文｜彭倩 编辑｜乔芊 阿里千亿巨额投入后，回报正在逐一兑现。 财报显示，阿里巴巴2026年第四财季（即自然年Q1）营收2433.8亿元，同比增长3%。若不考虑高鑫零售和银泰等已出售业务的收入，同口径收入同比增长为11%。 营收同比双位数增长主要由云业务（包含 AI 云和传统云）推动。Q1阿里云表现依然亮眼，保持了高增长态势，营收整体同比增长38%，符合市场预期。其中来自外部客户的收入同比增长超过4...
文｜彭倩 编辑｜乔芊 阿里千亿巨额投入后，回报正在逐一兑现。 财报显示，阿里巴巴2026年第四财季（即自然年Q1）营收2433.8亿元，同比增长3%。若不考虑高鑫零售和银泰等已出售业务的收入，同口径收入同比增长为11%。 营收同比双位数增长主要由云业务（包含 AI 云和传统云）推动。Q1阿里云表现依然亮眼，保持了高增长态势，营收整体同比增长38%，符合市场预期。其中来自外部客户的收入同比增长超过40%，较上个季度同比增长35%继续加速，AI 相关的产品收入则连续11个季度实现三位数增长、公有云业务的持续增长，共同促进了云业务的高增长。电商业务对营收的贡献则较为稳定，国内电商和海外电商分别同比增长6%。 由于仍处于高投入的转型期，阿里多个利润指标表现不佳：经营利润处于亏损状态；经调整 EBITA 同比下滑84%，只有52亿元，去年同期高达326亿元；非标净利润也同比下滑100%。不过，得益于投资 Minimax、智谱等多家 AI 公司股价飙升，阿里获得丰厚回报，2026财年投资净收益达到了870亿元，同比增长320%，是2022年以来最高，扭转了此前因股市低迷导致投资多半亏损的局面。 利润表现不够理想，阿里财报发布会后美股盘点跌近3%。 今年以来，随着 Agent 时代来临，算力需求爆发引发全球 AI 题材股票飙涨，近两日叠加特朗普携多家美国 AI 大厂高管访华利好因素影响，Minimax、智谱股价继续狂飙，前者单日一度涨超30%，后者更是盘中大涨35%，巨额投入 AI 的阿里巴巴和腾讯股价的表现却不那么出彩，今年以来，前者在港股跌近7%，后者更是下跌了23%——因为市场不再只是奖励科技巨头的 AI 雄心，而想看到实实在在的创收路径。 为稳定市场情绪，继提出“未来5年 AI 和云（传统云+ AI 云）要达到1000亿美元”的年收入目标后，吴泳铭这次给出了更清晰的答案。他在财报会上称：基于全球客户 MaaS 服务需求的暴涨， AI 云业务即“百炼”的 ARR（即 AI 模型和应用服务年化收入）到今年6月将突破百亿元， 到今底将超过300亿元 ； 此外，预计未来一年，阿里 AI 相关收入占比将突破50%，成为阿里云收入增长的主要引擎。 阿里云如今已是年收入超千亿的业务，50%的占比意味着数百亿营收增量。 为转型缴纳巨额入场费导致利润显著受损后，阿里管理层终于给市场吃了一颗...
(RTTNews) - The Japanese market is trading modestly lower on Friday after opening in the green, extending the losses in the previous session, following the broadly positive cues from Wall Street overnight. The Nikkei 225 is falling below the 62,550 level, with weakness in technol
(RTTNews) - The Japanese market is trading modestly lower on Friday after opening in the green, extending the losses in the previous session, following the broadly positive cues from Wall Street overnight. The Nikkei 225 is falling below the 62,550 level, with weakness in technol
The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.
The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.
Earnings Call Insights: FitLife Brands (FTLF) Q1 2026 Management View "For the first quarter of 2026, total revenue was $25.3 million, an increase of 59% compared to the same quarter last year, with the increase driven primarily by the acquisition of Irwin, partially offset by weakness in Legacy FitLife," said (Chairman & CEO Dayton Judd). "Gross margin was 37.6% compared to 43.1% during the first...
Earnings Call Insights: FitLife Brands (FTLF) Q1 2026 Management View "For the first quarter of 2026, total revenue was $25.3 million, an increase of 59% compared to the same quarter last year, with the increase driven primarily by the acquisition of Irwin, partially offset by weakness in Legacy FitLife," said (Chairman & CEO Dayton Judd). "Gross margin was 37.6% compared to 43.1% during the first quarter of 2025," Judd said, adding that the decline was "primarily due to the acquisition of Irwin" and that the company expects Irwin margins "to continue to increase over time" as it works through supply chain initiatives. Judd emphasized leverage and debt paydown following the Irwin acquisition: "We made a scheduled amortization payment of approximately $1.5 million during the first quarter, bringing our term loan balance to $37.6 million" and "paid down an additional $1.4 million" on the revolver, ending at "$4.2 million," while stating, "We intend to continue to deploy excess free cash flow to further reduce indebtedness." On channel and product catalysts, Judd highlighted accelerating Irwin Amazon sales and new brick-and-mortar placement: "we are encouraged by the continued growth of Irwin's Amazon business with revenue in April reaching approximately $900,000" and "excited to announce the launch of 2 MusclePharm SKUs in several hundred Kroger stores nationwide beginning in June." No prepared remarks from the CFO (CFO Jacob York) were included in the transcript, and no CFO direct quote was provided. Outlook Management did not provide formal guidance in Q1 2026; the prepared remarks focused on operational priorities and leading indicators (Amazon growth, out-of-stocks, and wholesale placement) rather than quantified companywide revenue or EPS targets. Judd framed an internal milestone for Irwin on Amazon: "I don't see a reason why we wouldn't get to at least $1 million a month," citing additional SKU listings still being set up, out-of-stock recovery, a Canada launch...
Singapore Management University ’s endowment has named Don Guo as chief investment officer, turning to a Prudential Plc veteran to oversee the $1.2 billion fund. Guo started on April 1, replacing Harvey Toor , who will leave the school at the end of June, a spokesperson for the university confirmed in an emailed statement. Guo was group CIO of insurer Prudential from September 2022 until he steppe...
Singapore Management University ’s endowment has named Don Guo as chief investment officer, turning to a Prudential Plc veteran to oversee the $1.2 billion fund. Guo started on April 1, replacing Harvey Toor , who will leave the school at the end of June, a spokesperson for the university confirmed in an emailed statement. Guo was group CIO of insurer Prudential from September 2022 until he stepped down last year. The endowment stood at S$1.5 billion ($1.2 billion) as of March 31. It invests across asset classes including private equity and hedge funds, the spokesperson said.
Currency traders are increasingly alert to the risk of further market intervention by Japan following a 1% slide in the yen this week that has pushed it to 158 per dollar. The yen has now retraced more than half of the gains triggered by multiple rounds of intervention in the period from April 30 through Japan’s Golden Week holidays. It traded at 158.47 as of 10:17 a.m. in Tokyo on Friday, putting...
Currency traders are increasingly alert to the risk of further market intervention by Japan following a 1% slide in the yen this week that has pushed it to 158 per dollar. The yen has now retraced more than half of the gains triggered by multiple rounds of intervention in the period from April 30 through Japan’s Golden Week holidays. It traded at 158.47 as of 10:17 a.m. in Tokyo on Friday, putting it on track for its biggest weekly loss in two months. Elevated oil prices, broad dollar strength and the Iran conflict continue to weigh on the yen, along with the impact of Japan’s wide interest-rate gap with the US. Given that there is little prospect of an early end to tension in the Middle East, and that the Bank of Japan won’t decide on interest rates again until mid June, market intervention looms as the obvious tool for authorities to use to stem yen weakness. The threat of Japan wading into the market is for now reducing the likelihood of dollar-yen going to 160, according to Vincent Chung , a portfolio manager at T. Rowe Price. “The effectiveness of further intervention will likely be determined by whether there is dollar weakness as well,” he said. “An accelerated hiking cycle for BOJ would also help close the interest rate differential gap.” While Japan has continued to decline to comment directly on whether it intervened to prop up the yen, people familiar with the matter have said authorities came into the market on April 30. Analysis of the central bank’s accounts indicates likely intervention of around as much as ¥10 trillion yen ($63 billion) from then through to the end of Japan’s Golden Week holidays on May 6. Bank of Japan board member Kazuyuki Masu on Thursday called for interest rates to be increased as soon as possible , provided there is no indication of the economy running into trouble, citing more enduring inflationary risks from the war in Iran. Overnight index swaps imply traders are pricing in a 77% chance of a June rate hike. At the same time,...
Grenade-Type IED Found At Alabama Dam Raises Alarm Over Critical Infrastructure Threats Divers recovered and safely detonated a grenade-type improvised explosive device at the J.B. Converse Reservoir dam in Mobile, Alabama, a federally designated critical infrastructure site that supplies the region's drinking water. Local outlet Fox10TV reports that the Gulf Coast Regional Maritime Response and R...
Grenade-Type IED Found At Alabama Dam Raises Alarm Over Critical Infrastructure Threats Divers recovered and safely detonated a grenade-type improvised explosive device at the J.B. Converse Reservoir dam in Mobile, Alabama, a federally designated critical infrastructure site that supplies the region's drinking water. Local outlet Fox10TV reports that the Gulf Coast Regional Maritime Response and Render-Safe Team retrieved and detonated the grenade-type IED at the 3,600-acre artificial reservoir, which holds about 17 billion gallons of water and serves as the primary drinking water source for the 350,000 people in the Mobile area. 🚨WHAT THE HELL?!!!! Divers doing a ROUTINE maintenance check at the Converse Reservoir dam in Mobile, AL... ...just found an underwater IED!!!! Apparently a grenade-type bomb was sitting submerged at the bottom of a dam that holds an entire city's DRINKING WATER. It took… pic.twitter.com/Rh5VQMspcU — Matt Van Swol (@mattvanswol) May 14, 2026 Divers conducting routine maintenance surveys found the device, prompting a multi-agency response that included the Mobile County Sheriff's Office, the FBI Bomb Squad, the Mobile Police Department Explosive Ordnance Detail, the ALEA Bomb Squad, and the Daphne Search and Rescue Team. The Department of Homeland Security was notified of the incident. " This is an unprecedented threat, and we are fortunate that this device was discovered before it could cause serious damage to our water supply or harm to individuals. We are grateful for the professionalism and competency of our law enforcement partners – as well as the quick thinking of our contractors and divers – in identifying this device and safely destroying it ," Bud McCrory, the director of Mobile Area Water and Sewer System, stated. The incident recalls a 2010 report from Texas , when federal agents warned that Mexican drug cartels were plotting to blow up a border dam. The broader infrastructure security concern today is far more serious, given the...