President Trump is trying to drum up business for Tesla, and other American companies, in China this week.

Tower Semiconductor press release ( TSEM ): Q1 Non-GAAP EPS of $0.57 beats by $0.01 . Revenue of $414M (+15.6% Y/Y) beats by $3.02M . Cash from operating activities, excluding the increase in customer prepayments, was $225 million for the first quarter of 2026 and investments in property and equipment, net, were $156 million. Business Outlook The company guides revenue for the second quarter of 2026 to be $455 million vs. consensus of $436.38M , a company record, with an upward or downward range of 5%, reflecting revenue increase of 22% year-over-year and 10% quarter-over-quarter. Company targets sequential quarter-over-quarter revenue and margin growth throughout 2026. More on Tower Semiconductor Tower Semiconductor: Pure-Play Israeli Foundry In A Boom Cycle Tower Semiconductor: Buy The Story, Respect The Risks Tower Semiconductor: The Hidden AI Photonics Winner Tower Semiconductor Q1 2026 Earnings Preview Tower Semiconductor initiated with bullish views at GF Securities

IBASE Releases ES1002 Edge AI Server Powered by AMD EPYC Embedded 8004 TechPowerUp

恒瑞医药(01276.HK)：三款创新药获临床试验批准，涉及SHR-3821、阿得贝利单抗联合方案 FX168

恒瑞医药(01276.HK)：三款创新药获临床试验批准，涉及SHR-3821、阿得贝利单抗联合方案 FX168

Getty Images One of my better calls over the last few years now has been Google parent Alphabet ( GOOG ) ( GOOGL ). Since I last reaffirmed the company as a ‘buy’ candidate in an article published in February wherein I discussed the value of YouTube as a standalone property, the stock has risen 9.7%. That's more than double the 4% increase that the S&P 500 saw over the same window of time. And since I originally came out as bullish about the company in June of 2023, shares have risen 217.4%. The market, meanwhile, has risen only 67.2%. This monumental appreciation has come as revenue, profits, and cash flows, have all risen materially higher. And on top of this, it's likely that further growth will be on the horizon as management invests heavily in growth opportunities. The future for the company looks solid, and even though the stock is getting quite lofty, I don't think it's time to downgrade it just yet. Having said that, I do think we are getting close. If we see another 10% increase, for instance, I very likely will downgrade it to a ‘hold’. But for now, sticking with it as a very soft ‘buy’ makes the most sense. Searching for value Author - SEC EDGAR Data Fundamentally speaking, things have been going very well for Alphabet. Take the most recent data provided by management as an example. This is data covering the first quarter of the 2026 fiscal year for the business. According to management, revenue came in at $109.90 billion. That represents an increase over the $90.23 billion that the business reported just one year earlier. And as revenue expanded, profitability moved higher. Net income soared from $34.54 billion to $62.58 billion. We also saw operating cash flow jump from $36.15 billion to $45.79 billion. If we strip out changes in working capital, we would get a rise from $33.91 billion to $47.19 billion. And finally, EBITDA for the company expanded from $35.09 billion to $46.18 billion. Author - SEC EDGAR Data The chart above shows financial performance...

DNY59/iStock via Getty Images Equity markets are near all-time highs. Implied volatility is near multi-year lows. For most investors, that's reassuring. Nancy Davis, portfolio manager for The Quadratic Interest Rate Volatility and Inflation Hedge ETF, thinks it's a reason to pay closer attention. In a recent CNBC interview, Nancy made the case for why cheap volatility is a potential opportunity. Interest rate volatility has fallen approximately 50% since the Silicon Valley Bank crisis in 2023 1 , and when options are this cheap, she argued, the cost of adding volatility exposure is too low to ignore. When implied volatility is low, investors may consider adding a volatility ETF, such as the Quadratic Interest Rate Volatility and Inflation Hedge ETF ( IVOL ), to their portfolio. The Hidden Short in Your Bond Portfolio Most investors think of bonds as the "safe" part of their portfolio. But there's a structural feature in some of the most widely held fixed income benchmarks worth understanding. The Bloomberg U.S. Aggregate Bond Index (“The Agg”) is composed of approximately 35% mortgage-backed securities and callable corporate bonds. Because homeowners hold the right to refinance and corporations hold the right to call their debt, investors who own those bonds are effectively short interest rate options. That embedded short volatility, known as prepayment risk, means that when rates become more volatile, bondholders may end up paying the price. In other words, the index many investors rely on for stability is, by construction, a short volatility position. IVOL is designed to sit on the other side of that trade, providing long volatility exposure to potentially offset this structural risk. That dynamic is always present, but today's environment may make it both more meaningful to address and more affordable to do so. Why a Volatility ETF Stands Out Right Now Interest rate volatility is cheap by historical measures. The MOVE Index, which measures implied volatility in U...

Getty Images One of my better calls over the last few years now has been Google parent Alphabet Inc. ( GOOG , GOOGL ). Since I last reaffirmed the company as a ‘buy’ candidate in an article published in February, wherein I discussed the value of YouTube as a standalone property, the stock has risen 9.7%. That's more than double the 4% increase that the S&P 500 saw over the same window of time. And since I originally came out as bullish about the company in June of 2023, shares have risen 217.4%. The market, meanwhile, has risen only 67.2%. This monumental appreciation has come as revenue, profits, and cash flows have all risen materially higher. And on top of this, it's likely that further growth will be on the horizon as management invests heavily in growth opportunities. The future for the company looks solid, and even though the stock is getting quite lofty, I don't think it's time to downgrade it just yet. Having said that, I do think we are getting close. If we see another 10% increase, for instance, I very likely will downgrade it to a 'Hold.' But for now, sticking with it as a very soft ‘Buy’ makes the most sense. Searching for value Author - SEC EDGAR Data Fundamentally speaking, things have been going very well for Alphabet. Take the most recent data provided by management as an example. This is data covering the first quarter of the 2026 fiscal year for the business. According to management, revenue came in at $109.90 billion. That represents an increase over the $90.23 billion that the business reported just one year earlier. And as revenue expanded, profitability moved higher. Net income soared from $34.54 billion to $62.58 billion. We also saw operating cash flow jump from $36.15 billion to $45.79 billion. If we strip out changes in working capital, we would get a rise from $33.91 billion to $47.19 billion. And finally, EBITDA for the company expanded from $35.09 billion to $46.18 billion. Author - SEC EDGAR Data The chart above shows financial performa...

5月13日，阿里巴巴发布 2026年三月底止季度业绩及2026财务年度业绩 公告。 财务年度业绩方面 ，阿里巴巴2026财年全年收入为10236.70亿元（人民币，下同），同比增长3%。若不考虑高鑫零售和银泰的已处置业务收入，同口径收入同比增长为11%。全年经营利润为501.50亿元，同比下降64%。归属于普通股股东的净利润为1059.04亿元。净利润为1021.27亿元，同比下降19%。 季度业绩方面， 截至2026年3月31日止三个月（即2026财年第四季度），阿里巴巴收入为2433.80亿元，同比增长3%。该季度经营亏损为8.48亿元，而2025年同期为经营利润284.65亿元。 分业务看，一季度阿里巴巴淘天集团收入1222.20亿元，同比增长6%；阿里国际数字商业集团收入354.29亿元，同比增长6%。 值得一提的是，一季度，阿里巴巴云智能集团收入416.26亿元，同比增长38%，其中外部商业化收入增速提升至40%；AI相关产品收入达89.71亿元，连续第十一个季度实现三位数同比增长，年化经常性收入（ARR）突破358亿元。 截至北京时间5月13日18：15，阿里巴巴美股盘前跌超1%。 责任编辑：刘万里 SF014

财联社5月13日讯（编辑 赵昊） 当地时间周三（5月13日），美国防务科技初创公司Anduril Industries（安杜里尔工业）宣布完成了50亿美元的H轮融资。 Anduril在官网写道，本轮融资由知名风投Thrive Capital和Andreessen Horowitz领投，公司估值达到610亿美元。在去年6月的上一轮融资中，这一数字仅略高于300亿美元。 Anduril联合创始人兼首席执行官Brian Schimpf写道，2017年创立Anduril时，防务领域并未吸引到大量风险投资，“但在过去几年中，情况发生了显著变化。” 近年来，Palantir、Anduril等“新军工”逐步打破雷神、洛马等传统军工巨头垄断美国军方订单的格局，其中由彼得·蒂尔（Peter Thiel）创立的Palantir获得了华尔街的重点关注。 值得一提的是，Anduril与彼得·蒂尔有着千丝万缕的联系。蒂尔领导成立的风险投资基金“创始人基金”（Founders Fund）是Anduril的种子轮投资者，并参与了后续多轮融资。 Anduril以为美国海关与边境保护局（CBP）提供无人机和监控塔而闻名。过去一年，公司员工规模和营收几乎翻倍，2025年营收达到22亿美元。 目前，Anduril已经获得五角大楼在内的多个合同，并正大举扩张产能，包括其位于俄亥俄州的Arsenal-1工厂，公司计划在那里大规模生产无人机及其他武器系统。 两年前，Anduril还入选美国空军“协同作战飞机”项目，负责研发可与有人驾驶战机协同作战的无人机系统，击败了包括波音和洛马在内的传统军工承包商。 今年3月，Anduril又赢得了一份重要政府合同：未来10年总价值最高可达200亿美元的美国陆军项目。根据协议，公司将把其AI驱动的Lattice指挥控制软件及相关硬件整合为“可直接执行任务”的作战系统。 Anduril的高速成长，凸显出风险投资行业对防务领域态度的巨大转变。随着全球地缘政治紧张局势升温，各国军费支出持续增加，越来越多资本开始涌入防务科技。 Anduril的Schimpf表示，新一轮融资将帮助公司“继续大举投资制造能力、研发以及基础设施，从而能够大规模建造并部署先进防御系统”。 Schimpf还在最新的声明中附上了其年初写给投资人的信件。他在信中警告称，世界已经进入“新的冷战时期”。

Revenues Grew 20%, GAAP Operating Income Increased to $4.4 Million, Adjusted EBITDA Doubled to $15.1 Million Reiterates Guidance for 2026

格隆汇5月13日｜众生药业(002317.SZ)公告称，公司控股子公司众生睿创研发的昂拉地韦颗粒(用于治疗2～11岁儿童单纯性甲型流感)新药上市申请已获国家药监局受理。该药品为儿童及吞咽困难患者设计，III期临床试验显示积极疗效和良好安全性。但新药上市申请尚需审评、审批，存在不确定性。

Kamada press release ( KMDA ): Q1 GAAP EPS of $0.07 misses by $0.05 . Revenue of $45.2M (+2.7% Y/Y) misses by $3.19M . Company Affirms 2026 Annual Guidance of $200 Million – $205 Million in Revenues and $50 Million – $53 Million of Adjusted EBITDA, Representing Annual Double-Digit Organic Profitable Growth Q1-2026 Results Impacted by Temporary Shipment Delay of a Single Order, Subsequently Delivered during April Company Continues to Evaluate Near-Term Business Development and M&A Transactions to Further Enhance Long-Term Profitable Growth More on Kamada Kamada: From Buy To Hold After 22.4% Surge (Rating Downgrade) Kamada's Pipeline And Biosimilars Set Stage For Future Earnings Expansion Kamada Ltd. (KMDA) Q4 2025 Earnings Call Transcript Kamada Q1 2026 Earnings Preview Kamada’s plasma center gets FDA nod, targets EMA approval next

格隆汇5月13日｜据央视，英国国会开幕大典13日举行，英国国王查尔斯三世发表致辞，公布政府未来一年的立法与施政重点。查尔斯三世在讲话中表示，当前世界正处于一个“危险且动荡”的时期，他重点提及了中东地区冲突的持续升级。他称，英国政府将从长期角度，保障英国“能源安全、国防安全和经济安全”。他还表示，改善贸易关系“至关重要”，英国政府将推动相关立法，以把握新的经济机遇，其中包括一项旨在加强英国与欧盟关系的法案。此外，查尔斯三世称，英国政府将支持控制生活成本的相关措施，并加大对基础设施和公共服务的投入。

格隆汇5月13日｜Nebius盘前拉升涨超9%，公司第一季度营收3.99亿美元，同比增长684%，预期为3.714亿美元。

当地时间13日，英国国会开幕大典举行，英国国王查尔斯三世发表致辞，公布政府未来一年的立法与施政重点。查尔斯三世在讲话中表示，当前世界正处于一个“危险且动荡”的时期，他重点提及了中东地区冲突的持续升级。他称，英国政府将从长期角度，保障英国“能源安全、国防安全和经济安全”。他还表示，改善贸易关系“至关重要”，英国政府将推动相关立法，以把握新的经济机遇，其中包括一项旨在加强英国与欧盟关系的法案。此外，查尔斯三世称，英国政府将支持控制生活成本的相关措施，并加大对基础设施和公共服务的投入。(央视新闻)

New York Times (NYSE:NYT) reported a strong start to 2026, with executives pointing to continued digital subscription growth, a sharp increase in digital advertising revenue and ongoing investment in video journalism as key themes from the company’s first-quarter earnings call. President and Chief

格隆汇5月13日｜和顺科技(301237.SZ)公告称，公司控股子公司和兴碳纤维投资的年产350吨M级碳纤维项目已完成全生产流程试生产，HM46J级碳纤维产品试生产成功，性能指标达国际先进标准，具备批量生产能力。

The Pentagon is getting serious about building hypersonic missiles. That's good news for Rocket Lab (NASDAQ: RKLB) -- which just a couple of months ago inked its biggest-ever contract (at the time) to perform 20 hypersonic test flights over the next four years. It could also be good news for defense tech unicorn company Anduril Industries, because Anduril just hired Rocket Lab to help it out with hypersonics, too. Image source: Getty Images. Continue reading

Good morning . Nvidia’s CEO heads to Beijing, lifting tech stocks. Global oil inventories tighten as the war with Iran drags on. And Christmas is shaping up to be more expensive. Listen to the day’s top stories . — Marc Perrier Market Snapshot S&P 500 Futures 7,443.00 +0.2% Nasdaq 100 Futures 29,390.00 +0.8% Bloomberg Dollar Spot Index 1,193.98 +0.1% Market data as of 07:04 AM ET. Data is subject to provider delays. Get on board. Nvidia CEO Jensen Huang joined Donald Trump’s China trip as a last-minute addition , pushing AI into the spotlight ahead of a high-stakes summit in Beijing. The US president said trade will be the focus as he meets an emboldened Xi Jinping , with negotiators from both sides already engaged in preparatory talks . Here’s what to expect from the summit. Huang’s addition to Trump’s trip lifted Nasdaq futures , while SoftBank’s profit surge , driven by its OpenAI investment, also boosted tech stocks. In the oil market, the International Energy Agency warned inventories are falling at a record pace as the Iran war disrupts supplies. That’s bad news for summer travelers, with rising fuel and ticket prices threatening disruptions . And while markets are buoyed by AI, Ro Khanna is looking to rein it in after years of championing the tech industry. We take a look at the Silicon Valley congressman, who is pitching himself as a presidential contender, backing a wealth tax and talking tough about the “Epstein class.” It’s beginning to look a lot like a costly Christmas . Chinese suppliers to major US retailers such as Walmart and Costco are raising prices for the first time in years as raw material costs surge, just as factories ramp up for the season. That’s adding to consumer anxiety, with some CEOs warning shoppers are running out of money as inflation weighs on sentiment . Energy crunch. A federal program to help low-income homeowners repair aging homes and prepare for climate change was scrapped after $1.6 billion in grants were cancelled under the...

England end Ollie Robinson’s two-year international exile and call up uncapped trio Emilio Gay, James Rew and Sonny Baker for the first Test against New Zealand.

上海新阳公告，芯征途（二期）持股计划所持公司股票已于近日通过集中竞价交易全部出售完毕。该持股计划于2023年3月3日经股东大会审议通过，股票来源为公司回购专用账户已回购的股份。本次持股计划于2024年11月6日至2026年5月13日期间，通过集中竞价方式累计减持公司股票30万股，占公司总股本的0.10%。截至本公告披露日，本次持股计划所持公司股票已全部减持完毕，持股计划实施完毕并终止。

格隆汇5月13日｜南下资金今日净卖出港股67.71亿港元。其中：净买入泡泡玛特4.72亿；净卖出阿里巴巴14.26亿、小米集团5.87亿、长飞光纤光缆5.8亿、腾讯4.52亿、美团4.1亿、鸿腾精密3.61亿、中国海洋石油2.24亿、华虹半导体2.23亿、中芯国际1.86亿。 据统计，南下资金已连续6日净卖出华虹半导体，共计17.7624亿港元；连续6日净卖出长飞光纤光缆，共计14.1529亿港元；连续3日净卖出腾讯，共计18.5417亿港元；连续4日净买入泡泡玛特，共计8.0874亿港元。

Although most investors are laser-focused on the S&P 500 (SNPINDEX: ^GSPC) and Nasdaq Composite (NASDAQINDEX: ^IXIC) hitting all-time highs on the heels of artificial intelligence (AI) euphoria, 2026 is also shaping up to be the year of the mega- initial public offering (IPO) . Possibly within the next two months, investors will be privy to the largest-ever IPO, SpaceX. Reports have pointed to SpaceX kicking off its IPO roadshow during the week of June 8 , placing the debut of Elon Musk's conglomerate in late June, or shortly thereafter. Image source: Getty Images. Continue reading

Micron samples 256GB DDR5 RDIMM to boost AI data center performance varindia.com

众生药业公告，控股子公司众生睿创组织开展的一类创新药物昂拉地韦颗粒的新药上市申请获得国家药品监督管理局（NMPA）受理，并收到《受理通知书》。昂拉地韦颗粒儿童III期临床试验，采用磷酸奥司他韦干混悬剂（罗氏制药，商品名：Tamiflu®）对照，共纳入120例参与者。上述III期临床试验已获得积极的顶线分析数据结果，昂拉地韦颗粒表现出积极的疗效和良好的安全性，试验结果理想，达到预期目的。

Nebius Group press release ( NBIS ): Q1 GAAP EPS of $2.11 beats by $2.82 . Revenue of $339M (+566.0% Y/Y) misses by $49.57M . More on Nebius Group Nebius Q1 Preview: The $18B Question Nebius: 2 Warnings From CoreWeave's Q1 2026 Earnings Nebius Q1: One Number May Settle The CapEx Funding Debate Nebius breaks ground on gigawatt-scale AI factory in Missouri Nebius Group Q1 Preview: Capex deployment, ARR trends in focus

Nebius Group press release ( NBIS ): Q1 GAAP EPS of $2.11 beats by $2.82 . Revenue of $399M (+684% Y/Y) beats by $10.43M. Note: The revised post corrects the revenue figure to $399M. More on Nebius Group Nebius Q1 Preview: The $18B Question Nebius: 2 Warnings From CoreWeave's Q1 2026 Earnings Nebius Q1: One Number May Settle The CapEx Funding Debate Nebius breaks ground on gigawatt-scale AI factory in Missouri Nebius Group Q1 Preview: Capex deployment, ARR trends in focus

勤上股份公告，公司控股股东晶腾达完成增持计划，期间集中竞价增持1006.76万股，并司法拍卖竞得8818.34万股，合计增持9825.1万股，占剔除回购股份后总股本6.92%。截至公告日，晶腾达持股9825.1万股，表决权3.13亿股，占22.02%。本次计划自2025年11月25日起6个月内实施，拟增持不低于7100万股目标已达成。

The voluntary recall follows an incident on 20 April where an empty Waymo car entered a flooded road in San Antonio, Texas.