Funtay/iStock via Getty Images Oklahoma's attorney general filed a lawsuit Tuesday seeking to block Emirates ​Global Aluminum and Century Aluminum ( CENX ) from building the largest U.S. aluminum smelter, warning the $4B project would cause significant pollution, strain the electric grid, and threaten nearby communities and agriculture. The suit was filed in state court by AG Gentner Drummond, who is running for governor; the project is backed by President Trump, who has endorsed ​Drummond's opponent, former state Senator Mike Mazzei, in the Republican primary. The proposed smelter would be the largest primary aluminum production plant ever constructed in the U.S., with a planned capacity exceeding 750K metric tons/year of aluminum , and be the first of its kind built in the country since ​1980. Drummond alleges in the ​lawsuit that the smelter in the town of Inola would leach air and water pollutants that ‌would "injure ⁠the health, comfort, repose, and safety of the people" of the region. The U.S. Department of Energy last year selected Century Aluminum ( CENX ) for a grant of up to $500M to underwrite construction, and the state of Oklahoma added subsidies, including a $255M incentive package. More on Century Aluminum Century Aluminum: The Rally Still Has Plenty Fuel Century Aluminum: Transformative Earnings Cycle Century Aluminum Q1 2026 Earnings Call Presentation

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Marvell Technology stock was surging again Wednesday and its recent gains could mean inclusion in the S&P 500 index becomes inevitable.

The Republican-led House voted on Wednesday to halt the war with Iran, breaking with US President Donald Trump on an unpopular foreign conflict that is taking an escalating economic toll on Americans. The 215-208 vote showed worries over the war spreading in the president’s own party five months before congressional elections. Last month, a Senate resolution to end the war also advanced past a procedural hurdle for the first time, though that legislation has not yet come to a formal vote. The...

Gary Gensler, former chair of both the CFTC and SEC, discusses the capital markets and the regulatory challenges they face. The discussion highlights the anticipated surge in IPO activity in 2026, with reported estimates of capital raised reaching up to $75 billion. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)

格隆汇6月4日｜周三（6月3日）纽约尾盘，美国10年期国债收益率涨4.53个基点，报4.4887%，整体持续走高，交投于4.4433%-4.5005%。两年期美债收益率涨3.72个基点，报4.0803%；30年期美债收益率涨3.32个基点，报4.9887%。2/10年期美债收益率利差涨0.815个基点，报+40.632个基点。10年期通胀保值国债（TIPS）收益率涨4.82个基点，至2.0894%；两年期TIPS收益率涨2.15个基点，至1.3648%；30年期TIPS收益率涨3.54个基点，至2.7273%。

格隆汇6月4日｜在岸人民币兑美元（CNY）北京时间03:00收报6.7793元，较周二夜盘收盘跌143点。成交量478.37亿美元。

纽约联储行长 威廉姆斯 表示，美国的货币政策目前处于恰当位置，未来的利率路径并无明显方向。 摩根士丹利 表示，新任美联储主席凯文·沃什本月的首次政策会议，可能引发外汇市场震荡，并颠覆目前市场热门的套利交易策略。 摩根大通 认为盈利超级周期将推动美股再创纪录，今年盈利增幅可达20%。 纽约联储行长：未来利率路径无明显方向 不太担心通胀持续 纽约联储行长约翰·威廉姆斯表示，美国的货币政策目前处于恰当位置，未来的利率路径并无明显方向。 “货币政策目前正处于完全恰当的位置，我认为没有加息或降息的必要，”威廉姆斯周三在接受采访时表示，“我也看不出我们未来会朝哪个方向前进”。 美联储决策者预计将于6月16日至17日在华盛顿召开会议。在新任主席凯文·沃什的主持下，预计他们将讨论是否修改会后声明措辞。许多官员希望删除声明中暗示下一步行动仍可能是降息的措辞。 威廉姆斯指出，通胀依然居高不下，能源价格、关税以及与AI相关的投资构成物价上行压力。不过他也表示，服务通胀出现“相当大程度”的放缓。 “这取决于中东局势的发展，希望能源价格能够稳定下来，甚至在海峡重新开放后可能还会有所下降，”他说，“目前我并不太担心出现剧烈的第二轮效应或持续的通胀”。 摩根士丹利：沃什的美联储首秀是汇市面临的重要风险 摩根士丹利表示，新任美联储主席凯文·沃什本月的首次政策会议，可能引发外汇市场震荡，并颠覆目前市场热门的套利交易策略。 今年以来，尽管中东冲突导致油价飙升、全球债券大跌，但美元汇率基本保持稳定。美元的平稳遏制了主要货币之间的波动，同时提升了套利交易和相对价值交易的吸引力。 由David Adams领导的摩根士丹利外汇策略师团队指出，当沃什及其同僚本月齐聚华盛顿开会时，这种市场动态可能会发生彻底改变。 “6月份的联邦公开市场委员会会议，是一个最明显、且未被市场充分定价的焦点事件，它是低波动环境和共识持仓所面临的关键风险。”David Adams、Andrew Watrous、Molly Nickolin和Koichi Sugisaki在周三的一份报告中写道，此次会议“可能会颠覆现有的叙事，并为美元以及更广泛的外汇市场创造新的可交易趋势”。 摩根大通认为盈利超级周期将推动美股再创纪录 今年盈利增幅可达20% 摩根大通的Nataliia Lipikhina表示，在超大规模云服务商大举支出以及智能体AI发展...

Bitmine Immersion Technologies ( BMNR ) announced on Wednesday that it plans to issue 3M shares of its 9.50% Series A Perpetual Preferred Stock, with a $100 face value per share. The stock will pay a 9.5% annual cash dividend, with weekly payouts and unpaid dividends compounding at a gradually increasing rate, capped up to about 15% per year. The net proceeds will be used for general corporate needs, including buying more Ethereum ( ETH-USD ), expanding staking/validator infrastructure, working capital, digital asset investments, and share buybacks. The company can redeem the shares at 110% (first 18 months), 105% (up to 3 years), and 100% thereafter, plus unpaid dividends. The preferred stock is expected to be listed on the NYSE under the ticker “BMNP,” with trading likely to begin within ~30 days after issuance. Source: Press Release More on Bitmine Immersion Technologies Bitmine Immersion: An Ethereum Treasury Trading Below Its Own Assets Bitmine Immersion: Ethereum Pivot Driving Hidden Upside Bitmine Immersion: Unlocking Staking Rewards 5 of 7 proxy stocks trail BTC's 12% fall: Investors piled into these 6 miner stocks Bitmine's 26.5K Ethereum purchase vs. bearish chart: Is market not convinced?

格隆汇6月4日｜WTI 7月原油期货收涨2.26美元，涨幅2.41%，报96.02美元/桶。布伦特8月原油期货收涨1.81美元，涨幅1.89%，报97.81美元/桶。中东Abu Dhabi Murban原油期货涨0.99%，报97.04美元/桶，北京时间17:33曾达到98.27美元。NYMEX 7月天然气期货收报3.2140美元/百万英热单位。NYMEX 7月汽油期货收报3.1316美元/加仑，NYMEX 7月取暖油期货收报3.8481美元/加仑。

Descartes Systems (DSGX) delivered earnings and revenue surprises of +3.77% and +1.01%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

With dozens of companies, from small startups to tech giants, pursuing quantum computing, there's a steady flow of results as they try to find a path to utility. We typically focus on new technologies and major landmarks, which can obscure the fact that any big success will inevitably have been built on a lot of incremental progress. The past few weeks have seen a number of companies release progress reports on how they're trying to get the technologies closer to general use. None of these represents a major breakthrough, but all are absolutely necessary for the technology to advance. The idea here is to convey the hard work required to move us closer to something useful. Microsoft does material science Microsoft is one of the few companies working on topological qubits, based on the distinct physics that occurs when particles are confined. Microsoft's system relies on a thin superconducting wire placed on top of a semiconductor. In superconductors, groups of two electrons form Cooper pairs. But if the wire contains an odd number of conducting electrons—meaning there's a single unpaired electron—it will end up delocalized to both ends of the wire. (Because quantum mechanics is weird.) Read full article Comments

Meta计划推出的“Hatch”人工智能智能体，拟每月最高收费200美元。

美国总统特朗普3日在白宫对媒体说，美国同伊朗的谈判进展顺利，协议可能在本周末达成。 特朗普说：“我听说谈判本身进行得非常顺利，实际上是相当顺利……如果真能达成协议，那可能会在这个周末揭晓。” 在被问及伊朗对科威特的最新袭击发生后，美国与伊朗停火协议是否仍然生效时，特朗普说，“凡事皆有因”，美军在前两天夜里对伊朗进行了相当猛烈的打击，“所以有些事情发生是有原因的，而且这种原因通常多少说得通”。他还说，伊朗此次举动“算不上什么大事”，并称“我们已经掌控了局势，并迅速将其扼杀在了萌芽状态”。 特朗普还称，美伊一旦达成协议，霍尔木兹海峡将“立即”恢复通航，“不过，通航的前提是需对个别区域进行最后的扫雷清理”。(新华社)

格隆汇6月4日｜美股三大股指集体收跌。道琼斯指数跌1.20%，标普500指数跌0.73%，纳斯达克综合指数跌0.89%。云计算服务提供商全线下跌，微软跌超3%，亚马逊跌超2%，甲骨文跌超5%。芯片存储板块逆势上涨。闪迪涨超6%首次收于1800美元上方，西部数据涨超5%，美光科技涨超1%。此外，英特尔涨超4%，迈威尔科技涨超3%，英伟达跌超3%。 纳斯达克中国金龙指数收跌2.47%，热门中概股里，金山云跌6.9%，老虎证券跌5.9%，大全新能源跌5.3%，阿特斯太阳能跌5%，万国数据跌4.5%，世纪互联跌4.1%，阿里巴巴跌2.5%，华住、亚朵涨1.1%，文远知行涨2.9%，盛大科技涨10.6%。

美国总统唐纳德·特朗普淡化了霍尔木兹海峡水雷对商业航运的威胁，尽管其他美国官员已警告相关风险。 特朗普周三对记者表示，美军已经“扫除了水雷，我们认为已经清除了大部分”。他还表示，一旦伊朗签署停止武装敌对行动的谅解备忘录，“在清理几个区域，包括清除水雷后”，霍尔木兹海峡将“立即”开放。伊朗对特朗普提出的和平条款表示抵触，并且尚未同意达成协议。 特朗普似乎还暗指部分船只沿着阿曼海岸秘密通行的航线，美军在必要时会提供协助。 特朗普说：“这很快就会发生，而且我们反正会走南线。” 责任编辑：丁文武

The data center and networking specialist just offered definitive proof that AI adoption is soaring. The stock is down anyway.

Key PointsBroadcom reported second-quarter results that sailed past Wall Street's expectations and management's forecast.

Broadcom's AI Revenue Just Soared 143%. So Why Is the Stock Falling? Yahoo Finance

英伟达的挑战者、AI定制芯片大厂博通再次交出两位数迅猛增长的财季业绩，但备受市场关注的AI芯片收入指引逊色，股价在连日大涨后先跌为敬。 美东时间3日周三美股盘后，博通公布，截至2026年5月3日的公司2026财年第二财季（“二季度”），净营收首次单季突破220亿美元，略高于分析师预期，同比增长约48%，增速几乎是前一季的1.7倍；直接受益于AI需求高涨的半导体解决方案业务收入同比增近80%，非GAAP口径下调整后每股收益（EPS）同比增超50%，均强于华尔街预期。 博通预计，第三财季（“三季度”）营收约为294亿美元，较分析师预期高近2.8%，显示AI基础设施需求、定制芯片和软件业务仍在推动公司高速增长。但相比此前不够惊艳，三个月前博通公布的二季度营收指引较当时的分析师预期高7.2%。 更为市场关注的是，博通提供的三季度AI半导体收入指引为160亿美元，同比增超两倍，却还较分析师平均预期低约7%。考虑到在博通公布财报前，截至周二，股价较3月底的低点累涨逾65%、今年以来累涨约40%、五个交易日内市值已增加超3000亿美元，投资者原本押注的是一份全面大超预期的财报。 财报发布后举行的业绩电话会上，博通CEO陈福阳称，博通本财年的AI芯片销售额将达到560亿美元，这一指引也低于分析师预期均值576亿美元，低将近2.8%。 财报公布后，周三本已收跌近0.5%的博通股价跌幅迅速扩大，曾跌超7%，业绩电话会期间，盘后跌幅扩大到10%以上。分析认为，大跌并非源于财报本身疲弱，而是市场此前对博通的预期已极高，任何低于“爆表”式超预期幅度的指引都可能触发获利了结。 换言之，博通这份财报证明了AI需求仍强劲，却未能给出足够更强的新信息支撑近期急涨后的估值。对于股价已处高位的博通而言，单纯超过一致预期，可能都不足以让投资者相信，经历这轮疯涨后，股价还有足够的动力大涨，更何况AI相关的收入指引还低于预期均值。 Q2营收增速九年来最高 但和EPS超预期幅度均不大 博通二季度调整后营收为221.9亿美元，继续创单季最高纪录，较市场预期高出约6000万美元，超预期幅度约0.3%，营收同比增长约48%，较前一季的增速29%大幅提升，创截至2017年1月末的财季以来最高单季增速。 二季度博通的调整后EPS同比增长54%至2.44美元，增速高于前一季的28%，分析师预期为2.39美元，EPS超预期幅...

Asian stocks were poised for losses on Thursday as renewed clashes between the US and Iran added strain to a fragile ceasefire, while pushing oil prices higher. Equity-index futures for Japan and Hong Kong pointed to losses at the open, with a regional stock gauge set to end four days of gains. US share futures fell around 0.4% after the underlying benchmarks pulled back from record highs, with the S&P 500 snapping a nine-day winning streak. After the close, Broadcom Inc. shares tumbled in post-market action as its outlook failed to impress investors. US crude steadied after gaining 2.4% in the previous session after the US and Iran exchanged fire overnight, drawing Kuwait and Bahrain into one of the most serious flare-ups since a ceasefire took effect in early April. Rising oil prices and signs of resilience in the US labor market sent Treasuries lower, as traders increased bets that the Federal Reserve’s next move will be to raise interest rates. The moves followed days of rising tensions in the Middle East, including Israeli operations against Hezbollah in Lebanon, that risk derailing US-Iran talks and undermining a fragile ceasefire. While the AI-driven rally has propelled equities to record highs, a fresh wave of geopolitical risks is testing investors’ willingness to look past higher oil prices. “We are no longer watching a delicate ceasefire, instead what is occurring is more akin to a low-intensity conflict,” said Chris Beauchamp , chief market analyst at IG. “This simply leaves the vital issue of oil supplies unresolved, and the clock continues to tick down towards doomsday for oil inventories and the global economy.” In Asia, the yen hovered near the 160-per-dollar level after Bank of Japan Governor Kazuo Ueda reiterated that policymakers need to keep raising interest rates in line with economic and inflation developments. While the comments reinforced expectations for a rate hike on June 16, they were less explicit than remarks that preceded the BOJ’s pre...

Five Below's Earnings Blowout Has Wall Street Scrambling to Raise TargetsFive Below (NASDAQ:FIVE) reported a sharply stronger first quarter than management expected, with executives pointing to broad traffic gains, social-media-driven merchandising, new store growth and higher ta

全球财经媒体昨夜今晨 共同关注的头条新闻主要有： 1、 伊朗袭击科威特，美国在霍尔木兹附近海域发动空袭 2、 美联储褐皮书：就业总体保持稳定 许多地区通胀继续上升 3、 SpaceX目标IPO定价135美元，估值达1.77万亿美元 4 、 苹果智能眼镜推迟至2029年，无显示屏AI眼镜仍将于2027年推出 5、 Vanguard旗下VOO资产规模突破1万亿美元 刷新ETF行业里程碑 6、 特朗普政府调整进口铜关税规则 放宽美国铜的含量要求 伊朗袭击科威特，美国在霍尔木兹附近海域发动空袭 海湾地区的敌对行动周三再度加剧，伊朗对科威特的袭击造成该国机场受损、数十人受伤，与此同时美军在霍尔木兹海峡附近实施打击，而旨在止战的外交努力几乎未见进展迹象。 这些袭击是对摇摇欲坠的停火协议的最新考验，推动油价上涨近2%。此时，距离美以对伊朗发动打击已过去三个多月，霍尔木兹海峡基本仍处于关闭状态。 美联储褐皮书：就业总体保持稳定 许多地区通胀继续上升 美联储表示，近几周美国就业总体保持稳定，但受中东战争推高能源价格影响，全国诸多辖区通胀持续上升。 根据美联储周三发布的褐皮书调查，在12个联储辖区中，有10个辖区的经济活动以轻微至温和速度增长。 美联储表示：“各辖区指出，与中东冲突相关的能源成本上升是通胀压力的主要来源，并进一步传导至航运、包装、食品杂货和化肥等领域。” 这份报告基于12家地区联储银行截至5月27日收集的信息，由堪萨斯城联储汇总编制。 SpaceX敲定135美元发行价，估值达1.77万亿美元 埃隆·马斯克的SpaceX在周三向美国证券交易委员会提交的文件中，设定了每股135美元的固定价格，随后将正式开始其首次公开发行的市场推广。 SpaceX表示计划出售5.556亿股，这将募集750亿美元。承销商有权以IPO价格额外购买8333万股，价值112亿美元。文件显示，发行后马斯克将拥有超过82%的投票控制权。 高盛 是此次发行的主承销商，其次是 摩根士丹利 、 美国银行 、花旗集团和 摩根大通 。 按每股135美元的价格计算，SpaceX的估值将达到1.77万亿美元 ，该估值假设 EchoStar 频谱和Cursor交易完成。这一估值将使SpaceX成为按市值计算的美国第七大公司，超过市值约1.6万亿美元的 特斯拉 。 苹果智能眼镜推迟至2029年，无显示屏AI眼镜仍将于20...

US Treasury Secretary Scott Bessent claimed on Wednesday that China is “very interested” in additional Boeing plane purchases, an issue the Trump administration plans to press when President Xi Jinping visits the United States in September. “They agreed to 200 aeroplanes during the visit. We will see if they commit to a larger number when Xi Jinping arrives in Washington,” Bessent said in his budget request testimony to the Senate Finance Committee. China’s commitment to buy 200 Boeing aircraft...