A Polymarket advertisement in a subway station in New York, US, on Thursday, Feb. 5, 2026. Michael Nagle | Bloomberg | Getty Images Prediction market platform Polymarket has completed its first block trade on an artificial intelligence compute infrastructure-related contract, the company shared exclusively with CNBC. The six-figure transaction was between FalconX, a digital asset brokerage, and Anera Labs, a trading technology startup. FalconX and Anera Labs traded on a contract related to the Ornn Compute Price Index, a benchmark that tracks Nvidia's H100 GPU chip rental pricing. "Prediction markets are emerging as one of the most powerful venues for institutional block trades, and this transaction is proof," said Brooke Rizzetto, head of institutional liquidity at Polymarket, in a statement. "Seeing an institutional counterparty use Polymarket to hedge real GPU compute exposure at scale is exactly the future we have been building toward." The announcement comes just over a month after Kalshi, Polymarket's chief rival, completed the first block trade on any prediction market platform. However, Polymarket in a statement noted that this was the first institutional prediction market trade on-chain, as the company's international platform operates on the Polygon blockchain. Shayne Coplan, chief executive officer of Polymarket, on the floor of the New York Stock Exchange (NYSE) in New York, US, on Thursday, Nov. 13, 2025. Michael Nagle | Bloomberg | Getty Images Polymarket's international exchange is separate from its U.S. platform, which launched in December after it was prohibited from operating in the country in 2022 for not properly registering with regulators . The Commodity Futures Trading Commission — the federal regulator for prediction markets — and the Department of Justice in July dropped their investigations into the company without charges. The CFTC regulates Polymarket's U.S. platform. While individual traders have led to prediction market volumes surging ...

US stocks declined before the bell on Tuesday as traders parsed the latest developments in the Middle East. Futures for the S&P 500 Index declined 0.2% at 8:14 a.m. in New York, pausing an eight-session rally — its longest streak of gains in more than a year. Meanwhile, contracts for the technology-heavy Nasdaq 100 Index slipped 0.1% . Brent crude fell 1.5% to $ 93.60 a barrel. “We appear to be moving towards a memorandum of understanding,” said Rupert Thompson, chief economist at IBOSS. “However, it still feels like two or three steps forward and one step back,” he added, referring to the skirmishes between the US and Iran as well as fighting in Lebanon. President Donald Trump remained optimistic on the US being able to reach an interim peace deal with Iran soon, even after Tehran had threatened to suspend talks because of Israel’s escalating attacks in Lebanon. Speaking to ABC News on Monday, Trump said a memorandum of understanding with Iran to reopen the Strait of Hormuz could be reached “over the next week.” Separately, he said discussions with the Islamic Republic were continuing “at a rapid pace.” Developments on Monday highlighted how fragile things are in the Middle East. An intervention from Trump led to Israel and Hezbollah agreeing to stop fighting. “Attention will now shift to the new round of talks between Israel and Lebanon,” CIC economists including Benoit Rodriguez and Anne-Lise Cornen wrote in a note published on Tuesday. “Beyond the discussions between Lebanon and Israel, negotiations between Washington and Tehran have still not been successful. With each passing day, uncertainty persists and oil prices remain high, exacerbating the economic consequences.” AI Keeps Winning Meanwhile, the rally in artificial-intelligence beneficiaries continued, with Hewlett Packard Enterprise Co. surging 28% in premarket trading after reporting results. The company’s outlook for annual sales topped estimates, for which it cited massive growth in AI-fueled demand f...

There are moments in investing where you look at what is happening in the world around you, and a simple company just clicks into place as the obvious beneficiary. For me, in 2026, that company is Sandisk Corporation (NASDAQ:SNDK), and the thesis comes down to something I genuinely believe: the AI data center buildout is ... Why Sandisk Corporation Is My Favorite Stock Idea Right Now

帝科股份公告，公司及子公司浙江索特材料科技有限公司因侵害发明专利权纠纷分别起诉浙江光达电子科技有限公司、江苏日御光伏新材料股份有限公司、苏州晶银新材料科技有限公司和浙江凯盈新材料有限公司，涉及4起重大诉讼案件，已获法院受理。

Intel Corporation (INTC) Stock: New Xeon 6+ and AI Cloud Plans Unveiled at Computex 2026 CoinCentral

Daan Struyven, co-head of global commodities research at Goldman Sachs, says the global economy and oil markets may go through an “empirical discovery process” if diesel inventories reach critical levels as he discusses price risks and weakening demand from the closure of the Strait of Hormuz. (Source: Bloomberg)

(RTTNews) - Early trends from the U.S. Futures suggest that Wall Street might open lower on Tuesday.

Israel kills 8 in Lebanon, a day after Trump said Israel and Hezbollah will de-escalate Idaho Press

格隆汇6月2日｜6月2日，TCL科技披露《TCL科技集团股份有限公司2026年合伙人持股计划(草案)》。 根据公告，本次持股计划旨在进一步完善与稳定公司治理机制，提升公司整体价值；强化关键少数人员使命感及责任感，持续巩固公司所处行业地位；以及进一步完善薪酬激励体系，实现激励约束并重。 本期持股计划参加对象的范围为公司核心人员，设置公司关键业绩指标、下属经营单位关键业绩指标及持有人个人绩效考核指标三层考核目标。 值得留意的是，公司同期发布的关于调整公司2025年员工持股计划相关事宜的公告指出，公司核心管理人员享有的员工持股计划归属额度持股锁定期及解锁安排，由原“锁一年、分两年归属/解锁”变更为“锁五年，期满后一次性解锁”，强化公司与核心管理人员绑定。 同时，本期合伙人持股计划拟与公司第一大股东李东生先生签署《一致行动协议》，同意在中国法律或《公司章程》规定的须由股东行使股东权利的相关事项中与李东生先生保持一致行动。

MLCC能否复刻存储的成长逻辑，彻底弱化周期波动，开启长期高景气的全新发展周期。 6月2日，A股MLCC（多层陶瓷电容器）板块延续强势上涨态势，板块指数单日涨幅超9%，达利凯普（301566.SZ）20cm涨停，风华高科（000636.SZ）涨超8%，火炬电子（603678.SH）、鸿远电子（603267.SH）等多股涨停。其中，行业龙头风华高科与三环集团（300408.SZ）股价自5月以来均实现翻倍，当日更是双双创出历史新高。高盛在最新研报中表示，随着AI服务器与端侧AI需求共振，MLCC已成为AI服务器物料清单中仅次于GPU和存储芯片的第三大成本项。 存储芯片在本轮AI浪潮中完成了从周期股到成长股的华丽转身，这也引发市场热议：同样被AI彻底改变需求逻辑的MLCC，是否会成为电子行业下一个被重估的赛道？ AI需求井喷，MLCC迎来全局性量价齐升 自5月初以来，A股MLCC板块开启了一轮凌厉的上涨行情。6月2日，东方财富MLCC指数大涨9.17%，报5876.23点，4月以来累计上涨94%。 风华高科从5月6日的收盘价24.81元起步，短短20个交易日大涨138.38%，6月2日该股再创历史新高，报收59.91元。三环集团4月以来累计涨幅达155.75%，6月2日盘中创出历史高点138.18元，总市值突破2500亿元。此外，达利凯普、利和兴（301013.SZ）、国瓷材料（300285.SZ）等产业链相关公司也均录得不菲涨幅。 火炬电子6月2日晚间发布股票交易异常波动公告称，自2026年5月6日至2026年6月2日收盘，公司股票区间涨幅为80.28%，日均换手率为6.01%，短期上涨幅度较大。敬请广大投资者注意投资风险，理性决策，审慎投资。截至2025年底，公司自产MLCC业务收入占主营业务收入的比例约为17%，在算力基础设施方向的应用尚处于培育期，相关业务收入占比极低，对公司业绩影响有限，相关业务推广存在较大不确定性。 本轮MLCC行情的核心驱动力，来自AI算力升级带来的需求爆发式增长。与传统服务器相比，AI服务器对MLCC的需求呈现出“量价双升”的特征。普通服务器单机MLCC用量仅为1800~2500颗，而8卡AI服务器用量飙升至20000颗，单GPU对应MLCC用量达到2500颗。随着英伟达新一代Rubin架构的推出，这一数字还将继续攀升。据行业分析机构Sem...

The fact that quantum computing firm Quantinuum ( QNT ) increased the size of its initial public offering is a sign that the sector is “broadening out,” Wedbush Securities said. “While we would note that the aforementioned valuation represents a meaningful step-up from the company's previous ~$10B private valuation set last year (Sept 2025), or a roughly 43% increase in valuation, we would note that publicly traded peers like IONQ, RGTI, and QBTS are up between 70% and 100% over that same time frame, suggesting either that 1) Quantinuum is not perceived as having progressed at the same rate, or that 2) Quantinuum is being undervalued,” Wedbush Securities analyst Antoine Legault wrote in a note to clients. “We would lean towards the latter, given that quantum computing stocks have tended to move in tandem with high cross-correlations across the group, suggesting that Quantinuum could see further appreciation even post the repricing of the offering.” Additionally, Legault said the fact that more quantum computing companies are going public is a sign that investors are taking the sector seriously. Quantinuum's closest public competitor is IonQ ( IONQ ), he explained. “A successful Quantinuum debut would, in our view, validate the category rather than simply the single name,” Legault added. “We expect Quantinuum's valuation and early share-price action to set the tone in the first day or two of trading and to ripple across listed peers, particularly in light of the strong cross correlation of quantum asset prices.” Quantinuum, which is majority owned by Honeywell ( HON ), said it now expects to raise $1.46B from its offering, up from a previous $1.05B. It will sell 26.5M shares at a price range of $53 to $55, compared to a previous view that it would sell 21.05M shares priced between $45 and $50 per share. More on Quantinuum and Honeywell International Quantinuum: Is This IPO Poised To Make A Quantum Leap? Wall Street Brunch: Shrodinger's IPO Honeywell International Inc...

Anna Moneymaker/Getty Images News The ceasefire is good for tech only? Here is the performance of the S&P500 ( SPY ) over the last three months, since the war in Iran started: The S&P500 is up by 10% since Feb 27th, The tech sector ( XLK ) is up by over 37%. The second highest return comes from Discretionary ( XLY ) by only 3%, but consider that Amazon ( AMZN ) is 27% of XLY, and it's up by 28%, and Tesla ( TSLA ) is 20% of XLY, and is up by 8% - both of these are really tech companies, and members of the Mag 7. So, what's the question here? Is the Iran war cease fire exclusively good for the tech sector, especially the semiconductors ( SMH )? No, in my view, the market assumed that the war was over, and most importantly, we will be able to avoid the inflationary shock, and subsequently a demand-destructive recession. Thus, this was the green light to speculate - and reinflate the bubble. But, this is not a bubble like in 2000. The 2000 bubble was about expectations and PE multiple expansion. The 2026 bubble is much worst - it's about backward-looking earnings, and expectations that these earnings will continue indefinitely. Specifically, the hyper-scalers invested $770B in AI capex - and obviously, these earnings are showing up in the primary beneficiaries of the capex, primarily in the semiconductor companies, like Micron ( MU ). And yet, the Shiller PE multiple in 2000 and 2026 are nearly equal, at above 40. So, the 2026 bubble is at par with the 2000 bubble. However, the earnings for the tech are not sustainable - the AI capex growth is likely to slow, and eventually decrease. When will this happen? In my view, I track the $770B AI capex to Trump's meeting with tech executives at the beginning of his second term - President Trump was sitting next to Zuckerberg, and he ask him how much Meta planned to spend on AI capex and Zuckerberg replied “Sorry, I wasn’t ready … I wasn’t sure what number you wanted to go with.” In my view, the 770B AI capex is Trump's stimulu...

We would like to hear from graduates and current students aged 18 or over about their views on studying for a degree According to the latest British Social Attitudes (BSA) survey, the proportion of people who believe a university degree is not worth the time and money has jumped from 14% in 2005 to 34% in 2025 . The survey found that younger graduates, with experience of the fee system, are more disillusioned than those who did not pay fees. Continue reading...

Five Below reports Q1 fiscal 2026 earnings June 3; investors eye demand, store expansion, merchandising and margins to gauge what's next.

CF's robust cash flows, backed by strong operations and nitrogen market tailwinds, are powering growth investments and shareholder returns.

Wall Street Sees Big Opportunity in Microsoft's Expanding AI Infrastructure

J Studios/DigitalVision via Getty Images Digital lender Forbright ( FRBT ) has filed a preliminary prospectus with the Securities and Exchange Commission for an initial public offering of 7.9M class A shares. The IPO price is expected to be between $18.00 per share and $20.00 per share. The stock is expected to be listed on Nasdaq under the ticker symbol FRBT. The underwriters are expected to have an option to purchase up to 1.185M additional class A shares at the IPO price. Net proceeds are intended to be used for general corporate purposes. Forbright said that currently, no public market exists for its class A shares. As of March 31, Forbright had $8.23B in total assets. Net loans held for investment, at amortized cost, were $5.32B, while total deposits stood at $7.14B. More on Forbright, Inc. Forbright Aims For IPO To Expand Middle Market Digital Bank Model Financial information for Forbright, Inc.

FAF, CAL, CVE, UGP and OTEX stand out with attractive EV-to-EBITDA ratios and strong earnings outlooks.

Pre-Market Stock Futures: Futures are trading lower on Tuesday, but the technology tsunami continued on Monday, as all major indices dipped into the red early on news that Iran was halting the peace negotiations and would block the Strait of Hormuz. But that sell-off lasted until about noon, before a big reversal, which, by that ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: CoreWeave, Danaher, Hewlett Packard Enterprise, Intuit, Knight-Swift, Meta Platforms, Starwood Property Tr

科陆电子公告，公司与美的集团、中开昱智、光明科创签订了资产收购意向性协议，拟通过现金收购方式转让所持光明智慧能源产业园相关资产。其中，公司将科陆智慧能源产业园第1栋、第5栋01宿舍A座及相关附属设施设备以5.2亿元转让给美的集团；将产业园第2栋、第5栋01宿舍B座及相关附属设施设备以4.84亿元转让给中开昱智；将产业园第4栋及相关附属设施设备以3.02亿元转让给光明科创。

美團緩過氣了嗎？ 富途牛牛

David Travin, General Counsel of PJT Partners (NYSE:PJT) , reported the sale of 3,000 shares of Common Stock in multiple open-market transactions on May 6, 2026, as disclosed in the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average transaction price ($152.43). * 1-year performance figures are calculated using Jun 1, 2026 as the reference date. Continue reading

Key PointsFidelity MSCI Health Care Index ETF offers a significantly lower expense ratio and a larger assets under management total than VanEck Pharmaceutical ETF.

IBM 今日宣布，计划在未来五年内向量子计算领域投入超过100亿美元。投资将用于研发、资本支出、规模化制造、生态合作及并购交易，全面加速IBM量子计算路线图，目标在2029年推出全球首台大规模容错量子计算机，并夯实美国在量子计算领域的领先地位。 该投资基于行业内最完备的量子技术基础，包括全球规模最大的量子计算机集群、应用最广泛的量子软件，以及由340余家机构组成、已投入实际业务运行的客户与合作伙伴网络。本轮投资将为该技术基础注入下一阶段发展动力，推动IBM从当前商用量子计算机，迈向容错级规模化系统。 IBM董事长兼首席执行官表示：“量子时代并非未来，而是已经到来。全球各地的客户、合作伙伴与用户正借助IBM量子计算机，完成数年前无法实现的工作。量子计算带来的发现速度正快速提升，这笔投资将支撑我们推出下一代量子硬件、软件与制造能力。” 责任编辑：何云

How a nudge from Nvidia propelled frugal Micron into the AI boom and a $1 trillion market cap Reuters

AMD Details FidelityFX Super Resolution for Professional Use The FPS Review