Virgin Galactic ( NYSE: SPCE ) traded higher on Thursday afternoon, rising 2.36% to $2.39 and ending a six-session losing streak. The stock has dropped more than 20.21% over the past six trading days, underperforming the S&P 500 Index , which gained 0.38% over

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Moby summary of Xcel Energy Inc.'s Q1 2026 earnings call

专题：聚焦美股2026年第一季度财报 核心要点 亚马逊 、 谷歌 、 微软 三家云巨头周三公布一季度财报，云业务增速均好于市场预期。 谷歌云表现最为亮眼 ，增速高达 63%，不过体量仍是三者中最小。 市场竞争日趋激烈，行业研究机构思睿研究（Synergy Research）数据显示，新兴小众云厂商 “新云势力” 已拿下 5% 市场份额。 2019 年 4 月 9 日，谷歌云首席执行官托马斯・库里安在旧金山谷歌云全球大会上发表演讲。 周四凌晨，全球三大云基础设施服务商财报悉数出炉，业绩均超越分析师预期，其中 谷歌云创下史上最快增速 ，表现一枝独秀。 随着市场对人工智能模型及相关服务的需求激增，公有云行业蓬勃发展，谷歌云正紧追亚马逊 AWS 与微软 Azure。三大厂商均提供一整套企业产品搭建与运行工具，同时自研多款 AI 模型及专用硬件。 财报发布后，思睿研究分析师约翰・丁斯代尔在邮件中表示：“这一季度的表现堪称亮眼。” 该机构估算，一季度全球云基础设施支出规模达到 1290 亿美元 。 丁斯代尔在机构最新报告中称：“我们预测未来数年云行业将保持强劲增长，人工智能将持续拉动云使用需求、催生全新应用场景，并推高云服务商营收。” 涵盖云基础设施与企业办公应用的 谷歌云 ，一季度营收暴涨 63%，至 200.3 亿美元 ，高于市场一致预期的 180.5 亿美元。这也是谷歌自 2020 年单独披露云业务业绩以来， 单季最强增速 。 除为 AI 算力负载提供全套云基础设施外，谷歌凭借 Gemini 大模型持续提升市场渗透率，在 AI 模型领域与 OpenAI、Anthropic 展开正面竞争。同时，谷歌自研 张量处理单元（TPU） 业务增速加快，正成为英伟达 GPU 之外的重要替代方案。 谷歌母公司字母表首席执行官桑达尔・皮查伊在周三分析师电话会议上表示： “企业级 AI 解决方案 首次成为谷歌云第一增长引擎 。”他透露，基于谷歌生成式 AI 模型开发的相关产品营收同比暴涨 800% 。 受财报提振，谷歌母公司字母表周四股价大涨约 7%，而亚马逊与微软股价则走低。 稳居云基础设施市场首位的 亚马逊 AWS ，一季度营收增长 28%，达 376 亿美元 ，较分析师一致预期高出近 10 亿美元。 亚马逊首席执行官安迪・贾西在财报电话会议上称，用于搭建 AI 智能体与应用的 AWS ...

Getty Images Recently, markets have been whipsawed by a steady stream of macroeconomic shocks and geopolitical surprises. From escalation one day to de-escalation the next, the US-Israel-Iran conflict has injected a persistent risk premium into oil prices. This has complicated the

Ronald Wayne joked about the move in a recent ad for Anheuser-Busch's apple flavored beer.

Image source: The Motley Fool. Thursday, April 30, 2026 at 12 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

当地时间4月30日，美国国会众议院议长迈克·约翰逊当日表示，国会没有必要介入特朗普政府针对伊朗采取的军事行动，因为美国目前“并未处于战争状态”。约翰逊在国会大厦接受采访时说：“我不认为我们目前正在进行活跃的、实质性的军事轰炸、交火或诸如此类的行动。眼下，我们正致力于促成和平。”（央视新闻）

GDP Shocker: 75% Of US Growth In The First Quarter Was Due To AI On the surface, today's Q1 GDP print was unremarkable: Real GDP grew 2.0% annualized in the first quarter , somewhat below consensus expectations of 2.3% and reflecting a surprisingly small rebound in government spending after the shutdown drag in Q4. Federal government spending contributed only half as much to real GDP growth in Q1 (+0.6%) as it subtracted in Q4 (-1.2%), implying that the level of real federal government spending in Q1 is 2.2% below its level in 2025Q3. Inventory accumulation also contributed less to Q1 growth than we had anticipated (+0.4pp vs. our expectation of +1.2pp). Net exports subtracted 1.3% from GDP after boosting it dramatically in early 2025 as imports surpassed exports. Consumer spending rose 1.6%, somewhat above consensus expectations, but as we noted earlier, much of this has been due to "stimulus" refunds which are now over, and which pushed spending growth far higher than income growth. Even with the stimmies, personal savings dropped to a 3 year low. Yet when we get to fixed investment, something remarkable emerges: Housing investment declined 8%, and subtracted 0.31% from the bottom line GDP print, which is to be expected with mortgage rates remaining very high, maintaining a depressed housing market. But Nonresidential fixed investment was the outlier, soaring by 10.4%, largely reflecting a boost from higher electronics imports and a 12% annualized decline in software prices. Let's take a closer look at the breakdown. The chart below shows quarterly annualized GDP growth broken down by components. It shows that Q1 GDP grew at exactly 2.0% in Q1. Also notable is that traditionally strong consumption, which contributed 1.0% of GDP growth, was offset by net trade (1.3%) with, inventories (0.4%) and government (0.73%) providing a modest offset. The highlighted block is Fixed Investment, which contributed 1.1%. However, keep in mind that residential fixed investment sub...

Image source: The Motley Fool. Thursday, April 30, 2026 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

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Stock Market Today: The Dow Jones index rose Thursday after key inflation data. Meta stock plunged on earnings.

Big Tech companies are increasing artificial intelligence capital spending and Quanta Services on Thursday hiked its 2026 profit outlook.

Earnings Call Insights: Landmark Bancorp, Inc. (LARK) Q1 2026 Management view "Landmark is off to a strong start this year" with "Total revenue" at "a record $18.8 million" and "Earnings per share" at "$0.83," alongside "return on assets" of "1.29%" (President, CEO & Director Abigail Wendel).

Earnings Call Insights: Alnylam Pharmaceuticals (ALNY) Q1 2026 Management View CEO Yvonne Greenstreet said Q1 “demonstrated continued strength of the business,” highlighting “over $900 million in total net revenues from AMVUTTRA and ONPATTRO combined” and “more than $1 billion in combined net product revenues generated in Q1.”

Earnings Call Insights: Service Corporation International (SCI) Q1 2026 Management View "For the first quarter, we generated adjusted earnings per share of $0.97, which compared to $0.96 in the prior year" (CEO & Chairman Thomas Ryan). "Cemetery revenue and gross

Intercontinental Exchange ( ICE ) declares a $0.52/share quarterly dividend , an 8% increase from the prior dividend of $0.48. Payable June 30; for shareholders of record June 15; ex-div June 15. More on Intercontinental Exchange Intercontinental Exchange: Heading For A Challenge Of The High (Upgrade) Intercontinental Exchange: Why The Business Remains Intact Despite Recent Macro Headwinds Intercontinental Exchange: Current Multiples Outpace Earnings Growth Intercontinental Exchange beats Q1 estimates Intercontinental Exchange Q1 2026 Earnings Preview

Earnings Call Insights: Freddie Mac (FMCC) Q1 2026 Management view "Freddie Mac kicked off 2026 with a strong quarter. We earned $3.6 billion of net income, bringing our net worth to nearly $74 billion. The total mortgage portfolio increased to $3.7 trillion as we provided $116 billion

With the rise of artificial intelligence, cybersecurity has never been more important.

Key PointsHackers are using AI to launch cyberattacks even faster, which calls for a fresh approach to cybersecurity.