ORCL Stock Tumbles 10% Despite Earnings Beat, But Wall Street Recommends 'Aggressive' Buying On Selloff TradingView

菲律宾国防部长特奥多罗多次发表涉华谬论，损害中方正当利益，破坏中菲两国关系。为维护中国国家主权、安全、发展利益，中方决定，禁止特奥多罗及其配偶、子女入境中国内地和香港、澳门，禁止中国境内的组织、个人与特奥多罗及其配偶、子女进行任何交易、合作等活动。(外交部网站)

Welcome to our guide to the commodities driving the global economy. Today, reporter Will Wade digs into a milestone achieved by an American nuclear startup. The Trump administration has been hailing the “rebirth of America’s nuclear industry” after a reactor startup reached a key milestone . Antares Nuclear Inc. is developing the new and unproven technology for small nuclear power plants, which could be used much more widely than traditional large-scale facilities. They are of particular interest to power-hungry AI data centers. Last week, Antares achieved a self-sustaining fission reaction known as “ zero-power fueled criticality .” It shows the company’s design can produce a steady release of energy — enough for a single LED light bulb for now. But it will be quite some time before this tiny flow of energy can be scaled up to fulfill the US Department of Energy’s boast of a “nuclear renaissance.” “It’s different from proving commercial viability,” says Chris Gadomski, chief nuclear analyst at BloombergNEF. “They’re not going to be creating power tomorrow.” The US nuclear industry has been stagnating for decades. The country has added just three traditional reactors this century. No new commercial-scale projects are under construction today despite great interest from President Donald Trump and several states. The US hasn’t managed to commercialize the small modular reactors, or SMRs, that have tantalized hyperscalers with their potential to provide clean round-the-clock power for AI data centers. No such power plants are installed in the country today. In this context, Antares has taken an unequivocally important step for US efforts to revive its nuclear industry. It is the first company to achieve criticality under an Energy Department program initiated last year after Trump returned to the White House. The goal is to get two more firms to achieve the same thing with their SMR designs by July 4. Oklo Inc., a next-gen nuclear company that includes OpenAI’s Chief E...

世界杯来了。 场上的热度正在发酵，梅、罗双骄“最后一舞”，姆巴佩、亚马尔、贝林厄姆谁能“封王”，共同构成了这个夏天球迷最关切的话题。 而品牌的“暗战”同样热闹。阿迪达斯北美营销副总裁克里斯·墨菲放话“投入规模与声势超过往任何一届世界杯”。 虽然中国队未能参与，但中国品牌已经战力拉满： 瑞幸先后官宣成为西班牙、葡萄牙国家队中国区赞助商，长安汽车成为葡萄牙国家队全球官方合作伙伴，度小满则成为阿根廷国家队中国区官方合作伙伴；追觅邀请C罗担任全球品牌代言人；王老吉官宣代言人哈兰德；蒙牛、B站、联想等先后宣布和本届世界杯唯一中国籍主裁马宁达成合作；联想作为国际足联官方技术合作伙伴，配合世界杯研发了一整套AI工具；海信也连续第三届赞助世界杯，并为赛事国际转播中心、助理裁判执法提供设备。 这一系列动态，再次印证了世界杯在品牌心中的特殊分量。 背后原因不难理解。一方面，这是改制后的首届世界杯，48队参赛、赛程长达39天、横跨三国，品牌纷纷押注背后的“不确定性红利”，希望赛事热度能再创新高。另一方面，过去几年的体育运动热一浪高过一浪，世界杯作为全球覆盖最广、号召力最强的顶级体育IP，依然是链接大众情绪、实现品牌破圈的最佳载体。 然而，变化多意味着更大的风险和压力；赛程长、涉及国家多、文化环境复杂不确定性就更高。当传统营销手段逐渐失效，品牌究竟该如何突破瓶颈？ 纵观本届世界杯营销布局，传统逻辑似乎正在失效，品牌们正呈现出“反常识”的五大全新趋势。 场景营销落地：从场内到场外，用户参与感很重要 最直观的变化，来自球迷的心态和诉求。 新生代球迷的观赛需求早已迭代，看球不仅是关注赛果本身，还追求沉浸式的观赛氛围与专属仪式感： 比起球场上的胜负，和同好相聚、互动、分享情绪的体验过程同样重要。 事实上，过去几年各大品牌和赛事IP的场景化联动已十分成熟，也培养了稳定的观赛习惯。比如青岛啤酒和中超联手打造的“球迷嘉年华”、“球迷共创计划”等活动，每年组织超过200场线下观赛派对，逐步实现了品牌与赛事场景的深度绑定，“青岛啤酒欢聚时刻”的口号也愈发深入人心。 青岛啤酒中超观赛派对 有了这些经验，品牌得以精准抓住用户体验需求，努力完善线上-线下完整观赛场景。 有的品牌更侧重线下沉浸场景搭建， 比如阿迪达斯在洛杉矶、休斯顿、多伦多、纽约等多个城市推出线下球迷实景互动，牢牢锁定球迷注意力。 也有品牌采取 “...

钜泉科技公告，公司2025年度利润分配方案拟每10股派发现金红利3元（含税）不变，派发现金分红总额由3455.45万元（含税）调整为3467.82万元（含税）。此次调整原因为公司发生限制性股票归属登记事项，致使可参与权益分派的股份数量发生变动。公司拟维持每股分配比例不变，对2025年度利润分配方案的分配总额进行调整。

华特气体公告，股东厦门华弘多福、厦门华和多福、厦门华进多福2026年5月14日至6月11日通过大宗交易合计减持239.99万股，占公司总股本1.88%，完成此前披露不超240万股占2%的减持计划；其中华弘多福减持115.99万股，华和多福减持68万股，华进多福减持56万股，华弘多福提前终止减持。

英伟达持续布局医疗领域，此番携手面向医生打造 AI 病历记录应用的初创企业Abridge，联合训练一款医疗专用人工智能模型。两家企业表示，该模型专为临床沟通场景打造，将独家应用于阿布里奇的平台，优化临床决策支持、医疗文书记录等工作。英伟达同时也是阿布里奇的投资方。英伟达医疗健康副总裁金伯利 鲍威尔介绍，这款医疗模型将基于英伟达Nemotron 系列开源模型进行训练。开源模型通常允许用户免费下载和二次修改；而完全开源的模型，还会向使用者开放全部训练数据与代码。鲍威尔表示：“如今我们有机会在模型研发早期，就融入临床专业知识，对现有模型进行针对性优化。”这家初创企业联合创始人兼首席执行官希夫 拉奥博士表示，双方合作期间，阿布里奇将利用脱敏临床数据，对Nemotron系列模型开展进一步训练与定制优化。拉奥称：“通用模型性能强劲，但临床专业能力仍需专项训练、针对性打磨，并结合真实应用场景完成效果评估。这也是我们团队与内摩创团队现阶段的主要试验与工作内容。”(新浪财经)

A Small Win For Free Speech In UK Authored by Steve Watson via Modernity , South Wales Police has shelved plans to record instances of "anti-Muslim hostility" that strayed beyond what officers considered "legitimate" discussion of Islam. The force paused the policy after the Free Speech Union threatened judicial review and Shadow Equalities Minister Claire Coutinho referred it to the Equality and Human Rights Commission. Critics had warned the guidance functioned as a de facto blasphemy law in a country that scrapped such statutes 18 years ago. The climbdown represents a tangible check on efforts to police speech through vague, subjective rules that empower authorities to decide what counts as acceptable criticism of one religion. ?? FSU Victory!! The Free Speech Union has just heard from South Wales Police that it has withdrawn its guidance on "anti-Muslim hostility". The force had effectively adopted its own Islamic blasphemy law, instructing officers to record any conversation that went beyond... pic.twitter.com/aEHeGGuxr5 - The Free Speech Union (@SpeechUnion) June 9, 2026 Earlier this month, South Wales Police directed staff to log comments about Islam that exceeded the force's view of legitimate discourse. Anything beyond that line risked classification as an anti-social behaviour incident - the rebranded term for non-crime hate incidents. Those records could then appear in enhanced DBS checks, affecting employment prospects for teachers, carers and others in regulated roles. The approach effectively "gold-plated" the UK government's March definition of anti-Muslim hostility. While ministers included explicit free speech safeguards stating the definition was not meant to inhibit criticism of Islam or Islamic practices, South Wales Police added its own subjective layer. Officers gained discretion to judge speech on the spot. Free Speech Union General Secretary Lord Young highlighted the danger at the time: "Our concern is that police forces and other public bod...

The largest-ever Canadian corporate bond deal pushed spreads wider and prompted investors to sell existing high-grade debt.

Pre-Market Stock Futures: Futures are trading higher after a dreadful day on Wall Street, when all the major indices traded lower, and we saw the same pattern that has developed over the last week. The “Buy the Dip” traders come in, briefly get an uptick, and a move higher, and the sellers swarm in to ... Here Are Thursday’s Best Wall Street Analyst Research Calls: Callaway Golf, Chewy, CME Group, Danaher, General Dynamics, Intel, SpaceX, Rocket Lab, Toast, and More

Apollo Global Management Inc. is assessing every new investment opportunity in the software industry for AI disruption risk, as asset managers try to quell investor concerns that rapid advances in the technology could make businesses obsolete. Rob Bittencourt , head of thematic investing at the firm, said the firm developed a new framework for assessing risk last year, dividing software into 12 to 14 categories, and ranking them by susceptibility to AI disruption. “We also went through our existing portfolio and overlaid that framework on top of our existing portfolio last year to determine where we might want to move on and minimize our risk,” Bittencourt said on a Bloomberg Intelligence podcast released Thursday. Apollo’s move follows similar efforts by other asset managers to quantify and cut AI-related risk after investor concerns about heavy exposure to software companies dragged shares lower and fueled outflows from the $1.8 trillion private credit industry. Ares Management Corp. in April said it hired an outside consultant to examine software-oriented investments in its largest publicly traded private credit fund. Blackstone Inc. and Blue Owl Capital Inc. conducted internal evaluations of their investments. Bittencourt, who described advances in AI as “probably the most profound platform shift that the industry has ever faced,” said that businesses with workflows easily managed by AI are most at risk. He pointed to data visualization as an example. Apollo also screened businesses that are protected from the threat of AI. Healthcare, for example, is heavily regulated, making it harder for businesses in that industry to adopt AI, Bittencourt said. He said Apollo’s framework also took into account companies’ management and spending on research and development, and the firm looked for managers with “strategic urgency to adapt.” “Are they acting and articulating a strategic vision that has enough urgency that reflects the pace of change that’s occurring in the und...

Bespin Global US, a leading cloud managed services and solutions provider, announced today that CRN®, a brand of The Channel Company, has recognized Bespin Global US at #396 on the 2026 CRN Solution Provider 500 list.

AMD's CEO says AI isn't smart enough to decide which problems are worth solving Windows Central

AMD's CEO says AI isn't smart enough to decide which problems are worth solving Yahoo Tech

The leader of Taiwan’s main opposition Kuomintang met Trump ally Steve Daines and other US lawmakers in Washington on Wednesday. In those talks, KMT chairwoman Cheng Li-wun outlined the party’s position on defence and energy, saying her party did not oppose American arms sales to the island, according to Taiwan’s United Daily News. Her meetings on Wednesday also included talks with Republican representatives John Rose and Chuck Fleischmann, and Democratic Representative Thomas Suozzi. According...

阿波罗私募股权全球副主管安托万·穆法克警告称，私募股权投资者应做好准备，迎接回报率更明显的分化，因为该行业正面临退出延迟多年、估值激进以及4万亿美元未售资产积压的困境。 穆法克在柏林举行的“超级回报国际”会议上对CNBC表示，私募股权资产的平均持有时间已从历史平均约四年翻倍至如今的近八年。 这使得价值4万亿美元的资产积压待售，而发起人面临向投资者返还资本的日益增大的压力。 穆法克称，随着行业消化这些积压资产，资产分配预计将增加——但这对于普通合伙人来说未必是积极结果。 他表示，退出的加速可能暴露出那些以合理估值持有资产的公司与那些估值过高的公司之间的差距。 “这将让那些保守标记资产和激进标记资产的普通合伙人成为焦点，”穆法克说，“我们认为这将导致回报分化、业绩差距扩大，部分私募股权公司将难以在未来筹集资金。” 当被问及如果投资者希望回笼资金，回报水平是否需要走低时，穆法克对CNBC的安妮特·韦斯巴赫表示：“我们拭目以待。” “去年是历史上首次出现发起人退出价格低于资产标记价格的一年。” “系统性的风险管理失败” 他表示，软件领域的压力尤为突出，私募市场公司以高估值和高债务水平大举涌入该行业。 软件行业历史上约占全球收购交易总量的10%，但这一数字目前已膨胀至约40%。 “我们认为，这是整个资产类别中系统性的风险管理失败——将40%的资本投入单一行业，”他说。 穆法克表示，人工智能不会摧毁所有软件公司，但可能降低进入门槛，给增 长和 利润率带来压力，最终使部分退出变得更加困难。“如果你为好的公司支付过高价格、过度加杠杆并以完美预期定价，你也可能做出糟糕的交易，获得糟糕的回报，”他说。 他补充道，阿波罗选择了不同的路径，专注于所谓的“HALO”资产——即重资产、低报废率的企业——这类资产较不容易受到快速技术颠覆的影响。 “我们专注于利用人工智能作为价值创造杠杆，继续收购这些不可颠覆的实体经济企业……在这些企业中，人工智能不仅不是颠覆性威胁，反而真正是价值创造的杠杆，”他说。 责任编辑：张俊 SF065

SpaceX 将于本周五登陆资本市场，这场创纪录 IPO 将检验市场承接意愿。 投资者需要选择信任马斯克，并接受 SpaceX 特殊的企业股权架构与估值逻辑。 大量市场人士对其高达 1.75 万亿美元的目标估值持怀疑态度；也有投资者认为该股上行空间巨大。 2025 年 5 月 27 日，得克萨斯州布朗斯维尔 SpaceX 基地内 多位市场分析人士表示，万众期待的 SpaceX 本周五上市，不仅会成为资本市场标志性事件，更是一场针对埃隆・马斯克领导能力的 “信任公投”。 SpaceX 给出的目标估值高达 1.75 万亿美元，市盈率接近 100 倍。作为对比，芯片巨头英伟达市盈率仅 20 至 25 倍， 苹果 市盈率约 10 倍。 纳斯达克 交易所近期修改了上市规则，放宽门槛，方便 SpaceX 以及其他计划开展巨型 IPO 的企业纳入纳斯达克 100 指数；但标普全球明确表态，不会破例让 SpaceX 提前纳入标普 500 指数。 马斯克将保留多少投票权？ 而投资者还要接受两大特殊条件：超高估值，以及马斯克坚持手握 SpaceX 约 80%-85% 投票权的条款。即便不少持续稳定盈利的上市公司，这种高度集中的创始人控制权，也往往会劝退潜在投资方，尚未稳定盈利的 SpaceX 更是争议重重。 企业软件公司 Appian 首席执行官马特・卡尔金斯周四做客 CNBC《欧洲财经早间直播间》时表示：“这次 IPO 本质就是对埃隆本人的一次信任投票，考验投资者对这位创业者的信任程度。” “当下市场对他的信任度很高，毕竟他过往落地了诸多颠覆性项目，投资者押注他有能力开拓全新赛道，但这笔投资投机属性极强。” “换作是我，不会参与这只新股，也不会去预判它上市后的涨跌。”“航天行业目前仍处在发展早期，不确定性极大，很多投资决策完全基于个人对创始人的信心。从财务估值逻辑来看，现在入局为时过早。” 安本投资发达市场股票主管本・里奇周四发布研报称，本次 IPO 将测试投资者是否愿意接受一种全新上市企业股权模式：超高估值、中小股东治理权限有限，完全押注创始人主导的长远愿景。 他补充道：“这套模式过往确实有成功案例，但从未达到如此庞大的体量。” SpaceX 股价能否触及 330 美元？ 尽管争议不断，大量投资者依旧看多 SpaceX，认为无论上市估值多高，个股短期、长期都具备上涨空间。 新街研究...

欧佩克月报：欧佩克+（包括前成员国阿联酋）5月的原油平均产量为3313万桶/日，较4月下降19万桶/日，主要降幅来自伊朗。

Anduril Industries Inc. Chief Executive Officer Brian Schimpf says the company would "absolutely" consider building its next weapons manufacturing hub outside the US. Speaking to Bloomberg News Editor-in-Chief John Micklethwait at Founders Forum in the UK, Schimpf adds "there's a lot of manufacturing talent that exists" across Europe. (Source: Bloomberg)

Former Amazon Web Services CEO Adam Selipsky will lead the new company, which aims to serve as a single provider for hyperscaler data center, power, and connectivity needs

The relentless desire to jazz things up is to blame for the disappearance of fond favourites. But there’s always pleasure to be found in old-school cakes Sign up here for our weekly food newsletter, Feast I got into a small and pointless argument with a friend recently when she announced that a certain bakery chain (expanding across England with astonishing speed) was the only place in her London neighbourhood where she could buy scones . Surely not, I said. Then I thought about where, if I wasn’t going to make my own (pictured top), I’d find them near my own home, and realised she may have a point. (FYI, fellow N1 folks, Quince Bakery always has them on the counter.) A few days later, I was asked to go on BBC Radio 4 to comment on the decision by Somerset’s Burns the Bread to stop selling iced buns, which naturally made me desperately crave an iced bun. But were there any to be found near me? No. Thankfully, I’ve since realised you can get an excellent example for just £1.60* at Raabs the Bakers on Essex Road in London. But, before this turns into a food guide to my neighbourhood, may I point you in the direction of Ruby Tandoh’s lemon zest-spiked recipe , or Helen Goh’s strawberry finger buns should you also suddenly have a craving for soft, pillowy dough with a crackly smear of sugar on top. Both would be just as good not jazzed up. Continue reading...

With its initial public offering (IPO) just days away, SpaceX recently disclosed a landmark cloud deal with Alphabet 's (NASDAQ: GOOGL) (NASDAQ: GOOG) Google. SpaceX will provide Google with access to a large AI data center built around high-performance GPUs from Nvidia (NASDAQ: NVDA) . Given that SpaceX's core business has long revolved around rockets, satellites, and interplanetary ambitions, the new partnership with Google signals an aggressive expansion into the data center and artificial intelligence (AI) infrastructure arena. Curiously, the deal arrives at a critical juncture: As SpaceX prepares to go public on Friday, investors are demanding proof that the company can generate recurring revenue beyond launch contracts and Starlink subscriptions. Continue reading

Technology-focused Francisco Partners collected more than $18 billion for two private equity funds, capturing its biggest-ever haul despite a challenging time for buyouts. The firm is expected to announce the final close of its flagship fund and a smaller vehicle in the coming weeks, according to people familiar with the matter. The flagship Francisco Partners VIII LP exceeded its $14 billion target, while Agility Fund IV LP surpassed its $4 billion goal, the people said, asking not to be identified because the details are private. Investors in the latest funds include the Nebraska Investment Council , Pennsylvania State Employees’ Retirement System and the California Public Employees’ Retirement System . Francisco Partners raised roughly $17 billion for the prior iterations of the two funds in 2022. A spokesperson for the San Francisco-based firm declined to comment on the fundraising. The rise of artificial intelligence has pressured private equity in recent months, as investors grow wary over the industry’s exposure to firms that are susceptible to AI disruption such as software companies. Prior to the AI boom, private equity firms loaded up on software bets as more companies relied on the cloud and software-as-a-service providers. But the rollout of new AI tools this year has threatened to replace those software services, stoking a market sell-off dubbed the SaaSpocalypse. The panic in the public markets has made it harder to exit private technology bets: The value of such deals plunged 70% in the first quarter , according to Bain & Co., battering an industry that had already been grappling with a years-long deal lull triggered by higher interest rates. In a February interview with Pitchbook on the software selloff, Francisco Partners co-founder Dipanjan Deb said AI will disrupt some parts of the industry but potentially boost other areas. “We have to figure out the implications of this technology for everything else in the ecosystem, and what is likely to get s...

Magellan Aerospace ( MAL:CA ) received approval for its renewal of a normal course issuer bid, allowing the company to repurchase up to ~2.85M common shares over the next 12 months. The program will run from June 15, 2026, to June 14, 2027, and represents up to 5% of the company’s outstanding shares as of June 1, 2026. The company stated the program gives it flexibility to purchase shares in the open market when it believes the stock price does not reflect underlying value. On its previous buyback program, the company repurchased 59,526 shares at a volume-weighted average price of $15.65, out of a prior authorization for 2.85M shares. More on Magellan Aerospace Magellan Aerospace Corporation (MAL:CA) Shareholder/Analyst Call Prepared Remarks Transcript Magellan Aerospace: Strong Buy As Margins Expand And Valuation Gap Persists Magellan Aerospace GAAP EPS of $0.29, revenue of $285.1M Historical earnings data for Magellan Aerospace Dividend scorecard for Magellan Aerospace