Nvidia (NASDAQ: NVDA) dominates many headlines about the booming artificial intelligence ( AI ) market. As the world's largest producer of data center GPUs for training AI algorithms, it's still selling the best picks and shovels for the AI gold rush. Yet over the past 12 months, an oft-overlooked optical networking stock outperformed Nvidia by a wide margin. That stock was Coherent (NYSE: COHR) ,...
Nvidia (NASDAQ: NVDA) dominates many headlines about the booming artificial intelligence ( AI ) market. As the world's largest producer of data center GPUs for training AI algorithms, it's still selling the best picks and shovels for the AI gold rush. Yet over the past 12 months, an oft-overlooked optical networking stock outperformed Nvidia by a wide margin. That stock was Coherent (NYSE: COHR) , which surged more than 400% and crushed Nvidia's near-50% gain. Let's see why the AI tailwinds propelled Coherent's stock higher -- and if it can stay ahead of Nvidia and the other AI leaders. Image source: Getty Images. Continue reading
Apple Inc (NASDAQ:AAPL, XETRA:APC) kicked off its annual Worldwide Developers Conference with what Wedbush analysts are calling the beginning of a foundational AI consumer platform shift, as the iPhone maker delivered on promises made two years ago with a more robust artificial intelligence...
Apple Inc (NASDAQ:AAPL, XETRA:APC) kicked off its annual Worldwide Developers Conference with what Wedbush analysts are calling the beginning of a foundational AI consumer platform shift, as the iPhone maker delivered on promises made two years ago with a more robust artificial intelligence...
Jack in the Box Inc．（ 纳斯达克 代码：JACK）近日宣布，作为其“JACK on Track”计划的一部分，公司将采取一系列措施以减少未偿债务并进一步优化资本结构。 公司计划于2026年6月10日，提前偿还其现有的2019-1系列4.476%固定利率优先担保债券（A-2-II级）中的1.1亿美元，该债券原定于2026年8月到期。此次偿还将通过手头现金及公司持有的人寿保险资产中...
Jack in the Box Inc．（ 纳斯达克 代码：JACK）近日宣布，作为其“JACK on Track”计划的一部分，公司将采取一系列措施以减少未偿债务并进一步优化资本结构。 公司计划于2026年6月10日，提前偿还其现有的2019-1系列4.476%固定利率优先担保债券（A-2-II级）中的1.1亿美元，该债券原定于2026年8月到期。此次偿还将通过手头现金及公司持有的人寿保险资产中的超额资金进行。完成后，加上摊销付款，Jack in the Box在2026年的累计债务削减总额将达到2.36亿美元，未偿证券化债务将减少至约15亿美元。 在上述还款之后，公司旗下的若干子公司计划完成一项再融资交易，预计将发行5亿美元的优先担保固定利率票据和1.5亿美元的可变资金票据，所得款项将用于对2019-1系列A-2级票据、2022-1系列A-2级票据的一部分以及2022-1系列可变资金票据进行再融资，并支付相关交易费用。目前，2019-1系列可变资金票据项下尚无未偿借款。 Jack in the Box执行董事长兼临时首席执行官Mark King表示：“债务削减仍是公司的优先事项，这些行动标志着巩固Jack in the Box财务基础、加速战略执行的又一重要步骤。随着我们持续推进‘JACK on Track’计划，公司正专注于优化资本结构，以增强财务灵活性并实现可持续增长。” 本次再融资发行的完成需满足市场及其他条件，预计将于第三季度完成交割，但公司不保证能够按所述条款成功完成。目前，Jack in the Box在美国24个州、关岛及墨西哥运营及特许经营约2，128家餐厅。 责任编辑：张俊 SF065
Judge Blocks Trump's $100,000 Fee For H-1B Visas Authored by Zachary Stieber via The Epoch Times , President Donald Trump's $100,000 fee for H-1B visas is not legal, a federal judge said on June 8. President Donald Trump speaks before signing an executive order in the South Court Auditorium in the Eisenhower Executive Office Building in Washington on Aug. 5, 2025. Win McNamee/Getty Images The fee ...
Judge Blocks Trump's $100,000 Fee For H-1B Visas Authored by Zachary Stieber via The Epoch Times , President Donald Trump's $100,000 fee for H-1B visas is not legal, a federal judge said on June 8. President Donald Trump speaks before signing an executive order in the South Court Auditorium in the Eisenhower Executive Office Building in Washington on Aug. 5, 2025. Win McNamee/Getty Images The fee for visas for specialty foreign workers "imposes a tax on H-1B petitions without the requisite delegation by Congress, " U.S. District Judge Leo Sorokin said in a 42-page decision. While the president is able to restrict noncitizen entry into the United States, Congress has the power to tax, and federal law does not delegate it, the judge said. He also ruled that the fee violated a law called the Administrative Procedure Act because it was issued without allowing the public to comment before it took effect, and ordered officials to vacate the policy in its entirety. The White House did not immediately respond to a request for comment. The ruling came in response to a lawsuit filed by Massachusetts and 19 other states. They challenged the fee, which Trump announced in September as a way to reduce taxes and bring better people into the country. A different judge in late 2025 had upheld the fee, finding that Trump had the authority to increase the fee from between $2,000 to $5,000 to the $100,000 level. An appeal is pending in that case. This is a developing story that will be updated. Tyler Durden Mon, 06/08/2026 - 15:20
Maximusnd/iStock via Getty Images Transcript Today’s world is shaped by supply. That means the availability of workers, energy and other key materials for economic activity shapes the outlook more than demand for those factors. And mega forces like AI and geopolitical fragmentation are transforming markets and economies, with multiple plausible scenarios playing out. This environment tests how lon...
Maximusnd/iStock via Getty Images Transcript Today’s world is shaped by supply. That means the availability of workers, energy and other key materials for economic activity shapes the outlook more than demand for those factors. And mega forces like AI and geopolitical fragmentation are transforming markets and economies, with multiple plausible scenarios playing out. This environment tests how long-term portfolios have traditionally been built and creating the need for a different approach. 1) Can’t avoid making big calls Markets are increasingly being driven by a few mega forces that are cutting across asset class labels. The result is asset class labels can mask the underlying economic drivers of return and risk. This means asset allocation decisions in this environment are big active calls. This all explains the rising interest in what’s been called a total portfolio approach, or TPA for short. Investors are increasingly thinking in terms of exposures and themes - not just broad asset classes. 2) What is TPA? TPA is inconsistently defined across the industry. But it reflects an approach to building portfolios that allocates capital and risk across the whole portfolio to meet client-specific objectives. This approach defines exposures through underlying economic and factor drivers, looking at public and private markets together. All investments are assessed by their contribution to total portfolio risk and return. 3) A more dynamic framework A scenario-based approach can help investors adapt faster to changing conditions. But it needs a clear framework. That includes internally consistent risk and return assumptions across public and private assets, a plan for blending alpha, factor and index returns, and systematic ways to deal with economic uncertainty. This is especially important when mega forces are driving returns and making almost every portfolio decision an active call. All asset allocation decisions are active calls in today’s investment environment. We t...
The Madao hub of the Pinglu Canal on June 6. Photo: Xinhua China has begun water testing on a $10 billion, 134-kilometer canal in its south, aiming to drastically cut shipping times to Southeast Asia when it opens to navigation in September. The Pinglu Canal connects the Xijiang River to the Beibu Gulf in the Guangxi Zhuang Autonomous Region, creating a direct maritime gateway for southwestern Chi...
The Madao hub of the Pinglu Canal on June 6. Photo: Xinhua China has begun water testing on a $10 billion, 134-kilometer canal in its south, aiming to drastically cut shipping times to Southeast Asia when it opens to navigation in September. The Pinglu Canal connects the Xijiang River to the Beibu Gulf in the Guangxi Zhuang Autonomous Region, creating a direct maritime gateway for southwestern China. The mega-project is the vanguard of a broader wave of provincial canal building across the country, raising concerns among analysts about the risks of mounting local government debt.