Douglas Rissing Alphabet's ( GOOG ) Google DeepMind, Microsoft ( MSFT ), and xAI ( X.AI ) have agreed to give the U.S. government early access to their AI models to evaluate the systems' capabilities and help improve security. The U.S. Commerce Department’s Center for AI Standards and Innovation, or CAISI, said that through these expanded industry collaborations, it will conduct pre-deployment evaluations and targeted research to better assess frontier AI capabilities and advance the state of AI security. Following the agreements, the three companies join OpenAI ( OPENAI ) and Anthropic ( ANTHRO ) in allowing pre-release reviews of their models by CAISI. In August 2024, CAISI, which was formerly known as the Artificial Intelligence Safety Institute, announced agreements with OpenAI and Anthropic related to this. CAISI added that these agreements build on previously announced partnerships, which have been renegotiated to reflect its directives from the secretary of commerce and America's AI Action Plan. CAISI noted that its agreements with frontier AI developers enable government evaluation of AI models before they are publicly available, as well as post-deployment assessment and other research. To date, CAISI has completed over 40 such evaluations, including on state-of-the-art models that remain unreleased. "Independent, rigorous measurement science is essential to understanding frontier AI and its national security implications," said CAISI Director Chris Fall. "These expanded industry collaborations help us scale our work in the public interest at a critical moment." Google, xAI, SpaceX, and Microsoft did not immediately respond to Seeking Alpha's request for comment. Last week, the Department of War, also known as the Department of Defense, inked agreements with ChatGPT maker OpenAI; Google; Elon Musk’s SpaceX ( SPACE ), which owns xAI ( X.AI ), the maker of AI chatbot Grok; Microsoft ( MSFT ); Amazon's ( AMZN ) Amazon Web Services; Nvidia ( NVDA ); Oracle ( ORC...

格隆汇5月5日｜以色列国防军：在米斯加夫·阿姆地区响起了关于敌方飞机渗透的警报。

ozgurdonmaz/iStock Unreleased via Getty Images Apple Inc. ( AAPL ) has spent nearly three generations proving that betting against its products is usually a bad idea. But every so often, the Buy case becomes far more compelling than usual, and I think that's exactly where Apple stock stands today. The company just delivered a record quarter , with revenue, margins, operating income, and earnings all moving higher. iPhone demand came in stronger than expected, Services reached another all-time high, and management's guidance suggests momentum isn't fading. At the same time, Apple's preparing for what could be one of its most important product launches in years, with a rumored foldable iPhone potentially arriving at the same time as the iPhone 18 Pro. Sprinkle in a new CEO , John Ternus, who is a product-focused Apple veteran, and the thesis becomes all the more compelling. Sure, there are risks, but, in my view, those concerns overshadow what could be a "once in a generation" buying opportunity on the backs of record earnings, expanding margins, loyal ecosystem demand, and a new hardware catalyst. Spoiler: My Strong Buy rating on Apple remains unchanged. What was in Apple's second-quarter fiscal 2026 earnings? Revenue for the second quarter of 2026 landed at around $111.2 billion, which was up nearly 17% compared to the same period last year. This was a new March-quarter record for Apple, but more importantly, revenue came in above management's own guided range of 13% to 16% growth. That says a lot about the demand, and all of this was driven by growth across the business. Speaking of which, here's a glance at Apple's segmental performance: Segments Q2FY26 Q2FY25 YOY Change iPhone $56,994 $46,841 +21.7% Services $30,976 $26,645 +16.3% Mac $8,399 $7,949 +5.7% Wearables, Home & Accessories $7,901 $7,522 +5% iPad $6,914 $6,402 +8% Total $111,184 $95,359 +16.6% Click to enlarge Note: USD in Millions. As you might also have noticed, iPhone and Services were the standouts ...

ozgurdonmaz/iStock Unreleased via Getty Images Apple Inc. ( AAPL ) has spent nearly three generations proving that betting against its products is usually a bad idea. But every so often, the Buy case becomes far more compelling than usual, and I think that's exactly where Apple stock stands today. The company just delivered a record quarter , with revenue, margins, operating income, and earnings all moving higher. iPhone demand came in stronger than expected, Services reached another all-time high, and management's guidance suggests momentum isn't fading. At the same time, Apple's preparing for what could be one of its most important product launches in years, with a rumored foldable iPhone potentially arriving at the same time as the iPhone 18 Pro. Sprinkle in a new CEO , John Ternus, who is a product-focused Apple veteran, and the thesis becomes all the more compelling. Sure, there are risks, but, in my view, those concerns overshadow what could be a "once in a generation" buying opportunity on the backs of record earnings, expanding margins, loyal ecosystem demand, and a new hardware catalyst. Spoiler: My Strong Buy rating on Apple remains unchanged. What was in Apple's second-quarter fiscal 2026 earnings? Revenue for the second quarter of 2026 landed at around $111.2 billion, which was up nearly 17% compared to the same period last year. This was a new March-quarter record for Apple, but more importantly, revenue came in above management's own guided range of 13% to 16% growth. That says a lot about the demand, and all of this was driven by growth across the business. Speaking of which, here's a glance at Apple's segmental performance: Segments Q2FY26 Q2FY25 YOY Change iPhone $56,994 $46,841 +21.7% Services $30,976 $26,645 +16.3% Mac $8,399 $7,949 +5.7% Wearables, Home & Accessories $7,901 $7,522 +5% iPad $6,914 $6,402 +8% Total $111,184 $95,359 +16.6% Click to enlarge Note: USD in Millions. As you might also have noticed, iPhone and Services were the standouts ...

格隆汇5月5日｜社交媒体Pinterest公布，第一季度收入同比增长18%至10.1亿美元，高于市场预期的9.66亿美元；调整后EBITDA为2.07亿美元，高于市场预期的1.76亿美元；调整后每股盈利27美仙，高于市场预期的23美仙。首季月活跃用户同比增长11%至6.31亿，符合市场预期；每用户平均收益1.61美元，高于市场预期的1.54美元。

Poca Wander Stock/iStock via Getty Images James River Group Holdings ( JRVR ) was trading lower as Citizens downgraded the stock following first-quarter earnings, citing product liability headwinds that persist. Shares were 11.58% down to $5.42 during pre-market trading on Tuesday. The company reported Q1 non-GAAP EPS of $0.12, which misses the average analyst estimate by $0.15, and revenue of $151.38M (-12.1% Y/Y), which misses by $14.84M. The EPS was impacted by a $6.7M reinsurance reinstatement premium associated predominantly with one casualty E&S (excess and surplus) claim, according to analysts Matthew Carletti, Karol Chmiel, and David Samar. The downgrade was "supported by our probability-weighted scenario analysis following Q1 results that disappointed and used two-thirds of the remaining E&S ADC limit, leaving only $7.5M available for potential further adverse development," said the research note. Citizens cut its recommendation on the stock to Market Perform from Market Outperform. The rating aligns with Seeking Alpha's Quant Rating of Hold. The Wall Street analysts grade the stock as Buy. More on James River James River Group Holdings, Inc. (JRVR) Q4 2025 Earnings Call Transcript James River outlines mid-teen return on equity target through technology and expense discipline Seeking Alpha’s Quant Rating on James River Historical earnings data for James River Dividend scorecard for James River

(RTTNews) - Sotera Health Company (SHC), a provider of sterilization solutions, lab testing, and advisory services for the healthcare industry, Tuesday announced that it has appointed Viant Medical CEO Alton Shader as its Chief Executive Officer, effective May 26.

French president pitches in for Nikol Pashinyan, who faces stiff challenge from pro-Russia parties in vote next month Emmanuel Macron has made an unabashed pre-election pitch on behalf of Armenia’s prime minister, Nikol Pashinyan, saying the country’s destiny lay with Europe. The French president also accused Russia of abandoning Armenia after the 2020 Nagorno-Karabakh war that led to Azerbaijan displacing tens of thousands of Armenians. Continue reading...

Palantir Technologies Stock Just Got an AI Forecast Boost. Why Investors Still Paused TechStock²

格隆汇5月5日｜三诺生物5月5日在互动平台回复投资者称，目前欧盟相关法院临时禁令的裁定未导致公司CGM产品生产中断，台架测试、人体临床试验等所需产品供应未受影响，因此预计不会对公司在美国开展的相关临床研究及510（k）申报流程产生影响。

Tamara Harding/iStock Editorial via Getty Images Piper Sandler lowered its rating on Tractor Supply ( TSCO ) to Neutral from Overweight. Analyst Peter Keith pointed to weakening companion animal trends, specifically with dogs, that may be in a structural headwind for several years due to rising pet ownership costs. "We believe the recent pullback in dog ownership (relative to cats) is partially due to higher pet-related costs. In particular, the vet services CPI has increased +60% since 2020. Pet services pricing (grooming, boarding) is up +46%, and pet food pricing has grown +25% (since 2020)," noted Keith. Keith warned that there is a risk that Tractor Supply ( TSCO ) will lower its full-year guidance, particularly after the weak Q1 results. Piper Sandler set a price target on Tractor Supply ( TSCO ) of $36.00. "While 16x is well below TSCO's historic average multiple of 22x, we note TSCO traded with a high-teens multiple in 2017 on the heels of the 2015-2016 agriculture/energy recession," highlighted Keith. Shares of Tractor Supply ( TSCO ) are down more than 35% on a year-to-date basis. More on Tractor Supply Tractor Supply: Unclear Future Ahead Tractor Supply Company (TSCO) Q1 2026 Earnings Call Transcript Tractor Supply Q1: I Locked In 46% And Left, After A 23% Drop, I'm Still Not Back Tractor Supply outlines fresh pet expansion to 700 stores by year-end while reaffirming 1% to 3% comp targets Tractor Supply slides after comparable sales miss estimates

一架从威尼斯飞来的美联航 波音 767飞机在进近纽瓦克机场时撞上了一根灯杆和一辆牵引式挂车；飞机安全着陆，无乘客受伤，美国国家运输安全委员会（NTSB）和联邦航空管理局（FAA）已展开调查。 责任编辑：张俊 SF065

格隆汇5月5日｜PayPal盘前走势逆转，回吐业绩公布后的涨幅，现跳水跌近10%。消息面上，Paypal2026年Q1净营收83.5亿美元，预估80.5亿美元；调整后每股收益1.34美元，预估1.27美元。Paypal计划裁员，新任CEO推行战略以扭转颓势。

Chanson International Holding ( Nasdaq: CHSN ) on Tuesday said it will implement a 1-for-100 share consolidation effective May 7, 2026. The company said its Class A shares will begin trading on a split-adjusted basis on the Nasdaq Capital Market under the same ticker symbol, but with a new CUSIP number. Under the consolidation, every 100 existing shares will be combined into one share, with no fractional shares issued. The move will reduce the company’s outstanding Class A shares to about 3.64 million from roughly 363.9 million, it said. CHSN -21.36% premarket to $0.02 . Source: Press Release More on Chanson International Financial information for Chanson International

Intel Stock (US4581401001): Q1 Revenue Beats Guidance by $1.4B on 04/ 24/ 2026 AD HOC NEWS

More on KKR & Co. KKR Round Two: Poised To Grow Earnings At A Double-Digit Rate KKR: A Compounding Machine Hidden Behind Private Markets Complexity KKR & Co. Inc. (KKR) Shareholder/Analyst Call - Slideshow KKR Q1 earnings beat consensus as monetization activity revives KKR & Co. Q1 2026 Earnings Preview

Key PointsThe 2027 Social Security Cost of Living Adjustment could be higher than it has been in several years.

Elon Musk Reaches $1.5 Million Settlement With SEC Over Twitter Stake Authored by Aldgra Fredly via The Epoch Times, Tech billionaire Elon Musk on May 4 agreed to pay $1.5 million to resolve a Securities and Exchange Commission (SEC) lawsuit alleging he violated securities laws over the delayed disclosure of his Twitter stake. A filing dated May 4 states that Musk’s revocable trust will pay a civil penalty of $1.5 million to the commission as part of the settlement, subject to approval by the court. According to the filing , once the proposed settlement is approved by the court, the SEC will “file a stipulated dismissal of Elon Musk in his personal capacity, which will resolve this case in its entirety.” The SEC filed the lawsuit in January 2025, alleging that Musk violated federal securities laws by delaying disclosure of his stake in Twitter before his bid to buy the platform in 2022. The regulator said Musk crossed the 5 percent ownership threshold in March 2022, triggering a 10-day deadline to make the holding public. Musk did not disclose his holdings until April 2022, when he had already acquired a more than 9 percent stake in Twitter, according to the filing. The SEC said the delay had allowed Musk to buy shares at “artificially low prices” and enabled him to underpay by at least $150 million for his shares after his beneficial ownership report was due. Musk had previously sought to have the SEC suit dismissed. In August 2025, his lawyers argued that the SEC targeted Musk over his outspoken criticism of the regulator and “government overreach.” Separately, in March, a federal jury held Musk liable for misleading Twitter shareholders by driving down the social media platform’s stock price months before acquiring it. The decision followed a civil class action lawsuit filed by Twitter investors in October 2022. Musk agreed to buy Twitter at $54.20 per share in April 2022 but later sought to back out of the deal, prompting the company to take legal action to enfo...

Birchtech ( BCHT ) on Tuesday appointed Michael Mioska as the company’s chief financial officer. Mioska has been an independent consultant providing finance, financial reporting, and M&A advisory-related services to a range of public companies since 2021, including Birchtech since 2023. BCHT -2.47% at $1.58. Press Release More on Birchtech Birchtech prices $15 million public offering, shares to debut on NYSE American Seeking Alpha’s Quant Rating on Birchtech Historical earnings data for Birchtech

伯克希尔·哈撒韦股东在其首次作为CEO出席的年会上给予了格雷格·阿贝尔积极评价，凸显了他对运营的关注、公用事业领域的AI机遇以及对股票回购的谨慎立场。 责任编辑：张俊 SF065

Luis Alvarez Private credit companies like Blue Owl ( OWL ) are positioned for continued growth despite recent market jitters, according to a CNBC interview with analyst Wilma Burdis. A fter conducting a deep dive into Blue Owl’s portfolio, Burdis expressed confidence in the company’s fundamentals, noting that even among the riskiest loans sampled, loan-to-value ratios remained at a reasonable 70%, indicating a solid equity cushion. When asked whether recent sell-offs and fears of contagion were overdone, Burdis was emphatic in her response. “Overdone. Overdone,” she said. “And certainly, we’re seeing very good results in 01/2026. And more importantly, we’re seeing normal results, which I think is what people wanted to see.” Burdis indicated she would be a buyer of Blue Owl and similar stocks even after their recent bounce back. “I think there’s a lot more bouncing back to do for Blue Owl and the others,” she stated. She also pointed to strong fundraising in institutional channels as a positive indicator, noting that institutional investors who are more familiar with these products have continued to invest. The analyst also highlighted the significant opportunity in AI infrastructure spending as a major catalyst for Blue Owl’s growth. Blue Owl’s digital infrastructure and data center business benefit from strong relationships with major hyperscalers, including Meta, Google, and Amazon. According to Burdis, these partnerships date back a decade, when these tech giants’ success was far less certain. “They have great relationships, and certainly they have great ability to build out and deliver these data centers on time and under budget,” Burdis said. “So we think they’re in a good position.” The continued AI CapEx buildout, which she described as “not going anywhere,” should provide a sustained tailwind for Blue Owl’s infrastructure lending business. More related stories The Macro Situation Is Collapsing - Stock Market Still Defiant U.S. Dollar Mostly Softer, Gilts Pl...