Whitener Capital Management Inc. Has $27.34 Million Stock Position in Apple Inc. $AAPL MarketBeat

Oracle Supports Africa Clinical Research Network (ACRN) to Advance a New Era of Clinical Research, Launches First Trial Oracle

Palantir resets annual forecast on strong U.S. government demand thestreet.com

MU generates more cash as rising DRAM and NAND prices amid tight supply and high AI demand support healthier cash flows.

Will Strong Memory Pricing Further Lift Micron Technology's Cash Flow? Yahoo Finance

Bank of Maldives Plc is holding global investor meetings to gauge appetite for what would be its first foray into international capital markets, a transaction that may help buttress the island nation’s key tourism industry against fallout from the Middle East. The lender, which accounts for roughly half the banking sector’s assets and deposits, is meeting fund managers across Asia, the Middle East and Europe to gather feedback for a US dollar sukuk, Abdulla Hassan, director for financial strategy and planning at Bank of Maldives said in an interview with Bloomberg News. The bank is looking to raise up to $300 million, which will be guaranteed by the government of the Maldives, Hassan said. Dubai-headquartered Mashreqbank PSC is helping arrange the investor meetings. Famous for its overwater villas and turquoise lagoons, Asia’s smallest country mainly relies on tourism for its economic growth — and Bank of Maldives is a major lender to the sector. After bouncing back from the covid pandemic, tourism is once again at risk as the US and Israel’s war on Iran disrupts travel via key Middle East hubs and sends the cost of aviation fuel soaring. “Travel disruption along with higher energy costs will not only weaken the growth outlook, but drive balance of payment pressures as tourism receipts fall and the import bill increases,” Marcus Yiu , an analyst at Moody’s Ratings, told Bloomberg News. That could weigh on external liquidity and erode foreign exchange reserves, he said. While the potential funding isn’t directly linked to the current headwinds facing the tourism sector, the money would help because it increases the amount of foreign currency available in the economy, Hassan said. Recent upgrades to the country’s Velana airport and the expansion of others have more than quadrupled annual arrival capacity to 7 million visitors, prompting the government to allocate more than 30 islands for resort development, Hassan said. This will require significant foreign currency i...

Jassy compared Amazon's AI infrastructure bet to its early AWS investment, saying returns will follow when revenue catches up with spending

John David Escobar/iStock via Getty Images From writer to reader, I have to confess something to you all. Seeking Alpha You know the best thing covering Marcus Corporation ( MCS ) did for me? If you guessed it dragged me back into movie theaters, then you're right on the money. My wife thanks you, and so does the Cinemark ( CNK ) in the neighborhood. Since my first article , I've seen three films from the slate-packed FY 2026. The last one (and best, in my opinion) was Michael. No one got up to dance in the theater, but it was worth it. And do you know who also had a lot of fun recently? Marcus Corporation, with another double-beat . It wasn't a weak double-beat. Revenue came in at $154.4 million (at least $4.8 million above consensus) and EPS at -$0.51. I know, it sounds weak. But there are a few catches here. First is that Q1 is actually a weaker quarter than others. Seasonally, in addition to more annoying variations in working capital, the films released (especially in January and February) tend to be Hollywood's 'dumping,' as the experts say. Cream of the crop usually comes out in Q2/Q3. The other (and perhaps the most important here) is that this year's Q1 had five fewer working days than last year. But let's take it one step at a time. Since the theater topic came up, we might as well start there. The Strongest Part of Earnings You might look at the headline $92.9 million in revenue for Q1 FY 2026 (at least 6.4% year-over-year) and not see anything special here. Author Well, I did. And I'll show you why. To begin with, Q1 confirmed my theory from September that 2026 would be one of the strongest years for cinemas post-pandemic (stronger perhaps than the 'Barbenheimer'). I think another sign of the times that things were improving was when Paramount and Skydance ( PSKY ) beat Netflix ( NFLX ) in the deal to scoop up Warner Bros. Minimum release windows would remain at ~45 days, with blockbusters stretching to 60–90 days and a strong pipeline. Even Mr. Marcus—C...

Conference Call and Webcast Today at 8:30 a.m. ET

美国3月贸易帐 -603亿美元，预期-609亿美元，前值由-573亿美元修正为-578亿美元。

格隆汇5月5日｜加拿大与美国的贸易顺差扩大至71亿加元，较之前的29亿加元大幅增加。加拿大对非美国地区的出口升至创纪录高位，达243亿加元。

James Pintar INEOS Energy said Tuesday it entered a joint investment agreement with Shell Offshore ( SHEL ) to pursue oil and gas exploration and development prospects in the Gulf of Mexico. The companies will target resources located within tieback range of Shell’s Appomattox platform, according to a company statement, allowing any discoveries to be connected to existing infrastructure. INEOS said it will take a 21% working interest in the assets for an undisclosed sum, aligning with its stakes in the Appomattox field, Rydberg, the Nashville discovery and the Mattox pipeline. The initial phase of the partnership will center on three opportunities: Shell’s Fort Sumter discovery, drilling at the Sisco exploration well and an additional exploration prospect expected to be pursued before the end of the decade. More on Shell Shell Consolidates Its Upstream And LNG Position With ARC Resources Acquisition Shell: Refocusing Will Take Time (Probably A Few Years) Shell: The Company Should Be A Buy, But Near-Term Risks Warrant Patience Key deals this week: Organon, ARC Resources, Nebius, Eli Lilly and more Apollo, Blackstone and KKR in race for Shell’s LNG Canada stake: Reuters

JSR to build first Taiwan photoresist plant to co-develop advanced resists with TSMC — multi-million dollar plant could come online as early as 2028 Tom's Hardware

Strong first-quarter results from five of the so-called Magnificent 7 technology giants have reinforced the bull case for artificial intelligence investment, according to UBS, which is maintaining its attractive rating on US equities and a year-end S&P 500 target of 7,500. Analysts at UBS...

Speakers participate in a panel discussion during the Milken Institute Global Conference in Beverly Hills, California. Photographer: Lauren Justice/Bloomberg

格隆汇5月5日｜美国3月贸易帐 -603亿美元，预期-609亿美元，前值由-573亿美元修正为-578亿美元。

Israeli Prime Minister Benjamin Netanyahu and successive US presidents have spent the better part of the past three decades warning that a nuclear-armed Iran would threaten the whole world. Now, thanks to the illegal US-Israeli war, Iran may have to go nuclear by claiming self-defence. After all, what is good for the goose is good for the gander. Israel would justify its clandestine nuclear weapon programme, which dates back to the 1950s, by claiming Arab states wanted to exterminate it. Well,...

A version of this article first appeared in the CNBC Property Play newsletter with Diana Olick. Property Play covers new and evolving opportunities for the real estate investor, from individuals to venture capitalists, private equity funds, family offices, institutional investors and large public companies. Sign up to receive future editions, straight to your inbox. Even as more local communities rise up against the proliferation of massive, energy- and water-sucking data centers, some big players in housing are betting consumers would be willing to put mini data centers right on the walls of their homes. Span is a California-based startup that originally launched with so-called "smart" electrical panels designed to help homeowners save money on their electric bills. Now, with the help of Nvidia, it has come up with something new – small, fractional data centers, or "nodes," called XFRA units, that can be put on the side of residential homes and small commercial businesses. The idea is to take advantage of unused electrical capacity on local grids, which the Span smart panels can pinpoint. The rapid growth of artificial intelligence has strained local power grids nationwide and, in some cases, resulted in higher electric bills for homeowners. A network of these nodes, communicating with each other across the country, is the equivalent of a small to mid-sized traditional data center, which could either augment an existing center or negate the need to build a new one, Span says. Hyperscalers and AI cloud providers just tap into the network as they would a traditional data center. "Fundamentally, it's an infrastructure play," said Arch Rao, founder and CEO of Span. "We're uniquely positioned to build infrastructure that can simultaneously help us meet what is clearly an insatiable demand for more compute, much more cost effectively, while benefiting individual consumers." The small, white XFRA boxes with the hardware inside are put on the outside of homes, alongside re...

WATERTOWN, Mass., May 05, 2026 (GLOBE NEWSWIRE) -- Disc Medicine, Inc. (NASDAQ:IRON), a clinical-stage biopharmaceutical company focused on the discovery, development, and commercialization of novel treatments for patients suffering from serious hematologic diseases, today reported financial results for the first quarter ended March 31, 2026, and provided a review of recent program and corporate developments.

SAN CLEMENTE, Calif., May 05, 2026 (GLOBE NEWSWIRE) -- Sofwave Medical Ltd (TASE: SOFW), an emerging leader in energy-based non-invasive, aesthetic medical devices for practitioners worldwide, reported financial results for the three-month period ended March 31, 2026, and recent business highlights.

Moment Energy, a North American leader in EV battery repurposing, today announced a $40 million Series B funding round. The financing brings the total capital raised to over $100 million. The Series B round was led by Evok Innovations, with participation from Liberty Mutual Investments, W23 Global Fund, and Acario (the corporate venture capital arm of Tokyo Gas), joining the company's major investors, Amazon's Climate Pledge Fund, Voyager Ventures, and In-Q-Tel.

Just_Super/iStock via Getty Images Overview If there is any industry that could benefit most from AI, I think it's biopharma ( XLV ) ( VHT ) ( IYH ). Right now, these companies are spending nearly $1 billion to develop each drug over the course of several years. Once these products pass multiple tests and get the approval from the FDA, they then have to compete with several other drugs. There's no guarantee of success. To make matters worse, it's only several more years before these drugs lose their exclusivity. Then generics/biosimilars reach the market and erode prices and market share. In fact, if you do the math on a risk-adjusted basis, the net present value, particularly in early-stage assets, doesn't add up. This is the ultimate challenge in drug development, right? The mismatch between R&D burn and eroding market exclusivity. In other words, when the cost to innovate exceeds the risk-adjusted returns, the traditional model can break. So, I see AI as a corrective mechanism for this imbalance. It can recalibrate the three primary variables of the valuation equation, time, cost, and probability. To visually demonstrate how these marginal improvements at the bench translate into large swings in valuation, I conducted a side-by-side comparison of a traditional asset versus an AI-native one. How AI Can Change Drug Development I've modeled two theoretical drugs for idiopathic pulmonary fibrosis discovered in 2026. Modeling assumptions include a target population of 100,000 with 25% peak share, $150,000 net price, peak sales reached five years after launch, 8% COGS, 35% launch opex for two years, 25% steady state opex, a 70% post-LOE price drop, and a 30% post-LOE share kept. Both assets have an 11% discount rate. Where they differ: cost, probability of success, and time-to-market. The traditional asset (Image 1) costs $100 million in annual pre-launch R&D (on average), while the AI-enabled asset (Image 2) costs just $85 million in annual R&D because of mostly drug ...

Brycia James/iStock Unreleased via Getty Images I spent most of Saturday watching the Berkshire Hathaway ( BRK.B ) annual meeting, and I’ll admit I was nervous heading in. This was the first one without Warren Buffett at the podium in 60 years. This was the first test for Greg Abel as everyone watching was probably wondering whether the post-Buffett Berkshire still has the same DNA or if something fundamental had shifted under the surface. I came away more bullish than I went in. After digesting the Q1 print and listening to Mr. Abel field questions I think the setup here is more interesting than the consensus narrative is giving it credit for. I will discuss what Berkshire reported, what Mr. Abel said, how I believe he will be a different kind of operator than Buffett and why I think the bull case got stronger this weekend. Shares of Berkshire have fallen by -8.64% over the past year and have sat out of the bull market rally. I believe that many investors were worried about Mr. Buffett’s departure and how Mr. Abel would navigate the markets with Berkshire’s cash stockpile and operating businesses. I feel that Mr. Abel handled himself well and while I am still mystified about the $380 billion cash position I do believe that Berkshire is in a position to rebound based on the current valuation and price action. Seeking Alpha Following up on my previous article about Berkshire At the beginning of March I had written an article on Berkshire where I was neutral on the future performance of the stock ( can be read here ). I felt that Berkshire had entered 2026 with questions to be answered as they were sitting on $369B liquidity and a $298B stock portfolio with a pivotal leadership transition. The declining interest rate environment at the time was a threat to Berkshire’s investment income yield which would cause their operating earnings growth to increase to offset any future rate cuts. I was cautious coming into the Q1 print but after reading through the report and list...

tang90246/iStock Editorial via Getty Images I bought Qualcomm ( QCOM ) stock in early Feb 2026 at around $137 to $138 a share. At the time, the stock was already in a drawdown. My thesis was that the smartphone market was weak, but it would eventually stabilize and Qualcomm was doing a good job diversifying into automotive and IoT. The valuation looked reasonable at the time and they were growing their non-handset business. Data by YCharts Then the market pulled everything down and QCOM went with it. But I did not expect a violent recovery. From the April lows it is up more than 42%. On earnings day alone it popped about 14%. And if you look at the actual numbers that Qualcomm reported that day you would struggle to find a reason for that kind of move. Revenues were down 3% YoY. Non-Gaap EPS of $2.65 was down 7% YoY. QCT handset revenues their largest revenue line, dropped 13% from $6.9 billion to $6 billion. And the Q3 guidance was even worse, with revenue guided to $9.2 billion to $10 billion at midpoint, and non-Gaap EPS guided to $2.1 to $2.3, a sequential decline. infopgraphic By Author (From QCOM's 10-Q) Under normal circumstances, these results and weaker guidance would have sent a stock lower, not higher. But the stock popped because they announced that they expect initial shipments for a custom silicon engagement with a leading hyperscaler later this year. And even before earnings, the stock had already been running higher on reports from analyst Ming-Chi Kuo that OpenAI might be working on a smartphone with MediaTek, Qualcomm and Luxshare. The market latched onto these two catalysts and priced them in as if they are happening tomorrow. In my view neither of these stories will generate meaningful revenue contribution for at least 2 to 3 years and both face some problems that the current stock price completely ignores. That is why I am looking to exit my QCOM position and rating the stock a Sell. Quarter Was Weak Q2 FY26 revenues came in at $10.6 billion dow...

tang90246/iStock Editorial via Getty Images I bought Qualcomm ( QCOM ) stock in early Feb 2026 at around $137 to $138 a share. At the time, the stock was already in a drawdown. My thesis was that the smartphone market was weak, but it would eventually stabilize and Qualcomm was doing a good job diversifying into automotive and IoT. The valuation looked reasonable at the time and they were growing their non-handset business. Data by YCharts Then the market pulled everything down and QCOM went with it. But I did not expect a violent recovery. From the April lows it is up more than 42%. On earnings day alone it popped about 14%. And if you look at the actual numbers that Qualcomm reported that day you would struggle to find a reason for that kind of move. Revenues were down 3% YoY. Non-Gaap EPS of $2.65 was down 7% YoY. QCT handset revenues their largest revenue line, dropped 13% from $6.9 billion to $6 billion. And the Q3 guidance was even worse, with revenue guided to $9.2 billion to $10 billion at midpoint, and non-Gaap EPS guided to $2.1 to $2.3, a sequential decline. infopgraphic By Author (From QCOM's 10-Q) Under normal circumstances, these results and weaker guidance would have sent a stock lower, not higher. But the stock popped because they announced that they expect initial shipments for a custom silicon engagement with a leading hyperscaler later this year. And even before earnings, the stock had already been running higher on reports from analyst Ming-Chi Kuo that OpenAI might be working on a smartphone with MediaTek, Qualcomm and Luxshare. The market latched onto these two catalysts and priced them in as if they are happening tomorrow. In my view neither of these stories will generate meaningful revenue contribution for at least 2 to 3 years and both face some problems that the current stock price completely ignores. That is why I am looking to exit my QCOM position and rating the stock a Sell. Quarter Was Weak Q2 FY26 revenues came in at $10.6 billion dow...

European Central Bank President Christine Lagarde said soaring energy costs due to the Iran war should act as a wake-up call for Europe to reduce its reliance on fossil fuels and energy imports. With Europe importing about 60% of its energy – almost all fossil fuels — Lagarde told a climate conference Tuesday in Frankfurt that the status quo is “clearly unsustainable.” “Today’s surging energy prices are a reminder of the cost of that dependency,” she said. “Alternative sources of energy offer the clearest path to minimizing the trade-offs between Europe’s energy-policy goals of security, sustainability and affordability.” The Middle East fighting has triggered a surge in oil and gas prices — a vulnerability for regions like Europe that rely on fossil fuels from abroad. Data suggest the continent is experiencing a significant hit to economic activity, jeopardizing a nascent recovery and putting the ECB in a tricky spot as it grapples with inflation that’s shot past the 2% goal. Lagarde’s comments echo a speech she gave last year on Europe’s road to renewables. with other officials also frequently wading into discussions on climate and nature. There’s been criticism, however, that such forays push beyond the ECB’s mandate. Lagarde said Tuesday that — given the scale of climate and nature risks — “the broader response, from governments and societies as a whole, has fallen short of what the moment demands.” Last year, global carbon emissions from fossil fuels hit a record high and scientists now consider it likely that the world will breach the 1.5°C limit set out in the Paris Agreement within the next five years, she said. “The green transition has, if anything, lost momentum,” Lagarde said. “Part of the reason is that climate change – a phenomenon that strikes regardless of political disposition – has itself become a partisan issue.” Lagarde Signals ECB to Consider June Hike After Latest Hold ECB’s Elderson Presses Green-Transition Pitch After Energy Surge Euro-Zone E...