office demand to recover overall. It just needs earnings to move modestly upward as leasing improves. And it needs the market to start valuing VNO at stabilized NOI, not current NOI. Business Overview Vornado is mainly concentrated in New York. It operates through an Umbrella Partnership REIT (UPREIT) structure - a tax-efficient structure where the REIT sits on top of a partnership that actually owns the real estate. This structure isn't as relevant, however, as the concentration, detailed below: Author From this, we can see that Vornado is mostly a pure play on Manhattan commercial real estate, despite limited diversification elsewhere. Current New York office leases are being signed at initial rents of ~$102 per square foot, which is robust. Vornado also actively redevelops projects and recycles capital, as we note from its recent acquisitions and redevelopment projects. There are two immediate consequences of this strategy. First, near-term earnings get suppressed, with a reduction in reported NOI and EBI...

Fidelity Enhanced High Yield ETF (NYSEARCA:FDHY) pays monthly, currently distributes around $0.27 per share, and has quietly delivered a 10% total price return over the past year. For income investors weighing whether that distribution is durable, the answer depends on credit spreads, default rates, and what the Treasury curve does next. How FDHY Generates Its ... High-Yield ETF Quietly Delivered 10% Returns While Paying Monthly Dividends

Zuckerberg confirmed a 10% layoff and signaled deeper cuts ahead.

A Quick Look at Today's Ratings for Astera Labs(ALAB.US), With a Forecast Between $225 to $280 Moomoo

Good night, sweet prince. | Photo: Vjeran Pavic / The Verge It's not the Mini, it's me. Nearly five years after it launched, the 13 Mini is still the best phone ever made. That hasn't changed; it's just that I changed. And as painful as it is to admit this, after using it again for a couple of weeks, I think it's time to put my iPhone 13 Mini to rest. The Mini is an underdog. An outlier. It's a weird little phone that Apple tried to sell twice, couldn't, and promptly gave up on . If you pick it up after using any modern phone it's laughably small. A tiny baby phone in a world of Maxes and Ultras. But small phones are so nice. I can use the Mini one-handed without fumbling around trying to reach my … Read the full story at The Verge.

TraceGains, the leading provider of compliance, quality, and innovation solutions for the food and beverage (F&B) industry, today announced the appointment of Zoli Gombosi as Senior Vice President of Engineering of TraceGains, alongside the continued strengthening of its broader product ecosystem and recent acquisition of GlobalVision.