美國表明會從德國撤軍，歐盟官員承認，美軍公布的時機令人意外，又稱歐洲必須加強自身力量。北約秘書長呂特指，歐洲已收到美國總統特朗普的訊息。 美國國防部上周宣布，未來6至12個月內，從德國撤走大約5,000名美軍，總統特朗普更揚言，撤軍人數遠多於5,000人。 歐洲多國、歐盟及北約領袖，周一在亞美尼亞首都埃里溫，出席歐洲政治共同體峰會時，亦談及這個議題。北約秘書長呂特指，歐洲已「領會」特朗普的訊息，正確保有關美軍使用軍事基地的協議得以落實。 北約秘書長呂特說：「美國方面感到有些失望，對於歐洲在中東局勢，及以色列和美國對伊朗行動的反應。但我也認為，從我與所接觸歐洲領導人中聽到的，是歐洲領導人已收到了這訊息，他們清楚地聽到了來自美國的訊息。」 歐盟外交與安全政策高級代表卡拉斯指，雖然談論美國從歐洲撤軍已有一段長時間，但美國宣布撤軍的時機實在令人意外，這意味歐洲必須加強自身在北約的力量。 法國總統馬克龍就指，歐洲正掌握自己的命運，包括增加國防開支，和建立共同解決方案。 德國總理默茨前一日，接受電視台專訪時稱，他不認為美國計劃削減在德國的駐軍，跟他與特朗普的「口水仗」有關。又表示雖然跟特朗普有意見分歧，但他仍然認為，美國是德國在北約內最重要的盟友。 特朗普啟動對伊朗的戰事後，已多次表態不滿北約盟友沒有為美軍提供足夠支援。默茨早前質疑，特朗普是否有規劃如何結束伊朗戰事，又指美國在跟伊朗的談判中處於尷尬局面，特朗普其後稱呼默茲為無能領袖作回應。

Morgan Stanley Adjusts Price Target on Advanced Micro Devices to $360 From $255, Maintains Equalweight Rating marketscreener.com

David Raben, Chief Medical Officer of Bicara Therapeutics Inc. (NASDAQ:BCAX) , reported the sale of 5,500 shares of common stock for a transaction value of approximately $126,000 on April 27, 2026, according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($22.88); post-transaction value based on April 27, 2026 market close ($22.48). 1-year performance calculated using April 27, 2026, as the reference date. Continue reading

AMD downgraded, Airbnb upgraded: Wall Street's top analyst calls Yahoo Finance

President Donald Trump holds up an executive order during an event in the Oval Office of the White House on April 30, 2026. Trump signed an order to expand retirement account access for workers. Andrew Harnik | Getty Images News | Getty Images President Donald Trump signed an executive order on Thursday to expand retirement account access — and said young workers, if they were to save regularly, would be able to amass $465,000 in such accounts by the time they turn 65 years old. "In other words, they'll be rich," Trump said during the signing ceremony. But financial advisors disputed that characterization, saying $465,000 wouldn't necessarily qualify someone as being wealthy in retirement — especially when that nest egg might have to be spread over roughly two or three decades . "There are advantages to these accounts, but I don't believe they are going to make people rich," Barry Glassman, a certified financial planner and founder of Glassman Wealth Services, wrote in an e-mail. watch now VIDEO 6:07 06:07 Countries are rethinking retirement systems – here's what that means Converge "While $465,000 could provide a healthy sum for retirement, with 3% inflation, in 30 years that's equivalent to less than $200,000 today," wrote Glassman, a member of CNBC's Financial Advisor Council . "Again, not a small sum, but certainly does not qualify someone as rich." The average 401(k) investor had a roughly $168,000 account balance at the end of 2025, according to Vanguard Group, an asset manager and retirement plan administrator. The median balance was a bit more than $44,000. The average IRA balance was about $137,000 at the end of 2025, according to Fidelity Investments. Why $465,000 may be a 'modest paycheck' in retirement Trump's executive order aims to provide a pathway for workers without access to a 401(k) or other workplace retirement plan to save for retirement. That's the case for about 56 million Americans , according to 2025 research from Pew Charitable Trusts, an i...

Key PointsClimber Capital SA bought 145,633 shares of FTGC with an estimated transaction value of $3.76 million (based on quarterly average price).

bymuratdeniz/iStock via Getty Images Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund [CEF] market activity from both the bottom-up - highlighting individual fund news and events - as well as the top-down - providing an overview of the broader market. We also try to provide some historical context as well as the relevant themes that look to be driving markets or that investors ought to be mindful of. This update covers the period through the fourth week of April. Be sure to check out our other weekly updates covering the business development company [BDC] as well as the preferreds/baby bond markets for perspectives across the broader income space. Market Action CEFs were mostly lower on the week as a measure of risk aversion came back into markets. MLPs and Convertibles led the way. Systematic Income The median CEF sector discount widened somewhat and is trading on top of its historic average level. Systematic Income Market Themes Western Asset CEFs EHI , IGI , HYI , SBI and MMU disclosed their quarterly NII figures and they are not much changed. There are three main drivers of NII across CEFs. The primary one has been the direction of short-term rates which have moved lower over the past 6 months or so as the Fed cut rates and its impact on a fund’s assets and liabilities. FRED A fund with floating-rate assets would see reduced net investment income or NII on lower short-term rates. At the same time a fund with floating-rate liabilities would see reduced interest expense. For now the Fed appears to be on hold, perhaps for the remainder of the year though much depends both on the direction the Iran conflict takes as well as whether Warsh actually becomes the Fed Chair. The second factor driving NII is how the fund’s liabilities are shifting over time. What some funds have done in the past year is reduce their liabilities in response to what have been fairly expensive credit markets till recently. This would have also r...

ExxonMobil (NYSE: XOM) opened the energy sector’s earnings season with a sharp upside surprise on profitability, even as headline GAAP figures were dragged lower by derivative timing effects and Middle East supply disruptions. The integrated major posted adjusted EPS of $1.16 versus the $1.0074 consensus, a 15.15% beat, while revenue of $85.138 billion came in ... ExxonMobil Crushes Q1 2026 EPS Estimates by 15% — Here’s What Investors Need to Know

Genstar Capital-backed First Eagle Investments is looking to raise $575 million from a junk-bond sale to help fund its acquisition of boutique asset-management firm Diamond Hill Investment Group Inc. The notes, maturing in 2032, are expected to be priced later this week, according to a person with direct knowledge of the matter. An investor call is scheduled for Monday at 10:30 a.m. Eastern Time, the person added, asking not to be identified because the discussions are private. The offering, which has Morgan Stanley and Bank of America Corp. among the bookrunners, comes amid a flurry of deals testing investor appetite for junk bonds on Monday. First Eagle agreed in December to acquire Diamond Hill for $473 million in cash in a transaction that closed last month, marking the first deal in a previously announced acquisition push by the New York-based firm, which oversees about $213 billion in assets. Read More: First Eagle Plans Acquisition Spree in Quest for $500 Billion

$Micron Technology (MU.US)$ this big brother never lets me down [Smile] Moomoo

Wedbush sees Oracle’s pullback as noise, with AI demand, rising contracts, and cloud momentum still driving growth.

Forget Palantir — Serious Investors Are Placing Their Bets on the AI Chokepoints Right Now AOL.com

Pakorn Supajitsoontorn/iStock via Getty Images Market Review The first quarter began with the belief that the global economy might be about to see some acceleration in growth coincide with a continued, albeit slow moderation in inflation, allowing further rate cuts in the US and UK. However, the combined US/Israeli attack on Iran and the expansion into a continuing conflict abruptly altered that perspective. The effective closure of the Strait of Hormuz, which has significantly reduced the global flow and supply of oil from the Middle East, drove oil and gas prices higher, and has meant a significant reassessment of the growth and inflation outlook ahead. Markets have reversed course on interest rate expectations, with some anticipation that central banks may need to raise rates in the near term in an attempt to stifle inflation before it becomes entrenched. Debate as to how long the war will last and how long oil prices will remain high has become a focal topic, with a lack of clarity as to what the main objectives of the key protagonists in the conflict are. Meanwhile, the Russia/Ukraine war has continued, passing the four-year mark, with little sign of progress towards a resolution. “We believe the Middle East conflict is likely to have a combined dampening effect on global growth largely through its effect on energy prices and a range of other commodities, while also putting upward pressure on inflation.” Performance Summary For the quarter ended March 31, 2026, the Fund’s Class I shares returned -2.46%, excluding sales charges. In comparison, the Fund’s unmanaged benchmark, the Bloomberg Global Aggregate ex USD Index (Unhedged), returned -1.87% for the same period. Average Annual Total Returns (3/31/26) Share Class / Inception Date 3 Month YTD 1 Year 3 Year 5 Year 10 Year Class A (NAV) 12/30/05 -2.52% -2.52% 2.81% 1.82% -2.62% -0.56% Class A (4.50% max. load) -6.93% -6.93% -1.82% 0.26% -3.51% -1.01% Class I (NAV) 12/30/05 -2.46% -2.46% 2.99% 2.00% -2.40% -0.24%...

Assertio Holdings ( ASRT ) said on Monday that Garda Therapeutics has raised its all-cash tender offer to $21.80 per share, valuing the drugmaker at about $153.2M. Shares jumped 17% in early trading. The revised bid represents a 21.1% increase over Garda’s initial April 8 offer and a 63.1% premium to Assertio’s unaffected share price on March 20, the day before "a significant share price and trading volume movement." The companies entered into an amended merger agreement on May 1 following a “window-shop” process in which Assertio engaged with multiple parties and received a superior proposal, prompting further negotiations with Garda. Assertio’s board said it determined the increased offer provides the best outcome for shareholders, citing higher cash consideration and fully committed financing. Under the terms, Garda will acquire all outstanding shares for $21.80 apiece in cash, with no contingent value rights attached. The deal is expected to close in the second quarter of 2026. After completion of the tender offer, Garda will acquire any remaining shares through a second-step merger at the same price, and Assertio will be delisted from the Nasdaq. More on Assertio Holdings Assertio: Why I'm Selling The Rally (Rating Downgrade) Assertio Holdings, Inc. (ASRT) Q4 2025 Earnings Call Transcript Garda Therapeutics to acquire Assertio Assertio outlines $110M–$125M 2026 revenue target with Rolvedon at the core while shifting business development approach Seeking Alpha’s Quant Rating on Assertio Holdings

Earnings Call Insights: Superior Group of Companies (SGC) Q1 2026 Management View "We had a good start to the year. First quarter revenue was up 3%... and EBITDA increased to $4.8 million from $3.5 million last year. EPS was $0.06 compared to a $0.05 loss in the first quarter of 2025." (Chairman & CEO Michael Benstock) "The environment is still uncertain, including the added uncertainty around the Iran conflict, but we're staying focused on execution, and we're encouraged by what we're seeing." (Chairman & CEO Benstock) "Starting with branded products... revenue grew 5% year-over-year for the second quarter in a row, driven by volume gains within existing customer accounts." (Chairman & CEO Benstock) "Moving to health care apparel, I want to welcome Chris Hein, who recently joined us as President of that segment." (Chairman & CEO Benstock) "Turning to Contact Centers. Revenue was down 8% versus the first quarter of 2025, mainly because of prior year client attrition." (Chairman & CEO Benstock) "We grew consolidated revenue by 3% in the first quarter to $141 million." (CFO, President Michael Koempel) "Our gross margin rate improved 30 basis points on a consolidated basis to 37.1% for the first quarter." (CFO, President Koempel) Outlook "To close, based on the solid start to the year, we're maintaining our full year guidance. We expect 2026 net sales of $572 million to $585 million and diluted EPS of $0.54 to $0.66." (CFO, President Koempel) "As we have mentioned before, our business is typically back-half weighted with sequential improvement through the year, and that's reflected in our 2026 guidance." (CFO, President Koempel) "Consistent with prior year, we expect a back-end weighted cadence to 2026 for both the top and bottom lines." (CFO, President Koempel) Financial Results "Our resulting first quarter EBITDA was $4.8 million, up from $3.5 million a year ago, with EBITDA margin improving 80 basis points to 3.4%." (CFO, President Koempel) "Net interest expense cam...

Baldwin Insurance Group ( BWIN ) stock was surging after the company announced an expanded enterprise relationship with Anthropic ( ANTHRO ) for the deployment of the advanced AI assistant, Claude. BWIN shares were +2.54% higher at $22.59 during pre-market trading on Monday. The Tampa, Florida-based insurer is set to integrate Claude across its segments and functional business groups in a firm-wide rollout. BWIN plans to equip advisors, client experience, and operational leaders with an AI platform designed to enhance productivity, accelerate decision-making, and support complex, end-to-end workflows. The initial use cases will focus on enabling frontline advisors and client teams to more efficiently analyze risk, synthesize client information, and support tailored insurance solutions. Furthermore, business leaders will be empowered to optimize operational processes through AI-driven insights and automation. Over time, the capabilities will extend to more advanced, agentic workflows that support end-to-end process execution. Baldwin had previously deployed Claude within targeted areas of the business, delivering measurable improvements in the quality of client-facing insights, productivity, and workflow efficiency. More on The Baldwin Insurance Group, Anthropic Anthropic Is Taking Over Enterprise Wall Street Lunch: Anthropic Tries To Contain Claude Code Instruction Leak Anthropic's IPO: What You Need To Know Anthropic confirms deal to launch enterprise AI services business Anthropic joins forces with Blackstone and Goldman in bold $1.5B AI push: report

Why Meta Platforms (META) is a Top Value Stock for the Long-Term Yahoo Finance

Key PointsCompanies like Intel impressed with their earnings reports.

Tesla's European rebound continues in April despite decline in Norway and Spain Reuters

Tesla posts mixed April sales across Europe but overall rebound stays on track Reuters

German Vice Chancellor Lars Klingbeil continued to push for a European Union windfall tax to cushion the fallout from the energy price spike for households and companies. “It’s an important issue that I will address once again today: the question of the windfall profits tax,” he told reporters on Monday. “I know that there is currently no majority support for this in Brussels, but it is precisely in Brussels that it is worth persisting in the face of resistance.” Speaking ahead of a meeting of euro-area finance chiefs, Klingbeil said he’s “firmly convinced that it is unfair for large corporations to profit from the current situation; therefore, I believe it is only fair and a matter of justice that the corporations profiting from the crisis should contribute to the costs of the crisis.” “I am advocating for this again today and will do so in the Eurogroup as well,” said the German, who also heads his country’s finance ministry. “I have countries like Spain and Italy on my side, and the task now is to find majorities.”

格隆汇5月4日｜特斯拉新车注册量4月继续在部分欧洲市场回升，在瑞典、法国和丹麦的注册量均同比翻倍，荷兰也有所增长，但在挪威和西班牙则大幅下滑。根据Mobility Sweden和bilstatistik.dk发布的数据，特斯拉4月在瑞典注册量同比增长111%，丹麦增长102%。法国注册量也增长112%，荷兰增长23%。行业组织ANFAC和数据编制机构OFV周一公布数据显示，特斯拉在西班牙的新注册量下降47%，挪威下降61%。

hapabapa Palantir Technologies ( PLTR ) is set to report earnings after the closing bell Monday, with investors focused on commentary around growth drivers and execution. Market expectations center on continued momentum in its Foundry platform, where recent product enhancements and faster deployment cycles—often described as “warp speed”—are seen supporting customer expansion. Participants will also parse guidance for signs of sustained demand across government and commercial segments, including potential traction tied to U.S. federal initiatives and data modernization efforts. Margin trends, deal pipeline, and bookings will be closely watched for confirmation of durable revenue visibility. Overall, the call is expected to provide clarity on scalability, pricing power, and the pace at which new use cases translate into incremental growth. Listed below is what traders on Kalshi are predicting when asked what Palantir will say in its upcoming earnings call: Foundry — 99% chance. International — 98% chance. Warp Speed — 93% chance. Revenue guidance — 87% chance. USDA — 79% chance. Partnership — 77% chance. Lethal — 69% chance. Iran / Iranian — 63% chance. Healthcare — 58% chance. Israel — 46% chance. Automotive — 31% chance. Nvidia — 31% chance. Stellantis — 30% chance. Commercial Growth — 27% chance. Government Contract — 24% chance. Gotham Platform — 18% chance. Polymarket — 17% chance. More on markets Superior Group of Companies, Inc. (SGC) Q1 2026 Earnings Call Transcript AWF: This Fund Is Doing Far Better Than The Share Price Performance Suggests Chemours: Thesis Materialization In 2026 (Rating Downgrade) IonQ's Q1 results could feature tailwinds from 'both ways of the Beltway,' Wedbush says Most and least shorted mid-to mega-cap healthcare stocks in May

hapabapa Palantir Technologies ( PLTR ) is set to report earnings after the closing bell Monday, with investors focused on commentary around growth drivers and execution. Market expectations center on continued momentum in its Foundry platform, where recent product enhancements and faster deployment cycles—often described as “warp speed”—are seen supporting customer expansion. Participants will also parse guidance for signs of sustained demand across government and commercial segments, including potential traction tied to U.S. federal initiatives and data modernization efforts. Margin trends, deal pipeline, and bookings will be closely watched for confirmation of durable revenue visibility. Overall, the call is expected to provide clarity on scalability, pricing power, and the pace at which new use cases translate into incremental growth. Listed below is what traders on Kalshi are predicting when asked what Palantir will say in its upcoming earnings call: Foundry — 99% chance. International — 98% chance. Warp Speed — 93% chance. Revenue guidance — 87% chance. USDA — 79% chance. Partnership — 77% chance. Lethal — 69% chance. Iran / Iranian — 63% chance. Healthcare — 58% chance. Israel — 46% chance. Automotive — 31% chance. Nvidia — 31% chance. Stellantis — 30% chance. Commercial Growth — 27% chance. Government Contract — 24% chance. Gotham Platform — 18% chance. Polymarket — 17% chance. More on markets Superior Group of Companies, Inc. (SGC) Q1 2026 Earnings Call Transcript AWF: This Fund Is Doing Far Better Than The Share Price Performance Suggests Chemours: Thesis Materialization In 2026 (Rating Downgrade) IonQ's Q1 results could feature tailwinds from 'both ways of the Beltway,' Wedbush says Most and least shorted mid-to mega-cap healthcare stocks in May