-- 由亚马逊 (AMZN)、黑石集团 (BX)、高盛 (GS) 和 Hellman & Friedman 支持的 Anthropic 公司周一宣布，已成立一家独立的企业服务公司，旨在将 Claude 人工智能平台整合到其核心业务运营中。 该公司表示，这家新公司由一家另类资产管理公司组成的财团支持，并将优先考虑加速中型企业采用新技术。 该公司还表示，其工程师将与 Anthropic 的研究和产品团队紧密合作，构建能够随着底层技术的改进而不断发展的系统。
Price: $271.73, Change: $+3.31, Percent Change: +1.23%
Chevron's (CVX) Q1 financial results set up a "meaningful" acceleration in sequential earnings, with momentum building through the rest of this year and into the first half of 2027, UBS analysts said in a Monday note.UBS said Chevron's Q1 results were ahead of expectations despite facing significant headwinds from timing effects.Analysts said that the conflict in the Middle East did not directly impact Chevron's assets, with projects shut as precautionary measures now back online.UBS said that several potential drivers could drive Chevron's earnings higher in Q2 and Q3, including from its TCO Kazakhstan project, which is running above announced capacity, with volumes from Kazakhstan/Eurasia expected to increase 60% in Q2.Analysts said that for long-term contract volumes, every $10 increase in Brent and Japan Crude Cocktail prices per barrel of oil will result in $600 million in pre-tax earnings and $450 million in after-tax earnings.UBS retained a buy rating on the stock and increased its price target to $220 from $218.Price: $191.83, Change: $+1.20, Percent Change: +0.63%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our $179 12-month target is based on an EV/EBITDA of 19.0x applied to our 2027 EBITDA estimate, above ATI's trailing-12-month average forward EV/EBITDA of 17.4x but below peers' average forward EV/EBITDA of 27.2x. We raise our 2026 EPS by $0.03 to $4.46 and 2027's by $0.11 to $5.51. We lower our rating to Buy from Strong Buy based on elevated earnings multiples, not deteriorating fundamentals. ATI is executing well on its strategy to prioritize high-value aerospace, defense, and specialty energy markets. ATI raised full-year 2026 guidance with adjusted EBITDA now expected at $1.01B-$1.06B (up $35M at midpoint), representing 20% Y/Y growth. Record backlog of $4.1B and extending lead times (1+ years for nickel alloys, nearly 2 years for premium titanium) provide strong visibility. Management expects consolidated EBITDA margins above 20% with 40% incremental margins driven by favorable mix and long-term contract pricing. ATI's differentiated position in capacity-constrained markets supports our positive view.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of $96, raised $7, reflects a combination of relative valuation and DCF model analyses. On a relative basis, we apply a 10.5x multiple of enterprise value to projected '27 EBITDA, in line with OKE's historical forward average, which yields an $89 value. Meanwhile, our DCF model, using medium-term free cash flow growth of 3.5% and terminal growth of 2.0%, discounted at a WACC of 5.4%, yields a value of $103 per share. We lift our '26 EPS estimate by $0.09 to $5.78, but cut '27's by $0.06 to $6.08. OKE noted that its U.S. Gulf Coast Permian NGL volumes rose 31% in Q1, which we think is at least partly due to the disruption in the Middle East and overseas buyers looking for alternative sourcing. We estimate that the combination of growth capex and dividend outlays will chew up about 83% of operating cash flow in 2026, implying a modest degree of safety, but only slightly better than peers. Shares yield 4.6%.