格隆汇5月7日｜路透调查显示，加元/美元预计将在3个月内贬值0.3%，达到1.3667(4月份预期为1.37)；预计将在12个月内升值1.5%，达到1.3433(4月份预期为1.35)。

Playtika press release ( PLTK ): Q1 GAAP EPS of -$0.15 misses by $0.23 . Revenue of $744.7M (+5.5% Y/Y) beats by $50.05M . Record DTC platforms revenue of $291.8 million increased 16.7% sequentially and 62.8% year over year. Net Loss of $(57.5) million and Adjusted Net Income of $13.6 million. Net Loss reflects a non-cash impact from contingent consideration remeasurement related to the earnout payment tied to the SuperPlay acquisition. Adjusted EBITDA of $125.2 million decreased (37.8)% sequentially and (25.2)% year over year. Cash, cash equivalents, and short-term investments totaled $779.2 million as of March 31, 2026. " We are raising our full-year 2026 guidance to $2.75 - $2.85 billion (from $2.70 - $2.80 billion) and increasing our Adjusted EBITDA range to $750 - $790 million (from $730 - $770 million). " Revenue consensus of $2.77B) More on Playtika Playtika Needs To Rescue Itself From An Acquisition That Turned Out Too Great Playtika Is Trading At A Deep Discount To Its Cash Flow Playtika Holding Corp. (PLTK) Q4 2025 Earnings Call Transcript Playtika rallies on buyout buzz as turnaround traction likely to lure bargain hunters Playtika evaluating strategic alternatives

一季度，国产AI芯片厂商集体交卷。 从数据看，这个行业正在经历前所未有的确定性增长。4月底，寒武纪、摩尔线程、沐曦相继发布2026年一季度财报：三家公司营收分别同比增长160%、155%和75%。这组数字足够亮眼，但只是故事的表象。 当我们把几家公司的财报放在一起看，会发现一个更值得关注的事实，国产AI芯片的竞争格局，正在从“混战”走向“分化”。 01 第一个赛点：华为昇腾950PR量产 如果说Q1有什么最值得关注的变量，答案不是某家公司的具体业绩，而是昇腾950PR的发布和大厂订单的爆发。 今年3月，华为正式发布昇腾950PR处理器。这是昇腾系列首款针对推理场景深度优化的芯片，单卡FP4精度算力达到1.56PFlops，搭载112GB自研HBM显存，带宽1.4TB/s，功耗600W。 2025年华为公布昇腾AI芯片三年发展路线图 950PR处理器首次搭载在AI训练推理加速卡Atlas 350上，据华为昇腾计算业务总裁张迪煊介绍，Atlas 350的单卡算力达到了英伟达H20的2.87倍，是目前国内唯一支持FP4低精度的推理产品。 这里需要厘清一个认知误区：从单芯片绝对算力看，昇腾950PR与英伟达B200存在明显差距。950PR的FP8算力为1 PFLOPS，而英伟达B200的FP4算力高达9 PFLOPS。 但算力芯片的评价维度从来不只是峰值算力，在特定场景下，昇腾950PR的实际性能可以做到对H20的碾压级优势，原因在于它针对推理Prefill阶段和推荐业务进行了深度优化，这类任务计算密集、对并行计算能力要求高、同时对内存带宽极度敏感，950PR的112GB大显存和FP4低精度格式恰好命中了这些需求。 更大的变化来自客户端。据业界消息，字节跳动、腾讯、阿里巴巴三大国内头部互联网企业，已就新增芯片订单与华为展开接洽。据报道，华为2026年昇腾芯片出货量目标已上调至75万片，计划贡献375亿至525亿元营收。 芯片价格随之水涨船高。昇腾950PR标准版定价约5万元，搭载HBM的高端版本定价约7万元，目前市场依旧供不应求。 最大的变量来自DeepSeek。4月24日，DeepSeek-V4正式发布，华为云首发适配。DeepSeek V4明确支持昇腾950，意味着从模型训练、推理部署到芯片制造，中国已经形成了相对完整的技术闭环。 从市场份额看，2025年华为昇腾累计出...

Vontier press release ( VNT ): Q1 Non-GAAP EPS of $0.80 in-line. Revenue of $750.6M (+1.3% Y/Y) beats by $13.39M . Operating cash flow was $46.5 million; Adjusted free cash flow was $28.0 million, representing 25% adjusted free cash flow conversion 2026 Outlook Initiates Q2 2026 guidance for adjusted diluted net EPS of $0.78 to $0.81 Reaffirms FY 2026 guidance for adjusted diluted net EPS of $3.35 to $3.50 More on Vontier Vontier: The Hidden Industrial Software Moat Vontier Corporation (VNT) Presents at Barclays 43rd Annual Industrial Select Conference Transcript Vontier Corporation (VNT) Presents at Citi's Global Industrial Tech & Mobility Conference 2026 Transcript Vontier Q1 2026 Earnings Preview Vontier signals 3% core growth and $3.1B–$3.15B sales target for 2026 as simplification and unified payment solutions drive momentum

Key PointsSoFi reported that its cross-selling has become far more efficient.

Fund Update: 150,000 MICROSOFT (MSFT) shares added to DekaBank Deutsche Girozentrale portfolio Quiver Quantitative

Becton, Dickinson and Company ( BDX ) has named Vitor Roque as executive vice president and chief financial officer, effective May 7. With more than 25 years at BD, Roque has held senior finance and operations roles across the company, most recently as senior vice president, Finance and Corporate Financial Planning and Analysis. He served as interim CFO since December 2025. More on Becton, Dickinson Becton, Dickinson: Value Or Overvalued Even Now? Becton, Dickinson and Company (BDX) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Becton, Dickinson and Company: A Q1 2026 Earnings And Post Spin-Off Examination Becton, Dickinson Non-GAAP EPS of $2.90 beats by $0.13, revenue of $4.7B beats by $30M Becton, Dickinson FQ2 2026 Earnings Preview

高增长，是瑞幸咖啡最熟练的剧本。 但这次不一样了。 日前发布的2026年一季报中，瑞幸依旧交出一份表面十分亮眼的成绩单： 总净收入119.95 亿元，同比增长35.3%；月均交易客户9309万，同比增长25.3%。 营收与用户双双高增，仍是外界熟悉的“瑞幸速度”。 可在光鲜数据下，财报透露出新的信号：一路狂奔的瑞幸开始站到规模与利润的岔路口。 最受关注的变化是利润出现下滑。 今年第一季度，公司净利润达到5.06亿元，同比下滑3.6%。在营收持续扩大的背景下，利润意外踩下刹车格外刺眼，也让外界意识到依靠大规模开店、高强度补贴、高密度覆盖的增长模式正面临越来越现实的盈利压力。 压在利润之上的还有一笔沉重的刚性成本——外卖配送。 财报显示，本季度瑞幸配送费用仍高达13.08亿元，同比大幅增长89.8%， 相当于每赚10元营收，就有约1元花在了外卖履约上。 对于一家以效率与规模作为护城河的连锁品牌而言，高企的配送成本在一点点吞噬本就承压的利润空间。 一边是成本高企、利润承压，另一边则是瑞幸对自身未来的坚定表态。 财报同期，瑞幸宣布启动总额不超过3亿美元、为期一年的股份回购计划。 这是公司历史上少见的重磅动作，既直白地传递出管理层的底气，又向资本市场传递出优化股东回报、长期价值可期的积极态度。 底气来自瑞幸坐稳的行业头部位置。截至2026年第一季度，瑞幸全球门店总数达33596家，单季度净增2548家，扩张速度依旧迅猛。 放眼整个咖啡市场，能与之门店规模比肩的品牌只有星巴克，而新茶饮阵营中，也仅有蜜雪冰城的门店数量高于瑞幸，其余品牌均难以望其项背。 换言之，瑞幸已经冲到了行业最顶端，但规模登顶也意味着扩张正在靠近天花板。 国内大街小巷几乎无处不开店，当商圈与社区密度接近饱和，瑞幸最擅长和依赖的“开店即增长”逻辑还能走多远？ 开店冲到天花板，瑞幸难逃“规模不经济” 2017年成立之初，瑞幸始终以直营模式构建市场基础，用高效运营与高密度布局打开国内咖啡市场。 2021年1月，瑞幸开始按下扩张加速键， 推出新零售合作伙伴招募计划，面向全国22个省区、157座城市开放加盟。 这一步，彻底改变了瑞幸的成长轨迹。 依托轻量化加盟体系与下沉市场渗透策略，瑞幸在五年间以惊人的速度攻城略地， 截至2026年第一季度，其全球门店总数突破3.3万家， 稳居“咖啡一哥”的位置。 但光鲜的数字背后，一...

MarketAxess press release ( MKTX ): Q1 Non-GAAP EPS of $2.25 beats by $0.10 . Revenue of $233.38M (+11.9% Y/Y) beats by $1.38M . More on MarketAxess MarketAxess: Upside Relies On The Turnaround MarketAxess: Diversification With This Counter-Cyclical Stock MarketAxess Holdings Inc. (MKTX) Presents at UBS Financial Services Conference 2026 Transcript MarketAxess Q4 2026 Earnings Preview MarketAxess sees 35% Y/Y rise in Q1 block trading average daily volume

Teleflex press release ( TFX ): Q1 Non-GAAP EPS of $1.39 beats by $0.17 . Revenue of $548.3M (-21.7% Y/Y) beats by $10.71M . Maintaining GAAP revenue growth guidance range of 14.40% to 15.40% vs 15.31% consensus Maintaining pro forma adjusted constant currency revenue growth guidance range of 4.50% to 5.50% Maintaining GAAP EPS from continuing operations guidance range of $2.90 to $3.20 Maintaining Adjusted diluted EPS from continuing operations guidance range to $6.25 to $6.55 vs $6.72 consensus More on Teleflex Teleflex: More Clarity And More Questions Teleflex Incorporated 2025 Q4 - Results - Earnings Call Presentation Teleflex Incorporated (TFX) Q4 2025 Earnings Call Transcript Teleflex Q1 2026 Earnings Preview Medical device maker Teleflex appoints new CEO

Aspen Aerogels press release ( ASPN ): Q1 Non-GAAP EPS of -$0.28 misses by $0.02 . Revenue of $37.88M (-51.9% Y/Y) beats by $1.22M . Adjusted EBITDA was $(12.7) million, compared to $4.9 million in the prior year period. More on Aspen Aerogels Aspen Aerogels: A Long Road Ahead Aspen Aerogels, Inc. 2025 Q4 - Results - Earnings Call Presentation Aspen Aerogels, Inc. (ASPN) Q4 2025 Earnings Call Transcript Explosion at Aspen Aerogels plant sends workers to hospital, prompts investigation Aspen Aerogels outlines 20% energy industrial segment growth target for 2026 as EV market resets

Musk weighed offering Altman Tesla board seat, jury told MSN

格隆汇5月7日｜国家知识产权局7日发布《二〇二五年中国知识产权保护状况》白皮书，2025年我国知识产权保护成效显著增强。知识产权治理能力和水平持续提升，保护社会满意度得分达82.81分，再创新高。司法保护全面强化，全国法院新收知识产权民事一审案件47.3万件，检察机关受理审查逮捕侵犯知识产权犯罪案件6220件，公安机关立案侦办相关刑事案件2.6万起。行政保护纵深推进，市场监管部门查处知识产权违法案件3.7万件，知识产权管理部门审结专利侵权纠纷行政裁决案件9341件，海关查扣进出口侵权嫌疑货物8642万件。保护体系加快健全，海外知识产权纠纷应对指导工作平台全年为企业挽回损失27.5亿元。

(RTTNews) - Madison Square Garden Entertainment Corp. (MSGE) announced earnings for third quarter that Dropped, from the same period last year

格隆汇5月7日｜在一些华尔街圈子里，最热门的争论不再是科技股是否存在泡沫，或每桶100美元的油价是否会成为新常态，而是30年期美国国债收益率是否会持续突破5%。该收益率决定了美国政府的长期借贷成本。本周，该收益率一度短暂突破5%，目前徘徊在近20年高位，略低于2023年末的峰值 —— 当时美联储仍在努力遏制疫情后通胀飙升。

(RTTNews) - Maximus Inc (MMS) released earnings for its second quarter that Increases, from last year

格隆汇5月7日｜纽约期银日内涨4.81%突破81美元/盎司。

MAXIMUS press release ( MMS ): Q2 Non-GAAP EPS of $2.07 beats by $0.10 . Revenue of $1.31B (-3.7% Y/Y) misses by $10M . Repurchases of Maximus common stock in the quarter totaled 1.4 million shares for $111 million, with an additional 0.6 million shares totaling $39.9 million repurchased through May 1, 2026. The Board of Directors authorized a refresh to the repurchase program for Maximus common stock up to an aggregate of $400 million. A quarterly cash dividend of $0.33 per share is payable on June 1, 2026, to shareholders of record on May 15, 2026. More on MAXIMUS Maximus, Inc. 2026 Q1 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on MAXIMUS Historical earnings data for MAXIMUS Dividend scorecard for MAXIMUS Financial information for MAXIMUS

Ridgepost Capital press release ( RPC ): Q1 GAAP EPS of $0.08. Revenue of $75M (+10.8% Y/Y). Fee paying assets under management (FPAUM) of $31.0B represented an18% increase from the prior year• In the quarter, approximately $2.0B of fundraising and deployment wasoffset by $413M of stepdowns and expirations• Private Equity Solutions: $872M• Private Credit Solutions: $108M• Venture Capital Solutions: $1.0B More on Ridgepost Capital Ridgepost Capital Inc. 2025 Q4 - Results - Earnings Call Presentation Ridgepost Capital Inc. (RPC) Q4 2025 Earnings Call Transcript Small-cap financial stocks split on quant ratings ahead of Q1 earnings Small-cap financial stocks ranked by quant ratings after earnings season Seeking Alpha’s Quant Rating on Ridgepost Capital

Becton, Dickinson press release ( BDX ): Q2 Non-GAAP EPS of $2.90 beats by $0.13 . Revenue of $4.7B (-11.3% Y/Y) beats by $30M . Executed a $2.0 billion accelerated share repurchase ( ASR ) program and retired $2.1 billion of debt in the quarter FY26 revue negative growth consensus of 12.26%, EPS consensus of $12.48 The company updates its full year fiscal 2026 guidance as follows: Updated New BD Guidance as of May 7, 2026 Prior New BD Guidance as of February 9, 2026 GAAP Revenue Growth Low single-digit plus Low single-digit plus Revenue Growth ( FXN ) Low single-digit Low single-digit Adjusted Diluted EPS $12.52 to $12.72 $12.35 to $12.65 Click to enlarge Shares +1.5% PM. More on Becton, Dickinson Becton, Dickinson: Value Or Overvalued Even Now? Becton, Dickinson and Company (BDX) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Becton, Dickinson and Company: A Q1 2026 Earnings And Post Spin-Off Examination Becton, Dickinson FQ2 2026 Earnings Preview U.S. to ease restrictions on carcinogenic gas used for sterilizing medical devices

(RTTNews) - Planet Fitness Inc. (PLNT) announced a profit for its first quarter that Increases, from last year

NCR Voyix press release ( VYX ): Q1 Non-GAAP EPS of $0.10 beats by $0.03 . Revenue of $606M (-1.0% Y/Y) beats by $26.4M . Adjusted EBITDA was $78 million compared to $74 million in the prior year period. Software & Services Revenue was $472 million compared to $475 million in the prior year period. Recurring revenue was $419 million compared to $404 million in the prior year period. Recurring software revenue was $199 million compared to $192 million in the prior year period. 2026 Outlook For the full-year 2026, the Company is updating its outlook to reflect the divestiture of its Japan bank technology solutions business: 1 $ in millions (except EPS) Range YoY % Change Revenue 2 $2,188 - $2,303 vs. $2.22B consensus (prior $2,210 - $2,325) (18%) - (13%) Pro Forma for Hardware Transition Impact 2 (2%) - 3% Adjusted EBITDA $432 - $447 3% - 7% Non-GAAP Diluted EPS 3 $0.89 - $0.92 vs. $0.91consensus (prior $0.93 - $0.96) 3% - 7% Adjusted Free Cash Flow- unrestricted before restructuring $190 - $220 40% - 62% Click to enlarge More on NCR Voyix NCR Voyix: More Than Promises Needed NCR Voyix Corporation (VYX) Q4 2025 Earnings Call Transcript NCR Voyix Corporation 2025 Q4 - Results - Earnings Call Presentation NCR Voyix Q1 2026 Earnings Preview NCR Voyix signs deal with Stater Bros. to upgrade POS, payments systems

(RTTNews) - BCE Inc. (BCE) reported earnings for first quarter that Drops, from last year

Hou Weidong. Hou Weidong , China’s first banking chief information officer (CIO), has been expelled from the Communist Party and referred for criminal prosecution over alleged bribery, the country’s top anti-graft agency said Thursday. Hou, a former Bank of Communications Co. Ltd. (BOCOM) executive vice president, was accused of abusing his control over fintech resource allocation to help others secure projects and financing in exchange for “massive” bribes.

These stocks are today’s movers: Arm, AMD, Apple, Fortinet, McDonald’s, Whirlpool, and more MSN

JHVEPhoto/iStock Editorial via Getty Images Three months after my previous coverage , Marriott International, Inc. ( MAR ) has already weakened by 2.1%. While the bullish trend remains evident, technicals have already shown overbuying and warranted some caution as it became more expensive. We may attribute it to the recent events and the cautious stance ahead of the Q1 2026 results. In my view, this was logical in line with its valuation and external risks. Its fundamentals and dividends are still attractive, but we cannot deny that the stock price has already increased too much. MAR Q1 2026 The hotel industry has remained strong despite the views about the end of revenge travel. Marriott International, Inc. continued to prove that it could sustain its growth despite the potential decrease in travel hype amid stubborn inflation and geopolitical tensions. Prudent pricing strategies and solid brand recognition still paid off. All these things were seen in its most recent performance. In Q1 2026, its operating revenue amounted to $6.65B , up by 6.2% YoY from $6.26B. This YoY growth was higher than in my previous coverage at 4.1%. In fact, this has been its strongest performance in the past year or since I started covering it. For instance, its YoY growth in Q3 2025 was 3.7% YoY, while 4.1% YoY in Q2 2025, and 4.7% YoY in Q1 2025. This could tell us that revenge travel was not over for MAR. As you can see, revenues from both fee-based and leased/ownership-based models increased by over 10%. They also made up for the slower growth in cost reimbursements. Various factors drove it. One was its strong pricing power. Marriott was able to raise its average daily rate and ADR without sacrificing occupancy. Occupancy dropped in the Middle East and Africa, which should not be surprising considering the tension in the region. But the rest of the world had higher occupancy despite having higher daily rates. With that, you can say that its demand increased. This may be supported by...

Spectrum Brands press release ( SPB ): Q2 Non-GAAP EPS of $1.25 beats by $0.19 . Revenue of $708.9M (+4.9% Y/Y) beats by $31.5M . Second Quarter Net Income From Continuing Operations of $22.5 Million and Adjusted EBITDA of $84.0 Million Increased by $20.7 Million and $12.7 Million, Respectively Ended Second Quarter with Net Debt Leverage of 1.66x Adjusted EBITDA Executed a Strategic Partnership in the Home and Personal Care Segment, Designed to Accelerate Long Term Growth of the Business More on Spectrum Brands Spectrum Brands: A Compelling Story With Long-Term Tailwinds But Near-Term Headwinds Spectrum Brands Q2 2026 Earnings Preview Most and least shorted large-cap consumer staples at March end Seeking Alpha’s Quant Rating on Spectrum Brands Historical earnings data for Spectrum Brands

格隆汇5月7日｜据央视，俄罗斯总统新闻秘书佩斯科夫5月7日在新闻简报会上表示，俄宣布的胜利日停火将于5月8日至9日生效。他同时确认，5月9日莫斯科红场阅兵式将照常举行，具体形式俄国防部此前已作详细通报。他说，俄总统普京正在为胜利日的外事会晤做准备，届时将有外国嘉宾赴莫斯科参加庆祝活动。对普京的安保规格与世界各国元首同等严苛。

BCE press release ( BCE ): Q1 Non-GAAP EPS of C$0.63 beats by C$0.05 . Revenue of C$6.17B (+4.0% Y/Y) beats by C$80M . Bell Business Markets revenue2 up 9.7% on 113% growth in AI-powered solutions revenue2, driven by strong demand for Ateko, Bell Cyber and Bell AI Fabric Strong contribution from acquisition of Ziply Fiber on August 1, 2025 49,525 residential fibre-to-the-home (FTTH) Internet net subscriber3 activations, including Ziply Fiber, up 3.2%, contributing to 15% Internet revenue growth 16,947 postpaid mobile phone net subscriber3 activations, up 26,545 year over year Crave subscriptions up 25% to 4.74 million, driven by strong direct-to-consumer streaming growth; Q1 was the most watched quarter in Crave history More on BCE Inc. BCE Inc. (BCE:CA) Shareholder/Analyst Call Transcript BCE Inc. (BCE:CA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript BCE: Slow Growth In 2026 Against Sustainable Business Mix Historical earnings data for BCE Inc. Dividend scorecard for BCE Inc.

Aleksandr Fedosov/iStock Editorial via Getty Images In our last update , we analyzed Ermenegildo Zegna N.V. ( ZGN ) 2025 results. We were positively impressed by the company's solid set of results, with top-line sales reaching €1.91 billion and performance holding up better than peers. That said, we reiterated a neutral view. This was supported by Macro Uncertainty , with regional headwinds from the escalation in the Middle East and potential margin pressure. Given a fair valuation and our revised 2026 projections, Zegna's stock offered only modest upside. As a result, we concluded to wait for a more compelling entry point. This was not a good call, and Zegna shares have increased by almost 19%. Therefore, today, we are back to comment on the company's performance after the Q1 release. Mare Ev. Lab Previous Rating Update Fig. 1 Q1 Results Zegna reported only top-line sales data, split by segments, geographic areas, and distribution channels. That said, our deep dive remains on the company's Q&A call insights and long-term view, which we will assess in the next paragraph. The company reported Q1 organic sales growth of +7%, exceeding the Wall Street consensus of +6%. In terms of turnover, the group reached €470 million. The real growth engine was the Zegna and Tom Ford Fashion brands, up 11% and 5% organically, respectively (Fig. 2). On the other hand, Thom Browne's sales were down by 3%. By channel, the company reported (again) solid DTC momentum, especially in the Zegna brand. On the other hand, wholesale sales reached €64.3 million, down 19.1% year-on-year. By geography, the company reported solid performances in all regions. Most importantly, China turned positive (+5.3% - Fig. 3) after a prolonged period of underperformance and lower sales growth. The Americas and the EU were up by 17.5% and 1.4%, respectively. Zegna sales by brand Fig. 2 Zegna sales by GEO Fig. 3 Why are we still Neutral? Heightened global uncertainty has weighed (once again) on investor sentim...