e-crow/iStock via Getty Images I last covered AngloGold Ashanti ( AU ) with a "Strong Buy" rating early in December last year, when the share was trading at $85.68. Since then, the stock rallied to an all-time high of $128.26 (49.7% above my "Strong Buy" rating level) before giving back all of those gains and more. Shares are now trading marginally below where they were early in December last year when I issued that call, a round trip of note! In this article, I will explain my rationale for downgrading AU to a near-term "Sell." My thesis rests on emerging cracks in the gold market, which have been building for several weeks and now appear to be widening. Importantly, this is not a view on the quality of the company itself—I continue to like AU as a best-in-class operator—but rather a tactical call reflecting what I think is a less-than-perfect near-term setup. The intent of my sell rating is to limit near-term losses and potentially re-engage shares at more attractive levels. Gold's Bearish Signal Whilst I have been a long-standing gold bull and still maintain a constructive long-term fundamental view on the shiny yellow metal, I do think gold is destined to see further near-term price pain. The reasons for this are: 1) Gold failed to hold up as the classic safe-haven asset in the aftermath of the US/Iran war, which in my view can largely be explained by positioning. Heading into the conflict, gold had rallied aggressively, leaving the market stretched and, in my view, somewhat crowded. When volatility spiked, it appeared to me that investors were forced to monetise gold holdings—using it as a source of liquidity to meet margin calls across other parts of the portfolio. That liquidation pressure was most evident in March 2026, when gold experienced a peak-to-trough decline of more than $1,000 within the month. 2) Central banks like India were reported to have been significant sellers of gold recently. Recent media reports alleged that the Reserve Bank of India may ...

Melissa Eaden sits for a portrait at Birdhouse Books in Austin, Texas, US, on Saturday, May 30, 2026. Photographer: Kaylee Greenlee/Bloomberg

Tyson Foods ( TSN ) on Monday said it has appointed Wes Morris as Chief Operating Officer. Morris begins his role on June 15. Devin Cole will be retiring from Tyson Foods. Morris brings more than 20 years of experience with Tyson Foods, including prior leadership roles as president of the Prepared Foods and Poultry businesses. As COO, Morris will oversee the company’s business segments, including Chicken, Beef, Pork, Prepared Foods and International. The company, in May, announced that Jeff Schomburger will replace the retiring Donnie King as CEO. TSN shares -0.72% at $58.31. More on Tyson Foods Tyson Foods: Beef Remains A Drag, But The Long-Term Thesis Is Intact Tyson Foods, Inc. (TSN) Presents at 21st Annual Global Farm to Market Conference Transcript Tyson Foods, Inc. 2026 Q2 - Results - Earnings Call Presentation Screwworm outbreak: U.S. confirms second case, Canada bars Texas livestock Tyson names Jeff Schomburger as its next CEO

专题：聚焦美股2026年第一季度财报 霍尼韦尔 全年销售额预期维持 388 亿至 398 亿美元区间 办公大楼前的霍尼韦尔企业标识 霍尼韦尔表示，全年销售额预期维持 388 亿至 398 亿美元，FactSet 统计分析师一致预期为 394 亿美元；内生销售额增速指引保持 3% 至 6% 不变。 霍尼韦尔（股票代码 HON，跌幅 1.69%）确认维持全年业绩指引，公司即将完成航空板块分拆。 周一，霍尼韦尔同步披露了航空业务剥离后，剩余主体公司的经营展望，预计内生销售额与调整后收益均将实现增长。 霍尼韦尔称，全年销售额预期仍为 388 亿至 398 亿美元，FactSet 调研机构统计的市场分析师一致预期为 394 亿美元；内生销售额增速指引维持 3%–6% 不变。 公司全年调整后每股收益预期为 10.35–10.65 美元，分析师一致预期 10.52 美元。 分拆后的存续主体命名为 霍尼韦尔技术公司（Honeywell Technologies） ，全年销售额预期 199 亿至 202 亿美元，内生销售额增速 2%–3%，调整后每股收益 3.95–4.15 美元。 本次全新业绩指引 剔除 将于 6 月 29 日完成分拆的航空事业部全年经营数据，同时计入两项资产处置计划：生产力解决方案服务业务、仓储及工作流解决方案业务。展望数据还纳入收购庄信万丰催化剂技术业务的预估业绩，该收购交易预计于今年第三季度完成交割。 今年 4 月，霍尼韦尔宣布将旗下生产力解决方案与服务业务，以 14 亿美元现金出售给布雷迪公司。交易标的包含移动终端、条码扫描器、打印设备相关自动化大批量数据采集追踪硬件、软件及配套服务。 去年秋季，这家工业集团已完成先进材料子公司 Solstice 先进材料业务的分拆。 今年早些时候，霍尼韦尔宣布航空事业部分拆落地时间将早于原定计划。首席执行官维马尔・卡普尔表示，集团资产组合优化工作已取得重大进展。 去年，霍尼韦尔曾达成协议，以 24.2 亿美元收购庄信万丰催化剂板块；但这家英国铂金精炼企业在 2 月下调交易对价至 17.9 亿美元，调整幅度反映该催化剂业务本财年实际经营表现不及预期。 责任编辑：郭明煜

Griffon ( GFF ) said on Monday it agreed to sell its AMES Australasia business to a management-led investment group in a deal valued at $235M The company will receive $185M in cash at closing and a $50M subordinated note in the newly formed joint venture, while retaining a 49% equity stake. The management-led group, headed by Simon Hupfeld, will own the remaining 51%. Griffon expects the transaction to close by the end of its fiscal year in September 2026. More on Griffon Griffon Corporation 2026 Q2 - Results - Earnings Call Presentation Griffon Corporation (GFF) Q2 2026 Earnings Call Transcript Griffon Remains A Good Play Even After Skyrocketing Griffon expects $1.8B fiscal 2026 revenue with $458M adjusted EBITDA as AMES JV closing targeted by end of June 2026 Griffon beats top-line and bottom-line estimates; reaffirms FY26 outlook

Capuski Bitmine Immersion Technologies ( BMNR ) purchased 126.97K Ethereum ( ETH-USD ) worth $213M last week, taking its total holdings to 5.54M ETH, according to Lookonchain data. The buying came even as Ethereum remained down 14% for the week, although the token recovered nearly 5% to $1,694.23 on Monday. PRNewswire reported that Bitmine now owns 4.59% of Ethereum’s 120.7M supply and is 92% of the way to the "alchemy of 5%" target. Chairman Thomas “Tom” Lee said, "We increased our buying as we believe this pullback in ETH prices does not reflect the strengthening of Ethereum fundamentals," adding that Bitmine is expected to reach the milestone in 2026. The company said its crypto, cash, and “moonshots” holdings total $9.6B, including 204 Bitcoin ( BTC-USD ), $247M in cash, and stakes in Beast Industries and Eightco Holdings ( ORBS ). The company has staked 4.72M ETH, and Lee projects annualized staking rewards of $270M and revenue of $230M. BMNR shares were up 5% in pre-market trading, reinforcing its position as the world's largest Ethereum treasury and the second-largest crypto treasury behind Strategy ( MSTR ). More on Bitmine Immersion Technologies Bitmine Immersion Launches Preferred Shares Bitmine Immersion: An Ethereum Treasury Trading Below Its Own Assets Bitmine Immersion: Ethereum Pivot Driving Hidden Upside Bitmine prices upsized $280M preferred stock offering to fund Ethereum expansion CleanSpark draws highest short interest among mid, large, and mega-cap peers

Micron’s stock bounces back in a big way: ‘The memory trade is alive and well’ MarketWatch

Long-term supply agreements are altering memory companies’ long-term earnings potential for the better, an analyst said.

Galmed Pharmaceuticals ( GLMD ) has signed a definitive agreement to acquire Colospan, a commercial-stage medical device developer focused on colorectal surgery. Upon closing, Colospan will become a wholly owned subsidiary of Galmed. Colospan's lead product, the CG-100 intraluminal bypass device, is designed to reduce anastomotic leak complications and decrease the need for diverting stomas after colorectal surgery. The CG-100 is CE marked under MDR in Europe and is currently being evaluated in a U.S. pivotal clinical trial under an FDA Investigational Device Exemption. Under the deal terms, Colospan shareholders and SAFE holders will receive $2.5M in cash and $2M in Galmed shares at closing. The acquisition is expected to close in Q2 2026. GLMD shares down 12%. More on Galmed Seeking Alpha’s Quant Rating on Galmed Historical earnings data for Galmed Financial information for Galmed

格隆汇6月8日｜美股开盘，三大指数集体反弹，纳指涨1.38%，标普500指数涨0.86%，道指涨0.35%。 英伟达涨2.3%，与SK海力士达成多年期的技术合作协议，推动AI数据中心下一代内存发展。 英特尔涨超11%，谷歌和英伟达考虑将其列为备用芯片制造合作伙伴。 迈威尔科技涨超10%，获纳入标普500指数，于6月22日美股开盘时生效。(格隆汇)

Alphabet's Google placed an order with Intel to manufacture more than 3 million of its specialized AI chips in 2028, the Information reported, citing two unnamed sources. Anurag Rana has more on "Bloomberg Open Interest." (Source: Bloomberg)

费城半导体指数开盘上涨5%。

BigBear.ai (BBAI) is a company telling very different stories right now. A story is told by the stock ticker, which shows a return of -31.1% over the last six months, a period when the broader S&P 500 gained +10.0%. Another story comes from management, which insists its strategy of providing “mission-ready AI” to national security and commercial clients is working.

United Auto Workers Headquarters, Detroit Michigan TennesseePhotographer/iStock Editorial via Getty Images The bull case for General Motors Company ( GM ) rests on an extremely firm foundation, which is why the automaker—whose history is tainted by a Chapter 11 filing and reorganization—commands buy recommendations across Wall Street , among Seeking Alpha analysts , and by this platform’s Quant system . Shares of the new GM pretty much went nowhere from the IPO in 2010 until the brief spurt of enthusiasm in the early 2020s; that short-lived rally was based on an illusion that motorists en masse would be willing to switch rapidly to battery-powered electric vehicles (BEVs) from internal combustion engines (ICE). GM committed upwards of $35 billion for new models and battery partnerships—until disappointing consumer acceptance of BEVs and diminished federal support dictated a strategic reset. GM offers an adapter to facilitate the use of Tesla chargers (GM) To its credit, GM has swallowed a bitter medicine in the form of write-offs, restructuring, and impairments; the damage amounts, so far, to about $7.6 billion. The automaker has slowed the pace of BEV models, those in production and planned new models, while reintroducing and updating gasoline-powered models. Electrons over gas At the same time, GM has introduced ten BEV models, including the Chevy Blazer EV, a number of Cadillac EVs, and the Silverado EV pickup. The BEV slowdown evidently has been good for GM equity: Over the past two years, GM shares have outperformed the S&P 500 Index ( SP500 ) and the Dow Jones Industrial Average Index ( DJI ), roughly doubling the indices’ price returns on a percentage basis. Two-year GM price vs. S&P 500, DJIA (Fidelity) Share buybacks have helped as well. At the end of 2023, GM’s float was 1.37 billion shares; at the end of 2025, the float had shrunk to 904 million shares. GM’s most significant change to the BEV front was its decision to delay indefinitely expanded capacity ...

美股三大指数集体高开，纳指涨1.38%，标普500指数涨0.79%，道指涨0.26%。上周五大跌的存储芯片板块反弹，英特尔涨超11%，美光科技涨超8%，西部数据涨超5%，闪迪、希捷科技、AMD涨超4%。光通信股大幅高开，康宁、迈威尔科技涨超8%，POET涨超3%。

从左至右：丹妮拉・阿莫迪、黛安・亨德里克斯、卢安娜・洛佩斯・拉拉。图片来源：Anthropic; Gabriela Hasbun for Forbes; Alexander Karnyukhin for Forbes 美国顶尖女性创业者迎来丰收之年：上榜亿万富豪人数创下新高，人工智能推动众人身家显著增长，上榜女性总财富刷新历史纪录。 5月，Anthropic总裁兼联合创始人丹妮拉·阿莫迪（Daniela Amodei）在斯坦福大学商学院一场访谈中提到：“某种意义上，我把自己视作通才。翻看我的履历，人们可能会问：‘这位女士到底擅长什么？’对吧？‘她没有法学学位，也不是计算机科学家。’” “但拥有好奇心、能够跨多学科学习，同时无论身处哪个行业，都立志做出一番有影响力的事业，我觉得这种品质常常被低估。” 这样的理念成就了阿莫迪。 现年38岁的她称得上人工智能行业最有话语权的女性，如今一跃成为全美第二富有的白手起家女亿万富豪。 凭借Anthropic近期一轮巨额融资——本轮募资总额650亿美元，投后估值9650亿美元，这位加州大学圣克鲁兹分校英国文学专业毕业生当前身家来到155亿美元，相较一年前的12亿美元暴涨近13倍。 上述理念也成为公司的发展底色。2020年12月，阿莫迪与兄长达里奥·阿莫迪及另外五位合伙人一同离开OpenAI，联合创立Anthropic。公司估值尚为1830亿美元时，Anthropic全体创始成员就对外表态，计划未来捐出个人八成财富。她在斯坦福的对谈中表示：“说白了，我们会走商业化发展路线。人工智能势必创造巨大的经济价值，但坚守合规向善的经营方式对我们至关重要。在我看来，对于我们这一代人而言，经商与践行公益从来不是非此即彼的矛盾关系。” 《福布斯》这份美国白手起家女富豪榜单上的多数上榜者都会认同这一观点。从奥普拉·温弗瑞（Oprah Winfrey）到萨拉·布雷克里（Sara Blakely），美国一众顶尖女性亿万富豪长久以来都拒绝沦为单纯的逐利工具。医疗电子病历服务商Epic Systems创始人朱迪·福克纳（Judy Faulkner）此次排名第三，她曾在2015年签署“捐赠誓言”的信函中写道：“我从没有坐拥亿万财富、奢靡度日的想法。我承诺捐出99%个人资产支持慈善事业，初衷便是帮普通人筑牢温饱、住所、医疗、教育等生存根基，让他们拥有挣脱困境、实现...

If you owned Sprott Silver Miners & Physical Silver ETF (NASDAQ:SLVR) into the close on Friday, you watched a $10,000 position turn into roughly $8,815 in a single session. The fund opened the day at $59.48 and closed at $52.43, a -12% day that the headlines rounded up to 12%. Stretch the lens out a ... The Silver Miners ETF (SLVR) That Gained 434% Just Dropped 12% in a Day — Leverage Cuts Both Ways

以伊战事缓和，美股三大股指走高，纳指盘初涨1.39%，标普500指数涨0.85%，道指涨0.36%。科技股集体反弹，英伟达涨超2%，美光科技涨超8%；英特尔涨超11%，谷歌向英特尔下单采购超过300万枚TPU；康宁涨超8%，亚马逊与康宁签署数十亿美元光纤协议；Wolfspeed上涨超9%，公司与GE Aerospace合作，加速高压碳化硅（SiC）的应用。迈威尔科技涨超10%。

wildpixel/iStock via Getty Images Introduction & Investment Thesis The S&P 500 rally that started on March 30th, led primarily by a handful of AI companies, is finally starting to unwind. Last week, when Broadcom, Inc. ( AVGO ) reported earnings , it failed to fuel the AI rally any further after management opted for prudent forward guidance. This also coincided with a hot jobs report on Friday , which sent Treasury yields and the US Dollar ( DXY ) higher, as the prospect of any interest rate cuts became diminished even further. The thing is that a strong labor market should be good news for the economy and markets. But, when yields are rising on the back of a “higher for longer” narrative and the possibility of potential rate hikes later this year, this does not bode well for the AI buildout at all. This is because the AI buildout needs cheap credit and lots of liquidity, especially now that companies like Alphabet Inc. ( GOOGL )( GOOG ) and Meta Platforms, Inc. ( META ) (possibly) are looking to raise additional capital through equity issuance, on top of soaring debt. This coming week will also be crucial as we see SpaceX going public , which will directly suck $75-80 billion in cash from public markets, as institutional investors operating under strict asset-allocation limits will be forced to liquidate their existing holdings to make room for SpaceX in their portfolios. Plus, both CPI (Consumer Price Index) and PPI (Producer Price Index) prints are expected on Wednesday and Thursday, respectively, which will set the tone for the Fed’s meeting the week later. I have been cautioning investors since late April about the rally getting far too stretched, and in the meantime, I raised significant cash in The Pragmatic Optimist portfolio through April and May that allowed my portfolio to fare much better on Friday compared to the index while outperforming on a YTD basis. In this post, I will update the key levels I am watching across two possible scenarios for the S&P 5...

US stock futures (ES=F, NQ=F, YM=F) attempt to recover from last Friday's sell-off, which saw the Nasdaq Composite (^IXIC) sink by over 4%, Morning Brief Host Julie Hyman and Barron's Investor Circle Newsletter editor Josh Schafer examine how last week's sell-off impacted key components of the AI trade, such as semiconductor stocks.

Micron Rockets 8%, Western Digital Surges 7%, SanDisk Pops 6% in Memory-Stock Snap-Back 24/7 Wall St.

Memory and storage names are leading the tape in early Monday trading, snapping back hard from Friday’s brutal selloff. Micron Technology (NASDAQ:MU) stock is up 8% to $935, while Western Digital (NASDAQ:WDC) and SanDisk (NASDAQ:SNDK) are also rallying sharply. The bounce arrives without a fresh fundamental catalyst, and it looks technical in nature. The trio ... Micron Rockets 8%, Western Digital Surges 7%, SanDisk Pops 6% in Memory-Stock Snap-Back

格隆汇6月8日｜赣锋锂业6月8日在分析师会议上表示，储能市场需求强劲，海外客户订单明确。近期锂价有所回调，叠加下半年行业传统旺季来临、大电芯落地带动系统成本下降，行业盈利与性价比将持续修复。当前公司储能业务产能已满产满销，需求尚未完全释放，下半年新增产能落地后，将进一步拉动锂资源需求，行业内卷态势将逐步缓解，市场将向理性化方向发展。

Getty Images I previously rated Arista Networks, Inc. ( ANET ) as a Buy in November 2025, attributed to the excellent margin of safety arising from the prior AI-related market-wide meltdown and the robust performance metrics. In this article, I shall discuss why I am reiterating my Buy rating, with the ongoing macro/AI funding correction already triggering a dip buying opportunity. ANET Proves Their AI Beneficiary Status ANET 1Y Stock Price (TradingView) Since my last Buy article, ANET has delivered an outsized stock price rally of +23.6% compared to the wider market at +11.1%, with a similar outperformance also observed in its connectivity peers in varying degrees. Much of their outperformance is attributed to the reiterated durability of data center capex trends, with the Gen/Agentic AI boom driving the expanding interconnect Total Addressable Market (TAM). 1. Expanding Interconnect TAM For example, at a time of growing inferencing demand, Intel ( INTC ) has highlighted how the "CPU now serves as the orchestration layer and critical control plane for the entire AI stack." This has led to the changing ratio of CPU to GPU installation in data centers from the prior training stack at 1 to 8 to the current inference stack at 1 to 4, with a path to nearing parity seemingly rather likely. Here is where interconnect/ethernet offerings, such as those offered by ANET, have proven to be critical, as more hyperscalers need more " networks to connect their GPUs, their CPUs, and the underlying pieces that put together their AI infrastructure." Much of ANET's success is partly attributed to their Ethernet offerings' applicability to diverse AI accelerators, as Nvidia ( NVDA ) retains their general GPU leadership at 92% as of early 2025, albeit as more custom ASICs also become increasingly popular. This is on top of ANET's Etherlink portfolio addressing " both the synchronous flows for massive training and the low latency for concurrent swarms of real-time inference in this era ...

The stunning thing about this year's stock-market rally is that much of it has come in just the last couple of months.

A sustained competitive advantage is the best way to sustain a company's growth and raise its stock price. But it's not always obvious to the market where one company stands relative to its competitors. Elon Musk's SpaceX is the global leader in rocket launch services, and it's more obvious than ever. One of its primary challengers, Blue Origin , founded by billionaire Jeff Bezos, recently had a rocket explode during a test launch. Beyond the explosion going viral, it reminds investors of the high stakes of launching powerful rockets into orbit. Here's why the Blue Origin explosion is likely to add more fuel to SpaceX's upcoming blockbuster initial public offering (IPO). Image source: The Motley Fool. Continue reading

An easy way for a company to get bigger and add market share is to acquire other businesses. And many businesses rely on m ergers & acquisitions (M&A) as a core part of their long-term growth strategy. But it isn't always easy to pull off, and it includes adding more employees and costs along the way. SoundHound AI (NASDAQ: SOUN) is an example of a company that's leaned heavily on M&A. It's a small player in the voice artificial intelligence (AI) market, but it has acquired multiple companies in recent years. And in doing so, it's gotten a whole lot bigger. Its CEO believes it has things figured out when it comes to M&A. But is that really the case? After all, the stock is down more than 20% over the past year, despite the company achieving some impressive growth. Let's take a look at the numbers to see if M&A has been working well for SoundHound AI. Image source: Getty Images. Continue reading

tongstock/iStock via Getty Images The following segment was excerpted from First Eagle Global Real Assets Fund Q1 2026 Commentary. Portfolio Review The Global Real Assets Fund A Shares (without sales charge*) posted a return of 12.08% in first quarter 2026. All geographic regions contributed to performance; North America and emerging markets were the largest contributors while Japan and developed Europe lagged. Materials and energy were the leading contributors among equity sectors, while consumer staples was the only detractor and healthcare lagged. The Real Assets Fund outperformed the MSCI World Index in the period. Energy stocks broadly outperformed in the first quarter due to surging oil and natural gas prices following the outbreak of war in the Middle East and the closure of the Strait of Hormuz, which provides passage for roughly 20% of global oil and liquefied natural gas (LNG) supply. Every major subsector participated in this rally, including integrated producers and service providers. Imperial Oil ( IMO ), Noble ( NE ) and Shell ( SHEL ) were among the largest energy-sector contributors to performance. Leading contributors in the First Eagle Global Real Assets Fund this quarter included Noble Corporation PLC Class A, Samsung Electronics Co. ( SSNLF ), Ltd. Pfd Non-Voting, Imperial Oil Limited, Shell PLC and National Atomic Company Kazatomprom JSC Sponsored GDR RegS ( NATKY ). Noble is a deepwater drilling contractor for the oil and gas industry. In addition to tailwinds from a shift in production from shale toward deepwater, Noble of late has begun to convert final investment decision (FID) projects into contracts. Samsung Electronics is a global technology company and major manufacturer of diverse electronic components with a dominant presence in memory semiconductors. Shares performed well as dynamic random access (DRAM) memory and NAND memory chip prices reached new all-time highs during the quarter because of persistent demand from hyperscalers drive...

大公司： 热门中概股美股盘前多数上涨，哔哩哔哩涨超5% 36氪获悉，热门中概股美股盘前多数上涨，截至发稿，哔哩哔哩涨超5%，蔚来、理想汽车涨超2%，阿里巴巴涨0.87%，京东涨0.48%，小鹏集团涨0.31%，百度跌超1%，拼多多跌0.35%。 天娱数科：目前无物理AI业务，未形成相关业务收入 36氪获悉，天娱数科公告，公司股票于2026年6月5日、6月8日连续两个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。经公司自查并向第一大股东核实，公司前期披露信息无需更正补充，未发现可能对股价产生较大影响的未公开重大信息，生产经营活动正常，第一大股东在异常波动期间未买卖公司股票。公司关注到近期部分媒体讨论涉及“物理AI”概念，但截至目前，公司没有物理AI业务，未形成相关业务收入。 锋龙股份：截至目前，公司不涉及人形机器人业务 36氪获悉，锋龙股份发布股票交易异常波动公告，公司股票交易连续3个交易日收盘价格涨幅偏离值累计超过20%。截至目前，公司不涉及人形机器人业务，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销售，未发生重大变化，公司市场环境或行业政策未发生重大调整。公司与优必选及其关联方的生产经营、核心技术发展等各自独立。截至目前，公司与优必选及其关联方不存在应披露的关联交易，公司未向其提供任何产品。锋龙股份最近三个交易日两涨停。 携程：已作为首批内测团队接入微信AI生态布局 36氪获悉，据携程黑板报消息，6月8日，微信公开课发布《关于开发者接入微信AI生态的指引》称，微信开放平台将在充分尊重开发者权益和自主选择的基础上，为开发者提供便捷接入微信AI生态的能力，开发者可主动授权接入微信AI。携程小程序已作为首批内测开发者完成初步接入适配，未来将围绕酒店预订、机票查询、旅游度假、出行服务等核心场景接入微信AIAgent。下一步，双方将围绕产品体验进行紧密优化与打磨，期待在产品正式上线后为用户带来更智能的服务体验。 Rokid发布社区生态治理与隐私保护整改声明：已全面清理社区违规内容、处置涉事账号 36氪获悉，6月8日，乐奇Rokid针对用户使用其AI眼镜在公共场合拍摄并传播涉隐私内容事件，发布专项整改声明。公司已全面清理社区违规内容、处置涉事账号，并升级内容审核算法；同步向电商平台投诉下架“遮光贴”等规避拍摄提示的违规配件；技术层面强化硬...

Getty Images As an investor, I always feel good when a company follows up on its promises. I never touched GameStop Corporation ( GME ) stock during the meme stock mania in 2021, but when I looked at the company last February, I thought exciting times were ahead for investors, going by CEO Ryan Cohen's comments on exploring acquisition opportunities to deploy the ~$9 billion sitting on its balance sheet at the time. Following up on this promise, GameStop proposed a non-binding bid to acquire eBay, Inc. ( EBAY ) in a ~$55 billion deal on May 3. This deal did not materialize as eBay rejected GameStop's proposal. eBay even went on to claim that GameStop's proposal was "neither credible nor attractive". GameStop at least tried, in my opinion. This brings me to GameStop's Q1 earnings print. The stock rallied more than 10% on June 3 after the company reported better-than-expected earnings for Q1 . The company announced a $2 billion buyback program as well, boosting investor confidence. After digesting the Q1 earnings report and the outlook for the company, I still believe very exciting times are ahead for GameStop investors. That said, I am not planning to invest in GME at this time. GameStop Q1 Earnings Recap GameStop reported $835.3 million in net sales for Q1, a YoY increase of 14%. This growth primarily came on the back of a 65% YoY jump in collectibles sales to $348.9 million. With this strong growth in Q1, the collectibles segment has now become the biggest contributor to GameStop's revenue. This marks a major shift in revenue mix, given that the hardware segment used to be the top contributor to revenue in the past. Exhibit 1: GameStop sales mix as of Q1 Company filings GameStop's operating income was $143.3 million in Q1. This marked a complete turnaround from Q1 2025 when GameStop incurred an operating loss of ~$11 million. This turnaround came on the back of a 620 basis-point improvement in gross margins and major improvements in the company's cost profile. For ...