-- Wedbush分析師在周四的一份報告中指出，IBM（IBM）憑藉其多元化的產品組合和不斷增長的市場份額，仍然能夠很好地掌握人工智慧需求的浪潮。 分析師表示，IBM第一季的營收和淨利潤均超出預期，並維持了全年營收和自由現金流的預期。 Wedbush指出，IBM在應對宏觀經濟逆風的同時，也面臨軟體服務領域人工智慧應用需求的強勁成長，因此採取了審慎的策略。 分析師將IBM 2026年的調整後每股盈餘預期從12.40美元上調至12.44美元。 FactSet調查的分析師預期為12.41美元。 Wedbush也將IBM 2026年的營收預期從709.5億美元上調至712.1億美元。 FactSet調查的分析師預期為714.1億美元。 分析師維持對該股的「跑贏大盤」評級，但將目標價從 340 美元下調至 320 美元。
Price: $230.57, Change: $-21.30, Percent Change: -8.46%
China Shenhua Energy's (SHA:601088, HKG:1088) attributable net profit fell 11% in the first quarter of 2026 to 11.9 billion yuan from 13.4 billion yuan a year earlier, according to filings on the Shanghai and Hong Kong bourses over the weekend.Earnings per share edged down to 0.591 yuan from 0.673 yuan.Revenue climbed 1.2% to 70.4 billion yuan from 69.6 billion yuan a year prior, which the coal mining company attributed to higher revenue from power sales.
Japanese shares climbed on Monday's opening session, driven by solid corporate earnings from Wall Street, even as peace negotiations between the U.S. and Iran broke down, extending the shutdown of the Strait of Hormuz.The Nikkei rose modestly by 164.5 points, or 0.3%, to start trading day at 59,880.71.Markets are expected to stay tense as several major central banks, including the Bank of Japan, announce their policy decisions starting Tuesday.Although investors broadly anticipate no change in interest rates, traders will watch closely for any signals that officials are worried about inflation risks arising from oil supply disruptions linked to the Iran conflict.
Altair Minerals (ASX:ALR) received a firm commitment from Endeavour Mining's Endeavour Gold subsidiary to raise AU$28.2 million through a placement of 656.3 million shares at AU$0.043 apiece, according to a Monday filing with the Australian bourse.In tranche one, 398 million shares will be issued, while the remaining 258.3 million shares will be issued in tranche two, subject to shareholder approval, the filing said.Proceeds will be used to advance the company's drilling and geochemical programs.Endeavour is expected to become a 9.9% shareholder of the company upon completion of the placement, per the filing.Shares rose 20% in recent Monday trade and earlier reached their highest since June 2012.