US equity futures waver and oil fluctuates after hitting a wartime high following a report that President Trump is set to receive a briefing on new military options for action in Iran. Mixed results in tech earnings show Alphabet and Amazon's payoff in AI spending, while Meta lagged behind. Investors await the latest PCE data and rate decisions from the Bank of England and the European Central Bank. Jordan Rochester of Mizuho Bank anticipates more split votes under Kevin Warsh as Chair of the Federal Reserve. Angelo Zino of CFRA discusses tech earnings. (Source: Bloomberg)

Upbound Group press release ( UPBD ): Q1 Non-GAAP EPS of $1.08 beats by $0.01 . Revenue of $1.2B (+1.7% Y/Y) misses by $30M . 2026 Outlook Reaffirmed: For fiscal year 2026, the Company reaffirms its expectation for consolidated revenue of between $4.70 billion and $4.95 billion, Adjusted EBITDA6 of between $500 million and $535 million, and non-GAAP diluted EPS6 of between $4.00 and $4.35. For the second quarter of 2026, the Company expects consolidated revenue of between $1.1 billion and $1.2 billion, Adjusted EBITDA6 of between $120 million and $130 million, and non-GAAP diluted EPS6 of between $1.00 and $1.10. More on Upbound Group Upbound Group Deserves An Upbound Share Price Upbound Group, Inc. 2025 Q4 - Results - Earnings Call Presentation Upbound Group, Inc. (UPBD) Q4 2025 Earnings Call Transcript Upbound Group Q1 2026 Earnings Preview Upbound teams with Amazon for in-store pickup, return services

Mohamad Faizal Bin Ramli/iStock via Getty Images After all the tweaks to the High Roller ( ROLR ) story that sent the stock flying earlier in the year, it feels like a lot of folks walked away once it came back to trading around $4. Well, I can say that I was not one of them. I kept my price target here between $9.70 and $12.90 based on some clear assumptions. Just to jog your memory, here’s what I’m leaning on: Crypto.com's prediction market platform would generate approximately $0.5 to $1 billion in betting volume in Year 1 (approximately 0.6 to just over 1% market share considering a 2025 TAM for prediction markets). As High Roller's revenue would be fee-based, I was targeting an incremental revenue at the midpoint of $27.5 million. The legacy B2C business would contribute the rest, up to $55 million in total post-deal revenue. I plugged in ~1.5 to 2x sales here (also accounting for a small re-rating due to scaling and commoditization of prediction market platforms) and found this previous range of mine. It's a bit of a stretch to say I helped anchor expectations, but it's funny when you look at the stock price's ups and downs. Just take a peek at the chart: Seeking Alpha After rumors of the partnership with Crypto.com, the stock ran up into the $20s, with bulls piling in and squeezing that low float. Then it spent a good stretch down in the $4s. Fair enough. Without anything signed, the market was clearly pricing in a discount. And, to be honest, I was only glancing at it out of the corner of my eye during that period. High Roller was on my stock screener that I follow, but I knew that sooner or later something else would come out and we'd see a pop from the levels it was trading at. I told you it wasn't a Rich Sparkle ( ANPA )-like deal. Until the big day came. And if you still don't know why the April 14th pop happened, it's because High Roller finally released a press release mentioning the definitive agreement with Crypto.com. High Roller IR Over the next fe...

Indivior press release ( INDV ): Q1 Non-GAAP EPS of $0.96 beats by $0.30 . Revenue of $317M (+19.2% Y/Y) beats by $44.16M . Raising Full-Year 2026 Financial Guidance: Full-year financial guidance assumes no material change in exchange rates for key currencies compared with 2025 average rates, notably USD/GBP and USD/EUR. Prior FY 2026 Guidance (2/26/2026) Revised FY 2026 Guidance Net Revenue $1,125 million to $1,195 million $1,215 million to $1,285 million Total SUBLOCADE Net Revenue $905 million to $945 million $950 million to $990 million Non-GAAP Operating Expenses* $430 million to $450 million $430 million to $450 million Adjusted EBITDA* $535 million to $575 million $620 million to $660 million Click to enlarge More on Indivior Indivior: Still Attractive After FY25 Earnings Beat Indivior Pharmaceuticals, Inc. 2025 Q4 - Results - Earnings Call Presentation Indivior Pharmaceuticals, Inc. (INDV) Q4 2025 Earnings Call Transcript Mid-Cap healthcare stocks ranked by quant ratings after earnings season Indivior Pharmaceuticals prices upsized $450M convertible senior notes

“如果今天重新开始，我不确定还会不会建议 18 岁的人去学计算机。” 说这话的人，是数据库领域的图灵奖得主 Mike Stonebraker，中文常译作“石破天”。他是 Ingres 和 Postgres 背后的关键创造者，也是数据库领域最重要的人物之一。在他看来，计算机科学未来很可能不再是一个增长型行业。 这期访谈里，Stonebraker 把半个数据库行业都点名骂了一遍。 他骂 Oracle，直接说 Larry Ellison 当年是在“撒谎”：把还没实现的功能卖给客户，把未来说成现在，然后让第一批客户帮自己 debug。 他骂 Google，说 Google 当年推 MapReduce 和最终一致性，是“愚蠢”的。很多人只是因为“Google 很聪明”，就盲目相信它一定知道自己在干什么。但在 Stonebraker 看来，Hadoop 低效得离谱，最终一致性也只适合极少数场景。等到 Spanner 出来，Google 自己也等于承认了：事务、一致性这些数据库老问题，根本绕不过去。 他也骂 AWS：Amazon 同时维护大概 15 种数据库，而他认为真正需要的可能只有 3 种。图数据库、各种重复功能的数据库，在他看来，很多都没有足够性能和市场理由继续存在。 但更有意思的是，他对今天这波 AI 的看法。 在他看来，现在所谓的 agentic AI，本质上是“大模型 + 一层系统包装”，而且大多数还停在“只读”阶段。一旦进入真正的“读写”世界——比如转账、库存更新——问题立刻回到数据库的老问题：事务、一致性、原子性。这不是 AI 问题，而是分布式数据库问题。 还有一点，是他对大模型写 SQL 的判断。 在公开 benchmark 上，模型已经能做到 80%+ 的准确率，看起来只差一步就能上生产。但在他们用真实数据仓库做的测试里，结果是—— 0% 。即使加上 RAG、甚至把 join 条件直接喂给模型，最多也只能到 35%。而一个熟练的人类工程师，可以做到 90% 以上。所以他直接下了一个结论：这项技术，至少在可见的未来，还不够格进入生产环境。 下面是完整访谈。 1 Postgres：最好用的起点，不是终点 主持人：我想先从 Postgres 的起源讲起。不过在那之前，我更想从最开始问：你是怎么进入数据库这个领域的？ Mike Stonebraker： 我毕业之后，很...

Oracle Corporation Stock (US68389X1054): Shares Drop 4.2% Premarket on OpenAI Revenue Miss Concerns AD HOC NEWS

Anne Czichos/iStock Editorial via Getty Images Introduction The last time I covered Chipotle Mexican Grill, Inc. ( CMG ), I reiterated their Buy rating, highlighting their ongoing expansion and robust free cash flow despite near-term pressure on the industry and the company's decision to keep prices lower and take a hit over sacrificing their market share. Following a solid quarter, CMG remains in a great financial position, with a spotless balance sheet with zero long-term debt, ramping up its domestic and international expansion despite the ongoing macro slowdown and headwinds, with a valuation that still offers a solid margin of safety. Starting 2026 on a Strong Note Chipotle Mexican Grill IR Chipotle reported yet another strong quarter, beating the market's revenue estimates by a bit and delivering EPS in line , delivering a surprise positive (0.5%) comparable restaurant sales increase while the digital sales continued to grow well, although the margin dropped by 250 b.p. YoY due to the company's response to the environment (aiming at maintaining a strong value proposition). For 2026, CMG continues to advance on its Recipe for Growth strategy and aggressive expansion, planning on adding around 350 (previously 350 to 370) new restaurants (10 to 15 international, partner-operated), with over 80% having a Chipotlane, moving closer to its goal of reaching 7,000 units in North America and highlighting its international expansion plans as well. As part of their recent Recipe For Growth plan, they added a record 334 stores in 2025 and should deliver even more in 2026, while also advancing on their international expansion following recent partnerships in Mexico, Singapore, and South Korea (and expecting some delays in the Middle East), with the goal of reaching an 8% to 10% annual new unit growth rate. I believe that given their significant growth potential thanks to these new openings alongside potential macro improvements and shareholder returns, there is solid potent...

Option Care Health press release ( OPCH ): Q1 Non-GAAP EPS of $0.40 beats by $0.03 . Revenue of $1.35B (+1.5% Y/Y) misses by $50M . For the full year 2026, Option Care Health now expects to generate: Net revenue of $5.675 billion to $5.775 billion vs $5.94B consensus Adjusted diluted earnings per share of $1.82 to $1.92 vs $1.50 consensus Adjusted EBITDA of $480 million to $505 million Cash provided by operating activities of at least $320 million More on Option Care Health Option Care Health, Inc. (OPCH) Q4 2025 Earnings Call Transcript Option Care Health Q1 2026 Earnings Preview Most oversold mid-cap healthcare stocks on Wall Street amid Middle East disruptions Seeking Alpha’s Quant Rating on Option Care Health Historical earnings data for Option Care Health

Bonjour et Bienvenue to the Paris Edition. I’m Paris Bureau Chief Alan Katz . If you haven’t yet, subscribe now to the Paris Edition newsletter . Drinking Alone The company statement was terse — as they often are when announcing bad news. Still, real disappointment seemed to fill the spaces between the three lines of Pernod Ricard’s press release announcing the end of merger talks with the company that owns Jack Daniel’s whiskey. Shareholders in both Pernod Ricard and Brown-Forman, too, made clear their dismay by pushing both stocks lower. That talks foundered on a supposed “merger of equals” between two family-linked companies shouldn’t have come as a surprise. Bloomberg wrote in March about the pitfalls of getting the two founding clans whose business histories stretch back generations to loosen their hold. And even if the immediate stock hit was sharper for Brown-Forman, at least it has other suitors in the wings, namely Southern Comfort-maker Sazerac. There isn’t an immediate alternative deal waiting for Pernod. Pernod said it’s “fully focused and confident in its strategy and operating model.” But the spirits industry is going through such a dramatic shift in norms around drinking that every company in that sector will need to continue to consider whether its future lies alone or with others. The IWSR, a drinks industry research firm, said data for 21 markets and duty-free retail — collectively accounting for about 75% of the global total — shows servings of alcohol falling since 2022. Last August, a Gallup gauge of US alcohol consumption slid to the lowest since records began in 1939. For Pernod, sales fell in both fiscal 2024 and 2025, a trend that’s continued so far in 2026. Investors have taken note. A Bloomberg gauge of some 50 wine, beer and spirits companies has dropped by nearly half since peaking in June 2021. Pernod shares have done even worse, sliding more than 71% since their peak in April 2023. Pernod puts a lot of emphasis in its quarterly reports...

Vistance Networks press release ( VISN ): Q1 Non-GAAP EPS of $0.34 beats by $0.12 . Revenue of $471.8M (+21.6% Y/Y) beats by $9.95M . Non-GAAP adjusted EBITDA of $87.3 million . Core non-GAAP adjusted EBITDA of $87.3 million. Cash flow used in operations of $(226.6) million and free cash flow of $(228.8) million. Adjusted EBITDA Outlook Reconciliation Outlook Range 2026 Operating income $ 162 $ 205 Adjustments: Amortization of purchased intangible assets 102 102 Equity-based compensation 23 24 Restructuring costs, net and transaction and transformation costs 45 50 Depreciation 18 19 Total adjustments to operating income 188 195 Adjusted EBITDA $ 350 $ 400 Click to enlarge More on Vistance Networks Vistance Networks: What Comes After The Special Dividend (Earnings Preview) Vistance Networks Is No Longer A Cleanup Story Vistance Networks Looks Better Than Before With Powerful Earnings Growth Vistance Networks Q1 2026 Earnings Preview Vistance Networks declares $10.00 special cash dividend

Wall Street futures pointed moderately higher pre-bell Thursday as traders weighed a generally stron

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Sören Radde, Point72, Head of European Economic Research; Iain Stealey, JPMorgan Asset Management, Fixed Income International CIO; Nive Bhagat, Capgemini CFO. (Source: Bloomberg)

Bandwidth press release ( BAND ): Q1 Non-GAAP EPS of $0.13 misses by $0.17 . Revenue of $209M (+20.1% Y/Y) beats by $7.43M . 2Q 2026Guidance Full Year 2026Guidance Revenue $214 - $220 $880 - $900 vs. $873.12M consensus Adjusted EBITDA $24 - $27 $119 - $125 Non-GAAP earnings per share (1) $0.35 - $0.37 $1.77 - $1.83 Click to enlarge Shares +24% PM. More on Bandwidth Bandwidth Inc. (BAND) Discusses Strategic Positioning in Global Cloud Communications and AI-Driven Enterprise Solutions Prepared Remarks Transcript Bandwidth Inc. (BAND) Discusses Strategic Positioning in Global Cloud Communications and AI-Driven Enterprise Solutions - Slideshow Bandwidth Inc. (BAND) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Bandwidth Q1 2026 Earnings Preview Bandwidth repurchases $100M of 2028 convertible notes, retires 2026 notes

中芯國際：海外監管公告-《關於上海證券交易所科創板並購重組委員會審核公司發行股份購買資產暨關聯交易事項會議安排的公告》 Moomoo

中芯國際：海外監管公告-《關於上海證券交易所科創板並購重組委員會審核公司發行股份購買資產暨關聯交易事項會議安排的公告》 - Futubull 富途牛牛

Verano Holdings press release ( VRNO ): Q1 Revenue of $208M (-0.9% Y/Y) beats by $7.41M . Gross profit of $99 million or 48% of revenue. SG&A expenses of $86 million or 41% of revenue. Net Loss of $(18) million or (9)% of revenue. Adjusted EBITDA 1 of $49 million or 24% of revenue. Net cash provided by operating activities of $19 million. Capital expenditures of $15 million. 2026 Guidance First Quarter 2026 Operational Highlights The Company reiterates its 2026 capital expenditures guidance range of $30 million to $50 million. Strengthened national product portfolio in fast-growing pre-roll category with the launch of Swift Lifts as a standalone brand. Elevated Florida retail footprint with the opening MÜV Deltona and MÜV Lehigh Acres. Upsized the revolving credit facility commitment to $100,000,000 and extended maturity date to February 28, 2029. Closed on a $195,000,000 senior secured term loan and drew the remaining $50,000,000 under its existing revolving credit facility to payoff and terminate the Company’s 2022 credit facility. More on Verano Holdings Corp. Verano Is The Best Large MSO Stock Verano Holdings Needs Better Synergies To Compete With Its Peers Verano Holdings Corp. (VRNO:CA) Q4 2025 Earnings Call Transcript Verano Holdings Q1 2026 Earnings Preview Verano outlines $195M refinancing and targets growth in Texas and Virginia amid regulatory catalysts

Entegris press release ( ENTG ): Q1 Non-GAAP EPS of $0.86 beats by $0.11 . Revenue of $812M (+5.0% Y/Y) beats by $6.25M . Second Quarter of 2026 Outlook For the Company’s guidance for the second quarter ending June 27, 2026, the Company expects sales of $815 million to $845 million (vs. consensus of $827.8M). We expect GAAP net income to be between $82 million and $94 million and diluted earnings per common share is expected to be between $0.53 and $0.61. On a non-GAAP basis, the Company expects diluted earnings per common share to range from $0.76 to $0.84 (vs. consensus of $0.77), reflecting net income on a non-GAAP basis in the range of $116 million to $129 million. The Company also expects Adjusted EBITDA of approximately 27.0% to 28.0% of sales. More on Entegris Chasing The Catch-Up: Why The Market Is Wrong To Reward Entegris Entegris: Great Company, Gold Medal Price Entegris, Inc. (ENTG) Q4 2025 Earnings Call Transcript Entegris Q1 2026 Earnings Preview Entegris outlines sub-3.5x net leverage target and $250M CapEx for 2026 amid recovery in fab construction and advanced nodes

4月26日，伦敦马拉松赛道上，人类历史上首次在马拉松正赛中正式破2，跑进了曾经不可逾越的2小时大关。 教师转业的塞巴斯蒂安·萨维（Sabastian Sawe）跑出了历史性的1小时59分30秒。 男子第二名的约米夫・科杰查（Yomif Kejelcha）同样破2，最终成绩1小时59分41秒。女子冠军蒂吉斯特·阿瑟法（Tigist Assefa）同样突破了自己此前创造的世界纪录，达到2小时15分41秒。 这简直是人类体育的群星闪耀时刻，破2的夙愿，突然被批量实现了。 马拉松世界又有了“班尼斯特时刻”。但和罗杰·班尼斯特在1954年首次突破1英里4分钟大关不同，萨维的突破并非纯粹的个人胜利。 这三位跑者的脚上，都穿着阿迪达斯。 一度把控“破2”叙事、统治了马拉松运动员双脚的耐克，而今也只能体面地祝贺阿迪达斯。在社交媒体上，耐克写道，“The clock has been reset. There is no finish line.” 而这场大捷背后的故事极其精彩，有阿迪、耐克长达十年的技术战争，规则之手的四两拨千斤，还有中国品牌崛起后越来越白热化的“买脚”生意。 时钟重置 故事最好还是从2013年讲起，有始有终。 阿迪达斯作为德国的运动巨头，在化工龙头巴斯夫支持下，2013年推出了前无古人的Boost中底科技。品牌内部的研究表示， Boost技术可以带来约1%的跑步经济性。 这是在运动鞋领域首次使用超临界发泡，往TPU颗粒中注入二氧化碳或氮气，颗粒膨胀，获得优越的弹性，也就是所谓的“爆米花”中底。这带来两大革命性突破：70%以上的能量回馈，能显著减少能量损耗；耐久性超强。其舒适的脚感被消费者形容为“踩屎感”。 在同行们用EVA打擂台的时代，阿迪达斯用Boost技术定义了“软弹”的新标准，全球销量爆棚，引领行业进入了超临界发泡TPU/PEBA的新时代。随后的PUMA IGNITE、索康尼everun、Salomon的VIBE等都是TPU发泡中底。 耐克面对挑战，另辟蹊径，在2017年拿出了“碳纤维板+超临界发泡中底”的组合方案应对。这更是奠定了此后的跑鞋技术路线。 阿迪有巴斯夫，耐克则联合法国化工巨头阿科玛，开发了PEBA发泡中底ZoomX，回弹率高达85%，还比Boost更轻。 而核心必杀技则是一块全掌铲形碳板。碳板就像外骨骼一样，提供了硬性支撑，减少因跖趾关节弯折而...

Treasury Secretary Scott Bessent reportedly criticized Jerome Powell's decision to stay on the board of the Federal Reserve even after he steps down as the chair. Bessent told Fox Business that the move would break a Fed tradition and that it is "highly unusual for someone who says he’s an institutionalist and cares about norms at the Fed." Powell said Wednesday he plans to remain on the central bank’s board of governors after his term as chair ends in mid-May, citing concerns about ongoing legal challenges to the institution, including the probe into the Fed’s building renovation project. Bessent added that the move by Powell would be an insult to Kevin Warsh and Fed Governors Michelle Bowman and Christopher Waller, according to a Bloomberg report. Warsh, Bowman, and Waller were picked by President Donald Trump as Powell's successor. Warch is the leading candidate to take on the position once the Senate confirms it. Powell had declined to specify how long he would serve as a governor. “I will leave when it’s appropriate to do so,” he said, amid the investigations. Dear readers : We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the U.S. Economy Middle East Turmoil Fuels Inflation Fears, Testing Fed's Patience Oil Prices Advance Ahead Of What Will Likely Be Powell's Last FOMC Meeting (As Chair) JBND: Active Management Cannot Fix Structural Risk Treasury yields top 1-month high as oil prices fuel inflation fears What happens to the economy when the Social Security fund runs dry?

Spencer Platt/Getty Images News The market is starting to price in a hike by December The Federal Funds futures are now pricing almost a 12% probability of a Fed hike by December. December 2026 ( CME FedWatch ) The odds of the Fed hike increase to over 35% cumulative by March 2027, where there is a 5% probability of a 50 bpt hike. March 2027 ( CME FedWatch ) Note, before the Iran war, the market was pricing two cuts in 2026 and policy normalization down to 3%. Now, the market is just "waking up" to pricing the hikes - the market is realizing that we might be entering an inflationary regime that requires policy tightening. The primary inflation metric is near the "red zone" What exactly forces the Fed to hike, which inflation metric? We know that the Fed's primary inflation metric is the core PCE, and the core PCE has been over the 2% target since Covid; it's currently at 3.2%. Yet, the Fed still maintains an easing bias, at least publicly. The primary inflation metric that forces the Fed to act is the market measure of inflation expectations, and the key one is the 10Y breakeven inflation. The 10Y breakeven expectations should be below 2.5% - that's generally the red line, and it points to well-anchored long-term inflation expectations. Once the 10-year breakevens sustainably breach the 2.5% level, the long-term inflation expectations start to de-anchoring - and that signals that the Fed is losing its credibility to keep inflation at the 2% target. Thus, once the 10K breakeven breaches the 2.5%, the Fed generally has to start thinking about hiking interest rates. The 10Y breakevens are currently at 2.47%, thus right below the "red line". Thus, the market is appropriately starting to price the Fed hikes. The 10Y yield ( US10Y ) just closed at 4.43%, with the 10Y TIPS yield at 1.96%, which means that the 10Y breakeven inflation is 2.47%. The chart below shows what happened in 2022: 10Y breakevens broke the 2.5% towards 3%, and that forced the Fed to start aggressively...

Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Caterpillar Caterpillar: The 43x P/E Data Center Trap Caterpillar: AI-Driven Power Demand And Strong Backlog Support Continued Upside Caterpillar: The Hidden AI Infrastructure Play Wall Street Is Finally Pricing In And It's Not Too Late Caterpillar Non-GAAP EPS of $5.54 beats by $0.90, revenue of $17.4B beats by $980M ProPetro inks deal for up to 2.1 GW of power generation from Caterpillar

Tom Werner/DigitalVision via Getty Images Thesis Overall, after the 1Q26 earnings release, I think it’s best to hold GE HealthCare Technologies Inc. ( GEHC ) until we see some kind of recovery in the second half of the year. The company clearly benefits from a pretty resilient demand, and they do still hold a strong $21.8 billion backlog. The innovation pipeline is also compelling, which should help support steady mid-single-digit revenue growth. However, what the market wasn’t too impressed by was that it is being offset by near-term margin pressure. There was $250 million in inflation headwinds, tariff impacts, and ongoing weakness in Patient Care Solutions. Also, management on the call seemed to mention quite a few excuses and reasons for the proposed weakness and framed a second-half margin recovery. However, I think much of that relies on pricing actions that lag due to backlog dynamics, which then introduces some execution risk. The good news is that the stock is already trading at a discount at about 13x to 14x forward earnings, so I think the valuation would fairly reflect both the upside from recovery and the downside from the upcoming cost volatility. It leaves a balanced risk/reward for now. GE HealthCare Technologies Inc. 1Q26 earnings review Coming now to GE HealthCare’s results. I thought the 1Q26 readout was a bit mixed but not as bad as the market reaction would imply, as I’ll explain. We saw some solid revenue growth, but it was offset by clear pressure on profitability. Total revenue managed to rise about 7.4% year over year to $5.1 billion, which was supported by about 2.9% organic growth, which, for me, is an indicator that underlying demand is still there even after stripping out their currency/acquisition effects. Growth was actually particularly strong in their Pharmaceutical Diagnostics segment, which was up about 21.7% on a reported basis and 9.7% on an organic basis. Elsewhere, we saw some steady gains in Imaging and Advanced Visualisation ...

Defense secretary to be quizzed in Senate as Khamenei says foreigners have no place in Gulf ‘except at bottom of its waters’ Sign up for the Breaking News US email The US government’s effort to renew its warrantless domestic surveillance powers cleared the House of Representatives on Wednesday, after House speaker Mike Johnson and Trump administration officials persuaded Republican holdouts to back the bill. The renewal of the Foreign Intelligence Surveillance Act now goes to the Senate, where it faces a potentially rough reception because it was attached to unrelated legislation that would restrict the Federal Reserve’s ability to issue digital currency - something Senate majority leader John Thune has described as a non-starter. Continue reading...

jetcityimage/iStock Editorial via Getty Images Shares of Eli Lilly ( LLY ) added ~6% in the premarket on Thursday after the Indiana-based pharma giant raised its full-year outlook alongside better-than-expected Q1 2026 financials driven by its GLP-1 franchise. Novo Nordisk ( NVO ), its rival in the obesity market, traded ~2% higher. The company reported $19.8B in revenue for the quarter, indicating ~56% YoY growth exceeding the consensus by $2B as volume gains offset the impact from lower prices for its GLP-1 products Mounjaro and Zepbound. Mounjaro added $8.7B to the topline with ~125% YoY growth, beating the $7.21B projected by analysts, according to Bloomberg data, and Zepbound generated $4.2B with ~80% YoY growth. Lilly’s ( LLY ) diabetes therapy Trulicity brought in $919M compared to $884.4M in the consensus, while Alzheimer’s therapy Kisunla added $124M compared to $22M in the prior year period. CEO David Ricks touted the company’s oral weight loss therapy, Foundayo, launched earlier this month, which rivals Novo’s ( NVO ) Wegovy pill. “Foundayo will meaningfully expand the number of people who can benefit from GLP-1s,” Ricks said. As for the bottom line, the company recorded $8.55 of adjusted earnings per share, indicating ~156% YoY growth and beating the consensus by $1.76, while its non-GAAP gross margin slipped 90 bps to 82.6%, mainly due to lower realized prices. Looking ahead, LLY projects $82.0B - $85.0B in revenue and $35.50 - $37.00 of non-GAAP EPS for 2026 compared to $80B - $83B and $33.50 - $35.00 previously, while consensus estimates indicated $81.85B of revenue and $34.53 of EPS for the company this year. Commenting on the results, Seeking Alpha analyst Edmund Ingham , Investing Group Leader for Haggerston BioHealth, said that Eli Lilly ( LLY ) is poised to return to its $1B market capitalization, and its diabetes therapy Mounjaro could become the world’s best-selling medicine. “The world's most valuable Pharma flirted with a >$1 trillion dollar ...

Broadridge Financial Solutions press release ( BR ): Q3 Non-GAAP EPS of $2.72 beats by $0.12 . Revenue of $1.95B (+7.7% Y/Y) beats by $50M . Recurring revenues increased $84 million, or 7%, to $1,288 million. Recurring revenue growth constant currency (Non-GAAP) was 6%, driven by organic growth in Investor Communication Solutions ("ICS") and Global Technology and Operations ("GTO") and acquisitions in ICS. Event-driven revenues increased $20 million, or 38%, to $73 million, from a combination of higher mutual fund proxy revenues and higher equity and other revenues. Distribution revenues increased $38 million, or 7%, to $593 million, driven primarily by the postage rate increase of approximately $34 million. Fiscal Year 2026 Financial Guidance FY'26 Guidance Updates Recurring revenue growth constant currency (Non-GAAP) At or above 7% Raised from higher endof 5 - 7% Adjusted Operating income margin (Non-GAAP) 20 - 21% No Change Adjusted Earnings per share growth (Non-GAAP) 10 - 12% Raised from 9 - 12% Closed sales $240 - $290M Revised from $290 -$330M Click to enlarge More on Broadridge Financial Solutions Broadridge Financial Solutions, Inc. (BR) Presents at Wolfe Research FinTech Forum Transcript Broadridge: The SaaS Apocalypse Has Created An Entry Point Broadridge Financial Solutions, Inc. (BR) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Broadridge Financial Solutions Q3 2026 Earnings Preview Broadridge makes minority investment in Centrl, terms undisclosed

要破解“伪转型”困局，必须从项目设计、监管机制、本土创新三个维度进行系统性重构 当地时间2025年11月8日，美国得克萨斯州，Lululemon门店。图：视觉中国 文｜允中 当美国得克萨斯州检察长以一纸调查，将lululemon推上“含氟承诺造假”的风口浪尖时，这场风波早已超越单个品牌的公关危机，指向一个更深层的议题：由多边基金支持、联合国工业发展组织（UNIDO）等机构在中国实施的低氟/无氟技术改造项目，正遭遇多边环境合作模式的系统性困局。这场以淘汰PFAS（全氟和多氟烷基物质）为目标的产业行动，为何最终沦为部分品牌“漂绿营销”的工具？多边合作框架下的项目设计，又暴露了哪些亟待正视的隐患？ 项目初衷：一场被寄予厚望的产业转型试验 推荐进入 财新数据库 ，可随时查阅宏观经济、股票债券、公司人物，财经数据尽在掌握。

MF3d/E+ via Getty Images Shares of Check Point Software Technologies ( CHKP ) fell about 10% premarket on Thursday after mixed first quarter results. Q1 Metrics Revenue for the first quarter, ended March 31, rose about 5% year-over-year to $668M, missing estimates. Meanwhile, non-GAAP EPS surged 13% year-over-year to $2.50, beating analysts' expectations. "Subscription revenue remained a key strength, supported by strong demand across our emerging technologies, including email security, exposure management, and SASE. Product revenue was impacted by go-to-market changes implemented at the beginning of the quarter, which created near-term headwinds in our security appliance business. We remain confident these go-to-market changes together with our market-leading technology will drive sustainable long-term value," said CEO Nadav Zafrir. Remaining Performance Obligation, or RPO, was about $2.6B, a 7% increase year over year. Revenue from Products and Licenses fell 2.8% year-over-year to $110.8M, while Security Subscriptions revenues climbed 11.2% year-on-year to $323.2M. Software updates and maintenance revenue grew about 0.5% to $234.4M. Check Point said it has appointed Sherif Seddik as chief revenue officer, effective May 1. Seddik will succeed Itai Greenberg, who is stepping down from the role. Seddik has served as the company's president of International Sales since 2023. Related stocks: Fortinet ( FTNT ) fell about 2%, while CrowdStrike ( CRWD ) and Zscaler ( ZS ) dipped nearly 1%. Cloudflare ( NET ) was also in the red premarket on Thursday. More on Check Point Software Check Point: Market Prices Stagnation, But Partial Transition Can Drive Upside Check Point Software: Market Reaction Looks Overdone Relative To Fundamentals Check Point: The Outlook For An Elite Firewall Check Point Software Technologies givs mixed Q1 performance Check Point Software Technologies Q1 2026 Earnings Preview

NovoCure press release ( NVCR ): Q1 GAAP EPS of -$0.62 misses by $0.11 . Revenue of $174.1M (+12.3% Y/Y) beats by $6.33M . Adjusted EBITDA* for the quarter was $(0.3) million. Cash, cash equivalents and short-term investments were $432.0 million as of March 31, 2026. 2026 Financial Guidance: Novocure’s updated guidance for the full year 2026, as of April 30, 2026, is summarized below: Total net revenue: $690 million - $710 million (previous: $675 million - $705 million) vs. $694.68M consensus Adjusted EBITDA*: $(15) million - $0 million (previous: $(20) million - $0 million) Operational updates for quarter ended March 31, 2026: As of March 31, 2026, there were 4,791 total active patients on TTFields therapy globally. Optune Gio As of March 31, 2026, there were 4,543 active patients on Optune Gio, an increase of 9% from the same period in 2025. The U.S., Germany, France and Japan contributed 2,250; 641; 503 and 535 Optune Gio active patients, respectively, with 614 active patients contributed by other active markets. Optune Lua As of March 31, 2026, there were 165 active patients on Optune Lua, an increase of 56% from the same period in 2025. The U.S., Germany, France and Japan contributed 106; 47; 2 and 6 active patients, respectively, with 4 active patients contributed by other active markets. Optune Pax 169 prescriptions for Optune Pax were received in the quarter. As of March 31, 2026, there were 83 active patients on Optune Pax in the U.S. More on NovoCure NovoCure Limited 2025 Q4 - Results - Earnings Call Presentation NovoCure Limited (NVCR) Q4 2025 Earnings Call Transcript NovoCure: FDA Approval For PC Unlocked With TTFields Expansion Opportunity Approaching NovoCure Q1 2026 Earnings Preview Novocure mid-stage trial for electric fields device succeeds in pancreatic cancer

财联社4月30日讯（记者 林坚） 经过四个月修订及征求意见，新版本《证券分析师参加外部评选规范》正式落地。4月30日，中证协发布了最新《评选规范》，这一约束分析师评选行为的重要文件自2019年出台以来，仅在2023年有过一次修订，因此行业格外关注这一次变化。 正式版与2025年11月所发的征求意见稿变化不大，具体可参考《评选全面规范！发生重大声誉风险将被取消主办资格》报道。经过记者梳理，新版本可以说是划时代的一次修订，具体变化如下： 一是明确规范的核心对象为券商及其研究部门、团队、分析师。 二是仅针对证券分析师的参评行为约束， 将全面覆盖至投顾， 实现了研究相关条线参评行为的全主体规范。截至目前，投顾总人数已突破8.78万人‌，距离9万人仅一步之遥。这次评选新规影响深远。 三是评选结果与薪酬激励全面脱钩。新版明确评选结果只是作为对研究部门、团队、分析师社会评价的参考依据， 不得作为对相关人员薪酬激励的依据。 四是 新增了激励项目。 新版本明确要求，券商应将分析师履行社会责任、践行特色金融文化等情况纳入考核指标；分析师积极履行社会责任、践行特色金融文化的，公司应采取适当方式给予激励。 五是不仅是对分析师进行约束，也对评选组织机构进行严格要求。明确主办方应守法合规，合规开展评选活动，具备组织评选活动的团队和经验，公平对待参评人员及机构。若主办方连续2年未组织评选， 或出现重大声誉风险，协会将不再接受其提交的承诺函，变相禁止其开展相关评选活动。 可以看到，中证协的监管开始覆盖“主办方+参评方”双向管控。 六是 对于不符合要求的评选，券商应主动拒绝参加。 此外，券商合规部门必须对年度评估情况进行审核，最终经公司合规负责人、研究部门分管领导批准后，方可参加评选活动。 七是 严打违规拉票行为 ，严禁分析师以发微信、朋友圈、邮件、附在研报里等任何方式拉票，不准给投票人送礼金、礼品、旅游、红包、娱乐健身等利益搞利益输送，也不能用单只或部分证券的走势、涨幅来证明自己过往业绩。 根据中证协的理念，本次文件修订核心目标是进一步规范证券分析师参加评选活动，持续净化评选环境，切实维护分析师职业声誉。有券商人士曾在征求意见稿发布书就提到，新版本的规范本质上是对行业多年来评选异化积弊的一次集中纠偏。在数年中，外部评选逐渐从专业能力的评价标尺，异化为券商绑定机构客户、划定行业位次、决定分析师薪酬职...

(RTTNews) - Thursday, Verano Holdings Corp. (VRNO) announced that its Board of Directors has authorized the repurchase of upto $20 million in shares of the company's common stock listed on Cboe Canada.