-- 三菱电机（东京证券交易所代码：6503）与富士康（东京证券交易所代码：2317）签署了一份谅解备忘录，探讨建立战略联盟，共同运营三菱电机的汽车零部件业务。 根据周六发布的一份声明，根据拟议协议，富士康将收购三菱电机移动出行公司50%的股份。 双方能否正式达成合作取决于双方就商业条款达成一致并签署最终合同。 双方将尽快展开磋商，任何最终协议均需获得监管部门的批准。
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Mining & Metals
MediPharm Labs Says "Welcomes" Implementation of U.S. Final Order Cannabis Rescheduling
MediPharm Labs (LABS.TO) "welcomes" the implementation of the U.S. final order rescheduling certain cannabis products from Schedule I to Schedule III of the Controlled Substances Act, it said Monday.The order, which took effect April 22, recognizes the medical use of cannabis and is anticipated to materially reduce barriers to U.S. clinical research and pharmaceutical development, the company noted."The order is expected to accelerate U.S. research by enabling access to standardized medical-grade cannabis from registered suppliers," said the company in a statement. "For MediPharm Labs, this could mean an expanded pipeline of U.S. researchers and pharmaceutical companies advancing clinical trials and evaluating compliant active pharmaceutical ingredient ("API") suppliers."The order also "creates a clearer regulatory pathway" for FDA-approved drug products containing cannabis, which is directly aligned with MediPharm Labs pharmaceutical manufacturing strategy, it said.Shares of the company were last seen up $0.01 to $0.07 on the Toronto Stock Exchange.Price: $0.08, Change: $+0.01, Percent Change: +15.38%
$LABS.TO
Commodities
EU Sees Stable Gas Supply, Monitors Oil Markets Amid Hormuz Risks
European Union officials said gas storage remains near targets with 80% seen as sufficient for winter, while oil markets face risks from Hormuz disruptions, the European Commission said Friday.Experts from the European Commission, EU countries, and the International Energy Agency met to assess supply security as the Middle East conflict entered its third month.The Gas Coordination Group said supply conditions remain stable, with storage levels only slightly below pre-crisis averages despite ongoing geopolitical tensions.Officials said reaching 80% storage by the end of summer would adequately secure winter demand, according to the commission.EU countries are balancing storage refilling with economic considerations and have not introduced additional interventions so far, it said.Countries can activate regulatory flexibility in a timely manner if they fail to meet storage targets under EU legislation, officials said.The Oil Coordination Group is implementing actions under the April 22 AccelerateEU plan and introducing a Fuel Observatory to track supply, stocks, imports, and exports, the Commission said.Energy ministers mandated the European Commission at the extraordinary Transport, Telecommunications and Energy Council meeting on March 31 to collect national data on stocks and market conditions.The European Commission is using the collected data to build an EU-wide regional assessment of supply conditions and market developments, it said.Current data shows jet fuel supplies can meet demand, but a prolonged Strait of Hormuz closure could disrupt markets in the coming weeks and months, the Commission added.The European Commission will use the collected data to guide coordinated EU actions, including potential stock releases already committed under the IEA's collective response framework, it said.The European Commission will keep assessing impacts, coordinate actions, and stay in close contact with EU countries, the IEA, and market participants, the Commission added.
Research
Research Alert: CFRA Maintains Strong Buy Opinion On Shares Of Advanced Micro Devices
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price to $400 from $300, on a P/E of 27.6x and shifting to our 2028 EPS, which we start at $14.50, reflecting upside to EPS estimates. We boost our 2026 EPS to $6.71 from $6.55 and 2027 to $11.09 from $10.18. We are growing more optimistic about opportunities tied to CPU server demand, fueled by AMD's EPYC processors and growing content share as CPU-to-GPU ratios shift from 1:8 in training workloads to 1:1 or better in agentic AI deployments. Extending lead times and emerging industry-wide CPU shortage should support higher prices, and we see potential for 50%+ server CPU market share over time (from ~40% in late 2025). AMD's shift to large-scale rack-scale systems remains its biggest opportunity in the coming years. We are also encouraged by recent customer orders from Meta and Oracle, as we see a long tail opportunity over the next three to five years. Higher component prices (e.g., memory) and tight capacity at Taiwan Semi will need to be closely monitored and are potential risks.
$AMD