美国劳工部周四公布的数据显示，受伊朗冲突引发的能源价格飙升影响，美国5月生产者价格指数同比大幅上涨6.5%，创下自2022年11月以来的最大涨幅。这一数据远超市场预期，显示出批发端通胀压力正在显著升温。 数据显示，5月PPI环比上涨1.1%，同样高于市场预期的0.7%。能源价格成为推动通胀的核心因素，5月能源价格环比上涨10.7%，其中汽油价格单月上涨23.4%，贡献了商品价格涨幅的一半以上。据媒体报道，霍尔木兹海峡持续封锁导致国际油价大幅攀升，船用燃料成本较冲突前上涨近70%，生产成本压力正沿着产业链逐级传导。 更值得警惕的是，剔除食品、能源和贸易服务的核心PPI同比涨幅从4.4%升至5.1%，创下2022年10月以来新高。这表明通胀压力已从能源领域向外扩散——5月食品价格环比上涨0.6%，核心商品价格上涨0.8%为近三年最大涨幅，运输和仓储服务价格也同步上涨2.6%。 生产者价格指数被视为消费者通胀的先行指标。此前一天公布的数据显示，美国5月CPI同比上涨4.2%，为三年来首次突破4%关口。通胀持续高企令市场对美联储政策路径的预期发生显著转变。利率期货市场已基本消化了美联储年底前至少加息一次的预期，而就在数月前，市场还在讨论何时降息。 分析人士指出，即便美伊达成协议令海峡重新开放，能源价格也难以迅速恢复至冲突前水平，供应链修复和库存重建将是一个漫长的过程。 责任编辑：张俊 SF065

Pop Culture Group ( CPOP ) on Friday said it agreed to sell 53.3 million Class A ordinary shares, or pre-funded warrants in lieu thereof, to an institutional investor in a registered direct offering expected to raise about $8 million in gross proceeds. The shares and pre-funded warrants were priced at $0.15 each. Each pre-funded warrant is exercisable for one Class A ordinary share. The China-based company said the offering is expected to close on or about June 15, subject to customary closing conditions. Univest Securities is acting as the sole placement agent for the transaction. Source: Press Release More on Pop Culture Financial information for Pop Culture

Daniel Hull/iStock Editorial via Getty Images Powerlaw ( PWRL ) surged 11% during pre-market trading on Friday, extending on the 14% gain the company enjoyed by Thursday's close, as investors seek to take advantage of its SpaceX ( SPCX ) holdings. Powerlaw runs a closed-end fund that allows average investors exposure to high-end, private AI and tech companies, such as OpenAI ( OPENAI ). SpaceX, which makes its historic debut on the Nasdaq today, happens to be its largest position , making up 19%, or $117M, of its portfolio, as of May 13. SpaceX ( SPCX ) raised $75B in the largest IPO ever , giving Elon Musk's space, satellite and AI company an implied valuation of roughly $1.77T ahead of its Nasdaq debut. Powerlaw was founded in 2024 and just began trading on the Nasdaq Global Market late last month. Its portfolio also includes stakes in Stripe, Databricks, Canva, Figma, Perplexity, Waymo, Kraken, Kalshi, and Groq. Its net asset value totaled $662M as of May 31. While the market's reaction suggests investors expect Powerlaw's net asset value to rise alongside SpaceX's public valuation, analysts note that closed-end funds can trade at premiums or discounts to the underlying value of their holdings. That means Powerlaw's share price may not move in lockstep with the value of its SpaceX stake once trading in the newly public company begins. Powerlaw Capital Group is backed by Akkadian Ventures, a venture secondary investment firm focused on the private technology market, with $1.36B in assets under management as of March 31, 2026. More on Powerlaw and SpaceX SpaceX To The Moon Or To The Ground? Watch 187.60 And 161.00 Chart Of The Day: Today Is SpaceX Day! Should You Buy? Wall Street Breakfast Podcast: SpaceX Enters Public Orbit Is SpaceX worth $1.8T? SA analysts weigh In ahead of the blockbuster IPO Leveraged SpaceX ETFs hit with one-day delay to ensure smooth IPO - report

为应对中东冲突引发的通胀反弹，欧洲央行周四宣布将三大关键利率各上调25个基点，这是该行自2023年9月以来的首次加息。 调整后，欧洲央行的存款便利利率升至2.25%，主要再融资利率升至2.40%，边际贷款利率升至2.65%。这一决定获得了理事会全体一致通过，此前市场已普遍预期到此次行动。 欧洲央行在声明中明确指出，“中东地区的战争正在产生通胀压力”，加息决定在多种推演情景下均被证明是稳健的。央行行长拉加德在新闻发布会上表示，此次加息是应对通胀扩散的必要举措，并非所谓的“预防性加息”。 促使欧洲央行采取行动的直接原因是通胀数据的快速回升。受伊朗冲突导致霍尔木兹海峡运输受阻影响，国际能源价格大幅上涨。欧元区5月通胀率已攀升至3.2%，远高于欧洲央行2%的目标水平。其中能源价格同比上涨10.9%，服务价格也上涨至3.5%，显示价格压力正在向更广泛的经济领域扩散。 在最新经济预测中，欧洲央行大幅上调了通胀预期，预计2026年通胀率平均为3.0%，2027年为2.3%。与此同时，由于能源冲击加剧了供应链压力和不确定性，央行将2026年欧元区经济增长预期下调至0.8%，2027年下调至1.2%。 拉加德强调，未来政策路径将遵循“数据依赖”原则，逐次会议决定，不会对利率走向作出预先承诺。分析人士指出，若能源价格持续高企，欧洲央行年内可能进一步加息。 责任编辑：张俊 SF065

Amazon entered into a $17.5 billion senior unsecured delayed-draw term loan, adding flexible borrowing capacity as the company ramps capital expenditures tied to AI and data center buildouts.

Everyone's Buying NVIDIA - Here Are 2 Smarter AI Stocks for 2026 The Globe and Mail

JPMorgan data show hedge funds cut positions in the biggest U.S. tech names, with some adding bearish bets, just before SpaceX began trading Friday

gorodenkoff/iStock via Getty Images Einride AB ( ENRD ) recently went public through a SPAC IPO with Legato, so I wanted to go through the business in more detail, give some comments on what I think about it, and give some cautious warnings if you are looking to start a position in quite a risky venture that has not been proven to be working. I am quite interested in the business model, and I think it has legs to stand on. The only thing that is needed is the demand in the future for driverless freight transportation to get the scalability it needs to make a profit, and that may come eventually, or it may not. The company Einride is a vertically integrated freight-capacity-as-a-service provider that focuses on electric and increasingly autonomous road freight. It sells long-term contracted transport capacity rather than trucks. The company develops and operates digital, electric, and autonomous freight solutions, which bundle vehicles, charging, software, and operations into a turnkey service for shippers. Einride’s core technology platform is its Saga AI freight operating system, which plans and optimizes routes and fleet deployment across electric and autonomous trucks. The IPO Specifications Einride went the SPAC way of IPO, which is much quicker than the usual IPO way, with less scrutiny. The deal was valued at $1.35B pre-money equity, which was also revised downward from $1.8B. Valuation that was floating around last year. Einride secured $113m in PIPE financing, or Private Investment in Public Equity. This is a lot of cash for a company that is quite a high-risk, high-reward proposition. This money is going to help it to scale its operations and eventually break even and turn profitable if the company manages to get through these initial hurdles. Business Model I touched upon it briefly when I said it is a freight-capacity-as-a-service provider. So, what that means is the company doesn’t sell its trucks to anyone who wants one. It keeps them on its balance she...

专题：史上最大IPO本周来袭 马斯克旗下SpaceX拟募资750亿美元 尽管 甲骨文 交出了一份创纪录的季度财报，周五盘前该股股价继续走低，延续了此前的下跌趋势。 财报显示，甲骨文在2026财年第四季度实现营收192亿美元，同比增长21%，超出市场预期的190.9亿美元。调整后每股收益为2.11美元，同样高于分析师预估的1.97美元。云基础设施业务成为增长主力，该板块营收同比飙升93%至58亿美元。 更令市场瞩目的是，公司剩余履约义务规模达到创纪录的6380亿美元，单季净增850亿美元。这些积压订单主要来自客户为锁定AI算力资源而签订的大规模长期合同，折射出市场对AI云计算服务的巨大需求。 然而，这份亮眼的财报未能安抚投资者的担忧。据媒体报道，市场抛售的核心原因在于甲骨文激进的资本开支计划。公司2026财年全年资本支出达557亿美元，自由现金流为负237亿美元。展望新财年，公司预计资本支出将进一步攀升至700亿美元。 为支撑这一扩张计划，甲骨文宣布将在2027财年筹集约400亿美元资金，其中包括此前已宣布的200亿美元股权发行计划。这一融资规模远超市场预期，引发了对股东权益稀释和现金流压力的担忧。多家机构在财报发布后下调了甲骨文股票评级。 此外，公司首席财务官在财报电话会议上表示，随着数据中心建设加快，毛利率将在新财年出现下滑。这一表态进一步加剧了市场对盈利能力前景的忧虑。尽管甲骨文重申了全年900亿美元的营收目标，投资者仍对其重资产扩张模式下的长期回报持观望态度。 责任编辑：张俊 SF065

格隆汇6月12日｜广西能源(600310.SH)公告称，公司拟收购工银金融资产投资有限公司等持有的广西广投桥巩能源发展有限公司（简称“桥巩能源”）合计33.7202%的股权，交易作价合计为10.5亿元。公司拟以2026年度向特定对象发行A股股票募集的部分资金购买桥巩能源股权。桥巩能源为上公司下属的主要子公司，经营情况及业绩良好，本次收购有利于增厚上市公司业绩，增强上市公司盈利能力。

AMD Stock Rose 130% in 2026. BofA Just Raised Its Target to $560 Here’s What the CFO Said That Could Push It Even Higher TIKR.com

锋龙股份公告，公司于2026年6月12日召开的第二次临时股东会审议通过了董事会提前换届选举议案，选举周剑、张钜、邓峰、焦继超、董思雨为第五届董事会非独立董事，陈敏、王帆、杭丽君为独立董事。同日召开的第五届董事会第一次会议选举周剑为董事长，聘任董思雨为总经理，夏焕强、王思远为副总经理，王思远为董事会秘书，夏焕强为财务负责人，钟黎达为内部审计负责人，罗冰清为证券事务代表。

JHVEPhoto/iStock Editorial via Getty Images Barely two months after the previous coverage , QuantumScape Corporation ( QS ) made some rebound attempts and justified my buy rating. But now, it appears to be going downhill again from $8 to $7. I can't blame the market for staying wary of this speculative stock. We haven't seen any final product yet as it stays in the shipping and testing phases, although it is starting to transition toward commercialization. Even so, QS is staying true to its promise as it remains on track with its targets. Valuation is still reasonable at this level, and the recent downtrend makes sense. Technicals are flat but appear less weak than in previous years every time it corrected before. QS Stuck At 5 AMH? No. Until now, QS only demonstrates a 5 AH cell. In the past two years, it has shipped B and B1 samples based on this architecture instead of advancing to a larger capacity. In this case, I understand the negative sentiments and skepticism of many investors. And now, the key business risk has already shifted from laboratory and research validation to commercial execution. However, we should understand that this has been its focus since 2024. If you look back at its developments, it was able to scale the manufacturing of the separator from Raptor to Cobra while improving yield and throughput. Aside from shipping samples, it has also prepared for the pilot-line production with the Eagle Line and demonstrated the manufacturability of its samples on OEM and PowerCo. These were proven effective. Moreover, its chemistry is already validated considering its numerous cycle-life and fast-charging tests. On top of that, Cobra has already reportedly provided throughput improvements over past processes. And today, it is integrated into production-oriented sample cells. Technologically speaking, QS is not stuck at 5 AH in the sense that it cannot make working automotive cells. Rather, it faces challenges related to manufacturing millions of QSE-5 at ...

The post What Are Oversold Stocks? by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. The S&P 500 has slipped roughly 4.6% from its recent peak of 7,620 to around 7,265, and that pullback has pushed dozens of large companies into what traders call oversold territory. When a stock falls hard and fast enough, technical indicators start signaling that the selling may have gone too far, and learning to read those signals can help you separate a temporary dip from a genuine decline. What Are Oversold Stocks? Oversold stocks are shares that have dropped so sharply over a short stretch that technical indicators suggest the selling pressure is stretched and a short-term bounce may be coming. The most common yardstick is the relative strength index, or RSI, a momentum gauge that runs from 0 to 100, where a reading below 30 marks a stock as oversold . Oversold describes price momentum, not business value, so a stock can be oversold and still be a poor investment, just as a high-quality company can trade at an oversold reading for entirely temporary reasons. How the RSI Flags Oversold Conditions The standard RSI compares a stock’s average gains to its average losses over the past 14 trading sessions. When losses dominate that window, the reading sinks toward 30 and below, signaling that sellers have been in near-total control. The flip side is an RSI above 70, which marks a stock as overbought and potentially due for a pullback. You can see the indicator at work right now: Trimble carried an RSI of 25.85 on June 11, making it the most oversold name in the S&P 500 during the current market slide, and Benzinga’s latest screen found consumer stocks like Alibaba trading with RSI readings near or below 30 . RSI is one of several momentum tools, and many traders pair it with other day trading indicators such as moving averages or the stochastic oscillator to confirm what they are seeing. Why Stocks Become Oversold The most commo...

Shell pauses $3 billion share buyback Reuters

专题：史上最大IPO本周来袭 马斯克旗下SpaceX拟募资750亿美元 2026 年 6 月 12 日，美国纽约纳斯达克交易大厅，梅耶・马斯克在 SpaceX 首次公开募股（IPO）上市当日到场。 梅耶・马斯克是首位被拍到现身 纳斯达克 、见证 SpaceX 上市的马斯克家族亲属。 马斯克家族与埃隆旗下多家企业渊源深厚，他的弟弟金博尔・马斯克任职 特斯拉 董事会。 责任编辑：郭明煜

Alones Creative/iStock via Getty Images In my last article on Sandisk ( SNDK ) stock, the thesis concluded with a Sell/Exit rating based on the reasoning that its 3,540% rally (at the time) was dependent on a SaaS illusion. In that article, I argued that Wall Street values (incorrectly) Sandisk’s $42 billion remaining performance obligation as fixed-price recurring revenue and does not consider outer-year variable pricing risks. I put forward a theory that peak 78.4% gross margins are a cyclical peak and are inflated by high CapEx starvation and short-term AI KV-cache supply issues. In my opinion (at that time), as compute express link pooling matures, NAND may revert to commodity storage. More so, possible BiCS8 physical scaling limits may trigger a margin-crushing CapEx supercycle, and as spot prices deflate, Sandisk may be exposed to a hard downside reversion. Now, in the current article, I keep my Sell/Exit rating on Sandisk stock as Wall Street euphorically prices (1Y price return of 4,410%+) Sandisk as a quasi-SaaS AI infrastructure single seller. SNDK’s huge ~$278 billion valuation (Ycharts) does not consider the physics of semiconductor manufacturing. The thesis is expanding on new updates (at the Mizuho technology conference ) on the BiCS10 cost-curve inversion, as for the first time in the 3D NAND business, per-bit costs may rise, that may cap the gross margins harder-than-expected. Further, the heavily praised new business models (NBMs) are now leaving ~60% of the supply (FY2027 output) exposed to the unhedged spot market once the short-term supply shocks (due to factors like Samsung's labor strikes ) resolve. Major risks to our bearish thesis include faster-than-expected hyperscaler adoption of high-bandwidth flash that is circumventing system-level integration friction. Ycharts What Can Take Sandisk Stock Price Lower? The first factor on the bearish side is the NBM illusion, which is based on contractual risks and unhedged spot exposure. I do not follow...

SpaceX (SPCX) hits public markets today at a touted $1.75 trillion valuation, and for the first time, investors have to choose between two of Musk's biggest bets - SpaceX and Tesla (TSLA) - rather than just one.

Large UK retailers are hurrying the government to close a tax loophole that they say is helping cheap, Chinese products enter the country. Maddie Parker explains what a crackdown could mean for consumers. (Source: Bloomberg)

格隆汇6月12日｜消息称，伊朗内部的审议和决策程序尚未完成。有关周日在日内瓦签署协议的说法纯属捏造。美股股指期货持续走低，纳斯达克100指数期货日内转跌。

primeimages/iStock via Getty Images PORTFOLIO MANAGEMENT TEAM: Howard F. Ward, CFA, John T. Belton, CFA Portfolio Highlights Total Net Assets: $1.2 Billion NAV (Class I): $118.11 Turnover: (a) 6% Inception Date: 04/10/87 Expense Ratio: (b) 1.08% Click to enlarge (a) For the twelve months ended December 31, 2025. (b) As of the current prospectus dated April 30, 2026. SHARE CLASS (c) SYMBOL Class AAA: GABGX Class A: GGCAX Class I: GGCIX Click to enlarge (c) Another class of shares is available. COMPARATIVE RESULTS Average Annual Returns through March 31, 2026 (a) Total returns and average annual returns reflect changes in share price, reinvestment of distributions, and are net of expenses. Performance returns for periods of less than one year are not annualized. Gabelli Growth Fund QTR 1 Year 3 Year 5 Year 10 Year 15 Year Since Inception(04/10/87) Class I ( GGCIX ) (b) (9.93)% 17.07% 22.44% 10.20% 15.15% 13.65% 11.20% S&P 500 Index (c) (4.33) 17.80 18.32 12.06 14.16 13.29 10.61 Russell 1000 Growth Index (c) (9.78) 18.81 21.18 12.76 16.83 15.33 10.93 Click to enlarge (a) Other classes of shares are available, with different characteristics. For additional information please contact your financial advisor or call 800-GABELLI. (b) The Class AAA Share NAVs are used to calculate performance for the period prior to the issuance of Class I Shares on January 11, 2008. The actual performance of the Class I Shares would have been higher due to lower expenses related to this class of shares. The Fund imposes a 2% redemption fee on shares sold or exchanged within seven days of purchase. (c) The S&P 500 Index is a market capitalization weighted index of 500 large capitalization stocks commonly used to represent the U.S. equity market. The Russell 1000 Growth Index measures the performance of the large cap growth segment of the U.S. equity market. You cannot invest directly in an index. Dividends are considered reinvested. Since inception performance is as of March 31, 1987. Return...