北京时间5月5日晚，美股周二早盘维持涨势，道指上涨200点。交易员密切关注一系列强劲财报结果。原油价格全线回落。美国中央司令部司令确认美伊直接交火。 道指涨210.86点，涨幅为0.43%，报49152.76点；纳指涨225.69点，涨幅为0.90%，报25293.50点；标普500指数涨49.94点，涨幅为0.69%，报7250.69点。 原油价格全线下跌，为股指提供了支撑。原油价格全线下跌，为股指提供了支撑。西得克萨斯中质原油期货下跌4.2%，跌破每桶102美元上方。布伦特原油期货下跌1%，但未跌破每桶112美元。 霍尔木兹海峡发生新的袭击船只事件后，美国与伊朗之间的停火仍然脆弱。但美国国防部长皮特-赫格塞斯周二表示，“两艘美国商船以及美国驱逐舰已经安全通过该海峡，表明航道是畅通的”。 在此之前，美国总统唐纳德-特朗普本周早些时候表示，美国将“引导”被困船只通过该海峡。 推动股指上涨的还有另一批好于预期的季度财报。值得注意的是， 辉瑞 公司第一季度盈利和营收均超出预期。该公司还重申了全年的业绩展望。比利时啤酒商 百威英博 在美国上市的股价在公布乐观的季度业绩后上涨6%。 然而，Palantir Technologies是个例外，其股价下跌2%，尽管该公司第一季度业绩超出了分析师的预期——营收创下了自2020年公司上市以来的最快增长。该公司还上调了全年业绩指引。 在阿拉伯联合酋长国周一表示伊朗对其发动了无人机和导弹袭击，使得本已脆弱的美国与伊朗之间的停火协议更加岌岌可危之后，周一股市下跌。 据报道，美国表示已在霍尔木兹海峡击沉了伊朗船只。该报道称，美国中央司令部司令布拉德-库珀上将周一下午在一场新闻发布会上确认：美国陆军AH-64“阿帕奇”武装直升机与美国海军MH-60“海鹰”舰载直升机在霍尔木兹海峡联合行动，击沉了6艘威胁商业航运的伊朗小型攻击快艇。这是美国总统特朗普5月3日宣布“自由计划”（Project Freedom）——美军以武力护送商船通过霍尔木兹海峡——以来，首次公开确认的直接交火。 然而，伊朗官方媒体否认了这些船只被击沉的说法。 美伊直接交火的消息推动周一油价上涨，从而对股市构成压力。 尽管中东紧张局势升级且周一股市下跌，Vital Knowledge的Adam Crisafulli仍然认为有理由保持乐观。 他表示：“我们仍然认为，特朗普仍然渴望避...

5月5日，国产大飞机C919迎来首飞9周年。航班管家数据显示，截至2026年4月末，C919累计执飞商业客运航班已超过4.2万班次，运营规模持续扩大。仅2026年4月，当月执飞航班量 3190班次，同比大幅增长117.9%，展现出强劲的市场运营能力。航线网络方面，自投入运行以来，C919已累计执飞往返航线57条（单程113条），覆盖29座机场，其中包括28座境内机场及港澳台机场1座（中国香港），航线布局稳步拓展。（新华财经）

The value of imports rose by 2.3% while exports increased 2% in March from the prior month. The trade gap now stands at $60.3 billion. Bloomberg's Michael McKee has the data breakdown. (Source: Bloomberg)

Just_Super/E+ via Getty Images Hims & Hers Health, Inc. ( HIMS ) is being treated like a broken product story, when in reality it’s going through a forced transition . The market continues to be guided by the margin and revenue contraction story, yet there is no guarantee that the demand is not there. In case there is any indication of stability from the company's side, this story may swiftly shift into a story of reset. Hims Q1: Stability Is Enough Q1 for Hims is one of those rare instances where there's been some level of expectation reset but not complete recalibration. The street calls for roughly ~$616-650 million in revenues and ~$0.03 GAAP EPS (~$0.13 normalized) . Management guided at $600-$625 million with an impact of ~$65 million from GLP-1 disruption. This delta is where I see the opportunity. Assuming even modestly above the lower end of that range, like ~$620 million in revenues would imply an actual underlying run-rate closer to ~$680+ million. Which implies demand didn't vanish, it moved. Data by YCharts GAAP EPS is called to fall nearly 83% year-over-year. So margins being reset is already factored into estimates here. Not only does that reduce the hurdle, but downward revisions are prevalent as well, along with high ~34% short interest. All of which implies very low levels of investor conviction. My view on this is pretty straight forward. This quarter isn't about beating expectations, it's about not missing by too much. Subscriber levels need to be held up somewhere north of 2.5 million and ARPU should be stable. That's all you really need to see. Why the Margins Discussion Isn't Fully Answering the Question Under the compounded model, Hims was basically setting the price and capturing the bulk of value from the prescriptions, leading to high margins. Moving towards branded GLP-1s via Novo Nordisk ( NVO ) means that Hims will now just be the distribution channel. The price will be determined by Novo, and the fulfillment will also be handled by Nov...

Patamaporn Umnahanant/E+ via Getty Images Shares of Reliance Steel ( RS ) have been setting all-time highs here, having been an active participant in the broader market rally in recent weeks. Shares have risen a third from levels at which shares traded in the fall, when I last looked at the prospects for the leader in the North American metal service center. At the time, Reliance traded at a high-teens earnings multiple based on operating margins reported around 7-8% of sales, yet if margins were to recover to long-term averages around 10%, real potential was seen from an earnings perspective. Furthermore, Reliance is a great long-term value creator, driven by strong operating performance, capital deployment, including sound M&A efforts. Other, higher-conviction ideas, including other long-term value compounders, can be found at Value In Corporate Events . A Sound Start To 2026 Towards the end of April, Reliance reported sound first-quarter numbers with sales up around 15% on both an annual and sequential basis to $4.03 billion, as gross margins were pretty flat. Note that various margins are reported, both on a GAAP and non-GAAP basis, as well as the LIFO and FIFO methods; yet generally, margins have been trending up. Non-GAAP diluted earnings of $5.16 per share were up 36% as its operating margins approached 9%, while non-GAAP diluted earnings per share on a FIFO basis rose by 38% to $5.70 per share. This is largely driven by pricing, with tons sold up nearly 3% while average selling prices per ton have increased just over 12%, being a key driver to margin gains. Growth is driven by all different product categories, including carbon steel, aluminum, stainless steel, alloys, and copper & brass. That thesis has quickly played out, with margin gains being impressive, rapidly approaching 10%. This makes that non-GAAP earnings trend over $20 per share, with these earnings on a FIFO basis even seen in the low $20s. The balance sheet remains sound, with net debt of $1.44...

State Street opened its 2026 Global ETF Outlook with a single sentence that framed an entire year of flows: “Defense was the standout theme of 2025.” The line, buried on page 13 of a report covering a nearly $20 trillion global ETF market, points readers to a narrow trio of U.S.-listed funds that absorbed the ... State Street Defense Call Perfectly Tees up Trio Of ETFs For An Incredible 2026

UK iPhone users who have completed Apple's device-based age checks will no longer be blocked from the site's adult content.

Alphabet is again tapping debt markets as AI infrastructure spending reshapes Big Tech financing strategies.

Eoneren/E+ via Getty Images UnitedHealthcare ( UNH ) is making its most aggressive push yet to simplify the prior authorization process, announcing Tuesday it will eliminate approval requirements for 30% of healthcare services that previously required insurer sign-off, a move that comes as the company sits mid-pack in the managed healthcare sector on Seeking Alpha's Quant Rankings. The initiative doubles down on a process that is already streamlined by industry standards. Prior authorization currently applies to just 2% of all UnitedHealthcare medical services, and of those submitted, approximately 92% are approved within 24 hours on average. In light of this, b elow is a list of managed healthcare stocks ranked according to their Seeking Alpha Quant Ratings. UNH currently holds a Quant score of 3.48, a Hold, placing it third in the managed healthcare sector behind Centene Corporation and HealthEquity. Centene Corporation ( CNC ) tops the list with a Strong Buy rating and a Quant score of 4.92. HealthEquity, Inc. ( HQY ) comes in second with a Buy rating. Large-cap industry leaders like UnitedHealth Group ( UNH ) and Elevance Health ( ELV ) currently hold “Hold” ratings, as do other sector players such as Humana Inc. ( HUM ) and Molina Healthcare, Inc. ( MOH ). Here is the list: Centene Corporation ( CNC ), Quant Rating: 4.92 HealthEquity, Inc. ( HQY ), Quant Rating: 3.57 UnitedHealth Group Incorporated ( UNH ), Quant Rating: 3.48 Alignment Healthcare, Inc. ( ALHC ), Quant Rating: 3.37 Elevance Health, Inc. ( ELV ), Quant Rating: 3.31 Humana Inc. ( HUM ), Quant Rating: 3.02 Molina Healthcare, Inc. ( MOH ), Quant Rating: 2.75 More on UnitedHealth, State Street Health Care Select Sector SPDR ETF AI Revolutionizing Biopharma: Faster, Better, Cheaper UnitedHealth: Went Back Up Too Far, Too Fast (Downgrade) Trump's Psychedelics Stance Reignites Sector - How Investors Can Benefit UnitedHealthcare cuts prior authorization requirements by 30% Most and least shorted healthca...

Micron Technology Stock (MU) Opinions on Breaking $600 Barrier Quiver Quantitative

Image source: The Motley Fool. Tuesday, May 5, 2026 at 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

PayPal Holdings (NASDAQ:PYPL) shares are tumbling roughly 10% in early trading Tuesday morning to about $45.50, after the company reported a Q1 2026 earnings beat alongside a soft Q2 outlook. The stock closed Monday at $50.39 before the report. The slide extends an already painful run. PYPL stock entered the earnings report down 13% year ... PayPal Tumbles 10% Despite Q1 Earnings Beat: Is the Venmo Spin-off Enough to Save the Stock?

格隆汇5月5日丨美国美国供应管理协会（ISM）调查显示，受新订单增长创三年来最大降幅以及成本压力维持在2022年末以来高位的影响，美国服务业扩张在4月连续第二个月放缓。ISM4月非制造业PMI从3月的54.0降至53.6，略低于预期的53.7。调查中的商业活动分项指数实际上上升了2点至55.9，但其他分项表现更为疲弱。新订单指数从3月创下的三年高点60.6降至53.5，下降7.1点，为自2023年3月以来最大降幅。与此同时，成本压力并未缓解，支付价格指数维持在70.7不变，处于自2022年10月以来的高位。伊朗战争不仅推高了能源价格，还引发供应链瓶颈，延长了关键商业材料的交付时间。根据美国汽车协会数据，机动车燃料价格已升至2022年夏季以来最高。ISM的供应商交付指数（随交货时间延长而上升）从3月的56.2升至56.8，为2022年7月以来最高水平。

The 2026 Global ETF Outlook from State Street made a specific call about where fixed income flows are heading. State Street wrote that “Active ETFs incorporating CLO-based fixed income strategies are gaining traction, reflecting strong demand for differentiated yield within a liquid, transparent ETF wrapper.” That endorsement matters because it points individual investors toward a ... The CLO ETF State Street Spotlighted as 2026’s Yield Frontier

The Seattle-based startup's Series A round was led by Glilot Capital, NFX and SignalFire, TechCrunch has exclusively learned.

Tech stocks today: Intel pops, Semiconductor earnings in focus, Musk-Altman court battle continues Yahoo Finance

Dominic Sessa, The Holdovers breakout, will play legendary chef in a 70s-set drama from BlackBerry’s director The first trailer for the Anthony Bourdain biopic, Tony, has been released giving us a sweary look at the late food icon’s younger years. Dominic Sessa, The Holdovers breakout, plays 19-year-old Bourdain as he gets his first job in a kitchen in mid-70s Cape Cod. Continue reading...

istanbulimage/iStock Unreleased via Getty Images I wanted to revisit one of my strong buy recommendations, Opera Ltd ( OPRA ), as it just reported really good numbers. I currently have a decent position in the company and will be trying to make it into a proper position over the next while, especially if its share price retreats for no fundamental reason. Since the last article I published, the share price has advanced 22% compared to the SPY's ( SPY ) 9% gain. By the Numbers Starting from the top, we can see the company’s revenue increased 23% y/y to $175.7m, which also beat analysts’ estimates by close to $5m. Looking closer at the breakdown in revenues, we can see that advertising revenues grew 24% y/y to $117m, making up two-thirds of the company’s total revenues for the quarter. Query revenue, which grew 23% to $58.3m, made up the remainder of the total revenues for the quarter. So, we can see that both revenue segments performed well. No segment is dragging the company’s performance. As of Q1 ’26, Opera had over 288m MAUs, or monthly active users, which the company didn’t expand on, but if we take a look at the same time last year, its MAU was around 293m. That’s not good. It’s down roughly 2% y/y. I would say it’s stable, but what matters to me, and to the company more, is how it is able to monetize the current user base. Average revenue per user, or ARPU, came in at $2.43, which is an increase of 25% compared to the same quarter last year. Newer products and features, which include AI-oriented browser tools, have increased user engagement. The management said that it managed to monetize its higher-yield traffic more effectively through a better mix of traffic, stronger ad rates, and more search monetization. Going over the company’s profitability and efficiency, we can see that the company’s profitability across the board continued to improve. Q1 non-GAAP EPS came in at $0.34, which beat estimates by 3 cents. Operating margin and adjusted EBITDA margin have ...

There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on April 30, Norwood Financial Corp.'s CFO, John Martin McCaffery Jr., invested $29,440.00 into 1,000 shares of NWFL, for a cost per share

As Amazon Launches Supply Chain Services, Here's How Barchart Data Says You Should Play AMZN Stock Barchart.com

As Amazon Launches Supply Chain Services, Here's How Barchart Data Says You Should Play AMZN Stock Barchart

This morning a "Potential Dividend Run Alert" went out for Snap-On, Inc. (NYSE: SNA), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This

Source: Bloomberg, 4:39

This morning a "Potential Dividend Run Alert" went out for Chiron Real Estate Inc (NYSE: XRN), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anywa

The U.S. ISM Services PMI Index dropped to 53.6 vs. 53.9 consensus and 54.0 in March, according to data released by the Institute for Supply Management on Tuesday. "Fourteen industries reported growth in April, one more than in March, and the number reporting contraction remained at three," said Steve Miller, chair of the Institute for Supply Management Services Business Survey Committee. "The April Services PMI reading of 53.6 percent is 1.1 percentage points above the 12-month average of 52.5 percent. That average is an uptick of 0.2 percentage point over March's 12-month average of 52.3 percent," said Miller. The 14 services industries reporting growth in April — listed in order — are: Other Services; Wholesale Trade; Management of Companies & Support Services; Mining; Information; Construction; Accommodation & Food Services; Professional, Scientific & Technical Services; Utilities; Finance & Insurance; Transportation & Warehousing; Educational Services; Health Care & Social Assistance; and Public Administration. The three industries reporting a contraction in the month of April are: Agriculture, Forestry, Fishing & Hunting; Real Estate, Rental & Leasing; and Retail Trade. Prices: 70.7 vs. 70.7 prior. Employment: 48.0 vs. 45.2 prior. New orders: 53.5 vs. 60.6 prior. Business activity/production: 55.9 vs. 53.9 prior. More on U.S. Economy U.S. PMI Composite rises less than initially estimated in April's final reading Factory orders rebound in March from February's anemic gain ISM Manufacturing PMI flatlines in April, missing consensus

This morning a "Potential Dividend Run Alert" went out for Fidelity D&D Bancorp Inc (NASD: FDBC), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run

Apple's early-stage talks come as advanced-node chip shortages constrain iPhone and Mac growth.

Amazon (NASDAQ: AMZN) and Transaera, a Boston-based innovator in next-generation cooling and dehumidification systems today announced a new collaboration following a successful six-month field trial of Transaera's rooftop-based cooling technology at an Amazon logistics facility. The extended trial demonstrated consistent energy savings exceeding traditional systems while maintaining performance in hot and humid conditions. Results were validated through independent third-party analysis that conf

Amazon backs heat pump system aimed at cutting building energy use 40% Stock Titan