财务表现 - 公司第一季度营收达2338亿美元 超出市场预期的2314亿美元 [1] - 调整后每股收益155美元 低于分析师预期的169美元 [1] - 股价在财报公布次日下跌34%至10974美元 [3] AI业务进展 - 服务器及网络业务收入创季度纪录达63亿美元 [2] - 本季度AI相关订单达121亿美元 超过FY25全年出货量总和 [2] - AI服务器未交付订单积压达144亿美元 [2] 业绩展望 - 预计第二季度营收区间为285-295亿美元 [2] - 第二季度调整后每股收益预期为225美元 [2] - 2026财年营收指引为1010-1050亿美元 全年调整后每股收益预期为940美元 [2] 分析师评级调整 - UBS维持买入评级 目标价从150美元下调至145美元 [6] - JP Morgan维持超配评级 目标价从111美元上调至125美元 [6] - Barclays维持中性评级 目标价从116美元上调至123美元 [6] - Raymond James维持跑赢大盘评级 目标价从144美元上调至150美元 [6]

Marvell Technology, Inc. MRVL posted better-than-expected earnings for the first quarter on Thursday.Marvell reported quarterly adjusted earnings of 62 cents per share, which beat the Street estimate of 61 cents. Quarterly revenue came in at $1.9 billion, which beat the consensus estimate of $1.88 billion."Marvell delivered record revenue in the first quarter of $1.895 billion, a 63% year-over-year increase, and we are forecasting continued strong growth into the second quarter," said Matt Murphy, Marvell's ...

Burlington Stores, Inc. BURL posted better-than-expected earnings for the first quarter on Thursday.The company reported first-quarter adjusted earnings per share of $1.60, beating the analyst consensus estimate of $1.41. Quarterly sales of $2.50 billion missed the Street view of $2.52 billion."We anticipate that tariffs will put significant pressure on our merchandise margin, but we are confident that, as long as tariffs do not increase from current levels, we can offset this pressure elsewhere in the P&L, ...

财务表现 - 公司第一季度每股收益为11美分，超出分析师预期的10美分 [1] - 第一季度销售额达3.5662亿美元，超出分析师预期的3.3287亿美元 [1] - 第二季度营收预期为3.45亿至3.5亿美元，高于分析师预期的3.3312亿美元 [3] - 公司上调2026财年营收预期，从15.2亿至15.3亿美元上调至15.49亿至15.54亿美元，高于分析师预期的15.3亿美元 [3] 产品与战略 - 公司推出agentic自动化平台，标志着产品演进的重要一步 [2] - 客户、合作伙伴及生态系统对agentic自动化表现出浓厚兴趣 [2] 市场反应 - 公司股价周五上涨0.3%，报收12.98美元 [3] - 多家分析师上调目标价：Wells Fargo从11美元上调至12美元，RBC Capital从13美元上调至15美元，Scotiabank从12美元上调至13美元，DA Davidson从11美元上调至14美元，Barclays从12美元上调至14美元，Truist Securities从12美元上调至13美元 [6]

The maker of real-time engagement technology is benefitting from new demand for products like real-time online virtual tutors and talking toysKey Takeaways:Agora reported a slight revenue increase in the first quarter, as it returned to growth after three years of declinesThe maker of real-time engagement technology said it is actively investing in "promising areas" such as conversational AI that can power virtual tutors and call centersCould the AI era finally return long-neglected real-time engagement tec ...

The developer of driverless technology has unveiled a $100 million share buyback program in a bid to reassure investors after a stock price slideKey Takeaways:Shares in the robotaxi operator have fallen nearly 40% since its U.S. IPO last yearWeRide is in a fierce contest with Pony AI for investor confidence and market expansion opportunitiesA share buyback is often a move to boost investor confidence or drive up a company's stock price. In the case of Chinese robotaxi operator WeRide Inc. (WRD.US) the motiv ...

The move could pave the way for the former car trader to relocate its headquarters outside the Chinese Mainland, with Singapore, Hong Kong and the U.S. as possible destinationsKey Takeaways:Cango announced it completed the sale of its China business, including its car-trading and financing services in a deal valued at $352 millionThe company also announced a major overhaul of its board, bringing in new members with financial expertise, reflecting its new focus on bitcoin miningWhere is recently minted bitco ...

U.S. stock futures were lower this morning, with the Dow futures falling around 0.1% on Friday.Shares of Elastic N.V. ESTC fell sharply in today's pre-market trading after the company reported fourth-quarter results.Elastic posted adjusted earnings of 47 cents per share, beating market estimates of 37 cents per share. The company's sales came in at $388.43 million versus expectations of $380.36 million.Elastic said it sees first-quarter adjusted EPS of 41 to 43 cents on sales of $396.00 million to $398.00 m ...

核心观点 - Summit Therapeutics Inc 公布了 ivonescimab 联合铂类双药化疗在 EGFR 突变非小细胞肺癌患者中的 III 期 HARMONi 试验顶线结果 试验达到了无进展生存期（PFS）主要终点 并在总生存期（OS）方面显示出积极趋势 [1][2] - 公司计划基于 HARMONi 试验结果提交生物制品许可申请（BLA） 但 FDA 指出需要具有统计学显著性的 OS 获益才能支持上市授权 [4][5] - 合作伙伴 Akeso Inc 在中国获得了 ivonescimab 的第二个适应症批准 并公布了另一项 III 期试验 HARMONi-6/K112-306 的顶线数据 显示 ivonescimab 联合化疗在 PFS 方面优于替雷利珠单抗联合化疗 [6][7] 临床试验结果 - ivonescimab 联合化疗组的中位 PFS 显著改善 风险比（HR）为 0.52 具有统计学意义和临床意义 [2] - OS 方面显示出积极趋势 但未达到统计学显著性 HR 为 0.79（p=0.057） [3] - 安全性方面 ivonescimab 联合化疗组 3 级及以上治疗相关不良事件（TEAEs）发生率为 56.9% 化疗单药组为 50.0% 致命性 TEAEs（不包括疾病进展）分别为 1.8% 和 2.8% [3][4] 监管进展 - 中国国家药品监督管理局（NMPA）已基于 HARMONi-2 或 AK112-303 试验结果批准了 ivonescimab 的第二个适应症 该试验的中期 OS 分析显示 HR 为 0.777 [6] - FDA 强调需要具有统计学显著性的 OS 获益才能支持上市授权 这将影响公司提交 BLA 的时间 [5] 市场反应 - 在周五的盘前交易中 SMMT 股价下跌 12.3% 至 23 美元 [8]

MSTR reverses early decline on signalMicroStrategy (MSTR) today experienced a Power Inflow, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. Today, at 10:35 AM on May 29th, a significant trading signal occurred for MicroStrategy Inc., (MSTR) as it demonstrated a Power Inflow at a price of $363.94. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart money" moves in the market. Th ...