格隆汇4月30日｜日本国债在东京早盘下跌，跟随隔夜美国国债价格的跌势。日本国债和美国国债的价格走势往往同步。在中东冲突持续之际，油价上涨引发了对日本国内通胀上升的担忧，这也可能令日本国债价格承压。InTouch Capital Markets的分析师团队在一份评论中表示：“中东局势加剧了高度的不确定性。通胀仍然高企，一定程度上反映了能源价格的上涨。”
格隆汇4月30日｜日本国债在东京早盘下跌，跟随隔夜美国国债价格的跌势。日本国债和美国国债的价格走势往往同步。在中东冲突持续之际，油价上涨引发了对日本国内通胀上升的担忧，这也可能令日本国债价格承压。InTouch Capital Markets的分析师团队在一份评论中表示：“中东局势加剧了高度的不确定性。通胀仍然高企，一定程度上反映了能源价格的上涨。”
The fragile ceasefire between the United States and Iran has continued to shatter global markets. These are the major takeaways of what happened overnight. What did Trump say? US President Donald Trump spoke with his Russian counterpart Vladimir Putin on Wednesday, discussing the wars in Ukraine and Iran. Trump said that the conversation was “very good” and that the US was “going to come up with a...
The fragile ceasefire between the United States and Iran has continued to shatter global markets. These are the major takeaways of what happened overnight. What did Trump say? US President Donald Trump spoke with his Russian counterpart Vladimir Putin on Wednesday, discussing the wars in Ukraine and Iran. Trump said that the conversation was “very good” and that the US was “going to come up with a solution relatively quickly” over its continuing conflict with Iran. He also said that the US was...
Earnings Call Insights: Extreme Networks (EXTR) Q3 FY 2026 Management View CEO Edward Meyercord said, "The third quarter marks our fifth consecutive quarter of double-digit revenue growth," adding, "We've also resolved memory supply needs for both the near and long term, which will allow us to meet customer demand and stabilize gross margins." President, CEO & Executive Director Edward Meyercord s...
Earnings Call Insights: Extreme Networks (EXTR) Q3 FY 2026 Management View CEO Edward Meyercord said, "The third quarter marks our fifth consecutive quarter of double-digit revenue growth," adding, "We've also resolved memory supply needs for both the near and long term, which will allow us to meet customer demand and stabilize gross margins." President, CEO & Executive Director Edward Meyercord said revenue "beat the high end of our guidance at $317 million," with "Product revenue increased 12% year-over-year" and "SaaS ARR to $236 million, an increase of 29% year-over-year." He also said the company "returned $50 million to shareholders through share repurchases." President, CEO & Executive Director Meyercord tied margin improvement to pricing and supply actions: "The combination of disciplined pricing actions and cost management allowed us to improve gross margins to 62.3%, up quarter-over-quarter, exceeding guidance." Executive VP of Finance & CFO Kevin Rhodes said, "Total revenue of $317 million, grew 11% year-over-year and exceeded the high end of our guidance range," and added, "Earnings per share of $0.26 exceeded the high end of our guidance range and grew 24% year-over-year." Outlook Executive VP of Finance & CFO Rhodes gave Q4 guidance: "We expect our revenue to be in the range of $330 million to $335 million," "gross margins to be in a range of 61.8% to 62.2%," "operating margin...15.2% to 16.1%" and "earnings per share...$0.28 to $0.30." Executive VP of Finance & CFO Rhodes updated FY 2026: "Revenue...$1.275 billion to $1.280 billion," "gross margins...61.8% to 61.9%" and "operating margin...14.7% to 14.9%," with "earnings per share...$1.02 to $1.04 per share." Relative to last quarter’s commentary, management emphasized that memory supply is no longer framed as a near-term constraint; President, CEO & Executive Director Meyercord said, "Extreme has secured our forward-looking supply to support demand through fiscal '27 and beyond" and called it "greate...
Earnings Call Insights: TTM Technologies (TTMI) Q1 2026 Management view "We delivered an excellent first quarter of 2026" and "achieved sales of $846 million and non-GAAP EPS of $0.75 per diluted share, both above our guidance issued in early February and both all-time quarterly highs" (President, CEO & Director Edwin Roks). "We stand well positioned to support this growth across our end markets, ...
Earnings Call Insights: TTM Technologies (TTMI) Q1 2026 Management view "We delivered an excellent first quarter of 2026" and "achieved sales of $846 million and non-GAAP EPS of $0.75 per diluted share, both above our guidance issued in early February and both all-time quarterly highs" (President, CEO & Director Edwin Roks). "We stand well positioned to support this growth across our end markets, and we are tracking well ahead of our previously communicated plan to grow revenues 15% to 20% per year for the next 3 years and to double our earnings from 2025 to 2027" (President, CEO & Director Roks). "The overall book-to-bill ratio was 1.41 for the first quarter of 2026 with the Commercial reporting segment at 1.65 and the A&D reporting segment at 1.10" and "the 90 days backlog... was $787 million compared to $517 million a year ago" (President, CEO & Director Roks). "Free cash flow in the first quarter of 2026 was a net usage of $85 million... both periods reflecting increased capital expenditures in support of our organic growth opportunities" (Executive VP & CFO Daniel Boehle). Outlook "We project net sales for the second quarter of 2026 to be in the range of $930 million to $970 million and non-GAAP earnings to be in the range of $0.82 to $0.88 per diluted share" (Executive VP & CFO Boehle). "Considering the current demand dynamics reflected in our first quarter results and second quarter guidance, we believe that the net sales growth trajectory in the first half of the year should continue in the second half" (Executive VP & CFO Boehle). Fiscal-year framing was more directional in Q1: "we expect our full year 2026 total net sales to increase in the range of 15% to 20% over 2025 total net sales" was stated on the prior call (Executive VP & CFO Boehle), while the Q1 call emphasized continuation of first-half growth into the second half (Executive VP & CFO Boehle). The analysts-estimates JSON provided uses a different fiscal-quarter format than the required validatio...
Thomas Reardon, who led the work on Meta Platforms Inc. ’s Neural Band , is raising funds for a new startup called Flourish to develop energy-efficient artificial intelligence, according to people familiar with the matter. The company is in discussions with investors to raise capital at a $2.5 billion valuation, according to the people, who asked not to be identified because they weren’t authorize...
Thomas Reardon, who led the work on Meta Platforms Inc. ’s Neural Band , is raising funds for a new startup called Flourish to develop energy-efficient artificial intelligence, according to people familiar with the matter. The company is in discussions with investors to raise capital at a $2.5 billion valuation, according to the people, who asked not to be identified because they weren’t authorized to speak publicly. The terms may change as the talks are not yet finalized. Lux Capital Management , where Reardon works as a venture partner , and Google Ventures have agreed to be major investors in the company, the people said. Investors have already committed $500 million to the company, one of the people said. Reardon said at an event last week that he was starting a new company to build AI that can operate using less power, according to people familiar with his remarks. Existing AI tools consume massive amounts of electricity, which is driving up energy costs around the US. Inspiration for such technology may come from the architecture of the human brain, which creates consciousness and controls the body using the amount of power required to illuminate a light bulb. That’s far less power than current AI systems consume. Neuroscience has always inspired AI, and recent advances in science and technology are helping researchers understand the brain’s structure and function at a more detailed level than ever before. Some researchers think that this new knowledge will help them build AI that more closely mimics the mind’s capabilities, as opposed to current technology that is only loosely based on the brain. Reardon declined to comment through a spokesperson. One person familiar with the discussions said Flourish may seek a valuation of as much as $3.5 billion. Flourish has been recruiting AI researchers and neuroscientists and expressing interest in connectomics, a field of research that involves mapping the brain and identifying how individual neurons are connected to ...
Key PointsSchikan sold 7,100 shares across two days for a total value of approximately ~$213,000, using a weighted average sale price of $30.05 per share.
Key PointsSchikan sold 7,100 shares across two days for a total value of approximately ~$213,000, using a weighted average sale price of $30.05 per share.
A frenzied day of earnings reports offered a glimpse at how some of the world’s biggest tech companies are doing in artificial intelligence. The upshot: Alphabet Inc. ’s Google is seeing a clear payoff from its AI spending, while Meta Platforms Inc. is lagging behind. The two companies’ results were part of a flood of financial information Wednesday, when Alphabet, Meta, Amazon.com Inc. and Micros...
A frenzied day of earnings reports offered a glimpse at how some of the world’s biggest tech companies are doing in artificial intelligence. The upshot: Alphabet Inc. ’s Google is seeing a clear payoff from its AI spending, while Meta Platforms Inc. is lagging behind. The two companies’ results were part of a flood of financial information Wednesday, when Alphabet, Meta, Amazon.com Inc. and Microsoft Corp. all delivered their numbers within the span of two minutes . The quartet of companies are the largest spenders on AI data farms, putting them at the center of an infrastructure build-out that’s expected to cost trillions of dollars. A key question among investors and analysts is whether that massive spending is providing tangible results. On that front, Google was able to point to solid growth at its cloud computing unit, which recorded sales of $20 billion last quarter. That beat the $18.4 billion projection. The unit saw a “meaningful acceleration in growth,” driven by demand for its AI software and infrastructure, Google said. “Our AI models have great momentum,” Alphabet Chief Executive Officer Sundar Pichai said during a conference call with analysts. “We are bringing helpful AI into the hands of billions of people every day through our products and platforms.” Read More: Alphabet Sales Beat Estimates on Google Cloud, AI Customers Backlog — the measure of contracted work that hasn’t been recorded as revenue yet — nearly doubled from the prior quarter to over $460 billion. The period also was the strongest quarter yet for Google’s consumer AI services, including the Gemini app, Pichai said. Alphabet shares gained 6.6% in late trading following the report, outshining the other tech giants. Meta had a harder time making its case to investors. Its shares tumbled more than 6% after the company boosted full-year capital expenditures to as much as $145 billion — an increase driven in part by rising component prices. Meta isn’t alone in dialing up spending; Google an...
Alexander Manzyuk | Reuters Oil extended gains Thursday on signs of a prolonged U.S. blockade of Iranian exports and stalled nuclear negotiations, stoking fears that supplies will remain tight for longer. The gains come as Axios reported that U.S. President Donald Trump had rejected Tehran's proposal to reopen the Strait of Hormuz, signaling the naval blockade will remain in place until a broader ...
Alexander Manzyuk | Reuters Oil extended gains Thursday on signs of a prolonged U.S. blockade of Iranian exports and stalled nuclear negotiations, stoking fears that supplies will remain tight for longer. The gains come as Axios reported that U.S. President Donald Trump had rejected Tehran's proposal to reopen the Strait of Hormuz, signaling the naval blockade will remain in place until a broader nuclear agreement is reached. Brent crude rose about 1.96% to around $120 a barrel, while U.S. West Texas Intermediate added 0.2% to $107.09. Prices had risen on Wednesday as The Wall Street Journal reported, citing U.S. officials, that Trump had instructed aides to prepare for an extended blockade of Iran. Trump appeared to threaten Iran in a Truth Social post on Wednesday , saying the country "better get smart soon!" "Iran can't get their act together. They don't know how to sign a nonnuclear deal. They better get smart soon!" Trump said. The post was accompanied by an AI-generated picture of Trump holding a gun with explosions in the background, and the words "NO MORE MR. NICE GUY!" Stock Chart Icon Stock chart icon Brent oil prices Oil prices have surged to their highest levels since mid-2022, data provided by Goldman Sachs suggested. The bank estimates that exports through the Hormuz chokepoint have fallen to just 4% of normal levels, while stalled U.S.-Iran negotiations and a continued U.S. blockade tightening supplies. Constrained Iranian exports and limited storage capacity could deepen supply disruptions if the blockade persists, the bank's analysts said, adding that boost to output from the UAE following its OPEC exit is likely to materialize more gradually over the medium term rather than offsetting near-term tightness. However, the bank flagged emerging downside risks to demand, noting global oil consumption in April may be about 3.6 million barrels per day lower than February levels, with weakness concentrated in jet fuel and petrochemical feedstocks. — CNBC's ...
Amazon, Meta, Microsoft and Google's quarterly earnings all tell the same story. AI demand is exploding, and it’s driving a massive spending race. Ed Ludlow reports. (Source: Bloomberg)
Amazon, Meta, Microsoft and Google's quarterly earnings all tell the same story. AI demand is exploding, and it’s driving a massive spending race. Ed Ludlow reports. (Source: Bloomberg)
After visiting the 9/11 Memorial, Queen Camilla read to children at the New York Public Library and King Charles visited a community organisation in Harlem.
After visiting the 9/11 Memorial, Queen Camilla read to children at the New York Public Library and King Charles visited a community organisation in Harlem.
Microsoft's (MSFT.US) Azure cloud computing revenue surged over 40%, with an additional $190 billion investment in AI infrastructure! Although its performance was not explosive, it was sufficient to sustain the ongoing AI-driven super bull market. 富途牛牛
Microsoft's (MSFT.US) Azure cloud computing revenue surged over 40%, with an additional $190 billion investment in AI infrastructure! Although its performance was not explosive, it was sufficient to sustain the ongoing AI-driven super bull market. 富途牛牛