Why is AVGO up? GOOG's fundraising, Anthropic's IPO, Huang's Marvell call in focus MSN

Looking at the universe of stocks we cover at Dividend Channel, on 6/4/26, Suncor Energy Inc (Symbol: SU) will trade ex-dividend, for its quarterly dividend of $0.60, payable on 6/25/26. As a percentage of SU's recent stock price of $64.55, this dividend works out to approximat

BING-JHEN HONG/iStock Editorial via Getty Images Investment Thesis The month of June 2026 is shaping up to be an interesting one for Nvidia Corporation ( NVDA ), with a unique paradox emerging around the company’s stock. For one thing, Nvidia is the clear leader in the AI industry, solidifying its top spot with an astronomical market cap of $5.1 trillion. Plus, a few days ago, CEO Jensen Huang shared some exciting news with the market about plans to enter the PC market with RTX Spark chips. But on the other hand, skeptics keep making bold claims more than ever, defending the idea that the AI bubble is about to burst. The result is two camps of irreconcilable sides, whose questions revolve around the hyperscalers’ CapEx cycle. Currently, there is a lot of skepticism in the market, with concerns about whether the growth in CapEx spending by IT giants will lead to unjustified multi-billion-dollar expenditures, since the monetization of AI agents may turn out to be considerably worse than that of traditional software. Moreover, current conditions are exacerbated by the geopolitical agenda, including ongoing conflict surrounding Iran, resulting in high oil prices that are fueling rising inflation expectations. A scenario of potential macroeconomic collapse, further escalation of military conflict, short-term market volatility, all obscure the main fundamental truth. Inertia of fear amplifies irrational investor thinking, leading them to overlook Blackwell’s pre-sales, whereas the order backlog projects $1 trillion in revenue by 2027. I regret to disappoint those investors who are selling NVDA shares based on market overheating concerns. Anything that might happen in the foreseeable future to drive down the company’s market value will be a rare gift, and not for sellers, rather for buyers who will benefit in the long run from the real scale of the economic transformation driven by AI. NVDA’s Growth Drivers Despite Record Market Capitalization Nvidia’s strategy is built ar...

BING-JHEN HONG/iStock Editorial via Getty Images Investment Thesis The month of June 2026 is shaping up to be an interesting one for Nvidia Corporation ( NVDA ), with a unique paradox emerging around the company’s stock. For one thing, Nvidia is the clear leader in the AI industry, solidifying its top spot with an astronomical market cap of $5.1 trillion. Plus, a few days ago, CEO Jensen Huang shared some exciting news with the market about plans to enter the PC market with RTX Spark chips. But on the other hand, skeptics keep making bold claims more than ever, defending the idea that the AI bubble is about to burst. The result is two camps of irreconcilable sides, whose questions revolve around the hyperscalers’ CapEx cycle. Currently, there is a lot of skepticism in the market, with concerns about whether the growth in CapEx spending by IT giants will lead to unjustified multi-billion-dollar expenditures, since the monetization of AI agents may turn out to be considerably worse than that of traditional software. Moreover, current conditions are exacerbated by the geopolitical agenda, including ongoing conflict surrounding Iran, resulting in high oil prices that are fueling rising inflation expectations. A scenario of potential macroeconomic collapse, further escalation of military conflict, and short-term market volatility all obscure the main fundamental truth. Inertia of fear amplifies irrational investor thinking, leading them to overlook Blackwell’s pre-sales, whereas the order backlog projects $1 trillion in revenue by 2027. I regret to disappoint those investors who are selling NVDA shares based on market overheating concerns. Anything that might happen in the foreseeable future to drive down the company’s market value will be a rare gift, and not for sellers, but rather for buyers who will benefit in the long run from the real scale of the economic transformation driven by AI. NVDA’s Growth Drivers Despite Record Market Capitalization Nvidia’s strategy is b...

Looking at the universe of stocks we cover at Dividend Channel, on 6/4/26, Ryerson Holding Corp (Symbol: RYZ) will trade ex-dividend, for its quarterly dividend of $0.1875, payable on 6/18/26. As a percentage of RYZ's recent stock price of $28.50, this dividend works out to app

格隆汇6月2日｜雅居乐集团公告，公司及其附属公司（集团）连同集团合营公司及联营公司以及由集团管理并以“雅居乐”品牌销售的房地产项目（雅居乐项目）于2026年5月的预售金额合计为约人民币6.5亿元而对应建筑面积为约5.8万平方米；平均价为每平方米人民币11,193元。截至2026年5月31日止五个月，集团连同集团合营公司及联营公司以及雅居乐项目的预售金额合计为约人民币29.8亿元而对应建筑面积为约28.1万平方米；平均价为每平方米人民币10,634元。

Looking at the universe of stocks we cover at Dividend Channel, on 6/4/26, Liberty Energy Inc (Symbol: LBRT) will trade ex-dividend, for its quarterly dividend of $0.09, payable on 6/18/26. As a percentage of LBRT's recent stock price of $30.33, this dividend works out to appro

6月2日，中国工程院官网刊发了中国工程院院士杜祥琬的一则声明。杜祥琬表示，“近期，在网络上出现一些宣传，声称本人及其团队将核技术应用于垃圾焚烧，取得显著效果。本人与团队参与了‘无废城市’试点建设相关咨询项目研究。但本人从未参与，也未委托任何单位或个人将核技术应用于垃圾焚烧，当前网络流传的相关新闻报道内容均为不实信息。”他表示，现提醒各媒体及网络平台严格审核发布内容，本人将保留追究相关单位和个人法律责任的权利。（澎湃新闻）

康宝莱 公司周二宣布，首席财务官John DeSimone将于6月11日出席在东海岸举行的IDEAS会议并发表演讲。此次亮相正值这家营养品巨头完成多项战略布局、业绩持续改善的关键时期。 根据公司公告，DeSimone的演讲定于6月11日（周四）上午10时35分（美国东部时间）举行。投资者可通过康宝莱官网投资者关系页面观看现场网络直播，会议结束后回放将在网站上保留六个月。 此次会议召开之际，康宝莱正处于战略转型的加速期。公司5月发布的第一季度财报显示，净销售额达13亿美元，同比增长7.8%，超出此前指引；调整后EBITDA为1.757亿美元，同样超越预期。亚太和拉美市场表现强劲，分别增长17.3%和17.1%，但中国市场销售额同比下降12%，成为唯一连续下滑的核心市场。 在战略层面，康宝莱近期完成了多项关键布局。4月29日，公司完成14.5亿美元高级担保债务再融资，预计每年可节省约4500万美元利息支出。次日，康宝莱以5500万美元基础对价收购了英国个性化营养公司Bioniq的核心资产，并附加最高9500万美元的业绩对赌条款。Bioniq的个性化补充剂预计6月底起在11个欧洲国家上市，7月登陆美国。 此外，公司正推进全球产品包装重新设计，并推出个性化营养产品线。首席执行官Stephan Gratziani表示，公司正加速进化为“全球首屈一指的健康与健康平台”。 今年以来，康宝莱股价累计上涨约15%。分析师平均评级为“持有”，目标价约17美元。市场关注DeSimone届时是否会就Bioniq整合进展、中国区复苏策略及全年业绩指引提供更多细节。 责任编辑：张俊 SF065

Looking at the universe of stocks we cover at Dividend Channel, on 6/4/26, Qualcomm Inc (Symbol: QCOM) will trade ex-dividend, for its quarterly dividend of $0.92, payable on 6/25/26. As a percentage of QCOM's recent stock price of $232.17, this dividend works out to approximat

Looking at the universe of stocks we cover at Dividend Channel, on 6/4/26, Saratoga Investment Corp New (Symbol: SAR) will trade ex-dividend, for its monthly dividend of $0.25, payable on 6/23/26. As a percentage of SAR's recent stock price of $22.62, this dividend works out to

Looking at the universe of stocks we cover at Dividend Channel, on 6/4/26, SLM Corp. (Symbol: SLM) will trade ex-dividend, for its quarterly dividend of $0.13, payable on 6/15/26. As a percentage of SLM's recent stock price of $22.15, this dividend works out to approximately 0.

ORCL Maintains by Scotiabank -- Price Target Raised to $290 GuruFocus

南开大学生命科学院院长陈佺被免职，博士后郑浩被解聘；中山大学肿瘤防治中心实验研究部副主任康铁邦、生命科学学院副院长邝栋明被免职。《自然》系列期刊发言人表示，正在评估相关信息 2026年5月21日，“耿同学讲故事”账号。图：IC PHOTO 【财新网】 南开大学和中山大学近日分别公布涉学术不端调查结果，决定免去多位院长、副院长及研究部负责人职务。此前，自媒体科学博主“耿同学讲故事”（下称“耿同学”）连续公开举报多所高校学者发表于《自然》《科学》《细胞》等国际顶级学术期刊的论文存在图片和数据问题。 针对上述调查结果，《自然》系列期刊发言人回复财新称，已注意到有关机构调查结论，目前正在认真评估相关信息。 从3月底到4月初，“耿同学”制作发布了多期深度视频，指时任同济大学生命科学与技术学院院长王平、同济大学高等研究院研究员金佳丽2025年1月发表于《自然》杂志（Nature）上的一篇研究论文涉学术不端。作者团队将该论文称为“十年磨一剑”，然而“耿同学”的视频讲解了多位同行研究者对其的质疑，指该论文“冲击史上最假Nature”。

Key PointsCathie Wood's Ark Invest added to its Nvidia position for the first time in almost two weeks.

Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) owns dozens of well-known businesses as well as a stock portfolio worth about $300 billion. But over the past few years, the biggest source of frustration among investors hasn't had anything to do with either of those things. It's the hundreds of billions of dollars in cash on Berkshire's balance sheet that is earning low-single-digit returns, while the S&P 500 has gained 15% or more in the typical year. It looks like Berkshire's new CEO, Greg Abel, is putting some of that to work. Berkshire has announced two major investments in just two days. And while by themselves, they aren't likely to be needle-movers, if this pattern continues, it could be a big deal for the company and its investors. Image source: Getty Images. Continue reading

ADragan/iStock via Getty Images Oculis Investment Overview The stock of Oculis Holding AG ( OCS ), a Zug, Switzerland headquartered biotech focused on the treatment of neuro-ophthalmic and ophthalmic diseases, was in freefall yesterday, dropping >35% for the day, from ~$23 per share to $15 per share, as the market digested topline results from its Phase 3 DIAMOND-1 and DIAMOND-2 trials of OCS-01 eye drops in patients with diabetic macular edema ("DME"), released late Friday. Oculis stock is now down >50% on a 5-day basis, and its market cap has fallen to ~$830m pre-market today. According to an Oculis press release : The DIAMOND (DIAbetic Macular edema patients ON a Drop) program consisted of two Phase 3, double-masked, randomized, multi-center trials to evaluate the efficacy and safety of OCS-01 eye drops in patients with DME following 52 weeks of treatment. Over 800 patients were enrolled across both pivotal trials at 119 investigational sites throughout the United States and several other countries. The primary endpoint, mean change in best corrected visual acuity early treatment diabetic retinopathy study ("BCVA ETDRS") letter score at Week 52, was not met in both trials. The secondary endpoint of retinal thickness, as measured by OCT, showed a substantial and persistent reduction with OCS-01 vs vehicle at all visits in DIAMOND-2 and at all visits except Week 52 in DIAMOND-1. The key secondary endpoint of the proportion of patients with ≥15-letter gain in BCVA was not met in both trials. Oculis had formerly communicated that if results from the studies were positive, it would submit a New Drug Application requesting an FDA approval for OCS-01 by the end of this year, but in Friday's press release, a statement reads: Based on the results, at this time, Oculis does not plan to pursue an FDA regulatory filing for OCS-01 in DME Analysis - Significant Miss Scuppers Innovative Therapies' Approval Shot Biotech companies are often unwilling to give up on a lead asset ev...

Alphabet (NASDAQ: GOOGL) is betting aggressively on custom AI chips that could strengthen Google Cloud, power Gemini, and reduce reliance on NVIDIA GPUs. The bull case is getting stronger as AI supports Search and enterprise demand, but rising capex and falling free cash flow mak

Morning Brief host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Investopedia Editor-in-Chief Caleb Silver to discuss the key question investors should be asking about upcoming IPOs from companies like SpaceX (SPAX.PVT), Anthropic (ANTH.PVT), and OpenAI (OPAI.PVT), and whether retail investors are ready to buy into the hype.

尼尔森IQ（NIQ）周二宣布正式推出NIQ Product Intelligence，这是一款全新解决方案，旨在帮助零售商和品牌将碎片化的产品数据转化为结构化的可互操作智能，为AI驱动的商务应用提供动力。 随着AI日益重塑消费者发现、评估和购买产品的方式，产品数据的质量和完整性已成为决定性的竞争优势。在AI主导的商务环境中，缺乏结构化、丰富且机器可读数据的产品，面临被推荐引擎、AI助手和自主购物代理忽视的风险。 NIQ首席产品官Troy Treangen表示：“AI系统只能对其真正理解的产品进行推理分析。Product Intelligence创建了一个结构化、可互操作的产品数据层，能够解决碎片化问题、丰富产品属性，并使AI系统以更高的准确性识别、比较和推荐产品。” 该解决方案解决了产品数据分散、属性不一致、系统孤立等痛点。例如，传统关键词搜索可能只能找到包含“蛋白零食”等确切词汇的产品，而AI驱动的商务需要更深层次地理解消费者意图和上下文，处理诸如“健康的巧克力布朗尼替代品”等细微请求。Product Intelligence帮助结构化产品数据，使AI系统能更好地解读消费者需求。 NIQ Product Intelligence建立在NIQ全球商务数据基础设施之上，覆盖全球90多个国家的8900多家零售商，拥有超过2.46亿个独立商品的产品目录，以及超过100亿条经维护的产品属性数据。 该解决方案可帮助品牌和零售商构建统一的产品智能层、大规模标准化和丰富产品属性、改善产品匹配和可发现性，并使产品为AI商务环境做好准备。 此次发布是NIQ更广泛的商务智能产品组合中的首个主要产品，公司将在6月8日至11日于德克萨斯州圣安东尼奥举办的年度C360活动上进行重点展示。NIQ Product Intelligence目前已在全美上线。 责任编辑：张俊 SF065

primeimages/E+ via Getty Images Key takeaways 1 A global income solution The fund serves as a global income solution, investing across US, developed and emerging market sovereign and corporate bonds, while actively managing foreign currency exposure. 2 Opportunity to benefit from income and diversification Global fixed income markets offer, in our view, a wide opportunity set for additional yield and total return potential, with built-in diversification across geographies and fixed income sectors. 3 We believe diversifying beyond the US dollar offers greater total return potential After falling 9% in 2025 and up nearly 2% so far in 2026, the US dollar has remained expensive on a historical basis and could be vulnerable to further decline, particularly if US growth slows. Investment objective The fund seeks total return. Fund facts Fund AUM ($M) 1,651.64 Portfolio managers Hemant Bajjal, Arin Kornchankul, Kristina Campmany, Michael Block Manager perspective and outlook Volatility rose in the first quarter, as escalating geopolitical risk appeared to reignite inflation concerns, causing global fixed income markets to recalibrate interest rate expectations. The main transmission channel of the Iran conflict to the economy has been via oil prices. Markets quickly priced in fewer interest rate cuts and even possible rate hikes in developed and emerging markets, while central banks appeared more patient. The US Federal Reserve and the European Central Bank left rates unchanged during the quarter, seemingly acknowledging the Iran conflict introduces potential upside inflation risks and downside growth risks. The Bank of England, Bank of Canada, Reserve Bank of New Zealand and Bank of Japan held rates steady, while the Reserve Bank of Australia raised rates. Emerging market monetary policy in 2026 has been fragmented, with selective rate cuts in Brazil, Mexico, Egypt, Hungary, the Philippines and Thailand, while China remained accommodative and several Asian economies pause...

It happened again — this time with Hewlett Packard Enterprise . Shares soared nearly 25% after the company reported a blowout fiscal 2026 second quarter on strong data center demand. Like Dell , the HPE stock response appears justified, given an additional massive outlook hike. The Street was looking for full-year earnings per share (EPS) of $2.42. That was understandable because prior EPS guidance had been for between $2.30 and $2.50. Incredibly, HPE management went to $3.35 to $3.45, while also providing early positive commentary about fiscal year 2027. At the midpoint, the new guide represents a nearly 42% increase in HPE's per-share profit outlook. The market had thought HPE was trading at about 19.6 times based on the prior fiscal 2026 earnings estimates — but looking back, based on the new numbers, it was actually trading at only 13.8 times. Even with its price surge to around $59, the stock is currently trading at roughly 17.4 times fiscal 2026 estimates, still below the pre-print valuation. Following Dell's earnings last Thursday evening, shares surged nearly 33% the next day, another almost 11% on Monday, and about 2% on Tuesday. Dell and HPE are competitors. Both make servers, storage, and networking gear. Both are riding a huge wave of demand for data center infrastructure to run artificial intelligence. We have to concede that chasing moves like this is not our style, and when it comes to investing, sticking with the discipline that keeps you in the game for the long-term is the most important thing. However, it's hard to argue against more upside in either of these stocks. If you're going to hop in on HPE, parabolic moves are a risky game. There is a lot of hot money in HPE right now. The valuation is certainly interesting, but that doesn't always matter to those who just made a boatload of money in a short period. That, along with position management by professional portfolio managers, is a factor that must be considered. It is tough to call these stoc...

黑石 集团周二表示，其最新一期亚洲私募股权基金已筹集到131亿美元，创下该集团在该地区规模最大的私募股权基金募集纪录。 这家另类资产管理公司表示，黑石资本亚太三期基金（BCP Asia III）超额完成了100亿美元的初始目标，筹集金额是其前一期同系列基金的两倍多。 黑石私募股权策略全球主管乔·巴拉塔（Joe Baratta）在一份声明中表示：“亚太地区是全球增长最快的区域，为我们坚定看好的高确定性主题提供了大规模投资的绝佳机遇。” 黑石集团指出，过去24个月里，公司在亚洲完成了12笔交易，累计投资超过70亿美元，进一步巩固了其在印度和日本等关键市场的地位。近期的投资项目包括印度AI云平台Neysa、日本工程服务提供商TechnoPro以及韩国美发沙龙连锁品牌JUNO。 随着公开市场回暖，该公司在该地区也实现了15笔项目退出变现，其中包括推动印度国际宝石学院（IGI）和阿达哈尔住房金融公司（Aadhar Housing Finance）成功上市，以及顺利退出日本消费健康品牌Alinamin制药项目。 此次募资正值聚焦亚洲市场的私募资本活动升温之际，此前瑞典私募股权巨头殷拓集团（EQT）刚刚为其亚洲并购基金筹集了156亿美元。 黑石亚洲私募股权负责人阿米特·迪克西特（Amit Dixit）表示，集团“以控制权为导向的投资策略”及区域规模化布局优势，使其投资方式在市场中脱颖而出。 贝恩咨询（Bain & Company）数据显示，在高利率和地缘政治不确定性的双重压力下，私募股权行业正面临更为严峻的募资环境；去年，专注亚洲市场的基金募资总额已降至十多年来的最低水平。 责任编辑：李桐

Microsoft Corp Stock (MSFT) Moved Down by 3.61% on Jun 2: A Full Analysis TradingKey

The Beachbody Company， Inc．宣布，公司执行董事长Mark Goldston和临时首席财务官Brad Ramberg将出席Noble Capital Markets新兴成长虚拟股权会议，并发表演讲。 根据公司公告，Goldston与Ramberg的炉边谈话式演讲定于6月3日（周三）中午12：00（美国东部时间）举行，现场虚拟观众可参与问答环节。符合条件的注册投资者还可预约与公司管理层进行一对一会谈。 此次会议召开之际，Beachbody正处于战略转型的关键期。公司于5月公布的第一季度财报显示，营收达5430万美元，超出指引上限，并实现连续第三个季度净利润和营业利润双双为正。第一季度净利润为230万美元，而2025年同期为净亏损570万美元；营业利润为310万美元，上年同期为营业亏损370万美元。调整后EBITDA连续第十个季度实现正值，达到800万美元，高于上年同期的370万美元。 毛利率维持在71.8%的强劲水平。截至3月31日，公司现金余额为3660万美元，未偿债务本金约2500万美元。公司已将调整后EBITDA盈亏平衡点从2022年的超过9亿美元降至目前的约1.8亿美元。 目前，Beachbody正加速从多层次营销模式向以营养品为核心的“全渠道”战略转型，涵盖直接面向消费者和零售分销。公司旗下Shakeology、P90X等品牌已开始进入零售渠道，近期宣布将在Sprouts Farmers Market超过80家门店和The Vitamin Shoppe超过640家门店上架。 对于无法观看直播的投资者，演讲视频将在公司投资者关系网站和Noble Capital Markets旗下Channelchek平台上存档90天。 责任编辑：张俊 SF065

Nvidia is accelerating AI innovation at an increasingly rapid rate, but memory shortages, rising power demands, and infrastructure constraints may make it difficult for the rest of the industry to keep pace.

Looking at the universe of stocks we cover at Dividend Channel, on 6/4/26, Linde PLC (Symbol: LIN) will trade ex-dividend, for its quarterly dividend of $1.60, payable on 6/18/26. As a percentage of LIN's recent stock price of $499.65, this dividend works out to approximately 0

The Zacks Analyst Blog Highlights NVIDIA, Sandisk and Micron The Globe and Mail

Looking at the universe of stocks we cover at Dividend Channel, on 6/4/26, Noble Corporation plc (Symbol: NE) will trade ex-dividend, for its quarterly dividend of $0.50, payable on 6/25/26. As a percentage of NE's recent stock price of $47.38, this dividend works out to approx

Looking at the universe of stocks we cover at Dividend Channel, on 6/4/26, Imperial Oil Ltd (Symbol: IMO) will trade ex-dividend, for its quarterly dividend of $0.87, payable on 7/1/26. As a percentage of IMO's recent stock price of $123.24, this dividend works out to approxima