-- 加拿大帝国商业银行（CIBC）将麦格纳国际（Magna International，股票代码：MG.TO，MGA）的目标股价下调2美元至74美元，但维持其“跑赢大盘”评级。 分析师泰·柯林斯（Ty Collins）指出，麦格纳公布了强劲的第一季度业绩，进一步证明了该公司稳健的执行力和严谨的经营策略。他认为，股价的负面反应源于市场因素以及前景展望中的一些波动，该公司前景展望基本保持不变，仅将全年销售额下调了4亿美元（1%）。 尽管宏观风险依然存在（例如美墨加协定和伊朗战争），但柯林斯认为麦格纳有能力应对潜在的冲击。 “我们仍然看到利润率提升和强劲现金流的清晰路径，并认为大规模的股票回购将起到支撑作用。”
Price: $80.50, Change: $-2.18, Percent Change: -2.64%
Kevin Christopher Siebert, Senior Vice President, General Counsel & Secretary, on May 04, 2026, sold 8,255 shares in Viavi Solutions (VIAV) for $445,935. Following the Form 4 filing with the SEC, Siebert has control over a total of 20,129 common shares of the company, with 20,129 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/912093/000091209326000040/xslF345X05/form4.xmlPrice: $53.38, Change: $-1.95, Percent Change: -3.52%
Consumer stocks were lower late Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) falling 1.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) decreasing 0.8%.In corporate news, Amazon.com (AMZN) has launched Amazon Supply Chain Services, opening its logistics network to businesses, the company said Monday. Amazon shares rose 1.2%, while FedEx (FDX) and United Parcel Service (UPS) each fell 9.8% and 10% respectively.
The US land rig count slides for a second consecutive week, pressured by a pullback in oil-directed drilling, RBC Capital Markets strategists said in a note on Sunday.Total US land rig count fell by six week-on-week to 525, RBC analysts said, citing Baker Hughes. The decline was driven by the oil-directed side of the business, which saw six units sidelined, bringing the total to 389. Gas-oriented activity held steady at 129 rigs.The Permian Basin, the largest US shale region, saw activity edge lower, with the rig count slipping by one to 241. RBC said that the Permian Basin continues to dominate US drilling, accounting for about 62% of oil-directed rigs in the Lower 48 and 47% of total land rigs.The most active drilling companies in the Permian are Helmerich & Payne (HP) with 88 rigs, Patterson-UTI Energy (PTEN) with 32 rigs, and Nabors Industries (NBR) with 29 rigs. Exxon Mobil (XOM) led the operators with 34 rigs, followed by Occidental (OXY) with 20 and ConocoPhillips (COP) with 17.Eagle Ford activity climbed one rig to 43, while the Williston Basin was unchanged at 28. Gas-focused regions showed modest strength, with the Haynesville Shale gaining two rigs to 58, while Appalachian Basin activity held flat at 37.RBC said that private operators continue to play a significant role in key basins, though their share of activity has declined in some areas. Private firms in the Permian accounted for 39% of active rigs, down from 43% a year earlier, while in the Eagle Ford their share fell to 37% from 46%.Private operators, by contrast, still dominate the Haynesville, accounting for about 72% of rigs, unchanged from last year.Price: $124.79, Change: $+1.60, Percent Change: +1.30%