-- 加拿大皇家銀行資本市場（RBC Capital Markets）週二發布的報告顯示，花旗集團（C）第一季營收創下十年來新高，這主要得益於市場表現創紀錄以及服務業務的持續強勁增長。報告也指出，管理階層對2026年達到10%至11%的有形普通股股東權益報酬率充滿信心。 報告稱，花旗集團第一季稀釋後每股收益為3.06美元，高於去年同期的1.96美元；營收成長14%至246億美元，所有主要業務線均對成長做出貢獻。 RBC表示，花旗集團的服務業務是該行的“皇冠上的明珠”，第一季營收達61億美元，年增17%。報告也指出，市場業務營收首次突破70億美元大關，成長19%至72億美元，主要得益於固定收益和股票業務的全面強勁表現。 報告稱，管理層重申了對中期財務目標的信心，這得益於穩健的營收成長和嚴格的成本控制。 加拿大皇家銀行將花旗集團股票的目標價從121美元上調至139美元，並維持「跑贏大盤」評級。
Price: $132.05, Change: $+2.47, Percent Change: +1.91%
Microsoft's (MSFT) amended agreement with OpenAI is a "net positive" as the company locks in a six-year intellectual property control over OpenAI's technology and maintains a significant share of OpenAI, Wedbush Securities said in a note Monday.The agreement represents an important moment for Microsoft as it looks to develop tech independence from OpenAI, while building its Copilot assistant and leveraging AI models from Anthropic in its 365 tools, the brokerage said.Under the new deal, Microsoft will continue to hold a license to OpenAI technology through 2032, although the license is no longer exclusive, according to the note. Microsoft will no longer pay a revenue share to OpenAI while revenue share payments from OpenAI to Microsoft will continue through 2030 at the same percentage, subject to a total cap, Wedbush said.The amended agreement also puts OpenAI on a "strong path forward" amid its upcoming initial public offering, giving it a clearer opportunity in the cloud environment while reducing barriers from its original partnership with Microsoft, the brokerage said.Wedbush maintained its outperform rating on Microsoft with a $575 price target.Price: $422.15, Change: $-2.45, Percent Change: -0.58%
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%
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.