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Ten-year inflation expectations at highest point since '23

Seeking Alpha 📅 05/05 18:29
Inflation expectations over the next 10 years have risen to their highest level since 2023. The 10-year inflation breakeven rate — the difference between the 10-year Treasury yield ( US10Y ) ( TBT ) ( TLT ) and the 10-year TIPS yield ( TIP ) — climbed to 2.5% (H/T Bloomberg). The 10-year breakeven last hit 2.5% in March 2023. It also approached that level in October 2023, topping out at 2.49%. The...

Intel Shares Rise as Apple Explores Expanding Chip Supply Chain

Yahoo 📅 05/05 18:29 AAPL.O
Apple Inc. (NASDAQ:AAPL) has reportedly begun early-stage discussions with Intel Corporation (NASDAQ:INTC) and Samsung Electronics Co.

Intel Shares Rise as Apple Explores Expanding Chip Supply Chain - Yahoo Finance

Google 📅 05/05 18:29 INTC.O
Intel Shares Rise as Apple Explores Expanding Chip Supply Chain Yahoo Finance

Eli Lilly: No Big Gap To Competition

Seeking Alpha 📅 05/05 18:29
jetcityimage/iStock Editorial via Getty Images Investment Thesis Eli Lilly's ( LLY ) core GLP-1 business is in a tight race with Novo Nordisk ( NVO ). Although tirzepatide is much more effective than semaglutide, neither company's pipeline indicates a clear winner, raising questions about Eli Lilly's premium valuation. Eli Lilly's oncology business shows a similar close competition, as Novartis's ...

Crypto Exchange Bullish to Buy Equiniti In $4.2 Billion Deal

Bloomberg 📅 05/05 18:29
Bullish agreed to buy Equiniti from Siris Capital in a $4.2 billion deal, as the crypto exchange seeks to expand in blockchain-based capital markets infrastructure. Bullish will pay about $2.35 billion in stock and assume $1.85 billion of Equiniti debt as part of the transaction, according to a filing on Tuesday. The deal, which includes an option for Siris to buy non-core Equiniti business lines,...

摩根大通:市场只要出现利好 就有望迎来普涨行情

新浪 📅 05/05 18:29
摩根大通 策略师表示,全球股市自伊朗战事低点以来的反弹覆盖面极窄,市场已然具备条件,只要出现些许利好消息,就有望迎来普涨行情。 由米斯拉夫・马泰卡领衔的团队称,短期内市场或将维持波动,但投资周期不止数日或数周的投资者,应继续借助股市回调逢低加仓。 策略师指出,明晟全球指数的V型反弹看似与油价飙升走势脱节,实则本轮上涨仅由极少数个股拉动。目前投资者持仓仓位低于战事爆发前,随着压制买入的各类因素逐步缓...

伊朗扩大对霍尔木兹海峡的掌控 船只被迫在更远海域聚集

新浪 📅 05/05 18:28
随着更多船只因伊朗试图扩大其控制范围而撤离仍然空荡的霍尔木兹海峡,周二数百艘船只被发现聚集在迪拜附近海域。 美伊之间持续数周的停火开始显得愈发脆弱,双方已发生交火。华盛顿方面表示已“开辟通道”通过该水道,而哥伦比亚广播公司报道称,两艘美国驱逐舰已经进入波斯湾。 据机构监测显示,自周一以来,不同类型的近60艘船只驶入迪拜近海区域 —— 即便在自战争爆发以来船只频繁聚集的海域,这一数量也异常之多。根据...

Who is Anu Sharma? Indian engineer trends after Google-to-Palantir switch - Storyboard18

Google 📅 05/05 18:28 PLTR.O
Who is Anu Sharma? Indian engineer trends after Google-to-Palantir switch Storyboard18

IMF规则下 日本尚有两次干预日元的“窗口期”

新浪 📅 05/05 18:27
根据国际货币基金组织(IMF)的指南,如果日本希望维持其自由浮动汇率地位,那么在11月底之前最多只能再进行两轮、每轮为期三天的外汇干预操作。 日本财务省一位官员周一援引IMF的一项规则称,连续三天的干预会被视为一次市场操作。此前,有报道称日本当局进行了干预,推动日元上周四大幅上涨,随后几天盘中也多次出现反弹。 不过,市场参与者普遍认为,无论是否有官方干预,日元仍将恢复其贬值趋势。伊朗战争对依赖能源...

Peak of Eta Aquarid meteor shower to dazzle May skywatchers

BBC News 📅 05/05 18:27
The Eta Aquarid meteor shower will be at its best this week but will the skies be clear?

Is Chevron a Buy, Sell, or Hold at $110 Oil?

Nasdaq 📅 05/05 18:27
Key PointsChevron has one of the lowest-cost operations in the oil patch.

Market Chatter: Alphabet's Google DeepMind UK Workers Vote to Unionize Over US Defense Contract

Yahoo 📅 05/05 18:26 GOOG.O
Alphabet's (GOOG, GOOGL) Google DeepMind staff in the UK voted to form a union driven by ethical con

Strong Buy at under $10: The highest Quant-rated bargain stocks right now

Seeking Alpha 📅 05/05 18:26
Jonathan Kitchen Seeking Alpha's Quant Rating system has identified a group of sub-$10 stocks that score near the very top of its quantitative rankings, a rare distinction given that penny and micro-cap stocks often struggle to meet the profitability, growth, and momentum thresholds that drive high quant scores. All 10 names on this list carry Strong Buy ratings above 4.94, placing them among the ...

双鹭药业:因公司存在通过信托产品对外提供资金的情况 公司被深交所给予公开谴责

格隆汇 📅 05/05 18:26
格隆汇5月5日|双鹭药业公告,公司近日收到深圳证券交易所下发的《关于北京双鹭药业股份有限公司及相关当事人给予纪律处分的决定》。《处分决定》显示,双鹭药业存在通过信托产品对外提供资金的情况,截至目前,合计7.64亿元本金未收回且存在较大损失,上述业务未按规定履行相应审议程序并及时对外披露,相关定期报告信息披露不准确,相关资金支出、公章审批、合同管理等内部控制存在缺陷。深交所对北京双鹭药业股份有限公司...

Advanced Energy declares $0.10 dividend

Seeking Alpha 📅 05/05 18:26
Advanced Energy ( AEIS ) declares $0.10/share quarterly dividend , in line with previous. Forward yield 0.1% Payable June 5; for shareholders of record May 25; ex-div May 21. See AEIS Dividend Scorecard, Yield Chart, & Dividend Growth. More on Advanced Energy Advanced Energy Industries, Inc. 2026 Q1 - Results - Earnings Call Presentation Advanced Energy Industries, Inc. (AEIS) Q1 2026 Earnings Cal...

欧盟经济事务专员Dombrovskis:欧洲正面临滞胀冲击

新浪 📅 05/05 18:26
欧盟经济事务专员Valdis Dombrovskis警告称,伊朗战争正在对欧盟经济产生滞胀效应。 他对记者表示,“能源价格上涨影响到欧洲经济中的每一个主体,无论是企业还是家庭 —— 这正把欧盟经济推向增长更弱、通胀更高的路径。欧洲正面临一场滞胀冲击。” 在布鲁塞尔同台发言的欧元集团主席Kyriakos Pierrakakis则努力对形势表现得泰然自若。 他说,“我们正处于一种滞胀趋势中,也就是说,...

Palantir Shares Slip Despite Strong Growth and Upgraded Outlook

Yahoo 📅 05/05 18:25 PLTR.O
Palantir Technologies Inc. (NASDAQ:PLTR) delivered its fastest revenue growth since at least 2020 and lifted its full-year 2026 guidance well above Wall Street expectations, yet its shares declined roughly 3% in premarket trading on Tuesday.

国际机构警告全球数字系统面临失效风险

同花顺 📅 05/05 18:25
国际电信联盟、联合国减少灾害风险办公室和法国巴黎政治学院5日联合发布报告,警告全球数字系统可能面临失效风险,呼吁各国采取协调行动,提高数字韧性。 这份题为《当数字系统失效:数字世界的潜在风险》的报告,由来自12个国家的专家共同完成。报告概述了陆地、海洋和太空中的风险场景,分析了互联互通的数字系统的脆弱性,并提供了应对方案。 报告列举的风险场景包括:严重的太阳风暴可能会导致卫星瘫痪、导航系统中断以及...

美伊脆弱的停火暂且维系 双方依然僵持不下

新浪 📅 05/05 18:25
在霍尔木兹海峡发生涉及航运的冲突、阿联酋遭导弹袭击后,美伊之间脆弱的停火于周二上午基本维持。 周一,美国与伊朗军队交火,德黑兰还向阿联酋发射导弹和无人机。这是停火不到一个月以来最严重的一次局势升级。此后,波斯湾恢复了相对平静。 美国总统唐纳德·特朗普宣布“自由计划”后,爆发了本轮升级。特朗普称,该计划是一项人道主义行动,旨在引导滞留波斯湾的中立船只经霍尔木兹海峡通行。在美方协助抵御袭击的情况下,至...

時事通識|網吧的規管

无线新闻 📅 05/05 18:25
現時經營網吧毋須領牌,只要遵守相關守則,政府鑑於網吧已由提供互聯網服務,轉為網絡遊戲為主,認為需要有與時並進的規管。 政府提出兩個方案,其中一個是將網吧,直接納入《遊戲機中心條例》的發牌制度,其實十多年前亦曾經提過。 政府早於2003年向網吧提供一套《經營者守則》,列出消防及樓宇安全、噪音管制、控煙、防止罪案、通風和衞生設備等的指引,讓經營者自願遵守。 到2014年,時任民政事務局局長曾德成指,當...

Tech Stocks Eclipse Iran, Oil as the Market’s Mover. Why That Will Continue.

Yahoo 📅 05/05 18:25 PLTR.O
Elon Musk settles over Twitter stock disclosures, Palantir beats expectations, Trump’s tariff risks persist, and more news to start your day.

法国外交部呼吁外交解决霍尔木兹海峡问题

同花顺 📅 05/05 18:24
法国外交部发言人帕斯卡尔·孔法夫勒呼吁中东冲突各方展现外交姿态,找到解决方案并重新开放霍尔木兹海峡,而不是动用军事手段。他表示,如果希望找到一种持久的解决方案,恢复航行自由,就必须通过协调一致的开放途径,把伊朗和美国都纳入其中。因此,需要的是外交解决方案,而不是强行采取军事行动。(央视新闻)

Mercedes may have won again but Miami upgrades have shaken up the F1 grid | Giles Richards

The Guardian 📅 05/05 18:23
The improved form of McLaren and Red Bull and in Florida suggests the 2026 title race is likely to run and run There is a long old way to go but after Formula One emerged from its enforced early season break with an entertaining romp around the Hard Rock Stadium in Miami, it indicated that there may yet be a decent tale to be told this season. One where Mercedes do not have it all their own way. R...

Leidos Q1 Earnings Decline; Raises FY26 Outlook

Nasdaq 📅 05/05 18:23
(RTTNews) - Leidos Holdings, Inc. (LDOS), a provider of technology and engineering services, on Tuesday reported that its first quarter net income declined, but adjusted net income increased compared with the previous year.

机构论后市丨行业配置应注重均衡;建议聚焦新能源与科技板块

第一财经 📅 05/05 18:23
A股后市怎么走?看看机构怎么说: 4月27日—4月30日,沪指累计涨0.79%,深成指累计涨1.12%,创业板指累计涨0.26%,科创综指累计涨5.13%。A股后市怎么走?看看机构怎么说: ①华金证券:科技和周期行业在5月可能表现相对占优 华金证券表示,5月A股市场预计震荡偏强。5月政策偏积极,外部风险如美伊冲突等有望边际改善,经济和盈利基本面继续回升,流动性维持宽松,这些因素共同支撑A股在5月震...

奥迪维持全年业绩指引 警示地缘政治与经济动荡带来冲击

新浪 📅 05/05 18:23
专题:聚焦美股2026年第一季度财报 奥迪本季度品牌汽车交付量 360,106 辆,同比下滑 6.1% 奥迪持续推进成本削减,仍预计营业利润率维持在 6%–8%。 内容概要 尽管面临地缘政治与经济动荡,奥迪仍维持全年业绩指引,并表示亟需对成本结构采取紧急应对措施。 奥迪在持续推进降本计划的同时,坚守全年业绩预期,但警告 动荡的地缘政治与经济环境 已对业务产生明显冲击。 奥迪首席财务官 于尔根・里特...

Five9 to buy back $90M of stock

Seeking Alpha 📅 05/05 18:22
Five9 ( FIVN ) has entered into an accelerated share repurchase, or ASR, agreement with JPMorgan Chase Bank, National Association ( JPM ) to buy back $90M of its stock under its existing authorization. The company will pay $90M upfront on May 5, 2026, and expects to receive about 3.1M shares initially. The final number of shares will depend on the stock’s average price over the duration of the pro...

Meta and Alphabet Will Spend a Combined $335 Billion This Year. Don't Expect Their ROI to Be the Same.

Nasdaq 📅 05/05 18:22 GOOG.OMETA.O
Key PointsAlphabet will spend up to $190 billion this year to help build its AI cloud services and expand its leading Gemini AI model.

格隆汇5月5日|据半岛电视台,以色列空袭黎巴嫩南部城镇扎里耶沙尔基亚。

格隆汇 📅 05/05 18:21
格隆汇5月5日|据半岛电视台,以色列空袭黎巴嫩南部城镇扎里耶沙尔基亚。

JPMorgan’s Matejka Sees More Stock Gains After Narrow Rally

Bloomberg 📅 05/05 18:21
The rebound in global stocks from their Iran war lows has been so narrow that the market is primed for broader gains triggered by even slightly positive news, according to strategists at JPMorgan Chase & Co. Volatility is likely in the near term, but investors with a time horizon longer than the next days or weeks should keep using dips in equities to add exposure, the team led by Mislav Matejka s...
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