AI Capex Squeeze: MSFT, AMZN, GOOGL Cash Burn Mounts NAI500

denisik11/iStock via Getty Images IREN Limited’s ( IREN ) quarter created a strange setup. The financials were objectively poor, with revenue underperforming consensus by nearly 34% and the bottom line worsening considerably as Bitcoin ( BTC-USD ) mining revenues kept on declining amid the ASIC decommissioning phase. In other cases, this should push the stock down. However, the stock rallied following IREN's $3.4 billion AI Cloud contract and overall 5GW partnership with Nvidia ( NVDA ). The market is no longer valuing IREN as a Bitcoin miner with AI optionality. It is gradually starting to value IREN as an AI hyperscale computing platform of the future, where demand commitment, GPU installations, and time-to-compute are valued much higher than any revenue noise. Why the Nvidia Deal Will Change the Conversation What stands out the most in this quarter is the deal signed between Nvidia and IREN, which allows us to look at the company in a completely different light. First, Nvidia signed a $3.4 billion five-year deal for AI cloud services from IREN. More importantly, Nvidia is also providing the capital equipment needed, including GPUs, allowing it to also become a partner and a customer for IREN. Q2 Earnings Presentation At the same time, Nvidia was also granted the option to invest up to $2.1 billion at $70 per share . While I consider these conditions to be very valuable, and I will explain below how the Nvidia deal changes the dynamics behind the company's value proposition, I am not counting the money coming from it just yet until actual investments are made. What is important, however, is that all operational capacities of IREN are currently booked, $3.1 billion in ARR are already under contract, and the company plans to exit the calendar year 2026 with $3.7 billion in ARR. Again, I am not saying that this figure is the most accurate or realistic since the revenue is much lower due to the nature of the business. What I am saying is that the direction seems clear...

Indonesian authorities halt search for three hikers missing as Mount Dukono eruption continues Reuters

Earnings Call Insights: ANI Pharmaceuticals (ANIP) Q1 2026 Management view CEO Nikhil Lalwani said ANI “grew total net revenues 20% year-over-year” and “grew adjusted EBITDA 24% year-over-year,” adding that the quarter included “contributions from an innovative intellectual property out-licensing agreement that will provide us with royalty revenues for years going forward.” He said results “enabled us to raise our 2026 financial guidance for total revenue to the range of $1.08 billion to $1.14 billion, and adjusted EBITDA to the range of $285 million to $300 million.” On Rare Disease execution, CEO Lalwani reported “$75.1 million in Cortrophin Gel net revenues for the first quarter, up 42% year-over-year,” and said April “had the highest number of new patient starts and monthly volumes dispensed since launch.” He tied second-half expectations to the acute gout expansion, noting the company “recently hired and onboarded the majority of our new dedicated commercial team,” with the “full organizational expansion completed and operational by the end of June.” CFO Stephen Carey said, “ANI total net revenues were $237.5 million in the first quarter, up 20% over the prior year period,” and highlighted liquidity and leverage, including “$311.2 million in unrestricted cash” and “gross leverage was 2.6x, and our net leverage was 1.3x.” Outlook CFO Carey raised full-year guidance, stating, “We now expect 2026 net revenue of $1.08 billion to $1.14 billion,” “non-GAAP adjusted EBITDA of $285 million to $300 million,” and “adjusted non-GAAP earnings per share between $9.19 and $9.69.” On franchise-level guidance, CFO Carey said ANI is “reaffirming our guidance for Cortrophin Gel net revenue of $540 million to $575 million” and “reaffirming our ILUVIEN net revenue guidance of $78 million to $83 million,” while also “adjusting upward gross margin expectations” to “59.9% to 60.9% in 2026.” Management framed quarterly cadence as back-half weighted: CFO Carey said second-quarter Cortr...

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专题：聚焦美股2026年第一季度财报 核心要点 网络安全与云计算厂商阿卡迈（Akamai）开盘后股价直线飙升。 公司周四宣布与一家 顶尖前沿大模型厂商 达成价值 18 亿美元合作协议。 阿卡迈正大力布局 AI 基础设施核心供应商定位，云业务迎来高速增长。 2025 年 7 月 7 日，巴伐利亚州慕尼黑附近加兴：阿卡迈科技德国总部大楼外立面可见公司标识与字样。 这家美股上市互联网服务商总部位于美国，业务覆盖云计算、边缘计算、网络安全及内容分发网络。 阿卡迈股价周五大涨近 20%，主要受两大利好提振：官宣与一家 AI 企业达成 18 亿美元合作 ，同时公布一季度业绩符合市场预期。 该股近 12 个月累计涨幅已达 65%。 阿卡迈首席执行官汤姆・莱顿在周四新闻稿中表示，一家 全球顶尖前沿 AI 大模型服务商 已承诺未来七年，向阿卡迈采购价值 18 亿美元的云基础设施服务，但并未披露合作方名称。 这家美国网络安全及云计算巨头周四公布，一季度营收同比增长 6%，突破 10 亿美元 。 分项业务表现： 云基础设施服务收入大涨 40%，至 9500 万美元； 安全业务收入增长 11%，至 5.9 亿美元； 内容分发及其他云应用收入同比下滑 7%，至 3.89 亿美元。 阿卡迈给出二季度业绩指引： 营收区间 10.8 亿 —11 亿美元 ，调整后每股净利润 1.45—1.65 美元。 莱顿周五做客 CNBC《财经早间秀》节目时表示： “我们运营着全球布局最分散的平台，基础设施覆盖 130 个国家、700 座城市、4300 个节点。过去这套网络用于内容分发、防御网络攻击；如今我们将其赋能人工智能，让 AI 智能体与 AI 应用就近部署在用户身边，大幅提升数据响应速度与使用体验。” 推理云业务布局 阿卡迈首席技术官罗伯特・布卢莫菲上周向 CNBC 透露，公司正持续扩容云基础设施业务，承接激增的 AI 算力需求，力争与 OpenAI、Anthropic 等头部 AI 模型开发商同台卡位。 他介绍，公司业务有三大核心支柱： 内容分发、网络安全、云基础设施服务 。 “第三大支柱是近年新发力的云基础设施服务，虽然目前体量仍是三者中最小，但已是 增速最快 的业务板块。” 阿卡迈目前已运营 AI 推理云 ，可为 AI 应用提供算力、存储及配套运行工具，布局在多个贴近终端用户、网络连接优质的节点。公...

Earnings Call Insights: Nephros, Inc. (NEPH) Q1 2026 Management View "Q1 2026 was a milestone quarter for Nephros. We delivered $5.2 million in revenue, representing a new all-time high for the company and marking the first time we've crossed the $5 million threshold in a single quarter," said "President, CEO & Director Robert Banks." He added, "this growth was driven by strong programmatic performance, which increased approximately 23% year-over-year," while "we saw a decline in emergency response revenue compared to last year's first quarter." "Gross margin for the first quarter came in at 57% compared to 65% in the prior year," said "President, CEO & Director Robert Banks," attributing the change to "tariffs" that drove "over $200,000 in incremental costs," "currency pressure," and "product mix" as the company expands into "commercial applications" including "ice machines, drinking fountains, bottle fillers and other high-use water applications." Banks also said, "our tariff rate declined from 15% to 10% as of the end of February" and the company is "actively pursuing refund opportunities with respect to tariffs that we paid prior to February 2026 U.S. Supreme Court decision and implementing mitigation strategies to reduce exposure going forward." "We reported first quarter net revenue of $5.2 million compared to $4.9 million in the first quarter of 2025, an increase of 7%," said "Chief Financial Officer Judy Krandel." She added, "net income declined 75% for the quarter to approximately $140,000" and "adjusted EBITDA declined 69% to approximately $206,000," while "as of March 31, 2026, we had approximately $4 million in cash and remained debt-free." Outlook "Looking forward, we remain highly confident in the trajectory of the business," said "President, CEO & Director Robert Banks," citing "continued growth driven by expansion in key markets such as New York and Puerto Rico" and "increasing contribution from programmatic installations and replacements." Banks emp...

格隆汇5月9日｜格隆汇“美股CPU三雄”——英特尔(INTC.US)股价短线直线拉升，盘中大涨10%，创历史新高，市值突破6000亿美元。据华尔街日报，消息人士透露，苹果与英特尔达成协议，后者将为苹果设备生产芯片。

Earnings Call Insights: NewLake Capital Partners (NLCP) Q1 2026 Management View Gordon DuGan said, "With the recent rescheduling of medical cannabis we've reached a meaningful regulatory milestone," adding, "Moving cannabis to Schedule III is a historic moment and begins to address one of the industry's most significant structural headwinds, namely the burden of 280E taxation." He also emphasized balance sheet positioning: "we are the only REIT I know of that has no debt." President, CEO & Director Anthony Coniglio said, "Our Q1 results were in line with our expectations. All contractual rent was received during the quarter," and tied dividend coverage to cash generation: "our AFFO payout ratio was 90%, providing ample coverage for our $0.43 first quarter dividend." Coniglio also framed Schedule III as tenant-credit support: "Rescheduling eliminates the application of 280E for compliant operators, which will improve tenant cash flow, enhance credit profiles and support broader access to capital across the sector." CFO, Treasurer & Secretary Lisa Meyer said, "For the first quarter of 2026, total revenue was $12.3 million compared to $13.2 million in the prior year period," and added, "Adjusted funds from operations totaled $10.1 million or $0.48 per share." Meyer attributed the decline to vacancy drag: "The year-over-year decrease in revenue and AFFO was primarily driven by 3 cultivation facilities available for lease in Pennsylvania, Nevada and Massachusetts." Outlook Anthony Coniglio linked potential exchange access to medical exposure, saying, "We estimate that today, approximately 50% to 55% of our annualized base rent is derived from medical cannabis activities, which are now considered federally legal activities," and added, "we view the rescheduling of medical cannabis as an important step in the continued normalization of our business and our ability over time to be able to access a major U.S. exchange." He also said, "we anticipate the broader rescheduling e...

Southampton are under investigation for allegedly spying on Championship play-off rivals Middlesbrough. It was not as difficult as one might think.

Earnings Call Insights: Toast (TOST) Q1 2026 Management View "2026 is off to a strong start. In Q1, we grew recurring gross profit streams 27% and expanded GAAP operating income margins to 21%. We added 7,000 net locations" (CEO Aman Narang). "Toast IQ is the foundation for our evolution from a software platform to an agent platform that can drive outcomes for our customers" (CEO Narang). "With the recent launch of Toast IQ Grow, which includes our first AI agent" (CEO Narang). "Toast Local now enables guests to discover and book a table at over 20,000 restaurants through Resy and Toast Tables" (CEO Narang). "We launched Toast for Drive-Thru, opening up 140,000 locations" (CEO Narang). "Q1 results exceeded our expectations" (President & CFO Elena Gomez). "In the first quarter, ARR was up 26%" (President & CFO Gomez). "Adjusted EBITDA was $179 million" (President & CFO Gomez). "Free cash flow was $115 million" (President & CFO Gomez). "Year-to-date, we've repurchased 14 million shares for nearly $400 million" (President & CFO Gomez). Outlook "For the second quarter, we expect total subscription and fintech gross profit to grow 22% to 24% year-over-year and adjusted EBITDA to be $185 million to $195 million" (President & CFO Gomez). "We increased our full year 2026 guidance, reflecting our strong start to the year. We now expect recurring gross profit to grow 21% to 23% and adjusted EBITDA to be $790 million to $810 million" (President & CFO Gomez). "Our bias remains to reinvest top line outperformance across our growth initiatives and into internal AI tools to transform how we operate" (President & CFO Gomez). Financial Results "GPV was $51 billion, up 22% year-over-year with GPV per location down 1% versus last year" (President & CFO Gomez). "SaaS gross margin exceeded 80% for the first time, expanding nearly 300 basis points from a year ago, to 81%" (President & CFO Gomez). "Non-payment fintech solutions led by Toast Capital contributed $51 million in gross profit"...

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Memory stocks continue to surge. What’s driving Micron and Sandisk higher? MSN

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Simon Property ( SPG ) is set to announce first-quarter earnings on Monday, and investors will watch for the company’s leasing momentum, new and renewal spreads, and constructive commentary from management on demand for retail space. Wall Street expects the shopping mall REIT to post FFO per share of $3.02 on revenue of $1.51B for the quarter. The company entered a new era as Eli Simon, former CEO David Simon's son, was named CEO and president, following David Simon’s passing in March at the age of 64 after battling cancer. David Simon joined Simon's ( SPG ) predecessor, Melvin Simon & Associates, as chief financial officer in 1990. Since then, Simon Property Group ( SPG ) has delivered a cumulative total shareholder return of more than 4,500%, the company said. “SPG's location-based advantages and conservative financial profile are expected to sustain outperformance despite the leadership change,” said Seeking Alpha analyst Long Player, rating it a Strong Buy. The analyst highlighted that future growth may slow due to the company’s size, but SPG should continue to outperform the industry for several years. Additionally, stock price appreciation and dividend growth are projected to average around 10% annually. The company’s shares have gained nearly 9.7%, outperforming the benchmark S&P500, which gained 7.2% over the same period. On average, Seeking Alpha analysts and Wall Street analysts are bullish, rating it a Buy. However, Seeking Alpha's Quant Rating is cautious, rating a Hold. The company’s CFO Brian McDade, during the Q4 earnings call, stated that the company expects real estate FFO of $13 to $13.25 per share, with a midpoint of $13.13. McDade added that the development and redevelopment pipeline now exceeds $4B. Seeking Alpha analyst IWA Research rated the stock a Buy, supported by strong fundamentals, resilient financials, and a well-covered, recovering dividend. The analyst highlighted that SPG projects 2026 Real Estate FFO per share of $13–$13.25, with a ...

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格隆汇5月9日｜据华尔街日报，消息人士透露，苹果(AAPL.US)与英特尔(INTC.US)达成协议，后者将为苹果设备生产芯片。

OnlyFans Lures Outside Capital As Architect Capital And Billionaire Tag Team Deal Nearly seven weeks after OnlyFans owner and billionaire Leonid Radvinsky died , and after months of reports that the sex-worker streaming platform was exploring a stake sale, the Financial Times reported Friday morning that San Francisco-based Architect Capital is preparing to buy a minority stake in the company. Australian billionaire James Packer, best known as the former head of the Packer family's media and casino empire, is expected to be among a group of investors lined up to support Architect Capital's deal to acquire a 15% stake in OnlyFans at a $3.1 billion valuation, according to FT's sources. The deal would leave control of OnlyFans with the family trust headed by Katie Chudnovsky , widow of late owner Leonid, who acquired OnlyFans in 2018 via Fenix International. Leonid died in March at 43. He was apparently battling cancer for several years. Top OnlyFans creator pornstar Sophie Rain mourned the death of Leonid, saying back in March how he " built something that changed my entire life. Like, I grew up on food stamps and now I can take care of my whole family because of a platform he created. I will never forget that." Radvinsky studied economics at Northwestern University and by 2018 had bought a majority stake in OnlyFans and helped transform the video content platform into an adult-content subscription business powerhouse that reshaped how sex workers monetize their bodies. OnlyFans was founded in 2016 and exploded in popularity during the Covid pandemic. Some of the latest data from 2024 showed the website had 4.6 million creators, 377 million fans, and $1.4 billion in revenue. As we've previously noted, Americans spent an estimated $2.6 billion on OnlyFans subscriptions in 2025. OnlyFans is bringing in outside capital without giving up control while leaving Radvinsky's wife in charge. This may suggest the family trust is cashing out some value while simultaneously creat...

Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Jobs jump, Hormuz tensions rise, and CoreWeave exposes the pressure behind the AI boom. Rick Rieder says stocks aren’t in a bubble, Joanne Hsu explains why consumers are still gloomy, Kevin Hassett rejects Treasury default talk, and top CEOs break down AI, giving, cyber, recycling, and the market rally. (Source: Bloomberg)

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据华尔街日报，苹果与英特尔达成初步的芯片制造协议。 英特尔涨幅扩大至18.9%，盘中市值突破6500亿美元。

Due to a rising demand for electricity, Three Mile Island, the site of the most famous US nuclear accident, is coming back online, as soon as mid-2027, to power chatbots and other artificial intelligence applications. Bloomberg's Will Wade reports. (Source: Bloomberg)

Julia Hermann, Global Market Strategist at New York Life Investment Management, says market leadership is still firmly sitting with tech and Fed rate cuts are still on the table for 2026. She speaks to Bloomberg's Dani Burger on "Open Interest." (Source: Bloomberg)

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Shares of SoundHound AI (NASDAQ: SOUN) fell as much as 13.3% on Friday morning, following the company's Q1 2026 earnings report. The stock recovered slightly to an 11.5% drop as of 12:15 p.m. ET, erasing most of the gains from the big jump on May 1 . Image source: The Motley Fool. Fellow voice-focused AI expert Twilio (NYSE: TWLO) posted a fantastic earnings report at the start of the month, driving SoundHound AI's stock 17% higher as the target market looked red-hot ahead of this financial report . Continue reading

Bang a gong, Amazon (NASDAQ: AMZN) . Shares of the leading online retailer -- recently crowned the largest U.S.-listed company by trailing revenue -- are rolling again. The stock hit another all-time this week, more than bouncing back from a short-lived sell-off earlier this year. With the shares up a market-thumping 44% this year, you may be wondering if it's too late. If you're looking to put $50,000 to work in your portfolio, would you be better served finding a smaller company or one that is currently out of favor as a turnaround play? You may not want to make the same mistake that others did by skirting Amazon stock the last few times it notched all-time highs. Let's dive into why the iconic growth stock could still deliver generational wealth for new investors. Image source: Getty Images. Continue reading

Apple, Intel Have Reached Preliminary Chip-Making Agreement WSJ

Qualcomm (QCOM) Stock Pops 6% — Here’s Why One Analyst Just Turned Bullish MEXC Exchange

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