Leaked AMD Zen 6 CPU benchmarks show impressive results OC3D

Cinefootage Visuals/iStock via Getty Images Invesco S&P MidCap Quality ETF ( XMHQ ) has the potential to offer stable returns over the long term, driven by its strategy of holding stakes in high-quality companies. Despite that, XMHQ may not be an ideal investment vehicle for aggressive investors who seek to earn market-beating returns in the current bull run. Year-to-date, the fund’s underperformance compared to the broader mid-cap index and aggressive strategies demonstrates its modest upside potential. The ETF's below-average returns during bullish conditions are in-line with my recent prediction . I maintain my hold rating for XMHQ because of its exposure to lagging sectors. Nevertheless, the ETF could be an attractive option for investors seeking to chase quality instead of market-beating returns. Favorable Market Trends Fueling Mid-Caps Rally S&P 500 versus S&P MidCap 400 Index (Seeking Alpha) In the first half of 2026, the mid-cap category has outperformed the large-cap indices amid favorable market trends. Year-to-date, the S&P MidCap 400 Index surged 15.5%, up from the S&P 500’s increase of around 9%. In the rest of 2026, the trend is expected to continue as investors are rotating out of expensive mega and large-cap tech stocks. So far in 2026, the mega-7 stocks struggled to trade in a positive territory. According to the Goldman Sachs' Prime Services group, the hedge funds are cutting their positions in mega caps at the fastest pace since 2016. Like other asset classes, the mid-caps are benefiting from investors rotating out of mega caps. The mid-cap category’s tailwinds, such as the rate cuts, cheap valuations, and strong earnings growth power, have been fueling a solid bull run over the past twelve months. Large, mid and small caps performance in easing rate conditions (Vaneck.com) One of the biggest catalysts for mid-caps is a low-interest rate relative to the past three years. As the mid-caps stand in the middle of their growth stage, they need cash to ...

格隆汇7月10日｜伊朗官方通讯社援引地方官员消息称，位于科纳拉克的伊朗海军基地遭到“敌人”袭击。

Humanoid robots have surgically removed the gallbladders from living animals in an unprecedented medical experiment—but not as autonomous machines capable of replacing human doctors. Instead, skilled human surgeons remotely controlled the robots’ movements in a new example of human-robot teamups. The teleoperated humanoid robots completed two minimally invasive surgeries by removing gallbladders from live pigs during a preclinical trial that was published in the journal Nature . If this approach eventually proves clinically ready for human patients, surgeons could use such humanoid robots to remotely perform robotic-assisted surgical care in smaller hospitals and clinics that lack the resources to install specialized but expensive surgical robots. “It's a fraction of the cost and it takes a fraction of the space in an operating room,” said Shanglei Liu , an assistant professor of surgery at the University of California San Diego School of Medicine, in an interview with UC San Diego Today . “So it’s easy to deploy, anywhere from rural areas, to the battlefield, and even to space.” Read full article Comments

You can see if ads on Google Search, Google Discover, and YouTube were made or edited using AI from a new section in Google's "My Ad Center," as reported earlier by TechCrunch . The update, announced on Thursday, adds a "created or edited with AI" label under the "how this ad was made" tab. Users can find it by tapping the three dots or info button on ads, which pulls up the same panel where you can also block or report ads. Google says it will automatically apply the AI label to any ads made with its own generative AI advertising tools, but AI ads made elsewhere will need to have the label applied manually. In some regions, Google's new AI … Read the full story at The Verge.

Source: Bloomberg, 5:60

Simulations Plus press release ( SLP ): Q3 Non-GAAP EPS of $0.30 beats by $0.07 . Revenue of $21.9M (+7.6% Y/Y) beats by $1M . More on Simulations Plus Simulations Plus: Better Quarter, Same Doubts Simulations Plus: Down Substantially, Not An Automatic Buy Simulations Plus Q3 2026 Earnings Preview Altaris to Acquire Simulations Plus for $375M Seeking Alpha’s Quant Rating on Simulations Plus

beekeepx/iStock via Getty Images There are some industries that I really just love writing about. The more boring and simpler a company or industry is, the more I enjoy digging into it. And you really don't get much more boring than the aggregates industry. One of the companies in this space that I have been bullish about is Knife River Corporation ( KNF ). Management describes the company as an aggregates-based, vertically integrated construction materials and contracting services company. The company boasts about 1.3 billion tons of aggregate reserves. And what's really awesome is the vertically integrated side of this. The company does not settle for only extracting and selling aggregates. About 35% of these support internal production of ready-mix concrete, asphalt, and more. The company also provides certain contracting services like heavy civil and concrete construction services. And as a firm that operates across 15 states, it does have regional reach at least. These attributes, not to mention continued growth of the business and a share price that is attractive compared to other similar firms, are exactly why I have been bullish about it. Back in April, for instance, I called it a compelling ‘buy’ candidate. I was drawn in by its robust growth and attractive valuation. But since then, the share price has fallen some, dipping 8.6% while the S&P 500 is up 9.2%. This is painful to say the least. But the good news is that, for those focused on the long haul, this just makes the company cheaper than it was previously. And with fundamentals still continuing to improve on the top line and the backlog for the company expanding, I see no reason not to maintain it as a ‘buy’ candidate right now. Backing Up The Truck Even though I do not own shares of Knife River Corporation, I can definitely understand why some investors would. In my last article about the business, I covered results through the final quarter of 2025. The only new data that is available since then inv...

PSQ Holdings ( PSQH ) will implement a 1-for-15 reverse stock split , effective July 13, 2026, with trading on a split-adjusted basis beginning the same day. The reverse split will reduce outstanding Class A common shares from ~50.35M to 3.36M. The move is intended to meet the NYSE's minimum share price requirement for continued listing. The company expects the higher share price to improve institutional investor appeal and potentially support FTSE Russell index eligibility. Outstanding equity awards and warrants will be adjusted proportionally, with public warrants becoming exercisable for 1/15th of a share at an exercise price of $172.50. More on PSQ Holdings PSQ Holdings, Inc. (PSQH) Q1 2026 Earnings Call Transcript PSQ outlines $8M annualized cash savings while targeting Brands sale agreement in H1 2026 PSQ Holdings GAAP EPS of -$0.12, revenue of $8.15B Seeking Alpha’s Quant Rating on PSQ Holdings Historical earnings data for PSQ Holdings

Linda Noskova had arrived at Wimbledon as one of the most dangerous young talents yet to make a grand slam breakthrough but the Czech completed that journey on Thursday, producing a clinical display to defeat Ukraine’s Marta Kostyuk 6-4, 6-4 and reach the first major final of her career. “I don’t know how I feel,” said Noskova. “It was a great match. I stayed calm the whole time, which was the main goal. But I always realise any success or a good tournament after it’s done. Right now, I am focusing on the final.” Continue reading...

据伊朗官方媒体报道：伊朗位于Konarak的海军基地遭到“敌人”袭击。

Markets looked beyond the Middle East to the promise of the AI revolution, including more capex and another record-breaking IPO.

It remains unclear how much of substance will change – and whether it will be enough to rebuild electoral coalition On the final day of Labour’s party conference in 2023, when the public was still reeling from the brutal Hamas attack on Israel just days before, Keir Starmer took to the airwaves for the traditional broadcast round – but gave one interview that would have particularly damaging fallout. Sitting down with LBC’s Nick Ferrari, the then opposition leader asserted Israel’s right to defend itself, a stance that was in line with the broad political consensus at the time. But then he also appeared to suggest it had “the right” to withhold power and water from Palestinian civilians. Continue reading...

WD-40 press release ( WDFC ): Q3 Non-GAAP EPS of $2.33 beats by $0.77 . Revenue of $195.1M (+24.3% Y/Y) beats by $22.3M . For fiscal year 2026, the Company expects net sales, excluding the impact of foreign currency fluctuations, to be between $652 million and $667 million vs. a consensus of $661.63M , representing growth of 6% to 9% compared with pro forma fiscal year 2025 net sales. Based on current exchange rates, reported net sales are expected to be between $675 million and $690 million, representing growth of 10 percent to 12 percent compared with pro forma fiscal year 2025 net sales. Gross margin is now expected to be between 54.5 percent and 55.5 percent. The revised outlook incorporates a 40-basis-point adjustment due to the reclassification of homecare and cleaning brands, along with an additional 60 basis points from higher-than-expected cost increases. The Company has implemented pricing actions and cost-saving initiatives, with the majority of the expected benefit anticipated in fiscal year 2027. Advertising and promotion investment is expected to remain approximately 6 percent of net sales. Non-GAAP operating income is expected to be between $107 million and $113 million, representing growth of 5 percent to 11 percent compared with pro forma fiscal year 2025 results. The provision for income tax is expected to be around 22.5 percent. Non-GAAP diluted earnings per share are expected to be between $6.05 and $6.35 vs. a consensus of $5.99 , based on an estimated 13.5 million weighted-average shares outstanding. This outlook represents growth of 6 percent to 11 percent compared with pro forma fiscal year 2025 results. More on WD-40 WD-40: A Smart Shift To Premium Products, But Not At This Valuation WD-40: Not Seeing Much Progress WD-40 Q3 2026 Earnings Preview These 10 mid-cap U.S. consumer staples firms rank among the sector's least attractively valued stocks Seeking Alpha’s Quant Rating on WD-40

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Societe Generale Americas Head of Research Subadra Rajappa, Longtail Alpha Founder Vineer Bhansali, CreditSights Head of US IG & Macro Strategy Zachary Griffiths, and Octagon Credit Investors CEO Gretchen Lam. (Source: Bloomberg)

September arabica coffee (KCU26 ) on Thursday closed up +38.10 (+12.30%), and September ICE robusta coffee (RMU26 ) closed up +302 (+8.07%). Coffee prices settled sharply higher on Thursday, continuing the volatile price swings seen this week. After Intercontinental Exchange (ICE) raised margin requirements for coffee futures trading earlier this...

SkyWest ( SKYW ) announced on Thursday that Wade Steel has been named president and chief operating officer of SkyWest Airlines, a wholly owned subsidiary of SkyWest. As president and chief operating officer of SkyWest Airlines, Steel will be responsible for the airline’s operational and fiscal success. He will oversee SkyWest Airlines leadership and continue reporting to Chip Childs , President and CEO of SkyWest. Steel joined SkyWest leadership in 2007 and served as Vice President — Controller of SkyWest Airlines from 2011 to 2014. He was named Executive Vice President of SkyWest in 2014 before becoming the chief commercial officer in 2015. As Steel assumes leadership of the airline’s operations and assets, Bryce Bailey has been named vice president of commercial contracts, where he will oversee the entity’s vendor and commercial agreements. He will continue to report to Wade Steel . “As SkyWest grows, these leadership appointments will help us continue to evolve and advance while holding fast to our core values of excellent service & quality, operational reliability, respect and teamwork, and always safety first,” continued Childs. “We look forward to the bright future ahead.” Source: press release More on SkyWest SkyWest's Cheap Valuation Leaves Meaningful Upside SkyWest: Undervalued Regional Leader With Durable Contracts And Strong Earnings Visibility SkyWest, Inc. (SKYW) Q1 2026 Earnings Call Transcript Goldman Sachs raises airlines' outlook, downgrades SkyWest on block hour guidance SkyWest anticipates 2026 GAAP EPS in the $11 area while preparing to launch the CRJ450 with United this fall

北京时间7月10日凌晨，美股周四收高。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139.02点，涨幅为0.27%，报52487.41点；纳指涨336.24点，涨幅为1.30%，报26206.89点；标普500指数涨60.95点，涨幅为0.81%，报7543.66点。 VanEck半导体ETF（SMH）攀升3%，其中 美光 科技领涨，涨幅达4.5%。 闪迪 大涨7.6%。 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

The US Department of Agriculture dramatically lowered its reported beef export sales for late June on Thursday, sparking fresh concerns about the quality of the agency’s data after staffing losses as part of the Trump administration’s reshaping of the federal government. USDA said exporters in late June sold a net 12,064 tonnes of US beef to foreign buyers, 90 per cent lower than the volume it originally reported ‌a week ago. Traders had largely dismissed USDA’s initial report as inaccurate....

格隆汇7月10日｜OpenAI：GPT‑5.6现已成为微软365 Copilot的首选模型。

Nurix Therapeutics press release ( NRIX ): Q2 GAAP EPS of -$0.81 misses by $0.08 . Revenue of $9.04M (-79.5% Y/Y) misses by $6.25M . Cash, cash equivalents and marketable securities were $443.5 million as of May 31, 2026, compared to $592.9 million as of November 30, 2025. More on Nurix Therapeutics Nurix Therapeutics Deal With Roche Is Worth Betting On Nurix Therapeutics: 'Strong Buy' Due To Roche Deal And Bexobrutideg Expansions Nurix Therapeutics, Inc. (NRIX) Discusses Strategic Collaboration for Development and Commercialization of Bexobrutideg for BTK-Mediated Diseases - Slideshow Kymera, Monte Rosa among gainers as Novartis inks deal for molecular glue drugs Biggest stock movers Monday: NRIX, INTC, and more

primeimages Wall Street advanced on Thursday as investors largely looked past ongoing tensions in the Middle East, with broad-based buying helping major indexes extend their recent gains. The technology-heavy Nasdaq Composite ( COMP:IND ) led the move higher with a gain of +1.3%, while the benchmark S&P 500 ( SP500 ) rose +0.8%. The blue-chip Dow Jones Industrial Average ( DJI ) added +0.2%. Seeking Alpha analyst Leo Nelissen of Main Street Alpha said the session highlighted investors' willingness to focus on underlying economic strength rather than geopolitical uncertainty. “The other day, I joked that if the Iran War were to get worse, the market would have to get back to ‘pumping’ semiconductor stocks,” Nelissen said, referring to the sector's role in supporting market performance during periods of heightened uncertainty. While semiconductor companies again posted solid gains, Nelissen emphasized that Thursday's rally was notable because participation broadened well beyond technology and artificial intelligence-related names. “Luckily, while semiconductor stocks did well, the market showed broad-based strength,” he noted, adding that investors increasingly appear willing to look beyond headlines surrounding the Iran conflict. Although Nelissen said he could not predict when hostilities would end, he argued the expanding market participation signals a broadening economy and the emergence of new investment opportunities outside the technology sector. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets 25 stocks up over 25% in 2026 that all analysts agree are Buys Slower AI payoff poses broad risks for markets and the economy, Apollo warns Citi sees the next Fed move as a hike and not a cut, amid reduced guidance US30Y tags a 7-week high and is on pace to post an 8th straight day of gains 20 dividend st...

These 2 Must-Watch Firms Could Get a Boost From Earnings ReportsAZZ (NYSE:AZZ) reported record fiscal 2027 first-quarter sales and raised its full-year outlook, citing strength in metal coatings demand, a ramping Precoat Metals facility in Washington, Missouri, and expectations f

PriceSmart Stock Eyes $220 as Chile Expansion Fuels GrowthPriceSmart (NASDAQ:PSMT) reported higher third-quarter sales and earnings for fiscal 2026, with management pointing to broad-based comparable sales growth, stronger membership trends and continued investment in new clubs,

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. What Joe is thinking about today Here are a few AI-related thoughts on my mind today: - One thing you often hear is that the big American AI companies (Anthropic and OpenAI) are under pressure from cheaper open source models. And that may be true, but there’s a few things to think about. One is that open source models are not “free” for the user the way, say, a traditional piece of open source software is or was. You still have to pay for the electricity and chips that you need in order run them. And also, the expensive closed-source frontier models face price competition from cheap closed-source models. - Today Meta announced a new model called Muse Spark 1.1 , mostly designed for coding and so-called agentic workflows, and the early pitch from the company is that it really wants to compete on price . Presumably there are plenty of enterprise workflows that don’t need cutting edge intelligence, and in theory companies will shop around for the cheapest option to get a specific task done. - You see all of these AI benchmarks out there, looking at things like how well various models can perform some software engineering task or whatever. And they’re all interesting, but by and large, you don’t see a lot of public price measurement. When I see these benchmarks, I don’t just want to know the percentage of time the task was completed successfully, I want to know how much it cost. There was an interesting post from DoorDash this week which stated that they get their be...

Erik Isakson EQT agreed to purchase Copia Power, which owns and operates integrated large-scale energy and digital infrastructure campuses across the U.S. EQT is buying the d ata center power and infrastructure firm from Carlye Group ( CG ), according to a statement on Thursday. Terms of the deal weren't disclosed. Earlier Thursday, the Financial Times reported that Carlyle is set to make more than a fivefold return from the sale. The transaction values Copia Power at $2.6 billion. The deal is expected to close by the end of the year. More on Carlyle The Carlyle Group Inc. (CG) Presents at Morgan Stanley US Financials Conference 2026 Transcript Carlyle Group: Cheaper Than Its Peers, But Not Yet A Buy The Carlyle Group: Undervalued Given Limited Private Credit Exposure 10 mega and large-cap financial stocks posting the weakest momentum trends Carlyle Group targets ~$15B for new flagship PE fund - report

格隆汇7月10日｜欧洲央行行长克里斯蒂娜·拉加德表示，她目前没有参加法国总统选举的打算，但希望在明年的法国大选期间，就欧洲未来发表自己的看法。拉加德称，欧洲需要被保护，欧盟是包括法国在内的成员国发展的重要框架。她表示，无论以何种身份，都将尽力推动公众认识到欧洲的重要性。此前，外界曾猜测拉加德可能提前离开欧洲央行、转投法国政坛。她承认这种可能性存在，但强调不会在欧洲央行面临重大挑战时离开岗位。

FOTOKITA/iStock via Getty Images Since I last checked on the Canadian miner Wheaton Precious Metals ( WPM ) in February, the stock is down by 26%. This comes as no surprise. Gold miners have all seen price drops since the start of the US-Iran war, which resulted in the subsequent drop in gold price. WPM has dropped by almost as much as other big gold miners by market capitalizations, Newmont Corporation ( NEM ) and Barrick Mining Corporation ( B ) since. Only Agnico Eagle Mines ( AEM ) has seen a bigger drop and Franco-Nevada Corporation ( FNV ) is down by less (see chart below). This isn't any solace though, since the drop is fairly big. On the other hand, it does provide a good entry point at a time when the company's fundamentals look good. Price Returns (Feb 18, 2026 - Present): WPM, NEM, AEM, B, FNV (Source: Seeking Alpha) Why the WPM Stock is Poised for an Uptick Wheaton already had a lot going for it when I last checked. Better-than-expected gold production, positive indications for this year and attractive market multiples compared to past averages all made a strong case for the stock. The only visible potential drag on the company was its acquisition of Peru's Antamina mine's silver stream. Since it could indicate a risk to earnings in 2026, a Hold rating on the stock followed. However, the company's Q1 2026 results showed little reason for apprehension. In fact, if anything it reinforces a positive outlook on the stocks, as covered in the four points below: #1. Buoyant gold price forecasts After seeing a 69% YoY increase in realized gold price in Q1 2026 to $4,849/oz, the company maintains its gold price assumption of $4,800/oz for the remainder of 2026. This is encouraging in that it's higher than the present gold price of around $4,100/oz and even the average level of $4,391/oz seen in Q2 2026, suggesting that gold can start rising once again. With the average gold price at over $4,600/oz for H1 2026, the yellow metal's price would have to average at $5,...

Results Consistent with Preliminary Ranges

Niles Investment Management founder and portfolio manager Dan Niles comes on Market Domination to explain why he believes AI is hitting a "speed bump," especially as companies pull back from tokenmaxxing practices and attempt to cut back on artificial intelligence costs.