国际油价短线直线拉升，WTI原油期货涨幅由1.3%扩大至2.82%，报90.69美元/桶。

Sundry Photography/iStock Editorial via Getty Images More than 50% of Americans believe artificial intelligence might cause someone in their household to lose their job, according to a poll conducted by Reuters and Ipsos. Those concerned were spread out evenly across gender, age and education levels, the survey said. Thirty-seven percent were not worried about potential job displacement due to AI, while 10% were unsure. The poll surveyed 4,531 adults across the U.S. It demonstrated that Democrats were more concerned, as 61% were worried over job displacement compared to 46% of Republicans. When it comes to regular usage of AI tools or chatbots, college graduates are more likely to employ the technology, as 50% said they use it regularly compared to 34% of people without degrees. In addition, 73% of Americans across the board were concerned over the right usage of AI. This was up from 68% in 2023. Salesforce enacts further headcount reductions A filing with the California regulators indicated that Salesforce ( CRM ) plans to lay off 86 employees across roles including general administration, product, sales and technology, according to Business Insider . Several roles in Washington state and outside the U.S. were also affected, according to people familiar with the matter. Salesforce ( CRM ) CEO Marc Benioff stands on the forefront of utilizing AI technology at his enterprise software firm. Salesforce was one of the first companies to offer AI agents through its Agentforce product. The rapid adoption of agents has provided extra impetus to the ongoing historic data center buildout. It has also led to significant layoffs within his company. Last September, speaking on The Logan Bartlett Show, Benioff said the use of AI agents had allowed him to reduce his workforce by 4,000 positions in the customer support division. "I've reduced it from 9,000 heads to about 5,000 because I need less heads," Benioff said. "There were more than 100 million leads that we have not called...

President Donald Trump's nominee to head the Bureau of Labor Statistics promised on Wednesday to safeguard the integrity of the agency that generates closely watched data measuring the labor market and inflation. "If confirmed, I will commit to maintain the integrity and independence of the BLS," Brett Matsumoto said in his Senate confirmation hearing. He'll succeed Erika McEntarfer, whom Trump fired in August 2025 after the BLS issued a weak July jobs report that also revised the prior two months' numbers down by 258K. Trump saw the downward revision as BLS's admission that the prior reports included major errors. However, the agency routinely revises the two prior months' data as it gets more complete data. In his opening statement, Matsumoto vowed that any changes made to BLS's data or methods will be approved by career staff at the agency. Such changes will also be communicated to the public before they take place, along with the research that supports the changes. "I believe strongly in the mission of the BLS to produce objective quality measures and analyses of labor market activity, working conditions, price changes, and productivity in the United States economy for public and private decision-making," he said. If confirmed, Matsumoto is taking over in an environment where response rates to surveys have been trending down. His priority is to pursue efforts to mitigate the falling response rates while researching alternative data sources that could supplement or replace traditional data, he said. Furthermore, Matsumoto added that he'll focus on improving transparency and communications with data users. He's also interested in improving the BLS's measurement of the effect of new technologies, such as artificial intelligence. Matsumoto isn't the first candidate that Trump nominated for BLS Commissioner. Last August, the president nominated EJ Antoni, chief economist at the conservative Heritage Foundation, to lead the BLS. In October , he withdrew that nominatio...

通用技术学院（Universal Technical Institute）于6月10日宣布，任命John Balderree为其新设盐湖城校区的校长。该校区计划于2027年正式开放，是UTI北星战略第二阶段的重要组成部分，旨在填补美国技术工人短缺问题。 Balderree在教育管理领域拥有丰富经验。他此前在BYU Pathway Worldwide担任高级职务，负责学生服务与体验项目，致力于扩大教育机会和改善学生成果。他还曾在Western Governors University担任领导职务，并拥有UTI和DeVry Education Group的工作经历，涉及招生、运营和学生保留等领域。 UTI部门总裁Tracy Lorenz表示，Balderree在推动学生成功和领导高绩效团队方面有着良好的记录，他的经验和领导力将在盐湖城校区启动及扩大该地区职业教育机会的过程中发挥重要作用。 盐湖城校区位于西乔丹市River Point Plaza，占地面积近11.3万平方英尺，满负荷时可容纳超过3000名学生。该校区将提供航空维修技术、汽车与柴油技术、电气与工业维护技术、电气电子与工业技术、电气机器人与自动化、暖通空调以及焊接等培训项目。 此次任命是Universal Technical Institute， Inc．多年期北星战略的一部分。该战略旨在通过增长、多元化和优化来解决美国技术工人短缺问题。目前战略已进入第二阶段，计划在2026年至2029年间每年开设多个校区，并在现有校区推出新项目。 关于Universal Technical Institute： Universal Technical Institute， Inc．成立于1965年，是美国领先的劳动力解决方案提供商，通过UTI和Concorde Career Colleges两大部门为全国学生、合作伙伴和社区提供高质量教育和支持服务。UTI部门目前在九个州运营16个校区，提供交通运输、技术行业、电气和能源等领域的培训项目。Concorde Career Colleges在八个州运营18个校区并提供在线教育，专注于 联合健康 、牙科、护理、患者护理和诊断等领域。 责任编辑：张俊 SF065

hapabapa/iStock Editorial via Getty Images Look‚ I think now is the time to considerably go long Chevron Corporation (NYSE: CVX )․ For someone like me who likes to look for asymmetric risk-to-reward setups‚ CVX is easily one of the best large-cap energy plays in the current macro setup. You see‚ we've had the biggest energy supply cut in years. The Strait of Hormuz has been shut down effectively since the last days of February 2026․ And yet‚ the market is treating Chevron as if oil prices will crash tomorrow. Don't you think that's inconsistent? The fact that Chevron's sitting on $186․45 billion of stockholders' equity‚ has generated $33․9 billion in cash from operations in 2025‚ and returned record $27․1 billion to shareholders in 2025 tells me that the company's executing at a very high level. I want numbers‚ not fairy tales about energy transition killing oil demand․ And the numbers clearly win․ Their Chevron 2025 Annual Report shows their net income was $12․3 billion‚ adjusted free cash flow was $20․2 billion‚ and capital and dividend breakeven was below $50 Brent. This is just a fortress balance sheet with a margin of safety most investors are sleeping on․ With 39 years of dividend increases‚ the Hess acquisition now complete‚ Guyana's Stabroek Block coming online‚ and management guidance for the next 5-7 years boasting more than 10% CAGR adjusted FCF and EPS growth through 2030‚ the downside is protected and upside is asymmetric. With that in mind‚ and while there are risks I will outline‚ it is fair to give CVX a Strong Buy rating at current levels of $187․5․ About Chevron Chevron is one of the world's largest integrated oil and gas businesses and does a little bit of everything: they drill for oil (upstream)‚ refine it‚ sell gasoline and chemicals (downstream)․ They have assets in the Permian Basin in Texas‚ the deepwater Gulf of America‚ the giant Tengiz field in Kazakhstan‚ Leviathan gas project offshore Israel‚ and now Guyana from last year's acquisition ...

PM Images/DigitalVision via Getty Images With inflation re-accelerating and appearing likely to remain higher for longer, it is more important than ever to be able to find dividend growth machines ( SCHD ) that combine attractive current yields with consistent dividend growth over the long term. This is especially true for investors who want to live off the cash flow from their dividends either today or in the very near future. With that in view, in today's article, I'm going to share three companies that combine attractive current dividend payouts with a durable dividend growth outlook for the foreseeable future. A World-Class Alt Asset Manager The first opportunity I am going to discuss is Brookfield Asset Management Ltd. ( BAM ). It is a world-class alternative asset manager that is well diversified across numerous business lines, including infrastructure, energy, private equity, real estate, and credit. In particular, BAM focuses on hard assets that provide essential value to the industries where they operate, including assets like hydropower plants, nuclear reactors, world-class real estate assets in the world's greatest cities, and other essential infrastructure and related businesses. Even in its credit segment, it puts a special emphasis on loans that are backed by quality real estate. This sets it apart from many of its alternative asset management peers, whether it be KKR & Co. ( KKR ) and especially Ares Management Corporation ( ARES ), Blue Owl Capital Inc. ( OWL ), and even Blackstone Inc. ( BX ), which have gone heavily into direct lending, including to software companies, thereby helping to insulate BAM from many of the current headwinds facing the space. On top of that, it has a very stable fee stream, with 87% of its fee-earning capital classified as either long-term, permanent, or perpetual in nature. On top of that, it has strong growth momentum, with its fee-related earnings up 11% year-over-year in Q1. Over the last 12 months, its FRA is up 18%....

The apparel stock has plummeted 40% this year.

Sheer hype often inflates the apparent value of a company that's about to go public. At the very least, it's easier to determine what an older, well-established stock is worth.

Key PointsThe buzz surrounding SpaceX's impending IPO has generated a great deal of early buying interest.

Key PointsLululemon recently reported earnings, and its numbers weren't great, showing just minimal growth.

Dan Dreyfus, founder of Borneite Capital, warned on the All-In Podcast that America’s grid is in such poor shape that blackouts, when power is completely lost, and brownouts, when voltage is reduced, and electricity becomes less reliable, are coming from ordinary electrification alone. AI data centers are layering onto an existing problem. A Grid Frozen ... Expert Warning: America’s Grid Is So Far Behind, Blackouts Are Coming Even Without AI

Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and NVIDIA (NASDAQ:NVDA) shares are down 3% to $202. The intraday selloff extends a rough stretch for AI-hardware leaders. No single catalyst fully explains the slide. Three overlapping ... Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens

Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens 24/7 Wall St.

Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens Yahoo Finance

格隆汇6月10日｜美国总统特朗普：将对伊朗进行强力打击。我们有权恢复对伊朗的打击。伊朗应该签署这份协议，这是一份不错的协议。希望与伊朗达成一项有意义的协议。

美国总统特朗普：将沉重打击伊朗。 将“非常猛烈地”袭击伊朗。 伊朗击落了我们的直升机，我们“有权”恢复袭击伊朗。 （我）希望与伊朗达成一份实质性的协议。 伊朗应该签订协议，这（实在是）一个很好的协议。 不知道他们在做什么。

Federated Hermes Premier Municipal Income Fund于6月10日宣布，该基金将于2026年7月1日向股东派发每股0.045美元的月度股息。基金旨在为投资者提供免征常规联邦所得税及替代性最低税的当期股息收入。 根据公告，本次分派的股权登记日及除息日均为2026年6月23日，应付日期为2026年7月1日。每股派息金额为0.045美元，与上月持平。 Federated Hermes Premier Municipal Income Fund是一只多元化的封闭式管理投资公司。根据其投资策略，该基金通常将至少90%的总资产投资于免税证券，并将至少80%的总资产投资于投资级免税证券。基金可将其总资产的至多20%投资于低于投资级别（但不低于B级）的免税证券。在久期管理方面，基金保持十年至三十年的美元加权平均投资组合期限，以及十三年或更短的美元加权平均存续期。 该基金的投资顾问为Federated Investment Management Company，其目标是使基金分配的至少80%的收入免征联邦常规所得税。 Federated Hermes， Inc．是全球领先的主动型责任投资管理公司，截至2026年3月31日，管理资产规模达9071亿美元。公司为全球超过11，000家机构及中介机构提供涵盖股票、固定收益、另类/私募市场、多元资产及流动性管理策略在内的投资解决方案，客户包括企业、政府实体、保险公司、基金会、捐赠基金、银行及经纪交易商。公司总部位于匹兹堡，在伦敦、纽约、波士顿及全球多地设有办公室，员工总数超过2000人。 分析人士指出，FMN作为封闭式市政收益基金，其每月派息稳定的特点对寻求避税收入的投资者具有一定吸引力。基金维持每月0.045美元的稳定派息已持续相当周期，体现出其底层免税债券组合产生的现金流相对稳健。 责任编辑：张俊 SF065

Canadian government bonds rallied across the curve after the Bank of Canada held its policy interest rate steady and Governor Tiff Macklem described the economy as “weak.” The yield on benchmark two-year Canadian debt was down to 2.836% shortly after 11:30 a.m. New York time. Earlier in the day, it traded as high as 2.882%. Macklem said policymakers are watching to see whether higher energy prices leader to broader inflation pressure. In that case, “there may be a need for consecutive increases in the policy rate,” Macklem said, echoing a statement from the previous rate decision on April 29. But bond traders appeared to dismiss that threat. “It’s a bit surprising that Macklem largely repeated the language used in April, given the persistent weakness in Canadian economic indicators and the tame nature of underlying inflation,” Royce Mendes , head of macro strategy at Desjardins Securities, said in a note. “That said, markets aren’t taking the bait this time.” Macklem told reporters that officials don’t believe the economy is in recession, though output has contracted for two quarters in a row.

bo feng/iStock via Getty Images By James Knightley , Chief International Economist, US Core inflation better behaved than expected The May consumer price inflation report rose 0.5% month-on-month/4.2% year-on-year at the headline level, as expected, but core inflation was a touch softer at 0.2%MoM/2.9%YoY versus the 0.3% consensus forecast and the 0.4% print from April. To three decimal places, it was a 0.208% core CPI MoM print. Prior to the release, there was a clear skew in economists’ forecasts towards the prospect of a 0.2% outcome being more likely than a 0.4% outcome. Nonetheless, the chart below shows that the MoM rates continue to run hot relative to the 0.17% MoM trend that is needed to bring the annual rate of inflation back down to 2%. As such, market reaction is fairly muted, though, with 10Y yields down around 3bp and Fed rate hike expectations for 2026 being pared back to 25bp from 28bp. Government shutdown effects unwind The details show a 7% MoM jump in gasoline prices did the damage at the headline level, but this should reverse in the June CPI report given that gasoline prices nationally are back down to $4.15/gallon after averaging $4.50 through May. Airline fares were also a strong upward influence, rising 2.7% while education rose 0.8% and other goods and services rose 1%. Counteracting these components, we saw a 0.3% price drop for new vehicles while housing, which has a 44% weighting within the inflation basket, rose just 0.2% MoM. Remember it had jumped 0.7% MoM last time due to survey methodology that uses a sample panel that rotates on a six-month time frame. Because the Bureau of Labor Statistics entered a 0% outcome for October – when the government shutdown prevented any survey from being conducted – there was 'payback' in the April report. That effect has now unwound. Waning tariff, rents and wage rates can help to mitigate energy threats Looking ahead, the housing components should show inflation pressures moderating further with priv...

负责决定瑞典人如何投资大部分养老金储蓄的最高官员表示，他反对向养老金储户开放私募市场基金投资渠道。 当被问及瑞典的个人账户养老金体系是否可能向包括私募信贷在内的这类资产开放时，瑞典基金遴选局（Swedish Fund Selection Agency）负责人Erik Fransson在接受采访时表示，“我看不到这种可能性 —— 即便有可能，那也是很久以后的事。”他表示，“具有每日流动性的私募市场结构通常容易带来麻烦。” 该机构简称为FTN，负责决定哪些资产管理公司和基金可以进入瑞典所谓的个人账户养老金平台。FTN代表储户监管约3万亿瑞典克朗（3150亿美元）的资产。这些储户必须将工资的2.5%缴入该体系，但可以在获批基金中自行选择投资去向。 Fransson表示，获得私募市场敞口的更好方式，是通过AP7等专业管理的投资工具；AP7为国有机构，负责投资养老金储户2.5%缴款中未自行选择投资的那部分资金。 “极少有个人投资者有能力识别合适的私募市场投资，或充分理解风险与回报之间的平衡，”他表示。 过去几年，瑞典在多起欺诈丑闻导致数人入狱后，收紧了养老金储户可投资基金的审批规则。瑞典于2022年设立FTN，以确保对基金及其提供方进行筛选。 尽管全球投资者一直在加大对私募市场的资金配置，但这一资产类别也受到审视。近期一些私募信贷基金因赎回请求有时超过季度上限而采取限制赎回措施，进一步引发外界质疑，尤其是关于这类产品是否适合散户投资者。 在美国，监管机构正提议修改规定，可能使401（k）计划更容易投资私募股权和私募信贷；英国已推出改革，旨在增加养老金对私募资产的投资。 “即使能够满足每日估值和流动性的技术要求，我仍会对这种结构在长期以及市场承压环境下的稳健性有所保留，”Fransson表示。 责任编辑：丁文武

lixu/iStock via Getty Images It's always good to revisit good stocks as time goes by, and Compass Group ( CMPGY ) is one of them. I had covered it twice in recent years, and after a rally of ~150%, I decided to keep it on the ' Hold ' list. But not because operations had deteriorated. Simply because growth slowed and the valuation became asymmetrical. Along the way, they scooped Vermaat —a Dutch hospitality and catering company—but I maintained the same rating. Well, looking back, I don't regret any of that. Compass delivered a total return of ~9% in just over a year, underperforming the S&P, which rose almost 30% in the same stretch. Here you can clearly see why I mentioned the 'plateau' back in March of last year: Seeking Alpha Even though it's the largest foodservice company in the world, Compass was also outperformed by Aramark ( ARMK )—which I told you was the cheapest of all its peers at the time— and Sodexo ( SDXAY ). But you know what caught my attention this time? SA Quant flagged it as a 'Strong Buy' after also pinpointing a 'Hold' for a long time, thanks to stronger EPS revisions and profitability well above its peers. Seeking Alpha Is it time to change the rating here? What's New at Compass Group? Let's start with the simplest thing. The headline the company released was that in H1 FY 2026 revenue grew 9% (7.2% organically) to almost $25 billion, with a 12% bump in EBIT reaching ~$1.8 billion (+20 bp in EBIT margin to 7.4%). Earnings Presentation It still seems like a compounder to me. But then you can see that they are growing faster than they historically did, as the CEO rightly said (from ~3% year-over-year organically to something between 4 and 5% for the whole year). This compares with our historic average of 3% when growth was largely driven by North America and international was broadly flat. Today, net new is more balanced, with international performing on par with North America, which continues to fire on all cylinders. And even though we are in...

matejmo/iStock via Getty Images When looking through stocks that could give me exposure to gold, I have stumbled on Seabridge Gold Inc. ( SA ), which is not really a normal gold miner. I could not value it either through P/E, EBITDA, or current cash flow. Mainly because the company still does not have any production and operating cash flow, investors are buying its project quality and the possibility that this asset in the future will be monetized through a partner with bigger project financing solutions. Interestingly, I am quite bullish on this company, even though I see it as a very speculative and very risky play. The asset that the company has I will call KSM, which to me looks too big for the market to ignore. In short, KSM has around 47.3 million oz of gold and 7.3 billion lb of copper, which are proven and probable reserves, while they are not producing yet, but I believe that it might be a large-scale development and asset optionality story here. Not A Normal Gold Stock I am going to start my thesis by stating that this company is not a normal gold producer, especially when comparing it to other gold miners, and anyone deciding to invest should understand the speculative nature of this company. For other mining companies, I would look for quarterly production, AISC, free cash flow, dividends, and debt reduction, but this company has neither. Mainly because investors are buying a speculation, a long-term asset in Canada, and the potential that this asset will become more valuable if gold and copper remain strong or if they get a major partner. For me, this makes the stock interesting, but as I said, it is a risky one. A producer can survive a weak cycle through its cash flow, while I believe this company does not have this kind of safety. Kerr-Sulphurets-Mitchell The main reason why I believe that Seabridge Gold is even worth watching is its KSM project . This is not a small exploration asset, as KSM is looking like one of the biggest undeveloped gold-copper...