Core PCE (Year-over-Year): 3.2% (excluding food and energy) up from 2.9% in February. The Bureau of Economic Analysis released the March 2026 Personal Consumption Expenditures -- the Fed's preferred inflation gauge -- on April 30 showing an acceleration in headline inflation largely driven by energy costs. The April CPI report will be released May 12. The Consumer Price Index for March pointed to an inflation rate of 3.3%, well above the Fed's 2% goal. And as I reported , bond traders are rapidly reshaping ...

Bloomberg Economics'Anna Wong said the April jobs report doesn't change their forecast as to the "trajectory" of the benchmark Federal Funds Rate. And as I reported , bond traders are rapidly reshaping their outlook on U.S. monetary policy , increasing bets that the Fed could raise interest rates before cutting them as persistent inflation risks and geopolitical tensions upend dovish expectations. Traders are currently pricing in the next interest-rate cut for mid-to-late 2027, according to the CME FedWatch ...

CrossAmerica Partners NYSE: CAPL reported a stronger first quarter of 2026, with management pointing to higher retail fuel margins, merchandise gains and expense controls as drivers of improved profitability. On the company's earnings call, CEO and President Maura Topper, speaking on her first call in the role, said the partnership generated $35 million of adjusted EBITDA, which she described as a record amount for the first quarter and a 45% increase from the prior-year period. Interim Chief Financial Offi ...

Cars.com NYSE: CARS reported first-quarter 2026 revenue near the high end of its guidance range and said it is moving ahead with cost reductions, product integration and artificial intelligence initiatives aimed at strengthening its automotive marketplace. Hartmann said Cars.com is shifting away from operating its products as "distinct and loosely affiliated pillars" and toward "one interconnected marketplace-centric ecosystem." The strategy is intended to bring together marketplace listings, dealer website ...

Chemours NYSE: CC said it opened 2026 with first-quarter results that were "well above earnings expectations," driven by strong execution in its Thermal & Specialized Solutions and Titanium Technologies segments, while Advanced Performance Materials continued to recover from an outage at the company's Washington Works facility. President and Chief Executive Officer Denise Dignam told analysts that the quarter reflected "disciplined execution and strategic focus across the company," with Thermal & Specialize ...

Compania Cervecerias Unidas NYSE: CCU began 2026 with strong results in its Chile business, but softness in Argentina and a sharp downturn in wine weighed on consolidated performance, Chief Financial Officer Felipe Dubernet said on the company's first-quarter earnings call. Dubernet said consolidated EBITDA was essentially flat, rising 0.1% from the prior year. The result reflected a 13.7% increase in EBITDA in Chile, which was offset by declines of 18.6% in the international business segment and 50.1% in t ...

Coeur Mining NYSE: CDE reported what executives described as a record first quarter, with results boosted by higher silver and gold production and a partial contribution from assets acquired in the recently completed New Gold transaction. Chairman, President and CEO Mitchell Krebs said the company had a "strong start" to 2026 despite the first quarter typically being its softest period of the year. He noted that the quarter included only 11 days of contributions from the newly acquired New Afton and Rainy R ...

Ally Financial NYSE: ALLY shareholders approved the company's board nominees and several management- backed proposals at the company's 2026 annual meeting, while rejecting a shareholder proposal that sought to lower the ownership threshold required to call a special shareholder meeting. Chairman Fritz Hobbs opened the meeting by recognizing the company's director nominees, including newly nominated board candidate Tracy Webber. Hobbs said the board believes the group has "the right mix of perspectives, back ...

公司业务与估值分析 - 拼多多是一家大型公司 其业务质量与估值之间存在极度的脱节[1] - 公司拥有一个高利润、轻资产的商业平台[1] 分析师背景与历史表现 - 分析师所属的M价值投资研究团队曾推荐多只表现优异的股票 例如SPOT上涨575% CMI上涨202% WSM上涨178% IDEXF上涨119% FLTLF上涨103% ALSN上涨102%[1] - 该分析师在TipRanks上被评为四星 成功率为71% 位列所有专家的前25%[1] - 该分析师采用基于证据和因子的投资方法 并通过价值投资在集中头寸中运用杠铃策略[1]

Net asset value per share declined to $26.26 at quarter-end from $26.92 in the fourth quarter, a 2.5% decrease. Desloge said the decline was primarily driven by $0.67 per share of unrealized losses, partly offset by $0.01 per share of net realized gains. The portfolio was marked at 96.2, down from 97.3 in the prior quarter, reflecting broader spread widening and company-specific fundamentals. The board reaffirmed the quarterly dividend of $0.77 per share. Desloge said the dividend is expected to be covered ...