格隆汇5月26日｜纽约梅隆银行分析师Bob Savage在一份研报中指出，全球市场目前仍处于一种两难境地：一方面受人工智能（AI）概念股热潮的推动而保持乐观，另一方面又面临通货膨胀、油价剧烈波动以及“高利率维持更久”前景所带来的重重担忧。这位市场宏观策略主管表示，债券和外汇市场正对各国央行措辞语气的转变做出剧烈反应。他指出：“各国央行正日益致力于在能源价格上涨引发的通胀风险与全球经济增长放缓的趋势之间寻求平衡。”其中，欧洲央行和日本央行正呈现出更为“鹰派”的倾向，这意味着它们更倾向于采取加息措施。

Prospects fade for imminent end to Iran war as attacks restart toggle caption AFP via Getty Images The prospect of an imminent agreement to end the war in Iran faded Tuesday as Israel said it was intensifying attacks in Lebanon against Iran-backed Hezbollah and the U.S. military struck Iranian boats and missile launch sites. U.S. Central Command Spokesman Capt. Tim Hawkins said in a statement on Monday that Iran's boats were "attempting to emplace mines" and the military acted in "self-defense." "U.S. Central Command continues to defend our forces while using restraint during the ongoing ceasefire," Hawkins said. Iran's Revolutionary Guard Corps said Tuesday its air defenses had shot down a U.S. drone and fired at a fighter jet entering Iranian airspace. Sponsor Message In a post in a Telegram account linked to the security forces, the IRGC said three Iranians had been killed in a U.S. strike south of Lark Island. The strikes came as negotiators continued talks in Qatar to broker a deal that would end the hostilities. The U.S. Secretary of State Marco Rubio said on Tuesday that negotiating a deal to end the war in Iran could "take a few days." President Trump appeared to set the stage for rejection by Gulf Arab countries which had originally welcomed the initial draft agreement with Iran by raising a new demand that Saudi Arabia, Pakistan and others sign on to the Abraham Accords, a set of diplomatic agreements from 2020 establishing ties with Israel. Saudi Arabia has linked any normalization of relations with Israel with the recognition of a Palestinian state. In a social media post on Monday, Trump wrote : "After all the work done by the United States to try and pull this very complex puzzle together, it should be mandatory that all of these Countries, at a minimum, simultaneously, sign onto the Abraham Accords." Saudi Arabia has linked normalization of ties with Israel with recognition of a Palestinian state. Sponsor Message Iran's foreign ministry Tuesday accuse...

TradingKey - Investors are preparing for Anthropic's IPO and have started to think through the next phase of the development of traditional software. Since early 2026, many Software-as-a-Service (SaaS) providers have seen investors become increasingly less optimistic; will Anthropic and other AI capabilities replace or reduce the overall value of point solutions? Thus, we must now determine whether or not Palantir Technologies (PLTR) is still a good investment. To answer this question, we need to break apart the headline risk from the underlying fundamentals, look closely at Palantir's operating model, and see how an Anthropic IPO might change investments from now until its IPO and how that might affect investing over time. What Is Palantir? Organizations can use Palantir's applications and infrastructure solutions to create connections between previously disconnected pieces of data so that they can take informed actions. Palantir has separate platforms designed specifically for government (Gotham) and commercial clients (Foundry). The company's AI platform connects to the ground databases and models created by clients and also manages all client workflows, security protocols, and other relevant information relative to the client generating outputs from their existing database systems. Even though the company's stock price has fallen about 18% year to date due to the concerns surrounding artificial intelligence software, the company stresses that it is not a model vendor but an operator that deploys models in real-world applications. Typically, the company uses multiple models from various vendors within its AI platform to achieve its customers' needs. Why PLTR Stock Fell in 2026: The Broader SaaS Valuation Reset Palantir's stock price has suffered over the course of 2026 due to many macroeconomic challenges facing the broader SaaS industry and the company's strong fundamentals. High-growth software companies are experiencing multiple compression as investors reeval...

Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here's What's Driving Wall Street's Most Bullish Target 24/7 Wall St.

Shares of Micron Technology (NASDAQ:MU) are up 12% to $843 after UBS raised its price target on MU stock to $1,625 from $535. The firm maintained its Buy rating, and the new figure now stands as the most bullish target on Wall Street. The magnitude of the raise is the story. UBS analyst Timothy Arcuri ... Micron Jumps 12% After Price Target Raise From $535 to $1,625: Here’s What’s Driving Wall Street’s Most Bullish Target

BRUSSELS, May 26 (Reuters) - The European commission ‌is set to ‌allocate two thirds of ​lucrative mobile satellite spectrum to European companies, with the rest ‌available ⁠for non-European rivals such as Elon ⁠Musk's Starlink and Amazon's low-earth-orbit ​satellite business ​Leo, ​people with direct ‌knowledge of the matter said on Tuesday. The EU executive will next year allocate ‌mobile satellite ​spectrum currently ​used ​by American ‌companies Viasat and EchoStar ​and ​which is due to expire in ​May ‌2027. (Reporting by Foo ​Yun CheeEditing by ​David Goodman)

Micron Technology stock hits all-time high at $822.75 Investing.com

格隆汇5月26日｜美股三大指数集体高开，纳指涨0.94%，标普500指数涨0.62%，道指涨0.24%。 特朗普公开“点赞”美光，存储概念股集体上涨，美光科技涨超11%创新高，慧荣科技、闪迪、西部数据涨近4%，希捷科技涨超1%。 小马智行涨超11%，Q1 Robotaxi业务收入同比增长395.4%创下单季新高，上调全年收入与车队规模目标。 英国石油跌4.6%，董事会以“严重”治理关切为由免去Albert Manifold的董事长及董事职务。(格隆汇)

A recent episode of Moonshots with host Peter Diamandis focused on how SpaceX could become the largest IPO in financial history. SpaceX has filed paperwork for a $75 billion public offering at a valuation of $1.75 trillion. For context on scale, the panel noted the deal would be over 2.5 times larger than Saudi Aramco’s record ... SpaceX Files IPO With Tens Of Trillions At Stake

Austin, Texas , May 26, 2026 (GLOBE NEWSWIRE) -- FOR IMMEDIATE RELEASE MEDX HOLDINGS (MEDH) REPORTS EXCEPTIONAL Q1 2026 FINANCIALS: REVENUE SURGES, EXPANSION ON TRACK, AND CEO TO SPEAK AT HEMP BEVERAGE EXPO AUSTIN, Texas — May 26, 2026 — MedX Holdings, Inc. (OTC: MEDH) (soon to be Dazed Inc., pending ticker symbol DAZE), a dynamic brands and acquisition company focused on the emerging hemp, cannabis, and hospitality industries, today announced its financial results for the first quarter ended March 31, 2026. The company is thrilled to report significant year-over-year revenue and gross profit growth, continued profitability, and major traction in its nationwide franchise expansion. Q1 2026 Financial Highlights: Accelerated Growth and Profitability The first quarter of 2026 reflects the power of MedX's strategic focus on high-margin branding, efficient operations, and calculated expansion. Key financial milestones from the Q1 2026 consolidated financial statements include: Solid Revenue Growth: Q1 2026 revenues reached $521,874, representing an impressive 52.7% increase compared to revenues of $341,711 in Q1 2025. Q1 2026 revenues reached $521,874, representing an impressive 52.7% increase compared to revenues of $341,711 in Q1 2025. Surging Gross Profit: Gross profit for the quarter climbed to $398,990, a 70.6% jump from the $233,793 reported in the same period last year. Gross profit for the quarter climbed to $398,990, a 70.6% jump from the $233,793 reported in the same period last year. Sustained Profitability: The company maintained a positive bottom line, reporting a net income of $22,203 for the three months ended March 31, 2026. Expansion on Track: Bringing the "Third Place" to New Cities Following the momentum built in late 2025, MedX's physical footprint expansion is proceeding exactly as planned. The highly anticipated San Marcos, Texas franchise location officially opened over memorial day weekend with strong sales. To keep momentum going, the company is ...

道指涨0.3%，标普500指数涨0.6%。半导体股普涨，美光科技涨约10%，瑞银大幅上调美光目标价至华尔街最高，料其市值达1.8万亿美元；AMD涨约4%，高通涨约1%。 火箭及卫星板块上涨，Redwire Corp.涨约10%，Firefly Aerospace Inc.涨约7%。 Oklo涨约7%，公司已经被美国能源部（DOE）正式选中，进入利用冷战时期剩余钚（Plonium）作为核反应堆燃料的“高级谈判阶段（Advanced Negotiations）。 纳斯达克中国金龙指数涨近1%。小马智行涨约10%。公司一季度总营收2.36亿元，同比增长145%；老虎证券涨约10%，富途控股涨约14%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

药捷安康-B公告，公司与上海艾力斯医药科技股份有限公司达成临床合作及供药协议。双方将共同推进一项评估TT-00973-MS片联合甲磺酸伏美替尼片治疗EGFR敏感突变局部晚期或转移性非小细胞肺癌患者的安全性及有效性的多中心、开放标签II期研究。根据协议条款，药捷安康作为本临床试验的申办方，承担本临床试验的运营与费用。艾力斯免费提供本临床试验所需要的甲磺酸伏美替尼片。基于本临床试验的结果，双方将共同探讨进一步开展TT-00973-MS片与甲磺酸伏美替尼片联用III期临床试验的合作机会。

在这个魔幻的港股市场里，你永远不知道明天和暴雷哪一个先来。 对比2026年一季度财报中那极其惹眼的"归母净利润暴涨超400%"的狂欢，金山软件（03888.HK）年内股价的大跌、距离历史高点近乎腰斩的惨淡现实，显得尤为刺眼。 更为打击的是，就在5月底金山软件被无情的踢出了恒生科技指数。 很多散户盯着那个三位数的利润增长率，满脑子都是"业绩反转"、"重估中国微软"的宏大叙事，幻想着能一把满仓抄到底。 但资本市场从来不傻。机构们在盘面上疯狂夺门而出，真金白银的抛售背后，是对这份"注水"财报的无声抗议。 当潮水退去，我们不禁要问：资本究竟在抛售什么？在狂奔的AI时代，暴跌之后的金山，剥去财务技巧的外衣，究竟还能不能承载起"中国微软"的野心？ 刺破"400%利润神话"，财报里的暗礁 看财务报表这东西，就像是你朋友圈里的精修自拍，看着挺美，卸了妆全是坑。 咱们来剥洋葱式地拆解一下这份看似炸裂的业绩。超高比例的利润增长，掩盖了一个极其尴尬的现实：这钱，根本不是靠主业辛辛苦苦敲代码、卖软件赚来的。 翻开财报的附注就会发现，绝大部分的利润飙升，来自于对外投资基金项目、特别是金山云股权增值和稀释产生的一次性非经常性投资收益。 2025年有高达12.53亿元的其他收益净额，这主要是因为金山云发行新股产生的摊薄影响，硬生生在账面上确认了一笔"视为出售股份"的收益。 这就像是你开了一家面馆，今年卖面条其实没赚几个钱，甚至还亏了点，但你早年投资隔壁老王的奶茶店突然估值暴涨，你在账面上把这笔钱算成了自己的年度利润。面馆的生意变好了吗？并没有。 直接戳破了这层窗户纸，明确指出2025年四季度金山软件的经营利润其实同比大降54%，但净利润却同比增长51%到了13亿元，靠的就是那大约8亿元的视同处置收益。 剔除掉这些投资收益、资产处置的"财技"粉饰，主营业务扣非归母净利润的真实面貌，其实相当疲软。 游戏业务作为曾经的利润奶牛，现在正在经历痛苦的阵痛。2025年四季度游戏收入同比下降了32.8%，老游戏收入下滑，新出的《鹅鸭杀》虽然注册用户破了3000万，DAU有300万，但目前只重用户增长，商业化还在早期，对利润的贡献微乎其微。更是直接把2026年定调为金山软件游戏业务的"调整之年"，预计游戏收入将录得双位数同比下滑。 只要把主营业务的底色和账面利润放在一起对照，这种割裂感就再也藏不住了。 一边是核...

今年1～4月，高技术产业实际使用外资达到1163.3亿元人民币，同比增长20.3%，占全国实际使用外资的40.4%。 中国不仅是全球经济的“稳定器”，更是跨国公司面向未来布局的“必选地”。 今年1～4月，全国新设立外商投资企业超过2万家，同比增长6.8%，其中已有3000余家外资企业追加投资；高技术产业实际使用外资达到1163.3亿元人民币，同比增长20.3%，占全国实际使用外资的40.4%。多家外国商会的最新调查显示，众多跨国公司计划增加在华投资。 5月26日，国务院新闻办召开发布会介绍第七届跨国公司领导人青岛峰会有关情况。商务部副部长鄢东表示，中国坚定不移持续扩大高水平对外开放，释放超大规模市场红利，更大力度吸引和利用外资，为各类市场主体包括跨国公司深耕中国、布局长远提供了坚实的制度保障和广阔的市场空间。 鄢东强调，“十五五”期间，商务部将继续坚定不移推进高水平对外开放，积极塑造吸引外资新优势，支持外资企业投资中国、深耕中国。深化服务业开放，拓宽外资“新空间”；对接高标准，构建制度型开放“新框架”；优化投向结构，激活外资“新动能”；加强全周期服务，打造营商环境“新标杆”。 高技术产业引资增长超20% 当前，全球经济格局深刻调整，世界经济复苏的不确定性在上升。与此同时，新一轮科技革命和产业变革迭代提速，数字经济、绿色低碳、先进制造等新赛道蓬勃兴起，全球企业寻求稳定市场、优质营商环境和长期合作空间的意愿空前强烈。 今年前4个月，全国新设立外商投资企业20113家，同比增长6.8%。从结构来看，高技术产业实际使用外资1163.3亿元人民币，同比增长20.3%，占全国实际使用外资的40.4%，较去年同期提升10.3个百分点。其中，研发与设计服务、计算机及办公设备制造业、电子及通信设备制造业实际使用外资分别增长108.4%、22.9%、20.2%。 上海社会科学院经济研究所副所长詹宇波此前接受第一财经采访时表示，高技术产业实际使用外资占比超40%为历史最高水平，这表明我国吸引外资的结构正在持续优化。这一情况与我国经济产业转型升级保持同步，说明外资如果要分享未来中国经济高质量增长的红利就必须跟上这一步伐。随着中国产业结构进一步优化，可以预期这样的趋势将继续维持。 《鼓励外商投资产业目录（2025年版）》自2026年2月1日起施行，净增加了205条鼓励类目录，重点是在先进制造...

格隆汇5月26日｜据央视财经，铝土矿是生产金属铝的主要原料，近期价格一度走低。彭博社消息，全球最大铝土矿生产国几内亚计划于下月出台改革措施，管控铝土矿出口，以提振这一矿产的价格。彭博社的报道称，几内亚铝土矿产量占全球总量的三分之一以上，2025年该国铝土矿出口量较前一年大增约25%，达到1.83亿吨，并且今年一季度出口增速进一步加快。几内亚矿业和地质部长布纳·西拉在接受采访时表示，供应量激增导致市场行情走低，铝土矿价格较去年年初的高点近乎腰斩，希望能通过管控出口量，推动铝土矿价格回归合理区间，具体管控举措预计今年6月出台。

benkrut/iStock Editorial via Getty Images One of the restaurant names I've been following more closely is starting to play out pretty much the way I expected going into FY 2026. And while I figured there would be a few tweaks early in the year, this Q1 ended up showing a lot of what I had been talking about with Dine Brands ( DIN ): For the first time in several years, all three brands are reporting positive same-store sales. I’d been saying for a while that the '2 for $25' platform, paired with the right LTOs, could end up being a pretty good traffic driver. Dine Brands scooped up all 53 restaurants from Neighborhood Restaurant Partners (the bankrupt franchisor I told you about in the last article ), intending to convert some to dual-branded or renovate them and then refranchise them. Margins took a bit of a short-term hit from having more company-owned stores in the mix, while Capex moved higher and FCF softened for now. That probably means buybacks slow down or take a pause in the near term, before picking back up more aggressively around the FY 2027/FY 2028 cycle. Seeking Alpha I also really liked how my 'Buy' rating performed so far, since I was targeting the low-$30s. Since the end of March, the stock is up about ~15% on a total return basis, a bit ahead of the S&P, which climbed nearly 14% over the same stretch. But now we're in the same situation as the articles from December and early March. The stock is only ~10% below my price target of ~$30 to $32, and from this angle, it seems to me that the shareholder yield will dry up a bit. I say that because the dividend was already cut two quarters ago—it now yields only about 2.5%, or $0.76 per share—and that extra $50 million management had been putting into buybacks over the last couple of quarters is basically gone now. Sure, they can still do some buybacks here and there, but it doesn't look like something that will be recurring through FY 2026, especially with higher Capex putting pressure on FCF. The only c...

primeimages/iStock via Getty Images Strategy Overview The portfolio combines two complementary strategies with different responses to volatility: arbitrage seeks alpha and uncorrelated returns, while hedged equity provides income from options writing and upside participation. Market Overview The first quarter of 2026 unfolded against a backdrop of notable equity market volatility, geopolitical tension, and a fixed-income market that continued to recalibrate around Federal Reserve policy. The S&P 500 declined -4.33% during the quarter as markets contended with renewed US-China trade friction, military conflict with Iran, and uncertainty surrounding the pace and direction of future Fed rate cuts. Equity markets broadly moved lower, with growth and momentum names bearing the brunt of the selling pressure. Against this backdrop, the Bloomberg US Aggregate Bond Index finished flat at -0.05%, reflecting a modest flight-to-quality and a continued decline in shorter-maturity yields. Performance and Positioning Calamos Market Neutral Income Strategy delivered a positive absolute return of 0.55% (gross of fees) and 0.38% (net of fees) in a volatile first quarter of 2026, outperforming the S&P 500, down -4.33%, and modestly ahead of its benchmark Bloomberg US Government/Credit Index, down -0.20%. The portfolio's four core strategies—hedged equity, convertible arbitrage, merger arbitrage, and SPAC arbitrage—all contributed positively amid equity weakness and geopolitical uncertainty. In a quarter when equities fell significantly (one of the three worst quarters for the S&P 500 since the Covid selloff of 1Q 2020) and the bond market flip-flopped over the direction of interest rates, we believe the portfolio's positive absolute performance demonstrates the value of our steady hand. Hedged Equity Strategy Consistent with our outlook entering the year , we maintained a heavier-than-average (i.e., more defensive) hedge given the combination of still-elevated implied volatility and a...

文章提及标的 标准普尔500指数 -- 特斯拉 -- 小鹏集团 -- 京东 -- 网易 -- 超威半导体 -- 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

财联社5月26日讯（记者 胡皓琼） 西芒杜铁矿项目带动运输需求兑现，叠加煤炭、粮食需求前置等因素，今年以来干散货运输市场持续走强，淡季不淡。业内预计今年全年该市场整体运费或超去年。 不过，从最新的情况来看，BDI走势呈冲高回落再反弹的态势，有机构人士表示，暂时性回落并不能将其认定为本轮行情拐点已至，仍需观察6月初的需求情况是否转弱。“后续市场运价或以区间震荡为主。” 截至5月26日，波罗的海交易所干散货运价指数（BDI）报3085点，环比增长3.14%，处于历史高位。 多货种需求增加带涨散运价格 从本轮走强的原因来看，多名业内人士向财联社记者解释道，存在铁矿石、煤炭、粮食等多重需求利好因素。 船舶经纪公司URSA研究团队分析道，铁矿石方面，贸易流向优化，几内亚西芒杜（Simandou）铁矿项目的投产释放了显著的航运增量；同时，巴西发货港表现活跃，铁矿石运价在多重因素支撑下维持高位震荡。煤炭方面，在全球能源结构调整的背景下，受能源安全保障及印度等新兴市场强劲需求的驱动，动力煤的海运贸易量保持了显著增长，为干散货市场提供了重要支撑。 此外，粮食方面，URSA研究团队进一步表示，主要为粮食贸易的季节性支撑。今年南美粮食丰收，气候环境为后续的出口贸易奠定了坚实基础，受供需缺口及物流节奏的双重影响，相关航线的运输需求呈现明显的增长态势。 从运力来看，克拉克森数据显示，新造船市场上，截至5月22日，干散货船今年以来新订单仅153艘，同比减少24%，表现趋弱。德路里数据显示，散货船市场中，灵便型船队正面临严重老龄化，15年以上船龄占比近50%，而订单仅占2%，未来四五年该船型或将出现净收缩。 船队收益方面，克拉克森研究最新的报告显示，上周，尽管周中好望角型散货船受运力供给增多影响，该船型运价冲高回落，但太平洋航线交易热度较高，各大矿企均参与市场，船东也更多着手洽谈六月初船期。当周船队加权平均即期约4万美元/天，日收益稳居两年高位；卡姆萨尔型船即期日收益周环比下跌13%，但20626美元/天的收益水平仍处于历史高位。 基于此，今年上半年干散货运输市场对散货船东的经营影响已基本定型。 “我们外贸船队更多做现货，租金运费会跟着指数走，今年以来，不仅Q1，Q2以来的效益表现也较好。此外，今年内贸散货运输也走强，部分航次运价甚至高于外贸，出现倒挂。”一家上市散货船东相关负责人告诉财联社记者...

Quick Read PayPal (PYPL) generated $5.56B in free cash flow, trades at 8x trailing, compared to Palantir (PLTR) which trades at 154x trailing earnings with a $328B market cap despite generating $2.27B in free cash flow. PayPal’s fortress balance sheet and capital returns program offer asymmetric risk-reward against Palantir’s high-growth multiple that requires flawless execution to justify valuation. The analyst who called NVIDIA in 2010 just named his top 10 stocks and PayPal wasn't one of them. Get them here FREE. Palantir Technologies (NASDAQ:PLTR) is the stock every retail dashboard, every AI thinkpiece, and every wallstreetbets thread cannot stop talking about, and at $136.88 a share with a market cap above $328 billion, the crowd has good reason to be excited about its 70% Q4 revenue growth. The valuation, however, leaves no room for error. The Palantir story is priced for outcomes that have never happened in software history. The stock trades at a trailing 154x earnings, a forward 93x, and a staggering 63x sales. On enterprise value to EBITDA, the multiple is 159x. CEO Alex Karp called the company "an n of 1" with a Rule of 40 score of 127%, and the market has obliged by capitalizing every word of that pitch. The Reddit footprint confirms what the multiple implies: PLTR sentiment is concentrated in wallstreetbets, with one viral post during the May rally titled "The market will literally never go down again" drawing more than 9,000 upvotes before sentiment collapsed days later to a bearish reading of 28. That is a hype cycle, not a thesis. Now redirect your attention to PayPal (NASDAQ:PYPL), trading near $44.23 after a 37.77% decline over the past year. Wall Street has punished the company for branded-checkout competition. The cash register has not gotten the memo. The analyst who called NVIDIA in 2010 just named his top 10 stocks and PayPal wasn't one of them. Get them here FREE. 1. A genuine cash-flow machine at a single-digit multiple PayPal generated $5.5...

Forget Palantir Technologies: This Cash-Flow Fintech Pioneer Under $30 Is a Considerably Better Buy 24/7 Wall St.

Palantir Technologies (NASDAQ:PLTR) is the stock every retail dashboard, every AI thinkpiece, and every wallstreetbets thread cannot stop talking about, and at $136.88 a share with a market cap above $328 billion, the crowd has good reason to be excited about its 70% Q4 revenue growth. The valuation, however, leaves no room for error. The ... Forget Palantir Technologies: This Cash-Flow Fintech Pioneer Under $30 Is a Considerably Better Buy

This article first appeared on GuruFocus. Alphabet (GOOGL, Financials) is facing fresh pressure in Europe as regulators reportedly prepare a major fine against Google over its search practices. The European Union is planning a high triple-digit million euro penalty, according to Germany's Handelsblatt newspaper, which cited commission sources. The decision is expected before the summer break and could become the largest fine yet under the Digital Markets Act. The case centers on whether Google gives its own services an unfair advantage in search results. EU regulators have been examining whether that practice limits competition and makes it harder for rival services to reach users. The European Commission has said its main goal is compliance, not punishment. Still, officials have made clear they are ready to move ahead if Google does not offer changes that satisfy regulators. Google has pushed back, saying the changes it has already made under the DMA have weakened the search experience for European users. The company said it wants to resolve the matter, but it has also argued that the rules benefit a small group of complainants. For investors, the fine itself may be manageable for Alphabet. The bigger question is whether Europe forces deeper changes to Google Search, a core driver of advertising revenue and market strength. The next key step is the Commission's final decision, expected before the summer break.

北京时间5月26日晚，美股周二高开。交易员正在评估美国与伊朗可能达成结束战争协议的前景。 美国股市周一因阵亡将士纪念日假期休市。 周二市场情绪改善的主要驱动力来自中东局势的缓和信号。存储芯片板块表现最为亮眼， 美光 科技不仅受益于宏观情绪改善，此前还获得特朗普公开称赞。 与此同时，AI基础设施需求依旧强劲。 瑞银 上周将标普500年底目标价上调至7900点，并将对数据中心基础设施近乎无止境的需求列为核心驱动力。 据伊朗Tasnim通讯社报道，德黑兰方面正在寻求在谈判中解冻约240亿美元的海外资金。美国国务卿马可-卢比奥表示，协议可能需要几天时间才能达成，而特朗普总统亦在社交媒体上称谈判进展顺利。 据消息人士透露，美伊有望于本周内达成60天停火协议，并计划在协议达成后第30日将霍尔木兹海峡恢复至战前自由通行状态。 但分析师提醒称，需注意的是，尽管美伊谈判前景乐观，但双方周末仍发生小规模交火，局势依然脆弱，市场情绪仍可能随时反转。 美国总统特朗普周一表示，与伊朗结束战争的谈判“进展顺利”。但他同时警告称，如果谈判破裂，美国可能发起进攻。 此外，美国军方表示，周二凌晨在伊朗南部实施了“自卫”打击。美国中央司令部发言人Tim Hawkins称，部分目标包括导弹发射场以及试图布设水雷的伊朗船只。他补充说，在两国“持续停火期间”，美国保持了“克制”。 布伦特原油价格周二上涨，因美军在伊朗南部实施打击，且美国总统特朗普就美伊谈判发出喜忧参半的信号，令交易员保持紧张。 截至美国东部时间上午7：59，国际基准布伦特原油上涨3%，至每桶99.03美元。美国西得克萨斯中质原油7月期货较上周五收盘价下跌4%，至每桶92.73美元。 美国军方表示，其在伊朗南部实施了自卫打击，目标是涉嫌试图布设水雷的船只以及导弹发射阵地。美国中央司令部表示，这些行动旨在保护该国的部队免受伊朗军队造成的威胁。 Vital Knowledge的Adam Crisafulli写道：“市场共识仍认为未来几天内华盛顿与德黑兰会达成某种形式的正式缓和协议，这意味着真正的问题是这在多大程度上已被市场消化。” 标普500指数上周上涨0.9%，为连续第八周上涨，创下自2023年底以来最长的周度连涨纪录。道指上涨2.1%，实现四周内第三次周度上涨。 纳斯达克 指数上周上涨0.5%，在过去八周中第七次上涨。 Trivariate ...

The first is Russia's lack of success on the battlefield, he says, adding: "In the absence of strategic results on the front, the Kremlin is trying to exert psychological pressure on Ukraine."

Stefan Sutka/iStock Editorial via Getty Images Amazon.com, Inc.'s ( AMZN ) stock price, over the course of last 12-14 months, was all over the place, initially coming under pressure from U.S.-induced import tariffs, rattling consumer sentiment. Later, pressured by investor skepticism of heavy AI CapEx spend, and now rallying as a result of strong Q1 earnings and AWS growth re-acceleration. In the last 2 months alone, the shares are up 20%+. This shows the ruthless nature of the stock market, which often gives us opportunity to buy shares at a fraction of their value. Back in January 2025, I called Amazon one of our top ideas, with a price target $270/share. It took few months longer, but now Amazon surpassed our price target in April, and still trades at ≈$266/share. Since the shares are trading near our price target, let's look at what's next for Amazon. Data by YCharts Previous Coverage In my last coverage of Amazon, titled: Why 2026 Will Be A Game Changer For Amazon , I looked into the firm's strong Q3 2025 results and discussed AWS's strong performance and early signs of re-acceleration of growth. It's fair to say, for last 1-2 years I was praising Amazon's focus on operational efficiency, which pushed the profit margins to record heights, and Andy Jassy's leadership won a vote of confidence from investors. The firm's operating margin went from sub-3% to over 11%. For a firm with annual revenue run-rate of $650B+, this is massive bottom line boost. While high margin AWS was responsible for a large chunk of the heavy lifting, e-commerce efficiency improvements are now meaningfully starting to contribute to the bottom line. And, this isn't set to stop, but to accelerate as Amazon invests in automation and reduces its workforce. Amazon's Q1 & AWS Success Amazon reported it's Q1 2026 earnings back on April 29, and the results easily topped analyst expectations both on top and bottom line. Amazon's net sales grew 17% to $181.5B vs. the estimates of $177.3B. North Ame...

Stefan Sutka/iStock Editorial via Getty Images Amazon.com, Inc.'s ( AMZN ) stock price, over the course of last 12-14 months, was all over the place, initially coming under pressure from U.S.-induced import tariffs, rattling consumer sentiment. Later, pressured by investor skepticism of heavy AI CapEx spend, and now rallying as a result of strong Q1 earnings and AWS growth re-acceleration. In the last 2 months alone, the shares are up 20%+. This shows the ruthless nature of the stock market, which often gives us opportunity to buy shares at a fraction of their value. Back in January 2025, I called Amazon one of our top ideas, with a price target $270/share. It took few months longer, but now Amazon surpassed our price target in April, and still trades at ≈$266/share. Since the shares are trading near our price target, let's look at what's next for Amazon. Data by YCharts Previous Coverage In my last coverage of Amazon, titled: Why 2026 Will Be A Game Changer For Amazon , I looked into the firm's strong Q3 2025 results and discussed AWS's strong performance and early signs of re-acceleration of growth. It's fair to say, for last 1-2 years I was praising Amazon's focus on operational efficiency, which pushed the profit margins to record heights, and Andy Jassy's leadership won a vote of confidence from investors. The firm's operating margin went from sub-3% to over 11%. For a firm with annual revenue run-rate of $650B+, this is massive bottom line boost. While high margin AWS was responsible for a large chunk of the heavy lifting, e-commerce efficiency improvements are now meaningfully starting to contribute to the bottom line. And, this isn't set to stop, but to accelerate as Amazon invests in automation and reduces its workforce. Amazon's Q1 & AWS Success Amazon reported it's Q1 2026 earnings back on April 29, and the results easily topped analyst expectations both on top and bottom line. Amazon's net sales grew 17% to $181.5B vs. the estimates of $177.3B. North Ame...

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Owning Themes Generative Artificial Intelligence ETF (NASDAQ:WISE) is a bet that you can outsmart a basket. The fund holds 48 generative AI stocks, charges about 0.35%, and runs around $31 million in assets If you bought WISE for tighter exposure to the generative AI thesis than a broad tech ETF offers, the question is whether ... WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore