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The shape-shifting artificial intelligence trade and the ongoing conflict in the Middle East dominated conversations in a week that saw strong earnings results. The Opening Trade spoke with leading market voices and company executives to get their take.

ChinaAMC CEO Yimei Li says technology upgrades and semiconductors are driving market momentum in China, supporting strong performance in the firm's ETF products. She also outlines plans for tokenization growth in an exclusive interview on Bloomberg's ETF IQ Asia.

Beijing faces mounting anxiety over the unresolved Iran conflict ahead of a critical Trump-Xi summit. Bloomberg's Rebecca Choong Wilkins reports on what's at stake and how the leaders may use their rapport to navigate geopolitical storms.

Koppers Holdings (NYSE:KOP) reported first-quarter revenue that reached $455.3 million as the company moves to streamline its manufacturing footprint and navigate volatile energy costs.

Artiva Biotherapeutics (NASDAQ:ARTV) has reached a pivotal regulatory milestone, securing FDA alignment for a single Phase 3 registrational trial of its lead candidate, AlloNK, following positive initial data in refractory rheumatoid arthritis (RA).

TeraWulf (NASDAQ:WULF) reported first-quarter 2026 financial results on Friday, highlighting a significant strategic shift toward high-performance computing (HPC) and the acquisition of substantial new power capacity.

Starwood Property Trust (NYSE:STWD) demonstrated a significant uptick in investment activity during the first quarter of 2026, leveraging its scale to deploy billions into high-yielding credit and infrastructure assets.

Creative Media & Community Trust (NASDAQ:CMCT) reported operating results for the first quarter of 2026, characterized by a dual focus on operational improvement in residential assets and a sweeping overhaul of its capital structure.

Enbridge (NYSE:ENB) maintained its steady financial trajectory in the first quarter of 2026, delivering results that aligned with its long-term growth outlook.

Calumet (NASDAQ:CLMT) reported a first-quarter 2026 net loss of $317 million, or $3.64 per share, as the company navigated a period of heavy maintenance and non-cash accounting volatility.

Burford Capital (NYSE:BUR) released its unaudited first-quarter 2026 financial results on May 8, 2026, characterized by a stark contrast between non-cash accounting charges and a record level of balance sheet liquidity.

Construction Partners (NASDAQ:ROAD) reported explosive growth for its fiscal second quarter of 2026, benefiting from a robust infrastructure environment in the Southeastern United States and improved operational execution.