Win McNamee/Getty Images News Fannie Mae ( FNMA ) and Freddie Mac ( FMCC ) IPOs are totally at the discretion of President Donald Trump, the Federal Housing Finance Agency director Bill Pulte told CNBC News in an interview. "One of the things that we are laser-focused on is that he has all the options available to him," said Pulte when asked about the timing of the IPOs. "We have done a great job at stripping SG&A out of both Fannie and Freddie," he said. "These two companies are running like real companies now." "I know there are a lot of people who want to see it happen sooner or want to see it happen in a certain way. But it is all up to President Trump," said the FHFA director. With a view to making housing affordable in the U.S., Pulte had been working with homebuilders. He said his agency will soon have an announcement "with a couple of builders". "The punchline is that the Trump administration is very focused on Fannie and Freddie, and Fannie and Freddie provide a lot of liquidity to these homebuilders," he said in the interview. "So, we are really looking for engaged partners and people who are helping people get in homes at an affordable price point. Homebuilders have a real opportunity here. They have two million lots that are not being used that they can put on the ground," he noted. Top homebuilders include D.R. Horton ( DHI ) (+1.60% to $148.81 Wednesday afternoon), PulteGroup ( PHM ) (+2.04% to $120.38), Lennar ( LEN ) (+2.56% to $88.41), NVR ( NVR ) (+1.18% to $6,075.00), and Toll Brothers ( TOL ) (+2.35% to $140.50). FNMA was 0.25% higher at $8.08, while FMCC was +1.69% to $7.22. More on Fannie Mae, Freddie Mac Federal Home Loan Mortgage Corporation (FMCC) Q1 2026 Earnings Call Prepared Remarks Transcript Federal Home Loan Mortgage Corporation 2026 Q1 - Results - Earnings Call Presentation Federal National Mortgage Association (FNMA) Q1 2026 Earnings Call Prepared Remarks Transcript Fannie Mae downgraded at Wedbush after Q1 earnings over no IPO news ...

Photon-Photos Mining stocks staged a broad rally Wednesday, with a roster of gold and precious metals producers posting double-digit gains as stronger-than-expected earnings collided with a fresh jump in bullion prices. Gold’s spot price climbed 2.8% to $4,681.23 an ounce by early afternoon, extending its run as a macro anxiety barometer, even as it remains below its January peak of $5,608.35. Earnings winners lead the charge Among the biggest catalysts were earnings beats from SSR Mining ( SSRM ), IAMGOLD ( IAG ) and Pan American Silver ( PAAS ), all of which reported results that topped Wall Street expectations and helped anchor the rally. SSR Mining ( SSRM ) led the group, jumping 14.4% to $32.33 by 1 p.m. Eastern Time. IAMGOLD ( IAG ) rose 13.2% to $18.47, while Pan American Silver ( PAAS ) gained 11% to $56.08. The trio’s results reinforced a simple narrative investors have been waiting for: higher gold prices are finally flowing through to earnings in a meaningful way. Broad-based gains The rally extended well beyond the earnings names, suggesting a rising tide effect rather than a stock-picking exercise. NovaGold Resources ( NG ) climbed 14.3%, Sibanye Stillwater ( SBSW ) added 13.9% and Americas Gold and Silver ( USAS ) rose 13.6%. Impala Platinum ( IMPUY ) gained 11.3%, Harmony Gold ( HMY ) advanced 11% and DRDGOLD ( DRD ) rose 10.7%. Even smaller and more speculative names joined the move. Idaho Strategic Resources ( IDR ) climbed 10.9%, while Lithium Argentina ( LAR ) rose 10.5%, despite not being a pure gold play. Gold prices do some heavy lifting The sector’s momentum comes as gold continues to benefit from a mix of geopolitical tension, inflation concerns and shifting rate expectations. While the metal remains off its record high, the current price level still represents a historically elevated backdrop for producers. That dynamic is particularly powerful for miners, whose cost structures tend to be relatively fixed in the short term. When gold prices ...

Celtic could yet have another successful domestic season despite a rancorous and turbulent campaign. But is lots of change at the club inevitable even with success?

伊朗常驻联合国代表团当地时间5月6日表示，霍尔木兹海峡问题的唯一切实可行解决方案就是永久结束战争，解除海上封锁，恢复正常通行。代表团还表示，美国以“航行自由”为借口，在联合国安理会推进一项不完整且带有政治动机的决议草案，目的是推进其政治议程并合法化其非法行为，而非解决危机。美国和以色列2月28日对伊朗发动军事打击后，伊朗封锁了霍尔木兹海峡。美国自4月13日起对往来伊朗港口的船只实施封锁。目前，美伊谈判目前陷入僵局，霍尔木兹海峡通航持续受阻。 (央视新闻)

Richard Drury/DigitalVision via Getty Images YTD Asset Class Returns Diversification beyond US stocks and bonds is paying off. US stocks have earned 6% through 4/30/26 and US Bonds have eked out a 0.1% return. By contrast crude oil is up 113% and commodities are up 49%. Capital Spectator Diversification Benefits The target date fund ( TDF ) industry is mostly invested in US stocks and bonds, which are being outperformed so far this year by other asset classes. Consequently, diversified funds at all risk levels and ages are outperforming the TDF industry. Are your investments diversified? Target Date Solutions and S&P Economic indicators are flashing red while the stock market soars US stocks are up 30% for the year ending 4/30/26 and are forecast to continue rising. But the US economy is weak as revealed in economic indicators. Seeking Alpha and Capital Market Consultants Our debt has reached levels last seen after World War II Our individual share of our $39 Trillion debt (with a T) is $357,000 and growing about 5% per year. Debt-to-GDP has reached 122%, exceeding the 121% level reached after WWII. We owe a lot, but no one wants to pay. We’re handing the bill to future generations who will eventually refuse to pay, leading to the inflationary effects of monetization. TrendMarkets, DEbt Clock and Target Date Solutions Conclusion These are challenging times that warrant concern and protection. Venezuela’s stock market taught a lesson in 2016 when the Venezuelan stock market performed best in the world while its inflation skyrocketed, earning 114% versus 13% on the Dow. This event has direct application to the recent US stock market. Some believe that stocks protect against inflation, but stocks are actually not a good inflation hedge. As summarized in this JP Morgan article , the better inflation hedges are: 1)Commodities and gold 2) Core real asset alternatives: real estate, infrastructure and transport 3) Less-correlated hedge fund strategies (e.g., macro hedge fun...

The S&P 500 Index ($SPX ) (SPY ) today is up +1.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.44%. June E-mini S&P futures (ESM26 ) are up +1.19%, and June E-mini Nasdaq futures...

Apple Talks Just Changed Everything for Intel The Globe and Mail

Source: Bloomberg, 5:33

Palantir Grew Revenue 85% but Is Down 23% This Year. Our Model Has a Price Prediction That May Surprise You 24/7 Wall St.

Palantir has whipsawed traders all year, but the latest Q1 earnings reset the conversation. Palantir (NASDAQ:PLTR) just delivered another blowout quarter, raised full-year guidance, and absorbed multiple analyst upgrades, yet the stock still sits well below its 52-week high. Our model says that gap is an opportunity. Our 24/7 Wall St. price target for Palantir ... Palantir Grew Revenue 85% but Is Down 23% This Year. Our Model Has a Price Prediction That May Surprise You

Memory Makers Are the Hottest Thing in Tech. Are They Making Too Much Money? WSJ

当地时间5月6日，伊朗常驻联合国代表团表示，霍尔木兹海峡问题的唯一切实可行解决方案就是永久结束战争，解除海上封锁，恢复正常通行。代表团还表示，美国以“航行自由”为借口，在联合国安理会推进一项不完整且带有政治动机的决议草案，目的是推进其政治议程并合法化其非法行为，而非解决危机。美国和以色列2月28日对伊朗发动军事打击后，伊朗封锁了霍尔木兹海峡。美国自4月13日起对往来伊朗港口的船只实施封锁。目前，美伊谈判目前陷入僵局，霍尔木兹海峡通航持续受阻。（央视新闻）

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Super Micro forecast June-quarter profit above estimates after adjusted gross margin reached 10.1% in the fiscal third quarter.

EDSA 8-K及美國證券交易委員會申報文件 Yahoo 財經

格隆汇5月7日｜美国军方：周三，美军在阿曼湾使一艘悬挂伊朗国旗、试图驶向伊朗港口的空载油轮丧失能力。

NextDecade sees Middle East conflict boosting long-term LNG ship charters Reuters

monsitj/iStock via Getty Images Equities entered 2026 at near record highs, following three straight years of very strong gains powered by the AI boom, with leading mega-tech stocks occupying an increasingly dominant percentage of the S&P 500 ( SPY ). Data by YCharts Additionally, there was reason to be optimistic heading into 2026 as well, with significant AI-related capex commitments and the potential for a renaissance of U.S. manufacturing as a result of U.S. trade deals pursued the year before. On top of that, the economy seemed to weather tariff-related disruptions from the year prior quite well. However, the first four months of the year have been challenged by geopolitical and macroeconomic turmoil, with the U.S.-Israeli war against Iran causing oil prices to spike as the ability for energy to travel through the Strait of Hormuz has been significantly disrupted. This skyrocketing oil price has spread fears of potential re-acceleration of inflation as well as potentially even recession risk, while further tying the hands of the Federal Reserve and reducing its ability to cut rates further to support economic growth. At the same time, market valuations, after their recent strong bull run and strong recovery from their initial pullback to start 2026, continue to appear to be quite overvalued. This article will go into more detail on these factors and also discuss some others to explain why I think that the market may be facing a material pullback in the near future and then share how I am positioning my portfolio to weather such a potential storm. Higher For Longer: Rate Trap Tightens Around Market One of the biggest reasons why the market appears due for a pullback is the fact that interest rates are likely to remain higher for longer. Part of the argument for a higher stock market in recent years, beyond the AI boom, is that the Fed was finally in a position to begin cutting rates, as some cracks in the economy were starting to emerge, especially in the labor ...

Artificial intelligence is driving a massive chip stocks rally. Several data points indicate that the rally is getting slightly ridiculous.

Image source: The Motley Fool. Wednesday, May 6, 2026 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

The largest safety net hospital in Minnesota is at risk of closing, with administrators seeking rescue funding from the state to keep the facility’s doors open. Hennepin County Medical Center in downtown Minneapolis, part of the public Hennepin Healthcare System, operates one of the state’s busiest emergency departments and treats patients who are mostly uninsured or reliant on public insurance like Medicaid. Deteriorating financial conditions have led officials to warn the hospital could take steps to begin the closure process as early as June without financial assistance. Closing it — or even cutting major services — would severely damage the health infrastructure of the region, they say. State lawmakers are now racing to find even a temporary funding solution before the legislative session ends on May 18. Several bills have been introduced, and one that passed the state senate last week would provide $150 million for the hospital. Lawmakers are also discussing a separate proposal that would repurpose and raise a county sales tax that originally funded the construction of Target Field, where the Minnesota Twins play. The issues that brought HCMC to this breaking point are playing out in safety net hospitals across the country. The medical facility has seen a spike in uncompensated care costs, and officials there predict the system will lose $1.7 billion in Medicaid revenue alone over the next decade as new federal cuts to the program take effect. “What’s happening in Minnesota to HCMC and to all of our health systems is not unique,” said Jan Malcolm, senior adviser on hospitals and health systems to the governor’s office, speaking at a committee hearing in late April. “They literally are all moving in the same direction.” Read More: How Medicaid Cuts Will Hit Low-Income Americans: QuickTake President Donald Trump ’s One Big Beautiful Bill Act passed last year cuts nearly $1 trillion over ten years to Medicaid. That means an estimated 11.8 million Americans could l...

Images By Tang Ming Tung/DigitalVision via Getty Images The energy ( USO ) ( BNO ) price shock triggered by Iran’s closure of the Strait of Hormuz has created a stark divide in how U.S. households are coping at the gas pump, according to research released by the Federal Reserve Bank of New York on Wednesday. National gasoline ( UGA ) ( BOIL ) prices have surged to multi-year highs amid the Middle East conflict, but the burden fell unevenly across income groups, creating what researchers describe as a “K-shaped” consumption pattern. Specifically, high-income households—those earning over $125K annually—increased their nominal gas spending by 19% in March while barely changing their actual fuel consumption, cutting back just 1%, the New York Fed wrote in a blog post. Meanwhile, low-income households earning under $40K slashed their real gas consumption by 7% yet still saw spending rise 12% due to soaring prices. “Low-income households decreased real consumption of gasoline but still saw sharply increased nominal spending because of the rise in gas prices,” wrote researchers Rajashri Chakrabarti, Thu Pham, Beck Pierce and Maxim Pinkovskiy. The divergence mirrors patterns seen during the 2022 Russia-Ukraine energy crisis, though the current gap between income groups is significantly larger. Researchers suggest lower-income households may be carpooling or switching to public transit where available to manage costs. Middle-income households fell between the extremes, with moderate increases in spending and decreases in consumption. The findings underscore how the same economic shock can produce vastly different outcomes depending on household resources, with the least affluent Americans forced to make the sharpest adjustments to their daily lives. The study comprised a panel of 2K respondents and found that gasoline spending overall jumped 15% in March. More on the Markets Natural Gas Remains Under Pressure, But Recovery Odds Increase U.S. February Oil Production Rebounds...

Earnings Call Insights: Ternium (TX) Q1 2026 Management View Earnings margin was positioned as improving, with Chief Executive Officer Maximo Vedoya saying, "Earnings margin in the first quarter continued on a recovery path, reaching 12%." Mexico demand and policy support were a central theme, with CEO Vedoya stating, "we expect volumes in Mexico to continue improving in the second quarter, driven mainly by the commercial market," and adding that "the significant destocking that took place across the value chain in 2025 is now giving way to a normalization of apparent demand." Execution at Pesqueria was described as ahead of schedule, as CEO Vedoya said, "The ramp-up curve of the cold rolling mill and the galvanizing line are running ahead of plan" and "We expect both lines to be operating close to a full capacity by October." On vertical integration and auto positioning, CEO Vedoya said Pesqueria "will significantly increase our vertical integration in Mexico, reduce our [ resilience ] on externally sourced slabs" and added, "as the automotive USMCA rule of origin enters into effect next year, this facility will position Ternium as a key player in meeting a growing demand." Brazil was framed around imports and trade actions, with CEO Vedoya saying, "A key challenge in the quarter was a significant increase in steel imports, up around 30% versus the previous quarter," and adding, "we expect to normalize by the second half of the year." Chief Financial Officer Pablo Brizzio summarized quarter financial momentum by saying, "the adjusted EBITDA increased sequentially by 21% in the first quarter," and added, "we expect adjusted EBITDA margin to continue increasing, supported by higher revenue per ton, particularly in Mexico and Brazil, partially offset by higher cost per ton across our main markets." Outlook CFO Brizzio guided to further margin improvement, stating, "we expect adjusted EBITDA margin to continue increasing," while noting offsets from "higher cost per ton...

RBC Capital Adjusts Astera Labs Price Target to $270 From $250, Maintains Outperform Rating marketscreener.com

Earnings Call Insights: Lineage, Inc. (LINE) Q1 2026 Management View “Overall, the first quarter came in better than our expectations and reinforces our view that the business is stabilizing as we manage through the industry headwinds we've highlighted over the past couple of quarters, including elevated new supply and trade-related challenges.” (CEO, President & Director W. Lehmkuhl) Lehmkuhl reported adjusted EBITDA increased 3.3% to $314 million and said total AFFO was $201 million, or $0.78 per share, with the year-over-year decline “driven primarily by the expiration of prior year interest rate hedges, consistent with our 2026 guidance.” (CEO, President & Director Lehmkuhl) Lehmkuhl said same-store physical occupancy sequentially declined 290 basis points to 76.4%, while same-store rent, storage and blast revenue per physical pallet increased 2.2%, “the fourth consecutive quarter of year-over-year increases,” and container volumes declined 17% year-over-year. (CEO, President & Director Lehmkuhl) “We are reiterating our 2026 guidance with same-store NOI growth of minus 4% to minus 1%, total warehouse NOI growth of minus 2% to plus 1%, GIS NOI growth of 0% to 2%, adjusted EBITDA in the range of $1.25 billion to $1.30 billion and AFFO in the range of $2.75 to $3 per share.” (Chief Financial Officer Robb LeMasters) “We have identified a plan to remove $50 million or more of our administrative and indirect cost base... positioning us to realize approximately half of the savings in 2026 and the full benefit in 2027.” (CFO LeMasters) Outlook “We are maintaining our 2026 guidance as we continue to expect annual same-store NOI contraction of negative 4% to negative 1% and AFFO of $2.75 to $3 per share.” (CEO, President & Director Lehmkuhl) “While we're not changing guidance, we have increased conviction in achieving the midpoint of guidance on the heels of a solid first quarter and increased stability we are seeing across our portfolio.” (CEO, President & Director Lehmk...

Three people have died and several others have been medically evacuated after the outbreak of a deadly hantavirus on a luxury cruise ship. There are still close to 150 passengers onboard MV Hondius, which is travelling towards the Canary Islands where it is set to dock. So how worried should we be about the spread of the virus? Lucy Hough speaks to the Guardian reporter Oliver Holmes Continue reading...

US singer-songwriter talks about huge effort of controlling her behaviour, in interview with Amy Poehler Billie Eilish has said she is “doing everything I can” to suppress her Tourette syndrome. The singer-songwriter, who was 11 when she was diagnosed with TS, told of how frustrating it can be when others do not understand the condition. Continue reading...

If you purchased an iPhone between June 10, 2024 and March 29, 2025, you could be eligible for money from a class action settlement with Apple.