JPMorgan Chase & Co. ’s trading desk is taking a cautious view toward US stocks following the selloff that erupted at the end of last week. The markets are likely to remain choppy in the near-term, given that investors may continue to sell some of the tech stocks that surged during the recent rally, said Andrew Tyler , the bank’s head of global market intelligence, who cut his near-term view on stocks from bullish to “tactically cautious.” There’s also the risk that bond yields could move higher after this week’s inflation data as traders position for the Federal Reserve ’s next rate decision on June 17. “Stocks may take a couple weeks to find their footing,” he wrote in a note to clients. US equities edged up Monday, rebounding slightly from the sharp selloff that raced through the market on Friday. That hit tech stocks particularly hard, with the Nasdaq 100 Index tumbling nearly 5%, its deepest drop since President Donald Trump ’s April 2025 tariff rollout sent markets into a tailspin. Tyler said the strength of the economy and corporate earnings will continue to support the bull market in stocks, saying “we do feel comfortable buying the dip.” But he said it “makes sense to leg into a position over the course of this week and next” because of some factors that are exposing the market to the risk of an “imminent pullback.” He cited bond market volatility, position unwinding, a potential pullback from the AI trade and elevated equity issuance among them. He said he’d grow bearish on stocks if coming inflation data pushes bond yields higher and negative earnings reports rekindle the tech-stock selloff. But there’s also the potential for a bullish shift if there’s an advance toward ending the US-Iran war that would ease worries about inflation. “These variables would aid a bullish reaction, but we want to reiterate our underlying investment hypothesis that strength of the underlying fundamentals, micro and macro, point to stocks needing to be owned,” Tyler wrote.

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Paris-Aligned Climate MSCI USA ETF (Symbol: PABU) where we have detected an approximate $138.5 million dollar outflow -- that's a 5.4% decre

From high-altitude training to made to measure kits, teams have resorted to all manner of things to adapt to conditions at the tournament • Predict the winner | Daily podcast | Download our app The heat and the altitude worried everybody. The 1970 World Cup in Mexico would not be a normal one. So the Bulgarian authorities sent their squad south of Sofia to get used to playing several thousand feet above sea level. Which seemed a great idea until somebody noticed that the temperature in the Pirin Mountains was not in the mid-20s celsius as it is in Mexico but somewhere near freezing. How then could they replicate the effect of playing in intense heat? By restricting water intake so that the players got used to performing while dehydrated. The plan was not a great success. Bulgaria lost their first two World Cup games in 1970 and had already been eliminated by the time they drew with Morocco. It’s safe to assume that preparations for this World Cup will be rather more sophisticated than they were 56 years ago. Most countries back then seemed to take the view that training at altitude was the logical way to prepare for games in Mexico City, Monterrey and Guadalajara. Israel went to Ethiopia and Colorado. Uruguay played in Quito and Bogotá. Mexico themselves held a five-month training camp that featured 13 friendly internationals in four months before a pair of games against the Scottish side Dundee United. This is an extract from Soccer Desk: World Cup edition, a newsletter from the Guardian US that will run regularly during the tournament. Subscribe for free here. Continue reading...

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the State Street Materials Select Sector SPDR ETF (Symbol: XLB) where we have detected an approximate $508.8 million dollar inflow -- that's a 7.0% incre

Oracle and Adobe headline this week's earnings calendar as investors weigh AI spending, business outlooks and the start of the Q2 reporting cycle.

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the JPMorgan Ultra-Short Income ETF (Symbol: JPST) where we have detected an approximate $499.1 million dollar inflow -- that's a 1.3% increase week over

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the ProShares UltraShort Bloomberg Crude Oil (Symbol: SCO) where we have detected an approximate $227.7 million dollar outflow -- that's a 16.2% decreas

Embraer CEO of Commercial Aviation Arjan Meijer speaks to Bloomberg at the International Air Transport Association (IATA) conference on rising costs, continued demand and tariffs impact within aviation. (Source: Bloomberg)

Source: Bloomberg, 0:00

知情人士表示，Alphabet旗下的 谷歌 已向 英特尔 下单，要求其在2028年生产超过300万个张量处理单元（TPU）。 报道称，英伟达也在评估英特尔的技术是否可用于制造将四颗图形芯片整合为单一单元的处理器，尽管该公司尚未向英特尔下单。 受首席执行官陈立武领导下业务稳步好转的迹象推动，英特尔股价在早盘交易中上涨逾9%，今年迄今涨幅有望进一步扩大至近169%。 谷歌自研AI芯片的潜在订单将提振英特尔的代工业务，而该公司正试图夺回因多年管理失误而输给 台积电 的芯片制造霸主地位。 受人工智能热潮推动，芯片需求激增，导致台积电难以满足充足的供应。产能短缺已促使多家主要人工智能芯片设计公司转向英特尔。 eMarketer技术分析师雅各布·伯恩表示，这一消息“证明了AI领域的巨头们正争相分散供应链，而该供应链目前仍高度集中于台积电。” 自陈立武接任以来，英特尔已从特朗普政府、英伟达和 软银 处获得了数十亿美元的投资。 英特尔还成功将 特斯拉 作为其下一代14A制程的首个主要客户，为埃隆·马斯克在奥斯汀规划的先进AI芯片综合体“Terafab”项目生产芯片。 一位官员上月表示，特朗普政府也一直在努力为英特尔争取业务。 “除了常规的多元化需求外，谷歌和英伟达比以往更有动力与英特尔合作。支持英特尔就是支持美国本土制造，这对与美国政府的关系至关重要，”D.A.Davidson分析师吉尔·卢里亚表示。 上月有报道称，经过一年多的密集谈判，英特尔已与 苹果 达成初步协议，将为苹果设备生产部分芯片。 与此同时，谷歌一直致力于将其自研AI芯片打造成英伟达主导的GPU的可行替代方案，其张量处理单元（TPU）的销售已成为推动公司云业务收入增长的重要动力。 责任编辑：李桐

Europe's push to cut its reliance on U.S. Big Tech with EU-made technologies and chips ‌could shut out other non-EU players from the European market, trade ‌bodies representing tech companies in Australia, Canada and Japan warned on Monday. The warning by the Tech ​Council of Australia, the Canada EU Trade and Investment Association, the Japan Association of New Economy and tech lobbying group CCIA came a week after the European Commission proposed laws to boost homegrown cloud, AI and chip industries and ‌cut dependence on U.S. tech ⁠giants such as Google and Microsoft.

Why Did Micron Stock Bounce Back Today? Yahoo Finance

AMD Expands UK AI Investment GuruFocus

格隆汇6月8日｜费城半导体指数涨幅扩大至6%，创盘中新高，上周五曾大幅下跌10%。

Alphabet GOOG Stock 2026 Outlook: Strong AI Momentum Makes It a Buy for Long-Term Investors International Business Times Australia

With roots in Armenia, Syria and Saudi Arabia, the singer-songwriter now lives in the US. But despite her Carole King-style sound, her homelands are never far from her mind The title song to Azniv Korkejian’s fourth album as Bedouine, Neon Summer Skin, recreates a perfect day from childhood. “Being taken to the pool, where my only worry is being dragged away when the sun’s setting,” she says, calling from Los Angeles. “Later on, mom and dad wash me in the tub and put me to bed.” Steeped in dreamy 70s soft pop, the track isn’t merely an exercise in nostalgia. “I wanted to paint a picture of what it’s like to feel safe,” she says. “So much of the record is about not having the luxury to not consider your own safety. I think about this a lot when it comes to the children in Palestine and Lebanon, who are not afforded that right.” The conflicts that have ravaged the Middle East are context for Neon Summer Skin, but the album’s themes of displacement, identity and insecurity – wrapped in the deceptively soft sound of 1970s-style MOR pop – are also personal. Korkejian’s family are Armenian, but she and her parents were born in Syria, while her brothers were born in Saudi Arabia, where the Korkejians lived, “on a US compound that was like a gated community”, until 1995. That year, unnerved by the proximity of the recent Gulf war, the family successfully applied for the green card lottery and relocated to the US. “And thank God, because we would eventually have had to return to Syria,” Korkejian says. “I don’t know what would have happened to us then.” Continue reading...

格隆汇6月8日｜据央视，以色列国防部长卡茨就此轮以伊冲突作出首次正式表态。他表示，以军将继续在黎巴嫩对黎真主党采取军事行动，并在该组织袭击以色列时打击贝鲁特南郊达希耶地区。卡茨称，任何针对以色列北部社区的袭击都将引发以方对达希耶地区的打击，该地区将与以色列北部社区“受到同样对待”。卡茨还表示，以色列“完全拒绝伊朗的威胁”，并称伊朗若试图将黎巴嫩与伊朗挂钩并袭击以色列，将遭到“强力回应”。

Equity Supply Surge: What Historically Comes Next Authored by Lance Roberts via RealInvestmentAdvice.com, This past week, the market hit an all-time high. At the same time, Alphabet (GOOG) told investors it would raise $80 billion by selling stock to fund its AI buildout, and the shares fell about 4% on the news. Within days, SpaceX is reportedly set to price one of the largest IPOs ever attempted. If you want a live picture of an equity supply surge meeting a market priced for perfection, you’re looking at it. The question isn’t whether the equity supply is coming. It’s what happens after it lands. A reader sent me two charts this week. The first, below, shows U.S. equity issuance climbing since 2023. The second chart below matters more, and we’ll get to it momentarily. The reader’s instinct was that these equity supply waves tend to either precede or coincide with market downturns. He’s right, for the most part, but history needs one important correction, and the current setup deserves a closer look than the cheerleading it’s getting. The Setup: An Equity Supply Wave Meets a Record Market Let’s start with the mechanics, because they’re what make 2026 different from a normal IPO year. New equity supply will hit the market in two waves, not one. First comes the offering itself. Then, 90 to 180 days later, the lockup expires and insiders, employees, and pre-IPO investors are free to sell. That second wave of equity supply is usually far larger than the IPO, and it arrives after the headlines have faded. The second chart my reader sent captures exactly this. It stacks IPO gross proceeds against the value of shares freed from expiring lockups, and the 2026 estimate towers over every prior year back to 1998, with the combined figure pushing past $700 billion. The IPO proceeds are a small part, but the lockup overhang is the rest. Make no mistake, that is a wall of supply. The pipeline backs up the picture. Goldman Sachs has projected that U.S. IPO proceeds could reach a...

格隆汇6月8日｜俄罗斯央行：将6月9日美元对卢布官方汇率设定为1美元兑换73.2644卢布，此前公布的汇率为1美元兑换73.4689卢布。

Astera Labs jumps 9.4% as investors digest strong Q1 results and conference commentary Quiver Quantitative

Intel stock leads the S&P 500 higher after sinking 11% on Friday. The AI trade is picking up momentum again after last week’s selloff.

Intel Is Today’s Top S&P 500 Stock. These Are the Reasons Why. Barron's

霍尼韦尔 周一重申了其年度调整后利润和销售额预测，该公司正准备在未来几周内分拆其航空航天业务。 生产飞机发动机、零部件及国防系统的霍尼韦尔航空航天公司将于6月29日完成分拆，这标志着该集团此前宣布的三方分拆计划迈出了关键一步，该计划旨在聚焦自动化、航空航天及先进材料三大业务领域。 霍尼韦尔预计2026年全年经调整后每股收益将在10.35美元至10.65美元之间，年度营收将在388亿美元至398亿美元之间。 首席执行官维马尔·卡普尔今年4月曾指出，受中东冲突影响，公司第一季度营收将减少0.5%，并表示预计第二季度营收将下降约1%，主要集中在过程自动化和技术业务板块。 卡普尔在周一的投资者电话会议上表示，公司“非常确信”该冲突不会对2026年下半年造成负面影响，前提是“冲突不会出现重大升级”；相反，随着客户增加在能源安全和重建方面的支出，这可能会转化为“利好因素”。 霍尼韦尔已于去年10月完成其先进材料业务的分拆，成立了一家名为Solstice Advanced Materials的独立公司，而剩余的自动化业务将作为霍尼韦尔技术公司运营。 霍尼韦尔科技预计2026年调整后每股收益将在3.95美元至4.15美元之间，营收预计在199亿美元至202亿美元之间。 该公司预计年度自由现金流约为20亿美元。 责任编辑：李桐

专题：聚焦美股2026年第一季度财报 这家网站搭建与网络服务平台表示，相关举措预计将对2026年的订单量和收入增长造成压力。 Wix表示，此次裁员是公司范围内精简运营、战略性地重新配置资源的一部分。 Wix.com正在裁减约五分之一员工，并缩减部分业务，作为更大范围组织重组的一部分。预计这些举措将对2026年的订单量和收入增长造成压力。 该股早盘跌4.4%。 这家网站搭建与网络服务平台表示，将裁减约1000名员工，约占其员工总数的20%。 此次裁员是公司范围内精简运营、战略性地重新配置资源的整体推进的一部分。Wix表示，这将包括缩减或终止某些项目、产品和子公司。 该公司表示，这些组织调整预计将使订单量减少约5000万美元，收入减少约2500万美元。 Wix目前预计全年订单量将实现低两位数的百分比增长，低于此前预计的中两位数百分比增长。全年及第二季度的收入增长预期也从中两位数百分比下调至低至中两位数百分比。 接受FactSet调查的分析师预计，该公司收入将从去年同期的19.9亿美元增长至22.8亿美元，增长率略高于14%。 该公司补充称，目前预计2026年自由现金流将增加2000万美元，达到4.2亿美元——该数字已剔除收购和重组成本。 责任编辑：郭明煜

Etihad Airways CEO Antonoaldo Neves speaks to Bloomberg at the International Air Transport Association (IATA) conference on fuel prices, Asian traffic and competition, saying travel "is not" slowing down. (Source: Bloomberg)

The next big risk confronting investors is tightening financial conditions as the Federal Reserve may need to raise interest rates “soon” to curb mounting inflation pressures, according to Citadel Securities. The combination of a massive artificial-intelligence investment cycle, tighter energy markets and a strengthening labor market is raising upside risks to both economic growth and inflation, Nohshad Shah , head of EMEA fixed-income sales at Citadel Securities, wrote in a client note. “The next move from the Fed is most likely a hike … perhaps soon,” Shah said. Global stocks and bonds tumbled Friday after a stronger-than-expected US jobs report reinforced concerns that the economy remains too resilient for policymakers to keep rates on hold. The data fueled bets the Fed would raise rates a quarter point by year-end, and the odds of a move as soon as September are now a coin-toss. The labor market may be approaching an “inflection point,” Shah said. With unemployment low and labor supply constrained, any further acceleration in growth could push wage gains well above levels consistent with the Fed’s inflation target, he said. Inflation pressures could also persist even if energy-market disruptions ease in a scenario of reopening of the Strait of Hormuz, he said. Inventories depleted during the Iran conflict will need to be replenished, while governments and companies are likely to maintain larger energy stockpiles and diversify supply chains, embedding higher costs throughout the economy. Shah also warned that a growing political backlash against AI could emerge as another risk for markets. Concerns about job displacement, energy consumption and inflation are increasingly drawing attention from policymakers ahead of this year’s midterm elections. “AI is unpopular, inflation is unpopular,” he wrote. “Unfortunately for markets, a policy response to either or both issues may result in somewhat less exuberance around the AI theme, as well as a broader tightening of fi...

在韩国当局敦促银行业严打针对韩元的投机性交易后，表现疲软的韩元今日出现反弹。 韩元走弱是今年市场的一大反常现象。近期，韩元兑美元汇率已跌至2009年以来的最低水平。 对韩国存储芯片的需求激增，不仅推动该国实现贸易顺差，还带动其主要股指大幅上扬。这种宏观背景本应为韩元提供支撑。然而，韩元反而成为2026年表现最差的亚洲货币之一。 导致韩元下挫的驱动因素之一，在于海外投资者其实一直在抛售韩国股票。官方数据显示，截至今年4月，外资每个月都呈现净卖出态势。 讽刺的是，这种抛售恰恰源于韩国本土股市的强劲表现。今年韩国股市大幅飙升，韩国综合指数在年内高点时涨幅高达109%。面对如此巨大的涨幅，基金经理们纷纷削减头寸，以避免投资组合过于集中。 责任编辑：李桐

受人工智能产业需求激增影响，全球存储芯片供应趋紧，英伟达与 SK 海力士就此达成一项多年合作协议，联合研发高端存储芯片。这份合作涵盖芯片设计与生产制造，同时将为英伟达下一代主力人工智能系统Vera Rubin平台提供配套存储产品。 该协议在英伟达首席执行官黄仁勋访韩期间正式公布。借助此次合作，SK 海力士在第四代高带宽内存（HBM4）的量产推进中占据优势，这款产品是高端 AI 芯片的核心配套存储。黄仁勋表示，三星电子、SK 海力士和 美光 科技均已获得 HBM4 供货资质，三大存储巨头之间的竞争仍将十分激烈。 当下各大云厂商争相采购加速芯片，这份合作也帮助英伟达稳固了人工智能供应链的关键环节。目前Vera Rubin已进入全面生产阶段，预计今年晚些时候将大规模出货，而高端存储芯片是决定该系统性能的核心要素。 此次签约也印证了黄仁勋积极深化与韩国产业合作的原因：英伟达的 AI 计算系统对高端存储芯片的需求持续攀升。他在访韩期间还提醒称，芯片全产业链的供应短缺问题或将持续数年。 责任编辑：江学思

Robert Way Luckin Coffee ( LKNCY ) reported that its non-coffee beverage sales exceeded RMB 20B ($2.95B) as of May 31 as the company expanded its global store network to more than 35K locations. The Xiamen-based company said the achievements demonstrate its ability to scale successfully across multiple beverage categories beyond coffee, reinforcing its position as a leading player in China's broader beverage market. Notably, by diversifying its menu beyond traditional coffee products, Luckin Coffee ( LKNCY ) has captured a broader consumer base, contributing to the growth of its non-coffee segment. The store network expansion supports the strategy, providing the infrastructure necessary to distribute these products to a wider audience. In terms of product innovation, Luckin Coffee ( LKNCY ) highlighted that its Coconut Latte has recorded cumulative sales of over 2.1B cups, while its Orange Americano surpassed 500M cups. Additionally, its Light Jasmine Milk Tea saw sales of more than 400M cups, while its Little Butter Latte sold nearly 300M cups, and its Active Apple Kale Tea sold over 100M cups. Shares of Luckin Coffee ( LKNCY ) were down 1.2% in Monday morning trading. For the year, LKNCY is more than 6% lower. More on Luckin Coffee Luckin Coffee: Near-Term Confusion, Strong Long-Term Prospects Luckin Coffee Inc. 2026 Q1 - Results - Earnings Call Presentation Luckin Coffee: Evidence Of Cannibalization As Comps Erode (Downgrade) Peet's and Starbucks plan to grow in China despite the intense coffee pricing war Luckin Coffee Non-GAAP EPS of $0.32, revenue of $1.74B

格隆汇6月8日｜据每经，从知情人士处获悉，国内AGI企业月之暗面旗下AI助手Kimi已开启新一轮融资，投前估值达300亿美元，较上月大幅跃升。