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SMFG News
SMFG Events
Major Averages Broadly Higher, Nasdaq Up 1%
The major averages were broadly higher near noon as oil pulls back, though the ceasefire between the U.S. and Iran continues to be fragile amid new attacks in the Strait of Hormuz. However, U.S. Defense Secretary Pete Hegseth said the ceasefire "certainly holds" and claimed that two U.S. commercial ships have already "safely transited the strait, showing the lane is clear."Meanwhile, earnings remain strong and AI capital expenditures continue to act as a structural tailwind. There is persistent capital flow into semis and hyperscalers, with expectations for massive multi-year spend cycles anchoring estimates higher. Under the surface, dispersion remains high. Strong prints are still being rewarded while weaker forward visibility is getting punished.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Palantirprovided areport for Q1PayPalreportedand provided its outlook for Q2 and FY26Coinbaseannounced plans to, or 700 employeesPfizerreported better-than-expected Q1 results and reiterated its FY26 guidancePinterestreportedand provided Q2 revenue guidance2. WALL STREET CALLS:Ulta Beautyto Buy at BofA on improved earnings flywheelRobloxto Neutral at Piper Sandler on lack of visibilityArgusChipotleto Buy, expects comp growth to accelerateStephensRepay Holdings, sees "two binary outcomes"Tractor Supplyto Neutral at Piper Sandler3. AROUND THE WEB:Nissanis planning to cut roughly 10% of its European workforce and consolidate production lines at its Sunderland Plant as part of a broader restructuring effort, while exploring partnerships such as with Chery to utilize excess capacity and improve financial performance, FT saysBerkshirehas selected Gen Re chairman Charlie Shamieh to succeed Ajit Jain, Vice Chairman of Insurance Operations, when Jain decides to retire, Bloomberg reportsAppleis planning to release a new "Create a Pass' feature for its next iPhone software update, which will allow users to build and customize their digital tickets and gift cards in the Wallet app, Bloomberg saysTeslaCEO Elon Musk has indicated the European Union will soon green-light the company's "Full Self-Driving" system, but emails from European regulators show skepticism to the technology and its safety benefits, Reuters reportsMajor lenders including JPMorgan, Morgan Stanley, and Sumitomo Mitsuiare seeking to offload portions of growing AI-driven data center debt exposure-linked to heavy borrowing by companies like Oracleand CoreWeave, FT reports4. MOVERS:Backblazehigher afterand raising its guidance for FY26EverQuote, Digital Oceanand BRC Inc.increase afterDigi Power Xgains afterwith Cerebras SystemsGeneDxlower afterand lowered its guidance for FY26BellRing Brandsand Adtranfalls after5. EARNINGS/GUIDANCE:Portillo'swith EPS and revenue missing consensusIPG Photonicsand provided guidance for Q2, with CEO Mark Gitin commenting, "I am pleased to share that first-quarter revenue came in above our expectations"Neuroneticsand backed its guidance for FY26Surgery Partnersand backed its guidance for FY26, with CEO Eric Evans commenting, "We are encouraged by our solid start to 2026"Expeditors, with EPS and revenue beating consensusINDEXES:Near midday, the Dow was up 0.49%, or 239.72, to 49,181.62, the Nasdaq was up 1.00%, or 249.79, to 25,317.59, and the S&P 500 was up 0.74%, or 53.38, to 7,254.13.
SMBC Americas Launches Cash Management and Payments Services
SMBC Americas announced the launch of cash management and payments capabilities as part of SMBC Connect, a new brand designed to support the payment and liquidity management needs of global clients. The offering aims to enhance control, transparency, and efficiency in clients' operations. Available to U.S. clients today, SMBC Connect includes an online banking portal and will progressively roll out additional services across North America.
Dow Jones Up 0.31% to 46,350.65 Points
The major averages were mixed near noon, with the Dow and S&P 500 inching higher following yestereday's gains. The bounce yesterday was driven by headlines suggesting a de-escalation with Iran, but that narrative is already fraying. Oil has turned higher again, climbing back above $90 for the WTI benchmark as optimism fades and the reality of disrupted supply through the Strait of Hormuz reasserts itself.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Estee Lauderconfirmed it iswith Puig BrandsSmithfield Foodsreportedand provided FY26 revenue guidanceNetgearsurged following reports that the FCC hasSumitomo Mitsuiis considering a potential takeover of Jefferies,Ares Managementsaid it isin the Ares Strategic Income fund2. WALL STREET CALLS:UBSJFrogto Buy after 30% AI-driven selloffCoreWeaveat Buy at BofACitiRalph Laurento Buy on post-selloff opportunityJPMorganXencoron a lack of "needle-moving" catalystsUltragenyxto Neutral from Buy at Goldman Sachs3. AROUND THE WEB:Microsoft (MSFT) to rent data center project in Texas dropped by Oracle, Bloomberg saysSouth Korean AI startup Upstage is in talks to acquire 10K AMDMI355 chips, in a bid to "diversify to other chips" as "we have a lot of Nvidiachips," Bloomberg reportsPalantirhas been awarded a three-month contract by the UK's Financial Conduct Authority to analyze sensitive internal data in an effort to combat financial crime, sparking concerns about the U.S. firm's expanding role in the British state, The Guardian saysNintendohas cut back on the production of the Switch 2 after lower-than-expected demand for the $450 gaming console during the year-end holiday season, Bloomberg reportsGooglehas signed agreements with five U.S. electric utilities to curtail its electricity use during peak demand, Reuters says4. MOVERS:Applied Optoelectronicsincreases after receiving afrom a hyperscale customerSM Energygains after Truistof the stock with a Buy ratingHesaislips afterand providing guidance for Q1ImmunityBiolower after the FDA sent arelated to the promotion of AnktivaOcugenfalls after announcingfrom its ArMaDa trial of OCU4105. EARNINGS/GUIDANCE:Core & Mainand provided guidance for Q1 and FY26, with CEO Mark Witkowski commenting, "Fiscal 2025 marked our 16th consecutive year of sales growth"Concentrix, with EPS missing consensusAchieve Life Sciences, with EPS in-line with consensusCore LaboratoriesNeurogene, with EPS higher year-over-yearINDEXES:Near midday, the Dow was up 0.31%, or 142.18, to 46,350.65, the Nasdaq was down 0.27%, or 59.83, to 21,886.93, and the S&P 500 was up 0.13%, or 8.57, to 6,589.57.
Fiserv Partners with Sumitomo Mitsui Card Company
Fiserv (FISV) announced a strategic partnership with Sumitomo Mitsui Card Company (SMFG) to bring Fiserv's Clover suite of products to the country. This collaboration will bring an integrated payments and business management platform to millions of retail, food & beverage and professional service small businesses in Japan, driving digital transformation, improving operational efficiency, and accelerating adoption of cashless payments. Expected to launch in late 2026, the Clover suite of products will be tailored to Japan's unique business environment and support the country's national objective of increasing cashless payments to 65% by 2030. The platform will offer multistore support, smartphone-based operations, and centralized management tools.
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