-- 據彭博社週四報道，伊隆馬斯克在聯邦法院作證稱，他從未就早期向微軟支持的OpenAI捐款的條款簽訂過書面協議。他表示，他依據的是OpenAI的非營利章程，而非正式合約。 馬斯克正在起訴OpenAI及其執行長薩姆·奧特曼，指控該公司放棄了最初的非營利使命，轉而與微軟合作以盈利為目的。 OpenAI否認了這些指控，並表示馬斯克的訴訟意在削弱競爭對手，因為馬斯克自己的AI新創公司xAI正在發展壯大。 報告稱，在接受質詢時，馬斯克表示，在OpenAI於2015年成立時，他沒有讓代表準備任何文件來概述他承諾的資金的條件。當時，這家非營利組織表示，馬斯克承諾分階段捐款高達10億美元，而據報道，馬斯克現在表示，他「嚴格意義上」已經捐贈了3,800萬美元。 OpenAI尚未回覆的置評請求。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和推測。準確性無法保證。）
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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.