*Other Operating Data Consensus Source: Bloomberg More on Disney Disney: Take A 'Wait And See' Approach Ahead Of Earnings Disney And Netflix: Both Names Look Attractive Disney: Succession Plan Underway Disney rallies after posting growth across all segments in FQ2 Disney Non-GAAP EPS of $1.57 beats by $0.07, revenue of $25.17B beats by $320M

Micron Stock Climbs On Cramer's Bullish Take: AI Storage Demand Secular, Not Cyclical Benzinga

格隆汇5月6日｜远东股份(600869.SH)公告称，公司子公司中标/签约千万元以上合同订单合计为人民币26.33亿元。

S&P 500 Index futures rise 0.9% as of 7:50 a.m. in New York after a report that the US believes it’s close to an agreement with Iran to end the war. Nasdaq 100 futures are rise 1.5% Dow Jones Industrial Average futures are up 1.2% The MSCI World Index is up 0.6% Here are some of the biggest US movers before the bell: Magnificent Seven: Alphabet (GOOGL) climbs 1.6% after the Information reported that AI startup Anthropic plans to spend about $200 billion with Google over five years. Amazon (AMZN) +1%, Apple (AAPL) -0.5%, Nvidia (NVDA) +2.5%, Meta Platforms (META) +0.5%, Microsoft (MSFT) +0.1, Tesla (TSLA) +0.6% Miners, cruise operators and airline companies gain, while energy and fertilizer stocks fall, after a report on the US and Iran nearing a one-page memorandum of understanding to end the war. Semiconductor, power equipment and data center stocks rally after solid results from Advanced Micro Devices and Super Micro — in a sign of robust end-to-end artificial intelligence-related demand. Advanced Micro Devices (AMD) rallies 19% after the chipmaker gave an outlook that is stronger than expected, a sign of robust AI-related demand. Alphatec Holdings (ATEC) sinks 16% after the medical device company posted sales for the first quarter that disappointed Wall Street. TD Cowen calls the report a “tough start to 2026.” Apollo Global (APO) rises 3% after the alternative asset manager eclipsed $1 trillion of assets under management on record first-quarter inflows and reported earnings that beat Wall Street estimates. Compass Inc. (COMP) gains 31% after the real estate brokerage platform reported first-quarter revenue that beat average analyst estimates. The firm’s second-quarter revenue forecast is ahead of consensus. CVS Health (CVS) rises 5% after the health insurer boosted its adjusted earnings per share guidance for the full year. The firm also posted adjusted profit and comparable sales for the first quarter that topped the average analyst estimate. Geo Group (GEO) ga...

Assessing Taiwan Semiconductor Manufacturing’s Valuation After Strong Recent Share Price Momentum simplywall.st

专题：聚焦美股2026年第一季度财报 核心要点 美国医疗健康巨头 CVS 一季度盈利、营收双双大幅超越华尔街预期，同时上调 2026 年业绩指引；此前一度陷入困境的保险业务明显回暖。 旗下所有业务板块 —— 保险子公司安泰、零售药房、健康服务部门，业绩均超出市场预期。 业绩体现 CVS 整体转型计划持续取得进展：已削减 20 亿美元成本、关闭业绩不佳门店、推进管理层调整。 CVS 健康盘前涨5.7%。 2026 年 3 月 24 日，美国纽约证券交易所，交易大屏显示 CVS 健康的企业标识及行情信息。 CVS 健康周三公布一季度财报，盈利与营收大幅超出分析师预期，并上调 2026 全年业绩展望；公司此前承压的保险业务实现明显改善。 作为美国最大连锁药房运营商，CVS 上调全年盈利预期： 全年每股收益从此前 7.00–7.20 美元 ，上调至 7.30–7.50 美元 。2026 年营收预期从此前至少 4000 亿美元，上调至 至少 4050 亿美元 。 CVS 首席财务官布莱恩・纽曼在接受 CNBC 采访时表示，营收预期上调的 500 亿美元增量中，绝大部分源于保险子公司 安泰（Aetna） 带来的顺风利好。 这家医疗巨头旗下保险、零售药房、健康服务三大板块营收均超越华尔街预期。近两年高昂医疗赔付成本持续压制大型健康险公司业绩，因此安泰的经营表现最受投资者关注。 本次财报标志着 CVS 整体转型计划稳步推进： 包括削减 20 亿美元开支、关停低效门店、管理层人事调整，以及在私营联邦医保优势计划（Medicare Advantage）板块压降运营成本。 纽曼称：“从投资者视角，我们设定务实合理的目标，再寻找路径实现超额增长。从去年年底到今年一季度，我们始终做到了这一点。 本次 业绩超预期 + 上调指引 已是连续第四或第五次，我们正在兑现承诺。” 他补充表示：“公司对全年前景充满信心，但仍保持审慎稳健态度，医疗整体成本依旧处于高位。” 一季度实际业绩 vs 华尔街预期 调整后每股收益：2.57 美元 | 市场预期：2.20 美元 季度营收：1004.3 亿美元 | 市场预期：950.9 亿美元 CVS 一季度归母净利润 29.4 亿美元 ，折合每股收益 2.30 美元；去年同期净利润 17.8 亿美元，每股收益 1.41 美元。 剔除重组费用、资本损失等一次性项目后，季...

Earnings Call Insights: Huron Consulting Group (HURN) Q1 2026 Management View "Revenues before reimbursable expenses, or RBR, increased 12% in the first quarter of 2026 compared to the first quarter of 2025, driven by growth across the Healthcare, Education and Commercial segments, including record RBR performance in health care." (President, CEO & Director C. Hussey) "Encouraged by the strong start to the year and strength of our pipeline and backlog, we're affirming our annual RBR and margin guidance." (President, CEO & Director Hussey) "In the Healthcare segment, first quarter RBR grew 14% over the prior year quarter" and "organic growth for the Healthcare segment was 10%" excluding acquisitions, alongside comments that providers face "rising operational costs and labor shortages" and that "developing and executing an AI strategy" is increasingly important to clients. (President, CEO & Director Hussey) "In the first quarter of 2026, Education segment RBR grew 4%" as management described "a significant decline in international students" and said institutions are prioritizing solutions delivering "near-term financial improvement" while "increasingly leveraging AI." (President, CEO & Director Hussey) "In the Commercial segment, first quarter RBR grew 22%" and "excluding the impact of acquisitions, RBR in Q1 2026 grew 8% organically" as the company said investments have "delivered more durable growth in the Commercial business in recent quarters." (President, CEO & Director Hussey) "First quarter of 2026 produced RBR of $443.7 million" and "adjusted non-GAAP EPS" was "$1.73 per diluted share" while "our expectation for a full year effective tax rate between 28% and 30% remains unchanged." (Executive VP, CFO & Treasurer John Kelly) Outlook "We are affirming our 2026 guidance" for "RBR in the range of $1.78 billion to $1.86 billion, adjusted EBITDA in the range of 14.5% to 15% of RBR and adjusted non-GAAP EPS in the range of $8.35 to $9.15." (Executive VP, CFO & Treasu...

Earnings Call Insights: Rigel Pharmaceuticals (RIGL) Q1 2026 Management View “In the first quarter of 2026, we generated net product sales of just under $55 million, representing a 26% growth compared to the first quarter of 2025.” (President, CEO & Director Raul Rodriguez) “As expected, the first quarter was impacted by seasonal factors, including reimbursement dynamics...” and “we expect to return to sequential growth starting in the second quarter.” (President, CEO & Director Rodriguez) “We are maintaining our 2026 revenue guidance for total revenues of $275 million to $290 million, including net product sales of $255 million to $265 million.” (President, CEO & Director Rodriguez) “We also remain on track to achieve net income profitability in 2026.” (President, CEO & Director Rodriguez) “We are actively evaluating late-stage in-license or acquisition opportunities that would support potential launches between 2026 and 2028.” (President, CEO & Director Rodriguez) “We generated $54.9 million in U.S. net product sales” and “we observed improving demand in March, which showed stronger volume across our product portfolio.” (Executive VP & Chief Commercial Officer David Santos) “We reported net income of $8.7 million for the first quarter...” and “we ended the quarter with cash, cash equivalents and short-term investments of $146.7 million...” (Executive VP & CFO Dean Schorno) Outlook “We are maintaining our 2026 revenue guidance for total revenues of $275 million to $290 million, including net product sales of $255 million to $265 million.” (President, CEO & Director Raul Rodriguez) “We continue to expect total revenue in the range of approximately $275 million to $290 million... approximately $255 million to $265 million in net product sales and $20 million to $25 million of contract revenues.” (Executive VP & CFO Dean Schorno) Compared with Q4 2025, management repeated the same 2026 ranges: “total revenue... $275 million to $290 million... net product sales... $255...

康宁向英伟达发行认股权证，可按每股180美元的价格购入最多1500万股。

欧洲能源与通信领域多技术服务提供商SPIE Global Services Energy通过旗下SPIE Wind Connect部门，已获得海上风电企业Seaway7授予的一份合同，为波兰Baltyk II和Baltyk III海上风电场提供高压电缆终端连接与测试服务。 该合同涵盖连接风力发电机到海上变电站的66千伏阵列间电缆网络的终端连接与测试工作，主要海上作业预计将于2026年第二季度开始。 Baltyk II和Baltyk III位于波罗的海波兰专属经济区内，预计每个风电场的装机容量约为720兆瓦，合计1440兆瓦。 SPIE表示，每个风电场将由10组、每组5台风力发电机组成，通过66千伏阵列间电缆连接到海上变电站。 SPIE Wind Connect董事总经理迈克·西尼尔表示：“我们很自豪能被Seaway7选中，支持Baltyk II和Baltyk III海上风电场的建设。这份合同体现了我们在高压电缆终端连接与测试方面的技术实力，以及我们在大型海上风电项目中安全、可靠交付的 proven能力。” “我们期待与Seaway7紧密合作，助力这些对波兰能源转型至关重要的项目成功通电。” 责任编辑：张俊 SF065

财联社5月6日讯，三星电子在官网发布公告称，为应对急剧变化的市场环境，经慎重研究，三星电子决定在中国大陆市场停止销售含电视、显示器在内的所有家电产品。 针对已购买三星家电产品的用户，公司仍将严格按照《消费者权益保护法》、国家三包规定等相关法律法规，继续为用户提供规范的售后服务，保障用户合法权益不受影响。 在三星电子业务结构调整相关常见问题中，三星表示手机产品在中国正常销售。停止销售的产品包括电视、显示器、大型商用显示器、空调、冰箱、洗衣机、干衣机、洗衣干衣一体机、衣物护理机、音响、投影仪、吸尘器、空气净化器等所有家用电器。

Neal McNeil Bloomin' Brands ( BLMN ) soared in early trading on Wednesday after edging past consensus estimates with its first-quarter earnings report. Amid concerns about restaurant demand, the company reported a 0.9% increase in comparable sales. A 6.1% increase for the Bonefish Grill chain during the quarter and a 1.3% increase for the Carrabba's Italian Grill chain helped to offset a 0.3% decline for the Outback Steakhouse chain. Restaurant-level operating margin increased 10 basis points compared to a year ago to 14.0% of sales during the quarter, primarily due to a higher average check per person, primarily due to pricing, cost-saving and productivity initiatives, and lower advertising expense. Those increases were partially offset by higher commodity, operating, and labor costs, mainly due to inflation. Operating income of $59.1M was reported vs. $56.7M consensus. Non-GAAP EPS of $0.67 was ahead of the consensus estimate of $0.57 and was better than last year's mark of $0.59. CEO update: "We are pleased with our results in the first quarter, as they reflect our focus on consistency of execution and delivering a great guest experience… Outback brand scores continue to improve, highlighting our craveable steaks and food quality. We are making progress on our turnaround and remain committed to driving long-term, sustainable, and profitable growth for Bloomin’ Brands." Looking ahead, Bloomin' Brands ( BLMN ) backed its full-year guidance for comparable restaurant sales growth of 1% to 2% and adjusted EPS of $0.27 to $0.32. Shares of Bloomin' Brands ( BLMN ) shot up 23.5% in premarket trading after they had slumped into the Q1 report. More on Bloomin' Brands Bloomin' Brands, Inc. 2025 Q4 - Results - Earnings Call Presentation Bloomin' Brands: Traffic Is Improving, But Inflation Is Winning The War Bloomin' Brands, Inc. (BLMN) Q4 2025 Earnings Call Transcript Bloomin' Brands Non-GAAP EPS of $0.67 beats by $0.10, revenue of $1.06B beats by $20M Bloomin' Brands Q1 202...

Hagerty press release ( HGTY ): Q1 Non-GAAP EPS of -$0.04. Revenue of $312M (-5.0% Y/Y). Adjusted EBITDA increased 77% to $85M. For the full year 2026, Hagerty anticipates a total revenue change of (12)% to (11)%, net loss of $51M to $41M, and adj. EBITDA of $236M to $247M. More on Hagerty Hagerty, Inc. 2025 Q4 - Results - Earnings Call Presentation Hagerty, Inc. (HGTY) Q4 2025 Earnings Call Transcript Hagerty outlines 15–16% written premium growth for 2026 as new Markel fronting deal reshapes revenue Hagerty Non-GAAP EPS of $0.08 beats by $0.05, revenue of $357.33M beats by $33.4M Seeking Alpha’s Quant Rating on Hagerty

Maytree Asset Management Ltd Reduces Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

Indivisible Partners Purchases Shares of 8,491 Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

Pre-Market Stock Futures: Futures are trading higher on Wednesday as news of an impending end to the Iran war is sending oil prices dramatically lower. This news comes after a bounce-back Tuesday that benefited from lower oil prices, some strong earnings, and solid buying from retail investors. At the same time, hedge funds continue to ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technolo

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technologies, Reddit, and More 24/7 Wall St.

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technologies, Reddit, and More Yahoo Finance

(RTTNews) - Performance Food Group Company (PFGC) said on Wednesday that it has revised its guidance for the full year.

The Zacks Analyst Blog Highlights Chevron and Micron Technology The Globe and Mail

据报道，英伟达计划购买康宁公司最多1500万股股票。（财联社）

格隆汇5月6日｜据市场消息，英伟达获权认购康宁至多1500万股股票。康宁获得来自英伟达的5亿美元投资，以支持其合作关系。

Needham raises Astera Labs stock price target to $260 on growth Investing.com Nigeria

Key PointsBank stocks have a complex relationship with interest rates.

MF3d Hut 8 ( HUT ) stock soared 29% in Wednesday premarket trading after the energy infrastructure, compute, and digital infrastructure company announced a lease with a base-term contract value of $9.8B. The development marks the commercialization of the first phase of its Beacon Point AI data center campus in Nueces County, Texas, and brings Hut 8's total contracted AI data center capacity to 597 MW with an aggregate base-term contract value of $16.8B. The triple-net lease, with an initial 15-year term, is valued at up to $25.1B if all renewal options are exercised. Hut 8 ( HUT ) will deliver a 352 MW AI factory designed to NVIDIA's DSX reference architecture for gigawatt-scale AI infrastructure. The tenant, a high-investment-grade company, will deploy dedicated compute infrastructure at the campus to support AI training and inference workloads at hyperscale. The company also issued its Q1 earnings on Wednesday. Net income of -$253.1M, including $295.7M of unrealized losses on digital assets, compared with -$134.3M in Q1 2025, which includes $112.4M of unrealized losses on digital assets. Q1 revenue of $71.0M, trailing the $79.4M consensus, surged from $21.8M in the year-ago period. Power revenue rose to $3.74M, dropping from $4.38M in Q1 2025. It produced $66.0M in revenue from ASIC compute, AI cloud, and traditional cloud solutions compared with $16.1M a year ago. As American Bitcoin ( ABTC ) is a consolidated subsidiary, all revenue generated through the company's Managed Services agreement, ASIC Colocation agreement, and Shared Services agreement with American Bitcoin is eliminated in consolidation. The company had ~$1.3B of cash and bitcoin ( BTC-USD ) holdings as of March 31, 2026. By contrast, as of Dec. 31, 2025, Hut 8 ( HUT ) held ~$1.4B of cash and bitcoin in reserve. Q1 adjusted EBITDA of -$250.5M dropped from -$117.7M in last year’s Q1. Its development pipeline totals 8,375 MW as of May 6, 2026, including 5,315 MW of energy capacity under diligence, 1,6...

When CoreWeave reports Q1 earnings, analysts expect a bigger loss amid booming revenue growth. But other financial metrics may move CoreWeave stock.

JHVEPhoto Judging by AMD's ( AMD ) results and guidance , it's an agentic artificial intelligence world, and we're all just living in it. The Dr. Lisa Su-led company is one of the primary beneficiaries of the rise of agentic AI, where CPUs are now as in demand as GPUs were (and still are) amid the rise of generative AI. As such, Wall Street has come around to the fact that the CPU is king. Shares exploded more than 20% in premarket trading on Wednesday, while competitors Intel ( INTC ) and Nvidia ( NVDA ) also moved higher. “AMD delivered in spades with Q1 upside largely driven by better than expected server compute revenues (up over 50% Y/Y) with management guiding for sales to accelerate further in CQ2 (to ~70%+ Y/Y growth),” Wedbush Securities analyst Matt Bryson wrote in a note to clients. “The acceleration in growth stems from combination of unit and ASP gains with demand upside largely attributed to compute racks powering agentic AI. And management indicated AMD expects this trend will continue fueling AMD server CPU growth through 2026 and into 2027.” Bryson has an Outperform rating on AMD and raised his price target to $450 from $400 after the results. Jefferies analyst Kevin Garrigan said that while server CPUs stole the proverbial show and garnered much of the attention, the company's GPU business looks prime to take off to another level. “On the GPU side, MI450/Helios remains on track for a 2H26 ramp (3Q initial volume, significant 4Q ramp), with the lead customer’s forecasts now exceeding their initial plans,” Garrigan wrote in a note to clients. “The customer pipeline continues to broaden and AMD expressed confidence in surpassing the [greater than 80% long-term data AI CAGR over the next several years],” Garrigan wrote. He noted that while data center AI revenue fell modestly sequentially (due to China revenue declining to $0), both server CPUs and data center AI revenue are expected to grow double-digit percentages this quarter. “The Server CPU narrat...

JHVEPhoto Judging by AMD's ( AMD ) results and guidance , it's an agentic artificial intelligence world, and we're all just living in it. The Dr. Lisa Su-led company is one of the primary beneficiaries of the rise of agentic AI, where CPUs are now as in demand as GPUs were (and still are) amid the rise of generative AI. As such, Wall Street has come around to the fact that the CPU is king. Shares exploded more than 20% in premarket trading on Wednesday, while competitors Intel ( INTC ) and Nvidia ( NVDA ) also moved higher. “AMD delivered in spades with Q1 upside largely driven by better than expected server compute revenues (up over 50% Y/Y) with management guiding for sales to accelerate further in CQ2 (to ~70%+ Y/Y growth),” Wedbush Securities analyst Matt Bryson wrote in a note to clients. “The acceleration in growth stems from combination of unit and ASP gains with demand upside largely attributed to compute racks powering agentic AI. And management indicated AMD expects this trend will continue fueling AMD server CPU growth through 2026 and into 2027.” Bryson has an Outperform rating on AMD and raised his price target to $450 from $400 after the results. Jefferies analyst Kevin Garrigan said that while server CPUs stole the proverbial show and garnered much of the attention, the company's GPU business looks prime to take off to another level. “On the GPU side, MI450/Helios remains on track for a 2H26 ramp (3Q initial volume, significant 4Q ramp), with the lead customer’s forecasts now exceeding their initial plans,” Garrigan wrote in a note to clients. “The customer pipeline continues to broaden and AMD expressed confidence in surpassing the [greater than 80% long-term data AI CAGR over the next several years],” Garrigan wrote. He noted that while data center AI revenue fell modestly sequentially (due to China revenue declining to $0), both server CPUs and data center AI revenue are expected to grow double-digit percentages this quarter. “The Server CPU narrat...

bizoo_n/iStock via Getty Images German defense electronics group Hensoldt ( HAGHY ) ( HNSDF ) reported a sharp increase in first-quarter revenue on Wednesday, supported by new orders tied to infantry fighting vehicles and extended contracts related to the Eurofighter program. The company, which specializes in sensors and electronic warfare systems, posted revenue of 496 million euros ($580 million), up 25% from the same period last year. Hensoldt’s order backlog also climbed to a new high, reaching 9.80 billion euros at the end of the quarter, compared with 6.93 billion euros a year earlier. Chief Executive Oliver Doerre said the results reflect not only a broader strategic shift but also tangible demand translating into active procurement and program execution. “Our strong first quarter shows how this development is already being reflected in programs and procurement,” he said. Hensoldt supplies sensor systems for major defense platforms, including the Eurofighter Typhoon and the Puma infantry fighting vehicle. The company reaffirmed its full-year outlook, projecting revenue of about 2.75 billion euros and a book-to-bill ratio in the range of 1.5 to 2.0. More on HENSOLDT AG ADR Hensoldt: Why This Defense Selloff Could Be A Big Mistake HENSOLDT AG ADR (HAGHY) Q4 2025 Earnings Call Transcript HENSOLDT AG ADR 2025 Q4 - Results - Earnings Call Presentation European defense stocks dive as Ukraine peace hopes rise; construction and materials cos rise BofA shifts European defense picks toward missile, drone tech

US equity futures were higher pre-bell Wednesday as oil prices slipped and a peace agreement between