格隆汇5月7日｜日本日经225指数盘中飙升逾4%，突破62000点创下盘中历史新高；市场在假期后重新开盘，对美国和伊朗接近达成协议以结束冲突抱持希望。半导体股领涨，跟随美国科技股的涨势。

Soybeans closed the Wednesday session with contracts falling 10 to 16 ¾ cents. The cmdtyView national average Cash Bean price was down 16 1/2 cents at $11.27 1/2. Soymeal futures were down 30 cents to $3.10 in the front months on the session, with Soy Oil futures down 139 to...

格隆汇5月7日｜华友钴业公告，公司与Atlantic Lithium Limited签署《方案实施契约》及相关协议附件，公司拟以协议安排收购的方式收购其100%股权。本次交易对价为21,000万美元（不含资本利得税），最终收购价款将根据加纳税务局（GRA）申请资本利得税确定。

格隆汇5月7日｜美的集团5月7日公告，5月6日（收市时间后），公司拟根据发行境内外债务融资工具一般性授权及发行股份一般性授权，通过公司全资境外子公司美的投资发展有限公司在境外市场发行于2027年到期的86.24亿港元及于2033年到期的86.24亿港元零息有担保可转换为公司H股的公司债券（简称“本次发行可转债”），公司将为美的投资发展本次发行可转债提供担保。

格隆汇5月7日｜据央视，当地时间5月6日，据一位地区消息人士表示，伊朗预计将于5月7日向调解人提交其对美国提出的结束战争提议的回应。消息人士称，伊朗一直在审查美国的提议，双方都在朝着达成结束战争的协议上迈进。截至目前，伊朗官方对此暂无回应。

格隆汇5月7日｜格隆汇“四芯国际”之一的台积电(TSM.US)收盘涨6.36%，最高触及419.7美元，创历史新高，总市值2.18万亿美元。消息面上，台积电近日在硅谷举办的2026年技术研讨会上宣布，公司正加速推进2nm制程的生产规模，以满足人工智能及高性能计算领域不断增长的芯片需求。台积电高级副总经理侯永清表示，2nm制程已正式进入量产阶段，且其良率提升速度优于此前的3nm制程。 当前A行业景气度持续高涨，算力需求爆发式增长，推动谷歌、亚马逊、Meta等全球科技巨头纷纷大幅上调资本开支、疯狂扩产A基础设施，先进制程产能全面紧缺，产业链核心环节价值凸显。在此背景下，全球晶圆制造“四芯国际”格局持续受益于资金重点关注：其中，台积电(中国台湾“台芯国际”)凭借3nm/5nm领先工艺，包揽A芯片核心代工订单。(格隆汇)

Earnings Call Insights: Verra Mobility (VRRM) Q1 2026 Management View “Total revenue of $224 million for the quarter was aligned with our internal expectations,” and “Adjusted EBITDA and margins came in ahead of our internal expectations,” driven by “better-than-expected New York City camera installations” and “reduced bad

Earnings Call Insights: NiSource (NI) Q1 2026 Management View "Today, we reported first quarter 2026 consolidated adjusted EPS of $1.06, which accounts for 52% of our projected midpoint earnings guidance." (President, CEO & Director Lloyd Yates) "We are reaffirming our 2026 consolidated adjusted EPS guidance of $2.02 to $2.07 per share, and we are increasing our consolidated adjusted EPS CAGR 100 basis points for 2023 to 2033 to 9% to 10% towards the high end of that range through 2030, driven by the robust portfolio of investment opportunities supporting data centers." (President, CEO & Director Yates) "In addition to the announcements made a few weeks ago, I am pleased to share another expansion, an incremental 400 megawatts of capacity serving Amazon." (President, CEO & Director Yates) "Given the present inflationary climate, the value of these partnerships is tremendous, unlocking cost savings totaling approximately $1.4 billion for our existing customers over the next 15 years." (President, CEO & Director Yates) "First quarter consolidated adjusted EPS was $1.06, an $0.08 per share increase versus the $0.98 reported in the same period last year." (Executive VP & CFO Shawn Anderson) "We have recently made several advances on this initiative that now support $1.4 billion in customer savings, a new energy infrastructure agreement with Alphabet, 2 expansions on the Amazon agreement to accelerate and increase our service and the creation of the pooled resources approach." (Executive VP of Technology & Customer and Chief Commercial Officer Michael Luhrs) Outlook "We are reaffirming NiSource's consolidated adjusted EPS guidance range for 2026 of $2.02 to $2.07 per share." (Executive VP & CFO Anderson) "We have increased our long-term guidance by 100 basis points and expect to deliver 9% to 10% consolidated adjusted EPS compound annual growth through 2033 and with performance tracking towards the high end of that range through 2030." (Executive VP & CFO Anderson) "We h...

Earnings Call Insights: Coherent Corp. (COHR) Q3 FY2026 Management View "We delivered another quarter of strong financial performance with accelerating growth, expanding margins and improving profitability" (CEO, President & Employee Director James Anderson), while highlighting that "we experienced another step function increase in our order book, driving our backlog to a record level" and that "orders now [reach] into calendar 2028 and customer LTAs extending to the end of the decade" (CEO Anderson). "Our Datacenter & Communications segment continues to be the primary driver of our growth and accounted for 75% of total company revenue in Q3" (CEO Anderson), and he tied near-term growth to "both transceivers and OCS systems," adding, "we expect growth to be driven by both 800 gig and 1.6T" (CEO Anderson). "We remain on track to achieve our goal of doubling internal indium phosphide output capacity by the end of this calendar year" and "we now expect to reach that milestone 1 quarter earlier than originally planned" (CEO Anderson), alongside "plans to begin 6-inch indium phosphide production at a third site in Zurich" (CEO Anderson). "In March, we announced a strategic partnership with NVIDIA focused on multiple CPO-related products and solutions" including "NVIDIA's $2 billion equity investment in Coherent and a multiyear supply agreement extending through the end of the decade" (CEO Anderson), with expected timing that "initial scale-out CPO revenue" begins "in the second half of this calendar year" and "scale-up CPO revenue" begins "in the second half of calendar 2027" (CEO Anderson). "Third quarter revenue was a record $1.8 billion" and "third quarter non-GAAP earnings per diluted share was $1.41" (CFO & Treasurer Sherri Luther), and she added that the company "strategically increased our capital investments to expand internal capacity" and "reduc[ed] our debt leverage ratio to below 1x" (CFO Luther). Outlook "We expect revenue to be between $1.91 billion and $2....

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Earnings Call Insights: Mayville Engineering Company (MEC) Q1 2026 Management view "Our first quarter results exceeded our expectations, driven by strong top line momentum in our Datacenter and Critical Power end market" (President, CEO & Director Jagadeesh Reddy), while "margins remained pressured" because the company continues to "incur and retain variable costs as we position the business for successful program execution." "Within Datacenter and Critical Power, we delivered organic growth of approximately 71% year-over-year" and "our qualified opportunity pipeline exceeds $125 million" with "projects scheduled to launch in 2026" valued at "approximately $50 million to $60 million" (President, CEO & Director Reddy); he also reiterated, "we continue to expect Datacenter and Critical Power to represent more than 20% of our revenue in 2026." Legacy end markets were described as mixed, with CEO Reddy saying, "we have not yet seen clear indications of a broad-based or material recovery in legacy customer demand," while detailing that commercial vehicle "net sales declined approximately 24% year-over-year" and noting near-term caution given "elevated fuel costs and recent tariff policy changes." "Total sales for the first quarter increased 6.8% on a year-over-year basis to $144.8 million" and "excluding the impact of the Accu-Fab acquisition, organic net sales declined by 8.2%" (Chief Financial Officer Rachele Lehr). Outlook "For the second quarter of 2026, we currently expect net sales for the quarter of between $145 million and $155 million and adjusted EBITDA of between $10 million to $13 million" (CFO Lehr), adding that the outlook "reflects continued launch-related costs and margin pressure early in the quarter with improvement expected as the quarter progresses." "For the full year, we refined our financial guidance by raising the low end of our previously announced guidance while maintaining the high end of the range" (CFO Lehr), and "we now expect net sales of b...

Earnings Call Insights: Comstock Resources (CRK) Q1 2026 Management View "Lower production, partially driven by production impacts from significant winter weather in the first quarter drove the lower financial results" (Chairman and CEO Miles Allison). "On March 19, the United States Department of Commerce selected our Western Haynesville site to host a new 5.2 gigawatt natural gas-fired power generation hub" and "Comstock will provide the natural gas supply for the facility, which could reach almost 1 billion cubic feet per day by 2031" (CEO Allison). "Our production in the first quarter averaged 1.1 Bcfe per day" and "Oil and gas sales after hedging in the quarter were $339 million" (President and CFO Roland Burns). "We spent a total of $343 million on our drilling program" and "We turned 13 wells to sales" (CFO Burns). "On average, we realize 35% savings in our drilling cost when we drill a 10k horseshoe well compared to 2 5,000 foot sectional lateral wells" (Chief Operating Officer Daniel Harrison). Outlook "During the quarter, we had very strong drilling results, which will drive production back up for the remainder of the year" (CEO Allison). "Our production should be up 13%, 14%, 15% for the second quarter" (CEO Allison). "NextEra is actively developing the project, advancing site development, procurement, permitting and commercial structuring as they work toward definitive agreements with the U.S. and Japan" (CEO Allison). Compared with last quarter’s framing around 2026 activity and commercialization, management emphasized the March 19 selection of the Anderson County project and argued the current approach prioritizes not "drilling too fast" in the Western Haynesville (CEO Allison: "The mistakes that were made were drilling too fast because leases were expiring, and you destroyed value."). Financial Results "Our natural gas and oil sales were $339 million" and "Adjusted EBITDAX for the quarter was $251 million" (CEO Allison). "We generated $192 million of ...

Earnings Call Insights: Zillow Group (ZG) Q1 2026 Management View "Q1 was another quarter of consistent execution and continued momentum across our business." (CEO & Director Jeremy Wacksman) "We delivered revenue near the high end of our outlook range and EBITDA above our outlook, putting us on track toward achieving our full year goals." (CEO & Director Wacksman) "Yesterday, we announced a new Preview collaboration with realtor.com, extending the visibility of Preview listings across the 2 most visited real estate platforms in the country." (CEO & Director Wacksman) "We announced Preview just 7 weeks ago with 5 initial brokerage partners, and we have since added more than 60 brokerages." (CEO & Director Wacksman) "At our AI Summit last month, we also debuted Zillow's new consumer-facing AI mode experience." (CEO & Director Wacksman) "This new way of engaging throughout our site is live for about 5% of our audience so far." (CEO & Director Wacksman) "Early signals are encouraging." (CEO & Director Wacksman) "We delivered excellent results in Q1 and are well positioned to continue delivering strong performance as we execute on our strategy in 2026 and beyond." (Chief Financial Officer Jeremy Hofmann) "We generated revenue of $708 million, up 18% year-over-year and near the high end of our outlook range." (CFO Hofmann) Outlook "We expect total revenue of $750 million to $765 million." (CFO Hofmann) "We expect For Sale revenue growth to be similar to Q1." (CFO Hofmann) "In rentals, we expect revenue growth of approximately 30% year-over-year for the quarter." (CFO Hofmann) "In Q2, we expect EBITDA expenses of $600 million and EBITDA of $150 million to $165 million." (CFO Hofmann) "Our expectations include approximately $20 million of incremental legal expenses and approximately $16 million of incremental advertising spend compared to a year ago." (CFO Hofmann) "Turning to our full year outlook for 2026. We continue to expect to deliver mid-teens total revenue growth, ...

Earnings Call Insights: Snap Inc. (SNAP) Q1 2026 Management view Evan Spiegel (Co-Founder, CEO & Director) said Q1 was “a return to growth in daily active users reaching $483 million,” and added that “net loss improved to $89 million,” alongside “free cash flow…$286 million” and “adjusted EBITDA…$233 million.” Spiegel framed priorities as: “grow our community and deepen engagement…accelerate and diversify revenue growth…[and] build a more profitable and cash generative core business while investing with discipline…in intelligent eyewear.” Spiegel highlighted engagement and product surfaces, including Topic Chats momentum, games “reaching 255 million monthly active users,” Spotlight time spent “increasing 11% year-over-year,” AR usage where “more than 75% of Snapchatters are engaging with augmented reality every day,” and Snap Map at “more than 450 million global monthly active users in Q1.” Spiegel described advertising progress and mix: “Advertising execution improved in Q1…Large advertisers in North America remained a headwind,” while citing lower-funnel strength including “Dynamic Product Ads revenue grew more than 30% year-over-year” and “App Purchases revenue grew 87% year-over-year,” plus scaling new inventory such as Sponsored Snaps and “AI Sponsored Snaps.” Derek Andersen (Chief Financial Officer) said Q1 revenue was “at the top end of our guidance range,” with “adjusted gross margin improving…to reach 57%…on track for achieving our goal of 60% or better for fiscal 2026,” and added, “This will be Derek’s last earnings call at Snap,” per Spiegel. Outlook Andersen guided Q2 revenue to “$1.52 billion to $1.55 billion,” and said the range “assumes no contribution from Perplexity as we amicably ended the relationship in Q1,” and assumes Middle East conditions “remain consistent” with March and April impacts while cautioning “the trajectory…is uncertain.” Andersen guided Q2 adjusted EBITDA to “between $175 million and $200 million,” and added the restructuring wil...

在SpaceX与Anthropic达成算力合作后，马斯克在X平台上回应网友询问时表示，SpaceX和 特斯拉 将为那些采取正确措施确保人工智能造福人类的公司提供计算资源，而如果这些公司的人工智能从事危害人类的行为，其将保留收回计算资源的权利。 一位网友询问：“你们未来是否计划将多余的算力出租，还是SpaceX和特斯拉会全部自用？” 马斯克回应称：“就像SpaceX以公平的条款和价格为竞争对手发射数百颗卫星一样，我们将为那些采取正确措施确保人工智能造福人类的公司提供算力支持。 如果这些公司的人工智能从事危害人类的行为，我们保留收回算力的权利。 我们将竭尽全力，为所有人创造一个富足美好的未来。 人非圣贤，孰能无过，我们也会犯错，但我们会始终迅速采取行动解决问题。” 责任编辑：于健 SF069

(RTTNews) - The Taiwan stock market has moved higher in three straight sessions, advancing almost 2,220 points or 5 percent to a fresh record closing high. The Taiwan Stock Exchange now sits just beneath the 41,140-point plateau and it may add to its winnings again on Thursday.

Moby summary of NiSource Inc.'s Q1 2026 earnings call

当地时间5月6日，据一位地区消息人士表示，伊朗预计将于5月7日向调解人提交其对美国提出的结束战争提议的回应。消息人士称，伊朗一直在审查美国的提议，双方都在朝着达成结束战争的协议上迈进。截至目前，伊朗官方对此暂无回应。(央视新闻)

日本股市創新高，首次升穿61,000點，升幅逾百分之3。

日本股市創新高，首次升穿61,000點，升幅逾百分之3。

美国一名联邦地区法院法官6日公开一张纸条，据称是臭名昭著的已故美国富商爱泼斯坦所写遗书。其中一句话写道： “他们调查了我一个月——什么也没发现！！！” 美国方面注意到，这张纸条没有署名和日期。 法官称，爱泼斯坦的前狱友发现这张纸条，并提交给法庭。 爱泼斯坦2008年因教唆未成年人卖淫被定罪，2019年7月再次因涉嫌性犯罪被捕，同年8月死在狱中，被判定为“自杀”，但死因受到质疑。因牵扯欧美政商界等众多名流，爱泼斯坦案引发广泛负面舆论。

Alphabet posted a blockbuster Q1 last week, and the stock responded by closing out its best month since October 2004. That has put Alphabet within $230 billion of Nvidia for the title of the world’s largest company, with prediction market traders now pricing a real chance the crown changes hands by June. CEO Sundar Pichai told investors the company’s edge over rivals is that it “owns the silicon.” Pichai’s Full-Stack Pitch On the April 29 Q1 earnings call, Pichai said, “The fact that we own fron

Traffic accidents involving animals in Hong Kong have skyrocketed more than 11-fold over the past four years, with advocacy groups attributing it to a wave of pet abandonments and the blurring of urban-rural boundaries caused by large-scale development. The latest data submitted to the Legislative Council on Wednesday showed reports of animal-related traffic accidents received by police surged from 36 cases in 2021 to 416 in 2025. However, authorities do not maintain a district-level breakdown...

Alphabet Is $230 Billion Away From Overtaking Nvidia: Will GOOGL Dethrone NVDA By June? Yahoo Finance

Three years ago, the price of a single XRP (CRYPTO: XRP) token was approximately $0.50. Today, it's nearly $1.50. So, if history is any guide, XRP is theoretically capable of tripling in value every three years. That means XRP could be a $4 crypto -- or perhaps even a $5 crypto -- by 2030. But just how likely is that? Let's take a closer look. The classic bull case scenario for XRP is built on the technological promise of blockchain-based payments. After all, the XRP blockchain ledger is the cornerstone of a global blockchain-based payment system from fintech company Ripple . This payment system is typically cheaper and faster than legacy payment systems, making it attractive for cross-border payments. Continue reading

Just months into China’s housing downturn, the nation’s second-biggest developer declared the worst is over. A year later, its chairman backtracked on the call, and by 2025, it was teetering on the brink of a default. China Vanke Co.’s miscalculation was just one of what would be many premature calls for an end to a crisis that has wiped out trillions of dollars in household wealth since late 2021. Just last November, UBS Group AG scrapped its prediction that a turnaround was imminent. Now, though, a small chorus of analysts, including those at Citigroup Inc. and Bank of America Corp., are proclaiming once again that the battered industry is finally stabilizing. The latest data offers some support: In March, nearly a fifth of the cities covered by official data saw higher used-home prices — the biggest proportion since 2023 — while the amount of completed but unsold housing fell for the first time in almost five years. “It certainly looks like the shape is bottoming,” said Leonid Mironov , a portfolio manager at Gavekal Capital Ltd. As China faces risks abroad from protectionism and geopolitical turmoil, a steadier real estate industry is crucial to restoring household confidence and encouraging spending with policymakers seeking to shift growth toward consumption and away from exports. In a market that’s had false starts before, more evidence is now emerging of stabilization and even recovery. “It will not only play a crucial role for real estate companies, but also reflect an improvement in consumers’ willingness and ability to spend, which would be beneficial for the overall economy,” said Shen Meng , a director at Beijing-based investment bank Chanson & Co. Home-price declines have slowed to their weakest pace in a year, while secondary transactions in Beijing and Shanghai have jumped to multi-month highs, even as smaller cities continue to struggle. The slump in existing home prices has narrowed every month this year, the longest such stretch since 2024. Eurizo...

当地时间5月6日，全球金融市场迎来全面回暖，美股三大股指全线收涨，纳斯达克指数与标普500指数再度刷新历史收盘纪录， AI芯片 产业链掀起暴涨潮；中国资产同步强势爆发，中概股集体走高； 大宗商品 呈现显著分化，贵金属大幅冲高，国际原油则受中东局势缓和预期重挫，市场风险偏好全面回升。 美股市场全线走强，三大指数同步收涨，其中道琼斯工业平均指数上涨1.24%，报49910.59点；标普500指数上涨1.46%，报7365.12点；纳斯达克 综合指数 上涨2.02%，报25838.94点，纳指与标普500连续交易日创出历史新高。 大型科技股成为上涨主力，万得美国科技七巨头指数上涨2.39%，英伟达大涨5.68%，总市值重新站上5万亿美元关口，谷歌、特斯拉涨幅超2%，苹果、META涨幅均超1%，微软、亚马逊小幅收涨。 AI与芯片板块迎来爆发式行情，费城 半导体 指数大涨近4.5%，续创历史新高，2026年年内累计涨幅扩大至62% 左右。超威半导体（AMD）一季度营收与业绩指引大幅超预期，股价暴涨超18%，创下历史新高，总市值突破6800亿美元；ARM涨超13%，阿斯麦ADR涨超7%，台积电ADR涨超6%，英特尔、美光科技涨幅均超4%， 存储芯片 板块整体走强。此外，英伟达与康宁达成长期合作以强化美国AI基础设施，康宁股价大涨超12%；超微电脑因财报超预期涨超24%，迪士尼、优步等个股亦凭借亮眼财报收获显著涨幅。 中国资产深夜强势爆发，纳斯达克中国金龙指数收涨3.45%，万得中概 科技龙头 指数上涨3.34%，热门中概股普涨。个股层面，百度集团大涨11.37%，金山云涨幅超8%，阿里巴巴、世纪互联涨逾6%，拼多多涨超5%，京东、小米、网易等涨幅超3%，同步带动两倍做多中国互联网股票ETF、中国科技ETF等产品大幅走高。 大宗商品市场呈现明显分化，贵金属全线大涨，避险与金融属性同步发力。截至北京时间5月7日5:30，伦敦金现上涨2.98%，报 4691.14美元/盎司，COMEX 黄金 期货 上涨2.95%，报4703.1美元/盎司；伦敦银现上涨6.20%，报77.335美元/盎司，COMEX 白银 期货上涨5.77%，金银价格均创下近期较大涨幅。国际原油则遭遇重挫，市场对美伊接近结束战事、霍尔木兹海峡封锁解除的预期持续升温，原油期货价格一度暴跌超11%，随后跌幅有所收窄。截至...

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo