-- 据彭博社周四报道，埃隆·马斯克在联邦法院作证称，他从未就早期向微软支持的OpenAI捐款的条款签订过书面协议。他表示，他依据的是OpenAI的非营利章程，而非正式合同。 马斯克正在起诉OpenAI及其首席执行官萨姆·奥特曼，指控该公司放弃了最初的非营利使命，转而与微软合作以盈利为目的。OpenAI否认了这些指控，并表示马斯克的诉讼意在削弱竞争对手，因为马斯克自己的AI初创公司xAI正在发展壮大。 报道称，在接受质询时，马斯克表示，在OpenAI于2015年成立时，他没有让代表准备任何文件来概述他承诺的资金的具体条件。当时，这家非营利组织表示，马斯克承诺分阶段捐款高达10亿美元，而据报道，马斯克现在表示，他“严格意义上的”捐款金额为3800万美元。 OpenAI尚未回复的置评请求。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源，但可能包含传闻和推测。准确性无法保证。）
Price: $404.90, Change: $-19.56, Percent Change: -4.61%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:LPLA delivered Q1 2026 results, with revenues surging 35% to $5.94B (missing estimates by $60M) and adj. EPS of $5.60 beating Street estimates by $0.13. The wealth management transformation accelerated with advisory revenue reaching $2.62B (+55%) and advisory assets growing to $1.39T (+42%), now representing 59.5% of total client assets. We believe LPLA's strategic shift toward fee-based services continues creating a more stable revenue base while improving operating leverage, with total advisory and brokerage assets reaching $2.34T (+30%). Management lowered the upper end of its 2026 core G&A outlook by $20M to $2.16B-$2.19B, including Commonwealth-related expenses. The Commonwealth acquisition remains on track for Q4 2026 completion with asset retention targeting 90% and updated run-rate EBITDA of $410M. With corporate cash of $567M and leverage at 1.86x, we expect LPLA maintains substantial financial flexibility for growth initiatives and plans to resume share repurchases with an estimated $125M in Q2 2026.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TEAM delivered a strong Q3 beat with non-GAAP EPS of $1.75 exceeding consensus by $0.41, while total revenue of $1.787B grew 32% Y/Y, surpassing expectations by $90M. Cloud revenues of $1.132B accelerated to 29% growth from 26% in Q2, while Data Center sales of $560.7M surged 44% Y/Y, reaccelerating from Q2's 20% growth. RPO growth accelerated again, up 37% Y/Y reaching $3.996B, demonstrating strengthening demand and larger customer commitments driven by its AI-powered System of Work strategy. Despite restructuring charges of $223.8M, non-GAAP operating margin expanded 800 bps Y/Y to 34%, while free cash flow of $561.3M represented a 31% margin, up from Q2's 11%. Management raised FY 26 revenue growth guidance to 24% from 22%, with operating margin guidance improving to 29% from 25.5%. We view the balanced growth across Cloud migration and Data Center expansion as positive, demonstrating TEAM's ability to optimize customer transitions while maintaining strong operational leverage.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ROKU reported Q1 2026 EPS of $0.57, beating consensus of $0.35. Total revenue was $1.25B, up 22% Y/Y, driven by robust Platform segment growth of 28% Y/Y to $1.13B (91% of total revenue). We think ROKU's strategic focus on enhancing the Roku Experience and content discovery positions the company well, as evidenced by The Roku Channel becoming the #2 most engaged app on the platform and ROKU maintaining its #1 streaming platform position in the U.S., Canada, and Mexico. Management raised 2026 guidance with total revenue expected at $5.535B and Platform revenue growth of ~21% Y/Y to $5.0B, with Platform gross margins at the high end of the 51%-52% range. We believe ROKU is well-positioned for sustained growth, supported by strong advertising momentum with 27% Y/Y growth to $612.7M and exceptional subscription revenue growth of 30% Y/Y to $518.5M. The company maintains a strong balance sheet with $1.6B in cash, zero debt, and reaffirmed its long-term target of achieving $1B in free cash flow by 2028.