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On track for first patient dosed in phase 1/2 clinical trial evaluating CYWC628 in diabetic foot ulcers in Q2 of 2026 On track for first patient dosed in phase 1/2 clinical trial evaluating CYWC628 in diabetic foot ulcers in Q2 of 2026

AI Hype Meets Hardware Crunch As US Power Equipment Market Eyes $65 Billion Boom Wood McKenzie has released a report that US spending on power generation gear for data centers alone could hit $65 billion by 2030, more than triple the $20 billion logged last year . Data center capacity is forecast to reach 110 GW by the end of the decade , with Bloomberg also commenting that “total US spending on power-plant equipment may climb to $215 billion ." The increased spending for the heavy electrical equipment market sounds great, but unfortunately, there's no equipment to buy domestically. WoodMac Sounds Alarm On Transformer Shortage Amid AI Data Center Boom https://t.co/PAIIhAfS5f — zerohedge (@zerohedge) August 16, 2025 Lead times for transformers, switchgear, and related gear stretch from 18-36 months and much of the shortfall is filled by imports from China, exposing the supply chain to the very geopolitical risks Washington claims to be racing against. The heavy reliance on imports for these grid-critical items led to the massive stack of Defense Production Act orders put out by the administration in April. Sightline Climate data highlighted earlier shows nearly half of the roughly 16 GW of US data center capacity slated to break ground in 2026 now faces delay or outright cancellation . Only about 5 GW sit under active construction. The explosion in AI data center energy demand has been ongoing for years now. From PJM’s frantic scramble for 15 gigawatts of new supply to feed hyperscaler loads to the eye watering capacity auction price spikes that data centers helped trigger . That squeeze is accelerating two parallel trends. First, hyperscalers are increasingly turning to behind the meter solutions . These include small nuclear reactors or gas fired generation directly on site. This approach allows them to bypass years-long waits for grid interconnection. Examples include Brookfield’s nuclear tied cloud venture to Nano Nuclear modular reactor studies and Talen Energy’...

Apple (NASDAQ:AAPL) Posts Better-Than-Expected Sales In Q1 CY2026 The Globe and Mail

Image source: The Motley Fool. Thursday, April 30, 2026 at 4:30 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Image source: The Motley Fool. Thursday, April 30, 2026 at 4:30 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Shares of Impinj (NASDAQ: PI) closed Thursday's trading 20.5% higher. It opened the morning session at an even loftier 36.1% gain. The maker of RAIN RFID tags and tag readers published Q1 2026 results on Wednesday evening, topping Wall Street's expectations. Installing an RFID tag. Image source: Getty Images. At first glance, the report doesn't look all that great. Continue reading

From watching too much Nordic noir , I have learned the key lessons to Scandinavian safety: Stay out of the deep woods, avoid all "rustic villagers," flee every solstice or equinox ritual, and run screaming from any creature (human or otherwise) wearing antlers in the wrong anatomical location. But assuming you can avoid pagan magic and the "old gods," Nordic countries do well on many other measures of human development. In the most recent World Happiness Report , for example, Finland tops the list while Iceland, Denmark, Sweden, and Norway are all in the top six. (Costa Rica is the non-Nordic exception here, taking the fourth spot.) These countries are also near the top in global average life expectancy . Read full article Comments

Alphabet (NASDAQ:GOOGL) , a provider of internet-related services and products, including search, advertising, and cloud computing, closed Thursday at $381.94, up 9.96%. The stock is jumping after fiscal Q1 2026 results topped lofty expectations. Investors are watching to see whether accelerating AI-driven Cloud and Search growth can offset heavy infrastructure capital spending. Trading volume reached 44.5 million shares, about 36% above its three-month average of 32.8 million shares. Alphabet went public in 2004 and has grown 15,231% since going public. The S&P 500 added 1.08% to finish Thursday at 7,213, while the Nasdaq Composite rose 0.89% to close at 24,892. Among large technology rivals, Microsoft closed at $407.78, down 3.93%, while Meta Platforms ended at $611.91, down 8.55%, underscoring mixed sentiment across the broader technology group. It was an excellent quarter for Alphabet, as Q1 revenue rose 22% and EPS spiked 81% (largely due to unrealized gains on equity securities), easily outpacing analysts’ expectations. However, two figures stole the show. Continue reading

With Trump's $1.5 Trillion Defense Budget, Palantir Looks Less Like a "Story Stock" and More Like a Strategic Vendor The Motley Fool

Key PointsAfter a roughly year-long decline, Chipotle's same-store sales rose in the first quarter.

Earnings Call Insights: O'Reilly Automotive (ORLY) Q1 2026 Management View CEO Brad Beckham credited “our over 93,000 team members” and said Q1 delivered “an 8.1% increase in comparable store sales” and “double-digit total sales growth of 10.2%,” alongside “an impressive 14% increase in operating profit” and “a 16% increase in diluted earnings per share.” CEO Beckham said professional remained the larger driver and that Q1 marked “the third straight quarter we have posted double-digit professional comps,” while DIY produced “a mid-single-digit comp,” with upside “driven by better-than-expected growth in ticket counts.” CEO Beckham tied part of the quarter’s upside to “the combination of an increased average refund size as well as higher total refund dollars” plus “warm and generally dry conditions,” while also saying, “we are just as confident… reflects share gains our team is winning on both sides of our business.” Quote (Executive VP & CFO Jeremy Fletcher): “We repurchased 10 million shares at an average share price of $92.45 for a total investment of $923 million.” Quote (President Brent Kirby): “Our private label penetration has climbed to over 50% of total revenue.” Outlook Management kept full-year comparable store sales guidance at 3% to 5%, with CEO Beckham stating results “right now have pushed us to the top half of our full year range,” while adding, “we remain cautious in our outlook for the consumer.” CEO Beckham highlighted fuel as a swing factor: “Rapid increases in fuel costs have the potential to impact consumer spending,” while also noting, “our first quarter results and trends thus far in April have not indicated a pullback in consumer demand.” Management raised full-year EPS guidance to $3.15 to $3.25; CEO Beckham said, “Our increase in EPS guidance is driven by our first quarter sales and operating performance and the impact of shares repurchased through the date of our earnings release yesterday.” Operating profit guidance increased by 10 basis ...

Image source: The Motley Fool. Thursday, Apr. 30, 2026 at 4:30 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

大宗商品贸易商摩科瑞能源集团（Mercuria Energy Group Ltd.）已向伦敦高等法院对波罗的海交易所旗下负责编制运价基准的子公司Baltic Exchange Information Services Ltd.提起诉讼。起诉文件显示，争议焦点在于所谓TD3C航线费率。原告称，这一运价基准失真已导致数亿美元的损失。波罗的海交易所（隶属于新加坡交易所）及摩科瑞的发言人均拒绝置评。（彭博）

Alones Creative/iStock via Getty Images NEW YORK (April 29)—Yesterday morning, it was announced that the United Arab Emirates (UAE) will break from the Organization of Petroleum Exporting Countries (OPEC) on May 1. The UAE has been a member of OPEC for nearly 50 years . While OPEC is not currently under quota, there is a "Hatfield vs. McCoy," "you're either with us or against us" mindset in these things because Iran is an OPEC member. Last Friday, Treasury Secretary Scott Bessent defended the possibility that the Treasury might extend currency swap lines to Persian Gulf allies like the UAE. The initiative would differ from the Federal Reserve's permanent and traditional swap lines among the “ Fed Five ” that the US has extended since 2013 to major trading partners, like the UK, Japan, Canada, the ECB, Switzerland, etc. In a lengthy X post on Friday morning, Secretary Scott Bessent asserted that US allied nations in the Gulf had robust balance sheets, in some cases, even more robust than those to which the Fed has extended permanent swap lines. The talk of swap line discussion and the UAE’s exit from OPEC, where Iran is also a member, together with a Truth Social post from President Trump in the pre-dawn hours this morning, is, in our opinion, a bright, yellow caution light that the Iran War is about to escalate kinetically and rapidly. Investors should take note. Act accordingly. Here’s why. What is a “Swap Line,” Exactly? Generally, a swap line is an exchange of currencies; most often, as a loan from a central bank in its currency to a foreign central bank using the borrower’s currency as collateral. In the United States, the Treasury Department maintains a separate and distinct, albeit much smaller, swap line facility that it can use independent of the Fed at the discretion of the Executive Branch. And Why Use Them? For the borrower, a swap line provides liquidity in the lending nation’s currency and serves as a “vote of confidence” for the viability of the borrow...

Back in the 2010s, Apple had a problem: it had too much cash, and more kept coming in. The company began paying dividends and buying back shares, managing a complex balance sheet that includes cash, investments, and debt. It announced a plan to get to bring those in line, and get net cash close to zero through an aggressive return of cash through share buybacks and dividends.

World number one Luke Littler wins his fifth night of the Premier League Darts season to return to the top of the table.

苹果CEO库克表示，第二季度的内存成本高于第一季度，预计第三季度的内存成本将显著高于第二季度。预计在当前季度后，内存成本将对业务产生更大影响。将考虑多种方案以应对内存成本。（财联社）

Brothers91/E+ via Getty Images Shares of Belden ( BDC ) have plunged following a decent first-quarter earnings release, but moreover in reaction to the announcement of the purchase of RUCKUS, this business being bought from Vistance Networks ( VISN ) . That business, better known as CommScope to many, has gone on a selling streak recently. Investors apparently fear Belden overpaying and taking on leverage, as this share price setback in isolation looks quite compelling. However, with Belden having a bit of a mixed track record and quite some leverage taken on, I am not automatically buying the dip just yet here. Other interesting corporate events, including earnings and recent M&A events, are discussed more extensively at Value In Corporate Events . Buying RUCKUS Alongside the release of the first quarter earnings report, Belden has reached a deal to acquire RUCKUS from Vistance Networks in a $1.85 billion deal. With the deal, Belden will acquire a leading provider of enterprise networking solutions, which delivers purpose-built connectivity for high-density and mission-critical environments to nearly 50,000 customers across the globe. Solutions include Wi-Fi, enterprise switching, and cloud networking platforms. The company disclosed in the press release that a 13 times EBITDA multiple has been paid based on projected EBITDA in 2026. This suggests a $142 million EBITDA contribution with these margins seen surpassing 20% of sales in year one, which implies a roughly $700 million revenue contribution. The accompanying deal presentation was a bit more revealing in terms of financial information being provided. This revealed RUCKUS generating $687 million in sales in 2025, a number up 32% on the year before, with EBITDA reported at $127 million. All this suggests that growth is seen continuing in 2026, albeit at a more modest pace here. The strategic rationale behind the deal is that adding wireless, cloud networking, switching, routers, and gateways to the product lin...

filo Amgen ( AMGN ) reported Q1 financial results that beat on both lines and also provided 2026 revenue and EPS guidance ranges that include consensus figures. Full-year revenue is projected in the range of $37.1B-$38.5B. Consensus is $37.8B. Non-GAAP EPS is expected to be $21.70-$23.10. Consensus is $22.32. Q1 non-GAAP EPS of $5.15 compares to $4.90 in the year-ago period. Amgen was helped in the period by strong growth in its top-selling medicine, the cholesterol-lowering drug Repatha ( evolocumab ), with sales growing 34% year-over-year to $876M. Sales of the company's former No. 1 drug, the osteoporosis treatment Prolia (denosumab), slid 34% to $727M due to increased biosimilar competition. The thyroid eye disease biologic Tepezza (teprotumumab) was another bright spot as revenue increased 29% to $490M. Amgen ended the quarter (March 31) with cash and cash equivalents of $12B compared to $9.1B on Dec. 31, 2025. More on Amgen Amgen Inc. 2026 Q1 - Results - Earnings Call Presentation Eli Lilly Vs. Amgen: Who Leads Obesity And IMIDs Amgen's Thyroid Eye Disease Data Rocks Rival Viridian, Makes It The Better Buy Amgen Non-GAAP EPS of $5.15 beats by $0.38, revenue of $8.62B beats by $50M Amgen Q1 Preview: What to expect

格隆汇5月1日｜据华尔街日报报道，MetaPlatformsCEO扎克伯格在周四的一次全公司会议上，就公司激进的AI计划给出了新的细节，并回应了市场对其第一财季业绩的负面反应。扎克伯格将Meta股价8%的下跌归因于投资者对其预期资本支出上修的担忧，以及该公司对第二财季增长放缓的预告。扎克伯格说，在2月底美国在伊朗开战后，Meta的广告业务出现了“轨迹变化”。他说：“如果油价上涨，那么消费者会把更多的钱花在石油和汽油上，而在那些可有可无的非必需品上的支出就会减少，而广告投放通常是针对这类商品。”扎克伯格将公司下个月的裁员计划归因于需要在数据中心和其他人工智能基础设施上投入更多资金。他说：“公司基本上有两个成本中心。一个是计算和基础设施，另一个是人员方面。如果我们在一个领域投入更多资金来服务我们的社群，那就意味著我们能分配给另一个领域的资本就少了。所以这意味著我们确实需要适度缩减公司的规模。”