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Scorpio Tankers: The Thesis Improved, But The Stock Is No Longer Cheap

Seeking Alpha 📅 06/06 16:48
PM Images/DigitalVision via Getty Images A few months have passed since I have covered Scorpio Tankers ( STNG ). This stock has run up quite a lot since the first article, and I can tell that the company still looks strong. Q1 2026 results were good, and the most important part was that they now have a stronger and clean balance sheet. STNG now has a net cash position, a modern fleet, bigger divid...

国家防总针对重庆、贵州启动防汛四级应急响应

同花顺 📅 06/06 16:47
据气象部门预报,6月6日至9日,南方地区将有新一轮强降雨过程,重庆、贵州等地部分地区有大到暴雨,局地有大暴雨,山洪和地质灾害、中小河流洪水以及城市内涝等灾害风险高。根据《国家防汛抗旱应急预案》及有关规定,国家防总于6月6日15时针对重庆、贵州启动防汛四级应急响应。(央视新闻)

创始人初中学历创业,19年干出一家370亿散热龙头

36kr 📅 06/06 16:46 AAPL.O
6年前,智能手机产业链曾是资本市场追求的热点,“果链”企业更是凭借业绩稳健增长深受投资者热捧。但随着智能手机市场进入存量市场,手机产业链热度显著下降,相关企业纷纷转向汽车、AI等新领域。 但有这么一家手机产业链上市公司,竟然凭借智能手机相关业务深受市场热捧,近年来资本市场表现丝毫不逊于AI行业龙头。 这家公司正是A股散热材料龙头苏州天脉,其主打产品是智能手机所用的均温板散热产品。 近日,苏州天脉股...

英伟达Rubin机架内存缩水一半?市场误读导致美光市值蒸发逾1000亿美元

金融界 📅 06/06 16:45 NVDA.OMU.O
半导体 行业独立研究公司SemiAnalysis于6月4日发布一份晨间简报,预估英伟达Rubin NVL72的SOCAMM容量从55TB降至28TB,引发美光股价盘中跌超10%。 该简报指出英伟达下一代Vera Rubin NVL72的SOCAMM内存配置或低于预期。 SemiAnalysis称,实际出货配置大概率不会满配192GB模块,多数系统会采用9 6G B SOCAMM模块。这样每颗处理器...

合计700亿美元!SpaceX先后与Anthropic和谷歌签下大单,“算力租赁”ARR高达260亿美元

华尔街见闻 📅 06/06 16:45 700.HKNVDA.OTSLA.O
SpaceX正将旗下庞大的算力基础设施转化为一台高速运转的现金机器。在即将登陆美股市场前夕,马斯克旗下的SpaceX相继与Anthropic和谷歌签署巨额算力租赁协议,两笔合同总价值逾700亿美元,年化收入规模达260亿美元,为其IPO叙事注入强劲燃料。 6月6日,据路透社报道,SpaceX于6月5日宣布与Alphabet旗下谷歌签署一份多年期云服务协议。根据监管文件,谷歌将从今年10月起至202...

CrowdStrike Earnings Beat Sparks Selloff—Buy the Dip?

Marketbeat 📅 06/06 16:45
CrowdStrike stock fell after beating earnings and raising guidance. Here's why investors may see the post-earnings selloff as a buying opportunity

Kimelman & Baird LLC Has $77.28 Million Stock Position in Apple Inc. $AAPL - MarketBeat

Google 📅 06/06 16:43 AAPL.O
Kimelman & Baird LLC Has $77.28 Million Stock Position in Apple Inc. $AAPL MarketBeat

Stronghold Wealth Management L.L.C. Buys New Position in Amazon.com, Inc. $AMZN - MarketBeat

Google 📅 06/06 16:43 AMZN.O
Stronghold Wealth Management L.L.C. Buys New Position in Amazon.com, Inc. $AMZN MarketBeat

Deltroit Asset Management UK LLP Makes New Investment in Intel Corporation $INTC - MarketBeat

Google 📅 06/06 16:43 INTC.O
Deltroit Asset Management UK LLP Makes New Investment in Intel Corporation $INTC MarketBeat

Why Social Security Checks Get Smaller After 65

The Motley Fool 📅 06/06 16:43
You can claim Social Security retirement benefits starting at 62, and many people choose to do that, or to claim shortly after eligibility. An early claim relative to your full retirement age will shrink your monthly check, but a good number of workers are willing to accept that trade-off because they want to retire early and need Social Security to help them do it. One thing you should be aware o...

Russia’s Sechin says U.S. companies benefit from the closure of the Strait of Hormuz

Investing 📅 06/06 16:42

Anthropic被曝雇1000名人类工程师训练Claude Code,每项任务280美元

金融界 📅 06/06 16:42 AMZN.O
据Business Insider消息,Anthropic正通过一个由约1000名人类软件工程师参与的项目,提升Claude Code的性能。 该项目在数据标注公司Snorkel AI内部被称为“Marlin”(马林鱼),其核心在于微调Claude Code的回答,使其能够更接近开发人员的真实工作环境。 像Anthropic这样的AI公司通常会将数据工作外包给诸如Snorkel之类的第三方公司,而...

特锐德:推出算力中心供电站“算电岛” Token成本可降低30%

格隆汇 📅 06/06 16:42
格隆汇6月6日|特锐德推出算力中心高压交直流预制舱供电站“算电岛”,重构智算中心供电底层架构,设备工厂模块化预制,可直入110/220kV高压,800V直流直供机房。建设周期缩至150天;依托碳化硅SST技术,供电效率98.5%;依托算电协同AI平台优化调度,Token用电成本下降约30%;800V母线直挂储能,实现绿电就地100%消纳;集成化方案使项目综合造价下降20%、运维成本降低40%。

China’s Regulator to Deepen Focus on Returns in Fund Overhaul

Bloomberg 📅 06/06 16:40
The securities regulator in China signaled that the fund management industry needs to accelerate its shift toward delivering sustainable long-term returns. China Securities Regulatory Commission Chairman Wu Qing said the watchdog is studying a three‑year action plan to implement a new State Council guideline on private funds and will establish a “1+N+X” framework, according to a statement Saturday...

格隆汇6月6日|俄罗斯外长拉夫罗夫表示,俄罗斯的石油产量在欧佩克+协议限制期间下降了150万桶/日。

格隆汇 📅 06/06 16:39
格隆汇6月6日|俄罗斯外长拉夫罗夫表示,俄罗斯的石油产量在欧佩克+协议限制期间下降了150万桶/日。

俄石油CEO指责美国从霍尔木兹海峡封锁中获利

格隆汇 📅 06/06 16:39
格隆汇6月6日|俄罗斯石油公司(Rosneft)首席执行官伊戈尔·谢钦周六表示,美国能源公司是霍尔木兹海峡封锁的主要受益者,华盛顿正试图改变全球能源市场的基本格局,以符合美国利益。“封锁霍尔木兹海峡是试图重塑全球能源市场规则以使美国受益。封锁海峡的措施虽针对伊朗,却反噬了全世界。战略风险被低估了,”谢钦表示。“当然,主要受益者是美国公司,它们获得了非竞争性优势以及确保高成本供应的能力,”谢钦说。他...

Why I Prefer SCHD Over VYM In All But One Scenario

Seeking Alpha 📅 06/06 16:39
Sakorn Sukkasemsakorn/iStock via Getty Images Dividend growth investing is an extremely powerful way to achieve financial independence because, if you focus on blue-chip dividend growth stocks and build a well-diversified portfolio of them, you can have a high degree of confidence that, the vast majority of the time, your passive income will be sustainable and likely will keep growing year after y...

Bitcoin rebounds above $61,000 after $1.6 billion liquidation-driven selloff

Investing 📅 06/06 16:38

金价崩跌戳破暴富梦,投资者情绪撕裂,金店:价跌了咋没人抢了?

36kr 📅 06/06 16:35 1810.HK
近3个月国际金价累计跌幅超13%,直接抹去2026年开年以来绝大部分涨幅,前期暴涨红利尽数回吐。行情大幅回撤之下,国内投资者情绪彻底撕裂,“黄金要不要抄底”“黄金再跌也不能买”等话题引起广泛讨论。 和过去一年持续攀升的黄金行情不同,今年的黄金市场可谓是如同坐过山车般刺激。剧烈震荡的黄金价格,被市场戏称为“猴市”——价格上蹿下跳、剧烈波动、方向难辨。 最新纽约黄金期货数据显示,6月1日,伦敦现货黄金...

The Smartest S&P 500 Stocks to Buy With $500 Right Now

Yahoo 📅 06/06 16:35 NVDA.O
These two companies have encountered some short-term issues, but the long-term prospects remain intact.

The Smartest S&P 500 Stocks to Buy With $500 Right Now

Nasdaq 📅 06/06 16:35
Key PointsHome Depot should see sales rebound once homeowners take on large projects.

EULAV Asset Management Sells 8,000 Shares of Qualcomm Incorporated $QCOM - MarketBeat

Google 📅 06/06 16:33 QCOM.O
EULAV Asset Management Sells 8,000 Shares of Qualcomm Incorporated $QCOM MarketBeat

EULAV Asset Management Sells 8,990 Shares of Advanced Micro Devices, Inc. $AMD - MarketBeat

Google 📅 06/06 16:33 AMD.O
EULAV Asset Management Sells 8,990 Shares of Advanced Micro Devices, Inc. $AMD MarketBeat

Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 9,400 Shares of Tesla, Inc. $TSLA - MarketBeat

Google 📅 06/06 16:33 TSLA.O
Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 9,400 Shares of Tesla, Inc. $TSLA MarketBeat

Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 2,300 Shares of Advanced Micro Devices, Inc. $AMD - MarketBeat

Google 📅 06/06 16:33 AMD.O
Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 2,300 Shares of Advanced Micro Devices, Inc. $AMD MarketBeat

Fifa backtracks on plastic water bottles at World Cup after backlash to ban

The Guardian 📅 06/06 16:33
Fans will be allowed one sealed bottle at matches World body again alters policy after condemnation Fifa has again amended its water bottle policy for the World Cup in North America, allowing fans to bring in one sealed, disposable 590ml bottle into stadiums. Ticket holders had previously been permitted an empty, transparent and reusable bottle up to one litre but an update earlier this week confi...

SpaceX Stock Could Soar to $5 Trillion on IPO Day, According to a Wall Street Expert

Yahoo 📅 06/06 16:32 NVDA.O
CNBC's Jim Cramer says SpaceX stock could more than double on IPO day.

SpaceX Stock Could Soar to $5 Trillion on IPO Day, According to a Wall Street Expert

Nasdaq 📅 06/06 16:32
Key PointsJim Cramer thinks SpaceX stock could jump 180% on its first trading day due to high demand and a small amount of available shares.

Eurizon Asset Management Hungary Ltd. Purchases New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM - MarketBeat

Google 📅 06/06 16:31 TSM.N
Eurizon Asset Management Hungary Ltd. Purchases New Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

魏奉思:打造“卫星大脑”,中国有望领跑智能航天新赛道|科创院士谈

第一财经 📅 06/06 16:31
这不只是一次空间技术升级,更可能创造一个潜力巨大的全新产业。 “卫星上了天,不能只有眼睛、没有脑子。” 6月5日,在深圳创新发展研究院“院士报告厅”活动中,中国科学院院士、哈尔滨工业大学(深圳)空天科技学院院长魏奉思,用通俗的话语点出了当前航天领域的智能化短板。 他指出,面对数以万计的低轨卫星、日益拥挤的空间环境和高动态的航天任务,传统以地面为中心的管控模式正面临极限挑战。中国应率先打造“卫星大脑...
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