-- 周一下午晚些时候，金融股普遍上涨，纽约证券交易所金融指数上涨0.6%，道富金融精选行业SPDR ETF（XLF）上涨0.8%。 费城住房指数上涨0.4%，道富房地产精选行业SPDR ETF（XLRE）下跌0.8%。 比特币（BTC-USD）下跌2.6%至76,605美元，10年期美国国债收益率上升2.6个基点至4.336%。 企业新闻方面，据彭博社报道，Blue Owl Capital（OWL）旗下商业发展公司的投资者向博阿兹·温斯坦的Saba Capital Management和Cox Capital Partners提交了不到1%的股份，这两家公司此前曾提出以大幅折扣收购这些股份。Blue Owl Capital股价下跌2.8%。
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Ora Banda Mining Appoints Chair-elect
Ora Banda Mining (ASX:OBM) has appointed John Richards as chair-elect, with plans for him to assume the role following the retirement of current Chair Peter Mansell at the company's annual general meeting in November, according to a Tuesday filing with the Australian bourse.Richards is currently non-executive chair of Sandfire Resources (ASX:SFR) and lead independent non-executive director of Sheffield Resources (ASX:SFX), the filing added.
$ASX:OBM$ASX:SFR$ASX:SFX
Research
Research Alert: Universal Health Services: Q1 Eps Tops Estimates
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:UHS delivered solid Q1 results, with adjusted EPS of $5.62 (up 16.1% Y/Y), $0.16 above consensus, while revenue grew 9.6% to $4.495B due to higher prices despite modest patient volumes. Same-facility acute care revenue increased 8.2% on flat adjusted admissions but 6.3% growth in revenue per admission, while behavioral health saw 1.2% admission growth and 7.3% revenue growth. We think the $835M Talkspace acquisition may expand UHS's virtual behavioral health capabilities and broaden payor mix. Management expects the deal to close in Q3. Operating cash flow improved 11.7% to $402M, and UHS repurchased $127.3M in stock, though adjusted EBITDA margin compressed 20 bps to 14.4% on higher operating expenses. We think behavioral health staffing challenges persist but expect the Talkspace integration to create growth opportunities.
$UHS
Research
Research Alert: Cls Q1: Blistering Fy 26 Guidance And Cpo Win Tempered By Capital Demands
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Q1 revenues of $4.05B (+53%) and adjusted EPS of $2.16 (+80%) both exceeded guidance on accelerating hyperscaler demand. Adjusted operating margin reached a record 8.0%, due to higher-value CCS offerings, which grew 76% to $3.24B, with segment margin expanding to 8.6%. The company secured a new CPO switch program with a hyperscaler customer expected to ramp in 2027, and we expect more color tomorrow. Management raised 2026 guidance to $19.0B revenue (from $17.0B) and $10.15 adjusted EPS (from $8.75), representing over $6.5B in revenue growth. Stronger growth is anticipated for 2027 based on improved customer visibility and new program wins. The company enlarged its balance sheet by upsizing its credit facility to $2.5B, with revolver capacity increased to $1.75B. FCF of $137.9M remained robust despite elevated capex of $218.4M to support capacity expansion. Share buybacks slowing, FCF guidance lagging, and a +50% month may be contributing to the after-hours selloff.
$CLS