We Are/DigitalVision via Getty Images Purpose I look at the high-frequency weekly indicators because while they can be very noisy, they provide a good nowcast of the economy, and will telegraph the maintenance or change in the economy well before monthly or quarterly data is available. They are also an excellent way to "mark your beliefs to market." In general, I go in order of long leading indicators, then short leading indicators, then coincident indicators. A Note on Methodology Data is presented in a "just the facts, ma'am" format with a minimum of commentary so that bias is minimized. Where relevant, I include 12-month highs and lows in the data in parentheses to the right. All data taken from St. Louis FRED unless otherwise linked. A few items (e.g., Financial Conditions indexes, regional Fed indexes, stock prices, and the yield curve) have their own metrics based on long-term studies of their behavior. Where data is seasonally adjusted, generally it is scored positively if it is within the top 1/3 of that range, negatively in the bottom 1/3, and neutrally in between. Where it is not seasonally adjusted, and there are seasonal issues, waiting for the YoY change to change sign will lag the turning point. Thus I make use of a convention: data is scored neutral if it is less than 1/2 as positive/negative as at its 12-month extreme. With long leading indicators, which by definition turn at least 12 months before a turning point in the economy as a whole, there is an additional rule: data is automatically negative if, during an expansion, it has not made a new peak in the past year, with the sole exception that it is scored neutral if it is moving in the right direction and is close to making a new high. For all series where a graph is available, I have provided a link to where the relevant graph can be found. Recap of Monthly Reports April data started out with another positive ISM manufacturing index, but employment contracted, and price increases were more wides...

ugis bralens/iStock via Getty Images May 1st ended up being a really great day for shareholders of Casella Waste Systems ( CWST ). The company saw its share price close up 9.6% after management announced financial results for the first quarter of the company's 2026 fiscal year. Even though the business fell short of analysts’ expectations when it came to earnings per share, both revenue and adjusted earnings per share came in higher than anticipated. Even more impressive is the fact that management decided to revise higher their guidance for 2026. This further underscores why I recently turned bullish about the company. In fact, back in late October of last year, I decided to upgrade it from a ‘hold’ to a soft ‘buy’ in light of continued strong revenue growth and an improved valuation. Unfortunately, even with this rise higher, the stock is still down 0.4% since I upgraded it, which is disappointing considering that the S&P 500 is up 4.6% over that same window of time. However, I remain confident that my upgrade is logical. And at the end of the day, I believe that the company deserves the ‘buy’ rating I have had it at since that time. Taking another look at Casella Waste Systems Author - SEC EDGAR Data For the most part, I would say that the first quarter of the 2026 fiscal year was a good time for shareholders of Casella Waste Systems. As the chart above illustrates, revenue came in for the quarter at $457.3 million. That represents an increase of 9.6% over the $417.1 million that the business reported a year earlier. It also happens to be $4.9 million above what analysts were hoping to see . Casella Waste Systems This overall growth is rather impressive for a company that operates in the solid waste services industry. For context, this is a rather sizable enterprise that, as of April 15th of this year, owned and operated 88 solid waste collection operations, 74 transfer stations, 34 recycling facilities, eight Subtitle D landfills, two landfill gas-to-energy faci...

It took me a while to get into Esoteric Ebb , a new CRPG from developer Christoffer Bodegård. The elevator pitch is basically Disco Elysium , but in the fantasy style of Dungeons & Dragons : You play as a cleric wandering around a small town who's trying to figure out, among other things, the mystery of why a tea shop in town exploded, and all the while, you're having conversations with different character traits in your head. Like Disco Elysium , you see the world from an isometric, top-down perspective. Also like Disco Elysium , Esoteric Ebb requires a lot of reading, weighing the opinions of your competing voices, and making some bold dice rol … Read the full story at The Verge.

Hi, friends! Welcome to Installer No. 126, your guide to the best and Verge -iest stuff in the world. (If you're new here, welcome, I need 10 or 15 skirts from Calvin Klein, and also you can read all the old editions at the Installer homepage .) Happy Ruthless Self-Promotion Week! We're dedicating almost all of this issue to the stuff we've been making recently. Personally, I've been reading about the Tesla diner and Dwarkesh Patel and The Rest Is History , starting a Ted Lasso rewatch to get ready for season 4 , watching a robot injure Joanna Stern , continuing down the rabbit hole of gorgeous Japanese stationery , wondering if those cool shoes … Read the full story at The Verge.

Toto is “aiming to achieve a toilet that never needs cleaning.” It’s also supplying electrostatic chucks — a semiconductor-manufacturing component critical to the memory-chip boom.

Massive AI infrastructure spending is driving revenues and profits higher across multiple industries.

The White House Correspondents Association Dinner was one of several incidents of gun violence in the U.S. last week. Others ended in injuries and fatalities. (Image credit: ROBERTO SCHMIDT/AFP via Getty Images)

Key PointsAI spending is expected to increase in 2027.

Five Stocks Right At Buy Points As Market Revs Again Investor's Business Daily

格隆汇5月2日｜据伊朗媒体：今日传出的爆炸声，系未爆弹药拆解销毁作业所致。

近日，宁德时代与湖南钢铁集团在福建宁德签署战略合作协议。双方将共同构建钢铁行业领先的“绿色能源、绿色交通”体系，打造钢铁行业低碳发展标杆体系。此次合作将以湖南钢铁集团三大生产基地为起点，推进厂区新能源改造、绿电应用、重卡电动化及低碳运维。宁德时代将为湖南钢铁集团提供源网荷储一体化、绿电直连等方案，推动火车头、重卡、船舶等设备电动化，配套建设充换电站。(人民财讯)

Datadog and Block are among the companies reporting their latest quarterly results next week that can count on earnings momentum as a catalyst. While most of the big names have already reported results, earnings season continues next week, with 121 companies in the S & P 500 on the docket to post earnings. Two that are also components of the Dow Jones Industrial Average — McDonald's and Walt Disney Co — are the week's headliners, while restaurant chains, media companies and gig economy platforms will also have a big showing. CNBC Pro screened data from FactSet to identify the S & P 500 companies reporting results next week that have seen accelerated earnings momentum lately. The stocks below had to meet the following criteria: Earnings estimates revised up by at least 10% in the past three and past six months Have an average analyst price target implying upside of at least 25% Have buy ratings from at least 55% of analysts covering the company One stock seeing improved earnings estimates is Datadog, which reports next Thursday . Shares of the software company have added 3% this year. Rothschild & Co. Redburn initiated coverage of the stock at a buy rating on April 23. "With a near-worst-case AI scenario priced in, we see Datadog as a structural winner due to its success in delivering product-led growth and its go-to-market track record," the firm wrote. "Despite demonstrating a recovery in growth after a macro-driven optimization cycle (2022-23), we believe Datadog's growth profile — among the highest-quality in the infrastructure software ecosystem — is not fully reflected by the market." Analyst Daniel Sepahi's $170 price target offers upside of 21% from where shares of Datadog closed on Friday. Lumentum , up a staggering 158% this year, could also get a post-earnings boost. The photonic play reports earnings next Tuesday . On Friday, Rothschild & Co. Redburn launched its coverage of the name at a buy rating and price target of $1,270, calling for upside of about ...

claffra/iStock via Getty Images Koninklijke KPN N.V. ( KKPNF ) ( KKPNY ) is reaching a key inflection point. As I wrote in an article earlier this year, this Dutch telco is on track to structurally reduce its capital expenditure from 2027 onward as it completes the rollout of a new fiber network. This should free up cash for returns to shareholders through increased dividends and share buybacks. The recent Q1 update provided sufficient reassurance that the investment case is still intact. Although revenue growth slowed down and came in slightly below consensus , the quarterly update confirmed that KPN is reaching its fiber targets. Also, KPN’s management once again committed to returning the excess cash flow to shareholders, which should result in a projected dividend payment of €0.25 per share over FY 2027, up from €0.182 per share last year. At the current share price of around €4.50, the increased dividend would imply a yield of roughly 5.5% As an added benefit, a company like KPN, with a strong market position and predictable cash flows, is made for the current market conditions. Since my previous article, the stock has proven a defensive stalwart and held up well in a volatile market, providing a total return of around 6% versus a 2% return on the S&P 500. Overall, I remain positive on KPN and reiterate my Buy rating. This is backed up by a Strong Buy by Seeking Alpha’s Quant Ratings , which is driven by positive earnings revisions and strong technical momentum. A slightly reduced number of outstanding shares lifts my target price slightly to €5.10. Consumer Segment Remains Rock Solid Now diving deeper into the Q1 report. The first quarter was solid, with one specific part of the business providing a drag. Overall services revenue (KPN’s key revenue metric) grew by 0.6% to just over €1.3 billion. This was around €10 million below pre-earnings consensus and short of the company’s full-year target of 2% to 2.5% service revenue growth. The consumer segment continu...

KenWiedemann/E+ via Getty Images The 152nd Kentucky Derby runs today. As always, Churchill Downs in Louisville will be packed to the gills. It's a good thing they upgraded the place the past few years. I'm a horse racing fan. I'm not a very big gambler, but there's so much I like about the sport, the game, and the analytics. I'm a regular track-goer, but as much because it is an outdoor sport, you can see it from very close up, and people in the industry are typically very accessible. It's hard work to train and ride horses, getting up at 4 a.m. every single day. My interest in horse racing led to ownership as I created a horse racing syndicate with a couple of next-gen horsemen. The perks of being an owner, not to mention the potential tax advantages under the OBBBA (One Big Beautiful Bill Act) of 2025, are quite remarkable, and have incentivized an increase in ownership, especially among those who traditionally were shut out because they were not billionaires. Or even millionaires. Since my semi-retired world, including my business, is still mostly investment research oriented with a "side" of horse racing fandom, racehorse ownership, and an ever-mindful connection between the analytic similarities between that sport and the "sport" of picking stocks, I could not resist penning an article that ties them together. Because as someone who often spends his week going back and forth between the two, I can tell you, the analogies are never-ending. But how to do it in a way to convey to this audience, a stock-picking crowd, not a horse racing crowd, how to relate the "Run For The Roses" this Saturday to how I think of the stock market? I figured it out. And that's what this article is about. There are 20 horses in the Kentucky Derby, barring late scratches. A few horses due to run have already been replaced. And as I've been writing here for a while, the stock market continues to be very much a 20-horse race. Here are the 20 biggest US stocks by market cap. They represen...

Shares in Agios Pharmaceuticals (NASDAQ: AGIO) rose by 11.2% this week, putting the stock into positive territory for the year. The move comes after a well-received first-quarter earnings report that showed strong progress in Aqvesme's U.S. commercial launch. Management also provided an update on the progress of its pipeline, including mitapivat for sickle cell disease (SCD) and tebapivat for Lower-Risk Myelodysplastic Syndromes (MDS) and SCD. The pharmaceutical company already has mitapivat approved to treat hemolytic anemia in adults with Pyruvate Kinase (PK) deficiency under the brand name Pyrukynd. It also has mitapivat, which was more recently approved in the U.S. to treat adult thalassemia under the brand name Aqvesme, and the addition of Aqvesme sales (the first quarter of full sales) helped sales grow to $20.7 million from just $8.7 million in the same quarter of 2025. Management expects "very strong demand" for Aqvesme in the coming quarters. As readers already know , the company recently suffered a setback when a rival developer of a pyruvate kinase-R (PKR) activator, Novo Nordisk, reported top-line results from a trial indicating that its drug, etavopivat, was superior to mitapivat in treating SCD. In a nutshell, etavopivat achieved both of its primary endpoints in SCD, but mitapivat failed to meet one of them: reducing the annualized rate of pain crisis events. Continue reading

《科创板日报》5月2日讯（记者 黄修眉） 随着AI算力需求持续井喷，2025年至今，光通信领域俨然成为A股资本市场的一大主线。 具体到科创板，随着相关企业2025年报和2026年一季度披露完毕，科创板光通信板块也交出了实打实的“成绩单”，“全线飘红”成为板块关键词。 统计显示，板块头部企业已迎来爆发式增长。这一波业绩狂飙，不再依赖过去的市场预期炒作，而是源于AI数据中心对高速光模块的刚性需求——从800G到1.6T的产品迭代，让中国企业真正接住了大客户的订单。 业内人士认为，随着全球科技巨头对光通信产业链环节需求的进一步提升，科创板光通信企业正迈入“量价齐升”的成果收获期。 ▍业绩放榜：科创板光通信、PCB企业频现“倍增” 整体来看，总共41家科创板光通信领域企业的两大报告期业绩。 以2025年度营收同比增幅来看， 源杰科技 、 华丰科技 、 生益电子 、 仕佳光子 、 灿勤科技 位居科创板企业前五，其营收分别为6.01亿元、25.28亿元、94.94亿元、21.29亿元、7.24亿元；同比增幅分别为138.5%、131.5%、102.6%、98.1%、76.1%。 2025年度归母净利润同比增幅位居前五的分别为源杰科技、华丰科技、仕佳光子、 南亚新材 、生益电子，分别实现归母净利润1.91亿元、3.59亿元、14.73亿元、3.72亿元、1.20亿元；增幅分别为3212.6%、2120.1%、473.2%、377.6%、343.8%。 以2026年一季报营收同比增幅来看，源杰科技、 博众精工 、灿勤科技、 杰普特 、南亚新材，分别实现营收3.55亿元、14.81亿元、2.48亿元、6.61亿元、18.32亿元；增幅分别为320.9%、100.9%、98.0%、92.8%、92.4%。 2026年一季报归母净利润同比增幅位居前五的分别为 凌云光 、源杰科技、南亚新材、 思瑞浦 、 嘉元科技 ，分别实现归母净利润2.00亿元、1.79亿元、1.50亿元、1.05亿元；增幅分别为1233.1%、1153.1%、610.8%、577.3%、392.8%。 从上述数据容易看出，随着AI算力需求的持续井喷，光通信上游光芯片企业源杰科技、仕佳光子，PCB龙头生益电子、南亚新材是自2025年以来AI算力增量的最大的受益者。两大报告期中，上述企业的营收和净利润同比增幅均非常显著。 ...

716,024 Shares in Qualcomm Incorporated $QCOM Bought by PFA Pension Forsikringsaktieselskab MarketBeat

Apple (AAPL) Gets a Hold from Rosenblatt Securities The Globe and Mail

Horizon Investments LLC Reduces Stock Position in Qualcomm Incorporated $QCOM MarketBeat

《科创板日报》5月2日讯（记者 陈俊清） 截至目前，科创板存储板块公司密集披露2026年第一季度财报与2025年年度报告。 从整体业绩来看， 板块内超九成存储相关企业实现营收正增长，超过半数企业净利润同比增长，芯片设计与晶圆制造两大产业链环节领跑。即便身处存储行业传统业绩淡季，相关企业营收、净利仍保持较强韧性。 从行业情况来看， 随着全球存储芯片周期自2024年下半年触底反转，叠加AI大模型、服务器、智能终端三大需求共振，行业供需格局持续偏紧，成为本轮业绩回暖核心支撑。行业整体呈现行业整体呈现“营收高增、利润弹性高、研发持续加码”的强势格局。 ▍ 佰维存储 成业绩增速冠军 据财联社星矿数据统计显示，科创板共有21家涉及存储业务的公司，涵盖存储设备、材料、芯片设计、封测及终端应用等多个领域。受益于DRAM、NAND Flash价格超预期上涨与下游需求回暖，整体营收与净利润整体向好。 从2025年全年表现来看，21家半导体存储企业合计营收594.61亿元，19家实现营收正增长。具体来看，营收规模前五的企业为 华虹公司 、佰维存储、 华润微 、 澜起科技 、 普冉股份 。从盈利表现看，13家2025年净利润实现正增长，其中澜起科技以22.36亿元净利润继续领跑。 除华虹公司外，其余20家企业均已披露2026年第一季度报告。数据显示，20家公司中，营收规模排名居前的包括佰维存储、澜起科技、华润微、普冉股份、 东芯股份 。实现营收同比正增长的达16家，实现净利润同比增长的达11家。 需要注意的是，一季度属于存储行业传统淡季，通常并非相关企业的主要利润贡献期。 从多家公司发布的最新一期财报来看，AI算力爆发仍是推动存储企业业绩高增的主要推动力。 数据显示，佰维存储2025年度及2026年一季度营收与净利润增速均排在第一位，成为板块营收、净利润增速双料冠军。该公司在2026年第一季度财报中表示，业绩大幅增长主要受益于AI算力爆发，存储行业进入高景气周期，市场需求旺盛推动产品价格持续上涨，2026年内存储市场仍然比较景气。 与此同时，佰维存储正进行产能扩张。该公司近日发布投资者关系活动记录表显示，其位于东莞松山湖的晶圆级先进封测制造项目进展顺利，正按客户节奏稳步推进打样与验证工作。如果客户导入顺利，预计将于2026年年底起正式贡献收入。 澜起科技表示，业绩增长主要是受益于AI产业趋...

Russian troops are inching towards the city of ⁠Kostiantynivka in Ukraine’s eastern ⁠Donetsk region, trying to establish ⁠a foothold close to a heavily defended area, Ukraine’s top army official said on Saturday. Kostiantynivka, along with other cities, forms a so-called fortress belt in the country’s east – an area well-fortified by the Ukrainian military. “We ‌are repelling the Russian occupiers’ persistent attempts to gain a foothold in the outskirts of Kostiantynivka using infiltration...

1、【实干笃行创伟业 团结奋斗新征程】劳动开创美好未来 奋斗铸就时代华章； 2、以更大力度更实举措加强基础研究——习近平总书记在加强基础研究座谈会上的重要讲话引发热烈反响； 3、人民日报评论员文章：抓住机遇，以更大力度更实举措加强基础研究——论学习贯彻习近平总书记在加强基础研究座谈会上重要讲话； 4、我国首个算电协同绿电直供项目正式投运； 5、推动非中经贸合作迈上新台阶——非洲政要积极评价中国对非洲建交国全面实施零关税举措； 6、中国担任安理会5月轮值主席 聚焦三项重点； 7、美国称下周提高欧盟输美汽车关税； 8、美国防部称拟从德国撤出约五千驻军； 9、伊朗提出美伊谈判最新方案 美称美伊敌对行动已结束 美民调显示超六成美国人认为对伊朗动武是错误； 10、以称打击黎南部 真主党称打击以军目标； 11、古巴举行大型“五一”集会呼吁捍卫主权； 12、18个地区试点中医药服务消费和服务贸易融合发展； 13、绿色出行热度攀升 多举措保障充电需求； 14、京津冀 黄河流域国家级自然保护区生态环保成效显著； 15、国务院安委办部署“五一”假期安全生产明查暗访工作。（央视新闻）

Key PointsMany investors are tempted to buy stocks that are thriving right now.

据央视新闻，从世界航母发展来看，一艘成熟的航母要具备制空、制海、预警、电子对抗及反潜等强大的综合战力。军迷们把支撑这些能力的核心舰载机体系称为 “航母五件套”。 “航母五件套”堪称现代化航母战力核心，由隐身舰载战斗机、多用途弹射舰载战斗机、固定翼舰载预警机、固定翼电子战机和反潜直升机构成。 在电磁弹射技术的加持下，随着多型新式战机的列装，人民海军已经成功配齐“航母五件套”，初步建成核心舰载机体系。一起去看看其中的明星选手↓ 歼-15T重型舰载战斗机 歼-15T重型舰载战斗机，可依托其大载弹量和大航程，对敌人实施饱和式攻击，拥有很强的对海对陆打击能力。 总台记者 孙新：这根又细又长的杆，叫作弹射杆，它是歼-15T飞机为弹射起飞专门量身制造的。它能直接钩住航母甲板上的电磁弹射器，瞬间就能把几十吨重的歼-15T从静止的状态加速到几百公里每小时，拽着战机冲离甲板。 歼-35舰载战斗机 歼-35舰载战斗机，采用一体化设计的单座、双发、外倾双垂尾总体布局。它是我国自主研制新型隐身舰载战斗机，重点承担航母编队夺取制空权任务，是海军实现由近海防御型向远海防卫型转变的标志性装备。 空警-600舰载固定翼预警机 空警-600，是我国第一型舰载固定翼预警机，支持弹射起飞，能够遂行预警探测、指挥引导、目标指示和作战协同等任务，被誉为“海空司令部”，能够为航母战斗群提供更长的预警时间，大大提高拦截效率。 航空工业一飞院院长 耿延升：目前想给空警-600一个神话人物的名字，叫哪吒。哪吒在神话故事里面，是一个不畏霸权、不畏强权、为正义敢于斗争的形象，我们也想它以后，在战场上体现出这么一种气质。

Laser1987/iStock Editorial via Getty Images Spirit Aviation Holdings ( FLYYQ ), the parent company of Spirit Airlines, LLC, announced on Saturday that the ultralow-cost airline has started to wind down its operations, effective immediately, after failing to secure financial support amid soaring oil prices. The announcement came after reports indicated on Friday that certain bondholders of the company and the government failed to agree on a $500M lifeline offered by the Trump administration to save the struggling airline. “All Spirit flights have been cancelled, and Spirit guests should not go to the airport,” the company, which once accounted for nearly 5% of U.S. flights with its bright yellow planes, said in a statement. Spirit ( FLYYQ ) added that it will automatically start processing refunds for any flights booked using credit or debit cards. In the case of flights booked through travel agents, customers should contact the agents to request refunds. Compensation for bookings made using any other method, such as Free Spirit points, will be determined through the bankruptcy process, according to the statement. "In March 2026, we reached an agreement with our bondholders on a restructuring plan that would have allowed us to emerge as a go-forward business,” Spirit ( FLYYQ ) CEO Dave Davis said. “However, the sudden and sustained rise in fuel prices in recent weeks ultimately has left us with no alternative but to pursue an orderly wind-down of the Company,” he added. Spirit’s ( FLYYQ ) exit is expected to benefit its competitors, such as Frontier Airlines ( ULCC ) and JetBlue Airways ( JBLU ), whose shares closed higher on Friday after The Wall Street Journal reported that discussions over the government bailout were falling apart. More on Spirit Aviation Holdings, Inc. Wall Street Lunch: Spirit Airlines Surges As Trump Administration Nears Rescue Deal Spirit Airlines prepares to shut down as rescue deal falters (update) Last-minute reprieve? Spirit Airlines is st...

当地时间5月2日，阿联酋‎民航总局宣布，该国领空内的航空运力已恢复正常，并取消了之前临时实施的预防措施。阿联酋民航总局确认，此决定是在对运营和安全情况进行全面评估后作出的，并与相关各方协调一致，强调将继续实时监测，以确保航空安全达到最高水平。(央视新闻)

jetcityimage/iStock Editorial via Getty Images A Florida-Based Diversified Financial Brand Today's 1-year anniversary article covers Raymond James Financial ( RJF ), the investment bank and wealth manager that recently posted earnings results in late April and is not only up around 10% since my May 2025 coverage , where I was bullish, but also proving my prior buy thesis in both Sept. 2024 and June 2023. Some factors that drove my prior confidence in RJF included net inflows, proven dividend growth, and strong credit ratings, so this time around I'll be exploring 7 rating categories with updated data since the recent earnings result. Updated Thesis Strengthens Prior Bullish View Even More Based on my updated research, I upgraded my prior rating to a strong buy, and it was driven in particular by growth and earnings but also by a favorable balance sheet risk and a compelling valuation and dividend story. We should also consider a reversal of the bearish pattern in technical charting as well. RJF - rating worksheet (author) Further Growth Can Come From Advisors And New Client Money In this first section I tried to answer the question: what could drive growth? I gave the section a buy score as I found that multiple macroeconomic and company-specific factors can drive upside. The two key macroeconomic factors I think could drive further upside are continued growth of equity markets, as this could boost managed asset values, and also the demand for wealth advisory solutions. Consider that, despite geopolitical and oil price headwinds, Goldman Sachs ( GS ) recently forecasted a 6% gain for the S&P500 this year, which should add confidence to markets. In terms of advisor demand, I know quite well we are in the AI era, but this does not preclude the role of human advisors. In fact, this March the C FA Institute wrote the following about Gen Z and millennial investors: About one-third have already used generative AI for financial education. Yet human advisers remain the most...

The artificial intelligence (AI) revolution started gathering momentum in early 2023, with the surging adoption of OpenAI's ChatGPT application. However, some companies were successfully monetizing AI long before the popularity of chatbots. Lemonade (NYSE: LMND) has used this revolutionary technology to disrupt the insurance industry since 2015. It only operates in five markets (homeowners, renters, life, pet, and car insurance), but it has attracted more than 3 million customers, and its in-force premium (IFP), which is the value of the premiums from all active policies, is growing at an accelerating pace. Lemonade stock soared by 94% last year, but it's off to a bumpy start to 2026 with a 20% decline so far. Here's why investors might want to buy the dip right now. Continue reading