-- GlobalFoundries (GFS) 周一宣布推出其 Scale LE 光模块，用于共封装光学器件，以支持先进的人工智能数据中心。 该公司表示，该新平台是首个符合现代扩展架构所需的光计算互连多源协议 (OCIA) 标准的平台。 GlobalFoundries 表示，与传统的铜缆布线相比，该硅光子技术利用光纤进行双向数据传输，从而提高带宽密度和系统可扩展性。 周一盘前交易中，该公司股价上涨超过 6%。
Price: $69.00, Change: $+4.09, Percent Change: +6.30%
Philip Ryan Jurkovic, Senior Vice President and Chief Human Resources Officer, on May 01, 2026, sold 48,784 shares in Constellium Se (CSTM) for $1,561,576. Following the Form 4 filing with the SEC, Jurkovic has control over a total of 172,149 ordinary shares of the company, with 172,149 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1563411/000156341126000161/xslF345X05/wk-form4_1777907585.xmlPrice: $31.44, Change: $-0.57, Percent Change: -1.78%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $7 to $508, on an EV/EBITDA of 18.5x our FY 28 (June) EBITDA estimate, in line with CRS's average forward EV/EBITDA during the trailing 12 months of 18.6x. We raise our EPS estimates: FY 26 by $0.07 to $10.64, FY 27 by $0.62 to $13.84 and FY 28 by $0.08 to $16.60. CRS remains exceptionally well-positioned as the aerospace cycle accelerates, with structural demand inflecting and engine orders surging amid tightening nickel-based superalloy supply. We expect sustained pricing power and further margin expansion as SAO segment profitability targets 40%+ longer-term. The $400M brownfield expansion adds only modest capacity versus industry deficits, preserving favorable supply-demand dynamics through FY 28+. However, shares now trade well above historical EV/EBITDA multiples, prompting our downgrade despite strong fundamentals. After the 112% increase in share price in the last year, we think CRS is baking in most of the positive fundamentals, leaving less potential upside.
Venezuela's $100 billion grid rebuild push faces setbacks as firms question payments, with under 13,000 megawatts available from a capacity of 36,000 MW, Reuters reported Monday, citing two sources involved in talks.Executives from Siemens Energy and GE Vernova (GEV) raised payment concerns during April meetings in Caracas, prompting financiers to be cautious about supporting grid upgrades.Those concerns weakened confidence in Venezuela's effort to revive infrastructure under a $100 billion reconstruction plan backed by Washington.Interim President Delcy Rodriguez is prioritizing reliable electricity after taking office in January, but the government has not secured firm payment guarantees for contractors.An executive who attended the Caracas meeting said a decade of neglected plants created massive repair needs, while authorities still lack a clear payment mechanism for suppliers.Available generation remains below 40%, driving repeated outages and restricting industrial output nationwide, according to the report.Thermal plant expansion through 2013 under Hugo Chavez left billions of dollars unpaid to contractors, many of whom authorities are now urging to return.Unclear project priorities, equipment needs, and approval requirements from both Washington and Caracas continue to delay investment decisions, the report added, citing the sources.Venezuela operates less than 13,000 MW from a total installed capacity of 36,000 MW, with fuel-based plants accounting for about 2,500 MW, or roughly 13% of capacity.Rodriguez is targeting repairs at two major thermal plants in early phases, though officials have yet to outline a broader recovery strategy.Multinational companies remain cautious about returning to Venezuela after past disputes during the Hugo Chavez era, when unpaid contracts eroded trust and discouraged future engagement.Several firms that did not receive cash payments pursued arbitration or filed legal claims abroad after accepting promissory notes, which they later sold at steep discounts.Rodriguez's government turned down a proposal from foreign firms that requested upfront payments for repairs and spare parts, while some financiers proposed routing payments through US Treasury-supervised oil revenue accounts, the report added, citing sources.has reached out to Siemens Energy, GE Vernova and PDVSA for any comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $1081.26, Change: $+18.31, Percent Change: +1.72%