-- 奥本海默公司周五发布的一份报告称，Cloudflare (NET) 预计将公布超出预期的第一季度财报，这主要得益于强劲的合同活动，包括更大的交易规模以及安全和计算模块的广泛应用。 报告指出，第一季度合同价值可能同比增长10%至15%，其中机器人管理、AI网关和应用安全领域的业务也有所增长。 报告还显示，第一季度超过一半的合同包含Workers模块，高于上一季度的45%和两年前的10%至15%。 奥本海默公司预测Cloudflare第一季度营收将达到6.207亿美元，并预计管理层将维持其2026年的营收预期。 奥本海默公司维持对Cloudflare股票的“跑赢大盘”评级，目标价为300美元。 第一季度业绩将于5月7日公布。
Price: $203.10, Change: $-1.91, Percent Change: -0.93%
AES (AES) has an average rating of hold and mean price target of $15.12, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Gold prices eased early on Monday, remaining rangebound even as the dollar fell ahead of the Wednesday interest-rate announcement from the Federal Reserve.Gold for June delivery was last seen down US$26.50 to US$4,714.40 per ounce, remaining within the US$200 range it has been stuck in since the start of the war on Iran, as high oil prices raise concerns over higher inflation and threaten to boost interest rates.The Federal Open Market Committee (FOMC) will make its latest interest-rate decision at the Wednesday afternoon end to its two-day meeting. The CME FedWatch Tool sees a 100% probability the group will leave rates unchanged."Gold remains stuck in neutral within a broad USD 200 range around USD 4,750, with most intraday price action dictated by energy prices and the ebb and flow of headlines from the White House and the Middle East. The FOMC is widely expected to leave rates unchanged on Wednesday," Saxo Bank noted.The dollar was lower early, with the ICE dollar index last seen down 0.28 points to 98.26. Treasury yields rose, with the yield on the two-year note up 1.0 basis points to 3.801%, while the 10-year note was paying 4.321%, up 1.3 points.
Energy stocks were advancing premarket Monday, with the State Street Energy Select Sector SPDR ETF (XLE) 0.6% higher.The United States Oil Fund (USO) was up 1.4% and The United States Natural Gas Fund (UNG) was 4.1% higher.Front-month US West Texas Intermediate crude oil was 1.9% higher at $96.16 per barrel at the New York Mercantile Exchange. Global benchmark North Sea Brent crude oil rose 2% to $107.41 per barrel, and natural gas futures were up 1% at $2.67 per 1 million British Thermal Units.The UK's Seagreen wind farm, which is 25.5%-owned by TotalEnergies (TTE), has delayed a fixed-price government contract, preferring to sell electricity at higher market rates, Bloomberg News reported, citing data it compiled. TotalEnergies shares were 0.8% higher pre-bell.ARC Resources said it has entered into a definitive agreement to be acquired by Shell (SHEL) in a cash-and-share deal valued at about 22 billion Canadian dollars ($16.17 billion). Shell stock was up 0.4% premarket.