Shares of Advanced Micro Devices (NASDAQ:AMD) are up 5% in Friday trading, changing hands near $512 in the afternoon. The move comes after Citi delivered one of the most aggressive bull calls on the stock to date, putting a fresh spotlight on the AI accelerator narrative. Citi analyst Atif Malik upgraded AMD shares from Neutral ... Wall Street Just Put a Monster Target on AMD. Is the Stock Still Too Cheap?

Palantir Technologies Inc Stock (PLTR) Moved Down by 3.08% on Jun 12: Drivers Behind the Movement TradingKey

专题：马斯克旗下SpaceX登录纳斯达克 成为史上最大IPO 字母公司（Alphabet）或许是本次 SpaceX 上市背后最大的隐形赢家之一。该公司持有 SpaceX 约 4.9% 的股份，这笔股权当前估值约 1050 亿美元，成为 谷歌 有史以来收益最高的私募股权投资之一。 但想要套现并非直接在开盘时卖出股票那么简单。字母公司仍受限售期、流通额度限制约束，若选择全部抛售，还将面临一笔高额税负。 责任编辑：郭明煜

JHVEPhoto/iStock Editorial via Getty Images Introduction Adobe Inc. ( ADBE ) has gone through a tumultuous ride since I last covered the firm and gave it a Strong Buy rating, as it is now down around 16% following the earnings release. My basis was that the stock is incredibly cheap, especially when considering its growth metrics and the latest earnings continued that trend, though the market seems to think otherwise, as the stock continues to fall. Q2 earnings Adobe actually posted a strong double beat , even if the stock price does not really reflect that, as revenue came out to $6.62B, a beat of $170MM and most importantly, a 12.8% Y/Y increase. On the bottom line, Non-GAAP EPS came out to $5.96, a beat of 15 cents, which is yet another record for Adobe. Diving deeper Business Professionals & Consumers subscription revenue grew 16% to $1.85B and Creative & Marketing Professionals grew 13% to $4.54B, which is the segment the disruption narrative says should be eroding. Management also raised its guidance with fiscal revenue coming in at $26.5B to $26.6B, comfortably above the $26.1B consensus, and furthermore it raised non-GAAP EPS to $24.35 to $24.45. For the next quarter, the guidance is standing at between $6.67B to $6.72B in revenue and $6.05 to $6.10 in non-GAAP EPS which effectively implies no deceleration. So, for a company supposedly being hollowed out by free AI tools, ADBE keeps doing something inconvenient for that narrative, growing faster than its own guidance. Though probably the most important data point in the print was the AI-first ARR that tripled Y/Y to now exceed $600M. This is the effective measure of revenue from AI-native products, such as Firefly app subscriptions, Acrobat AI Assistant, GenStudio, as distinct from AI features bundles into existing Creative Cloud plans. So if gen AI were to be a substitute for Adobe rather than an extension of it, this line would be flat while churn climbed, but instead the AI-native line is the fastest-grow...

JHVEPhoto/iStock Editorial via Getty Images I vaguely looked at Comcast Corporation ( CMCSA ) at the start of the year but ultimately shied away. Comcast is in a tricky position with its legacy businesses under pressure, and I’m not a huge fan of the company’s aggressive stock buybacks given its high debt levels. After a prolonged cool-off, however, Comcast is looking like a solid buy. The risks are still there, revenue growth is quite slow, but the value is hard to deny. Further, if Comcast can cut costs through AI usage or otherwise find a growth/profit engine, share prices could take off. The current value has me at a buy rating. If I identify a high-potential catalyst (like concrete AI savings), I could see it upgraded to a strong buy position. The fundamentals and reverse DCF calculation below demonstrate value, but high debt and slow revenue growth are genuine concerns. Growth Opportunities Remain But Environment Is Tricky The biggest question for Comcast is, where will the growth come from? Comcast is a very mature company, and right now, revenue growth falls below 2% YOY (more on that in the fundamentals section). With cable TV, cord cutting has become the norm. Rising streaming subscription prices may eventually slow cord cutting, but at least in 2026, we may see it accelerate . In 2010, there were 105 million cable-subscribed households. This had fallen to just 60.3 million as of 2026. Now, less than a third of households are subscribed to cable , the lowest rate seen since the 1980s. Comcast is also a major internet service provider and owns the Peacock streaming network. This should help cushion some of the blow from cord cutting, but we can’t take it for granted that this will completely offset the impact. Comcast is going to face pressure, including from wireless internet service providers who can use 5G networks to deliver fast internet. Yet mobile service also represents a growth area for Comcast. Xfinity Mobile offers consumers a relatively affordab...

It's finally here. In fact, by the time you're reading this, the long-awaited and much-ballyhooed initial public offering (IPO) of SpaceX (NASDAQ: SPCX) shares may be complete, with the stock now trading on the Nasdaq exchange. At what price it's trading is anyone's guess. There's the rub, of course. It's statistically unlikely that you will be -- or were -- one of the lucky few retail investors able to participate in the actual IPO . That means your only option is to buy it on the open market, at the market price. If you feel like you just have to, by all means, do so. Just make sure you're willing and able to honestly answer "yes" to these three questions first. Continue reading

BATRA 10-Q及美國證券交易委員會申報文件 Yahoo 財經

美国与伊朗进一步接近达成一项临时和平协议，该协议旨在重开霍尔木兹海峡，并帮助结束这场损害全球经济并扰乱中东局势的战争。 伊朗外交部长阿巴斯·阿拉格齐周五在X平台发帖称，美伊谅解备忘录“从未如此接近”。 他表示细节将在“适当时候”公布，称“在最终敲定之前，媒体应避免对其内容进行猜测”。 美国总统唐纳德·特朗普周四取消了原定对伊朗发动的空袭，并表示谈判人员已在协议问题上取得进展。知情的高级官员称，两国可能于下周举行的七国集团领导人峰会期间签署协议。 不过，尽管取得进展，伊朗表示仍需作出最终决定。由于双方对所谓“谅解备忘录”的内容给出的描述不一，周五有关协议文本的具体内容仍不明朗。 特朗普希望确保该协议既能被对伊朗持强硬立场的人士视为一场胜利，也能回应越来越反对这场战争的美国公众。此次战争始于2月底美国和以色列对伊朗发动轰炸。 今年的G7峰会将于6月15日至17日在法国阿尔卑斯山区的埃维昂举行。知情人士透露，毗邻的瑞士日内瓦正被考虑作为潜在的签署地点，最快可能在周日完成签署。 特朗普周四暗示，如有签署仪式，美国副总统万斯将代表他出席。 但华盛顿与德黑兰之间紧张关系仍然存在。特朗普周五早些时候否认了伊朗媒体的报道，并对这些报道表达了不满，其中一些报道称美国将解冻伊朗在其他国家持有的超过200亿美元的资金。 “打交道的这些人很不光彩，”特朗普在社交媒体发文称。“他们最好规矩点，而且要快！” 伊朗外交部表示，德黑兰仍在审议协议草案。 “有关部门必须就文本的每个细节以及任何潜在协议达成共识，”伊朗的IRIB News援引外交部发言人报道称。“有关谅解备忘录签署方式的细节将在后续阶段讨论。” 一位要求匿名讨论敏感事务的知情人士表示，谅解备忘录部分内容存在解释空间，包括霍尔木兹海峡重新开放在实际操作中的具体含义。特朗普表示船只将获得自由通行权，但伊朗媒体暗示，伊朗仍将保留一定程度的控制权。 一位熟悉谅解备忘录谈判情况的外交人士称，伊朗以及可能其它靠近海峡的国家将能够在一定程度上监管该水道的安全。 另一位美国高级官员表示，这是一项以履约为前提的协议。这位官员称，除了重新开放霍尔木兹海峡，协议主要内容还包括将伊朗交出或销毁其高浓缩铀库存、摒弃其核计划，以及在履行部分协议内容之前，不会获得任何资金。 根据协议安排，美国与伊朗将把停火期限延长约两个月，并就伊朗核计划展开进一步谈判。美国将解除...

(DIACE.OB) 最新股票消息和頭條新聞 Yahoo 財經

Micron Technology (MU) has been back in the spotlight after a fresh wave of bullish Wall Street research and its decision to bring Bechtel on board for a massive New York megafab project tied to future AI driven memory demand. See our latest analysis for Micron Technology. Micron’s share price has swung sharply on sector news and analyst commentary this week. The recent 30 day share price return of 29.91% and roughly 7x one year total shareholder return show strong momentum that investors are...

Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades Yahoo Finance Micron Stock Drops Again But This Powerful Catalyst Can Reignite Rally Barron's Why Micron Stock Bounced Back Today The Motley Fool

巴基斯坦总理Sharif称，确认已经达成一份最终的、经过（伊朗最高层）同意的和平协议文本。 巴基斯坦正与伊朗、美国就后续行动密切合作。 WTI原油期货维持3.8%的跌幅，目前交投于84.35美元附近。 标普500指数涨幅扩大至0.5%，道指涨超0.7%，纳指涨超0.2%，半导体指数涨2.1%。

Investors buy the ARK Innovation ETF (NYSEARCA:ARKK) when they want concentrated exposure to disruptive innovation: electric vehicles, genomics, fintech, autonomy, and AI. Cathie Wood’s flagship has headlined the active-growth category for a decade, and it still commands a loyal base. The case for owning it holds. The case for owning something else alongside it, or instead, sharpens ... Forget ARKK: This Buffett-Style ETF Beat It Over 5 Years With Half the Volatility

随着SpaceX周五在 纳斯达克 成功上市，公司股价上涨24.58美元，涨幅达18.21%，报159.58美元，市值攀升至2.1万亿美元。这一里程碑事件使埃隆·马斯克正式成为全球首位万亿美元富翁。 SpaceX此次IPO以每股135美元的发行价募资750亿美元，创下全球历史上规模最大的首次公开募股纪录。上市首日股价大涨，推动公司估值远超此前预期。据测算，马斯克持有SpaceX约一半股份，价值超过1万亿美元，加上其持有的 特斯拉 股份，个人总身家已突破1.1万亿美元。 这一成就的实现早于此前诸多分析师的预测。根据特斯拉周五公布的文件，马斯克此前曾有望通过特斯拉的业绩目标获得高达1万亿美元的报酬。该薪酬方案包含12档股票激励，每一档都与汽车产量、公司总市值等目标挂钩。要获得全部报酬，特斯拉需达到2万亿美元的市场估值，并在计划初期实现2000万辆的年度交付——作为对比，该公司2024年全年交付量不足200万辆。 如今，SpaceX的成功上市使马斯克提前跨越了万亿美元门槛。据福布斯统计，马斯克在此次IPO前的净资产已超过4000亿美元。SpaceX上市带来的财富增长使其个人财富翻倍，创下历史纪录。 特斯拉股价今年累计下跌约14%，主要受马斯克与美国总统特朗普的关联所引发的负面反应影响，同时公司还面临来自底特律汽车巨头及中国车企的激烈竞争。然而，SpaceX的上市成功为马斯克个人财富提供了强大支撑，使其成为全球首位万亿美元富翁。 责任编辑：张俊 SF065

Key PointsCoca-Cola is a popular dividend-paying option from the consumer goods sector, but there’s a case to be made right now for owning a piece of beverage rival PepsiCo instead.

Investing.com -- The broader software complex experienced widespread declines on Friday as fragile investor confidence gave way to a wave of sympathetic selling across the sector. The turn lower continued to arrest a month-long recovery fueled in part by strong corporate results and forward guidance from Snowflake. The shift in capital allocation reflects a market that remains deeply hypersensitive to any perceived headwind within the enterprise technology layer. Rather than treating recent oper

Gary Lineker tells Mishal Husain that Donald Trump and FIFA President Gianni Infantino have a "very odd" relationship. Hear his take on the World Cup — and "astronomical" ticket prices — on The Mishal Husain Show. A FIFA spokesperson said the organization was “focused on ensuring fair access” and reinvesting revenue across member associations. (Source: Bloomberg)

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@media (max-width: 768px) { .image-container { width: 100% !important; float: none !important; margin: 0 0 1rem 0 !important; } } Image source: The Mo

Justin Paget/DigitalVision via Getty Images Investment overview I wrote about Toll Brothers ( TOL ) previously with a hold rating as the order trend was not inflecting positively, and its backlog was trending downwards. For this update, I am keeping a hold rating. The main takeaway is that the current setup is slightly better as orders improved, guidance was raised, cancellations stayed low, and the customer mix still looks healthy. The issue is that the headline order growth was helped by community growth, and per-community demand is still not clearly improving. Backlog is still down y/y, margins remain below last year, and incentives are still elevated. Demand improved, but absorption is still not strong enough For the bullish investors, I think their focus would be that demand appeared to be no longer getting worse like it did several quarters ago. The latest numbers we saw from TOL showed order growth of 7% in units, while cancellations remained low, and management raised FY2026 guidance . As much as that sounds bullish and may justify a buy rating to some, I don’t think so. My view is that the order growth is not as strong as the headline suggests. Community count was up 9% y/y, but net signed contracts per community fell 2% y/y. On an absolute basis, net signed contracts per community came down by 0.1 units to 6.3 units vs. last year. Management also said per-community sales pace was flat. Hence, I think the correct read is that this is still really a stabilization, not an acceleration. In other words, growth was really because of community growth (within each community, absorption wasn’t improving). I believe that point is a very important one because my previous hold rating was anchored on the idea that demand wasn’t improving. And as we have seen, absorption is not improving. The reason absorption matters is because it shows whether each community is becoming more productive (to TOL). If orders are growing mainly because TOL has added more communities, then...

Chinmayi Shroff/iStock via Getty Images By James Knightley , Chief International Economist, US, Padhraic Garvey , CFA, Regional Head of Research, Americas and Chris Turner , Global Head of Markets and Regional Head of Research for UK & CEE Inflation and regained momentum swing hawkishly Optimism is rising that we are inching closer to a deal to reopen the Strait of Hormuz, but even with a deal, global energy prices will likely remain elevated until at least early 2027. European and Asian inventory rebuilding will keep a strong bid in markets through the second half of the year. At the same time, uncertainty over the scale of damage to infrastructure in the region and the willingness of shipping companies to put their vessels back potentially into harm's way, should the deal subsequently fail, limits supply. In consequence, we expect no real relief from higher prices this year. The US economy is more insulated from Middle East risks than most countries due to its energy independence, but it is not immune. An abundance of natural gas and a lack of storage mean domestic prices have fallen, which is helpful for keeping utility bills in check. However, higher motor fuel costs are adding to cost pressures with spillover effects already in freight rates and airline fares, with inflation breaching a three-year high of 4.2%. Amid rising inflation, business surveys point to 2-2.5% GDP growth, the economy is adding jobs and equity markets are at record highs. Understandably, market expectations of potential Federal Reserve rate hikes have increased, with a 25bp rate hike priced in this year and around a 50% chance of a second such move next year. Unanimous vote for stable rates In terms of Wednesday’s FOMC meeting, we expect the Fed to leave monetary policy unchanged, but we do expect a statement that puts greater emphasis on the possibility of an interest rate rise. Remember that last time, Stephen Miran, who has since vacated his governor position for newly appointed Fed Cha...