Yahoo Finance Tech Editor Dan Howley joins Market Catalysts to break down Big Tech's earnings outlook for Q2 as Wall Street takes a closer look at the sector's AI spending concerns and macroeconomic uncertainty.

Meta Platforms stock has cratered so far in 2026 thanks to waning enthusiasm around artificial intelligence (AI) stocks, as well as new legal headaches for the company.

Key PointsShares of Meta Platforms have fallen nearly 30% from all-time highs in late 2025.

Israel Suffers One Of Single Deadliest Days Of War Sunday into Monday saw significant casualties in Israel, after Iran's Islamic Revolutionary Guards Corps (IRGC) claimed in a statement carried by state media that Iranian forces had targeted an oil refinery in Haifa. But instead, it appears that the missile slammed directly into a residential building, killing at least four Israelis . Search and rescue teams have spent some 18 hours pouring through the ruins of the complex, recovering two bodies early Monday after an initial two had been found. The casualties could climb amid ongoing recovery efforts. Israeli fire services say 3 people missing in Haifa following Iranian missile impact; rescue will take hours. pic.twitter.com/A6tLaiQ6mx — Clash Report (@clashreport) April 5, 2026 Authorities have said they are urgently investigating how Israel's air defenses, including the Iron Dome, failed to intercept the inbound ballistic missile. Local reports say the missile broke apart and changed trajectory, making interception much harder. "Israel’s air defense forces attempted to intercept the missile on Sunday evening, according to the Israeli military," writes the NY Times . " At least part of the missile hit a terraced apartment building in the Vardiya neighborhood, on the upper slopes of Haifa’s iconic Mount Carmel , officials said." Erez Geller, the director of Israel's ambulance service for the Haifa region, described that "Part of the building remained intact, and part had collapsed into a hollow." He added: "It looked like there had been an earthquake." The 450-kilogram warhead (or nearly 1,000 pounds) partially collapsed the building when it impacted. By all accounts the death toll could have been much higher, given the warhead didn't actually explode as it ripped through the building : The Fire and Rescue Service said early Monday that following hours of efforts alongside the Home Front Command, forces “rescued two trapped individuals found under the rubble without...

The Pullback in Meta Could Be a Gift. Here's Whether to Take It. Yahoo Finance

Advanced packaging has quietly become the make-or-break factor in the AI race. Hyperscalers need to combine chiplets, high-bandwidth memory, and dense interconnects into powerful final packages that overcome the physical limits of printing ever-larger chips on a single wafer. As AI models scale, this back-end process now drives a growing share of performance gains, power ... Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins Yahoo Finance

Analysis of more than 500 brain scans finds LSD, psilocybin and other psychedelics increase cross-talk between brain systems Scientists have identified a hallmark signature produced by psychedelic drugs in the human brain when users experience their mind-altering effects. The “neural fingerprint” of the psychedelic trip was spotted among hundreds of brain scans of people on LSD, psilocybin, DMT, mescaline and ayahuasca, pointing to a shared impact on the brain’s behaviour. Continue reading...

This morning a "Potential Dividend Run Alert" went out for Nestle S A (OTC: NSRGY), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is

Kilc32/iStock Editorial via Getty Images I've initiated coverage on PetroChina ( PCCYF ) with a "Buy" rating. Its recent full-year earnings surpassed expectations. Going forward, it could benefit from energy price appreciation and the improving profitability of its natural gas sales unit. Corporate Overview PYCCF is 3rd in the world's ranking of oil enterprises by turnover, as per its FY2025 call disclosures. I obtained the event transcript from S&P Capital IQ. Domestic Energy Assets Investor Presentation The firm derived 57% of last year's "Operating Profit/OP" from the core upstream or "Oil, Gas & New Energy" division. The downstream/midstream "Natural Gas Sales/NGS", "Refining & Chemicals", and "Marketing" units contributed the remaining 26%, 10%, and 7% of OP, respectively. It's mainly focused on China, which represented 89% of the previous year's "Oil & Gas" or "O&G" production volumes. PYCCF Outperformed In 2025 The group's latest financials were revealed in a set of slides released last week. It registered a '25 bottom line of CNY157.3B that implied a 2% beat (source: S&P Capital IQ). I'm impressed with the company's ability to deliver above-consensus numbers, despite an unfavorable market environment. PYCCF's slides highlighted that "average brent crude oil futures" were down 15% for the prior year. During the same timeframe, its earnings contracted by a milder 5%. My take is that the positive surprise was driven by leaner operations and product portfolio rebalancing. PYCCF managed to lower its 2025 "Selling & General" or "SG&A" expenses by 6% to CNY56B. At the analyst briefing, it was explained that this was made possible by "stricter controls on non-productive spending." Also, the FY25 per-unit extraction cost came in $0.01/bbl lower compared to the preceding year. This helped to partially negate a CNY50B topline hit from lower energy prices. Separately, PYCCF's key downstream business was a difference-maker. Its "Refining & Chemicals" segment OP rose 19% ...

In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Abbott Laboratories (Symbol: ABT) has taken over the #44 spot from Palo Alto Networks, Inc (Symbol: PANW), according to ETF Channel. Below is a chart of Abbott Labor

A study of analyst recommendations at the major brokerages shows that Wheaton Precious Metals Corp (Symbol: WPM) is the #5 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Chan

U.S. Sens. Elizabeth Warren and Ron Wyden have sent a series of sharply worded letters to major government technology vendors, raising concerns that their systems may be disrupting unemployment benefits and demanding detailed answers about how those platforms operate. The letters, dated April 5 and sent to executives at Deloitte, Thomson Reuters ( TRI ) and Geographic Solutions, argue that states’ growing reliance on private contractors to modernize unemployment insurance systems has created new risks for jobless Americans trying to access benefits. Lawmakers question ‘black box’ systems In the letters, the senators describe a system increasingly dependent on outside vendors, many of whom provide off-the-shelf software or AI-driven tools that states have limited ability to audit or customize. They warn that these systems often function as opaque ‘black boxes,’ with vendors sometimes declining to disclose how eligibility or fraud determinations are made, citing proprietary technology. That lack of transparency, the lawmakers argue, can have serious consequences when automated systems make mistakes, particularly when state officials defer to algorithmic decisions without fully reviewing them. Automation, AI under scrutiny A major focus of the inquiry is the growing use of artificial intelligence in unemployment systems, including tools that verify identity, flag fraud and assess eligibility. The senators say such systems have produced errors ranging from incorrectly flagging legitimate claims as fraudulent to misinterpreting basic information in applications. They also cite reports of glitches that delay or halt payments, as well as cases where minor discrepancies or shared addresses triggered fraud alerts, potentially cutting off benefits for eligible workers. While automation can streamline administrative work, the lawmakers emphasize that federal law requires human oversight in eligibility determinations, warning that overreliance on AI could undermine that standar...

Tesla stock finished last week in the red after first-quarter deliveries came in at 358,023 — below the 365,645 analysts had expected. The company finds itself in an awkward position as it looks to transition away from being a traditional electric-vehicle seller toward autonomous driving and robotics. Whether autonomous driving and the Optimus robot ultimately succeed remains to be seen, but in the near term, both initiatives are likely to weigh further on already thin profits.

Tesla stock finished last week in the red after first-quarter deliveries came in at 358,023 — below the 365,645 analysts had expected. The company finds itself in an awkward position as it looks to transition away from being a traditional electric-vehicle seller toward autonomous driving and robotics. Whether autonomous driving and the Optimus robot ultimately succeed remains to be seen, but in the near term, both initiatives are likely to weigh further on already thin profits.

Tesla Q1 Delivery Miss: Is Its AI/AV Bet Enough to Stay Invested? The Globe and Mail

格隆汇4月7日｜印度总理莫迪：今日，印度在民用核工业发展进程中迈出决定性一步，其核计划第二阶段取得推进。位于卡尔帕卡姆、由印度自主设计建造的原型快中子增殖反应堆已达到临界状态。这座先进反应堆能够生产比消耗更多的燃料， 此举为该计划第三阶段开发利用本国丰富的钍资源迈出了关键一步。

JPMorgan warns that financial expectations for Tesla have deteriorated over recent years, even as the stock has climbed.

Apple TV debuts first-look teaser for its new thriller “Maximum Pleasure Guaranteed” Apple

汉堡王销售额似乎节节攀升，而 麦当劳 （MCD）的收银流水却略显惨淡。 “我们认为，战争与油价上涨是麦当劳销售额放缓的部分原因，这导致美国整体同店销售额增速从 3 月初的 3%，降至近三周的同比持平。” 独立研究机构 Evercore ISI 的餐饮行业分析师戴维・帕尔默在最新报告中写道。“尽管如此，在 CEO 吃汉堡的视频走红、随后皇堡与巨无霸 arch 汉堡展开口味对比后，麦当劳的表现确实逊于汉堡王等同行。” 帕尔默补充道：“在美国市场业绩放缓期间，早餐业务尤为疲软 —— 消费者可支配收入承压时，早餐往往更偏向非必需消费。” 3 月初，社交媒体上爆发了新一轮快餐汉堡大战。麦当劳 CEO 克里斯・肯普津斯基率先出镜，在一段宣传视频中品尝公司新款巨无霸 arch 汉堡，视频随即爆红。 视频里他吃汉堡时举止犹豫，咬得又小又轻，还反复把汉堡称作 “产品”，遭到网友广泛嘲讽。 抓住这次舆论反弹的机会，美国及加拿大汉堡王总裁汤姆・柯蒂斯三天后发布了一条 TikTok 视频。视频中他大口畅快地吃下皇堡，还开玩笑说唯一少的就是 “一张餐巾纸”。 柯蒂斯的走红视频也让 改版皇堡 受到广泛关注，这款产品长期以来都是汉堡王对标麦当劳巨无霸的核心单品。 近十年来，汉堡王首次对皇堡进行了多处细微但关键的升级： 新款皇堡采用更优质、口感更佳的面包，以及配方改良、更绵密的蛋黄酱；生菜、番茄、洋葱、酸黄瓜等配料处理得更新鲜，堆叠也更整齐。 另一项重大变化是包装：汉堡不再用纸包裹，而是改用盒装，避免被挤压变形，保持卖相完整。 过去一个月，麦当劳股价下跌 6%，而汉堡王母公司餐饮品牌国际（QSR）股价上涨 6%，差距明显。 汉堡王相对于麦当劳的增长势头即将迎来考验。 麦当劳即将推出备受期待的全新超值菜单和新款饮品系列，包括绵密香草冷萃咖啡。超值套餐将于 4 月 21 日上线，多款产品定价低于 3 美元。 “美国加盟商一致通过了 4 月 21 日推出的麦当劳超值菜单，限时全国统一售价：双层吉士汉堡 2.5 美元、香肠麦满分 1.5 美元。” 帕尔默写道。“该菜单类似塔可贝尔大获成功的豪华菜单，以单点形式提供低价入门产品（拆分售卖），有助于解决麦当劳在低收入消费群体中的客流问题。” 责任编辑：郭明煜

Jonathan Kitchen/DigitalVision via Getty Images My appeal to Arm Holdings ( ARM ) is not based on smartphones or generic AI anymore but on the realization that agentic AI has been slowly pushing back the compute problem toward CPU architecture. To be clear, I'm not saying GPUs aren't important. However, what we're seeing is a gradual evolution of the workload where GPU-centric training fades and more complicated workflows gain prevalence. As a result, we start seeing more hyperscaler design wins where the CPU component is significant enough for Intel's CEO to publicly acknowledge. It's All About Value Capture Profile, Not AI Exposure How would I approach the ARM discussion if you asked me about it? In my view, the wrong focus here is on whether ARM has some degree of exposure to AI. That's obvious. The right one is on whether AI is changing the way ARM captures value from its core business and customers. In the old paradigm, ARM made money as an architectural enabler that participated in compute economics from the sidelines. There was always a ceiling to how much of the value it could extract in a particular end market, however big it was in aggregate. As a result, the company was well positioned to monetize compute, but it couldn't claim a meaningful slice of it directly. The ceiling is potentially shifting. The royalty business is improving in terms of quality due to increasing Armv9 exposure and the growing importance of CSS. This matters far more than the absolute growth because it implies that an otherwise flat or modestly growing end market suddenly becomes much more lucrative if ARM extracts structurally more value from each device. The more interesting development for me is that ARM is now trying to become a silicon enabler by launching the AGI CPU . I don't consider it a slam dunk, but neither do I underestimate its significance. If this works, ARM stops being just an architectural tollbooth in compute economics. Instead, it tries to become a full participa...

据伊朗方面6日消息，伊朗军方发言人说，只要政治领导层认为“合适”，“我们就能继续这场战争”。发言人说，这场战争之后，伊朗的威慑力将达到“让敌人不敢再发动任何攻击的程度”。（央视）

格隆汇4月7日｜据央视援引伊朗方面6日消息，伊朗军方发言人说，只要政治领导层认为“合适”，“我们就能继续这场战争”。发言人说，这场战争之后，伊朗的威慑力将达到“让敌人不敢再发动任何攻击的程度”。

All three major US stock indexes were edging higher in late-morning trading Monday as investors weig

The Zacks Analyst Blog Highlights NVIDIA, AMD, Applied Materials, Lam Research and Micron Technology theglobeandmail.com

ismagilov/iStock via Getty Images Investment Thesis: Still Early Innings , with Confirmatory Evidence Mounting When we first published on Allot, Ltd. ( ALLT ) the stock was near $4.50 / share and our thesis was grounded more in the potential of recent SECaaS wins, Sandvine’s bankruptcy and operational developments than in trailing financial results and metrics. Since then, evidence for our thesis has grown in the form of indisputable financial metrics. Allot has two distinct business units: a Deep Network Intelligence and carrier DDoS platform (Allot SMART) that grew bookings nearly 50% last year and is at the outset of a multi-year growth cycle catalyzed by the launch of the Tera Service Gateway III and the collapse of major competitor Sandvine, and a frictionless, zero-touch cybersecurity-as-a-Service (SECaaS) suite for consumers and SMBs growing at nearly 70% annually and leveraging a zero-CAC, carrier-embedded distribution model (Allot Secure). Both businesses are inflecting simultaneously, and we continue to see long-term potential for shares to reach $40 / share or more; meanwhile Allot boasts a balance sheet with zero debt and $88 million in cash ($1.90 / share), mitigating downside risk. Q4 2025 Results: An Appetizer Setting up 2026’s Main Course Revenue and Margins Allot's Q4 2025 revenue came in at $28.4 million, up 14% year-over-year and representing the fifth consecutive quarter of accelerating top line growth. Full-year 2025 revenue crossed $102 million, up 11% from $92.2 million in 2024. Non-GAAP gross margin expanded to 72%, up from 71% in 2024. The headline number that matters most each quarter for Allot at this stage in its cybersecurity-driven evolution is cybersecurity as a service ("SECaaS") ARR, which registered $30.8 million as of December 31, 2025, up 69% year-over-year. SECaaS is a recurring revenue engine growing multiple times faster than even Allot's highest growth peers on a base that is now large enough to lead to an overall growth infle...

Against Birmingham on Easter Monday, Kasey McAteer gave Ipswich supporters something to talk about other than Nigel Farage – namely the growing prospect of a return to the Premier League at the first attempt. In their first game since the Reform UK leader had been allowed to parade with a “Farage 10” Ipswich shirt at the stadium and linked himself with Kieran McKenna’s job, the hosts moved into the automatic promotion places. Farage’s visit on 23 March has divided the fans, even driven some of them away. The chair, Mark Ashton, has apologised “ for any hurt, pain or distress that’s been caused ”, while the club said they “remain apolitical and do not support any individual party”. A handful of club officials are understood to have known about Farage’s visit beforehand but Ipswich deny that he was invited. In a video posted on Reform’s X account, Farage appears to address a message “To Mark” when signing an Ipswich shirt. Supporters have been left to make up their own minds and there is a feeling among some that they are being lied to. Continue reading...

格隆汇4月7日｜据CCTV国际时讯援引日媒报道称，日本政府计划于本月修改“防卫装备转移三原则”及其运用指南，为日本向海外出口武器“松绑”。相关人士4月5日透露，日本首相和防卫大臣计划近期分别访问越南和菲律宾，意图兜售武器。

Online retail liquidation company, MAC.BID, announced today the company is opening its 29th warehouse location in El Paso, Texas. Located at 12435 Rojas Drive, MAC.BID will open later this spring and plans to hire approximately 80 new teammates across various roles and functions.

白宫经济顾问凯文・哈塞特（Kevin Hassett）周一接受 CNBC 采访时表示，他认为由资本支出和人工智能带来的生产率提升所引发的美国经济 “ 正向供给冲击 ”，将为美联储降息创造条件。 “如果我们正经历由大规模资本支出、人工智能提升生产率所带来的这种供给冲击，它将持续对通胀施加下行压力，从而缓解美联储的政策压力。他们应该有能力下调利率。” 哈塞特说道。 哈塞特还表示，如果特朗普总统提名的美联储主席人选 凯文・沃什（Kevin Warsh） 正式就任，他预计美联储将实施降息。 责任编辑：郭明煜