NVR ( NVR ) said on Friday that it will repurchase up to $750 million of the company’s outstanding common stock. The repurchase authorization does not have an expiration date. Source: Press Release More on NVR NVR, Inc.: Forward Indicators Have Improved, But P&L Hasn't (Rating Upgrade To Hold) NVR: Fundamental Resilience And Reasonable Valuation Warrant A Buy Amid Market Volatility NVR stock slides after Q1 earnings disappoint NVR GAAP EPS of $67.76 misses by $11.44, revenue of $1.88B misses by $140M Seeking Alpha’s Quant Rating on NVR

BlackRock Inc. is planning to launch two money-market funds built for investors who hold their cash in stablecoins, not bank accounts, a sign the world’s largest asset manager sees a durable customer base in the digital-dollar economy. The New York-based firm submitted paperwork to debut a digital class of shares tied to the roughly $6.1 billion BlackRock Select Treasury Based Liquidity Fund (BSTBL), which invests in cash, US Treasury bills, notes and other securities with maturities of 93 days or less. The tokenized securities will be available on the Ethereum blockchain, and operate alongside the current traditional share classes. The other vehicle , BlackRock Daily Reinvestment Stablecoin Reserve Vehicle (BRSRV), will be a newly created tokenized money-market fund aimed at a growing class of investors who manage their finances through crypto wallets and stablecoins, as opposed to traditional brokerages. The fund will be launching on multiple blockchains, according to the Friday filing with the US Securities and Exchange Commission . Tokenization involves turning conventional assets such as stocks, bonds or private loans into blockchain-based tokens that confer fractional ownership. It’s become one of the hottest trends as Wall Street continues to court crypto-native capital. Read more: Wall Street ETF Complex Muscles Into the Digital Dollar Market BlackRock’s filings come as passage of the Genius Act — legislation establishing a federal framework for dollar-linked stablecoins, or digital tokens pegged to the greenback — accelerates demand for blockchain-native reserve assets. As more stablecoins come to market, issuers are seeking reserve funds that are both Genius-compliant and tokenized to allow for round-the-clock trading and near-instant settlement. The market value of tokenized assets has surged about 410% since 2025 to roughly $31 billion, according to data provider rwa.xyz. While the sector remains small compared with the trillions of dollars held in mutua...

American families are expected to spend up to $38 billion on Mother's Day this year, according to the National Retail Federation (NRF), $3.2 billion of which will go toward buying flowers. UrbanStems CEO Meenakshi Lala discusses broader consumer spending trends, especially for these sentimental holidays, while Americans navigate the K-shaped economy.

2d illustrations and photos/iStock via Getty Images The fund I'm bringing you today does something that none among those analyzed has done. Yet it's something that in emerging markets in my opinion can bring value: it has made a selection. That's right, this ETF has a semi-quantitative selection strategy that has brought a 1.64x additional gain compared to the most profitable passive ETF on my list. The question is: will it be able to do it in the future too? Reasons to doubt, honestly there are many. Yet, personally I think yes. We're talking about Freedom 100 Emerging Markets ETF ( FRDM ), and you really need to hear this story. What is FRDM? FRDM is a passive solution, but driven by a quantitative selection mechanism. It keeps 20% for an overlap of the MSCI EM, and leaves over about 80% (79% to be precise) to an active , opportunistic I would define, selection strategy. A strategy it calls "freedom", precisely because it follows a benchmark called "life+ freedom index", proprietary. A strategy that precisely starts from selection, but that then continues with also the weighting methodology, also here "freedom", and annual rebalancing. It has a TER, above the average of passive ones, today equal to 0.49% , however covered by a dividend yield today equal to 2.01-2.11%, even though in the peaks of 2023 it also reached 5%. Moreover a yield equal to peak price. FRDM: 1Y Price Performance (Seeking Alpha) What Does This Strategy Consist Of? Trying to simplify: the first filter is applied on 24 emerging markets. Only stocks that weigh at least 0.15% of world market cap, following that other specific scores are applied. The interesting part are the exclusion metrics. First of all all those with >20% state ownership are eliminated, an element I appreciate a lot. We'll see that this will bring decided consequences in the expected return function. But let's immediately go see the construction. How is it Built? The fund today holds more than 130 stocks where the top 10 weighs...

ADT 1149 Dividend Sustainabilit (DVSUAX) 最新股票消息和頭條新聞 Yahoo 財經

IREN shares soar on a $3.4 billion AI cloud infrastructure deal with Nvidia. But does that warrant buying IREN stock at current levels? Let’s find out!

The Nasdaq Composite and the S&P 500 reached new peaks on Friday, boosting their weekly gains, follo

Nvidia (NASDAQ: NVDA) , the world's largest company, has in recent days been dancing back and forth across the $5 trillion market cap threshold. Today, it's above that level. But those are just short-term movements. What long-term investors really want to know is when it could hit the next major milestone: $10 trillion. But is it even possible or realistic for Nvidia to get that far? Image source: Getty Images. Nvidia has been one of the biggest beneficiaries of the AI build-out. Its graphics processing units (GPUs) are still the top AI computing chips available. Considering both its rapid growth and the consistent undersupply of data center chips relative to demand, I don't see this changing anytime soon. This year, Wall Street analysts project 72% revenue growth for the company. Considering all that, it's no surprise that some investors believe that a $10 trillion market cap for it is inevitable, but what would it take to get there? Continue reading

Source: Bloomberg, 60:16

If you are thinking about buying Bitcoin (CRYPTO: BTC) , you have plenty of options for getting exposure to the world's top cryptocurrency. You could, for example, buy it directly on a crypto exchange. Or you could buy a Bitcoin proxy stock such as Strategy (NASDAQ: MSTR) . But by far the easiest way is by buying one of the new spot Bitcoin ETFs . The first of these was launched in January 2024, and they have been a smash success. Within a year of launching, they had quickly pulled in more than $100 billion from investors. The only hard part, frankly, is choosing which of the spot Bitcoin ETFs you would like to buy. All told, there are now more than a dozen such ETFs. Continue reading

Source: Bloomberg, 44:32

美國加州推出全國首個，免費嬰兒尿片計劃，預計今年夏天起，在當地醫院出生的嬰兒，可獲發400塊尿片。 加州州長紐森周五宣布，免費尿片計劃首年將在約65至75間醫院推行，這些醫院接生全州約四分之一新生嬰兒，主要服務低收入家庭。有關計劃其後會逐步擴展至更多醫院及助產中心。 紐森表示，加州生活成本高昂，計劃的目的是減輕州內家庭經濟負擔。州政府與一個非牟利組織合作，為這項計劃生產尿片。每戶家庭在新生嬰兒出院時，可免費獲發400塊尿片。

Earnings Call Insights: Starwood Property Trust (STWD) Q1 2026 Management View Rina Paniry said the company “reported distributable earnings of $147 million or $0.39 per share for the first quarter,” adding that results reflected “continued higher-than-normal cash balances, the resolution of nonperforming assets and the ongoing optimization of our new Net Lease cylinder,” and that “adjusted for which DE would have been $0.47.” Paniry said the company deployed $2.5B in the quarter and ended with “total undepreciated assets” of “a record $31.7 billion,” while also deploying “another $1.5 billion after the quarter.” She also framed mix shift away from a pure mortgage REIT profile: “Commercial Lending comprising just 52% of our investment base and owned property increasing to 25% this quarter.” On credit actions and reserves, Paniry detailed resolutions/foreclosures, including a multifamily sale that “we sold the asset for a $5 million DE loss,” and said STWD foreclosed on three nonaccrual loans totaling $347M. She added, “The weighted average risk rating on our loan portfolio improved to 2.9 this quarter versus last quarter's 3.0,” and said the quarter ended with “$676 million of reserves.” Paniry highlighted infrastructure and financing execution, saying STWD completed “our seventh actively managed infrastructure CLO, a $600 million transaction at a record low spread of SOFR plus 1.68%,” and that CLOs are “75% of our infrastructure debt.” On Net Lease dilution and refinancing steps, Paniry said the platform “has been quite dilutive” and that “if optimized and at scale, this business would have contributed $0.03 of incremental DE to the quarter.” She cited a $466M ABS at “5.06%” used to replace $324M at “6.65%,” plus a post-quarter $1B warehouse facility with a “40% lower spread.” On capital actions, Paniry said the board authorized “a $400 million share repurchase program,” and that in March STWD bought “1.1 million shares at a weighted average price of $17.67.” Outlo...

Earnings Call Insights: Information Services Group (III) Q1 2026 Management View Michael P. Connors said, "ISG had a strong first quarter and an excellent start to the year, continuing our momentum" (Chairman & CEO Michael P. Connors). Connors framed AI as the core growth narrative, saying, "AI demand continues to accelerate for ISG" and adding, "In Q1, we delivered $21 million of AI-related revenue, about 1/3 of our firm-wide total" (Chairman & CEO Connors). Connors highlighted a major governance win, stating, "One of the highlights of Q1 was the signing of our largest deal ever, a multiyear agreement valued up to $17 million" and adding, "we expect to support this client for up to 8 years" (Chairman & CEO Connors). Connors updated on ISG Tango, saying, "More than $27 billion of contract value is flowing through Tango" (Chairman & CEO Connors). Michael Sherrick summarized profitability and earnings, stating, "Adjusted EBITDA for the quarter was $8.3 million, up 11.8% with margin expanding 111 basis points to 13.5%" and "GAAP net income was $2.7 million or $0.05 per fully diluted share" (CFO & Executive VP Michael Sherrick). Outlook Connors provided Q2 targets: "we are targeting revenues of between $62.5 million and $63.5 million and adjusted EBITDA between $8 million and $9 million" (Chairman & CEO Connors). On guidance posture, Sherrick said, "there's an uncertain macro environment" and "we want to be conservative in how we look at things" (CFO & Executive VP Sherrick). Relative to the prior call’s Q1 guide of $60.5 million to $61.5 million in revenue and $7.5 million to $8.5 million in adjusted EBITDA, management’s current discussion emphasized continued AI and governance-led demand while citing macro uncertainty (Chairman & CEO Connors; CFO & Executive VP Sherrick). Financial Results Sherrick reported, "Revenue for the first quarter was $61.2 million, up 3% year-over-year" and by region, "Americas revenue was $39.8 million, down 2.9%... Europe delivered revenue ...

A clutch of analysts weighed in with new, bullish takes on the coffee shop operator.

Key PointsThese included an initiation of coverage with a buy recommendation and a price target raise.

Iren (NASDAQ:IREN), which develops and operates renewable-powered data centers for Bitcoin (CRYPTO:BTC) mining and AI cloud services, closed Friday at $61.2, up 7.65%. The stock moved higher after announcing a multi-year partnership with Nvidia (NASDAQ:NVDA) and unveiling major A

The S&P 500 (SNPINDEX:^GSPC) rose 0.76% to 7,392.56, the Nasdaq Composite (NASDAQINDEX:^IXIC) jumped 1.71% to a record 26,247.08, and the Dow Jones Industrial Average (DJINDICES:^DJI) inched up 0.02% to 49,609.16 as strong jobs data and AI leaders drove gains. Micron Technology extended its surge, rising 16% as memory stocks continued to gain. Intel rallied on reports of a preliminary chip-manufacturing deal with Apple . On the downside, Cloudflare sank 24% after unveiling sizable layoffs tied to an AI-focused restructuring. HubSpot plunged 19% on soft second-quarter guidance. Continue reading

Is Tesla Inc (TSLA) Overvalued After 4.0% Rally? GF Value Says O GuruFocus

Earlier this week, shares of eBay ( EBAY ) rallied on news that GameStop ( GME ) had made a bid to acquire the e-commerce pioneer for around $56B in cash and stock . We asked Seeking Alpha analysts Bernard Zambonin and Gary Alexander if they thought eBay should agree to the deal. Bernard Zambonin : I believe that, with the right proposal where shareholders clearly come out ahead, any business should be open to a sale, and that applies to eBay ( EBAY ) as well. eBay also has a fiduciary duty to evaluate the proposal, given that GameStop ( GME ) now owns roughly 5% of the company. But under these conditions, I think the offer runs into a major issue due to the massive equity rollover requirement, which naturally weakens the economic rationale for eBay shareholders. I could see a counterproposal where eBay would demand a much larger cash component, although that would likely become a major struggle for GameStop to finance. On the other hand, I wouldn’t underestimate GameStop ( GME ) CEO Ryan Cohen’s moves. While the interview he gave to CNBC felt somewhat dismissive, the TBPN interview showed a very different side of him. He actually seems pretty serious about both the plan and his willingness to lead eBay. We would certainly see a remodeled eBay ( EBAY ), likely a more efficient one, under Cohen’s leadership style. But eBay shareholders would need to be well compensated—likely with a meaningfully larger cash component than the proposed “half cash, half stock” structure at $125 per share—to take on the risks associated with such a major business transformation, including substantially higher leverage. Gary Alexander : Ultimately, I do not believe eBay/GameStop makes for a palatable merger due to the deal size alone. There's no doubt that eBay ( EBAY ) is the most synergistic target for GameStop ( GME ); GameStop recently released a new trading card sales platform, PowerPacks, and eBay's strength in collectibles joins the two powerhouses in the industry. That said, the ...

Top 20 by Trading Volume | Micron Technology surged 15%, with its market value approaching one trillion US dollars, while Western Digital rose over 16%; Intel soared 14%, rejoining the Apple supply chain; NVIDIA increased its investment in IREN; Tesla con 富途牛牛

油价小幅上涨，交易员权衡美国与伊朗的最新冲突是否会破坏脆弱的停火，从而削弱短期内达成和平协议的希望。 全球基准布伦特上涨1.2%，收于每桶约101美元，但本周仍下跌约6%。 尽管美国官员表示期望伊朗将很快回应最新提议，但波斯湾再度爆发冲突仍令市场不安。 市场关注点仍集中在自2月底战争爆发以来陷入瘫痪的霍尔木兹海峡航运。 伊朗批评美国违反停火协议，据塔斯尼姆通讯社报道，伊朗准备制定有关霍尔木兹海峡“法律制度”的计划。 “对霍尔木兹海峡的控制已成为伊朗最有力的谈判筹码，”法兴银行分析师Ben Hoff等在报告中写道。“近期对船只的扣押和骚扰表明，尽管外交是基准情景，但存在冲突重燃的实质性风险。” 美国总统特朗普周五下午宣布俄罗斯和乌克兰将实施为期三天的停火，这推动油价短暂回落。 本周油价在约10美元区间内波动，反映市场对冲突前景的预期不断变化。 6月WTI上涨0.6%，结算价报每桶95.42美元； 7月布伦特小幅上涨1.2%，结算价报每桶101.29美元。 责任编辑：丁文武

Taiga Building Products press release ( TBL:CA ): GAAP EPS of C$0.08. Revenue of C$349.19M (-12.7% Y/Y). More on Taiga Building Products Financial information for Taiga Building Products

AMD, Micron Shares Surge on a Big Day for Chip-sector Outperformance Moomoo

周五（5月8日）纽约尾盘（周六北京时间04:59），离岸人民币（CNH）兑美元报6.8元，较周四纽约尾盘涨116点，日内整体交投于6.8099-6.7955元区间。

Tesla recalls more than 200,000 EVs, 173 Cybertrucks over safety issues Austin American-Statesman

Apple Inc stock (US0378331005): iPhone settlement and chip deal drive sentiment AD HOC NEWS

标普500指数本周第三次触及纪录高位，受半导体股走强、就业数据稳健以及美伊停火局面大体维持的提振。 标普500指数上涨0.8%，11个板块中有5个上涨，其中科技板块大涨2.7%。 纳斯达克100指数上涨2.4%，同样创下历史新高。 英伟达和美光科技走高，其中美光飙升15%，创一年多来最大涨幅。 费城半导体指数上涨5.5%，也创纪录新高。 英特尔上涨14%，之前报道该公司与苹果达成初步的芯片生产协议。 AI芯片制造商Cerebras据称将上调IPO价格区间，因需求太踊跃。 油价变化不大，美国表示期望伊朗很快回应结束战争的提议。 美国雇主4月连续第二个月增加就业人数，这是近一年来首次出现连续两个月增长。 “稳健的美国就业报告似乎在提振风险偏好，”RSM首席经济学家Joseph Brusuelas表示。 Vital Knowledge创始人Adam Crisafulli在报告中称，美国股市从周四的回落中反弹，“因为尽管周四发生交火，美伊停火似乎仍在维持。” 整体盈利趋势改善及投资者情绪回暖促使加拿大皇家银行将标普500指数未来12个月滚动目标位从7，750点上调至7，900点。 截至收盘，标普500指数上涨0.8%，报7398.93点； 道琼斯工业平均指数基本持平，报49609.16点； 纳斯达克综合指数上涨1.7%，报26247.08点； 纳斯达克100指数上涨2.4%，报29234.99点； 罗素2000指数上涨0.8%，报2861.209点。 责任编辑：丁文武

ABC is fighting back against the Trump administration's attempt to police broadcast television content, saying in a filing that the Federal Communications Commission is violating the First Amendment. Led by Chairman Brendan Carr, the FCC accused ABC’s The View of not complying with the equal-time rule, even though the interview portions of talk shows have historically been exempt from the rule requiring equal time for opposing political candidates. The FCC also opened an unusual review of ABC’s broadcast licenses one day after the president and First Lady Melania Trump called on ABC to fire Jimmy Kimmel over a recent joke. An ABC filing that was made public today said the FCC exceeded its authority in actions that "threaten to upend decades of settled law and practice and chill critical protected speech, both with respect to The View and more broadly." The filing is primarily in response to the equal-time investigation, but ABC also seems determined to fight the larger license review. Read full article Comments

These 2 Big Players Are Set to Compete With Elon Musk’s StarlinkPolestar Automotive Holding UK (NASDAQ:PSNY) reported higher first-quarter 2026 vehicle volumes but a wider loss, as management said pricing pressure, tariffs and seasonality offset cost-cutting efforts in a more dif