消费品以旧换新政策透支效应，叠加居民支出意愿有限、成本冲击等因素，5月社会消费品零售总额同比或现零增长 资料图：山东济宁，工业车间内，一名工人正在操作机床生产橡胶轮胎。财新近日对11家国内外机构的调查显示，生产方面，受访经济学家对5月工业增加值同比增速的预测均值为4.3%，高于4月0.2个百分点，预测区间为3.8%到4.9%。图：视觉中国 【财新网】 受基数走低、部分出口相关行业维持韧性等因素支撑，5月工业生产同比表现或上扬；需求端，国内消费、投资表现可能继续走弱，出口有一定放缓但或仍维持两位数增长，内外需持续分化。 财新近日对11家国内外机构的调查显示，生产方面，受访经济学家对5月工业增加值同比增速的预测均值为4.3%，高于4月0.2个百分点，预测区间为3.8%到4.9%。其中，有五家机构预计增速可能与前值持平或放缓，余下六家则认为同比表现将好转。

格隆汇6月8日｜存储概念股集体反弹，美光科技涨超9%，闪迪、Rambus涨超4%，西部数据、慧荣科技、希捷科技涨超3%。 消息面上，英伟达宣布与SK海力士达成多年期的技术合作协议，将合作推动全球AI数据中心下一代内存发展。黄仁勋表示，存储的供应短缺没有结束。整个行业供应链从晶圆到封装到硅光等环节，都陷入供应短缺，因为需求太多了，这种状况还将持续数年。SK海力士董事长崔泰源上周也谈到存储供应短缺，称供应瓶颈可能持续到2030年。他表示，预计SK海力士未来五年内整体产能将翻倍。(格隆汇)

Check Point Software Technologies ( CHKP ) announced on Monday that it has identified a security vulnerability affecting Remote Access VPN and Mobile Access functionality in certain configurations of its security gateway products. The cybersecurity firm's shares dipped nearly 2% during early trading hours on Monday. In its latest SEC filing , the company highlighted that it has released a software update that addresses this vulnerability. The firm also added that it is not aware of its network being impacted by this vulnerability as of the date of filing. However, the company warned that the vulnerability could be exploited, under certain circumstances, to obtain unauthorized access to environments in which the affected products are deployed. The company, in its filing, highlighted that it became aware of the vulnerability on June 4 and identified instances of unauthorized access to customer environments through its exploitation. The cybersecurity company said that it has initiated an investigation and is working to identify measures to remediate the vulnerability. Based on the available information and the investigation to date, the company has not determined that this matter is reasonably likely to have a material impact on the company, including its financial condition or results of operations. More on Check Point Software Technologies Check Point Software Technologies Ltd. (CHKP) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Check Point receives downgrade as firewall business remains under pressure: BofA Check Point falls after Q2 outlook miss, lowers 2026 revenue guidance

Lemon_tm/iStock via Getty Images Thesis This article is one of our alarms we are sounding for the US economy and the whole stock market, which is based on momentum and valuation levels we are observing, showing the signs of mania levels, which are the characteristics of the final stage of the bubble just before it pops. We have been warning for some time about the bubble forming, dangerous market leverage levels ( here, here ), and the dangerous situation of US finances ( here ). In this article, we are going to give another approach that, sadly, for the consumer, economy, and finally the market, strengthens our view even further, as it opens new risks that the market seems to completely ignore due to the time lag it normally has in transferring to the broader market. The Data We have strong evidence that we are at the start of another inflationary spike. We find that the PMI ISM Prices Index is a great leading indicator for inflation, something we will demonstrate in the chart following the cited report. We felt it was best to quote the entire report and bold the most concerning part. The ISM® Prices Index registered 82.1 percent in May, a decrease of 2.5 percentage points compared to its April reading of 84.6 percent, indicating raw materials prices increased for the 20th straight month . Five of the six largest manufacturing industries — Chemical Products; Machinery; Food, Beverage & Tobacco Products; Computer & Electronic Products; and Transportation Equipment — reported price increases in May. “The Prices Index reading is still being driven by (1) increases in steel and aluminum prices that impact the entire value chain, (2) tariffs applied to many imported goods and (3) increases in petroleum-based products as a result of the Middle East conflict. Higher prices were reported by 66.3 percent of respondents in May, down 4 percentage points from April’s 70.3 percent,” says Spence. A Prices Index above 52.8 percent, over time, is generally consistent with an incre...

Here's Why AMD Can Become a $1 Trillion Company by the End of the Year The Globe and Mail

NVIDIA closed major deals with LG and Doosan Group, sending NVDA stock more than 1.60% higher in pre-market.

格隆汇6月8日｜陕西省发展和改革委员会发布关于做好2026年迎峰度夏能源保供工作的通知。抓实煤炭稳产稳供。各产煤市发展改革部门要落实属地责任，督促煤炭企业在安全前提下依法合规释放先进产能，做到应产尽产、稳产增产。进一步压实煤炭企业保供主体责任，强化电煤中长期合同履约监管，迎峰度夏期间月度履约率不低于90%。铁路部门要强化运力统筹，优先保障电煤运输，对存煤偏低电厂实施精准保供。发电企业要严格执行电煤库存日报告制度，迎峰度夏前统调电厂存煤可用天数提升至20天以上，度夏期间存煤低于15天电厂动态清零。

欧盟委员会发言人鲍拉日·乌伊瓦里8日在例行新闻发布会上说，欧盟将启动总额900亿欧元的乌克兰援助贷款，首批贷款发放金额为91亿欧元。乌伊瓦里在回答记者提问时说，首批贷款中的59亿欧元将用于军事，32亿欧元将用于财政预算。相关技术细节正在最后敲定，预计于本月内发放。（新华社）

格隆汇6月8日｜香港天文台晚上9时35分改发红色暴雨警告信号。

The Japanese conglomerate plans to begin U.S. data center battery production by fiscal 2028, with a sales target of at least 950 billion yen

US stocks bounced back on Monday from the worst rout this year, as a selloff in technology stocks eased and traders assessed flaring tensions in the Middle East, which supported oil prices and energy shares. The S&P 500 Index jumped 0.7% as of 9:34 a.m. in New York, paring a slide last week sparked by robust employment data, which boosted expectations for tighter Federal Reserve policy. The Nasdaq 100 Index rallied 1.5% after the tech-heavy gauge posted its biggest weekly drop since April 2025. A basket of the so-called Magnificent Seven companies rose 0.3%, led by gains in Nvidia Corp ., which gained 1.7%. Micron Technology Inc. advanced 8.2%. Energy and fertilizer shares climbed, while travel stocks fell. Chevron and Exxon Mobil both rose more than 1%, while United Airlines and Delta Air Lines fell about 0.2%. The Philadelphia Semiconductor Index , home to chip bellwethers such as Nvidia, Intel Corp. and Advanced Micro Devices Inc. , soared 5%. Marvell Technology Inc. gained 9.6% and Flex rose 2.8% as the companies are set to replace Pool Corp. and Campbell’s in the S&P 500 before the market open on June 22. Campbell’s rose nearly 1% after the food company reported adjusted earnings per share that beat the average analyst estimate. Bond traders are wagering that inflation figures this week will show a surge in consumer prices, adding to pressure on the Fed to raise rates. Consumer-price figures, due Wednesday, loom as the next major catalyst . Fed officials are in a blackout period before their policy decision on June 17. “If today’s rebound holds, this could be another good ‘buy-the-dip’ moment for investors,” said Jimmy Lee , chief executive of The Wealth Consulting Group. The firm has been trimming exposure to Magnificent Seven companies and buying software shares and dividend-paying value shares, like industrials. However, “the inflation prints are crucial to keep traders from getting skittish about potential rate hikes.” The US stock market slumped Friday as ...

BOS Better Online Solutions ( BOSC ) announced on Monday that combined orders from the U.S. and India surged to $7.1M in the first five months of 2026, up from about $1.5M a year earlier. India orders rose to $4.3M, and U.S. orders reached $2.8M, with management highlighting both markets as key long-term growth drivers. Backed by strong order momentum, the company expects 2026 revenue to exceed $51M and plans to continue investing in both markets. Source: Press Release More on B.O.S. Better Online B.O.S. Better Online Solutions Ltd. (BOSC) Q1 2026 Earnings Call Transcript B.O.S. Better Online Solutions Ltd. (BOSC) Q4 2025 Earnings Call Transcript BOS Better Online Solutions secures $350,000 order extension Seeking Alpha’s Quant Rating on B.O.S. Better Online Historical earnings data for B.O.S. Better Online

‘A Falling Knife,’ Says Top Investor About Advanced Micro Devices Stock TipRanks

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WTI原油期货价格跌0.01%，报90.533美元/桶；布伦特原油期货价格涨0.68%，报93.720美元/桶。消息面上，伊朗武装部队哈塔姆·安比亚中央司令部8日宣布，“对以色列的军事打击行动告一段落”。以色列第12频道电视台8日援引以色列高级官员的话说，以色列应美国总统特朗普要求，暂停对伊朗的袭击。

Campbell's sticks to annual targets as US consumers tighten spending Reuters

Key PointsCRO Cyrille Jacquemet disposed of 9,433 directly-held shares for a transaction value of approximately $377,000 on May 26, 2026.

Corning and Amazon signed a multi-year agreement to provide fiber-optic infrastructure for Amazon's U.S. data center network.

Sundry Photography/iStock Editorial via Getty Images Western Digital ( WDC ) disclosed on Monday that it will issue 21.29M shares as part of previously announced exchange agreements with holders of its 3.00% Convertible Senior Notes due 2028. The exchange transactions involve approximately $858.4M aggregate principal amount of convertible notes being exchanged for a combination of cash and Western Digital common stock. Western Digital had announced the debt exchange agreements last week, with the latest filing providing the final number of shares to be issued in the transactions. The company said the exact share count was determined based on the average price of its stock during a two-day measurement period on June 3-4. WDC shares were up +3.7% at press time. More on Western Digital Western Digital Corporation (WDC) Presents at 2026 Evercore Global TMT Conference Transcript Western Digital: Not Worth 20x P/E Adjusting For The Sandisk Stake Western Digital: Strong Margins, AI Story Intact Energy, AI, Travel stocks lead large-cap growth list Western Digital enters into agreements with convertible note holders

(RTTNews) - Fair Isaac Corporation (FICO), a provider of analytics software, Monday announced that it has been authorized to repurchase up to $2 billion of its outstanding common stock. This new buyback program replaces the remaining availability under FICO's previous $1.5 billio

Hi, it’s Fareed Sahloul in London, looking at a multibillion-pound start to what could a big week for UK takeovers. Elsewhere, a new phase of dealmaking in Italian finance is beginning. Today’s top stories Intesa makes €30.6 billion Paschi bid in new Italy deal wave. Tate & Lyle accepts bid from Ingredion in loss for London. Drahi reaches €20 billion deal to sell French phone carrier SFR. China’s Moonshot AI seeks $30 billion value in new funding talks. Private markets elite gather in Berlin amid not-so-super returns. Deadline days UK dealmakers will be clearing their diaries in anticipation of a frantic week, with more than £15 billion of takeovers targeting London-listed companies about to come to a head. We got underway this morning with US-based Ingredion confirming our reporting that it’s agreed to buy ingredients maker Tate & Lyle for £2.7 billion. The price represents a nearly 60% premium to Tate & Lyle shares before news of the potential offer was revealed last month. Tate & Lyle is one of the oldest FTSE constituents and its sale will be another blow for the UK stock market, which is seeing its reputation as a financial destination for companies slip as more companies opt to IPO elsewhere, shift listings abroad or accept takeovers by overseas buyers. The coming days could see a handful of other London-listed names agree to be sold. Under local takeover rules, KKR and Energy Capital Partners have until Wednesday to decide whether they’ll improve on a roughly £5 billion proposal for energy group DCC. Thursday, meanwhile, is the deadline for testing group Intertek and its PE suitor EQT to announce if they’re proceeding with a £9.2 billion deal. Elsewhere, Providence, Epiris and Oakley face deadlines in their respective pursuits of Gamma Communications, a telecoms services group with a market cap of around £850 million; and Glenstone will need to state its intentions for Alternative Income REIT. We reported last month that the value of M&A targeting UK companie...

一起因私恨引发的投毒造成A股游戏公司掌门人身亡，凶手何以至此？ 【财新数据专稿】 “你能想象吗？是什么样的仇恨会让这个人赌上一家人的命运，拿自己的命去拼？”一名前游族影业高管如此形容5月被执行死刑的前游族影业首席风控官。 这些年，每每有人再打开许垚的朋友圈，都会说出类似的话，他的封面图是一张全家福：夫妇并排而立，两个孩子一个被背在肩头，一个靠在旁边，身后是一片让夕阳照得发亮的湖水，飘散着朦胧的光。

The State Street SPDR S&P Bank ETF (NYSEMKT:KBE) provides lower costs and higher yields, whereas the First Trust Nasdaq Bank ETF (NASDAQ:FTXO) offers a concentrated strategy that has delivered higher recent returns. Both funds offer targeted exposure to the U.S. banking sector but employ distinct weighting methodologies. While one focuses on a concentrated group of high-liquidity stocks using a multi-factor approach, the other provides a much broader view of the industry through an equal-weighted strategy. This comparison examines how these structural differences impact return profiles and risk metrics. 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

据湖北日报，6月8日上午，湖北省委副书记、省长李殿勋在武汉东湖新技术开发区调研脑机接口技术创新和产业发展时强调，要抢抓新一轮科技革命和产业变革的重大历史机遇，主动回应新时期人民群众对高品质生活特别是对健康快乐的新需求，充分发挥湖北科技教育、医疗健康等领域比较优势，坚持需求牵引和创新驱动，以系统观念科学务实推动全省脑机接口产业快速健康发展。李殿勋先后来到光谷国际脑机接口创新中心、武汉衷华脑机公司、同济医院脑机接口研究院，了解脑机接口技术攻关、成果转化、产业培育等情况，察看脑机接口产品试验试制和临床应用进展，并听取省相关部门工作汇报。

Corning stock rallied on news of a major agreement with Amazon as part of the tech giant's data center expansion.

格隆汇6月8日｜费城半导体指数开盘上涨5%，上一交易日暴跌10%。英伟达股价上涨2.43%，台积电股价上涨2.61%，博通股价上涨3.78%，美光科技股价上涨9.53%，超威半导体股价上涨3.28%，阿斯麦股价上涨4.95%。

Intel Jumps On Report Google Placed 3 Million TPU Foundry Order After last week's sharp sell-off in chip stocks , the latest attempt to keep the AI bubble inflated comes from a report by The Information, which says Google has placed an order with Intel to manufacture more than 3 million Tensor Processing Units in 2028. Google's TPU order with Intel is a big win for the struggling chip foundry as it tries to rebuild its empire in advanced chip production and compete with Taiwan Semiconductor Manufacturing Company (TSMC). The Information's Qianer Liu writes that TSMC's capacity constraints are turning into a boon for Intel as a backup manufacturer. She noted that several major AI chip designers, including Nvidia, are turning to Intel as a potential backup manufacturer, but no orders from CEO Jensen Huang have been placed yet, as there is a testing phase to determine whether Intel's technology can be used to produce advanced AI chips. The report from The Information sent Intel shares soaring in premarket trading, up nearly 12%. Shares had plunged into a bear market over the last month and were down about 9.5% last week. Shares of the VanEck Semiconductor ETF (SMH) were up nearly 5% in premarket trading. The Philadelphia Stock Exchange Semiconductor Index plunged 10% on Friday, the biggest one-day drop since March 2020. Among other notable movers: Nvidia +2.4%, AMD +2.8%, Micron +5.7%, Intel +2.5%, ARM +1.3%, U.S.-listed shares of TSMC +3.2%, Rambus +5.6%, Western Digital +4.3%, Marvell +8.7%, Microchip +2.9%, SanDisk +4.2%, Super Micro +5.8%, and Dell +1.5%. Tyler Durden Mon, 06/08/2026 - 09:35