-- 加拿大皇家銀行資本市場（RBC Capital Markets）週一發布的一份報告指出，由於Inspire V編碼方面的不利因素，Inspire Medical Systems (INSP)下調了2026年營收預期，因此該公司近期和中期的發展趨勢難以預測。 報告稱，此次下調預期反映了Inspire V在編碼和報銷方面面臨的挑戰日益嚴峻，同時WISeR/GLP-1也面臨新的不利因素。 報告指出，這些不利因素與RBC季度醫生日調查的結果相符，該調查強調，多種因素可能會在2026年持續導致Inspire的銷售下降。 報告也指出，這家專注於阻塞性睡眠呼吸中止症的醫療科技公司預計，Inspire V的新CPT編碼要到2028年1月1日才會啟用。 報告指出：「由於缺乏明確的市場前景，我們目前仍持觀望態度。」RBC 維持對INSP的「與產業持平」評級，但將目標股價從56美元下調至45美元。
Price: $45.71, Change: $-9.13, Percent Change: -16.65%
ServiceNow (NOW) said Tuesday it is significantly expanding its partnership with Nvidia (NVDA) to extend agentic artificial intelligence governance from desktops to data centers.This includes the introduction of Project Arc, a new enterprise autonomous desktop agent secured by the Nvidia OpenShell runtime, that will autonomously complete complex work for employees, according to the company.Also, ServiceNow entered an expanded multi-year strategic agreement with Lenovo to allow enterprises to cut costs, increase productivity, improve governance through AI-native workflow automation, according to a statement.ServiceNow and FedEx (FDX) are also expanding their collaboration by embedding trusted logistics intelligence from FedEx Dataworks directly into existing ServiceNow Source-to-Pay journeys, as well as building net-new supply chain management workflows, the company added.Additionally, ServiceNow announced an expansion of its strategic partnership with Microsoft (MSFT) for a deepened product integration between ServiceNow AI Control Tower and Microsoft Agent 365.Price: $91.54, Change: $-0.43, Percent Change: -0.47%
Sterling Infrastructure (STRL) climbed 47% amid heavy trading after the company overnight reported a stronger-than-expected surge in Q1 earnings and sales while guiding sales above market expectations.More than 1.55 million shares of the company traded intraday compared with a daily average of about 510,000.DigitalOcean (DOCN) reported Q1 non-GAAP earnings and sales Tuesday above market expectations. The company also raised its full-year 2026 non-GAAP earnings per share and revenue forecast range, beating expectations.Shares soared 37%, with intraday trading volume of over 9.90 million from a daily average of about 4.34 million.Backblaze (BLZE) reported late Monday a swing to Q1 non-GAAP net income per share amid a jump in sales from a year ago.Shares catapulted 63%, with intraday trading volume at over 31.9 million from a daily average of roughly 824,000.Price: $793.45, Change: $+263.96, Percent Change: +49.85%
EBay's (EBAY) board is meeting this week to review the unsolicited $55.5 billion acquisition offer from GameStop (GME) Chief Executive Ryan Cohen, Semafor reported Tuesday, citing sources familiar with the matter.Cohen failed to convince serious shareholders to back his move during an interview on CNBC on Monday, according to the report.EBay and GameStop did not immediately reply to a request for comment from.(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: $105.62, Change: $-3.71, Percent Change: -3.39%