-- CIBCはマグナ・インターナショナル（MG.TO、MGA）の目標株価を2.00ドル引き下げ、74.00ドルとした。投資判断は「アウトパフォーム」を維持した。 アナリストのタイ・コリンズ氏は、マグナが好調な第1四半期決算を発表し、同社の堅実な経営手腕と規律ある経営方針を改めて証明したと述べている。同氏は、株価の下落反応は市場要因と、通期売上高が4億ドル（1%）減となった以外は基本的に変更のない見通しに関する若干のノイズによるものだと指摘している。 マクロ経済リスク（USMCA、イラン核合意）は依然として存在するものの、コリンズ氏はマグナは潜在的な影響をうまく乗り切れる態勢にあると見ている。 「当社は引き続き、利益率の改善と力強いキャッシュフロー創出への明確な道筋を見ており、大規模な自社株買いは好材料だと考えている。」
Price: $80.50, Change: $-2.18, Percent Change: -2.64%
Kevin Christopher Siebert, Senior Vice President, General Counsel & Secretary, on May 04, 2026, sold 8,255 shares in Viavi Solutions (VIAV) for $445,935. Following the Form 4 filing with the SEC, Siebert has control over a total of 20,129 common shares of the company, with 20,129 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/912093/000091209326000040/xslF345X05/form4.xmlPrice: $53.38, Change: $-1.95, Percent Change: -3.52%
Consumer stocks were lower late Monday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) falling 1.1% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) decreasing 0.8%.In corporate news, Amazon.com (AMZN) has launched Amazon Supply Chain Services, opening its logistics network to businesses, the company said Monday. Amazon shares rose 1.2%, while FedEx (FDX) and United Parcel Service (UPS) each fell 9.8% and 10% respectively.
The US land rig count slides for a second consecutive week, pressured by a pullback in oil-directed drilling, RBC Capital Markets strategists said in a note on Sunday.Total US land rig count fell by six week-on-week to 525, RBC analysts said, citing Baker Hughes. The decline was driven by the oil-directed side of the business, which saw six units sidelined, bringing the total to 389. Gas-oriented activity held steady at 129 rigs.The Permian Basin, the largest US shale region, saw activity edge lower, with the rig count slipping by one to 241. RBC said that the Permian Basin continues to dominate US drilling, accounting for about 62% of oil-directed rigs in the Lower 48 and 47% of total land rigs.The most active drilling companies in the Permian are Helmerich & Payne (HP) with 88 rigs, Patterson-UTI Energy (PTEN) with 32 rigs, and Nabors Industries (NBR) with 29 rigs. Exxon Mobil (XOM) led the operators with 34 rigs, followed by Occidental (OXY) with 20 and ConocoPhillips (COP) with 17.Eagle Ford activity climbed one rig to 43, while the Williston Basin was unchanged at 28. Gas-focused regions showed modest strength, with the Haynesville Shale gaining two rigs to 58, while Appalachian Basin activity held flat at 37.RBC said that private operators continue to play a significant role in key basins, though their share of activity has declined in some areas. Private firms in the Permian accounted for 39% of active rigs, down from 43% a year earlier, while in the Eagle Ford their share fell to 37% from 46%.Private operators, by contrast, still dominate the Haynesville, accounting for about 72% of rigs, unchanged from last year.Price: $124.79, Change: $+1.60, Percent Change: +1.30%