-- 瑞银周四发布的一份报告指出，亚马逊（AMZN）的积压订单激增，其中包括来自Anthropic的1000亿美元订单，预示着其2026年和2027年的营收增长将加速。 报告称：“尽管具体幅度可能存在一些波动，但积压订单的激增持续表明，亚马逊将在2026年和2027年实现营收加速增长，这反过来应该会提振投资者对投资回报率（ROIC）的信心。” ROIC指的是投资回报率。 报告称，亚马逊网络服务（AWS）2026年的基本增长率预期为36%，并补充说，受第一季度电商业务业绩超预期的推动，近期综合营收预期也有所上调。 瑞银重申了对亚马逊的“买入”评级，并将目标价从304美元上调至333美元。
Price: $259.19, Change: $-3.85, Percent Change: -1.46%
Axos Financial (AX) reported fiscal Q3 earnings late Thursday of $1.90 per diluted share, up from $1.81 a year earlier.Analysts polled by FactSet expected $2.13.Revenue in the three months ended March 31 rose to $392.2 million from $308.8 million a year earlier.Analysts surveyed by FactSet expected $372.5 million.Axos shares fell 2.5% in after-hours trading.
Fred L Drake, 10% Owner, Director, Executive Chairman, on April 28, 2026, sold 15,742 shares in HBT Financial (HBT) for $455,416. Following the Form 4 filing with the SEC, Drake has control over a total of 17,270,558 common shares of the company, with 14,343 shares held directly and 17,256,215 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/775215/000178953026000008/xslF345X05/wk-form4_1777581363.xml
Canadian National Railway (CNR.TO, CNI) after the close Thursday said it is reviewing Union Pacific UNP) and Norfolk Southern's (NSC) amended merger application submitted to the Surface Transportation Board (STB) and will remain "actively engaged" in this process.According to a statement, the applicants have failed to "materially improve the amended application" in ways that address the competitive harms of the merger. They have not remedied the "significant competitive harms" posed by the merger, nor have they offered any meaningful competitive enhancements as required under the board's new rules, said CN, adding that "these failures should be fatal to the application"."Given the magnitude of this transaction, the board's authority to impose conditions that protect competition and the public interest must be paramount. If Union Pacific and Norfolk Southern have set a cost cap on the conditions they're willing to accept, that's their business decision and their risk. It is not a ceiling on the board's authority, and it doesn't limit what's required in the public interest," said Olivier Chouc, CN's chief legal officer.CN Rail shares closed up C$4.66 at C$152.57 on Toronto Stock Exchange.