北京时间7月10日凌晨，美股周四尾盘继续上扬，纳指上涨1.2%。芯片股普涨叠加油价下跌，令股指得到支撑。交易员继续评估美伊紧张局势。特朗普称美国发动打击后伊朗来电寻求达成协议，并补充称尚不清楚战争是否重启。 道指涨117.63点，涨幅为0.22%，报52466.02点；纳指涨318.36点，涨幅为1.23%，报26189.01点；标普500指数涨56.81点，涨幅为0.76%，报7539.52点。 VanEck半导体ETF（SMH）攀升3%，其中 美光 科技领涨，涨幅达7%。 闪迪 同样大涨7%。 欧洲股市周四也出现反弹，投资者关注中东局势再度紧张，泛欧斯托克600指数上涨0.7%，各区域市场和板块表现涨跌不一。 亚洲方面，日本日经225指数收盘上涨1.4%，韩国综合股价指数在震荡交易中上涨0.62%。 美国中央司令部表示，美国连续第二日对伊朗发动新一轮打击。此轮打击是对伊朗袭击霍尔木兹海峡及其周边地区商业航运的回应，该袭击已导致这一关键水道的航运交通放缓。 不过，在美国总统特朗普表示伊朗已来电寻求达成协议后，原油期货价格走低。 此前，特朗普周三曾表示他可能不再有兴趣与伊朗谈判达成协议。在此之前，他称在中东发生又一轮袭击后，美国与德黑兰之间的停火“已经结束”。 Verdence首席投资官梅根-霍尼曼表示：“局势高度通胀、高度不确定，而且高度不确定。它可能明天就结束，也可能演变成更大的事件。我们不知道。因此在这种情况下，你必须在全球股票配置中做好充分多元化。” 霍尼曼认为，鉴于投资者可能对这场冲突“反复无常”的动态“有些麻木”，市场环境未来仍将保持波动。她还表示，当前水平的股价可能并未计入美联储在2026年下半年至少加息一次的可能性。 “这正在演变为今年剩余时间内持续的通胀问题，”她说，并补充道“不仅仅是油价”。尽管对人工智能的持续投资从长期来看可能具有反通胀作用，但她说：“在短期内，所有这些投资、强劲的（经济）增长以及持续消费的消费者，这些都是通胀性的。” 责任编辑：张俊 SF065

Massive dividend yields are a huge draw for investors – both because everyone likes income…and because a company that can pay a dividend surely has the cash to pay out that dividend, right? Most of the time, that’s true. But things can get rough when a company doesn’t have the cash to continue funding the ... 5 Income Stocks Yielding 10%+ with Dividends in Danger

Source: Bloomberg, 34:10

The video calls highlights the murky relationship between professional athletes and gambling apps.

Palantir: Implications Of 90x P/E (NASDAQ:PLTR) Seeking Alpha

JasonDoiy/iStock Unreleased via Getty Images PLTR Stock: AIPCon 10 Met With Market Correction I last analyzed Palantir Technologies Inc. ( PLTR ) on May 21 with a review of its FQ1 2026 earnings report (ER). The article rated the stock as a Buy. Since that article, a few new developments have evolved and motivated this follow-up. The remainder of this article will detail my thoughts on two of them: the growth catalysts revealed from its recent AIPCon 10 and also the impacts from the selloff in the broader market. In a nutshell, my thesis in this article is twofold: A) the fundamental advancements unveiled at AIPCon 10 signal a massive expansion in enterprise AI adoption, and thus B) making the ongoing tech sector selloff an ideal entry point for long-term investors rather than a reason for panic. For readers not following the event, PLTR hosted AIPCon 10 on Thursday, June 4, 2026. The event (the tenth one in the series) again brings Palantir customers together to showcase how AI amplifies their real-world tradecraft. This year’s event left me with a strong impression of several long-term growth catalysts. The most surprising one on my list is probably the comeback of Apollo. It was created a decade ago to ship all Palantir software. Today, I saw new potential revealed at AIPCon 10 for Apollo to augment PLTR’s structural advantage thanks to its ability to enable continuous and cross-environment software delivery with a rapid response time to the growing AI-native cybersecurity threats. The next highlight on my list definitely is the FDEs (Forward Deployed Engineers). The live shows demonstrated how FDEs can help sandbox solutions securely into functional workflows. I am impressed by how quickly and how much these tools have progressed, and the potential is truly unlimited in my view. Finally, PLTR also unveiled a partnership with Google Cloud at AIPCon. Judging by the specifics revealed (see the quotes below for more details), I expect this high-profile enterprise in...

The US military attacked Iran for a second day and Tehran retaliated against American allies in the Persian Gulf, raising fears of a return to war after little progress in efforts to secure a diplomatic outcome. Emily Harding, Vice President of the Defense & Security Department at the Center for Strategic and International Studies joins Balance of Power to discuss what this new strikes mean for the region and their relationship with the US. (Source: Bloomberg)

Arthur Fery learned how to play tennis less than a mile away from Wimbledon's Centre Court - now he's one win away from the SW19 final.

格隆汇7月10日｜英国央行首席经济学家皮尔：未来一年将需要提高利率。

Staggered release of ChatGPT 5.6 follows similar restrictions on rival firm Anthropic’s latest AI models OpenAI released its latest advanced AI model, called ChatGPT 5.6, on Thursday after earlier delaying the public rollout over US government concerns about cybersecurity. The Trump administration had requested last month that OpenAI limit the release to a small group of government-approved users. OpenAI complied with the White House’s request last month. The company stated in a blogpost that it had briefed government officials on ChatGPT 5.6’s capabilities and restricted the model to trusted partners at their behest. The product’s wider release came after additional testing by the government’s Center for AI Standards and Innovation agency, according to Axios . Continue reading...

AI inference chip startup discusses two-phase financing as investor demand for AI hardware startups strengthens.

Rackspace Shares Tumble 25% as Grim Revenue Warning Erases Palantir AI Deal Optimism finance.biggo.com

Startup PrismML has gotten an artificial intelligence model running on an Apple (AAPL) iPhone 17 Pro

Scott Olson/Getty Images News Levi Strauss ( LEVI ) has clawed back its post-earnings sell-off as investors shrugged off its overly conservative guidance given the company’s solid performance in the second quarter. The San Francisco-based Levi’s ( LEVI ) delivered a double beat and raised its guidance for the year, underscoring its successful pivot toward DTC-centered sales and “head-to-toe” evolution. “Product newness resonated,” says Barclays' Adrienne Yih, and “Levi is successfully expanding its [total addressable market] beyond core denim, with increasing contributions from women’s tops, active, and lifestyle categories. Despite a strong second quarter, Levi ( LEVI ) stopped short of delivering the kind of guidance increase investors were hoping for. The lingering risk of tariff headwinds (the company makes the majority of its clothing in China, Bangladesh, Vietnam, and India), coupled with an uncertain consumer environment, encouraged management to issue conservative revenue guidance with its Q3 profit outlook midpoint shy of expectations, driving shares lower late Wednesday. “In my view, this earnings release only reinforces that the company managed to recover growth and is getting back on track,” said Seeking Alpha analyst Kenio Fontes. “But the market seems to disagree with me. I believe [the post-close sell-off] is due to a mix of factors, like conservatism in management’s outlook, besides a ‘sell the news’ situation,” he adds. Citi Research analyst Paul Lejuez agrees that the second quarter beat was driven by better sales, gross margin expansion, and foreign exchange gains. Management also indicated that they see no slowdown in demand in the third quarter and guided Q3 sales above consensus estimates. But despite Levi's ( LEVI ) strong brand and positive long-term outlook, Lejuez believes ongoing macroeconomic uncertainty and pricing risk make management's conservative guidance a prudent move. Moreover, CEO Michelle Gass reminded analysts on the earnings c...

Invesco Pharmaceuticals ETF (NYSEMKT:PJP) offers a less volatile, concentrated pharmaceutical focus with higher yield, whereas State Street SPDR S&P Biotech ETF (NYSEMKT:XBI) provides high-growth, equal-weighted biotechnology exposure at a lower cost. Investors seeking healthcare exposure often choose between the higher volatility of biotechnology and the established stability of major pharmaceuticals. This comparison explores how XBI and PJP balance risk, total return, and diversification within the medical and life sciences sectors. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading

Muse Spark 1.1 topped Opus 4.8 across multiple agentic benchmarks at 10x less the cost opening up a whole new revenue stream.

peshkov/iStock via Getty Images Riley Exploration Permian Analysis Riley Exploration Permian ( REPX ) is a small-cap operator focused on the prolific Permian Basin, with its core acreage in the Northwest Shelf and the Yeso and San Andres plays of southeastern New Mexico and West Texas. This is an upstream company at heart because it drills and produces oil, natural gas, and natural gas liquids (although oil is the main liquid it produces). In the first quarter, it pumped 20.2k barrels of oil per day out of a total of 35.6k barrels of oil equivalent per day, so this is very much an oil story with some gas mixed in. What makes the company interesting is that it trades at an absurd valuation, despite not carrying nearly as much risk as the market seems to ascribe to the stock. It runs a low-decline, high-margin asset base and has spent the past year reshaping itself into a leaner upstream pure-play, taking steps to clean up its balance sheet and improve shareholder returns. This is a different company than it was 1-2 years ago, and it's a much stronger one. It just hasn't been reflected in the stock price all that much yet. Here, I walk through why I think the market has this one badly mispriced. The Valuation is Hard to Argue With Four analysts covering the stock give Riley Exploration's 2026 earnings at about $6.15 per share. At a recent price near $32, that is a forward P/E of roughly 5.5 times. This is a cheap stock by any measure. In the oil and gas sector, which already trades at low multiples, it's even lower. For some context, other small-cap O&G stocks include Permian Resources ( PR ) and Ring Energy ( REI ), and they trade at higher multiples than Riley. Even Matador Resources ( MTDR ) - among the cheapest stock I've covered in any sector and a name I've covered and currently own - sits at a higher trading multiple (I've got shares at 7x its 2026 earnings currently). REPX is priced like a company that's at risk of closing up shop tomorrow, and I don't think t...

Key PointsAmazon's $25 billion in corporate bonds signal that AI spending isn't anywhere close to a slowdown.

A team routing queries across a coding specialist, a logic specialist, and a generalist model assumes each will cover the others' blind spots. A new study evaluating 67 frontier models from 21 providers shows that assumption is mathematically flawed — and the flaw has a name: the co-failure ceiling. The assumption works like this: as long as two models don't usually fail on the exact same prompts, combining them is supposed to create a safety net against failures. The real limit on orchestration is not how often models disagree, but the percentage of prompts where every model in the pool gives the wrong answer at once. By ignoring the co-failure ceiling, enterprises are building complex, expensive routing infrastructure to chase performance gains that do not exist. Fortunately, developers can use this same math to build a cost-free test that determines exactly when multi-model orchestration will actually pay off. The hidden costs of the multi-model strategy To orchestrate multiple language models, developers typically rely on three architectures. Model routers act as traffic cops, sending complex queries to expensive models and simple queries to cheaper ones. Cascades send every prompt to a cheap model first, only escalating to a premium model if the initial system signals low confidence. Finally, approaches like Mixture-of-Agents (MoA) fuse multiple models by asking them the same question and generating a synthesized answer from their combined outputs. These architectures introduce a "shadow price" to inference costs. Every time a development team implements a router or a cascade, they pay a premium in added system latency, complex infrastructure maintenance, and increased governance risks across multiple API providers. To justify these operational costs, engineers rely on “pairwise error correlation” to select their model pool. Imagine a developer has Model A, which writes excellent Python but fails at SQL, and Model B, which writes excellent SQL but fails at Pyth...

Striker says England one of the ‘clear favourites’ to win World Cup Also makes knowing reference to famous ‘Stay humble’ remark Erling Haaland has ramped up the World Cup mind games by saying England are the team under pressure when they face Norway in their quarter-final tie on Saturday. Haaland has enjoyed a sensational tournament , scoring seven times in four games, including twice in Sunday’s last-16 win over Brazil . Norway are flying in their first appearance on this stage since 1998 but, in characteristically mischievous fashion, Haaland insisted expectations should only be directed one way. Continue reading...

Apple's supplier completed Hong Kong's biggest IPO this year, but the stock closed 1.6% below its offer price.

ALAB Rides on Strong Demand for PCIe Solution: A Sign for More Upside? The Globe and Mail

Burnham on track to be next PM as 322 Labour MPs back him.

【有線新聞】中九龍繞道（油麻地段）往油麻地方向今早發生交通意外，一輛運載MiC預製組件的貨車在隧道內失事。現場影片可見一段隧道牆身受損，而貨車上的MiC預製組件脫離貨架，掉落在隧道地面。現場部份行車線因交通意外封閉。

Goldman Sachs Group Inc. has banned employees from trading on prediction markets except for sports and entertainment bets, in one of the most pointed efforts by a Wall Street firm grappling with the new regulatory issues raised by the boom in betting on events. The New York-based bank recently updated its personal trading policy to prohibit trading on event contracts related to specific companies, including Goldman, as well as election outcomes or the performance of any financial market, according to a document seen by Bloomberg News. Goldman said that repeated violations of its policy may lead to firing or the closing of a staff member’s account. In cases of improper trades, the bank can also require staff to forfeit profit over $200 or donate it to charity. A spokesperson for Goldman declined to comment on the policy. Prediction market exchanges like Kalshi and Polymarket have exploded in popularity over the past year, offering financial contracts that look similar to traditional gambling products. While the most popular subject for trading has been sports, the platforms also make it possible to wager on everything from elections to corporate earnings. This has quickly created new risks around insider trading, particularly for financial industry employees who are often aware of non-public information. Read More: Google Engineer Charged With Insider Trading on Polymarket Compliance policies can be a delicate balance for banks, who are eager not to alienate prediction market companies that could one day become more mature trading venues as well as lucrative clients for bankers to advise on fundraising and public listings. Goldman’s approach appears to be more restrictive than the one taken by rival JPMorgan Chase & Co. , which told employees earlier this year to “think carefully” before participating in markets related to the financial sector, according to a report in Barron’s. Meanwhile, some hedge funds have gone even further than Goldman. Point72 Asset Management...

United Parcel Service Inc. and FedEx Corp. shares tumbled after an analyst warned that Amazon.com Inc. is offering inexpensive and increasingly fast delivery services to third-party customers, underscoring the risk posed by the e-commerce giant to traditional shipping firms. While Amazon lacks overnight delivery options that distinguish other couriers, “we believe it is likely not long before that becomes an option as well,” Morgan Stanley analyst Ravi Shanker wrote Thursday in a note. UPS and FedEx have taken hits in recent months as Amazon has rolled out logistics offerings that will compete with the legacy carriers. Amazon’s aggressive expansion is seen as a threat not just to shippers’ grasp on e-commerce parcels, but potentially to more profitable, specialized areas such as healthcare. Read More: FedEx, UPS Shares Sink on ‘Watershed’ Amazon Logistics Move Buoyed by significant scale, Amazon’s prices for parcel shipping are already at or below the rates charged by UPS and FedEx, trade publication Supply Chain Dive reported earlier Thursday. Amazon is even reportedly undercutting the US Postal Service on price, long understood to be the floor in the parcel industry. Amazon, UPS and FedEx didn’t immediately respond to requests for comment. UPS and FedEx shares both erased earlier gains and were little changed at 2:33 p.m. in New York.

A sharp sector rotation has knocked down some of the market’s steadiest names, and Jim Cramer told CNBC viewers this week that the dislocations are exactly the kind of setup patient investors should welcome. On the July 6 episode of Mad Money, Cramer framed the pullback this way: “These rotations create dislocations that seem to ... Jim Cramer: Buy the Dip on These 3 Stocks Now

Key PointsVanguard Energy ETF carries a significantly lower expense ratio of 0.09% while Global X - MLP & Energy Infrastructure ETF charges 0.45%

Here's How Much More Upside Is Left in Palantir Stock, According to Wall Street Analysts The Globe and Mail