智通财经APP注意到，在2026年台北国际电脑展（Computex）上， 半导体 行业的竞争焦点正在发生变化。如果说过去几年AI大战的核心是“谁拥有最强GPU”，那么今年Computex传递出的信号则是：随着AI从训练时代走向推理时代，竞争正在从单一芯片性能扩展至整个系统架构。展会首日，英伟达（NVDA.US）发布面向下一代Rubin平台的Vera CPU ，试图进一步完善其从CPU、GPU到网络...
There's no lack of ambition to do good, says author Mariana Mazzucato, but the system is designed for us to fail. In her new book, The Common Good Economy: A New Compass, she argues for a goal-oriented economy, with targets written into CEOs' contracts. Mazzucato joined 'The Pulse with Francine Lacqua'. (Source: Bloomberg)
There's no lack of ambition to do good, says author Mariana Mazzucato, but the system is designed for us to fail. In her new book, The Common Good Economy: A New Compass, she argues for a goal-oriented economy, with targets written into CEOs' contracts. Mazzucato joined 'The Pulse with Francine Lacqua'. (Source: Bloomberg)
akinbostanci/iStock via Getty Images What a challenging hold it has been, right? Sure enough, Super Micro Computer ( SMCI ) remains a volatile stock. Now, over the past 6 months, it initially approached the low $20s before again rallying to above $40. But despite the volatility, SMCI outperformed the benchmark since my last piece . And by quite a bit. I am happy with the results overall. SMCI: Sto...
akinbostanci/iStock via Getty Images What a challenging hold it has been, right? Sure enough, Super Micro Computer ( SMCI ) remains a volatile stock. Now, over the past 6 months, it initially approached the low $20s before again rallying to above $40. But despite the volatility, SMCI outperformed the benchmark since my last piece . And by quite a bit. I am happy with the results overall. SMCI: Stock Outperformed The Benchmark Since My Last Piece (Seeking Alpha) Now, even after the recent surge in the stock price, I still view Super Micro Computer as one of the cheapest trades to get AI exposure. Is it likely to remain a volatile name? I think so. But we can't deny that it also remains a solid top- and bottom-line growth story. So, my long-term bullish case remains intact. That's why I maintained my rating as a Strong Buy. Let's dig into the reasoning. Inconsistency Aside, Top- and Bottom-Line Growth Remains Strong Yes, that's correct. While historical quarterly performance remains inconsistent with misses here and there . The recent reports suggest a dramatic change in the trend. Quite frankly, a high double-digit bottom-line growth with a triple-digit revenue surge isn't a walk in the park. And that's something that deserves a premium valuation in my opinion. SMCI: Earnings History (Seeking Alpha) Now, I pointed out before that it has been a hard hold for a reason. The snip above clearly shows that shaky quarterly performance wasn't something the market loved. Simply put, inconsistency is not reassuring. And then I find it is one of the main reasons why investors discounted the stock. You simply are not sure what to expect, right? But could it be that the recent two reports indicate a shift in the trend? Well, I argue that's the case. Why? I'd love to point out that just a few weeks ago, SMCI posted $10.24 billion in revenue . And that's indicating strong acceleration in top-line performance from about 19% revenue growth on a year-over-year basis in the same quarte...
(RTTNews) - IBM (IBM) has announced plans to invest more than $10 billion in quantum computing over the next five years. The investment will span research and development, capital expenditure, manufacturing scaling, ecosystem partnerships, and M&A. The company said the investment
(RTTNews) - IBM (IBM) has announced plans to invest more than $10 billion in quantum computing over the next five years. The investment will span research and development, capital expenditure, manufacturing scaling, ecosystem partnerships, and M&A. The company said the investment
DutcherAerials/iStock via Getty Images The monetary policy may not be sufficiently restrictive to bring inflation down to 2%, according to the Cleveland Federal Reserve Bank President Beth Hammack. Hammack was speaking on monetary policy at the City Club of Cleveland. The event was sponsored by the City Club of Cleveland, the Greater Cleveland Partnership, and the 50 Club of Cleveland in Cleveland...
DutcherAerials/iStock via Getty Images The monetary policy may not be sufficiently restrictive to bring inflation down to 2%, according to the Cleveland Federal Reserve Bank President Beth Hammack. Hammack was speaking on monetary policy at the City Club of Cleveland. The event was sponsored by the City Club of Cleveland, the Greater Cleveland Partnership, and the 50 Club of Cleveland in Cleveland, Ohio. "It's reasonable to keep rates steady given the uncertainties around the economic outlook. But if recent trends continue, it may soon be appropriate to act," said Hammack. "Based on the data, I'm more concerned about the growing risks of persistently elevated inflation than the risks to full employment and that monetary policy may not be sufficiently restrictive to bring inflation down to 2%," said the president of the Cleveland Fed. "If we wait for definitive evidence that high inflation has become embedded in the economy, it may require larger policy adjustments at greater cost." On an inflationary mindset, she said, "FOMC communications anchor inflation expectations, and these expectations affect the decisions that shape actual inflation outcomes—what you think will happen to prices matters." "Preventing an inflationary mindset is critical to delivering on our 2% objective. Increases in inflation expectations that threaten our goal warrant taking decisive action." "Keeping inflation low, stable, and well anchored at 2% is not a technocratic preference or an end in itself. It is the foundation for an economy in which people can plan for the future and the costs associated with inflation are kept to a minimum," said Hammack. Developing... Check back for updates. More on Fed Jerome Powell: Fed credibility at risk if presidents can fire officials The Fed still trails the rule book Fed's Bowman backs 'easing bias' as core inflation runs 'a bit above 2%'
A merger between Tesla Inc. and SpaceX could reportedly trigger Elon Musk‘s $1 trillion Tesla pay package without the EV giant having to reach any operational milestones. $1 Trillion Package Kicks In With Merger? The package, which features operational milestones...
A merger between Tesla Inc. and SpaceX could reportedly trigger Elon Musk‘s $1 trillion Tesla pay package without the EV giant having to reach any operational milestones. $1 Trillion Package Kicks In With Merger? The package, which features operational milestones...
Petri Oeschger/E+ via Getty Images Supported by sales tied to its bridal and fashion collections and cost reductions from its reorganization, Signet Jewelers ( SIG ) earned a better-than-expected profit in the first quarter, leading the company to raise its outlook for the current fiscal year. Shares are trading more than 6% higher in Tuesday’s premarket. “We drove topline growth in the first quar...
Petri Oeschger/E+ via Getty Images Supported by sales tied to its bridal and fashion collections and cost reductions from its reorganization, Signet Jewelers ( SIG ) earned a better-than-expected profit in the first quarter, leading the company to raise its outlook for the current fiscal year. Shares are trading more than 6% higher in Tuesday’s premarket. “We drove topline growth in the first quarter with all categories up on a comparable sales basis. We're accelerating go-to-market plans across Kay, Zales, and Jared—sharpening brand distinction through more impactful marketing, redesigning digital experiences, and creating more compelling store environments. These initiatives build on each brand's strengths and are designed to foster sustainable growth," said J.K. Symancyk , Signet’s CEO. In the first quarter, the company achieved double-digit operating income growth, with same-store sales increasing 1.8% and average unit retail growth of 5%, contributing to an adjusted profit of $1.56 per share, up more than 30% year-over-year and $0.18 better than expected. Total sales were up slightly from a year ago, matching expectations. Supported by its improved liquidity, Signet ( SIG ) initiated a $50M accelerated share repurchase agreement and declared a quarterly dividend of $0.35 per share. For the current quarter, sales are expected to be within the range of $1.50B to $1.53B, driven by same-store sales growth of 0.5% to 2.5%, although below the consensus estimate of $1.54B. For the fiscal year, Signet ( SIG ) narrowed its sales guidance to a range of $6.7B to $6.9B from $6.6B to $6.9B initially and same-store sales growth to (0.75%) to 2.5% from (1.25%) to 2.5% previously. Adjusted EPS is now expected to be within a range of $9.20 to $11.00, from $8.80 to $10.74, with the midpoint of the new sales and EPS guidance below estimates. More on Signet Signet Jewelers Is Unreasonably Cheap Here Signet Jewelers Limited (SIG) Q4 2026 Earnings Call Transcript Signet Jewelers: Re...
NicoElNino/iStock via Getty Images Introduction Applied Optoelectronics ( AAOI ) has delivered incredible returns over the last few months on management ramp-up forecasts. AAOI is an end-to-end manufacturer of 800G/1.6T optical transceivers in a time when pretty much all optical transceivers can't be built quickly enough for demand. AAOI Price Chart (TrendSpider) On top of that, you have a company...
NicoElNino/iStock via Getty Images Introduction Applied Optoelectronics ( AAOI ) has delivered incredible returns over the last few months on management ramp-up forecasts. AAOI is an end-to-end manufacturer of 800G/1.6T optical transceivers in a time when pretty much all optical transceivers can't be built quickly enough for demand. AAOI Price Chart (TrendSpider) On top of that, you have a company trying to do it all in America, which should give it extra premiums on top of already being involved in one of the leading AI bottlenecks of 2026 and likely 2027/2028/2029 as well. Financials AAOI reported earnings on May 7th and delivered the following numbers : $151.1M in Q1 2026 revenue , which was up 51% YoY vs. $99.1M in Q1 2025. Full-year guidance was raised to $1.1B, which is already a $100M increase on last quarter's $1B guidance. Importantly, understand the ramp-up projections here. $151.1B (this recent quarter's result) gives you $605.6M in revenue if you annualize that. Management is forecasting nearly double that for the full year, signaling each quarter is set to be a huge ramp-up on the previous quarter. All of this growth is coming from the data center segment, which is up 154% YoY. CATV revenue is growing 4% YoY, and telecom is down 13% YoY. Most importantly, data center revenue is now 54% of the company's revenue breakdown vs. 32% a year ago. Non-GAAP margins came in at 29.2%, which is down on last year's non-GAAP margin of 30.7%. I've seen some bear cases around on AAOI based on this "margin compression" which completely missed the core bull case for AAOI. Firstly, if you've got a company growing a segment of their business 154%, then margins need to be a secondary thought to that. Secondly, 800G is ramping up and in early-stage production, which carries lower yields and higher per unit costs until automation of that settles in. Management is continuing to guide for 35% gross margins by the year's end. Cash jumped to $449.4M in Q1 2026 vs. $66.8M in Q1 20...
Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.
Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.
Places well-endowed with natural resources don’t usually become great powers or world-conquering empires. If anything, many suffer from the “resource curse”, which corrupts the domestic elite and invites foreign intervention, exploitation or outright colonisation. Like people, communities or nations that have fought to overcome adversity and disadvantages often become the most successful. Challeng...
Places well-endowed with natural resources don’t usually become great powers or world-conquering empires. If anything, many suffer from the “resource curse”, which corrupts the domestic elite and invites foreign intervention, exploitation or outright colonisation. Like people, communities or nations that have fought to overcome adversity and disadvantages often become the most successful. Challenges – whether natural, geographical, social or military – make them fighters and winners. New...
Federal Reserve Bank of Cleveland President Beth Hammack said it’s reasonable to hold interest rates steady for now given uncertainties about the economic outlook, but officials may need to act soon to address elevated inflation. Hammack said she is more concerned about inflation, which has been above the Fed’s 2% target for more than five years, than she is about the labor market, which remains r...
Federal Reserve Bank of Cleveland President Beth Hammack said it’s reasonable to hold interest rates steady for now given uncertainties about the economic outlook, but officials may need to act soon to address elevated inflation. Hammack said she is more concerned about inflation, which has been above the Fed’s 2% target for more than five years, than she is about the labor market, which remains resilient. “For today, it’s reasonable to keep rates steady given the uncertainties around the economic outlook,” Hammack said Tuesday in remarks prepared for an event in Cleveland. “But if recent data trends continue, it may soon be appropriate for policy to act to address the growing risks of persistently elevated inflation.” An increasing number of policymakers have said the Fed should signal openness to interest-rate increases since the US-Israeli war with Iran reignited inflationary pressures. Hammack was one of three officials who dissented at the Fed’s April policy gathering because they opposed wording in the post-meeting statement that suggested the US central bank would eventually resume rate cuts. Hammack said Tuesday the Fed’s benchmark rate “may not be restrictive,” and she doesn’t hear business owners saying high interest rates are holding them back from making investments. The Cleveland Fed chief said price pressures are “relatively broad-based,” across goods and non-housing services. With the US unemployment rate at 4.3% in April, Hammack said the labor market is “right around” her definition of full employment, where there is balance between demand and supply for labor. The Fed’s preferred inflation metric, the personal consumption expenditures price index, rose 3.8% in April from a year earlier — the largest increase since 2023, according to data released last week by the Bureau of Economic Analysis. “Based on the data, I’m more concerned about the growing risks of persistently elevated inflation than the risks to full employment and also that monetary poli...
Eco Wave Power Global AB (publ) (NASDAQ: WAVE), a leading onshore wave energy technology company, today announced that its technology was featured for the second time in an NVIDIA GTC keynote presentation, this time during NVIDIA Founder and CEO Jensen Huang's GTC Taipei 2026 keynote, highlighting the growing role of digital twins and simulation technologies in the optimization of real-world infra...
Eco Wave Power Global AB (publ) (NASDAQ: WAVE), a leading onshore wave energy technology company, today announced that its technology was featured for the second time in an NVIDIA GTC keynote presentation, this time during NVIDIA Founder and CEO Jensen Huang's GTC Taipei 2026 keynote, highlighting the growing role of digital twins and simulation technologies in the optimization of real-world infrastructure.