We have selected seven of the most interesting and important news stories covering global relations from the past few weeks. If you would like to see more of our reporting, please consider subscribing. 1. Quad summit plan turns uneasy as India pushes ahead without top leaders: sources A stretch of awkward diplomacy was unfolding in the Indo-Pacific in April: New Delhi was planning to host a foreign ministers’ meeting that could have been framed as a leaders-level discussion, even if the top...

AI operator and military contractor Palantir Technologies (PLTR) is set to report first quarter earnings results after the bell on Monday. Morning Brief Host Julie Hyman Barron's Investor Circle Newsletter editor Josh Schafer look at Wall Street's expectations for the AI company, while also examining Palantir's release of a new chore coat.

Today, I’m talking with Uber CEO Dara Khosrowshahi. It’s become something of an annual tradition to have Dara join us in the studio when he comes to New York for Uber’s big GO-GET event every year, and it’s always a lot of fun. The big news this year is that Dara is really starting to think about Uber as a much larger platform for travel — starting with the ability to book hotels in the Uber app, thanks to a partnership with Expedia. There’s also new services, like being able to have coffee and snacks in your Uber when it arrives, and even personal shopping. Uber is going so far as to call this an everything app, so I wanted to see how far Dara thinks everything actually goes — and whether he’s feeling pressure to own more of the user experience in a world where AI companies keep promising that their chatbots will book all the cars for you. Verge subscribers, don’t forget you get exclusive access to ad-free Decoder wherever you get your podcasts. Head here . Not a subscriber? You can sign up here . I also wanted to know if those chatbots have created any opportunities for Uber. Last year Dara told me he was wide open to partnerships just to see if they were meaningful, but all the AI Uber integrations I’ve seen so far have been pretty clunky, and far slower than just using the app myself. So we dug into what Dara is seeing there — and if there’s any potential in the future. I’ve also been dying to talk to software CEOs about what AI is doing inside their companies, as AI coding tools and agentic systems upend software development. Just a couple of weeks ago, Uber’s CTO said the company had already burned through its entire token budget for the year by the start of April, and Dara told me he was rethinking how fast the company would hire people as it spent more money on tokens. That’s a big bet, and I wanted to know if Dara was rethinking how his software teams were structured as AI starts to muddle the relationship between product managers, designers, and engineers....

D-Wave Quantum (NYSE: QBTS) is gaining attention as quantum computing moves closer to real-world adoption. With customer traction, AI-related demand, and Wall Street pointing to major upside, the bull case is getting harder to ignore. But the valuation is already pricing in a lot, making execution the real story investors need to watch. Stock prices used were the market prices of April 27, 2026. The video was published on May 2, 2026. Continue reading

According to a new report published by global consultancy McKinsey & Co., there's a new $7 trillion opportunity that every investor should be aware of now. "The race to scale AI [artificial intelligence] has triggered one of the largest infrastructure build-outs in modern history," the report begins. "By our estimates, global spending on data centers could reach $7 trillion by 2030." Most investors looking to ride the AI trend have gone after AI stocks . Others have looked to buying data center REITs in order to cash in on the AI industry's rapidly rising appetite for new compute power. But there's one other category AI investors should be closely monitoring: nuclear energy. That's because it has the potential to deliver huge amounts of clean, reliable power to both the AI and the data center industries. When it comes to high-upside nuclear energy stocks , two clearly top the list. Continue reading

Key Events This Week: Payrolls, Quarterly Refunding, Confidence, And More Earnings Key data releases this week will be the US April jobs report and the University of Michigan’s consumer survey. Other economic events feature the US Treasury quarterly refunding announcement and rate decisions in Australia, Norway and Sweden. Corporate earnings include AMD, Palantir and Rheinmetall. The focus this week will be on the US April jobs report due Friday. Economists see payrolls up +65k in April, down from +178k in March, with a slightly faster earnings growth rate (+0.3% vs +0.2% in March) and a stable unemployment rate (4.3%). Other labor market indicators due will include the JOLTS report on Tuesday and the ADP report on Wednesday. Elsewhere, US indicators will include the University of Michigan’s consumer survey for May on Friday (our US economists forecast some rebound in sentiment from 47.6 in April to 52.2), the ISM services index on Tuesday and Q1 non-farm productivity data on Thursday. Rounding out US events, there will also be the quarterly US Treasury refunding announcement on Wednesday. From central banks, policy rate decisions will be due from the Reserve Bank of Australia on Tuesday (expect a hike) and Sweden’s Riksbank and Norway’s Norges on Thursday. There will also be plenty of speakers from the Fed and the ECB. European indicators next week will include the April CPI reports in Switzerland (Tuesday) and Sweden (Wednesday), as well as March industrial production, factory orders and trade in Germany. In politics, the focus will be on the local elections in the UK on Thursday. Elsewhere, there will be an OPEC+ meeting this Sunday. Finally, the busy corporate earnings schedule continues with highlights including tech names Palantir, AMD and CoreWeave and big consumer stocks Walt Disney and McDonald’s, amongst others. Defence firms Rheinmetall and Leonardo will also be in focus. Other notable European firms releasing results feature Shell, Ferrari and AB InBev. ...

格隆汇5月4日｜据初步测算，2026年五一假期第四天，全省4A级及以上景区接待游客306.1万人次，同比增长1.3%；纳入监测的14段古驿道沿线重点区域接待游客46.0万人次，同比增长2.8%；纳入监测的13家红色旅游经典景区接待游客24.1万人次，同比增长1.8%；纳入监测的100个乡村旅游点和历史古村落接待游客36.4万人次，同比增长1.5%；纳入监测的80个重点公共文化机构接待市民游客19.9万人次，同比增长2.6%。

美国普查局数据显示，3月工厂订单增长1.5%，预估中值为增长0.6%。 30位经济学家预测区间为下降1%至增长2.3%。 2月份工厂订单从持平修正为增长0.3%。 不含运输的新订单3月份增长1.6%，2月份增长了1.6%。 不含飞机的非国防资本品新订单增长3.4%，2月份增长1.6%。 3月份耐用品订单增长0.8%，2月下降1.2%。 责任编辑：陈钰嘉

AMZN shares maintain top of recent range with bullish MACD activity: weekly forecast Traders Union

美国总统特朗普宣布启动“自由计划”以协助船只通过霍尔木兹海峡，但市场对该计划的实际效果持怀疑态度，推动美国国债收益率周一进一步走高。 10年期美债收益率攀升至4.41%，维持在近四周高位附近。市场对特朗普提出的“引导”船只方案反应冷淡，主要原因在于执行细节缺失及伊朗的强硬回应。伊朗方面明确警告，任何干预都将被视为违反停火协议。 与此同时，地缘风险持续推高油价，加剧了通胀担忧。市场已几乎完全消化美联储年内维持利率不变的预期，联邦基金期货甚至计入约15%的12月加息概率。分析指出，这一系列因素正在侵蚀长期美债的吸引力，若局势进一步恶化，可能触发债券市场的抛售。 本周市场焦点将转向美国财政部季度再融资计划及周五公布的4月非农就业报告。投资者正密切关注在供应链压力持续和地缘风险升温的背景下，美联储对通胀前景的最新评估。 责任编辑：张俊 SF065

Microsoft Stock Edges Higher As Analysts Call Q3 Results A 'Clearing Event' - Microsoft (NASDAQ:MSFT) Benzinga

美国财政部长斯科特·贝森特在福克斯新闻表示，我们呼吁伊朗让300多艘船只在美国协助下驶离霍尔木兹海峡。 “现在正是国际伙伴挺身而出、向伊朗施压的好时机，”贝森特称。 贝森特表示，美国正在开放霍尔木兹海峡，“伊朗并未控制该海峡”。 “我们不是挑衅的一方，但如果伊朗选择升级局势，我们也愿意升级，”他表示。 他补充称，美军“仅在遭到攻击时才会开火”。 责任编辑：陈钰嘉

Cloudflare (NYSE:NET) currently trades around $207.07, while the average Wall Street price target sits at $231.85, implying roughly 12% upside. Cloudflare operates a global connectivity cloud that delivers content, secures traffic, and increasingly serves as infrastructure for AI workloads. CEO Matthew Prince has positioned the company as the platform powering the “agentic Internet,” where AI agents run ... Is Cloudflare Overvalued at 182x Earnings? Analysts Still See 12% Upside

PayPal (NASDAQ:PYPL) currently trades around $50.48, while the average Wall Street price target sits at $52.97. That leaves an implied upside of roughly 4.9%, which is a remarkably narrow gap for a stock that has been through this much turbulence. PayPal operates one of the largest digital payments platforms, spanning branded checkout, Venmo, and global ... Is PayPal a Buy Ahead of Business Restructuring After 45% Selloff?

德国财政部长拉斯·克林贝尔在布鲁塞尔表示，欧盟不希望围绕贸易问题与美国的紧张关系升温。 美国总统特朗普周五威胁要将从欧盟进口的汽车关税从15%提高到25%，称欧盟没有遵守其在2025年与美国达成的贸易协议。 克林贝尔表示，欧洲官员希望与美国走共同的道路，并且关税会损害双方的公司和就业。 但他表示，万一局势升温，欧盟也做好了准备。“欧洲正在信守其承诺，我也期待美方能做到同样的事情”。 责任编辑：李桐

We've crossed yet another one of Elon Musk's self-driving thresholds. Tesla's fleet of vehicles using the company's Full Self-Driving (Supervised) system has driven over 10 billion miles, according to the company's updated safety page . That means the company has crossed the line Musk set earlier this year for "safe unsupervised" driving. But Tesla owners did not suddenly wake up today to find their FSD (Supervised) vehicles transformed into FSD (Unsupervised) ones. FSD is still just a Level 2 system that requires a fully attentive human driver behind the wheel to monitor the road and be prepared to take over at any moment. In January, Mu … Read the full story at The Verge.

Tesla hits Musk’s threshold for ‘safe unsupervised’ driving The Verge

普拉亚消息：佛得角卫生部门4日拒绝荷兰“洪迪厄斯”号邮轮停靠首都普拉亚港，原因是船上有呼吸道疾病疫情。世界卫生组织欧洲区域主任汉斯·克吕热4日表示，在该船引发疫情的汉坦病毒不易在人际间传播，公众面临的风险较低。佛卫生部门通过佛得角国家通讯社发布的新闻稿说，该船于3日进入佛得角水域，此前佛方接到国际卫生机构通报，得知船上有呼吸道疾病疫情。经评估后，佛方决定不批准该船在普拉亚港靠泊。该船目前停留在佛得角近海海域，接受佛卫生部门持续监测，相关医疗保障由佛得角派出的医生、护士和实验室技术人员负责。据报道，“洪迪厄斯”号邮轮从阿根廷驶出，原本目的地是佛得角。世界卫生组织欧洲区域主任汉斯·克吕热4日在社交媒体上表示，世卫组织正与相关国家合作，支持医疗救治、人员转运、相关调查和公共卫生风险评估；汉坦病毒不易在人际间传播，此次事件对更广泛公众的风险仍然较低，无需恐慌，也无需实施旅行限制。世界卫生组织3日证实，“洪迪厄斯”号邮轮出现汉坦病毒感染引发的疫情，确诊1例汉坦病毒感染病例，另有5例疑似病例。其中有3人死亡。汉坦病毒主要由啮齿动物传播，人类可能通过与老鼠等受感染啮齿动物的尿液、粪便和唾液接触，或通过吸入这类排泄物或分泌物形成的气溶胶感染。世卫组织介绍说，汉坦病毒人际传播虽然罕见，但仍有可能发生，并可能导致严重的呼吸系统疾病。(新华社)

人工智能软件公司Palantir将于周一美股盘后公布2026年第一季度财报。这家以数据分析平台闻名的公司，再次带着“只许成功不许失败”的高预期走向业绩舞台，市场将密切关注其商业业务增速能否撑起当前逾200倍的市盈率。 根据市场共识预期，Palantir本季度营收预计约为15.4亿美元，同比增长约74%；调整后每股收益预计为28美分，较去年同期的13美分增长逾一倍。美国商业收入增长是本季财报的核心胜负手，市场预计该业务将同比增长约137%至6.05亿美元，规模将与政府业务相当。 在过去18个季度中，Palantir有14次达到或超过了分析师预期。Wedbush分析师Dan Ives重申跑赢大盘评级，目标价230美元，认为其AIP平台需求扩张正铺就一条通往万亿美元市值的“黄金之路”。然而也有机构持谨慎态度， RBC 资本市场仅给出90美元目标价，认为估值已过高。 值得关注的是，期权市场预计财报后股价将双向波动约10.5%。技术图形显示，146.50美元是关键的阻力位，若财报超预期且上调全年指引，股价有望突破该位置。分析师指出，全年业绩指引的上修可能比单季“超预期”更能决定股价的后续走向。 责任编辑：张俊 SF065

watch now VIDEO 2:48 02:48 Why students are choosing community college, certificates over four-year degrees Markets and Politics Digital Original Video It's a challenging labor market for those just starting out, and new job seekers will likely have to recalibrate their earning potential. Today's college seniors expect to make about $80,000 one year after graduation, according to a survey of undergraduates pursuing a bachelor's degree by real estate site Clever in February and March. Yet, the average starting salary for recent graduates is $56,153, Clever found, a difference of nearly $24,000. The disconnect between perception and reality only worsens over time. A decade into their careers, students anticipate making $144,889 on average. That's well over the average midcareer salary of $95,521, according to Clever. Read more CNBC personal finance coverage Social Security benefits are reduced for retirees who work. How that may change Fed keeps interest rates unchanged in April: What that means for you Used EV sales are surging — how their ownership costs compare to gas cars Trump said $465,000 in retirement savings is 'rich.' Is it? CNBC's Financial Advisor 100: Best financial advisors, top firms ranked More than three million new graduates enter the workforce every year, banking on the idea that a college degree is the ticket to a well-paying job. However, this year, those armed with a newly minted diploma have faced one of the toughest job markets in years. A shaky outlook for jobs As the artificial intelligence boom reshapes the workforce, some large employers have said they're replacing entry-level positions with AI in order to streamline operations and cut costs. Concerns about the economy and persistent inflation are also causing some companies to put hiring plans on hold. Amid a shaky job market, rising tuition and ballooning student loan balances , more young adults are questioning whether a college degree is worth it, several studies show. At the same time,...

NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding 24/7 Wall St.

While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding Yahoo Finance

While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding AOL.com

Amazon Stock: A Silent Feature Delivering Billions in Revenue For AMZN Watcher Guru

Image source: The Motley Fool. May 1, 2025, at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Investors are optimistic about new AI technology that could make quantum computers more efficient.

韩联社援引韩国外交部报道称，在霍尔木兹海峡的一艘船只据报发生爆炸和火情。 报道称，目前没有人员伤亡报告。 责任编辑：陈钰嘉

SoundHound AI (NASDAQ:SOUN) is back on every retail trader’s radar after a 43.11% rip in a single month and a 20.1% single-day pop into May, fueled by a Reddit setup note pitching a “voice AI infrastructure play with an interesting setup” ahead of earnings on May 7. SoundHound trades near $10 with the stock still ... Skip the SoundHound Hype — These Three Titans Own the AI Infrastructure Layer That Actually Matters

Here is the absolute core of Paramount’s (NASDAQ: PSKY) problem with the news channels it gets in its Warner Bros. Discovery buyout. Ancerson Copper is, by many measures, the most-watched show on CNN, which Warner owns. He stands 23rd overall in cable show ratings, with an audience of about 1.2 million. In sum, Paramount gets ... Joe Rogan’s Audience Is 10 Times More Than Anderson Cooper’s