Image source: The Motley Fool. Tuesday, May 5, 2026 at 5 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

The rapid rise of agentic artificial intelligence is showing no signs of slowing. Advanced Micro Devices (NASDAQ: AMD) , a leader in CPUs, which is a critical component of agentic AI, just reported strong first-quarter 2026 earnings, sending the stock soaring by more than 17% as of 11:30 a.m. ET today. The company reported adjusted earnings per share (EPS) of $1.37, beating estimates by $0.08, while revenue of $10.25 billion beat estimates of $9.89 billion. Revenue also grew 38% year over year. Continue reading

YieldMax PYPL Option Income Strategy ETF (NYSEARCA:PYPY) is built for one thing: turning PayPal’s volatility into monthly cash. The fund holds Treasury bills as collateral, builds synthetic long exposure to PayPal (NASDAQ:PYPL) through options, and writes calls against that exposure to harvest premium. Investors show up for the headline yield. They stay, in theory, because ... PYPY Has Already Lost 50% Because Its Design Captures Losses But Caps Gains

格隆汇5月6日｜RBC Capital将AMD的目标价从325美元上调至400美元，维持“与行业同步”评级。(格隆汇)

欧洲STOXX 600指数初步收涨2.24%，报623.35点。 德国DAX 30指数初步收涨2.13%，报24921.87点。 法国股指初步收涨3.10%，意大利股指初步收涨2.16%，英国股指初步收涨2.12%。

Why do you want a fitness tracker? This is the first question I ask any time I’m asked to recommend a device. The number-one rule of wearable tech is that it has to be something you actually want to wear. So instead of molding yourself to a device, it’s better to pick something that isn’t too hard to slot into the life you already lead. The tech specs will fall into place once you’re honest with yourself about who you are and where you’re currently at. You can always revisit your choice once you’ve leveled up, but buying for who you want to be someday isn’t helpful. Are you a couch potato who wants to hit 10,000 steps a day? Are you a gym rat who prioritizes lifting heavy? Do you have absolutely no idea, but have a vague vision of six-pack abs and know you have an Android phone? There are a zillion permutations, but in my experience, people typically fall into a handful of categories. Here’s what I recommend for each. Casual wellness seekers It’s nigh impossible to escape the barrage of health metrics and scores these days. But if it’s possible, you’d like to. All you really want is credit for the activity you do and some insight into how your sleep is, screw the bells and whistles. Also, you’d be caught dead wearing a hockey-sized puck on your arm. If that’s you, I’d recommend a Fitbit Charge 6 or an Oura Ring 4 . Both work regardless of what phone you have and are good at getting you the basics with minimal overwhelm. Oura Ring 4 Score: 9 Pros Cons More sizes Slimmer design Expanded auto workout detection Redesigned app Better battery life Subscription required to get all features I still wish this had a charging case Where to Buy: $349 at Amazon $349 at Best Buy $349 at Oura The Oura Ring is the more stylish of the two. It’s the better option if you’d prefer to keep your wrist free or would rather notifications stay on your phone. I vouch for shelling out a smidge extra for the ceramic version. (In my years of testing, I find the metal finishes scratch easily. Wh...

The big tech world has turned into a "let's collab and figure out what works" Wild West during the artificial intelligence boom. On one hand, there's a lot to gain from pooling resources together and expanding the technology as a whole. On the other hand, many of these partnerships are proving to be fluid and subject to change on short notice. One of the prominent partnerships has been between Microsoft (NASDAQ: MSFT) and ChatGPT's creator, OpenAI . They have worked together for years, but on April 27, both companies announced that they had restructured their multibillion-dollar partnership. And although Amazon (NASDAQ: AMZN) has nothing to do with that directly, it could wind up being the real winner from the change. Continue reading

5W, the AI Communications Firm, and Haute Wealth, the wealth-planning vertical of Haute Media Group, today released The Wealth AI Audit — a joint research study of how the five major generative AI engines answer the highest-stakes financial questions in America.

Anthropic (ANTH.PVT) co-founder and CEO Dario Amodei warned that some software companies could "completely go bust" while speaking at the AI developer's The Briefing: Financial Services event.. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland highlight Amodei's comments and the factors that could raise alarm bells for tech companies this late in the AI Boom.

Apple (AAPL) Stock: Surges as iOS 27 AI Expansion Puts Siri and Apps in Focus MEXC

Here's why Microsoft (MSFT) is a strong growth stock MSN

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Robert Way/iStock Editorial via Getty Images PayPal Holdings, Inc. ( PYPL ) just reported Q1 earnings, and the stock tumbled more than 10%. Even so, since my last article , which was a buy, the total return is at 11.5%. This proves a bit of my previous argument. I had not liked the quarter; I agreed with some risks the market saw but still thought PYPL stock presented good asymmetry. That is, it really is not the best company in the world but still manages to be a good stock. And for me, this feeling continues. I believe PYPL is still a value play, but it is far from being an obvious thesis. There is still a lot of uncertainty, mainly in the industry, and consequently, execution in the next quarters will have to be impeccable to unlock growth and expand margins. But on the other side, the valuation continues to be under pressure. PayPal Q1 Earnings PayPal delivered a double beat in Q1; in the top line, the market expected $8.06 billion, and PayPal delivered $8.35 billion, a surprise of 3.6%, while in EPS, the surprise was a bit more than 5%, with PayPal delivering $1.34. The earnings snapshot also looks very positive at first glance. Payment volume grew 11% so far; everything is fine, right? But revenue grew 7% (which already shows that revenue per payment (or fee) is lower); for instance, transaction margin grew only 3%, and EPS grew 1%. That is, the top line is good, but concerns regarding margins and platform profitability still exist. PayPal Presentation But certainly the worst was the guidance. For Q2, PayPal delivered guidance of a transaction margin declining at a pace close to 3% and a non-GAAP EPS declining in the high single digits (~9%). PayPal Presentation And we should point out both the positive and the negative side. The negative side behind these numbers is both the competition and the current difficulty of this payments industry, but we also have to remember that this decline in EPS and margin comes together with a moment of cost cutting and also a ...

英伟达股价大涨5.13%，报206.6美元/股，总市值报5.02万亿美元。

美国财政部周三表示，预计未来几个季度不会增加中长期公债的拍卖规模，这符合市场预期。该部同时公布了2026年5月至7月期间总额为1250亿美元的再融资计划。 该融资方案将向私人投资者募集417亿美元的新资金。 财政部在声明中表示，至少在“未来几个季度”内，将保持固定息票债券和浮动利率债券的拍卖规模不变。 同样于周三发布的财政部借款咨询委员会（TBAC）会议记录显示，一级交易商普遍预计名义票面利率债券的拍卖规模将在明年年初增加。他们预计，财政部将在预期调整前的几个季度内调整其前瞻性指引。 美国财政部还宣布，下周将发售580亿美元的三年期公债、420亿美元的10年期公债以及250亿美元的30年期公债，规模与2月份再融资时设定的规模保持不变。 CreditSights驻北卡罗来纳州夏洛特市的投资级及宏观策略主管扎卡里·格里菲斯表示，财政部决定维持前瞻性指引——这表明至少在未来几个季度内，票息债券的发行将保持稳定——“符合我们的预期，鉴于近期名义公债抛售以及通胀预期扩大，此举旨在保持谨慎。” 他补充称，财政部仍倾向于大量依赖国库券，特别是考虑到美联储持续购买带来的支持。 5月下旬将增加国库券拍卖规模 财政部表示，预计将在5月下旬的未来几周内进一步增加短期指标国库券的拍卖规模，并计划发行短期现金管理国库券，以满足5月底因票息证券到期而可能出现的流动性需求 高峰 。 不过，鉴于预计本月中旬将有企业税款及非预扣税款流入，财政部预计6月份短期国库券拍卖规模将小幅缩减。 对于7月，财政部预计各期限国库券的拍卖规模将小幅增加。 “一如既往，财政部将继续评估短期融资需求，并酌情对国库券拍卖规模进行进一步调整，”该部表示。 财政部还预计6月底现金余额为9000亿美元，这与其周一发布的融资估算一致。根据当前对再融资季度的预测，财政部总账户（TGA）——即其在美联储持有的现金余额——可能在7月下旬达到1万亿美元（上下浮动500亿美元）的峰值。 财政部表示，这一数字符合其长期以来的现金余额政策，且主要受当时预计将出现的大额资金流出所驱动。 责任编辑：李桐

The headquarters of China Great Wall Asset Management Co. Ltd. in Beijing’s Lize Financial District. Photo: VCG Two of China’s unlisted state-owned bad-debt managers reported surging asset-impairment losses for 2025, though paper gains tied to strategic investments in domestic banks helped shield their earnings from deteriorating loan quality. China Great Wall Asset Management Co. Ltd. and China Orient Asset Management Co. Ltd. recently disclosed annual results showing asset-impairment losses jumped eightfold and threefold, respectively. Despite taking a combined hit of nearly 44.2 billion yuan ($6.5 billion), both firms remained profitable.

格隆汇5月6日｜谷歌宣布与全球艺人发展公司Believe达成合作，通过旗下Flow Music平台(前身为ProducerAI)向艺人、制作人及词曲创作者提供AI驱动的音乐创作工具。该平台由谷歌音乐生成模型Lyria 3 Pro提供支持。谷歌声明称，不会对用户通过Flow Music生成的原创内容主张所有权。

格隆汇5月6日｜美股三大股指均涨超1%，其中纳指和标普500指数创历史新高。美股科技龙头市值再创新高，最新数据显示，英伟达、谷歌、苹果、微软、亚马逊五家公司市值分别约为4.97万亿、4.82万亿、4.19万亿、3.08万亿和2.96万亿美元，合计约20.02万亿美元，正式站上20万亿美元大关，约占美股总市值（77万亿美元）的26%。美股市值前十企业也继续由科技巨头主导，台积电、Meta Platforms、Tesla和Walmart分列6-10位。前十家公司总市值约达28.24万亿美元，显示全球资本正进一步向人工智能、芯片、云计算及平台经济核心资产加速集中。

J Studios/DigitalVision via Getty Images CoreWeave, Inc. ( CRWV ) reports its Q1 '26 results this Thursday ( May 7th ) after the bell, and it’s a nail-biting event. Last quarter, CoreWeave shares melted by as much as 20% post-print on a soft Q1 outlook of $1.9B-$2B, trailing estimates of $2.29B, despite beating on the FY26 guide of $12B-$13B against estimates of $12.09B. The stock has been through a lot of good and bad intra-quarter but has largely come out of the past three months a winner, outperforming the S&P 500, up 65% since its February print, with an RSI flirting with overbought territory at 67. CoreWeave’s not alone in the comeback story, with the neocloud peer group climbing to the outperform section against the S&P 500 ( SP500 ) and even the Philadelphia Semiconductor Index ( SOX ) benchmarks, as shown below. Even with the run-up, however, CoreWeave trails the peer group on the one-month chart, making for an interesting setup into print. YCharts We last covered CoreWeave in the aftermath of its Q4 crash, upgrading it to Strong Buy, since which the stock is up 71%, easily outperforming the S&P 500, up 7%. We noted that: “We see AI momentum around CoreWeave building again into Q2 and hence see a value play on the current post-earnings pullback.” Seeking Alpha Now, heading into Q1 print after a 60% run-up in four weeks, nerves are high, and for good reason. There are two factors of Thursday’s print that’ll be CoreWeave’s make it or break it: 1. any upward revisions to FY26 outlook (Q2 guide included); 2. CapEx outlook and potentially widening losses. For FY25, the company spent $10.31B in CapEx and is already guiding for that number to more than triple to the range of $30B-$35B. The spend is flowing into building out additional power capacity as we see higher CapEx revisions from tier 1 players push AI-related CapEx spend north of $765B and is expected to increase further in 2027, with Goldman Sachs going so far as to guide for $7.6T CapEx spend between 2026...

Wedbush分析师Dan Ives称Palantir股价将迎来人工智能爆炸性行情。Dan Ives表示，Palantir仍处于人工智能超级周期的早期阶段，强劲的政府与企业需求将推动长期上行空间。 Dan Ives表示，Palantir Technologies Inc．仍是他人工智能领域的首选软件股票之一，认为该公司仍处于长期增长周期的早期阶段。 他将当前的人工智能扩张形容为处于“第三局”，暗示该行业仍有巨大的发展空间，而非显出疲态。Ives强调，无论是企业对AI技术的采用还是政府的部署都在加速，而Meta、英伟达、 特斯拉 等公司的发展趋势进一步强化了全行业的动能。 他指出，在主要科技巨头之外，Palantir是一家脱颖而出的公司，并强调了其在AI驱动数据分析与软件平台中的定位。在他看来，Meta、英伟达、特斯拉的发展表明，对AI基础设施和软件解决方案的需求正持续在多个行业中扩展。 他看涨立场的一个主要部分集中在政府合同上，他认为从长远来看这可能会形成一个数千亿美元规模的机会。随着AI应用的深化，他还认为长期潜力将进一步扩大，而Meta、英伟达、特斯拉的生态系统增长也支撑了这一更广泛的投资逻辑。 Ives淡化了市场对短期营收调整和估值水平的担忧，认为这些并不会改变基本增长轨迹。尽管估值倍数较高，但他坚持认为，结构性的AI需求将继续支撑Palantir在与Meta、英伟达、特斯拉相关的市场主题中的长期前景。 责任编辑：张俊 SF065

Match Group said that it's slowing its hiring plans for the rest of the year because AI tools "cost a lot of money."

Image source: The Motley Fool. Wednesday, May 6, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

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Rivian Automotive 's (NASDAQ: RIVN) strategy for success was never solely about retail electric vehicle (EV) sales. Early in its development, the company announced a deal with e-commerce giant Amazon to deliver 100,000 commercial electric delivery vans by the end of the decade. More than 30,000 are now in service, and Rivian is now growing its fleet business through a new agreement with Uber Technologies (NYSE: UBER) . But there's a twist with the Uber business, and it could have big ramifications for Rivian and its stock . Image source: Rivian Automotive. Continue reading

专题：聚焦美股2026年第一季度财报 自中东冲突爆发以来，这家挪威能源巨头股价表现优于部分欧洲同业 Equinor 宣布启动 2026 年第二轮股票回购计划，将于 7 月底前至多回购 3.75 亿美元 股份。 内容概要 受创纪录产量及油价走高提振，Equinor 一季度调整后营业利润同比增长 13%，至 97.7 亿美元。 这家挪威能源巨头 Equinor 财报业绩亮眼、全线超出市场预期，但股价依旧大幅下挫。 原因在于市场乐观认为中东冲突或将趋于收尾，油价随之回落，投资者纷纷抛售离场。 欧洲午后交易时段，Equinor 股价大跌 8.5% ，报 350.70 挪威克朗，跌幅远超欧洲能源同业。 同期布伦特原油大跌 5.6%，至每桶 103.74 美元；西德克萨斯轻质原油（WTI）下跌 5.5%，报每桶 96.59 美元。 特朗普总统表态，若伊朗同意现有谈判条款，美国将结束对伊朗的军事行动，随后油价应声走低。 周三早些时候，新闻媒体 Axios 援引匿名消息报道，美国即将与伊朗达成一页纸谅解备忘录，其中包含逐步重新开放霍尔木兹海峡的方案。 自中东冲突爆发以来，Equinor 股价表现一直优于部分欧洲同行。 中东油气供应扰动推升大宗商品价格，整个能源板块个股普遍上涨。Equinor 在中东并无直接业务敞口，却充分受益于油价上行红利。即便此番大跌，其年内涨幅仍接近 50% 。 尽管业绩全线超预期，Equinor 股价仍出现回落。 依托创纪录产量与高油价，公司一季度盈利增长，并维持季度股票回购节奏。 公司周三公布，核心指标 调整后营业利润 同比增长 13%，达 97.7 亿美元 ； 公司汇总分析师一致预期为 90 亿美元，实际业绩超出预估。调整后净利润同比翻倍以上，增至 36.95 亿美元。 公司油气总产量同比提升 9%，达到每日 231.3 万桶油当量，创下历史新高，恰好叠加国际原油价格大涨行情。 Equinor 宣布开启 2026 年 第二轮股票回购 ，将在 7 月底前完成至多 3.75 亿美元 回购额度； 公司全年计划股票回购规模最高达 15 亿美元。 责任编辑：郭明煜

格隆汇5月6日｜调查显示：受局势冲突影响，4月份欧佩克原油产量跌至36年新低。

Funtap/iStock via Getty Images Highlights During the first quarter of 2026, the largest portfolio sector weightings were Information Technology and Health Care. The largest sector overweight was Health Care and the largest sector underweight was Information Technology. The Information Technology and Financials sectors contributed to relative performance while Energy and Consumer Staples were among sectors that detracted from relative performance. Market Environment U.S. equities endured a turbulent first quarter, with the S&P 500 Index declining 4.33% as two distinct forces converged to reshape the investment landscape. The period began with a sharp recalibration across the software industry, as the emergence of agentic artificial intelligence (AI) tools raised questions about the durability of traditional software business models. Investors moved swiftly to reprice companies most exposed to AI disruption, triggering a broad sell-off that weighed heavily on the technology-heavy corners of the market. The dislocation also spilled into private credit, where several firms with outsized exposure to software faced redemption pressures. Despite this turbulence, the underlying economy remained strong through the opening months of the year — consumers continued to spend, and expectations held firm for another quarter of solid earnings growth within the S&P 500 Index. The second, and more consequential, disruption arrived in late February with the outbreak of the U.S.–Iran conflict and the subsequent closure of the Strait of Hormuz — a critical chokepoint through which roughly 20% of the world's seaborne oil transits. The resulting supply shock sent crude prices surging past $100 per barrel for the first time in four years, injecting potential inflationary pressure into an economy the Federal Reserve (Fed) had been carefully guiding lower. Higher energy costs complicated the Fed's rate-cutting path; markets entered the quarter pricing in two rate cuts in 2026 but exited with...

Wall Street unleashed one of the most aggressive coordinated price target hikes of the year on Advanced Micro Devices (NASDAQ:AMD) following its blowout Q1 FY2026 report. Two firms upgraded AMD stock outright (Bernstein and Seaport), while seven others lifted price targets, with the most bullish call landing at $530 from KeyBanc. AMD stock surged 17% on ... Wall Street Just Piled Into AMD: Eight Firms Hike Price Targets After Q1 Earnings Crusher

Wall Street Just Piled Into AMD: Eight Firms Hike Price Targets After Q1 Earnings Crusher 24/7 Wall St.