-- 周二下午晚些时候，科技股下跌，其中道富科技精选行业SPDR ETF (XLK)下跌1.5%，道富SPDR标普半导体ETF (XSD)下跌4.4%。 费城半导体指数下跌3.3%。 公司新闻方面，《华尔街日报》周一晚间援引知情人士消息报道称，OpenAI近期未能实现其新增用户和营收目标。科技巨头英伟达(NVDA)下跌1.2%，博通(AVGO)下跌4.2%，AMD下跌3.1%，甲骨文(ORCL)下跌3.6%，英特尔(INTC)下跌1.4%。 据路透社报道，上周美国商务部致函Lam Research (LRCX)、Applied Materials (AMAT)和KLA (KLAC)等芯片设备公司，要求其停止向中国第二大芯片制造商华虹公司交付某些工具。Lam Research股价下跌3%，Applied Materials下跌5.1%，KLA下跌4.1%。 彭博社周二援引亚马逊网络服务首席执行官马特·加曼在彭博电视台采访中的话报道称，在微软放弃独家转售ChatGPT制造商OpenAI产品的权利后，亚马逊(AMZN)计划向其客户提供OpenAI的人工智能模型。亚马逊股价下跌0.6%，微软股价上涨0.6%。 Spotify Technology (SPOT)公布的第一季度利润超出预期，但其付费用户增长和前景令投资者失望。该股下跌12%。
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Beach Energy Q3 Results and 2026 Production Outlook Disappoint, Says Euroz Hartleys
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Research Alert: Fico Delivers Strong Q2, Raises Guidance Amid News Noise
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:FICO delivered exceptional Q2 FY 26 results with revenue of $692M (+39% Y/Y) beating consensus $627M by 10%, while non-GAAP EPS of $12.50 (+60% Y/Y) crushed consensus $10.97 by 14%. The Scores segment drove performance with $475M revenue (+60% Y/Y) as B2B revenue surged 72% from higher mortgage origination pricing and volumes. This validates FICO's pricing strategy and demonstrates its market dominance in credit decisioning. Software showed encouraging progress with platform ARR accelerating 49% Y/Y and platform dollar-based net retention rates reaching 136%, indicating successful cloud migration. Operating margin expanded 900 bps to 58.2%, demonstrating significant leverage, while FCF surged 227% to $214M. Management raised FY 26 guidance with revenue increasing to $2.45B from $2.35B, and EPS guidance lifted to $40.45 from $38.17, both below consensus. We believe management is balancing confidence in near-term mortgage scoring demand and platform software traction against the new competitive dynamics.
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Research Alert: Southern Copper Q1: Record Results On Surging Metal Prices
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