Seeking Alpha More on ZIM Integrated ZIM Integrated: The Sakal $4.5B Bid Just Made A Done Deal Better ZIM Integrated: Rating Downgrade Due To Dividend Uncertainties ZIM Integrated Shipping: I'm Not Playing The Merger Roulette ZIM Integrated GAAP EPS of -$0.71 misses by $0.33, revenue of $1.4B misses by $60M ZIM Integrated Q1 2026 Earnings Preview

French ‌defence group ‌Thales and ​Alphabet's Google Cloud have signed ‌a ⁠deal to launch ⁠a new ​European ​cloud solution ​in ‌Germany that will be operationally and legally ‌independent ​from ​Google, ​the ‌companies said on ​Wednesday. (Reporting ​by Gianluca ​Lo ‌Nostro; Editing ​by Matt ​Scuffham)

JHVEPhoto Hasbro ( HAS ) reported a 12.7% year-over-year increase in revenue for its fiscal first quarter, driven by strong growth in its Wizards and Digital Gaming segment, which rose 26%, while Consumer Products remained flat and Entertainment declined 24%. Adjusted operating profit was up 29% to $287M during the quarter that ended on March 29, reflecting favorable product mix and topline strength. Adjusted EPS came in at $1.47 vs. $1.29 consensus and $1.04 a year ago. Hasbro ( HAS ) said the Wizards segment benefited from a 36% increase in MAGIC: THE GATHERING revenue, supported by new releases and continued back-catalog strength, while Monopoly Go! contributed $41M. Consumer Products performance was steady, with gains in key categories offset by tough prior-year licensing comparisons. The Entertainment segment saw lower revenue due to deal timing but improved profitability from reduced royalty expenses. On the capital allocation front, Hasbro ( HAS ) returned $106M to shareholders and allocated $96M toward debt reduction, including issuing $400M in new notes to refinance upcoming maturities and repurchase higher-cost debt. Looking ahead, Hasbro ( HAS ) continues to expect revenue to be up 3% to 5% in constant currency, an adjusted operating margin of 24% to 25%, and adjusted EBITDA of $1.40B to $1.45B (midpoint $1.425B) vs. the consensus estimate of $1.44B. "We remain focused on delivering our annual objectives by driving operating leverage, investing behind our highest-return brands, and returning cash to shareholders as we build on this solid start to the year," highlighted CFO Gina Goetter. Shares of Hasbro ( HAS ) edged 0.3% higher in premarket trading on Wednesday after gaining 3.7% on Tuesday. More on Hasbro Hasbro: Magic Is Working, But I'm Not Spellbound Hasbro: MAGIC Strength Increasingly Reflected (Downgrade) Hasbro reports mixed Q1 results; reaffirms FY26 outlook Hasbro Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating on Hasbro

Key Points Oil futures suggest current supply disruptions are temporary. Energy stocks may benefit if oil prices remain high longer than expected, not least because oil companies aren't as yet ramping up investment in response to the closure of the Strait of Hormuz. 10 stocks we like better than Global X Funds - Global X Mlp & Energy Infrastructure ETF › It's time to revisit what the oil futures market is pricing in. The data make for fascinating reading and, arguably, positive news for investors in energy stocks such as Chevron (NYSE: CVX) and U.S.-focused energy infrastructure ETFs like the Global X MLP & Energy Infrastructure ETF (NYSEMKT: MLPX). Here's what it all means to investors. Interpreting the oil futures data In theory, at least, futures prices should trade in "contango," meaning that prices further out trade higher than near-term prices. This reflects the cost of storage, insurance, and cash tied up in holding it. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » However, in practice, oil futures often trade in backwardation (as in the chart), whereby nearer-term prices are higher than longer-term prices. This is possibly due to a concerted preference to avoid the risk of a future price rise due to OPEC action or geopolitical factors by having oil to hand in the near term. Backwardation also occurs when a scarcity of near-term supply stresses the oil market, but it is expected to normalize over time. That's pretty much what the chart says. You could think of it as the market signaling it's pricing in a near-term supply constraint that will normalize over time. There are two things in the chart that imply that futures contracts are shown as being higher in early April than in mid-May: Both sets of data show backwardation with lower prices in the future. Note that the spread between the M...

Immunovant press release ( IMVT ): Q4 GAAP EPS of -$0.73 misses by $0.13 . As of March 31, 2026, Immunovant’s cash and cash equivalents totaled approximately $902.1 million, providing runway for announced indications through the potential commercial launch of IMVT-1402 in GD. More on Immunovant Immunovant: Best-In-Class Ambitions, Still Unproven Immunovant, Inc. (IMVT) Discusses Brepocitinib Program Expansion and Batoclimab Phase III Data Update Transcript Immunovant, Inc. (IMVT) Discusses Brepocitinib Program Expansion and Batoclimab Phase III Data Update - Slideshow Immunovant falls on late-stage trial setback for TED therapy Seeking Alpha’s Quant Rating on Immunovant

格隆汇5月20日｜声明显示：阿联酋呼吁伊拉克防止从其领土发起的敌对行为，此前巴拉卡核电站在周日遭到攻击。

India’s treasury bill yields surged at a weekly auction, signaling fixed-income traders are starting to price in potential interest-rate hikes by the central bank. Yield on the 364-day treasury bill rose 21 basis points to 5.9750% Wednesday, the most in nearly four years, according to data compiled by Bloomberg. Yields on 182-day t-bills were up 22 basis points, while those on the shortest-tenor t-bills were up over 18 basis points. “The three-month t-bills are pricing in a 25-basis-point rate hike,” said Puneet Pal , head of fixed income at PGIM India Mutual Fund. “This was bound to happen as t-bill yields were way too low relative to overnight index swaps and bank certificates of deposits.” The Reserve Bank of India last hiked rates in February 2023 as consumer prices surged. Inflationary pressures are rising again as state-run refiners start passing on some of the oil price gains to households. Read More: Here’s a Look at India’s Measures to Stem Hit From Oil Shock

資金動向 | 北水狂買中芯國際超21億港元，連續5日搶籌瀾起科技 SL886 財經網

习近平为俄罗斯总统普京举行欢迎宴会 2026-05-20 19:11:24 来源： 同花顺7x24快讯 分享 5月20日晚，国家主席习近平在北京人民大会堂为俄罗斯总统普京举行欢迎宴会。(央视新闻)

日前，特斯拉在官方社交平台抛出一个“灵魂发问”：为啥十几年前的特斯拉还在跑，同期其他电车却难觅踪影？ 话题下面，特斯拉引用了电池寿命数据：旗下车型行驶32万公里后，电池容量平均还能保持在原始容量的80%以上。按照特斯拉的说法，一辆出厂续航500公里的特斯拉，里程表指针超过32万公里后，满电续航还能跑约400公里。 图/特斯拉博文，来源/互联网 新能源观截图 这个话题迅速在社交平台引发热议，有支持的声音，也有质疑声。争议随之而来： 这是客观陈述，还是刻意营销？特斯拉到底想说什么？ 要知道，这家公司眼下的日子并不好过。2025年特斯拉全球交付量约163.61万辆，同比下降8.6%，连续两年销量下滑。中国市场表现同样承压。曾经的“电动车鲶鱼”，正在被国产车企群起围剿。 然而，销量下滑是一回事，技术实力是另一回事。特斯拉这次“灵魂发问”之所以戳中了很多人的神经，不是因为它有多高明，而是因为它问出了一个我们不太愿意面对的问题： 当我们的新车在配置表上“遥遥领先”时，十年之后，还能有多少辆在街上跑？ 1. 一块电池跑12年，特斯拉做对了什么？ 时间回到12年前，彼时的国内新能源电动车市场还是“油改电”的天下。 北汽、江淮等品牌推出的早期电动车，续航短、电池衰减快、保值率低，如今还能正常上路的寥寥无几。 而同期进入中国市场的纯电Model S——那时还没有新能源绿色号牌，它们挂着不符合电动车身份的“蓝牌”，确实仍在路上呼呼跑着。 图/蓝牌纯电Model S，来源/互联网 新能源观截图 在特斯拉看来，一些早期电动车的电池太不耐用的原因就两个： 一味盲目堆砌电芯，不管是否符合实际，只求参数好看；电芯管控能力薄弱，部分电芯过载损耗而部分又长期闲置失衡，如此反复，电池用个两三年就老化严重。 反观倒反天罡的蓝牌特斯拉，12年过去了，这块电池为什么这么能打？特斯拉把这归功于三点：BMS、智能预热以及OTA远程升级。 BMS全称电池管理系统，可以理解为电池的“智能管家”。它实时监控每块电芯的电压和温度，最关键的功能是“均衡”——让每个电芯充放电速度保持一致。好比一群人抬木头，有人拼命有人偷懒，偷懒的长期不用会废掉，拼命的迟早累垮。 BMS让所有人均匀用力，电池寿命自然更长。 图/BMS图解，来源/互联网 新能源观截图 智能预热则解决了低温损伤问题。冬天电池活性下降，如果冷启动直接大电流输出，锂...

Tredje AP fonden bought a new stake in Astera Labs, Inc. (NASDAQ:ALAB - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 31,277 shares of the company's stock, valued at approximately $5,203,000. Other institutional investors have also recently made changes to their positions in the company. Perigon Wealth Management LLC raised its stake in Astera Labs by 6.2% in the 4th quarter. Perigon Wealth Management LLC now owns 1,252 shares of the company's stock valued at $208,000 after purchasing an additional 73 shares during the last quarter. Clearstead Advisors LLC grew its holdings in shares of Astera Labs by 13.6% during the third quarter. Clearstead Advisors LLC now owns 636 shares of the company's stock worth $125,000 after buying an additional 76 shares in the last quarter. Sound Income Strategies LLC raised its position in shares of Astera Labs by 9.2% in the fourth quarter. Sound Income Strategies LLC now owns 902 shares of the company's stock valued at $164,000 after buying an additional 76 shares during the last quarter. Venturi Wealth Management LLC lifted its stake in shares of Astera Labs by 2.6% in the fourth quarter. Venturi Wealth Management LLC now owns 3,284 shares of the company's stock worth $546,000 after buying an additional 84 shares in the last quarter. Finally, Great Valley Advisor Group Inc. boosted its position in Astera Labs by 2.2% during the second quarter. Great Valley Advisor Group Inc. now owns 4,119 shares of the company's stock worth $372,000 after acquiring an additional 90 shares during the last quarter. 60.47% of the stock is owned by institutional investors and hedge funds. Get Astera Labs alerts: Sign Up Insider Activity In other Astera Labs news, COO Sanjay Gajendra sold 230,639 shares of the firm's stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $198.22, for a total transaction of $45,717...

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格隆汇5月20日｜据彭博，印度总理纳伦德拉·莫迪送给意大利总理梅洛尼的一包焦糖太妃糖，周三意外推动一家小型软件公司的股价大涨。Parle Industries Ltd股价上涨5%，创下两个月来最大涨幅。原因似乎是投资者误将该公司当成了Parle Products Pvt，后者是印度Melody糖果及知名Parle-G饼干生产商。这场“乌龙”源于梅洛尼发布的一段视频。视频中，莫迪送给她一包Melody糖果，也让长期流传于社交媒体上的“Melodi”梗再次走红。“Melodi”一词由Modi和Meloni两人的名字组合而成。

TAT Technologies press release ( TATT ): Q1 GAAP EPS of $0.26 beats by $0.07 . Revenue of $41.1M (-2.5% Y/Y) beats by $0.78M . More on TAT Technologies TAT Technologies: Sold For All Wrong Reasons, I Believe It's A Strong Buy TAT Technologies Ltd. (TATT) Q4 2025 Earnings Call Transcript TAT Technologies Ltd. 2025 Q4 - Results - Earnings Call Presentation TAT Technologies Q1 2026 Earnings Preview Quant snapshot: Baozun, Sohu among top-rated names as Sol Strategies, Arqit Quantum lag

格隆汇5月20日｜德方纳米公告，公司于2026年5月19日召开的第四届董事会第二十六次会议审议通过了《关于终止部分对外投资项目的议案》，同意公司终止在曲靖经济技术开发区建设的“年产33万吨新型磷酸盐系正极材料生产基地项目”和在会泽县建设的“年产11万吨新型磷酸盐系正极材料生产基地项目”，并授权公司管理层办理项目相关终止手续。根据《深圳证券交易所创业板股票上市规则》等相关法律法规和《公司章程》等相关规定，上述终止对外投资事项不构成关联交易，亦不构成《上市公司重大资产重组管理办法》规定的重大资产重组。

Lowe's (LOW) came out with quarterly earnings of $3.03 per share, beating the Zacks Consensus Estimate of $2.96 per share. This compares to earnings of $2.92 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +2.39%. A quarter ago, it was expected that this home improvement retailer would post earnings of $1.95 per share when it actually produced earnings of $1.98, delivering a surprise of +1.54%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Lowe's, which belongs to the Zacks Retail - Home Furnishings industry, posted revenues of $23.08 billion for the quarter ended April 2026, surpassing the Zacks Consensus Estimate by 0.62%. This compares to year-ago revenues of $20.93 billion. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Lowe's shares have lost about 9.5% since the beginning of the year versus the S&P 500's gain of 7.4%. What's Next for Lowe's? While Lowe's has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this ...

Only four companies have a market value of $3 trillion or more. However, by the end of 2027, I think four other companies will join this exclusive club. One of these stocks is a no-brainer, but the other three will need to make some noise to reach a $3 trillion market cap by the time 2027 ends. The four stocks I think can reach this level are Amazon (AMZN 2.08%), Taiwan Semiconductor Manufacturing (TSM 0.94%), Broadcom (AVGO 2.51%), and Meta Platforms (META 1.36%). All four of these stocks are heavy competitors in the artificial intelligence (AI) build-out, and I think they could make for genius investments. Amazon Amazon is about the easiest pick for this list. It currently has a $2.8 trillion market cap, so reaching $3 trillion should occur this year, let alone 2027. While Amazon is commonly thought of as a commerce investment, the reality is that its Amazon Web Services (AWS) cloud computing segment is driving a lot of its earnings growth. Expand NASDAQ : AMZN Amazon Today's Change ( -2.08 %) $ -5.50 Current Price $ 259.36 Key Data Points Market Cap $2.8T Day's Range $ 255.19 - $ 262.27 52wk Range $ 196.00 - $ 278.56 Volume 1.6K Avg Vol 46M Gross Margin 50.60 % AWS' first quarter was its best quarter in nearly four years, and if it can keep that pace up, the company should easily reach $3 trillion within a few months and be well past the $3 trillion mark by the end of 2027. Taiwan Semiconductor Now is where things get a bit more interesting. Currently, Taiwan Semiconductor is a $2 trillion company, so it needs to rise about 50% to gain entry to the $3 trillion club. That's no easy feat, but with major chip demand stemming from increased AI spending, I think it's possible. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -0.94 %) $ -3.71 Current Price $ 392.24 Key Data Points Market Cap $2.0T Day's Range $ 385.07 - $ 398.81 52wk Range $ 190.03 - $ 421.97 Volume 6K Avg Vol 14M Gross Margin 60.72 % Dividend Yield 0.85 % Taiwan Semiconductor expe...

Robert Way/iStock Editorial via Getty Images Investment Thesis I have been bullish on Alibaba ( BABA ) since 2021-2022, where the stock was trading in the low $60 range while the pessimism towards China technology stocks was at its peak. Even though the stock has doubled from that level, it has turned out to be a laggard investment compared to the overall market as the recovery period was much longer than anticipated. The reason why the current thesis is all about AI and not about e-commerce is because Alibaba has transformed itself into an integrated AI and cloud infrastructure company using Qwen models and proprietary chips. Data by YCharts AI Revenue Run Rate Accelerates Forward Cloud Profitability Alibaba derives AI product monetization fastly as Cloud Intelligence Group topline expanded 40% YoY. AI product topline maintained % growth across 11 quarters and is capturing 30% of cloud topline. AI revenue run rate is now over RMB36 billion. Here, Model and application services topline exceeded RMB8 billion and is progressing toward RMB10 billion. Alibaba has a solid hold on the AI infra stack as T-Head chips hit Model-as-a-Service production. Alibaba’s 60% of compute capacity serves the internet, finance and automotive sectors. Thus, operating a compute supply chain differentiates Alibaba from hardware scarcity issues and hardware ownership limits the impact of server deployment cost inflation. As client demand shifted from chatbots to AI agents, agent orchestration needs multiplication of inferencing workloads. As a result, Token consumption volumes on the Bailian platform expand revenue run rates. Although Alibaba also increased token prices due to shortages, their clients have acceptance levels in terms of changing token prices. Due to shortages in the supply side compared to demand, Model-as-a-Service generates higher profits than Infrastructure-as-a-Service for Alibaba. Q4 Earnings Moreover, this Token consumption growth lifts cloud segment gross margins and c...

Golar LNG ( GLNG ) declares $0.25/share quarterly dividend , in line with previous. Forward yield 1.8% Payable May 29; for shareholders of record June 1; ex-div June 1. See GLNG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Golar LNG Golar LNG: Structural LNG Tightness And Strategic Optionality Support Further Upside Golar LNG: One Of The Biggest Winners From The Iran War Golar LNG: The Base Is Priced, The Upside Is Not Golar LNG reports Q1 results Golar LNG Q1 2026 Earnings Preview

格隆汇5月20日｜英国首相斯塔默：关于对俄罗斯石油的制裁，短期有针对性的制裁旨在逐步实施新制裁并保护消费者。这绝不是以任何形式解除现有制裁的问题。现有的对俄罗斯的制裁不会以任何方式被解除。

Palantir (PLTR +0.11%) has been one of the most popular artificial intelligence (AI) stock picks over the past few years. However, its stock has faltered as of late. The stock has failed to meaningfully participate in the AI rally that kicked off in April, and is down around 35% from its all-time highs. Furthermore, the company reported a blowout first quarter, yet the stock hasn't budged. This may look like a genius buying opportunity for Palantir stock if you missed out on the initial rise. But is it a solid buy now or a trap? Palantir's attractiveness depends on what you value as an investor Depending on how you look at Palantir's stock, it's either a no-brainer buy or a company to stay far away from. This dichotomy makes the stock hard to analyze, as it really comes down to individual investor preference. From a growth standpoint, Palantir is crushing it. Its data analytics AI platform has been supercharged with the integration of generative AI. This has caused monster growth and allows Palantir's platform to perform tasks that humans normally would have had to do. With AI, insights are available nearly instantly, allowing anyone with decision-making authority to have the best information available at all times. The platform was originally catered to government use, but it has now stretched into the commercial space. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 0.11 %) $ 0.15 Current Price $ 135.29 Key Data Points Market Cap $324B Day's Range $ 133.62 - $ 137.46 52wk Range $ 118.93 - $ 207.52 Volume 2K Avg Vol 48M Gross Margin 84.07 % Both commercial and government divisions are thriving, with commercial revenue rising 95% year over year to $774 million in Q1, and government revenue increasing 76% to $858 million. This led to an overall growth rate of 85% year over year. Palantir isn't just a growth-at-all-costs business either; it put up an impressive 53% net income margin in Q1. That's incredible growth and profitability combined into one, and i...

德龙汇能公告，公司于2026年5月20日召开董事会，审议通过了子公司阳新燃气与湖北省梦润科技有限公司签署《加油站合作经营协议》的议案。阳新燃气将向梦润科技出租现有加油站建设场地及部分营业用房，由梦润科技负责投资和建设。加油站承包经营期限为12年，阳新燃气年度固定收益不低于81万元（含税），自第二承包经营年度起，还可按该年度营业收入的5%获得收益分成。

Analog Devices ( ADI ) declares $1.10/share quarterly dividend , in line with previous. Forward yield 1.06% Payable June 16; for shareholders of record June 2; ex-div June 2. See ADI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Analog Devices Analog Devices: Multiple Catalysts Driven By Multiple Megatrends Analog Devices: Strongest Growth Outlook Among DAO Peers Analog Devices: The AI Narrative Is Strong, But Investors Are Hedging Analog Devices Non-GAAP EPS of $3.09 beats by $0.18, revenue of $3.62B beats by $100M Analog Devices Q2 2026 Earnings Preview

格隆汇5月20日｜德方纳米(300769.SZ)公告称，公司拟与禄劝彝族苗族自治县人民政府签订投资协议，投资新建“禄劝德方纳米绿色磷基新能源材料产业链一体化项目”，项目新建年产30万吨磷酸盐正极材料项目及年产27万吨硝酸配套项目，计划总投资金额63亿元。项目建设周期24个月，资金来源为自有和自筹资金。本次投资不构成关联交易，尚需提交股东会审议。 此外，公司拟与曲靖市沾益区人民政府签订投资协议，在曲靖高新技术产业开发区投资新建“德方纳米锂电新材料一体化项目”，主要建设20万吨/年磷酸盐新材料生产线，预计总投资约24亿元。项目计划于2026年5月启动，建设周期24个月。本次投资不构成关联交易或重大资产重组，预计短期内不会对公司业绩产生重大影响。