随着霍尔木兹海峡对峙加剧，伊朗外长表示他正前往巴基斯坦。巴基斯坦是德黑兰与华盛顿之间的主要调解方。 不过，阿巴斯·阿拉格齐对美伊即将举行第二轮谈判、以结束这场已持续八周战争的猜测泼了冷水。他在社交媒体上发文称，此行目的是“就双边事务与伙伴密切协调，并就地区局势发展进行磋商”。 早些时候，据巴基斯坦知情官员称，他们预计美伊将举行第二轮和平谈判。不过，官员未说明谈判何时举行或将以何种级别进行。 白宫未立即回应有关第二轮和谈是否即将举行的置评请求，也没有迹象显示作为美方首席谈判代表的副总统JD·万斯即将启程前往巴基斯坦。 上述消息发布之际，美国通过实施海上封锁加大对伊朗施压，试图迫使德黑兰同意谈判；与此同时，以色列和黎巴嫩势将把停火延长三周。 在美军拦截两艘试图规避对伊朗港口往来限制的超级油轮后，美国总统特朗普下令美国海军对任何在霍尔木兹海峡布雷的船只开火。 特朗普此举是白宫试图切断伊朗石油出口的一部分，旨在通过经济施压迫使其作出让步，从而推动战争结束。 特朗普在Truth Social上发文称，“我有的是时间，但伊朗没有 —— 时间正在流逝！” 美国国防部长赫格塞思周五表示，第二艘航空母舰将在数日内加入封锁行动。 特朗普的盟友表示，这一封锁将在大约两周内迫使伊朗开始关闭原油生产（这是其外汇收入的主要来源）。摩根大通分析师则认为，美国实现这一目标可能需要接近一个月的时间。 美国的海上行动已导致许多与伊朗相关的船只选择掉头，而不是通过霍尔木兹海峡。不过，船舶追踪公司表示，仍有部分船只正在通过，这可能使伊朗能够更长时间地承受这些限制。 一艘载有伊朗石油、受到美国制裁的超级油轮周五似乎暂停通行霍尔木兹海峡。这条水道的航运仍然几乎陷入停滞；全球约五分之一的石油和液化天然气通常经此运输。 WTI原油期货在每桶95美元附近基本持平，此前一度因和谈预期而下跌最多2.3%。不过，本周油价仍累计上涨近14%，为自3月初战争引发最初飙升以来的最大周涨幅。 白宫将一项航运豁免延长90天，该豁免使石油、燃料和化肥更容易在美国境内运输，这是白宫为应对与伊朗战争相关供应中断所采取的最新举措。 责任编辑：丁文武

Which CPU Company Has Dominated 2026: Intel, AMD, or ARM Holdings? AOL.com

The S&P 500 Index ($SPX ) (SPY ) today is up +0.27%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.10%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...

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美国食品药品监督管理局（FDA）本周宣布，根据总统特朗普4月17日签署的行政令，已启动对迷幻药的优先审评通道，并推动相关药物的重新列管进程。此举旨在为治疗难治性精神疾病开辟新路径，尤其惠及饱受创伤后应激障碍和抑郁症困扰的退伍军人群体。 行政令核心举措：资金、审批与列管三管齐下 特朗普签署的行政令勾勒出一份激进而清晰的路线图： 在资金支持方面，卫生与公众服务部将重新调配5000万美元，用于匹配州政府主导的迷幻药研究项目。得克萨斯州此前已拨款1亿美元用于伊博格碱临床试验，联邦资金的注入将加速此类项目落地。 在加速审批方面，FDA局长被指示为获得“突破性疗法”认定的迷幻药提供“国家优先审评券”，将审批周期从通常的一年以上压缩至“数周”。FDA局长表示：“这符合国家的健康优先事项。” 在重新列管方面，司法部长须在相关药物完成三期临床后，立即启动列管审查程序，以便在FDA正式批准后尽快将其从“附表一”（无医疗用途、高滥用潜力）调整至更低管制级别。 临床进展：合成裸盖菇素冲刺上市 在政策利好推动下，生物技术公司Compass Pathways成为市场焦点。其开发的合成裸盖菇素COMP360已在两项针对难治性抑郁症的三期临床试验中取得积极数据，显示服药后一天内即可见效，疗效可持续至少6个月，且安全性良好。该公司正与FDA就新药申请进行滚动提交，预计有望成为全球首款获批的经典迷幻药。 争议与挑战：科学审慎与政策冒进的拉锯 尽管行政令具有里程碑意义，但医学界对其潜在风险保持警惕。 行政令特别提及的伊博格碱，虽在小型研究中显示对PTSD和成瘾症有奇效，但已知可能导致心律失常甚至死亡。专家警告，绕过常规的严格审查可能使患者暴露于未知风险。 哈佛法学院专家指出，总统虽能影响执法优先权，但无权单方面强制DEA修改药物列管清单，最终仍依赖HHS的科学审查和DEA的法定程序。 结语 此次行政令的签署，正值美以对伊战争引发社会对退伍军人心理健康高度关注之际。随着FDA审批流程的实质提速，以及Compass Pathways等领军企业的临床推进，迷幻药正从实验室边缘地带走向主流精神疾病治疗的前线。然而，如何在“加速创新”与“保障安全”之间取得平衡，仍是监管者面临的终极考验。 责任编辑：张俊 SF065

A proposed bill to allow terminally ill adults in England and Wales to choose to end their lives failed on Friday as parliamentary time ran out, nearly a year since elected members of parliaments gave their backing. Though the Terminally Ill Adults (End of Life) Bill was passed by the House of Commons last June, the UK’s revising chamber, the House of Lords, effectively talked it out since then. Proponents of what has been termed “assisted dying” – sometimes referred to as “assisted suicide” –...

design master/iStock via Getty Images Over the last few months now, things have been really rough for shareholders of Ares Capital ( ARCC ). Even with the yield factored in, the total return for the BDC has been negative to the tune of 8.9% since I reaffirmed it as a ‘buy’ candidate in late January of this year. From that time through today, meanwhile, the S&P 500 has inched higher by 0.8%. This returned disparity is disappointing to say the least. However, in my view, the market is underestimating the potential of the business. It's now currently trading at a discount to NAV, and it is yielding a hefty 10.1% as of this writing. Near term, it is entirely possible that we could see downward pressure. But I believe that, over time, it will turn out to be an attractive prospect that will generate market returns or something even better, especially if my fears about the economy deteriorating proved to be correct. Because of this, I believe that maintaining it as a ‘buy’ candidate makes sense here. Before the market opens on April 28th, management will be announcing financial results for the first quarter of this entity’s 2026 fiscal year variant the good news as we approach that date is that analysts are currently optimistic that revenue and profitability will rise year over year. Naturally, the picture can change and we should always be on the lookout given the nature of this business and how it could change based on the interest rate environment. Checking in on Ares Capital At its core, Ares Capital operates as the largest publicly traded BDC out there. Its focus is on raising capital on the public markets on the cheap, investing that capital into private enterprises that need it, and capturing that spread between the amount that it pays for capital and the amount that it collects from its investments, all in order to generate a positive return for investors. Conceptually, I find this to be an interesting space. And one of the great things about this enterprise is tha...

Amazon.com, Inc. (AMZN): Bill Ackman Is Loading Up on This Stock Insider Monkey

Meta Platforms, Inc. (META): Bill Ackman Opens New Position Insider Monkey

Amazon.com, Inc. (AMZN): Bill Ackman Is Loading Up on This Stock insidermonkey.com

bgwalker/iStock Unreleased via Getty Images Investment Thesis Walmart Inc. ( WMT ) doesn’t need an introduction as it is the second largest wholesale business after having been surpassed by Amazon Inc. ( AMZN ) last year. While Walmart’s business model and stock fundamentals are undeniable, I do think there is a cap in the valuation an investor should pay, even for best in class stocks. And as you can see in the chart below, the PE of Walmart has exploded in recent quarters, and I will explain in this article why it's not justified. Data by YCharts Walmart has outperformed the S&P 500 by a wide margin in the last decade, and as I mentioned it really is a best in class. However it has lagged to its two main competitors, Amazon and Costco Wholesale Corporation ( COST ) in the last decade, and though not by very much thanks to a catch-up spike in the last 12 months. This spike is precisely what made the stock too expensive and could be due for a correction, or at least a prolonged sideways. I expect it to underperform the broader market and rate it therefore a Sell. Total Return of Walmart, Costco and Amazon (Seeking Alpha) Business Environment Overview Walmart was for a long time the traditional wholesale business but it now has to continue adapting to a much different reality where physical scale perhaps matters less and digital experience matters more. Costco’s higher net income per employee of $25K against Walmart’s $10K shows profitability can be optimised by changing the traditional way of doing business (the warehouse and the store are one same space). And, as I mentioned earlier, Amazon has surpassed Walmart in quarterly sales for the first time ever last year as it has amassed more experience (being an online retail business since inception) with the digital part of wholesale. kavout.com Therefore, from my view, both competitors have somewhat an edge in this new market for Walmart, which of course is still a new opportunity for untapped growth. The new Preside...

科威特国防部24日表示，该国北部两个边境哨所遭到来自伊拉克的无人机袭击。袭击未造成人员伤亡。科威特国防部当天在社交媒体平台上发表声明说，两架光纤导引的无人机当天上午袭击了该国北部边境哨所，造成财产损失。声明将此次事件描述为“侵略性袭击”。目前尚无组织宣布制造此次袭击。科威特当地媒体指出，此次无人机袭击事件与近期地区安全局势紧张有关，科威特因设有美军基地，近期多次面临导弹、无人机袭击的威胁。(新华社)

The stock market held near highs this week as Intel and chipmakers offset ServiceNow and software woes. Apple CEO Tim Cook is leaving.

Key PointsAvis Budget was experiencing a short squeeze, which fell apart this week.

在交出远超市场预期的一季度财报后， 英特尔 股价周五盘前飙升逾25%，多家华尔街机构纷纷上调评级与目标价，认为这家曾经的芯片巨头正在AI时代重回增长轨道。 Evercore ISI与花旗率先上调评级 Evercore ISI在财报发布后将英特尔评级从“与大盘持平”上调至“跑赢大盘”，12个月目标价从45美元大幅上调至111美元。该机构分析师指出，推动英特尔反转的三大因素已经显现：增长最快的AI工作负载需要更多CPU算力；新任CEO陈立武修复了资产负债表并执行了可行的竞争策略；英特尔已重回竞争轨道。 花旗集团同样将英特尔评级从“中性”上调至“买入”，目标价从48美元上调至95美元。花旗强调，英特尔拥有独特的地缘政治优势——“美国唯一的领先芯片制造商”，近期与美国政府、英伟达及 特斯拉 的战略联盟将进一步强化这一地位，预计未来将有更多类似合作达成。 多家投行跟进上调目标价 除上述两家机构外，汇丰环球研究维持“买入”评级，目标价从95美元上调至100美元。 瑞银 维持“中性”评级，目标价从65美元上调至83美元。 摩根士丹利 维持“与大盘同步”评级，目标价从56美元上调至73美元。富瑞维持“持有”评级，目标价从60美元上调至80美元。 DA Davidson将目标价从45美元上调至77美元，虽维持“中性”评级，但表示最新的Terafab公告是“证明点”，表明随着美国需要更多国内半导体制造能力，英特尔可能会持续获得客户订单。 业绩超预期，AI驱动CPU需求回升 财报显示，英特尔一季度实现营收136亿美元，同比增长7%，远超分析师预期的124.2亿美元。调整后每股收益0.29美元，而市场预期仅为0.01美元。公司预计第二季度营收138亿至148亿美元，中值远超分析师平均预期的130亿美元。 数据中心与AI业务成为最大亮点，当季营收达51亿美元，同比增长22%。首席执行官表示，AI正从基础模型向推理和代理智能演进，这一变化显著提升了英特尔CPU、晶圆及先进封装产品的需求。公司警告目前仍无法满足所有订单需求，客户订单持续增长，产能缺口仍在扩大。 乐观之余仍有分歧 尽管多家投行上调评级，但华尔街对英特尔的共识仍偏谨慎。数据显示，在覆盖该股的47位分析师中，34位仅给出“持有”评级，仅9位给予“买入”或“强力买入”评级。 摩根大通 维持“减持”评级，目标价仅45美元，较当前股价存在约...

jetcityimage/iStock Editorial via Getty Images AB Volvo ( VOLAF )( VLVLY ) put in a relatively resilient performance in organic terms, ignoring the FX effects from having a significant North American presence and reporting in SEK. While there was some moderation of demand in their end markets, not least because of tariffs where there is plenty of domestic US competition, they are ramping some of their new offerings which we discussed in our previous coverage with production stops now overcome , benefiting from learning economies, while also divesting and discontinuing some less profitable business lines. In terms of mix, there was also a pickup in service as part of revenue, which should be 50%+ higher in margin than the vehicles sales revenue. Results Unadjusted results (Q1 PR) On a headline, unadjusted basis , services shrunk slower than vehicles. On an organic basis service revenues grew 6% organically against flat organic growth for the vehicles business. These positive mix effects accrued over both the heavy construction and trucks business apparently, and lead to an overall expansion in organically adjusted EBIT margin, helped also by some discontinued businesses, such as Rokbak which lost too much scale also due to the Russian market falling out, as well as some other divestments that made the business more lean. Adjusted operating income was down less than 10% thanks to the positive mix effects from discontinuations and general lineup revamp, with the CE mix effects seen in the resilient operating income performance for the segment. Negative pressures on the adjusted income were freight costs, which will climb into the coming quarter on account of the Iran War and higher oil prices likely dominating more of Q2 than they did of Q1, as well as tariff costs which would have pressured margins. There was also a positive effect from net R&D on account of the major developments, concentrated it would seem on Mack Trucks, now in the rear view with the commercialisat...

SvetaZi/iStock via Getty Images Tesla: Still A Buy, But A Different Kind Of Buy Tesla, Inc. ( TSLA ) was down around 3.3% in premarket trading on Thursday after the company's Q1 '26 earnings on Wednesday after market close. After market open, the market didn’t exactly digest the news right away, and the stock was down over 4.6%. Shortly after, Tesla recovered some of the losses, and closed down around 3.5%. Seeking Alpha While the initial market reaction was positive as earnings beat, with the stock up around 4% in after-hours trading, the conversation completely shifted once the company CEO, Elon Musk, talked about capex raises on the earnings call to $25 billion in its AI and robotics push for FY26, ahead of expectations at $20 billion and the FY25 spend at $8.6 billion. For the quarter, capex was also up 67% at $2.49 billion, exactly a billion above last year’s number during the same period. The company will now be in negative cash flow limbo for the coming quarters, and with that priced in, the stock is likely to stay range-bound until management can prove the spend is producing something that looks like a real revenue stream. The market was willing to give Tesla the benefit of the doubt on the top-line beat, but it’s not willing to absorb an unbudgeted capex surprise without a better answer on what the payoff curve actually looks like. Optimus production starts in late July or August, but Elon explicitly said predicting the exit rate is "literally impossible" given 10,000-plus unique parts in a brand-new supply chain. Cybercab production has begun, but initial output will be very slow on what he called a "stretched out S-curve." Semi truck production is imminent, but ramps exponentially "towards the end of the year and certainly next year." Robotaxi is expanding to a dozen states by year-end, but Elon conceded unsupervised FSD revenue “would not be super material this year. But I do think it will be material probably in a significant way next year.” Basically, ...

I can’t stop buying Apple (NASDAQ:AAPL), and the most recent quarter only deepened my conviction. I added shares in March when the stock dipped to $252.82, added again in early April, and I expect to add more before summer. At $273.43 with a trailing P/E of 34, the stock trades at a premium by classical ... This Stock Made Me Buy Again (And Again)

Key PointsHome Depot’s dividend yield of 2.68% provides a healthy source of income.

China Curbs US Investment In Tech Companies After Meta Acquisition Of Manus Following earlier news that China has blacklisted 7 EU defense and aerospace firms over their dealings with Taiwan, Bloomberg reports that China plans to restrict top technology firms, including leading AI startups, from accepting US capital without government approval . Chinese regulators, including the National Development and Reform Commission, have recently instructed several private technology firms to reject U.S. investment in funding rounds unless explicitly approved, ​the report said. The commission - a powerful state planning agency with broad policy-making powers - is now heading a multi-agency probe that includes the Ministry of Commerce into the deal and its repercussions, the people said. AI startups Moonshot AI and StepFun were among the ​companies that received the guidance, the report said, adding ⁠that TikTok owner ByteDance has also been told it should not allow ​secondary share sales to US investors without clearance. The measures are aimed at ​preventing US investors from gaining stakes in sensitive technologies linked to China's national security. The ‌heightened ⁠scrutiny follows Meta's more than $2 billion acquisition of AI startup Manus in 2025, which triggered investigations into foreign investments in Chinese companies and technology exports amid concerns the transaction could spur other startups to move advanced technology ​offshore. At the heart of the post-Manus debate was the way the startup restructured to make a sale to a foreign company possible before any regulatory review in Beijing. Manus was a Singaporean-incorporated firm, but its founders hailed from China. Launched in March 2025, Manus is a general AI agent capable of automating complex tasks, ranging from S&P 500 analysis to drafting sales pitches. A month later, its parent Butterfly Effect raised $75 million in a round led by Silicon Valley’s Benchmark, valuing it at $500 million. The investment trig...

Swerving the child abuse allegations, the new Michael Jackson film is yet another revisionist music movie in a long line. We know what’s in it for their subjects. What about the viewers? As a giant glittering ferris wheel dissolves into a closeup of Michael Jackson’s face, legendary producer Quincy Jones explains to him that what people want is “pure escapism”. Michael, a new biopic about Jackson’s rise to fame directed by Antoine Fuqua, is certainly that: a fantastical greatest hits playlist scrubbed clean of the darkness that tarnished the singer’s reputation. The songs, which were licensed by Sony and the Jackson estate, remain glorious, transporting and indelible. Michael is the latest addition to a new canon of authorised music biopics including films about and featuring the official music of Elton John, Aretha Franklin, Elvis Presley, Whitney Houston, Amy Winehouse, Bob Marley, Robbie Williams, Bob Dylan and Bruce Springsteen. The genre was revived by the success of the 2018 Freddie Mercury biopic Bohemian Rhapsody, which was made with Queen’s involvement and took home four Oscars and $911m at the box office. Never mind that it was dismissed by critics ; the boost it gave to the band’s streaming figures set a new precedent for hungry estate holders keen to cash in – and to control the narrative. Continue reading...

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随着美伊和谈希望重燃以及 英特尔 财报超预期，美股期货周五全线上扬。CNBC名嘴吉姆·克莱默在最新节目中点出十大市场焦点，强调英特尔与Arm的强劲势头，并提醒投资者注意热门股的潜在回调风险。 1． 市场情绪转暖，科技股领涨 克莱默指出，受路透社关于美伊即将在巴基斯坦举行和谈的报道推动，油价与债券收益率双双下行，市场风险偏好显著回升。截至发稿，标普500指数期货上涨0.3%， 纳斯达克 100指数期货大涨1.2%。 2． 英特尔飙涨25%，已成“必买品种” 克莱默对英特尔不吝赞美之词。这家曾经的落寞芯片巨头在陈立武领导下“马力全开”，一季度业绩远超预期——营收136亿美元同比增长7%，数据中心与AI业务营收大增22%至51亿美元——还提前给出了明年的业绩指引。英特尔盘前股价飙升25%，并带动 AMD 和Arm一同走高。克莱默直言，英特尔的股票现在仍然可以买入，AMD和Arm也是如此。 3． Arm成为AI新宠，受益于巨头合作 克莱默特别强调了Arm的战略价值。他指出，Meta Platforms已与 亚马逊 云科技签署多年协议，采购数千颗基于Arm架构的Graviton芯片。随着行业向AI代理时代迈进，CPU的重要性再次凸显，Arm因此成为“货运列车般的强势股”。 4． 宝洁 财报超预期，股价大涨 消费品巨头宝洁公布了超预期的季度财报，营收与盈利双双高于预期，且销量实现一年来首次增长。美妆部门表现亮眼，但理容业务不及预期。利好财报推动宝洁股价盘前上涨超过3%。 5． 霍尼韦尔 ：财报令市场失望 霍尼韦尔周四公布的第一季度财报令投资者感到失望。尽管每股收益2.45美元略高于分析师预期的2.32美元，但营收91.4亿美元低于预期的92.8亿美元。更令市场担忧的是，航空航天部门报告核心销售增长仅3%，低于公司此前给出高个位数增长指引。受中东地缘政治冲突影响，流程板块遭遇1亿至1.5亿美元的不利冲击，预计第二季度利润率将环比收缩90个基点。巴克莱因此下调了霍尼韦尔目标价，股价过去一周下跌约8%。 6． 多佛：业绩强劲，打消克莱默顾虑 工业设备制造商多佛公司交出了一份亮眼的一季度成绩单。财报显示，多佛调整后每股收益为2.28美元，高于市场预期的2.27美元；营收20.5亿美元，超过预期的20亿美元。公司整体订单出货比达到1.20倍，所有业务部门均高于1倍。在航空航天与国防、零售...

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Earnings Call Insights: First Financial Bancorp. (FFBC) Q1 2026 Management View “The first quarter was a busy one as we closed the BankFinancial acquisition, completed the conversion of Westfield Bank and wrapped up the sale of the BankFinancial multifamily loan portfolio,” said (President, CEO & Director Archie Brown). Brown highlighted adjusted profitability at “$0.77” per share and said the company’s net interest margin was “resilient despite the Fed funds rate cut in December,” adding, “Assuming no short-term rate reductions by the Fed, we expect the margin to remain stable in the near term.” Brown said loan growth optics were shaped by acquisitions and ICRE payoffs: “Loan balances increased slightly for the quarter due to the BankFinancial acquisition,” but “excluding the BankFinancial portfolio, loans declined for the quarter” as “extended payoff pressure in the ICRE portfolio” offset production. He also tied the growth setup to pipelines and normalization of payoffs: “Loan pipelines are very healthy, and we expect strong production in the second quarter” and “payoff activity in ICRE [to] approach more normal levels.” “Our net interest margin remains very strong at 3.99%, increasing 1 basis point during the quarter,” said (Executive VP, CFO & COO James Anderson). Anderson attributed the quarter’s balance-sheet changes to acquisition mix and payoffs, noting “end-of-period loan balances increased $71 million, which included $228 million acquired in the BankFinancial transaction,” partially offset by “a $152 million decrease in ICRE balances.” Outlook Brown provided second-quarter ranges and key assumptions: “We expect mid-single-digit loan growth on an annualized basis during the second quarter” and “core deposit balances to remain relatively flat compared to the first quarter.” He guided the margin: “we expect it to hold steady in a 3.99% to 4.04% range over the next quarter, assuming no rate cuts.” Brown guided fee and expense lines: “we expect fee income to b...

Doralin Tunas/iStock via Getty Images It's been about 2 and a half years since the first time I looked at Interface, Inc. ( TILE ), and now that the company has reported its FY25 numbers, I thought it would be a good time to revisit. If you owned it for the last three years, you beat the SPY ( SPY ) by a massive margin. I like the company for the reason that it could provide me further diversification from the AI growth story, as my portfolio is a bit too concentrated there; however, I would like to see some pullback before I commit any capital. The Performance Looking at the company’s top-line performance, we can see that, over the last three years, the company’s revenues began to recover from their lows back in 2024. That was the year when the company’s operations hit an inflection point in revenues due to the world returning largely to normal. A lot more return-to-office and back-to-school activity led to office refresh and stronger demand in other end markets such as education and healthcare. The management specifically called out double billing in education, shared gains in the corporate office, and a stronger healthcare setup as key drivers of the recovery. Seeking Alpha In the latest available quarter, Q4 ’25 , sales grew around 4.2% to $349 million, which missed estimates slightly, but performance was driven once again by Healthcare and Education sectors, with global billings up 215% and 8%, respectively. Going over to the company’s profitability and efficiency, we can see that the company’s margins were in an overall uptrend in the last three years. The company became more profitable across the board, and that is precisely what an investor wants to see. Q4 non-GAAP EPS was around $0.49, which beat estimates by a respectable 9 cents. Gross margins in the last year improved over 200 bps as well, while operating margins went from around 9% to around 10% on GAAP terms. Seeking Alpha Looking at the company’s other key efficiency metrics, we can see the same tren...

Intel Corp (NASDAQ:INTC, XETRA:INL) shares surged 24% to around $83 on Friday following stronger-than-expected quarterly results, with analysts at Wedbush and Jefferies pointing to accelerating AI-driven demand for server chips and improving near-term visibility for the company’s manufacturing...