Meta Platforms (NASDAQ: META) may soon pose a new question to its shareholders. Shares of the social media giant fell roughly 6% on Friday, June 5, after a Financial Times report said the company is weighing a sale of new stock -- potentially tens of billions of dollars' worth -- to help fund its surging investment in artificial intelligence (AI) . Meta quickly called the report "pure speculation,...
Meta Platforms (NASDAQ: META) may soon pose a new question to its shareholders. Shares of the social media giant fell roughly 6% on Friday, June 5, after a Financial Times report said the company is weighing a sale of new stock -- potentially tens of billions of dollars' worth -- to help fund its surging investment in artificial intelligence (AI) . Meta quickly called the report "pure speculation," noting that it hasn't hired banks and continues to explore flexible ways to raise money. So, this is a possibility, not a plan. But it's one worth taking seriously, arriving just days after rival Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) priced a roughly $85 billion equity raise to fund its own AI ambitions. The question for shareholders is less about whether Meta can fund its plans than about how it chooses to -- and selling new shares would be a very different lever than the ones it has used so far. Continue reading
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.
Asian stocks enjoyed a partial rebound from the previous day's rout as investors returned to the AI trade, while easing Middle East tensions also provided support and pushed oil prices down. Investors also took heart from news that Iran and Israel said Monday they had halted hostilities after exchanging strikes that threatened to reignite the Middle East war.
Asian stocks enjoyed a partial rebound from the previous day's rout as investors returned to the AI trade, while easing Middle East tensions also provided support and pushed oil prices down. Investors also took heart from news that Iran and Israel said Monday they had halted hostilities after exchanging strikes that threatened to reignite the Middle East war.
Traders may have another reason to worry less about bond volatility spiking this summer: the FIFA World Cup . Citigroup Inc. says market swings in US and European debt markets tend to ebb when the most-watched sporting tournament on the planet takes place. With the first matches starting Thursday, the bank has reiterated its recommendation to position for lower volatility in the yield curve. “Hist...
Traders may have another reason to worry less about bond volatility spiking this summer: the FIFA World Cup . Citigroup Inc. says market swings in US and European debt markets tend to ebb when the most-watched sporting tournament on the planet takes place. With the first matches starting Thursday, the bank has reiterated its recommendation to position for lower volatility in the yield curve. “Historically, short-dated rates vols in US and EUR tend to stay low or grind even lower during the World Cup, which supports our near-term bearish vol bias,” strategists including Mike Chang wrote in a note dated June 8. Citi strategists say moves in the two- to 10-year part of the yield curve tend to be more modest than those implied over the next month by current market pricing. To take advantage of the trend, the bank is recommending a short yield-curve volatility trade using options. “We continue to favor being tactically short curve vol in the near-term, especially heading into this summer’s football tournament,” they wrote. Market volatility typically eases during the Northern Hemisphere summer as investors head on vacation and trading activity slows. The World Cup — which runs from June 11 through July 19 — could further drain liquidity, with some traders potentially devoting more attention to matches than markets. The ICE BofA MOVE Index , a measure of bond-market volatility, has fallen from a high in March and remains below levels seen a year ago, signaling rates have settled into a relatively narrow range. Despite uncertainty around the Middle East conflict, Citi expects short-term interest-rate volatility to remain subdued, saying that the Federal Reserve’s gradual approach to policy should help keep market swings contained. While this week’s US consumer-price report may trigger market swings, the bank said markets could see a month-long period of relative lull afterward. Mbappé Will Power France to World Cup Gold Over Spain, BofA Says Beer Stocks Set for Billion-Pin...
Oil could hit $150 per barrel within the next couple of months if the fighting in the Middle East continues, as inventories are now at very low levels, said Claudio Galimberti, chief economist at Rystad Energy. "At this point, unless we solve [the Middle East conflict], unless we start to see an increase in the flow, then we are going to see lower and lower inventories, which means higher and high...
Oil could hit $150 per barrel within the next couple of months if the fighting in the Middle East continues, as inventories are now at very low levels, said Claudio Galimberti, chief economist at Rystad Energy. "At this point, unless we solve [the Middle East conflict], unless we start to see an increase in the flow, then we are going to see lower and lower inventories, which means higher and higher prices," Galimberti said. Brent crude was sitting around $94 a barrel on Tuesday. Galimberti reckons that the global oil crunch may be solved by raising the number of barrels flowing through the Strait of Hormuz to 10 million a day from two million. "If we manage to go through from two to 10, and that is possible in our view, over the next three to six months, then we will have solved the [oil crunch] crisis," he said. '"The problem, sitting right here, right now, we are absolutely not there." he added. That said, even if the oil crunch crisis is solved, there may be a shift to a huge oil oversupply due to the unwinding done by OPEC, given that the UAE has left the cartel, said Galimberti. This "is a year of absolute deficit, but fast forward, 2027 may turn out to be a year of humongous surplus," he said, adding that this is another factor that could create a lot of confusion in the market. Recent oil prices and other asset classes have been hit by volatility caused by the Middle East conflict, as investors grapple with mixed signals in the Iran-U.S. negotiations amid a fragile ceasefire. It has been slightly over 100 days since the Middle East war began.
Lemon_tm/iStock via Getty Images The following segment was excerpted from Janus Henderson Opportunistic Alpha Managed Account Q1 2026 Commentary The Portfolio returned -4.62% (gro S s) and the S&P 500® Index returned -4.33%. Contributors/detractors Stock selection in the consumer discretionary and healthcare sectors detracted from relative performance. Stock selection in the information technology...
Lemon_tm/iStock via Getty Images The following segment was excerpted from Janus Henderson Opportunistic Alpha Managed Account Q1 2026 Commentary The Portfolio returned -4.62% (gro S s) and the S&P 500® Index returned -4.33%. Contributors/detractors Stock selection in the consumer discretionary and healthcare sectors detracted from relative performance. Stock selection in the information technology and industrials sectors contributed. Portfolio review We remain excited about opportunities around AI, and our conversations with companies across the ecosystem have reinforced our view that demand for AI compute will continue to exceed supply for the foreseeable future. This should fuel ongoing capital investment and opportunities for companies, especially those operating in critical bottlenecks around infrastructure, memory, optical, and power. Such companies include Vertiv Holdings ( VRT ), a top relative contributor for the first quarter. Vertiv is an essential supplier of cooling, power management, and rack systems to AI data centers. It has delivered strong earnings growth, with its orders backlog more than doubling on a year-over-year basis. It has continued to expand its market reach and capabilities through strategic investments, especially in liquid cooling technologies, and it announced a new partnership with NVIDIA ( NVDA ) to develop advanced solutions to support high-density data centers. Shares rose further on news that Vertiv's stock will be added to the S&P 500 Index, which may draw additional investor attention to the stock. Lumentum ( LITE ) Holdings, another outperformer, is a leading supplier of optical components critical to AI-driven data center networking. The company has several avenues for revenue growth, including sales of optical transceivers, which support the transmission of data through optic cables by transmitting electrical signals into light. It also has a strong foothold in the optical circuit switch market, where Google ( GOOGL ) is a ma...
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.
Gale-force winds and rough seas battered New Zealand’s capital of Wellington on Tuesday, forcing ferry and flight cancellations and road closures as authorities urged hundreds of residents along the city’s south coast to evacuate. A light aircraft was briefly blown over by strong winds at Wellington airport after a gust of wind tipped the plane onto its wing and wheel, the airport confirmed by...
Gale-force winds and rough seas battered New Zealand’s capital of Wellington on Tuesday, forcing ferry and flight cancellations and road closures as authorities urged hundreds of residents along the city’s south coast to evacuate. A light aircraft was briefly blown over by strong winds at Wellington airport after a gust of wind tipped the plane onto its wing and wheel, the airport confirmed by email. “Nobody was injured and it was quickly righted,” it said. The New Zealand Herald said the...
据知情人士透露，负责Oatly Group AB中国业务的高管正考虑收购该业务。 知情人士透露，潜在买方正努力推动交易，希望最快能于今年完成对Oatly大中华区业务的收购。知情人士表示，相关磋商仍在进行中，最终未必能达成交易。 Oatly一位代表引用了该公司4月发布的最新财报，当时财报显示，该集团正在继续评估中国业务的各种方案，包括潜在的分拆，以加速增长并实现价值最大化。Oatly将在适当时机更新...
据知情人士透露，负责Oatly Group AB中国业务的高管正考虑收购该业务。 知情人士透露，潜在买方正努力推动交易，希望最快能于今年完成对Oatly大中华区业务的收购。知情人士表示，相关磋商仍在进行中，最终未必能达成交易。 Oatly一位代表引用了该公司4月发布的最新财报，当时财报显示，该集团正在继续评估中国业务的各种方案，包括潜在的分拆，以加速增长并实现价值最大化。Oatly将在适当时机更新这项策略检讨进展。 Oatly去年开始检讨其大中华区业务，考虑的选项包括可能进行业务分拆。上一季大中华区收入同比减少2.1%至2，930万美元，主要原因是其餐饮服务管道的销售额下降。 责任编辑：于健 SF069
Apple Inc. ’s iOS 27 and related software updates offer the clearest public signs yet of the company’s upcoming foldable iPhone, revealing references to folding hardware and new features designed for larger, more flexible displays. The device, meant to bring a fresh form factor to the nearly 20-year-old iPhone lineup, is slated to debut in September alongside the iPhone 18 Pro family, Bloomberg Ne...
Apple Inc. ’s iOS 27 and related software updates offer the clearest public signs yet of the company’s upcoming foldable iPhone, revealing references to folding hardware and new features designed for larger, more flexible displays. The device, meant to bring a fresh form factor to the nearly 20-year-old iPhone lineup, is slated to debut in September alongside the iPhone 18 Pro family, Bloomberg News has reported. It will start at around $2,000 and compete with foldable phones from Samsung Electronics Co. and other manufacturers. Now, a series of software clues and newly announced features suggest Apple is ramping up work on the product as it nears its introduction. Read More: Apple’s AI Reboot Sets Stage for New Devices After Shaky Start Files hidden inside the first developer beta of iOS 27, discovered by software researcher M1Astra and shared with Bloomberg News, include code strings related to determining whether a device is folded or unfolded. One mechanism is referred to internally as “foldState.” There are also entries labeled “mechanicalAngleDegrees” and “angleDegrees,” suggesting the software can determine how widely a device is opened around its hinge. The operating system contains indicators tied to an updated Apple service utility used to repair iPhone displays. Within iOS 27, the tool includes mentions of a secondary display, a second cover glass and two additional light sensors. The public-facing version of iOS 27 includes several features that appear well suited to a foldable device. Read More: Apple’s Foldable iPhone Remains on Track for September Debut Some widgets, for example, are now available in a full-page format on the iPhone, allowing apps such as Music, News and Weather to occupy an entire home screen. The design would be particularly useful on a foldable iPhone, where a larger display can accommodate side-by-side panels. In macOS 27 Golden Gate, Apple has updated its iPhone Mirroring feature so a connected phone can be resized to iPad-sized ...