Amazon has launched Amazon Supply Chain Services, putting it in direct competition with United Parcel Service (NYSE:UPS) in global logistics. UPS is accelerating its exit from lower margin Amazon delivery volumes following this development. The company is planning significant job cuts and putting more focus on its healthcare logistics operations. UPS is one of the largest parcel delivery and logistics companies, and Amazon moving further into end to end logistics changes the competitive...

Qnity Electronics, Inc. reported past first‑quarter 2026 results with sales of US$1.32 billion, net income of US$151 million, and basic earnings per share from continuing operations of US$0.72, while also raising its full‑year net sales outlook to between US$5.23 billion and US$5.38 billion. The company tied its stronger outlook to demand for materials and packaging used in artificial intelligence and advanced computing, underpinned by collaborations with NVIDIA and participation in Apple’s...

5月14日热门中概股多数上涨， 纳斯达克 中国金龙指数（HXC）收高3.89%。 上涨个股（按市值从高到低）： 台积电 涨0.62%， 阿里 巴巴 涨8.18%， 拼多多 涨4.04%， 日月光半导体 涨3.46%， 网易 涨2.44%， 百度 涨7.55%， 京东 涨7.24%， 中华电信 涨0.30%，携程涨0.52%， 贝壳 涨5.73%， 富途 控股涨4.17%， 理想 汽车涨6.83%，小鹏汽车涨3.12%， 蔚来 涨7.57%，满帮涨5.63%， 哔哩哔哩 涨4.30%， 慧荣科技 涨4.31%，万国数据涨6.90%， 新东方 涨0.25%， 唯品会 涨2.94%，BOSS直聘涨3.80%， 金山云 涨17.05%，名创优品涨5.32%，小马智行涨1.81%，微牛涨0.85%， 奇景光电 涨7.72%，欢聚涨2.37%。 下跌个股（按市值从高到低）： 联电 跌0.87%， 中通 跌0.78%， 华住酒店集团 跌3.32%， 腾讯音乐 跌1.21%，中国新城农村跌4.04%，WSP控股跌0.86%，亚朵集团跌3.39%。 美股周三收盘涨跌不一，纳指与标普500指数再创历史新高。美国4月PPI同比飙升6%，创2022年以来最大涨幅，显示美国通胀压力升温。PPI报告后美债收益率升至10个月高位。美国参议院以54票对45票批准沃什出任美联储主席。 道指跌67.36点，跌幅为0.14%，报49693.20点；纳指涨314.14点，涨幅为1.20%，报26402.34点；标普500指数涨43.29点，涨幅为0.58%，报7444.25点。 领涨中概股列表： 领跌中概股列表： （截图来自新浪财经APP 行情-美股-中概股热门板块）下载新浪财经APP 责任编辑：张俊 SF065

Cisco CEO Chuck Robbins speaks at the Semafor World Economy summit in Washington on April 15, 2026. Alex Wong | Getty Images Cisco shares soared in extended trading on Wednesday after the company issued results and guidance that topped Wall Street's projections. Here's how the company did in comparison with LSEG consensus: Earnings per share: $1.06 adjusted vs. $1.04 expected Revenue: $15.84 billion vs. $15.56 billion expected Revenue increased 12% in the quarter ended April 25, from $14.15 billion a year earlier, Cisco said in a statement. Net income rose to $3.37 billion, or 85 cents per share, from $2.49 billion, or 62 cents per share, a year earlier. For the fiscal fourth quarter, Cisco called for $1.16 to $1.18 in adjusted earnings per share on $16.7 billion to $16.9 billion in revenue. Analysts polled by LSEG were looking for $1.07 in adjusted earnings per share on $15.82 billion in revenue. Cisco said it's received $5.3 billion in artificial intelligence infrastructure and hyperscaler orders so far this year, and raised its expected orders for the fiscal year to $9 billion, up from $5 billion. The company said it expects revenue in that market for the fiscal year of $4 billion, up from a prior projection of $3 billion. While Cisco has trailed many of its data center peers in the AI race, Wall Street has been rallying to the company's story of late, pushing the stock to a record late last year, finally surpassing its dot-com high. The shares have continued to climb this year, gaining 33%, topping the Nasdaq's 14% advance. During the quarter, Cisco announced switches and routers that use its next-generation processor. The company also debuted a leaderboard for ranking generative AI models based on how their robustness against cybersecurity attacks. Cisco's networking revenue increased 25% to $8.82 billion, exceeding the $8.47 billion consensus among analysts polled by StreetAccount. Security revenue was flat at about $2 billion, compared to StreetAccount's $1.9...

格隆汇5月14日｜乌克兰内政部长顾问：俄军推进速度极为缓慢，乌军正在扩大“杀伤区”。普京也正在被误导。

EquipmentShare.com Inc. press release ( EQPT ): Q1 GAAP EPS of -$0.20 beats by $0.02 . Revenue of $989M beats by $89.02M . As of March 31, 2026, total available liquidity was $1,605 million, which included availability on the asset-based revolving credit facility of $1,276 million and cash and cash equivalents of $329 million. Net leverage(8) decreased to 2.8x as of March 31, 2026, from 3.2x as of March 31, 2025. More on EquipmentShare.com Inc. EquipmentShare.com: A Much More Compelling Set-Up Here EquipmentShare.com Inc. (EQPT) Q4 2025 Earnings Call Transcript Goldman Sachs cuts IPO forecast; biggest IPOs since 2025 ranked by market cap Largest IPOs of the last 90 days register mixed debut Historical earnings data for EquipmentShare.com Inc.

Jack in the Box ( JACK ) reported same-store sales were down 3.8% year-over-year in FQ2, with a franchise same-store sales decline of 3.9% vs. -2.5% consensus and a company-operated same-store sales drop of 2.8% vs. -1.8% consensus. The restaurant operator noted that the weakness was primarily from a decline in transactions, partially offset by an increase in price. Total sales fell 3.8%. Restaurant-level margin was down 320 basis points during the quarter to 16.4% of sales vs. 18.0% consensus. The decrease was noted to be primarily from a decline in transactions, partially offset by an increase in price. Franchise-level margin was 37.9% from 40.0% a year ago due to lower sales driving lower rent revenue and royalties and a decrease in the number of restaurants as part of the 'JACK on Track' closure program, as well as lower lease termination fees. Operating earnings per share was $0.76 vs. $1.25 a year ago. Diluted EPS was $0.65 vs. $1.09 a year ago. The restaurant operator's net Jack in the Box restaurant unit growth was flat for the quarter. JACK ended the quarter with 1,979 franchised locations and 149 company-owned locations. "Second quarter results did not meet expectations; however, trends have improved into the third quarter. Jack in the Box is an iconic brand, and I'm eager to dive in with our passionate team and franchisees to further improve operating results," stated interim CEO Darin Harris on the quarter. Looking ahead, the company sees 2026 adjusted EBITDA of $225M to $235M. In a C-suite move, Jack in the Box ( JACK ) announced that its board appointed Mark King as executive chairman and interim chief executive officer, effective immediately. King, a member of the board since November 2025 and its chair since March 2026, succeeds Lance Tucker. Jack in the Box ( JACK ) has made some dramatic moves since facing activist pressure from Sardar Biglari and his Biglari Capital. The company's response included a limited-duration shareholder rights plan and bo...

思科美股盘后涨超14%。

(RTTNews) - Cisco Systems Inc. (CSCO) released a profit for its third quarter that Increases, from the same period last year

Earnings Call Insights: Xtant Medical Holdings (XTNT) Q1 2026 Management View "Since our last quarterly update, Xtant Medical has achieved multiple significant milestones that position us for sustained growth," said President, CEO & Director Sean Browne, highlighting: "We strengthened our balance sheet with proceeds from the Companion Spine transaction, secured transformational license agreement with Dilon Technologies that moves us into the multibillion-dollar hemostatic agent market and advanced our innovation track record with the commercial launch of Trivium Shaped. With that as a backdrop, we are raising our full year 2026 revenue guidance to $101 million to $105 million" (President, CEO & Director Sean Browne). "Through this agreement, we acquired exclusive U.S. distribution rights to Dilon's HEMOBLAST Bellows product" and "gives us entry into an estimated $2 billion global addressable market for hemostatic products" (President, CEO & Director Browne). "As part of the agreement, we have hired Dilon's team of 21 sales professionals" and "doubling the number of regional sales reps in the field in 2026," while adding that "we still plan to add significant resources to our national accounts team" (President, CEO & Director Browne). "We are pleased to announce that in March that we received the final $10.7 million" from Companion Spine and "the total purchase price for the 2 divestitures was $21.4 million"; Browne said the proceeds were used "to reduce our borrowings and strengthen our cash position" and to "sharpen our focus on our core high-margin biologics business" (President, CEO & Director Browne). "Total revenue for the first quarter of 2026 was $20.9 million" and "gross margin for the first quarter of 2026 was 57.3%," while "net loss for the first quarter of 2026 was $3.1 million or $0.02 per basic and diluted share" (Chief Financial Officer Scott Neils). Outlook "We are raising our full year 2026 revenue guidance to be in the range of $101 million to $105 ...

格隆汇5月14日｜伊朗外长阿拉格齐：任何与以色列勾连、试图制造分裂的人，都将被追究责任。

July NY world sugar #11 (SBN26 ) on Wednesday closed up +0.37 (+2.47%), and Aug London ICE white sugar #5 (SWQ26 ) closed up +13.70 (+3.10%). Sugar prices rallied sharply on Wednesday and posted 1-week highs amid an outlook for tighter global sugar supplies. On Wednesday, consultant Datagro raised its...

July ICE NY cocoa (CCN26 ) on Wednesday closed down -194 (-4.23%), and July ICE London cocoa #7 (CAN26 ) closed down -159 (-4.63%). Cocoa prices retreated on Wednesday amid selling pressure from producers who are locking in higher prices after this week's rally to 3.5-month highs. Also, Wednesday's stronger...

A rebound for technology stocks led Wall Street to records, even though the majority of U.S. stocks fell following another discouraging update on inflation. The Dow Jones Industrial Average dipped 0.1%, and the Nasdaq composite climbed 1.2% to its own record. Nvidia and other tech stocks led the way, a day after stumbling in an industrywide swoon.

格隆汇5月14日｜思科(CSCO.O)财报公布后，盘后上涨13%。

J Studios/DigitalVision via Getty Images Artificial intelligence chipmaker Cerebras Systems ( CBRS ) is expected to price its initial public offering at $185 a share. The AI chipmaker will set the price above an earlier range of $150 to $160 a share, according to a Bloomberg report on Wednesday, which cited people familiar with the matter. The IPO has drawn orders for more than 20 times the number of shares available, according to the report. Cerebras ( CBRS ) on Monday increased its IPO, seeking to raise as much as $4.8B, according to a filing. The AI chipmaker was offering 30M shares at $150 to $160 each, up from a previous 28M shares at $115 to $125 each. Earlier Wednesday, Bloomberg reported that Arm Holdings ( ARM ) and its majority owner Softbank Group ( SFTBY ), made an offer to purchase AI computing firm Cerebras Systems ( CBRS ) weeks before its planned initial public offering. More on Cerebras Systems Wall Street Brunch: IPOs Headline The Week's Show Wall Street Lunch: AI Chipmaker Seeks $3.5B In IPO, Eyes $26.5B Valuation Cerebras: Trying To Disrupt Nvidia's Inference Monopoly Arm, Softbank made last-ditch effort to buy Cerebras before IPO - report Cerebras Systems added as a new long idea ahead of IPO

The Trump administration on Wednesday publicly renewed an offer of US$100 million in humanitarian aid to Cuba, stepping up pressure on Havana despite Beijing’s continued political and economic backing for the island. The announcement came as US President Donald Trump travelled to China this week for talks with Chinese President Xi Jinping, with Trump saying before departure that Cuba would be among the issues discussed during the visit. In a statement issued on Wednesday, the State Department...

PDF Solutions ( PDFS ) on Wednesday said it launched an underwritten public offering of about 3.81M shares of common stock, including 3.31M shares from selling shareholder Advantest America ( ATEYY ) and 500,000 shares from the company. The underwriters have a 30-day option to buy up to an additional 571,038 shares from the company. Morgan Stanley is acting as sole active book-running manager, with Wells Fargo Securities, Societe Generale, and Needham & Company serving as book-running managers. Stock down -6.7% in aftermarket More on PDF Solutions PDF Solutions, Inc. (PDFS) Q1 2026 Earnings Call Transcript PDF Solutions: What The Outlook Says And Does Not Say PDF Solutions, Inc. (PDFS) Q4 2025 Earnings Call Transcript PDF Solutions reconfirms 20% revenue growth target as it plans 6 eProbe shipments in 2026 PDF Solutions Non-GAAP EPS of $0.31 beats by $0.08, revenue of $60.1M beats by $0.39M

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APPlife Reports Third Quarter Fiscal 2026 Financial Results

The agents, built using Google's AI models, enable enterprise-scale deployment of agentic AI across telecom workflows JERSEY CITY, NJ / ACCESS Newswire / May 13, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications ...

peshkov/iStock via Getty Images Nebius’ ( NBIS ) Q1 2026 earnings were not just strong. They were a signal that the company is moving from AI infrastructure promise to AI infrastructure execution. (Source: Author) Revenue grew 684% year over year to $399 million, while Nebius AI Cloud revenue reached $389.7 million, up 841% year over year. The AI cloud business now represents roughly 98% of group revenue, which means the investment case has become much cleaner: Nebius is now primarily an AI cloud and AI factory company. The stock remains high-risk because this is a capital-intensive buildout. But the important development is that dilution and capex are now being matched by real customer demand, real operating leverage, and strategic validation from Meta ( META ) and NVIDIA ( NVDA ). My thesis is simple: Nebius is one of the cleanest public market bets on the industrialization of AI compute. Nebius Is No Longer Just A Story Stock There are moments in a company’s life when the narrative either collapses under the weight of execution, or execution finally catches up with the narrative. Nebius just had one of those quarters. For much of the past year, the debate around Nebius was simple: is this another AI infrastructure hype vehicle, or is this one of the few companies actually positioned to build the physical layer of the AI economy? Q1 2026 pushed the answer closer to the second camp. Group revenue reached $399 million, up from $50.9 million a year ago. Adjusted EBITDA moved from a $53.7 million loss last year to $129.5 million positive this quarter. Cash and equivalents ended the quarter at $9.3 billion. That is not a minor inflection. It tells us that Nebius is not just raising capital into an AI dream. It is turning capacity into revenue, revenue into operating leverage, and strategic partnerships into financing power. Nebius is no longer being valued only on what it might build. The market now has numbers showing what happens when the AI factory turns on. The Rea...

CIA, Mexico Criticize CNN Report Claiming US Directly Participated In Bombing Of Cartels In Mexico Authored by Kimberly Hayek via The Epoch Times (emphasis ours), The Central Intelligence Agency and Mexico are criticizing CNN for spreading false information after the news outlet published a report - citing anonymous sources - claiming that CIA operatives had directly participated in targeted killings as part of the U.S. intelligence agency’s alleged “secret war” against cartel members in Mexico. A man walks across the CIA seal in the lobby of the agency headquarters in Langley, Va., on Aug. 14, 2008. Saul Loeb/AFP via Getty Images The report, published on May 12, alleged that CIA Ground Branch officers had been present at or involved in targeted assassinations on mostly mid-level cartel members over the past year , including a March 28 vehicle explosion on a congested highway in Tecámac, in the State of Mexico just outside Mexico City, that killed Francisco Beltrán—known as “El Payín”—an alleged Sinaloa Cartel member, and his driver. “ This is false and salacious reporting that serves as nothing more than a PR campaign for the cartels and puts American lives at risk ,” CIA spokeswoman Liz Lyons said in a statement on X. Mexican Security Secretary Omar García Harfuch also rejected the report. “The Government of Mexico categorically rejects any version that seeks to normalize, justify or suggest the existence of lethal, covert or unilateral operations by foreign agencies on national territory,” he wrote on X. “Any international cooperation is limited to the exchange of information, institutional coordination and formal mechanisms established by the Government of Mexico.” CNN and the U.S. Department of Homeland Security did not immediately return a request for comment. The State of Mexico Attorney General’s Office has also issued a statement that “firmly rejects” any of its members telling journalists that an explosive device had been planted inside Beltrán’s vehicle, ...

Oli Scarff/Getty Images News BP ( BP ) will meet with union leaders on Monday to resume contract negotiations ​for workers at its Whiting, Indiana, oil ‌refinery, the company and United Steelworkers union said Wednesday, according to Reuters. ~ 800 workers ​at the 440K bbl/day refinery, the largest in the U.S. Midwest, ‌have ⁠been locked out since March 19 after months of negotiations failed to produce a new labor contract. "We look forward to returning to the negotiating ​table to work toward an agreement ​that preserves strong jobs [while] keeping the site ​competitive in a range of economic conditions over ​the long term," ​BP ( BP ) said in a statement. "We will again ask [BP] to ​lift ⁠their lockout and to move away from their demands to cut more than 100 local jobs, ⁠make ​sweeping pay cuts and ​that we give up our bargaining and seniority rights," United Steelworkers Local 7-1 President Eric Schultz said. More on BP BP: Risks Are Now To The Upside BP: The Market Still Underestimates This Turnaround BP Q1 2026 Earnings Call Transcript

ClearPoint Neuro, Inc. press release ( CLPT ): Q1 GAAP EPS of -$0.32 misses by $0.05 . Revenue of $12.13M (+42.9% Y/Y) beats by $0.16M . At March 31, 2026, the Company had cash and cash equivalents totaling $35.6 million as compared to $45.9 million at December 31, 2025, with the decrease resulting from the use of $8.0 million in cash for operating activities and $2.0 million in cash paid for taxes related to the net share settlement of equity awards. The Company expects cost synergies resulting from the acquisition of IRRAS to contribute to a reduction in cash burn in the second half of 2026 and believes that the asset integration could potentially be cash neutral for the full year 2027. Business Outlook The Company estimates revenue in 2026 to be between $52.0 million and $56.0 million vs consensus of $53.3M. More on ClearPoint Neuro, Inc. ClearPoint Neuro: Temporary Headwinds Don't Change The Long-Term Outlook ClearPoint Neuro, Inc. (CLPT) Q4 2025 Earnings Call Transcript ClearPoint Neuro, Inc. Q1 2026 Earnings Preview ClearPoint Neuro plunges as FY26 guidance falls below analysts' estimates Seeking Alpha’s Quant Rating on ClearPoint Neuro, Inc.

Seeking Alpha More on Cisco S&P 500: Everyone Is Now An Earnings Expert, And A Quick Look At Cisco's Expected Earnings Cisco Q3 Earnings Preview: Margin Focus As Shares Trade Near Highs Cisco: The AI Top-Line Boom Can't Hide The Free Cash Flow Problem Cisco Non-GAAP EPS of $1.06 beats by $0.02, revenue of $15.84B beats by $280M Cisco options market pricing 8% post-earnings move

iFabric Corp. (TSX: IFA) on Wednesday said it entered into a bought deal agreement with a syndicate of underwriters led by Beacon Securities Limited for a treasury and secondary share offering valued at about $20 million. The company said the underwriters agreed to purchase 4.06 million treasury shares at $3.70 apiece for gross proceeds of about $15 million to iFabric, and 1.35 million secondary shares from selling shareholders for gross proceeds of about $5 million. The underwriters were also granted an option to purchase up to an additional 15% of the shares sold in the offering to cover over-allotments and market stabilization activities. iFabric said it plans to use the net proceeds from the treasury offering for product development, sales and marketing expansion, working capital and general corporate purposes. The company will not receive proceeds from the secondary offering. The offering is expected to close on or about June 4, subject to customary approvals and closing conditions. Source: Press Release More on iFabric Corp. iFabric Corp. (IFA:CA) Q4 2025 Earnings Call Transcript iFabric Corp. GAAP EPS of -$0.01 Historical earnings data for iFabric Corp. Financial information for iFabric Corp.

思科将裁员不到4000人，不到员工总数的5%。（财联社）

北京时间5月14日凌晨，美股周三收盘涨跌不一，纳指与标普500指数再创历史新高。美国4月PPI同比飙升6%，创2022年以来最大涨幅，显示美国通胀压力升温。PPI报告后美债收益率升至10个月高位。美国参议院以54票对45票批准沃什出任美联储主席。 道指跌67.36点，跌幅为0.14%，报49693.20点；纳指涨314.14点，涨幅为1.20%，报26402.34点；标普500指数涨43.29点，涨幅为0.58%，报7444.25点。 科技股表现优于市场其他板块，此前有报道称英伟达首席执行官黄仁勋随同美国总统特朗普访华。而因美以对伊战争导致的能源价格上涨所引发的通胀担忧，对零售和银行等其他板块构成了压力。英伟达股价收高2.3%。 美光 科技上涨4.8%。 Vital Knowledge的Adam Crisafulli写道：“他在最后一刻加入特朗普的中国之行，重新点燃了投资者对科技股的兴趣，此前周二的下跌让市场寄望于H200芯片能取得突破。全球最大公司的CEO随同本国总统参与一次关键的地缘政治访问，这一点不应让任何人感到意外，也绝非重新买入芯片股的理由，但该板块近期表现并不理性。” 在人工智能交易重新升温的背景下，半导体股近期大幅上涨，引领整体市场重返历史高位。 当然，在美国消费者通胀数据高于预期后，标普500和 纳斯达克 周二从历史高点回落。 周三投资者迎来另一项通胀数据——4月生产者价格指数。2026年4月，美国批发价格同比涨幅创下三年多来最高水平，预示着随着产业链上游成本压力加剧，通胀形势将更加严峻。 美国劳工统计局周三发布的数据显示，生产者价格指数（PPI）经季节性调整后环比上涨1.4%，远高于 道琼斯 调查经济学家预期的0.5%，也高于3月份上修后的0.7%环比涨幅，创2022年3月以来最大单月增幅。 同比来看，PPI上涨6%，为2022年12月以来最高涨幅。剔除食品和能源价格后，核心PPI环比上涨1%，高于预期的0.4%；剔除食品、能源及贸易服务后，PPI环比上涨0.6%。 能源价格是此次生产者价格超预期大涨的主因，同样也是周二劳工统计局公布的居民消费价格飙升的核心推手。 劳工统计局数据显示，在PPI涨幅中，商品价格上涨的约四分之三来自最终需求能源价格7.8%的飙升；其中超40%的涨幅源于汽油价格大涨15.6%——当月美以对伊发动战争，冲击全球能源市场，美...

StubHub Holdings, Inc. press release ( STUB ): Q1 GAAP EPS of $0.06 beats by $0.05 . Revenue of $446M beats by $20.97M . Net income of $48.0 million, representing an 11% net income margin, compared to a net loss of $22.2 million in the prior-year period. Adjusted EBITDA1 of $72.1 million, representing a 16% adjusted EBITDA margin, a 50% increase compared to $47.9 million in the prior-year period. Net cash provided by operating activities of $298.4 million, inclusive of net inflows of buyer receipts and seller payments, an 88% increase compared to $158.3 million in the prior-year period. Free cash flow1 of $290.6 million, a 92% increase compared to $151.1 million in the prior-year period. Cash and cash equivalents of $1.5 billion; payments due to sellers of $1.0 billion. More on StubHub Holdings, Inc. StubHub: The Moat Has Improved StubHub Stock Is Severely Underrated StubHub: More Compelling After The Drop, With Profit Expected To Rebound In 2026 (Rating Upgrade) Goldman Sachs cuts IPO forecast; biggest IPOs since 2025 ranked by market cap StubHub to refund $10M to settle FTC complaint over hidden fees