Why Riot Platforms Stock Jumped 13% This Morning The Globe and Mail

Source: Bloomberg, 0:00

Pentagon reaches agreements with top AI companies, but not Anthropic Reuters

Weak Bitcoin mining results couldn't keep Riot Platforms down today. Its growing AMD deal stole the show.

Key PointsRiot Platforms stock jumped as much as 13% on Friday after reporting Q1 2026 earnings.

Key PointsSoFi Technologies grew its customers, loan book, and deposits last quarter.

格隆汇5月2日｜针对美国总统特朗普宣称将对欧盟汽车加征25%关税，当地时间5月1日，欧洲议会国际贸易委员会主席朗格表示，特朗普的相关做法“不可接受”，并批评美方“多次违反协议”，这一最新举措恰好证明了美方是多么不可靠。朗格指出，欧盟方面将继续履行既有安排，并强调美方做法“不是对待亲密伙伴应有的方式”。朗格还表示，欧洲议会正在推进相关立法工作，已形成议会立场，目标是在今年6月前完成。据悉，特朗普1日表示，由于欧盟未遵守协议，将对欧盟汽车加征关税，并称此举将使企业将生产转移至美国。

Shareholders of Bruker Corp (Symbol: BRKR) looking to boost their income beyond the stock's 0.6% annualized dividend yield can sell the September covered call at the $42.50 strike and collect the premium based on the $3.40 bid, which annualizes to an additional 24.5% rate of ret

A study of analyst recommendations at the major brokerages shows that B2Gold Corp (Symbol: BTG) is the #45 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Channel Global Minin

Earnings Call Insights: Exxon Mobil (XOM) Q1 2026 Management view “We delivered strong operational performance in a challenging environment,” and “excluding identified items and estimated timing effects, our first quarter earnings per share were up versus the fourth quarter of 2025,” according to (Chairman of the Board, President & CEO Darren Woods), who framed results around Middle East disruption, portfolio resilience, and operational response. (Chairman of the Board, President & CEO Darren Woods) described key operating milestones: “We delivered on our plans to increase Permian production year-over-year, achieved record levels of production in Guyana, achieved first LNG at Golden Pass,” and added that “in March, refinery throughput increased by approximately 200,000 barrels a day versus February.” (Chairman of the Board, President & CEO Darren Woods) highlighted LNG and project pipeline positioning: “Train 1 of the facility achieved first LNG in March,” “by the time the third train is online, we will increase the country's current LNG exports by roughly 15%,” and “we continue to progress towards final investment decisions on LNG projects in Papua New Guinea and Mozambique, both expected later this year.” (Senior VP & CFO Neil Hansen) emphasized upstream performance excluding disruptions: “If we take those impacts out, year-over-year, our upstream production was up 8%,” attributing it to “advantaged assets in the Permian and in Guyana.” Outlook (Chairman of the Board, President & CEO Darren Woods) linked near-term market conditions to the Strait closure and inventory dynamics: “we anticipate as that happens and the Strait remains closed, that we will continue to see increased prices in the marketplace,” and said that after reopening “there's going to be a 1- to 2-month time lag between the Strait opening up and the market seeing normal flow.” (Chairman of the Board, President & CEO Darren Woods) maintained Permian growth framing: “We remain on track to grow full y...

The iShares Core High Dividend ETF is seeing unusually high volume in afternoon trading Friday, with over 1.2 million shares traded versus three month average volume of about 225,000. Shares of HDV were down about 0.3% on the day. Components of that ETF with the highest volume

Yahoo Finance Senior Producer John Hyland tracks today's top moving stocks and biggest market stories in this Market Minute, including Apple (AAPL) heading to its first record close of 2026. And President Trump is raising tariffs to 25% on EU vehicles. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

格隆汇5月2日｜伊朗最高领袖穆杰塔巴：伊朗既然已在军事斗争中向全世界展现了其非凡能力的冰山一角，就必须在“经济战”与“文化战”的战场上，同样令敌人丧胆并将其击败。

JHVEPhoto/iStock Editorial via Getty Images Intel Corporation’s ( INTC ) latest earnings outperformance has driven a substantial adjacent uplift to Advanced Micro Devices, Inc.’s ( AMD ) valuation. This is consistent with my previous discussion on AMD, which details how the agentic shift is broadening the bull case for the company. Specifically, Intel’s better-than-expected Q1 was driven primarily by resilient demand for Xeon CPUs that have substantially outpaced supply. This has only further validated the comeback of server CPUs, as AI workloads shift from training to high-volume inference workflows that require more general-purpose compute to scale. However, the resurgence of demand for general-purpose CPUs also signals intensifying x86 competition. As discussed in my previous coverage , AMD’s server CPU upside in recent years has been partially driven by Intel’s repeated execution missteps—including the delayed shipment of Sapphire Rapids during the onset of the cloud era, which helped turn AMD’s EPYC portfolio into a structural x86 CPU contender. Yet the latest reacceleration in demand for Intel’s Xeon processors suggests the competitive backdrop is becoming less favorable for AMD. Even if Intel remains supply-constrained in the near term, its renewed relevance in AI infrastructure applications means AMD has more to prove at its upcoming earnings. Management will need to show that EPYC demand is not just benefitting from secular momentum but remains idiosyncratically driven by AMD’s performance and TCO advantages, reinforced by compatibility with existing hyperscaler and enterprise infrastructure. Looking ahead, focus will likely remain on AMD’s upcoming ramp of its next-generation Instinct MI400 Series accelerators, as well as its first rack-scale Helios platform. While I’d previously viewed these launches as key catalysts for validating AMD’s competitive positioning against NVIDIA Corporation's ( NVDA ) rack-scale roadmap, the advancements’ strategic importanc...

AMD Has An Intel Problem (NASDAQ:AMD) Seeking Alpha

Traders work on the floor of the New York Stock Exchange during morning trading on May 01, 2026 in New York City. Michael M. Santiago | Getty Images The S&P 500 rose to a fresh all-time intraday high on Friday, boosted by Apple shares, while oil prices fell as a new month of trading got underway. The broad market index was last up 0.6%. The Nasdaq Composite added 1.1% and had also scored a new all-time high. The Dow Jones Industrial Average hovered around the flatline. Shares of Apple climbed more than 4% after the consumer tech giant posted a fiscal second-quarter earnings and revenue beat . Not only that, the company's revenue outlook for the current quarter was better than expected, overshadowing the fact that iPhone revenue fell short of estimates for the second time in three quarters. On the flip side, oil prices fell after Iran reportedly sent its response through Pakistani mediators to the latest U.S. amendments to a draft agreement to end the Middle East conflict. President Donald Trump revealed later Friday he is displeased with a new peace offer from Iran, saying that the country "wants to make a deal, but I'm not satisfied with it." Oil prices were off their lows of the day following that development. U.S. West Texas Intermediate crude futures fell 3% to trade above $101 a barrel. International benchmark Brent crude futures slid 2% to above $108 a barrel. The moves come after a record-setting trading session, with the S&P 500 closing above the 7,200 threshold for the first time ever. That helped both the S&P 500 and Nasdaq — which also notched a new record closing high — secure their strongest monthly performances since 2020. The Dow, meanwhile, saw its strongest monthly performance since November 2024. A strong first-quarter earnings season, as well as hopes for easing tensions in the Middle East, have ultimately boosted stocks higher on the year. Although the major averages took a dip on the commencement of the U.S. war with Iran, all three indexes are ...

Exxon Mobil Corp. is looking seriously at reinvesting in Venezuela just months after Chief Executive Officer Darren Woods told President Donald Trump the South American nation’s oil sector was “uninvestable.” Venezuela recently changed energy regulations and contract terms to make them more attractive to foreign companies after the Trump administration captured former leader Nicolas Maduro in January and took control of the country’s crude exports. “Venezuela is a huge resource that’s now opened up more freely to the world,” Woods said on a conference call with analysts Friday. “I feel positive about what’s happening, the opportunity there.” Exxon has a long history in Venezuela but had its operations nationalized twice, first in the 1970s and then under President Hugo Chavez in the mid-2000s. At a White House meeting earlier this year, Woods told Trump the country was “uninvestable,” prompting the president to characterize Exxon as “too cute.” The recent changes by Venezuelan leaders could create “attractive investment opportunities,” Woods said. He emphasized Exxon’s long history of producing heavy oil, which makes up the bulk of Venezuela’s reserves. The company sent a team to the country in recent weeks to assess the situation. Not only is Venezuela home to the world’s largest oil reserves, but US Gulf Coast refineries highly-prize its crude. “More work to do but I think we’ll be uniquely positioned and play an important role in bringing those barrels to market,” Woods said. Arch-rival Chevron Corp. is Venezuela’s biggest foreign oil producer after deciding to remain in the country despite Chavez’s nationalizations. Venezuela owed Chevron about $1.5 billion as of the end of 2025. Higher oil prices mean that should be fully paid off by 2027, CEO Mike Wirth said Friday. At that point, Chevron would consider more investment in the country, where it currently produces about 250,000 barrels a day, he said. “I think in any scenario, we remain the advantaged incumbent,...

Earnings Call Insights: BrightSpring Health Services (BTSG) Q1 2026 Management View "We completed the sale of Community Living to Sevita on March 30, 2026, which resulted in net cash proceeds before tax of approximately $811 million." (Chairman, President & CEO Jon Rousseau) "The proceeds from this transaction will be used to further strengthen the balance sheet, including both debt paydown and cash availability." (Chairman, President & CEO Rousseau) "Overall, we are pleased with our first quarter financial results with total company revenue of $3.6 billion that grew 26% year-over-year." (Chairman, President & CEO Jon Rousseau) "First quarter 2026 adjusted EBITDA of $190 million grew 45% year-over-year with an adjusted EBITDA margin of 5.3%, a 70 basis point improvement year-over-year." (Chairman, President & CEO Rousseau) "In Pharmacy Solutions, the growth outlook is healthy with the specialty and infusion businesses continuing to deliver impressive script growth and patient satisfaction scores." (Chairman, President & CEO Jon Rousseau) "We added 4 exclusive ultra-narrow LDDs to our portfolio in the first quarter, bringing our total number of LDDs to 153." (Chairman, President & CEO Rousseau) "As a reminder, the company's financial results and 2026 guidance pertain to continuing operations and do not include results from the divested Community Living business nor the impact of any future closed acquisitions." (Chairman, President & CEO Jon Rousseau) "Home and Community Pharmacy revenue was $527 million, representing a decline of 9% year-over-year due to an approximately $50 million impact from the IRA, which was expected, along with our decision to exit any uneconomic customers." (CFO, Executive VP & Corporate Secretary Jennifer Phipps) Outlook "Total revenue is expected to be in the range of $14.725 billion to $15.225 billion, including Pharmacy Solutions revenue of $12.85 billion to $13.3 billion and provider services revenue of $1.875 billion to $1.925 billion."...

Today, May 1, 2026, Apple’s earnings beat extended April’s record-setting run for major U.S. benchmarks and spotlighted tech’s dominance.

格隆汇5月2日｜美国总统特朗普再次抨击西班牙和意大利，认为两国对美国在伊朗的军事行动支持不足，并声称这些国家一定“觉得伊朗拥有核武器是可以接受的”。“我对意大利不满意，对西班牙也不满意，”特朗普称。他补充说：“任何认为伊朗拥有核武器没问题的人都不是很明智。如果允许他们拥有核武器，世界将面临前所未有的问题，但这绝不会发生。”

In this article CHDN Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 3:48 03:48 Why the Kentucky Derby is missing from prediction betting markets Morning Call The biggest horse race in the country, the Kentucky Derby, takes place Saturday in Louisville. If you're looking to make a wager on Kalshi, Polymarket or another prediction platform around the event — you're out of luck. There are no Kentucky Derby event contracts offered on the major prediction platforms, which host contracts on everything from sports outcomes to geopolitical events to reality TV show moments, but not horse racing . Bill Carstanjen, CEO of Churchill Downs, which owns the Kentucky Derby and the racetrack where it's held, told CNBC it's unlikely that horse racing will ever show up on prediction markets because the race track owners don't want it. "You need to actually go to us, those who own the race tracks, to cut a deal," Carstanjen said in an interview this week. "And from our perspective, that's not something we're interested in doing." watch now VIDEO 16:18 16:18 Churchill Downs CEO on how horseracing has escaped competitive threat of prediction markets CNBC Sport Horse racing has long been something of its own little fiefdom. Betting on the races, America's original form of sports betting dating back to the colonial era, enjoyed special status even before the Supreme Court in 2018 struck down a law that prevented states other than Nevada from offering sports betting. By law, under the Interstate Horseracing Act of 1978, offering wagers on horses requires explicit permission from the host race track, the horsemen's group made up of owners and trainers and the state racing commission where the race is held. That's left the burgeoning prediction markets industry on the outs. "Prediction markets are not something that that would be good for horse racing, or the economic paradigm under which our industry works, which involves funding purses for the winners of the horse race," C...

AMD May Top Q1 Estimates, But Wafer Supply Could Limit Upside Finimize