Picture a nuclear power plant -- the conventional kind, with huge bell-shaped cooling towers, a domed building containing the reactor core, and so many pipes, generators, and electricity lines. Your eyes don't know what to look at first. Now, picture that sprawling power plant condensed into a box that can fit on the back of a semi truck. That is the kind of portable microreactor Nano Nuclear Energy (NNE +6.58%) is trying to commercialize. A portable nuclear reactor is exciting for two reasons. First, it can be transported pretty much anywhere, from remote military bases to data centers. Second, nuclear energy is zero-carbon; it doesn't emit greenhouse gases. This could all make Nano an obvious fit for AI data centers, which need clean, reliable, always-on power. It's no surprise that Nano has recently entered a memorandum of understanding with Super Micro Computer to develop microreactors for data centers. Nano is currently moving through the Nuclear Regulatory Commission's (NRC's) regulatory process for its microreactor design. The company recently celebrated a major win: Its construction permit for the deployment of a microreactor at the University of Illinois Urbana-Champaign was accepted by the NRC. While it hasn't quite made it out of the NRC's process yet, it now anticipates breaking ground on its first reactor in the second half of 2027. Expand NASDAQ : NNE Nano Nuclear Energy Today's Change ( 6.58 %) $ 1.65 Current Price $ 26.73 Key Data Points Market Cap $1.4B Day's Range $ 25.21 - $ 27.48 52wk Range $ 18.93 - $ 60.87 Volume 2.1M Avg Vol 2.1M A $10,000 investment in Nano would be risky -- very, very risky -- and could result in a significant loss. It could also lead to a life-changing sum of money. A tenfold gain from today's price would raise its market cap to about $12 billion, turning that $10,000 into a six-figure sum. That's not impossible, but the company still faces execution risks; there's no guarantee it can scale up its reactor commercially. It a...

$Apple (AAPL.US)$ Apple Execs Say We Are In The Early Innings Of Spatial Computing – Here's How The Technology Is Already Changing The Consumer World [Share Link: See more.....] Moomoo

Commodities have spent the past year doing something most equity investors barely noticed: compounding quietly while the headlines stayed fixated on AI capex and Fed cut paths. WTI crude sits at around $112 a barrel, up roughly 31% in a month, while CPI prints at the 91st percentile of its 12-month range. Three diversified commodity ... After Watching Commodities Move Quietly Higher These 3 ETFs Are Up Over 32 Percent and Belong in Every Inflation Hedged Portfolio

In May 2026, Dell Technologies used Dell Technologies World to unveil PowerStore Elite storage, next‑generation PowerEdge servers, expanded Dell AI Factory with NVIDIA offerings, and new cyber‑resilience and automation platforms, while partners like DriveNets and Kioxia announced integrations that deepen Dell’s role in high‑performance AI infrastructure. Together, these launches and collaborations show Dell building an end‑to‑end AI and data platform stack, from deskside agentic AI and dense flash storage through rack‑scale compute, networking fabrics, and integrated cyber recovery. With these PowerStore Elite and broader AI Factory expansions now in place, we’ll examine how they reshape Dell’s investment narrative around AI infrastructure. Capitalize on the AI infrastructure supercycle with our selection of the 46 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow. Dell Technologies Investment Narrative Recap To own Dell today, you need to believe its AI infrastructure push can matter more than the cyclical PC and legacy hardware drag, even as AI servers are still margin dilutive and the stock trades above average industry multiples. The latest PowerStore Elite and AI Factory launches support the key near term catalyst of AI driven server and storage demand, but they do not remove risks around commoditization, dependence on PC refresh cycles, and recent insider selling into a sharply higher share price. Among the recent announcements, Dell’s DriveNets Fabric Scheduled Ethernet integration stands out, because it directly targets one of the clearest catalysts investors are watching: high performance AI clusters at scale. By offering DriveNets’ full stack networking fabric inside the Dell AI Factory, Dell is tying its PowerEdge and PowerStore Elite hardware into denser, multi tenant GPU environments, supporting the thesis that AI infrastructure orders could help offset pressure in traditional servers, storage, and PCs...

What happened According to a recent SEC filing, TrueWealth Financial Partners sold all 248,749 shares it held in the First Trust Managed Municipal ETF (FMB +0.08%) during the first quarter of 2026, with an estimated transaction value of $12.8 million based on the quarter’s average closing price. What else to know TrueWealth Financial Partners fully exited its FMB position. Top holdings after the filing: NYSE: VOO: $47.4 million (18.9% of AUM) NYSE: VBR: $20.6 million (8.2% of AUM) NYSE: VEA: $18.4 million (7.3% of AUM) NASDAQ: MSFT: $15.3 million (6.1% of AUM) NASDAQ: VGSH: $15.3 million (6.1% of AUM) As of May 22, 2026, shares of FMB were trading at $50.67, up about 6.2% over the past year, trailing the S&P 500 by roughly 22 percentage points, while outperforming its Muni National Intermediate category benchmark by roughly 0.3 percentage points. ETF overview Metric Value AUM $2.0 billion Dividend yield 3.48% Expense ratio 0.39% 1-year return (as of 5/22/26) 6.18% ETF snapshot First Trust Managed Municipal ETF (FMB) is an actively managed ETF that seeks current income exempt from regular federal income tax. At least 80% of assets are allocated to federally tax-exempt municipal bonds, with a secondary focus on long-term capital appreciation. The fund's active management approach allows for dynamic allocation within the municipal bond market, targeting both income and capital preservation. FMB is designed for tax-sensitive investors seeking stable, tax-advantaged income and diversification in the fixed-income space. What this transaction means for investors When an institutional investor fully exits a position that previously made up more than 10% of its portfolio, it's worth pausing to ask why -- even if the answer is likely routine. A sale like this doesn't necessarily reflect a changed view on municipal bonds. Wealth managers regularly rebalance portfolios in response to shifting risk profiles, tax strategy changes, or simply to redeploy capital where they see bett...

Key Points TrueWealth Financial Partners sold 248,749 shares of FMB for an estimated transaction value of $12.8 million. This was a full exit of TrueWealth's FMB position. FMB had represented 10.5% of TrueWealth's AUM as of the prior quarter. 10 stocks we like better than First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF › What happened According to a recent SEC filing, TrueWealth Financial Partners sold all 248,749 shares it held in the First Trust Managed Municipal ETF (NASDAQ:FMB) during the first quarter of 2026, with an estimated transaction value of $12.8 million based on the quarter’s average closing price. What else to know TrueWealth Financial Partners fully exited its FMB position. Top holdings after the filing: NYSE: VOO: $47.4 million (18.9% of AUM) NYSE: VBR: $20.6 million (8.2% of AUM) NYSE: VEA: $18.4 million (7.3% of AUM) NASDAQ: MSFT: $15.3 million (6.1% of AUM) NASDAQ: VGSH: $15.3 million (6.1% of AUM) As of May 22, 2026, shares of FMB were trading at $50.67, up about 6.2% over the past year, trailing the S&P 500 by roughly 22 percentage points, while outperforming its Muni National Intermediate category benchmark by roughly 0.3 percentage points. ETF overview Metric Value AUM $2.0 billion Dividend yield 3.48% Expense ratio 0.39% 1-year return (as of 5/22/26) 6.18% ETF snapshot First Trust Managed Municipal ETF (FMB) is an actively managed ETF that seeks current income exempt from regular federal income tax. At least 80% of assets are allocated to federally tax-exempt municipal bonds, with a secondary focus on long-term capital appreciation. The fund's active management approach allows for dynamic allocation within the municipal bond market, targeting both income and capital preservation. FMB is designed for tax-sensitive investors seeking stable, tax-advantaged income and diversification in the fixed-income space. What this transaction means for investors When an institutional investor fully exits a position that previously ...

Key Takeaway Qualcomm has undergone a dramatic transformation in the eyes of investors, with its stock surging over 11% in a single session to reach $238, a remarkable 75% gain over the past month alone. This explosive rally isn't merely speculative momentum; it represents a fundamental reassessment of Qualcomm's position at the intersection of multiple secular growth trends including AI-powered devices, automotive digitalization, and data center expansion. The company's recent expanded partnership with automaker Stellantis, combined with bold plans to ship custom data center AI processors to a major hyperscaler before year-end, has reframed Qualcomm from a mobile chip vendor into a diversified AI infrastructure play. The semiconductor landscape is experiencing a profound shift as AI workloads move from training-focused data centers toward inference at the edge. Qualcomm's Snapdragon platforms, already dominant in smartphones, are increasingly positioned to power this transition. The company's Q2 2026 results provided concrete evidence of this diversification strategy working, with automotive revenue hitting a record $1.33 billion while overall revenue reached $10.6 billion. Wall Street has taken notice, with analysts at Tigress Financial raising their price target to $280 and reiterating a Buy rating. The Stellantis Partnership: A Game-Changer for Automotive Revenue Qualcomm's multi-year partnership expansion with Stellantis represents one of the most significant developments in the company's diversification strategy. Under this enhanced agreement, Stellantis will integrate Qualcomm's Snapdragon Digital Chassis across its entire vehicle lineup, utilizing the chipmaker's processors to support advanced unified computing capabilities spanning cockpit systems, connectivity infrastructure, and advanced driver assistance systems. This comprehensive integration goes far beyond traditional infotainment applications, positioning Qualcomm at the heart of the software-defined...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Intel and SpaceX have announced a partnership in semiconductor fabrication for AI-driven satellite networks. The collaboration is tied to SpaceX's recent S-1 filing, which identifies Intel as a core partner in a new chip facility for next-generation AI compute satellites. The move introduces Intel as a supplier of compute hardware for space-based AI clusters, extending the company's reach in global compute supply chains. Intel, NasdaqGS:INTC, is increasingly tied to large scale AI infrastructure projects. This new role in satellite-based AI compute puts the company in a different part of the hardware stack than its typical data center and PC exposure. The stock last closed at $119.84, with returns of 10.2% over the past week, 45.2% over the past month and 204.3% year to date. Over the past 3 years the stock is up 321.7% and over 5 years it is up 129.3%, which gives investors useful context for how strong the market reaction has been around the broader AI theme. This partnership connects Intel directly to AI-in-space platforms, an area that could matter for long term compute demand, data routing and edge processing. Investors watching NasdaqGS:INTC may want to think about how exposure to space-based AI infrastructure differs from traditional cloud and on-premise compute, and what that could mean for future capital needs, technology roadmaps and competitive positioning within global supply chains. Stay updated on the most important news stories for Intel by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Intel. NasdaqGS:INTC Earnings & Revenue Growth as at May 2026 📰 Beyond the headline: 3 risks and 1 thing going right for Intel that every investor should see. Quick Assessment ❌ Price vs Analyst Target : At US$119.84, the stock trades about 36% above the US$87.86 ana...

German Taxpayers Bled Dry: Mass Migration Cost €40 Billion In 2025 Via Remix News, Migrants cost German taxpayers — just at the federal level — €24.8 billion in 2025, according to new data in the “refugee costs report” from the German Federal Ministry of Finance. However, the true sum is much higher. The €24.8 billion is strictly the federal bill. The actual, combined national cost of migration for Germany is that €24.8 billion plus the massive, separate billions that the individual states and municipalities had to pull from their own local tax revenues to cover their own deficits brought on by mass immigration. Welt notes that the total figure is indeed much higher, since it does not include states and local communes, but Welt does not provide this combined data. Nevertheless, previous years indicate that this number is at least €15 to €20 billion. That means any total figure is likely well over €40 billion, but as in previous years, it may actually go as high as €50 billion . The total costs cover several areas, including the federal government’s contribution to the refugee and integration costs of states and municipalities. One controversial issue is exactly how much money the federal government is transferring to the states and municipalities, which they argue is not enough to cover all their costs. Essentially, the federal government only pays out a flat rate per initial asylum application, amounting to €7,500 from the federal government, allocated via a modification in the VAT distribution. This advance payment reached €1.25 billion for 2025. Additionally, the report assumes that the federal government holds a claim for repayment from the states totaling €250 million for 2025. However, this only covers a fraction of the cost. The states indicate that the total costs in the area of flight and migration are significantly higher than the VAT resources available to them on the basis of the flat rate. Of course, all of these expenses only cover specific areas like ...

AMD’s Ryzen AI Max 400 chip offers 192GB of memory, but getting your hands on one is another story AMD announced the Ryzen AI Max 400 series, and the headline number is genuinely staggering: 192GB of unified memory in a chip small enough to fit inside a mini PC. Not much has changed from the last generation chip, but even so, if you’re all for running large AI models locally, the AI Max 400 is definitely worth checking out. ✨ Personal AI is the next computing platform. AI is shifting from something you access to something you build with, locally, at the edge, and across systems. We’re unlocking new possibilities for developers: • @AMD Ryzen AI Halo, a local-first developer system, preorder… pic.twitter.com/iHf2NloDHv — Jack Huynh (@jackhuynh) May 20, 2026 What has actually changed from the last generation? The Ryzen AI Max 400, codenamed Gorgon Halo, carries forward the same Zen 5 CPU architecture, RDNA 3.5 graphics, and XDNA 2 neural engine from the previous generation chips. Advertisement Advertisement However, the flagship Ryzen AI Max+ Pro 495 squeezes out a clock speed bump of 100 MHz over its predecessor, pushing the boost ceiling to 5.2 GHz. The mid and lower-tier variants, including the Pro 490 and Pro 485, clock in at 5 GHz; they don’t get any upgrades in the area. To me, it sounds like AMD has simply increased the 192GB memory ceiling on the Gorgon Halo, versus the 128GB cap on the Strix Halo chips, as both of them are quite similar in every other way. So, does the 192GB unified memory matter? Yes, but for a relatively small number of users, who are running LLMs locally on their devices, perhaps for a small business or research, where memory could be the real bottleneck for an otherwise capable system. AMD claims the Gorgon Halo is the first x86 chip capable of handling an LLM with up to 300B+ parameters, entirely on-device, and to make sure that the claim holds up, it can allocate 160GB of the total 192GB as VRAM. Advertisement Advertisement That is enoug...

公募基金正在悄悄拆除“明星独奏”的舞台 公募行业明星基金经理“单人扛鼎”的时代，正加速落幕。 易方达蓝筹精选一纸公告，让顶流基金经理张坤，也“配”上帮手了。这只由他独自扛了近八年的“超级单品”，首次迎来两位搭档。在此之前，景顺长城基金刘彦春、中欧基金葛兰等多位百亿级明星基金经理，也已相继增配副手或减负，行业正从“个人IP”向“平台化运作”加速转型。 但这并不只是“顶流”的故事。据Wind数据，年内已有超2200只产品发生基金经理变更情况，同比增长一成。同时，年内基金经理离任人数、新聘人数同比增幅均在两成以上，公募行业人才洗牌节奏持续加快。 人事洗牌背后，有着鲜明的制度烙印。在行业新规逐步生效的背景下，监管长周期考核落地、业绩比较基准调整等多项刚性约束，正在重塑公募基金的人与产品，行业正从一个“人”的江湖，走向“制度”的战场。 张坤百亿单品不再“单挑” 5月23日，易方达基金一纸公告，再度将市场视线聚焦到张坤身上。内容显示，易方达蓝筹精选正式增聘何一铖、杨思亮为基金经理，与其共同管理。作为全市场规模最大的主动权益基金，无论是易方达蓝筹精选本身，还是张坤，一举一动备受瞩目。 为何突然增聘基金经理？据第一财经了解，此番“减负”之举并非张坤有离职意图，而是对于蓝筹精选这样规模较大的基金，引入不同能力圈的基金经理共同管理，能够发挥多视角互补优势，从而优化持有人的投资体验。 Wind数据显示，易方达蓝筹精选成立于2018年9月，成立至今近八年来，始终由张坤一人独挑大梁，是巅峰期规模一度逼近900亿元的超级单品。即使近年来因市场轮动、业绩等原因“缩水”，截至今年一季度末仍有267.93亿元的体量。 张坤深耕价值投资近17年，是易方达主动权益投研的核心人物，其个人在管规模曾在2021年年中攀升至近1345亿元，成为业内标杆级基金经理。不过近年来市场轮动加快、行业分化加剧，重仓消费、互联网蓝筹风格也使其遭遇逆风。截至5月22日，易方达蓝筹精选近五年跌幅超过45%。 此次增聘的两位新搭档并非行业新人。何一铖深耕TMT领域，偏向科技成长风格，是易方达内部投研体系自主培养的基金经理；杨思亮则拥有超7年公募基金管理经验，在消费与价值风格领域积累深厚，善于在长周期维度下寻找优质公司的投资机会。 “基金经理卸任部分产品是很常见的情况，规模较大的基金经理卸任部分产品后能减轻一些压力，将更多的精力放...

Micron Begins First U.S. Production of 1α DDR4 thelec.net

DNY59 As May draws to a close and markets enter a Memorial Day holiday-shortened trading week, the earnings calendar still features a notable mix of enterprise software leaders, AI infrastructure players, cybersecurity firms, retailers, automakers, and major Canadian banks. Enterprise software and AI infrastructure will remain firmly in focus through results from Salesforce ( CRM ), Snowflake ( SNOW ), MongoDB ( MDB ), UiPath ( PATH ), Autodesk ( ADSK ), and Synopsys ( SNPS ), alongside semiconductor and hardware names Marvell Technology ( MRVL ), Dell Technologies ( DELL ), and HP ( HPQ ). Investors will closely monitor commentary around AI monetization, enterprise cloud optimization, data center demand, and software spending priorities. Cybersecurity also takes center stage with earnings from Okta ( OKTA ), Zscaler ( ZS ), and SentinelOne ( S ), as markets continue evaluating enterprise security spending and the growing role of AI-driven cyber defense platforms. In retail and consumer-facing sectors, Costco Wholesale ( COST ), Best Buy ( BBY ), and PDD Holdings ( PDD ) are expected to provide a read on discretionary spending trends, pricing dynamics, membership growth, and global e-commerce demand. Meanwhile, electric vehicle makers XPeng ( XPEV ) and Li Auto ( LI ) will offer further perspective on China’s increasingly competitive EV market, autonomous driving adoption, and broader consumer sentiment. Financials will also draw attention through results from Toronto-Dominion Bank ( TD ), Bank of Nova Scotia ( BNS ), and Royal Bank of Canada ( RY ), with investors watching closely for updates on credit quality, loan growth, capital markets activity, and the broader North American banking environment. Rounding out the week, Agilent Technologies ( A ) is expected to provide insight into demand trends across diagnostics, life sciences, and laboratory technologies. While lighter in volume due to the holiday schedule, the week ahead still touches many of the market’s mo...

《以色列时报》网站24日援引一名以色列高级官员的话报道说，美国总统特朗普前一晚在与以总理内塔尼亚胡的通话中表示，将坚持解除伊朗核计划的目标。报道称，特朗普向内塔尼亚胡“保证”，与伊朗达成的“最终协议”将彻底解除伊朗核计划。这名未具名的以方官员说：“特朗普明确表示，他将在谈判中坚持其长期以来的要求，即解除伊朗核计划，并将所有浓缩铀从伊朗领土移除，如果这些条件得不到满足，他不会签署最终协议。”（新华社）

Ukraine's Marta Kostyuk won "one of the most difficult matches" of her career as she reached the French Open second round on the same morning that a Russian missile struck close to her parents' home. Russia launched a large-scale wave of overnight strikes against Ukraine, firing hundreds of drones and dozens of missiles. Four people were killed in the capital Kyiv - where Kostyuk was born - and at least 83 people were injured across the country. Kostyuk became tearful during her on-court speech following her 6-2 6-3 victory over Russian-born Oksana Selekhmeteva. To loud cheers of support, the world number 15 said: "This morning, 100 metres away from my parent's house, a missile destroyed the building. "It was a very difficult morning for me, I didn't know how this match would turn out for me or how I would handle it. "I have been crying this morning. I don't want to talk about myself today. "All my heart and all my thoughts go to the people of Ukraine today."

Andy Burnham has sought advice from Baroness Sue Gray, Keir Starmer’s former chief of staff, on how to manage a potential transition into Downing Street if he returns to Westminster and succeeds the prime minister. Gray is understood to have advised Burnham on how a future government could be formed as Labour’s internal succession chatter intensifies before the Makerfield byelection. The discussions highlight how seriously senior Labour figures are treating Burnham’s path back to Westminster, after weeks of speculation surrounding Starmer’s long-term future after a bruising set of local election results. Burnham and Gray are understood to have known each other for decades, going back to his time as a minister within Tony Blair’s government while Gray was in the Cabinet Office. It is understood that Gray is not expected to take any formal role in a future government. Gray resigned from Downing Street in October 2024, after hostile briefings and tensions within Starmer’s operation over her role. Gray was accused of alienating some of her political colleagues, who accused her of “control freakery”, and creating a bottle neck in No 10 that delayed policy decisions and appointments. Allies of Burnham said he remains focused on the Makerfield byelection, likely to be a pivotal moment for the Labour party’s future direction and Burnham’s political trajectory. Darren Jones, the chief secretary to the Treasury, criticised the internal jockeying, telling the BBC’s Sunday with Laura Kuenssberg show: “There’s a lot of fantasy politics going on right now inside the Labour party … in terms of who is up, who is down, who will be in what position.” He said a debate inside the Labour party “has to happen off the back of bad local election results”, but that must not distract from “our primary focus on the country”. “I’m all up for having a debate inside the Labour party about how we improve our electoral performance in the years ahead, because we don’t want to hand the country to Re...

For anyone investing, the goal is to end up with more money than you start. Of course, it helps to compare your investment to a benchmark. For stocks, particularly large-cap equities, the S&P 500 index is a good benchmark. Amazon (AMZN 0.70%) has made investors a lot of money over the years. However, the shares' 63.9% gain over the last five years, through May 18, trailed the S&P 500's 92.8% total return. That means a $1,000 investment in Amazon shares would be worth $1,639 today. But if you'd invested in the S&P 500, you'd have $1,928. The key question is, how much will you have in five years if you invest $1,000 in Amazon today? Estimating future growth Before looking at potential sales growth, it's useful to see what's happened recently with Amazon's top line. Last year's sales grew more than 12% to $716.9 billion, or $66.22 a share. Amazon followed this up with 17% sales growth in the first quarter, and management projects a 16% to 19% increase for the second quarter. Assuming a 12% sales growth, in line with 2025, the company's sales per share will reach $116.70 by the end of 2030. It's instructive to use different growth rates. With a more conservative 8% pace, sales per share would increase to $97.29. Investors will find it's easier to calculate future sales since earnings can fluctuate quite a bit. Amazon's 2025 diluted earnings per share (EPS) increased by nearly 30%, but the figure was affected positively by non-operating income, making forecasting future EPS challenging. Expand NASDAQ : AMZN Amazon Today's Change ( -0.70 %) $ -1.89 Current Price $ 266.57 Key Data Points Market Cap $2.9T Day's Range $ 266.36 - $ 269.77 52wk Range $ 196.00 - $ 278.56 Volume 1.2M Avg Vol 45.2M Gross Margin 50.60 % What's the sales multiple? The next step in the calculation involves choosing an appropriate price-to-sales (P/S) ratio. Currently, Amazon's shares trade at a P/S ratio of 3.8, above the 10-year median of 3.4. Using more conservative assumptions, the $97.29 sales p...

Key Points Amazon's sales have been growing at a nice clip. Investors can use a range of sales assumptions and multiples to calculate future stock prices. These 10 stocks could mint the next wave of millionaires › For anyone investing, the goal is to end up with more money than you start. Of course, it helps to compare your investment to a benchmark. For stocks, particularly large-cap equities, the S&P 500 index is a good benchmark. Amazon (NASDAQ: AMZN) has made investors a lot of money over the years. However, the shares' 63.9% gain over the last five years, through May 18, trailed the S&P 500's 92.8% total return. 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 » That means a $1,000 investment in Amazon shares would be worth $1,639 today. But if you'd invested in the S&P 500, you'd have $1,928. The key question is, how much will you have in five years if you invest $1,000 in Amazon today? Estimating future growth Before looking at potential sales growth, it's useful to see what's happened recently with Amazon's top line. Last year's sales grew more than 12% to $716.9 billion, or $66.22 a share. Amazon followed this up with 17% sales growth in the first quarter, and management projects a 16% to 19% increase for the second quarter. Assuming a 12% sales growth, in line with 2025, the company's sales per share will reach $116.70 by the end of 2030. It's instructive to use different growth rates. With a more conservative 8% pace, sales per share would increase to $97.29. Investors will find it's easier to calculate future sales since earnings can fluctuate quite a bit. Amazon's 2025 diluted earnings per share (EPS) increased by nearly 30%, but the figure was affected positively by non-operating income, making forecasting future EPS challenging. What's the sales multiple? The next step in the calculati...

GlobalFoundries (NASDAQ:GFS) Chief Financial Officer Sam Franklin said the company is positioning itself around data center demand, physical AI, silicon photonics, supply-chain diversification and custom silicon as it looks to expand revenue and margins over the next several years. Speaking with JPMorgan semiconductor analyst Harlan Sur at the firm’s 54th Annual Technology, Media and Communications Conference, Franklin outlined the key messages from GlobalFoundries’ recent analyst day, including a long-term financial model targeting higher gross margins, diversified growth and shareholder returns. GlobalFoundries Points to Structural Margin Improvement Franklin said the company used its investor day, its first in a little more than three years, to show how it has been repositioning its business to align with semiconductor “mega trends” expected to shape demand over the next five to 10 years. Those themes include data center growth, physical AI and secure semiconductor manufacturing across multiple geographies. Franklin said GlobalFoundries has an “underappreciated” role in data centers today through silicon photonics and silicon germanium applications, with further opportunities in co-packaged optics and power delivery. He also said physical AI plays into the company’s portfolio because such systems need to “sense, think, act” and communicate. In addition, Franklin emphasized GlobalFoundries’ manufacturing presence on three continents and increasing technology fungibility across sites as a differentiator amid supply-chain concerns. On the question of whether recent strength is structural or cyclical, Franklin pointed to first-quarter revenue growth of about 3% year over year and gross margin expansion of 510 basis points. He said the improvement reflected mix evolution and end-market diversification. GlobalFoundries guided second-quarter revenue to about $1.76 billion at the midpoint, up roughly 4% year over year, with gross margin guidance of 28.5%. Financial Model...

A girl who was raped by two teenage boys, who were spared jail, has told the BBC of her dismay at the sentences they received. The teenager, who was 15 when she was attacked, spoke anonymously alongside her family. She said the judge's decision "almost made it seem as if what the boys did was not OK, but it was OK in the eyes of the law because they were still children". The attorney general is to review the sentence given by Judge Nicholas Rowland, who had said on Thursday he wanted to avoid "criminalising" the "very young" boys. The girl told the BBC's Laura Kuenssberg: "Why did I put myself through the pain of going to court, going through a trial, reliving everything...It sort of gave me the sense of what's the point?"

5月24日 周日《新闻联播》要闻13条 2026-05-24 20:02:21 来源： 同花顺7x24快讯 分享 1、【新思想引领新征程】努力建设社会主义现代化新西藏； 2、【树立和践行正确政绩观】暖民心惠民生推动学习教育走深走实； 3、神舟二十三号飞船发射准备就绪； 4、强降雨来袭各地各部门积极应对； 5、全球超九成超大型油轮订单涌向中国； 6、我国加快研究制定全国一体化算力网技术标准； 7、国产F406涡扇发动机完成首飞试验； 8、首届中学生人形机器人足球赛决出首站冠军； 9、美称美伊协议基本谈成伊称双方正努力敲定谅解备忘录以媒称美伊协议或对以非常不利以总理紧急开会； 10、俄称使用“榛树”导弹等对乌发动大规模打击乌称打击俄黑海沿岸石油码头； 11、以轰炸加沙北部法制裁以官员； 12、刚果(金)埃博拉疫情持续恶化； 13、印度多地热浪持续用水用电紧张。(央视新闻)

The director of national intelligence was sidelined as the president abandoned his pose as the ‘candidate of peace’ Tulsi Gabbard, the US director of national intelligence, stayed loyal to Donald Trump until the end – and nurtured the president’s grievances against his political enemies. Last year, she accused Barack Obama and several of his top national security officials of leading a “treasonous conspiracy” to highlight Russian interference in the 2016 presidential election. In January, Gabbard showed up at the scene of an FBI raid in Georgia where officials sought ballots from the 2020 election, even though her role is mainly focused on foreign intelligence. On Friday, Gabbard submitted her resignation to Trump, saying she would leave her post on 30 June, so she could support her husband after he was recently diagnosed with cancer. News reports quickly emerged that the White House had forced Gabbard to resign. The Guardian reported last month that Trump had privately asked cabinet members whether he should replace her from the post that oversees 18 US intelligence agencies. Mohamad Bazzi is director of the Center for Near Eastern Studies, and a journalism professor, at New York University Continue reading...

Anna Wintour has welcomed the Bezoses – and their patronage – with open arms. But after a controversial Met Gala, industry insiders are less enthusiastic The press conference for the Met Costume Institute’s spring exhibition is always a stately affair, but this year it was giving “feudal lady addresses her serfs” or perhaps “Marie Antoinette during the last days of Versailles”. Here, among the spectacular marble sculptures of the art museum’s American wing, was a beaming Lauren Sánchez Bezos , who Anna Wintour introduced as a “force for joy”, before adding that “she and her husband, Jeff, have shown with this event that they genuinely, genuinely care about giving back”. Meanwhile, in the outside world, protests against the Bezoses’ involvement had been raging for days. The discrepancy between the word on the street and the deference within the glass-ceilinged room was head-spinning. The Met Gala has recently become a magnet for anti-excess protests, but this was its most controversial yet, owing to the $10m patronage of its honorary co-chairs, centibillionaires Jeff Bezos and Lauren Sánchez Bezos. It was not the first time Jeff Bezos bankrolled the gala – Amazon was its lead sponsor in 2012. But this year’s event came at a moment of soaring inequality, as Bezos’s personal wealth has mushroomed and his Donald Trump-appeasing decisions have made him less popular than ever with New York City’s left-leaning fashion and arts crowd. Continue reading...

Much as I love bouillabaisse, I’ve never come across rascasse, the spiny Mediterranean rockfish that’s the backbone of Marseille’s signature dish, outside its homeland. Bourride, another southern French fish stew, is a simpler affair that’s much easier to recreate here. Enriched with garlicky aïoli, it’s a lovely thing for a summer’s evening, and can be prepared ahead up to the end of step 7. Prep 20 min Cook 1 hr 10 min Serves 2, generously For the aïoli 1 garlic clove 1 pinch coarse salt 1 egg yolk 75ml light olive oil, or neutral oil 30ml extra-virgin olive oil 1 tsp lemon juice, or to taste Salt and white pepper, to taste For the stew 6 sustainably sourced raw shell-on prawns (optional) 2 small leeks 1 fennel bulb 2 tbsp oil 3 garlic cloves, peeled and sliced 1 long strip orange peel, cut into slivers ½ tsp fennel seeds 1 pinch saffron threads Salt and pepper 75ml dry white wine 500ml fish stock (or use the fish and shellfish carcasses to make your own: see step 4) 400g sustainably sourced firm-fleshed white fish – eg, hake, gurnard, monkfish, pollock (and preferably a mix), all cut into bite-size pieces Bread, or croutons or boiled new potatoes, to serve 1 A note on the fish Bourride can be made with any fish that’s firm enough to keep its shape – Richard Olney’s Lulu’s Provençal Table simply specifies any “filleted white-fleshed fish”. I like a combination of hake and gurnard, but cod, mullet, haddock, monkfish, bream, etc, will also work here. Ask to keep the carcasses if your fishmonger is filleting the fish for you (or for any they have going spare). 2 Shellfish or no shellfish? Though some claim shellfish is never used, Caroline Rimbert Craig includes squid or prawns in Provence: The Cookbook and Alex Jackson mussels in his book Provençal (previously known as Sardine). For many of us, shell-on prawns are easier to come by than fishmongers, so I’ve included some here to enrich a ready-made stock, but feel free to leave them out if you’re a purist. 3 Fry the...

US midterm voters overwhelmingly support Pepfar, an initiative to end HIV/Aids that also has strengthened health systems against other infectious disease threats but has come under fire from the Trump administration. About three in four (74%) of likely voters in the US midterm elections say they support funding the US President’s Emergency Plan for AIDS Relief (Pepfar), with voters more likely to back candidates who support Pepfar, according to a recent poll. Four in five (80%) of the voters said there is a moral argument for supporting lifesaving treatment for people at risk for or living with HIV/Aids, regardless of their personal choices. Among voters, “it’s going to be seen positively if Republicans or Democrats pursue Pepfar”, said Jennifer Kates, senior vice-president and director of the global and public health policy program at KFF, a health non-profit. These results align with other surveys showing the bipartisan popularity of the program, and a growing sense that the Trump administration is abdicating its international leadership even as outbreaks spiral out of control. First created by George W Bush in 2003, Pepfar has long enjoyed Republican leadership and bipartisan support. In recent months, Congress has repeatedly moved to preserve the program, but it is now essentially being replaced with individual agreements with countries that include but aren’t heavily focused on HIV prevention and treatment. According to a 5 May announcement, the state department will keep nearly all of the funding intended for Pepfar, instead of splitting it with the US Centers for Disease Control and Prevention. The CDC would only receive 7% of the funds – $150m, instead of a potential $2bn. It mirrors the dissolution of the US Agency for International Development (USAID) and its absorption into the state department last year, said Asia Russell, executive director of Health Gap, an HIV/Aids treatment advocacy organization: “USAID, that’s already gone, right? That’s like the Ea...

包括DeepSeek在內的多個國產人工智能大模型，近期進行升級，更新後的國產AI有多強？ 近期更新的國產人工智能大模型包括騰訊「混元大模型」、「月之暗面」KIMI及DeepSeek等，給升級之後的Kimi2.6提出要求，參考一個旅遊推薦集錦，製作一個包含34個旅行目的地的網站，一個小時後，一個名為「探索中國」的網站便完成，部分景點還能連結至購票同預約版面。 月之暗面Kimi研究員杜羽倫指出︰「它具有非常強的長程CODING(代碼)能力，它在我們內部的很多任務上，包括外部得很多任務上，它可以單獨地跑十幾個小時，並且寫4,000多行代碼，不需要人為的干預。」 再看看升級後的DeepSeek，將80萬字的《西遊記》交給它，然後提問孫悟空被唐僧驅逐出去幾次，原因是甚麼，DeepSeek僅用9秒就給出答案三次，並給出對應的章節。它還能用幾分鐘製作一個西遊記妖怪圖的搜索引擎。 今次國產大模型升級，DeepSeek在技術報告中公開向Kimi致謝，因為開源合作，DeepSeek的一個性能率先由Kimi驗證。 杜羽倫稱︰「我認為技術的開源，其實是鼓勵了各家公司做更快AI的迭代。」 今次國產人工智能大模型更新所用到的TOKEN，即「詞元」的調用量，在海外平台上達到7.9萬億，是美國模型的兩倍。美國史丹福大學近期發布《2026年AI指數報告》顯示，中美人工智能大模型性能差距已大幅縮小。

內地要求從剛果民主共和國、烏干達等地入境中國的人員進行健康監測。 中國疾控中心發布伊波拉病毒防控提示，指伊波拉疫情成為「國際關注的突發公共衛生事件」，為防止病毒傳入中國，要求從剛果民主共和國、烏干達等有疫情風險的國家和地區入境中國的人員，從入境日起，進行21日自我健康監測，如有不適須及時就醫。

湖南省祁東縣周日凌晨發生火警，至少5人死亡。 火警發生在周日凌晨零時45分，位於湖南省衡陽市祁東縣的一間地下商舖，火勢漫延至樓上，消防出動營救，事故造成至少5死，1人輕傷，正調查事故原因。

Chinese artificial intelligence start-up DeepSeek ’s latest flagship model has been ranked as one of the world’s best on an intelligence-per-dollar basis, far exceeding those from US heavyweights OpenAI and Anthropic in cost-efficiency after a 75 per cent promotional price cut was made permanent. The Hangzhou-based start-up announced the permanent price cut for its V4 Pro model on Saturday, a month after it released the long-awaited V4 generation , which comprises the flagship V4 Pro model and its lighter variant, V4 Flash. The move reflects how Chinese companies are competing in the global AI race through a different approach from their US counterparts, which offer cutting-edge model capabilities at premium prices. Advertisement According to third-party benchmark firm Artificial Analysis, the price cut places V4 Pro at the global frontier for cost-efficiency, based on an assessment of the amount of “intelligence” one can extract per dollar. Amid a global compute supply crunch that has pushed up prices for the most advanced models, the bang-for-the-buck method of comparing different AI models – as opposed to ranking their raw intelligence – has gained popularity in recent months. Advertisement DeepSeek’s official application programming interface (API) price for V4 Pro is now as low as US$0.0036 per 1 million cached input tokens, and US$0.87 per 1 million output tokens.