Brad Gerstner’s Altimeter Capital fully exited its entire 519,290-share Alphabet (NASDAQ:GOOGL) position in Q1 2026, according to the firm’s 13F filed May 15, 2026 (SEC CIK 0001541617). In its place, Gerstner opened two brand-new positions that did not exist in the prior quarter: 1,715,440 shares of Arm Holdings (NASDAQ:ARM) worth roughly $259.5 million, and 148,986 ... Billionaire Brad Gerstner Dumped All of His Alphabet Then Bought 2 Stocks Nobody Expected

Astera Labs Inc stock hits all-time high at 388.64 USD By Investing.com Investing.com South Africa

特朗普政府一位高级官员周五表示，美国和伊朗可能在未来“几天内”签署一项协议，该协议内容包括重新开放霍尔木兹海峡，并采取措施拆除伊朗的核计划。 但这位因讨论与德黑兰谈判最新进展而要求匿名的官员指出，美方对于已达成的协议最终能否签署并非“100%”确定。 “今天早上我可能会说有75%的概率。现在大概有80%到85%，”这位官员说，“但还不是100%。” 该官员解释说，伊朗的政治体制“非常复杂”，其政权内部存在裂痕。 这位美国官员还表示，目前的谅解备忘录还将通过终止伊朗对暴力活动的资助来“确保该地区的长期和平”，并对伊朗伊斯兰共和国实施“核查机制”。 该官员称，如果伊朗予以配合，它将获得“重大”经济救济作为回报，包括放宽长期制裁和解冻其资产。 但这位官员强调，这些好处“只有在他们真正兑现承诺时才会逐步实现”。该官员还表示，双方尚未确定协议签署的地点。 尽管如此，这位官员表示，美方认为双方都认可当前的文本，并且除非“我们看到问题突然出现”，否则“将在未来几天内完成签署”。 此前，包括总统唐纳德·特朗普在内的多位政界人士表达了比以往任何时候都更乐观的态度，认为结束战争的协议即将达成。 巴基斯坦总理夏巴兹·谢里夫周五早些时候表示，美国和伊朗之间“已经达成了一份‘最终、商定的文本’”。 在这场战争中一直充当两国调解人的巴基斯坦，“正与双方密切合作以敲定下一步行动”，谢里夫在X平台（原推特）上发帖称。 “和平从未像现在这样接近，”他写道。 特朗普周四下午在椭圆形办公室表示，美国“刚刚达成了解决与伊朗战争的一项伟大协议”，但需“等待文件的最终敲定”。 伊朗外交部长阿巴斯·阿拉格奇在谢里夫发帖之前在X平台上写道，谅解备忘录“从未像现在这样接近达成”。 这三位官员也对公开披露的关于这份似乎即将达成的协议内容的信息提出了异议。 伊朗迈赫尔通讯社周五早些时候报道了草案中14项声称的条款，包括美国承诺取消石油制裁、结束海上封锁以及解冻伊朗被冻结的资金。 特朗普周五上午晚些时候在Truth Social平台上愤怒地写道，关于该协议的公开报道“与书面达成的条款毫无关系”。 责任编辑：张俊 SF065

Nick Colas, co-founder of Data Take Research, said that while he believes the math doesn't add up for SpaceX's valuation compared to the level of investment into space tech company, investors are making the decision based on Elon Musk's track record of success. Colas said that the bet is that Musk can replicate his track record of bringing the public interesting technology, but that it's not based on any math people can 'rationally model.' (Source: Bloomberg)

Gross margin % of Meta Platforms Inc Shs A Cert Deposito Arg Repr 0.041666666 Shs – BCBA:META.CI TradingView

专题：马斯克旗下SpaceX登录纳斯达克 成为史上最大IPO 北京时间6月13日凌晨，美股周五尾盘走高。传美伊接近达成和平协议。伊朗官方媒体报道称该和平协议将使霍尔木兹海峡重新开放。SpaceX登陆 纳斯达克 ，开盘市值即超过2万亿美元，超过了此前1.77万亿美元的估值，目前位列美股市场第七名。 道指涨416.51点，涨幅为0.82%，报51265.26点；纳指涨91.53点，涨幅为0.35%，报25901.19点；标普500指数涨36.82点，涨幅为0.50%，报7431.12点。 周五全球股市走高。日本日经225指数飙升2.8%，印度Nifty 50指数上涨1.3%，韩国Kospi指数上涨4.6%，上证综指涨幅超过1%。欧洲方面，斯托克600指数上涨1.7%。 据媒体周五援引知情人士报道称，美伊和平协议最早可能于周日在瑞士签署。 伊朗官方媒体周五报道称，伊朗与美国谅解备忘录草案中包括美国承诺解除石油制裁，以及伊朗承诺重新开放霍尔木兹海峡。 伊朗外交部长阿巴斯-阿拉格齐在X发帖称，伊斯兰堡谅解备忘录“从未如此接近”。他称细节将在“适当时候”公布，并表示：“在最终敲定之前，媒体应避免对其内容进行猜测”。 此前，得益于芯片股反弹以及美国总统特朗普暗示与伊朗的和平协议即将达成，周四股市已经出现上涨。 周五埃隆-马斯克旗下SpaceX以交易代码SPCX成功登陆纳斯达克，开盘市值即超过2万亿美元，超过了此前1.77万亿美元的估值，目前位列美股市场第七名。 该公司计划发行5.556亿股，融资规模达750亿美元，成为历史上规模最大的首次公开募股。这一规模是2014年 阿里 巴巴 220亿美元IPO的三倍多，后者是目前美国最大规模的IPO。 截至发稿，SpaceX股价上涨34.86美元，涨幅为25.82%，报169.86美元，市值突破2.2万亿美元。 不过部分投资者担心，由于SpaceX发行规模庞大，可能对市场造成压力。 分析师称，即使市场能够消化这些SpaceX新股，IPO本身波动性较大，且周五的发行可能引发科技股领导地位的再次轮动，因为投资者需要筹措资金认购新股。 富国银行 投资研究所全球股票策略师道格拉斯-比思表示：“历史表明，大规模IPO发行发生在市场情绪强劲时期，但新增的股票供应可能导致消化不良。美国家庭股票配置已接近历史高位，这意味着他们可能卖出现有持仓来为这些新头寸...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks are trading higher Friday afternoon, with the S & P 500's gains pushing it firmly in positive territory for the week. That's quite the change after back-to-back losses on Tuesday and Wednesday, on the heels of last week's ugly finish . The market is receiving a boost from Iran peace deal optimism, as Iran's foreign minister posted on X on Friday that a memorandum of understanding "has never been closer." Pakistani Prime Minister Shehbaz Sharif also said on X that a "final, agreed upon text of the peace deal has been reached," and Pakistan is working with the two sides to finalize the next steps. But nothing is guaranteed. A senior Trump administration official put the odds at 80% to 85%, well short of a sure thing. We remain cautiously optimistic that a deal will happen at some point. The oil market appears to share that view, with U.S. benchmark WTI crude down about 3% and trading below $85 per barrel. The other big story Friday is SpaceX's record-breaking initial public offering , with shares up over 25% as of this writing. The IPO brought in $100 million in fees for both Club name Goldman Sachs and rival Morgan Stanley. That's a nice chunk of change for the banks. For context, Goldman posted total equity underwriting revenue of $535 million last quarter . The smooth offering is also a reputation win. Goldman bankers can point to the success of the SpaceX deal as part of their pitch to Anthropic and OpenAI as those companies prepare to come public. Here are some of the biggest gainers in the portfolio during this topsy turvy week. Intel is in the top spot with a gain of more than 25% on a handful of good news. The stock soared Monday after The Information reported Google placed an order at Intel to make more than 3 million of its tensor processor units (TPUs) in 2028. The report also ment...

AMD tech cuts shader load times by up to 95% PCWorld

Apple's artificial intelligence (AI) ambitions are colliding with a costly memory crunch.

Key PointsApple's new on-device Siri AI requires a significant amount of memory.

CNBC Wealth Editor correspondent Robert Frank delivered a milestone moment on air this morning, saying: “By the end of today, Elon Musk will likely become the world’s first trillionaire.” This comes as the result of the long-awaited SpaceX IPO, which is poised to revalue Musk’s privately held stake at public-market multiples and push his net ... Wealth Expert: SpaceX IPO Will Likely Make Elon Musk the World’s First Trillionaire

格隆汇6月13日｜真主党：根据伊朗官员向我们传达的信息，以色列将依据该协议从黎巴嫩领土撤军。黎巴嫩也被纳入伊朗与美国停火协议之中。

Key PointsVanguard S&P 500 ETF offers a lower expense ratio of 0.03% compared to the 0.09% charged by State Street SPDR S&P 500 ETF Trust

古巴国家主席迪亚斯-卡内尔12日谴责美国进一步收紧对古石油封锁，指责美方的行径“毫无底线”可言。迪亚斯-卡内尔在社交媒体上发文指出，美国禁止其他国家向古巴提供燃料后，又将制裁矛头指向古巴国家石油公司，对与该公司开展贸易的各方发出新的威胁。他表示，美国企图用“荒谬借口”为其罪行辩护，其真实目的是让古巴人民窒息，迫使他们在饥饿、匮乏和疾病面前屈服。（央视新闻）

Hm! | Photo: Kristen Radtke / The Verge; Getty Images Elon Musk's SpaceX IPO will probably make him the richest person to ever walk the planet . And while his mountain of horrible personal conduct could fill multiple books, one fact in particular stands out: A year ago, Musk's actions directly led to the deaths of hundreds of thousands of people. He did it knowingly. And, worse - gleefully. This is not a serious person , but his abuse of the world is deadly serious. In the first months of President Donald Trump's second term, the Musk-led Department of Government Efficiency (DOGE) destroyed the US Agency for International Development, whose mission was a boon to public health around the globe. M … Read the full story at The Verge.

Jude Bellingham is expected to start England's opening game of the 2026 World Cup, as Marc Guehi could start on the bench.

So you want to ignite a reading habit this summer. How do you get back into the groove? We talk to reading enthusiasts for their best tricks — like allowing yourself to read wherever, whenever.

In November, Jeff Bezos announced that he would become co-CEO of a new startup called Prometheus. At the time, the startup said it would focus on "physical AI"—an increasingly common term for applying the same deep learning principles behind large language models or generative AI to things like robotics and manufacturing—but specifics were scarce. Now, with a major new round of funding, Bezos and co-founder Vik Bajaj have talked about it in slightly more detail. The funding round is significant—$12 billion now, after an initial round of $6.2 billion last year, for a valuation of $41 billion. The funding comes from JPMorgan Chase, Goldman Sachs, BlackRock, and others, plus a sizable amount from Bezos' coffers. The startup currently employs 150 people. Much of that funding will be put toward buying compute. "O ne of the reasons we’ve had to raise a significant amount of funding is because... what we’re doing is very compute-intensive and we need to create that data," Bezos told CNBC. Read full article Comments

Sundry Photography/iStock Editorial via Getty Images Kratos Defense & Security ( KTOS ) down 1.7% in Friday's trading despite receiving an upgrade to Overweight from Neutral at J.P. Morgan while cutting its price target to $82 from $99, saying the company is making good progress in hypersonics, tactical drones, turbojet engines, and other end markets, and the stock's 50-plus selloff since mid-January has brought the valuation to an attractive point. " The market is awarding a premium to fast-growing defense companies, and within that group, Kratos has distinguished itself by winning and executing new work, partnering with the industry's biggest players, providing more affordable high-end systems, and investing ahead of need, which is what DoD wants contractors to do," J.P. Morgan's Seth Seifman writes. Kratos ( KTOS ) has a solid track record of execution paired with a high-growth compound annual growth rate that Seifman forecasts above 20% during 2026-28 driven by strong positions in growth end markets. Cash flow is still negative but manageable, and Kratos ( KTOS ) has fortified its balance sheet, the analyst says, noting the company's expected cash flow of ~$100M this year would be smaller than last year's $137M and reflects capex and working capital to support anticipated topline growth, adding that Kratos is establishing capacity that should support production in areas where the company has some visibility. More on Kratos Defense & Security Kratos: Tough Reality For Modern Warfare Kratos Defense: The Rise Of A Next-Gen Defense Prime Kratos: Strong Growth, But The Market Demands More Than A Good Story

中芯國際(00981) 海外監管公告-證券發行及相關事宜 信報網站

Intel Stock Climbs as Wall Street Turns Bullish TipRanks

Sundry Photography/iStock Editorial via Getty Images Salesforce ( CRM ) highlighted a 'headless' strategy as a potential driver of new growth that is not yet included in its guidance during an investor call with BNP Paribas. The headless strategy refers to the monetization of artificial intelligence agents as users of its software products. "While human usage of software is limited by employee productivity, engagement with agents has the potential to unlock monetization at a much larger scale," said BNP Paribas senior analyst Stefan Slowinski in an investor note. "Salesforce is developing MCP connections across its platform, allowing first- and third-party agents to access context and data and take action within Salesforce apps. Current per-seat API limits provide a starting point for metering headless engagement, but the company will continue to innovate in pricing/packaging, and the announcement of new headless monetization motions may provide a potential future catalyst, as may new outcome-based pricing options." Salesforce also noted that its Agentforce offering is experiencing rapid growth as "agentic work units" increased 111% quarter over quarter. "Agentforce for Service remains the largest use case, followed by AF for Sales and then the newly launched Slackbot, which is seeing 300%+ q.q. growth," Slowinski noted. "Slack is being positioned as the 'front door' to Salesforce's enterprise AI capabilities." However, these gains have been partially offset by incremental weakness in Tableau and Marketing & Commerce. "On capital allocation, the company will continue to pursue opportunistic M&A following a number of recent tech/talent-focused tuck-in acquisitions," Slowinski added. "Salesforce highlighted its recent acquisition of Contentful, a composable content platform, adding a personalized digital content platform to Headless 360. The company expects to continue its previous cadence of share repurchases, which were ~$13bn last year, following the accelerated re...

格隆汇6月13日｜据外媒报道，知情人士称，SpaceX(SPCX.O)在利用孟菲斯Colossus 1数据中心开发和运行Grok人工智能模型时遇到技术挑战后，决定将该数据中心的全部容量出租给Anthropic。公司原本计划通过由三个数据中心园区组成的集群，利用大规模算力训练其最前沿的AI模型，但在将Colossus 1与另外两个相距超过10英里的站点连接时遇到延迟问题，老化的网络基础设施又加剧了这一问题。除了延迟问题，将Colossus 1与其他设施整合的尝试还受到硬件差异的影响。该设施配备了多代英伟达芯片，包括Hopper和Blackwell，以及一些较旧的加速器。而Colossus 2和Colossus 3则更统一地围绕英伟达Blackwell芯片建设。

Consumers sell through pawn shops when they need quick cash. What do pawn shop investors do when a pawn shop owner sells shares? EZCORP (NASDAQ:EZPW) , which operates over 1,100 pawn shops across the Americas, just reported a sale by a board director in recent SEC filings. Pablo Lagos Espinosa, Director of EZCORP, reported the indirect sale of 10,000 shares of common stock for approximately $320,000 on June 5, 2026, as disclosed in this SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($32.00); post-transaction value reflects zero direct shares held after the transaction as of June 5, 2026. Continue reading