Key PointsNvidia and Sandisk are in the middle of the AI infrastructure boom, driven by the terrific demand for their chips deployed in AI data centers.

At $22.04, Redwire (NYSE:RDW) carries a ‘hold’ framing, with the thesis hinging on a pullback before the risk/reward improves. The space and defense contractor has gone vertical, and the gap between its share price and Wall Street’s target now defines the entire investment debate. Redwire builds satellite components, in-space robotics, solar arrays, and tactical drones ... Redwire is a Contract Success Story You’ll Regret Not Buying on the Next Dip

Key PointsThe State Street Technology Select Sector SPDR ETF has a lower expense ratio and higher assets under management than the Roundhill Investments Generative AI & Technology ETF.

格隆汇6月6日｜中信建投发表报告指，随着全球大模型产业迈入“效率优先、商业落地、生态重构”的高质量发展新阶段，全球算力基础设施的投资依然强劲。北美四大CSP厂商2026年一季度资本开支同比增长70.25%，全年预计高达7100亿美元（按中值测算），谷歌等指引2028年投资还会大幅增长。算力产业链多个核心环节有望持续受益。 该行认为，人工智能产业欣欣向荣，大模型在编程等应用的推动下正在实现商业闭环，ARR正在爆发式增长，我们很可能在2026年看到ARR达到2000亿美元左右的大模型公司。该行持续看好人工智能产业链，持续推荐大模型公司及算力产业链核心环节，包括GPU、光模块、光芯片、光通信配套仪器及设备、光纤光缆、液冷、电源等，也建议关注MicroLED作为光互连方案的可能性。

近一段时间，国内新能源汽车市场迎来较为集中的价格调整，市面上有多款新能源车型，先后出现了售价上调或优惠变化。在北京一家新能源汽车4S店里，销售人员告诉记者，目前他们在售车型的官方指导价并没有发生变化。但5月以来，店内多款车型配置的一款辅助驾驶选装包价格有所上调，从之前的9900元上调到了12000元。车企公告显示，选装包价格调整，主要是受到全球存储硬件成本大幅上涨的影响。有数据显示，近三个月，车规级存储芯片整体价格涨幅约在180%。据不完全统计，近期国内共有十余家新能源车企上调售价或收紧优惠，幅度一般在2000元到6000元不等。在新能源车价格出现变化的时候，不少燃油车在调低价格，加大优惠力度。截至今年4月，燃油车促销力度已连续9个月维持在23%左右的高位。 (央视财经)

Jirsak/iStock via Getty Images The latest labor market report clarified that the real economy is in strong shape. This is a relief after the drop in civilian labor force seen over the two months before, which indicated that healthy numbers were being supported by a weakening labor force. The stock markets responded poorly to the report, as indications of a tighter monetary policy at a time when the biggest companies are increasing their debt levels. Here, I look at some of the details of the latest labor market report, along with the implications for monetary policy and a discussion on the stocks to buy now. What the labor market report says Even as the unemployment rate, at 4.3% in May, remained unchanged from March and April, it's actually reflective of improved economic health. While the civilian labor force declined MoM in the past couple of months, there were marginal additions to it in May. This indicates that the unemployment rate isn't looking lower than it should because people are falling out of the labor market. In another positive, first, the latest figure remains bang on at the mean as well as the modal value over the past 12 months' average. The number also remains lower than the Fed's target of 4.4% for the year, although the reserve's update projections are due later this month. Unemployment Rate (Source: Trading Economics) Non-farm payrolls also painted a positive picture, even with a 3.9% MoM smaller increase of 172k in May. As it happens, the figure has now increased for the past three months, a nice respite from the sharp fluctuations between gains and losses in non-farm payroll jobs seen in earlier months (see chart below). Changes to Non-farm Payrolls (Source: Trading Economics) What are the implications for monetary policy With the labor market looking strikingly similar in May to where it was in April, it follows that expectations for policy rates in June are essentially unchanged too. The CME Group's FedWatch tool, which tracks probabilities...

Sullivan hoped football would legitimise him but claims about historical conduct have led to his resignation from West Ham • Sullivan steps down at West Ham to fight claims about private life When David Sullivan was growing up in a council house in Cardiff, he dreamed of becoming a professional footballer. Short and squat, he would never be a player, but later in life the fortune he built through the pornography industry and the property world gave him a route into the sport. The only problem, Sullivan discovered, was finding a club willing to roll out the welcome carpet for him and his business partners, David and Ralph Gold. They were fans of West Ham United and bought a stake in the east London club in 1991, only to find entry to the boardroom closed. “We had no contact with the board,” the late David Gold wrote in his autobiography. “They simply did not want David Sullivan and the Golds at their football club.” Continue reading...

Richard Villalonundefined undefined/iStock via Getty Images Introduction Assurant ( AIZ ) is a global insurance company with two core divisions it focuses on. The Connected Living division (part of Global Lifestyle) provides coverage for mobile device solutions (for instance, in case of theft and accidental damage). This division also sells refurbished appliances after being traded in by customers. In the Global Automotive division, Assurant underwrites and provides administrative services for vehicle service contracts, which tend to cover the cost of mechanical breakdowns. In its Global Housing segment, Assurant provides, for instance, flood insurance and fire insurance. Fellow author Stip Analysis provided a great overview of Assurant’s business divisions in his July 2025 article . Data by YCharts I initially started looking at Assurant for its high-yielding baby bonds, but as I will explain below, the common shares are interesting as well at the current share price. A closer look at the financial results In the first quarter of the current financial year, the company reported a total of $2.78B in earned premiums, almost $500M in fees while the net investment income jumped by in excess of a quarter to almost $160M. As the income statement below shows, this resulted in a total reported revenue of approximately $3.42B , which represents an increase of in excess of 10% compared to the first quarter of the preceding year. And while some of the operating expenses also increased, there was a very clear acceleration in the company’s profits. Assurant Investor Relations As shown above, the pre-tax income was almost $336M, resulting in a net profit of $274M for an EPS of just under $5.50. That’s substantially higher compared to the first quarter of 2025 thanks to a better performance in general and keeping the expenses under control. Assurant currently pays a quarterly dividend of $0.88 , and it goes without saying these dividends enjoy excellent coverage given the quarter...

Source: Bloomberg, 0:00

格隆汇6月6日｜据央视，当地时间6日，参加2026美加墨世界杯的伊朗代表团中，包括行政人员和伊朗足协官员在内的十余人未能获得美国签证。此前一天，美国白宫官员表示，伊朗国足所有球员均已获得签证。

格隆汇6月6日｜据央视财经，近期很多消费者反映，鸡蛋价格上涨明显。在北京新发地农产品批发市场的禽蛋交易区，六月初每斤鸡蛋的批发价格已经达到5.5元，比五月初上涨了26%左右，同比涨幅更是接近80%，创下近5年同期最高。市场负责人表示，蛋价大幅上涨，除了端午节需求的拉动，供应也出现了阶段性偏紧。据农业农村部监测，由于鸡蛋价格明显上涨，带动蛋鸡养殖走出了亏损期，5月份全国大部分蛋鸡养殖场户实现了盈利，每斤鸡蛋盈利约0.5元～1.2元。

For decades, owning a newspaper looked like a losing bet. Print circulation fell, ad dollars fled to Google and Meta, and plenty of local titles folded for good. So when one of the most respected names in investing keeps pouring money into the sector, it's worth paying attention. That's exactly ...

loops7/iStock via Getty Images Viasat ( VSAT ) is a satellite company that provides internet and communications to aircraft, ships, governments, and defense clients. Additionally, it sells encryption products, modems, tactical networking, antennas, and space systems. And then there is the long-term story surrounding direct-to-device, L- and S-band spectrum, and shared satellite infrastructure via Equatys. There are multiple growth catalysts involved. Viasat-3 is intended to provide additional capacity. Defense and Advanced Technologies is clearly growing faster than the rest of the company. And Equatys could play an important role in direct-to-device satellite communications in the long term. However, Viasat remains heavily capital intensive. In FY2026, it generated $4.64 billion in revenue and approximately $1.55 billion in adjusted EBITDA but free cash flow excluding the Ligado payment was only $177 million. For FY2027, management again expects only about $180 million in free cash flow. That is low for a company with nearly $1 billion in annual capex and $4.8 billion in net debt. At a share price of $72, I therefore do not view Viasat as a buying opportunity. The stock is trading around 9.5x FY2027 adjusted EBITDA. That is not extremely expensive, but neither is it cheap enough for the risk. My verdict is therefore Hold. Around $50 to $60, the story becomes more interesting. Viasat Has Multiple Growth Opportunities Viasat has changed over the past few years. Previously, the company could simply be viewed as a satellite communications company. The company has 2 main segments. Communication Services provides connectivity to aviation, maritime customers, government, and fixed broadband users, among others. Defense and Advanced Technologies supplies technology to defense and commercial customers. Examples include encryption, cybersecurity, tactical networking, modems, waveforms, antennas, and space systems. Revenue in FY2026 amounted to $4.64 billion. Of this, approxi...

Price to cash flow ratio of Astera Labs, Inc. – XETR:64B TradingView

Johnson & Johnson takes a licking, and the dividend keeps on ticking higher.

Key PointsWhen Tylenol pills were tampered with and tainted in 1982, Johnson & Johnson managed the setback in stride.

IREN Limited is pivoting from Bitcoin mining to AI infrastructure, securing an 800MW data center campus in Australia and a $3.65 billion Microsoft-backed financing facility.

Assessing Nvidia (NVDA) Valuation After Recent Pullback And Conflicting Fair Value Signals simplywall.st

A Look At Amazon.com (AMZN) Valuation As AI Spending And AWS Scrutiny Pressure The Stock simplywall.st

伊朗外交部6日谴责美国当天对波斯湾沿岸伊方雷达设施发动袭击，称此次袭击是对伊朗国家主权和领土完整的侵犯。 (新华社)

New U.S. rules aimed at strengthening oversight of undersea internet infrastructure could make it easier for trusted tech companies such as Meta Platforms, Inc. and Alphabet Inc.'s Google to expand global cable networks while tightening restrictions on Chinese-linked equipment. FCC...

imaginima/E+ via Getty Images IDT Corporation ( IDT ) is a diversified communications and financial technology company. Its business includes traditional telecom operations and faster-growing platforms in retail technology, money transfer, and cloud communications. Traditional communications is still the segment that generates more revenue, but NRS, BOSS Money, and net2phone are other higher growth segments with better margins. These businesses give IDT exposure to independent retail point-of-sale (POS) systems, digital remittances, and cloud-based business communications. Overall, it’s a relatively promising stock in this sector, and its valuation still has room to run in my opinion, so I rate them a “Buy” at these levels for long-term investors. Legacy Cash Flow, Newer Growth Engines IDT Corporation is essentially a fintech and communications company. They have a mature business with traditional telecom assets that still produces large revenues. These cash flows help them finance new developments with interesting growth potential, such as retail technology (NRS), remittances (BOSS Money), and cloud communications (net2phone). IDT was founded back in 1990 and is currently headquartered in Newark, New Jersey. The stock has also appreciated nicely from its 2025 lows, and they recently reported quarterly results, so I thought it was worthwhile covering this otherwise underfollowed name. Source: Seeking Alpha. As a quick overview, IDT reports four segments : 1) NRS, 2) Fintech, 3) net2phone, and 4) Traditional Communications. In fiscal 2025, their total revenue reached $1.2 billion . Traditional Communications still represented the majority of revenue at 69.8%, while Fintech contributed 12.6%, NRS 10.5%, and net2phone 7.1%. To give you an idea, IDT’s Traditional Communications includes IDT Digital Payments, BOSS Revolution, and IDT Global. IDT Digital Payments sells prepaid mobile services, digital gift cards, and eSIMs. BOSS Revolution is an international long-distanc...

Christian Rummel Adobe ( ADBE ) shares have slid nearly 30% since the beginning of the year, largely on concerns that AI will undermine its business model. We asked Seeking Alpha analysts David Desjardins, Louis Gerard, and Luca Socci if they thought Adobe could thrive in the age of AI. David Desjardins : Not only do I believe that Adobe ( ADBE ) can thrive in the age of AI, but I also think that the company’s competitive advantages may even be strengthened in such an environment. Similar to what other enterprise software companies like ServiceNow ( NOW ), Intuit ( INTU ), and Salesforce ( CRM ) are doing, Adobe is incorporating artificial intelligence across its entire product offering, with tools like Adobe Firefly being specifically designed to work in parallel with generative AI. The notion that marketing professionals at large agencies like WPP ( WPP ), Publicis Groupe ( PUBGY ), or Omnicom ( OMC ) will simply abandon a product like Photoshop and move to a general-purpose large-language model like Anthropic's ( ANTHRO ) Claude or OpenAI's ( OPENAI ) ChatGPT does not make sense to me. In my view, artificial intelligence will be deployed on top of software rather than replacing it. This is when the relationship between software and artificial intelligence becomes more symbiotic than competitive. Now that Adobe’s stock is up by more than 20% from the last low reached on April 10th, this is what market participants may be starting to realize after they panic sold over the last few months. Moreover, Adobe ( ADBE ) has also started adapting its pricing model, moving to a consumption model for some products rather than the typical seat-based model. It is precisely through an ecosystem like Adobe’s Creative Cloud that the efficiency gains associated with AI can be harnessed. In such an environment, the company’s products may become even more important than ever. Louis Gerard : I certainly believe that Adobe ( ADBE ) can thrive in the age of AI. Despite the continuous d...

Co-hosts’ government adamant Zocalo event will go ahead 100,000 expected at official Fifa Fan Fest for kick-off Mexico is planning to increase the police and security presence around Zocalo plaza in Mexico City to ensure the World Cup Fan Fest can go ahead amid growing social unrest and public protests. Much of the city’s historic centre, including the Catedral Metropolitana and Aztec ruin Templo Mayor, is locked down, but the president Claudia Sheinbaum’s government is adamant that Zocalo will remain open throughout the tournament. Continue reading...

Can you go undefeated? | Screenshot: The Verge 82-0 marries the stat nerd fun of fantasy basketball with instant gratification and a bit of dumb luck. The goal is to draft a team of players that could (theoretically) have a perfect 82-0 season. Obviously, if you just had free rein to pick whoever you wanted from throughout history, there would be little challenge. The twist is that the site randomly selects a team and an era, and then you pick a single player. So, for example, if you pulled the Knicks and 2020s, you might pick Jalen Brunson as your point guard, then you'd get a new team and era to select your center from. You can reshuffle the team once, and the era once, if you don' … Read the full story at The Verge.

UK Government Plots Digital ID Lockdown On Every Phone In Lockstep With Big Tech Authored by Steve Watson via Modernity , The Labour government in Britain is accelerating its assault on digital privacy under the well-worn banner of child protection. Fresh plans leaked to the press reveal ministers intend to compel Apple, Google and other tech firms to restrict smartphones so thoroughly that a digital ID will be needed to use them with unfettered access. The mechanism comes in the form of expanded age verification that effectively demands digital identification for device setup and use. What is sold as safeguarding the young is shaping up as a backdoor mandate for every adult in Britain to submit ID just to operate a phone or go online. This development lands alongside Google's confirmation that it will soon bring digital IDs to Android devices in the UK via Google Wallet. Users will record a short video selfie and scan a government-issued ID to add a digital version of their passport or other documents. Google is bringing Digital IDs to the UK 'soon' to bolster age checks on Android phones https://t.co/H9wSASduQe - GB News (@GBNEWS) June 4, 2026 The feature, already rolling out in select EU countries this summer, is explicitly tied to the UK's Online Safety Act requirements for age checks on content involving self-harm, eating disorders, bullying and pornography. Google is exploring certification under the government's digital identity trust framework, which could extend its use to everyday purchases such as alcohol. Apple has already implemented similar restrictions on iOS devices in Britain, forcing age confirmation or locking users into limited "child mode." Big Brother Watch director Silkie Carlo has been blunt about where this leads. "Protecting children online is vital, but these are outrageous plans that will fail to address the underlying causes of online harm. This will only result in population-wide ID checks for all of us to use our phones, tablets and la...

tommasolizzul/iStock via Getty Images Co-authored with Beyond Saving You're packing for a trip; what do you pack? The answer is - it depends. If you're headed out to the corporate office for an important meeting, you're going to pack formal wear, your laptop, and other business things. If you're packing for a stay at an all-inclusive resort, you're going to bring a lot of comfortable, informal clothes. If you're going skiing, you'll pack the thermal underwear, gloves, and jackets. My point is that you aren't going to pack the same way for every trip. When you're packing for a trip, you're going to think about the types of activities you plan on doing when selecting what to bring. Your plan informs your selection. Could you imagine trying to pack for a trip if you didn't know where you were going or what you might be doing? As we're picking out stocks in the market, we should have the same mindset. We should start with a goal and develop a plan to achieve that goal. When you approach the market without a plan, you might find yourself standing on a beach in snow pants. At least your legs won't get sunburned. Today, I want to talk about making sure that your portfolio plan is meeting your goals and how copying others might not be the best move because they might be taking a different trip. Learning From Others Often, I hear people talk about mimicking what other successful people are doing in the market. This is a sensible idea. Whenever you're learning something, it's a good idea to look at what people who are successful are doing. However, it's crucial to be aware that the person you're looking at likely has different goals and skills than you have. In the investing world, people often look to billionaires. This is very logical, and we can learn a lot of lessons from observing. However, we need to take into account that their goals, skills, and time will be different than ours. One example is that we routinely recommend that investors diversify with at least 42 diffe...

Panashe Muchenje's family said online speculation around his death had added "insult to injury".