据港交所文件，6月3日，安克创新科技股份有限公司向港交所提交上市申请书，联席保荐人为中金公司、高盛、摩根大通。

U.K. regulators are requiring Google offer a tool allowing website publishers to opt-out of generative AI search features. The option will be tested in the UK then rolled out globally.

Jonathan Kitchen/DigitalVision via Getty Images Investment Summary My previous investment thought on Kuaishou Technology ( KUASF ) was a hold rating because the near-term setup had deteriorated. I reiterate my hold rating as the recent quarter did not really fix the main issue. Kling is indeed scaling much faster and makes the AI investment case more credible, but the group P&L is still under pressure. Revenue growth slowed, live streaming remained weak, and margins compressed. My opinion is that the long-term story looks better than before, but the stock still needs cleaner earnings before a positive re-rate can happen. 1Q26 Results Update KUASF’s Q1 2026 results were mixed. Total revenue grew 3.4% y/y, and while that is still growth, it was not a strong growth quarter. Online marketing services revenue grew 9.3% y/y, with most of the growth coming from deeper AI use across online marketing. Live streaming was the drag again. Revenue fell 13.5% y/y despite management’s efforts to build a healthier live streaming ecosystem with better content quality. Other services revenue grew 15.9% y/y, with the main driver being Kling AI. This is an important data point because other services are now becoming more tied to KUASF’s AI efforts, not just e-commerce-related services. Profit-wise, things look worse. Domestic revenue grew 4% y/y, but domestic operating profit fell 28.8% y/y. Overseas revenue fell 11.6% y/y and reported a RMB31 million operating loss. Together, we see KUASF’s consolidated EBIT decline by 15.6% y/y and operating margin fall to 10.7% from 13.1%. Adj. net profit, then, fell 26.3% y/y, while adj. net margin fell to 10% vs. 14%. Kling Makes the AI Investment Case More Credible Kling AI is the main reason to continue paying attention to KUASF, in my view. I stayed neutral previously because the core business was still healthy, but the cost of pursuing AI growth had become much more visible. My view still holds, but what changed today is that Kling now gives i...

Zhanna Hapanovich/iStock via Getty Images Market Overview Municipal bonds began the new year on an upbeat note before the outbreak of war in Iran and the accompanying energy supply shock spawned significant volatility in rate markets. When all was said and done, the strength of January and February was pretty much undone by March's weakness, and muni index returns ended the first quarter wrapped around zero. The S&P Municipal Bond High Yield Index gained 0.3%, while both the S&P Municipal Yield Index, which includes bonds across the quality spectrum, and the S&P Short Duration Municipal Yield Index lost 0.2%. For context, the Bloomberg US Aggregate Bond Index was flat during the period. 1 Muni Market Resilient Amid Volatile Conditions Given the quarter's complicated and rapidly evolving dynamics—including the outbreak of war, spiking energy prices, renewed inflation concerns, whipsawing policy expectations and acute Treasury volatility—the municipal market's ability to absorb $119 billion of tax-exempt new issuance (and $128 billion overall) was impressive, in our view, and is a testament to steady investor interest in the asset class and the appealing yields on offer. Tax-exempt new issuance was 13% higher than in the first quarter of 2025, a year that ended up setting a new annual record. As it had been throughout 2025, issuance was predominantly new capital, with less than one-quarter going toward refunding activity. 2 Bond demand proved up to the task of absorbing the strong issuance. January and February are typically robust months for flows into municipal bond mutual funds and exchange-traded funds, and 2026 was no different. The strong start to the year helped kickstart total first quarter inflows of close to $33 billion, nearly tripling those from first quarter 2025. 3 Municipal bond yields mostly followed the trend of Treasuries during the first quarter, easing across the curve early in the year before rising sharply in March as a shock to the global energy...

hapabapa Shares of Palo Alto Networks ( PANW ) fell about 7% on Wednesday despite fiscal third-quarter results beating estimates, while analysts remained largely positive. Palo Alto posted Q3 adjusted per-share profit of $0.85, with 31% growth in revenue to $3B, both ahead of estimates. "Palo Alto delivered strong Q3 results and raised guidance, but I maintain a sell rating due to persistent overvaluation and dilution concerns," said Seeking Alpha analyst Kenio Fontes. So far this year, the stock has gained 41% in value. The share price decline has shifted investor focus to ETFs with significant exposure to the Santa Clara, California-based company Direxion Daily PANW Bull 2X ETF ( PALU ): 13.91% allocation as of June 3. Corgi AI Cybersecurity ETF ( XA ): 12.03% allocation as of June 2. First Trust NASDAQ Cybersecurity ETF ( CIBR ): 10.46% allocation as of June 2. Truth Social American Security & Defense ETF ( TSSD ): 9.29% allocation as of June 3. Amplify Cybersecurity ETF ( HACK ): 7.72% allocation as of June 3. Amplify HACK Cybersecurity Covered Call ETF ( HAKY ): 7.84% allocation as of June 3. iShares Expanded Tech-Software Sector ETF ( IGV ): 7.76% allocation as of June 2. SoFi Agentic AI ETF ( AGIQ ): 7.19% allocation as of June 3. Global X Cybersecurity ETF ( BUG ): 7.00% allocation as of June 2. Trenchless Fund ETF ( RVER ): 6.48% allocation as of June 3. Additional ETFs with exposure to Palo Alto include Pictet AI & Automation ETF ( PBOT ), KraneShares Wahed Alternative Income Index ETF ( KWIN ), Segall Bryant & Hamill Select Equity ETF ( USSE ), WisdomTree Cybersecurity Fund ( WCBR ), State Street Galaxy Digital Asset Ecosystem ETF ( DECO ), and State Street Galaxy Transformative Tech Accelerators ETF ( TEKX ) More on Palo Alto Networks Palo Alto Networks, Inc. 2026 Q3 - Results - Earnings Call Presentation Palo Alto Networks, Inc. (PANW) Q3 2026 Earnings Call Transcript Palo Alto Networks: A Great Quarter Changes Nothing Biggest stock movers Wednesday: GM...

The Swiss alternative asset pioneer locks down its $8.6 billion vehicle, triggering a historic sector-wide sell-off amid intensifying structural strain in the private markets.

imaginima/E+ via Getty Images Investment Thesis Since my last coverage on Kraken Robotics Inc. ( KRKNF ), the stock is up 44%, strongly outperforming the broader index. However, even with such gains, I stay bullish on the stock as only at the beginning of its journey in creating shareholder value. Defense budget expansion, rising demand for subsea information, and more construction work offshore will continue to create a favorable business environment. In addition, the future uplisting to the Toronto Stock Exchange (TSX) in H2 and eventually to NASDAQ possibly next year remain strong catalysts for the stock. Data by YCharts High Topline Visibility And Backlog Expansion In my view, the main strength of Kraken Robotics is in its high topline visibility based on a highly secured product order book and the solid transformative $615 million acquisition of Covelya Group. I believe the large scale of Kraken Robotics’ backlog expansion considerably de-risks its forward guidance and provides a large multi-year runway for top-line compounding. In Q1-FY26, Kraken Robotics’ consolidated topline grew a solid 35% YoY to $21.7 million . But the main strength is within the Product topline segment that boosted 50% YoY to $13.77 million. This topline momentum is mostly backed by solid order flow instead of a recognized backward-looking topline. The management confirmed that product orders for Kraken standalone in FY26 have already hit ~$97 million. With the FY26 standalone guidance of $165 million to $175 million (which means a 61% to 71% YoY growth rate over FY25’s $102.2 million), I think the backlog coverage ratio is high for an industrial tech company this early in the fiscal year; it is boosting forward topline growth of Kraken Robotics. seekingalpha.com Furthermore, the acquisition of Covelya Group that is scheduled to close in late Q2-FY26 leads to an additional $165 million in FY26 order intake (it is up from an initially reported $135 million). When combined, this forms a pr...

Erik Isakson/DigitalVision via Getty Images Keel Infrastructure ( KEEL ) is the new name for this company that was previously involved with bitcoin. In fact, nearly half of the company's reported liquidity comes from a bitcoin stash that it has begun the process of converting to cash. The rest of the liquidity comes from more the $300 million of cash. Management estimates that there is enough liquidity to get to the end of fiscal year 2027 or maybe 2028 depending upon how things unfold. The financial strategy is to get enough signed leases that lease financing will open up as a cash source for the company. But that likely means that meaningful earnings and cash flow are years away. Stock Price The stock price has already taken off as this is a data center related stock that aims to "cash in" on a hot area. The management team does appear to have the experience to pull this off. Keel Common Stock Price History And Key Valuation Measures (Seeking Alpha Website June 2, 2026) A stock like this is either for very long-term investors that want to take the risk of a new issue or it is for technical traders. As far as fundamental investors go, most traditional models need a cash flow or earnings projection. Since this company just changed its name, it is really going forward with the new goals and objectives now (even though it took some time to set up the company with new people and the proper support). Traditional investors need some sort of solid earnings and cash flow history to properly value a stock. Note that the market cap on this company is already $3 billion. That would imply earnings of roughly $300 million and possibly more cash flow. Generally, a stock like this will revalue when the breakeven point is approaching. There are always some hot stocks that avoid that revaluation. But that is not the norm. David Dreman covers this process and the accompanying research in his " Contrarian Investment " series of books. The issue with any new stock, particularly one wi...

Green Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. Green Alpha Investment’s philosophy emphasizes that economic growth and portfolio returns are driven by companies that accelerate productivity and can tackle global economic risks. Next Economy Growth & Income Strategy aims for an above-average dividend yield […]

Taiwan Semiconductor Manufacturing (TSM) Sits at the Absolute Center of the AI Compute Supply Chain Yahoo Finance

WANAN YOSSINGKUM/iStock via Getty Images By James Picerno Federal Reserve Chair Kevin Warsh will preside over his first Federal Open Market Committee (FOMC) meeting later this month (June 16-17). Ahead of his public debut as the top central banker, monetary policy is essentially neutral for the first time in 2½ years, according to TMC Research’s estimate. Inflation, by contrast, is trending higher, which may set up an early challenge for the newly minted Fed chief. Fed funds futures are still pricing in a near-certainty that the Fed will leave its current 3.50-3.75% target range unchanged this month, but the Treasury market is sending a different message for later in the year. The 2-year Treasury yield - widely viewed as a proxy for policy expectations - is trading just above 4.0%, moderately above the high end of the Fed funds target range and implying that a rate hike may be near. The concern is that the recent pickup in headline inflation will soon force the Fed’s hand and trigger one or more rate hikes to offset renewed pricing pressure. The case for rate hikes has been debatable, even after the inflation jump triggered by the conflict in the Middle East. TMC Research’s Fed Funds Model has estimated policy as moderately tight, offering a degree of inflation-fighting medicine. But that mildly hawkish bias has continued to fade in recent months and is now essentially neutral, leaving the Fed vulnerable if inflation holds at current levels or rises further. Several measures of inflation have jumped in recent months, driven by the Middle East supply shock that has lifted energy prices. The year-over-year change in the Consumer Price Index (CPI) rose to 3.8% through April - a three-year high and substantially above the 2.4% pre-war pace in February. Core CPI, which strips out food and energy and is a more reliable measure of underlying inflation, is also edging up but remains considerably softer at 2.7%. In both cases, inflation is running hotter than the Fed’s 2% ta...

Ukrainian Drone Smashes Into Russian Passenger Bus, Killing 8 Civilians The last 48 hours have seen massive, devastating Russian missile and drone attacks on the Ukrainian capital and other cities, which left at 18 dead and over 100 injured. Russia said this was in response to the Starobelsk dormitory attack of last month and other drone attacks targeting Russian territory. But Ukrainian forces have upped the ante once again, this time with a mass casualty event in Russian-control Donetsk region. "A Ukrainian drone strike killed seven people and wounded 11 others in the occupied Donetsk region after crashing into a passenger bus , Kremlin-installed authorities said Wednesday morning, as overnight attacks killed at least two people in Russia," The Moscow Times reports. State media later revised the death toll up to eight killed . Widely circulated social media image of bus after drone attack in Donetsk. The strike happened in the town of Yenakiieve, while the group was being bussed to Simferopol in Crimea, all the way from Moscow on a long-distance route. "According to preliminary reports, seven civilians were killed," Denis Pushilin, the Kremlin-installed head of the Donetsk People's Republic (DPR), wrote on Telegram. "At least eight people have been killed and 11 others wounded," RT later cited him as indicating. "The Ukrainian fascists have committed another act of unprecedented, inhumane aggression," Pushilin additionally said. The bus itself was subsequently shown to be utterly destroyed and left as a burned, charred shell. Perhaps seeking to preempt possible Ukrainian explanations of the bus attack being 'unintentional' - officials have insisted it could not have been an accident : Russia’s human rights commissioner, Yana Lantratova, asserted that the attack was “not a tragic accident” but rather a “vile, deliberate, and inhumane crime” against non-combatants . “There are no military objectives that could justify the bloodshed of civilians. There are no argumen...

Adobe正在考虑两位内部领导和几位外部人工智能专家担任首席执行官职位。

While SpaceX’s anticipated public debut has Wall Street salivating over what could be the most consequential IPO in a decade, the historical record offers a sobering warning. The company filed its S-1 in May, outlining three business segments: Space (Falcon and Starship launch services), Connectivity (the Starlink broadband network), and AI (X and Grok subscriptions). ... SpaceX Is About to IPO. History Says a 55% Stock Drop Could Be Coming Next.

A new survey reveals the average person in Britain will spend 41,000 hours flicking idly between news apps and social media – and, in all likelihood, getting increasingly miserable Name: Doomscrolling. Age: The term first emerged in 2018, but took off in 2020 (when the doom got especially heavy). Continue reading...

通过大赛进一步加速释放数据要素潜能。 6月2日，2026年“数据要素×”大赛上海分赛启动仪式在浦东新区数智天地智慧源・未来学院举行。上海市数据局局长邵军出席活动，并与复旦大学金融科技研究院院长、中国工程院院士柴洪峰共同启动本届上海分赛。上海市数据局副局长翁轶丛致辞，并为赛事专家团和讲师团颁发聘书。浦东新区人民政府副区长李慧出席活动。 翁轶丛在致辞中表示，2026年是“数据要素价值释放年”，通过大赛进一步加速释放数据要素潜能。上海将坚持以赛夯基、以赛促用、以赛强产，推动涌现一批创新性强、示范性好的数据要素开发利用解决方案，为本市数字经济发展注入源源不断的上海力量。 上海分赛组委会邀请往届全国总决赛评审专家、获奖项目团队，组建了赛事专家团和讲师团，为大赛提供专业指导。活动现场举行了聘任仪式。 活动现场还邀请了2025年全国总决赛获奖团队代表分享备赛经验与参赛心得。活动宣贯环节对赛事总体安排和本市数商培育工作分别进行了宣讲。 赛事组委会各成员单位、各区数据局相关负责同志，行业专家、行业协会及重点企业代表参加本次活动。 2026年“数据要素×”大赛上海分赛 官网链接https://dexc.sh.gov.cn

格隆汇6月3日｜墨西哥经济部：将在未来45天内与美国贸易代表办公室（USTR）进行正式会谈，讨论不符合美墨加协定（USMCA）的货物运输。

格隆汇6月3日｜美国国务卿鲁比奥：美国军队正在保护通过霍尔木兹海峡的商业船只。

Dreame’s L20 Ultra robot vacuum can clean itself. | Image: The Verge The Dreame L20 Ultra isn’t the company’s newest model, but it’s still a great robovac / mop hybrid that offers strong performance while requiring very little day-to-day maintenance thanks to its included trash bin and AI obstacle avoidance. Verge readers can get for its best-ever price right now. Originally $1,400 when it launched in 2023, it’s down to $279 from Wellbots with code L20VERGE . Dreame L20 Ultra Where to Buy: $1399.99 $279.99 at Wellbots (with code L20VERGE) What makes the L20 Ultra so great at this price is that it can do a lot on its own — so much more than other robovacs at this price point. The included base station automatically empties the vacuum’s dustbin, washes and dries the mop pads, and refills the robot’s water tank between cleaning sessions. The L20 Ultra also offers reliable AI-powered obstacle avoidance and can quickly map your home’s layout, meaning you don’t need to babysit it as it cleans. Thanks to its large dust bin, you can ignore it for up to 75 days without having to empty it yourself. The robovac does a good job of cleaning up carpets and hardwood floors alike, thanks to its 7,000Pa of suction power. What’s more, its dual oscillating mop pads extend when needed to clean along baseboards and in corners. It can lift the mop pads over carpets, or return to its base station to have them removed. Of course, being a three-year-old robot vacuum, it lacks some of the upgrades found on newer models. For example, the $1,349.99 ($150 off) Dreame X60 — currently one of our favorite robovacs — offers a whopping 35,000Pa of suction, two rubber brushes, and a motorized swing arm that can climb over taller thresholds between rooms. Even without them, the L20 Ultra still offers a lot of premium features that aren’t typically offered at this price. window.HYPE_DESK_CONFIG = { productImageUrl: "https://platform.theverge.com/wp-content/uploads/sites/2/2026/06/corsairddr5.jpg", prod...

Alphabet (GOOG) Anticipates Dramatic Increase in Capital Expendi GuruFocus

美国国务卿鲁比奥：美国军队正在保护通过霍尔木兹海峡的商业船只。

VersaBank于6月3日公布了截至2026年4月30日的第二季度财报。受益于美国结构性应收款项计划投资组合的强劲增长以及加拿大业务的超预期扩张，公司总营收与净利息收入同比增长27%，调整后核心净利润同比增长45%。 财报显示，第二季度总营收为3830万加元，净利息收入达3570万加元，均较去年同期的3010万加元显著提升。调整后核心净利润为1240万加元，合每股0.39加元，大幅高于分析师预期的0.28加元。总资产同比增长28%，达到创纪录的63.999亿加元；信贷资产净息差从上年同期的2.59%扩大至2.71%。 报告净利润为750万加元（每股0.23加元），同比下降12%，主要受670万加元非核心费用拖累。其中450万加元涉及公司向美国标准银行架构重组的项目成本，220万加元为出售唯一实体分行产生的无形资产减值。该分行已于5月1日完成出售。 公司创始人兼总裁David Taylor表示：“调整后净利润同比增长38%，显著超过信贷资产25%的健康增速，充分体现了我们商业模式内在经营杠杆效应带来的持续红利。”他补充道，美国结构性应收款项计划投资组合环比增长28%是季度业绩的核心驱动力。 公司美国数字银行业务净利润达360万加元，较上年同期的13.3万加元大幅提升。此外，公司启动了人工智能驱动的实时结构性应收款项计划试点项目，并开始依据托管服务协议接受QCAD存款——这是加拿大首个符合监管要求的加元稳定币。 展望未来，公司预计在2026财年，美国结构性应收款项计划的资金投放规模将至少新增10亿美元。公司已向美国证券交易委员会公开提交Form S-4注册声明，预计重组将于2026财年内完成。 责任编辑：张俊 SF065

Captain Ben Stokes warns that players could abandon international cricket if England take a hardline stance on the Indian Premier League.

DDOG, ORCL, MSFT emerge as top software stock picks as the sector rebounds: report Invezz

Melpomenem/iStock via Getty Images Brazilian fintech Nu Holdings ( NU ) was trading lower after Susquehanna cut its recommendation on the stock "pending better visibility" after the recent leadership transition. Shares were 4.11% lower at $11.44 during morning trading on Wednesday. "NU operating margins have fallen 760 BP to reach 19.2% in Q1'26," said analyst James Friedman. "Generally speaking, the deterioration seems to have coincided with a combination of factors, including the credit card push in Brazil and regional expansion into Mexico and eventually the U.S." "The departure of Brazil-based CFO Guilherme Lago and hiring of Visa's North America CEO Rob Livingston likely expedites this global expansion," said Friedman. Reinforcing this message, NU indicates they will pursue "a global and local finance leadership structure," the research note said. "Our conclusion is that NU is again in a heightened investment cycle, and while they have proven excellent operators, we are trimming estimates and downgrading," said the Susquehanna analyst. The stock was cut to Neutral from Positive, and the price target was reduced to $13.00 from $18.00. Susquehanna's rating aligns with the Seeking Alpha Quant rating of Hold. SA authors see the stock as Buy, while the Wall Street analysts grade NU as Strong Buy. More on Nu Holdings Nu Holdings: Seasonality Creates Entry Opportunity Nu Holdings: Growth Remains Strong Despite The Earnings Miss Nu Holdings: The Market Is Wrong (Again) About Nu Nubank appoints new CFO Coatue adds ASML, exits Chagee, boosts NuBank stake, among Q1 trades

Investors in Invesco QQQ Trust (Symbol: QQQ) saw new options begin trading today, for the June 17th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the QQQ options chain for the new June 17th contracts and identified one put and one call con

Investors in Lyft Inc (Symbol: LYFT) saw new options begin trading today, for the December 2028 expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 926 days until expiration the newly trading contracts represe