A transformative deal just derisked this company and helped secure a domestic supply of rare earth magnets for the U.S. Shares in USA Rare Earth (USAR +12.73%) soared by more than 17% as of 1 p.m. today on news of a combination of U.S. government (USG) and private investment into the company. It helps derisk the company and secure a domestic supply of critical rare-earth magnets made from non-China-sourced materials, including from the Round Top deposit in Texas. Terms of the USA Rare Earth deal Under the deal terms announced today, the company will receive $277 million in Federal Funding and a $1.3 billion senior secured loan with a 15-year term at a rate of Treasury Rates plus 1.5% under the CHIPS Act. In return, the USG will receive $277 million in common stock comprising 16.1 million shares issued at $17.17 per share. In addition, the USG received 10% of the fully diluted shares outstanding (FDSO) through warrants on a pre-deal basis, representing 17.6 million shares at $17.17 per share. Expand NASDAQ : USAR USA Rare Earth Today's Change ( 12.73 %) $ 3.15 Current Price $ 27.92 Key Data Points Market Cap $3.7B Day's Range $ 26.38 - $ 32.07 52wk Range $ 5.56 - $ 43.98 Volume 95M Avg Vol 12M Given that the share price, as I write, is about $29, the USG appears to have a good deal here, at least based on the initial reaction. In addition, the company secured $15 billion (69.8 million shares at $21.50) in a securities purchase agreement with Inflection Point and other investors. Why the deal is transformative It's a big deal for USA Rare Earth because it helps bridge its financing needs between starting and developing magnet production at its Stillwater facility this year and beginning commercial production at Round Top in 2028. As such, management wasted no time in updating the market on its commercial aspirations. Management now expects to produce 8000 tonnes per annum (tpa) from Round Top in 2030, and 27500 tpa of metal (the gap will be filled by non-China sources...

格隆汇1月27日｜上海黄金交易所黄金T+D 1月26日（周一）晚盘收盘上涨0.96%报1144.96元/克； 上海黄金交易所白银T+D 1月26日（周一）晚盘收盘上涨7.77%报29051.0元/千克。

Image source: The Motley Fool. Wednesday, July 30, 2025 at 9:30 a.m. ET Call participants Chairman, President, and CEO — J. Mariner Kemper Chief Financial Officer — Ram Shankar President and CEO, UMB Bank — James D. Rine Director of Investor Relations — Kay Gregory Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net Income -- $215.4 million reported for the quarter, reflecting $13.5 million of acquisition expense. -- $215.4 million reported for the quarter, reflecting $13.5 million of acquisition expense. Net Operating Income -- $225.4 million, or $2.96 per share, excluding selected nonrecurring items. -- $225.4 million, or $2.96 per share, excluding selected nonrecurring items. Private Investment Gains -- $37.7 million pretax gain from private investment activities, including a $29.4 million pretax gain on an investment in Voyager Technologies, with an internal rate of return of 59% and a 5.8x multiple on invested capital. -- $37.7 million pretax gain from private investment activities, including a $29.4 million pretax gain on an investment in Voyager Technologies, with an internal rate of return of 59% and a 5.8x multiple on invested capital. Loan Growth -- Average loans increased 12.7% on a linked-quarter basis to $36.4 billion, with legacy UMB average loan balances up 15.3% annualized compared to the prior quarter. -- Average loans increased 12.7% on a linked-quarter basis to $36.4 billion, with legacy UMB average loan balances up 15.3% annualized compared to the prior quarter. Deposit Growth -- Average deposits rose 10.7% linked quarter to $55.6 billion, supported by strong organic growth and additional Heartland balances. -- Average deposits rose 10.7% linked quarter to $55.6 billion, supported by strong organic growth and additional Heartland balances. Core Net Interest Margin -- Expanded 8 basis points quarter over quarter. -- Expanded 8 basis points quarter over quarter. Net Accretion -- $42.2 million in net purchase accounting ac...

is features writer with five years of experience covering the companies that shape technology and the people who use their tools. Posts from this author will be added to your daily email digest and your homepage feed. “Fuck ICE first, second, third, and fourth. Then worry about fucking me,” a Reddit post reads. “Immigrants of any status are my friends, neighbors, and colleagues.” r/MassiveCock is a subreddit that is primarily photos of users’ penises. Prior to this weekend, the forum was largely apolitical: a place for users to sext or promote their OnlyFans accounts. Over the weekend, peppered between the usual dick pics, some posts began to take an explicitly anti-ICE stance. “How hard I get when I think about abolishing ICE,” one post reads, accompanied by a photo to demonstrate. “Sorry, I was just thinking about ICE agents rotting behind bars for the rest of their lives,” says another post with a photo. A user who goes by tomatoe1987 posted one of the “Fuck ICE” messages in the subreddit that became one of the top submissions over the weekend. The user, who requested anonymity because he’s a private person, says he’s active in adult subreddits that he primarily uses to meet people and to show off. He told The Verge that he’s moderately politically active — always votes, has attended a few rallies — but doesn’t consider himself an activist of any kind. His Reddit account is his main platform, and he says he has zero social media in his personal life outside of it. “ICE events have been having a devastating effect on my community, friends, and colleagues.” “I admit I find what I did to be a little (very) silly,” he said in a message to The Verge. “There’s certainly a large element of what I did that was just to vent frustration in the only public way I could. ICE events have been having a devastating effect on my community, friends, and colleagues.” There are several dozen “Fuck ICE” or similar posts in the subreddit as of Monday, some with hundreds of comments. M...

This article first appeared on GuruFocus. On January 26, 2026, Nvidia (NASDAQ:NVDA) and CoreWeave (NASDAQ:CRWV) said they expanded their partnership to accelerate the buildout of more than 5 gigawatts of AI factories by 2030. Nvidia also invested $2 billion in CoreWeave Class A shares at $87.20 per share. The companies said the expanded collaboration includes CoreWeave deploying multiple generations of Nvidia infrastructure, including early adoption of the Rubin platform, Vera CPUs, and BlueField storage systems, while the two work to validate CoreWeave's software and reference architecture for potential inclusion in Nvidia's reference designs. The expansion comes as large hyperscalers increasingly design their own internal silicon, narrowing Nvidia's direct exposure within those environments. Partnerships with specialized cloud providers such as CoreWeave have therefore become a key channel for Nvidia to deploy its full-stack platforms at scale. The initiative is built around AI factories, data centers optimized for the dense compute requirements of trillion-parameter models, where Nvidia's hardware and software are tightly integrated. Nvidia said the standardized approach is intended to shorten the path from cluster deployment to active model training for enterprise customers. In early U.S. trading, Nvidia was at $186.50, down 0.62%, while CoreWeave jumped 9.35% back to over $100 per share.

Image source: The Motley Fool. Tuesday, July 29, 2025 at 8:30 a.m. ET Call participants President and Chief Executive Officer — Sanjay Mirchandani Chief Financial Officer — Jennifer DiRico Vice President, Investor Relations — Michael John Melnyk Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total annual recurring revenue (ARR) -- $996 million, up 24%, with organic net new ARR of $40 million quarter over quarter, a quarterly record. -- $996 million, up 24%, with organic net new ARR of $40 million quarter over quarter, a quarterly record. Subscription ARR -- $844 million, up 33%, with 30% growth on a constant currency basis; now 85% of total ARR, compared to 79% one year prior. -- $844 million, up 33%, with 30% growth on a constant currency basis; now 85% of total ARR, compared to 79% one year prior. SaaS ARR -- $307 million, up 63%, with 60% growth in constant currency. -- $307 million, up 63%, with 60% growth in constant currency. Total revenue -- $282 million, up 26%, driven by a 46% increase in subscription revenue. -- $282 million, up 26%, driven by a 46% increase in subscription revenue. Revenue from term software transactions exceeding $100,000 -- Increased by 39%. -- Increased by 39%. Net new subscription customers -- Approximately 700 added, bringing total close to 13,000. -- Approximately 700 added, bringing total close to 13,000. SaaS net dollar retention rate -- 125% for the quarter, reflecting upsell and cross-sell momentum. -- 125% for the quarter, reflecting upsell and cross-sell momentum. Customers using two or more SaaS products -- Increased by 45%. -- Increased by 45%. Customers generating $100,000+ SaaS ARR -- Rose 70% and account for over 30% of the SaaS customer base. -- Rose 70% and account for over 30% of the SaaS customer base. M365 and Air Gap Protect -- Achieved double-digit quarter-over-quarter growth. -- Achieved double-digit quarter-over-quarter growth. Gross margin -- 82.4%, in line with company target for mar...

Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. The investing edge goes to autonomous cars over humanoid robots, said tech venture capitalist Bill Gurley. "The autonomous vehicle has an advantage, I think, over the autonomous robot in the short run in that the thing you're trying to accomplish and what the technology's doing is fairly deterministic at this point," Gurley said in a new episode of Yahoo Finance's Opening Bid Unfiltered podcast (see video above or listen below). The Benchmark partner added there are already examples of self-driving cars and what they can do, whereas the robot market is still trying to find a direction. "What I know about the autonomous robot market right now is there's a ton of trials with a whole bunch of different like, style warehouses, but they're all bespoke, they're all different," he said. "And so building a product that's going to like really do well against all of those I think is very difficult." Gurley's claim to fame is an $11 million bet on a Travis Kalanick-led Uber (UBER) in 2011. But other key investments have included Twitter (now X and owned by Elon Musk) and Nextdoor (NXDR). He presently sits on the board of the online retailer Stitch Fix (SFIX). He has seen it all over the course of his career, from the bursting of the dot-com bubble to the emergence of the artificial intelligence revolution. He even worked on the Amazon IPO. In his new book, "Runnin' Down a Dream: How to Thrive in a Career You Actually Love," Gurley shared several principles to finding success in one’s career. He mixed in experiences from his VC career to drive home the point of not settling for an unhappy job. Suffice to say, Tesla CEO Elon Musk sees growth opportunities in both humanoids and autonomous cars. Musk told a crowd at the World Economic Forum in Davos, Switzerland, last week that Tesla (TSLA) has started robotaxi rides in Austin, Texas, witho...

Mexico president asks Korean counterpart for more BTS concerts Reuters

INTC270319C00030000 互動股市圖表 | INTC Mar 2027 30.000 call 股市 Yahoo 財經

The number of people living with extreme heat will more than double by 2050 if global heating reaches 2C, according to a new study that shows how the energy demands for air conditioners and heating systems are expected to change across the world. No region will escape the impact, say the authors. Although the tropics and southern hemisphere will be worst affected by rising heat, the countries in the north will also find it difficult to adapt because their built environments are primarily designed to deal with a cooler climate. The new paper, published in Nature Sustainability, is the most detailed study yet of how far and how fast different regions will encounter temperature extremes as human-driven global heating rises from 1C above preindustrial levels 10 years ago, towards 1.5C this decade, to 2C, which many scientists predict could occur around mid-century unless governments make rapid cuts to emissions from oil, gas and coal. This will change the pattern of energy demand for temperature management. Over the coming decades, the northern hemisphere’s heating bill will decrease, while the cooling bill of the southern hemisphere will increase. Separate studies have confirmed that by the end of the century, global energy demand from air conditioning will overtake and then far outstrip that from heating. For the latest study, extremes were defined by how many days each year temperatures deviate from a temperate baseline of 18C. Using computer models, the authors then mapped where in the world will see the biggest changes and how many people will be affected. If the 2C threshold is breached, the new dataset indicates the number of people experiencing extreme heat will increase from 1.54 billion people (which was 23% of the world population in 2010) to 3.79 billion (41% of the projected world population in 2050). The majority of those affected will be in India, Nigeria, Indonesia, Bangladesh, Pakistan and the Philippines. But the most significant increase in dangerous ...

Broadcom's AI Backlog Surges to $73 Billion Intellectia AI

In early 2025, Forbes reports , investigators at the FBI served Microsoft with a warrant seeking the BitLocker encryption recovery keys for several laptops it believed held evidence of fraud in Guam's COVID-19 unemployment assistance program. And Microsoft complied with the FBI's request. BitLocker is the name of the full-disk encryption technology that has been part of Windows for nearly two decades. Though initially only available to owners of the Pro editions of Windows who turned it on manually, during the Windows 8 era Microsoft began using BitLocker to encrypt local disks automatically for all Windows 11 Home and Pro PCs that signed in with a Microsoft account. Using BitLocker in this way also uploads a recovery key for your device to Microsoft's servers—this makes it possible to unlock your disk so you don't lose data if something goes wrong with your system, or if you install a CPU upgrade or some other hardware change that breaks BitLocker. But it also (apparently) makes it possible for Microsoft to unlock your disk, too. A Microsoft rep said that the company handled "around 20" similar BitLocker recovery key requests from government authorities per year, and that these requests often fail because users haven't stored their recovery keys on Microsoft's servers. Microsoft and other tech companies have generally refused requests to install universal encryption backdoors for law enforcement purposes, and some companies (like Apple) claim to store device encryption keys using another layer of encryption that renders the keys inaccessible to the company. Read full article Comments

In trading on Tuesday, shares of CloudFlare Inc (Symbol: NET) crossed above their 200 day moving average of $128.92, changing hands as high as $132.45 per share. CloudFlare Inc shares are currently trading up about 2.3% on the day. The chart below shows the one year performance of NET shares, versus its 200 day moving average: Looking at the chart above, NET's low point in its 52 week range is $63.25 per share, with $221.64 as the 52 week high point — that compares with a last trade of $128.85. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

YieldBoost AAPL From 0.4% To 3.1% Using Options Nasdaq

格隆汇1月27日｜美国白宫：总统特朗普在周一与沃尔兹（明尼苏达州州长）的通话中概述了恢复秩序的路径；如果实施这些措施，将不再需要海关和边境巡逻队。总统特朗普呼吁国会通过立法，废除“庇护城市”政策。

A Guyanese businessman facing extradition to the US on gold smuggling and money laundering charges has been elected as the country’s opposition leader, six months after he formed a political party that quickly became the second largest in the South American nation. Azruddin Mohamed, 38, was confirmed as Guyana’s opposition leader after 16 lawmakers from the We Invest in Nationhood party (Win) and another from a single-seat outfit voted in his favor. The tally made Win the second-largest party in parliament, securing Mohamed’s election even as a magistrate’s court hears state arguments for his extradition to the US. Mohamed and his father, Nazar Mohamed, were indicted last year in Florida on federal charges of gold smuggling and money laundering. The indictments came just over a year after the US treasury department also sanctioned the duo for allegedly smuggling more than 10,000 kilograms (22,000 pounds) of gold to the US from Guyana, and evading more than $50 million in taxes. The case has underscored persistent government corruption in the oil-rich South American nation . The family had been among Guyana’s largest gold buyers and exporters. They also ran one of the most successful foreign exchange outlets and possess extensive real estate holdings. Authorities have since shuttered all their businesses and commercial bank accounts once the sanctions were announced. Monday’s brief session, attended exclusively by opposition lawmakers, took place amid simmering pressure from western nations and civil society groups, which had accused authorities of delaying calling a parliamentary session to allow his election. Until Monday, parliament had met only once since its dissolution in July ahead of the September general elections. Addressing the possibility that he and his father could be extradited, Mohamed said that “a person is innocent until proven guilty”. He contended that efforts to exile him have much to do with the fact that WIN is opposing the ruling People’s Prog...

The Aston Martin team have admitted they are to miss at least one day of their allotted three at Formula One’s first pre-season test in Barcelona and will not run their car before Thursday at the earliest. They are the second team to fail to take full advantage of the opening test after Williams also announced they would be unable to take to the track at all in Spain. Testing is taking place from Monday to Friday this week at the Circuit de Barcelona-Catalunya with teams able to use three of the five days to assess their cars. They have been designed to the entirely new regulations and with new engines this season and consequently three full pre-season tests are being held this year. However, as the track running began Aston Martin conceded they would not be there at the off and issued a statement. “The AMR26 will be in Barcelona later this week for its shakedown. Our intention is to run Thursday and Friday,” it read. View image in fullscreen Liam Lawson, of Racing Bulls, on the first day of testing in Barcelona. Photograph: Rudy Carezzevoli/Getty Images While not a major setback it will be of concern, perhaps indicating there is still considerable work to be done on the AMR26, the first car to be designed for the team by Adrian Newey, who has also now taken over as team principal. Drivers Fernando Alonso and Lance Stroll will now have at best two days between them behind the wheel in the first test. Under the ownership of Lawrence Stroll, Aston Martin have invested hugely, including building an entirely new factory complex and wind tunnel at Silverstone with no little optimism that the new rules and Newey’s impact would prove the stepping stone toward the front of the grid. No reasons were given for the delay in coming to the track but at the launch for the team’s Honda engines in Tokyo last week senior figures at the Japanese manufacturer were expressing concern that their power unit was not where they required it to be with the season set to start in Melbourne on...

Image source: The Motley Fool. Wednesday, July 30, 2025 at 10 a.m. ET Call participants Chairman and Chief Executive Officer — Owen David Thomas President — Douglas T. Linde Chief Financial Officer — Michael E. LaBelle Executive Vice President, New York Region — Hilary J. Spann Senior Executive Vice President — Ray Ritchey Executive Vice President, Western Region — Rodney C. Diehl Takeaways FFO per share -- $1.71, surpassing both company guidance by $0.05 and market consensus by $0.04, mainly driven by improved operations. -- $1.71, surpassing both company guidance by $0.05 and market consensus by $0.04, mainly driven by improved operations. Leasing activity -- 1.1 million square feet completed in the quarter, resulting in 2.2 million square feet leased year-to-date; trailing four-quarter leasing volume reached 5.7 million square feet, up 18%. -- 1.1 million square feet completed in the quarter, resulting in 2.2 million square feet leased year-to-date; trailing four-quarter leasing volume reached 5.7 million square feet, up 18%. Development pipeline leasing -- 200,000 square feet executed this quarter; development portfolio now 67% leased, a 500 basis points sequential increase. -- 200,000 square feet executed this quarter; development portfolio now 67% leased, a 500 basis points sequential increase. Portfolio occupancy -- 86.4% at quarter-end, down 50 basis points (240,000 square feet); portfolio percentage leased was 89.1%, down 30 basis points. -- 86.4% at quarter-end, down 50 basis points (240,000 square feet); portfolio percentage leased was 89.1%, down 30 basis points. FFO guidance raised -- Midpoint for full-year 2025 increased by $0.02 to $6.84–$6.92 per share, reflecting improved core property performance and lower G&A expenses partially offset by higher interest expense. -- Midpoint for full-year 2025 increased by $0.02 to $6.84–$6.92 per share, reflecting improved core property performance and lower G&A expenses partially offset by higher interest expense...

e-crow/iStock via Getty Images Overview With gold rallying to an all-time high, I thought it made sense to take a look at the NEOS Gold High Income ETF ( IAUI ). NEOS has maintained an excellent track record for its covered call ETFs, and the assumption is that they will be able to implement the same strategies against a portfolio of gold-focused assets. However, the fund is still relatively new, with an inception dating back to June 2025. Therefore, the performance window is fairly limited, and we've only seen how the fund performs through positive market momentum. Looking at the performance since the fund's inception, we can see that IAUI's share price has increased by 21.5%. When including all distributions paid out to shareholders, the total return jumps up above 32.1% over the same time frame. IAUI offers investors an estimated annual distribution rate of 12.5% and issues payouts on a monthly basis. Additionally, the fund puts an emphasis on issuing distributions in a tax-efficient manner, which is great for investors who want to minimize their overall tax liability. Data by YCharts Despite the fund's strength so far, I believe there are certain tradeoffs and risks that investors should consider. The most straightforward tradeoff is that investors choosing to maintain a position in IAUI for the income potential will likely underperform more traditional gold-focused ETFs if this rally continues. Additionally, there's always the chance that IAUI's payouts will decline if the gold rally shifts momentum and values fall. So let's start by taking a look at the underlying strategy that IAUI implements to generate its amplified income levels. Fund Strategy According to the fund overview , IAUI has total net assets of $338.6M and has an expense ratio of 0.78%. While this expense ratio may be higher than traditional ETFs, it may be worth it considering the active management and the higher dividend yield offered by the fund. The fund's primary goal is to provide a high mo...

Image source: The Motley Fool. Thursday, July 24, 2025 at 9:00 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Mark W. Kowlzan President — Thomas A. Hassfurther Chief Financial Officer — Kent A. Pflederer Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Sales -- $2.2 billion, up from $2.1 billion, reflecting both higher Packaging and Paper segment revenue. -- $2.2 billion, up from $2.1 billion, reflecting both higher Packaging and Paper segment revenue. Net Income (GAAP) -- $242 million, or $2.67 per share; special items contributed $0.19 per share, driven by real estate gains, partially offset by costs related to the pending Greif acquisition. -- $242 million, or $2.67 per share; special items contributed $0.19 per share, driven by real estate gains, partially offset by costs related to the pending Greif acquisition. Net Income (Excluding Special Items) -- $224 million, or $2.48 per share, an increase from $199 million, or $2.20 per share. -- $224 million, or $2.48 per share, an increase from $199 million, or $2.20 per share. EBITDA (Company, Excluding Special Items) -- $451 million, up from $404 million. -- $451 million, up from $404 million. Packaging Segment EBITDA (Excluding Special Items) -- $453 million with $2 billion in sales, producing a 22.6% margin versus $400 million EBITDA on $1.9 billion in sales and a 21% margin previously. -- $453 million with $2 billion in sales, producing a 22.6% margin versus $400 million EBITDA on $1.9 billion in sales and a 21% margin previously. Corrugated Shipments per Day -- Up 1.7%; total corrugated shipments were flat due to one fewer workday compared to the prior year. -- Up 1.7%; total corrugated shipments were flat due to one fewer workday compared to the prior year. Realized Price Increases -- Domestic containerboard and corrugated product prices and mix contributed $0.95 per share compared to the prior year and $0.41 per share sequentially. -- Domestic containerboard and ...

Image source: The Motley Fool. Tuesday, July 22, 2025 at 9:00 a.m. ET Call participants President and Chief Executive Officer — Andrew Ryan Schlossberg Chief Financial Officer — Laura Allison Dukes Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net Long-Term Asset Inflows -- $15.6 billion for the quarter, representing a 4.7% annualized growth rate, contributing to record flows in multiple platforms. -- $15.6 billion for the quarter, representing a 4.7% annualized growth rate, contributing to record flows in multiple platforms. Assets Under Management (AUM) -- Ended the period at $2 trillion, an all-time high for the firm. -- Ended the period at $2 trillion, an all-time high for the firm. Operating Margin -- Adjusted operating margin increased by 30 basis points to 31.2% compared to the same quarter last year. -- Adjusted operating margin increased by 30 basis points to 31.2% compared to the same quarter last year. Adjusted Operating Income -- Rose nearly 3% year over year, with a $9 million increase and a positive 40 basis-point leverage quarter-over-year. -- Rose nearly 3% year over year, with a $9 million increase and a positive 40 basis-point leverage quarter-over-year. Adjusted Diluted Earnings Per Share -- $0.36, as reported by management for the quarter. -- $0.36, as reported by management for the quarter. Net Revenue -- $1.1 billion, $19 million higher than the prior year’s period. -- $1.1 billion, $19 million higher than the prior year’s period. ETF and Index Organic Growth -- Global ETF and index platform achieved 10% annualized organic growth, with $12.6 billion of net long-term inflows. -- Global ETF and index platform achieved 10% annualized organic growth, with $12.6 billion of net long-term inflows. QQQ Operational Structure Proposal -- Preliminary proxy filed to convert the QQQ from a unit investment trust to an open-end fund ETF, with management stating, "net revenues and adjusted operating income would benefit by approxim...

世界冬季極限運動會 麥摩里斯滑雪板坡面障礙技巧封王 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國科羅拉多舉行的世界冬季極限運動會，滑雪板坡面障礙技巧，麥摩里斯封王。 選擇雪道內的道具施展花式動作，3次滑行機會計成績最好的一次。這位32歲的加拿大傳奇選手之前兩次只得24.66及44.66分，原本只是排第9，把握最後一次機會大爆發，以難度、多樣性、落地及完成度等評分。去到尾段的跳台同樣有高水準發揮，結果取得96.33分，贏挪威的卡里夫蘭兩分。連同大跳台項目，麥摩里斯在極限運動會金牌總數累積到12面。

Micron Slips on Samsung HBM4 Nvidia Report Yahoo Finance UK

This article first appeared on GuruFocus. Shares of Micron Technology (NASDAQ:MU) were down 1.30% in premarket trading Monday after reports that Samsung Electronics plans to begin production of next-generation high-bandwidth memory, HBM4, as early as next month, with the goal of supplying Nvidia (NASDAQ:NVDA). Samsung has made progress in qualification, a necessary step to be considered for future Nvidia platforms. The headline matters less for Micron's near-term earnings than for what it signals about the next AI hardware cycle. HBM is one of the tightest and highest-margin components in the AI stack, and Micron's HBM output for 2026 is largely spoken for, according to Barron's. That limits any immediate financial impact. The sensitivity in the stock instead reflects investor focus on who controls incremental supply as Nvidia transitions to its next architecture, where HBM4 is expected to play a larger role. Micron has said it is already sampling its own HBM4 products, with speeds exceeding 11 gigabits per second, and expects to ramp production next year. Samsung's re-entry at scale introduces a different risk. Margin pressure and negotiating leverage. With multiple qualified suppliers, Nvidia gains more flexibility on pricing and allocation, a dynamic investors are increasingly factoring into valuations across the AI memory complex.