-- 根據CNBC週三援引知情人士報道，PayPal Holdings (PYPL) 執行長恩里克·洛雷斯本週告知管理層，他正在對公司進行重組，將Venmo拆分為PayPal旗下的一個獨立業務部門。 報道引述知情人士的話稱，拆分Venmo將更便於追蹤其發展，或有可能將其出售給其他公司。 CNBC引述知情人士的話稱，PayPal正在尋找數位銀行高階主管來負責新的Venmo業務部門。 PayPal尚未回覆的置評請求。 （市場閒談新聞來自與全球市場專業人士的對話。這些資訊被認為是來自可靠來源，但可能包含傳聞和猜測。準確性無法保證。）
Price: $50.38, Change: $+0.73, Percent Change: +1.48%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Ford (F) posted Q1 adjusted EPS of $0.66 vs. $0.14, well ahead of the $0.19 consensus. The beat was driven by stronger-than-expected sales and margins, as automotive revenue rose 6.4% to $39.82B ($1.0B ahead of consensus) and adjusted EBIT margin expanded 560 bps to 8.1%. Results included a $1.3B one-time IEEPA tariff benefit reflecting amounts paid between March 2025 and February 2026. Ford raised full-year adjusted EBIT guidance to $8.5B-$10.5B from $8.0B-$10.0B, the midpoint of which is well above the $8.87B consensus. Ford's guidance for 2026 adjusted FCF and capex was unchanged at $5B-$6B and $9.5B-$10.5B, respectively. Shares initially surged higher on the beat and increased guidance in after-hours trading, but quickly gave back the gains, as the release begged the question of why Ford didn't raise full-year earnings guidance by an even greater amount in light of the $1.3B IEEPA tariff benefit. It appears to be mainly due to the company's expectation of a greater commodity cost headwind in 2026 (~$2B).