Bloomberg Intelligence tech credit analyst Robert Schiffman says that the borrowing spree to fund the AI buildout is coming from ``the Mount Rushmore'' of credit and that ``there is no AI bubble.'' He spoke with Bloomberg News' Paula Seligson in a panel alongside BI colleagues Noel Hebert and Jody Lurie at the Bloomberg Global Credit Forum in New York on June 3. (Source: Bloomberg)

美国石油行业高管警告称，霍尔木兹海峡航运受阻导致的原油短缺持续削减石油库存，未来几周全球能源价格可能飙升。美国能源信息局报告指出，美国商业石油库存减少800万桶，目前比近五年平均低3%。美国政府释放战略石油储备后，其规模逼近2023年7月低点。航空燃油价格高企，美国航司计划两个月后暂停部分国内航线，尤其是进出加州的航线。（央视新闻）

格隆汇6月5日｜美国财政部发布新的与伊朗相关制裁。

美股跌幅扩大，截至目前，道琼斯指数跌0.27%，标普500指数跌1.08%，纳斯达克综合指数跌2.02%。热门股中，英伟达股价下跌4.01%，台积电股价下跌3.98%，博通股价下跌4.67%，美光科技股价下跌5.92%，超威半导体股价下跌6.45%，阿斯麦股价下跌3.67%，英特尔股价下跌6.28%，ARM股价下跌8.24%，特斯拉股价下跌3.61%。

Source: Bloomberg, 0:00

Apple (AAPL) is expected to unveil a major AI strategy and new tools aimed at driving growth at its

Ripple’s XRP token is taking a hit on Friday, June 5. The cryptocurrency is down 6% to $1.103, extending a multi-day slide that has dragged the broader digital asset complex into the red. Bitcoin (CRYPTO:BTC) and Ethereum (CRYPTO:ETH) are also down, but the XRP move stands out given the token’s famously devoted retail following. The selling ... Ripple (XRP) Slides 6% as Crypto Risks Becoming a “First Casualty” of the SpaceX IPO

Few investors command more credibility than Warren Buffett. During the six decades he led Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B), shareholders enjoyed a cumulative return of roughly 6,099,294%! That works out to a 19.7% compound annual growth rate, compared with approximately 46,000% for the S&P 500, or 10.5% annually. Yet Buffett has long argued that most investors should ... Warren Buffett’s Investment Advice Is Putting Retirement Portfolios at Risk

俄罗斯国家原子能公司首席执行官利哈乔夫5日在圣彼得堡对当地媒体说，乌克兰武装部队当天对扎波罗热核电站发动了无人机袭击，造成3名工程师和5名俄军士兵受伤。 利哈乔夫称，乌军第一次发动袭击是在莫斯科时间12时15分，目标是正在核电站进行抢修的俄国家原子能公司专家；第二次袭击发生在13时15分，乌军利用无人机向俄国防部排雷小组投掷了一枚弹药。 5日上午8时许，国际原子能机构在社交媒体上发文说，由其斡旋达成的俄罗斯与乌克兰在扎波罗热核电站附近战线局部停火协议当天生效。此次临时停火旨在修复核电站重要输电线路，防止核事故发生。 俄国防部当天在社交平台发文称，乌军袭击扎波罗热核电站就发生在停火协议生效后的最初几小时内。 利哈乔夫指出，乌军每天密集的空袭对整个欧洲的核安全构成了切实、而非“潜在”的威胁。俄方已就乌克兰违反停火协议提请国际原子能机构予以关注，俄方将采取一切措施保障民众安全。(新华社)

The boom in artificial intelligence investment is a “fundamental, generational” phenomenon driving markets and filtering through to the economy at large, Christina Minnis, global head of the alternatives origination group at Goldman Sachs, says in an interview with Bloomberg News' Davide Scigliuzzo at the Bloomberg Global Credit Forum in New York on June 3. (Source: Bloomberg)

格隆汇6月5日｜上交所公告，根据《上海证券交易所沪港通业务实施办法》的有关规定，沪港通下港股通（以下简称港股通）标的名单发生调整，调入鸣鸣很忙(01768)、智谱(02513)、精锋医疗-B(02675)、海致科技集团(02706)、壁仞科技(06082)、天数智芯(09903)，并自下一港股通交易日起生效。

Michael Nieman/iStock Editorial via Getty Images My last analysis rated Microsoft ( MSFT ) stock a Strong Buy with a $449 price target (that hit as expected). That thesis was arguing that Wall Street’s panic over temporary CapEx spikes and FCF compression is shortsighted. More so, Microsoft's $37.5 billion AI infrastructure spend is (heavily) de-risked by a large $625 billion contracted backlog. Further, the thesis pointed out that Microsoft is shifting into an agentic AI orchestration layer (M365 E7) backed by its own silicon (Maia/Cobalt), optimizing long-term margins. As per that thesis, despite risks like OpenAI concentration, headless-office seat deflation, and data center power caps, oversold technicals and upcoming hardware monetization make Microsoft a highly low-risk long-entry investment. Ycharts Now, in this article, I continue to mark a Strong Buy rating on Microsoft stock based on its ongoing shift from a legacy SaaS market leader into a global reasoning-as-a-service (RaaS) cognitive utility. Still, Wall Street misprices Microsoft’s $190 billion CY2026 CapEx as a margin-crushing liability, in my opinion. I consider it a solid thermodynamic moat, as through deploying (aggressively) Maia 200 accelerators and Cobalt CPUs, Microsoft is working on a margin decoupling by routing queries through multi-model harnesses to capture hardware-level economics, earlier ceded to 3rd parties. More so, shifting M365 and GitHub Copilot to consumption-based pricing backs Microsoft to go beyond traditional seat limits and taxing global enterprise productivity. However, this thesis has risks, like the shift to consumption billing, that lead Microsoft's revenue closer towards macroeconomic cyclicality. Further, Microsoft counters high thermodynamic issues (in power procurement) and geopolitical risks (as foreign jurisdictions mandate sovereign cloud fragmentation) that may fracture Microsoft’s data liquidity and expand operational overhead. What Can Take Microsoft's Stock Pri...

投行向头部投资者披露预测数据，以此佐证这家火箭企业 1.77 万亿美元的 IPO 估值 美国银行纽约大楼外张贴着太空探索技术公司 IPO 相关宣传标识 内容概要 投行测算数据显示，为支撑 SpaceX 高达 1.77 万亿美元的 IPO 估值，机构向投资者预判，该公司 2040 年营业收入有望攀升至 3.4 万亿美元，调整后息税折旧摊销前利润可达 2.7 万亿美元。 为印证埃隆・马斯克旗下 SpaceX 谋求的 1.77 万亿美元 IPO 估值，投行机构正引导投资者着眼公司远期成长空间。 知情人士透露， 摩根士丹利 于周四向顶级机构投资者分享研报预测： SpaceX 在 2040 年的营业收入或将达到 3.4 万亿美元 （摩根士丹利当日股价下跌 1.12%）。相关知情人士补充，该行同时向投资者测算，这家航天企业 2040 年调整后息税折旧摊销前利润（EBITDA）或将突破 2.7 万亿美元。 SpaceX 2025 年实现营业收入 187 亿美元，全年亏损 49 亿美元。公司计划于下周募资约 750 亿美元，冲刺全球史上规模最大的首次公开募股。 企业 IPO 推介阶段，承销投行会在上市前夕向特定优质投资者出示内部盈利预测；该类预测由投行卖方研究分析师出具，分析师团队与负责 IPO 承销的投行部分属不同业务线、独立运作。 知情信息显示， 高盛 与摩根士丹利的研究分析师一致预判，SpaceX2028 年营收规模将逼近 1600 亿美元。 营收细分预测方面：高盛测算该公司 2030 年营收突破 4700 亿美元，摩根士丹利则给出近 3300 亿美元的预测值。 两家投行均认为，自本年度起， 人工智能业务将成为 SpaceX 最核心营收支柱并迎来爆发式增长 ，是公司达成上述营收目标的关键：高盛预估其 AI 板块 2030 年创收约 3220 亿美元，摩根士丹利预测同年该业务营收约 1900 亿美元；而 SpaceX 初创的 AI 业务 2025 年仅实现营收 32 亿美元。 盈利端测算：高盛、摩根士丹利共同预测 SpaceX2028 年调整后 EBITDA 约 1100 亿美元；2030 年，高盛给出 3520 亿美元、摩根士丹利给出 2300 亿美元的调整后 EBITDA 预期。 本次 SpaceX IPO 项目共有 21 家承销银行，高盛与摩根士丹利投行团队拿下前两大牵头...

纳指跌幅扩大至2%，标普跌1.1%，半导体指数跌超5.4%。纳斯达克100指数跌2.2%，成分股中，Arm控股跌超8.9%，迈威尔科技跌8.7%，Strategy跌8.2%，AMD跌6.9%，英特尔跌6.6%，高通跌6.4%，美光科技跌6.3%，闪迪跌6.2%，沃尔玛涨2.1%。 非农就业报告发布后，美国总统特朗普表示：“随着刚刚公布的这份绝佳的就业报告，股市理应上涨，而不是下跌。”

格隆汇6月5日｜纳指盘中跌幅达2%。

Credit market veteran Steven Tananbaum, founder of GoldenTree Asset Management says that opportunities are emerging in sectors facing fundamental business-model challenges, including software and cable, with some of the most compelling situations arising from mismatches between debt and equity valuations. He spoke with Bloomberg TV's Lisa Abramowicz at the Bloomberg Global Credit Forum in New York on June 3. (Source: Bloomberg)

Key PointsMicron stock is falling today as investors react to the latest jobs report from the Bureau of Labor Statistics.

Nvidia recently gave Micron investors some good news, but investors are focused on other valuation catalysts today.

Why Micron Stock Is Sinking Today Yahoo Finance

Why Micron Stock Is Sinking Today AOL.com

Masirah Oil已宣布，其位于阿曼Block 50海上Yumna油田原计划的三口开发井钻探项目启动日期将推迟公布，新的时间表将在后续另行通知。该公司未提供此次钻探活动的最新时间安排。 Masirah Oil是Block 50的运营商，持有该区块100%的权益。该公司此前曾表示钻探工作可能在2026年第一季度开始，随后将预期启动时间修订至2026年5月。 该钻探项目旨在提高Yumna油田的石油产量并延长其经济寿命。项目范围保持不变，仍计划钻探三口开发井。今年早些时候，Masirah Oil的母公司Rex Oman与海上钻井承包商Northern Offshore签署了合同，将使用Energy Emerger号自升式钻井平台执行此次钻探任务。该平台曾用于该油田2024年的钻探项目。 Rex International通过其融资子公司Jasmine Energy Limited筹集了2500万美元，主要用于支持Masirah Oil在2026年的钻探计划。根据Rex International 2025年12月的公告，这笔资金通过发行三年期高级担保债券获得。 Yumna油田自2020年2月首次产油以来，至2024年底已累计生产907万标准储罐桶原油。2024年至2025年期间，该油田产量在每天1200至2300桶之间波动，主要受计划内维护和浮式储卸船更换影响。最近一次独立储量评估上调了Yumna油田的2P和3P储量，反映了改进的枯竭规划及额外钻井潜力。Masirah Oil表示，有关钻探时间安排的进一步信息将在适当时候提供。 责任编辑：张俊 SF065

Unprecedented clock speed: Full AMD Zen 6 Medusa desktop and laptop CPU leak clarifies 6.5+ GHz boost frequency Notebookcheck

(RTTNews) - Stocks have moved notably lower during trading on Friday, with the major averages all moving to the downside after ending the previous session mixed. The tech-heavy Nasdaq has shown a particularly steep drop.

Reid Hoffman , the LinkedIn co-founder and venture capitalist, will leave Microsoft Corp. ’s board later this year, saying he wants to focus on his new artificial intelligence company. “We’re seeing such progress with Manas, I said ‘Look, I think I need to get back to founder mode,’” Hoffman said in a video posted to his social-media accounts. Manas is a drug-discovery startup . “It’s been a huge honor and pleasure” to serve on Microsoft’s board, Hoffman said in the video, which shows a conversation with Microsoft Chief Executive Officer Satya Nadella . Hoffman joined Microsoft’s board in 2017 following the company’s acquisition of LinkedIn, which he co-founded in 2002. He remained an active investor, including at Greylock, where he’s a partner, and was a link between Microsoft and Silicon Valley AI companies. Hoffman was also a onetime board member of close Microsoft partner OpenAI as well as Inflection AI, the startup whose brain trust Microsoft later hired to run its own large language model development.

AVGO Shares Drop 13% Post Q2 Results: Buy, Sell or Hold on the Dip? Yahoo Finance Singapore

Broadcom sinks 12.6% on a beat-and-raise as guidance and AI outlook fall short, and margins are set to slide. What now?

AVGO Shares Drop 13% Post Q2 Results: Buy, Sell or Hold on the Dip? TradingView

AVGO Shares Drop 13% Post Q2 Results: Buy, Sell or Hold on the Dip? Yahoo Finance