-- 奧本海默週一發布的一份報告指出，Airbnb (ABNB) 預計將透過圍繞酒店、先預訂後付款和人工智慧搜尋等產品舉措實現持續的收入成長。 報告特別提到飯店業務，尤其是在曼哈頓，由於監管更加嚴格，Airbnb 在曼哈頓的房源數量仍比 2019 年的水準低約 300 萬晚。 報告補充道，飯店業務只需稍加提升即可為房源數量增加約 3 晚，而如果轉換率和品牌知名度有所提高，則可帶來更大的成長空間。 報告指出：“我們認為 ABNB 更有能力應對石油供應衝擊對旅遊走廊造成的衝擊，同時還能從世界盃的需求中獲益匪淺，世界盃舉辦城市的租賃需求增速已超過 2025 年的水平。” 報告也指出，對於投資者而言，人工智慧帶來的機會似乎更加切實，因為 ABNB 的品牌、直接流量和獨特的房源供應可能有助於其規避競爭對手面臨的一些風險。 奧本海默將 Airbnb 的評級從“表現良好”上調至“優於大盤”，並設定了 180 美元的目標價。
Price: $141.30, Change: $-0.36, Percent Change: -0.25%
West Texas Intermediate (WTI) crude oil closed higher Monday in volatile as traders eye escalating violence in the Persian Gulf.WTI oil for June delivery closed up US$4.48 to settle at US$106.42 per barrel, while July Brent oil was last seen up US$6.53 to US$114.70.Iran attacked the United Arab Emirates oil port of Fujairah in the Gulf of Oman, which has allowed the country to continue exporting oil while the Strait of Hormuz remains blocked. The Wall Street Journal reported Iran also fired missiles at U.S. warships and commercial vessels.Iran's Fars News Agency also reported Iranian forces struck a U.S. warship with two missiles to prevent it from moving into the Strait, which Iran blocked at the Feb. 28 start of the war, cutting off 20% of the world's oil demand supplied by Persian Gulf nations. However, The Guardian reported U.S. Central Command dismissed the report, while continuing the blockade of Iranian ports.U.S. President Trump in a weekend social media post said the U.S. would begin escorting ships trapped in the Gulf through the Strait, but offered no details on the scheme. The Wall Street Journal reported Trump "intends to use countries, insurance companies and shipping organizations to move traffic through the strait. It doesn't currently involve U.S. Navy warships escorting vessels through the waterway", citing two U.S. officials. The uncertain details of the plan has done little to lower prices, which have climbed by about half since the conflict began."The market remains fragile because the plan's implementation is uncertain, and Kuwait's oil exports reportedly falling to zero underlines how severe the regional supply disruption has become," Saxo Bank wrote.
Kevin J McNamara, Director, President, and CEO, on May 01, 2026, sold 2,000 shares in Chemed (CHE) for $842,260. Following the Form 4 filing with the SEC, McNamara has control over a total of 90,219 capital shares of the company, with 90,219 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/19584/000119312526203623/xslF345X05/ownership.xmlPrice: $426.50, Change: $+4.34, Percent Change: +1.03%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We decrease our 12-month target by $12 to $127, 15.1x our 2027 EPS estimate, equal to PPG's three-year average forward P/E. We trim our EPS estimates by $0.17 to $7.95 for 2026 and by $0.56 to $8.41 for 2027. PPG delivered its fifth consecutive quarter of organic sales growth, demonstrating improving commercial execution across its differentiated portfolio. The aerospace business remains a key growth driver with a $315M backlog and double-digit growth expected to continue given strong OEM and aftermarket demand. We view favorably PPG's ability to offset mid-single-digit COGS inflation through pricing actions faster than prior cycles, supported by its scale and distribution model. While refinish volumes face difficult 1H comps, claims data suggest market normalization is underway. Management reaffirmed 2026 EPS guidance of $7.70-$8.10 despite macro headwinds. We see value in PPG's balanced portfolio, ongoing share gains in auto OEM and packaging, and structural cost actions including European plant closures.