The SaaS-pocalypse has caused quite a violent reset in the valuations of many software stocks. And while the disruptive wave of AI might not yet be done marking down prices across the SaaS scene, I do think that it makes sense to at least check out the prices on merchandise, which some folks might see ... The Same AI Wave Crushing SaaS Stocks May Be About to Rescue These 3 Names

US President Trump and Chinese President Xi will discuss China’s purchases of Iranian oil, Trade Representative Jamieson Greer said on "Bloomberg Surveillance." The two leaders are scheduled to meet in Beijing on May 14 and 15. (Source: Bloomberg)

Welcome back to Bloomberg’s Real Estate Monitor , a weekly breakdown of emerging trends, strategic challenges and blockbuster deals shaping the industry. Sign up now if you’re not already on the list. This week, we’ll update you on the feud between New York’s mayor and Citadel’s Ken Griffin . There’s also a big data center IPO coming up, a rare bid to sell an Aspen hotel and some upbeat news for housing markets in the US , Canada and the UK . There’s more, too, so let’s get into it. — Christine Maurus Market Snapshot Vornado Realty Trust $30.26 +2.0% Equity Residential $66.25 +1.5% AvalonBay Communities Inc $185.25 +1.5% Blackstone Inc $122.72 -0.3% Market data as of 09:10 AM ET. Data is subject to provider delays. The big story The spat between financier Ken Griffin and New York City’s mayor has ticked up a notch or two. First, a quick catch-up: Last month, Mayor Zohran Mamdani singled out Griffin and his $238 million penthouse purchase in a now-viral video that touted a proposed tax on pricey pieds-a-terre and accused their buyers of not contributing enough to the city’s finances. That angered the billionaire Citadel chief, who threatened to back away from plans to build a new office skyscraper on Park Avenue. On Tuesday, Steven Roth, the CEO of Vornado Realty Trust, one of the partners on the office project, appealed to Mamdani to correct his “blunder” in making the social media post — one he called “irresponsible and dangerous” — and urged the mayor to be more welcoming to businesses. Roth, whose company also sold Griffin his penthouse at 220 Central Park South, said he still expects Griffin to remain committed to the $6 billion tower, which has been years in the making and is one of the most anticipated construction projects in Manhattan. Speaking on Vornado’s earnings conference call, Roth promised more clarity this summer. Griffin already has started to take control of the project, designed to bring the growing New York headcounts for Citadel and Citadel Secu...

格隆汇5月6日｜美国总统特朗普6日对《纽约邮报》表示，尽管有报道称美国和伊朗正接近结束战事，但现在谈美伊达成协议“为时过早”。 特朗普说，如果美伊在巴基斯坦首都伊斯兰堡达成协议，他会前往那里签署这一协议，但现在就着手筹备伊斯兰堡之行为时过早。“我想我们会去的，但距离太远了。”

Fan groups have called prices a ‘monumental betrayal’ Fifa collects 30% cut on resale markets Fifa president Gianni Infantino has defended World Cup ticket prices, insisting that football’s global governing body was obliged to take advantage of US laws that allow tickets to be resold for thousands of dollars above face value. Fifa has faced searing criticism over the cost of World Cup tickets, with fan organization Football Supporters Europe (FSE) calling the pricing structure “extortionate” and a “monumental betrayal”. FSE filed a lawsuit with the European Commission in March targeting Fifa over “excessive ticket prices” for the tournament. Continue reading...

If you wanted to short China at lunch and be flat by the closing bell, Direxion Daily FTSE China Bear 3X Shares (NYSEARCA:YANG) is the tool. The fund aims to deliver three times the daily inverse return of the FTSE China 50 Index, the basket of large Chinese names that trade in Hong Kong. It ... How Investors Lost 89% Betting Against China — Even When Their Prediction Was Correct

Meta Under Pressure as Major Publishers Challenge Llama AI Training Practices

參與美菲軍演的日本自衛隊，發射88式反艦導彈。在北京，外交部指責日方打著「安全合作」的幌子，加速「再軍事化」進程。 外交部發言人林劍稱：「日本曾對包括菲律賓在內的東南亞國家進行侵略和殖民統治，負有嚴重歷史罪責。在東京審判開庭80周年，這一特殊年份，曾經的侵略者，不僅未能深刻反省歷史罪行，反而打著所謂『安全合作』的幌子，向海外派遣軍事力量，發射進攻性導彈。這一動向再次說明，日本的右翼勢力正在推動日本加速『再軍事化』進程，不斷突破『專守防衛』和國際法、國內法相關規制，一些政策和行動，已經遠遠超出了自衛的範疇。」 林劍說：「歷史教育的嚴重欠賬，歷史觀的根本性錯誤，疊加強軍備戰的戰略圖謀，日本的『新型軍國主義』成勢為患，威脅地區和平穩定。我們敦促日方深刻反省軍國主義侵略歷史，在軍事安全領域恪守承諾、謹言慎行。」

格隆汇5月6日｜WTI原油跌幅收窄至5.8%，报97.31美元/桶，此前一度失守90美元/桶。

AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture — increased customization to better address evolving AI and cloud needs Tom's Hardware

Image source: The Motley Fool. Tuesday, May 5, 2026, at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

NVIDIA (NVDA.US) further invests in the optical communication sector! Acquires Corning (GLW.US) warrants for $500 million. 富途牛牛

Joe Raedle/Getty Images News The Walt Disney Company ( DIS ) shares rose ~7% premarket after the entertainment giant reported better-than-expected quarterly results, driven by improved streaming profitability and stronger guest spending across its resorts and cruise business. Adjusted earnings rose to $1.57 per share in the fiscal second quarter, topping analyst expectations of $1.50 per share. Revenue increased 7% year-over-year to $25.2B, also ahead of Wall Street estimates. Operating income across all three of its business divisions exceeded analyst expectations, while the company projected 12% earnings-per-share growth for the full fiscal year. Disney’s direct-to-consumer division, which includes the Disney+ streaming, delivered a double-digit operating profit margin for the first time, marking a major milestone in the company’s push to improve streaming profitability. The move could have implications beyond single-stock trading, with several exchange-traded funds exposed to Walt Disney Company ( DIS ) potentially benefiting from the rally, even as the stock remains down about 12% year-to-date. Among ETFs with notable Disney exposure 25 ETFs have Walt Disney Company within its Top 15 holdings as displayed below Motley Fool Value Factor ETF ( MFVL ): 4.93% Invesco S&P 500 Equal Weight Communication Services ETF ( RSPC ): 4.61% Communication Services Select Sector SPDR ETF ( XLC ): 4.56% First Trust S-Network Streaming and Gaming ETF ( BNGE ): 4.53% iShares Global Comm Services ETF ( IXP ): 4.44% Diamond Hill Large Cap Concentrated ETF ( DHLX ): 4.40% Fidelity MSCI Communication Services Index ETF ( FCOM ): 4.10% Vanguard Communication Services ETF ( VOX ): 4.04% Gabelli Opportunities In Live and Sports ETF ( GOLS ): 3.87% Invesco NASDAQ Internet ETF ( PNQI ): 3.68% Invesco Large Cap Value ETF ( PWV ): 3.10% Global X Millennial Consumer ETF ( MILN ): 2.99% iShares U.S. Consumer Discretionary ETF ( IYC ): 2.98% Global X PureCap MSCI Communication Services ETF ( GXP...

Micron (MU) Rockets 11% as AI Memory Crunch Pushes Market Cap Past $700B

AMD Delivers Blowout Q1 2026 Earnings on Surging AI Data Center Demand HotHardware

Key PointsSilicon Motion Technology produces critical components for the memory chips that go inside AI data center platforms.

Chichester Festival theatre David Haig shines as writer and star of this dramatisation about the fraught friendship of two entertainment giants and their debate over what is real or simply illusion The admirable actor David Haig has a sprightly sideline as a writer of historical bio-dramas. My Boy Jack (1997), about Rudyard Kipling’s mourning for a son killed in the first world war, and Pressure (2014), concerning the Scottish meteorologist charged with finding Gen Eisenhower’s weather window for D-day, is followed by Magic, dramatising the fraught friendship of two giants of entertainment between the wars: Sir Arthur Conan Doyle and Harry Houdini. It overlaps with My Boy Jack in that, like the author of The Jungle Book, the creator of Sherlock Holmes is grieving for a war victim son. The hope of a reunion brings the writer to the spiritualist movement but creates tension with Houdini, the illusionist convinced that seances are as much a theatrical pretence as his own escapes from straitjackets and water tanks. Happy to have the Scot as a fan, the Hungarian-American is alarmed to discover that the writer believes him to be blessed with supernatural powers. Continue reading...

Sentinel Capital Partners on Wednesday said it has agreed to sell NSI Industries to Hubbell ( HUBB ) for $3.0 billion. NSI manufactures and supplies branded electrical power components, including fittings, connectors, and wire management products, serving industrial, infrastructure, and commercial markets. Sentinel acquired NSI in 2024 and later sold its HVAC division to Lennox International for about $550 million, repositioning the company as a pure-play electrical products business. The deal is subject to customary closing conditions, the company said. Source: Press Release More on Hubbell Hubbell: More M&A And Improved Organic Growth Hubbell strikes $3B deal for NSI Industries to boost electrical portfolio Hubbell targets $19.30-$19.85 adjusted EPS in 2026 as it raises sales growth outlook to 8%-11%

Just How Big a Problem Could Amazon’s Cash Burn Rate Be? MarketBeat

格隆汇5月6日｜据CGTN，伊朗高级议员表示，美媒Axios的报道更像是美国的愿望清单而非现实，美国在这场注定失败的战争中，绝不可能获得任何其在面对面谈判中未能得到的东西。

Here are Wednesday’s top Wall Street analyst research calls: Advanced Micro Devices, American Eagle Outfitters, GlobalFoundries, IAC, Merck, Palantir Technologies, Reddit, and more MSN

格隆汇5月6日｜英国金融行为监管局(FCA)周三表示，正在调查万事达卡、PayPal和Visa，因其涉嫌在PayPal数字钱包的资金筹集和使用方面存在反竞争行为。FCA在一份简短声明中表示，目前尚未就是否违反竞争法得出任何结论或发现任何证据。

Image source: The Motley Fool. Tuesday, May 5, 2026, at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

hapabapa Palantir Technologies ( PLTR ) was upgraded to Buy at Argus after it reported what the investment firm called a “stellar” first quarter. Shares fell fractionally in premarket trading on Wednesday. “Palantir had another stellar quarter in 1Q and is both accelerating revenue and expanding margin as its core U.S. government business is reaccelerating and as it continues expansion into the U.S. commercial market,” analyst Joseph Bonner wrote in a note to clients. “This consistently strong fundamental performance comes against the backdrop of the PLTR shares being down more than 50% from their 2025 highs. Investors may have bunched Palantir in with others in the software technology industry that are believed to be vulnerable to disruption by GenAI models. Palantir's strong upward guidance revision in just the first quarter of 2026, as well as its actual results, provide a disconnect to the market's view—which we think can be exploited.” Bonner, who also raised his estimates on Palantir and put a $190 price target on the stock, said the expansion in the commercial market is likely to be a “key growth driver” over the following years. “As is the case with some others in the software industry, demand for the company's solutions is outstripping its ability to service new business,” Bonner added. “In our view, that is a high-class problem. Palantir is developing new, artificial intelligence-powered (AI-powered) applications and features to expand its business. While the PLTR shares have sold off in recent months, its valuation metrics remain exceptionally high. That said, we believe its fundamentals are also exceptionally strong.” More on Palantir Palantir: Hypergrowth Kicking In Palantir: Another Strong Earnings Report Palantir's Q1 Review: The Narrative Refuses To Turn, But It Should Army pushes tech giants, defense firms to 'hack’ weapons into AI-ready network Palantir stock drops despite strong results—These ETFs have the highest exposure

hapabapa Palantir Technologies ( PLTR ) was upgraded to Buy at Argus after it reported what the investment firm called a “stellar” first quarter. Shares fell fractionally in premarket trading on Wednesday. “Palantir had another stellar quarter in 1Q and is both accelerating revenue and expanding margin as its core U.S. government business is reaccelerating and as it continues expansion into the U.S. commercial market,” analyst Joseph Bonner wrote in a note to clients. “This consistently strong fundamental performance comes against the backdrop of the PLTR shares being down more than 50% from their 2025 highs. Investors may have bunched Palantir in with others in the software technology industry that are believed to be vulnerable to disruption by GenAI models. Palantir's strong upward guidance revision in just the first quarter of 2026, as well as its actual results, provide a disconnect to the market's view—which we think can be exploited.” Bonner, who also raised his estimates on Palantir and put a $190 price target on the stock, said the expansion in the commercial market is likely to be a “key growth driver” over the following years. “As is the case with some others in the software industry, demand for the company's solutions is outstripping its ability to service new business,” Bonner added. “In our view, that is a high-class problem. Palantir is developing new, artificial intelligence-powered (AI-powered) applications and features to expand its business. While the PLTR shares have sold off in recent months, its valuation metrics remain exceptionally high. That said, we believe its fundamentals are also exceptionally strong.” More on Palantir Palantir: Hypergrowth Kicking In Palantir: Another Strong Earnings Report Palantir's Q1 Review: The Narrative Refuses To Turn, But It Should Army pushes tech giants, defense firms to 'hack’ weapons into AI-ready network Palantir stock drops despite strong results—These ETFs have the highest exposure

Samsung reaches $1 trillion market cap on booming demand for high-bandwidth memory for AI.

伊朗高级议员于X平台表示，Axios的报道更像是美国的愿望清单，而非现实。美国在这场失败的战争中不会获得任何通过面对面谈判未能获得的东西。（路透）

通过地方政府债券“早发行、早使用、早见效”的策略，对稳增长形成有力支撑。 今年前4个月地方政府借钱规模创下同期历史新高。 根据财政部及地方公开发债等数据，今年前4个月全国发行地方政府债券约3.92万亿元，同比增长约10.8%。 “这体现了今年更加积极的财政政策明显靠前发力，通过地方政府债券‘早发行、早使用、早见效’的策略，对冲今年以来经济下行压力，对稳增长形成有力支撑。预计二季度地方政府债券迎来发行高峰。”同济大学经管学院教授钟宁桦告诉第一财经。 今年以来约4万亿元的地方政府债券发行有何特点？资金投向何处？成效如何？ 两条腿走路 为应对经济下行，今年中国继续实施更加积极的财政政策，其中一个重要政策工具正是通过发行较大规模地方政府债券推动重大项目建设，以扩大内需，促进经济发展。 地方政府公开发债数据显示，今年前4个月发行的3.92万亿元地方政府债券中，新增债券发行约1.65万亿元，同比增长10.4%；再融资债券发行约2.27万亿元，同比增长11.1%。 地方政府新增债券资金主要用于基础设施等重大项目、民生项目等的建设。而再融资债券的资金则用于偿还旧债，如偿还到期的地方政府债券本金、置换存量隐性债务等，即“借新还旧”。 中央财经大学教授温来成告诉第一财经，今年是“十五五”规划开局之年，为了实现良好开局，地方政府投资项目开工建设需求较大，因此前4个月新增债券保持较快发行，满足相关项目资金需求。 目前地方政府新增债券中，以新增专项债券为主。根据企业预警通数据，今年前4个月地方合计发行新增专项债券1.33万亿元，增长12.1%。其中约1.15万亿元投向项目建设，具体来看约28%的资金投向市政和产业园区基础设施、约19%投向交通基础设施、约13%投向保障性安居工程、约12%投向土地储备、约10%投向医疗、教育等社会事业、约7%投向农林水利等。 钟宁桦表示，从前4个月地方政府债券资金投向来看，传统基础设施建设依然是基本盘，同时资金明显向房地产相关的领域（如保障性安居工程、土地储备等）倾斜。此外，5G基站、算力中心等新基建项目的支持力度也在加大。 “近年来专项债资金支持城中村改造和收购存量商品房等，既盘活了存量资产，又为保障性租赁住房提供了房源，推动住房供给向‘市场+保障’双轨制转型，有利于稳定房地产市场。”钟宁桦说。 今年前4个月地方政府债券更多的资金依然用于“借新还旧”，尤其是...