AMD stock slips as HSBC downgrade flags valuation concerns ahead of earnings Invezz

Bath unhappy with collision between Barbeary and Lucu Some camera angles were unavailable to TMO in semi-final An independent broadcast director is set to be in position for this month’s Champions Cup final in Bilbao after disquiet about the lack of crucial replays available to match officials during Bath’s 38-26 semi-final defeat against Bordeaux-Bègles on Sunday. Johann van Graan, Bath’s head of rugby, suggested three high tackles on his No 8, Alfie Barbeary , were missed because the referee and television match official (TMO) had not been supplied with all the requisite angles by the French host broadcaster. Members of the commentary team on Premier Sports also highlighted the absence of replay footage. Different protocols are in place in the Champions Cup compared with the United Rugby championship and the Six Nations, when an independent operator sits with the TMO to ensure the best pictures are readily available. On Sunday, under EPCR regulations relating to host country arrangements, a French director was in place. Continue reading...

Hugo Kurk Nebius ( NBIS ) and CoreWeave ( CRWV ) posted significant jumps during Monday market action, while Micron ( MU ) made the most significant gains among the major chip stocks. The AI cloud provider Nebius surged 12% by afternoon trading, while competitor CoreWeave was up nearly 7%. Applied Digital ( APLD ) increased nearly 5%, and DigitalOcean ( DOCN ) edged up 4%. The Sydney-based IREN ( IREN ) climbed 9.5%. Some of the world's biggest hyperscalers were also posting gains. Oracle ( ORCL ) climbed 6%, and Amazon ( AMZN ) had inched up 1%. Google ( GOOG )( GOOGL ) slid about 0.5%, and Microsoft ( MSFT ) was static. The combined backlogs of Google, Oracle, Microsoft, and AWS have now surged to more than $2T, according to data from Cloud Wars . "In the face of such staggering numbers, it's important to note that each of the four hyperscalers has said that customer demand continues to outstrip data-center capacity, which further reflects not only the industry's current scale but also its astonishing growth potential," said Cloud Wars founder Bob Evans. Among chip stocks, the memory maker Micron Technology climbed 7%. However, most of the sector was down, evidenced by the Philadelphia Semiconductor Index ( SOX ) declining by 0.5%. Intel ( INTC ) and Broadcom ( AVGO ) had dipped by 3% and 2%, respectively. AMD ( AMD ) fell by nearly 5%, and Arm ( ARM ) was down 4%. Qualcomm ( QCOM ) dipped by 4.5%. The major indices were all down slightly to start the week as investors remained cautious, closely tracking ongoing developments surrounding the escalating tensions between the U.S. and Iran, which continue to create uncertainty across global markets. The S&P 500 ( SP500 ), the Dow ( DJI ), and the Nasdaq ( COMP:IND ) were down by 0.5%, 1%, and 0.3%, respectively. AMD, Arm, and CoreWeave are all on deck to release their latest earnings results later this week. More on Nebius Group and CoreWeave $700B AI Boom Is Fueling CoreWeave Nebius Q1 Earnings Preview: A Compounding...

Hugo Kurk Nebius ( NBIS ) and CoreWeave ( CRWV ) posted significant jumps during Monday market action, while Micron ( MU ) made the most significant gains among the major chip stocks. The AI cloud provider Nebius surged 12% by afternoon trading, while competitor CoreWeave was up nearly 7%. Applied Digital ( APLD ) increased nearly 5%, and DigitalOcean ( DOCN ) edged up 4%. The Sydney-based IREN ( IREN ) climbed 9.5%. On Friday, Nebius announced it was acquiring Eigen AI for about $643M. Nebius plans to integrate Eigen AI's inference and post-training optimization layers into its Token Factory. "I think it's a big contribution to Nebius' asset base, and it's only making the firm a go-to solution for its future enterprise clients, hence increasing the company's offerings' attractiveness versus CoreWeave and other rivals," said Seeking Alpha analyst Nova Capital in a report published on Monday. Nebius plans to report its first quarter 2026 financial results on May 13. CoreWeave will report its quarterly earnings report on Thursday, May 7. A consensus estimate expects its revenue to double year over year. Some of the world's biggest hyperscalers were also posting gains. Oracle ( ORCL ) climbed 6%, and Amazon ( AMZN ) had inched up 1%. Google ( GOOG )( GOOGL ) slid about 0.5%, and Microsoft ( MSFT ) was static. The combined backlogs of Google, Oracle, Microsoft, and AWS have now surged to more than $2T, according to data from Cloud Wars . "In the face of such staggering numbers, it's important to note that each of the four hyperscalers has said that customer demand continues to outstrip data-center capacity, which further reflects not only the industry's current scale but also its astonishing growth potential," said Cloud Wars founder Bob Evans. Among chip stocks, Micron Technology climbed 7% as AI-driven memory demand continues to propel the stock higher. However, most of the sector was down, evidenced by the Philadelphia Semiconductor Index ( SOX ) declining by 0.5%. I...

New appointment signals Intel's effort to expand beyond traditional PCs into physical AI systems.

Former New York City mayor, who was placed on ventilator, is also being monitored, a spokesperson said Rudy Giuliani, a former New York City mayor, is breathing on his own after being hospitalized with pneumonia and placed on a ventilator, his spokesperson said on Monday. Giuliani , 81, remains in critical but stable condition at a Florida hospital and is being monitored as a precautionary measure, Ted Goodman, a spokesperson, said. Continue reading...

格隆汇5月5日｜据伊朗塔斯尼姆通讯社：伊朗军方消息人士警告阿联酋不要沦为“以色列的棋子”，称任何错误举动都将招致严厉回应。伊朗军方消息人士称未发布针对阿联酋的官方威胁，相关报道源自媒体。

After an unanticipated five-week break in the season, Formula One resumed action this past weekend in Miami. Held at a temporary circuit around Hard Rock Stadium, the event is emblematic of the Liberty era of F1: a turbocharged marketing extravaganza crammed full of hospitality suites with ticket prices as high as $95,000 . It might be miles from the sea—the original plans to race across a bridge over Biscayne Bay did not survive contact with locals—but the sport is doing its best to make this a modern Monaco, playing up the host city's glamorous reputation and pastel color palette. As we learned a couple of weeks ago , there have been tweaks to the amount of energy that the cars' new hybrid power units can regenerate and deploy via the electric motor that contributes almost half of the car's power output. The first three races of this season were frenetic , but they alarmed many longtime fans, as the cars are now too energy-limited to be driven flat-out during qualifying; that energy limitation also led to cars swapping positions multiple times, derisively dubbed "yo-yo" racing by critics. The new limits on harvesting energy from the V6 to charge the battery on the move should reduce the potential for huge speed differentials like the one that caused Oliver Bearman's crash in Japan, and energy management was (thankfully) not much of a topic this weekend. Miami's layout definitely helps there, with plenty of braking zones to help regenerate much of the now-allowed 7 MJ each lap. Read full article Comments

Nine years after Elon Musk first unveiled it on a darkened stage, the Tesla Semi has finally crossed the line that separates promise from product. On April 29, Tesla posted a single image on X: workers inside the Nevada factory, the first Semi off the high-volume production line. After years of ...

Shutthiphong Chandaeng/iStock via Getty Images The market continues to climb the proverbial ' wall of worry,' with the S&P 500 and NASDAQ closing at new all-time highs on Friday. Among myriad concerns for the economy and the market are anemic job growth, ' sticky ' and rising inflation, a moribund housing sector, and record low consumer sentiment, just a few of these worries. Shiller PE Ratio (Multpl) With the market trading at extreme valuation levels, this article explores the three most likely triggers for the next substantial pullback in equities. #1—AI Bubble Pops: My regular readers know my view that the AI Revolution is now in a bubble that rivals or exceeds that of the last weeks of the Internet Boom, just over a quarter of a century ago. Consider this. OpenAI ( OPENAI ) and Anthropic ( ANTHRO ), two linchpins of the AI ecosystem, are bleeding billions and billions of dollars and are likely to do so for many years into the future. Yet they have a combined value of nearly $2 trillion. That is larger than the biggest bank in the U.S., JPMorgan Chase & Co. ( JPM ) ($840B market cap), and the largest retailer, Walmart Inc. ( WMT ) ($1.05T market cap), combined. It goes without saying that JPMorgan and Walmart are hugely profitable enterprises. Statista - February 2026 The AI narrative faces increasing challenges. As noted in a recent article , costs for DRAM and NAND memory are soaring. One key reason Meta Platforms, Inc. ( META ) and Microsoft Corporation ( MSFT ) boosted their FY2026 cap ex guidance with their Q1 results. A good chunk of global helium supplies, critical for the production of semiconductors, is blocked by the closure of the Strait of Hormuz. Bloomberg - April 2026 Bloomberg recently reported that nearly half of all U.S. data centers planned for 2026 have been canceled or delayed. This has been caused primarily by the inability of the electrical grid to keep up with the pace of construction. Local opposition to new AI data center projects is als...

Anastasija Trofimova/iStock via Getty Images Covered call or buy-write funds have existed for more than two decades. One of the first covered call vehicles that has emerged in the form of an ETF was the Invesco S&P 500 BuyWrite ETF ( PBP ) - established late 2007. However, it wasn't really until the JPMorgan Equity Premium ETF ( JEPI ) launched in 2020 that covered call ETFs started to gain significant traction among investors. From that moment (which coincided with a depressed yield environment due to extremely accommodative interest rates), investors started to appreciate more the benefits of covered call ETFs, such as: Yield enhancement. Extra downside protection (from collected option premium). Alpha potential in the case of volatile and sideways trading markets. Another element which helped drive wide adoption of covered call funds was the tailwinds associated with the ETF underlying exposures. As almost all (especially the widely known ones) vehicles were tied to either the S&P 500 ( SPY ) or the Nasdaq-100 ( QQQ ), which since 2020 have gone nowhere but up, their performance has been very compelling. Namely, these covered call ETFs have delivered not only juicy income streams but also tangible price returns. JEPI and the JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ ) - two of the largest covered call ETFs out there - are great examples of this. Now, as is usually the case, where there is demand, there is innovation and new (more interesting) supply coming online to grab some market share. In this respect, NEOS Investments - my favorite covered call ETF manager - has been excellent. It has taken the covered call ETF game to another level by structuring: Tax-efficient funds (section 1256 contracts). Cost-efficient funds (most have a management fee of 0.68%). Non-AI-linked funds (i.e., with value-oriented underlying holding). Goldman Sachs ( GS ), with its vehicles such as the Goldman Sachs S&P 500 Premium Income ETF ( GPIX ) and the Goldman Sachs Nasdaq-100...

Key PointsVillere St Denis J & Co LLC Exited position in Euronet WorldWide 244,878 shares, estimated transaction value of $17.53 million based on quarterly average pricing

周一，霍尔木兹海峡发生多起疑似伊朗袭击事件，数艘船只中弹，阿联酋一处石油港口起火。此前，美国总统唐纳德·特朗普试图动用美国海军疏通航道，此举引发了自四周前宣布停火以来伊朗冲突的最大规模升级。 特朗普在社交媒体上宣布的“自由行动”是其最新任务，这是首次明显试图利用海军力量疏通这条全球最重要的能源运输航道。 但至少在周一最初的几个小时里，这一冒险似乎适得其反：不仅没有引发商船通过海峡的激增，反而激起了伊朗的武力示威——伊朗长期以来一直威胁称，若局势升级，将对邻国发动新的袭击。 美军称有两艘美国商船成功通过海峡，但未说明具体时间。伊朗否认曾有此类船只通过。 该地区美军指挥官称，其舰队已击沉六艘伊朗小型船只，伊朗方面同样予以否认。布拉德·库珀海军上将表示，他“强烈建议”伊朗部队远离执行任务的美军资产。 伊朗当局则发布了一张地图，称其控制的海域范围已扩大，远超出海峡范围，涵盖大片国际水域，包括海峡两侧阿联酋海岸线的漫长地带。 韩国报告称，其一艘商船在海峡内遭遇爆炸并起火。英国海事安全机构报告称，有两艘船只在阿联酋近海遭到袭击，阿联酋国家石油公司表示，其一艘空载油轮在试图穿越海峡时遭伊朗无人机袭击。 在阿联酋境内全天发生多起据称由无人机和导弹发动的袭击事件后——其中一起袭击导致一个重要石油港口起火——阿联酋表示，伊朗的袭击标志着局势严重升级，并保留予以反击的权利。 海峡仍被封锁 特朗普一直苦于寻找解决方案，以应对伊朗封锁海峡所导致的国际能源供应中断。在战争爆发前，该海峡曾承载全球五分之一的石油和液化天然气运输量。 自特朗普与以色列联手对伊朗发动空袭的两个月以来，德黑兰方面基本封锁了海峡，仅允许本国船只通行。自上月起，美国也对进出伊朗港口的船只实施了封锁。 交战双方周一就美国新行动的初步影响发表了相互矛盾的声明，路透无法独立核实当地的全部情况。 但目前尚无迹象表明有大量商船正试图再次穿越海峡，主要航运公司表示，他们可能会等待双方就停火达成一致后再尝试通过。 革命卫队称未发生过境情况 美国中央司令部在X平台发文称，其部分海军导弹驱逐舰已在海湾内部支援此次行动，并表示两艘悬挂美国国旗的商船已穿越海峡，“正安全地继续航行”。 但该司令部未透露军舰或商船的具体名称，也未说明这些船只何时通过海峡。 伊朗革命卫队表示，过去几小时内没有商船穿越海峡，并称美方与此相反的说法是虚假的。 此前，伊朗...

More MSPs are adopting Nerdio Manager to help rapidly scale their Microsoft Cloud technologies and deliver better outcomes for their clientsCHICAGO, IL, May 04, 2026 (GLOBE NEWSWIRE) -- Nerdio, the only multi-tenant management solution for Microsoft 365, Windows 365, and Azure Virtual Desktop, today announced record MSP growth alongside the launch of Nerdio Manager for MSP 7.0. In 2025, the company grew its MSP user base over 100%, spanning Microsoft 365, Windows 365, and Azure Virtual Desktop.

Earnings Call Insights: Krystal Biotech (KRYS) Q1 2026 Management View "We delivered another quarter of global revenue growth with net revenue of $116.4 million in the Q." (Founder, Chairman, President & CEO Krish Krishnan) "Gross margin was 95%, and we delivered our 11th consecutive quarter of positive EPS." (President & CEO Krishnan) "FDA has now granted platform technology designations to both KB407 for CF and KB111 for Hailey-Hailey." (President & CEO Krishnan) "We estimate that more than 140 DEB patients have been prescribed VYJUVEK across Germany, Japan and France." (Executive VP & Head of International Laurent Goux) "European market plus Japan contributed to $28.9 million in net revenue, demonstrating the meaningful role these regions can play in the growth of VYJUVEK over time." (Executive VP Goux) "By bridging this gap, we have now been able to secure over 695 reimbursement approvals for DEB patients nationwide, even as access teams were navigating a higher volume of insurance switchovers." (Senior VP & Head of US Commercial Christine Wilson) "I am excited to share that we are faced with 2 registrational study readouts expected later this year and 2 more in 2027." (Founder, President of R&D and Director Suma Krishnan) "We anticipate approximately $175 million to $195 million in non-GAAP R&D and SG&A expenses for the full year of 2026." (Executive VP & Chief Accounting Officer Kathryn Romano) Outlook "Altogether, this sets up for 6 potential readouts before year-end, including 2 registrational study readouts." (President of R&D Krishnan) "We continue to expect the decision in Germany in the second half of 2026." (Executive VP Goux) "In France, we continue to expect a decision in 2027, which would further support broader access and reimbursement stability." (Executive VP Goux) "Based on our latest interactions, we now see a potential opportunity to launch in Spain in the second half of the year, again, pending the outcome of negotiations." (Executive VP Goux)...

Palantir Technologies (PLTR) is up over 5x in the last two years. It built its foundation on government contracts - defense, intelligence, and federal agencies - and that business is still growing fast. But the new growth vector is enterprise. Companies are moving from AI pilots to production deployment, and Palantir's AIP platform is becoming the infrastructure layer for that shift - autonomous workflows, real decisions, and running at scale.

Palantir Stock At $145: Five Risks Worth Tracking Yahoo Finance

格隆汇5月5日｜美联储威廉姆斯：并不存在一个“神奇的数字”表明政府债务会演变为危机。

Palantir Stock At $145: Five Risks Worth Tracking Trefis

Given high liquidity and tight options spreads in Amazon stock, a bull call spread is one way in while keeping risk defined.

Palantir Reports Earnings After the Bell. Here's How this High-Flying Artificial Intelligence (AI) Stock Can Impress the Market The Globe and Mail

格隆汇5月5日｜据德黑兰时报：阿布扎比拉响警报。

Talks highlight growing concern over AI capacity and access

CURB 8-K及美國證券交易委員會申報文件 Yahoo 財經

US Treasury Secretary Scott Bessent on Monday pressed China to ramp up diplomatic pressure on Iran to open the Strait of Hormuz even as he stressed that the US has “absolute control” over the strategic waterway. “Let’s see [China] step up with some diplomacy and get the Iranians to open the strait,” Bessent said in a Fox News interview. “Iran is the largest state sponsor of terrorism and China has been buying 90 per cent of their energy, so they are funding the largest state sponsor of...

科威特、巴林和卡塔尔谴责了伊朗针对一艘阿联酋籍油轮的袭击，当时该油轮正驶经霍尔木兹海峡。 阿布扎比国有石油公司（ADNOC）使用的一艘油轮在驶经霍尔木兹海峡时，被两架无人机击中。 责任编辑：李桐

Federal Reserve Bank of New York President John Williams said the current stance of the US central bank balances risks to price stability and full employment amid disruptions from the Iran war. Williams spoke Monday at an event in New York City. (Source: Bloomberg)

YinYang/iStock via Getty Images A Market Favorite: Sandisk Corporation ( SNDK ) has become a market favorite, but this print removed the tinted glasses through which the market saw the stock. The company reported Q3 '26 on Thursday after the bell, and the stock went on a rollercoaster despite a double beat and guidance that beat expectations. Before I get to the numbers, I want to lay the context out. The stock sold off when the print first came out, prompting investors to sell the news, before it made a strong comeback into Friday’s close. Ironically, the initial selloff might have had the right idea, flagging a headwind that investors haven’t priced in: Sandisk’s multi-year earnings path is now bracketed, as you can't have a violent upside surprise in FY27/FY28 if a majority of bits are pre-sold at today's economics. The stock digested the selloff rather quickly and was up another 8% on Friday and is up over 1.5% on Monday in premarket trading. Seeking Alpha I last covered the stock in late March , downgrading it to a Sell from my Buy in late January . The Techie My sell came following Google's ( GOOG ) TurboQuant algorithm, which at the time I thought challenged the AI-driven storage demand narrative that pushed the stock up over 3542% over the past year. At the time, I said the following: The Techie While the company outperformed the high bar it had set back in January, it has now introduced a new risk going forward. With most of the positives priced in a few quarters out, I’m maintaining the stock with a Sell at these levels, as the easy money in the stock has been made, and the risk-reward turns less favorable following the run. NBM: The New Business Model (NBM) framework is the real takeaway from this print, in my opinion. Five multi-year supply agreements signed (3 in Q3, 2 in early Q4), with the longest term at 5 years. The three Q3 deals alone carry $42 billion in minimum contractual revenue, and the five in aggregate carry $11 billion in financial guarant...

格隆汇5月5日｜美联储威廉姆斯：预计未来几年人工智能将带来更高的生产率增长。