格隆汇6月2日｜应用软件板块大幅回调，财捷、Figma跌超10%，Snowflake、ServiceNow、Workday跌超8%，多邻国跌近7%，赛富时跌超6%，Datadog跌超5%，Adobe、SAP跌超4%。 消息面上，软件股在周一迎来一波强劲反弹，黄仁勋最新的论点——AI代理将成为软件工具使用量的巨大乘数效应——暂时缓解了投资者的焦虑。瑞穗分析师Daniel J. O’Regan指出，此...
格隆汇6月2日｜应用软件板块大幅回调，财捷、Figma跌超10%，Snowflake、ServiceNow、Workday跌超8%，多邻国跌近7%，赛富时跌超6%，Datadog跌超5%，Adobe、SAP跌超4%。 消息面上，软件股在周一迎来一波强劲反弹，黄仁勋最新的论点——AI代理将成为软件工具使用量的巨大乘数效应——暂时缓解了投资者的焦虑。瑞穗分析师Daniel J. O’Regan指出，此次急跌的元凶是程序化交易，而非AI叙事的根本转变。他评论道：“毫无逻辑可言，看起来象是量化基金正在抛售某个因子篮子或自定义指数。” 此外，Anthropic宣布以保密形式向美国证券交易委员会(SEC)提交了首次公开募股IPO申请，估值接近1万亿美元。软件板块目前正陷入一场多空激烈角力之中——一方是对人工智能未来的深切乐观，另一方则是对行业存亡的深层忧虑。(格隆汇)
Hong Kong authorities have vowed to develop a long-term road map for the city’s struggling self-financing postal operator and keep an “open-mind” on all options, including privatisation or turning it into a traditional department. Acting Secretary for Commerce and Economic Development Bernard Chan Pak-li revealed the move at the Legislative Council’s economic development panel meeting on Tuesday, ...
Hong Kong authorities have vowed to develop a long-term road map for the city’s struggling self-financing postal operator and keep an “open-mind” on all options, including privatisation or turning it into a traditional department. Acting Secretary for Commerce and Economic Development Bernard Chan Pak-li revealed the move at the Legislative Council’s economic development panel meeting on Tuesday, saying the proposed HK$4.6 billion (US$587 million) cash injection to Hongkong Post was intended to...
Investing.com -- Wolfe Research is pushing back against the market's enthusiastic reaction to Nvidia's personal computer chip announcement at Computex, calling the combined $360 billion gain in market capitalization between Nvidia and Arm Holdings a significant overreaction to what the firm sees as a limited commercial opportunity.
Investing.com -- Wolfe Research is pushing back against the market's enthusiastic reaction to Nvidia's personal computer chip announcement at Computex, calling the combined $360 billion gain in market capitalization between Nvidia and Arm Holdings a significant overreaction to what the firm sees as a limited commercial opportunity.
Beijing’s April 2025 export licensing on seven medium and heavy rare earth elements and the high-performance magnets that depend on them sent Western defense, automotive, and electronics supply chains scrambling, with Ford CEO Jim Farley publicly describing his company’s magnet supply as "day to day." Under U.S. Department of Defense procurement rules, U.S. defense contractors face restrictions on...
Beijing’s April 2025 export licensing on seven medium and heavy rare earth elements and the high-performance magnets that depend on them sent Western defense, automotive, and electronics supply chains scrambling, with Ford CEO Jim Farley publicly describing his company’s magnet supply as "day to day." Under U.S. Department of Defense procurement rules, U.S. defense contractors face restrictions on Chinese-origin rare earth magnets in qualifying weapons systems starting January 1, 2027, approximately seven months away. The Trump administration has mobilized in response: the Pentagon’s $400 million equity stake in MP Materials Corp. (NYSE: MP), a $1.6 billion Department of Commerce letter of intent to USA Rare Earth, Inc. (NASDAQ: USAR), Apple Inc.’s (NASDAQ: AAPL) $500 million recycled magnet commitment to MP Materials, and the White House’s $12 billion "Project Vault" Strategic Critical Minerals Reserve. Evolution Metals & Technologies Corp. (NASDAQ: EMAT), a mid- and down-stream critical and strategic metals producer with commercial-scale rare earth magnet production through Korean subsidiaries, on May 14, 2026 announced binding purchase orders with ULVAC Korea to scale annual rare earth magnet production capacity to 10,000 metric tons by November 2026, roughly two months ahead of the Pentagon’s January 2027 deadline.
Global X MLP ETF (NYSEARCA:MLPA) pays quarterly cash distributions sourced almost entirely from operating cash flows of U.S. midstream master limited partnerships. Over the trailing four quarters, MLPA paid out $3.94 per share, which works out to roughly 7.4% on a recent price of $53. Income investors hold MLPA for that tax-advantaged payout. The real ... Why Pipeline Income Investors Are Betting ...
Global X MLP ETF (NYSEARCA:MLPA) pays quarterly cash distributions sourced almost entirely from operating cash flows of U.S. midstream master limited partnerships. Over the trailing four quarters, MLPA paid out $3.94 per share, which works out to roughly 7.4% on a recent price of $53. Income investors hold MLPA for that tax-advantaged payout. The real ... Why Pipeline Income Investors Are Betting on Energy Transfer and Enterprise Products
Morning Brief host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Investopedia Editor-in-Chief Caleb Silver to discuss how longtime tech companies such as Dell (DELL), Hewlett Packard Enterprise (HPE), and Intel (INTC) are benefiting from the AI boom and helping drive the broader market higher. They also explore where the next wave of AI-related opportunities could emerge.
Morning Brief host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Investopedia Editor-in-Chief Caleb Silver to discuss how longtime tech companies such as Dell (DELL), Hewlett Packard Enterprise (HPE), and Intel (INTC) are benefiting from the AI boom and helping drive the broader market higher. They also explore where the next wave of AI-related opportunities could emerge.
In early trading on Tuesday, shares of Marvell Technology topped the list of the day's best performing components of the Nasdaq 100 index, trading up 21.8%. Year to date, Marvell Technology registers a 214.5% gain. And the worst performing Nasdaq 100 component thus far on the
In early trading on Tuesday, shares of Marvell Technology topped the list of the day's best performing components of the Nasdaq 100 index, trading up 21.8%. Year to date, Marvell Technology registers a 214.5% gain. And the worst performing Nasdaq 100 component thus far on the
For today's trade setup, I am zeroing in on a compelling opportunity in Uber . This specific play is an excellent vehicle for mastering options mechanics because it allows you to get skin in the game while risking as little as $50 per trade. Sizing up is incredibly simple, too, as you just add contracts to match your risk tolerance. For instance, stepping up to a 10-contract position scales your r...
For today's trade setup, I am zeroing in on a compelling opportunity in Uber . This specific play is an excellent vehicle for mastering options mechanics because it allows you to get skin in the game while risking as little as $50 per trade. Sizing up is incredibly simple, too, as you just add contracts to match your risk tolerance. For instance, stepping up to a 10-contract position scales your risk to exactly $500. Winning trades return a clean 100% ROI on your committed capital in 30 days or less, utilizing the exact same underlying structure that drives my automated trading algorithm, Maya . This is a pure technical setup, and I am monitoring three of my favorite core metrics to verify that this upward momentum is the real deal: Directional movement index (DMI): The DMI is used for measuring trend intensity. It tracks three moving parts: the DI+ (green buyer line), the DI– (red seller line) and the ADX (blue line), which rates the overall strength of the macro trend. While a standard reversal shows these lines flattening out, the ultimate confirmation comes from a formal DMI crossover (when the green line slices cleanly above the red line). We are on the verge of seeing this exact bullish cross trigger, which is an indicator that the structural trend has officially flipped. Calibrated MACD (5, 13, 5): The moving average convergence divergence (MACD) remains a vital pillar of trend-following analysis. While standard configurations are fine, they frequently lag when momentum shifts quickly. To capture a sharper edge, I rely on a faster (5, 13, 5) setting. UBER flashed a decisive bullish crossover just yesterday. Relative strength index (RSI): The final piece of the puzzle is the RSI, which tracks the velocity and magnitude of structural price changes. The RSI has been climbing sharply over the last few sessions, adding a critical layer of confluence to our thesis and confirming that buyers are stepping in aggressively to defend the equity. The trade setup: UBER 73...
Russia Unleashes Its Threatened Mass Bombardment: At Least 18 Killed, Over 100 Wounded Across Ukraine The Kremlin spent much of the last week warning foreign diplomats and bystanders to evacuate Ukraine's capital, warning that an escalation in airstrikes is imminent, in response to Ukraine's own drone swarms sent against Moscow and other Russian sites last month - especially the Starobelsk dormito...
Russia Unleashes Its Threatened Mass Bombardment: At Least 18 Killed, Over 100 Wounded Across Ukraine The Kremlin spent much of the last week warning foreign diplomats and bystanders to evacuate Ukraine's capital, warning that an escalation in airstrikes is imminent, in response to Ukraine's own drone swarms sent against Moscow and other Russian sites last month - especially the Starobelsk dormitory attack . "In response to terrorist attacks by the Kyiv regime, the Russian Armed Forces launched a large-scale strike using long-range, high-precision air, land and sea-based weapons — including hypersonic aero-ballistic missiles and attack drones ," the Russian Defense Ministry (MoD) said in a statement. "The objectives of the strike were achieved. All designated targets were hit," it added. In the wake of these devastating overnight attacks, Ukraine is reporting that at least 18 people were killed and over 100 more wounded . The hours-long assault was clearly one of the biggest and deadliest of the last year or more. Tuesday attack on Ukraine's capital, via Reuters Ukraine's air force tallied that over 640 drones were sent and 73 missiles were fired on various cities , including Kyiv, and Dnipro, as well as several eastern cities, including Kharkiv and Zaporizhzhia. Ukraine claims it intercepted the majority of these, but still dozens of projectiles made it through to impact. Kyiv Mayor Vitali Klitschko later confirmed that six people were killed in the Ukrainian capital and that at least 66 others, including two children, were wounded. There was mayhem as people fled to shelters during the nighttime "mass enemy attack". The mayor had warned while it unfolded: "Explosions in the city. Air defense forces are working! Stay in shelters!" Central Ukraine's Dnipropetrovsk region also saw high casualties, with at least 12 people killed and 36 others wounded . The regional governor reported that children were among the injured. Moscow has not owned up to inflicting civilian c...
Dell Technologies stock was sliding on Tuesday, putting the PC and server maker on track to snap a recent winning streak. Fellow AI server maker Super Micro Computer Inc. was having a much better start to the session. Its shares rose 7.2% on Tuesday, having jumped 26% over the previous five trading sessions.
Dell Technologies stock was sliding on Tuesday, putting the PC and server maker on track to snap a recent winning streak. Fellow AI server maker Super Micro Computer Inc. was having a much better start to the session. Its shares rose 7.2% on Tuesday, having jumped 26% over the previous five trading sessions.
YieldMax MSTR Performance & Distribution Target 25 ETF ( MSST ) announces a weekly distribution of $0.1725, 5.17% lower from the prior week's distribution of $0.1819. The annual distribution rate is 25.00%, with an SEC yield of 1.49%. . Payable June 3; for shareholders of record June 2; ex-div June 2. Source: Press Release More on YieldMax MSTR Performance & Distribution Tg 25 ETF MSTY's Pivot, IM...
YieldMax MSTR Performance & Distribution Target 25 ETF ( MSST ) announces a weekly distribution of $0.1725, 5.17% lower from the prior week's distribution of $0.1819. The annual distribution rate is 25.00%, with an SEC yield of 1.49%. . Payable June 3; for shareholders of record June 2; ex-div June 2. Source: Press Release More on YieldMax MSTR Performance & Distribution Tg 25 ETF MSTY's Pivot, IMST's Clarity, MSST's Balance: A New Income Playbook Dividend scorecard for YieldMax MSTR Performance & Distribution Tg 25 ETF
US job openings jumped in April to the highest level in almost two years and layoffs fell. Available positions rose to 7.62 million from 6.89 million in March, according to Bureau of Labor Statistics data. Stuart Paul reports on "Bloomberg Open Interest." (Source: Bloomberg)
US job openings jumped in April to the highest level in almost two years and layoffs fell. Available positions rose to 7.62 million from 6.89 million in March, according to Bureau of Labor Statistics data. Stuart Paul reports on "Bloomberg Open Interest." (Source: Bloomberg)
alexsl Wall Street was mixed Tuesday after stocks closed at record highs on Monday, with investors digesting President Donald Trump's remarks on Iran talks. The blue chip Dow ( DJI ) was -0.3%, the benchmark S&P 500 ( SP500 ) was unchanged, and the tech focused Nasdaq Composite ( COMP:IND ) was +0.2%. From a sector-by-sector perspective, five of the 11 S&P segments pushed up in the green, led by i...
alexsl Wall Street was mixed Tuesday after stocks closed at record highs on Monday, with investors digesting President Donald Trump's remarks on Iran talks. The blue chip Dow ( DJI ) was -0.3%, the benchmark S&P 500 ( SP500 ) was unchanged, and the tech focused Nasdaq Composite ( COMP:IND ) was +0.2%. From a sector-by-sector perspective, five of the 11 S&P segments pushed up in the green, led by info tech. At the other end of the spectrum, communication services struggled the most so far. Furthermore, Trump also nominated William Pulte to serve as acting director of national intelligence. U.S. Treasury yields were mostly muted. The U.S. 2 Year Treasury yield ( US2Y ) moved up 1 basis point to 4.04%. At the same time, the U.S. 10 Year Treasury yield ( US10Y ) was near even at 4.45%, and the U.S. 30 Year Treasury yield ( US30Y ) dipped 1 basis point to 4.96%. On the economic calendar, job openings data unexpectedly rose in April, while quits rate were little changed, according to the latest JOLTs report . As for stocks that were on the move, shares of Hewlett Packard Enterprise ( HPE ) advanced by 25.8%, while shares of Strategy ( MSTR ) fell 8.8%. More on markets AI-powered startup boom could bring major labor market shifts, Apollo says JPMorgan sees the bond yield surge fading in the second half of 2026 Evercore sees S&P 500 climbing to 7,750 on relentless AI demand The AI boom is creating jobs, not destroying them, Apollo says BofA highlights a consistent post-bubble pattern from 1929 to today
The muni market is slated to see a prepaid electricity deal amounting to as much as $1.25 billion that will add to the onslaught of supply in the surging market segment. At a meeting last week, the board for the California Community Choice Financing Authority approved the issuance of bonds to finance the acquisition of a long-term supply of electricity at a discounted price for Pioneer Community E...
The muni market is slated to see a prepaid electricity deal amounting to as much as $1.25 billion that will add to the onslaught of supply in the surging market segment. At a meeting last week, the board for the California Community Choice Financing Authority approved the issuance of bonds to finance the acquisition of a long-term supply of electricity at a discounted price for Pioneer Community Energy, an electricity provider based in Rocklin, California. Pioneer Chief Executive Officer Don Eckert confirmed the vote through a spokesperson. The bond offering will be underwritten by Goldman Sachs Group Inc., according to meeting documents. A representative for Goldman declined to comment. As part of the deals’ complicated structures, a financial middleman — often banks or insurance companies — receives the proceeds from the bond issues, which they can invest. Those funding recipients then make regular payments needed to procure the energy for the utility. The utility’s payments for the energy are typically then used to repay bondholders. Investors in the sector count on getting higher interest rates on prepaid energy bonds compared to similarly-rated muni bonds. Read more: Tax-Free Energy Bonds Draw Billions From Yield-Hungry Investors The pace of sales for the prepaid energy segment in the muni market is at record. About $14.6 billion in debt has been issued so far this year, a 94% increase compared with the same period in 2025, according to data compiled by Bloomberg. Annual issuance has hit new highs each year since 2022. The sector’s growth is fueled in part by the slew of new companies and institutions that have entered the market to act as funding recipients. Eckert declined to comment on the funding recipient for Pioneer’s deal. Separately, Bank of America Corp. is set to serve as funding recipient on a $1.15 billion prepaid gas bond deal planned by the Black Belt Energy Gas District, according to preliminary bond documents posted this week.
State attorneys general argue $1bn deal to terminate major offshore wind lease off the coast of New York is unlawful Six states sued the Trump administration on Tuesday over its decision to cancel of a major offshore wind lease off the coast of New York. In March, federal officials announced they would pay nearly $1bn in taxpayer dollars to French energy firm TotalEnergies in exchange for the comp...
State attorneys general argue $1bn deal to terminate major offshore wind lease off the coast of New York is unlawful Six states sued the Trump administration on Tuesday over its decision to cancel of a major offshore wind lease off the coast of New York. In March, federal officials announced they would pay nearly $1bn in taxpayer dollars to French energy firm TotalEnergies in exchange for the company killing plans to erect two offshore windfarms off New York and North Carolina. TotalEnergies agreed to terminate the projects and pledged not to develop any new offshore wind projects in the United States, while investing hundreds of millions of dollars in oil and gas projects. Continue reading...