U.S. stock futures were slightly higher this morning, with the Dow futures gaining around 0.1% on Wednesday.Shares of CrowdStrike Holdings, Inc. CRWD fell sharply in today's pre-market trading after the company reported first-quarter results.CrowdStrike posted better-than-expected earnings for the first quarter and also raised its full-year guidance. However, the company said it expects second-quarter revenue to be between $1.145 billion and $1.152 billion versus estimates of $1.23 billion. The company anti ...

特斯拉Powerwall生产里程碑 - 公司庆祝第100万台Powerwall生产完成，该产品在虚拟电厂、家庭备用能源和太阳能屋顶推广中发挥关键作用[1] - 2023年6月完成第50万台安装，2024年达到日产1000台、年产能70万台的里程碑[2][3] - 目前正在加速生产新一代Powerwall 3版本[2] 能源业务增长表现 - 2025年第一季度能源业务收入达27.3亿美元，同比增长67%[4] - 2024年能源总产量31.4 GWh，较2023年的14.72 GWh增长超100%[4] - 2025年Q1能源存储部署量同比增长154%，具体季度数据为：2024年Q1 4.1GWh、Q2 9.4GWh、Q3 6.9GWh、Q4 11.0GWh，2025年Q1 10.4GWh[5][7] 业务结构转型 - 能源部门持续增长且利润率较高，可能抵消电动车业务疲软[6] - 该业务被视为公司下一阶段增长的关键催化剂，当前市场对其价值存在低估[1][6] 股价表现 - 周二股价上涨0.5%至344.27美元，52周波动区间167.42-488.54美元[6] - 2025年初至今累计下跌7.9%[6]

公司业绩 - Sportsman's Warehouse第一季度调整后每股亏损41美分，低于市场预期的10美分亏损 [1] - 季度营收为2.491亿美元，低于市场预期的2.905亿美元 [1] - 净销售额同比增长2.0%，从去年同期的2.442亿美元增至2.491亿美元 [4] 业务表现 - 公司实现近四年来首次同店销售正增长 [2] - 钓鱼、狩猎和射击运动部门的销售额增长是净销售额增长的主要原因 [4] - 第一季度末总库存为4.123亿美元，部分原因是提前采购以应对预期关税上涨 [4] 战略进展 - 公司转型战略取得成效，重点改善库存精准度、发挥本地专业知识优势 [2][3] - 执行数字化优先的营销策略，并强化个人防护领域的专业权威地位 [3] 市场反应 - 财报发布后，公司股价在盘后交易中下跌11.21%，报2.06美元 [3]

Tariffs continue to dominate market headlines in the United States and abroad. Last week, the U.S. Court of International Trade ruled that President Trump’s so-called “Liberation Day” tariffs exceeded his authority under the International Emergency Economic Powers Act (IEEPA).Markets rallied on the news, but the case will likely go all the way to the Supreme Court, where it will join a slew of other tariff cases. But Trump isn’t stopping there. This week, he doubled tariffs on steel imports, setting off ano ...

Guardant Health, Inc. GH stock is trading higher on Tuesday after the U.S. Food and Drug Administration (FDA) granted Breakthrough Device designation to the company’s Shield multi-cancer detection (MCD) test.The Shield MCD test is a methylation-based blood test for the multi-cancer screening of multiple cancer types, including bladder, colorectal, esophageal, gastric, liver, lung, ovarian, and pancreas cancer in individuals aged 45 or older who are at typical average risk for cancer.At the 2025 American Soc ...

BofA Securities analyst Brad Sills disclosed its software spending survey on Tuesday.Since his last survey in December, Sills’ IT professionals’ survey suggested that software spending growth intentions have come down a bit for the second half of 2025 and 2026. Software spending is expected to grow +9.9% for 2025, down 100 basis points from his December survey, and +10.8% for 2026, down 40 basis points. He said this aligns with management and channel commentary that changing macro policies are muddling the ...

Wall Street posted modest midday gains on Tuesday, as investors digested the latest developments in President Donald Trump's trade policy agenda.On Monday, the Office of the U.S. Trade Representative (USTR) announced a three-month suspension of the planned 25% Section 301 tariffs on Chinese imports, including chip-containing components such as GPUs, motherboards and solar panels.Small-cap stocks outperformed large-cap peers, buoyed by signs of labor market resilience. Stronger-than-expected job openings and ...

财务业绩 - 公司第四季度营收达1.7003亿美元，超出分析师预期的1.6296亿美元 [1] - 第四季度调整后每股收益为0.35美元，高于分析师预期的0.28美元 [1] - 公司预计第一季度营收在1.85亿至1.95亿美元之间，远超市场预期的1.6783亿美元 [3] - 预计第一季度调整后毛利率介于64%至66%之间 [3] 市场反应 - 财报公布后公司股价单日大涨20.6%至75.58美元 [3] - 多家机构上调目标价：Needham从80美元调至85美元，Barclays从70美元调至85美元，Susquehanna从60美元调至90美元，Stifel从69美元调至80美元 [6] 业务驱动因素 - 业绩增长源于市场对创新、可靠且节能的高性能连接解决方案需求激增 [2] - 超大规模客户对支持先进AI服务的解决方案需求持续增长，预计这一趋势将长期延续 [2]

Guidewire Software, Inc. GWRE will release its third-quarter earnings results after the closing bell on Tuesday, June 3.Analysts expect the San Mateo, California-based company to report quarterly earnings at 47 cents per share, up from 26 cents per share in the year-ago period. Guidewire Software projects to report quarterly revenue at $286.39 million, compared to $240.68 million a year earlier, according to data from Benzinga Pro.On May 11, Guidewire and Mitsui Direct announced a strategic cloud migration ...

Nuclear stocks are riding a wave — again. But this time, it's not just hype and hope. President Donald Trump's new executive orders have fueled interest in uranium mining and small modular reactors (SMRs).Additionally, with AI-driven power demand soaring, investors are now asking if names such as Cameco Corp CCJ, Constellation Energy Corp CEG and Nuscale Power Corp SMR stay hot — or fizzle?Read Also: Trump Sparks Uranium Frenzy: Nuclear ETFs See Explosive Gains"The energy needs of AI data centers and nation ...