-- 周一下午晚些时候，金融股走低，纽约证券交易所金融指数下跌1%，道富金融精选行业SPDR ETF（XLF）下跌0.7%。 费城住房指数下跌3.2%，道富房地产精选行业SPDR ETF（XLRE）下跌0.8%。 比特币（BTC-USD）上涨1.7%至79,950美元，10年期美国国债收益率上涨6.8个基点至4.45%。 企业新闻方面，据彭博社报道，由高盛资产管理公司支持的博伊德公司（Boyd）在将其液冷业务出售给伊顿公司（ETN）后，正提供一笔大幅折扣贷款以进行资本结构再融资。高盛股价下跌2.2%。
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Research
Research Alert: Wmb: A Q1 Beat, But High Growth Capex Spending
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Williams delivered solid Q1 results, with adjusted EPS of $0.73 beating estimates of $0.62 and rising 22% Y/Y. Adjusted EBITDA increased 13% to $2.25B due to Transco expansion projects, higher Gulf volumes from new developments, and elevated storage revenues during winter storms. The natural gas-focused midstream operator benefits from strategic positioning in LNG infrastructure and data center demand, securing major customer agreements including the $2.3B Neo power project and Atlas data center infrastructure. Management raised 2026 growth capex guidance to $7.0B-$7.6B from prior $6.1B-$6.7B range, while maintaining 2026 adjusted EBITDA guidance of $8.05B-$8.35B with expectations in the upper half. We believe the aggressive growth strategy positions WMB well for secular demand trends, though elevated capex of $1.64B in Q1 versus $0.67B prior year reflects the substantial investment required for expansion initiatives across Transco and data center projects.
$WMB
Research
Research Alert: CFRA Maintains Hold Rating On Shares Of Generac Holdings Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Generac reported strong Q1 results with net sales rising 12% Y/Y to $1.06B, driven by a 28% surge in its Commercial & Industrial segment, fueled by accelerating data center demand, while Residential sales grew just 1% as higher pricing on home standby generators was offset by lower volumes. Adjusted EBITDA margin expanded significantly to 18.3% from 15.9%, reflecting strong operating leverage on higher C&I volumes and substantial cost savings within the reorganized Residential business. We view the robust C&I momentum and expanding backlog as key catalysts supporting our positive investment thesis. Management raised full-year guidance, buoyed by the Q1 outperformance and rapidly growing C&I backlog. We lift our 12-month target to $275 from $235, valuing shares at 25.7x our revised 2027 EPS outlook of $10.70 (up from $10.42), near GNRC's five-year forward multiple average but below electrical equipment peers given earnings volatility. We also raise our 2026 EPS forecast to $8.56 from $8.10.
$GNRC
Insider Trading
Live Oak Bancshares Insider Sold Shares Worth $2,837,100, According to a Recent SEC Filing
Renato Derraik, Chief Information & Digital Officer, Live Oak Bank, on April 30, 2026, sold 75,000 shares in Live Oak Bancshares (LOB) for $2,837,100. Following the Form 4 filing with the SEC, Derraik has control over a total of 4,243 voting common shares of the company, with 4,243 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1462120/000186409826000010/xslF345X05/wk-form4_1777931933.xml
$LOB