Baillie Gifford & Co. Decreases Position in Microsoft Corporation $MSFT MarketBeat

Caisse Des Depots ET Consignations Has $6.85 Million Stock Holdings in Intel Corporation $INTC MarketBeat

Oracle Stock Testing Price Floor – Buy Now? Trefis

Big Pharma stalwarts AbbVie, AstraZeneca, and GSK beat Q1 revenue expectations, raising guidance and offering a potential tailwind for the flailing medical sector.

美国国务院1日宣布批准向以色列、阿联酋、卡塔尔和科威特几个中东国家出售总额超过86亿美元的军事装备。然而，据知情人士透露，由于伊朗战事大量消耗美国军火库存，美方已告知英国、波兰、立陶宛和爱沙尼亚等欧洲盟友，其军售交付可能出现长时间推迟。(新华社)

Tesla, Inc (TSLA): Trendline Breakout, More Bullish Move! Bitget

Tesla, Inc (TSLA): Trendline Breakout, More Bullish Move! bitget.com

新《监狱法》条文篇幅增加超过50%，11月1日起施行。“促进罪犯重新融入社会”作为监狱改造工作原则之一，贯穿新法各章节，提出相关工作应当科学化、专业化、社会化 距上一次修改13年后，《监狱法》完成全面修订。图：视觉中国 【财新网】 施行31年后、距上一次修改13年后，《监狱法》完成全面修订。4月30日，十四届全国人大常委会第二十二次会议表决通过修订后的《监狱法》，并将于2025年11月1日起施行。 监狱是无期徒刑和有期徒刑的主要执行机关，学界将其视为国家刑罚权的末端，和罪犯改造、重新融入社会的前端。中央司法警官学院教授翟中东即对法制日报社旗下《法制文萃报》表示：“国家在刑罚执行的框架下，帮助与促进罪犯学习，并通过实践形成新的生活方式，从而替代原来的生活方式，以实现融入社会后成为守法公民与有用之才。”

作者丨韦香惠 来源丨东四十条资本 A股即将迎来一只“算力独角兽”，估值已站上500亿元门槛。 主角是来自河南的超聚变数字技术股份有限公司。从今年1月提交上市辅导备案，到IPO辅导工作完成，仅用四个多月时间。 这家公司并非“从零起步”，其前身是华为X86服务器业务，2021年受外部环境影响被整体剥离，并独立运营。随后，河南超聚能科技有限公司成为控股股东，持股31.38%，后者大股东则为河南国资平台豫信电子科技集团。此外，超聚变第二大股东系中国移动旗下中移资本，持股15.14%。成立至今，核聚变已至少完成8轮股权融资，身后VC/PE超过30家。 超聚变之所以受资本青睐，离不开“算力即国运”的时代背书。2026年《政府工作报告》明确提出“打造智能经济新形态”，并将“超大规模智算集群、算电协同”等纳入新型基础设施重点方向。在此背景下，从东部沿海到西部内陆，从一线城市到新兴节点城市，算力基础设施建设正呈现出全面铺开的态势。 华为子公司落地河南 超聚变的起点，并不寻常。 其前身是华为的 x86 服务器业务。2021年，在国际环境变化的背景下，华为将该业务整体剥离，由超聚变承接并以独立主体运营。但这并非简单的资产切割，而是一次“整建制平移”：核心团队、技术专利、产品体系乃至客户资源，被整体迁移至新公司，确保业务连续性与竞争力不被削弱。 也因此，超聚变在成立之初便具备成熟的产品与市场基础。公司业务延续华为体系，聚焦通用服务器、人工智能服务器以及关键业务服务器三大方向，直接切入企业级计算的核心赛道。据《河南日报》披露，公司自2021年底设立以来营收持续高增：2023年突破280亿元，2024年超过400亿元，2025年上半年已达300亿元，全年有望冲击600亿元。这一速度，在重资产、长周期的服务器行业中并不多见。 现任副董事长刘宏云曾是华为核心高管，历任亚太地区部总裁，长期负责服务器业务。在公司创立初期，他以董事长兼总经理身份主导了剥离后的整合工作，使技术体系与市场体系得以平稳过渡。直到2025年11月，公司董事长一职由原河南周口市委常委马剑平出任。 资本层面，超聚变同样获得了密集加注。工商信息显示，公司成立至今已完成至少8轮融资，背后聚集了超过30家机构投资者。其中，中国移动旗下中移资本持股15.14%，为第二大股东。自2021年股改引入联通中金、中移资本等产业与金融资本后，中国电...

Key PointsIf you're planning to retire in 2027, it's important to have a handle on your income needs.

Key PointsA single company has emerged as a leader across various technological advances over the last decade.

格隆汇5月2日｜一家经济机构周六分析称，美国总统唐纳德・特朗普宣布对欧盟汽车和卡车加征关税，或导致德国产值损失近150亿欧元（约 175.8亿美元）。基尔世界经济研究所（IfW）的这一估算，凸显了欧盟最大经济体对美国进口关税的脆弱性 —— 此类关税已令德国汽车业蒙受数十亿欧元损失。该研究所分析称，“影响将十分显著”，长期来看，产值损失将升至约 300 亿欧元。基尔世界经济研究所所长莫里茨・舒拉里克表示。特朗普周五宣布，下周将把欧盟汽车关税从此前商定的 15% 上调至 25%，理由是欧盟未遵守与华盛顿达成的贸易协定。基尔世界经济研究所经济学家朱利安・辛茨称：“德国本就低迷的经济增速将遭受重创。”该研究所目前预计，德国经济今年将增长0.8%。研究所补充道，意大利、斯洛伐克、瑞典等汽车产业规模较大的欧洲经济体，也可能蒙受重大损失。德国经济部长首席顾问延斯・苏德库姆建议对特朗普的举动保持谨慎。苏德库姆向表示：“欧盟目前只需静观其变。众所周知，特朗普动辄撤销或撤回其高调的关税威胁。”他指出，特朗普必须说明为何认为欧盟未遵守现有贸易协定，且最新关税威胁是否具备法律依据也尚不明确。这位顾问称：“这一切似乎都相当冲动。”

上海虹橋機場一架東方航空客機，降落後撞向機場的接駁橋，無人受傷。 網上片段見到，客機在降落後，在泊位期間，機翼撞向接駁橋，後退後又再次向前撞。可以見到接駁橋與機翼都有損毀。 事發在上午十一時許，東方航空一架空中巴士A350客機，從四川成都飛抵上海時，在滑行靠近停機位時，發生機械故障，機組已按程序處理，但飛機仍撞向接駁橋。 機上旅客已安全下機，目前正調查事故原因，就事件為旅客帶來不便致歉。

Aljian Capital Management LLC Sells 8,448 Shares of Apple Inc. $AAPL MarketBeat

Ashton Thomas Securities LLC Decreases Stake in Oracle Corporation $ORCL MarketBeat

peshkov/iStock via Getty Images In the wonderful world of economic analysis, we have hard data and soft data. These two things have been at odds with each other for some time, keeping those who try to supply insights and explanations about the data, ourselves included, asking why. We will try to come up with some answers as we delve into this topic today. Let’s establish some basic definitions. By hard data we mean the numbers associated with macroeconomic performance metrics, the big three of which are arguably growth (GDP), prices for goods and services (inflation), and the availability of jobs (payrolls and the unemployment rate). Soft data, on the other hand, refers to surveys of sentiment and expectations among identifiable cohorts in the economy, such as households, small businesses or multinational executives. You could say that it’s a question of what they feel (soft data) versus what they do (hard data). Let’s look at one recent data point that has raised some eyebrows among those who follow these things. Here is the University of Michigan consumer sentiment index, with data gathered from households across the country going all the way back to 1960. The Vibecession in Living Color The most recent reading for the Michigan sentiment index, reflecting surveys conducted in March, has household vibes at their lowest level ever. Ever, as in lower than the 2020 pandemic. Lower than the Great Financial Crisis of 2008. Lower than the stagflation of 1979 that led to 20 percent interest on car loans. You get the picture – lowest level in the past 66 years. When you hear financial pundit types talking about the so-called vibecession, this is what they are talking about. Now, to be clear, not every sentiment survey is quite as down-in-the-mouth as the Michigan one. According to the Conference Board’s Consumer Confidence Index, sentiment is currently about as bad as it was during the 2020 pandemic but better than the dark days of 2008. That still gives one pause, though,...

halbergman/E+ via Getty Images We are back to comment on Smurfit Westrock Plc ( SW ) following the Q1 release. Here at the Lab, we will also leverage International Paper Company and Packaging Corp. of America to provide a comprehensive review of the segment. Since our last update (FY 2025 results comment), SW shares are up by only 1.97%; however, the company is positioning itself as a global leader following the merger with WestRock. Although volumes in North America have been impacted by portfolio reshaping, the company confirmed its EBITDA guidance, and being conservative, we still see a >30% upside ahead, complemented by an attractive yield of around 4.5%. Q1 results confirmed our investment expectations, and we remain buyers. Mare Ev. Lab Rating Update Fig 1 Q1 Results and Our Upside View Smurfit Westrock Plc Q1 top-line sales reached $7.71 billion, and it signed +2% on a quarterly basis and +1% on an annual basis. On the other hand, the company delivered an EBITDA just above $1 billion, down 8% quarterly and 14% yearly. While SW was above Wall Street guidance for turnover, it missed consensus EBITDA expectations by 6%. Adjusted EBITDA includes a -$65 million impact from adverse weather conditions. On a volume basis, the company was down 7.4% in the US, up 0.3% in EMEA, and up 2.3% in LatAm. Smurfit Westrock Q1 Results in a Snap Fig 2 On the cash flow front, FCF was down by $420 million, driven by a $580 million working capital build and $624 million in Q1 CAPEX, up 7% on a quarterly basis. The company's diluted EPS was $0.12, including impairment and restructuring costs of $0.10. Additionally, the company accelerated depreciation related to machine closures of $0.13. Therefore, on an adjusting basis, SW EPS would have been $0.33. Why are we still Positive? Starting with the cross read with other paper producers, IP Q1 volumes were up 2.5% year-over-year, despite a -0.3% softness. Additionally, the company is guiding to +3% volume growth in North America in Q2, ...

格隆汇5月2日｜据央视，美国总统特朗普5月1日在佛罗里达州棕榈滩论坛俱乐部发表演讲时，谈及美军扣押伊朗油轮一事，称美军登上了油轮并接管了船上货物及石油，是一笔“非常赚钱的买卖”，“我们有点像海盗，我们就像海盗”。美国国防部4月21日在社交媒体发布消息说，美军20日晚登上一艘“涉伊朗”油轮并检查。

格隆汇5月2日｜据极目新闻，5月1日起，最高人民法院、最高人民检察院联合发布的《关于办理贪污贿赂刑事案件适用法律若干问题的解释（二）》正式施行。保险销售中给予、收受返佣、回扣等商业贿赂，数额累计达到3万元以上，将依法追究刑事责任。长期存在于行业内的返佣潜规则，正式触碰刑事红线。 新规明确，3万元入刑标准为累计计算，并非单次金额。现金返佣、购物卡、礼品、旅游、体检、保费减免等各种形式利益输送，均折算计入涉案金额。只要属于合同以外的额外利益，都可能被认定为商业贿赂。 业内人士表示，返佣竞争本质上是恶性内卷，不仅扰乱市场秩序，也容易埋下销售误导、理赔纠纷等隐患。随着刑事红线明确，依靠返佣抢单的模式将逐步退出市场，行业将加速转向专业服务、合规经营，长期来看更有利于保护消费者合法权益。

J2R/iStock Editorial via Getty Images JD's ( JD ) value lies in the market’s underappreciation of several business components that are likely to continue growing in value as they become increasingly critical. This includes JD's logistics, growing marketplace, ad platforms, and industrial AI systems. The company's vertically integrated logistics network is not just a cost center; it allows JD to deliver products same-day or next-day, giving a strong reason for third-party sellers to pay for its platform. In fact, JD has been testing this moat internationally via JoyExpress, which was launched by JD to help facilitate same-day and next-day delivery capabilities to its European roll-out. JD's margin mix is also expected to improve, which could support a valuation increase, even if the overall retail growth rate is uneven due to Chinese subsidy-related demand pull-forward issues in China. In Q3 2025, marketplace and marketing revenue increased 24% YoY, and Q4 results highlighted AI-driven tools such as JoyStreamer and AI-based customer service, which handled more than 4.2 billion inquiries during the 2025 11.11 promotion. This matters because JD's AI story is not focused on a simple chatbot consumer experience but rather on automation, merchant monetization, advertising, and operating leverage across its massive platform. With JD trading at ~$30 per share, the market appears to be valuing the company as a low-growth, low-multiple stock. However, JD still has several different ways for its earnings to recover, including returning retail sales back to previous levels, continuing the increase of marketplace and advertising revenues, and reducing losses in its new initiatives. The largest variable for this will likely be how quickly management can demonstrate that losses are leveling off in the food delivery segment, while high-margin revenues continue to compound. This could allow for a potential re-rating, which is something I view as probable. At current levels, JD's gro...

当地时间5月1日，位于意大利中西部托斯卡纳大区卢卡和比萨省交界处的法埃塔山森林大火仍在燃烧，导致约3000人被迫紧急撤离。大火从4月28日开始燃烧，过火面积达到800公顷。在多架消防飞机和直升机的协助下，灭火作业持续展开，但强风给灭火工作带来困难。(央视新闻)

(RTTNews) - Spirit Aviation Holdings Inc. (FLYYQ), parent company of Spirit Airlines, LLC, announced that the airline has begun an orderly wind-down of operations, effective immediately. All Spirit flights have been cancelled, and customers are advised not to go to the airport.

Artemis Investment Management LLP Purchases 8,802 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

CALHOUN, Georgia, May 02, 2026 (GLOBE NEWSWIRE) -- Mohawk Industries, Inc. (NYSE: MHK) heeft vandaag de nettowinst van $ 117 miljoen over het vierde kwartaal van 2026 aangekondigd, met een winst per aandeel ("EPS") van $ 1,90; de aangepaste nettowinst bedroeg $ 117 miljoen, met een aangepaste winst per aandeel van $ 1,90. De netto-omzet voor het eerste kwartaal van 2026 bedroeg $ 2,7 miljard, wat zoals gerapporteerd een daling van 8,0% inhoudt en na correctie voor het aantal dagen en wisselkoersen ten opzichte van vorig jaar een daling van 2,6% is. Voor het eerste kwartaal van 2025 rapporteerde het bedrijf een netto-omzet van $ 2,5 miljard, een nettowinst van $ 73 miljoen en een winst per aandeel van $ 1,15; de aangepaste nettowinst bedroeg $ 96 miljoen en de aangepaste EPS $ 1,52.

CALHOUN, Géorgie, 02 mai 2026 (GLOBE NEWSWIRE) -- Mohawk Industries, Inc. (NYSE : MHK) annonce ce jour un bénéfice net de 117 millions de dollars et un bénéfice par action (ou « BPA ») de 1,90 dollar pour le premier trimestre 2026. Le bénéfice net ajusté ressort à 117 millions de dollars et le BPA ajusté à 1,90 dollars. À 2,7 milliards de dollars, le chiffre d’affaires net pour la période observée s’inscrit en hausse de 8,0 % en données publiées et en baisse de 2,6 % en données ajustées par rapport à l’exercice précédent. À la clôture du premier trimestre 2025, la Société déclarait un chiffre d’affaires net de 2,5 milliards de dollars, un bénéfice net de 73 millions de dollars et un bénéfice par action de 1,15 dollar, tandis que le bénéfice net ajusté s’élevait pour sa part à 96 millions de dollars et le BPA ajusté à 1,52 dollar.

CALHOUN, Geórgia, May 02, 2026 (GLOBE NEWSWIRE) -- A Mohawk Industries, Inc. (NYSE: MHK) anunciou hoje um lucro líquido do T1 de 2026 de $ 117 milhões e lucro por ação ("EPS") de $ 1,90; o lucro líquido ajustado foi de $ 117 milhões, e o EPS ajustado foi de $ 1,90. As vendas líquidas para o T1 de 2026 foram de $ 2,7 bilhões, um aumento de 8,0% conforme reportado e menos 2,6% estáveis em uma base ajustada em relação ao ano anterior. Durante o T1 de 2025, a Empresa relatou vendas líquidas de $ 2,5 bilhões, lucro líquido de $ 73 milhões e lucro por ação de $ 1,15; o lucro líquido ajustado foi de $ 96 milhões e o EPS ajustado foi de $ 1,52.

CALHOUN, Georgia, May 02, 2026 (GLOBE NEWSWIRE) -- Mohawk Industries, Inc. (NYSE: MHK) gab heute für das erste Quartal 2026 einen Nettogewinn von 117 Millionen US-Dollar sowie einen Gewinn je Aktie („EPS“) von 1,90 US-Dollar bekannt; der bereinigte Nettogewinn lag ebenfalls bei 117 Millionen US-Dollar, der bereinigte Gewinn je Aktie bei 1,90 US-Dollar. Der Nettoumsatz im ersten Quartal 2026 betrug 2,7 Milliarden US-Dollar, was einem Anstieg von 8,0 % gegenüber dem Vorjahr entspricht (unbereinigt) bzw. einem Rückgang von 2,6 % auf vergleichbarer Basis (bei konstanter Anzahl von Tagen und Wechselkursen). Im ersten Quartal 2025 hatte das Unternehmen einen Nettoumsatz von 2,5 Milliarden US-Dollar, einen Nettogewinn von 73 Millionen US-Dollar und einen Gewinn je Aktie von 1,15 US-Dollar ausgewiesen; der bereinigte Nettogewinn belief sich auf 96 Millionen US-Dollar, der bereinigte Gewinn je Aktie auf 1,52 US-Dollar.

CALHOUN, Georgia, May 02, 2026 (GLOBE NEWSWIRE) -- Mohawk Industries, Inc. (NYSE: MHK) ha annunciato oggi un utile netto di 117 milioni di dollari e un utile per azione (“EPS”) di 1,90 dollari per il primo trimestre 2026; l’utile netto rettificato è stato di 117 milioni di dollari e l’EPS rettificato di 1,90 dollari. Le vendite nette per il primo trimestre del 2026 sono state di 2,7 miliardi di dollari, in crescita dell'8.0% in base ai dati diffusi e in calo del 2,6% su base rettificata per i tassi di cambio e a giorni costanti rispetto all'anno precedente. Nel primo trimestre del 2025, la Società aveva registrato vendite nette pari a 2,5 miliardi di dollari, un utile netto di 73 milioni di dollari e un utile per azione di 1,15 dollari; l’utile netto rettificato era di 96 milioni di dollari e l’EPS rettificato di 1,52 dollari.