周二，据路透援引知情人士透露，SpaceX已吸引超过2,500亿美元的投资者认购需求，远超公司计划筹集的750亿美元，有望成为史上最大规模的首次公开募股。 该交易的超额认购率约为计划发行规模的3.5到4倍。投行和投资者表示，这表明市场需求依然强劲。路透社周五曾报道，长期持有型基金提交了“一些可观的订单”。另有消息称，马斯克曾短暂参加了一些潜在投资者的Zoom会议。 公司仍在进行路演营销。周二，SpaceX总裁Gwynne Shotwell和首席财务官Bret Johnsen预计将出席摩根士丹利在曼哈顿中城举办的午餐会，与约300名机构投资者见面，该活动由摩根士丹利联席总裁Dan Simkowitz主持。 投资者需求在IPO定价前仍可能发生变化，定价预计将在周四下午进行。认购数据反映的是意向性认购，而非最终配售结果，最终配售将在定价时确定。一些大型机构投资者往往会在IPO流程的后期提交订单。 此次发行恰逢市场极度波动之际。纳斯达克综合指数周二下跌，此前周五创一年多来最大单日跌幅；比特币周二下跌2.8%，较年初高点下跌37%。部分分析师推测，市场回调的一个原因可能是SpaceX的买家为了IPO筹集资金而进行抛售。 火箭发射、星链及太空数据中心是三大核心引擎 SpaceX着力强调其火箭发射业务的市场领先地位，该公司表示过去三年，其火箭发射业务占据了轨道运输量的绝大部分，同时公司也展示了其星链互联网业务的强劲表现。 SpaceX还宣传了其人工智能业务所面临的23万亿美元市场机会，并称其是唯一能够突破地面业务限制、利用太空构建AI计算能力的公司，预计未来将吸引巨大的需求。 公司援引数据指出，美国在电力供应和算力增长方面不足，部分原因在于大型基础设施项目在美国面临较高的落地障碍，而利用SpaceX的发射能力将相关设施送入轨道，有望从根本上解决这一瓶颈。SpaceX表示： “通过大幅降低进入太空的成本，我们得以扩展使命，解决地球上一些最紧迫的挑战，包括通过计划连接超过30亿尚未联网的人群来弥合数字鸿沟，让人类共享知识。” 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Key PointsAlly Financial maintains a dominant position in the automotive financing market with over 11 million customers.

南非可再生能源投资领域的两大平台Revego Africa Energy Fund与H1 Holdings正在探讨合并事宜。若交易达成，将缔造一家总资产超过133亿兰特、管理着36个运营中可再生能源项目的行业巨头，按当前汇率计算价值约8.07亿美元。 Revego是约翰内斯堡证券交易所上市的可再生能源收益型基金，其投资组合涵盖南非境内多个运营中的风电与太阳能项目，资产均与南非国家电力公司Eskom签订了长期购电协议。该基金于2026年1月获得英国国际投资公司和Alexforbes各5亿兰特的注资，总资产规模已扩大至约30亿兰特。H1 Holdings则是一家拥有20年行业经验的私营可再生能源投资者，业务涵盖发电、能源交易及电池储能，背后有Norfund和英国CDC集团支持，目标新增容量达1067兆瓦。 据悉，拟议中的合并将整合36个可再生能源项目，旨在打造南非最大的专注于可再生能源的基金之一。通过此次联手，双方希望扩大规模，锁定长期现金流，并吸引更多寻求绿色能源基础设施投资的机构资本。当前南非可再生能源市场正经历深刻变化：该国已连续超过365天未实施限电，电力危机显著缓解；同时，预计2026年将有34个、共计5252兆瓦的新可再生能源项目完成融资关闭。 尽管市场格局因电力供应改善而面临定价压力，但通过合并组建更大体量的投资平台，有助于在竞争加剧的市场中巩固优势。Revego目前由一家多数股权为黑人持有的基金管理公司运营，此次战略整合也旨在进一步释放南非可再生能源二级市场的流动性。 责任编辑：张俊 SF065

Jelena Lalic/iStock via Getty Images It has been several months since my previous coverage on Milestone Pharmaceuticals Inc. ( MIST ), where I reiterated my Strong Buy rating on the company after they received FDA approval for their flagship product Cardamyst . This drug was the first and remains the only rapid-acting self-administered prescription therapy for acute PSVT (paroxysmal supraventricular tachycardia) episodes in adults. The microcap stock has experienced several marked price movements in this time, with very high volatility. The trend has been sideways but certainly with some downward pressure. The stock is down 37% since my last bullish call. Seeking Alpha While news of expanded insurer coverage for Cardamyst helped buoy the stock, Q1 results seemed to disappoint the investment community, with the stock now down 26% since they reported on May 13. I argue that the revenue expectations were massively overblown, given the slow rollout, and that subsequent quarters will represent a much fairer reflection of the company’s product launch and patient demand. Looking further ahead, the company has plans for international expansion and is about to embark on a Phase 3 clinical trial to assess Cardamyst on patients with AFib-RVR. The label extension, if approved, would expand the TAM for the product enormously. In this article, I’ll offer an updated assessment of the company’s prospects and risk/reward profile for investors. Company Background Milestone Pharmaceuticals was founded in 2003 and is based, jointly, in Montreal and Charlotte, with its 30+ employees split between both locations. As a reminder, the company has one product on the market, a nasal spray to treat episodes of PSVT. The condition PSVT is a type of arrhythmia, which causes “a fast heart rate and other symptoms, like chest discomfort, heart palpitations, shortness of breath, and dizziness.” There are many potential triggers of PSVT episodes, including stress, fatigue, alcohol, smoking, exercise,...

Chile’s Finance Ministry ditched its goal of balancing the so-called structural budget by 2030 on Tuesday, as the administration struggles to replenish fiscal coffers amid an economic downturn. The government is now targeting a structural deficit — which takes into account cyclical effects such as copper prices and economic fluctuations — of 1.5% of gross domestic product at the end of its term in four years, according to its fiscal policy decree. Asked directly during a press conference if the administration was admiting that it wouldn’t achieve its target of a balanced budget, Finance Minister Jorge Quiroz replied, “obviously, that’s what the numbers say.” The announcement is the latest blow to the reputation of President José Antonio Kast ’s administration, which had come to power on pledges to stop the state from spending beyond its means. The government has already raised its forecast for the fiscal deficit this year and asked Congress for permission to sell an additional $6.2 billion in bonds, effectively lifting the debt ceiling by 36%. “Our fiscal objective is clear: to regulate the sustainability of public finances, stabilize the debt trajectory and strengthen the state’s financial position,” Quiroz said. The budget target takes into account measures to rationalize and reorganize public spending — “mainly efficiency gains and also general austerity,” he said. That is on top of the $2 billion the government has already announced in spending cuts. However, Quiroz didn’t announce any new expenditure reductions during his presentation. Top Lawmaker Says Chile’s Debt Hike to Pass at Cost to Prestige Chile Senate Takes Up Kast’s Mega Economic Bill as Warnings Grow Chile Government Seeks $6.2 Billion in Additional Debt Sales The budget office estimates published in May showed gross debt reaching 43.1% of GDP in 2026, 45.4% in 2028 and 46.5% in 2030. Those levels are over the threshold of 45% that the government has qualified as prudent, and which some people say c...

格隆汇6月10日｜据美国广播公司报道，美国总统特朗普暗示，如果美国摧毁伊朗基础设施，美国最终可能不得不参与重建。特朗普说：“总得有人重建所有这些基础设施——新的桥梁、新的这个那个、新的发电厂。他们说要花一万亿美元，可能还不止。这就是为什么我们最终很可能会参与重建，帮助他们重建。”当被问及这是否会类似于针对伊朗实施一项“马歇尔计划”时，特朗普回答说：“是的。”随后他迅速补充道：“但我们会拿走他们一半的石油。”

Key PointsKKR & Co. Inc. focuses on alternative investments, including private equity and infrastructure, for institutional and high-net-worth clients.

The company is developing a space-based broadband cellular network that could rival Elon Musk’s Starlink.

Oil prices tumbled in Tuesday trading, with Brent crude futures falling 3% and WTI down 3.5% as of 3:15 p.m. ET -- and both flavors of oil suffered even bigger losses earlier in the day. Curiously, ConocoPhillips (NYSE: COP) stock didn't. This oil major started the day off with only about a 2% decline, and remains down about 2.2%. Why? Image source: Getty Images. Continue reading

Soccer’s premier tournament brings a hidden danger to your investment portfolio.

Penguin Solutions, AMD, and Impinj Stocks Trade Down, What You Need To Know StockStory

Alphabet Inc. Class C stock (US02079K1079): Google parent focuses on AI growth after recent updates AD HOC NEWS

Dow Jones AI giant Nvidia stock tumbled to a key support level during Tuesday's stock market sell-off. A decisive bounce would be bullish.

Mizuho Americas Head of Investment & Corporate Banking Michal Katz discusses the future of artificial intelligence at the Mizuho Technology Conference. She discusses how the adoption of AI can change the landscape of businesses, but also the economies of countries around the world. She speaks with Romaine Bostick on “The Close.” (Source: Bloomberg)

The two companies run by Elon Musk are getting increasingly interrelated.

Key PointsTesla and SpaceX may merge to share resources on similar projects.

5 Reasons SpaceX and Tesla Will Merge Yahoo Finance

Opinions are divided about the new facility in Kenya. The U.S. defends it. Kenyans are protesting it. Doctors who were on the ground in the 2014 Ebola outbreak voice criticism as well. (Image credit: Luis Tato/AFP)

Justin Sullivan/Getty Images News Apple ( AAPL ) revealed that it plans to extend its Private Cloud Compute beyond Apple's data centers for the first time through a new collaboration with Google ( GOOG )( GOOGL ) and Nvidia ( NVDA ). This allows Apple Intelligence workloads to run on Google Cloud, powered by a combination of Nvidia GPUs, Intel ( INTC ) CPUs with TDX and Google's Titan chips. The announcement follows Apple's collaboration with Google earlier this year to leverage its Gemini family of models to build the next generation of Apple Foundation Models, which in turn power Apple Intelligence features. Apple unveiled some of those new features during its Worldwide Developers Conference on Monday. Apple contends this new PCC collaboration will maintain the same security standards and requirements that have become a cornerstone of its products. "Originally built exclusively on Apple silicon with our world-class software security technologies, PCC set a new bar for AI privacy in the cloud, and continues to power the most demanding Apple Intelligence features," Apple said in a blog post . "Since then, the wider industry has been working to provide a set of confidential inference primitives that could theoretically be combined to reach the security level of PCC." "However, until today, those primitives have never been integrated into a comprehensive, end-to-end confidential inference pipeline capable of operating at global scale," Apple added. "That's what we've done with PCC on Google Cloud, which incorporates PCC's exceptional security and privacy properties at every stage, including the industry's most comprehensive transparency guarantees that allow external security researchers to verify our privacy commitments." Analysts say deal counts as win for all parties "This partnership reflects the first time Apple has been using Nvidia's chips for many years," said Julian Lin , Investing Group Leader for Best Of Breed Growth Stocks. "This also indicates a clear dif...

Dragon Claws/iStock via Getty Images Energy prices, elevated from the Iran war, will continue to exert upward pressure on the Consumer Price Index in May, while the core CPI number is expected to demonstrate a more measured increase. Economists will plug the fresh CPI data into their models to estimate the May PCE and core PCE measures. Core PCE is the Federal Reserve's preferred measure for gauging underlying inflation. That may shift somewhat as new Fed chairman, Kevin Warsh, has said he prefers the Dallas trimmed mean measure. The CPI is expected to increase 0.5% M/M in May, slowing slightly from the 0.6% increase in April, according to the consensus of economists. The year-over-year comparison is expected to accelerate to 4.2% from 3.8% in the prior month. The Cleveland Fed Inflation Nowcasting model puts May CPI at 0.46% M/M and 4.2% Y/Y, in line with the consensus. Excluding food and energy, which can swing widely from month to month, core CPI is expected to climb 0.3% M/M, a tick slower than the 0.4% advance in April. Y/Y, core CPI is projected to rise 2.9%, a touch hotter than the 2.8% increase in April. The Cleveland Fed model sees core CPI at 0.23% M/M and 2.82% Y/Y, slightly cooler than the consensus estimates. "We are going to see a significant bump in the CPI headline that is expected to bring us up to about 4.2% Y/Y," Dan North, senior economist at Allianz Trade North America, told Seeking Alpha in an interview. "That is, in my mind, a pretty big jump over the past few months." By contrast, February's headline CPI Y/Y increase was 2.4%. "That's a pretty stiff dose of price increases for the consumer to take," he added. "So it's significant but wouldn't be unexpected, but consumers will hate it anyway, of course." For core CPI, North expects the increase to tick up to 2.9%, in line with the consensus, from 2.8% in April and 2.4% in February. Citi economist Veronica Clark estimates the May core CPI increase at 0.22%, slowing from 0.38% in April. Shelter ...

Bank of America aggressively revamps Oracle stock price target thestreet.com

sitox FuelCell Energy ( FCEL ) up 14.7% in Tuesday's trading, a day after reporting a Q2 loss of $1.45/share on revenue of $35.6M , as sales surged 267% Q/Q, driven primarily by the AI and data center boom. The results prompted Canaccord analyst George Gianarikas to upgrade shares to Buy from Hold with a $30 price target, raised from $12, reflecting increased confidence that FuelCell Energy ( FCEL ) will announce a significant data center-related contract before the end of its current fiscal year, with the possibility of replicating, on a smaller scale, the success achieved by Bloom Energy in supplying power solutions to the data center market. "We have long felt that leveraging the company's reliable clean power technology for data center customers would represent a meaningful strategic and financial inflection point for FuelCell, noting last quarter that we were tempted to upgrade the stock ahead of a potential announcement," Gianarikas writes. "The exact timing of when this transformative data center deal is coming remains uncertain, with management only saying it expects something to materialize before the end of the fiscal year. However, we now feel there are enough data points to suggest that a landmark announcement is within reach, along with plenty more behind that," the analyst says. More on FuelCell Energy FuelCell Energy's Manufacturing Footprint Isn't Its Greatest Risk FuelCell Energy: The Company That Wants To Become The Next Bloom Energy FuelCell Energy Q2 2026 Earnings Call Presentation

Wall Street analysts initiate bullish sentiment on Cerebras stock. Here’s why they believe CBRS shares will rip higher from here as the year unfolds.

格隆汇6月10日｜国际油价9日显著下跌。截至当天收盘，纽约商品交易所7月交货的轻质原油期货价格下跌3.10美元，收于每桶88.20美元，跌幅为3.4%；8月交货的伦敦布伦特原油期货价格下跌2.80美元，收于每桶91.45美元，跌幅为2.97%。

Morgan Stanley Raises Target as AI Push Gains Momentum

格隆汇6月10日｜安全消息人士称，三架无人机袭击了位于伊拉克埃尔比勒东北部的伊朗库尔德反对派营地。

Tesla (NASDAQ:TSLA) CEO Elon Musk dropped a striking claim during a recent conversation with Baron Capital founder Ron Baron, circulated widely after being posted to X by @carm1nee. Musk said he is building a chip that will be “two to three times better than NVIDIA” at 10% of the cost, with a specific focus on ... Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?