Key Points Almitas Capital bought 143,527 shares of ASA last quarter, with an estimated transaction value of $9.69 million based on average quarterly prices. Meanwhile, the quarter-end ASA position value increased by $9.80 million, reflecting both trading activity and share price movement. The trade represented a 2.19% change in Almitas’s 13F AUM. The quarter-end stake stood at 525,666 shares valued at $32.61 million. 10 stocks we like better than Asa Gold And Precious Metals › On May 15, 2026, Almitas Capital disclosed a purchase of 143,527 additional shares of ASA Gold and Precious Metals Limited (NYSE:ASA), an estimated $9.69 million trade based on quarterly average pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Almitas Capital increased its position in ASA Gold and Precious Metals Limited (NYSE:ASA) by 143,527 shares during the first quarter of 2026. The estimated transaction value was $9.69 million based on the quarter’s average share price. The quarter-end value of the ASA stake rose by $9.80 million, reflecting both the purchase and changes in ASA’s share price. What else to know Almitas Capital executed a buy in ASA, with the post-trade position representing 7.37% of its 13F assets under management. Top five holdings after the filing: NYSEMKT:FBTC: $90.71 million (20.5% of AUM) NYSE:BTT: $33.73 million (7.6% of AUM) NYSE:ASA: $32.61 million (7.4% of AUM) NASDAQ:AMLX: $29.50 million (6.7% of AUM) NASDAQ:DSGN: $16.28 million (3.7% of AUM) As of Friday, ASA shares were priced at $59.54, up nearly 100% over the past year and well outperforming the S&P 500, which is instead up about 28% in the same period. Company overview Metric Value Price (as of Friday) $59.54 Market capitalization $1.1 billion Revenue (TTM) $672 million Net income (TTM) $664 million Company snapshot ASA Gold and Precious Metals Limited invests in equities of companies engaged in the exploration, mining, and processing of gold, silver,...

Sven Piper/iStock Editorial via Getty Images Elon Musk appears poised to test one of Wall Street’s oldest rules: whether investor enthusiasm can overpower almost every traditional warning sign in a public offering, according to Tim Higgins, technology columnist for The Wall Street Journal. SpaceX’s ( SPCX ) newly released IPO filing contains enough governance concerns, financial losses and related-party transactions to unsettle many institutional investors. But Musk’s track record of turning ambitious, cash-burning ventures into wildly valuable companies may once again reshape the rules of investor behavior, Higgins writes. The filing leans heavily into Musk’s trademark futuristic vision. SpaceX ( SPCX ) repeatedly frames its mission around making humanity “multiplanetary,” expanding human consciousness into space and opening what it describes as the largest economic opportunity in human history. The prospectus even includes artwork imagining life on Mars and outlines a potential addressable market estimated at roughly $28.5 trillion. For investors, the offering represents more than another tech IPO. It could become a referendum on whether the “Musk premium” remains strong enough to justify overlooking mounting concerns about governance, profitability and concentration of power. If successful, the deal may reinforce the growing dominance of founder-controlled companies and further validate the influence retail investors now wield in modern capital markets. Financially, the filing presents a mixed picture. SpaceX ( SPCX ) and its affiliated businesses reportedly generated about $19 billion in revenue last year, while posting losses approaching $5 billion. The company is also seeking significant new funding to support development of its Starship rocket program and to expand costly artificial-intelligence infrastructure following Musk’s merger of SpaceX with xAI. The documents also disclose more than $1 billion in transactions involving Musk-controlled companies, inclu...

AI Optimism Prevails: Social media chatter centers on Palantir's positioning amid broader tech strength and artificial intelligence advancements. Participants frequently include the stock in lists of names expected to deliver substantial long-term returns through 2030. Political Ties Surface: Recent commentary notes former President Trump's public endorsement of the company alongside its ticker, following reported stock purchases. This has added a layer of intrigue to ongoing conversations about government and enterprise contracts. Market Context Drives Talk: With a holiday-shortened trading week ahead, discussions tie Palantir to resilient earnings trends and AI-driven sector performance. Overall sentiment remains bullish as investors weigh growth prospects against potential volatility. Note: This discussion summary was generated from an AI condensation of post data. Palantir Technologies Insider Trading Activity Palantir Technologies insiders have traded $PLTR stock on the open market 125 times in the past 6 months. Of those trades, 0 have been purchases and 125 have been sales. Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months: To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint. EARLY ACCESS Receive PLTR Data Alerts Real-time alerts on filings, insider trades, and market signals — before everyone else. Get Alerts → Palantir Technologies Revenue Palantir Technologies had revenues of $1.6B in Q1 2026. This is an increase of 84.71% from the same period in the prior year. You can track PLTR financials on Quiver Quantitative's PLTR stock page. You can access data on PLTR stock through the Quiver Quantitative API. Palantir Technologies Congressional Stock Trading Members of Congress have traded $PLTR stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 h...

Palantir is 1 of the fastest-growing AI companies, but does that make it a buy? MSN

US Secretary of State Marco Rubio said there may be “some good news” regarding the blocked Strait of Hormuz in the coming hours, as Iran and Washington press ahead with peace negotiations. Bloomberg's Horizons Middle East and Africa anchor Joumanna Bercetche and Axios Congressional Reporter Andrew Solender joined David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)

Jeff Bezos sat down with CNBC’s Squawk Box on May 20, 2026, delivering one of the bluntest defenses of his own tax bill any U.S. billionaire has offered in years. The segment, titled "Jeff Bezos on U.S. tax code: This is crony capitalism,", framed the Amazon (NASDAQ:AMZN) founder’s argument as a structural critique of Washington ... “This Is Crony Capitalism,” Bezos Tells CNBC, Defending His Tax Bill on Live TV

神舟二十三號即將升空，酒泉發射中心工作人員作最後準備。

有多名香港學生和青年代表，到酒泉衛星發射中心，為港產航天員黎家盈「打氣」。 香港大學學生林同學稱：「作為她的師妹，我真的很佩服她在背後付出的所有努力，作為香港土生土長香港人，對於成為航天員是一個無辦法實現的童年遙遠夢想，見到她今天穿航天員，搭乘神舟二十三號，都證明了一點，就是香港人可參加國家最前沿的航天任務。」 香港市民莊小姐說：「可以用廣東話為她打氣，我們真的很激動，希望我們女性可以像她一樣，成為香港的驕傲，為祖國增光。」 香港市民賀先生表示：「很激動，剛才我們真的叫破喉嚨，叫到走音，因為我沒想過能親身來到，覺得很榮幸、很感動，我希望她身體健康，與另外兩位太空人一起相處融洽，開開心心，為國家找到一些很有用，對於未來太空科研有更多成果。」

The PLA Navy’s aircraft carrier base in Hainan could prove vital to the fleet’s survivability and crucial in countering US containment along the first island chain in wartime, according to a prominent mainland Chinese magazine. Such a posture could also support efforts to impose a maritime blockade around Taiwan in the event of a conflict, Defence Review reported this month. China now operates three aircraft carriers: the Liaoning , the Shandong , and the most advanced, the catapult-equipped Fujian , a vessel commissioned last year and with its homeport in a military port in Sanya in southern Hainan province. Advertisement The Sanya naval complex includes the Yulin Naval Base in the city’s eastern suburbs, which serves as an important surface fleet and submarine support facility. The country’s second carrier Shandong is also mainly based in Sanya, while the Liaoning’s homeport is the city of Qingdao in eastern Shandong province, which is also the headquarters of the navy’s North Sea Fleet. 02:21 Chinese aircraft carrier Shandong arrives in Hong Kong for 5-day visit The Hainan base could be considered more strategically important given its geographic location, especially as China faced persistent pressure from the US and its allies in the first island chain, the magazine said.

Now over a decade old, the Apple Watch is in need of a shake-up as the health and fitness wearables market pivots. Also: Apple will overhaul the AirPods control panel, improve both Genmoji and image generation, and add default support for AirPlay rivals in iOS 27. Last week in Power On : Apple’s new ChatGPT-style Siri app in iOS 27 will have an auto-deleting chats feature . The Starters There’s no downplaying the impact of the Apple Watch, which transformed the smartwatch market, generated an estimated $100 billion in lifetime sales, and helped turn its maker into a player in health and wearables. When the device arrived in 2015, it shook up the industry by bringing sensors, fashion and a rich OLED display to a category that previously felt experimental and niche. Over time, the product gained dedicated apps, water resistance for swimming and increasingly sophisticated health features. When the Apple Watch Ultra debuted in 2022, it became an alternative to Garmin Ltd. devices for outdoor enthusiasts. Moreover, the Apple Watch laid the foundation for a wearables business that now includes AirPods and the Vision Pro headset. In the years ahead, Apple Inc. plans to build on this expansion by pushing into smart glasses, AI-focused earbuds, and new neck- and shirt-worn devices. But even with all this progress, Apple risks falling behind in the next phase of the industry it helped create. Eleven years after the watch’s launch, innovation has slowed and the lineup is losing momentum — just as competition in wearables is heating up. Consumer preferences also are shifting. Though Apple still has one of the strongest smartwatches in the industry, many customers are now shying away from screen-heavy devices and embracing simpler products that offer passive data collection, longer battery life and AI-powered insights. Companies like Whoop Inc. and Oura Health Oy have built momentum and multibillion-dollar businesses around screenless bands and rings that emphasize recovery, sle...

StevanZZ/iStock via Getty Images It pays to buy into up-and-coming and underfollowed stocks, especially when industry dynamics are working in their favor. While big players capture much of the attention, smaller names don’t require attention-grabbing acquisitions or developments to move the needle. They simply need to execute and demonstrate their worthiness to investors. Such I found the case with Kinetik Holdings ( KNTK ) when I last covered it in January this year. In that piece, I noted KNTK’s undervaluation along with growth catalysts from processing plant and pipeline developments. Since then, KNTK has delivered a solid 43% total return, far outpacing the 7.6% rise in the S&P 500 ( SPY ) over the same timeframe. Who says you have to buy semiconductor stocks to see big market-beating returns? Despite the impressive performance since January, KNTK still yields 6.4%, as shown below. KNTK Stock 1-Yr Trend (Seeking Alpha) In this article, I revisit KNTK, including recent business results , and discuss why it remains a solid buy for income and value investors, so let’s dig in! Why KNTK? Kinetik Holdings is an energy midstream company that’s focused on the Permian Basin. Its assets are involved in gathering, compression, processing, and transportation of natural gas, NGLs, crude oil, and water from wellhead to downstream markets. KNTK delivered a solid Q1 2026, with record adjusted EBITDA of $251 million, sitting above management’s prior guidance. This was driven by record midstream logistics EBITDA of $179 million, as shown below, which is up 12% YoY despite flat volumes. This was due to favorable spread-based marketing gains from higher commodity prices and lower unit operating costs. Investor Presentation The favorable results from midstream logistics offset lower YoY adjusted EBITDA results from the pipeline transportation segment. This isn’t cause for worry, as the lower results were mainly due to the divestiture of EPIC Crude to Plains All American ( PAA ) in N...

ALEKSEI BEZRUKOV/iStock via Getty Images Treasury liquidity flows flipped from supportive to restrictive for risk assets roughly two weeks ago. This week brings a particularly large round of liquidity absorption as the Treasury Department ramps up issuance, with nearly $59 billion in net T-bill issuance and another $47 billion in coupon issuance. In total, more than $100 billion in liquidity will need to be absorbed by markets this week. The dynamics in this post-reverse repo facility regime appear to have shifted materially . Since the Reverse repurchase facility hit its lower bound in late October, changes in liquidity have been more observable by tracking changes in the T-bill issuance schedule. That may be why this year did not see the usual April slump following the rise in the Treasury General Account and decline in reserves held at the Fed. The Treasury was paying down T-bills during that time, effectively adding liquidity to the markets. The dynamics in this post-reverse repo facility period appear to have changed some. Since the Fed’s Reverse Repo Facility effectively bottomed last October, Treasury bill issuance appears to have become one of the clearest short-term liquidity drivers for risk assets. When the Treasury issues more bills than mature, risk assets generally struggle, and when the Treasury lets more bills mature than are issued, risk assets tend to do well. Mott Capital, Treasury Department, TradingView Impacts On Stocks As a result, it may not be a coincidence that, while the S&P 500 hasn't fallen sharply, its previous high on May 14 hasn't been surpassed. That was the week that T-bill issuance flipped from paydowns to net new issuance. The relationship has been notable. From October 28, 2025, through May 22, 2026, the S&P 500 rose on only 9 of 30 days when T-bills were net issued, with average gains of 47 bps and average losses of 89 bps. That compares to all other days, rising by 70 out of 113 days, for an average gain of 65 bps, versus a los...

POET Technologies ( POET ) has gained significant traction in the last few weeks. First, the stock experienced a major rally amid the AI-related hype, then collapsed by nearly 50%, and finally appreciated again thanks to the major deal with Lumilens. For many investors, POET now looks like a potential hidden gem in the world of photonics. There’s this thinking that the company is on the verge of mass commercialization of its products, and it can also benefit from the growth of AI data centers. The market has increasingly started to forecast a scenario in which optical interconnects will become one of the main bottlenecks for AI. This could result in the company’s technology becoming a critical component of the AI infrastructure. The problem is that there is still a huge gap between the current market narrative and reality. In our opinion, the market today looks at POET more as a future winner of AI optical networking than as an early company with minimal revenues, the absence of large-scale commercialization, and significant execution risks. That is why we believe that the current optimism looks premature, and the shares remain vulnerable to a significant downside. The Revenue Is Almost Non-Existent The best way to understand the POET’s current state of affairs is to just look at its numbers. In the first quarter of 2026, the company showed a revenue of only about $0.5 million, which exceeded market expectations. However, this still looks extremely modest for a company that’s being treated as one of the potential beneficiaries of the AI revolution. At the same time, the business remains unprofitable. In the recent quarter, the GAAP EPS was -$0.08, while the net loss was over $12 million. Although the operating cash flow improved slightly, it is still negative and was around -$8.8 million. And this is where the major issue arises. Does the current market price really reflect the current stage of the business development? The reality is that POET has actually not yet ...

An embattled leader forced to call a referendum on separation to ward off mutiny – and then pledging to campaign against it. Allegations that prosperity had been stolen by distant elites and could be remedied with a vote to leave. Mutterings of foreign interference. The shadow of Brexit has loomed over the prairie province of Alberta as a minority push for a vote on secedeing from Canada. And it was there again on Thursday evening when Alberta’s premier, Danielle Smith, unveiled her government’s tangled referendum question on the western province’s future – both in the gravity of the potential outcome, and in the chaotic nature of its expression: “Should Alberta remain a province of Canada or should the Government of Alberta commence the legal process required under the Canadian Constitution to hold a binding provincial referendum on whether or not Alberta should separate from Canada?” The question’s confusing syntax reflects its tortured genesis: grievance politics in the prairies, improvised constitutional theory, personal ambition, infighting, backstabbing, bitter litigation – and an unprecedented data breach. But the secessionist effort has prompting warnings of potentially catastrophic damage at a time when the United States, has openly mused about undermining or even annexing Canada. “The Brexit analogy comes up over and over again – and for good reason. Not only was it poorly thought out, but David Cameron put it to a ballot and then campaigned against it – which is exactly what Danielle Smith said she would do,” said Duane Bratt, a professor of political science at Mount Royal University in Calgary. In recent months, Smith has tried to placate separatists and federalists within her United Conservative party – all in a province where polls show a majority is not interested in secession. “Like Cameron, this is about a division within Smith’s party. But as hard and as complicated as the Brexit vote was, this is breaking up a country,” said Bratt. “And the ‘fran...

In the reunion episode, which followed straight after the final airing on BBC One, Kush talked about seeing a counsellor to "help process my emotions and it's really, really helped", adding: "The one thing the race did teach is that it's ok to ask for help."

【港產女太空人｜黎家盈：全力以赴】 神舟二十三號載人飛船今晚11時08分發射升空。首位港產航天員黎家盈，與行政長官李家超視像通話時表示，有信心完成任務，期待盡快回香港。 行政長官李家超說：「家盈，很高興見到你。」 神舟二十三號航天員黎家盈說：「很久沒見。」 行政長官李家超在社交平台，發布他與黎家盈的視像對話。兩人對上一次見面，是2024年7月，黎家盈獲選為載荷專家後。 李家超表示：「我們在此第一祝賀你，也是寄予祝福，我們表示關心。」 黎家盈就說：「多謝大家的支持和關心，我會好好加油。」 李家超問：「你在訓練中心的生活如何？」 黎家盈回答：「每日(訓練)都排得很滿，基本上我覺得很艱苦，但總算現在到點了，現在我也很有信心能完成任務。從來沒試過離開香港這麼久，所以都希望完成任務後，可以快點回來香港，感受一下香港的各樣東西。」 李家超又問：「你的家人在北京生活可以嗎？」 黎家盈稱：「都很好，小孩都很開心在這邊讀書。」 同樣有份參與對話的，還有創新科技及工業局局長孫東，以及公務員事務局局長楊何蓓茵，提到黎家盈完成所有艱苦訓練，達到上太空執行任務的標準，為她感到驕傲和自豪。 黎家盈表示：「一定會全力以赴，做到最好。」 【神舟二十三號｜有太空迷獲神十四指令長回信受啟發】 隨著香港首位太空人升空，不少「太空迷」更相信，夢想總有一日會成真。 陳蔓琳5歲時看「太空授課」，見到航天員王亞平做實驗，啟發她對太空的無限想像。 陳蔓琳說：「小時候在家裡喜歡玩水，水都是盤子或地上，從沒見過水會浮在空中，那時候就覺得，科學好像是個很好玩的事情。」 她之後從福建移居香港，四年前高中選科，正當她迷惘人生路向應如何抉擇，一封來自太空的信，改變陳蔓琳的命運。 「神十四」指令長陳冬讀信：「我是香港培僑中學，中三B班的陳蔓琳。」 在全國三萬多封信裡面，「神十四」指令長陳冬，第一位回信就是寫給陳蔓琳。 陳蔓琳回憶：「我記得他跟我說，要珍惜你擁有的每一天，無論選擇哪條路，都要用自己的汗水，去澆灌你的夢想。」 受航天員啟發，陳蔓琳決心投身國家航天事業。現時她在港大讀理科與法律，希望成為第二位「黎家盈」。 陳冬說：「中國空間站，等你來出差。」 記者問：「你想去出差嗎？」 陳蔓琳回答：「肯定有這個好奇心，有這個嚮往。航天是一個聽起來很遙遠的目標，但航天員跟你說，你要努力接近它、追尋它。」 雷健泉人稱「港版楊利偉」，在電...

【重慶雨災】 重慶永川區從周六起落特大暴雨，至少3死17人失蹤。氣象專家指，內地多地近期強降雨，由於已進入厄爾尼諾狀態等多個因素影響所致。 重慶多區周六早上起落暴雨，當中永川區茶山竹海街道，從周六晚11時至周日早上8時許持續特大暴雨。凌晨2時至4時，最大降雨量近300毫米，造成至少3人死亡17人失蹤，當局出動超過400人全力救援。 重慶市永川區茶山竹海街道大橋村村民孔祥英說：「大隊第一個就是喊我趕快人撤離，啥都不要管，保證人身安全。」 目前永川受災地區已轉移168人，安置82人。當局調整永川區為市級防汛一級應急響應，同時又調整29個區縣，為市級防汛二級響應。而渝中區、九龍坡區等9個區縣，為防汛三級應急響應。 暴雨導致重慶多條河流、37個水文觀測站，水位一度超出警戒線。國家防減救災委啟動，國家四級救災應急響應。 除了重慶外，湖南、湖北、廣東、廣西等多地近期都有強降雨。氣象專家指，今年4月進入汛期以來，內地近500個水文監測站，單日降水量創新高。近一周以來，西太平洋副熱帶高壓持續偏強，其西側偏南風，將熱帶洋面的水汽輸送至內陸，而中緯度冷空氣活躍，冷暖空氣交匯形成強降雨。同時五月又進入厄爾尼諾狀態，為南方暴雨主要成因。 【湖南祁東縣有商舖發生火警 至少5死1傷】 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。 【神舟二十三號｜將攜九項科學實驗到太空站】 神舟二十三號會攜帶九項科學實驗到中國太空站，當中會重點研究兩類新型太陽能電池材料。 神二十三今次攜帶了單節鈣鈦礦和鈣鈦礦基疊層兩類太陽能電池材料和器件。甚麼是鈣鈦礦呢？ 中國科學院半導體研究所助理研究員熊壯稱︰「它其實是一種人工化學合成的一個離子晶體材料，具有非常高的一個光吸收系數，可柔性化處理，然後它的製備工藝，是非常簡便而且多樣化的。」 鈣鈦礦電池是一種新型光伏電池，與鋰電池等電池不同，它能夠直接吸收光能轉化為電能，無需預先充電，而且成本低。 熊壯指出︰「它具有一個非常高的工質比，然後一個輕薄柔的特性，以及比較低廉的加工成本，所以它是目前新一代的光伏技術中，最有望實現產業化應用的一個新型能源技術。」 這是首次在中國太空站進行鈣鈦礦電池實驗，據報鈣鈦礦電池是給中國太空站深空基地等提...

【神舟二十三號｜三名航天員身心狀態良好】 神舟二十三號飛船今晚11點08分發射升空，載人航天工程辦公室指，包括首名港產航天員黎家盈在內的三名航天員身心狀態良好，具備執行飛行任務條件，同時各系統技術狀態受控，發射任務準備進展順利。 神舟二十三號航天員黎家盈說：「我覺得自己都準備好，可以為祖國出征了。」 中國載人航天工程辦公室指，神舟二十三號乘組三名航天員，包括來自香港的載荷專家黎家盈、指令長朱楊柱及航天駕駛員張志遠，今日對身體、心理、技術等方面進行調試和確認，又對關鍵飛行步驟，以及應急預案進行複習。 中國載人航天工程辦公室工作人員簡彬指出：「目前各參試系統完成了設備設施，和關鍵崗位人員最終覆核確認，空間站組合體在軌運行姿態穩定，交會對接和乘組輪換前的準備工作已就緒，神舟二十三號航天員乘組身心狀態良好，具備執行飛行任務條件，當前各系統技術狀態受控，所有指標滿足任務要求。」 酒泉衛星發射中心位於巴丹吉林沙漠的西北邊緣，地勢開闊，據工作人員對氣象會商的結果，今晚發射窗口期的氣象條件理想，溫度約19度、風力不大，沒有沙塵和降水等極端天氣，滿足任務條件。 而載荷方面，水稻種子、肝細胞等九項科學實驗樣品，以及裝置的發射前最後裝載貨包，都已安放在飛船裡。飛船工程師會進艙檢查，確認艙內狀態，並給飛船加電，以及進行發射狀態設置。到晚上約九時，四組迴轉平台將陸續打開，屆時將再次看到船箭組合體。 目前船箭組合體、發射場、測控通信等系統，已經進入發射前程序。 神舟二十三號航天員，會帶一些新鮮的蔬菜和生果上太空，指要與在太空已經七多個月的神舟二十一號航天員分享。 【山西煤礦爆炸救援更趨複雜】 山西長治市沁源縣煤礦爆炸，造成82人死亡，仍有2人失聯，另有128人受傷。央視發現，當時在礦井內的工人與紀錄不符，反映安全管理存在漏洞。現場設封鎖線，有附近的村民指，做礦工的父親避過一劫。 發生爆炸的沁源縣留神峪煤礦外，搜救工作繼續，有應急管理部車輛進出，當局調派多支國家礦山應急救援隊共330多人到場，醫護人員420人。設封鎖線，有車輛靠近都會查問。 爆炸在周五晚近七時半發生，位於礦場旁的上莊村，有村民指，留神峪煤礦已經運作多年，做了20年礦工的父親，事故當天剛巧沒上班，避過一劫。 學生付先生稱：「當時我爸是因為我和我妹是放假了，正好來接我們，就沒去上班。當時我媽回來跟我說，聽見礦場炸的聲音。我媽當時正好...

海关总署近日发布的数据显示，今年以来，我国工业机器人出口表现强劲，其中4月份单月出口量突破2.5万台，同比增长接近90%，其中，移动机器人展现出强大的竞争力。从国产移动机器人的出口地域看，欧美和亚太地区电商、零售、第三方物流行业成熟，对仓储自动化的需求迫切，客户技术付费意愿较强。同时，以东南亚、中东为代表的新兴市场，自动化基础设施的需求也创造了巨大的市场机遇。数据显示，中国移动机器人出口订单占比从2022年的25.87%，快速攀升至2024年的37.12%，2025年已突破40%。中国移动机器人的竞争力源于国内领先的电商和物流场景孵化出的能力，目前正加速实现从单一产品输出转向“技术+方案+服务”的综合输出。（央视财经）

Key Points Mountaineer Partners bought 39,494 SXT shares last quarter; the estimated trade size was $3.70 million (based on quarterly average prices). Meanwhile, the quarter-end position value rose by $2.53 million, reflecting both trading and price movement. The change represented 1.84% of fund’s 13F reportable assets under management. Post-trade, Mountaineer Partners held 156,584 SXT shares valued at $13.54 million. 10 stocks we like better than Sensient Technologies › On May 15, 2026, Mountaineer Partners Management disclosed a buy in Sensient Technologies (NYSE:SXT), adding 39,494 shares in the first quarter. The estimated transaction value was $3.70 million based on average quarterly pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Mountaineer Partners Management increased its holding in Sensient Technologies by 39,494 shares during the first quarter. The estimated value of the shares acquired was $3.70 million, based on mean unadjusted closing prices for the quarter. The quarter-end value of the position increased by $2.53 million, reflecting both trading activity and price movements. What else to know Mountaineer Partners’ buy brought its stake in Sensient Technologies to nearly 7% of 13F reportable assets under management as of March 31, 2026. Top five holdings after the filing: NASDAQ: CENX: $34.27 million (17.0% of AUM) NYSE: CSTM: $16.19 million (8.0% of AUM) NYSE: AA: $15.50 million (7.7% of AUM) NYSE: HBM: $14.76 million (7.3% of AUM) NYSE: FCX: $14.16 million (7.0% of AUM) As of Friday, Sensient Technologies shares were priced at $114.44, up 22% over the past year, compared to a 28% gain for the S&P 500. Company overview Metric Value Revenue (TTM) $1.66 billion Net income (TTM) $144.20 million Dividend yield 1.43% Price (as of Friday) $114.44 Company snapshot Sensient Technologies develops and manufactures specialty ingredients, including colors, flavors, extracts, and functional ingredients for ...

On May 15, 2026, Concentric Capital Strategies disclosed in a Securities and Exchange Commission filing that it sold 336,881 shares of Boise Cascade (NYSE:BCC) last quarter, an estimated $26.99 million transaction based on quarterly average pricing. According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Concentric Capital Strategies reduced its position in Boise Cascade Company by 336,881 shares. The estimated value of the trade was $26.99 million, based on the average closing price for the quarter ended March 31, 2026. The stake's value at quarter-end dropped by $24.60 million, reflecting both the sale and stock price movement. Boise Cascade Company manufactures wood products and distributes building materials in the United States and Canada to serve the construction and home improvement markets. The company maintains a broad distribution network and manufacturing capabilities, supporting a diverse customer base across residential and commercial construction sectors. Continue reading

At the end of 2025, Warren Buffett stepped down from the post of CEO of Berkshire Hathaway (BRKA +1.43%) (BRKB +1.32%) -- the company he helped build and run for more than 60 years. His long-planned successor is Greg Abel, who has been with Berkshire for many years, leading its energy operations. Buffett may not be the top dog anymore, but he's still very much involved in Berkshire (even at his age of 95 and three-quarters!), and many investors are still very interested in what stocks the company is buying -- or selling. Here's a look at recent and potential stock activity at Berkshire Hathaway. Abel did a lot of selling recently Before discussing which stocks were (or may have been) purchased in the first quarter, it's worth noting that the quarterly 13F filing from Berkshire released last week revealed the closure of positions in 16 stocks. That may seem like a lot of activity so soon into Abel's tenure, but there's a possible explanation: Until recently, Buffett had delegated the responsibility of investing many billions of dollars to two lieutenants, Ted Weschler and Todd Combs. But Combs recently departed Berkshire, joining JPMorgan Chase. So some or many of the sales may have been of stocks that Combs had chosen. The completely closed-out positions included Visa, Mastercard, UnitedHealth Group, Domino's Pizza, and Amazon, with the Amazon and UnitedHealth sales most surprising to some. Here's what Abel could be buying So what might Abel be buying now that will be revealed in the next 13F filing a few months from now? One strong possibility is more of the same. While many small investors buy or sell a stock now and then, huge investors like Berkshire will often build (or shed) a position over time -- because if they tried to do so all at once, it would likely adversely influence the share price up (or down). The Q1 report showed that Abel's biggest move was buying a lot more shares of Google parent Alphabet (GOOGL 1.19%)(GOOG 1.04%) -- 36.4 million shares' worth...

Rubio Hints At US-Iran News "Later Today" As Talks To Reopen Hormuz Gain Steam Top U.S. and Iranian officials signaled they are inching closer to an initial peace deal to wind down the U.S.-Iran conflict and reopen the Strait of Hormuz, though major details remain murky, especially around the future of Iran's nuclear program. President Trump said the peace deal has been "largely negotiated" and will be announced "shortly," with the reopening of the Hormuz chokepoint among its key components. 🚨 "An Agreement has been largely negotiated, subject to finalization between the United States of America, the Islamic Republic of Iran, and the various other Countries, as listed..." - President Donald J. Trump pic.twitter.com/Z49bOkkUoh — The White House (@WhiteHouse) May 23, 2026 Secretary of State Marco Rubio said earlier that " significant progress " has been made, but no final deal has been reached. Rubio added that the world could learn " over the next few hours " about progress on resolving the shipping disruption at the Hormuz chokepoint. Secretary of State Marco Rubio cited 'significant' progress in the past 48 hours toward a deal with Iran that could help resolve the situation around the Strait of Hormuz https://t.co/AgaPjulhKo pic.twitter.com/QwFObVmuhv — Reuters (@Reuters) May 24, 2026 The proposed deal aims to reopen Hormuz, end or pause fighting across multiple fronts, and restart tanker flows through the strait, as the world is dangerously close to an energy cliff. If disrupted for another month, this could spark even more severe economic trouble for the global economy. Iranian officials said the deal would also lift the U.S. naval blockade, halt fighting involving Israel and Hezbollah, reopen Hormuz without tolls, and release $25 billion in frozen Iranian assets. The biggest unresolved issue is Iran's nuclear program. U.S. officials said the framework includes a commitment by Tehran to give up enriched uranium, though the mechanism for that commitment would be n...

Jalen Brunson scored 30 points, Mikal Bridges added 22 and the New York Knicks moved within one game of their first NBA Finals appearance since 1999 with a 121-108 victory over the Cleveland Cavaliers on Saturday night. The Knicks can wrap up the Eastern Conference Finals and sweep their second straight series with a win on Monday night. Knicks fans – who were boisterous throughout the night – were chanting “Knicks in four” as the final seconds of Game 3 ticked away. New York is the seventh team in NBA history to win at least 10 straight during a postseason run. The last team to do it was the Boston Celtics, who also went on a 10-game run on their way to the 2024 title. Cleveland, San Antonio and the Los Angeles Lakers have done it twice. All but one of the Knicks’ wins have been by double digits, with an average margin of victory of 22.5 points. “We’ve just have to keep our mind on the task at hand. The game is over and we found a way to win. We have to execute at a high level in Game 4,” said Karl Anthony-Towns, who had 13 points, eight rebounds and seven assists. OG Anunoby had 21 points to help New York, who led the entire game. The Knicks not only made 55.8% of their shots from the field, they also had 11 3-pointers and were 24 of 27 from the foul line. Evan Mobley scored 24 points, Donovan Mitchell had 23 points and James Harden added 19 for Cleveland. The Cavaliers were 12 of 41 on 3-pointers and 12 of 19 from the foul line. Not even an appearance by the superstar couple of Taylor Swift and Cleveland Heights native Travis Kelce could spur the Cavs to a win. “I think their physicality and energy, we couldn’t get to that level to combat it,” Cavaliers coach Kenny Atkinson said. “They’re on a hell of a run. We haven’t been able to stop the momentum. We had one chance in that first game I thought to stop it, but they haven’t been able to halt their momentum.” New York led 91-82 at the end of the third quarter but put it out reach in the fourth when Landry Shamet ...

GDragan/iStock via Getty Images As I get more and more comfortable with the shipping sector and have covered more and more of the companies represented (especially in Europe), I'll be looking at some of the smaller players as well. The subject of today's article is a smaller player compared to some of the other companies I have covered, but as you'll see, these smaller companies share both similarities and forecasts with the bigger players out there. Therefore, if you're one of the skilled or lucky investors who managed to forecast some of the valuation trends inherent to the industry and position yourself well for investment, it's a very good idea at this time (I believe) to look at where the company, MPC Container Ships ASA ( MPZZF ), goes from here . I've covered several of the major players in the fields lately. This is one of the smaller ones. Despite the significant surge in valuation, the company's market capitalization is barely a billion dollars. It has a very high, compelling yield - nearly 10% for the native ticker MPCC, which trades on the Oslo stock market. I'll be looking at the comparative safety for this ticker. By some measures, it also has an objectively low leverage and debt - but again, we'll look at the specifics of this. As with my other articles about shipping companies, investing in MPC is about understanding its role in the bigger logistics picture. If you don't do this, you're essentially entering the entire field blindly - which is not something I'd recommend. To avoid this, and to help you readers avoid it, I'm therefore beginning by clearly detailing what the company does, how it compares to the broader picture and sector, and what we can expect from the company based on this business model. Let's get going. MPC Container Ships ASA - Upside from a different type of shipping So what exactly makes the company different from other types of shipping businesses that I have covered before? I have covered both bulk shippers, container shippers ...

Many people may know little or nothing about Fluor (FLR +0.63%). It's one of the world's leading engineering, procurement, and construction firms, with $15.5 billion in total revenue in 2025. Primarily, the team at Fluor helps bring infrastructure to life across the world and in virtually every industry. The COVID-19 pandemic crippled the stock, erasing many years of investment gains. Since then, Fluor has been making a comeback, until recently dropping after its most recent quarter. Should investors buy into this decline, or are Fluor's best years behind it? Strong growth prospects and a recent windfall Energy and data centers are arguably the two hottest infrastructure markets in the U.S. right now. Data center spending continues and could amount to trillions of dollars over the next decade and beyond. In energy, the United States is likely to remain a key oil and gas exporter for the foreseeable future. Fluor, based in Texas, is involved in projects across both market segments. Additionally, Fluor is into nuclear energy. It was actually an investor in NuScale Power until it recently sold down its stake for roughly $2.4 billion, at a hefty profit. That cash infusion is a tremendous boon for Fluor's balance sheet, which carries a BB+ credit rating, just below investment grade. In all, Wall Street analysts see the company growing earnings by about 15% annually over the next three to five years. Expand NYSE : FLR Fluor Today's Change ( 0.63 %) $ 0.28 Current Price $ 44.87 Key Data Points Market Cap $6.3B Day's Range $ 44.45 - $ 45.64 52wk Range $ 37.62 - $ 57.50 Volume 2M Avg Vol 2.7M Gross Margin -162.66 % Why investors might buy this stock on the recent dip Fluor's stock price has fallen since its Q1 2026 earnings, but there are some positives here. Monetizing its stake in NuScale Power helps solidify Fluor's financials, pushing its cash up to $3.2 billion. The company has a solid foundation for growth, given its $25.7 billion backlog and healthy analyst growth est...

Key Points Fluor is a leading engineering firm with strong prospects in the data center and energy industries. Selling its stake in NuScale Power adds much-needed cash to the company's balance sheet. The stock has dipped, bringing shares to a buyable level. 10 stocks we like better than Fluor › Many people may know little or nothing about Fluor (NYSE: FLR). It's one of the world's leading engineering, procurement, and construction firms, with $15.5 billion in total revenue in 2025. Primarily, the team at Fluor helps bring infrastructure to life across the world and in virtually every industry. The COVID-19 pandemic crippled the stock, erasing many years of investment gains. Since then, Fluor has been making a comeback, until recently dropping after its most recent quarter. Should investors buy into this decline, or are Fluor's best years behind it? 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 » Strong growth prospects and a recent windfall Energy and data centers are arguably the two hottest infrastructure markets in the U.S. right now. Data center spending continues and could amount to trillions of dollars over the next decade and beyond. In energy, the United States is likely to remain a key oil and gas exporter for the foreseeable future. Fluor, based in Texas, is involved in projects across both market segments. Additionally, Fluor is into nuclear energy. It was actually an investor in NuScale Power until it recently sold down its stake for roughly $2.4 billion, at a hefty profit. That cash infusion is a tremendous boon for Fluor's balance sheet, which carries a BB+ credit rating, just below investment grade. In all, Wall Street analysts see the company growing earnings by about 15% annually over the next three to five years. Why investors might buy this stock on the recent dip Fluor's stock ...

SoundHound AI (NASDAQ: SOUN) just delivered record revenue, but investors punished the stock anyway. The company's growth story still has real catalysts, including OASYS, LivePerson, and enterprise AI expansion. The big question is whether those opportunities can outweigh cash burn, margin pressure, and dilution risk. Stock prices used were the market prices of May 15, 2026. The video was published on May 22, 2026. 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 » Should you buy stock in SoundHound AI right now? Before you buy stock in SoundHound AI, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and SoundHound AI wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $477,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,320,088!* Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 24, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends SoundHound AI. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions...

Maskot/DigitalVision via Getty Images Description After covering many enterprise software companies over the last few months, including ServiceNow ( NOW ), Adobe ( ADBE ), Intuit ( INTU ), Salesforce ( CRM ) and Atlassian ( TEAM ), I now turn my attention to monday.com ( MNDY ). As illustrated in the relative price performance chart below, MNDY has been the worst-performing stock within my enterprise software coverage universe over the last twelve months, with a share price performance of -73%. The second and third worst performers are Atlassian and Intuit, with their share prices down by 59% and 52% over the last year, respectively. As I wrote last week , I believe Intuit's shares are particularly attractive right now, following their 20% post-earnings collapse. Putting my money where my mouth is, I acquired additional shares earlier today at an average price of $307.77. Intuit is now the sixth largest position in my personal portfolio with a weight of 5.45%. Now trading at only 11.4x forward 2027 earnings, I plan to continue adding to my Intuit position if the share price continues to drift lower. Enterprise Software Relative Performance (Seeking Alpha, David Desjardins) Relative to its recent high of $342.64 reached in February 2025, monday.com closed at $79.06 per share as of last Friday, the equivalent of a 77% drawdown in just over a year. Even though the company's share price has already rebounded by almost 40% since its low of $57.50 reached in early April, I believe the buying opportunity remains wide open. MNDY has been one of the biggest casualties of what is now termed the SaaSpocalypse, and I believe that AI-related fears of disruption have been grossly overstated, hence my 'Strong Buy' rating. monday.com Historical Share Price Performance (Questrade, David Desjardins) For disclosure purposes, I acquired my first MNDY shares at the end of January 2026 at an average price of $114.56. Although I was a bit early, I continued to accumulate more shares as th...