-- 週一下午，科技股小幅上漲，道富科技精選行業SPDR ETF (XLK)上漲0.2%，道富SPDR標普半導體ETF (XSD)小幅上漲。 費城半導體指數下跌0.5%。 在產業新聞方面，人工智慧晶片製造商Cerebras Systems計劃啟動其首次公開發行（IPO）的路演，目標是籌集略高於40億美元的資金。 公司新聞方面，根據彭博社報道，微軟(MSFT)支持的OpenAI已從投資者處獲得超過40億美元的資金，用於成立一家價值100億美元的新合資企業，以擴大其人工智慧產品的應用。微軟股價上漲0.1%。 思科系統(CSCO)股價上漲1%，此前該公司週一宣布計畫收購Astrix Security，以增強其自動化代理和非人類身分防禦能力。 Blaize (BZAI) 宣布與 Winmate 簽署戰略合作協議，將其人工智慧晶片整合到國防和關鍵基礎設施系統中，預計第一年業務收入約為 1500 萬美元。 Blaize 股價應聲飆升，漲幅超過 27%。
Related Articles
Australia
Fabrinet Fiscal Q3 Adjusted Earnings, Revenue Rise; Q4 Guidance Set
Fabrinet (FN) reported fiscal Q3 adjusted earnings late Monday of $3.72 per diluted share, up from $2.52 a year earlier.Analysts polled by FactSet expected $3.56.Revenue for the three months ended March 27 was $1.21 billion, up from $871.8 million a year earlier.Analysts surveyed by FactSet expected $1.19 billion.For fiscal Q4, the company expects adjusted EPS of $3.72 to $3.87 on revenue of $1.25 billion to $1.29 billion. Analysts expect EPS of $3.78 on revenue of $1.26 billion.
$FN
Insider Trading
S&P Global Insider Bought Shares Worth $500,001, According to a Recent SEC Filing
Robert Edward Moritz Jr., Director, on April 30, 2026, executed a purchase for 1,152 shares in S&P Global (SPGI) for $500,001. Following the Form 4 filing with the SEC, Moritz has control over a total of 1,152 common shares of the company, with 1,152 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/64040/000203383426000014/xslF345X05/wk-form4_1777925959.xml
$SPGI
Research
Research Alert: Ups And Fedex Face New Amazon Threat In Key B2b Logistics Segment
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Amazon launched Amazon Supply Chain Services on May 4, opening its logistics network to all businesses with comprehensive freight, distribution, fulfillment, and parcel shipping capabilities. Major clients including Procter & Gamble and 3M have signed up, marking Amazon's entry into direct competition with UPS and FedEx as a full-service logistics provider. We believe this threatens the B2B segment where both carriers concentrated growth strategies as refuge from Amazon's residential market share gains. UPS faces compounding volume pressures from deliberately scaling back its Amazon partnership 50% by mid-2026. With costs spread across shrinking volume, UPS needs B2B growth that Amazon now threatens. UPS has historically traded at a 14.9% premium to FDX on average over the past three years, but this relationship inverted in November 2025 to a current 23.5% discount as of May 1, 2026. FDX's premium reflects investor confidence in its B2B positioning, but Amazon's entry challenges this competitive advantage.
$UPS