FINWIRES · TerminalLIVE
FINWIRES

午间要闻:GameStop 以 555 亿美元收购 eBay;亚马逊推出供应链服务

By

-- 周一上午交易时段,美国三大股指均下跌。此前,美国总统特朗普周末宣布了一项计划,旨在由美国引导其他国家的货船安全通过霍尔木兹海峡。 公司新闻方面,GameStop (GME) 周日表示,已提交一份不具约束力的收购要约,拟以每股 125 美元的价格收购 eBay (EBAY) 的所有流通股。该公司表示,这项总额达 555 亿美元的收购方案将以现金和股票各占一半的方式进行,其中现金部分将由公司储备金以及 TD Securities 提供的最高 200 亿美元的潜在融资支持。GameStop 股价午盘下跌 7.9%,而 eBay 股价上涨 5.7%。 亚马逊 (AMZN) 周一宣布推出亚马逊供应链服务,向企业开放其物流网络。该公司表示,这项新服务将亚马逊的货运、配送、仓储和包裹运输能力扩展到零售、批发和商业企业。此外,亚马逊支持的Anthropic公司与黑石集团(BX)和高盛集团(GS)共同成立了一家独立的商业服务公司,旨在将Claude人工智能平台整合到其核心业务运营中。亚马逊股价上涨1.5%,而联邦快递(FDX)和联合包裹服务公司(UPS)的股价分别下跌9.3%和9.9%。黑石集团股价下跌0.9%,高盛集团股价下跌2.3%。 美国运通全球商务旅行(American Express Global Business Travel)由全球商务旅行集团(Global Business Travel Group, GBTG)运营,该公司周一宣布已与Long Lake Management达成最终协议,将以每股9.50美元的价格被收购,交易总额约为63亿美元,全部以现金支付。全球商务旅行集团股价上涨57.3%。 ADT(ADT)周一宣布,已完成1.02亿股普通股的二次公开发行定价。这些股份由阿波罗全球管理公司(APO)旗下关联公司管理的若干实体出售,代表了所有出售股东剩余的股份。此次发行预计将于5月5日完成,但需满足惯例成交条件。ADT股价下跌6.4%,阿波罗股价下跌0.3%。 挪威邮轮公司(NCLH)周一公布了第一季度调整后每股收益为0.23美元,高于去年同期的0.10美元,也高于FactSet预期的0.14美元。第一季度总营收为23.3亿美元,高于去年同期的21.3亿美元,但低于FactSet预期的23.6亿美元。该公司预计第二季度调整后每股收益为0.38美元,低于FactSet预期的0.51美元。该公司将2026财年全年调整后每股收益预期从此前预测的2.38美元下调至1.45美元至1.79美元。FactSet调查的分析师预期为2.10美元。挪威邮轮股价下跌8.7%。

Price: $24.44, Change: $-2.09, Percent Change: -7.88%

Related Articles

Insider Trading

Viavi Solutions Insider Sold Shares Worth $445,935, According to a Recent SEC Filing

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%

$VIAV
Sectors

Sector Update: Consumer

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.

$AMZN$FDX$UPS
Commodities

US Land Rig Count Slides as Permian Activity Softens, RBC Says

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%

$COP$OXY$PTEN$XOM