-- 週三下午晚些時候，科技股上漲，其中道富科技精選行業SPDR ETF (XLK)上漲0.5%，道富SPDR標普半導體ETF (XSD)上漲4.4%。 費城半導體指數上漲2.1%。 公司新聞方面，希捷科技 (STX) 股價上漲10%，此前該公司公佈的第三財季盈利和營收均超出預期，並預計第四財季業績也將高於預期。 Spotify Technology (SPOT) 股價上漲2.8%，此前環球音樂集團宣布計劃出售其持有的Spotify一半股份。 Silicon Motion Technology (SIMO) 股價飆升43%，此前該公司公佈的第一財季非GAAP盈利和銷售額大幅增長，超出市場預期。 根據彭博社報道，蘋果 (AAPL) 計劃在即將發布的iOS 27更新中引入新的Siri模式，從而將人工智慧更深入地整合到iPhone的相機應用程式中。蘋果股價下跌0.3%。
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Asia
Super Retail Group Appoints CFO
Super Retail Group (ASX:SUL) appointed Sarah Hunter as chief financial officer, effective June 1, according to a Thursday filing with the Australian bourse.Hunter will succeed David Burns, who will remain CFO until Aug. 28 before retiring in November, per the filing.Hunter most recently served as the managing director of Officeworks, the filing added.
$ASX:SUL
Research
Research Alert: Sba Communications Q1: Millicom Integration Drives Growth & Margin Headwinds
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SBAC reported Q1 revenue of $703M (+5.9% Y/Y), beating consensus estimates by $9M, compared to $664M in Q1 2025. Site leasing revenue rose 6.5% Y/Y to $656M (+4.5% excluding foreign exchange impacts), while site development revenue declined 1.6% to $47M in the quarter. International site leasing revenue surged 32.6% Y/Y (+24.8% ex-FX) to $206M, primarily due to successful Millicom asset integration and expanding Central America build-to-suit tower development activities. Excluding total churn impact, organic leasing revenue growth reached a robust 8.3% Y/Y, with Sprint-related churn at 1.3% and regular churn at 2.7% of revenues. The strong international performance reflects successful integration of recently acquired assets and continued strategic expansion in Central America markets. Overall operational metrics demonstrate solid underlying growth momentum despite ongoing domestic churn headwinds, with international operations providing significant growth acceleration.
$SBAC
Asia
T&G Global Plans Divestment of New Zealand Fresh Produce, Pacific Units
T&G Global (NZE:TGG) said it is in talks to sell its New Zealand fresh produce operations to founder J & P Turner and its Fijian and Pacific businesses to Bidfood to focus on its Apples and VentureFruit platforms, according to a Thursday filing with the New Zealand bourse.The proposed divestments cover T&G Fresh tomato, berry, citrus, and stone fruit growing operations; wholesale networks; and export businesses, per the filing.T&G Global added that it has appointed Goldman Sachs as financial adviser to assess strategic options, including a potential sale of the company, after it was notified of BayWa Global Produce's plan to exit its remaining shareholding.
$NZE:TGG