核心要点 谷歌 将推出一款专门运行人工智能模型的芯片，同时推出另一款独立处理器用于模型训练。 亚马逊 也在采取类似策略，两家科技巨头均通过推出定制化芯片，作为图形处理器的替代品，以此对抗英伟达。 谷歌新款芯片搭载大容量静态随机存取存储器，这一点与英伟达即将推出的芯片相似。 过去数年，谷歌一直生产可同时兼顾人工智能模型训练与推理工作的芯片，如今该公司将这两项任务拆分至不同处理器，这是其在 AI 硬件领域对抗英伟达的最新举措。 谷歌周三宣布，将在第八代张量处理单元（TPU）上实施这一调整。两款芯片均将于今年晚些时候面市。 谷歌高级副总裁兼 AI 与基础设施首席技术官阿明・瓦赫达特在博客文章中表示：“随着 AI 智能体的兴起，我们认为，市场将从分别针对训练与部署需求进行专项优化的芯片中受益。” 今年 3 月，英伟达曾大力宣传其即将推出的新款芯片，借助以 200 亿美元收购芯片初创企业 Groq 所获得的技术，该芯片可让模型快速响应用户提问。谷歌是英伟达的大客户，但同时也向使用其云服务的企业提供 TPU 作为替代方案。 全球多数顶尖科技企业均在自研人工智能专用半导体，以实现效率最大化，并满足特定场景需求。 苹果 多年来一直在自研 iPhone 芯片中集成神经网络引擎 AI 组件； 微软 于今年 1 月发布第二代 AI 芯片；上周，Meta 宣布将与博通合作开发多款 AI 处理器。 谷歌是这一趋势的先行者。2015 年，谷歌开始使用自研处理器运行 AI 模型，并于 2018 年向云服务客户开放租赁。亚马逊云科技 2018 年推出用于处理 AI 请求的 Inferentia 芯片，2020 年又发布用于 AI 模型训练的 Trainium 处理器。 戴维森分析师去年 9 月估算，TPU 业务加上谷歌 DeepMind AI 部门，总价值约 9000 亿美元。 目前没有任何一家科技巨头能够取代英伟达，谷歌甚至没有将自家新芯片的性能与这位 AI 芯片龙头的产品进行对标。不过谷歌表示，其训练芯片在同等成本下，性能是去年 11 月发布的第七代艾恩伍德 TPU 的 2.8 倍，推理处理器性能则提升 80%。 英伟达称，即将推出的 Groq 3 LPU 硬件将搭载大容量静态随机存取存储器（SRAM），本月早些时候提交上市申请的 AI 芯片制造商 Cerebras 也采用该技术。谷歌代号为 ...

Meta employees' activity at work is now being used to train the company's AI agents. As reported by Reuters , Meta is installing a tool it calls Model Capability Initiative (MCI) on US-based employees' computers that runs in work-related apps and websites, recording mouse movements, clicks, keystrokes, and occasional screenshots. The data from this tool will be used to train the company's AI models to get better at interacting with computers the way humans do, including automating work tasks like those Meta's employees perform on the job. According to Reuters , the data from MCI won't be "used for performance assessments." "If we're buildin … Read the full story at The Verge.

An index tracking semiconductor stocks is on track for its all-time longest streak of daily gains, as investors anticipate strong growth for the sector driven by demand related to artificial intelligence. The Philadelphia Stock Exchange Semiconductor Index rose as much as 1.9% on Wednesday. If it closes higher, that would mark its 16th straight positive session — its longest such streak on record — based on data that goes back to 1994. Over the course of the rally, the index has climbed 37%, putting April on track for the biggest one-month percentage gain since February 2000. The rally is just the latest example of chips leading the broader market. The introduction of ChatGPT, which ignited the modern AI era, spurred the years-long trend. Major companies are spending aggressively on AI-related infrastructure, fueling growth for chips in particular. “There’s a huge amount of demand because of artificial intelligence, and I think we can expect the heavy spending on AI to continue for the foreseeable future,” said Mark Grant , chief global strategist at Alliance Global Partners. “I think the sector still looks attractive in terms of both valuation and growth, and that should be positive for both semiconductor stocks broadly, but also the market overall.” The semiconductor sector is expected to grow revenue by about 57% in 2026, according to Bloomberg Intelligence data , which is twice the pace of the overall tech sector, and well above the 9.3% growth expected for the S&P 500 Index. Nvidia Corp. in particular has emerged as not only the poster child for both the sector and AI, but arguably the economy overall. The chip-maker has soared more than 1,200% over the past five years, becoming the world’s largest company in the process, with a market capitalization near $5 trillion. Other major winners of the AI era include Broadcom Inc. , up nearly 800% over the past five years; Micron Technology Inc. , up more than 400%; and Advanced Micro Devices Inc. , which has gained ab...

After almost three hours on their feet and the finish line in sight, two runners sacrificed personal bests to come to the rescue of an exhausted competitor at the Boston Marathon.

Infosys said the integration will be used to help its clients modernize software development, automate workflows and deploy AI systems, initially focusing software engineering, legacy modernization, and DevOps.

格隆汇4月22日｜华西证券(002926.SZ)公告称，公司发布2025年年度报告，实现营业收入46.15亿元，同比增长17.75%；归属于上市公司股东的净利润为14.70亿元，同比增长101.98%。拟向全体股东每10股派发现金红利1.69元(含税)，不送红股，不以公积金转增股本。

peshkov/iStock via Getty Images It is “very hard to not be bullish right now” across U.S. stocks, crypto, and artificial intelligence, according to Anthony Pompliano, chairman and CEO of ProCap Financial. In an interview with CNBC, Pompliano dismissed concerns about inflation and geopolitical tensions, arguing that data points to an American economy experiencing a “manufacturing renaissance” and economic boom that should benefit stocks ( SP500 ), ( COMP:IND ), ( DJI ), crypto ( BTC-USD ), ( ETH-USD ), and related assets over the next 12 months. He spoke about the launch of an AI-first financial research product on prediction markets in partnership with Kalshi ( KALSHI ). Pompliano explained that his firm’s AI system has uncovered a rare historical market pattern that suggests significant gains ahead. The AI system, according to Pompliano, excels at sifting through “mountains and mountains of data” to find undiscovered insights. He pointed to one striking finding: the stock market has posted three consecutive weeks of gains of 3% or more, something that has only happened three times in the past 76 years. Following those previous instances, the market returned an average of 33% over the subsequent 12 months. On Bitcoin ( BTC-USD ) specifically, Pompliano made the case that the cryptocurrency has established itself as the “king of safe haven assets.” He cited research showing that in every financial crisis since 2020—including the banking crisis, COVID, tariffs, and geopolitical conflicts—Bitcoin ( BTC-USD ) outperformed stocks, gold, cash, and treasuries within 60 days of each crisis beginning. “I think that the market is saying that something like Bitcoin ( BTC-USD ) is an asset that they want to hold during times of uncertainty,” he said. Acknowledging Bitcoin’s ( BTC-USD ) volatility, Pompliano expressed confidence that the cryptocurrency likely bottomed at $60,000 and will reach new all-time highs within the next two to three years. He revealed that both he person...

A Look At Oracle (ORCL) Valuation After New Agentic AI Suite And Multicloud Partnerships simplywall.st

财联社4月22日讯（编辑 史正丞） 俄罗斯政府周三在一份官网声明中宣布，该国对化肥出口的配额管理制度将延长至今年12月初。 根据最新政策， 俄罗斯生产商被允许在6月1日至11月30日期间出口2000万吨化肥 。 俄罗斯政府表示， 新限额将包括870万吨氮肥、超过420万吨硝酸铵以及约700万吨复合肥 。该配额不适用于国际过境运输和作为对外人道主义援助提供的交付。 此前为了确保春季播种需求，俄罗斯曾 暂停3月21日至4月21日期间的硝酸铵出口 。 作为背景，由于中东战事导致霍尔木兹海峡几乎处于关闭状态，切断了全球约三分之一的海运化肥贸易。因此，这场美国、以色列和伊朗之间的地缘博弈，已经引发潜在“粮食危机”的担忧。各国为确保“碗中有粮”正在竞争有限的替代供应，导致化肥价格激增。 俄罗斯是全球第二大化肥生产国， 其化肥贸易量约占全球总量的20% 。该国现行的化肥出口配额为1870万吨，涵盖去年12月至今年5月底的周期。 声明表示，延续出口配额只在确保农业生产者、饲料生产商及其他使用者的持续供应，保障国内市场肥料供应充足。 需要说明的是，俄罗斯的化肥出口配额政策从2021年12月就已经启动，此后形成“半年滚动配额 + 农时临时禁运”的长期管控体系，并延续至今。去年6月至11月期间的配额也是2000万吨，不过配比是氮肥近1230 万吨，复合肥约760万吨。 随着中东战争爆发， 氮肥价格已经较2月时翻了一倍 ，随着霍尔木兹海峡关闭的时间越长，价格失控上涨的风险也会进一步增加。 化肥供应的冲击对氮素类产品尤为严重，如尿素和氨，这类产品必须每年施用以维持作物产量。以磷和钾为基础的养分可以留在土壤中，允许农户跳过一两年的施用。 全球主要化肥出口商阿联酋Fertiglobe本周早些时候介绍称，今年3月，海湾地区的尿素出口从典型的每月170万吨降至约30万吨。 与此同时， 农作物的价格上涨尚未追上燃料和化肥的涨幅，这意味着农民可能无法抵消费用激增 。2022年俄乌战争爆发时，由于两国都是主要谷物生产国，全球粮食价格曾出现迅猛跳涨。 Fertiglobe首席执行官Ahmed El-Hoshy介绍称，伊朗战争初期谷物价格确实一度上涨，但随后又回落，这增加了处境艰难的农户停止施肥或放弃玉米、水稻和小麦等需氮量大的作物，转而种植需氮量较低作物的风险。 同时由于农业播种有时间限制，因此即便中东航运...

Orrstown Financial ( ORRF ) declares $0.30/share quarterly dividend , in line with previous. Forward yield 3.17% Payable May 12; for shareholders of record May 5; ex-div May 5. See ORRF Dividend Scorecard, Yield Chart, & Dividend Growth. More on Orrstown Financial Orrstown Financial Services, Inc. 2025 Q4 - Results - Earnings Call Presentation Orrstown Financial Services, Inc. (ORRF) Q4 2025 Earnings Call Transcript Orrstown Financial GAAP EPS of $1.12 beats by $0.11, revenue of $64.58M beats by $14.18M Orrstown outlines 5% loan growth target for 2026 while expanding fee income and capital investments Seeking Alpha’s Quant Rating on Orrstown Financial

财联社4月22日讯（编辑 赵昊） 在订单激增的推动下，美国能源设备制造及服务商GE Vernova业绩超出市场预期，并上调全年指引，其股价也不断刷新纪录。 周三（4月22日）美股盘前，GE Vernova在官网发布了第一季度财报和前景展望。在截至3月31日的三个月里，公司营收录得93.39亿美元，同比上升16%，强于市场预期的92亿美元。 利润方面，公司第一季度非GAAP下调整后息税折旧摊销前利润（EBITDA）为8.96亿美元，去年同期为4.57亿美元，几乎翻倍，折合每股收益17.44美元，市场原先认为会是1.97美元。 分析指出，GE Vernova第一季度每股收益大幅超出预期是因为其中包含了一项与公司收购Prolec GE相关的40亿美元收益。 报告还显示，GE Vernova第一季度的订单金额达到183亿美元，同比大增71%，这一数字已经达到了公司第一季度营收的两倍。 展望2026年，GE Vernova预计全年营收将在445-455亿美元之间，EBITDA约为59亿美元，高于公司此前约53亿美元的指引和华尔街预测的58亿美元。 受这些利好提振，GE Vernova股价早盘涨逾11%，续刷新高。截至周二收盘，该股年内已累计上涨51.88%。之前两年（2024年和2025年），该股分别累涨186.24%和99.02%。 两年前，通用电气分拆出公司的发电相关业务成立GE Vernova，以股票代码“GEV”在美股进行交易。剩下的通用电气改名为GE航空航天公司，并保留原本的股票代码“GE”。 随着全球电力需求的急剧上升，尤其是与人工智能相关的耗电需求，正在推动燃气轮机和电网设备的订单，从而加强了该公司的核心业务，尽管其风电部门仍在承压。 目前，GE Vernova已签下约100吉瓦的燃气轮机订单，第一季度交付了4吉瓦。其中，约20%来自人工智能数据中心，其余来自包括公用事业在内的传统客户。 GE Vernova首席执行官Scott Strazik在接受采访时表示：“这是一个独特的机会……所有迹象表明，我们仍处于这一周期的早期阶段。” Strazik认为，投资者或许需要在二战之后的经济繁荣时期才能找到类似的例子。 华尔街整体对该公司持乐观态度，覆盖该股的分析师中，近80%给予“买入”评级。 摩根大通分析师Mark Strouse在一份报告中写道：“我们认为，GE V...

Blackstone Private Credit Fund is selling investment-grade notes, as private lenders known as business development companies ramp up debt issuance after a dry spell. Initial price talk on the five-year notes is a spread of about 2.55 percentage points above the benchmark, according to a person with direct knowledge of the matter. The deal adds to a string of similar deals at a time when worries about AI-disrupted software bets and looser lending standards have roiled the once red-hot private credit fund industry. On April 13, Blue Owl Capital Corp. sold $400 million of notes in what was the first business development high-grade bond deal since February — the offering was purchased entirely by Pacific Investment Management Co . A day later, a Goldman Sachs Group Inc. private credit fund raised $750 million. Read more: As Blue Owl’s Strains Worsened, Its Bankers Pitched a Long Shot Blackstone Private Credit Fund last tapped the market in January, when it raised $700 million. Deutsche Bank AG , Morgan Stanley , Mitsubishi UFJ Financial Group Inc, Royal Bank of Canada and Wells Fargo Securities are the bookrunners on the new deal, which is expected to price Wednesday. This story was produced with the assistance of Bloomberg Automation

Key PointsOne Wealth Advisors initiated 216,130-share position in BLCR; estimated trade value $9.26 million based on quarterly average price.

The CBOE Volatility Index (^VIX) slipped to the 19 level on Wednesday morning, down roughly 2.5%, signaling fear has subsided. Traders and investors appear to be anticipating smoother sailing ahead. President Trump’s decision to extend the ceasefire with Iran has helped, providing a positive catalyst for stocks to move higher. The CBOE Volatility Index (^VIX) ... The VIX Hasn’t Been This Calm Since March. Here’s Why Traders Are Breathing Easier.

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)

小米集團－Ｗ(01810)出現大手賣出20萬股，成交價$31.86，涉資637.2萬 AASTOCKS.com

提醒：北京时间22:30，美国能源信息署（EIA）将发布政府版原油库存周报。

Looking at the universe of stocks we cover at Dividend Channel, on 4/23/26, ClearBridge Energy MLP Opportunity Fund (Symbol: EMO) will trade ex-dividend, for its monthly dividend of $0.36, payable on 4/30/26. As a percentage of EMO's recent stock price of $49.65, this dividend

核心要点 星展集团 CEO 陈淑珊警示，网络威胁不可预测，令银行始终处于高度戒备状态。 星展集团通过压力测试与 “零信任” 理念应对风险。 陈淑珊表示，人工智能提升效率的同时也加剧了风险，因此信任、数据治理与安全防护至关重要。 对于星展银行 CEO 陈淑珊而言，让她彻夜难眠的最大风险并非市场波动或地缘政治冲击，而是网络攻击。 “网络安全。我认为这场新战争就是网络战。所以真正让我夜不能寐的是网络安全问题 —— 谁会攻击谁、攻击将以何种方式发生、民众会受到怎样的影响。” 这位星展银行首席执行官在新加坡举办的年度 CONVERGE LIVE 活动间隙接受美国消费者新闻与商业频道（CNBC）采访时表示。 她的这一警示，凸显出随着网络威胁与地缘政治、人工智能飞速发展日益交织，金融机构的风险认知正在发生全局性转变。 陈淑珊称，当前银行所处的环境中，网络风险持续存在且不断演变，必须时刻保持警惕。她介绍星展银行内部的网络安全理念时表示：“不做任何假设，不信任任何事物，不信任任何人。” 这一理念落地为持续开展的 “红队演练”—— 即通过模拟攻击对系统进行压力测试，同时塑造她所说的审慎戒备文化。她表示，此举旨在赶在攻击者利用漏洞前提前发现隐患，尤其是在人工智能降低了发起高级别网络威胁门槛的背景下。 “我们始终对网络安全保持高度戒备…… 最终分出胜负的关键，在于能否合理、明智、安全地运用技术。” 陈淑珊说道。 生成式人工智能与 “智能代理型 AI” 的兴起，让局势变得更为复杂。尽管这些技术有望提升生产力与运营效率，但陈淑珊警示，它们也扩大了系统攻击面 —— 即授权用户可发起攻击的所有节点，尤其是在关键系统中部署时。 “当 AI 接入实际生产环境…… 必须确保设置好所有相关安全防护措施。” 她指的是直接对接客户服务或银行核心基础设施的 AI 系统。 随着金融机构加大人工智能应用力度，这种戒备心态愈发关键。陈淑珊表示，AI 虽能带来效率提升与全新功能，但也带来新的安全漏洞，尤其是在系统愈发互联互通、自主运行的情况下。 她指出，生成式与智能代理型 AI 创造了 “巨大机遇，但也带来了巨大挑战与诸多令人担忧的风险”，尤其是在保护敏感数据与银行核心基础设施方面。 对星展银行而言，这意味着围绕数据处理与监控建立严格框架。陈淑珊强调 “数据全生命周期管理” 的重要性，确保数据从产生到销毁的全过程得到妥...

Looking at the universe of stocks we cover at Dividend Channel, on 4/24/26, Waterdrop Inc (Symbol: WDH) will trade ex-dividend, for its semi-annual dividend of $0.03, payable on 5/20/26. As a percentage of WDH's recent stock price of $1.72, this dividend works out to approximat

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Robust AI spending is poised to drive stronger earnings growth for tech stocks this year.

adventtr/iStock via Getty Images By Rafael Silva In September of last year, following the release of the World Robotics Report by the International Federation of Robotics (IFR), a panel discussed the feasibility of humanoids entering homes in the not-too-distant future. The consensus at the time was that the current generation of humanoid robots was neither safe, dexterous, nor cheap enough to be useful within a household. During that discussion, a concept emerged that is now playing out across the industry in real time. An ultimate, all-purpose humanoid that can seamlessly transition from welding car frames to folding laundry would no doubt be revolutionary. But something more logical is becoming apparent as we move deeper into the current robotics supercycle. There will likely be different humanoids for different tasks. After all, we’re leaving behind the days when developing a single robot would take enormous resources. Why should one robot be able to do everything? The recent contrast between Boston Dynamics’ Atlas and Fauna Robotics’ (recently acquired by Amazon) Sprout hints at what the future may look like. In that future, humanoids won’t be defined by a single form factor. Instead, they will be defined by specialized platforms built for specific tasks. After all, no one expects their washing machine to also mow the lawn. The Purpose-Built Factory Worker: Atlas On the industrial side, we have Boston Dynamics' Atlas. Speaking after its launch , the design and engineering team were keen to explain that the latest Atlas is “a departure from the typical humanoid look, favoring industrial utility over human likeness.” With custom actuators two to three times stronger than off-the-shelf options, passive heat distribution to eliminate failure-prone fans in the limbs, and a 110-pound instant payload capacity, Atlas is built strictly for the factory floor. It looks like a machine because it has to act and work like one. Atlas Prioritizes Industrial Utility Over Human ...

Looking at the universe of stocks we cover at Dividend Channel, on 4/23/26, Western Asset Investment Grade Defined Opportunity Trust (Symbol: IGI) will trade ex-dividend, for its monthly dividend of $0.071, payable on 4/30/26. As a percentage of IGI's recent stock price of $16.

Key PointsThe average earnings growth of Nasdaq-100 companies exceeded that of the S&P 500 in 2025.

Roblox Settles With 3 States Over Endangering Children, Will Pay $36 Million Authored by Naveen Athrappully via The Epoch Times, Online interactive gaming platform Roblox has agreed to settle with West Virginia, Alabama, and Nevada for a combined $35.78 million, committing to strengthen children’s safety through measures such as mandatory age verification and chat restrictions. Roblox reached an $11.08 million settlement with West Virginia. In an April 21 statement, the office of West Virginia Attorney General John B. McCuskey said that Roblox has agreed to “major child safety overhaul.” The settlement came after an investigation conducted by the office found that the platform exposed child users to sexual predators, sexual and violent content, and grooming risks. McCuskey said there were “serious failures that left children exposed to real danger.” Under the agreement, Roblox will verify the ages of all users before allowing chat access. This is expected to limit instances of adults contacting minors and reduce the risk of grooming. The company will block all chat until users verify their age, seeking to reduce the use of anonymous accounts by predators to target children. Once age verification is complete, adults can contact under-16 users only through verified trusted friends, according to the statement. The accounts of all under-16 users will, by default, run on safe content mode, which will reportedly block out adult-rated material. Roblox has also committed to recruiting an internet safety specialist in West Virginia. The settlement funds will be paid over several years. “I have two young daughters who love Roblox, so I know how popular it is,” McCuskey said. “I am thankful that Roblox took our concerns seriously and worked with us to make these major safety changes.” Alabama Attorney General Steve Marshall announced in an April 21 statement that the state has reached a $12.2 million settlement with Roblox. Under the deal, Roblox has agreed to verify the age o...

Quantum ETFs like QTUM and CHPX are gaining momentum on breakthroughs, funding surge and commercialization hopes.

Looking at the universe of stocks we cover at Dividend Channel, on 4/24/26, Albertsons Companies Inc (Symbol: ACI) will trade ex-dividend, for its quarterly dividend of $0.17, payable on 5/8/26. As a percentage of ACI's recent stock price of $16.91, this dividend works out to a

Looking at the universe of stocks we cover at Dividend Channel, on 4/23/26, Federated Premier Municipal Income Fund (Symbol: FMN) will trade ex-dividend, for its monthly dividend of $0.045, payable on 5/1/26. As a percentage of FMN's recent stock price of $11.29, this dividend

Looking at the universe of stocks we cover at Dividend Channel, on 4/24/26, Lakeland Financial Corp (Symbol: LKFN) will trade ex-dividend, for its quarterly dividend of $0.52, payable on 5/5/26. As a percentage of LKFN's recent stock price of $60.30, this dividend works out to