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Defense Upstarts Capitalize on Global Conflict as Budgets Shift

Bloomberg 📅 04/29 20:12
A new crop of defense startups from drone makers to software developers are emerging on Wall Street as governments raise military budgets and refill depleting supplies amid intensifying geopolitical tensions. In recent years, the Pentagon has been diversifying from traditional military contractors Northrop Grumman Corp. and Lockheed Martin Corp. and looking into nimble companies that resemble tech...

寒武纪一季报显示 章建平退出十大股东行列

格隆汇 📅 04/29 20:11
格隆汇4月29日|根据寒武纪2026年第一季度报告,截至2026年3月31日,章建平退出十大股东行列;根据寒武纪2025年年度报告,截至2025年12月31日,章建平持有公司681.49万股股份,为公司第五大股东。

Earnings Snapshot: AbbVie beats Q1 revenue estimates, misses on profit; raises FY26 outlook

Seeking Alpha 📅 04/29 20:11
More on AbbVie AbbVie: Fairly Valued And Positioned For Growth AbbVie: Buy Or Sell Ahead Of Q1 Earnings? It's A Buy, But With Caveats (Upgrade) AbbVie: Upside Potential And Dividends With Competent Portfolio Renewal AbbVie Non-GAAP EPS of $2.65 misses by $0.02, revenue of $15B beats by $280M AbbVie says Rinvoq bests Humira in head-to-head study in rheumatoid arthritis

安费诺美股短线拉升,盘前涨超10%

同花顺 📅 04/29 20:11
安费诺美股短线拉升,盘前涨超10%,现报158.99美元。

美的集团:Q1净利同比增长2.03%、环比增长109%

格隆汇 📅 04/29 20:11
格隆汇4月29日|美的集团(000333.SZ)公告称,2026年第一季度实现营业收入1310.99亿元,同比增长2.55%;归属于上市公司股东的净利润为126.75亿元,同比增长2.03%。业绩变动主要系公司楼宇科技、机器人与自动化及工业技术报告期收入分别为108亿元、82亿元、68亿元,分别同比增长10.1%、同比增长11.8%、同比下降11.7%。注:公司Q1净利润126.75亿,2025年...

中国东航:第一季度归母净利润16.33亿元,同比扭亏为盈

同花顺 📅 04/29 20:11
中国东航公告,2026年第一季度营业收入370.6亿元,同比增长10.94%;归母净利润16.33亿元,上年同期为亏损9.95亿元。

Oracle in focus as Wedbush says OpenAI growth concerns an 'overreaction'

Seeking Alpha 📅 04/29 20:11 MSFT.O
hapabapa Despite shares of OpenAI ( OPENAI )-linked companies dropping on a report that the ChatGPT maker had missed internal growth targets, Wedbush Securities said any worries are nothing more than an “overreaction.” “Overall, we believe OpenAI has been tracking very high demand on both the consumer and enterprise front, and we strongly disagree with the notion that growth is weakening,” analyst...

Oracle in focus as Wedbush says OpenAI growth concerns an 'overreaction' (ORCL:NYSE) - Seeking Alpha

Google 📅 04/29 20:11 MSFT.OORCL.O
hapabapa Despite shares of OpenAI ( OPENAI )-linked companies dropping on a report that the ChatGPT maker had missed internal growth targets, Wedbush Securities said any worries are nothing more than an “overreaction.” “Overall, we believe OpenAI has been tracking very high demand on both the consumer and enterprise front, and we strongly disagree with the notion that growth is weakening,” analyst...

根据寒武纪2026年第一季度报 章建平退出十大股东行列

同花顺 📅 04/29 20:11
根据寒武纪2026年第一季度报告,截至2026年3月31日,章建平退出十大股东行列;根据寒武纪2025年年度报告,截至2025年12月31日,章建平持有公司681.49万股股份。

Federal Signal Corp Reveals Rise In Q1 Income

Nasdaq 📅 04/29 20:10
(RTTNews) - Federal Signal Corp (FSS) reported earnings for its first quarter that Increases, from the same period last year

Carpenter Technology Corp. Q3 Profit Rises

Nasdaq 📅 04/29 20:10
(RTTNews) - Carpenter Technology Corp. (CRS) announced earnings for its third quarter that Increases, from last year

光刻胶供应,有新门槛

36kr 📅 04/29 20:10
在前两篇文章中(氦气告急,直击AI热潮和被忽视的关键原料危机,正在拖垮设备与芯片厂商),已讨论了氦气(He)供应中断和石脑油/PFAS危机如何通过不同途径影响半导体制造设备的“气相工艺”和“设备部件”。如图1所示,氦气直接影响薄膜沉积、光刻和蚀刻等气相工艺,而石脑油衍生的密封剂、润滑剂和管道材料则被集成到上述工艺的所有设备中。 图1:在上述工艺流程中,氦气在何处使用?石脑油衍生的组分和材料又在何处...

40家上市银行金市业务扫描,年度投资收益最高增幅近130%,亦有个别账面大亏超80亿

财联社 📅 04/29 20:10
财联社4月29日讯(编辑 杨斌) 上市银行的2025年报基本披露完毕,金融市场投资业务的情况愈发清晰。财联社最新盘点,从40家银行的报表看,尽管2025年投资收益总体仍呈现正增长,增速最高可接近130%,多为兑现浮盈的卖债操作。去年加剧的债市波动,对银行持仓的账面价值产生影响,29家银行的账面出现浮亏,公允价值变动损益为负。 债市业内人士指出,机构的金融市场业务应更加提升交易能力,而非通过报表调节...

CPU超级周期,拦不住了

36kr 📅 04/29 20:10 AAPL.ONVDA.OAMD.O
4月下旬,云成本优化平台Cast AI发布的一份报告揭示了算力基础设施领域的显著矛盾:企业因“错失恐惧症(FOMO)”而大量采购的AI GPU中,有高达95%的容量处于闲置状态。 与此同时,供应链的另一端却呈现出截然不同的景象。PC和服务器制造商发现,他们订购的英特尔和AMD服务器CPU,交货期已经从两周延长至六个月甚至更长。在供需失衡的背景下,英特尔和AMD在一年内连续三次上调CPU价格,累计涨...

锦波生物:第一季度净利润1.4亿元,同比下降16.66%

同花顺 📅 04/29 20:10
锦波生物公告,2026年第一季度营业收入3.75亿元,同比增长2.43%。净利润1.4亿元,同比下降16.66%。

Capital Power AFFO of C$0.98, revenue of C$1.21B

Seeking Alpha 📅 04/29 20:10
Capital Power press release ( CPXWF ): Q1 AFFO of C$0.98. Revenue of C$1.21B (+22.5% Y/Y). More on Capital Power Corporation Capital Power Corporation (CPX:CA) Shareholder/Analyst Call Transcript Capital Power Corporation (CPX:CA) Q4 2025 Earnings Call Transcript Capital Power Corporation 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Capital Power Corporation Dividend...

US Equity Futures Largely Flat as Traders Await Tech Earnings, Fed Rate Decision

Yahoo 📅 04/29 20:10 GOOG.O
US equity futures were largely flat pre-bell Wednesday as traders looked forward to the financial re

高考倒计时40天,注意,今年这些专业首次招生

36kr 📅 04/29 20:10
4月28日,教育部发布《普通高等学校本科专业目录(2026年)》。 本次目录以科技创新、产业发展和国家战略需求为牵引,增设“交叉学科”门类, 新增38种普通高校本科新专业。 目前,本科专业目录共涵盖13个门类、92个专业类、883种专业。 据了解,获批申办高校可纳入2026年高考招生,中国科学技术大学、天津大学、哈尔滨工业大学、中国矿业大学、大连理工大学、济南大学等高校已官宣获批专业。 本次新专业...

The next recession could actually be a win for stocks — if you can tune out the market noise

MarketWatch 📅 04/29 20:10
Corporate profit margins and P/E multiples — not GDP forecasts — are the real tools to surviving a bear market.

康欣新材:2026年第一季度净亏损5188.89万元

同花顺 📅 04/29 20:09
康欣新材公告,2026年第一季度营业收入3467.53万元,同比下降39.39%。净亏损5188.89万元,上年同期净亏损4550.71万元。

茂硕电源:2026年第一季度净亏损2908.96万元

同花顺 📅 04/29 20:09
茂硕电源公告,2026年第一季度营业收入2.89亿元,同比下降4.16%。净亏损2908.96万元,上年同期净利润59.8万元。

百胜餐饮一季度业绩超预期,塔可钟同店销售额增长8%成引擎

新浪 📅 04/29 20:09
百胜餐饮集团 周三公布的第一季度财报显示,其盈利和营收均超出华尔街预期,主要得益于旗下塔可钟品牌的又一个强劲季度表现。根据伦敦证券交易所集团对分析师的调查,该公司调整后每股收益为1.50美元,高于预期的1.38美元;营收20.6亿美元,高于预期的20.4亿美元。 百胜报告第一季度净利润为4.32亿美元,合每股1.55美元,高于去年同期的2.53亿美元(合每股0.90美元)。剔除与必胜客战略评估相关...

What happens to the economy when the Social Security fund runs dry?

Seeking Alpha 📅 04/29 20:09
DNY59 Several warnings have been issued that the trust fund reserves backing the Social Security program are running out of money and heading towards insolvency. The funds are projected to be depleted in 2034, according to a 2025 report from the Social Security Board of Trustees. "At that time, there would be sufficient income coming in to pay 81% of scheduled benefits," it noted . Once the funds ...

格隆汇4月29日|巴基斯坦总理:在西亚实现停火和建立和平的努力仍在继续。

格隆汇 📅 04/29 20:09
格隆汇4月29日|巴基斯坦总理:在西亚实现停火和建立和平的努力仍在继续。

Pekin Hardy Strauss Inc. Raises Stake in Qualcomm Incorporated $QCOM - MarketBeat

Google 📅 04/29 20:09 QCOM.O
Pekin Hardy Strauss Inc. Raises Stake in Qualcomm Incorporated $QCOM MarketBeat

AI Weekly: major partner shifts and new medicine

Yahoo 📅 04/29 20:09 9988.HK700.HKMSFT.O
STORY: From major partner shifts to new medicine, this is AI Weekly :: AI Weekly OpenAI is now offering its latest AI models and coding agent Codex on Amazon's cloud services platform. That’s after the ChatGPT creator loosened its ties with long-time backer Microsoft. It’s a major partner shift that came after the two firms renegotiated the exclusivity Microsoft had in selling OpenAI's models on i...

世纪华通:一季度净利润20.27亿元,同比增长50.18%

同花顺 📅 04/29 20:08
世纪华通公告,2026年第一季度营收为110.1亿元,同比增长35.19%;净利润为20.27亿元,同比增长50.18%。

Spirit Airlines is still flying even as bailout talks hit a snag

Seeking Alpha 📅 04/29 20:08
Jetlinerimages Bailout talks for Spirit Airlines ( FLYYQ ) have hit a snag, according to Bloomberg. Sources indicate that lenders are pushing back against the terms of a proposed $500M rescue package. The financing had been discussed as a way to help the low-cost carrier navigate bankruptcy and avoid liquidation, but creditor resistance now appears to have slowed progress. Lenders reportedly objec...

格隆汇4月29日|道达尔能源CEO:我们有九艘油轮被困在霍尔木兹海峡,周末有一艘已转移。

格隆汇 📅 04/29 20:08
格隆汇4月29日|道达尔能源CEO:我们有九艘油轮被困在霍尔木兹海峡,周末有一艘已转移。

世纪华通:2025年净利润56.05亿元,同比增长362.02%

同花顺 📅 04/29 20:08
世纪华通公告,2025年营业收入378.98亿元,同比增长67.55%。净利润56.05亿元,同比增长362.02%。公司董事会审议通过的利润分配预案为:向全体股东每10股派发现金红利0.6元(含税),不送红股,不以公积金转增股本。
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