vzphotos/iStock Editorial via Getty Images In my last Buy rating on Micron Technology, Inc. ( MU ), the stock was at $820 (check it here ). Less than 15 days have passed, and since then, the stock has been at $980. But in this short period of time, if you followed it, you saw the stock going up a lot, going down a lot (~20%), and now, going up a lot (~10%) again. Therefore, ahead of the next earnings release expected on June 24th, it seems like the perfect moment to resume coverage in an even more cautious way. The market confirmed what I mentioned in my last article, that this is a case that requires high-risk management, since we have on the table both a lot of upside and a strong potential for drawdown. What Explains The Movement Of The Last Few Days? Friday was an intense day; iShares Semiconductor ETF ( SOXX ) fell ~10%, Micron fell ~10%, and Direxion Daily Semiconductor Bull 3X ETF ( SOXL ) fell ~30%. If you look at it from a macro perspective, the trigger was the jobs report , which came in stronger than expected, and consequently, the market increases expectations for inflation and sees higher interest rates (or at least higher for longer). It is not something certain; it is an uncertainty, and if there is more uncertainty, the market becomes more risk-averse. It is also possible to think about it in a more technical way or from a capital flow perspective. You can think that this was a healthy correction for a price consolidation in chip companies, or even think that this was due to traders, hedge fund managers, and similar players selling their positions to take profits and/or eventually have enough capital to buy IPOs such as Space Exploration Technologies Corp. ( SPCX ). It is also possible to explain this from a bottom-up perspective, which I consider my specialty. Looking at the micro side of several companies, many had high expectations and valuations far above average, so—in part—we could say that the market “saw” that this expectation considerably re...

In early trading on Tuesday, shares of Nike topped the list of the day's best performing Dow Jones Industrial Average components, trading up 2.2%. Year to date, Nike has lost about 30.6% of its value. And the worst performing Dow component thus far on the day is Salesforce, tr

专业养老护理机构运营商Ensign集团近日遭遇重大危机。做空机构Hunterbrook Media于6月8日发布报告，指控该公司的商业模式依赖于对患者的不充分护理，同时操纵质量指标来粉饰业绩。 该报告题为“Ensign：建立在致命疏忽之上的养老院帝国”，基于为期五个月的调查。Hunterbrook指控Ensign的利润增长源于旗下设施长期人员配置不足，导致患者护理质量不达标，违反联邦和州法律。报告援引CMS数据分析称，2024年7月至11月间，Ensign旗下设施实际护理时长与所需之间存在500万小时的缺口。若要弥补这一缺口，该时期需额外投入约1.61亿美元，超过该公司全年2.98亿美元的报告净利润。报告还指控Ensign在2024年向其自身关联方支付逾3.39亿美元，约占当年营收的8%。 受此消息冲击，Ensign股价当日下跌13.88美元，跌幅达8.2%，收于156.42美元。盘中跌幅一度超过11%。 截至6月9日，已有多家律师事务所宣布代表投资者展开调查，包括霍华德·G·史密斯律师事务所、Block & Leviton、Frank R． Cruz律师事务所和Ademi LLP。调查核心聚焦于公司是否就护理质量、人员配置合规性及财务状况作出了虚假或误导性陈述。 然而， RBC Capital分析师Ben Hendrix认为，该报告“在本质上具有较强的投机性”，其核心论据依赖于一项“在测量期内并未生效的监管标准”。RBC维持对Ensign的“跑赢大盘”评级及222美元目标价，将此次下跌视为买入机会。 Ensign集团在全美17个州运营334家养老设施，提供逾3.8万张床位，是美国规模最大的专业护理机构运营商之一。该股近期已从5月高点累计下跌约13%。 责任编辑：张俊 SF065

In this article BA Follow your favorite stocks CREATE FREE ACCOUNT Victorville, CA / USA – March 27, 2017: The Boeing Company’s logo on wall of a building at the Southern California Logistics Airport in Victorville, California. Sanfel | Istock Editorial | Getty Images Boeing said on Tuesday that it delivered 60 jets in May, a 33% increase over the same period last year, though fewer than the 81 delivered by European rival Airbus . Boeing's May deliveries included 51 737 MAX jets, the highest number of its popular single-aisle model in one month since restarting production in December 2024 following a strike. Boeing is increasing the 737 production rate from 42 jets a month to 47 per month this summer. The company also booked 27 new orders, including 14 737s that will be converted into military aircraft for an unidentified customer. Lufthansa ordered 10 787s. Boeing also received cancellations for 16 737 MAX orders, resulting in 11 net new orders in May. Boeing has delivered 250 jets through the end of May, including 198 737 MAX jets. May's deliveries included six 787s, which continue to be hampered by certification delays for premium seats, one 777 freighter and one 767 freighter. Boeing has booked 324 new orders through May, with 29 cancellations or conversions, for a total of 295 net new orders. The U.S. planemaker's order backlog was 6,178 at the end of May. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Google's ( GOOG )( GOOGL ) Gemini and Anthropic's ( ANTHRO ) Claude continue their recent trend of gaining ground on OpenAI's ( OPENAI ) ChatGPT, but the Sam Altman-led firm remains dominant in terms of market share, according to BNP Paribas' AI tracker. Gemini's share of worldwide AI chatbot traffic inched up to 29.9% in May compared to 29.4% in April, while Claude visits increased to 9.8% versus 8.8% the month prior. Meanwhile, ChatGPT remained the overall leader with more than 60% of market share, but its share of worldwide visits has steadily eroded as it held more than 90% in early 2025. BNP Paribas pointed to Google's recent deal with SpaceX ( SPCX ) to secure 200MW of compute capacity for $920M per month for up to three years as evidence of significant AI demand. "While the scale of the commitment may raise near-term concerns around capital intensity, we view the investment as strategically prudent given robust cloud backlog growth, accelerating AI adoption, and the significant long-term revenue opportunity across Search, Cloud, and AI-driven products," said BNP Paribas senior analyst Nick Jones in a Tuesday investor report. "Additionally, we believe the structure and economics of the agreement could increase the likelihood that META ( META ) accelerates plans to commercialize its infrastructure through a cloud offering." Overall, AI chatbot web traffic increased 3% month over month in May. More on Alphabet and Anthropic Alphabet's $84.75B Equity Plan Looks Like A Red Flag - It Isn't (For Now) Alphabet: CapEx Pressure Is Real, But The Long-Term AI Opportunity Is Bigger Google TPU V8 Vs. Nvidia: How Inference Is Rewriting The AI Market Google unveils new Gemini 3.5 Live Translate audio model SpaceX-Google cloud deal may point to Microsoft Azure upside: BNP

Intel Foundry to Produce Google AI Chips as TSMC Alternative 조선일보

MoMo Productions/DigitalVision via Getty Images The share of small business owners raising their average selling prices climbed to 36% in May, marking a fresh three-year high, according to data from the National Federation of Independent Business released on Tuesday. While this figure remains well below the extreme pandemic-era peak that exceeded 60%, it represents a notable uptick from the more stable readings that characterized much of 2023 and 2024. This signal carries particular weight as small firms operate closer to the real economy than their large-cap counterparts ( SPY ). When more small businesses are raising prices, it typically indicates that margin pressure persists. The NFIB Small Business Survey lands just as investors are bracing for the May U.S. Consumer Price Index this week, with the report scheduled for Wednesday and forecasts pointing to another acceleration in headline inflation. Kevin Gordon More on the U.S. Economy Downside Risks Rise As Tech Volatility Spikes Markets Rebounding After Friday's Rout Inflation Signal With 87% Hit Rate Is Flashing Again Warsh's first Fed meeting could be pivotal, Siegel says—CNBC interview Markets could test new Fed Chair Kevin Warsh, TS Lombard says

利弗莫尔中概股龙头指数跌幅扩大至1%，报9213.69点。成分股中，奇景光电跌11.31%，大全新能源跌7.39%，希尔威金属矿业跌6.29%，阿特斯太阳能跌5.87%，禾赛跌5.32%。

The Dow Jones Industrial Average was up, while the S&P 500 and Nasdaq Composite were down in late-mo

欧洲股市收盘，欧洲STOXX 600指数下跌0.42%。

Up 300%, Is AMD Stock Still a Buy? The Motley Fool

在线招聘平台ZipRecruiter（纽约证券交易所代码：ZIP）近日宣布推出ZipRecruiter for Claude连接器，将其数百万个职位机会引入Anthropic旗下AI助手Claude，为求职者提供全新的职位发现方式，并进一步拓展ZipRecruiter在AI平台上的布局。 此次推出的连接器围绕可视化、易操作的体验设计，使求职过程更加轻松。用户通过与Claude对话，告知其偏好和工作经验，即可获得来自ZipRecruiter的精选实时职位推荐，并可通过清晰的职位卡片快速浏览薪资、地点、福利等详细信息。求职者还可进一步查看职位详情，并直接跳转至ZipRecruiter完成申请。 ZipRecruiter首席执行官Ian Siegel表示：“AI在改善求职体验方面潜力巨大，我们将始终伴随求职者。优秀的AI求职体验仍依赖于值得信赖的市场平台，这个平台需要拥有真实的雇主、实时的职位列表和深厚的匹配数据。ZipRecruiter三者兼备。通过将我们的市场带入Claude，我们让求职者能够更轻松地从对话走向行动。” 使用该连接器时，求职者首先需在Claude的连接器目录中找到ZipRecruiter并点击连接。随后在聊天中输入职位名称及地点，例如“在纽约市找一份时薪25美元的零售工作”，系统提示时开启ZipRecruiter连接器。用户还可通过薪资、通勤距离、远程工作、经验要求、雇佣类型和发布日期等条件进一步筛选结果，最后在Claude中浏览职位并跳转至ZipRecruiter完成申请。 ZipRecruiter的连接器应用目前已上线Claude连接器目录。公司计划在未来数月内推出更多扩展功能和特性。作为领先的在线招聘平台，ZipRecruiter通过其强大的匹配技术连接求职者与雇主，其移动应用在过去九年间一直位居iOS和Android求职应用评分榜首。 责任编辑：张俊 SF065

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Intel Corporation stock (US4581401001): investors weigh AI chip optimism after sharp move AD HOC NEWS

Yikes! Elon Musk's Robotaxi Fleet Is Smaller Than Pepsi's Doritos Truck Fleet Benzinga

数据安全与AI运营公司Rubrik近日在其Rubrik FORWARD大会上宣布，通过收购身份编排公司Strata.io以及推出自主研发的“身份前滚”技术，扩展其身份韧性产品组合，旨在帮助企业应对日益严峻的基于身份的安全威胁。 身份已成为网络攻击的主要目标。Rubrik Zero Labs的最新研究显示，90%的IT和安全领导者将基于身份的攻击列为首要担忧。然而，当身份提供商遭到入侵时，企业往往面临两难困境：要么回滚到过去的干净状态但丢失合法的业务进展，要么维持被入侵状态任由攻击者的后门存在。 Rubrik首席产品官Anneka Gupta表示：“Rubrik消除了这一两难局面——我们不仅能将身份系统恢复至干净的最新状态以清除攻击者的持久化驻留，还能在主要身份提供商宕机时自动保持身份验证服务的持续运行。” 此次发布的两项核心能力中，身份连续性功能源自Rubrik对Strata.io的收购。Strata专注于身份编排领域，能够在多云、混合云及本地部署环境中统一管理身份与访问管理基础设施，而无需企业重写应用代码。Strata联合创始人兼首席执行官Eric Olden曾参与共同起草SAML身份联合标准，该标准被众多身份提供商广泛采用。通过该功能，当主要身份提供商出现故障或被入侵时，Rubrik可自动故障转移至备用身份提供商，确保关键应用在安全事件期间保持在线。 身份前滚功能则由Rubrik团队完全自主研发，为行业首创。该功能使企业能够将身份系统恢复至最新状态，通过Rubrik智能技术和第三方信号识别、隔离并撤销未经授权的更改，同时完整保留合法的变更记录，如员工入职与离职信息。这可将以往需要数周手动重建身份系统的工作大幅简化。 Rubrik首席商务官Mike Tornincasa表示：“Strata在身份编排方面的工作，加上我们新整合的团队以及对创新和客户影响的共同关注，将定义全球如何实现完整的身份韧性。”此次收购Strata的具体条款尚未披露。Rubrik Identity Roll Forward和Identity Continuity目前均处于私有预览阶段。 责任编辑：张俊 SF065

Laser1987/iStock Editorial via Getty Images Boeing ( BA ) delivered 60 commercial aircraft in May, including 51 of its best-selling 737 Max jets, as the company recovered from a production setback that slowed deliveries earlier this year. The monthly total also included six 787 Dreamliners. While the figure marked a solid month for Boeing ( BA ), it fell short of Airbus ( EADSF ) ( EADSY ), which reported 81 aircraft deliveries during the same period. For investors, aircraft deliveries remain one of the most closely watched metrics because they generate the cash Boeing needs to strengthen its balance sheet and support its recovery from years of manufacturing, safety and quality challenges. The May results suggest the company is making progress in overcoming disruptions that affected deliveries earlier this year, particularly on the 737 Max program. In March, Boeing disclosed that it had identified a wiring issue affecting as many as 25 undelivered 737 Max aircraft, forcing repairs and temporarily slowing customer handovers. The company has since worked through much of that backlog. Boeing booked 27 gross aircraft orders during May, consisting of 17 737s and 10 787s. The manufacturer also recorded 16 cancellations during the month. After accounting for cancellations, conversions and other adjustments, Boeing's net order tally for the year stood at 298 aircraft through the end of May. The company has delivered 250 commercial airplanes so far this year, reflecting a steady increase in output as it seeks to stabilize operations and improve financial performance. More on Boeing, Airbus SE Boeing And Lockheed: SpaceX Hype Isn't Needed For These Buys Boeing: The Comeback Is Real, But Weak Spots Remain Boeing's Turnaround Is Real, But The Stock Already Knows It Airbus sees no wave of order cancellations despite airline industry turmoil U.S. drone boat carries out first sea rescue after Apache helicopter crash near Hormuz

Oracle and OpenAI have a $300 billion deal for Oracle to build out AI data centers. Microsoft owns 27% of OpenAI, but the companies have renegotiated their cloud and licensing deals.

Meera Pandit, Global Market Strategist at JPMorgan Asset Management, discusses expectations for the upcoming U.S. CPI report, forecasting a print above 4%. She highlights that gasoline prices peaked in late May and have been declining, which could lead to reduced energy inflation pressure in subsequent reports. (Source: Bloomberg)

纽约精品投资银行Ensis Partners周二宣布，已选择Intapp DealCloud与Celeste平台，为其快速发展的投资银行业务构建关系与交易管理的基础架构。 Ensis Partners成立于2026年2月，由资深行业专家Richard Shinder与Mark Buschmann共同创立，是一家总部位于纽约的投资银行，专注于重组与破产咨询领域。两位创始人合计拥有超过60年的行业经验，曾供职于PJT Partners、Perella Weinberg、 黑石 集团及花旗等知名机构。公司聚焦中上市场，为复杂资本结构提供包括LME、特殊情况融资、第11章程序和跨境业务在内的全面重组与负债管理咨询。 在业务全面启动之前，公司创始人便认识到建立坚实技术基础的重要性，并迅速着手实施能够随公司发展而扩展的平台。由于两位创始人均曾有过使用DealCloud的经验，包括在先前任职机构中对该平台的评估和部署，Shinder和Buschmann无需评估其他CRM平台便做出了选择。Shinder表示：“我们凭借经验深知优质的客户关系与交易管理基础设施应具备哪些特质，也清楚地认识到DealCloud是最适合我们构建业务的平台。从第一天起就以干净、结构化的数据为基础，意味着我们在成长过程中已为成功奠定基础，而不是日后再去解决问题。” Ensis Partners将利用DealCloud管理其重组业务，全面掌握关系网络、交易管线、相关费用与结构，以及界定重组业务的复杂利益方动态。该平台集成了Celeste，这是Intapp专为金融及专业服务机构打造的代理AI平台，使Ensis能够将创始人的深厚关系网络转化为竞争性资产。通过理解公司交易与关系上下文的AI，专业人员可以通过自然对话将情报投入工作，按需获取洞察，自动从参与文件中提取关键细节，并无需手动输入即可保持数据更新。 为保障DealCloud的顺利部署，Ensis正在与Intapp合作伙伴Monarch合作，后者将利用其成熟的实施流程和实操部署方法，助力Ensis Partners的投资专业人员取得高质量成果和长期成功。Intapp投资银行行业负责人Brian Bissonette表示，很高兴能在Ensis Partners发展如此令人振奋的阶段与其合作，公司创始人带来了重组领域的卓越经验和关系网络，期待帮助他们建立一个智能化、...

U.S. Stocks Move Sharply | Qualcomm (QCOM.US) Drops Nearly 6% as Tech Sector Risk Surges; Goldman Sachs and Barclays Issue Warnings Moomoo

格隆汇6月9日｜现货黄金在涨至日内高点4363.66美元/盎司后一路走弱，现失守4270美元/盎司，日内跌幅1.40%。

The complex is shared by the Ministry of Housing, Communities & Local Government and the Home Office.

If it feels like we're uncomfortably close to the end of this one, that's understandable, but not necessarily a worry.

Key PointsThe stock market has proven predictably cyclical in nature.

Oracle's Cloud Could Accelerate To 94% Growth In Q4 As Capacity Ramps Benzinga

Source: Bloomberg, 0:00

JHVEPhoto Academy Sports and Outdoors ( NASDAQ: ASO ) shares jumped more than 10% to $57.09 on Tuesday after the retailer reported stronger-than-expected fiscal first-quarter 2026 results and raised the low end of its full-year outlook. Before the results, the stock had already delivered a 12.99% YTD return, outperforming the S&P 500's ( SP500 ) 8.18% gain. However, according to a recent Seeking Alpha analysis , investors remained concerned about muted same-store sales and whether rising energy prices could pressure consumer spending. Those concerns eased after Academy Sports and Outdoors posted Q1 sales of $1.44B, up 6.7% YoY, driven by higher customer traffic and larger average ticket sizes. Comparable sales rose 2.9%, while eCommerce revenue climbed 17.4%. New stores also delivered positive, high-single-digit comparable growth. Moreover, adjusted EPS increased 22.4% to $0.93, while adjusted free cash flow improved 14.2% to $121.6M. CEO Steve Lawrence said, "We were pleased with the continued improvement in our results in Q1, with total sales up 6.7%, driven by increases in both traffic and average ticket." Following the strong quarter, the company raised the low end of its 2026 guidance . It now expects net sales of $6.23B-$6.36B and adjusted EPS of $6.40-$6.80. Comparable sales are now expected to range from flat to up 2%, an improvement from the prior outlook of down 1% to up 2%. Moreover, CFO Carl Ford said the updated guidance reflects confidence in the company's growth initiatives but added that management expects consumers to remain under pressure throughout 2026 due to inflation and broader macroeconomic challenges. Despite a Hold-rated 2.75 Quant score, Seeking Alpha analysts and Wall Street maintain a Buy view with a 3.94 rating. More on Academy Sports and Outdoors Academy Sports and Outdoors: Sales Acceleration Supports Further Upside Academy Sports: A 16-Week Momentum Reversal Changes The Thesis (Earnings Preview) Academy Sports: Valuation Discount And...

格隆汇6月9日｜伊朗最高领袖：我们从未寻求战争，也不寻求战争，但我们绝不会放弃我们的合法权利。