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 ...

Ambarella, Inc. AMBA reported better-than-expected earnings for its first quarter on Thursday.The company posted quarterly earnings of 7 cents per share which beat the analyst consensus estimate of 3 cents per share. The company reported quarterly sales of $85.87 million which beat the analyst consensus estimate of $85.18 million.“As the established edge AI market leader, we achieved our fourth consecutive quarter of record AI revenue with results in the upper half of our Q1 revenue guidance range. We are i ...

Zscaler Inc ZS reported better-than-expected third-quarter financial results after the market close on Thursday.Zscaler reported third-quarter revenue of $678.03 million, beating the consensus estimate of $666.86 million. The cybersecurity company reported adjusted earnings of 84 cents per share, beating analyst estimates of 75 cents per share, according to Benzinga Pro."We delivered outstanding third quarter results as an increasing number of customers adopt our expanding Zero Trust Exchange platform. We e ...

Campbell’s Company CPB will release its third-quarter earnings results before the opening bell on Monday, June 2.Analysts expect the Camden, New Jersey-based company to report quarterly earnings at 66 cents per share, down from 75 cents per share in the year-ago period. Campbell’s projects to report quarterly revenue of $2.43 billion. Compare that to the $2.37 billion it reported last year, according to data from Benzinga Pro.On May 23, Piper Sandler analyst Michael Lavery maintained Campbell’s with an Over ...

Canopy Growth Corporation CGC will release its fourth-quarter earnings results before the opening bell on Friday, May 30.Analysts expect the Smiths Falls, Canada-based company to report a quarterly loss at 20 cents per share. According to data from Benzinga Pro, Canopy Growth projects to report quarterly revenue at $71.83 million.On April 1, the company announced that it strengthened its balance sheet with early prepayment of its senior secured term loan. Canopy said it made an optional early prepayment of ...

公司估值与投资兴趣 - 埃隆·马斯克旗下公司总估值超过1.6万亿美元，包括特斯拉(1.17万亿美元)、SpaceX(3500亿美元)、X与xAI合并后估值1130亿美元、Neuralink(90亿美元)以及The Boring Company(56亿美元)[1][2][3] - 投资者对SpaceX和Starlink兴趣最高，各占27%的投票比例，X与xAI组合以19%位列第三，特斯拉仅获16%的投资者青睐[5][6][9] - Neuralink和The Boring Company在投资偏好中排名靠后，分别占8%和4%[6][9] 潜在上市机会 - Starlink可能从SpaceX分拆并独立上市，但马斯克表示"不急于推进"，SpaceX仍将保留部分所有权[4][7][8] - 特斯拉投资者或优先获得Starlink等未来IPO的认购权[10] - X与xAI合并后因社交媒体价值提升和广告商回归，可能成为具有吸引力的投资标的[10] 现有投资渠道 - Ark Venture Fund主要持仓为SpaceX(14.6%资产)和X/xAI(6.3%资产)[11] - Destiny Tech 100 DXYZ封闭式基金以SpaceX为最大权重标的，常以溢价交易[11] - Alphabet是SpaceX早期投资者，ERShares Private-Public Crossover ETF中SpaceX占比9.5%[12] 市场调研背景 - Benzinga调查时间为2025年5月23日至27日，样本量为161名18岁以上成年人，无激励措施[13]

Editor’s note: This story has been updated to include a statement from a Tempus AI spokesperson.Spruce Point Capital Management has announced a new short position against Tempus AI Inc. TEM. On Wednesday, the short seller raised concerns about the company’s management team.What To Know: Tempus AI shares are tumbling Wednesday morning. Shortseller Spruce Point targeted the Chicago-based company in a new report titled “The Tempest Surrounding Tempus AI.”The firm blasted Tempus AI founder and CEO Eric Lefkofsk ...

Costco Wholesale Corp COST is rolling up to earnings season with a full cart and a few mixed signals – and Wall Street is watching closely.The wholesale giant reports fiscal third quarter results after the bell Thursday, with analysts expecting earnings per share of $4.24 on revenue of $63.19 billion. It's a moment of truth for a stock that's gained 25% over the past year but has wobbled slightly in recent weeks, slipping nearly 2% in the past month.Read Also: Costco Earnings Are Imminent; These Most Accura ...