Key Points Monster stocks are defined by endurance and compounding power, not early-stage discovery, and Amazon, O’Reilly Automotive, and Nike all fit that profile. Each company is supported by a distinct structural growth engine, from Amazon’s multiplatform ecosystem, to O’Reilly’s benefit from an aging vehicle fleet, to Nike’s global brand strength and pricing power. The key risk for all three is long-term structural change rather than business failure, including regulation for Amazon, the EV transition for O’Reilly, and margin pressure and competition for Nike. 10 stocks we like better than Nike › "Monster stock" is usually shorthand for a company that has compounded at exceptional rates for years, and still has plenty of runway left. It's the kind of name you regret for not owning earlier: think Tesla or Nvidia. Today, three consumer-facing companies fit that mold across very different parts of the wallet, and each one holds up when you project the business 20 years out -- even if you missed the early innings. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Amazon Amazon (NASDAQ: AMZN) is the most obvious of the three and the easiest to underestimate because it has been a market darling for so long that investors assume the growth math no longer works. Its first-quarter 2026 results suggest otherwise. AWS revenue grew 28% year over year to $37.6 billion (the fastest AWS growth in 15 quarters); the chips business surpassed a $20 billion revenue run rate growing in triple digits; advertising trailing-12-month revenue exceeded $70 billion, and stores unit growth hit 15%, the highest since the late stages of pandemic-era demand. The 20-year case for Amazon is not really about retail or even cloud in isolation. It is about a company that has built four distinct, high-margin growth engines -- Ama...

文章提及标的 纽约时报 -- 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

财联社5月24日讯（记者 方彦博） 全球供给端骤然收紧，国际市场价格应声走高，但国内报价不涨反降。近期，MDI的国内外行情分化走势引发投资者关注。 财联社记者从产业链处了解到，本周，科思创美国子公司正式发布不可抗力通知，对北美地区所有MDI系列产品实施供应限制，覆盖聚合MDI、纯MDI及改性MDI全品类，涉及建筑保温、汽车制造、家电等所有终端应用市场；同时，陶氏化学MDI装置同样受一氧化碳、氯气原料供应不足影响生产受限。 “叠加此前亨斯迈路易斯安那州盖斯马MDI装置的检修，上述因不可抗力、原料受限和检修因素导致北美地区受影响的MDI装置涉及产能合计超过110万吨，占全美MDI总产能的比重近7成。”化工产品贸易商告诉财联社记者。 事实上，在此次宣布不可抗力之前，由于原材料等因素的影响，市场对北美地区的MDI的供给紧张已有所反应。前述人士介绍，4月末，科思创便已宣布将全球MDI产品每吨上调600美元，日本东曹也自5月起将MDI系列产品价格上调80日元/公斤以上，折合美元约500美元/吨。在不可抗力触发后，北美地区MDI现货价格单日甚至曾一度出现单日跳涨500-800美元/吨的情况。 但就在海外供给紧张发酵之际，国内MDI市场非但未跟涨，反而持续走低，与国外行情呈现出较大“温差”。 隆众资讯数据显示，截至本周五，山东地区国产聚合MDI价格约18200元/吨，国产纯MDI价格约23100元/吨，较上一日分别下跌500元/吨和100元/吨。 在业内人士看来，行情背离背后，下游供需与国际贸易间的传导成为核心原因。 前述人士表示，眼下MDI市场经历了金三银四的传统旺季，冰冷行业需求开始转弱，TPU、浆料等行业开工率降低也直接减少了对纯MDI的采购力度。终端订单释放有限，下游工厂普遍观望为主，仅维持刚需小单采购，不愿建立库存，导致市场成交氛围清淡。 “更为重要的是，由于关税等问题，目前，北美市场无法直接通过中国产品来弥补供应缺口，更多是依赖欧洲和亚洲其他地区的货源，中国产品则需等待欧洲或亚太地区市场需求缺口的出现，这也需要一定时间。”前述人士进一步表示。 需要指出的是，虽然MDI市场近期相对冷清，但生产企业的仍旧维持着较高的利润水平。根据隆众资讯测算，参考原材料和产品价格，近3个月以来，聚合MDI大型装置的理论生产利润可达4500元/吨，较一季度平均值提升近50%。

国内外券商机构在联想集团业绩发布后数小时内给出一致判断——联想集团的AI转型正在将行业最大的成本压力，转化为估值重估的驱动力。 当全球科技公司都在为存储芯片涨价叫苦时，联想集团董事长杨元庆只说了一句话："我们说到做到。" 5月22日，联想集团发布2025/26财年第四季度及全年业绩。截至2026年3月31日的第四财季，营收接近1500亿元人民币，同比增长27.1%，为近20个季度最高增速；调整后净利润同比翻番；全年营收5899亿元人民币，同比增长20.3%，调整后净利润增速约为营收增速两倍。AI相关业务收入第四财季同比增长84%，占集团总营收比例升至38%；全年AI收入同比增长105%。 财报发布后，联想集团股价直接跳开，盘中不断强劲上行，22日报收15.75港元，股价创上市以来历史新高；涨逾18%，涨幅创下26年来新高。 这份业绩发生的背景，是在行业公认迄今最剧烈的一轮存储成本冲击之下。杨元庆在当天媒体发布会上直接点题："在IDG和PC业务，我们在供应紧张、价格上升的情况下，也兑现了承诺——继续保持了增长，继续保持了业绩领先的盈利能力，市场份额创下新高，和第二位甚至是拉开了更大的差距。"他补充，联想集团有信心，在两年内将整体营收规模提升至1000亿美元以上，"而且能进一步改善盈利"。 这并非寻常的业绩发布措辞。上一财季，面对分析师关于存储涨价的质疑，杨元庆曾说"困难方显英雄本色"。他当时的承诺，成了此次业绩的量化基准。 在一场存储短缺中，不同参与者的处境由其在供给链上的结构性位置决定。美光、SK海力士作为供给侧原厂，正经历利润率飙升至历史高位；微软、Meta作为最大买家，被迫大幅追加资本支出并仍面临产能制约；AMD将内存短缺写入了风险披露；多数消费电子和中低端PC厂商，利润空间被直接蚕食。 过去，存储更多被理解为PC和服务器制造中的成本项。现在，随着AI推理、企业数据治理和高性能检索需求上升，存储正在成为AI基础设施解决方案的一部分。联想一方面仍要面对上游存储涨价带来的成本压力，另一方面也能通过AI服务器、整柜系统和企业级存储方案，承接客户资本开支扩张带来的订单机会。 联想集团第四财季及全年的超预期业绩，显示它同时扛住了前者，并开始兑现后者。 这也是券商机构集中上修预期的原因。市场过去更容易把联想集团视为PC公司，对ISG亏损给予折价；本次财报之后，ISG开始用收...

Copeland Capital Management LLC decreased its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 5.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 86,082 shares of the iPhone maker's stock after selling 4,726 shares during the quarter. Copeland Capital Management LLC's holdings in Apple were worth $23,402,000 at the end of the most recent reporting period. Several other large investors also recently added to or reduced their stakes in AAPL. Norges Bank purchased a new stake in Apple in the 2nd quarter valued at $38,942,255,000. Nuveen LLC purchased a new stake in Apple in the 1st quarter valued at $17,472,482,000. Laurel Wealth Advisors LLC grew its holdings in Apple by 20,464.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after buying an additional 26,937,401 shares in the last quarter. Northern Trust Corp grew its holdings in Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after buying an additional 20,079,472 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in Apple by 14.3% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 104,706,358 shares of the iPhone maker's stock valued at $26,220,566,000 after buying an additional 13,137,968 shares in the last quarter. 67.73% of the stock is currently owned by hedge funds and other institutional investors. Get Apple alerts: Sign Up Analyst Upgrades and Downgrades Several analysts have issued reports on AAPL shares. Phillip Securities upgraded Apple from a "moderate sell" rating to a "hold" rating in a report on Sunday, February 1st. BNP Paribas Exane raised Apple from a "neutral" rating to an "outperform" rating and set a $300.00 target pri...

Canandaigua National Trust Co of Florida increased its holdings in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 64.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,508 shares of the computer hardware maker's stock after acquiring an additional 6,456 shares during the period. NVIDIA comprises approximately 1.9% of Canandaigua National Trust Co of Florida's portfolio, making the stock its 12th biggest holding. Canandaigua National Trust Co of Florida's holdings in NVIDIA were worth $3,079,000 at the end of the most recent quarter. Several other institutional investors also recently modified their holdings of the business. Oakwell Private Wealth Management LLC grew its holdings in shares of NVIDIA by 39.4% in the fourth quarter. Oakwell Private Wealth Management LLC now owns 59,486 shares of the computer hardware maker's stock valued at $11,094,000 after acquiring an additional 16,818 shares in the last quarter. Financial Life Advisors bought a new position in shares of NVIDIA in the fourth quarter valued at approximately $211,000. W.G. Shaheen & Associates DBA Whitney & Co grew its holdings in shares of NVIDIA by 11.8% in the fourth quarter. W.G. Shaheen & Associates DBA Whitney & Co now owns 193,451 shares of the computer hardware maker's stock valued at $36,079,000 after acquiring an additional 20,382 shares in the last quarter. Shaker Investments LLC OH grew its holdings in shares of NVIDIA by 3.5% in the fourth quarter. Shaker Investments LLC OH now owns 68,222 shares of the computer hardware maker's stock valued at $12,723,000 after acquiring an additional 2,292 shares in the last quarter. Finally, Rachor Investment Advisory Services LLC bought a new position in shares of NVIDIA in the fourth quarter valued at approximately $450,000. 65.27% of the stock is owned by institutional investors. Get NVIDIA alerts: Sign Up NVIDIA Trading Down 1.9% NASDAQ...

DeepSeek最近动作频频。 先是5月22日，彭博社爆出他们正在推进700亿元人民币的融资，投前估值高达450亿美元。 同一天，DeepSeek官宣V4-Pro API永久降价75%——把促销价直接焊死成正价。 一边向投资人要钱，一边向开发者让利。这操作，多少有点让人迷糊。 那么问题来了，DeepSeek到底要靠什么赚钱，而且还要赚很多很多钱？ 毕竟，AGI可不是能口嗨出来的。 这正是x博主@bookwormengr最近研究的一个狠问题。 他在长文《DeepSeek's 10 trillion USD grand strategy》中提出一个非常大胆的判断：DeepSeek真正的星辰大海，可能不是卖编程套餐，不是卖语音助手，而是参与塑造一个价值10万亿美元级别的AI硬件生态，并在这个生态里冲击万亿美元级估值。 仔细读完@bookwormengr的这篇万字长文，你会发现：梁文锋不是疯子，他是棋手。 而且是高手，他下的是一盘价值10万亿美元的棋。 英雄之旅 一场反共识的技术长征 回顾DeepSeek的成长轨迹，用「英雄之旅」来形容不为过。 在所有人都在堆Dense模型、卷参数量的时候，DeepSeek去啃最难训的MoE（混合专家模型），用更少的计算量撬动更高的智能。 别人用PPO做强化学习，他们从第一性原理出发，发明了更便宜的GRPO算法。 别人还在讨论RLHF的天花板，他们已经跑通了RLVR（基于可验证奖励的强化学习），把推理能力拉上了新台阶。 MLA、DSA（解耦稀疏注意力）、mHC（流形约束超连接）、CSA和HCA——这些都不是论文里的花拳绣腿，每一项都在回答同一个问题：怎样在有限的硬件条件下，榨出最大的AI算力？ 英雄从来不是一开始就知道自己的使命。他在路上不断战斗、不断发现，最终找到了自己的终极宿命。 DeepSeek的宿命，从来都不是卖API套餐。 一道有趣的数学题 KV Cache的秘密 让我们从一个具体的数字开始讲这个故事。 打开kvcache.ai的在线计算器，输入100万token上下文、8bit KV精度、16bit索引精度，你会看到一组让人瞠目的对比：DeepSeek V4仅需5.48GBHBM。 相比之下，其他顶级开源模型则动辄需要60GBHBM。 注意，DeepSeek V4是一个1.6万亿参数的模型，体量远大于其他开源模型，KV Cach...

正川股份公告，公司控股股东正川投资与安景立成签订了《股份转让协议》，正川投资拟通过协议转让方式向安景立成转让其持有的公司1512.04万股无限售条件流通股，占公司当前总股本的10.00%，转让总价款为人民币2.99亿元。本次协议转让过户前，正川投资持有公司股份5907.77万股，占公司当前总股本的39.07%；本次协议转让过户后，正川投资持有公司股份4395.74万股，占公司当前总股本的29.07%。

US President Donald Trump said a peace deal with Iran was nearing completion and that the reopening of the strategic Strait of Hormuz would be announced shortly, even as an Iranian media outlet cast doubt on the claim. “An Agreement has been largely negotiated, subject to finalization between the United States of America, the Islamic Republic of Iran, and the various other Countries,” Trump wrote Saturday in a social media post . Axios reported the pact would involve a 60-day extension of the current ceasefire, during which the strait would be reopened and Iran be allowed to sell its oil. Further negotiations would follow on Tehran’s nuclear program, Axios said, citing a US official. The draft also stipulates that the parallel war between Israel and Iranian-backed Hezbollah in Lebanon would end — a step Israel may be reluctant to endorse. Iran’s semi-official Tasnim news agency reported some of the same details and elaborated on others, including a possible waiver of oil sanctions that would extend to petrochemicals. There were, however, mixed signals from Tehran on the state of negotiations. Iranian officials have said talks with the US on ending fighting are progressing, and that other key points of contention could be ironed out later. But the semi-official Fars news agency early Sunday dismissed Trump’s claim of an imminent deal as “far from reality.” It didn’t cite anyone. The future status of the Strait of Hormuz, through which a fifth of the world’s oil and liquefied natural gas typically flow, remains pivotal. Its effective closure in the wake of the US and Israel launching their war on Iran on Feb. 28 has spurred a global energy crisis, piling economic pressure on governments far from the Middle East. Read More: US Reaches Limit of Sanctions Power in Targeting Iran’s Economy The Islamic Republic wants to levy ships transiting the strait and is urging the US to release a “significant portion” of its assets that are frozen overseas. It’s also rejecting demand...

伊朗法尔斯通讯社24日报道称，伊朗与美国正努力敲定的谅解备忘录草案内容包括：美国及其盟友承诺不对伊朗及其盟友发动任何攻击；相应地，伊朗也承诺，自己及盟友不会对美国及其盟友发动先发制人的军事行动。美国总统特朗普23日在社交媒体发文称，美国与伊朗已基本谈成一份协议，有待美伊双方及相关国家最终敲定。（新华社）

The Premier League comes to an end on Sunday with Arsenal having already won the league, but safety and spots in Europe are still on the line. Before the final games of the season, we want to test your knowledge of everything that has happened in the 2025-26 campaign. Try out our quiz to see how much you can remember about this season's Premier League.

格隆汇5月24日｜南玻A(000012)发布异动公告，公司目前没有玻璃基板业务，不存在相关业务及收入。公司关注到近期资本市场对玻璃基板概念关注度较高，根据同花顺2026年5月22日数据，玻璃基板概念指数当日的涨幅4.18%，玻璃玻纤概念指数当日的涨幅6.46%，相关板块市场表现活跃。公司股票价格短期波动较大，存在市场情绪过热、非理性炒作情况，敬请广大投资者务必充分了解二级市场交易风险，理性决策，审慎投资。

和泰机电股票交易异常波动的公告，公司关注到市场对公司业务讨论涉及“机器人应用”“机器人”相关概念，公司澄清如下：公司主营业务为物料输送设备的研发、设计、制造和销售，主要产品包括板链斗式提升机、胶带斗式提升机等多系列输送设备及其配件，主要应用于水泥建材、港口、钢铁、化工等行业，输送各类粉状、粒状和块状物料。近年来，公司主要针对产品生产加工过程进行自动化、智能化改造，并未涉及机器人及相关零部件的生产制造业务，公司产品亦未应用于机器人领域。

格隆汇5月24日｜据CCTV国际时讯，伊朗塔斯尼姆通讯社今天透露了伊美之间可能达成的谅解备忘录的相关内容，包括在所有战线结束战争，华盛顿将在谈判期间豁免对伊朗石油的制裁，霍尔木兹海峡可通行船只数量将在30天内恢复到战前水平。报道称，伊朗尚未就其核计划接受任何行动，并为霍尔木兹海峡相关程序设定了30天期限，为核谈判设定了60天期限。此外，伊朗被冻结的部分资金必须在第一阶段释放。

亞冠籃球東亞區資格賽 南華113比103擊敗領航猿奪冠 【有線新聞】亞冠籃球聯賽東亞區資格賽，南華決賽擊敗桃園璞園領航猿奪得冠軍。 首戰賽事就入分區決賽，南華5人得分雙位數，賽後當選MVP的楊和攻入24分，這支香港代表最多拋離18分下，以113比103擊敗領航猿，奪得東亞區冠軍。

Palantir Technologies Inc remains in the spotlight after its latest quarterly results and continued AI demand. Investors are watching how the data analytics specialist converts strong US government and commercial momentum into sustainable growth and profitability. Palantir Technologies Inc has stayed in the headlines after publishing its most recent quarterly figures and updating investors on demand for its artificial intelligence and data analytics platforms. The company continues to emphasize growth in both US government and commercial segments, according to its latest earnings release and subsequent commentary, which kept market attention on the stock in the weeks that followed, as reported by Palantir investor relations as of 05/2026 and covered by Reuters as of 05/2026. As of: 24.05.2026 By the editorial team – specialized in equity coverage. At a glance Name: Palantir Palantir Sector/industry: Software, data analytics, artificial intelligence Software, data analytics, artificial intelligence Headquarters/country: Denver, United States Denver, United States Core markets: US government, allied governments, commercial enterprises US government, allied governments, commercial enterprises Key revenue drivers: Data analytics platforms, AI-enabled software, long-term government contracts Data analytics platforms, AI-enabled software, long-term government contracts Home exchange/listing venue: New York Stock Exchange (ticker: PLTR) New York Stock Exchange (ticker: PLTR) Trading currency: US dollar (USD) Palantir Technologies Inc: core business model Palantir Technologies Inc develops software platforms that help organizations integrate, manage and analyze large and complex data sets. Its products are designed to support mission-critical decisions in defense, intelligence, public safety and corporate environments, and the company positions itself as a provider of data-driven operating systems for enterprises and public institutions. In recent years, Palantir has increa...

Cannon Capital Management Inc. acquired a new stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 12,158 shares of the computer hardware maker's stock, valued at approximately $2,267,000. NVIDIA makes up about 2.0% of Cannon Capital Management Inc.'s investment portfolio, making the stock its 14th largest position. A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Heritage Investment Group Inc. lifted its position in NVIDIA by 5.1% during the fourth quarter. Heritage Investment Group Inc. now owns 10,558 shares of the computer hardware maker's stock valued at $1,969,000 after acquiring an additional 508 shares during the last quarter. Joseph Group Capital Management purchased a new stake in NVIDIA during the fourth quarter valued at approximately $474,000. Wagner Wealth Management LLC lifted its position in NVIDIA by 47.9% during the fourth quarter. Wagner Wealth Management LLC now owns 13,944 shares of the computer hardware maker's stock valued at $2,601,000 after acquiring an additional 4,519 shares during the last quarter. Canandaigua National Trust Co of Florida lifted its position in NVIDIA by 64.2% during the fourth quarter. Canandaigua National Trust Co of Florida now owns 16,508 shares of the computer hardware maker's stock valued at $3,079,000 after acquiring an additional 6,456 shares during the last quarter. Finally, Oakwell Private Wealth Management LLC lifted its position in NVIDIA by 39.4% during the fourth quarter. Oakwell Private Wealth Management LLC now owns 59,486 shares of the computer hardware maker's stock valued at $11,094,000 after acquiring an additional 16,818 shares during the last quarter. 65.27% of the stock is currently owned by institutional investors. Get NVIDIA alerts: Sign Up NVIDIA Trading Down 1.9% NASDAQ NVDA opened at $2...

Key Points Many people use a fixed withdrawal rate for their retirement savings. That approach could increase your risk of running out of money. A better approach is to adjust your spending downward during market declines. The $23,760 Social Security bonus most retirees completely overlook › Saving for retirement might seem like a tough thing -- until you get to retirement and realize you need to somehow stretch that money over 20 or 30 years. Suddenly, you've got a new challenge on your hands -- making sure the retirement savings you worked so hard to build don't run out on you. To that end, you'll often hear that you need a solid withdrawal strategy. That could mean following the famous 4% rule or taking another approach. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But sticking to a fixed withdrawal rate throughout retirement could actually put your savings at risk. And there's one key thing you should aim to do to avoid that fate. Pay attention to market conditions and adjust When the market is performing well, sticking to the withdrawal rate you've landed on may be a perfectly reasonable thing to do, provided that rate isn't overly aggressive. For example, if you decide to follow the 4% rule and take 4% of your savings out during strong or even flat market years, you shouldn't be putting your nest egg at too much risk of running out of money. It's when you tap your portfolio as usual when the market is down that's much more of a problem. And if you don't lower your spending during market declines, you could end up with a big problem on your hands down the line. Let's say your portfolio loses 20% of its value during a market crash, but you keep withdrawing the same amount you did when the market was up. In that situation, you're typically selling investments at lower prices to generate the ...

华海诚科公告，股东天水华天科技股份有限公司持有 340.03万股，占 2.40%，拟因自身资金需求自 2026年 5月 28日至 2026年 8月 27日通过集中竞价及大宗交易减持不超过 340.03万股。其中集中竞价方式不超 141.97万股，占 1.00%，任意连续 90日内不超 1.00%；大宗交易方式不超 198.06万股，占 1.40%，任意连续 90日内不超 2.00%。减持价格按市场价格确定。

Cypress Asset Management Inc. TX grew its position in Apple Inc. (NASDAQ:AAPL - Free Report) by 1.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 110,719 shares of the iPhone maker's stock after acquiring an additional 1,716 shares during the quarter. Apple comprises about 6.6% of Cypress Asset Management Inc. TX's portfolio, making the stock its 2nd largest position. Cypress Asset Management Inc. TX's holdings in Apple were worth $30,100,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. raised its stake in shares of Apple by 0.4% in the first quarter. Vanguard Group Inc. now owns 1,400,790,809 shares of the iPhone maker's stock valued at $311,157,662,000 after acquiring an additional 5,005,297 shares during the period. State Street Corp raised its stake in shares of Apple by 0.9% in the second quarter. State Street Corp now owns 601,249,995 shares of the iPhone maker's stock valued at $123,358,461,000 after acquiring an additional 5,224,229 shares during the period. Geode Capital Management LLC raised its stake in shares of Apple by 1.4% in the second quarter. Geode Capital Management LLC now owns 354,749,794 shares of the iPhone maker's stock valued at $72,506,336,000 after acquiring an additional 4,942,638 shares during the period. Norges Bank purchased a new stake in shares of Apple in the second quarter valued at $38,942,255,000. Finally, Northern Trust Corp raised its stake in shares of Apple by 13.3% in the fourth quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock valued at $42,918,365,000 after acquiring an additional 20,079,472 shares during the period. Hedge funds and other institutional investors own 67.73% of the company's stock. Get Apple alerts: Sign Up Analysts Set New Price Targets Sever...

南玻A发布异动公告，公司目前没有玻璃基板业务，不存在相关业务及收入。公司关注到近期资本市场对玻璃基板概念关注度较高，根据同花顺2026年5月22日数据，玻璃基板概念指数当日的涨幅4.18%，玻璃玻纤概念指数当日的涨幅6.46%，相关板块市场表现活跃。公司股票价格短期波动较大，存在市场情绪过热、非理性炒作情况，敬请广大投资者务必充分了解二级市场交易风险，理性决策，审慎投资。

金盾股份公告，持股1444.88万股(占3.55%)的特定股东方正证券－西藏信托－浦顺5号集合资金信托计划－方正证券赢策316号定向资产管理计划拟于2026年5月28日至2026年8月27日，以大宗交易和集中竞价方式合计减持不超1219.56万股(不超3%)，其中集中竞价不超406.52万股(1%)，大宗交易不超813.04万股(2%)。

Key Points Cava is hitting on all cylinders and has a long expansion opportunity. However, the stock looks priced for perfection. 10 stocks we like better than Cava Group › Shares of Cava Group (NYSE: CAVA) rose after the Mediterranean-cuisine restaurant operator saw robust same-store sales growth and raised its full-year guidance. The stock is up nearly 40% year to date, but still down close to 10% over the past year. Let's take a closer look at the company's latest results and prospects to see if now is the time to buy shares. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Strong growth After a tough 2025, as its same-store sales growth slowed due to lapping the introduction of its hugely popular grilled steak option in 2024, Cava is back with a vengeance in 2026. Its comparable restaurant sales surged 9.7% in the first quarter, led by a 6.8% increase in traffic. Meanwhile, the company had a 1.4% price increase in January, saying it wasn't concerned with rivals' discounting. The same-store sales growth was a huge jump from the 0.5% increase it saw in Q4. Overall revenue for the quarter surged 32% year over year to $434.4 million. It opened 20 new locations in the quarter, bringing its total to 459, a 20% increase versus a year ago. The company continues to expand, with a focus on Midwestern markets. It slightly raised its outlook for new restaurant openings to 75-77, up from a prior estimate of 74-76 this fiscal year. Its goal is to have at least 1,000 restaurants by 2032. Its restaurant-level margins came in at 25.1% in the quarter, unchanged from a year ago. Restaurant-level margins measure how profitable a chain's individual restaurants are before corporate costs. It expects a 2026 restaurant-level margin of between 23.7% and 24.3%. On the profitability front, Cava's adjusted earnings before...

Citizens Financial Group Inc. RI raised its position in Amazon.com, Inc. (NASDAQ:AMZN - Free Report) by 0.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 680,067 shares of the e-commerce giant's stock after buying an additional 5,668 shares during the quarter. Amazon.com accounts for 2.1% of Citizens Financial Group Inc. RI's holdings, making the stock its 10th biggest holding. Citizens Financial Group Inc. RI's holdings in Amazon.com were worth $156,973,000 at the end of the most recent reporting period. A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Amazon.com by 1.1% in the 1st quarter. Vanguard Group Inc. now owns 832,274,556 shares of the e-commerce giant's stock valued at $158,348,557,000 after buying an additional 8,913,959 shares in the last quarter. State Street Corp grew its holdings in shares of Amazon.com by 2.0% during the 3rd quarter. State Street Corp now owns 381,681,441 shares of the e-commerce giant's stock worth $83,805,794,000 after purchasing an additional 7,584,156 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Amazon.com by 1.7% during the 2nd quarter. Geode Capital Management LLC now owns 216,717,657 shares of the e-commerce giant's stock worth $47,332,625,000 after purchasing an additional 3,721,658 shares in the last quarter. Norges Bank acquired a new stake in shares of Amazon.com during the 2nd quarter worth $27,438,011,000. Finally, Northern Trust Corp grew its holdings in shares of Amazon.com by 0.3% during the 1st quarter. Northern Trust Corp now owns 97,379,134 shares of the e-commerce giant's stock worth $18,527,354,000 after purchasing an additional 302,858 shares in the last quarter. 72.20% of the stock is owned by institutional investors and hedge funds....

Axxcess Wealth Management LLC increased its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 86.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 154,349 shares of the chip maker's stock after purchasing an additional 71,629 shares during the quarter. Axxcess Wealth Management LLC's holdings in Intel were worth $5,695,000 as of its most recent SEC filing. A number of other hedge funds have also recently made changes to their positions in INTC. Sivia Capital Partners LLC lifted its stake in shares of Intel by 271.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 34,201 shares of the chip maker's stock worth $766,000 after purchasing an additional 25,001 shares during the last quarter. United Bank purchased a new stake in shares of Intel during the 2nd quarter worth $205,000. Gamco Investors INC. ET AL lifted its stake in shares of Intel by 12.3% during the 2nd quarter. Gamco Investors INC. ET AL now owns 13,737 shares of the chip maker's stock worth $308,000 after purchasing an additional 1,508 shares during the last quarter. NewEdge Advisors LLC lifted its stake in shares of Intel by 29.6% during the 2nd quarter. NewEdge Advisors LLC now owns 158,277 shares of the chip maker's stock worth $3,545,000 after purchasing an additional 36,116 shares during the last quarter. Finally, Sei Investments Co. lifted its stake in shares of Intel by 9.9% during the 2nd quarter. Sei Investments Co. now owns 828,352 shares of the chip maker's stock worth $18,556,000 after purchasing an additional 74,838 shares during the last quarter. 64.53% of the stock is currently owned by hedge funds and other institutional investors. Get Intel alerts: Sign Up Intel News Summary Here are the key news stories impacting Intel this week: Positive Sentiment: Intel introduced its Core Ultra Series 3 processors for edge AI and robotics , a product update that highlights progress in its AI ...

Envestnet Portfolio Solutions Inc. boosted its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 59.1% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 34,790 shares of the chip maker's stock after purchasing an additional 12,927 shares during the period. Envestnet Portfolio Solutions Inc.'s holdings in Intel were worth $1,284,000 at the end of the most recent quarter. Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Winch Advisory Services LLC grew its position in Intel by 28.3% during the 4th quarter. Winch Advisory Services LLC now owns 966 shares of the chip maker's stock worth $36,000 after purchasing an additional 213 shares during the period. Focus Financial Network Inc. grew its position in Intel by 2.1% during the 4th quarter. Focus Financial Network Inc. now owns 10,788 shares of the chip maker's stock worth $398,000 after purchasing an additional 223 shares during the period. Successful Portfolios LLC grew its position in Intel by 2.6% during the 4th quarter. Successful Portfolios LLC now owns 8,715 shares of the chip maker's stock worth $322,000 after purchasing an additional 223 shares during the period. Orca Investment Management LLC grew its position in Intel by 0.5% during the 4th quarter. Orca Investment Management LLC now owns 50,697 shares of the chip maker's stock worth $1,871,000 after purchasing an additional 229 shares during the period. Finally, Jeppson Wealth Management LLC grew its position in Intel by 1.1% during the 4th quarter. Jeppson Wealth Management LLC now owns 21,236 shares of the chip maker's stock worth $784,000 after purchasing an additional 229 shares during the period. 64.53% of the stock is owned by institutional investors and hedge funds. Get Intel alerts: Sign Up Analyst Upgrades and Downgrades Several equities research analysts have weighed in on the company. Northland Securities increased their...

Danske Bank A S increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 9.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,620,258 shares of the e-commerce giant's stock after acquiring an additional 723,784 shares during the quarter. Amazon.com makes up 4.6% of Danske Bank A S's investment portfolio, making the stock its 4th largest position. Danske Bank A S owned approximately 0.08% of Amazon.com worth $1,989,728,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other institutional investors and hedge funds have also bought and sold shares of the stock. Lifelong Wealth Advisors Inc. grew its position in Amazon.com by 2.4% during the 4th quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant's stock worth $402,000 after acquiring an additional 41 shares during the last quarter. Financial Connections Group Inc. grew its position in Amazon.com by 2.6% during the 4th quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant's stock worth $376,000 after acquiring an additional 42 shares during the last quarter. Marquette Asset Management LLC grew its position in Amazon.com by 5.1% during the 4th quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant's stock worth $205,000 after acquiring an additional 43 shares during the last quarter. Western Financial Corp CA grew its position in Amazon.com by 1.5% during the 4th quarter. Western Financial Corp CA now owns 3,076 shares of the e-commerce giant's stock worth $710,000 after acquiring an additional 44 shares during the last quarter. Finally, Cadence Wealth Management LLC grew its position in Amazon.com by 3.5% during the 3rd quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant's stock worth $292,000 after acquiring an additional 45 shares during the l...

Fifth Third Bancorp lifted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 0.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,980,058 shares of the e-commerce giant's stock after purchasing an additional 18,324 shares during the period. Amazon.com comprises about 2.9% of Fifth Third Bancorp's portfolio, making the stock its 7th largest holding. Fifth Third Bancorp's holdings in Amazon.com were worth $918,677,000 at the end of the most recent quarter. Several other institutional investors and hedge funds have also recently modified their holdings of the business. Danske Bank A S increased its stake in shares of Amazon.com by 9.2% in the 4th quarter. Danske Bank A S now owns 8,620,258 shares of the e-commerce giant's stock valued at $1,989,728,000 after purchasing an additional 723,784 shares in the last quarter. Danica Pension Livsforsikringsaktieselskab increased its stake in shares of Amazon.com by 22.1% in the 4th quarter. Danica Pension Livsforsikringsaktieselskab now owns 2,093,835 shares of the e-commerce giant's stock valued at $483,299,000 after purchasing an additional 378,914 shares in the last quarter. Uptick Partners LLC increased its stake in shares of Amazon.com by 5.1% in the 4th quarter. Uptick Partners LLC now owns 23,787 shares of the e-commerce giant's stock valued at $5,490,000 after purchasing an additional 1,148 shares in the last quarter. Vantage Point Financial LLC increased its stake in shares of Amazon.com by 7.9% in the 4th quarter. Vantage Point Financial LLC now owns 11,687 shares of the e-commerce giant's stock valued at $2,698,000 after purchasing an additional 851 shares in the last quarter. Finally, Payne Capital Management LLC increased its stake in shares of Amazon.com by 2.7% in the 4th quarter. Payne Capital Management LLC now owns 3,957 shares of the e-commerce giant's stock valued at $913,000 after purchasing an additiona...

Danica Pension Livsforsikringsaktieselskab raised its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 22.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,093,835 shares of the e-commerce giant's stock after acquiring an additional 378,914 shares during the quarter. Amazon.com makes up approximately 7.0% of Danica Pension Livsforsikringsaktieselskab's holdings, making the stock its 3rd biggest position. Danica Pension Livsforsikringsaktieselskab's holdings in Amazon.com were worth $483,299,000 at the end of the most recent quarter. Several other hedge funds also recently made changes to their positions in the business. Lifelong Wealth Advisors Inc. grew its stake in shares of Amazon.com by 2.4% during the 4th quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant's stock worth $402,000 after acquiring an additional 41 shares in the last quarter. Financial Connections Group Inc. grew its stake in shares of Amazon.com by 2.6% during the 4th quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant's stock worth $376,000 after acquiring an additional 42 shares in the last quarter. Marquette Asset Management LLC grew its stake in shares of Amazon.com by 5.1% during the 4th quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant's stock worth $205,000 after acquiring an additional 43 shares in the last quarter. Western Financial Corp CA grew its stake in shares of Amazon.com by 1.5% during the 4th quarter. Western Financial Corp CA now owns 3,076 shares of the e-commerce giant's stock worth $710,000 after acquiring an additional 44 shares in the last quarter. Finally, Cadence Wealth Management LLC grew its stake in shares of Amazon.com by 3.5% in the third quarter. Cadence Wealth Management LLC now owns 1,328 shares of the e-commerce giant's stock valued at $292,000 after buying an additiona...