Billionaire investor Ray Dalio said the booming artificial-intelligence market shows signs of a bubble that will eventually burst. “All great technology changes produce bubbles,” Dalio, the founder of Bridgewater Associates , said Wednesday in a Bloomberg Television interview. “Nobody can get it exactly right. You have to either spend a ton of money to capture your market share and don’t worry about whether it’s too much or not, or you don’t spend enough money and you lose your market share.” Chipmakers have been the hottest stocks on Wall Street, driven by demand for high-bandwidth chips used in AI data centers and taking the market to record heights. That surge has set off a debate about whether investors are buying into a overheated market. Nvidia Corp. Chief Executive Officer Jensen Huang , seeking to dispel concerns, this week touted “insane” returns for investors willing to bet on the AI boom. Read More: AI Bubble Debate Gets Real as Chip Stocks Rally Turns Historic Bubbles pop when it comes time to turn capitalize on investments, Dalio said, noting concerns about the profitability of AI companies. “The pricking is the converting of wealth into money,” he said. Today’s AI-driven market is “following that kind of path, even though it is a wonderful technology.” Dalio is the founder of Bridgewater Associates, one of the world’s largest hedge funds. The 76-year-old finalized his exit from Bridgewater in 2025, selling the last of his remaining stake and stepping aside from the board. His net worth is $21.5 billion, according to the Bloomberg Billionaires Index .

FREDERICA ABAN/iStock via Getty Images Ticker Symbols Class A ALGAX Class C ALGCX Class I AIGIX Class Z ALCZX Click to enlarge Investment Strategy Primarily invests in a focused portfolio of approximately 35-45 equity securities of companies located in countries outside the U.S. identified through our fundamental research as demonstrating promising growth potential based on earnings, quality and valuation. Seeks long-term capital appreciation. Portfolio Management Michael J. Mufson, CFA Co-Founder, Chief Investment Officer, Portfolio Manager Redwood Investments, LLC 38 Years Investment Experience Ezra Samet, CFA Senior Vice President, Portfolio Manager, Senior Analyst Redwood Investments, LLC 20 Years Investment Experience Donald W. Smith, CFA Senior Vice President, Portfolio Manager, Senior Analyst Redwood Investments, LLC 27 Years Investment Experience Benchmark MSCI ACWI ex USA Index Market Environment During the first quarter of 2026, the MSCI ACWI ex USA fell 0.60% in U.S. dollar terms, with the Energy and Materials sectors outperforming the index, while the Consumer Discretionary and Information Technology sectors underperformed. Style factors such as medium-term momentum and value posted outsized returns, while growth and volatility factors lagged. Non-U.S. equity market weakness was driven largely by the escalating conflict in the Middle East, where shares of companies within net energy-importing countries were under notable pressure. Moreover, there was a sharp rotation away from software stocks, as the emergence of agentic artificial intelligence (AI) tools raised questions about the durability of traditional software business models. European equities were under pressure during the quarter, with losses concentrated in March as the Middle East conflict disrupted global energy markets and raised concerns that sustained increases in oil and gas prices could feed through into broader inflation. Higher energy prices complicated the outlook for eurozone interes...

adventtr Quantum computing stocks were in the red on Wednesday ahead of Quantinuum ( QNT ) going public on Nasdaq. Quantinuum, which is majority owned by industrial conglomerate Honeywell ( HON ), is scheduled to price its IPO on June 3 and will officially begin trading on Nasdaq under the ticker symbol QNT on June 4. The company plans to sell 26.5M shares between the price range of $53 and $55 and raise about $1.46B. Reportedly, the company could see a valuation of up to $14.3B. The IPO could be more than 20 times oversubscribed. Meanwhile, several quantum computing stocks tumbled on Wednesday. Arqit Quantum ( ARQQ ) slumped about -8%, while Infleqtion ( INFQ ) plummeted around 9%. Rigetti Computing ( RGTI ) tumbled nearly 7%, while D-Wave Quantum ( QBTS ) and Quantum Computing ( QUBT ) each slumped about -6%. Sealsq ( LAES ) fell about -5%, while IonQ ( IONQ ) declined around -3%. Quantum computing ETF: Defiance Quantum ETF ( QTUM ) dipped about 0.2% More on Quantinuum and Honeywell Quantinuum: Is This IPO Poised To Make A Quantum Leap? Wall Street Brunch: Schrodinger's IPO Honeywell International Inc. (HON) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript Honeywell expands industrial safety software with predictive analytics, compliance tools Quantinuum increasing IPO size a sign of 'broadening out' for the sector, Wedbush says

matejmo/iStock via Getty Images Thesis Summary Palantir ( PLTR ) was caught in the SaaS apocalypse sell-off, but it has been one of the strongest performers in the last month as software recovers. As I highlighted in my last piece , Palantir is now undervalued and has an AI moat that sets it apart from other companies. I believe we've put in a long-term bottom here, and the stock will rally to new all-time highs over the course of the rest of the year. This is a good spot here to accumulate as momentum begins to pick up and the technicals turn bullish. I think Palantir will reach $250 by 2027. Palantir 4h Chart PLTR 4h chart (TrendSpider) If we start by zooming into the 4h chart, we can see that Palantir has established a strong base around $120. This has become a key accumulation zone, and it now acts as strong support below. In the last week, Palantir has exploded higher, buoyed by bullish earnings from Snowflake ( SNOW ) and an overall narrative shift for software. As we can see, the stock has broken above the key EMAs, and the 20 has also crossed above the 50 EMA, which is quite bullish. We are overbought on the RSI, and now the key thing to keep this bullish momentum is to hold the 200 EMA at $145. Palantir 1D Chart PLTR 1D Chart (TrendSpider) Zooming out to the 1D chart, we can appreciate that we have also broken above the key resistance, including the local highs made back in March, and that’s quite bullish. The MACD has flipped bullish, and while the RSI is stretched, it can still get quite a bit more overbought. If we can hold these levels now, then there’s not much in terms of resistance until we reach the $180, where we had significant volume before. Palantir 1W Chart PLTR 1W Chart (TrendSpider) Lastly, a look at the 1-week chart, which is still quite bullish. Although Palantir did break below the 20 and 50-week EMA for a bit, we’re now back above and building some solid momentum. The MACD just flipped bullish on the weekly, which has usually been a stron...

matejmo/iStock via Getty Images Thesis Summary Palantir ( PLTR ) was caught in the SaaS apocalypse sell-off, but it has been one of the strongest performers in the last month as software recovers. As I highlighted in my last piece , Palantir is now undervalued and has an AI moat that sets it apart from other companies. I believe we've put in a long-term bottom here, and the stock will rally to new all-time highs over the course of the rest of the year. This is a good spot here to accumulate as momentum begins to pick up and the technicals turn bullish. I think Palantir will reach $250 by 2027. Palantir 4h Chart PLTR 4h chart (TrendSpider) If we start by zooming into the 4h chart, we can see that Palantir has established a strong base around $120. This has become a key accumulation zone, and it now acts as strong support below. In the last week, Palantir has exploded higher, buoyed by bullish earnings from Snowflake ( SNOW ) and an overall narrative shift for software. As we can see, the stock has broken above the key EMAs, and the 20 has also crossed above the 50 EMA, which is quite bullish. We are overbought on the RSI, and now the key thing to keep this bullish momentum is to hold the 200 EMA at $145. Palantir 1D Chart PLTR 1D Chart (TrendSpider) Zooming out to the 1D chart, we can appreciate that we have also broken above the key resistance, including the local highs made back in March, and that’s quite bullish. The MACD has flipped bullish, and while the RSI is stretched, it can still get quite a bit more overbought. If we can hold these levels now, then there’s not much in terms of resistance until we reach the $180, where we had significant volume before. Palantir 1W Chart PLTR 1W Chart (TrendSpider) Lastly, a look at the 1-week chart, which is still quite bullish. Although Palantir did break below the 20 and 50-week EMA for a bit, we’re now back above and building some solid momentum. The MACD just flipped bullish on the weekly, which has usually been a stron...

Ares Management co-founder and CEO Michael Arougheti says the private credit market remains strong and the recent stress in the private credit market is tied to private equity. He speaks with Dani Burger at the Forbes Iconoclast Summit in New York. (Source: Bloomberg)

Oil rose for a third day as a fresh exchange of strikes between the US and Iran cast doubt on the prospects of a peace deal that would reopen the Strait of Hormuz. Leslie Palti-Guzman, founder at Energy Vista, gives an update on the outlook for oil and natural gas prices amid the war in Iran. (Source: Bloomberg)

Nvidia (NASDAQ: NVDA) and Micron Technology (NASDAQ: MU) have been at the center of the artificial intelligence (AI) infrastructure boom in recent years, as they design and manufacture mission-critical chips that help run AI applications. Not surprisingly, shares of both companies have delivered stellar returns. Nvidia stock has shot up 492% over the past three years. Micron, on the other hand, has jumped by a stunning 1,420% over the same period. The good part is that both companies can continue to deliver healthy gains, primarily due to the massive investments in AI data centers . Nvidia has a huge revenue backlog of over $1 trillion for 2026 and 2027 for its Blackwell and Vera Rubin graphics processing units (GPUs). What's more, the semiconductor giant is making terrific progress in new areas such as server processors and physical AI, which should ensure its red-hot growth continues over the long run. Continue reading

TSLA's FSD Supervised gains approval in Estonia, its third EU market, as mutual-recognition rules help speed the driver-assist rollout.

Is Tesla's FSD Supervised Gaining Momentum Across Europe? Yahoo Finance Singapore

Ares Management Corp. was owed more than $547 million following the collapse of John Textor ’s Eagle Football Group, according to a filing by the administrators on Wednesday. How much the private credit manager recovers from the loans will depend on the sale of the group’s principal assets, including ownership of the French football club Olympique Lyonnais and an interest in Brazilian club SAF Botafogo. The joint administrators have already approached more than 50 parties with a view to selling the clubs, the filing by Cork Gully LLP shows. The sales process is ongoing and there is a significant amount of inbound interest, the firm added. Ares, which was owed $400 million of principal and the rest in interest, declined to comment. Textor did not immediately respond to a request for comment. Eagle Football was one of several sports companies backed by Ares as it expanded into the industry in the past few years amid soaring valuations. The asset manager has already recouped some of its exposure to Textor, taking $205 million when he sold Eagle Football’s interest in Crystal Palace, the Premier League team that won a European trophy last month. Ares and Textor fell out after a dispute arose last year concerning governance, funding requirements and the constitution of the company’s board. Eagle Football’s accounts were frozen in January, impacting its ability to operate and to pay its creditors. Ares’ claim is secured by 10 charges registered from 2022 through 2025, according to the filing. The Los Angeles-based overseer is trying to restructure Eagle Football and is open to injecting additional capital subject to creditor write-offs, Bloomberg has previously reported. The administrators are continuing to investigate Eagle’s inter company balances and related transactions. Due to the complexity of some of these arrangements, it is “not presently possible to determine the extent to which any recoveries may ultimately realized from these balances.” Textor has yet to respo...

Oil gains as Middle East hostilities flare Reuters

美军欧洲司令部3日在其官网发文说，美国国防部官员已通知盟友，美国将根据2026年国防战略以及国防部对“北约3.0”的愿景，调整其对北约部队的贡献。 北约欧洲盟军最高司令格林克维奇表示，美方已明确指出，北约在兵力上过度依赖美军，这点必须改变。北约盟友日益具备独立部署和保卫联盟的军事能力，美国相关调整将确保北约不再过度依赖美军力量。此外，鉴于存在多战区同时爆发冲突的潜在可能，相关调整势在必行。 格林克维奇还说，欧洲盟国和加拿大应在有人和无人驾驶航空器以及海军舰艇两个领域承担更多责任。 美国五角大楼官员5月1日说，正计划从德国撤出约5000名美军人员。美国总统特朗普2日表示，美国从德国撤军人数将“大大超过”5000人。特朗普21日又在社交媒体上发文说，美国将向波兰增派5000名士兵，但未说明增兵详情。(新华社)

格隆汇6月3日｜美国中央司令部：截至6月3日，中央司令部部队已引导125艘商船改变航线，并使6艘船只丧失行动能力。

Generac控股公司于6月3日宣布，其SD3250型3.25MW柴油发电机荣获《咨询-指定工程师》杂志2026年度产品奖“发电与电气基础设施”类别的金奖。这一奖项是该类别的最高荣誉，由具备资格的咨询指定工程师和行业专业人士通过竞争性读者投票评选产生，旨在表彰在产品技术进步、行业服务和市场影响方面表现突出的创新产品。 该获奖产品是Generac目前最大的柴油发电机，专门面向数据中心、医疗保健和基础设施等关键任务应用场景设计。作为Generac推出的2.25MW至3.25MW大容量发电机系列中的旗舰型号，SD3250集成了多项为关键任务环境打造的先进技术。 其核心硬件配置包括：拥有全球数据中心备用电源可靠运行记录的Baudouin M55发动机，采用高压共轨燃油系统以提供出色的瞬态响应和低NOx排放；专为全球数据中心严苛需求定制的Marathon DataMAX交流发电机；以及可灵活配置的Deep Sea G8601控制器。在系统可靠性方面，该机型配备了完全隔离的冗余启动系统，避免单点故障；其高温环境冷却套件可在高达50°C的环境中保持最佳性能。同时，通过Generac模块化电力系统的Deep Sea机载并联控制技术，用户可根据需求变化灵活扩展和调整电源方案。 Generac执行副总裁兼国内C&I总裁Erik Wilde表示，这项来自设计、指定和部署关键任务环境电源解决方案的专业人士的认可尤为珍贵。此次获奖与Generac近期的战略布局紧密相关。公司2026年第一季度财报显示，受益于数据中心需求的强劲驱动，其C&I业务板块净销售额同比大幅增长28%至5.1亿美元。同时，Generac近期还收购了Enercon以增强关键任务应用领域的垂直整合能力，并正在扩建威斯康星州的多处制造设施以扩大产能。公司预计2026全年C&I板块将实现25%左右的增长，未交付订单已超过7亿美元，为未来业绩提供了较高的可见性。 责任编辑：张俊 SF065

6月2日，中国农业发展银行续发的一笔政策性金融债，中标利率异常偏低，疑似发生“乌龙”事件。6月3日，农发行发布公告，取消该期债券发行承销额度。(中国证券报)

(Bloomberg) -- The world might have to wait a little longer for its first trillionaire. Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTikTok Billionaire Overtakes Mukesh Ambani as Asia’s Second-Richest PersonRBI May Have Sold Gold to Save FX Reserves, BE Analysis ShowsBased on reports that SpaceX is planning to offer shares in an upcoming

Intel (NASDAQ:INTC) is dominating semiconductor headlines again, riding CHIPS Act drama, a U.S. government equity stake, and CEO Lip-Bu Tan’s sweeping turnaround narrative. Intel’s Financials Tell a Different Story Strip away the headlines and the numbers are ugly. Q1 fiscal 2026 revenue came in at $13.58 billion, up 7.2% year over year, but Intel posted ... Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead

Forget Intel: Buy This Ultra-Efficient, Cash-Generative Semiconductor Juggernaut Instead Yahoo Finance

Key PointsSpaceX is set to go public on June 12 in a highly anticipated IPO.

Coming into Wednesday trading, Ford stock had soared more than 35% since it announced plans to see utility scale battery storage solutions.

AT&T于6月3日宣布，从6月7日起将对其家庭光纤宽带产品线进行重大调整，推出四档简化速率套餐，并为同时订阅无线和宽带服务的用户提供大幅捆绑折扣，以应对日益激烈的市场竞争。 此次调整将光纤套餐精简为300 Mbps、500 Mbps、1 GIG和5 GIG四个速率选项。其中，入门级300 Mbps套餐的速率是此前入门级的三倍，实现了“提速不加价”。选择捆绑AT&T无线与家庭宽带服务的用户，每月光纤费用最低可至35美元起。AT&T表示，符合资格的用户通过捆绑服务每年最高可节省420美元，节省依据为5 GIG套餐用户每月可享25美元折扣，叠加自动付款及无纸化账单可再享10美元折扣，但该优惠仅在部分地区提供。 在服务保障方面，捆绑用户将免费获得“网络备份”功能。当AT&T光纤网络出现故障且用户智能手机靠近网关设备时，系统将自动切换至无线网络维持连接，待光纤服务恢复后再自动切回。AT&T宣称其光纤网络可靠性高达99.9%以上。此外，5 GIG套餐还将包含All-Fi Pro服务包，提供全屋Wi-Fi覆盖、高级安全防护及设备升级服务。 AT&T消费者业务执行副总裁兼总经理Jenifer Robertson表示：“我们致力于为用户提供简单明了、物超所值的套餐，并以高性能网络作为支撑。” 此次套餐调整正值AT&T大力推进光纤战略之际。公司目标在2026年覆盖超过4000万个光纤点位，2027年达到6000万个。其捆绑战略已初见成效，约有45%的高级家庭互联网用户同时订阅AT&T的无线服务，创下公司历史最快年度融合增长率。分析人士指出，通过简化定价和强化捆绑，AT&T旨在降低客户流失率，在无线市场趋于饱和的背景下寻找新的增长引擎。 责任编辑：张俊 SF065

The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...

Sam Altman speaks during CNBC's 'Power Lunch' on June 1, 2026. CNBC OpenAI CEO Sam Altman is meeting with lawmakers in Washington, D.C., on Wednesday, including officials involved with the executive order on artificial intelligence that President Donald Trump signed this week. Altman will meet with members of the Trump administration at the White House, according to an OpenAI spokesperson. He will also sit down with Republican and Democratic members of Congress, including House Speaker Mike Johnson , R-La., and House Minority Leader Hakeem Jeffries, D-N.Y., their representatives confirmed to CNBC. Trump on Tuesday signed an executive order asking AI companies to voluntarily provide the government access to their models for up to 30 days before their release. The order is thin on specific details, but executives from leading AI companies, including Altman, voiced their support on social media. "The U.S. should lead on AI by continuing to develop the very best models, making sure they're safe, and getting cyber tools into the hands of trusted defenders," Altman wrote in a post on X . "The new EO gets the balance right." Read more CNBC tech news Meta is trying to sell AI agents to businesses in latest effort to diversify away from ads SpaceX targets fixed $135 IPO roadshow price at $1.75 trillion valuation, source says OpenAI CEO Sam Altman to meet with lawmakers, Trump officials in D.C. Tesla's China-made EV sales jump nearly 40% in May as domestic market rebounds OpenAI kickstarted the AI boom with the launch of its chatbot ChatGPT in 2022, and Altman has been a frequent visitor on Capitol Hill in the years since. He met with lawmakers in March after OpenAI inked a controversial deal with the Pentagon, and he attended Trump's inauguration last year. On Monday, OpenAI published a blog post titled " Our views on AI policy and political advocacy ," which said the company has not donated to any candidates or campaigns. Additionally, OpenAI said it has not started its own...

Ever since SpaceX released its registration statement, revealing key financials, investors have gone back and forth about the company’s valuation, which media outlets expect to be in the range of $1.75 trillion to $2 trillion. Now, one Wall Street analyst is suggesting that the company’s initial public offering significantly overvalues the company. In a recent research note, Morningstar analyst Nicolas Owens said his team thinks the company is only worth about $780 billion, implying a 55% lower valuation from $1.75 trillion. Continue reading

Poland’s central bank views current interest rate levels as “high enough” to protect price stability amid a spike in global energy costs that’s gradually feeding domestic inflation, Governor Adam Glapinski said. Speaking a day after Glapinski’s 10-member Monetary Policy Council kept its benchmark on hold for a third-straight month at 3.75% , the governor said that there were no reasons to discuss rate changes, especially after the inflation rate unexpectedly declined in May. “The Council believes that the current interest rate level is appropriate,” Glapinski said at his monthly news conference on Wednesday. Rates are “sufficiently high to stabilize inflation under current conditions, and there is no reason to change them or even discuss changes.” The comments mark a retreat from a more hawkish tone set by Polish policymakers in past months. When discussing the May inflation data, Glapinski told reporters that “it’s hard to interpret this as anything other than a factor that reduces the likelihood of a rate hike.” Traders had priced in as much as 74 basis points in tightening since the start of the Iran war, according to derivatives known as forward-rate agreements , as higher energy costs stoked by conflict in the Middle East revive Polish inflation. On Wednesday, 3x6-month FRAs traded 38 basis points above interbank levels reflected in the 3-month Wibor rate. The MPC cut the benchmark by a total of 200 basis points in the 10 months to this March amid a sharp fall in price growth. Inflation stood at 2.1% before the Iran conflict began and at 3.1% in May — still within the policymakers’ target of 2.5%, plus/minus one percentage point.

In the latest installment of Yahoo Finance's ETF Report, BlackRock head of iShares investment strategy for the Americas, Kristy Akullian, sits down with Julie Hyman to lay out where the biggest tech ETF inflows are happening as the latest bout of AI momentum stokes the flame of the market.

格隆汇6月3日｜摩根士丹利将联邦快递的目标价从230美元下调至160美元，重申“减持”评级。大摩认为，快递行业仍面临结构性逆风，市场正从长途、高利润率的运输转向短途、低成本的配送，且竞争日益激烈。

Bitcoin’s selloff extended into Wednesday after Strategy Inc.’s sale of a tiny portion of its massive cryptocurrency stockpile rattled sentiment and widened the token’s divergence from record-setting technology shares. Jim Ferraioli, Director of Digital Currencies Research and Strategy at Charles Schwab, discusses Bitcoin's latest moves and Charles Schwab's report on mining economics and digital asset outlook. (Source: Bloomberg)

Warren Buffett Bought the World's Most Dominant AI Company - Then Sold It Within 6 Months 24/7 Wall St.