After a steep fall from its pandemic highs, the market has left Zoom for dead, but the company's vital signs tell a different story.

The stock's history in downturns reveals a pattern of amplified losses that every shareholder should understand before the next one hits.

格隆汇7月9日｜据CCTV国际时讯，伊朗伊斯兰革命卫队今天（7月9日）发表声明称，当天在对美军侵略行为进行回应的第二阶段行动中使用了10枚弹道导弹，“摧毁了美军位于西亚地区的指挥中心和位于约旦阿兹拉克的美军空军基地”。声明警告称，如果美军再次发起侵略行动，该地区其他美军基地也将面临伊朗猛烈炮火的打击。

HELE tops fiscal first-quarter estimates, lifts fiscal 2027 sales outlook and sees net sales rise on growth across Home & Outdoor and Beauty & Wellness.

Hitachi Digital Services on Thursday announced it has partnered with ServiceNow ( NOW ) to strengthen reliable and efficient management of mission-critical infrastructure. Through this collaboration, the companies will advance Hitachi Intelligent Infrastructure Monitoring (HIIM)—an AI-driven solution that provides real-time monitoring and remote inspection while enabling a coordinated response across complex operations environments. They will leverage Hitachi Digital Services’ deep operational technology domain knowledge along with its physical AI and systems integration expertise to help customers connect operational data and enterprise workflows on the ServiceNow AI Platform, enabling teams to act on insights at scale. NOW -4.78% to $102.63 pre-market. Source: Press Release More on ServiceNow ServiceNow: The AI Bear Case Is Falling Apart ServiceNow: The Great Opportunity In Software ServiceNow: Expect Shares To Keep Trading Lower Enterprise software stocks slide along with broader market as Middle East conflict escalates Notable tech headlines for the week: Meta, Micron, Palantir in focus

Chip Somodevilla The release of the minutes from new Federal Reserve Chair Kevin Warsh's first Federal Open Market Committee meeting scores as the most hawkish in over four years, according to recent sentiment analysis shared by SoFi Chief Market Strategist Liz Thomas. This intense hawkishness draws immediate comparisons to the economic backdrop of 2022. During that period, the Fed began aggressively raising interest rates and reducing its balance sheet to combat inflation that was surging well above its 2% target. The June FOMC minutes highlight that policymakers are deeply concerned about elevated inflation and are heavily prioritizing price stability, signaling a continued tight monetary policy environment rather than imminent rate cuts. Some Fed officials brought up the case for raising rates at the FOMC's June 16-17 meeting, though they didn't support a hike at that gathering. Rather, rates were held steady at 3.50% to 3.75%. The shift in tone is corroborated by Augur Infinity's data, which similarly spiked to a multi-year high. Liz Thomas More on the U.S. Economy 6-Month Treasury Yield Rises To 4%: Bond Market Tells The Fed To Get On With The Rate Hikes Treasury Yields Snapshot: July 2, 2026 Macro Insights: H2 Outlook, A Hawk-Eyed Fed, And The AI TAM Contraction US30Y tags a 7-week high and is on pace to post an 8th straight day of gains Citi sees the next Fed move as a hike and not a cut, amid reduced guidance

Alphabet旗下 谷歌 搜索引擎在世界杯期间创下了一项新的搜索纪录。 7月7日，在世界杯16强淘汰赛中，阿根廷队在0：2落后的不利局面下上演惊天逆转。克里斯蒂安·罗梅罗率先破门，梅西在第83分钟扳平比分，随后恩佐·费尔南德斯在补时阶段头球绝杀，帮助球队3：2战胜埃及。这场跌宕起伏的比赛不仅被全球媒体誉为“神仙都想不到的剧本”，更直接推动了谷歌搜索使用量的爆发。 谷歌知识与信息部门负责人尼克·福克斯7月8日在X平台发文称：“在昨天阿根廷队攻入制胜球后，谷歌搜索打破了此前所有使用纪录，达到了历史最高水平。”谷歌搜索产品副总裁罗比·斯坦也确认，当天的搜索使用量达到了历史新高。据谷歌向媒体说明，这一纪录基于每秒搜索引擎的查询次数，峰值出现在阿根廷打入制胜球的那一刻。 比赛结束后，全球搜索量最高的关键词是“阿根廷对埃及”。其他热门搜索还包括“阿根廷对哥伦比亚”“梅西在世界杯进了多少球”“球员在比赛中击中另一名球员叫什么”以及“这是梅西的最后一届世界杯吗”等内容。除了比分和赛况查询外，大量用户也在搜索了解视频助理裁判相关争议信息，进一步推高了搜索量。 这一里程碑的出现正值谷歌试图证明其传统搜索引擎在人工智能时代仍能保持相关性的关键时期。目前谷歌仍掌控着约90%的搜索市场份额，公司股价在过去一年中翻了一番多，今年第一季度收入增速更是2022年以来最快。 责任编辑：张俊 SF065

Carnival ( CCL ) declares $0.15/share quarterly dividend , in line with previous. Forward yield 2.34% Payable Aug. 28; for shareholders of record Aug. 7; ex-div Aug. 7. See CCL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Carnival Carnival Corporation Ltd. 2026 Q2 - Results - Earnings Call Presentation Carnival Corporation Ltd. (CCL) Q2 2026 Earnings Call Transcript Carnival: Demand Hasn't Blinked, And I Don't Think It Will Cruise operators, airlines, and hotels fall on renewed geopolitical tensions Travel stocks extend losses to fifth session amid higher oil prices

条款显示，MiniMax拟发行65亿港元可转换债券，2027年到期。

格隆汇7月9日｜摩根大通将Stellantis的评级从“增持”下调至“中性”，并将目标价从10欧元大幅下调至6欧元。(格隆汇)

格隆汇7月9日｜条款显示，MiniMax拟发行65亿港元可转换债券，2027年到期。

好市多公司公布6月销售业绩，净销售额达292.4亿美元，同比增长10.6%，延续了两位数增长势头。 在截至7月5日的五周零售月份中，美国市场表现最为强劲，同店销售增长10.6%，加拿大市场增长3.7%，其他国际市场增长4.7%，公司整体同店销售增长8.8%。数字渠道继续保持高速增长，可比销售额上升20.9%。 汽油价格上涨对当月业绩产生了显著提振。公司表示，汽油通胀对整体同店销售产生了约2.5个百分点的正面影响，全球平均汽油售价同比上涨22%。剔除汽油价格和汇率变动影响后，整体同店销售增长7.0%，其中美国市场为7.6%。 从年初至今的44周表现看，好市多累计净销售额达2504.3亿美元，同比增长10.1%。公司董事会还宣布了每股1.47美元的季度现金股息，将于8月7日支付给7月24日登记在册的股东。 尽管销售数据强劲，但6月同店销售增速较5月的12.5%有所放缓，引发部分投资者担忧。受此影响，好市多股价在盘后交易中小幅下跌约1.5%，报收939.34美元。 多家机构对此保持乐观看法。Telsey Advisory Group重申跑赢大盘评级，维持1135美元目标价，认为核心商品可比销售符合预期。Baird同样维持跑赢大盘评级，指出增长基础广泛，在俱乐部零售和同行中表现领先。 责任编辑：张俊 SF065

格隆汇7月9日｜美国商品期货交易委员会（CFTC）计划阻止芝商所（CME）快速上市全天候（24x7）石油合约的申请，因担忧能源市场尚未准备好应对大量全天候衍生品合约的涌入。CME在6月表示，计划为一种以10桶为单位、与WTI原油挂钩的期货合约提供全天候交易，理由是投资者希望“在任何消息传出时”都能管理其头寸。周三，CME提交了该新产品的自我认证申请，这意味着CFTC仅有一天时间进行干预，否则该合约将可上市交易。据知情人士透露，CFTC计划阻止CME的自我认证。CFTC主席迈克尔·塞利格近几周已会见了壳牌、维多、英国石油公司和埃克森美孚等能源公司的高管。CME就同一产品提交的另一份申请（需经过45天审查期）仍在监管机构的审议中。

豪华汽车制造商阿斯顿·马丁拉贡达全球控股公司正面临日益沉重的债务压力，其债权人群体已开始采取集体行动。持有超过50%有担保票据的债券持有人签署了一份合作协议，以协调立场应对公司持续的财务困境和再融资前景的不确定性。 根据公司发布的第一季度财报，截至2026年3月31日，阿斯顿·马丁的净债务已增至14.59亿英镑，较2025年底的13.8亿英镑进一步上升，同比去年同期的12.67亿英镑增长约15%。尽管公司营收同比增长16%至2.704亿英镑，受益于Valhalla等高端定制车型的交付带动毛利率从27.9%提升至34.7%，但持续的亏损与高额债务仍令市场担忧。 惠誉评级近期已将公司的优先有担保债务评级从B-下调至CCC+，回收率评级亦被调低。此次下调的直接原因在于，由执行主席Lawrence Stroll领导的Yew Tree财团向公司注入了一笔5000万英镑的新融资，该融资在公司债务偿还顺序中拥有更高优先级，从而削弱了现有票据持有人的回收前景。 流动性方面，截至3月底公司的现金储备降至1.774亿英镑，但通过新的融资安排及出售一级方程式赛车冠名权所得，备考流动性提升至约2.3亿英镑。惠誉预计，随着约500辆Valhalla交付及资本支出削减至3亿英镑，2026年全年负自由现金流将从2025年的4.22亿英镑大幅收窄至约1.8亿英镑。 尽管管理层维持了2026年业绩指引，但分析师指出，美国关税政策依然是重大隐患，而约三分之一的营收来自美国市场。债权人协议的签署表明，各方对公司的再融资前景正采取更为审慎的立场。 责任编辑：张俊 SF065

截至9日上午11时，包括南宁六蓝水库溃口洪灾在内，广西全区共有39人死亡、9人失联 2026年7月8日，广西贵港，救援人员在教育园内转移被台风“美莎克”过境降雨造成水灾围困的师生及附近居民。图：视觉中国 【财新网】 本轮广西洪水造成的人员伤亡仍在上升。7月9日上午，广西南宁市组织召开第三次防汛救灾新闻发布会。南宁市委常委、副市长丁伟在会上称，截至9日上午11时，包括南宁六蓝水库溃口洪灾在内，广西全区共有39人死亡、9人失联。因部分死亡人员身份技术鉴定尚需时间，死亡人员与失联人员可能存在重叠。 此前，受台风“美莎克”影响，广西南宁、贵港、钦州等多地出现暴雨到大暴雨，局部地区有特大暴雨，江河水位迅速上涨。7月6日上午，南宁市、横州市等地多座水库出现漫溃险情。（详见财新网：《 广西横州一水库溃坝 强降雨已致6死11失联 》）

美国存储芯片巨头 美光 科技（Micron Technology）日前宣布，将加快推进其在美国本土的晶圆厂和技术投资计划，预计到2035年的累计资本支出将提升至2500亿美元（约合人民币1.82万亿元）以上。这一数额较该公司此前规划的2000亿美元投资规模实现了显著上调。 美光科技在一份官方声明中指出，此次追加投资旨在全面深化其在美国本土的半导体制造能力，以支撑公司未来在全美范围内生产40%动态随机存取内存（DRAM）芯片的长期战略目标。 在具体的项目建设时间点方面，美光科技透露，其位于美国爱达荷州（Idaho）的首座先进晶圆制造工厂目前正按既定工期加紧建设，预计将于2027年年中正式产出首批晶圆。该工厂的投产将成为美光科技重塑本土供应链、扩充下一代高带宽存储芯片产能的关键一步。 行业分析人士指出，在人工智能算力需求爆发式增长以及全球芯片供应链重构的背景下，美光科技此次大幅拉高长期投资预算，不仅是为了满足下游数据中心对先进存储生态的迫切需求，也是为了进一步获取美国“芯片法案”（CHIPS for America Program）下的政策补贴。由于此项重组计划涉及高昂的固定资产支出及长周期的产能释放，其后续的资金落地效率与技术工艺创新仍将面临市场与行业周期的多重检验。 责任编辑：龙运翔

美国劳工部周四公布的最新数据显示，在截至7月4日当周，美国首次申请失业救济人数环比减少2000人，至21.5万人，略低于市场预期的21.7万人。数据表明，全美企业裁员规模在短期内依然有限，但结合近期宏观数据来看，美国劳动力市场正在呈现更深层次的结构性调整。 数据显示，尽管涵盖了美国独立日假期这一传统波动时间点，上周首次申请失业救济人数仍维持在较低水平。然而，此前一周的持续申领失业救济人数却小幅升至181万人，表明部分已失业群体重新就业的周期有所延长。 行业分析人士指出，低位的初请失业金人数通常反映出雇主目前仍不愿进行大规模裁员，但这一指标已无法全面掩盖劳动力市场的走弱迹象。上周五公布的6月非农就业报告已明确证实，全美招聘步伐正在放缓，前期劳动力市场的强劲势头显著减弱。 报告进一步强调，大批美国劳动者彻底退出劳动力市场，是导致当前首次申请失业救济人数在表面上维持低位的重要原因之一。由于大量失业人口因求职受挫而放弃寻找工作，其不再被纳入失业登记范畴，进而对初请失业金数据形成了技术性对冲。面对招聘需求降温与劳动参与率滑坡的双重重压，美国就业市场未来的复苏动能正面临严峻挑战。 责任编辑：龙运翔

Byrna Technologies (BYRN) delivered earnings and revenue surprises of -340.00% and -28.46%, respectively, for the quarter ended May 2026. Do the numbers hold clues to what lies ahead for the stock?

In this video, I will cover a major update from Meta Platforms (NASDAQ: META) and explain why the market's reaction may be sending the wrong signal to investors. Watch the short video to learn more, consider subscribing, and click the special offer link below.

Key PointsSocial Security will be insolvent in six years and could face a 22% benefit cut at that time.

Porsche Sales Tumble To Weakest In Six Years As Chinese Demand Plummets Days after Germany's top financial newspaper, Handelsblatt, reported that Porsche AG is planning more than 4,000 job cuts, the sports-car maker on Thursday revealed first-half sales figures that were the weakest in six years, with its China business falling off a cliff. For the January to June period, Porsche reported 122,306 vehicle deliveries across global markets, a 16% decline from the same period a year earlier. The first-half slump marked Porsche's weakest sales performance since 2020, with its top market, North America, seeing a 13% decline in vehicle sales, while China suffered an outright 32% decline. Softening luxury demand in the West and China's deepening slowdown are increasingly concerning for the high-end automaker. "With around 122,000 customer deliveries in the first half of 2026, we are below the same period last year but in line with our expectations," Matthias Becker, Member of the Executive Board for Sales and Marketing at Porsche AG, wrote in a statement. Porsche blamed the slowdown in North America on several issues: Among the sales regions, North America remains at the top with 37,712 deliveries. The decline of around 13 per cent can be attributed, among other factors, to the expiration of tax incentives for electric and hybrid vehicles as well as the end of production of the combustion-engined 718. Dismal delivery figures follow a report by Handelsblatt that said Porsche was considering eliminating as many as 4,000. Porsche's profit eroded further in the first quarter as the automaker faced mounting pressure from tariffs, geopolitical turmoil, and gaps in its model lineup. The emergence of Chinese EV giants like BYD and Chery in Europe has been a troubling development not just for Porsche but other legacy EU automakers. Porsche is part of the Volkswagen Group, where the VW CEO recently warned that more than 100,000 jobs could be eliminated as part of a massive overhaul. ...

Micron Stock Rockets As AI Memory Demand Resets Wall Street Targets timothysykes.com

礼来 公司股价近日获得上涨动能，此前加拿大药品管理局对其湿疹治疗药物Ebglyss（lebrikizumab）给出了积极报销推荐意见，为加拿大全国公共药物计划的覆盖铺平了道路。 Ebglyss于2024年6月已获得加拿大卫生部授权，用于治疗中度至重度特应性皮炎的成人和12岁及以上青少年患者。此次CDA-AMC的有条件推荐，是继魁北克省卫生技术评估机构INESSS于2024年8月给出积极意见之后，在联邦层面取得的又一关键进展。与此同时，泛加拿大制药联盟已与礼来加拿大公司就所有辖区达成意向书，这意味着该药有望在全国范围内获得公共报销。 礼来加拿大总经理Mathilde Merlet表示，此举将使加拿大各地患者有机会获得一种能够提供持续长期疗效且安全性已得到证实的先进生物制剂。加拿大湿疹协会执行董事Amanda Cresswell-Melville也指出，这一积极推荐是扩大治疗选择范围的重要一步，为医疗提供者提供了更多灵活性，也为患者带来了更好控制病情的机会。 Ebglyss的授权基于ADvocate 1、ADvocate 2和ADhere等多项关键临床研究结果，数据显示该药最早在第4周即可实现90%的皮肤清除率和显著的瘙痒缓解。其长期扩展研究ADjoin更表明，皮肤清除和瘙痒缓解效果可维持长达两年，最新数据甚至支持长达四年的持续疗效。对于投资者而言，Ebglyss的进展再次表明礼来的增长不仅局限于减重药物领域，其多元化的管线布局正持续释放价值。 责任编辑：张俊 SF065

Tesla Optimus Gen 3 Design Initially Finalized, Musk Sets Hard Target for Supply Chain: 1,000 Units Weekly Production by September. TradingKey

GXO Logistics stock has given investors a roughly 22.6% decline over the past three years, and today the picture is mixed, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to shares being roughly in line with fair value, while traditional market multiples still lean toward the stock looking expensive. Over the past three years, GXO Logistics has fallen about 22.6%, which means recent shareholders have not been rewarded despite ongoing interest in the business. On the...

格隆汇7月9日｜阳光电源发布首款全自研SST固态变压器EnerNeo。针对AI算力高密负荷痛点，该产品基于800V直流供电架构，支持1.5MW至4.5MW灵活组合及低压模块在线热插拔，系统可用性达99.999%。

CHUYN/iStock via Getty Images Analysts at Goldman Sachs on Thursday downgraded shares of infrastructure and construction company Granite Construction ( GVA ) to Sell from Neutral, saying much of its operational transformation and favorable industry tailwinds are already reflected in the stock price. The firm assigned a $139 price target, suggesting modest downside from current levels and making Granite ( GVA ) one of the less attractive opportunities within its engineering and construction coverage universe. The downgrade comes despite widespread praise for Granite's execution over the past several years. Once viewed as a company burdened by riskier project exposure, Granite has reshaped its business through acquisitions, investments in higher-margin operations and a deliberate effort to reduce exposure to large design-build megaprojects that historically carried greater execution risk. A key element of that strategy has been expanding the company's vertically integrated materials business, which generally generates stronger margins than traditional construction contracting work. Analysts said those investments have helped improve profitability and create a more resilient operating model. The turnaround has been difficult for investors to miss. Granite shares have climbed roughly 268% over the past five years, significantly outperforming many peers in the construction sector. During that same period, estimates for next-12-month earnings before interest, taxes, depreciation and amortization have increased by approximately 186%, reflecting both stronger fundamentals and improving investor confidence. Different environment ahead The concern now is less about Granite's ( GVA ) execution and more about the environment it faces going forward. The company benefited from one of the strongest periods of public infrastructure spending in recent history, fueled by federal funding programs and elevated government investment in transportation and public works projects. That back...