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Missed Dell's Big Move? These AI Stocks Could Be Next.

Nasdaq 📅 05/03 00:07
Key PointsDell has skyrocketed recently, supported by surging demand for artificial intelligence (AI) servers.

Broadcom (AVGO) Earnings: What to Expect This Quarter - Moomoo

Google 📅 05/03 00:06 AVGO.O
Broadcom (AVGO) Earnings: What to Expect This Quarter Moomoo

Podcast: One country musician is calling for other artists to oppose assault rifles

CNN 📅 05/03 00:06

Russia is 'going backwards' in equipment and deploying post WWII-era tanks, according to Western officials

CNN 📅 05/03 00:06
• Jailed Wall Street Journal reporter Evan Gershkovich denied detention appeal in Moscow • Putin visits Russian troops at military headquarters in Kherson • Watch moment WSJ journalist appears in Russian court

Dominion still has pending lawsuits against election deniers such as Rudy Giuliani and Sidney Powell

CNN 📅 05/03 00:05

一周大事回顧|4月26日至5月2日

无线新闻 📅 05/03 00:05 META.O
【宏志閣收購業權安排】 政府交代宏志閣收購業權安排,最遲六月底有七成半業主確認出售才可啟動。財政司副司長黃偉綸交代248個宏志閣單位業主的初步意向,稱約七成七有意向出售業權,又指若願意出售業權比例太少,不會立法收購。 ➢收購方案細節 ➢黃偉綸強調居民要想清利弊 ➢屋宇署承認大火前無測試棚網樣本 ➢宏昌閣住戶上樓執拾發現大量垃圾 【另類煙禁令生效】 4月30日起,在公眾地方管有指明另類吸煙產品,包括...

阿贝尔阐述伯克希尔投资组合逻辑

格隆汇 📅 05/03 00:01
格隆汇5月2日|阿贝尔就其如何看待伯克希尔庞杂的股票投资组合提供了见解,强调以少数核心持仓为锚的“集中式”策略。他将所谓的“核心四大持仓”——苹果、美国运通、穆迪和可口可乐——视为伯克希尔股票投资的基础。他还指出,伯克希尔在日本商社的大规模持股是投资组合的另一大支柱,并强调对这些公司的长期承诺。在这些核心资产之外,阿贝尔还提到了一些重要持仓,包括美国银行、雪佛龙和谷歌。阿贝尔表示,他正在更积极地参...

Bloomberg This Weekend 5/02/2026

Bloomberg 📅 05/03 00:01
The news doesn’t stop when markets close. Hosts David Gura, Christina Ruffini and Lisa Mateo bring clarity, context and a bit of humor to the weekend’s biggest headlines, LIVE from New York. Joined by The Telegraph Senior Foreign Correspondent Adrian Blomfield, Actor Ben McKenzie, The Points Guy Managing Editor Clint Henderson and GasBuddy Head of Petroleum Analysis Patrick De Haan. (Source: Bloom...

Dig deep! Reform frontbench promotes JCBs after £200,000 donation from firm

The Guardian 📅 05/03 00:00
Nigel Farage, Lee Anderson and Robert Jenrick, among others, have sung the praises of the JCB PotHole Pro Reform UK’s leading figures have repeatedly promoted a new pothole-fixing machine by the construction company JCB, while the party received £200,000 from the British digger maker, the Guardian can reveal. Several Reform politicians including Nigel Farage , Lee Anderson, Robert Jenrick, Zia Yus...

Solar booms in industrial US midwest as energy crisis persists

The Guardian 📅 05/03 00:00
Electricity has become one of the most important commodities in the region thanks to demand from datacenters, Iran war and rising utility charges For decades, the only regular visitors to the Twin Lake Reservoir in Lima, Ohio, were fishers passing hot summer evenings trying to snag a largemouth bass. But today, it’s a hive of activity. Continue reading...

Real estate stocks bounce back to gains in April

Seeking Alpha 📅 05/03 00:00
May Lim/iStock via Getty Images Real estate stocks bounced back to gains in April after recording a loss for the month of March . So far in 2026, the sector is strongly in the positive territory. April saw the broader markets deliver positive returns on the back of a stronger-than-expected March jobs report, a rise in nonfarm payrolls, some ceasefire hopes in the Iran war during the second and thi...

The best AI dictation apps, tested and ranked

TechCrunch 📅 05/03 00:00
AI-powered dictation apps are useful for replying to emails, taking notes, and even coding through your voice

[东吴证券][中矿资源]2026年一季报点评:Q1业绩符合预期,锂价上行带来盈利弹性

东方财富 📅 05/03 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002738 中矿资源 2026年一季报点评:Q1业绩符合预期,锂价上行带来盈利弹性 买入 维持 4.610 19.83 5.800 15.73 能源金属 null

[东吴证券][大金重工]2026年一季报点评:业绩超预期,出口毛利率表现优异

东方财富 📅 05/03 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002487 大金重工 2026年一季报点评:业绩超预期,出口毛利率表现优异 买入 维持 3.150 26.64 4.370 19.24 风电设备 null

[东吴证券][焦点科技]2026年一季报业绩点评:付费会员持续增长未来AI持续变现可期

东方财富 📅 05/03 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002315 焦点科技 2026年一季报业绩点评:付费会员持续增长未来AI持续变现可期 买入 维持 2.030 14.98 2.620 11.62 互联网电商 null

[中银证券][万润股份]2025年及2026Q1业绩改善,新材料布局推进

东方财富 📅 05/03 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002643 万润股份 2025年及2026Q1业绩改善,新材料布局推进 买入 维持 0.400 38.40 0.500 31.60 电子化学品Ⅱ null

[东吴证券][赣锋锂业]2026年一季报点评:锂价上行+权益资源量提升,Q1业绩亮眼

东方财富 📅 05/03 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002460 赣锋锂业 2026年一季报点评:锂价上行+权益资源量提升,Q1业绩亮眼 买入 维持 4.450 19.92 5.350 16.57 能源金属 null

[东吴证券][森马服饰]2026年一季报点评:Q1营收增长良好,利润率显著修复

东方财富 📅 05/03 00:00
股票代码 股票简称 报告名称 东财评级 评级变动 2026盈利预测 2027盈利预测 行业 收益 市盈率 收益 市盈率 002563 森马服饰 2026年一季报点评:Q1营收增长良好,利润率显著修复 买入 维持 0.390 15.50 0.430 14.24 服装家纺 null

Bueno gives Wolves share of spoils after Sunderland’s Ballard sent off for hair pull

The Guardian 📅 05/02 23:59
Sunderland had Dan Ballard sent off for hair pulling as their hopes of European football next season were dented by a 1-1 draw at already-relegated Wolves. Ballard was given his marching orders in the 24th minute by referee Paul Tierney after a check with VAR determined the Sunderland centre-back had tugged at the long braids of Wolves forward Tolu Arokodare. Continue reading...

阿贝尔谈巴菲特投资组合:适时加仓或优化持仓规模

同花顺 📅 05/02 23:58
阿贝尔首度深入阐述了自己对公司庞大股票持仓的看法,强调伯克希尔将采取集中持仓策略,以少数核心标的为基石。他将四大核心重仓股—— 苹果、美国运通、穆迪以及可口可乐,定义为伯克希尔权益投资的根基。他同时指出,集团在日本综合商社的大额持股,是投资组合的另一大关键支柱,并表示会长期持有这类资产。除上述核心仓位外,阿贝尔还提及多只重要持仓,包括美国银行、雪佛龙与谷歌母公司Alphabet。伯克希尔曾在 20...

Trump administration is increasingly ignoring US courts, new analysis shows

The Guardian 📅 05/02 23:58
Critics warn that respect for rule of law could break down as executive branch flouts judicial decisions When a federal judge shot down a Trump administration policy of holding immigrants without bond last December, it seemed like a serious blow to the US president’s mass deportation effort. Instead, a top justice department official insisted the ruling wasn’t binding, and the administration conti...

Imprisoned Iranian Nobel Peace Prize winner in critical condition

NPR News 📅 05/02 23:57
Narges Mohammadi, an Iranian activist and 2023 Nobel Peace Prize laureate, was hospitalized after collapsing in prison. Her family says her condition has deteriorated since a March heart attack. (Image credit: Rune Hellestad)

Here's the Real Problem With Meta's Latest Earnings Report

Nasdaq 📅 05/02 23:56 META.O
Key PointsFirst-quarter revenue grew 33% year over year, the fastest pace in nearly five years.

Top Republicans express concern over Trump plan to withdraw troops from Germany

Investing 📅 05/02 23:54

Organisers challenge Starmer’s threat to ban some pro-Palestine marches

The Guardian 📅 05/02 23:53
PM says there are instances in which he would support bans but organisers say this would ‘strike at root of free speech’ Organisers of pro-Palestine marches have said Keir Starmer’s threat to ban some demonstrations opposing Israel’s actions in the Middle East will “strike at the root of free assembly and free speech” in the UK. On Saturday morning, the prime minister told BBC Radio 4’s Today prog...

伯克希尔保险负责人回应霍尔木兹海峡航运承保问题

同花顺 📅 05/02 23:53
针对霍尔木兹海峡船只航运承保问题,伯克希尔保险业务负责人阿吉特直言核心只看定价。这类地缘风险承保变量复杂、不可控因素多,行业普遍难以精准定价承保。伯克希尔小幅参与相关项目布局,已设定自身可接受的舒适价格区间,但目前尚未出具任何正式保单,条款与风控条件仍在微调优化。相关承保决策仍任重道远,只有价格、风险、条款全部匹配自身风控标准,才会落地正式承保动作,坚持不迁就市场、只遵从自身定价与风控纪律。

Miami Grand Prix: F1 sprint race and qualifying updates – live

The Guardian 📅 05/02 23:53
️ F1 qualifying updates from 9pm BST ️ N orris takes Miami sprint pole | Mail Philip Button, who has a world title, confident that George Russell will be competitive come main qualifying as the Mercedes driver pursues a championship of his own. The heat is on in Miami. Drivers kept as cool as they can be by umbrellas as the cars receive their last touches. Jenson Button probably quite happy to not...

Steam Machine may get full HDMI 2.1 support, AMD confirms plans for full AMDGPU implementation - VideoCardz.com

Google 📅 05/02 23:53 AMD.O
Steam Machine may get full HDMI 2.1 support, AMD confirms plans for full AMDGPU implementation VideoCardz.com

阿贝尔:已经注意到一些杰出的公司 但目前没有足够的兴趣去收购

同花顺 📅 05/02 23:51
伯克希尔CEO阿贝尔表示,伯克希尔确实有注意到一些杰出的公司,未来会进行评估。但他指出,目前这些公司的定价,结合经济前景和风险,“我们还没有足够的兴趣去收购,我们需要更多时间去做准备。”

阿贝尔如何看待伯克希尔庞大的股票投资组合

新浪 📅 05/02 23:50
专题:巴菲特2026年股东大会重磅来袭 2026 年 5 月 2 日周六,美国内布拉斯加州奥马哈,参会者抵达伯克希尔・哈撒韦年度股东大会现场。 格雷格・阿贝尔出任首席执行官后的首个季度,伯克希尔现金储备飙升至 历史新高 ,达 3970 亿美元。 阿贝尔首度阐释了自己对公司 庞大股票投资组合 的管理思路,强调将采取 集中持仓 策略,以少数核心重仓股为基石。 他提出所谓 “四大核心持仓”: 苹果 、美...
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