-- 摩根士丹利周三发布的一份报告指出，Lumentum (LITE) 的定价能力依然“突出”，该公司第三财季毛利率超出预期350个基点以上。 报告称，该公司可以利用其在电吸收调制激光器和泵浦激光器市场的地位，尤其是在市场紧张时期提高价格。 报告指出：“随着产品需求持续增长，鉴于定价能力不太可能减弱，该股有望在短期内维持牛市估值。” 报告补充道：“这甚至在我们真正看到光路开关 (OCS) 和共封装光学器件 (CPO) 的量产之前，这些产品要到今年晚些时候才会变得更加重要。” 不过，报告也指出，在近期股价强劲上涨之后，适当的“消化”是有益的。 摩根士丹利将 Lumentum 的目标股价从 710 美元上调至 900 美元，并维持“持股观望”评级。
Price: $935.74, Change: $-58.82, Percent Change: -5.91%
Coelacanth Energy (CEI.V) on Wednesday closed a bought-deal share financing that raised $80 million.The company sold underwriters 97.56-million priced at $0.82 each.Proceeds are earmarked for exploration and development of its projects in the Montney Two Rivers area in British Columbia and for working capital and general corporate purposes.The company's shares were last seen down $0.01 to $0.84 on the TSX Venture Exchange.Price: $0.84, Change: $-0.01, Percent Change: -1.18%
Energy stocks were lower Wednesday afternoon, with the NYSE Energy Sector Index falling 3.6% and the State Street Energy Select Sector SPDR ETF (XLE) dropping 4.1%.The Philadelphia Oil Service Sector Index was shedding 1.6%, and the Dow Jones US Utilities Index was down 1.2%.In sector news, the White House is of the view that an agreement with Tehran -- a one-page memorandum of understanding to end the war and set a framework for more detailed nuclear negotiations -- is close, Axios reported, citing two US officials and two other sources briefed on the issue. Washington's MoU, if Iran accepts it, will lead to a gradual reopening of the Strait of Hormuz and lifting of the American blockade on Iranian ports, a person familiar with the matter told Bloomberg.Front-month West Texas Intermediate crude oil sank 6.2% to $95.96 a barrel, and the global benchmark Brent crude contract slumped 6.8% to $102.45 a barrel. Henry Hub natural gas futures shed 2.1% to $2.73 per 1 million BTU.In corporate news, Equinor (EQNR) shares fell past 8% after the firm reported Q1 revenue that decreased year on year and missed analysts' estimates.
Michael D Keller, Vice President and Corporate Controller, on May 04, 2026, sold 4,554 shares in Nucor (NUE) for $1,028,566. Following the Form 4 filing with the SEC, Keller has control over a total of 16,834 common shares of the company, with 16,834 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/73309/000007330926000059/xslF345X05/form4.xmlPrice: $234.07, Change: $+2.00, Percent Change: +0.86%