-- 周一下午晚些时候，科技股下跌，其中道富科技精选行业SPDR ETF (XLK) 小幅走低，道富SPDR标普半导体ETF (XSD) 下跌3.2%。 费城半导体指数下跌1.4%。 公司新闻方面，Northland将AMD的股票评级从“跑赢大盘”下调至“与大盘持平”，AMD股价下跌3.4%。 欧盟委员会周一提出一项措施，要求Alphabet (GOOGL)旗下的谷歌向竞争对手的AI服务开放其安卓生态系统，并根据欧盟《数字市场法》启动了公众咨询。Alphabet股价上涨2.1%。 微软(MSFT)和OpenAI修改了双方的合作关系，根据修改后的协议，微软将不再向ChatGPT开发商OpenAI支付收入分成。Wedbush Securities认为，这一进展对微软来说总体上是利好消息。微软股价上涨0.3%。 据媒体周一援引中国国家发展和改革委员会的消息报道，Meta Platforms (META) 以 20 亿美元收购人工智能初创公司 Manus 的交易遭到该委员会否决。Meta 股价上涨 0.6%。
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Research
Research Alert: CFRA Retains Buy Opinion On Shares Of Waste Connections Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We update our 12-month target to CAD272 from CAD293, valuing shares with a multiple that is more in line with peers: 14.2x our estimated 2027 EBITDA outlook. We have maintained our 2026 and 2027 EPS forecasts at USD5.72 and USD6.49, respectively. WCN delivered strong Q1 results that exceeded expectations and aligned with our Buy thesis on shares. WCN's secondary market positioning, exposure to specialized waste streams, and focus on quality contracts is enabling solid waste pricing that is supporting both top- and bottom-line expansion. Solid waste core pricing of 6% supported growth, while the company strategically shed lower-margin volumes (down 1.5%), prioritizing profitability over volume - a trend we view favorably across the waste industry. Coupled with a more attractive valuation following a 17% one-year decline, we see upside in shares amid potential commodity price improvements, accretive M&A, and AI investments for operational benefits.
$WCN
Research
Research Alert: CFRA Retains Buy Opinion On Shares Of Waste Connections Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We update our 12-month target to $200 from $215, valuing shares with a multiple that is more in line with peers: 14.2x our estimated 2027 EBITDA outlook. We have maintained our 2026 and 2027 EPS forecasts at $5.72 and $6.49, respectively. WCN delivered strong Q1 results that exceeded expectations and aligned with our Buy thesis on shares. WCN's secondary market positioning, exposure to specialized waste streams, and focus on quality contracts is enabling solid waste pricing that is supporting both top- and bottom-line expansion. Solid waste core pricing of 6% supported growth, while the company strategically shed lower-margin volumes (down 1.5%), prioritizing profitability over volume - a trend we view favorably across the waste industry. Coupled with a more attractive valuation following a 17% one-year decline, we see upside in shares amid potential commodity price improvements, accretive M&A, and AI investments for operational benefits.
$WCN
Asia
Resolute Mining Confirms Mali Gold Mine Operating Without Interruption
Resolute Mining (ASX:RSG) confirmed that its Syama gold mine, located in southern Mali in the Sikasso region, continues to operate without interruption after recent reports regarding security incidents and unrest in Bamako and four other cities in central and northern parts of Mali, according to a Tuesday Australian bourse filing.There was no impact on the safety of personnel, supply chains, or production at this stage.The firm remains in regular contact with local authorities, security advisors, and in-country teams, and established security and travel protocols are in place, it added.
$ASX:RSG