A company valued at over $4 trillion doesn't usually see its stock price rise from IPOs of private companies it owns stakes in. That could change with Alphabet Inc, which owns stakes in two of the largest private companies ever....

The dream of climbing the property ladder isn't working out for British millennials. Olivia Rudgard explains why young UK owners are finding themselves stuck. (Source: Bloomberg)

For retirement-focused investors weighing big-box retail exposure, the choice between Walmart (NYSE:WMT) and Target (NYSE:TGT) comes down to a single question: Do you pay up for the defensive compounder, or buy the discounted Dividend King with a turnaround taking hold? Both names are pillars of the consumer defensive sector. Only one belongs in the core ... Walmart vs. Target: Which Retailer Is the Better Long-Term Hold?

格隆汇6月3日｜新闻联播今日报道，长线外资看好中国，持续加码硬科技。截至目前，各类境外投资者持有A股流通市值超过4万亿元，已成为中国资本市场的重要参与者。

If you have a decade-long retirement horizon and one slot left for an AI semiconductor name, the choice between Arm Holdings (NASDAQ:ARM) and NVIDIA (NASDAQ:NVDA) is the question that matters right now. Both ride the same AI buildout. Both were just repriced violently after NVIDIA’s blockbuster May quarter. Only one belongs in a portfolio designed ... Arm vs. NVIDIA: Which Semiconductor Stock Belongs in Your 10-Year Portfolio?

中芯國際(00981) 通函 - [在股東批准的情況下重選或委任董事 / 回購股份的說明函件 / 一般性授權 / 修訂憲章文件 / 其他] 信報網站

格隆汇6月3日｜伊朗革命卫队海军：只有伊朗指定的航线才是波斯湾内安全的航行路线。违反规定的船只将成为打击目标。

In this article SKBL ALM Follow your favorite stocks CREATE FREE ACCOUNT A worker pans through ore at a tungsten mine, operated by Trinity Metals Group, in northwest of Kigali, Rwanda, on Friday, May 23, 2025. Bloomberg | Bloomberg | Getty Images The Iran war has caused well-documented price spikes and shortages on a range of items Americans depend upon. Oil and gas, of course, but also petrochemicals and everything derived from them (e.g. plastics) and helium are among raw materials that have been besieged by the closure of the Strait of Hormuz . Still, there is another element which has seen its price surge amid increasingly short supply because of war, but where the shock will not relent even if the Strait is reopened. The vast amount of U.S. munitions used in battle combined with weapons shipped to Ukraine has left many U.S.-based entities in search of tungsten. If you don't know you need tungsten, that's understandable. While tungsten's role in weapons is driving the current crisis, its reach extends to far more mundane corners of American life, from the dentist's chair to the fishing hole. It flies under the radar for most people, but not those within supply chains where it is critical. "The tungsten topic comes up in almost every vendor conversation," said Mark Vena, CEO and principal analyst at SmartTech Research. "Tungsten is the metal nobody talks about until missiles, factories, and machine shops all need it at the same time," Vena said, noting that it connects warfighting, manufacturing, electronics, aerospace, EVs, and everyday tools. Vena described the current situation as "one ugly supply chain knot" and said the tungsten crisis is a reminder that for all of AI's and tech's advancement, the economy is still dependent on physical materials. As with other situations involving rare earth materials in recent years, China looms large in the supply chain bottleneck. China is the dominant supplier, controlling as much as 80% of the world's tungsten , though ...

6月3日下午，重庆市人民政府与中国南水北调集团有限公司签署战略合作协议。重庆市委书记袁家军会见了中国南水北调集团党组书记、董事长汪安南一行并见证签约。袁家军说，希望中国南水北调集团发挥水网建设国家队、主力军优势，以此次签约为新起点，强化中央企业与地方双向赋能，与重庆持续深化重大水利项目投资、节水技术创新、智慧水网建设等方面务实合作，共同打造互利共赢标志性成果。（重庆日报）

There are massive opportunities with Snowflake and Datadog, the Wedbush analyst says.

Is the best AI company in e-commerce? See why Jim Cramer said he “underestimated” Amazon’s potential to lead the charge in AI infrastructure.

MIAMI, FL / ACCESS Newswire / June 3, 2026 / Digi Power X Inc. (Nasdaq:DGXX)(Cboe Canada:DGX) (the "Company" and "Digi Power X"), an AI data center infrastructure operator, today announced a $35 million commitment to purchase NVIDIA's next-generation ...

Michelle Brittain/iStock Editorial via Getty Images Introduction I don't like this market. I'm not saying that because I'm missing out on gains (I'm not), but because I dislike what the market has become. Everything is about AI. It's everywhere. Social media posts are now dominated by AI-written slop (I'm so tired of that), AI CapEx seems to be the only thing that works in the market and in the economy, and algos (that's AI as well) have changed the market forever, as new developments are priced in at a super fast pace: Today, market success depends not only on predicting where prices might move, but increasingly on how trades are executed, where liquidity exists, how algorithms interact, and how invisible infrastructure shapes every transaction behind the scenes. - Global Finance and Banking Now, don't get me wrong, this isn't an article I'm writing to vent my frustration. After all, there's nothing I can change about it. I will have to play the cards I'm dealt. And if that is a future dominated by AI, then so be it. The purpose of this article is to discuss a few very important developments with you. I will explain why this market seems to be so out of whack, the problems this creates, but also the stability it delivers. Based on that foundation, I'm also going to make the case that I believe market bears are flat-out wrong. The same goes for fear-mongering related to stagflation. To me, the only thing stagflation is good for is to create clickbait titles. What we're dealing with is a far more complex market environment that has severe risks but also plenty of opportunities if you know where to look. So, let's discuss that! Why Some Call It An 'Insane' Market This isn't a normal market, even though I have to say I have a hard time giving you the definition of a "normal" market. All I know is that it certainly isn't what we're dealing with right now. For starters, this month, SpaceX will go public. Without a doubt, it's a mighty impressive company, as it has revolu...

RudyBalasko/iStock Editorial via Getty Images When screening for long-term income holdings, the criteria should always be uncompromising: Investment-grade credit, a viable payout ratio, and a clear path to growing the business. Usually, companies checking all of these boxes demand a premium valuation. Every so often, though, localized sector sentiment acts as a weight on an individual stock’s price, dragging its valuation multiple well below historical norms even as its business model is fine. When an asset with a low-leverage balance sheet and a highly covered, growing dividend drops to a 20% discount to fair value, it shifts from a standard holding to a high-conviction buy. A textbook example of this mispricing today is the gaming net lease giant, VICI Properties ( VICI ). When I last covered it with a Buy rating in April , I liked its expanded relationship with Cain and Eldridge Industries and the acquisition of Pure Casino Entertainment’s assets. The healthy net leverage ratio was another positive. Putting the buy case over the top was the valuation of its shares. Nearly two months later, I’m reaffirming my Buy rating. The shift in consumer preferences away from things and toward experiences remains central to the investment thesis for VICI. In combination with its world-class real estate and the business model built around contractual lease escalators, acquisitions, and mezzanine loans, these provide room for further growth. VICI continues to possess a BBB- S&P credit rating with a stable outlook. Finally, shares have become slightly more undervalued. The Fundamentals Are Holding Up VICI Properties Q1 2026 Earnings Press Release On April 29, VICI released its financial results for the first quarter ended March 31, 2026. The net lease REIT’s total revenue grew by 3.5% over the year-ago period to $1.02 billion during the quarter. Even backing out a 1.1% uptick in the share count, VICI’s revenue made its way higher on a per-share basis as well in the quarter. What...

BalkansCat/iStock Editorial via Getty Images For most of the past decade, Avnet ( AVT ) was a sleepy semiconductor products distributor. That's changed this past year, however. Avnet shares are up more than 90% year-to-date. And AVT stock added to its rally on Tuesday, as shares leapt another 7% during the day's trading despite there not being any apparent news driving the rally, at least as far as I could tell. With this in mind, it's worth looking at why the market is excited about Avnet and whether that optimism makes sense. Avnet: My Original Thesis and Subsequent Developments I last covered Avnet back in 2023. At the time, I presented a fairly simple valuation-based bullish thesis , which went as follows: "Avnet is currently selling for 4.7x trailing GAAP earnings, and goes for 5.5x forward earnings. Avnet trades for a similar 5x EV/EBITDA. Shares sell at just 0.84x book value. And, incredibly enough, Avnet is going for less than 0.3x revenues. Normally these are the sorts of numbers you'd expect to see from some company in a struggling or dying industry. Instead, Avnet distributes semiconductor materials, which by all accounts should be a growing market with tailwinds throughout the 2020s. Smart cars, internet of things, and artificial intelligence should all increase overall semiconductor usage tremendously, and as chip density goes up, Avnet should have more products to handle." With the benefit of hindsight, it would seem obvious to point out AI as a potential tailwind for a semiconductor distribution company. But 2023 was back before memory stocks went parabolic, and the idea of technology "bottlenecks" became a hot investment theme. And, in the case of Avnet specifically, it did take a few years for traders to find the name. But, like many semiconductor-adjacent stocks, Avnet eventually caught a massive bid: Data by YCharts This is quite a remarkable chart. Avnet had traded in a small range between $40 and $50 per share for most of the past decade aside f...

GamePH/iStock via Getty Images Investment environment U.S. equities declined as the Iran conflict sparked volatility and pushed oil prices higher. This created concerns about downstream inflationary impacts on consumers and overall spending patterns, particularly in travel-related industries. Rising inflation expectations pushed long-term bond yields higher and dampened hopes for Federal Reserve (Fed) rate cuts. Early in the quarter, investors grew more cautious about the valuations and capital spending of large U.S. technology companies. Software stocks in particular saw multiple compression due to fears of AI-related disruption. Against this backdrop, investors rotated away from growth stocks toward value-oriented and defensive sectors. Portfolio review Dividend stocks outperformed the broader market as investors sought defensive positioning in a volatile quarter. Our focus on high-quality, dividend-growth companies supported relative performance. In terms of individual stock performance, Lam Research ( LRCX ) was among the top relative contributors. The semiconductor equipment maker benefited from continued demand for graphics processing units (GPUs) and central processing units (CPUs), which is driving the need for additional semiconductor capacity. Lam's strong position in memory production equipment – a critical bottleneck in the AI infrastructure buildout – also helped drive performance. The company maintains a solid balance sheet and has consistently returned capital to shareholders, reinforcing our conviction in its long-term value. Verizon Communications ( VZ ) also was among the top relative contributors. The wireless telecom company's focus on operational efficiency and growth has driven multiple expansion and narrowed its valuation discount relative to peers. Verizon has gained broadband market share from cable providers, a trend that has continued to build momentum. Steady dividend growth in the current market environment and improving execution under ...

HIVE's revenue surged 158%, but investors are focused on whether its AI infrastructure pivot can offset growing pressure on Bitcoin mining

AI Chips Today - ABB Expands NVIDIA Partnership to Boost AI Data Centers simplywall.st

波士顿咨询集团（BCG）最新发布的《工作场所人工智能》报告指出，尽管当前企业员工正在加速普及使用人工智能（AI）工具，但该技术对提升生产率和企业效益的实际影响仍存在不均衡与不确定性。全球各行业面临如何将AI带来的时间红利转化为实质性价值的瓶颈。 报告数据显示，在不承担管理职责的白领员工中，常规使用AI工具的比例已达74%，较去年同期大幅上升23个百分点。在这一群体中，超过40%的受访者表示，AI工具的应用每周可为其节省至少一整天的工作时间。 然而，报告强调，企业管理层普遍未能对这些节省出的时间实施有效价值开发，导致AI带来的效率提升难以转化为可衡量的企业实际红利。这一发现直接挑战了“引入AI即可自动提升生产率”的市场普遍假设，也引发了国际金融市场对全球范围内数千亿美元AI投资回报率的关注与质疑。 报告同时揭示了AI技术推广对工作性质带来的负面影响。统计显示，近半数受访者表示，其投入在管理和指导AI运行上的时间，已经超过了实际完成业务本身的时间。此外，尽管有约三分之二的常规使用者认为AI提升了工作满意度，但亦有41%的受访者指出，AI工具显著增加了其认知负荷，职场正呈现出工作体验优化与工作难度增加并存的“悖论”现象。 波士顿咨询集团报告合著者文茜安·博谢纳（Vinciane Beauchene）就此指出，当前市场不应过度聚焦于AI是否会取代人类工作，核心问题在于重新审视并界定人类所能创造的独特价值，企业领导者亟需在组织架构和管理模式上做出相应调整。 责任编辑：龙运翔

据一份总统令显示，俄罗斯总统普京已批准NordLine公司从 道达尔 能源手中收购北极液化天然气2号（Arctic LNG 2）项目10%的股份。 这一总统令将允许道达尔能源转让其在项目中的直接持股，该项目由诺瓦泰克公司主导，是俄罗斯在北极地区最具代表性的天然气项目之一。 今年5月，持有北极液化天然气2号项目60%股份的诺瓦泰克公司成立了一家名为Nordline LLC的全资子公司。 责任编辑：江学思

格隆汇6月3日｜英国首相斯塔默：我不相信英国存在双重标准执法问题。

The insatiable chip stocks rally was marching on Wednesday but other areas of the tech sector were coming under pressure.

格隆汇6月3日｜据中信建投，本周，秘鲁超级鱼粉FOB出口报价已飙升至每吨2900美元的历史新高。这一价格较2025年5月的1638美元/吨大幅飙升了约77%，其涨幅已显著超越过往厄尔尼诺年份约60%的平均水平，显示市场定价已计入极端强烈的供应紧缩预期。受持续减产影响，2026年4月至9月期间，全球鱼粉出口总量预计将缩减15%-20%。尽管智利、北欧等其他产区出口可能小幅增加，但难以完全弥补秘鲁高达近一半的出口缩量，这将使依赖进口的市场，特别是采购窗口集中在每年5月至9月的中国，面临显著的供应压力，结合过往鱼粉价格见顶时间多在第四季度，预计整个夏季鱼粉价格保持强势上行的概率较大。

格隆汇6月3日｜波士顿咨询集团(BCG)最新的《工作场所人工智能》报告显示，在不承担管理职责的白领员工中，约74%的人表示自己经常使用人工智能工具，较一年前上升了23个百分点。但BCG指出，许多企业难以将人工智能带来的效率提升转化为可衡量的实际价值。在这些非管理岗位白领员工中的AI常规使用者中，超过40%的人表示使用AI工具后，每周节省了整整一天甚至更多的工作时间。不过，BCG表示，企业领导者和组织仍未找到如何从这些节省出来的时间中创造价值的方法。报告作者之一、BCG的Vinciane Beauchene表示，“所有人都在谈论AI取代工作，但事实上，关键在于重新思考人类能够创造什么样的独特价值。这正是领导者的职责所在。”