As the Premier League title race nears its conclusion, Arsenal manager Mikel Arteta tells his players and the Gunners fans to "stay present and live the moment".

At Holdings Channel, we have reviewed the latest batch of the 64 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Microsoft Corporation (Symbol: MSFT) was held by 45 of these funds. When hedge fund managers appear to be thinking alike, we find it is

Shares of Innodata (NASDAQ: INOD) soared 101.3% higher on Friday morning, peaking near 11 a.m. ET. The data engineering expert backed down a bit from that extreme level, but was still up by 86% as of this writing at 2:20 p.m. ET. Innodata shareholders can thank a fantastic earnings report for this massive jump. Let's start with the numbers. First-quarter sales rose 54% year over year to $90.1 million. Earnings nearly doubled over the same period, jumping from $0.22 to $0.42 per diluted share. The Street consensus had called for earnings near $0.23 per share on revenue in the neighborhood of $72.1 million. Look up "blowout" in the dictionary, and you might just see Innodata's report instead of a standard definition. Continue reading

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks are rallying to another new record high on Friday, capping off a week in which the S & P 500 gained more than 2%. Once again, AI-related technology stocks are dominating the conversation. In a session when the Dow Jones Industrial Average was lower, tech surged more than 2.2% thanks to another round of big gains in semiconductors, especially those tied to memory chips. Intel was one of the biggest gainers after The Wall Street Journal reported it had reached a preliminary deal with Apple to make chips for some of its devices. The move would diversify Apple's supply chain and help alleviate future advanced-node constraints as production of AI data center chips grows at major semiconductor fabs, such as Taiwan Semiconductor . On Apple's earnings call last week, outgoing CEO Tim Cook explained that its primary supply constraint right now was the availability of the advanced nodes on which its SOCs (system-on-chip) are produced, not memory, as many believed. Separately, Bloomberg reported that Broadcom held talks with private credit lender s, including Apollo Global Management and Blackstone , over a roughly $35 billion financing deal. The story said the financing would help Broadcom fund the development of its AI chips. It's a bit unusual for a company like Broadcom to seek a private credit deal. It has a strong financial profile: a free cash flow machine with low leverage. It could tap the bond market if it needs cash to fund its fast-growing chip business. It's unclear why Broadcom would need to talk to private credit, but we know CEO Hock Tan as a tough negotiator, and maybe he's shopping around to get the most attractive terms. We're also seeing the best-of-breed cybersecurity stocks continue to — and rightfully — break free from the AI-replacing-enterprise-software thesis. Palo Alto Netwo...

格隆汇5月9日｜谷歌(GOOG.O)旗下的Isomorphic Labs将筹集超过20亿美元的新资金。

Senior Labour MPs urge prime minister to step down within year as party suffers loss of hundreds of English council seats and humbling in Wales Election 2026 live: latest news updates Full results from England, Scotland and Wales Keir Starmer is under pressure to set out a timeline for his departure after a crushing defeat in elections across Britain prompted senior Labour MPs to call for him to step down within a year. In a disastrous set of results, Labour lost hundreds of council seats in England, many to Nigel Farage’s Reform UK, which made big gains across the Midlands and the north as well as taking seats from the Tories in the South. Nigel Farage said a “truly historic shift in British politics” had occurred after Reform UK won hundreds of seats and control of more councils in England. The gains included Essex where the Tory leader, Kemi Badenoch, has her constituency and which the Conservatives held for 25 years. Plaid Cymru became the largest party in Wales , beating Reform into second place, after Labour admitted it was on course to lose control of the Senedd for the first time since devolution. Morgan, the first woman to lead the Welsh government, became the highest-profile casualty and called on Labour to “go back to being the party of the working class”. The SNP leader, John Swinney, declared victory in the Holyrood elections – though was expected to fall short of an outright majority. The Scottish Labour leader, Anas Sarwar, conceded defeat saying his party had failed to counter “national dissatisfaction” with Starmer. The Greens gained their first two directly elected mayors – in Hackney and Lewisham – although they missed out on some more ambitious targets in London, as their leader, Zack Polanski, declared Britain’s two-party politics “dead and buried”. They also won three councils: Norwich, Hastings and Waltham Forest. The Tories were on course to lose hundreds of seats – both to Reform and the Liberal Democrats – across the south of England. Howev...

【有線新聞】世界乒乓團體錦標賽，中國男隊報回小組賽一敗之仇，橫掃南韓打入四強。 紫袖的中國首場就陷入苦戰，王楚欽面對19歲的吳晙誠，先贏兩局11比9及11比1。小組賽以場數1比3不敵南韓，當時王楚欽沒有上陣。這次就連失兩局8比11及7比11，被追平局數。 決勝的第5局，領先6比2，結果贏11比7，為中國先贏一場。林詩棟之前3次跟張禹珍交手只贏得1次，贏出這球後，握拳繞場跑；氣勢如虹，連贏11比3、13比11及11比8，大分領先2比0。 今屆3度落敗的梁靖崑打出「爭氣波」，守住第3關，同樣以局數3比0擊敗安宰賢，比數11比7、11比5及15比13。中國直落三場擊敗南韓。

AST SpaceMobile, a rival to SpaceX, has a huge online community that is helping drive the stock price higher. Bloomberg's Sana Pashankar reports. (Source: Bloomberg)

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格隆汇5月9日｜乌克兰总统泽连斯基发布法令，“允许”莫斯科胜利日游行进行，确保没有武器瞄准红场。

When tariff anxiety peaked in early April, the rotation out of high-growth technology stocks was swift and decisive. Capital poured into consumer staples, utilities, and short-duration bonds. For those of you who exited positions in Nebius Group (NASDAQ: NBIS) during that period, May has been a difficult month to watch. The stock is becoming somewhat of a darling and has risen more than 35% since May began, closing at $195.09 on May 6 -- up 10% on the day alone. The artificial intelligence (AI) infrastructure build-out did not pause for the macro debate. Image source: Getty Images. Nebius is an AI-native cloud company, not a cloud provider that added AI features, but a company built from the ground up to run GPU clusters for machine learning workloads. That distinction sounds super niche, but it matters more than it sounds. Legacy cloud providers like Amazon Web Services and Microsoft Azure carry decades of infrastructure designed for general-purpose compute. Nebius built its stack entirely for AI training and inference, which means denser GPU configurations, lower node-to-node latency, and a software layer engineered for the way large language models consume compute. Continue reading

理想汽車期貨2607期貨價格、走勢、圖表 Moomoo

理想汽車期貨2607期貨價格、走勢、圖表 Moomoo

格隆汇5月9日｜乌克兰总统泽连斯基发布法令，允许莫斯科胜利日游行进行，确保没有武器瞄准红场。

Key PointsFidelity MSCI Information Technology Index ETF offers a slightly lower expense ratio of 0.08% compared to the 0.09% charged by the Vanguard fund.

Keir Starmer’s party lost out to Reform and the Greens, with no respite in Scotland, Wales or England. These maps show the scale of the historic results Election 2026 live: latest news updates Full results from England, Scotland and Wales Labour has suffered heavy losses across England, Scotland and Wales, losing ground to opponents on the left and the right in a fragmented political system. The graphics below show where Labour’s losses were most severe, and how the electoral landscape has changed as a result. Continue reading...

Intel Has Reportedly Signed A Preliminary Deal To Produce Chips For Apple Engadget

Earnings Call Insights: PennantPark Investment Corporation (PNNT) Q2 2026 Management View "For the quarter ended March 31, core NII was $0.14 per share," said (Founder, Chairman, Managing Partner & CEO Arthur Penn), adding, "As of March 31, our portfolio totaled $1.2 billion" and "we continued to originate attractive investment opportunities and invested a total of $108 million." Penn highlighted underwriting and credit posture, stating, "Our portfolio remains conservatively positioned with median leverage of 4.7x, median interest coverage of 2x and median loan-to-value of 45%," and "We ended the quarter with four nonaccrual investments, representing 2.7% of the portfolio at cost and 1.3% at market value." On the PSLF joint venture, Penn said, "Our PSLF joint venture portfolio continues to be a significant contributor to our core NII," and noted, "At March 31, the JV portfolio totaled $1.3 billion" and "the JV has the capacity to increase its portfolio to $1.5 billion." On equity monetization, Penn said, "Notably, we expect a meaningful realization from our equity co-investment in Aechelon this quarter," and added, "Upon closing, we expect our $1.1 million equity co-investment to generate approximately $16 million in total proceeds" consisting of "$14 million of cash and $2 million of value in Shield AI stock." On software exposure, Penn said, "Our exposure remains limited at approximately 4.6% of the portfolio" and described the positions as "primarily cash pay, covenant-protected loans" concentrated in "mission-critical enterprise software serving regulated industries such as defense, health care and financial institutions." In lieu of CFO remarks, (Senior Partner & Director Jose Briones) delivered the financial review, stating, "For the quarter ended March 31, both GAAP net investment income and core net investment income were $0.14 per share," and "As of March 31, our NAV was $6.73 per share, which is down 3.9% from $7 per share in the prior quarter." Outlook Pe...

Earnings Call Insights: CareTrust REIT (CTRE) Q1 2026 Management View CEO David Sedgwick framed Q1 as momentum-driven external growth, saying, “We closed approximately $245 million of investments in the first quarter,” and added that “since the start of April, we have closed a dozen separate transactions for approximately $865 million,” including “our second SHOP investment.” Sedgwick linked portfolio quality and tenant health to rent reliability, stating, “Our overall EBITDA rent coverage in our stabilized triple net portfolio remains very strong at 2.25x and EBITDARM coverage at 2.79x with broad-based improvements throughout the portfolio,” and “We collected 100% of contractual rent and interest in the first quarter.” Sedgwick highlighted shareholder and balance sheet milestones, saying results included “year-over-year FFO per share growth of 14%, a 16.4% increase to the dividend, an upgrade to investment grade by Moody’s and a raise to our FFO per share guidance for the year.” CFO Derek Bunker emphasized earnings growth and liquidity, saying, “Normalized FFO increased 38% over the prior year quarter to $107.4 million and normalized FAD increased 33% to $107.6 million,” and added, “We continue to have no scheduled debt maturities prior to 2028.” Outlook CFO Derek Bunker updated full-year targets: “We raised our 2026 full year guidance, projecting full year normalized FFO per share of $2 to $2.04 and normalized FAD per share of $1.98 to $2.02.” Bunker described the key framework behind the raised outlook, noting the updated guidance “includes the following key assumptions,” including “no new investments, loans or dispositions beyond those made year-to-date,” “no new debt or equity issuances beyond those made year-to-date,” “2.5% inflation-based rent escalators,” “$145 million of loans to be fully repaid throughout the remainder of the year,” and “no material change in the sterling to dollar spot exchange rate.” Compared with the prior quarter, the company’s guidanc...

Investing.com -- Wall Street has risen to new record highs on Friday, bouncing back from losses in the prior session, boosted by a jump in chip stocks and a stronger-than-expected April U.S. jobs report.

格隆汇5月9日｜美联储古尔斯比：美联储资产负债表可以缩小，但是否必须缩小尚不明确。

SanDisk Did In Months What Nvidia Took 9 Years To Pull Off — And The Chart Looks Almost Unreal Benzinga

Earnings Call Insights: Codexis (CDXS) Q1 2026 Management view Dr. Alison Moore said the company “accomplished a lot” since the prior call and plans to present “important new data on our ECO Synthesis technology” at the TIDES Conference, positioning ECO Synthesis as an enzymatic manufacturing platform for siRNA as pipelines broaden and scale constraints emerge. Dr. Moore highlighted a new ECO Synthesis capability: “the ability to generate siRNA with specific stereochemical control,” adding that Codexis’ enzymes can deliver “specific stereoisomer configurations,” which she said “have the potential to deliver improved potency,” while the company continues to study biological impact. Dr. Moore reiterated the role of the legacy business in funding ECO Synthesis investment, saying the small molecule biocatalysis business “remains an important part of Codexis,” and noting the portfolio “continues to grow with the recent approval of islatravir” in an HIV combination, with Codexis “supplying enzymes for this commercial product.” Britton Jimenez (Senior Vice President of Sales & Marketing) said Codexis has “over 50 opportunities in our sales pipeline with 40 individual companies demonstrating strong continued interest,” and added that “valuation work with our CDMO partners is progressing and long-term commercial discussions are also moving forward.” Georgia Erbez (CFO & Chief Business Officer) reported: “Total revenues were $15.2 million for the first quarter of 2026,” and said the increase was “primarily due to revenue from the Merck technology transfer agreement executed in the fourth quarter of 2025, which has now been fully recognized.” Outlook Georgia Erbez (CFO & Chief Business Officer) reiterated: “We reiterate our revenue guidance and expect 2026 revenue in the range of $72 million to $76 million,” and added, “we expect 2026 revenue to be more heavily weighted towards the second half of 2026 versus the first half.” Dr. Moore framed 2026 commercialization milestones a...