Elon Musk Took Home $0 From Tesla in 2025 inc.com

In trading on Friday, shares of Axos Financial Inc (Symbol: AX) crossed below their 200 day moving average of $87.74, changing hands as low as $85.86 per share. Axos Financial Inc shares are currently trading off about 10.4% on the day. The chart below shows the one year perfo

Richard Drury/DigitalVision via Getty Images Back in January of this year, I decided to reaffirm Northeast Bank ( NBN ) as a soft "Buy" candidate. I found myself impressed with the asset quality and earnings growth that the company had exhibited. However, the stock was not as attractively priced as it was in the past. This stemmed from the fact that the business had, during the time that I had been bullish about it, experienced incredible upside compared to the S&P 500. Since I had upgraded the stock to a "Buy" back in June of 2025, the stock had jumped 31.4%. That was meaningfully higher than the 16.9% increase that the market saw. Since then, we have seen it perform more along the lines of the market, rising 3.6% while the S&P 500 is up 3.9%. But that doesn't change the fact that, since I upgraded it , it has jumped 49.8%. That's massively higher than the 20.2% rise that the S&P 500 experienced. Looking at the data that's available today, I see continued expansion on the top and bottom lines. The company's balance sheet continues to grow. On top of this, changes in the composition of its balance sheet, combined with changes in the interest rate environment, have improved things quite a bit. Asset quality remains strong, and, at least in relation to earnings, the business is appealing from a valuation standpoint. When you add all of this together, it makes perfect sense to me to reaffirm it as a "Buy" candidate. I Can't Stop Banking On Northeast Bank Author - SEC EDGAR Data The only new data that investors have regarding Northeast Bank since I last wrote about it covers through the third quarter of the company's 2026 fiscal year. The first thing I would like to touch on in this article, as opposed to the balance sheet when I last wrote about the business, would be changes in interest rates and how they are affecting the company. In the chart above, you can see that from the third quarter of 2025 to the third quarter of 2026, Northeast Bank saw a rise in net interes...

格隆汇5月2日｜标普：霍尔木兹海峡的长期有效封锁可能会在2027年前对卡塔尔的财政和外部状况造成压力。

Wedbush said it doesn't expect Elon Musk's lawsuit against OpenAI ( OPENAI ) to have a major impact on the company or its chief executive officer, Sam Altman. "We continue to believe that any major damage to OpenAI and Altman will be more scrapes and bruises than real consequences for the company and his role as CEO," Wedbush analyst Dan Ives said in a note on Friday. The case is being heard by a federal court in Oakland, Calif., with the liability phase of the trial expected to last into mid-May. If OpenAI is found liable, the remedy phase should begin on May 18, according to Wedbush. Musk wrapped up his testimony on Thursday. Musk is suing OpenAI ( OPENAI ) for allegedly misleading him into thinking the company would remain a non-profit focused on safe AI development when he provided $38M in start-up funding. He has asserted that OpenAI's eventual conversion into a for-profit entity was an abandonment of its charitable mission and done to enrich certain individuals associated with the company. Codefendants in the suit include Altman and OpenAI President Greg Brockman, along with Microsoft ( MSFT ), a major investor in the company. Musk is reportedly seeking over $130B in damages, along with the removals of Altman and Brockman from their corporate positions. He's also asked the court to unwind OpenAI's conversion into a for-profit entity. Musk co-founded OpenAI with Altman, Brockman, and several other technologists in 2015 and served on its board until 2018. After leaving the board, Musk went on to found his own AI company, xAI ( X.AI ), which was eventually merged into Musk's SpaceX ( SPACE ). OpenAI, meanwhile, has denied Musk was misled, asserting he left the board after failing to convince OpenAI's leadership that it should be merged with Tesla ( TSLA ). OpenAI has also accused Musk of filing the suit to slow down its progress, as the company competes in the same space as xAI. Both SpaceX and OpenAI are reportedly looking to hold massive IPOs later this year. O...

Kenneth Cheung/iStock Unreleased via Getty Images Introduction Per my February article , AI is transforming Meta Platforms, Inc. ( META ). We now have the Q1 '26 release , and revenue growth continues to be excellent. Also, Meta’s March 2026 Four MTIA Chips in Two Years blog post gives us new insight into Meta’s distinct approach with custom silicon. My thesis is that Meta does things in a unique way, which enables them to drastically simplify the advertising world. Meta’s Unique Thinking In addition to the new resources mentioned above, three older sources help complete the picture with respect to Meta’s one-of-a-kind thinking. Meta’s approach is documented across the 2023 Meta Training and Inference Accelerator (“MTIA”) paper (Firoozshahian et al.), the January 2025 infrastructure writeup (Tang), and the June 2025 MTIA 200 paper (Coburn et al.). Together, these show a consistent pattern of tight co-design of models, hardware, and infrastructure. The naming has since evolved as the first-gen MTIAs from the 2023 paper are now called MTIA 100s, and the second-gen chips from the 2025 paper went from being called MTIA 2i to MTIA 200. As the 2023 paper explains, Meta’s feed and ad systems rely on deep learning recommendation models (“DLRMs”), and sometimes these recommendation systems are referred to internally as RecSys. These models ran on CPUs back in the day before moving to GPUs, which were well-suited for LLM training at the time but overkill for the type of inference Meta needed. Those GPUs were like using race cars to deliver pizzas. MTIA 100 was designed specifically for this workload. It operated at ~25W versus ~250 to 500W for GPUs like the Nvidia ( NVDA ) A100s and ~350W for the Nvidia H100s. Rather than using high-bandwidth memory (“HBM”), MTIA relies on lower-cost memory and a large on-chip cache, which is effective because recommendation models reuse data frequently. This approach continued with the MTIA 200. One tradeoff is software, as Nvidia’s CUDA eco...

Meta Does Things Their Own Way (NASDAQ:META) Seeking Alpha

From burglary to ransom, Oscar-winners like Frances McDormand, Jared Leto, Whoopi Goldberg and Olympia Dukakis have lost their coveted statuettes.

格隆汇5月2日｜标普：预计2026年卡塔尔经济将实际萎缩5%。

RHP 8-K及美國證券交易委員會申報文件 Yahoo 財經

If next week's jobs report shows a still resilient labor market, that could relieve investors wary of a weakening economic outlook. The U.S. economy is expected to have added just 50,000 jobs in April, far below the prior blowout reading of 178,000, according to FactSet consensus estimates. The unemployment rate is expected to have held steady at 4.3%. A "goldilocks" report could alleviate fears of a weakening U.S. economy, as some recent signals have suggested. On Thursday, the Commerce Department reported that gross domestic product grew at a 2% seasonally adjusted annualized pace in the first quarter, higher than 0.5% in the fourth quarter of 2025, but below the 2.2% estimate. Bob Lang, founder and chief options analyst at Explosive Options, expects a strong jobs number could be welcome news for the stock market, though he also doesn't expect it will do much to the interest rate outlook. That's because the latest Federal Reserve meeting suggested a reduction isn't in the cards anytime soon, after three dissents on the policy statement showed a lack of support for an "easing bias" in the current moment. Markets have adjusted their expectations as well. After coming into the year pricing in two rate cuts, the recent fed funds futures pricing shows little likelihood of a reduction coming until well through next year. Sell in May There are other reasons to be wary. Investors are coming up on what's seasonally the worst six months for the stock market, a historical pattern referred to in the stock market maxim: "Sell in May and go away." A number of voices in various parts of Wall Street have suggested though that this time could be different. JPMorgan's trading desk found that the S & P 500 has averaged a return of 1.5% in May , with a 1.9% pop in June over the last 10 years. In July, the broader index has averaged 3.4% advance. That has been especially true during the Trump presidency. Jeff Hirsch, editor of the Stock Trader's Almanac, said in an email earlier this ...

格隆汇5月2日｜标普：卡塔尔评级确认为'AA/A-1+'；展望稳定。

Source: Bloomberg, 0:00

Palantir Q1 preview: Eyes on defence growth, AI momentum (PLTR:NASDAQ) Seeking Alpha

Michael Vi Palantir ( PLTR ) is set to post quarterly results on Monday, and investors will keep an eye on the company’s AI-related developments as well as its guidance amid a sharp rise in defence spending and surge in government contracts. Wall Street expects the Denver-based company to post EPS of $0.28 on revenue of $1.54B, implying a rise of 74.2% during the quarter. Palantir, which is a major software provider for the U.S. Department of Defense and its allies, has emerged as a major beneficiary of surging defense spending. The data analytics firm, in February, posted a massive jump in its commercial and U.S. government revenue, with its strong fourth quarter results drawing positive attention from Wall Street analysts. Earlier this month, Palantir said it has signed a $300M blanket purchase agreement with the U.S. Department of Agriculture to support farm program operations and modernize digital services for farmers. The company is reportedly also helping the Internal Revenue Service analyze dozens of data sets on American citizens to investigate a vast range of financial crimes. Over the last two years, Palantir has beaten both revenue and EPS estimates 100% of the time. Morgan Stanley said Palantir heads into the first quarter with an attractive setup. "Fundamentals remain exceptionally strong, with accelerating U.S.-led growth, expanding large-customer adoption, and best-in-class margins, making the path to $10B in revenue increasingly credible," said Morgan Stanley analyst Sanjit Singh. Seeking Alpha analysts and Wall Street are bullish and rated it a Buy. However, Seeking Alpha’s Quant rating gave it a cautious Hold, mainly due to its valuation concern. “We expect to see another robust quarter driven by the expanding use-cases for the company’s AIP as demand accelerates across both government and commercial for its offerings with PLTR being at the forefront of the AI Revolution,” stated Wedbush analyst Dan Ives. Meanwhile, Citi believes that the company r...

格隆汇5月2日｜道琼斯指数5月1日（周五）收盘下跌152.87点，跌幅0.31%，报49499.27点； 标普500指数5月1日（周五）收盘上涨21.11点，涨幅0.29%，报7230.12点； 纳斯达克综合指数5月1日（周五）收盘上涨222.13点，涨幅0.89%，报25114.44点。

July NY world sugar #11 (SBN26 ) on Friday closed up +0.34 (+2.33%), and Aug London ICE white sugar #5 (SWQ26 ) closed up +7.60 (+1.73%). Sugar prices rallied sharply on Friday, with NY sugar posting a 3.5-week high. Concerns that higher gasoline prices will prompt the world's sugar mills...

July ICE NY cocoa (CCN26 ) on Friday closed up +27 (+0.76%), and July ICE London cocoa #7 (CAN26 ) closed up +20 (+0.75%). Cocoa prices settled higher on Friday, with London cocoa posting a 2.5-month high on carryover support from Thursday amid signs that consumer demand for chocolate is...

In trading on Friday, shares of Boston Beer Co Inc (Symbol: SAM) crossed below their 200 day moving average of $218.40, changing hands as low as $207.85 per share. Boston Beer Co Inc shares are currently trading down about 8.5% on the day. The chart below shows the one year pe

In trading on Friday, shares of Morgan Stanley Emerging Markets Debt Fund Inc CO (Symbol: MSD) crossed above their 200 day moving average of $7.46, changing hands as high as $7.52 per share. Morgan Stanley Emerging Markets Debt Fund Inc CO shares are currently trading up about

In trading on Friday, shares of Greif Inc (Symbol: GEF) crossed above their 200 day moving average of $66.01, changing hands as high as $67.08 per share. Greif Inc shares are currently trading up about 2.5% on the day. The chart below shows the one year performance of GEF shar

当地时间5月1日，比利时航运分析机构克普勒公司发布报告说，过去一天， 共有7艘船只通过霍尔木兹海峡 ，其中4艘驶离、3艘驶入。 报告说，尽管美国声称对伊朗实施海上封锁，但4月30日仍有三艘与伊朗有关的船只通过霍尔木兹海峡。 责任编辑：何云

格隆汇5月2日｜本周，标普500指数上涨0.9%，道琼斯指数上涨0.5%，纳斯达克指数上涨1.1%。标普500指数和纳斯达克指数连续第六周上涨，为2024年10月以来最长连涨纪录。

总台记者 当地时间5月1日获悉，白宫在一封致美国国会的信中表示，尽管美军在伊朗周边地区仍有军事存在，但 其 与伊朗的敌对行动已经“结束” 。特朗普政府表示，鉴于4月初已开始停火， 对伊战争实际上已经结束 。这一表态与“60天法律期限”有关，试图解释为何无需就此寻求国会授权。 信中还表示，尽管美国对伊朗政权的军事行动取得了成功，并且持续努力确保持久和平，但伊朗对美国及其武装部队构成的威胁仍然十分重大。（总台记者 赵淼） 责任编辑：何云

Apple (AAPL) Raises Mac Mini Starting Price Amid Strong Demand a GuruFocus

Meta Platforms (META) Acquires AI Startup Assured Robot Intelligence GuruFocus

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Source: Bloomberg, 0:00