神舟二十三號將於晚上11時08分發射升空。三名航天員朱楊柱、張志遠、黎家盈已經進入返回艙，進行發射前最後準備工作，發射塔架四個迴轉平台正陸續打開。

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里一堆专业术语不知道算利好还是利空？请看财联社公司新闻部 《速读公告》 栏目，我们派驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 财联社5月24日讯（记者 陈夏筱） 杭州本土药企 百诚医药 （301096.SZ）正在筹划控制权变更。 公司于今日晚间公告称，控股股东、实际控制人邵春能、楼金芳及其一致行动人正在筹划涉及公司控制权变更的重大事项，该事项可能导致公司控制权发生变更。 公告显示，公司股票自2026年5月25日（星期一）开市起停牌，预计停牌时间不超过2个交易日。目前该事项尚处于筹划阶段，存在重大不确定性。 百诚医药成立于2011年，主要为制药企业、医药研发投资企业提供CRO、研发技术成果转化、CDMO等服务。公司收入构成中，研发技术成果转化、临床服务、临床前药学研究是主要板块。 上市以来，百诚医药业绩“先扬后抑”：2021至2023年营收从3.74亿元猛增至10.17亿元，净利润从1.11亿元涨至2.72亿元；2024年起急转直下，营收下滑并由盈转亏，2025年亏损扩大至0.9亿元。 2026年一季度，公司出现转机，实现营业收入1.60亿元，同比增长24.65%；归母净利润1281.25万元，成功扭亏。 值得一提的是，不到一年之前，实控人还在释放“信心增持”信号。2025年6月，实控人之一楼金芳宣布，基于对公司长期价值的认可，拟以集中竞价方式增持公司股份，金额不低于5000万元且不超过1亿元，增持价格上限60元/股。 增持前，楼金芳直接持有公司12.46%的股份，实际控制人及一致行动人合计持股占公司总股本35.44%。根据天眼查最新数据，邵春能、楼金芳分别直接持有公司18.55%、13.22%的股份。 2026年以来，CRO行业正掀起一轮整合与易主潮。1月， 奥浦迈 （688293.SH）以14.51亿元收购澎立生物，补齐临床CRO业务；3月，方达控股（01521.HK）收购观合医药，央企 中国医药 （600056.SH）完成对则正医药70%股权的收购；4月，金华国资以8.9亿元拿下 百花医药 （600721.SH）控制权。

AMD just left Nvidia, Intel flat-footed thestreet.com

Key Points Palantir offers essential software for governments and businesses, which results in high retention and attractive pricing power. A forward P/E ratio that's close to 100 may scare away some investors, even though that's an improvement from previous quarters. Palantir's valuation is the only hurdle, but it won't matter as much for investors with long-term horizons. 10 stocks we like better than Palantir Technologies › Palantir Technologies(NASDAQ: PLTR) gained mainstream recognition from investors after gaining more than 2,000% from its 2023 lows. The company's fundamentals point to prolonged hypergrowth, but a high valuation has concerned investors. It's the latest case of a great company at a bad price, which is why the stock is down roughly 20% year to date. However, its fundamental strength is too good to ignore, and the correction warrants a more attractive price point than Palantir had just a few months ago. 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 » Diving into Palantir's fundamentals Palantir generates annual recurring revenue from companies and governments that use its software. The company's Artificial Intelligence Platform (AIP) can quickly turn datasets into AI models that help businesses run more smoothly. Furthermore, businesses can view and act on significant amounts of data in real time using Palantir's technology. Once companies and governments adopt it, they become very comfortable with Palantir's centralized software, giving Palantir significant pricing power. It explains why Palantir has achieved an annualized revenue growth rate of 32.6% over the past five years. That annualized growth rate doesn't even do Palantir justice. The AI platform delivered 85% year-over-year revenue growth in Q1, with its U.S. commercial segment more than doubling year over year. Palant...

AMD Software Driver 26.5.2 is blocking Freesync. GameGPU

Robert Way/iStock Editorial via Getty Images Amid a stock market that is skyrocketing toward new all-time highs, we often have to take a step back to recognize that only a small group of stocks, particularly in the semiconductor space, are hoarding all of the market's gains. Investors are highly sensitive to risk in this environment, and are treating chip stocks (particularly those who make sold-out memory chips) as a sure thing in this market, whereas many other industries stand on far less firm ground. Booking Holdings ( BKNG ), the parent of Booking.com and Priceline, reported fiscal Q1 results that confirmed visible headwinds from Iran tensions, and the company lowered its full-year outlook. Shares have fallen nearly 10% since the late April earnings release, extending a ~25% decline this year. The question for investors is, is Booking undergoing a permanent re-rating, or is this just a temporary setback? Data by YCharts I last wrote a buy article on Booking in March, when the stock was trading in the low ~$170s adjusting for its 25:1 stock split. Since then, Booking has drifted lower on concerns that the war will have an extended impact on Booking's financials. While I acknowledge the risk, I also note that this is a rare opportunity to buy into Booking at a rare discount - usually, this stock sits at a healthy premium. I'm reiterating my buy rating on this name. When we step away from the near-term choppiness (that I think should have a near-term resolution as well), there are still plenty of long-term bull case drivers for Booking, which include: Dominant OTA platform with significant advantages over its peers. Among the major OTA platforms, Booking Holdings has the largest share of gross bookings in the industry. Versus Airbnb, it has a major advantage in its rewards/loyalty program. Versus Expedia, Booking has the broadest and most diverse selection of supply, ranging from hotels to vacation homes under one platform. Connected Trip tailwinds. Booking is foc...

霍尔木兹海峡附近的船舶无线电公共频道录音显示，美军24日仍对进出伊朗港口的船只开火警告，海上封锁态势未见松动。海峡附近被困船只上的船员向新华社记者提供的录音显示，美军当天向一艘船只开火警告，迫使该船停留在伊朗恰巴哈尔港附近水域。总部位于英国的温沃德海事分析公司24日表示，尽管有消息称美伊之间可能达成协议，但霍尔木兹海峡的通行态势并未出现明显变化。该公司获取的卫星图像显示，大型油轮仍锚泊于霍尔木兹海峡北部拉腊克岛等伊朗岛屿附近或航道关键位置，只有少量船只进出海峡，且以小型货船为主。(新华社)

In case you haven't noticed, the stock market has historically thrived when Donald Trump is in the White House. During his first, non-consecutive term, the Dow Jones Industrial Average (^DJI +0.58%), S&P 500 (^GSPC +0.37%), and Nasdaq Composite (^IXIC +0.19%) soared 57%, 70%, and 142%, respectively. Since President Trump's second term started on Jan. 20, 2025, it's been an encore performance for the Trump bull market. Through the closing bell on May 20, the Dow, S&P 500, and Nasdaq Composite have rallied 17%, 25%, and 37%, respectively. However, outsize returns under Trump may not be sustainable much longer. Although no metric or historical event can guarantee short-term directional movements in the Dow, S&P 500, and Nasdaq Composite, one indicator has been flawless in foreshadowing significant stock market declines -- and it's currently sounding a warning louder than ever before. Artificial intelligence and corporate tax policy have fueled the Trump bull market rally But before digging into the details of what history says will go wrong, it's imperative to lay the foundation of what's gone right under President Trump. To begin with, not all Trump bull market tailwinds are tied to the president. For instance, the evolution of artificial intelligence (AI) and the advent and proliferation of quantum computing were occurring well before the president took office for his second term. Investors have been waiting decades for a technological leap forward to rival what the internet did for corporate America and retail investors, and they finally have it with AI. Empowering software and systems with the tools to make split-second, autonomous decisions is a multitrillion-dollar technology that can benefit virtually all sectors and industries. But certain aspects of this rally can be directly traced back to Donald Trump. For example, Trump's signing of the Tax Cuts and Jobs Act (TCJA) in December 2017 transformed corporate America. The TCJA permanently lowered the peak margina...

Wall Street closed slightly higher on Friday but shed the lion's share of earlier gains into the close. The Dow Jones Industrial Average rose 0.58%, while the benchmark S&P 500 advanced 0.37%. The Nasdaq Composite edged up 0.19%. On a week-to-date basis, the benchmark S&P 500 was up 0.95%. The S&P 500 Health Care Index Sector ( XLV ) gained 3.37% during the week. The top S&P 500 healthcare gainers and losers for the last week are as follows: Top Gainers: DexCom ( DXCM ) +17.02% Bio-Techne ( TECH ) +11.37% Baxter International ( BAX ) +10.87% Merck & Co. ( MRK ) +9.9% Boston Scientific ( BSX ) +9.68% Top Losers: Regeneron Pharmaceuticals ( REGN ) -8.52% HCA Healthcare ( HCA ) -6.84% Universal Health Services ( UHS ) -6.43% Moderna ( MRNA ) -4.36% CVS Health ( CVS ) -2.74% Here are some of the important healthcare stories from this week: UnitedHealth stock slips as Berkshire Hathaway exits stake UnitedHealth Group ( UNH ) fell 0.7% on Monday after Berkshire Hathaway ( BRK.A ) ( BRK.B ) disclosed it had exited its position in the health insurer less than a year after rebuilding the stake. According to StockCircle data, Berkshire first bought UnitedHealth shares in the fourth quarter of 2006 and added to the position three more times, while reducing the stake on seven occasions through 2010. Berkshire re-entered the stock in the second quarter of 2025, acquiring about 5.04M shares during one of UnitedHealth’s steepest selloffs in years. UNH has gained about 16% year to date, making it one of the stronger-performing Dow components during the recovery. The stock hit a 52-week high of $404.14 in morning trading last Wednesday. Boston Scientific invests $1.5B in MiRus for ~34% equity stake Boston Scientific ( BSX ) said it is investing $1.5B for about a 34% stake in privately held MiRus, which develops biomaterials, implants, and treatment technologies for cardiovascular and orthopedic conditions, including the SIEGEL Balloon Expandable Transcatheter Aortic Valve Replacemen...

Don't let Nvidia's (NVDA 1.86%) 1.7% decline on May 21 fool you. The chip giant's first-quarter fiscal 2027 report was every bit of a showstopper, featuring $81.6 billion in quarterly revenue -- a 20% quarter-over-quarter and 85% year-over-year increase. Even more impressive is that Nvidia converted a mind-numbing 65.6% of its revenue into operating income in the period ended April 26. Despite its behemoth size, Nvidia is defying the laws of business physics by maintaining a breakneck top- and bottom-line growth rate, which is leading to more cash flow than Nvidia needs to reinvest in its business. As a result, Nvidia's board of directors approved an additional $80 billion share-repurchase authorization and announced a massive increase in its quarterly dividend from $0.01 per share to $0.25 per share. Here's why Nvidia's dividend increase makes it even more of a screaming buy now. Nvidia's dividend increase makes perfect sense In March, I correctly predicted that Nvidia would make a substantial dividend increase in 2026 based on comments from CFO Colette Kress at the company's GTC 2026 conference. Kress said that Nvidia plans to return at least 50% of free cash flow (FCF) to shareholders through dividends, especially in the second half of the year as it works through some investments. And given that Nvidia's buyback program is already massive, and its dividend was just $0.01 per share (a yield of 0.02%), a dividend raise was the logical next step in Nvidia's evolution into a mature, industry-leading tech giant rather than a high-flying cyclical growth stock. Nvidia initiated its dividend back in 2012, and while it was somewhat meaningful at the time, the payout became comically small as the stock soared in value. Nvidia's latest dividend raise doesn't make it a high-yield stock, but it will have a yield around 0.4%, which is in the ballpark of other tech giants like Apple (AAPL +1.38%), Alphabet, and Meta Platforms. However, some investors may prefer Nvidia to reinv...

Gilead Sciences (NASDAQ:GILD) Chief Medical Officer Dietmar Berger outlined several upcoming clinical and regulatory priorities across oncology, inflammation and HIV during a discussion with RBC Capital Markets senior biotech analyst Brian Abrahams. Berger said Gilead is focused on advancing Trodelvy, its TROP2 antibody-drug conjugate, into additional tumor types and earlier lines of therapy, while also building out newer programs in cell therapy, inflammatory disease and long-acting HIV prevention and treatment. Trodelvy Lung Cancer Data in Focus Abrahams began by asking about EVOKE-03, Gilead’s study of Trodelvy in first-line PD-L1-high non-small cell lung cancer. Berger described the trial design as straightforward, with Trodelvy added to pembrolizumab, which he characterized as the standard of care. Berger said Gilead is looking for a “significant PFS benefit” in the early analysis. He noted that progression-free survival is expected to be mature, while overall survival will be earlier and followed over time. “If the study is positive, this would be the first time that you really see meaningful benefit of a combination in this setting on top of pembrolizumab,” Berger said. He also pointed to Trodelvy’s recent positive data in first-line triple-negative breast cancer from the ASCENT-03 and ASCENT-4 studies, saying Gilead hopes for approval in that setting later this year. Berger said Trodelvy use has increased 37% year over year, which he attributed to physician comfort with the drug and confidence in its efficacy. ADC Strategy Expands With Tubulis Asset Berger also discussed Gilead’s interest in Tubulis, following Abrahams’ question about the company and updated data expected at ASCO. Berger said Gilead was attracted both to the company’s lead molecule, TUB-040, and to its differentiated antibody-drug conjugate platform. He described Tubulis’ P5 and Alco5 platforms as novel linker and payload technologies. According to Berger, the P5 platform enables stable link...

九龍城有鹹水管滲漏，附近道路行車一度受阻。 涉事的鹹水供水管，位於九龍城士他令道，大量黃泥水不斷湧出，淹浸了一段馬路，有停泊在咪表位的私家車，車輛被浸於水中，途人經過都要扶住建築物外牆，小心翼翼地涉水而行。 警方傍晚約六時接獲途人報案，指士他令道行人路爆水管，人員到場指揮交通並拉起封鎖線，車輛一度不可由太子道西轉入，水務署稱已派員到現場跟進。

Shortly after 6pm Saturday a 21-year-old man approached a checkpoint near 17th Street and Pennsylvania Avenue and opened fire on Secret Service officers. The agents returned fire, striking the gunman, who was transported to a local hospital and later died. Lisa Mateo on Bloomberg This Weekend gives the latest update on the situation. (Source: Bloomberg)

Victoria Pendleton with a bike in 1991 and 2026 Victoria Pendleton in 1991 and 2026. Later photograph: Pål Hansen/The Guardian. Styling: Andie Redman. Hair and makeup: Céline Nonon at Arlington Artists. With thanks to WWT London Wetland Centre, Barnes. Archive photograph: courtesy of Victoria Pendleton Born in Bedfordshire in 1980, cyclist Victoria Pendleton is one of Britain’s most decorated athletes. As well as winning nine world championship golds, she won the gold medal in the sprint at the 2008 Olympics and the gold medal in the keirin (a sprint following a speed-controlled start), as well as a silver medal in the sprint in the 2012 Olympics. She retired from cycling in 2012 and is now a jockey. Her new book, The Fear Opportunity, is published on 21 May. This was taken when cycling was a hobby and nothing more. My family were on holiday in the south of France, not far from Saint-Tropez. That was my first solo racing bike – it was secondhand and Dad got it custom sprayed. My twin, Alex, had one, too. We were very proud of them. My dad was in love with cycling and he wanted us to experience that refuge. It was his therapy and his community. We started on a tandem, but as soon as Alex and I were old enough to get our own bikes, aged nine, we started grass track racing. At this age, I was very shy and timid, but I was content because I had a nice upbringing. My parents raised me not as a little girl, but as a twinny. They gave Alex and me gender‑neutral gifts and Dad would take my brother cycling the same number of times as he would take me. I’m grateful, because it gave me a sense of capability, but I soon discovered things are not quite as fair in real life as they were at home. Nowhere was I more aware of the limitations of being a girl than in the school playground. It was segregated into boys’ sports pitches, and the girls were pushed to the peripherals to avoid being hit by a football. I found break time boring. Girls weren’t encouraged to pursue sports at al...

⚽ 4pm BST kick-offs | Tottenham v Everton – live ⚽ Live scores | Latest table | Top scorers | Email Simon So, today is the day. No more procrastination, an end to doubt and vacillation. The single remaining relegation spot is by a margin the most significant position to be decided, and the crux of it is this: West Ham will go down if they don’t beat Leeds at home. They will also go down if Tottenham beat Everton at home, or if Spurs draw and West Ham win by fewer than 12 (twelve) goals. (The biggest margin of victory in the history of the Premier League is 9-0; in the history of the entire Football League there have been four victories by a margin big enough to save West Ham should Spurs win today, the most recent 80 years ago). Meanwhile, though we know that Arsenal will finish first, Manchester City second and Manchester United third, no other position in the entire league is already determined. Liverpool need a point to seal a Champions League place, but if they beat Brentford at home and fourth-placed Aston Villa lose at Manchester City they would go to fourth, Villa drop to fifth and, thanks to Villa’s Europa League victory, a sixth Champions League spot will open up. Continue reading...

You’re supposed to be quiet in the cinema. So why are the snacks so loud? Michael Rivera, London Send new questions to nq@theguardian.com. Readers reply Cinema chains turn a huge profit selling noisy snacks like popcorn, nachos, and fizzy drinks. And a quiet cinema is usually an empty cinema. Sagarmatha1953 Most people seem to consider that cinemas are not, in fact, quiet places any more. Maybe that’s why the films are delivered at deafening volume? Wordchazer Pretty easy, this one. You hear a slurped drink, you’re now thinking about drink … Mr_202 They aren’t noisy if you don’t stuff them in your face when the film is on. salamandertome The noise itself is the point; what is on the screen is a mere diversion. Shifting from visual sensations to aural, there are no live recordings of classical or jazz music without audience members coughing intermittently. The best composers take this into account. As one example among many, Ligeti’s Requiem begins slowly in the lowest register in order to highlight the presence of audience-generated “music”. There is an uncomfortable wrestling between audience coughing and the composer’s notes. The music builds up slowly to eventually drown out the audience noise, keeping steady at an adequate level of loudness in order to assert the composer’s primacy in the dialectical orchestra-audience interaction. John Cage’s 4’ 33”, on the other hand, begins and ends by accepting the composer’s defeat and letting the audience music run its course. Not a second more or less. We can think of all the munching and crunching and slurping sounds in a cinema as unintentional Cage-like compositions. trp9871 I’m afraid there’s a self-styled elite who think they can do just as they please with their infernal crisp packets, nachos and sweet wrappers. The situation is untenable – something must be done. There must be order, not repressive order, but order. “Controlleurs” with uniforms and glaring eyes under bushy eyebrows, with signs at entrances: ADMISSI...

Holidays offering the newly-in-love stress tests are missing the point. Strife is inevitable, it’s how you deal with it over the long term that matters ‘Turbulence test” trips are a “romantic travel trend” for new couples, according to US Vogue . The magazine spoke to two women who had decided to stress-test fledgling relationships with trips, and a hotel in Charleston, South Carolina, that aims to “lean into couples’ curiosity about their connection” by offering a “turbulence test” package . It includes $100 (£74) of cocktails and a pack of conversation cards, which does indeed sound like a recipe for brewing trouble in paradise. I can’t fault travel as a trial for new romance: coffin-sized shared spaces, upset schedules, tricky interactions, destination disappointments – and the unhelpful accepted wisdom that holidays should be better than real life when they’re less comfortable and way more expensive than staying home – make them into a Soltan-scented pressure cooker for couples. My husband and I nearly split after a horrific trip to Italy in our second year together – it started with unsuccessfully trying to hitchhike 20 miles in a thunderstorm after discovering no trains ran on 15 August and continued with a fortnight of rain, recriminations, tinned soup and cheap wine-fuelled fights. Continue reading...

Alcohol charities have criticised a new 99p shot from the company behind BuzzBallz, warning its cheap price and heavy marketing are designed “to appeal to children”. BuzzBallz, the brightly coloured ready-to-drink cocktails sold in spherical containers, have become popular with younger drinkers and on social media in recent years, particularly on TikTok where users post tasting videos and cocktail hacks featuring the brand. The new product is being pitched as a nostalgia buy, with the company behind it rolling out an ice-cream van called the 99 Liquor Whip, serving the shots at university campuses this month , offering “unapologetically fun flavour experiences”. Jem Roberts, head of external affairs at the Institute of Alcohol Studies, said the launch “looks like a product entirely designed to appeal to children while hiding behind a thin ‘nostalgia’ label”. He added: “Sweet flavours, TikTok-style branding, and even an ice-cream van, it’s hardly subtle. “We know two of the biggest drivers of alcohol harm are cheap prices and heavy marketing. A 99p shot promoted as fun and shareable combines both. And while youth drinking has declined, the UK still has some of the highest levels of heavy episodic drinking among young people in Europe, so this is not a problem we’ve solved.” Roberts called for better regulation, noting that while alcohol industry rules state products should not particularly appeal to children, “examples like this keep appearing”. View image in fullscreen A BuzzBallz giant gacha machine pop-up in London, where visitors can win items from a dispensing prize machine. Photograph: PA Images/Alamy Stock Photo/Alamy Live News. Joe Marley, executive director at Alcohol Change UK, said: “Alcohol companies constantly find new and innovative ways to make alcohol seem essential to having a good time and encourage us to drink and drink more alcohol. In this case, the group behind BuzzBallz and Fireball Whisky’s blatant tactics to promote its new range will first r...

The document is full of disclaimers and does not address fundamental issues, including Gaza and the Biden-to-Harris transition When the Democratic National Committee finally released its autopsy on the 2024 election disaster, not even the DNC chair could defend it. “I don’t endorse what’s in this report,” Ken Martin conceded as the autopsy went public on Thursday. After several months of withholding the autopsy on the grounds of not wanting it to be a distraction, Martin fessed up at last: “When I received the report late last year, it wasn’t ready for primetime. Not even close. And because no source material was provided, fixing it would have meant starting over, from the beginning.” In response, a former Obama speechwriter, Jon Favreau, summed up eight stages of Martin’s tortuous process that has spanned more than a year: “Promise to release autopsy; put incompetent friend in charge; incompetent friend produces incoherent product; announce you’re not releasing the autopsy; lie about why; gaslight people who ask, saying they’re the problem; face internal revolt; release autopsy.” Norman Solomon is the director of RootsAction and executive director of the Institute for Public Accuracy. His latest book is The Blue Road to Trump Hell: How Corporate Democrats Paved the Way for Autocracy Continue reading...

More than 500 children have died in an outbreak that the world is virtually ignoring toggle caption Anike Rahman for NPR Hantavirus and Ebola are making headlines. But another deadly outbreak is unfolding that's barely registered on the global scene. "We've been crying out loud about this from the beginning, but it has been a silent situation," says Hasina Rahman. "There hasn't been much attention around it." She's talking about a devastating measles outbreak in Bangladesh. Since the virus took off in mid-March, the country has tallied more than 60,000 suspected cases and 528 suspected measles-related deaths. The vast majority of the sick and dead are children under age 5. "It is huge, with just so much strain on the [health care] systems," says Rahman , who is the International Rescue Committee's deputy regional director for Asia. Sponsor Message Miftahul Zannat's family knows how strained the healthcare system is firsthand. The 2-year-old developed classic symptoms of measles — including a fever and rash — as well as vomiting and diarrhea. After two hospital stays near their home in Bhairab, Zannat was not improving. She became lethargic and refused to eat. "Once she fell ill, she became completely bedridden. She couldn't even open her eyes," says her father, Mohammad Kamal. Her worried parents, like many other families, took her to the capital, Dhaka, where hospitals have the capacity to care for patients with a severe case. The journey took several hours. But once there, the child was turned away by two facilities already overwhelmed by the crush of measles patients. While most people who get measles recover in a few weeks, the infection can be dangerous. It can lead to complications and lasting damage, including pneumonia, inflammation of the brain and blindness. And worldwide, in 2024, nearly 100,000 people died of the disease. Children who are malnourished are especially vulnerable to measles — and in Bangladesh , 1 in 4 children under age 5 are stunted, mean...

Micron Technology (MU) stock is up 133% from its March 30 low of $321.80, but MU could still be cheap based on its projected free cash flow. Moreover, analysts have raised their price targets. One play is to short out-of-the-money (OTM) put options. MU closed at $751.00 per share on Friday, May 22, down from a recent peak of $803.63 on May 13. But it could be worth almost 13% more at almost $844, as this article will show. Why Micron's FCF Could Spike On March 18, Micron posted very strong earnings and free cash flow (FCF) fiscal Q2 margins (ending Feb. 28), as I discussed in my April 14 Barchart article, “Analysts Hike Their Micron Estimates, Pushing MU Stock Price Targets Higher.” For example, its first-half adjusted FCF margin was 28.83% (i.e., $10.8b/$37.5b revenue), and its Q2 adj. FCF margin was 28.87% (i.e., $6.889b/$23.86b revenue). This can be seen in the table Micron provided: Micron's First Half (H1) adj. FCF - March 18 fiscal Q1 earnings release We can use these to forecast FCF. For example, analysts now project revenue next year will be $172.76 billion. So, using an average 28.85% FCF margin, its FCF could almost reach $50 billion: $172.76 billion revenue x 0.2885 = $49.84 billion FCF Last quarter, Micron was on a run-rate FCF of just $27.6 billion (i.e., $6.6889 billion Q1 adj. FCF x 4). In other words, we can reasonably expect Micron's adj. FCF to rise 82.5% next year. As a result, we can expect its price target to be substantially higher. MU Price Targets For example, assuming the market values this FCF estimate at a 5.0% FCF yield, i.e., 20x FCF. That would give Micron a fair value of almost $1 trillion: $49.84b adj. FCF 2027 x 20 = $996.8 billion That is +17.7% higher than Micron's market cap today (i.e., $846.92 billion, according to Yahoo! Finance). But, just to be conservative, let's assume the market's lower valuation range is a 5.5% FCF yield, i.e., an 18.18x multiple (i.e., 1/0.055 = 18.18x): $49.84b x 18.18 = $906.1 billion That's 7% higher ...

Micron Stock is Up over 133% From Its Lows - But Is MU Still Undervalued? Yahoo Finance

Micron Stock is Up over 133% From Its Lows - But Is MU Still Undervalued? Barchart

SpaceX is striking while AI boom is hot, and its IPO is taking up all the space. Wall Street digested the $2 trillion valuation that the Elon Musk-led rocket and satellite company seeks after filing its IPO prospectus last week. The company's ambitions span from colonizing Mars to creating a network of orbital AI data centers. It sees a total addressable market of $28.5 trillion, mostly coming from AI. "This is a company that is investing very heavily, very heavy capex spend into AI infrastructure and into their Starship vehicle, which is going to enable all of these future businesses," said Chad Anderson, Space Capital founder and CEO. The venture capital firm's largest holding is SpaceX. Nancy Tengler, CEO at Laffer Tengler Investments, which invests in Musk’s Tesla (TSLA), said her firm is interested in SpaceX as one of her funds also owns Planet Labs and Rocket Labs. "We see it as additive," she said. "I think ultimately SpaceX and Tesla merge." However, the big question is whether market euphoria over mega IPOs related to AI may be signaling a top. The S&P 500 is on its way to posting the largest earnings growth in five years, with the majority of companies surpassing earnings expectations, according to Bloomberg data. Most of that growth has come from Big Tech and AI. Even as Wall Street analysts still see growth ahead, high oil prices have sent inflation expectations and bond yields higher, keeping investors on edge. "We're on the heels of this bull market that's been driven by an industry that didn't exist four or five years ago," Matt Powers of Powers Advisory Group told Yahoo Finance, noting the popularity of SpaceX, OpenAI, and Anthropic in the private secondary markets “There’s mania here, obviously,” he said, suggesting it’s best to wait to buy shares after the opening day. “I would give it a few days just to see what shakes out.” Particularly notable is that SpaceX is reportedly considering allocating 30% of shares to retail investors, versus a typical...

Ruysal/iStock via Getty Images I've been covering Quantum Corp. ( QMCO ) for the past year here at Seeking Alpha . I initiated coverage back in September 2025, arguing that Quantum was not a good play for either AI or quantum computing . After a significant share price pullback, I upgraded the stock to a hold rating following the company's fiscal year Q2 earnings, and I stuck with that viewpoint following the company's Q3 revenues pre-announcement in January. Quantum Corp. is expected to announce its fiscal year 2026 Q4 earnings on June 11th . With the recent rally in QMCO stock and the upcoming earnings announcement, it's a good time for an updated look at the firm's outlook. Recent Rally Once Again Seemingly Driven by Quantum Computing Enthusiasm Dating back to my first article on the company, I've expressed my concerns that traders are viewing Quantum Corp. as a quantum computing company. Just judging off the firm's name, that would make sense. However, as it would turn out, Quantum Corp. has operated under its corporate name since the 1980s, long predating the enthusiasm around the more recently emerging quantum computing sector. To be clear, Quantum Corp. simply does not have much of anything in common with pureplay quantum computing companies such as IonQ ( IONQ ) or Rigetti Computing ( RGTI ). If you're looking for the firm that can generate the most qubits in order to revolutionize the supercomputing landscape, QMCO stock is not the thing you're looking for. Rather, Quantum Corp. offers solutions for tape storage and data management. That's a more stable and established field that has existed for several decades now rather than being a revolutionary new paradigm for advanced computing. However, due to the firm's name, Quantum Corp. stock seems to enjoy increased sentiment and trading volume whenever quantum computing stocks are in the news. To the extent that folks are simply buying a basket of names that appear to be related to the theme, that makes sense. ...

I have accomplished the unthinkable: I have learned to sleep soundly through the night without my phone at my bedside. Please, hold your applause. If it weren’t for the Dreamie alarm clock, I’m not sure that this Herculean feat would have been possible. If it feels as though I am bragging that I brushed my teeth this morning, then you are not Dreamie’s target audience. But I certainly am, and I’m not alone in feeling so attached to my phone that I’m basically a cyborg. I know that using my phone in bed interferes with my sleep, and poor sleep interferes with basically everything else about my mental and physical health. Yet before Dreamie, I went more than a decade with my phone at my bedside every single night – that’s tens of thousands of nights spent so attached to my glowing rectangle that I couldn’t imagine the horror of waking up in the middle of the night without it. I’m not totally helpless. Over the last few years, I’ve established a habit of reading before bed, which makes me feel markedly more relaxed when it’s finally time to shut my eyes. Still, I’ve never been a good sleeper (just ask my parents, who suffered endlessly for taking me to see a museum exhibit about the Titanic when I was a child, which made me think I was going to die on the Titanic). Sometimes, when I can’t drown out my noisy brain, the only thing that can get me to sleep is to close my eyes and listen to podcasts or audiobooks (as long as they’re not about the Titanic). Whoever designed the Dreamie seems to share my affliction, because what sets Dreamie apart from all of the other fancy alarm clocks is laughably simple: It can play podcasts. Image Credits:Dreamie Before we get to the podcasts, though, we need to zoom out. Here’s how Dreamie works. In “ambience” mode, it’s just a normal clock – but it has another series of modes that make up your sleep routine. The “wind down” starts your routine, signaling that it’s almost time for bed. I have mine set to sound like a fireplace crackle ...