Anthropic与马斯克旗下SpaceX达成算力合作协议，在AI算力争夺日趋激烈的背景下，这一跨竞争对手的交易折射出头部AI企业在供给端所承受的巨大压力。 据双方周三联合声明， Anthropic将接入SpaceX位于孟菲斯、被称为"Colossus 1"的大型数据中心逾300兆瓦算力资源。 Anthropic表示，此次合作将"大幅"提升其计算资源规模，并使公司得以上调旗下AI产品的使用上限。 该协议的财务条款未予披露。对于正在快速扩张的Anthropic而言，这笔交易意义直接：其Claude系列AI软件近月来需求急剧攀升，大量企业客户涌入使用其编程辅助及自动化工具，算力瓶颈已成为制约产品交付的核心障碍。 两家AI竞争对手走向台前合作 此次合作的特殊之处在于， Anthropic与xAI同属AI赛道的直接竞争者。 xAI目前已并入SpaceX旗下，尽管其自身的编程类AI产品尚落后于业内头部玩家，但该公司在数据中心建设与英伟达芯片储备方面已建立起相当规模的优势。 这一优势正被SpaceX转化为商业机会。据悉，SpaceX此前已与AI编程初创公司Cursor签署类似的算力供应协议，并附带双方合作条款。 随着SpaceX筹备上市进程推进，将数据中心资产转化为外部收入来源的战略逻辑日渐清晰——xAI的算力基础设施正逐步向"平台化"方向演进。 除了SpaceX之外，Anthropic还从 Alphabet旗下 的谷歌公司采购芯片和云服务。 合作开发轨道AI算力 值得关注的是，本次协议还涵盖一项更具前瞻性的条款： Anthropic表示已"表达了与SpaceX合作开发数吉瓦轨道AI算力的意向"。 这与马斯克此前公开表态的愿景一脉相承——他曾多次提及将数据中心部署至太空并利用太阳能供电的计划。 与此同时，SpaceX近期在德克萨斯州Grimes县的一份地方备案文件中披露，其计划与特斯拉联合建设一座芯片工厂，估算总投资至少550亿美元，若后续扩建阶段全部落地，投资额或高达1190亿美元。 该项目被定性为"下一代垂直整合半导体制造与先进计算晶圆厂"。上述计划若推进，将进一步强化SpaceX在AI基础设施领域的战略纵深。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合...

The Total Eclipse of the Heart singer is being treated in Faro, Portugal, where she has a home.

AST SpaceMobile's seventh satellite launch last month didn't go according to plan. Here's how it could impact the stock.

Key PointsAST aimed to deploy 45 to 60 satellites by the end of 2026 to provide continuous coverage to select markets.

美国总统特朗普当地时间5月6日在讲话中表示，当前伊朗战争属于“小规模冲突”，并称美方“进展非常顺利”。特朗普表示，美国在伊朗的行动“进行得非常顺畅”，并称伊朗方面“希望达成协议、希望谈判”。他强调，美国不会允许伊朗拥有核武器，并将继续推动达成一项“令美国满意”的协议。在军事层面，特朗普称美方对伊朗实施的封锁“极为强力”，并表示伊朗“几乎无法进行任何进出活动”。他同时表示，美方“完全掌控局势”。特朗普还警告称，若伊朗不接受协议，最终仍将被迫同意相关条件。 (央视新闻)

Bernstein's Rasgon: AMD's CPU story is increasingly looking real and growth story is plausible MSN

Earnings Call Insights: Bioventus (BVS) Q1 2026 Management view "Bioventus is off to a strong start to the year" and management said it "successfully executed our plan, accelerated investment in our growth drivers and delivered another quarter of solid financial results" (President, CEO & Director Robert Claypoole). Claypoole reiterated the 2026 priorities as "accelerate our long-term revenue growth with increased investment," "continue to increase earnings" while investing, and "continue to strengthen our robust cash flow," adding, "As a result, we are raising our full year guidance for adjusted EPS and cash from operations" (President, CEO & Director Claypoole). On growth drivers, Claypoole said investment increased across "PNS, PRP, Ultrasonics and our International segment," and highlighted a leadership hire: "I'm excited to have Megan Rosengarten join Bioventus as our General Manager for PNS" (President, CEO & Director Claypoole). Claypoole framed profitability and reinvestment tradeoffs: "As we ramp up investment throughout the year, we may see some margin fluctuation from quarter-to-quarter," while aiming to "hold[] our adjusted EBITDA margin around 20% for 2026" (President, CEO & Director Claypoole). "Revenue of $132 million increased 7%" and "adjusted earnings were $0.15 per diluted share" (Senior VP & CFO Mark Singleton). Outlook "We now expect adjusted earnings per share to range between $0.75 to $0.79" and "cash from operations to range between $84 million and $89 million" (Senior VP & CFO Singleton). "We are pleased to reaffirm our 2026 revenue guidance... of $600 million to $610 million" (Senior VP & CFO Singleton). Management kept the revenue range unchanged despite Q1 favorability; Claypoole described "a one-time process change by one of our commercial payer partners" and said, "we don't anticipate that a similar level of variability moving forward" (President, CEO & Director Claypoole). Compared with the prior call, the company lifted adjusted EPS f...

Earnings Call Insights: Spire Inc. (SR) Q2 fiscal 2026 Management View "This has been an exciting and transformative period for our company" as Spire "successfully closed" the Piedmont Tennessee acquisition and said the planned sales of Spire Storage and Spire Mississippi, plus the completed sale of Spire Marketing, "have enabled us to fund the Tennessee acquisition without the need for external equity" while "sharpening our strategic focus on our regulated gas utility businesses" (President, CEO & Director Scott Doyle). Spire said it delivered "second quarter adjusted earnings per share of $3.76 compared to $3.17 in the prior year" and highlighted regulatory items including Missouri approval of "a $16.5 million increase" to ISRS and an AAO filing tied to winter usage (President, CEO & Director Doyle). "For the second quarter, we reported adjusted earnings of $224 million or $3.76 per share compared to $189 million or $3.17 per share a year ago" and "Gas utility earnings totaled $235 million" driven by "new rates in Missouri and Alabama" and "recovery of earnings on approximately $1 billion of incremental Spire Missouri rate base" (Executive VP & CFO Adam Woodard). On Tennessee, Spire said it closed March 31, added "more than 200,000 customers" in the Greater Nashville area, and stated the deal was funded with "$900 million of junior subordinated notes" and "$825 million of Spire Tennessee senior notes," supported by an "$800 million term loan" as a bridge until asset-sale proceeds are received (President, CEO & Director Doyle). Outlook "We're providing a fiscal 2026 adjusted EPS guidance range on a continuing operations basis of $3.90 to $4.10 per share" and said it is also "reaffirming fiscal 2027 adjusted EPS guidance" and the "5% to 7% long-term growth target" supported by an "$11.2 billion 10-year capital plan" (President, CEO & Director Doyle). "Our 2026 adjusted EPS range from continuing operations is now $3.90 per share to $4.10 per share" and management sai...

Earnings Call Insights: SmartRent, Inc. (SMRT) Q1 2026 Management View "Over the past 3 quarters, we have focused aggressively on strengthening our leadership team, rightsizing our cost structure, driving increasing levels of operating leverage through process reengineering and automation and finally, investing in our go-to-market and technology capabilities." (CEO, President & Director Frank Martell) "We grew our IoT footprint 10% in Q1 from the prior year... now deployed in over 911,000 rental units across the U.S... We expect to eclipse the 1 million level for IoT unit installations in the first half of 2027." (CEO, President & Director Martell) "ARR revenue grew 9% year-over-year to $61 million or approximately 39% of our total revenue... gross profit and margin for Q1 totaled $15 million and 39%, respectively... we delivered positive adjusted EBITDA of approximately $0.4 million in Q1." (CEO, President & Director Martell) "Total revenue for the first quarter was $38.7 million... Excluding noncash hub amortization, core revenue was $36.6 million... SaaS revenue was $15.2 million... Hardware revenue was $15.4 million... Professional services revenue was $6 million." (Chief Financial Officer Daryl Stemm) Outlook "Despite current market headwinds, we are pushing to accelerate the growth of our core revenues while delivering positive adjusted EBITDA and cash flow for the full year." (CEO, President & Director Martell) "We're not providing quarterly guidance, but we expect the second half of the year to be stronger than the first. Our expectation is to be adjusted EBITDA profitable for the full year." (Chief Financial Officer Stemm) "On cash, we expect to be free cash flow positive on a full year basis, with Q1 seasonal use not reflective of our expected annual results." (Chief Financial Officer Stemm) Compared with the prior quarter’s framing of 2026, management repeated its profitability and cash flow positioning, stating in Q4 2025: "We believe a combination of re...

July ICE NY cocoa (CCN26 ) today is up +70 (+1.72%), and July ICE London cocoa #7 (CAN26 ) is up +46 (+1.50%). Cocoa prices extended this week's sharp rally today, with NY cocoa posting a 2.75-month high and London cocoa posting a 3-month high. Cocoa prices have support from...

格隆汇5月7日｜当地时间5月6日，美国总统特朗普在讲话中表示，当前伊朗战争属于“小规模冲突”，并称美方“进展非常顺利”。特朗普表示，美国在伊朗的行动“进行得非常顺畅”，并称伊朗方面“希望达成协议、希望谈判”。他强调，美国不会允许伊朗拥有核武器，并将继续推动达成一项“令美国满意”的协议。在军事层面，特朗普称美方对伊朗实施的封锁“极为强力”，并表示伊朗“几乎无法进行任何进出活动”。他同时表示，美方“完全掌控局势”。特朗普还警告称，若伊朗不接受协议，最终仍将被迫同意相关条件。

Lisa Su points to inferencing and agentic AI as the forces behind AMD's strongest quarterly beat

filo Maplebear, d/b/a Instacart ( CART ), is down ~13% in Wednesday trading after reporting Q1 financial results that missed Street expectations for EPS. Q1 GAAP EPS of $0.37 missed by $0.20. In Q1 2025, the figure was the same. The grocery delivery company set Q2 gross transaction value (GTV) guidance of $10.1B-$10.25B, representing 11%-13% year-over-year growth. Adjusted EBITDA is projected at $290M-$300M. Instacart was hurt in the quarter by a decline in net income, diluted, to $104M from $144M in the year-ago period. The company ended the quarter (March 31) with cash and cash equivalents of $631M compared to $637M on Dec. 31, 2025. Wells Fargo's Ken Gawrelski, who rates Instacart at equal weight with a $45 price target (~3% upside based on May 5 close), said that while the GTV guidance "shows 2yr improvement…incremental margin pressure prompts questions." More on Maplebear (Instacart) Maplebear Inc. 2026 Q1 - Results - Earnings Call Presentation Instacart: The Growth Stalled For Now Maplebear Inc. (CART) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Maplebear (Instacart) GAAP EPS of $0.37 misses by $0.20, revenue of $1.02B beats by $10M Maplebear (Instacart) Q1 2026 Earnings Preview

【有線新聞】日職百年構想聯賽，浦和紅鑽作客以1比0擊敗柏雷素爾。 渡邊凌磨58分鐘頭槌一搖柱入網，為白衫紅鑽奠定勝局。柏雷素爾的反撲，未有太大威脅，紅鑽贏1比0，3連勝、排東區第6。

Ark Invest CEO and CIO Cathie Wood joined Bloomberg's Carol Massar and Joe Mathieu at the Milken Institute Global Conference in Beverley Hills, California. She says she imagines SpaceX IPO will be volatile but that their preliminary work suggests orbital data centers could take Tesla from a revenue generation point of views orders of magnitude twenty times higher. (Source: Bloomberg)

CVS raised its earnings outlook for the year after profit and revenue in the first quarter exceeded analyst expectations, the latest in a string of positive reports from US health conglomerates. Ike Swetlitz reports on Bloomberg Open Interest. (Source: Bloomberg)

Key PointsBerkshire-owned McClane will test out Aurora's self-driving trucking system.

Unity Software ( U ) is set to post Q1 earnings on Thursday, May 7th, before the market opens. The consensus EPS estimate is $0.24 (flat Y/Y), and the consensus revenue estimate is $505.01M (+16.1% Y/Y). Unity’s shares have fallen about 40% this year amid intensifying competition and uncertainty around its long-term position in both game development tools and advertising technology . Unity faces strong competition from AppLovin ( APP ) in advertising, while Meta ( META ) continues to strengthen its ad network. In game development, Unity is caught between high-end tools like Unreal Engine and lower-cost or open-source platforms such as Godot, which have been gaining share. New technologies also pose risks, which include Google ( GOOGL )'s new AI-driven tools capable of generating interactive environments.Unity’s business relies on two key segments, Create, its game engine platform, and Grow, its advertising network, both of which depend on scale. A weaker developer engagement could limit growth across both businesses, particularly if competitors continue to gain traction. "If the company is not able to regain the trust of the developers' community, Unity won't launch enough games to support the advertising business, and the revenue will be more modest," Seeking Alpha analyst Rafa. F. Oliver said. While margins are improving and stock-based compensation is declining, profitability still lags peers. Investors will look for signs that Unity can rebuild developer trust and stabilize its platform after past missteps. Over the last 1 year, U has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 8 upward revisions and 1 downward. Revenue estimates have seen 10 upward revisions and 3 downward. More on Unity Software Inc Unity: Too Uncertain To Trust The Turnaround Unity: Upgrade To Strong Buy On Excellent Preliminary Q1 Results Unity: High SBC And A Looming AI Threat, Sell Wedbush reiterat...

美国主要烈酒游说团体的负责人向国会表示，美加贸易紧张局势让其成员付出了高昂代价。美国蒸馏酒委员会首席执行官Chris Swonger表示，总体而言，需求疲软叠加贸易摩擦导致2025年销量下降，这是几十年来首次出现同比下降。 他补充说，出口下降了近4%，其中对加拿大的销量下降了63%。Swonger提到了加拿大各省为反击特朗普政府关税而采取的报复性措施——即禁止在政府运营的酒类商店销售美国葡萄酒和烈酒。 以美国贸易代表办公室贾米森·格里尔为首的美国官员警告称，除非取消酒类禁令，否则将实施新的贸易限制。与此同时，加拿大反驳称，在各省重新考虑对美国酒类的禁令之前，美国必须向加拿大提供关税减免。 责任编辑：李桐

Shares of TeraWulf (NASDAQ: WULF) rose 50.6% in April 2026, according to data from S&P Global Market Intelligence . The Bitcoin (CRYPTO: BTC) miner and high-performance computing service saw a 45.2% gain in the first two weeks of the month, and then it approximately followed the broader market upward for the rest of April. Image source: The Motley Fool. TeraWulf put the pedal to the metal for nearly two weeks. The stock rose 40.8% from April 2 to April 14, and five of these eight trading days showed single-date gains of at least 4%. Continue reading

格隆汇5月7日｜据以色列第13频道：在针对贝鲁特的拉德万部队指挥官进行打击之后，以色列正在为北部局势可能升级做准备。

财联社5月7日讯（编辑 史正丞） 民营航天龙头SpaceX，现在也算是新兴超大规模云服务商的一员了。 北京时间周四凌晨，SpaceX与AI明星初创公司Anthropic同时发布公告，宣布 双方达成算力合作伙伴关系。Anthropic现在能够使用SpaceX孟菲斯Colossus 1数据中心的全部算力容量。 （来源：公司官网） 有眼尖的投资者也发现，公告中与Anthropic签约的主体叫做SpaceXAI，这可能是xAI今年2月与SpaceX合并后出现的新品牌。 双方没有公布具体的财务条款，但考虑到SpaceX上市在即，这个数字应该藏不了太久。 Anthropic表示， 这项合作将大幅提高公司的算力水平，仅在未来1个月内就能带来超过300兆瓦的新增容量，相当于22万个英伟达GPU 。这个数字也与Colossus 1的全部运行规模对得上。 因此，公司 即日起将全面提高付费订阅用户的使用上限 ，其中Pro、Max、Team用户和企业计划的Claude Code速率限制提高一倍。Claude Opus模型的API速率限制也同步大幅提升。 （Claude Opus模型的API速率限制调整，来源：Anthropic） 对于SpaceX来说，尽管公司在AI大模型领域依然是追赶者，但在工程建设和抢购英伟达芯片的统筹能力方面，不输任何美国竞争对手。众所周知，Colossus 1集群从规划到上线仅用122天。去年底投入运营的吉瓦级Colossus 2集群建设周期也不到一年。 算力极度紧缺的背景，也使得马斯克的算力帝国成为商业布局的重要筹码。在4月底敲定AI编程公司Cursor收购权的协议中，除了600亿美元的收购标价外，SpaceX还同意将部分算力资源提供给后者。 近来因为职场AI工具大红大紫的Anthropic，眼下正处于到处搜罗算力的扩张阶段。仅仅在上个月，公司就与 亚马逊和谷歌/博通分别签订5吉瓦算力供应协议 。昨日的爆料显示，光是Anthropic与谷歌的5吉瓦协议，就相当于在5年时间里投资近2000亿美元。 叠加去年11月Anthropic与微软Azure签订的300亿美元算力合同，以及投资500亿美元在建设AI基础设施，Anthropic在算力容量方面的承诺已经达到数千亿美元。 SpaceX与Anthropic的合作协议，还包括太空算力领域的愿景。 Anthropic表示“...

⚽ Champions League news, 8pm BST kick-off ( first leg: 4-5 ) ⚽ Read today’s Football Daily | And follow us on Bluesky In the novel Rabbit, Run , J ohn Updike has one of his characters, a groovy and progressive 1960s priest, calling round to talk to his fellow minister, a hard German Lutheran, about the secret doubts he harbours about his faith. Is the doctrine really necessary? Is hell just, you know, a metaphor? He likes Jesus. But maybe he also likes sinful things, like sex and recklessly open attacking football. The hard German Lutheran takes one look, curls his lip and tells the groovy progressive priest to get down on his knees in the kitchen and beg for forgiveness. Who is he to reason with divine suffering? Life is pain. Joy is pain. Pain is pain. Frankly, the groovy priest who likes flying full-backs and an open midfield disgusts him. He will burn in hell for his spineless debauchery. The groovy priest leaves in tears. Continue reading...

Key PointsShares of media giant Walt Disney opened 6% higher on Wednesday after strong fiscal second-quarter results.

Key PointsBrooktree sold 63,530 shares of BFH in the first quarter; the estimated trade size was $4.68 million based on quarterly average prices.

Over the last 7 days, the United States market has risen by 1.8%, and over the past 12 months, it has increased by 30%, with earnings forecasted to grow by 16% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business.

The reshoring story has moved from a talking point to a capex line item. Three exchange-traded funds offer different ways to position around it: First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR), Global X U.S. Infrastructure Development ETF (NYSEARCA:PAVE), and Industrial Select Sector SPDR Fund (NYSEARCA:XLI). Each captures a different slice of the same underlying ... AIRR, PAVE, and XLI: Which Reshoring ETF Wins as Factories Return Home

(RTTNews) - The major European stock markets finished higher again on Wednesday, thanks to growing optimism about a potential peace deal between the United States and Iran. A massive plunge in crude oil prices and easing fears of fuel-led inflation also boosted market sentiment a

Here are the stocks making headlines in midday trading. Arm Holdings — The British semiconductor designer jumped almost 13% on Nasdaq ahead of its latest earnings report due out after the close Wednesday. UBS analyst Timothy Arcuri raised his 12-month price target on ARM Tuesday to $245 from $175 previously. Healthpeak Properties — The healthcare real estate investment trust soared 18% after first-quarter funds from operations (FFO) and revenue both topped Wall Street analysts' consensus estimates, and it raised its second-quarter guidance for FFO to $1.71 to $1.75. CDW — Shares dropped 19% after the multibrand provider of information technology reported disappointing operating income in the first quarter. The company reported adjusted earnings per share of $2.28 which matched FactSet's consensus. They reaffirmed their 2026 outlook, seeing adjusted EPS growth guidance in the mid-single digits year over year. Cencora — The drug wholesale and distribution company plummeted 17% after dialing back its revenue growth expectations for 2026. Cencora now anticipates growth of 4% to 6%, versus its earlier guidance of 7% to 9%. Aurora Innovation —The self-driving vehicle company popped 9% after announcing a deal to provide driverless technology to Berkshire Hathaway subsidiary McLane. The partnership allows McLane, one of the largest distribution companies in the U.S., to use the autonomous technology in long-haul trucking on routes in Texas and across the U.S. Sun Belt. Flex — The manufacturing stock soared 35% and hit a 52-week high. Flex announced that it plans to spring off its cloud and power infrastructure business into a new publicly traded company. Advanced Micro Devices — Shares surged nearly 17% after the chipmaker issued strong guidance. AMD is calling for second-quarter revenue of $11.2 billion, plus or minus $300 million, versus the analyst estimate for $10.52 billion. First-quarter results also surpassed expectations on the top and bottom lines. Super Micro Comp...