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Janus Henderson Opportunistic Alpha Managed Account Q1 2026 Commentary

Seeking Alpha 📅 06/09 10:15
ismagilov/iStock via Getty Images At a glance Performance 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. Outlook Our differentiated investment approach ai...

Nova, Penguin Solutions, and Impinj Stocks Trade Up, What You Need To Know

Yahoo 📅 06/09 10:13 NVDA.O
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.

國安新附例|即時刊憲生效 李家超:目的是減少爭拗、清晰界定罪行

i-cable 📅 06/09 10:13
【有線新聞】行政長官會同行政會議通過訂立新國安附例,即時刊憲生效,行政長官可發出證明書認定某刑事案涉及國安,證明書不受質疑、不得提訴,行政長官李家超指會審慎作出決定。 新國安附例訂明行政長官可以發出證明書,認定被查、被捕或被控人士的相關罪行涉及國家安全,不論犯罪行為或檢控的時間點是在港區國安法生效前或後,證明書不受質疑、不得提訴,只要行政長官發出證明書,執法、司法機關須將刑事案件按國安程序處理。 ...

US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms’ overseas units

Investing 📅 06/09 10:12

Gencor: Solid Balance Sheet, But The Overall Investment Case Has Holes

Seeking Alpha 📅 06/09 10:12
wabeno/iStock via Getty Images Introduction Gencor Industries ( GENC ), which has been in existence for 58 years, is a US-based company that produces certain heavy machinery and equipment that is used primarily in highway construction and environmental control. To get more specific, its product portfolio (which is manufactured by different operating subsidiaries (see image above) such as Gencor, B...

国家层面首次系统部署,六大行动引爆行业高质量数据集建设

第一财经 📅 06/09 10:12
高质量数据集成为数智化转型的“新型燃料”。 行业高质量数据集是推动“人工智能+”赋能千行百业、实现产业落地的基础性、关键性资源。 国家数据局8日印发《关于推进行业高质量数据集建设行动的实施方案》(下称《方案》)。这是国家层面首次对数据赋能人工智能发展作出的系统性部署。 国家数据发展研究院院长胡坚波表示,《方案》围绕数据集建设全链条,聚焦科学研究、工业制造、低空经济、具身智能等重点和创新领域,有针对...

Microsoft NHS Copilot Deal Tests Real World Healthcare AI Adoption

Yahoo 📅 06/09 10:11 MSFT.O
Microsoft (NasdaqGS:MSFT) has secured a landmark agreement with NHS England for Microsoft 365 Copilot. The rollout will cover 505,000 clinicians and support staff across the NHS England workforce. The deployment includes Copilot Studio and agent governance tools for AI-powered productivity in a regulated healthcare setting. This NHS England deal positions Microsoft (NasdaqGS:MSFT) at the center of...

Is It Too Late To Consider Qualcomm (QCOM) After Its Strong Multi Year Share Price Run?

Yahoo 📅 06/09 10:11 QCOM.O
If you are wondering whether QUALCOMM's current share price still offers value after a strong run, the next sections will walk through what the numbers are really saying about the stock. The share price sits at US$217.77 after a mixed stretch, with the stock down 4.9% over the past week and 0.6% over the past month, yet still up 25.9% year to date and 43.1% over the last year. Recent coverage has ...

沪深京三市成交额超1万亿元,较上日此时缩量1183亿元

同花顺 📅 06/09 10:11
据同花顺iFinD数据,沪深京三市成交额超1万亿元,较上日此时缩量1183亿元,预计全天成交金额约2.6万亿元。截至目前,沪市成交额4390亿元,深市成交额5506亿元,北证50成交额113亿元。

Is It Too Late To Consider Qualcomm (QCOM) After Its Strong Multi Year Share Price Run? - Yahoo Finance

Google 📅 06/09 10:11 QCOM.O
Is It Too Late To Consider Qualcomm (QCOM) After Its Strong Multi Year Share Price Run? Yahoo Finance

麦格米特股价创历史新高

同花顺 📅 06/09 10:10
麦格米特盘中股价创历史新高,现涨9.79%,报163.59元,总市值为933.05亿元。

Apple AAPL Stock Dips Under $300 after New High, as WWDC Focus on AI and Siri Disappoints - FXLeaders

Google 📅 06/09 10:10 AAPL.O
Apple AAPL Stock Dips Under $300 after New High, as WWDC Focus on AI and Siri Disappoints FXLeaders

Micron MU Stock Rebounds Off Support but Semiconductor Sector Faces Reality Check, Analyst Scrutiny - FXLeaders

Google 📅 06/09 10:10 MU.O
Micron MU Stock Rebounds Off Support but Semiconductor Sector Faces Reality Check, Analyst Scrutiny FXLeaders

4 In 10 American Adults Report Having 'Mental Health' Problems

Zero Hedge 📅 06/09 10:10
4 In 10 American Adults Report Having 'Mental Health' Problems Over the past few years, a lot of progress has been made in accepting and understanding mental health problem s. Having long been seen as a sign of weakness, mental health issues in their many varieties and severities have become much less of a taboo. As Statista's Valentine Fourreau notes, the pandemic, which left many people feel iso...

公交板块再度拉升,大众交通触及涨停

同花顺 📅 06/09 10:09
公交板块再度拉升,大众交通触及涨停,锦江在线、申通地铁、富临运业、海汽集团、江西长运等跟涨。

大商所焦炭主力合约大跌5%

同花顺 📅 06/09 10:09
大商所焦炭主力合约大跌5%,报1935元/吨。

US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas units

Yahoo 📅 06/09 10:09 NVDA.OTSM.N
A bipartisan pair of U.S. senators on Monday urged President Donald Trump's administration to tighten ‌rules on chip contract manufacturers such as Taiwan Semiconductor Manufacturing Co to ‌prevent them from making advanced AI chips for overseas subsidiaries of Chinese companies. This comes after ​the Trump administration last week moved to halt a potential loophole that may have led companies to ...

Tilt towards Beijing? Xi and Kim vow to ‘open new chapter’ in ties

SCMP 📅 06/09 10:09
China and North Korea have pledged to strengthen strategic cooperation and defend each other’s sovereignty, according to a North Korean state media report covering Chinese President Xi Jinping’s two-day visit to Pyongyang. The two leaders vowed to “open a new chapter” in bilateral ties and expand exchanges and cooperation in political, economic, cultural and other fields, the official Korean Centr...

US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas units - Reuters

Google 📅 06/09 10:09 TSM.N
US lawmakers urge tighter rules on contract chipmakers supplying Chinese firms' overseas units Reuters

5月汽车销量前十已无燃油车

第一财经 📅 06/09 10:08 1810.HKTSLA.O
燃油车正在被加速挤出主流消费人群的视野。 燃油车在刚刚过去的5月彻底退出了乘用车零售销量前十的舞台。 懂车帝发布的5月乘用车零售销量排行榜显示,排名前十的车型全部为新能源车。 排名第一的是微型电动车星愿,月销38751辆;特斯拉Model Y以28911辆位居第二;小米SU7、零跑A10、理想i6分列第三至第五位。前十榜单中,纯电、增程、插混各占一席之地,唯独不见燃油车的身影。 而在一个月前的4月...

Bloomberg Daybreak Asia: Chip Stock Rebound (Podcast)

Bloomberg 📅 06/09 10:06
Source: Bloomberg, 0:00

保利置业前五月销售196亿 但过去一周拿地已超过100亿

36kr 📅 06/09 10:06
销售规模小幅回落,保利置业的产品与土储价格却持续走高。 6月8日,保利置业集团有限公司披露2026年5月未经审核销售数据。公告显示,2026年5月单月,保利置业连同合营及联营公司实现合同销售金额约人民币43亿元,合同销售面积约14万平方米,合同销售均价约人民币3.04万元/平方米。 截至2026年5月31日止五个月,保利置业累计合同销售金额约人民币196亿元,累计合同销售面积约68.4万平方米,累...

广西12条河流14个站出现超警洪水

同花顺 📅 06/09 10:06
记者从广西壮族自治区水文中心了解到,受强降雨及上游来水影响,广西共有12条河流14个站出现超警0.01米至0.92米的洪水,包括桂江支流桃花江、龙坪河,洛清江支流四塘河、西河,柳江上游都柳江,湘江上游,贺江上游及支流大宁河、马尾河等。(新华社)

Senators Urge Tightening of Rules on Chip Contract Manufacturers - Devdiscourse

Google 📅 06/09 10:06 TSM.N
Senators Urge Tightening of Rules on Chip Contract Manufacturers Devdiscourse

阿里巴巴接洽核电央企,探讨小型反应堆为数据中心供电

华尔街见闻 📅 06/09 10:06 9988.HK
“阿里巴巴曾来找我们谈过建设小型核反应堆的事情。”一位核电央企人士向记者表示,“阿里巴巴杭州仁和数据中心存在较大的电力需求。”多位业内人士向记者证实了此事。仁和数据中心是浙江首个云计算数据中心,承担着强脑科技、灵伴科技等AI企业的算力支撑。前述核电央企人士表示,与阿里巴巴的合作洽谈中,核心瓶颈在于电价与供电模式。(中国经营报)

MACOM, IPG Photonics, and Qorvo Stocks Trade Up, What You Need To Know

Yahoo 📅 06/09 10:05 NVDA.O
A number of stocks jumped in the afternoon session as the broader semiconductor sector recovered from a sharp selloff during the previous trading session.

大商所焦煤主力合约触及跌停

同花顺 📅 06/09 10:05
大商所焦煤主力合约触及跌停,报1340.5元/吨,现跌幅为8.0%。

阿里巴巴接洽核电央企 探讨小型反应堆为数据中心供电

同花顺 📅 06/09 10:05 9988.HK
“阿里巴巴曾来找我们谈过建设小型核反应堆的事情。”一位核电央企人士向记者表示,“阿里巴巴杭州仁和数据中心存在较大的电力需求。”多位业内人士向记者证实了此事。仁和数据中心是浙江首个云计算数据中心,承担着强脑科技、灵伴科技等AI企业的算力支撑。随着人工智能快速发展,数据中心电力需求持续增长,科技企业对稳定、清洁电力的需求日益迫切。在美国,Meta、亚马逊、谷歌等科技巨头已加大对下一代核电技术的关注,并...

正式开工,又一个超级工程来了

36kr 📅 06/09 10:05
新华社、长江日报消息,6月8日,三峡水运新通道工程正式开工。这是三峡工程之后我国在长江干线上兴建的最大综合性工程,集水利、航运、生态等功能于一体,将成为全球通航能力最强内河人工航道。 三峡水运新通道工程位于湖北省宜昌市。工程总投资约772.08亿元,由两部分组成。其中,三峡枢纽新通道位于已建三峡船闸北侧,规划新建双线连续五级船闸,线路长约6680米,工期为112个月(含12个月工程筹建期)。葛洲坝...

Don't Buy SpaceX Stock at IPO Without Reading This First

Nasdaq 📅 06/09 10:05
Key PointsSpaceX is allocating a large chunk of IPO shares to retail investors.
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