MSFT stock drops after British hedge fund slashes $8B stake, almost ends decade-long holding MSN

格隆汇5月9日｜省卫生部门表示，邮轮上的汉坦病毒患者不可能是在火地岛感染的。

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博通短线拉升，日内涨幅扩大至5%，报433.31美元/股。消息面上，阿波罗与黑石集团考虑为博通融资350亿美元。

Party has success in Labour and Tory heartland areas but one pollster says results suggest Reform may have peaked Elections 2026 – live updates Full results from England, Scotland and Wales Nigel Farage hailed sweeping election wins for Reform UK as a “historic shift in British politics” on a day when the populist party made gains at the expense of Labour and the Conservatives. Reform made advances in heartland areas of both parties, clocking up substantial early results in the English local elections by taking control of Essex county council, Havering, its first London local authority, and Sunderland city council. Continue reading...

格隆汇5月9日｜市场消息：阿波罗、黑石正考虑为博通(AVGO.O)提供350亿美元融资。

阿波罗全球管理公司（Apollo Global Management Inc.）和黑石集团正与博通就一笔约350亿美元的融资进行谈判，旨在为人工智能（AI）芯片的研发提供资金。这笔融资将成为有史以来规模最大的私人信用交易之一，将帮助博通资助其AI建设，包括为谷歌开发和供应定制张量处理单元（TPU）的长期协议。如果融资交易达成，将巩固私人信用行业作为AI庞大基础设施需求核心引擎的地位；博通预计其AI芯片销售额明年将超过1000亿美元。（财联社）

格隆汇5月9日｜戴尔(DELL.N)持续走高，涨幅一度扩大至近14%，股价刷新历史新高至262.97美元。此前特朗普在白宫玫瑰园发表讲话时劝观众去买戴尔电脑，说“它们很棒”。

Earnings Call Insights: Senseonics (SENS) Q1 2026 Management view "2026 is off to a very strong start for Senseonics commercially and strategically" (President, CEO & Director Tim Goodnow), who said the company delivered "$11.7 million in revenue and 58% gross margin" and "are raising our full year 2026 global net revenue guidance to $60 million to $64 million from $58 million to $62 million." "We successfully completed the integration of the U.S. commercial organization" and "continued progress towards completing the European commercial integration" (President, CEO & Director Goodnow), while also saying the company "launched our first AID partnership, advanced our Gemini and Freedom development programs and added over $100 million in growth capital to our balance sheet." "DTC sourced new patient shipments grew nearly 100% compared to the first quarter of 2025, with DTC accounting for roughly 60% of all new patient shipments in the quarter" (President, CEO & Director Goodnow), and he added that "Eon Care now performs more than 1/3 of all Eversense insertion procedures" and is "well on its way towards our goal of 100 nurses by the end of the year." "Our first quarter results support that thesis" (President, CEO & Director Goodnow), referring to the shift to an in-house commercial model and stating, "we don't -- we haven't seen and don't anticipate any lag" from the U.S. transition away from Ascensia. "Net revenue grew 85% year-over-year to $11.7 million" (CFO, Secretary & Treasurer Frederick Sullivan), who attributed the quarter to "continued momentum of Eversense 365 new patient additions" and "more of our business transitioning into the more profitable bundled pay reimbursement channel." Outlook "We're raising our full year 2026 global net revenue guidance to $60 million to $64 million compared to $58 million to $62 million previously" (CFO, Secretary & Treasurer Sullivan). "We expect to see approximately 40% of the sales in the first half of the calendar year and ...

Image source: The Motley Fool. Thursday, May 7, 2026 at 5:00 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Key PointsInvestors need to decide if Nebius stock has run too far, too fast.

Sundry Photography Shares of BlackBerry ( BB ) rose 4.67 % to $6.39 on Friday, adding to an eighth session rally. The stock has surged around 13.4% between April 29 and May 7, compared to a 2.82% rise in the S&P 500 during the same period. Shares have gained on renewed optimism around BlackBerry’s QNX software business, which is embedded in millions of vehicles and supports key automotive systems such as ADAS and digital cockpits. Sentiment was further lifted after a report highlighted management’s focus on the high-value software segment, alongside the renewal of its Normal Course Issuer Bid share buyback program, reinforcing confidence and supporting continued buying interest. According to Seeking Alpha’s Quant Rating system, BB is rated a Strong Buy , with a score of 4.72 out of 5, receiving an A for growth but a D+ in terms of valuation. A recent Seeking Alpha analysis said BlackBerry’s turnaround is accelerating, upgrading the stock to Buy on improving operational performance driven by record Q4 earnings, strong IoT growth, and strategic partnerships such as Nvidia ( NVDA ), adding that “BlackBerry has successfully transitioned from a period of operational cleanup to one of strategic expansion.” The report highlighted continued momentum in QNX adoption, Secure Comms stabilization, and a strengthening balance sheet supported by a potential debt conversion trigger and growing cash position. It further noted upside from patent monetization and equity holdings, pointing out that “IoT revenue surged 20% year-over-year in the most recent quarter,” reinforcing the view that core software and connected systems are now the primary growth engines. While on Wall Street , one out of eight analysts rate the stock a buy or higher, six recommend a hold, and one of them suggests a sell or lower. Shares have gained around 77% in the past month and have surged approximately 70% year-to-date. More on BlackBerry Limited BlackBerry: The Turnaround Is Here (Rating Upgrade) BlackBerr...

AMD and Intel reach record highs on AI demand Let's Data Science

Apollo Global Management Inc. and Blackstone Inc. are among private credit lenders involved in talks with chipmaker Broadcom Inc. over a roughly $35 billion financing, the latest indication that companies are mobilizing all sources of capital to fund the AI build-out. The financing, which would be one of the largest ever private credit deals, will help Broadcom fund the development of chips for AI tasks, according to people familiar with the matter who asked not to be identified discussing private information. Negotiations with the investment firms are ongoing and terms could change, according to the people. Representatives for Blackstone, Apollo and Broadcom declined to comment. In a regulatory filing in April, Broadcom said it signed a long-term agreement to develop and supply custom tensor processing units, or TPUs, for Google, along with a separate accord to provide networking and other components to be used in Google’s next-generation AI racks through 2031. At that time, Broadcom also announced an expanded collaboration with Google and Anthropic , intended to provide Anthropic with access to a further 3.5 gigawatts of next-generation TPU-based AI compute capacity through Broadcom starting in 2027, subject to Anthropic’s continued commercial success. The companies are in discussions with financial partners to support the deployment, Broadcom said then. If the financing deal goes ahead, it would cement the private credit industry’s role as a key engine for AI’s vast infrastructure requirements. Last year, Meta Platforms Inc. sealed an almost $30 billion financing package with Blue Owl Capital Inc. and Pacific Investment Management Co. for its data center site in rural Louisiana. As an investment-grade firm, Broadcom is a less conventional borrower for private credit, an industry that’s known to lend to lower-rated companies. But increasingly, leading private capital firms are targeting blue-chip corporations. Apollo has signed several multi-billion dollar deals w...

Apollo, Blackstone Weigh $35 Billion Financing for Broadcom Bloomberg.com

西班牙卫生部8日表示，一名曾与“洪迪厄斯”号邮轮后续病亡乘客搭乘同一航班的人员，因出现与感染汉坦病毒相符症状，在该国东南部阿利坎特市送医治疗。西班牙卫生国务秘书（相当于卫生部副部长）哈维尔·帕迪利亚说，在阿利坎特发现的疑似病例是一名女子，曾与在“洪迪厄斯”号邮轮上发病后在南非约翰内斯堡去世的患者乘坐同一航班。（新华社）

Earnings Call Insights: Arbor Realty Trust (ABR) Q1 2026 Management view "As you're all aware, our stock has been subject to attacks by short sellers in recent years" and "we believe that any pending investigations that were initiated in the wake of the short reports have now been closed without any action against us" (Chairman, President & CEO Ivan Kaufman). "Our motion to dismiss the class action lawsuit against us was granted and the claims dismissed without prejudice" and "we are happy to put this chapter behind us" (Chairman, President & CEO Ivan Kaufman). "We ended the first quarter with approximately $500 million in delinquencies and around $500 million of REO assets for total nonperforming assets of roughly $1 billion" and "these numbers are down approximately $100 million from the last quarter or a 9% reduction" (Chairman, President & CEO Ivan Kaufman). "Given the geopolitical landscape, the 5- and 10-year have actually increased roughly 50 basis points in the first quarter" and "which is certainly pushing our timetable out a little bit" (Chairman, President & CEO Ivan Kaufman). "As a result, the Board has decided to reset our quarterly dividend to $0.17 a share" and "we believe this is the dividend we will be able to cover from earnings for the rest of the year" (Chairman, President & CEO Ivan Kaufman). "In the first quarter, we produced distributable earnings of $37.4 million or $0.18 per share, excluding onetime realized losses of $23 million" (Executive VP & CFO Paul Elenio). Outlook "Our best estimate is a range of approximately $15 million to $25 million of realized losses a quarter for the balance of the year" (Executive VP & CFO Elenio). "The second and third quarters of this year are likely to be our low watermark and hover around $0.17 a share" and "we do expect this number to grow in the fourth quarter with further upside potential in 2027" (Executive VP & CFO Elenio). "We're estimating the second quarter will actually come in around $0.15 a shar...

Earnings Call Insights: Strattec Security Corporation (STRT) Q3 fiscal 2026 Management view "We delivered another solid quarter and continued to make progress on our transformation despite a challenging automotive environment," said (CEO, President & Director Jennifer Slater), highlighting "$1.9 million in savings" from prior restructuring, "$11.4 million of operating cash flow," and "$107 million of cash on hand." Slater tied profitability progress to execution, saying, "Despite lower revenue and ongoing foreign exchange headwinds, gross margin expanded to 16.5%, supported by restructuring savings, recoveries tied to canceled customer programs and continued operational focus." Slater disclosed incremental cost actions, saying, "we made additional changes within our Mexico operations that are expected to provide $800,000 in incremental annualized savings beginning in the fourth quarter," while framing growth priorities around deeper OEM engagement and customer diversification: "we are starting to develop relationships with a more diverse set of customers that have U.S. production sites and looking to source locally." (Senior VP, CFO, Secretary & Treasurer Mathew Pauli) attributed the sales decline to platform and program dynamics: "sales in the quarter were down 4.5% as lower volume and EV program cancellations were only partially offset by pricing benefits and tariff recoveries," adding, "The annual impact of the customer cancellations on reduced EV platforms is about $9 million." Pauli described margin drivers and headwinds, stating, "gross margin improved by 50 basis points year-over-year to 16.5%," and noted it was helped by "restructuring savings of approximately $1.7 million" and "recoveries related to canceled customer programs," but "partially offset" by "incremental tariff costs" and "a meaningful foreign exchange headwind." Outlook Pauli guided, "We expect revenue in the fourth quarter will be down 3% to 4% year-over-year," citing "the impact of canceled E...

Apple and Intel reached a "preliminary agreement" for Intel to make chips for Apple hardware, The Wall Street Journal reported Friday . Apple had famously moved on from Intel-powered computers with its highly successful transition to Apple Silicon, but now it appears the two companies will be working closely together again. Intel appointed Lip-Bu Tan as its new CEO in March 2025 , and in August, the US government took a 10 percent stake in the company. The WSJ says that it's "still unclear" what Apple products will get Intel chips. Apple and Intel didn't immediately reply to a request for comment from The Verge . Bloomberg reported this we … Read the full story at The Verge.

彭博援引知情人士报道称，阿波罗全球管理公司（Apollo Global Management Inc.）和黑石集团正与博通就一笔约350亿美元的融资进行谈判，旨在为人工智能（AI）芯片的研发提供资金。这笔融资将成为有史以来规模最大的私人信用交易之一，将帮助博通资助其AI建设，包括为谷歌开发和供应定制张量处理单元（TPU）的长期协议。 如果融资交易达成，将巩固私人信用行业作为AI庞大基础设施需求核心引擎的地位；博通预计其AI芯片销售额明年将超过1000亿美元。 博通涨幅扩大至5%。

近日英特尔、AMD和Arm陆续发布财报，传递出一个信号：不仅数据中心正成为这些公司的关键业绩支撑，在Agent（智能体）浪潮下，市场对CPU芯片的需求也在倍增。过往市场认为只有GPU和ASIC这类加速芯片显著受益于AI时代的逻辑，已经在偏转。不止于此，需求紧俏行情下，CPU芯片也在持续涨价。一名行业资深从业者强调，“现在CPU面临的情况是，供应很紧张，即便已经涨价了你还可能拿不到货。CPU在整个生态中是无法被去掉的。”供不应求行情下，CPU芯片市场正迎来一轮高涨行情。（21财经）

Formidable and popular council leader who served the city of Newcastle for more than 50 years, committed to raising standards of living Jeremy Beecham, who has died aged 81, was an outstanding figure in local government as the Labour leader of Newcastle city council from 1977 to 1994. He built on the work of his immediate predecessors in restoring faith in the integrity of the council following the corruption of the T Dan Smith era, and guided it through the unfamiliar territory of collaboration with the new Tyne and Wear county council. Continue reading...

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Intel has preliminary deal to make chips for Apple, WSJ reports OregonLive.com

A report by Poland’s top intelligence agency accused Russia of sabotage and hacking activities against the country’s military and civilian infrastructure.

Ancient Settlement Older Than The Pyramids Discovered; Rewrites North American History Authored by Steve Watson via modernity.news , An ancient Indigenous settlement unearthed near Sturgeon Lake in Saskatchewan is challenging long-held views about early human presence in North America. Dating to around 11,000 years ago and predating Egypt’s Great Pyramid by more than 6,000 years , according to the official timeline, the site provides evidence of long-term habitation rather than temporary camps. Archaeologists working with Sturgeon Lake First Nation uncovered stone tools, fire pits, toolmaking materials, and remains of the extinct Bison antiquus. Charcoal layers point to controlled fire management, aligning with oral traditions. The findings suggest a sophisticated society with advanced hunting strategies, including buffalo jumps. Experts found a Native American settlement older than the pyramids… North America’s earliest inhabitants formed stable communities far earlier than previously believed. Archaeologists working near Sturgeon Lake in Saskatchewan have unearthed evidence of a sophisticated… pic.twitter.com/8kh38Cklrf — Shining Science (@ShiningScience) May 7, 2026 The site, known as Âsowanânihk (“a place to cross” in Cree), lies about five kilometres north of Prince Albert along the North Saskatchewan River. It was first spotted by avocational archaeologist Dave Rondeau through riverbank erosion exposing artifacts. Rondeau said: “ The moment I saw the layers of history peeking through the soil, I felt the weight of generations staring back at me . Now that the evidence has proven my first instincts, this site is shaking up everything we thought we knew and could change the narrative of early Indigenous civilizations in North America.” Dr. Glenn Stuart of the University of Saskatchewan added: “This discovery challenges the outdated idea that early Indigenous peoples were solely nomadic. The evidence of long-term settlement and land stewardship suggests a deep-ro...

Key PointsWorkiva's software platform helps organizations aggregate data and manage their compliance obligations.

It’s worth taking a closer look at the technical setups developing for both of these tech heavyweights’ stocks.

VitalHub press release ( VHIBF ): Q1 Net income of C$2.36M. Total Revenue up 47% YoY to C$31.9M. More on Vitalhub Vitalhub Corp. (VHI:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Vitalhub Corp. Financial information for Vitalhub Corp.