-- 据《金融时报》周一报道，Alphabet（GOOG，GOOGL）旗下谷歌的560名员工联名致信首席执行官桑达尔·皮查伊，敦促他阻止美国政府将谷歌的人工智能技术用于军事行动。 据该媒体报道，这些员工希望人工智能造福人类，而不是被用于自主武器和大规模监控。 知情人士告诉《金融时报》，这封信是由谷歌人工智能实验室DeepMind的员工协调撰写的。 谷歌尚未回复的置评请求。 （市场闲谈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: $350.02, Change: $+7.70, Percent Change: +2.25%
S&P 500 companies' quarterly earnings growth decelerated compared with figures from a week ago, but remained well ahead of expectations, Oppenheimer Asset Management's data showed Monday.Some 28% of companies in the benchmark equity index have reported results in the latest cycle, with earnings up about 25% from a year earlier and revenue growing 10%. Last week's report by the brokerage showed profit growth of 32% and sales increase of 13%, based on financials reported by 9% of the index constituents.Ahead of the reporting season, FactSet put expected earnings growth at 12.6% from a year earlier, according to Oppenheimer."The quarter appears to be off to a strong start," Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus said, noting that earnings growth reported by 79% of the firms that have released their quarterly results exceeded analyst estimates.Among sectors, materials and technology outperformed in terms of earnings, with profit roughly doubling year over year. Tech led the chart for revenue growth, with a nearly 30% increase, followed by real estate's 14% jump.This week, a busier earnings calendar has 179 S&P companies releasing their quarterly financials, according to Oppenheimer. Among the big-cap companies reporting this week are five of the so-called Magnificent 7 stocks; Alphabet (GOOG, GOOGL), Apple (AAPL), Microsoft (MSFT), Amazon (AMZN) and Meta Platforms (META).Visa (V), Coca-Cola (KO), T-Mobile US (TMUS), and Eli Lilly (LLY) also report this week.On Friday, the S&P 500 and the Nasdaq Composite hit all-time peaks as tech stocks rallied, ahead of a second round of US-Iran peace talks. The two sides, however, didn't have direct negotiations in Pakistan over the weekend."Resolution to the conflict in our view persists as a potential negative overhang to market performance on a day-to-day basis tied to news flows from the front, developments in negotiations taking place and supply chain disruptions that carry inflation risks," Stoltzfus said. "That said, stocks are showing thus far an appreciation for fundamentals that matter to revenue and profit growth."Price: $349.73, Change: $+7.41, Percent Change: +2.16%
Biofuels feedstock futures closed higher, with the soybean complex leading crop futures higher on Monday, despite another round of canceled peace talks in the Middle East over the weekend.The Chicago Board of Trade July soybean futures contract closed 1.15% higher at $11.92 per bushel, while the CBOT July soybean oil futures contract settled 0.48% higher at 71.67 cents per pound.On Monday, the June ethanol futures contract on the Nymex ended 1.66% higher at $1.99 per gallon.Rhett Montgomery, DTN analyst, said that the soybean market ignored the stalled peace talks between the US and Iran."Soybean meal futures rallied sharply on Monday, likely the result of spread trading as soybean oil has taken a historically large share of crush value through 2026 thus far and traders are likely working to unwind some of that," Montgomery said in a daily note.He added that Brazil's record crop leads market participants to think China doesn't need to buy US beans. "However, a deal of some sort at next month's meeting can't be ruled out, and in terms of world soybean demand, it is the most pivotal event on the market's horizon currently."On Monday, the US Department of Agriculture's Weekly Export Inspection Report showed that soybean bookings totaled 23.1 million bushels for the week ending April 23. Total inspections for 2025-26 are now at 1.206 billion bushels, down 20% from the previous year.USDA is estimating soybean exports to total 1.540 bb in 2025-26, down 18% from the previous year. Soybean inspections are running behind USDA's estimated pace, even as USDA's estimate of soybean ending stocks is 20% above the previous five-year average.
Consumer stocks fell late Monday afternoon with the State Street Consumer Staples Select Sector SPDR ETF (XLP) declining 1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) shedding 0.6%.In corporate news, United Airlines (UAL) CEO Scott Kirby confirmed he approached rival American Airlines (AAL) about a possible merger, and American declined to engage, closing the door on a deal. Separately, American is selling $1.14 billion of bonds financing a group of planes, Bloomberg reported. United shares fell 1.2%, and American dropped 3%.Domino's Pizza (DPZ) reported weaker-than-expected Q1 results on Monday, with the company's CEO saying consumer uncertainty and inflation weighed on demand late in the quarter. Its shares slumped past 9%.Verizon Communications (VZ) lifted its full-year earnings outlook on Monday and reported a Q1 bottom line above market estimates, while it unexpectedly added postpaid phone subscribers in the three-month period. Its shares rose 1.2%.Toyota Motor (TM) reported Monday total worldwide sales of 897,871 vehicles in March, down 7.3% from a year earlier. Toyota shares were fractionally higher.