-- Electra Battery Materials (ELBM) 週一宣布，已與加拿大政府簽署了一項具有約束力的投資協議，該協議依據戰略應對基金 (Strategic Response Fund) 提供資金。 這項投資將提供 2,000 萬加元的聯邦資金，用於支持其位於安大略省蒂米斯卡明海岸 (Temiskaming Shores) 的電池級硫酸鈷精煉廠的建設和調試。 該設施預計將於 2027 年第二季完成機械竣工。投產後，精煉廠的初始年產能約為 5,120 噸電池級鈷，並將逐步提高至 6,500 噸。 大部分產品將根據今年稍早宣布的承購協議出售給 LG Energy Solution。該筆資金包括可償還部分和不可償還部分。據該公司稱，可償還部分預計將在專案完成後的一定期限內償還。 Electra Battery Materials 的股價在周一的交易中上漲超過 8%。
Price: $0.64, Change: $+0.05, Percent Change: +8.35%
Fabrinet (FN) reported fiscal Q3 adjusted earnings late Monday of $3.72 per diluted share, up from $2.52 a year earlier.Analysts polled by FactSet expected $3.56.Revenue for the three months ended March 27 was $1.21 billion, up from $871.8 million a year earlier.Analysts surveyed by FactSet expected $1.19 billion.For fiscal Q4, the company expects adjusted EPS of $3.72 to $3.87 on revenue of $1.25 billion to $1.29 billion. Analysts expect EPS of $3.78 on revenue of $1.26 billion.
Robert Edward Moritz Jr., Director, on April 30, 2026, executed a purchase for 1,152 shares in S&P Global (SPGI) for $500,001. Following the Form 4 filing with the SEC, Moritz has control over a total of 1,152 common shares of the company, with 1,152 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/64040/000203383426000014/xslF345X05/wk-form4_1777925959.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Amazon launched Amazon Supply Chain Services on May 4, opening its logistics network to all businesses with comprehensive freight, distribution, fulfillment, and parcel shipping capabilities. Major clients including Procter & Gamble and 3M have signed up, marking Amazon's entry into direct competition with UPS and FedEx as a full-service logistics provider. We believe this threatens the B2B segment where both carriers concentrated growth strategies as refuge from Amazon's residential market share gains. UPS faces compounding volume pressures from deliberately scaling back its Amazon partnership 50% by mid-2026. With costs spread across shrinking volume, UPS needs B2B growth that Amazon now threatens. UPS has historically traded at a 14.9% premium to FDX on average over the past three years, but this relationship inverted in November 2025 to a current 23.5% discount as of May 1, 2026. FDX's premium reflects investor confidence in its B2B positioning, but Amazon's entry challenges this competitive advantage.