最新派息公告 TD资产管理公司宣布，旗下TD主动型全球增强股息ETF（TD Active Global Enhanced Dividend ETF）将于2026年6月4日向登记在册的持有人派发每股0.096加元的现金股息，除息日为2026年5月28日。 基金概况与投资策略 该基金主要投资于全球发达市场（包括美国、欧洲、日本和加拿大）的派息股票，并通过衍生品工具增强总回报。基金资产规模约14.96亿加元，管理费率为0.65%。前十大持仓包括英伟达、 谷歌 、 康宁 、 通用电气 Vernova、博通和 苹果 等公司，科技及工业板块占比较高。 股息记录 本次派息是该基金持续月度分红的延续。根据历史记录，该基金自2025年底以来将月度股息从此前的0.091加元提升至0.096加元并保持稳定。基金过往12个月的股息收益率约为3.40%。 责任编辑：张俊 SF065

Bank of America resets AMD stock price target thestreet.com

Bill Ackman counts Microsoft, Meta Platforms, Amazon and Google among the holdings of his hedge fund Pershing Square Capital Management.

Dexcom CEO Jake Leach joined Bloomberg Open Interest to explain why continuous glucose monitors are becoming much bigger than diabetes devices. He says GLP-1 drugs are actually boosting CGM adoption and defends the company’s growth outlook. He also lays out Dexcom’s push into mainstream metabolic health and wellness. (Source: Bloomberg)

Earnings Call Insights: Edible Garden AG Incorporated (EDBL) Q1 2026 Management View "The first quarter of 2026 reflected continued progress across the business as we began seeing stronger traction from many of our -- many of the investments and strategic initiatives we put in place over the past year," said (Founder, CEO, President, Treasurer, Secretary & Chairman James Kras), highlighting "Revenue increased approximately 22.9% year-over-year to approximately $3.3 million" and attributing performance to "continued retail expansion and growth across multiple categories." (CEO Kras) tied category momentum to specific product lines: "One of the strongest contributors during the quarter was our cut herbs business, where sales increased approximately 46% year-over-year," and added that "Vitamin and supplement sales increased approximately 27% year-over-year while condiment sales increased approximately 51%," alongside "strong growth internationally with sales increasing approximately 50% year-over-year." (CEO Kras) emphasized broader distribution and brand expansion: "Our retail footprint now exceeds 6,000 locations across the United States, Caribbean and South America," and said new/expanded partners in the quarter included "Target, Safeway, the Fresh Market, Hannaford, Busch's Fresh Food Market and Woodman's market," while broadening branded distribution for "Pickle Party, Pulp, Kick, Sports Nutrition, Vitamin Whey and JEALOUSY GLP-1 support products." (CEO Kras) positioned RTD as the next strategic focus: "As we continue evolving beyond our traditional greenhouse and fresher business, one of the areas we are most focused on is the ready-to-drink, or the RTD category," adding that "we continue advancing our Iowa Midwest RTD initiative during the quarter, which is including ongoing work related to the integration of Tetra Pak processing and packaging solutions." "Operating expenses were $10 million for the 3 months ended March 31, 2026, compared to $5.6 million for the...

Broadcom stock price forecast: $410 support as AVGO declines 3.17% Traders Union

格隆汇5月15日｜广东华成电力能源股份有限公司向港交所提交上市申请书，独家保荐人为力高企业融资有限公司。

Mako Mining Corp.公布2026年第一季度财报，GAAP每股收益为0.26美元，大幅超越去年同期的0.12美元。营收达6860万美元，同比增长116%，高于市场预期。 运营数据亮眼 公司第一季度共售出13,721盎司黄金，平均实现金价高达每盎司4,902美元。调整后EBITDA为4010万美元，矿山运营现金流达4610万美元。公司期末现金及应收账款余额为9610万美元，净资产收益率达36.4%，资产回报率为23.5%。 未来展望乐观 首席执行官Akiba Leisman表示，一季度是公司生产、营收和盈利的创纪录季度，这仅由一座满产矿山和一座爬坡矿山贡献。公司另有两个规模更大的项目已获全额资金支持，预计将在未来几年显著提升盈利能力。 责任编辑：张俊 SF065

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Wedbush Just Raised Oracle (ORCL) Stock’s Target Twice in Three Weeks. Here’s Why CoinCentral

Spectral Capital Corporation近日公布2026年第一季度财报。数据显示，公司第一季度营收达到创纪录的3.285亿美元，主要得益于2025年收购的电信公司业绩首次完整并表。这一数字较2025年同期的几乎零营收实现飞跃式增长。 亏损与毛利表现 尽管营收大幅增长，公司报告期内净亏损为941万美元，合每股亏损0.11美元，而去年同期净亏损为66万美元，每股亏损0.01美元。毛利润为220万美元，营业亏损为300万美元。亏损扩大主要由于业务规模快速扩张带来的成本压力。 上调全年指引与战略布局 基于第一季度强劲表现，公司将2026年全年营收指引从此前的4.5亿美元上调56%至约7亿美元，并维持全年实现盈利的预期。公司正在推进 纳斯达克 上市计划，并已于2026年1月签署协议收购意大利电信及企业信息公司Intermatica S.p.A．，该交易预计在第二季度完成。 责任编辑：张俊 SF065

saifulasmee chede/iStock via Getty Images Introduction & Investment Thesis Atlassian’s (NASDAQ: TEAM ) Q3 FY26 earnings might have been the initial spark that started the sector-wide rerating in software over two weeks ago, after the industry had been under terrible pressure from the “AI Eating SaaS” narrative unleashed by Anthropic and OpenAI since the start of 2026. Since Atlassian’s Q3 FY26 earnings, the stock is up 16%, while the sector ETF IGV ( IGV ) is up close to 5%, while earnings results from companies like Datadog (NASDAQ: DDOG ), Twilio (NYSE: TWLO ) and Fortinet (NASDAQ: FTNT ) also helped ease investor concerns over AI disruption risks. In the latest quarter, Atlassian checked all the boxes for the key metrics investors are keenly watching for software companies, and that included accelerating revenue growth, stable NRR, and expanding profit margins, while AI usage of the company’s agentic capabilities also strengthened. While the stock received a well-deserved rerating after the earnings report, I don’t think it is out of the woods yet, especially as the revenue acceleration in Q3 came with a footnote that I will discuss later in the post. In this post, I will explain why I will continue to remain on the sidelines with Atlassian despite a strong Q3 and instead participate in the software rerating as follows. A Well-Deserved Re-Rating For Atlassian Atlassian reported its Q3 FY26 earnings two weeks ago, when revenue accelerated for the second quarter in a row, growing 31.7%, and beat estimates by the largest magnitude in over 8 quarters, as can be seen below. SA: Largest revenue beat in 8 quarters The top-line acceleration was led by Cloud, which grew 29% YoY to $1.1B, contributing over 61% of Total Revenue, with deepening paid-seat expansion of large customers on the Atlassian platform this quarter. What is also driving the acceleration is the increased pace of Data Center to Cloud migrations, which management noted leads to a 1.75x growth in ARR. For ...

Sexy dad swap, the anti-ageing cream so good everyone will think your husband should be in prison, and the long con to make King Charles look good … you can’t say Saturday Night Live UK hasn’t gone there! Here are the best skits Saturday Night Live UK’s maiden voyage is almost complete: this Saturday, Doctor Who star Ncuti Gatwa will host the series one finale of the much-discussed spin-off of the American sketch institution. But it’s not goodbye – we already know the cast are returning in autumn for a bumper 12-week run, proof that Sky are pleased with how their pricey punt has turned out. As well they should be: predictions that SNL UK would be a national embarrassment have been categorically rubbished. It hasn’t all worked. The opening monologues, in which celebrity guest hosts veer between gushing praise for the show and an eye-watering celebration of their own CVs, remain irredeemably American. And while the team have valiantly attempted to parody our current prime minister, mining comedic gold from Keir Starmer does seem to be an impossible task. Continue reading...

Britain seems to finally have an eye for art from the Asia-Pacific, with several big recent exhibitions, including the new Rising Voices show at the V&A. Why did it take so long? An imposing new figure is greeting visitors inside the main entrance of the Victoria and Albert Museum (V&A) in South Kensington. Standing on one side of the domed hall, across from the galleries dedicated to medieval and Renaissance European art, is a lifesize, fibreglass sculpture of a burly bouncer. The Māori nametag hanging from his belt loop suggests he has travelled a long way from home. This character, Kapa Haka (Whero) by Michael Parekōwhai from Aotearoa New Zealand, is a symbolic guardian for the exhibition Rising Voices: Contemporary Art from Asia, Australia and the Pacific. Produced in partnership with the Queensland Art Gallery | Gallery of Modern Art (QAGOMA) in Brisbane, the show includes more than 70 works which have never before been exhibited in the UK, by artists from 25 countries who have featured through the decades in QAGOMA’s Asia Pacific Triennial of Contemporary Art (APT). It’s the latest in a recent wave of shows that have brought works from Australian galleries to international institutions. Last year, Tate Modern hosted Emily Kam Kngwarray in collaboration with the National Gallery of Australia, and the National Gallery of Victoria’s exhibition The Stars We Do Not See: Australian Indigenous Art is now touring the US . Continue reading...

Pershing Square built the position at 21x forward earnings

美联储主席杰罗姆・鲍威尔在执掌美联储的8年任期内，接连遭遇一连串危机。其任期将于本周五结束。一路走来，鲍威尔的决策既关乎普通美国人的日常预算，也事关这家支柱机构的政治独立性。 唐纳德・特朗普总统提名的美联储主席人选凯文・沃什即将接棒。按部分指标衡量，美国经济韧性犹存，但仍面临新一轮通胀压力。 鲍威尔上月表示，任期届满后，他将罕见地继续留在美联储12人理事会中。此举使鲍威尔仍能参与利率政策制定，直至2028年；不过他称，一旦美联储监察长对央行总部翻新工程的调查结束，便会卸任理事一职。 此次权力交接，也为回望鲍威尔任期提供了契机——他历经两届总统、三任财政部长，做出过66次利率决策。 “你无法选择挑战，但可以选择应对方式。”前美联储官员、新世纪顾问公司首席经济学家Claudia Sahm接受采访时表示，“最终，鲍威尔的历史地位将由这些结果来评判。” 2018年特朗普提名鲍威尔出任美联储主席时，称他是一位“共识构建者”，“深谙经济增长之道”。 鲍威尔曾是投资银行家，老布什政府时期任职财政部，2018年正式就任美联储主席。彼时经济欣欣向荣，失业率处于历史低位，通胀率略高于美联储2%的目标。 上任首年，鲍威尔四次加息，虽对股市造成压力，却为日后经济放缓时降息刺激留下空间。而政策制定者们很快便迎来考验。 2020年3月紧急会议上，鲍威尔将利率降至近零水平，以提振遭受重创的经济。 “家庭、企业、学校、各类机构及各级政府都在采取措施保护民众健康。这些举措对遏制疫情至关重要，但短期内难免拖累经济活动。”鲍威尔当时对记者表示。 美国劳工统计局数据显示，失业率从3月的4.4%飙升至4月的14.7%。 为强力推动复苏，特朗普与拜登政府先后推出经济刺激计划，帮扶失业及困难群体。叠加低利率政策，美国经济从衰退中快速反弹。 美国国家经济研究局数据显示，新冠疫情衰退仅持续两个月，为美国史上最短衰退。 普林斯顿大学经济学教授、前美联储副主席Alan Blinder称，快速复苏印证了美联储降息决策的正确性，尽管当时选择并不困难。 “将利率降至零，既必要又恰当，某种意义上更是显而易见。”Blinder说。 然而，一场严重通胀随即来袭——供应链中断，俄乌冲突加剧通胀压力。鲍威尔最初淡化价格上涨影响，称之为“暂时性”通胀。这一判断成为其任期内重大失误，鲍威尔日后亦承认错误。 2022年6月，美国年度通胀率飙...

据广东韶关市气象局预报，15日夜间到17日，受高空槽和东南气流共同影响，韶关中南部（主要落区翁源、新丰、曲江南部、始兴南部）将有一次大雨到暴雨、局部大暴雨的降水过程。结合前几轮强降雨情况，经综合研判，韶关市三防指挥部决定于2026年5月15日21时30分启动防汛Ⅳ级应急响应。5月15日，总台记者从广东江门市人民政府防汛防旱防风指挥部获悉，预计，今晚到明天，江门市北部有大雨到暴雨，南部沿海有大雨到暴雨局部大暴雨，伴有雷暴、短时大风等强对流天气；17至18日强降雨持续。截至今日18时，暴雨预警信号生效情况：台山、开平红色；新会、鹤山橙色；蓬江、江海、恩平黄色。根据《江门市防汛防旱防风防冻应急预案》，江门市三防指挥部决定于5月15日22时将防汛Ⅳ级应急响应提升为防汛Ⅲ级应急响应。（央视新闻）

Harvard University reported compensation of $6.2 million in 2024 for N.P. “Narv” Narvekar , the chief executive officer of its endowment, in line with his pay the previous two years at the largest investment fund in US higher education. That was part of more than $25 million in compensation for the top six earners at Harvard Management Co. , which runs the endoment now valued at $57 billion. That included about $5 million each for HMC Chief Investment Officer Rick Slocum and Sanjeev Daga , who serves as chief operating officer and chief financial officer. Harvard President Alan Garber ’s pay totaled $1.6 million in 2024, according to tax filings disclosed Friday. He became interim president on Jan. 2 of that year, taking over after Claudine Gay abruptly resigned. She got $1.5 million for the year after becoming president in mid-2023. The amounts can include salary and other items such as benefits and retirement funds. Garber’s compensation was expected to be lower in 2025 because of a voluntary 25% pay cut as Harvard grapples with the financial fallout from a standoff over federal funding with the Trump administration, which has faulted the school’s handling of antisemitism and alleged discrimination on campus. Harvard reported a $113 million deficit in its latest fiscal year and is among a number of schools that face an increased tax on their investment gains. Read More: Harvard Details ‘Challenging’ Year as Fund Grows to $57 Billion Narvekar’s compensation was based on performance in calendar 2024, a span that incorporates parts of two fiscal years. The endowment returned about 12% for the 12 months ending June 30, 2025, and 9.6% during the previous fiscal year. Based on three-year annualized returns, Harvard ranked fourth in the eight-member Ivy League as of mid-2025, according to data compiled by Bloomberg. It was in second-to-last place over 10 years. Narvekar joined the endowment in December 2016.

Thapana Onphalai/iStock via Getty Images Market review US equities were volatile throughout the quarter, although economic data largely remained supportive. The labor market stayed resilient, with employment growth holding above trend and unemployment remaining near cycle lows. Meanwhile, inflation continued to ease from late 2025 levels, broadly in line with forecasts. Consumer spending remained steady rather than accelerating, easing concerns of overheating. Earlier in the quarter, strong growth momentum had raised fears that the US Federal Reserve (Fed) would delay rate cuts, which contributed to higher volatility in late January and February. Sentiment deteriorated in March after US and Israeli strikes on Iran disrupted oil flows through the Strait of Hormuz, driving oil prices materially higher than expected and increasing risk aversion. Within the Fund For 1Q26, Nomura Growth and Income Fund Institutional Class shares outperformed the Fund's benchmark, the Russell 1000® Value Index. At the sector level, an overweight allocation to the health care and communication services sectors was a key contributor to excess return, driven primarily by stock selection. Within the health care sector, an overweight position in biopharmaceutical company Gilead Sciences Inc. ( GILD ) was the largest contributor to the Fund's performance. Gilead's stock reached a record high during the quarter, rising sharply after reporting its latest quarterly results that beat consensus estimates. Revenue came in at $7.9 billion with adjusted earnings per share ( EPS ) of $1.86 driven by continued growth in the HIV space, specifically, Biktarvy® and the newly launched Yeztugo®. The company also announced two major acquisitions of Arcellx Inc. (ACLX) and German biotechnology company Tubulis GmbH, reinforcing Gilead's ambitions to build a leading oncology franchise. Stock selection within the utilities and consumer discretionary sectors was a key detractor from the Fund's relative performance ...

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First Ryanair and now Delta. Not every airline wants to use SpaceX’s Starlink inflight Wi-Fi service.

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Hill Street Studios/DigitalVision via Getty Images My last assessment of Snowflake (NYSE: SNOW ) was that it was poised for explosive growth due to its Artificial Intelligence ("AI") innovation. However, the company's results over the last several quarters contradict that thesis. Unfortunately, while the company is performing well operationally, it did not perform well enough to support the stock's valuation. The company's revenue growth is decelerating and no longer supports a buy recommendation; the current valuation may only support a hold recommendation. Although Snowflake raised revenue guidance in the third quarter of FY 2026, management called for product revenue growth of only 28% year over year, flat with FY 2025 results. Investors looking for product revenue growth to return to at least the 35-40% range have been disappointed, and capital increasingly appears to flow to companies with more immediate GAAP profitability, such as Alphabet ( GOOG )( GOOGL ), which may be a reason Snowflake has underperformed over the last six months relative to other AI software companies. Data by YCharts Management issued the same full-year operating margin guidance as the previous quarter at 9% in the third quarter, showing no additional efficiency gains. After the third quarter earnings report, the stock rose only 2%, suggesting investors had already anticipated this operating margin forecast and did not expect faster revenue growth. Snowflake's FY 2026 product revenue ultimately came in at 29% year over year, and non-GAAP operating margin beat estimates, expanding to 10%. Still, while the company "beat" FY 2026 revenue and operating margin estimates, product revenue decelerated year over year (30% growth). Management's FY 2027 product revenue growth guidance of 27% implies further deceleration. The thesis of my previous article assumed that AI would lead to renewed acceleration in revenue growth. Instead of the AI‑driven acceleration I anticipated, Snowflake appears to be ...

On this episode of Stock Movers with Alexis Christoforous: - Gemini Space Station (GEMI) is rising after Tyler and Cameron Winklevoss made a $100 million “strategic investment” into the company. CEO Tyler Winklevoss said the investment will help fuel the company's ambition to evolve from a crypto company into a markets company. - Magnum Ice Cream (MICC) shares are jumped as much as 22%, the most since the stock’s December listing, after Reuters reported that private equity firms including Blackstone and Clayton Dubilier & Rice are exploring potential bids for the company. - Cerebras Systems (CBRS) shares pulled back after a huge IPO day yesterday. The shares jumped 68% in its trading debut after raising $5.5 billion in the year’s largest IPO. (Source: Bloomberg)

格隆汇5月15日｜KB证券今日发表报告，将SK海力士目标价由原先280万韩元上调至300万韩元，重申“买入”评级，主因预期次季DRAM和NAND的价格将超越先前预期。SK海力士今日收报181.9万韩元。 KB证券最新预测2026年DRAM价格同比升194%，NAND同比升244%。反映此预测，该机构将SK海力士今明两年的营业利润预测分别上调至277万亿韩元(位列全球半导体行业第4)及428万亿韩元，较市场共识高出10.2%及25.1%。预计2026年营业利润率将达78.1%，登顶全球第一。KB证券研究部门主管Kim Dong-won表示，记忆体半导体将成为决定AI系统整体表现的稀缺战略资产。SK海力士1万亿美元的市值(相当于每股210万韩元)预计将在未来形成强劲的支持线。 根据KB证券的数据，SK海力士今年第二季的营业利润估计为70万亿韩元，较市场预期高13.4%，意味同比升660.4%，环比增长86.3%。预计营业利润率为79.2%。该行称，由于新的记忆体生产线全面投产预计在2027年之后，供应限制将持续存在。Kim表示，“记忆体行业正进入一个实际上零供应的时代”，考虑到主要客户的2027年需求预测，明年的记忆体供应将比今年更为紧张。

Ahead of Earnings, Is Nvidia Stock a Buy, a Sell, or Fairly Valued? Morningstar Canada

watch now VIDEO 5:53 05:53 Energy Secretary Chris Wright: China will be buying more U.S. crude oil because of Iran Squawk Box China and the United States have provided critical support to the oil market and helped ease the huge supply disruption in the Middle East and kept energy prices from surging even higher. The oil market has lost about 10 million barrels per day (bpd) of exports from the Persian Gulf due to Iran's blockade of the Strait of Hormuz, according to the International Energy Agency 's latest update this week. It is the largest oil supply disruption in history, equivalent to about 10% of total global consumption. But crude prices on Thursday closed just above $100 per barrel, which is lower than the prices seen during smaller supply disruptions such as the one following the Russian invasion of Ukraine in 2022. One explanation is China and the U.S., the world's two largest economies, wield considerable influence over the oil market, and are using it to help plug the supply gap. China is the largest oil importer in the world. The U.S. is the biggest oil producer and an important exporter. Exports surge, imports fall Oil exports from producers outside the Middle East, led by the U.S., have surged by 3.5 million bpd during the Iran war, according to the IEA . Meanwhile, China has slashed its oil imports by 3.6 million bpd, roughly equivalent to Japan's entire daily consumption . Together, the moves total 7.1 million bpd, or about 70% of the exports lost from the Gulf. Japan, South Korea and India, meanwhile, have collectively reduced their imports by 3.6 million bpd, the IEA found. "The U.S. and China are providing important forms of adjustment to compensate for the export disruption from the Persian Gulf," Deutsche Bank analyst Michael Hsueh told clients in a note on Tuesday. That's probably why international benchmark Brent crude prices have not surged to $120 per barrel, Hsueh said. watch now VIDEO 33:12 33:12 Watch CNBC's full interview with Treasury ...

Army supported by Russian mercenaries launches airstrikes after offensive by coalition of Islamist extremists and Tuareg separatists Mali’s armed forces, supported by Russian mercenaries, have launched airstrikes targeting a rebel alliance of Islamist extremists and Tuareg separatists as the ruling junta struggles to maintain its hold on power in the unstable west African country. Earlier this week warplanes targeted the key northern town of Kidal, which was lost when the rebels launched a surprise offensive across much of Mali in late April. Continue reading...

记者15日从首都电力交易中心获悉，2026年1月至4月，北京市绿电市场化直接交易共达成188亿千瓦时，同比增长82.54%，累计减少二氧化碳排放约1500万吨。河北省四地区市场化绿电首次进京，累计供应电量1919万千瓦时。(新华社)

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.