The US Justice Department on Tuesday dropped a contentious plan to create a US$1.8 billion compensation programme that critics had denounced as a “slush fund” for President Donald Trump’s political allies. “We are not moving forward with the fund,” Acting Attorney General Todd Blanche said during testimony before a House committee. The about-face is a setback for one of Trump’s most divisive second term initiatives, which had drawn criticism from Democrats, legal experts and numerous Republicans...

Nvidia CEO Jensen Huang called Marvell Technology (NasdaqGS:MRVL) "the next trillion-dollar company" during Computex 2026. Huang highlighted Marvell's networking and optical connectivity technology as key to next generation AI data centers. Nvidia and Marvell disclosed a deepening partnership that includes a US$2b investment. Marvell introduced the Teralynx T100, described as the industry's first 102.4 Tbps switch silicon aimed at AI infrastructure bottlenecks. For you as an investor, this...

jetcityimage/iStock Editorial via Getty Images At the end of March, I concluded that while Motorola Solutions, Inc. ( MSI ) was delivering on continued M&A efforts, still no appeal was found. After posting a solid 8% increase in 2025 sales, the company started the year with two bolt-on deals. While the company outlined solid guidance for 2026, including strong sales and earnings growth, shares traded at 29-30 times the realistic full-year earnings guidance, around $440 per share. Fast forward two months in time, shares have fallen about 7% in a raging bull market, thereby dramatically underperforming the market at large, as the company continues its M&A efforts here. I like these efforts, adding to the growth and growth profile of a fine business, which simply has seen too much of a re-rating in recent years to see real appeal. A Drone Deal On the first day of June, Motorola Solutions announced its intention to acquire D-Fend Solutions, a self-proclaimed leader in counter-drone technology. Motorola is paying a steep $1.5 billion price for the technology player, which expects to generate $185 million in sales, yet revenues have grown in excess of 50% over the past three years. The technology is used by the government, public safety, and enterprise organizations. Securing airspace against unauthorized drones is a growing necessity, including an evolving regulatory landscape. Few other financial details have been announced, apart from the 8x sales multiples being paid. With shares up between 1-2% in a generally upbeat market, the market is giving its thumbs-up on the deal. This is the second piece of good news in recent times, after the company announced in May that it is expanding the manufacturing and supply chain operations of Silvus Technologies. This $100 million expansion effort will boost Silvus´ operations with a new 165,000-square-foot manufacturing facility. A Solid Start To The Year At the start of May, Motorola Solutions announced a 7% increase in first-qua...

MarketBeat Week in Review – 09/01 - 09/05Ambarella (NASDAQ:AMBA) Chief Executive Officer Fermi Wang said the company’s edge AI opportunity is built around a broad silicon roadmap and a mature software stack that can help customers move quickly from application development to prod

President Donald Trump denied reports that communications between the United States and Iran had stalled, calling the claims “fake news.”

Asian stocks were set to track Wall Street higher as renewed enthusiasm for the artificial-intelligence trade drove the S&P 500 to a ninth day of gains. Oil steadied as conflicting signals clouded the outlook for a US-Iran deal. Equity futures pointed to higher opens in Sydney and Tokyo, while contracts for Hong Kong edged lower. The S&P 500 notched its longest winning streak since May 2025 on Tuesday, as a gauge of chipmakers surged nearly 6%. US oil was little changed early Wednesday after rising more than 7% in the prior two sessions, as reports from Iranian news agencies cast doubt on progress in talks with Washington. “Tech continues to dominate the market,” said veteran strategist Louis Navellier . “The trend remains positive, with the catalyst for further material gains possible with a resolution with Iran.” President Donald Trump is still optimistic the US can reach an interim peace deal soon. He disputed reports in Iranian state media that said talks with Washington had been suspended over the fighting in Lebanon, saying the two sides have been “continuously” having conversations, including “today.” Officials in Tehran are discussing their “final text” to send to the US, Iran’s Mehr news agency reported. The primary focus for the oil market remains the Strait of Hormuz, which handled about one-fifth of global oil and liquefied natural gas flows before the war began — with visible commercial traffic through the waterway remaining limited. Even as businesses navigated rising energy costs sparked by the Iran war, US job openings jumped in April to the highest level in almost two years and layoffs fell, adding to signs the labor market remained resilient. “The jobs market continues to hold its ground,” said Bret Kenwell at eToro. “There’s hope that energy prices will retreat after a geopolitically charged surge in the first quarter, allowing the Fed to stay on hold while inflation eases in the second half of the year. Pair that with rising earnings expectations...

6月2日，A股市场呈现震荡反弹态势，主要指数全线飘红，创业板指表现最为强势，涨幅达2.66%，成为市场领涨核心。光通信产业链成为全天最强主线，元件、CPO、光纤等细分板块集体爆发，多只个股涨停并创历史新高。尽管指数普遍上涨，但市场分化现象明显，全市场超3800只个股出现下跌，资金继续向核心赛道集中。机构普遍认为，6月A股结构性行情将延续，科技成长仍是主线，但眼前的约束条件是“拥挤度太高＋资金面不够厚＋缺乏增量催化”，因此6月大概率走出“震荡整固-结构收敛-等待下一脚油门”的路径。今天盘中的V型反弹，印证了这一叙事框架下的“清洗浮筹”逻辑，而非新一轮趋势性逼空的开始。（中证报）

Oracle (NYSE:ORCL) is partnering with Bloom Energy to supply gigawatt-scale clean fuel-cell power for its data centers, targeting lower on-site emissions and greater energy resilience. The company is also rolling out Arm-based CPUs across its AI data centers, expanding beyond traditional server chips for certain next-generation workloads. Both moves mark a shift in how Oracle plans and powers its infrastructure for AI and cloud services. These infrastructure changes come as NYSE:ORCL trades...

格隆汇6月3日｜美股三大股指小幅收涨。道琼斯指数涨0.45%，标普500指数涨0.13%，纳斯达克综合指数涨0.03%。光通信板块领涨，迈威尔科技大涨超32%，创2000年以来最佳单日表现。Coherent涨超17%，Lumentum、康宁涨超13%。AI服务器制造商表现分化，慧与科技涨超19%，超微电脑涨7%，戴尔跌超6%。SaaS板块回调，ServiceNow跌6%，赛富时、微软跌超4%。

数据显示，在全市场280只消费主题基金中，今年以来仅有不到两成产品获得正收益，大多数深陷亏损泥潭。然而，一场由科技浪潮掀起的“鲶鱼效应”正在重塑赛道投资逻辑——少数凭借重仓AI科技实现净值突围的泛消费类产品，与坚守传统消费核心资产的基金拉开了收益差距。面对消费板块长时间的调整，基金经理们的应对之策已不再局限于传统的聚焦“吃喝玩乐”。从易方达蓝筹精选增聘科技背景的基金经理，到越来越多消费主题基金在消费电子与AI应用端的积极卡位，基金经理正试图打破消费投资“衣食住行”的刻板印象，寻找新的增长极。（中证报）

Broadcom (AVGO) heads into June 3 earnings carrying a seemingly contradictory note that’s worth a closer look. A notable Wall Street analyst just raised his price target on the company. However, in the same note, he lowered how much AI revenue he expects Broadcom to bring in this year. And that ...

美军中央司令部2日在社交媒体发布消息说，美军一架飞机当天在波斯湾向一艘试图驶向伊朗港口的空载油轮发射导弹，使其丧失航行能力。 消息说，遭袭油轮是悬挂博茨瓦纳国旗的“LEXIE”号油轮，当时该油轮正途经国际水域驶向伊朗的哈尔克岛。美军称，该船船员无视反复发出的警告，多次拒绝服从美军下达的指令。最终，一架美军飞机向该油轮机舱发射了一枚“地狱火”导弹，使其失去动力，阻止这艘油轮驶抵伊朗。 稍早前，霍尔木兹海峡附近一艘被困商船的海员向新华社记者独家提供的船舶无线电公共频道录音显示，美军战机2日晚间袭击一艘伊朗相关油轮，遭袭油轮船员随后弃船。 据美军中央司令部消息，自4月13日开始对所有进出伊朗港口的海上交通实施封锁，美军已致使6艘商船丧失航行能力，并强制122艘船只改变航向。(新华社)

Wales head coach Craig Bellamy believes Lewis Koumas' international future will be as a centre-forward.

Affirm leans on U.S. retail partnerships and strong cash flow, while Klarna expands globally with nearly a million merchants but posts ongoing net losses.

Key PointsAffirm maintains deep integrations with major retail giants and focuses on high-ticket United States consumer financing.

Donald Trump has reportedly retreated from his $1.8 billion “weaponization” fund amid its widespread derision as a “slush fund,” an extraordinary judicial inquiry into “ grievous allegations ” of fraud on the court and even-more rare pushback from his own party . But it turns out the Justice Department, which is controlled by Trump, isn’t backing away from another part of its settlement of a lawsuit (filed by Trump) which featured the fund. Under Acting US Attorney General Todd Blanche, the president’s former personal lawyer, the DOJ is said to be continuing its bar on any probes of Trump’s past tax filings or those of his family members or businesses. Trump had sued the Internal Revenue Service over the leak of his tax information in a case the agency was reportedly prepared to fight . On Tuesday, Senator Thom Tillis, a North Carolina Republican who is not running for re-election, said both parts of the accord between Trump and his own agency are problematic. “We’re talking about family members that have had almost a doubling of their net worth in the last year and a half,” Tillis said. “How can you not at least have them be subjected to the same thing I’m subjected to and every one of you?” What You Need to Know Today Trump signed an executive order Tuesday directing US agencies to work with artificial intelligence companies to protect networks from AI-enabled cyber attacks . Companies can voluntarily provide the US access to so-called “frontier models,” cutting-edge AI tools, before their release. The government would also establish a “cybersecurity clearinghouse” to coordinate and deconflict software vulnerabilities that pose threats to national security. When Tulsi Gabbard was selected by Trump to be the most senior intelligence official in America, her sympathetic comments about Russia and its war on Ukraine, as well as her lack of traditional qualifications for the job, elicited howls from Democrats. Now that Gabbard is gone , Trump has selected loyalist Bill...

记者从平陆运河集团了解到，今天（3日），西部陆海新通道骨干工程平陆运河建设将迎来重大节点：控制性工程三大航运枢纽中的马道枢纽和企石枢纽将开始充水，平陆运河将实现全线通水，全面进入有水调试阶段，为9月如期通航奠定坚实基础。（央视新闻）

美债收益率涨跌不一，3年期美债收益率涨0.59个基点报4.085%，5年期美债收益率持平报4.163%，30年期美债收益率跌1.21个基点报4.957%。

摩根大通 分析师Rajat Gupta援引与 特斯拉 投资者关系代表的会面表示，步入5月份特斯拉销售势头加速。 摩根大通表示，燃油价格上涨、对自动驾驶产品的需求日益增长，以及传统汽车制造商逐步收窄电动汽车布局导致竞争减少，都提振了需求。 Gupta表示，欧洲的需求趋势“强劲”。 Gupta写道，管理层强调Cybercab的产量仍在逐步提升，并指出特斯拉第二季财报预计将更清晰地反映出这款无人驾驶出租车的生产和验证情况。 该分析师还表示，Optimus机器人业务“仍处于早期阶段”。 摩根大通对特斯拉的评级为“低配”，目标价为145美元。 特斯拉周二收盘上涨1.9%。 责任编辑：李桐

Microsoft (NASDAQ: MSFT) exec sells 15,500 shares of stock Stock Titan

据知情人士透露，美联储主席凯文·沃什已聘请保守派政策分析师Paul Winfree和Daniel Heil担任临时顾问。 Winfree曾在美国总统特朗普首个任期内于白宫任职，并为传统基金会的“2025计划”撰写了对美联储持批评态度的一个章节。白宫在2019年还曾考虑提名他出任美联储理事。 Heil曾与沃什在胡佛研究所共事，专长于财政政策和反贫困项目研究。他还曾在杰布·布什2016年总统竞选期间担任顾问。 这些知情人士表示，两人将协助沃什开展政策分析和专项研究工作，且均为临时任命。美联储发言人拒绝置评。 责任编辑：李桐

【有線新聞】法國網球公開賽，施維列夫輕鬆擊敗祖達躋身四強。 黑衫的施維列夫先要適應關上天幕的場館。他說球彈得不高，不適合落重上旋 要捱打一下，被祖達破發。施維列夫首盤逐漸入局，一板斜線得手，第9局連取4分，逼入決勝局。加強發球，這位2號種子細分7比3先拔頭籌。 贏了東京奧運金牌，還有24項巡迴賽冠軍，但一直無緣四大滿貫錦標。澳網、美網、法網已經三次屈居第二，力求打破亞軍宿命。全場7球ACE，第二盤大勝6比1拉開。 晉級過程只失一盤，世界第3的施維列夫被視為今屆最大熱門，跟決賽愈近、壓力愈大，被祖達的短球考起。第三盤拉開過3比1，化解一次破發危機，第9局把握首個決勝分，最後都贏6比3，盤數贏3比0，近6屆法網第5度打入四強。

Key Points10,000 shares were acquired for a transaction value of approximately ~$565,000 at around $56.49 per share on May 29, 2026.

Opendoor Technologies (NASDAQ:OPEN), a digital home-selling platform, closed Tuesday at $5.41, up 1.88%. The stock moved higher as investors responded to news about its upcoming inclusion in the Russell 3000 index and are watching how index-driven inflows offset housing-market he

Source: Bloomberg, 6:26

U.S. Senator Bill Cassidy (R-LA) speaks as U.S. Health and Human Services Secretary Robert F. Kennedy Jr., testifies before a Senate Finance Committee hearing on President Donald Trump's 2026 health care agenda, on Capitol Hill in Washington, D.C., U.S., September 4, 2025. Evelyn Hockstein | Reuters Federal Housing Finance Agency chief Bill Pulte does not appear to be "competent" to serve as acting director of national intelligence, outgoing Republican Sen. Bill Cassidy said during an interview Tuesday at CNBC's CEO Council Summit. Cassidy, who recently failed to qualify for a runoff in Louisiana's Republican primary after President Donald Trump endorsed one of his challengers, Rep. Julia Letlow, R-La, said his Senate colleagues were taken aback by the president's appointment of Pulte as spy chief on Tuesday morning. "Nothing here suggests he's competent in the job for which he's been appointed," Cassidy said. "That's just kind of the kind of conversation with my colleagues, like OMG." "He has no military background, no intelligence background, he's going to ... keep his other job, and he's not even sure he has a security clearance," Cassidy said. Intelligence community veterans warned that Pulte is ill-prepared for the job and could risk the quality of U.S. intelligence while using the perch to take aim at Trump's domestic foes. Read more CNBC politics coverage Michael Dell courted Trump early. His company has reaped rewards Trump DOJ ‘lawfare’ fund temporarily blocked by judge as suit proceeds Bondi defends handling of Epstein files to House panel Cassidy said he's unsure if he would back Pulte as a DNI nominee, although Pulte has not been officially nominated for the post. Pulte can serve for a limited time as an acting DNI unapproved by the Senate. "The problem with acting is sometimes people act forever," Cassidy said, pointing to Julie Su, who served as the acting labor secretary during the Biden administration. Cassidy is not the first Republican to express c...

MOF/iStock Unreleased via Getty Images Investment Thesis Games Workshop Group PLC ( GMWKF ), native ticker LSE: GAW, deserves an investment Buy designation. The bullish aspect is not that Warhammer will become mainstream anytime soon, but rather, Games Workshop has developed one of the few examples of a viable business model among publicly traded companies: a vertically integrated , physically based, high-margin hobby company with an extremely rich, monetizable intellectual property portfolio. The company creates all of the IP and all of the miniatures associated with these worlds, manufactures many of the products domestically in the UK, manages the overall consumer experience by virtue of its store footprint and social/communal outreach efforts, and selectively grants limited license rights to third parties for use in video game releases, animation, television series, and motion pictures. Games Workshop's latest trading update regarding the 52 weeks ending on May 31, 2026, indicated that the core revenue base of the Company would grow to no less than £625 million during the fiscal year. As previously reported, this represents a year-over-year increase in the Company's core revenue of £60 million. Additionally, Games Workshop expects to report no less than £30 million in licensing revenue for FY2026 compared to £52.5 million reported in FY2025. Despite the reduction of licensing revenue of nearly £23 million versus last year, Games Workshop anticipates reporting profit before taxation of no less than £265 million in FY2026, representing a slight increase over the £262.8 million reported in FY2025. This is the essence of the bull case – that the Company's strong growth rate within its core miniature/hobby business can absorb a very significant decline in licensing revenues. FY2026 core revenue, licensing revenue, and PBT expectations (Games Workshop) The Core Business Is The Real Engine As Games Workshop’s annual report stated, “We are a vertically integrated busine...