Earnings Call Insights: Axalta Coating Systems (AXTA) Q1 2026 Management View “We delivered strong results and exceeded expectations across our financial metrics,” said CEO Chrishan Anthon Villavarayan, adding, “we generated net sales of $1.25 billion, adjusted EBITDA of $259 million and adjusted diluted EPS of $0.56.”

Higher oil prices fail to lift Pemex as Q1 loss hits $2.6 billion Reuters

格隆汇5月1日｜据总部位于英国的“伊朗国际”报道，两名知情人士透露，伊朗总统和议长正在寻求撤换伊朗外长阿拉格齐，指责他在核谈判中听从革命卫队司令的指示，而没有通知总统。消息人士称，伊朗总统佩泽希齐扬和伊朗议会议长卡利巴夫认为，阿拉格齐最近几周的行为与其说是执行政府政策的内阁部长，不如说是革命卫队指挥官艾哈迈德·瓦希迪的助手。消息人士称，这种情况引起了佩泽希齐扬的强烈不满，他已向身边的人表示，如果这种情况继续下去，他将解雇阿拉格奇。

Key PointsThe Big 3 indexes are up today, with the Dow leading the way for once.

Kenneth Cheung Vehicles equipped with Google Assistant will be getting an upgrade with Google’s ( GOOG ) ( GOOGL ) Gemini AI Assistant, enabling drivers to ask for directions, get updates on their journey, and select radio stations or playlist options in a conversational tone, rather than

Kenneth Cheung Vehicles equipped with Google Assistant will be getting an upgrade with Google’s ( GOOG ) ( GOOGL ) Gemini AI Assistant, enabling drivers to ask for directions, get updates on their journey, and select radio stations or playlist options in a conversational tone, rather than

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks surged on the last day of April . The S & P 500 hit an all-time, intraday high and went above 7,200 for the first time ever. The Nasdaq also rallied and traded just under Monday's record high. Both indexes were on track for their best months since 2020. Ahead of the close, the S & P 500 is up more than 10% in April, while the Nasdaq is up over 15% for the month. Lower oil prices and lower bond yields certainly helped stocks on Thursday. Brent crude pulled back from Iran wartime highs of $126 per barrel. The 10-year Treasury yield dipped on slower-than-expected U.S. economic growth. The big four hyperscalers — Alphabet, Amazon, Microsoft, and Meta — all boosted their already hefty full-year capital expenditure guides, alongside their earnings on Wednesday evening. It's a rarity that they all delivered their quarters on the same night, which gave us an immediate picture of how much more they're all prepared to spend to keep pace in the artificial intelligence race. Normally, we're left piecing it together over several days. With all four outlooks in hand, Alphabet, Amazon, Microsoft, and Meta are committing to spend a total of at least $695 billion this year. That's an over 14% increase from the previous estimate of $608 billion. Here is how that $695 billion number breaks down for this year. (The following order is also how Jim Cramer ranked the earnings.) Alphabet: $180 billion to $190 billion, up from the previous estimate of $175 billion to $185 billion Amazon: unchanged at $200 billion Microsoft: roughly $190 billion (Microsoft did not give a total in its previous guide, which was estimated from analysts estimates on FactSet) Meta Platforms: $125 billion to $145 billion, increased from its prior range of $115 billion to $135 billion One thing is clear. All four companies are not letting ...

Thapana Onphalai/iStock via Getty Images By Catherine Yoshimoto, Director, Product Management, Benchmark Product Development As the June 2026 reconstitution of the Russell US Indexes nears, we share three key considerations: 1. The Russell recon follows a well-orchestrated timeline The

Sternlicht's Starwood Real Estate Fund Gates Redemptions Earlier this month, when much of the attention was largely focused on private credit, we warned that one of the old, familiar credit market time-bombs, commercial real estate which for many years had been penned as the "Next Big Short", was deteriorating rapidly: according to the latest TREPP CMBS monthly report, March saw a surge in the CMBS delinquency rate, which jumped by 41bps to 7.55%, the highest in years, led by a surge in the lodging rate, a category which until now was not a source of concern. It now appears that this particular time bomb is about to go off, as the huge redemptions wave that rocked private credit in recent months is making a move into commercial real estate. According to Bloomberg , Barry Sternlicht's high-profile Starwood Capital Group Management is halting redemptions from a $22 billion real estate fund aimed at retail investors as it seeks to prevent a flight of assets amid mounting pressure on its bet that the commercial real estate markets would quickly recover from interest rate rises in 2022 and 2023 The asset manager is “temporarily suspending” share repurchases from its Starwood Real Estate Income Trust with a few exceptions following a strategic review, according to a letter to shareholders . It will also cut its annualized distribution to 4.7% for Class I shares, down from 6.3% as of March. Sternlicht's fund, one of the first retail private markets funds, pinned its decision to temporarily suspend most redemptions on interest rates that have “remained high”. The move comes after Sreit had restricted investors’ liquidity rights by more than 80% two years ago “We recognize this decision may be frustrating for some shareholders,” Starwood CEO Barry Sternlicht said in the letter. “However, taking this step now allows us to preserve the opportunity to realize better outcomes as market conditions improve.” The issue was “not the real estate,” said Sternlicht in the letter, but r...

Continuing my "Bull vs. Bear" series of articles examining the bullish and bearish arguments for some popular stocks, I come to D-Wave Quantum (NYSE: QBTS) . D-Wave has been a volatile stock, up nearly 150% over the past year but down around 30% year to date, as of this writing. Meanwhile, the stock has drawn about a 16% short interest from investors. Let's delve into the bullish and bearish cases for the quantum computing stock . Image source: The Motley Fool. Continue reading

Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) is best known for its industry-leading search technology, and for good reason. While estimates vary, Google continues to dominate with a roughly 90% market share. In recent years, however, the focus has been on the company's emergence as a force in cloud computing and -- more recently -- its prowess in artificial intelligence (AI) . That shift was front and center when Alphabet reported its financial results, as the company's cloud growth stunned market watchers, fueled by surging demand for AI. Image source: The Motley Fool. Continue reading

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The wave of layoffs that made their way through the tech sector has raised a lot of questions. Most notably, what’s the cause of the latest wave of cuts? Some would argue that a correction from overhiring during the COVID days is to blame, while others might point the finger at the rise of generative ... The Latest Tech Layoffs Look Less Cyclical and More Like the First Wave of AI‑Driven Efficiency

Key PointsSprouts grew sales by 4% as it lapped tough year-over-year comparables.

格隆汇5月1日｜标普500指数日内涨幅扩大至1%。

美股震荡走高，标普500指数涨幅扩大至1%。

Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned dollars to make a purchase, is that they expect to make money. Today

Meta threatens to shut down Instagram, Facebook in New Mexico if judge orders ‘impractical’ kids protections New York Post

WTI原油期货价格收于每桶105.07美元，下跌1.81美元，降幅为1.69%。

【有線新聞】美國和委內瑞拉相隔7年首度恢復直航航線。 由美國飛往委內瑞拉首都加拉加斯的客機，降落後獲「水門禮」迎接，美國航空子公司特使航空AA3599航班，早上10時許在邁阿密出發，航程約3小時。公司宣布恢復直航後，下一班機將在21號出發，委內瑞拉和美國2019年斷交，來往兩地的直航航班暫停，不過年初美軍生擒委內瑞拉總統馬杜羅夫婦後，兩國關係回暖恢復外交，上月重開美國駐當地的大使館。

FabrikaCr/iStock via Getty Images The last time I spoke about Zenas BioPharma, Inc. ( ZBIO ), it was with a Seeking Alpha article entitled " Zenas: Maintaining 'Strong Buy' As Cross-Trial Comparison Of Obexelimab Should Not Be A Factor

Blue Owl stock is surging after it reports growth in its data center financing and leasing business.

Guilherme Soares/iStock via Getty Images I previously rated Iron Mountain Incorporated ( IRM ) as a Buy in February 2026, attributed to their profitable growth prospects across physical and digital data storage capabilities. In this article, I shall discuss why I am

【有線新聞】宏泰閣及宏建閣第三日開放居民上樓執拾。 居民陸續抵達廣福社區會堂登記，有居民帶備手推車、背包等，亦有人帶同鐵鏟等上樓執拾。宏泰閣是損毀最嚴重的其中一座，亦有最多居民罹難。而宏建閣損毀較少，有居民不滿政府在住戶未知道單位情況下，就要求居民就安置作決定。亦有居民腳部曾經做過手術，即使居住高層，亦想上樓看看單位情況。 宏建閣住戶關太：「家人叫我不要上，但我覺得我一定要上去。（為甚麼、有甚麼心願？）我由入伙住到現在、40多年，喜怒哀樂都在這個家，我都要回去看看我的單位有甚麼問題、有無遺失物件，或者可以取回我的回憶。每天早上去游水，之前在宏福苑都會，醫生叫我強化四頭肌。」 宏建閣住戶蕭先生：「公布方案時根本沒有人知道單位損毀情況，當時沒有選擇，當公布方案時才知道只有一個單位（嚴重損毀），但政府已經公布有甚麼方案，我們已經沒有選擇。老人家不能等很多年，不如自己租地方或買樓，等不到了，幾年都免得等。」

Activist hedge fund ADW Capital is offering $18 per share to buy Driven Brands ( DRVN ) in a deal that would value it at close to $3B, according to The Wall Street Journal. The move is part of ADW’s effort to turn around

CEO Andy Jassy used Wednesday's earnings call to make clear that despite massive investments in warehouse automation, Amazon still sees significant room to grow its robotics operations.

【有線新聞】在公眾地方管有另類吸煙產品，如電子煙、加熱煙等即屬違法，首日發出至少4張告票，衞生署控煙酒辦說與預期差不多，強調法例對公眾地方定義清晰。 新修例定明，在公眾地方管有電子煙煙彈、煙油、加熱煙煙支等指明的另類吸煙產品，即使沒吸食亦可罰款3,000元，衞生署控煙酒辦稱會加強巡查人流多的地方。衞生署控煙酒辦公室主任林民聰：「本身這樣產品，電子煙、加熱煙入口、宣傳、製造已經禁止4年，社會上已經沒有合法途徑獲得這類產品，加上最近大量宣傳工作，預計發出定額罰款通知書情況應該不會非常嚴重。」 林民聰說票控時會沒收另類煙煙彈、煙油，如果煙機可以分拆出來就不會沒收，又強調法例對公眾地方的定義清晰。 至於有意見擔心新修例會令人重投傳統香煙，林民聰說研究顯示，年輕人吸食過電子煙轉吸傳統煙的機會高3至4倍，禁煙是一整套工作。林民聰：「很多吸食另類煙人士，同時吸食傳統煙，所以整套工作，不可以單單只做一措施就解決。除了要規管或消除這些加熱煙、電子煙在市場上流通，同時更加重要是持續做，行之有效、多管齊下的禁煙措施，兩樣同時做，亦要幫使用尼古丁煙草產品人士戒煙。」 林民聰又說，會針對售賣另類煙加強主動巡查及網上監察，強調只要違法就會檢控。

【有線新聞】內地五一黃金周開始，入境處預計期間有98萬內地旅客入境。 在高鐵西九龍站早上就有不少旅客入境，不少都是一家大小，部分人拖著行李。入境處估計，黃金周五天訪港內地旅客按年增加7%，達98萬人，旅遊業議會預計有800多個入境團到港，旅監局已經提醒旅行代理商盡量分散入境時間。港鐵在黃金周期間亦會增加來往西九龍及福田站的高鐵班次，亦會加強東鐵綫列車服務。

美国总统特朗普宣称，会见英国国王查尔斯三世之后，决定取消部分威士忌关税。 英镑兑美元目前涨0.88%，暂报1.3590。 标普500指数涨幅扩大至1%，道指涨807点涨幅1.65%，纳指涨0.92%，纳斯达克100指数涨0.98%，生物科技指数反弹1.89%，半导体指数涨2.08%，银行指数涨1.54%。