Taiwan Semi Is Selling ARM Stock. Should You? Barchart.com

Techa Tungateja/iStock via Getty Images I previously rated Twilio Inc. ( TWLO ) as a Buy in March 2026, thanks to its AI beneficiary status through the diversified communication offerings, including Voice AI. In this article, I shall discuss why I am downgrading TWLO to a Hold, attributed to the overdone rally post FQ1'26 earnings call and the consequently reduced margin of safety. TWLO Proves Their AI Beneficiary Status TWLO 1Y Stock Price ( TradingView ) Since my last Buy rating, TWLO has already delivered a robust stock price recovery of +16.2% compared to the wider market at +9.1%, with a similar outperformance also observed in its Customer Experience as a Service/AI peers in varying degrees. Part of their outperformance is attributed to the overly done AI SaaS fears in early 2026, with the Q1'26 earnings season already reiterating the durability of the Enterprise/Commercial SaaS spending trends. These developments trigger the consequent recovery in market sentiments, as observed in the iShares Expanded Tech-Software Sector ETF's ( IGV ) recent recovery by +12.3% from the March 2026 bottom. 1. Growing Demand For Voice AI TWLO has also fed the exuberance through the robust FQ1'26 performance metrics, across: the consumption-based revenue growth to $1.4B (+20% YoY), the expanding multiproduct customer count by +29% YoY, the higher Dollar-Based Net Expansion Rate of 114% (+7 points YoY), and the adj income from operations at $279M (+31% YoY), ... with it underscoring the growing adoption/cross-selling trends of their SaaS offerings while naturally invalidating the prior pessimism that new AI tools may potentially disrupt the SaaS sector's monetization prospects . Most of TWLO's growth tailwinds are attributed to the growing multi-product adoption trend across: the messaging segment at +25% YoY compared to a year ago at +20.6% YoY, thanks to the robust growth in SMS/WhatsApp/Rich Communication Services [RCS], and the voice segment at +20% YoY, with adoption accelera...

trait2lumiere/iStock via Getty Images Blue Owl Proves That Fundraising Remains Incredibly Resilient Is the worst selloff in the private credit space finally over? For alternative asset managers like Blue Owl Capital Inc. ( OWL ), I think any form of respite couldn't have come any sooner. After enduring what was the worst decline in the last four to five years that saw the stock plunge almost 70% from its early 2025 highs, those diamond hands left behind might even be questioning their own conviction for staying any longer. However, just as you thought that the worst could be still over the horizon, it’s also a fact that all the April losses have been recovered. Plus, OWL has also clawed back most of the March downside, and appears ready to crawl its way out of the gutter. By now, I believe it’s increasingly clear why my decision to upgrade OWL stock has proved timely. Fundraising statistics (Blue Owl Capital) Blue Owl’s Q1 earnings scorecard has clearly reaffirmed the highly constructive fundraising climate in the alternative asset space, despite the doom and gloom media narrative that preceded the release. New capital commitments came in at $11B for the quarter. And the fund raise was well received across the credit, real assets, and GP channels. The overall raised amount of >$44B in the past 12 months should downplay the worries that OWL could face significant trouble in attracting inflows. If anything, Blue Owl now has a war chest amounting to "$30 billion or so of dry powder." Back in my last write-up, I highlighted that OWL’s valuations have largely been discounted. Private Credit Headwinds Largely Limited To Retail Channel Private Credit fundraising for institutional investors (Bloomberg) In addition, the cornerstone institutional investors have also not bailed out in a hurry. I think it clearly indicates that while there are stresses in the wealth management channel, the pressure hasn’t percolated more broadly. Limited redemptions for OWL's private credit fun...

First-quarter earnings season is delivering Wall Street better-than-expected results, propelling US equities’ run from one record to the next. As earnings wind down for two-thirds of the stocks in the S&P 500 Index, the proportion of companies missing analysts’ estimates is hovering at the lowest level since 2021. It’s not just due to blowout earnings from technology giants, which were expected to lead the charge. S&P 500 companies outside of the tech realm have been posting the sharpest positive earnings surprises since the fourth quarter of 2024, according to Seaport Research Partners. For Wall Street investors, that’s a vote of confidence in Corporate America’s profit machine, which keeps humming along despite an oil price shock, tariff turmoil and rising worries about the health of the US consumer. “As I look at how companies have reported results, I would argue that resilient is almost too modest of a word. There’s real, obvious strength,” said Marta Norton , chief market strategist at Empower. “The foundation of the economy is proving to be very, very strong.” The strength is showing up across sectors. Small caps are on a tear, bank profits are booming and firms keep plowing past macroeconomic obstacles, though some worries still linger. Here are five themes that investors are watching play out in this reporting period: Spending Spree Microsoft Corp. , Amazon.com Inc. , Alphabet Inc. , Meta Platforms Inc. and Apple Inc. — which make up roughly a quarter of the S&P 500’s total market capitalization — were the headliners this week. Their earnings were generally better than expected, though Meta and Microsoft retreated amid concerns around the companies’ capital spending plans. Meanwhile, the rally in semiconductor stocks extended. Intel Corp. topped the leaderboard, soaring 114% in April, helped by an estimate-shattering sales forecast . Texas Instruments Inc. was also a notable earnings-driven gainer . After soaring nearly 50% during an 18-session winning strea...

High tariffs, stubborn inflation, government shutdowns, war with Iran, rising oil prices — nothing in the turbulent past year has poked a hole in a seemingly unsinkable U.S. economy.

Electric-vehicle drivers are taking a victory lap as the war in Iran has slowed global oil supplies and pushed up the cost of gasoline.

(Bloomberg) -- First-quarter earnings season is delivering Wall Street better-than-expected results, propelling US equities’ run from one record to the next.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Thousands Evacuated as Mayon Volcano EruptsIran Juggles Oil Cuts and Storage Strain to Resist US BlockadeAs earnings wind dow

格隆汇5月2日｜日本外相茂木敏充：安哥拉的行程已经结束。此次安哥拉访问中，我与洛伦索总统和安东尼奥外长进行了非常充实的会谈。我们一致同意进一步加强经济关系，并推动日本企业参与安哥拉原油交易。同时，我们也就日益严峻的国际和地区形势进行了坦诚的讨论，确认了在国际舞台上的合作。我将全力以赴，推动与安哥拉友好关系的进一步发展。

Analysts Conflicted on These Technology Names: Zeta Global Holdings Corp (ZETA), CCC Intelligent Solutions Holdings (CCC) and Apple (AAPL) The Globe and Mail

Hongkongers are forming long queues at betting stations for the chance to win a share of the HK$228 million (US$29.1 million) snowball draw – the city’s largest Mark Six jackpot. The winning numbers are set to be announced late on Saturday evening, with the turnover reaching more than six times the amount for the previous draw of over HK$63 million. For the latest draw, bettors have wagered more than HK$391 million as of 8.30pm. Earlier on Saturday, a South China Morning Post photographer...

Is It Too Late To Consider Micron Technology (MU) After Its Rapid Share Price Surge? simplywall.st

Tyche Wealth Partners LLC Cuts Holdings in NVIDIA Corporation $NVDA MarketBeat

Strs Ohio Sells 30,255 Shares of Intel Corporation $INTC MarketBeat

Strs Ohio Sells 19,935 Shares of Palantir Technologies Inc. $PLTR MarketBeat

Meta Platforms, Inc. $META Shares Purchased by Universal Beteiligungs und Servicegesellschaft mbH MarketBeat

Universal Beteiligungs und Servicegesellschaft mbH Sells 23,154 Shares of Alphabet Inc. $GOOG MarketBeat

Key PointsInfleqtion is carving out a niche in quantum sensors and timing devices.

伯克希尔哈撒韦第一季度营业利润113.5亿美元，同比增长18%；第一季度净利润101.1亿美元，上年同期为46亿美元；一季度现金储备创下3973.8亿美元历史新高；第一季度投资业务净亏损12.4亿美元，上年同期净亏损为50.38亿美元。 伯克希尔哈撒韦表示，截至3月31日，伯克希尔哈撒韦股权投资总公允价值中，61%集中持仓美国运通、苹果、美国银行、雪佛龙与可口可乐。 微信编辑 | 格蕾丝 责任编辑：王珂

Berkshire Hathaway Inc.’s cash pile jumped to its highest level ever, reaching $397 billion, inGreg Abel’s first quarter as chief executive officer. Bloomberg Intelligence Senior Analyst Matthew Palazola joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)

AWS continues to show accelerated revenue growth.

Key PointsAmazon investors should be focused on AWS.

格隆汇5月2日｜据青岛发布消息，自青岛市商务局获悉，青岛市安排资金3000万元，于5月1日至6月30日期间开展“2026嗨购仲夏”新车消费补贴活动。根据补贴规则，个人消费者在青岛市购买符合标准的新能源乘用车，可补贴车辆售价的4%，最高不超过1.2万元；购买符合标准的燃油乘用车，可补贴售价的3%，最高不超过1万元。

新能源汽車4月交付情況速覽：8家交付量超2萬，4家同比增超50% 富途牛牛

新能源汽車4月交付情況速覽：8家交付量超2萬，4家同比增超50% Moomoo

在格雷格・阿贝尔出任首席执行官后的首个季度，伯克希尔・哈撒韦公司现金储备飙升至历史新高，达到 3970 亿美元。 这家综合企业集团在披露一季度业绩的监管文件中表示，继去年年末小幅回落之后，公司本季度现金储备大幅增长，期间净减持 81 亿美元股票资产。一季度末，伯克希尔账面净现金规模约为 3800 亿美元。 今年接替传奇投资人沃伦・巴菲特出任首席执行官的阿贝尔，还重启了股票回购计划，时隔一年多再度向股东回馈收益。本季度伯克希尔斥资 2.342 亿美元回购自家股票。 这份业绩凸显出阿贝尔正逐步为伯克希尔打上个人管理烙印，同时也有迹象表明，部分投资者仍对这位新任首席执行官心存疑虑。这家市值超万亿美元的企业集团曾长期跑赢大盘，但自一年前沃伦・巴菲特宣布退休、将管理权交予阿贝尔以来，其股价表现已大幅落后整体市场。 阿贝尔此前曾表示，他与巴菲特均认定公司股票内在价值高于当前市值，因此决定重启回购。截至上周五收盘，伯克希尔年内股价下跌 5.9%。 这家总部位于内布拉斯加州奥马哈的企业集团于周六发布声明称，截至 3 月底的三个月里，公司营业利润达 113.5 亿美元，同比增幅近 18%。 旗下保险板块承保收益飙升至 17 亿美元，同比上涨约 29%；去年同期保险业务曾因洛杉矶山火相关损失承压。 据匿名人士消息，阿贝尔决定减持此前由公司前股票投资主管托德・库姆斯管理的股票持仓。 摩根大通 已于去年 12 月宣布聘请库姆斯，担任综合性投资顾问职务。 责任编辑：江学思

Spirit Airlines 'Bites The Dust' As All Flights Canceled; Trump Admin To Provide 'Relief' To Customers, Workers The collapse of bankrupt Spirit Airlines is now official. After several failed attempts by the Trump administration to engineer a rescue package, including a proposed $500 million financing deal that could have left the U.S. government with control of up to 90% of the budget carrier, negotiations broke down late this week. By Saturday morning, Spirit had begun winding down operations, with all flights canceled and the carrier entering liquidation mode. The outcome marks the final flight for the budget airline, crushed by years of operational stress, failed merger attempts, mounting debt, and a brutal jet-fuel price shock that derailed its efforts to emerge from bankruptcy this summer. Well… oops https://t.co/Ahv3e2M8vU — zerohedge (@zerohedge) May 1, 2026 The Trump administration was willing to explore an extraordinary state-backed rescue to save nearly 7,500 jobs. Now, however, Transportation Secretary Sean Duffy has announced "ACTION to bring relief to Spirit customers and its workforce." This will include other airlines (United, Delta, JetBlue & Southwest) agreeing to cap ticket prices for Spirit customers who have been left in the lurch, reduced fares on 'high-volume Spirit routes", while American Airlines and United "are creating microsites for Spirit employees looking to continue a career in aviation." In coordination with our airline partners, we’re taking ACTION to bring relief to Spirit customers and its workforce. From capped ticket prices for flyers who need to rebook to employees looking for job opportunities, there’s a lot of information you should be aware of.… — Secretary Sean Duffy (@SecDuffy) May 2, 2026 Spirit's statement about winding down operations: It is with great disappointment that Spirit Airlines has started winding down its global operations, effective immediately. All flights have been cancelled, and customer service is no longe...

格隆汇5月2日｜市场消息称，黎巴嫩真主党宣布，已通过行军行动袭击黎巴嫩南部巴亚达镇一处以军反坦克阵地，并宣称打击命中目标。

据青岛发布消息，自青岛市商务局获悉，青岛市安排资金3000万元，于5月1日至6月30日期间开展“2026嗨购仲夏”新车消费补贴活动。根据补贴规则，个人消费者在青岛市购买符合标准的新能源乘用车，可补贴车辆售价的4%，最高不超过1.2万元；购买符合标准的燃油乘用车，可补贴售价的3%，最高不超过1万元。(人民财讯)

Tom Werner/DigitalVision via Getty Images By Vinay Thapar, CFA and Jane Bleeg How can medical technology companies diversify an equity allocation to healthcare? Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace since the COVID-19 pandemic. Yet we think innovation continues to create exciting opportunities in companies that march to a different beat than the rest of the healthcare sector. For much of the past decade, medtech stocks outperformed the broader healthcare sector ( Display ). The popularity of medtech stocks—represented by the MSCI World Healthcare Equipment and Supplies industry—peaked during the pandemic, driven by accelerated spending on medical equipment. Since 2021, medtech shares have lagged, and in recent months, sentiment further soured amid struggles at key industry bellwethers. Beneath the surface, a more nuanced picture is emerging. Valuations have reset while the underlying innovation and business drivers that have long supported medtech remain firmly in place. For equity investors willing to look past recent disappointments, the divergence within the industry deserves attention. Medtech vs. Pharma: Distinct Business Models The starting point is to distinguish between medtech and other healthcare industries. Medtech makes up 17% of the broader MSCI World Healthcare Index, which is dominated by pharmaceutical companies ( Display ). For pharma companies, economics are often defined by patent cycles: drugmakers enjoy periods of strong growth and high profitability followed by abrupt cliffs as exclusivity expires. Medtech, by contrast, tends to evolve through continuous product iteration. Many medtech firms are more like technology or consumer businesses than classical drug developers. In subindustry segments such as therapeutic devices, surgical tools and diagnostics ( Display, above ), companies build out installed bases of devices, associated consumables and services that are refresh...

据灯塔专业版实时数据，截至5月2日20时30分，影片《寒战1994》票房突破1亿。(界面)