The winger admitted using homophobic language towards Real Madrid's Vinicius Jr during a Champions League match in February.

Justin Sullivan/Getty Images News Gilead Sciences ( GILD ) is scheduled to announce Q1 earnings results on Thursday, May 7th, after market close. The consensus EPS Estimate is $1.91 (+5.5% Y/Y), and the consensus revenue estimate is $6.92B (+3.7% Y/Y). The biopharma firm closed its previous quarter with a double beat, although its 2026 EPS guidance was in the midpoint below consensus. Gilead said at the end of its last quarter that it expects a 2026 non-GAAP EPS of $8.45-$8.85 (midpoint $8.65). SA analyses ahead of the earnings have been largely cautious of the stock. Edmund Ingham noted that the company continues to rely heavily on its HIV division and has faced skepticism despite a recent $11B M&A spree targeting oncology and immunology. “I expect Q1 earnings to be somewhat underwhelming, with sluggish growth and minor IPR&D charges,” Ingham said. Another analysis by Daniel Schönberger suggests the recent acquisitions do not materially alter the investment thesis or valuation and “will take years to impact revenue.” Despite the watchful sentiment, investors can still look forward to relatively steady growth from the HIV franchise, which will enjoy patent protection into 2036. Over the last 2 years, GILD has beaten EPS estimates 100% of the time and has beaten revenue estimates 88% of the time. Over the last 3 months, EPS estimates have seen 4 upward revisions and 5 downward. Revenue estimates have seen 2 upward revisions and 5 downward. More on Gilead Sciences Gilead Sciences: Why I'm Tempted To Sell Ahead Of Q1 Earnings - But Won't Gilead Sciences Is Doubling Down On Acquisitions Gilead Sciences, Inc. (GILD) Discusses Proposed Acquisitions of Tubulis, Ouro and Arcellx and Strategic Pipeline Expansion Transcript Gilead Sciences snaps six straight sessions of losses Arcus halts Gilead-partnered late-stage trial for lung cancer drug

格隆汇5月7日｜据央视，由于美国对古巴长期的封锁制裁，古巴全国正在面临长时间停电与燃油短缺。据了解，为应对制裁封锁，古巴政府已在全国推进太阳能板的安装工作，可再生能源发电量已占全国发电量的约10%，较2024年的3.6%有所提升。不过目前太阳能板的普及范围依然有限，多数民众也无力负担相关费用。

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Demonstrators, angered by Russia’s inclusion at arts festival, shouted ‘Curated by Putin, dead bodies included’ The Russian pavilion at the Venice Biennale was forced to temporarily shutter its doors on the second day of the preview after the activist group Pussy Riot staged a chaotic protest against the country’s inclusion in the art festival. Wearing pink balaclavas, the protesters ran towards the Russian pavilion where they gathered outside and lit pink, blue and yellow flares while playing punk music and shouting slogans, including “Blood is Russia’s Art”. Continue reading...

"Data Centers Require Reliable And Predictable Energy": Riot Partners With Terrestrial Energy Riot platforms announced a collaboration with Terrestrial Energy to pair future data centers with co-located nuclear reactors . The two companies are evaluating deploying Terrestrial’s Integral Molten Salt Reactor (IMSR) plants to existing Riot facilities in Texas and Kentucky, as well as multiple other potential sites. The headline comes on the same morning as reactor development peer NANO Nuclear announced a strategic MOU with Supermicro… NANO Nuclear Soars On Strategic MOU With Supermicro For Powering AI Data Centers https://t.co/8evwYdhjZC — zerohedge (@zerohedge) May 6, 2026 Following deals that have been announced recently from hyperscalers like Meta, Amazon, Google, and Microsoft, data center developers are now being more vocal than ever about their needs for reliable energy . “ Our data centers require reliable and predictable energy at the scale demanded by today’s hyperscale customers ,” said Jason Les, CEO of Riot Platforms. “Partnering with Terrestrial Energy positions our facilities at the forefront of data center deployment, utilizing clean energy and benefitting both our customers and the communities we operate in. The consistent baseload of power required by data centers presents an ideal pairing for development alongside Terrestrial’s IMSR Plants.” The press release is notably lacking on any sort of timeline description for Terrestrial actually making any progress towards reactor construction. Terrestrial is significantly behind almost all of its market peers , including Oklo and NANO Nuclear. Oklo has made significant progress with constructing a sodium-cooled reactor at INL with the potential to take the reactor critical as early as this summer. NANO Nuclear has begun early site work and recently submitted a construction permit application to the NRC for deployment of their KRONOS reactor in Illinois. Terrestrial only has some recent document approvals fr...

Anthropic PBC has signed an agreement with Elon Musk ’s SpaceX to bolster its computing resources and meet surging demand for its Claude artificial intelligence software. Anthropic plans to access more than 300 megawatts of computing capacity from a large SpaceX data center in Memphis known as Colossus 1, the companies said on Wednesday. Anthropic said the partnership would “substantially” increase its computing resources and enable it to raise usage limits for its AI products. Terms of the deal were not disclosed. The arrangement brings together two competitors in the race to develop more advanced AI systems. Anthropic has seen demand for its AI products surge in recent months as more customers flock to use its tools to streamline the process of coding and other tasks. In addition to SpaceX, Anthropic has also tapped Alphabet Inc. ’s Google for chips and cloud services. Though Musk’s xAI is behind on coding, the AI startup – now part of SpaceX – has been ahead of some in building data centers and stockpiling Nvidia Corp. chips. XAI’s computing deals could position the company as an infrastructure provider and drive up revenue as SpaceX prepares to go public. Musk’s company previously agreed to provide some of its computing resources to AI coding startup Cursor as part of a deal that would see both firms collaborate. XAI has been building data centers in Tennessee and Mississippi, and has raised capital to rent the chips for the facilities. SpaceX also recently estimated in a local filing that a chip factory it plans to build along with Tesla Inc. will cost at least $55 billion. The “next-generation, vertically integrated semiconductor manufacturing and advanced computing fabrication facility” may be located in Grimes County, Texas, according to a public notice. The estimated total capital investment could rise to $119 billion if additional phases of the project are completed. As part of the new agreement, Anthropic said it has also “expressed interest in partnering...

halbergman/iStock via Getty Images As the Middle East tension remains intense, oil prices continue to soar above $100 per barrel. While this can be alarming for various industries, US oil producers are digging and producing gems. Things are more interesting in large, established, and strategically positioned players like Occidental Petroleum Corporation ( OXY ). Even so, OXY stays attractive at its price as valuation shows huge upside potential. Technicals adhere to it as bullish signals strengthen. OXY Q1 2026: A Strategic Start The oil and gas sector has seen sharp price swings amid intense and volatile market and geopolitical conditions across different parts of the world. Yet, many players like Occidental Petroleum Corporation remain strong as they refocus on what they do best and what the market needs more. We have seen this in its most recent performance. In Q1 2026, its operating revenue amounted to $5.23B , short of the consensus estimate of $5.67B. This was also a decrease of 8.24% YoY from $5.70B. Various factors contributed to this. One was the lower oil price in January and the first half of February, which affected its oil sales. You can see its lower net realized price of oil. Second was the decreasing natural gas price. Third, and most importantly, was the sale of international parts of its chemical operations through OxyChem. This was aimed at reducing its debt from the Anadarko acquisition years before. Realized Prices (OXY Q1) Even so, its production became a bit more robust during the quarter. And I think we can attribute this to the sudden price spikes in March. Oil production in domestic and international markets both increased YoY and QoQ. And I think this trend will continue this quarter as oil prices further rise to above $100 per barrel amid the war and the Strait of Hormuz blockade. Production Volume (OXY Q1) Meanwhile, the operating costs and expenses increased at a manageable rate despite stubborn inflation and skyrocketing oil prices in ...

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格隆汇5月7日｜锡连续主力合约日内涨5%，现报425160.00元。

J Studios/DigitalVision via Getty Images The Western Asset High Income Fund II ( HIX ) is a closed-end fund that investors who are in search of a high level of current income from their portfolios might turn to in an effort to achieve their goals. At first glance, the fund appears to be an excellent choice for anyone who is in pursuit of income as it boasts a substantial 14.74% current yield, which is far higher than just about any index fund and nearly any other closed-end fund delivers. In addition to this, the Western Asset High Income Fund II has maintained its distribution at the current level since early 2020 and the most recent change to the distribution was an increase, so it has proven itself to be a reliable provider of income for quite some time. Unfortunately, though, the fund’s distribution has actually gone down in real terms due to the persistent inflation that the economy has suffered since early 2020, and the fund has been failing to cover its distribution for a while now. As a result, its total returns have been far less than those of funds with lower yields. As one of the most important tasks for an income investor is to preserve their wealth, the persistent net asset value destruction here is very undesirable, even though it does result in greater current income. About The Western Asset High Income Fund II The website for the Western Asset High Income Fund II states that the fund has the primary objective of providing its shareholders with a high level of current income. This makes sense given the fund’s strategy, which the website describes thusly: [The Fund] offers a leveraged portfolio of high-yield corporate debt securities from both the U.S. and non-U.S. corporations, with strategic allocations to emerging markets and derivatives. This description is clearly that of a junk bond fund, although this fund is not one that is limited only to investing in the United States. Rather, it can include both American and foreign security exposure, which ...

Advanced Micro Devices (AMD) reported solid results and an upbeat outlook but further outperformance

Earnings Call Insights: Reynolds Consumer Products (REYN) Q1 2026 Management View "Our strong first quarter results reflect our team's consistent execution across the entire organization" and "with 7% revenue growth, we outperformed our categories by two points and gained share across the majority of our portfolio" (President, CEO & Director Scott Huckins). "The private label bid losses we discussed in February impacted our Q1 results as expected, representing roughly a 3-point headwind" and "we made strong progress during our spring resets with net distribution wins across key categories" (President, CEO & Director Huckins). "Beginning January 1, we realigned our operating segments" by creating "Hefty Waste and Clean-Up" and "Hefty Storage and Organization," while renaming Reynolds Cooking & Baking to "Reynolds Cooking & Kitchen Essentials" and Hefty Tableware to "Hefty Home and Tableware" (President, CEO & Director Huckins). "In our Reynolds Cooking and Kitchen Essentials business, we continue to gain share in both parchment and foil" with "parchment volumes outperforming the category by 10 points and foil volumes outperformed the category by four points" (President, CEO & Director Huckins). "We delivered net revenues of $877 million" and "adjusted EBITDA of $131 million" (Chief Financial Officer Nathan Lowe). Outlook "We are reiterating our full year '26 net revenue outlook of minus 3% to plus 1% compared to 2025 net revenues of $3.7 billion" (Chief Financial Officer Lowe). "We continue to expect net income and adjusted net income to be $331 million to $343 million" and "full year EPS and Adjusted EPS to be $1.57 to $1.63" (Chief Financial Officer Lowe). "Second quarter 2026 net revenues are expected to be minus 2% to plus 1% compared to second quarter 2025 net revenues of $938 million" and "earnings per share and adjusted earnings per share in a range of $0.39 to $0.43" (Chief Financial Officer Lowe). Compared with the prior quarter’s positioning, management aga...

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Amazon (NASDAQ: AMZN) has developed quite the chip business. Its chip revenue increased 40% consecutively in the first quarter, and there was a triple-digit percentage increase in the run rate. As a stand-alone business, it's one of the three largest data center chip companies in the world. But on the first-quarter earnings call, CEO Andy Jassy reassured listeners that it maintains a strong relationship with Nvidia (NASDAQ: NVDA) , the top artificial intelligence (AI) chip company. In fact, what he said implies great news for Nvidia shareholders. Jassy has said many times that Amazon's goal is to offer the broadest assortment of AI features and services. It's the top cloud infrastructure company in the world, with many major global names on its platform. But it also has a huge number of smaller clients that aren't looking to create the most sophisticated apps on the planet, and are looking for budget options for developers. To meet needs across the spectrum, it has designed its own Trainium, Graviton, and Nitro chips. Continue reading

MSFT posts 18% revenue growth as AI and cloud surge, but rising capex, margin pressure and competition suggest investors may want to hold off on new buys.

Earnings Call Insights: Gladstone Commercial Corporation (GOOD) Q1 2026 Management view “During the quarter, we renewed or leased over 773,000 square feet of industrial and 32,000 square feet of office, resulting in an increase in straight-line rent of over $86,000 annually,” said CEO & President Arthur Cooper. Cooper said the company “did not sell any properties in Q1 '26, but we did sell a portion of one parcel of land with a gain on sale of approximately $1.8 million,” and reiterated that management is “steadfast” on “growing our industrial concentration” and “disposing of noncore assets and strategically redeploying those proceeds into quality industrial assets.” Cooper highlighted current portfolio metrics, saying the quarter showed “100% collection of rents -- of cash-based rents for the period, 98.7% occupancy across the portfolio, 7.3-year average remaining lease term.” Cooper framed the strategic target and office posture for 2026: “we're working toward our near-term goal of [70%] industrial annualized straight-line rent,” while adding, “While we do not have a time line for the disposition of all of our office properties, we are keenly focused on growing the industrial concentration of our portfolio.” “FFO and core FFO per share available to common stockholders were both $0.35 per share, respectively, for the quarter,” said Executive VP, CFO & Assistant Treasurer Gary Gerson. Outlook Cooper said, “Looking ahead to 2026, we remain focused on evaluating opportunities for high-quality industrial assets that are mission-critical to tenants and industries and accretive to our long-term strategy.” Cooper said capital sources include “our increased line of credit, access to private placement bond market, cash on hand and ability to raise money at our ATM,” adding, “we are positioned to deploy capital into accretive industrial acquisitions and portfolio improvements.” In Q&A, Cooper described near-term acquisition expectations: “We have 2 transactions currently tha...

A gas station sign displays prices in Washington, D.C., U.S., May 1, 2026. Annabelle Gordon | Reuters Lower-income consumers are compensating for higher gas prices by buying less while those in higher income brackets haven't changed their behavior much at all despite soaring costs, according to research released Wednesday by the Federal Reserve of New York. In fact, during the March energy price spike, households earning less than $40,000 a year increased gas spending by the least of all income groups. The group accelerated nominal gas spending by just 12%, the product of cutting consumption by 7%, according to a blog post by New York Fed researchers. By comparison, high-income households, defined as those earning more than $125,000 a year, raised their spending by 19%, as they only cut real gas consumption by 1%. "Thus, the K-shaped consumption pattern in both nominal and real gasoline spending was strongly evident in March 2026," researchers Rajashri Chakrabarti, Thu Pham, Beck Pierce, and Maxim Pinkovskiy said in the post. The so-called K-shaped economy has been a byproduct of the post-Covid period. Economists say those at the lower end of the spectrum have seen significantly less growth than their wealthier peers, who have benefited from a surge in asset values , such as stocks and real estate. Inflation also has been a major contributor to the disparity in growth rates. watch now VIDEO 3:37 03:37 Inflation will moderate once this war ends, says UBS' Alan Rechtschaffen Money Movers Consumer prices have risen about 28% since March 2020, when the pandemic was first declared, according to Bureau of Labor Statistics data. At the same time, average hourly earnings have grown only 30%, meaning wages have been essentially flat. Fed Chair Jerome Powell has pointed out repeatedly that the current era of inflation has had a much larger impact on those least able to afford higher prices. Prices have been running ahead of the Fed's 2% inflation target for the past five year...

Earnings Call Insights: Bristow Group (VTOL) Q1 2026 Management View "Bristow's first quarter financial results place us on track for what is expected to be a transformational year for the company" (President, CEO & Director Christopher Bradshaw), while "affirm[ing] our financial guidance ranges for 2026" that "notably reflect adjusted EBITDA growth of approximately 25% year-over-year" (President Bradshaw). "Bristow's total revenues were $11.4 million higher compared to Q4 2025" (Senior VP & CFO Jennifer Whalen), driven "primarily due to increased activity in our Government Services business and increased rates and activity in certain of our key Offshore Energy Services" (Senior VP Whalen). She added, "Adjusted EBITDA was $0.9 million lower in Q1, mainly due to higher repair and maintenance costs and lease and equipment costs across our segments" (Senior VP Whalen). "During the quarter, the company recognized additional noncash depreciation expense of $6.4 million related to S76D medium helicopters" (Senior VP Whalen) as Bristow "finalizes plans to return this model and transition to newer models" (Senior VP Whalen). "The company plans to complete this transition of models by early 2027 and expects to recognize approximately $24 million of additional depreciation expense through the transition period" (Senior VP Whalen). "In January, Bristow closed a private offering of $500 million senior secured notes due in 2033 with a coupon of 6.75%" (Senior VP Whalen), and "used a portion of the net proceeds to redeem its existing 6.875% senior notes" (Senior VP Whalen). She described the refinancing as "an upsized deal at a lower coupon rate and extended maturity" (Senior VP Whalen). Outlook "We are affirming our 2026 guidance ranges of $1.6 billion to $1.7 billion for total revenues and $295 million to $325 million for adjusted EBITDA" (Senior VP Whalen). Segment ranges reiterated included "2026 OES revenue guidance range" of "$1 billion and $1.1 billion" and "2026 adjusted ...

Earnings Call Insights: CDW Corporation (CDW) Q1 2026 Management View "The team delivered a strong start to the year in a complex and fast-moving environment." (Chair of the Board, President & CEO Christine Leahy) "For the quarter, consolidated net sales increased 9% year-over-year." (Chair of the Board, President & CEO Leahy) "Our ability to address the shift in near-term customer priorities and meet ongoing AI hardware infrastructure investment fueled strength across networking, storage, servers, power and cooling, which drove heavier infrastructure hardware mix in the quarter." (Chair of the Board, President & CEO Leahy) "We are building CDW to be AI first and outcome obsessed." (Chair of the Board, President & CEO Leahy) "We expect the benefits from Geared for Growth enterprise initiatives to begin flowing through in the back half of this year, building over time." (Chair of the Board, President & CEO Leahy) "To address this constraint, we have finalized a relationship with provider Boost Run to deliver our customers access to high-performance AI infrastructure through a flexible GPU-as-a-service model." (Chair of the Board, President & CEO Leahy) "First quarter gross profit of $1.2 billion was up 6% year-over-year." (CFO & Executive VP of Enterprise Business Operations Albert Miralles) "First quarter gross margin of 21% was down 60 basis points over the prior year's first quarter, but remains resilient given the demand environment and mix of the business." (CFO & Executive VP Miralles) Outlook "We continue to approach the year with discipline and prudence and are maintaining our view for the U.S. IT addressable market to grow in the low single digits in 2026 on a customer spend basis with 200 to 300 basis points of CDW outperformance." (Chair of the Board, President & CEO Leahy) "We now expect gross profit to grow in the range of low to mid-single digits for the full year 2026." (CFO & Executive VP Miralles) "Finally, we continue to expect our full year non-GAA...

Earnings Call Insights: Flowco Holdings Inc. (FLOC) Q1 2026 Management View "Flowco delivered a solid start to 2026 during the first quarter, generating adjusted EBITDA growth and consistent execution across both operating segments," said Joseph Edwards (President, CEO & Director), adding, "We generated $85.5 million of adjusted EBITDA during the quarter, at the upper end of our guidance range" and "We sustained our industry-leading margins." Edwards highlighted cash generation and shareholder returns: "During the first quarter, we generated $52 million of free cash flow, enabling us to reduce debt while continuing to return capital to shareholders through dividends and share repurchases," and said, "Pro forma for the Valiant transaction, we remain conservatively leveraged with ample liquidity." On product momentum, Edwards said, "Rental revenues increased approximately 9% sequentially," driven by "steady demand across our surface equipment and vapor recovery rental solutions as well as our newly added ESP offering acquired with Valiant," while also stating, "rental revenue represented nearly 60% of total revenue during the quarter." On Valiant integration and synergy targets, Edwards said, "Valiant performed slightly ahead of expectations in March and the integration is off to a very strong start," and cited examples including, "the Valiant team is now utilizing Flowco's in-house ESP cable installation capabilities" and "we are leveraging insights from ESPs on Valiant's well monitoring platform, Optimus." Jonathan Byers (Chief Financial Officer) framed the quarter as "at the higher end of our guidance range," and reported, "Total revenue increased 6% sequentially to $209 million" and "adjusted EBITDA margins of 40.8%." Outlook Edwards guided, "we are forecasting another quarter of profitable growth in the second quarter of 2026 with adjusted EBITDA expected to be in the range of $93 million to $97 million," adding, "We will benefit from a full quarter of contributi...

Earnings Call Insights: Kyndryl (KD) Q4 fiscal 2026 Management View Martin Schroeter (Chairman & CEO) said fiscal 2026 delivered “adjusted pretax income growth and margin expansion” and “over $400 million in free cash flow,” while noting “an environment that has continued to extend sales cycles and weighed on our revenue and signings performance.” Schroeter emphasized continued investment in “Kyndryl Consult, our alliance partnerships and our agentic AI capabilities,” and tied profitability progress to “the successful execution and continuation of our advanced delivery initiative, the increasing use of AI across our own operations and the new workforce rebalancing actions.” Schroeter said Kyndryl Consult produced “double-digit revenue growth” in fiscal 2026 and added, “We exited the year with Kyndryl Consult signings exceeding revenue,” positioning it for “another year of strong Consult revenue growth.” On alliances, Schroeter said hyperscaler-related revenue “realized nearly $2 billion in revenue in fiscal '26,” and described private cloud as “an important growth vector,” citing partners including Broadcom, Dell, and HPE. Harsh Chugh (Interim Chief Financial Officer) reported, “For fiscal year 2026, we generated $15.1 billion of revenue,” and said the company exited the year with “total signings of $13.5 billion,” with both pressured by “extended sales cycles… and the evolution of our relationship with IBM.” Outlook Harsh Chugh (Interim CFO) guided, “Our outlook for adjusted pretax income is in the range of $600 million to $700 million,” and said it “includes approximately $200 million of charges associated with the workforce rebalancing actions,” expected “substantially in the first quarter of fiscal 2027.” Chugh said, “We expect our adjusted pretax income less cash taxes… to convert to free cash flow in the range of $400 million to $500 million,” and described timing: “the first half of the year, particularly our first quarter will be a significant user of cash.”...

Earnings Call Insights: Clear Secure (YOU) Q1 2026 Management view "We ended this quarter with 41 million total CLEAR members, driving bookings of $292 million and free cash flow of $185 million." (Chairman & CEO Caryn Seidman-Becker) "eGates now cover over 50% of our network, and we plan to exceed 80% by the end of the second quarter." (Chairman & CEO Seidman-Becker) "Average wait time for CLEAR Plus members is now under 1 minute." (Chairman & CEO Seidman-Becker) "Demand for CLEAR Concierge continued to increase dramatically during the quarter... This is a high-margin, high-touch service, and we are aggressively scaling it to major cities nationwide." (Chairman & CEO Seidman-Becker) "CLEAR1 is our answer." (Chairman & CEO Seidman-Becker) "This quarter, we achieved significant year-over-year growth driven by almost 2x the amount of signed deals and a record number of large multiyear enterprise contracts." (Chairman & CEO Seidman-Becker) "Our first quarter results reflect step change growth, continued margin expansion and accelerating free cash flow generation." (Chief Financial Officer Jennifer Hsu) "In Q1, we delivered over 40% bookings growth and approximately 32% adjusted EBITDA margins while also doubling our absolute free cash flow year-over-year to $185 million." (Chief Financial Officer Hsu) "We ended the quarter with $800 million of cash and marketable securities on our balance sheet." (Chief Financial Officer Hsu) Outlook Revenue guidance for Q2 of $268 million to $271 million vs. $256,493,140 (analysts’ estimate). (Chief Financial Officer Hsu) "For Q2, we expect revenue of $268 million to $271 million and total bookings of $280 million to $285 million, representing 22.8% and 26.7% growth at the midpoint, respectively." (Chief Financial Officer Hsu) "We are increasing our 2026 full year free cash flow guidance from at least $440 million to at least $465 million." (Chief Financial Officer Hsu) Compared with the prior quarter call, management previously guide...

【有線新聞】以色列在停火期間空襲黎巴嫩首都貝魯特。 貝魯特凌晨有建築物遇襲後冒出濃煙。以色列總理內塔尼亞胡指行動目標是真主黨精銳拉德萬部隊的一名高級指揮官。 今次是以色列和黎巴嫩自上月中達成停火協議後，以軍首度空襲貝魯特。黎巴嫩總理薩拉姆強調鞏固停火協議是雙方展開新一輪談判的基礎，期望以軍制定撤軍時間表，黎巴嫩則繼續推進武器管制計劃，重申不尋求雙邊關係復常，期望實現和平，又認為討論雙方高層官員會面是言之尚早。