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OCUL: AXPAXLI's Phase 3 success in wet AMD drives NDA plans amid rising R&D costs and strong cash position - TradingView

Google 📅 05/05 19:11 AMD.O
OCUL: AXPAXLI's Phase 3 success in wet AMD drives NDA plans amid rising R&D costs and strong cash position TradingView

Home Depot attracts a bull rating from Bank of America

Seeking Alpha 📅 05/05 19:11
aimintang Bank of America picked up coverage on Home Depot ( HD ) again with a Buy rating and called it the firm's preferred stock within the home improvement sector. Analyst Christopher Nardone and his team think Home Depot ( HD ) can outgrow peers during a benign housing backdrop due to its higher Pro exposure (50% of sales). "Superior strategy and execution have underpinned HD's market share ga...

Goldman risk gauge signals caution as hedge funds cut Mag 7 risk

Seeking Alpha 📅 05/05 19:11
alexsl Goldman Sachs’ equity positioning gauge is flashing a note of caution as hedge funds cut exposure to megacap stocks ( QQQ ). Goldman’s U.S. equity sentiment indicator rose to 1.7 this week, its highest level since late 2024, though still below previous extremes. The indicator combines nine measures of positioning across retail, institutional and foreign investors, with the latest increase d...

KKR Q1 earnings beat consensus as monetization activity revives

Seeking Alpha 📅 05/05 19:11
Foryou13 KKR ( KKR ) delivered stronger-than-expected Q1 earnings on Tuesday as fee-related earnings, total operating earnings, and adjusted EPS each grew ~20% Y/Y. Q1 adjusted EPS of $1.39, topping the average analyst estimate of $1.26, rose from $1.12 in Q4 2025 and $1.15 in last year’s Q1. Fee-related earnings of $1.02B, beating the Visible Alpha consensus of $985.3M, increased from $972.0M in ...

五一消费“打几星”?

华尔街见闻 📅 05/05 19:11
作为观察二季度消费的黄金窗口,今年五一长假带来的“时间红利”,能否对冲油价上涨带来的“出行压力”?我们发现在两股力量交织之下,五一出行热度虽仍有望创下历史新高,但却塑造了“五星火、四星温、三星淡”的星级分化 ——春假联动、体验式消费与铁路出行热度最高;新能源车出行突围与国际航线坚挺次之;而以旧换新驱动的大宗消费则表现平平无奇。出行“旺”与消费“淡”的错位,为观察当下内需成色提供了一个极具张力的切面...

一季度资本市场波动 拖累上市险企净利同比跌17%

格隆汇 📅 05/05 19:11
格隆汇5月5日|据一财,正如此前业内预期,由于一季度的资本市场波动,拖累了上市险企今年首季“成绩单”的整体利润表现。据统计,一季度5家A股上市险企共计实现归母净利润698.83亿元,同比下跌16.98%,并出现“二升三降”的分化局面。尽管如此,业内分析师认为,一季度的盈利表现主要受股市短期波动影响,不影响险企实际价值。东吴证券首席战略官、非银金融首席分析师孙婷团队表示,一季度上市险企产寿险负债端均...

IQVIA Non-GAAP EPS of $2.90 beats by $0.08, revenue of $4.15B beats by $50M

Seeking Alpha 📅 05/05 19:10
IQVIA press release ( IQV ): Q1 Non-GAAP EPS of $2.90 beats by $0.08 . Revenue of $4.15B (+8.4% Y/Y) beats by $50M . Commercial Solutions Revenue of $1,754 million, up 11.6% reported year-over-year R&D Solutions Revenue of $2,397 million, up 6.2% reported year-over-year R&D Solutions contracted backlog of $34.2 billion, R&D Solutions Net New Bookings of $2.5 billion Operating Cash Flow of $618 mil...

uniQure GAAP EPS of -$0.85 beats by $0.01, revenue of $3.56M misses by $1.71M

Seeking Alpha 📅 05/05 19:10
uniQure press release ( QURE ): Q1 GAAP EPS of -$0.85 beats by $0.01 . Revenue of $3.56M (+126.8% Y/Y) misses by $1.71M . The increase of $2.0 million is due to an increase in license revenue, compared to the prior period. More on uniQure A Unique Situation For UniQure uniQure: Worst Case Scenario Becomes Reality uniQure: The Worst Case Scenario Just Got Official (Rating Downgrade) uniQure rises a...

巴西央行:初步指标显示第一季度经济复苏

格隆汇 📅 05/05 19:10
格隆汇5月5日|巴西央行:初步指标显示2026年第一季度经济复苏。消费者物价指数预期进一步脱锚已变得明显。

消息称以色列正与美国协调 内容包括为可能对伊朗发动的新一轮打击做准备

格隆汇 📅 05/05 19:10
格隆汇5月5日|据CNN援引以色列消息人士称,由于霍尔木兹海峡紧张局势升级,危及伊朗停火协议,以色列正在与美国进行协调。协调工作包括为可能对伊朗发动的新一轮打击做准备,打击目标将集中在能源基础设施和定点清除伊朗高级官员上。

风向急转!A股明天开市悬了?

格隆汇 📅 05/05 19:09 MU.O
美伊局势再度紧张! 本文作者 | 哥吉拉 数据支持 | 勾股大数据(www.gogudata.com) 一夜之间,全球市场风向急速反转。 昨夜,随着美伊海上对峙升级,美股三大指数集体收跌,亚太市场开盘亦多数走弱,港股开盘跌超 1.5% ,最终收跌 0.76% ,恒生科技指数收跌 0.94% 。 板块表现上,芯片半导体、 PCB 、存储、电力等热门赛道多数高位回调,光通信、汽车等板块跌幅居前,市场交...

沃什上任美联储主席,会把市场带向哪?

格隆汇 📅 05/05 19:09
沃什的政策底色,市场已经看清 鲍威尔时代进入倒计时,市场已经把目光集中到沃什身上。 接下来牵动资产价格的几个变量,都绕不开他:利率会不会继续高位停留,降息预期会不会收紧,资产负债表会不会压得更快,市场风格会不会重新分层? 当前这张宏观答卷里,就业还有韧性,3月非农新增17.8万,失业率维持在4.3%;油价又把通胀压力重新推高,联邦基金利率大概率继续维持在3.50%-3.75%,到2026年底不降息...

Sunoco LP GAAP EPS of $2.85 beats by $1.13, revenue of $10.69B beats by $500M

Seeking Alpha 📅 05/05 19:09
Sunoco LP press release ( SUN ): Q1 GAAP EPS of $2.85 beats by $1.13 . Revenue of $10.69B (+106.4% Y/Y) beats by $500M . Adjusted EBITDA of $867 million, excluding one-time transaction-related expenses, and Distributable Cash Flow, as adjusted (1) , of $535 million. Increases quarterly distribution by 6.25%. The first quarter of 2026 distribution represents an increase of over 10% versus the first...

WEC Energy GAAP EPS of $2.45 beats by $0.12, revenue of $3.43B beats by $10M

Seeking Alpha 📅 05/05 19:09
WEC Energy press release ( WEC ): Q1 GAAP EPS of $2.45 beats by $0.12 . Revenue of $3.43B (+8.9% Y/Y) beats by $10M . The company is reaffirming its 2026 earnings guidance of $5.51 to $5.61 per share vs. $5.60 consensus More on WEC Energy WEC Energy: The Time To Buy Has Now Passed (Rating Downgrade) WEC Energy Group: Earnings Potential Tied To Capital Plan Execution WEC Energy: Keep Warm With Util...

Palantir shares slip despite strong growth and upgraded outlook - MSN

Google 📅 05/05 19:09 PLTR.O
Palantir shares slip despite strong growth and upgraded outlook MSN

GLOBALFOUNDRIES Non-GAAP EPS of $0.40 beats by $0.05, revenue of $1.63B in-line

Seeking Alpha 📅 05/05 19:09
GLOBALFOUNDRIES press release ( GFS ): Q1 Non-GAAP EPS of $0.40 beats by $0.05 . Revenue of $1.63B (+2.5% Y/Y) in-line. GLOBALFOUNDRIES Inc.Summary of Second Quarter 2026 Guidance(1)(Unaudited, in millions, except per share amounts) IFRS Share-Based Compensation(3) Non-IFRS(2) Net revenue $1,760 ± $25 Gross margin 27.4% ± 100bps ~110bps 28.5% ± 100bps Operating expenses $277 ± $10 ~$52 $225 ± $10 ...

Shopify美股盘前跌超10%

同花顺 📅 05/05 19:08
Shopify美股盘前跌超10%,现报114.78美元。

哈萨克斯坦KMG公司将把石油出口转向里海管道联盟(CPC)管道及俄罗斯港口

格隆汇 📅 05/05 19:08
格隆汇5月5日|据国际文传电讯社,继“友谊”输油管道过境运输中断后,哈萨克斯坦KMG公司将把石油出口转向里海管道联盟(CPC)管道及俄罗斯港口。

Coinbase首席执行官称公司将裁员约14%

新浪 📅 05/05 19:08
Coinbase首席执行官Brian Armstrong在X平台的一篇帖子中表示,公司将裁员约14%,并转而专注于具备人工智能专业背景的人才。 责任编辑:陈钰嘉

Duke Energy Non-GAAP EPS of $1.93 beats by $0.13, revenue of $9.18B beats by $690M

Seeking Alpha 📅 05/05 19:08
Duke Energy press release ( DUK ): Q1 Non-GAAP EPS of $1.93 beats by $0.13 . Revenue of $9.18B (+11.3% Y/Y) beats by $690M . The company is reaffirming its 2026 adjusted EPS guidance of $6.55 to $6.80 vs $6.70 consensus and long-term adjusted EPS growth rate of 5% to 7% through 2030 off the 2025 midpoint of $6.30, with confidence to earn in the top half of the range beginning in 2028. More on Duke...

格隆汇5月5日|罗马尼亚自由党官员:罗马尼亚政府可能在不信任投票中失利。

格隆汇 📅 05/05 19:08
格隆汇5月5日|罗马尼亚自由党官员:罗马尼亚政府可能在不信任投票中失利。

针对浏阳烟花厂爆炸事故,将成立国务院事故调查组

同花顺 📅 05/05 19:07
针对湖南长沙浏阳市烟花厂爆炸事故,要成立国务院事故调查组,按照“四不放过”原则查清查透事故原因和责任,加强行刑衔接,严肃追责问责。(新华社)

Rockwell Automation beats top-line and bottom-line estimates; updates FY26 outlook

Seeking Alpha 📅 05/05 19:07
Rockwell Automation press release ( ROK ): Q2 Non-GAAP EPS of $3.30 beats by $0.42 . Revenue of $2.24B (+12.0% Y/Y) beats by $80M . Total ARR up 6% year over year Updates fiscal 2026 reported sales growth and organic sales growth ranges to 5% - 9% Updates fiscal 2026 diluted EPS guidance range to $11.88 - $12.48 and Adjusted EPS guidance range to $12.50 - $13.10 Introduces Enterprise operating pro...

格隆汇5月5日|乌克兰第一季度GDP同比下降0.5%,机构预测增长0.5%。

格隆汇 📅 05/05 19:07
格隆汇5月5日|乌克兰第一季度GDP同比下降0.5%,机构预测增长0.5%。

针对浏阳烟花厂爆炸事故 将成立国务院事故调查组

格隆汇 📅 05/05 19:07
格隆汇5月5日|针对湖南长沙浏阳市烟花厂爆炸事故,要成立国务院事故调查组,按照“四不放过”原则查清查透事故原因和责任,加强行刑衔接,严肃追责问责。

Pfizer tops Q1 estimates, maintains guidance

Seeking Alpha 📅 05/05 19:07
Jeenah Moon/Getty Images News Pfizer ( PFE ) shares were muted even as the company topped Wall Street estimates with its first quarter results and reaffirmed its full-year outlook. The New York-based pharma giant generated adjusted EPS of $0.75 (-18% Y/Y) on revenue of $14.5B, a 5% rise compared to the prior-year quarter, reflecting an operational increase of $304M, or 2%. Pfizer ( PFE ) is workin...

格隆汇5月5日|Meta Platforms(META.US)表示将把青少年账户的技术保护措施扩展至27个欧洲联盟国家。

格隆汇 📅 05/05 19:06 META.O
格隆汇5月5日|Meta Platforms(META.US)表示将把青少年账户的技术保护措施扩展至27个欧洲联盟国家。

Harley-Davidson GAAP EPS of $0.22 misses by $0.01, revenue of $1.17B beats by $173.38M

Seeking Alpha 📅 05/05 19:06
Harley-Davidson press release ( HOG ): Q1 GAAP EPS of $0.22 misses by $0.01 . Revenue of $1.17B (-12.0% Y/Y) beats by $173.38M . North American retail motorcycle sales of 23,803 units, up 14% vs. prior year Global retail motorcycle sales of 33,507 units, up 8% vs. prior year Global dealer inventory levels of new motorcycles ended Q1 '26 down 22% vs. end Q1 '25 HDMC global motorcycle shipments of 3...

Nutanix Raises $150 Million Through AMD Equity Investment - TipRanks

Google 📅 05/05 19:06 AMD.O
Nutanix Raises $150 Million Through AMD Equity Investment TipRanks

Small cap stocks with the best performances in April

Seeking Alpha 📅 05/05 19:06
Small-cap stocks delivered some of the most explosive returns in the market over the past month, with the top performers posting gains ranging from 98% to over 157%, a range that reflects both genuine fundamental catalysts and the high-beta volatility that defines the small-cap universe. Leading the list is Viking Acquisition Corp. I ( VACI.WS ) with a 157.63% gain, followed by Atomera ( ATOM ) at...
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