Intel Stock Hits Record High as Google AI Chip Report Puts Foundry Turnaround in Play TechStock²

格隆汇4月30日｜美国总统特朗普：不会让伊朗拥有核武器。

Earnings Call Insights: Biogen (BIIB) Q1 2026 Management View "We've had a very strong start to the year" and "the growth products are now generating $850 million in the first quarter, and that's up 12%" (President, CEO & Director Christopher Viehbacher). "We have a PDUFA date of May 24 for the induction subcutaneous" LEQEMBI IQLIK, which "we see ... as an opportunity to facilitate the care pathway, improve patient convenience and improve our competitive profile versus Kisunla" (CEO Viehbacher). On Apellis, "we have the proposed Apellis acquisition" and "we do expect the acquisition to be accretive in 2027" (CEO Viehbacher). "Total revenue was $2.5 billion" and "non-GAAP diluted EPS of $3.57"; "we generated $594 million of free cash flow in the quarter" (Executive VP & CFO Robin Kramer). "New real-world data for LEQEMBI show a strong treatment persistence with nearly 80% of patients remaining on therapy at 18 months and almost 70% at 2 years" (Executive VP & Head of Development Priya Singhal). Outlook "Our overall belief in the strength of the underlying business is as strong as when we guided in February" and "our expected business outlook and underlying assumptions, including our revenue outlook remain consistent with our prior guidance" (CFO Kramer). "We also expect to incur $145 million or an $0.80 EPS impact of acquired IPR&D charges in the second quarter" including "the TJ Bio transaction for felzartamab rights in China" at "$0.55" and a salanersen milestone at "approximately $0.25" (CFO Kramer). "We expect roughly $600 million of contract manufacturing revenue this year" with "roughly 2/3 coming in the first half of the year" and "we expect Q2 core operating expenses to be roughly consistent with Q1" (CFO Kramer). "We do plan to provide 2026 guidance inclusive of Apellis when we report second quarter results" (CFO Kramer). Financial Results "Total revenue was $2.5 billion, up 2% year-over-year" with "GAAP diluted EPS of $2.15" and "non-GAAP diluted EPS of $3....

Is AMD Stock a Buy Before Earnings Tuesday? One Analyst Thinks So CoinCentral

Enterprise AI teams running centralized orchestration stacks now have a new variable to account for: AWS Quick , which expanded this week to a desktop-native agent that builds a persistent personal knowledge graph and executes actions across local files and SaaS tools — outside the visibility of most control planes. Unlike chat-based copilots that reset with each session, Quick now maintains a continuously updated knowledge graph built from the user's local files, calendar, email and connected SaaS apps. It uses it to proactively trigger actions without waiting to be asked. AWS launched Quick in October last year as an alternative to AI workflow and productivity platforms coming from Google, OpenAI and Anthropic. It was a way for enterprise employees to access insights from connected applications, an agent builder, deep research, and workflow automation. Now, it’s grown beyond a simple AI assistant and acts more as a proactive workflow agent with a stateful, real-time knowledge graph of the user. It integrates with third-party apps like Google Workspace, Microsoft 365, Zoom, Salesforce and Slack — and now local files — so the agent can gather context and take actions. “What we’ve been hearing is that many enterprises have not been happy with how difficult it is to get context from their legacy tools,” Jigar Thakkar, vice president of Quick Suite at AWS, told VentureBeat in an interview. “Our vision is that Quick is a desktop experience that is the one place where people can go to get all their information and tasks.” Governance blindspots Enterprises often put orchestration layers at the center to help guide and manage agents. Context is pulled in, decisions are made, and then actions are executed within defined system boundaries. Recent releases like Anthropic’s Claude Managed Agents or updates to OpenAI’s Agent SDK also push for more stateless, autonomous agents within enterprise workflows, but still operate within defined orchestration boundaries. Quick still ope...

Bob Michele, global head of fixed income at JPMorgan Asset Management, says the inflation risk posed by the Iran conflict means the Federal Reserve can stay on hold through year-end on Bloomberg Television. (Source: Bloomberg)

Getty Images By Coco Zhang, ESG Research Steep tariffs and strict foreign entities of concern (FEOC) rules under the Trump administration are accelerating a reset of the solar supply chain – on a compressed timeline. This poses challenges for developers that have long relied

Decoding what the King said to President Trump.

Earnings Call Insights: Waste Management (WM) Q1 2026 Management view "Q1 operating EBITDA grew by nearly 6% compared to the first quarter of 2025" and "Q1 free cash flow" was "$920 million," enabling returns of "about $730 million" via "dividends and share repurchases" (CEO James Fish). "In renewable energy, operating EBITDA more than doubled" after "the completion of 7 new renewable natural gas facilities since the first quarter of 2025"; in recycling, despite "pricing for single-stream commodities" down "27%," "operating EBITDA grew by 18%" and the business "processed 9% more volume" (CEO Fish). "Despite a softer volume environment driven largely by winter weather impacts and the absence of last year's wildfire-related volumes," collection and disposal delivered "operating EBITDA growth of more than 6%" with "margin expanding approximately 110 basis points"; "total driver and technician turnover" was "17.2%" and Q1 safety incidents were "our best ever Q1" (President & COO John Morris). "Operating cash flow was $1.5 billion" and "capital expenditures totaled $650 million," with "$61 million" for "sustainability growth investments"; "our leverage ratio" ended at "2.94x" (CFO David Reed). Outlook "This momentum to start the year... reinforces our confidence in achieving our full year financial guidance" (CEO Fish). "We do expect EBITDA margin to lift nicely... in the second half" while noting "Q2 will be a tough comp for us with the wildfire volumes" (CFO Reed). "We expect to achieve our full year revenue guidance in 2026" and "we expect improvement from seasonality as well as the lapping of a couple of larger low-margin contract losses" (President & COO Morris). "We now expect a full year effective tax rate of approximately 23% in 2026" after IRS clarification on RNG production tax credits (CFO Reed). Financial results "First quarter free cash flow nearly doubled to $920 million" as "operating cash flow was $1.5 billion" and "capital expenditures totaled $650 milli...

Earnings Call Insights: STAG Industrial (STAG) Q1 2026 Management View "Q1 industrial leasing velocity and volume were healthy, both market-wide and within STAG's portfolio" and "the multiyear weakness in demand for big box product has reversed" (President, CEO & Director William Crooker). "Since the beginning of 2025, we have signed 8 leases totaling 1.6 million square feet to data center-related tenants" and "our internal pipeline has increased to $3.9 billion" (President, CEO & Director Crooker). "In February, we acquired a 750,000 square foot building located in Platte City, Missouri for $80.7 million at a reported cap rate of 6.1%" and "the building is 100% leased for 12 years with 3.2% annual rental escalators" (President, CEO & Director Crooker). "We have 7 buildings or 1.8 million square feet of development activity that is not in service as of the end of Q1" with "an expected stabilized yield of 7.1%" (President, CEO & Director Crooker). "Core FFO per share was $0.65 for the quarter" and "we commenced 37 leases across 6 million square feet, generating cash and straight-line leasing spreads of 20.9% and 39.6%, respectively" (Executive VP, CFO & Treasurer Matts Pinard). Outlook "At this point, we are maintaining all guidance for the year" and "we are maintaining our retention guidance of 70% to 80% for the year" (Executive VP, CFO & Treasurer Pinard). "We still expect cash leasing spreads of 18% to 20% this year" and "we continue to expect Cash Same Store growth of 3% at the midpoint" (Executive VP, CFO & Treasurer Pinard). On market rents, "our guide was 0% to 2%" and "we're going to maintain that guidance as well at this time" (President, CEO & Director Crooker). Financial Results "Core FFO per share was $0.65 for the quarter, an increase of 6.6% as compared to last year" and "net debt to annualized run rate adjusted EBITDA" was "5x" (Executive VP, CFO & Treasurer Pinard). "Liquidity stood at $806 million at quarter end" and "Same Store Cash NOI grew 4.1% f...

格隆汇4月30日｜美国总统特朗普：普京不想让伊朗拥有核武器。

Sundry Photography/iStock Editorial via Getty Images MongoDB, Inc. ( MDB ) positions itself as a high-quality, developer-focused database platform that has undergone many years of high revenue growth despite not being able to turn a GAAP profit yet. The story is in

Following billions of dollars in promised capital spending in the tech sector and soaring valuations on promised expansions, Wall Street is now focusing on revenue pathways and actual profits when so-called hyperscalers report first-quarter earnings. Amazon , Alphabet , Meta Platforms and Microsoft all report profits after markets close Wednesday, and analysts want to see hard evidence that the AI buildout is translating into future returns. "After the sharp recovery in tech multiples, we want harder proof points — whether in the form of better pricing, strong cloud growth, rising engagement levels, improvements in code generation, or other abilities— and new commercial deployments or use cases," Ulrike Hoffmann-Burchardi, global head of equities at UBS wrote Wednesday. Investors are looking for a combination of strong topline numbers supportive of expansion along with continued investment plans, but the decisive factor for stock movements will be signs of flowthrough to earnings. "The big swing factor will likely be to what extent top line upside flows through to the bottom line," Peter Bartlett, a managing director and equity trader at Goldman Sachs wrote Wednesday. "Given the sharp rallies, recent inflows, broadly high expectations, and the difficulty of getting paid ... it doesn't feel that controversial to say the positioning bar, in aggregate across the reporting Megas, feels high," Bartlett added. Across the mega-caps, investors are homing in on both the performance of cloud divisions, where they want to see demand justifying capex spending, as well as deployments of chatbots and other products. They also want to see partnerships and investment initiatives with companies such as OpenAI and Anthropic on a path to bear fruit. Microsoft Microsoft is fighting against some negative sentiment at the moment. "Sentiment feels like it remains deeply bearish (particularly among [the] high-frequency community)," Goldman's Bartlett wrote. "On Azure, expected to print rou...

Image source: The Motley Fool. April 29, 2026 at 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

SoFi shares fell after the company released its quarterly results. SoFi CEO Anthony Noto says investors appear to be reading its decision to maintain its full-year guidance as a sign of uncertainty. Noto speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)

watch now VIDEO 2:10 02:10 Fed leaves funds rate unchanged, FOMC sees four dissensions Power Lunch An unusually divided Federal Reserve on Wednesday held its key interest rate steady as policymakers grappled with the policy impact of persistent inflation and awaited a looming leadership transition at the central bank. In what may have been Chair Jerome Powell 's final meeting at the helm, the rate-setting Federal Open Market Committee voted to hold the benchmark funds rate in a range between 3.5%-3.75%. Markets had been pricing in a 100% chance of no change. However, the meeting saw a dramatic turn amid a groundswell of officials who opposed messaging that further rate cuts could be ahead. Amid expectations for a routine vote to hold the benchmark funds rate steady, the Federal Open Market Committee instead was split along 8-4 lines, with officials expressing different reasons for their vote. The last time four FOMC members dissented was in October 1992. Governor Stephen Miran, as he has done since joining the central bank in September 2025, dissented in favor of a quarter percentage point cut. The other three "no" votes came from regional presidents Beth Hammack of Cleveland, Neel Kashkari of Minneapolis and Lorie Logan of Dallas. They said they agreed with the hold but "did not support the inclusion of an easing bias in the statement at this time." At issue for the trio was this sentence: "In considering the extent and timing of additional adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the evolving outlook, and the balance of risks." The phrasing indicates the likelihood that the next move would be lower, implied by using the word "additional," which reflects that the most recent rate actions have been to cut. Hammack, Kashkari and Logan, along with several other Fed officials, have warned about the dangers of persistent inflation. Higher prices augur higher rates for the Fed, which has been on an eas...

In this article GOOG PYPL Follow your favorite stocks CREATE FREE ACCOUNT Enrique Lores, then-CEO of Hewlett-Packard speaks on CNBC outside the World Economic Forum in Davos, Switzerland on Jan. 22, 2025. Gerry Miller | CNBC PayPal CEO Enrique Lores has this week told managers that he is reorganizing the firm's reporting lines to separate Venmo, the popular mobile payments app, from the company's other operations, CNBC has learned exclusively. Venmo will soon be its own standalone segment within PayPal, making it easier to track its progress or potentially sell the business to another company, said people with knowledge of the changes. PayPal is looking to recruit a digital banking executive to run the new Venmo segment, said the people, who weren't authorized to speak publicly. The other two segments will be a PayPal-branded business for merchants and consumers and a payment services unit that includes its Braintree unit and crypto operations, the people said. Lores, who spent six years as CEO of computer maker HP before stepping in as PayPal CEO in March, is betting that a sharper corporate structure can reignite growth at a company that has lost ground to Apple , Google and Stripe in the battle over e-commerce transactions. Lores replaced Alex Chriss , a former Intuit executive who struggled to revive a stock that had fallen roughly 80% from its pandemic-era peak. PayPal's precipitous share decline has attracted interest from potential bidders, including rival Stripe , for parts or all of the company, Bloomberg reported in February. The firm has hired bankers to gird itself against takeover bids or activist campaigns, according to Semafor. PayPal declined to comment for this story. Shares of PayPal spiked roughly 3% following publication of CNBC's report. Job cuts in limbo The structural changes come as the threat of a broad round of layoffs looms like those seen at payments rival Block. Earlier this year, PayPal managers were tasked by former CEO Chriss to come ...

Key PointsInflation could erode your buying power over the course of retirement.

Has the market moved on from artificial intelligence (AI) mania to space frenzy? Probably not, but Elon Musk's SpaceX has reportedly filed for an initial public offering (IPO), and some funds have popped up with access to the private company before it becomes public, such as the Ark Venture Fund (NASDAQMUTFUND: ARKVX) and the Baron Partners Fund (NASDAQMUTFUND: BPTRX) . As exciting as it sounds to invest in the largest private space exploration company in the U.S, it may not be the investment of your dreams. Here's why. SpaceX isn't just a pie-in-the-sky idea; it's already sending rockets into space and astronauts to the International Space Station (ISS), with 642 completed missions as I write this, but it has plans to send people to the moon, Mars, and more. It has figured out how to reuse launchers, making them more cost-effective and more widely accessible, and it has multiple clients, including NASA and satellite operators, in addition to private individuals. Continue reading

The Federal Reserve leaves interest rates unchanged in a range of 3.5% to 3.75%. But four officials voted against the decision. It’s the first time since 1992 that there were four dissents. Bloomberg’s Michael McKee reports.

Avis Over the past few weeks, Avis Budget Group Inc. had a short squeeze. (We talked about it a couple of weeks ago .) Two hedge funds, SRS Investment Management LLC and Pentwater Capital Management LP, owned about 69% of its stock, or 108% (!) if you include derivative positions. Other invetors were at one point short something like 49% of its stock. This apparently became unsustainable, some short sellers capitulated and had to buy back the stock, and the stock ripped up. I think? No one seems quite sure, there are no reports of short sellers being blown up, and it’s possible that the short squeeze was mostly psychological. Maybe it was mostly long buyers who thought there was a short squeeze and bought to profit from it, rather than short sellers who had to buy in. In any case the stock ripped; it looks like a short squeeze, even if the squeeze was imaginary. And then it ended. The stock closed at $99.90 on March 20, got all the way to $713.97 on April 21, and closed yesterday at $182. On paper, the winners of this short squeeze, at its peak last week, were (1) Avis, which became vastly more valuable over the course of a few weeks, and (2) Pentwater and SRS, who had billions of dollars of paper profits on their Avis positions. But what could they do about it? The obvious answer, when your stock is up 600%, is to sell some stock. But Avis, Pentwater and SRS were all legally constrained from selling during the squeeze: Avis was in a blackout period: Its quarter ended March 31, it announced earnings this morning , and for the entire short squeeze it had material nonpublic information and could not legally trade. (Companies traditionally don’t trade in their stock between the end of a quarter and the earnings announcement, on the theory that they know a lot about last quarter’s earnings but the market doesn’t.) So, although Avis actually announced an at-the-market stock offering on March 27 , it has not sold any shares yet. On this morning’s earnings call , Avis’s ch...

提醒：北京时间02:30，美联储主席鲍威尔将举行例行新闻发布会。

The Federal Reserve held its key interest rate steady on Wednesday as Chairman Jerome Powell presided over his final meeting. Kevin Warsh, President Donald Trump's nominee to replace him, will take over prior to the next meeting on June 17. With oil prices continuing to jump on Thursday, markets see negligible odds of a rate cut before the end of the year.

Acting AG Blanche Denies Trump Directed James Comey Prosecution Authored by Jack Phillips via The Epoch Times (emphasis ours), Acting Attorney General Todd Blanche on April 29 said that President Donald Trump did not order the Department of Justice (DOJ) to file more charges against former FBI Director James Comey over a social media post that he made last year. Acting Attorney General Todd Blanche (L) speaks alongside FBI Director Kash Patel during a press conference about the White House Correspondents' Dinner shooting, at the Justice Department in Washington on April 27, 2026. Madalina Kilroy/The Epoch Times “ Of course not, absolutely, positively not ,” Blanche told “CBS Mornings” when he asked whether the president directed him to pursue new charges against Comey. “This is something that has been investigated for nearly a year now, and the results of that investigation is that a grand jury returned an indictment.” On Tuesday, a grand jury returned an indictment against Comey over an Instagram post he made in May 2025 with a photo of seashells arranged on a beach to say “86 47.” Federal prosecutors said it was a threat to assassinate Trump. Comey later deleted the post and said that he thought the sell arrangement was a political message, not a call to violence. “I didn’t realize some folks associate those numbers with violence, ” and “I oppose violence of any kind so I took the post down,” Comey wrote at the time. The criminal case is the second in months against Comey. A separate and unrelated indictment against the former FBI director was dismissed in late 2025 after a court ruled that the U.S. attorney who brought the charges was appointed in an unlawful manner. Prosecutors said in a news release Tuesday of the new charge that it was a message that a “reasonable recipient who is familiar with the circumstances would interpret as a serious expression of an intent to do harm to the President of the United States.” Comey was charged with threatening the preside...

Bryan Bedder/Getty Images Entertainment Billionaire investor Bill Ackman's Pershing Square USA ( PSUS ) opened below its IPO price in its NYSE debut. Shares of Pershing Square USA were priced at $50 per share, but opened ~18% below the IPO price today at $41. PSUS shares were indicated to open between $42.5 ⁠and $47.5 ​apiece, Reuters had reported earlier. To each investor participating in the IPO, the company issued one share of its manager, Pershing Square ( PS ), for every five common shares of PSUS acquired at no extra charge. PS opened at $24 on Wednesday afternoon, 25% below its IPO price. Pershing Square USA is a closed-end investment company managed by Pershing Square Capital Management, and Pershing Square Inc. is the parent company of Pershing Square Capital Management. Ackman's only publicly traded investment vehicle is Pershing Square Holdings ( PSHZF ), a closed-end fund listed on the London Stock Exchange. More on Pershing Square USA, Ltd., Pershing Square Inc. Pershing Square USA Fails To Live Up To The Hype Pershing Square: 2 IPOs In One (I Would Avoid Both) Pershing Square Holdings H2 2025 Letter To Shareholders Pershing Square confirms IPO proceeds of $5B Bill Ackman's Pershing Square now expected to raise ~$5B in IPO - report

专题：美联储料按兵不动 鲍威尔去留悬念受关注 北京时间4月30日凌晨2：00美联储宣布，将基准利率维持在3.50%-3.75%不变，连续第三次会议按兵不动，符合市场预期。 以8比4的投票结果通过了该决议，美联储理事米兰投了反对票，支持降息0.25个百分点；克利夫兰联储行长贝丝·哈马克、明尼阿波利斯联储行长尼尔·卡什卡里以及达拉斯联储行长洛丽·洛根投下反对票，虽支持维持利率不变，但不同意在当前声明中加入表明宽松倾向的措辞。 FOMC政策声明的全文翻译如下： 近期经济指标显示，美国经济活动保持稳健扩张步伐。就业岗位增长整体维持低迷水平，近几个月失业率基本持平。通胀仍处于高位，部分受近期全球能源价格上涨影响。 委员会致力于实现 充分就业 ，并在长期内将通货膨胀率维持在2%的目标水平。中东局势发展令经济前景面临高度不确定性。委员会密切关注双重使命目标面临的双向风险。 为达成政策目标，委员会决定 维持联邦基金利率目标区间在 3.5%–3.75% 不变 。在考量后续利率调整的幅度与时机时，委员会将审慎评估最新经济数据、前景变化及整体风险平衡。委员会坚定致力于推动就业最大化，并将通胀回落至 2% 的既定目标。 在评估适宜的货币政策立场时，委员会将持续研判最新信息对经济前景的影响。若出现可能阻碍政策目标实现的风险，委员会将随时准备酌情调整货币政策立场。委员会的评估将综合多方信息，包括劳动力市场状况、通胀压力与通胀预期，以及金融市场和国际形势变化。 本次货币政策决议投票赞成委员 ： 主席 杰罗姆・鲍威尔、副主席 约翰・威廉姆斯、迈克尔・巴尔、米歇尔・鲍曼、莉萨・库克、菲利普・杰斐逊、安娜・保尔森、克里斯托弗・沃勒。 投票反对委员 ： 斯蒂芬・米兰（主张本次会议下调联邦基金利率目标区间 25 个基点） ；贝丝・哈马克、尼尔・卡什卡里、洛里・洛根（支持维持当前利率区间，但 不赞成 在本次声明中纳入宽松政策倾向表述）。 责任编辑：丁文武

Republican Senator Shelley Moore Capito joined Balance of Power to discuss the tension in around talks in the Middle East as well as looming FISA expiration. Sen. Moore Capito said the section of the Foreign Intelligence Surveillance Act that is about to expire is an essential tool for the US to investigate and head off foreign threats. (Source: Bloomberg)

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