根据乘联会最新统计数据，特斯拉上海超级工厂5月交付超8.5万辆电动车，创2026年单月交付新高，同比增长39.4%，环比增长8%。上海超级工厂作为特斯拉全球最大出口中心，交付量占全球总交付量的一半以上。由上海工厂生产的大六座豪华SUV Model Y L正在加速交付给新加坡、澳大利亚、韩国、泰国、菲律宾等多个亚太市场。（上证报）
根据乘联会最新统计数据，特斯拉上海超级工厂5月交付超8.5万辆电动车，创2026年单月交付新高，同比增长39.4%，环比增长8%。上海超级工厂作为特斯拉全球最大出口中心，交付量占全球总交付量的一半以上。由上海工厂生产的大六座豪华SUV Model Y L正在加速交付给新加坡、澳大利亚、韩国、泰国、菲律宾等多个亚太市场。（上证报）
The market is probing the zone where the prevailing positives driving stocks higher could cross the line into too much of a good thing. This is not about the pace of index gains, the S & P 500's near-20% run off the March 30 low or the nine straight winning weeks. It's more a matter of the genuinely supportive fundamental, technical and macro drivers around earnings growth, semiconductor leadershi...
The market is probing the zone where the prevailing positives driving stocks higher could cross the line into too much of a good thing. This is not about the pace of index gains, the S & P 500's near-20% run off the March 30 low or the nine straight winning weeks. It's more a matter of the genuinely supportive fundamental, technical and macro drivers around earnings growth, semiconductor leadership and generous credit conditions that could soon overshoot in a way that drags on returns from here. Corporate profits Bullish strategists are correct in pointing out that the S & P 500's advance has been substantiated by a stupendous acceleration in reported earnings. Largely (but not entirely) due to the historic level of spending on AI infrastructure and massive uptake of cloud services, S & P 500 earnings this year are now projected to rise by more than 22%, up from 17% on March 31. Such a pace of profit acceleration is genuinely rare outside of periods when companies are emerging from recessions or other macro shocks. True, some if the upside surprise has come from non-operating gains on holdings in huge, private AI pioneers, but not all of it. This earnings surge has enabled the index to rise 10% since its former peak on Oct. 29 while compressing its forward price/earnings multiple to 21.4 from above 23 six months ago. "Stocks follow earnings" is one of the most wholesome and reassuring maxims in the investor phrasebook. Yet beyond a certain point, earnings rising at this pace can begin to lose their ability to carry share prices higher, the same way that high-protein diets are beneficial but extreme "protein-maxing" can be harmful. Ned Davis Research U.S. equity strategist Ed Clissold points out that "when year/year earnings growth has exceeded 20%, S & P 500 returns have been weak. The reason is that investors anticipate that companies will not be able to maintain such rapid growth." Specifically, in the past 100 years, when profit growth was running above 20%, annu...
Officials say law will improve migration management by allowing more deportations of undocumented people EU politicians have promised to increase deportations of undocumented migrants, under a new law that critics say mimics elements of the Trump administration’s brutal immigration crackdown. Finalising a key element of an overhauled EU asylum and migration system, politicians have agreed a regula...
Officials say law will improve migration management by allowing more deportations of undocumented people EU politicians have promised to increase deportations of undocumented migrants, under a new law that critics say mimics elements of the Trump administration’s brutal immigration crackdown. Finalising a key element of an overhauled EU asylum and migration system, politicians have agreed a regulation that will enable national authorities to raid people’s homes to enforce deportation orders. Continue reading...
Alphabet said it would issue $80 billion of equity, including $10 billion of stock to Berkshire Hathaway as it funds its huge AI computing infrastructure buildout. Alphabet said it plans to issue $30 billion in concurrent underwritten public offerings consisting of $15 billion of mandatory convertible preferred stock and $15 billion in its class A and class C common equity. Another $10 billion of ...
Alphabet said it would issue $80 billion of equity, including $10 billion of stock to Berkshire Hathaway as it funds its huge AI computing infrastructure buildout. Alphabet said it plans to issue $30 billion in concurrent underwritten public offerings consisting of $15 billion of mandatory convertible preferred stock and $15 billion in its class A and class C common equity. Another $10 billion of stock will be sold to Berkshire in a private placement.
Nebius Group (NASDAQ: NBIS) has been winning big from the artificial intelligence (AI) data center boom, and that's not surprising, as the company plays a central role in the AI infrastructure ecosystem. Nebius is a neocloud provider that builds dedicated AI data centers equipped with powerful graphics cards. Not surprisingly, Nebius is growing at a stunning pace, as hyperscalers and AI companies ...
Nebius Group (NASDAQ: NBIS) has been winning big from the artificial intelligence (AI) data center boom, and that's not surprising, as the company plays a central role in the AI infrastructure ecosystem. Nebius is a neocloud provider that builds dedicated AI data centers equipped with powerful graphics cards. Not surprisingly, Nebius is growing at a stunning pace, as hyperscalers and AI companies have been lining up to rent cloud computing capacity from the company. Investors, however, may be wondering if it still makes sense to buy this cloud computing stock following its stunning rally this year. After all, Nebius is now trading at 80 times sales. That's quite exorbitant compared to the tech-focused Nasdaq Composite index's price-to-sales ratio of 5.6. However, a closer look at Nebius' revenue pipeline, business model, and the overlooked opportunities it can capitalize on indicates that it is still undervalued. Continue reading