Japan's SoftBank ‌Corp has ‌begun discussions with ​U.S. chip giant Nvidia and Taiwanese contract ‌manufacturer ⁠Foxconn as the conglomerate ⁠weighs plans to build ​homegrown ​artificial ​intelligence servers, ‌the Nikkei newspaper reported on Friday. SoftBank is considering starting design ‌and ​component ​assembly ​by the ‌end of the ​decade, ​Nikkei added.

格隆汇5月8日｜OpenAI：开始向用户推出“可信联系人”功能。

Pakin Jarerndee/iStock via Getty Images I consider Innovative Industrial Properties, Inc. ( IIPR ) as one of the most beaten-down REITs in the whole sector. Since the start of 2022, I've watched its stock price drop by ~78%. That's a lot.

Hello and welcome back to Soundbite. Today, we take stock of the biggest trend in celebrity podcasts and document the bidding war playing out for a show that hasn’t even launched yet. As always, if you appreciate this kind of work, please support it and subscribe . Reach me through email . Before we get into what I’m reading this week, I have a quick piece of housekeeping: We’ll be skipping next week’s edition because I’ll be returning from a Mexican beach. See you on the other side. Sony Music is nearing a deal worth $4 billion to acquire the Blackstone Inc.-owned Recognition Music Group, which oversees more than 45,000 pieces of music. The portfolio includes songs from Justin Bieber, Neil Young and Justin Timberlake. Mia Sato at the Verge published a really great story on the clipping economy . I know, we’ve all read a ton about this phenomenon already, but she gets into the podcasters who are clipping. Joe Rogan, seemingly through his partnership with Perplexity, is being clipped, as is Dan Bongino. I got some slight pushback when I voiced concern that clips could eat into podcast listening time, and I feel increasingly confident that people are indeed becoming a clips audience rather than full-time viewers or listeners. The Daily Wire laid off staff last week, as confirmed to me by a spokesperson who declined to specify numbers. Speculation has varied widely online after former DW host Candace Owens suggested more than 50% of the staff was impacted. In response, Jeremy Boreing, who is DW’s former co-chief executive officer, posted a video saying the real number was nowhere near that figure. If you have any accurate information, you know how to reach me. James Murdoch, through his media company Lupa Systems, has submitted an offer of approximately $300 million to buy Vox Media’s podcast network and New York magazine. Podcasting’s boomer bonanza In recent weeks, everyone with money to spend in podcasting has told me about one tantalizing deal currently making the ...

The following companies are expected to report earnings after hours on 05/07/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Gilead Sciences, Inc. (GILD)is reporting for the quarter ending March 31, 2026. The biomedical (gene) company's consensus

Companies such as Copa Holdings and Nova reporting earnings next week have a track record of beating Wall Street's expectations. After the frenzy of the past two weeks, earnings season will take a breath in the next few days. Just eight stocks in the S & P 500 and one component in the Dow Jones Industrial Average are due to post results. The first-quarter earnings season has been very strong so far. Of the more than 420 S & P 500 companies that have reported, nearly 85% have posted earnings beats, FactSet data shows. Around 78% have released revenues that exceeded expectations. Stocks can get a boost if their reports or guidance for future performance impresses investors. CNBC Pro screened data from Bespoke Investment Group to find companies that historically beat earnings expectations and see their shares gain on those numbers. To be included in the following table, companies had to have beaten analysts' consensus earnings per share at least 70% of the time and average a gain of 1% or more the first day after posting their latest financials. Copa reports earnings next Wednesday, and the stock on average has risen 1.9% following each report. Last month, Goldman Sachs upgraded the Latin American airline carrier to buy from neutral. "We highlight the company operates at the lowest leverage within our coverage and has a geographical competitive advantage which should allow the company to withstand the current macroeconomic volatility and pass-through higher fuel prices to tickets with potentially lower impact to demand vis-à-vis other competitors in the region," wrote analyst Joao Frizo. Frizo's new price target of $151, up from $138, implies upside of about 23% from current levels. The stock has added 2% this year. Semiconductor manufacturing parts provider Nova reports earnings Thursday. Shares have on average risen 1.6% after the stock has reported earnings. In March, Barclays initiated coverage of the stock at an overweight rating and $465 price objective. The stoc...

OpenAI is launching an optional safety feature for ChatGPT that allows adult users to assign an emergency contact for mental health and safety concerns. Friends, family members, or caregivers designated as a "Trusted Contact" will be notified if OpenAI detects that a person may have discussed topics like self-harm or suicide with the chatbot. "Trusted Contact is designed around a simple, expert-validated premise: when someone may be in crisis, connecting with someone they know and trust can make a meaningful difference," OpenAI said in its announcement. "It offers another layer of support alongside the localized helplines already available … Read the full story at The Verge.

About two-thirds of S&P 500 companies have reported their quarterly results this earnings season. And so far, those results have been very good, a highly positive signal for share prices. According to FactSet, which tracks S&P 500 earnings, 84% of companies that have reported results have come in above earnings-per-share (EPS) estimates. That's significantly higher than the 10-year average of 76%. And if the remaining companies post similar numbers, resulting in 84% of all companies reporting better-than-expected earnings, it will be the highest percentage of S&P companies beating earnings since the second quarter of 2021. That's great news for the entire U.S. stock market (the S&P 500 is a good proxy for the market, representing about 80% of total available market capitalization). Continue reading

原國務委員兼國防部長魏鳳和、李尚福受賄案，兩人一審被判死刑、緩刑兩年，沒收全部個人財產。 中央電視台在《新聞聯播》播出有關消息。案件在軍事法院一審宣判，同時公布魏鳳和及李尚福的判決。兩人曾先後出任防長，魏鳳和犯受賄罪，判處死刑；李尚福犯受賄、行賄，決定執行死刑。兩人均緩期二年執行，減為無期徒刑後要終身監禁，不得減刑、假釋。 當局指控兩人對抗組織審查，利用職務便利，為他人謀取利益，違規收受禮品禮金或巨額賄款。嚴重污染部隊或軍隊裝備領域政治生態，性質極其嚴重，影響極為惡劣，危害特別巨大。 現年72歲的魏鳳和是山東人，長期在導彈部隊工作。2015年軍隊改革後，他成為火箭軍司令，管理核反擊戰略導彈及常規導彈。2023年3月退休後，同年9月被查，翌年被開除黨籍及軍籍。 至於68歲的李尚福是四川人，本身是「紅二代」，是國家航天技術與國防軍工專家，從事太空發射任務多年。2023年3月接替魏鳳和出任防長，8月被查，比魏鳳和更早，10月李尚福遭免職。 兩人同樣牽涉「火箭軍腐敗案」，自2023年7月起，至今至少十一位軍方將領被罷免。

Managing a supply chain shouldn’t mean choosing between cost, speed, and peace of mind — but for many businesses, it does. Amazon Supply Chain Services (ASCS) offers flexible, resilient logistics support that eliminates those tradeoffs, helping businesses of every size reduce complexity, cut costs, and reclaim time. With access to Amazon’s global infrastructure and no lock-in required, ASCS gives you the freedom […] The post Solutions that Save: How Amazon’s Supply Chain Services Give Back Time,

Prescott Group Capital Management reduced its stake in American Public Education (NASDAQ:APEI) , selling 177,477 shares for an estimated $8.13 million based on quarterly average pricing, its SEC filing dated May 7, 2026, shows. According to a recent SEC filing dated May 7, 2026, Prescott Group Capital Management sold 177,477 shares of American Public Education during the first quarter. The estimated transaction value was $8.13 million, based on the average unadjusted close price for the quarter. The fund’s position value declined by $6.26 million at quarter’s end due to both trading activity and share price changes. American Public Education, Inc. is a leading provider of online and campus-based higher education, leveraging a diversified program portfolio and multi-brand strategy to address the needs of nontraditional students. The company’s focus on flexible learning modalities and specialized programs in high-demand fields supports its competitive positioning in the education sector. With a strong track record of enrollment among military and healthcare students, American Public Education, Inc. maintains a scalable platform for growth and innovation in postsecondary education. Continue reading

⚽ Updates from the 8pm BST kick-off; (agg 0-1) ⚽ Palace v Shakhtar – live | Scores | Mail John Aston Villa: Martinez, Lindelof, Konsa, Torres, Cash, McGinn, Buendia, Tielemans, Digne, Watkins, Rogers. Subs: Bizot, Wright, Mings, Elliott, Garcia, Abraham, Sancho, Douglas Luiz, Maatsen, Bogarde, Bailey. Nottm Forest: Ortega, Jair Cunha, Milenkovic, Morato, Williams, Hutchinson, Dominguez, Anderson, McAtee, Igor Jesus, Wood. Subs: Sels, Willows, Murillo, Sangare, Gibbs-White, Ndoye, Lucca, Yates, Bakwa, Whitehall, Sinclair, Hanks. Dyche did what he had to, settling things down after a tumultuous start to the season, whereas Pereira wanted to offer greater freedom. Forest are the highest scorers in the league since his arrival, with 19 in nine matches, and have the third-best defence and would sit sixth over the period, according to Goalpoint. Under Pereira, Forest have scored 8.02 goals above xG, arguably a result of the increase in confidence and risk-taking. Continue reading...

Greenland’s Prime Minister Jens-Frederik Nielsen on Thursday slammed as “indecent” reported attempts by an American to pay locals US$200,000 each to sign a petition calling for Greenland to join the United States. US President Donald Trump has repeatedly said the US needs to annex the Danish autonomous territory to ensure national security. “A foreign individual is offering money for a signature to incorporate Greenland into another country. That is not just deeply worrying. It is indecent,”...

格隆汇5月8日｜美国股市延续跌势；标普500指数下跌0.51%，纳斯达克下跌0.29%，道琼斯下跌0.78%。

champc/iStock via Getty Images Pessimism among individual investors about the short-term outlook for stocks decreased in the latest AAII Sentiment Survey. Meanwhile, optimism and neutral sentiment increased. Bullish sentiment, expectations that stock prices will rise over the next six months, increased

Prosecution says Rico Gedel attacked Ian Watkins in HMP Wakefield then handed homemade knife to Samuel Dodsworth A prisoner accused of murdering the disgraced former Lostprophets singer told guards they “could be talking to someone famous” after stabbing Ian Watkins in the head and neck with a homemade knife, a court has heard. Rico Gedel carried out the attack on Watkins, who was serving a 29-year sentence for child sexual offences, in his cell at HMP Wakefield, a high-security prison, on 11 October, Leeds crown court heard. Continue reading...

格隆汇5月8日｜2026年FOMC票委、克利夫兰联储主席哈玛克将于十分钟后发表讲话。

It’s a “one-off situation,” according to an infectious-disease doctor. “You have to be in the wrong place at the wrong time.”

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"Stunning Quarter": Highest Earnings Growth In Over Two Decades Yesterday, Deutsche Bank's head of thematic research published his latest chartbook, "The Great 2026 Reset," which delves into the market and political implications of the Iran conflict ( available here to pro subs ). One key topic explored by Reid is the remarkable US Q1 earnings season. As we previewed ahead of the start of reporting seasons, earnings are significantly exceeding consensus estimates across all metrics, despite a high bar. S&P 500 earnings growth is projected to accelerate sharply from 13.4% in Q4 to 24.6% in Q1 – a four-year high and a level rarely seen outside of post-shock recoveries. Excluding special factors, this represents arguably the strongest earnings growth in two decades. The AI boom is a clear contributor, but strength is widespread, with double-digit growth seen in average and median companies, and all 11 sectors posting positive growth for the first time in four years. This strong performance has in many places been driven by higher prices amid supply constraints, surging demand within the AI value chain, and other disruptions. In light of these robust Q1 results, DB has raised its 2026 EPS forecast from $320 to $342, driven by strong Q1 beats, gravity-defying performance in MCG & Tech, and higher oil and commodity prices. Reid says it's worth noting that while the US equity market has outperformed many markets since the start of the Iran conflict, this has only moved it from the bottom quartile to the middle of the global pack year-to-date. Even with a surge since the conflict began, tech performance over the past six months (since the end of October) shows only a modest increase. Given current high valuations, strong earnings growth is helping the US market "grow into" these valuations, yet other markets have demonstrated notably better performance over the last 18 months. More in the full DB note available here. Tyler Durden Thu, 05/07/2026 - 13:55

Key PointsSirius XM stock is beating the market in 2026 after five years of declines.

The head of Bezos' family office appears to have stepped down at some point in the last few months, around the time Bezos became increasingly in his robotics firm Project Prometheus.

ianmcdonnell/E+ via Getty Images I have covered Ardmore Shipping Corporation ( ASC ) before , where I outlined the investment thesis in detail and explained why I considered it an interesting buy. In the last article , I downgraded the

The head of Bezos' family office appears to have stepped down at some point in the last few months, around the time Bezos became increasingly in his robotics firm Project Prometheus.

格隆汇5月8日｜欧洲央行执委施纳贝尔周四表示，如果伊朗战争对通胀留下更持久的印记，欧洲央行将不得不提高利率。施纳贝尔表示，“快速增长”的企业计划提价，供应链面临中断，家庭正在调整预期。她表示，由于上一次通胀冲击的记忆犹新，当前危机不会需要那么长时间才能感受到。“如果能源价格冲击扩大，货币政策将需要收紧，以抑制威胁中期价格稳定的第二轮效应风险，”施纳贝尔在伦敦的一次演讲中表示，“近几周来，这一风险已经增加。”施纳贝尔还表示，随着不利的供应冲击变得更加频繁，保护央行的独立性至关重要，以便它们能够在需要时收紧政策。她表示，欧洲央行“已明确表示”，将采取必要措施，将目前3%的通胀率拉回目标水平。

President indicated that deal had materialised, but truth was that Saudi Arabia had stopped US use of its bases When Donald Trump abruptly pulled the plug on “Project Freedom” , the scheme to open the strait of Hormuz, barely a day after it had been announced, he gave the impression that an opportunity for a peace deal had materialised that could not be missed. To the surprise of nobody who has been following the US’s recent adventures in geopolitics, Trump’s spin concealed a lot of the underlying reality. It turns out that Trump suspended Project Freedom after Saudi Arabia stopped the US military from using its bases or airspace to carry out the operation, which involved giving air cover to commercial shipping sailing through the strait. Continue reading...

Key PointsNew York Life sold 338,958 Netskope shares in the first quarter; the estimated transaction value was $4.21 million based on quarterly average prices.

油价震荡上行，因迹象显示美伊达成和平协议的难度可能比预期更大。 鉴于伊朗对霍尔木兹海峡仍然保持较强控制力，布伦特原油徘徊于102美元附近，西德克萨斯中质油（WTI）期货报约每桶96美元。 报道称，美国将寻求重启此前因盟友反应冷淡而暂停的海峡护航行动。 截至纽约时间下午1：38，7月交割的布伦特原油期货结算价上涨0.43%至101.71美元； 6月交割的WTI期货上涨1.3%至96.35美元。 责任编辑：丁文武

The Ultimate Picture Palace opened in 1911 and is housed in a Grade II-listed building which is in need of renovation The survival of one of the UK’s oldest independent cinemas is under threat while its landlord, Oxford University’s Oriel College, refuses to extend its lease to allow vital renovations. The Ultimate Picture Palace in east Oxford opened in 1911, and has entertained generations of students and residents, including the Oscar-winning director Sam Mendes. It sells tickets for its 106 seats through an old-fashioned box office window to patrons queueing on the street, and its screen is behind a manually-opened curtain. Continue reading...