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Morning Bid: Marvell, a fitting name for the latest AI darling

Investing 📅 06/03 12:36

格隆汇6月3日|日本首相高市早苗:将考虑重新审视汽油补贴政策。

格隆汇 📅 06/03 12:36
格隆汇6月3日|日本首相高市早苗:将考虑重新审视汽油补贴政策。

Gary Black Says Broadcom, Marvell Are 'Big Winners' As Focus Shifts To Custom AI Chips As Nvidia CEO Jensen Huang Touts 'Next Trillion-Dollar Company' - Yahoo Finance

Google 📅 06/03 12:36 AVGO.O
Gary Black Says Broadcom, Marvell Are 'Big Winners' As Focus Shifts To Custom AI Chips As Nvidia CEO Jensen Huang Touts 'Next Trillion-Dollar Company' Yahoo Finance

Pompeo, Markets React to US Tariffs Over Alleged Forced Labor

Bloomberg 📅 06/03 12:35
The US is proposing tariffs of at least 10% on imports from most major trading partners after an investigation into alleged forced labor. Mike Pompeo, former US state secretary, offers his view as investors also parse the latest development. (Source: Bloomberg)

格隆汇6月3日|印度NIFTY 50指数跌1%。

格隆汇 📅 06/03 12:35
格隆汇6月3日|印度NIFTY 50指数跌1%。

中韩半导体ETF华泰柏瑞将于2026年6月3日下午开市起至当日收市停牌

格隆汇 📅 06/03 12:35
格隆汇6月3日|中韩半导体ETF华泰柏瑞公告,为保护投资者的利益,本基金将于2026年6月3日下午开市起至当日收市停牌。若本基金后续二级市场交易价格溢价幅度未有效回落,本基金有权采取向上海证券交易所申请盘中临时停牌、延长停牌时间等措施以向市场警示风险,具体以届时公告为准。

Morning Bid: Marvell, a fitting name for the latest AI darling - Reuters

Reuters 📅 06/03 12:34
Morning Bid: Marvell, a fitting name for the latest AI darling Reuters

DeepSeek set for $7 bln fundraise with Tencent, CATL in the lead- Reuters

Investing 📅 06/03 12:33 700.HK3750.HK

SoftBank among bidders for Blackstone's Japanese pay firm: report

Seeking Alpha 📅 06/03 12:33
Blackstone ( BX ) is exploring a sale of its payments services provider SP.LINKS, likely turning a profit a little more than two years after it bought the firm, Bloomberg reported. A bidding process is under way, and SoftBank Group's ( SFTBY ) telecom unit SoftBank Corp. is among the parties that have advanced to the second round for the firm, the report said. A private equity fund is also on the ...

DeepSeek据悉在首轮融资中预计筹资约70亿美元,估值最高可达590亿美元

同花顺 📅 06/03 12:33
据报道,DeepSeek在首轮融资中预计筹资约70亿美元,这家人工智能初创公司的估值最高可达590亿美元。腾讯和宁德时代将成为DeepSeek最大的外部投资者,网易和京东也计划参与投资。(界面新闻)

格隆汇6月3日|日本5年期国债收益率上升5.0个基点,至1.905%。

格隆汇 📅 06/03 12:31
格隆汇6月3日|日本5年期国债收益率上升5.0个基点,至1.905%。

Aptiv (APTV) Is Up 25.7% After Deepening NVIDIA Edge AI Partnership – Has The Bull Case Changed?

Yahoo 📅 06/03 12:31 NVDA.O
On 2 June 2026, Aptiv PLC announced an expanded collaboration with NVIDIA to evolve Jetson platforms, including next-generation Jetson Thor, into commercially supported, production-ready edge AI systems with long-term security, lifecycle management, and Linux support across industries such as industrial automation, robotics, aerospace and defense, automotive, and telecommunications. A distinctive ...

Why Coherent (COHR) Is Up 11.9% After Nvidia’s AI Optics Deal And Equity Investment

Yahoo 📅 06/03 12:31 NVDA.O
In recent days, Coherent Corp. reported strong growth in its Data Center & Communications segment and secured a multibillion‑dollar AI datacenter infrastructure partnership with Nvidia, which also took an equity stake to support expanded photonics capacity. These developments coincided with broader enthusiasm for optical networking after Nvidia CEO Jensen Huang highlighted high‑speed optical conne...

2 Mega-Cap Stocks to Own for Decades and 1 We Question - The Globe and Mail

Google 📅 06/03 12:31 QCOM.O
2 Mega-Cap Stocks to Own for Decades and 1 We Question The Globe and Mail

机构:长江存储有望凭借存储需求跃居全球市场第三

同花顺 📅 06/03 12:30
研究公司Counterpoint表示,中国存储芯片制造商长江存储有望从人工智能基础设施建设中受益。人工智能热潮正推动对长江存储专攻的Nand闪存创纪录的需求,推动第一季度该市场规模同比增至3.5倍,达到460亿美元。Counterpoint在一份报告中称,在第一季度,随着长江存储从强劲的国内需求和供应短缺中获利,其收入同比飙升445%,使其在全球市场的份额达到13%。研究员MS Hwang认为,注...

Country diary: My family has lived near here for 300 years – no wonder it feels like home | Andrea Meanwell

The Guardian 📅 06/03 12:30
Tebay, Cumbria: Some of my ancestors were fell pony hauliers and our farmhouse used to be a coaching inn. Might they have called in for a drink? There is always some waiting around at lambing and calving time, so I like to have a project ongoing. Some years I have written books; this year I’m researching my family tree, in particular whether any of my ancestors may have visited Low Borrowdale farm...

Intel (INTC) Valuation Check After Sharp One Year Surge And Conflicting Fair Value Signals

Yahoo 📅 06/03 12:30 INTC.O
Intel stock snapshot after recent performance moves Intel (INTC) has drawn investor attention after recent share price swings, including a decline of about 1% over the past day and 13% over the past week, alongside stronger long-term returns. See our latest analysis for Intel. That pullback sits against a strong backdrop, with the share price up 8.34% over 30 days and 136.79% over 90 days, while t...

齐向东:AI时代,政企客户应紧急加速网络安全升级改造

格隆汇 📅 06/03 12:30
格隆汇6月3日|6月2日,第八届北京网络安全大会(BCS 2026)在京开幕。奇安信集团董事长齐向东在开幕峰会上指出,AI革命对网络安全产业是重大利好,但当前中美网络安全产业规模相差高达12倍,AI时代的攻防失衡正引爆实战安全、数据安全与全栈安全三类刚需。他强调,单纯依靠提升漏洞挖掘能力或原生AI安全能力都无法拉平攻防失衡,唯一共识是:政企客户必须紧急加速网络安全升级改造,追平差距。这是AI时代的...

Russia repels drone attack over Leningrad region as economic forum kicks off

Investing 📅 06/03 12:30

Pakistan’s budget unlikely to be presented on June 5, government source says

Investing 📅 06/03 12:30

The Pros and Cons of Claiming Social Security at 62, 67, and 70

The Motley Fool 📅 06/03 12:30
For many years, turning 65 meant it was time to retire. However, in 1983, Congress passed a law that raised the retirement age. Beginning with people born in 1938, the retirement age gradually increased by a few months for every birth year. Today, full retirement age (FRA) is 67 for people born in 1960 or later. If you're on the fence about when to make your Social Security claim, comparing the pr...

Intel: CPU Demand Rising but Supply Curtailed; Many Firms Call for More Shipments - AASTOCKS.com

Google 📅 06/03 12:30 INTC.O
Intel: CPU Demand Rising but Supply Curtailed; Many Firms Call for More Shipments AASTOCKS.com

Intel: CPU Demand Rising but Supply Curtailed; Many Firms Call for More Shipments - aastocks.com

Google 📅 06/03 12:30 INTC.O
Intel: CPU Demand Rising but Supply Curtailed; Many Firms Call for More Shipments aastocks.com

El Niño expected to develop in coming months, bringing hotter and drier weather to eastern Australia

The Guardian 📅 06/03 12:29
BoM and other agencies expect transition to the first El Niño since spring 2023 sometime during winter Follow our Australia news live blog for latest updates Sign up for climate and environment editor Adam Morton’s free Clear Air newsletter here Australia should prepare for an imminent El Niño, with the Bureau of Meteorology and other agencies forecasting that the weather phenomenon is likely to d...

J&J lupus drug meets primary endpoint in Phase 2 study

Seeking Alpha 📅 06/03 12:28
josefkubes Johnson & Johnson ( JNJ ) said Wednesday that its experimental treatment nipocalimab met the primary endpoint in a Phase 2 study of adults with moderate-to-severe systemic lupus erythematosus, reducing disease activity at 24 weeks and maintaining benefits through one year. In addition, the study results showed greater response versus placebo plus background medication in participants wh...

Venture Global declares $0.018 dividend

Seeking Alpha 📅 06/03 12:27
Venture Global ( VG ) declares $0.018/share quarterly dividend , in line with previous. Forward yield 0.58% Payable June 30; for shareholders of record June 15; ex-div June 15. The company has now announced a dividend of $0.018 or two consecutive quarters. See VG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Venture Global Venture Global Has Incredibly Strong Growth Potential Venture...

Australian Pension Seeks Apartments as Build-to-Rent Costs Rise

Bloomberg 📅 06/03 12:26
One of Australia’s largest pension funds is snapping up completed apartment blocks rather than backing new developments, betting that high construction costs and interest rates make build-to-rent projects too risky. Aware Super , which manages A$235 billion ($169 billion), is targeting buildings worth A$100 million to A$200 million as it expands its residential portfolio, according to Head of Prop...

机构:印尼通胀风险偏向上行

格隆汇 📅 06/03 12:26
格隆汇6月3日|RHB经济学家Wong Xian Yong在一份报告中表示,受供应受限、物流受阻以及潜在的与厄尔尼诺相关的天气风险推动,预计印尼的食品通胀将走高。他说,全球能源价格上涨和印尼盾持续疲软可能会通过生产和进口成本上升增加进一步的通胀压力。考虑到这些风险,Wong将他对印尼2026年整体通胀的预测从2.5%上调至2.8%,并将核心通胀预测从2.0%上调至2.5%。他补充说,预计印尼央行将...

《港股》恒指半日急跌438點 美團回吐6% 騰訊挫近4% - AASTOCKS.com

Google 📅 06/03 12:25 3690.HK
《港股》恒指半日急跌438點 美團回吐6% 騰訊挫近4% AASTOCKS.com

《港股》恒指半日急跌438點美團回吐6% 騰訊挫近4%財經新聞Financial News - AASTOCKS.com

Google 📅 06/03 12:25 3690.HK
《港股》恒指半日急跌438點美團回吐6% 騰訊挫近4%財經新聞Financial News AASTOCKS.com
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