Oli Scarff/Getty Images News BP ( BP ) held advanced talks in recent weeks to sell its ​U.K. North Sea assets to Ithaca ‌Energy ( ITHLF ) in a deal worth nearly £2B (~$2.7B), the Financial Times reported Tuesday; the talks failed but BP is still exploring a deal and may pursue a transaction with other competitors, the report said. While BP has operated in the North Sea for 60 years and remains one of the biggest players in the basin, its fields in the U.K. account for only ~120K bbl/day out of the company's 2.3M bbl/day of total production. New BP ( BP ) CEO Meg O'Neill said shortly after she started her role in April that she saw "untapped potential" in the U.K. North Sea but also warned against further windfall taxes on the sector. BP ( BP ) is reorganizing ​into two main business units and considering a swath of sales across its sprawling portfolio of businesses, including some of its gasoline station networks and renewable energy businesses. More on BP Wall Street Lunch: BP Slips After Ousting Chairman Albert Manifold Over Governance Concerns BP: Risks Are Now To The Upside BP: The Market Still Underestimates This Turnaround

微软正在同时押注AI互联网、量子计算和本地智能助手。 美东时间2日周二举行的年度开发者大会Build上，微软发布一系列重量级产品和技术：推出面向AI智能体（Agent）时代的搜索基础设施 Web IQ ；发布新一代量子芯片 Majorana 2 ，将拥有具备商业应用价值的量子计算机实用目标时间大幅提前至2029年；同时宣布新的AI助手 Scout 以及一套让开发者能够在Windows PC上部署“龙虾（OpenClaw）”式自主智能体系统的工具链。 英伟达也成为微软Build舞台上的核心角色之一。英伟达CEO黄仁勋通过连线参与微软CEO纳德拉的主题演讲，双方展示了一套覆盖 Windows设备、本地计算、边缘部署到Azure云端 的统一智能体AI技术栈，包括新一代本地AI开发设备、Windows本地模型运行能力，以及开发者从PC直接扩展到云端智能体部署的新工具体系。 从搜索、模型、操作系统、量子硬件到AI计算平台，微软Build大会释放出清晰信号：微软不再满足于做AI应用公司，而是在构建下一代智能计算全栈生态。 综合观察微软今年Build的发布内容，一个明显变化是：微软的战略版图已经明显超出聊天机器人和Copilot。 微软如今同时在推进： AI模型（MAI系列）、 Agent互联网（Web IQ）、 智能体操作系统与本地AI（Scout、Windows Agent工具链、 量子计算硬件（Majorana 2芯片）、 Azure云与企业AI生态。 换句话说，微软正在试图同时占据未来智能计算的几个关键入口：搜索入口、智能体入口、PC入口、云入口，以及潜在的量子计算入口。Build大会所展示的，并不仅是更多AI功能。它更像是微软对下一代计算平台的一次全面押注。 Web IQ：不是搜索引擎，而是智能体时代的信息底座 微软推出针对AI系统的搜索引擎Web IQ。Web IQ套件包含一系列AI原生Grounding API。 Web IQ被微软定义为“面向AI智能体的网络智能层”，目标并非服务传统网页搜索用户，而是直接为AI智能体、Copilot以及自动化智能体提供实时、可信、结构化的互联网信息。简单来说，微软想做的，不再只是为人类用户搜索的Bing，而是给AI智能体搜索的Bing。 据微软官方博客介绍，Web IQ本质上是一套为AI智能体提供实时互联网知识访问能力的服务层。微...

Intel Foundry makes progress in advance processes, CEO Tan calls TSMC a key partner digitimes

A technical blunder that caused the Education Bureau to send school allocation messages with the wrong details is more than an embarrassing administrative mishap. It is a reminder that in a city that prides itself on efficiency, digital readiness and smart governance, the smallest system failures can carry outsized reputational costs. Parents were understandably confused when they prematurely received SMS messages with the correct school choices but the wrong calendar year on Tuesday morning....

Nikada/iStock via Getty Images I've kept VNET Group, Inc. ( VNET ) as a Buy-rated name. VNET's Q1 2026 EBITDA surprised the market favorably. There are multiple positives associated with the entry of a new investor. My earlier March 18, 2026, update highlighted VNET's attractively priced shares and promising outlook over a multi-year horizon. Operating Profitability Topped Expectations The firm unveiled its recent financial numbers in a media release on May 26. VNET's YoY EBITDA expansion improved from Q4 '25's +11.6% and 1Q25's +26.4% to +30.6% for the latest three-month period. The actual CNY0.89B figure beat analysts' projections by 6%, according to Bloomberg. This was also tracking above the group's full-year growth guidance of +22.6% (mid-point). In my opinion, the Q1 2026 surprise was driven by top-line acceleration and margin accretion. Its January-March '26 turnover was 19.8% higher at CNY2.69B on a YoY basis. That's better than the 18.3% and 19.6% increases for 1Q2025 and Q4 2025, respectively. VNET ran ahead of management's +17.1% forecast for FY2026. I noted in the previous mid-March piece that "a driver for VNET is its wholesale IDC business, which thrives on "AI tailwinds." My write-up also mentioned the company's "retail data centers that are intended to provide inferencing solutions" benefiting from "the rapid development of AI agents." These played a big role in the above-consensus quarterly revenue. VNET indicated in the results announcement that its Q1 '26 wholesale "capacity utilized by customers" of 687 MW represented a 57.2% year-on-year jump. The proportion of this segment's data centers being occupied rose by 560 basis points during the same period. Separately, the firm's retail "Monthly Recurring Revenue" or "MRR" on a per-cabinet basis went up 6.2% YoY to CNY9,448 for the first three months of 2026. At the sell-side briefing , management credited the top-line outperformance to rising "demand for AI-related computing power and data center res...

Source: Bloomberg, 33:51

Alibaba this week released Qwen3.7-Plus , the latest AI large language model (LLM) in its globally beloved and increasingly expansive Qwen family, boasting more multimodal capabilities and a 60% lower cost than the prior, text-only Qwen3.7-Max model released just weeks ago. However, like its immediate predecessor Qwen3.7-Plus is available only under a "closed" commercial license via proprietary application programming interfaces (API) and Qwen Chat. That marks a big departure from the Qwen strategy to date, which was focused mainly on releasing powerful,near state-of-the-art open source models. Those enterprises and users who relied on the open source Qwen models — among them, U.S. giants such as Airbnb — will no doubt be disappointed to see that Alibaba is going closed for its newer releases. Still, the model is worth a look because of its low cost and high performance on multimodal tasks like creating enterprise-grade visuals or analyzing video, imagery and screenshots, which Qwen3.7-Max cannot do (it's text-only). It is among the cheaper powerful AI models available now, coming in price-wise just above Chinese rival's new MiniMax-M3's limited-time discount pricing. VentureBeat Frontier AI Model API Pricing Snapshot Model Input Output Total Cost Source MiMo-V2.5 Flash $0.10 $0.30 $0.40 Xiaomi MiMo deepseek-v4-flash $0.14 $0.28 $0.42 DeepSeek deepseek-v4-pro $0.435 $0.87 $1.305 DeepSeek MiniMax-M3 $0.30 $1.20 $1.50 MiniMax Qwen3.7-Plus $0.40 $1.60 $2.00 Alibaba Cloud Gemini 3.1 Flash-Lite $0.25 $1.50 $1.75 Google MiMo-V2.5 $0.40 $2.00 $2.40 Xiaomi MiMo Grok 4.3 low context $1.25 $2.50 $3.75 xAI GLM-5 $1.00 $3.20 $4.20 Z.ai Kimi-K2.6 $0.95 $4.00 $4.95 Moonshot/Kimi GLM-5.1 $1.40 $4.40 $5.80 Z.ai Grok 4.3 high context $2.50 $5.00 $7.50 xAI Qwen3.7-Max $2.50 $7.50 $10.00 Alibaba Cloud Gemini 3.5 Flash $1.50 $9.00 $10.50 Google Gemini 3.1 Pro Preview ≤200K $2.00 $12.00 $14.00 Google GPT-5.4 $2.50 $15.00 $17.50 OpenAI Gemini 3.1 Pro Preview >200K $4.00 $18.00 $22.00 Goo...

格隆汇6月3日｜美国国土安全部部长马林表示，针对新设立的10万美元H-1B签证费用，其部门在某些特定案例中拥有灵活裁量权，可予以减免。这一表态可能为在特朗普政府更广泛收紧移民政策背景下，依赖合法移民渠道的雇主释放出相对友好的信号。此外，马林还暗示支持简化持有H-2B签证的季节性外国劳工重返美国的流程。该签证项目旨在为酒店餐饮、旅游、海鲜加工、园林绿化及建筑施工等行业的雇主提供临时劳动力。

Good morning from Melbourne. Today, Fortescue faces questions from China over the quality of its low-grade product, just as the Australian mining giant looks to secure a long-term contract with China’s state-owned iron ore buyer. Elsewhere, elevated inflation expectations , which can bleed through to real inflation, may pressure further action by the Reserve Bank of Australia. In the US, stocks hit a new record , even as progress on a US-Iran deal remains unclear.— Rich Henderson , Australian Finance Reporter What’s happening now China’s state-owned iron ore buyer is asking steel mills to quiz Fortescue about its new low-grade product , according to people familiar with the matter, as negotiations over long-term supply hit a rough patch. China Mineral Resources Group Co. has asked steelmakers with significant exposure to Fortescue ore to check with the miner about quality, the people said. Inflation expectations are on the rise , and that’s a sign the Reserve Bank of Australia may have to act stridently to make sure they don’t become entrenched, Ian Harper, an RBA board member, said Tuesday. Most Australian firms expect artificial intelligence to cut up to 20% of jobs within two years, a Mercer survey has found. Speaking on Bloomberg Television’s Australia Ahead, Mercer Workforce Solutions Leader Cynthia Cottrell outlines the potential impact on employment from AI adoption. Click image to play. Australia has increased the minimum wage. The country’s industrial relations umpire raised the national base pay 4.75% — just shy of the RBA’s inflation forecast — to A$1,004.90 ($719.90) a week, or A$26.44 an hour. What happened overnight Gains for tech stocks and fresh optimism Washington and Tehran can secure an accord to end the Iran war helped drive the S&P 500 equity benchmark to a new high on Tuesday. The advance cemented a nine-day run of gains for the US stock market, its best run since May last year. Australian equity futures were slightly higher early Wednesday. Bi...

As of June 2026, the Asian markets have been navigating a complex landscape shaped by geopolitical developments and fluctuating oil prices, with investor sentiment buoyed by optimism surrounding U.S.-Iran negotiations and advancements in artificial intelligence. Amid these conditions, growth companies with high insider ownership in Asia are gaining attention for their potential resilience and alignment of interests between management and shareholders.

据知情人士称，SpaceX计划最早于周三下午确定首次公开募股（IPO）的条款。 上述知情人士透露，这家由马斯克创立的火箭发射、卫星及人工智能公司，将在更新后的文件中披露其价格区间和计划发行的股份数量。 公司可以在文件公开15天后正式开始IPO市场推介。在路演开始前一晚确定条款将使投资者有更多时间评估估值，尤其考虑到SpaceX计划进行相对较短的路演，且最早可能在6月11日定价。 知情人士称，此次发行的具体细节，包括时间安排，仍有可能发生变化。 此前知情人士透露，SpaceX计划通过此次上市融资至多750亿美元，这将是沙特阿拉伯国家石油公司2019年创纪录的294亿美元融资额的两倍多。SpaceX当前对IPO的目标估值至少为1.8万亿美元。 责任编辑：李桐

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...

Ocean Observatories Initiative, $368m network that has provided crucial climate data, latest victim of Trump cuts The Trump administration plans to dismantle a $368m deep-sea observation system that has for more than a decade provided crucial data on ocean systems and climate change. In a notice , the National Science Foundation (NSF) announced that it had “initiated descoping of the Ocean Observatories Initiative” (OOI), a vast ocean observation network comprising more than 900 instruments that collect data on ocean health, including current patterns, climate variability and marine biodiversity. Continue reading...

The retirement conversation usually circles the same handful of questions. How big is the nest egg? When should you claim Social Security? How much can you safely pull out each year without running dry? All of that matters. But there is one decision that shapes everything else and almost never gets equal airtime. The question ... The Retirement Decision That Rarely Gets Discussed

RiverNorthPhotography/iStock Unreleased via Getty Images Brinker International, Inc. ( EAT ) reported Q3'26 back in late April, which was a decent quarter on the top line with continued same-store sales growth at Chili's. The stock fell anyway and is down roughly 13% since my February piece on the company. At the current valuation of 13.8x forward earnings, I think that's too cheap for a business where traffic trends are improving, the cost structure is improving, and the unit growth runway is just starting to become visible. A Look At Q3'26 Results When looking at the latest quarterly results for Brinker International, the company delivered revenue growth of 3.2% at $1.47 billion , coming in essentially in line with estimates. EPS of $2.90 increased 9.0% from last year and surpassed analyst expectations by 4 cents. Growth was driven by Chili's same-store sales growth of 4.0%, which was significant as this marked the 20th consecutive quarter of positive comps. Management noted on the earnings call that they've been outperforming the casual dining industry by 420bps. Investor Presentation When breaking down Chili's 4% comp, pricing contributed 4.6%, mix 0.6%, and traffic was -1.2%. The detractors came from January weather headwinds and a holiday calendar shift that negatively impacted Chili's sales and traffic by 2.1% during the quarter. Strip that out, and the underlying traffic picture in February and March was considerably healthier. On the conference call that followed the quarter, management confirmed that Chili's comparable restaurant sales grew 5.9% in both February and March with positive traffic. So that Q3 headline underrepresents the momentum. Company Filings At Brinker International's other big brand, Maggiano's, declined 4.6%, and this continues to be the weaker part of the portfolio. There's been some sequential stabilization, and management is working through a menu refresh, but Maggiano's is not a near-term earnings driver, so I wouldn't model much fr...

近期，多家外资机构通过增资、申请合格境外机构投资者（QFII）资格等方式持续加码布局中国市场。5月底，外商独资公募联博基金发布公告称，经股东联博香港有限公司决定，联博基金的注册资本由原来的5亿元人民币增加至6亿元人民币。5月25日，富达基金的注册资本金由2亿美元增至2.18亿美元。除了进行资本补充，合格境外机构投资者（QFII）资格也成为外资布局中国的重要通道。沪上一位第三方分析人士表示，种种迹象显示，当前国际资本正以更积极、更长期的方式参与中国资本市场。这一趋势不仅体现了外资对中国经济基本面和金融开放政策的认可，也表明中国资本市场在国际化进程中吸引力持续增强。（上证报）

NVIDIA and Microsoft are back in the headlines following the unveiling of a recent 'superchip', namely RTX Spark, which is designed to completely reinvent Windows PCs for the AI era.

据知情人士称，SpaceX计划最早于周三下午确定首次公开募股(IPO)的条款。该公司将在更新后的文件中披露其价格区间和计划发行的股份数量。公司可以在文件公开15天后正式开始IPO市场推介。在路演开始前一晚确定条款将使投资者有更多时间评估估值，尤其考虑到SpaceX据彭博新闻报道计划进行相对较短的路演，且最早可能在6月11日定价。（新浪财经）

Bjoern Wylezich/iStock via Getty Images I wanted to revisit Daqo New Energy Corp. ( DQ ), which is one of my holdings, since the performance once again began to go the other way, and give some comments on why I think this is going to take a bit longer and why I am lowering my rating to a Hold and will be looking to add more later. Patience is required here. Since the last article , the company’s share price is down around 28% compared to the S&P 500’s ( SPY ) 17% increase. The company is a lot more attractive now, but I will add closer to $15 a share and lower. Recent Financial Performance Revenues plummeted by 78.5% for Q1 ’26 to $26.7m, which threw analysts off guard, as the headline number missed by $182.68m. This was a deliberate move by the company because it doesn’t want to sell below cost, as that is what is happening right now. The company still produced 43,402 MT in the latest quarter, which was up from 42,181 MT in Q1 ’25; however, the company only sold 4,482MT vs. 38,167 MT in Q4 ’25. Total production cost increased to $5.95/kg, with the cash cost increasing to $4.59/kg, while the average selling price increased by 13 cents to $5.96/kg. At this point, they are not gaining or losing anything, but they decided to halt the sales of polysilicon and absorb the costs that come with the associated production. The company adhered to China’s self-regulation rules and refused to sell below its cost of production to avoid dumping into the overly saturated market and making it even worse. In the past, the company was still selling at a price that was below its production costs, to an extent, but this quarter marked a massive reduction in sales volume. The company still held its utilization rate at around 57%, which was well above the utilization rate of the industry, which was 39%. In terms of profitability, or lack thereof, gross margins went down to (521.5%), with a loss from operations coming in at ($150.8m). Net loss came in at ($88.4m), and an adjusted loss per ...

格隆汇6月3日｜今日首钢朗泽(2553.HK)上市，无新股申购。

Polymarket is now flashing a sharp warning: there is nearly a 50% probability that Bitcoin ( BTC-USD ) could fall below $50K by year-end. The concern is already visible in price action. Bitcoin recently slipped to $66.43K, dropping over 6% in just 24 hours and nearly 14% in the past month. At the same time, the S&P 500 ( SP500 ) gained about +5.26%, showing a clear divergence between equities and crypto risk appetite. The below chart tells what happened with Bitcoin in one month. Bitcoin price crash one-month chart (TradingView) At the start of May, the crypto asset was trading near ~$77K and even spiked above ~$81K, but the rally failed to hold. Since mid-May, the structure has turned bearish with consistent lower highs and lower lows—a classic sign that sellers are dominating. Momentum indicators are fully aligned with the downtrend. MACD remains deeply negative with widening separation, showing strong downward momentum. RSI has fallen near 22, entering oversold territory—meaning short-term bounce risk exists, but the trend is still weak. Volume surged during the decline, confirming that the move was backed by aggressive selling rather than a lack of buyers. Adding to the pressure, Bitcoin liquidations over the past 24 hours reached 799.82M, highlighting the scale of forced position closures and panic across the market. Now the market is trapped between two narratives: an oversold bounce or continuation toward the feared $50K liquidity zone. More on Bitcoin USD, Grayscale Bitcoin Mini Trust ETF Bitcoin Breaks Below $70,000 As Sell-Off Continues As Asset Managers Exit Crypto, The Music May Be Stopping For Many Cryptocurrencies Bitcoin Drops Below $76,000 And Enters Correction Phase From committee to calendar: “Clarity Act” moves closer to Senate vote; details here Bitcoin hit by largest 2026 outflow; crypto weekly ETF report under pressure

市场 6月3日收盘： 美股再创历史新高 标普500指数首次收在7600点上方 6月3日美股成交额前20： 迈威尔 获黄仁勋看好， 股价飙升 32.5% 6月3日热门中概股普涨 慧荣科技涨12.39%，奇景光电涨9.45% 大宗商品综述： 油价小幅上涨 伦铜走高 金价收窄涨幅 欧洲股市创逾一周来最大单日涨幅 受科技板块提振 宏观 特朗普签署AI行政令 以加强政府监管 特朗普将出席改期在7月24日举行的白宫记者协会晚宴 鲁比奥称美伊有望达成协议 在美上市的 新兴市场ETF再遭撤资 韩国流出最多 美联储主席沃什聘请两名保守派人士担任顾问 美国令一艘驶往哈尔克岛的空载油轮失去航行能力 美国代理司法部长布兰奇称特朗普的“反武器化”基金已告吹 特朗普据悉继续获得税务审计豁免 但18亿美元基金计划面临变数 伊朗外长与沙特外交大臣讨论缓和地区紧张局势的努力 加拿大提议将美墨加协定续期16年 ，自贸磋商同步推进分行业关税谈判 公司 微软发布全新AI模型， 以减少对OpenAI的依赖并降低开发者成本 Meta因员工担忧而缩减了内部鼠标追踪技术的计划 SpaceX千余员工“抱团”与理财顾问议价 提前布局IPO后的财富暴增 马斯克关联空壳公司在休斯顿郊外购地 550亿美元芯片厂或落地于此 SpaceX要求压低IPO承销费率 但华尔街投行仍有望分食5亿美元收入 AI双雄上市 OpenAI和Anthropic能否经受住考验 IBM承诺投入超100亿美元，打造全球首台大规模容错量子计算机 欧盟批准巴斯夫与凯雷集团的涂料业务交易 英伟达与微软达成合作 ：推出统一技术栈 用于部署Agentic AI 慧与股价创纪录大涨 AI需求推动公司上调销售展望 Anthropic 将 Mythos 模型使用权限扩展至150家新增机构 摩根大通： 特斯拉销售势头正在加速 美国制裁伊朗最大的数字资产交易所Nobitex NBA球星斯蒂芬·库里与李宁的协议价值超过4亿美元 GameStop第一财季利润增长，将推出20亿美元股票回购计划 评论 非农就业大考前夕 看空力量主导美债市场 高盛CEO：通胀或改变消费行为，大型IPO潮资金仍充裕 高盛：美国柴油库存降至2003年以来最低 8月恐面临供应危机 美国提出对巴西加征25%新关税 指后者存在不公平贸易行为 伯克希尔坚信美国人置业的“美国梦”仍将延续 美股走出75年来最强...