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Lattice Semiconductor: Valuation Has Run Further Than Earnings Growth Expectations

Seeking Alpha 📅 05/06 17:29
Brothers91/E+ via Getty Images Shares of Lattice Semiconductor ( LSCC ) have been trading near their highs, being carried higher alongside the rest of the AI and semiconductor complex. This move actually comes as the company announced the acquisition of AMI, one that seems well-structured and takes place at much lower sales multiples, although little has been said about margins here. All in all, I...

Zacks Investment Ideas feature highlights: Micron Technology and Intel

Yahoo 📅 05/06 17:29 INTC.O
Micron surges as AI-driven HBM shortages fuel record growth, while Intel's turnaround and partnerships power a massive stock rally.

Zacks Investment Ideas feature highlights: Micron Technology and Intel - Yahoo Finance

Google 📅 05/06 17:29 INTC.O
Zacks Investment Ideas feature highlights: Micron Technology and Intel Yahoo Finance

“全民公敌” 阿莫迪

36kr 📅 05/06 17:28 MSFT.ONVDA.OMETA.O
2026年春天,达里奥·阿莫迪(Dario Amodei)突然变成了硅谷讨厌鬼。 黄仁勋就差直接点名阿莫迪了,猛烈批评那些不断预言AI将大规模消灭工作的CEO是患上了“上帝情结”:一旦成了CEO,就很容易以为自己什么都知道。奥特曼说阿莫迪用“恐惧”做营销,杨立昆干脆说他不懂技术革命如何影响就业。 就连媒体也开始追问:一个不停警告世界末日的AI大佬,为什么自己还不停下? 阿莫迪得罪人,当然不仅仅是因...

龙虎榜丨东方国信20CM涨停,深股通净买入3.24亿元

格隆汇 📅 05/06 17:28
格隆汇5月6日|东方国信(300166.SZ)今日20CM涨停,换手率30.75%,成交额50亿元。龙虎榜数据显示,深股通买入5.12亿元,卖出1.88亿元,净买入3.24亿元;游资“量化打板”位列买四席位,净买入1.08亿元。上榜席位全天买入9.88亿元,卖出5.03亿元,合计净买入4.85亿元。(格隆汇)

豆包的“付费墙”:AI行业斩杀线逼近

36kr 📅 05/06 17:28 9988.HK700.HKMSFT.O
5月4日,在国民大放假的黄金周,国民级AI应用豆包在App Store页面悄然更新了一段声明,称将“为专业用户推出增值服务”,并明码标价:标准版68元/月、加强版200元/月、专业版500元/月——年费高达5088元。从文本到视频,一道道“付费墙”在2026年春天密集竖起。 而最具戏剧性的场景发生在4月8日——即梦高级会员积分从15000骤降至5870,一小时后又紧急回调至6160。一小时内两次改...

卓然股份:公司因未按期披露定期报告被立案

同花顺 📅 05/06 17:28
卓然股份公告,公司于2026年5月6日收到中国证监会出具的《立案告知书》,因公司未按期披露定期报告,中国证监会决定对公司立案。

LME铜主力合约涨超2%

同花顺 📅 05/06 17:28
LME铜主力合约涨超2%,现报13363.0美元/吨。

COIN260508C00080000 互動股市圖表 | COIN May 2026 80.000 call 股市 - Yahoo 財經

Yahoo 📅 05/06 17:27
COIN260508C00080000 互動股市圖表 | COIN May 2026 80.000 call 股市 Yahoo 財經

U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street

Yahoo 📅 05/06 17:27 AMD.O
U. S. stock futures moved higher on Wednesday after President Donald Trump paused a military initiative aimed at reopening the Strait of Hormuz and signalled progress toward a possible peace agreement with Iran.

U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street - Yahoo Finance

Google 📅 05/06 17:27 AMD.O
U.S. futures rise after Trump pauses Hormuz mission; AMD rallies on AI-driven earnings beat: Dow Jones, S&P, Nasdaq, Wall Street Yahoo Finance

U.S. futures edge higher after Trump pauses Hormuz operation; AMD rallies on AI-fueled results: Dow Jones, S&P, Nasdaq, Wall Street - Yahoo Finance UK

Google 📅 05/06 17:27 AMD.O
U.S. futures edge higher after Trump pauses Hormuz operation; AMD rallies on AI-fueled results: Dow Jones, S&P, Nasdaq, Wall Street Yahoo Finance UK

Japan fires missile in joint drill with US and allies in northern Philippines, facing South China Sea - Reuters

Reuters 📅 05/06 17:27
Japan fires missile in joint drill with US and allies in northern Philippines, facing South China Sea Reuters

Adnoc疑似再度通过霍尔木兹出口LNG

格隆汇 📅 05/06 17:27
格隆汇5月6日|据彭博,船舶追踪数据显示,阿布扎比国家石油公司(Adnoc)似乎成功通过霍尔木兹海峡出口了第二船液化天然气(LNG)。Adnoc旗下“Mraweh”号油轮周三被发现载货出现在印尼北部附近海域,下一目的地显示为日本。该船此前已超过两周未发送位置信号,上一次被发现是在4月19日,当时为空载状态,并停留在霍尔木兹海峡东部入口附近。目前尚不清楚该船是在何处装载燃料。根据航运数据,自2021...

China condemns Eswatini for being 'kept and fed' by Taiwan in travel row - Reuters

Reuters 📅 05/06 17:27
China condemns Eswatini for being 'kept and fed' by Taiwan in travel row Reuters

研报掘金丨华源证券:维持国能日新“买入”评级,创新业务有望迎来机遇

格隆汇 📅 05/06 17:26
格隆汇5月6日|华源证券研报指出,国能日新功率预测客户数量大幅增长,创新业务有望迎来机遇。2025年全年实现营收7.17亿元(同比增长30.5%),实现归母净利润1.30亿元(同比增长39.2%)。截至2025年底公司功率预测服务的新能源电站数量增至6029家(净增1684家),净增数量远超往年。功率预测设备收入和服务电站数量大增或将对后续功率预测服务收入增长提供有效支撑。电力市场化进展加速,创新...

鹏鼎控股:2026年4月营业收入同比增5.09%

同花顺 📅 05/06 17:26
鹏鼎控股公告,公司2026年4月合并营业收入为人民币29.45亿元,较去年同期增加5.09%,上述数据为初步核算,未经会计师事务所审计或审阅,最终以定期报告为准。

Earnings call transcript: bpost Q1 2026 reveals revenue decline amid strategic shifts

Investing 📅 05/06 17:26

Plot Twist: SpaceX, OpenAI, and Anthropic May Deliver a Fatal Blow to the Trump Bull Market Thanks to a New Rule

Yahoo 📅 05/06 17:26 NVDA.O
Investors are about to learn the hard way that popularity does not equate to profitability on Wall Street.

Plot Twist: SpaceX, OpenAI, and Anthropic May Deliver a Fatal Blow to the Trump Bull Market Thanks to a New Rule

Nasdaq 📅 05/06 17:26 MSFT.OAMZN.O
Key PointsThe artificial intelligence (AI) revolution, coupled with record share buybacks, has lifted the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to new heights.

Puma VCT 13 allots 302,656 shares under subscription offer

Investing 📅 05/06 17:25

私人信贷规模飙升至2万亿美元,引发全球金融稳定担忧

新浪 📅 05/06 17:25
核心要点 全球金融监管机构呼吁加强对 近 2 万亿美元 私人信贷行业的监管审查。 金融稳定委员会最新报告警示:私人信贷复杂的放贷结构、数据不透明,可能给银行、保险及资管机构带来潜在风险。 美国市场对私人信贷的担忧情绪升温,涉及软件行业敞口、商业开发公司及个别企业暴雷等多重问题。 图为美国纽约曼哈顿纽约证券交易所交易大厅的显示屏。 全球一家金融监管机构呼吁各国监管层加强对私人信贷行业的审查,并警告:...

Earnings call transcript: Koninklijke Philips misses Q1 2026 EPS forecast

Investing 📅 05/06 17:25

Earnings call transcript: Diageo Q3 2026 shows mixed performance, stock rises

Investing 📅 05/06 17:25

US and Iran closing in on one-page memo to end war, Axios reports

Investing 📅 05/06 17:25

美元跌至伊朗战争爆发以来低点 美伊据报接近就结束冲突达成协议

新浪 📅 05/06 17:25
美元延续稍早跌势,触及中东冲突爆发以来的最低水平, 此前有报道称美国和伊朗接近就结束冲突达成协议。 彭博美元即期指数一度跌0.8%,至2月26日以来低点。 据报道,白宫认为其即将与伊朗达成结束冲突的一页纸谅解备忘录,并为更详细的核谈判设定框架。 报道发布后,美元兑几乎所有主要货币走弱,美国股指期货上涨,油价下跌。 责任编辑:何云

Stocks and bonds rally after Axios reports US Iran closing in on deal

Investing 📅 05/06 17:25

The Spin | Dangerous, decadent, depraved: cricket’s love affair with the cover drive

The Guardian 📅 05/06 17:25
The shot has been described as the purest expression of batting and a destroyer of innings, matches and careers Taunton, 3 April 2026. Somerset are hosting Nottinghamshire, the defending county champions, in their first fixture of the new season and are 20 for two having been sent into bat. It’s murky and cold. The batters wear cable-knit sweaters and the spectators in the crowd have wisely decide...

Warren Buffett Made This Surprising $35 Billion Bet 10 Years Ago, and It Turned into $185 Billion. Is It Still a Buy Today?

Nasdaq 📅 05/06 17:25
Key PointsBuffett is known for favoring long-term investing, holding stocks such as Coca-Cola and American Express for decades.

美的集团:截至2026年4月30日,已回购1574.03万股

同花顺 📅 05/06 17:24
美的集团公告,截至2026年4月30日,公司通过回购专用证券账户,以集中竞价交易方式累计回购公司A股股份数量为1574.03万股,占公司目前总股本的0.21%,最高成交价为82.12元/股,最低成交价为75.58元/股,支付的总金额为12.26亿元(不含交易费用)。
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