In recent trading, shares of Nucor Corp. (Symbol: NUE) have crossed above the average analyst 12-month target price of $251.64, changing hands for $258.46/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuati

In recent trading, shares of ASML Holding NV (Symbol: ASML) have crossed above the average analyst 12-month target price of $1694.78, changing hands for $1705.37/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on

In recent trading, shares of Silicon Motion Technology Corp (Symbol: SIMO) have crossed above the average analyst 12-month target price of $269.11, changing hands for $302.34/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react:

Sven Piper/iStock Editorial via Getty Images SpaceX's upcoming Nasdaq debut may be one of the most anticipated IPOs in history, but Morningstar analysts believe investors should approach the stock with caution, arguing the company is worth less than half its expected market valuation. SpaceX is reportedly seeking to raise $75B at a valuation of approximately $1.75T. “We think the company has been significantly overvalued and investors will have opportunities to buy the stock at more attractive levels after the IPO,” Morningstar analysts wrote in a research note published Monday. A key concern for Morningstar is the company's xAI business. The analysts see a wide range of potential outcomes for the unit's future profitability and describe its economic moat as "indeterminate." They also believe xAI poses a "material threat of value destruction" to the broader company. “Our discounted cash flow valuation of SpaceX is $780 billion, about 48% below its private market valuation, including a wide range of probability-weighted scenarios for the AI business,” the analysts added. While the firm does not view the IPO as an attractive entry point for retail investors, it believes those interested in the company's long-term prospects may find better buying opportunities after the initial excitement fades, offering "a greater margin of safety" than at the time of listing. “With a small initial float boosted by almost every investment bank on the planet, buoyant investor appetite for AI infrastructure bids, and an unprecedented path to inclusion in the Nasdaq 100 Index just 15 trading days after the IPO, we expect SpaceX’s share price will likely survive separation and may even ascend, at least for a time,” Morningstar said. More on SpaceX SpaceX: Lessons From The Post-IPO Drawdowns Of Mega-Tech Royalty SpaceX: Mars Can Wait, So Can I Houston, We Have A Problem: SpaceX, Tesla, And The xAI Bailout Nobody Voted On Elon Musk's SpaceX eyes record $75B IPO at $135 per share - report Sp...

In recent trading, shares of Celestica Inc (Symbol: CLS) have crossed above the average analyst 12-month target price of $448.50, changing hands for $472.40/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valua

In recent trading, shares of Generac Holdings Inc (Symbol: GNRC) have crossed above the average analyst 12-month target price of $281.80, changing hands for $284.58/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade

Energy sector M&A is hot again. With West Texas Intermediate (WTI) crude recently trading at $94.77 per barrel and the EIA’s May 2026 Short-Term Energy Outlook projecting continued growth in Permian output, larger operators are hunting for accretive bolt-ons, scarcity acreage, and discounted offshore portfolios. Onshore consolidation in the Permian and Eagle Ford continues, and ... As Energy M&A Heats Up, These 3 Smaller Players Are Prime Takeover Candidates

Switzerland said it remains in talks with the US after Washington proposed fresh tariffs on imports from major trading partners, adding that negotiations to finalize a broader trade deal are continuing. “Negotiations with the US on a trade agreement continue to go on,” a spokesperson for the economy ministry said, speaking on behalf of the Swiss government. “Switzerland is taking current developments into account in these negotiations. Switzerland aims for a negotiation outcome that will satisfactorily regulate economic relations between the two countries in the long term, regardless of legal and political developments in the US.” The statement followed the US’s proposal to impose tariffs of at least 10% on goods from 60 trading partners, the Trump administration’s biggest move to revive a protectionist trade agenda after earlier levies were struck down by the US Supreme Court. Under the proposal, imports from Canada, Mexico, the European Union, Taiwan and the UK would face a 10% tariff following a Section 301 investigation into goods allegedly produced with forced labor. Products from China , India , Japan, South Korea, Brazil and Switzerland would be subject to a 12.5% levy, according to the Office of the US Trade Representative. “Switzerland vehemently rejects the allegations raised in these investigations,” the economy ministry spokesperson said. “Swiss practices do not harm US manufacturers.” In a separate statement, Economiesuisse — Switzerland’s chief business lobby — also rejected the claims. “There is no evidence whatsoever that goods from the US have to compete in Switzerland with products that contain inputs derived from forced labor,” it said. “Nor is there any evidence that Swiss supply chains are being used to channel such goods into the US market or to distort competitive conditions to the detriment of American companies.” The business lobby also raised concerns over the proposal that new tariffs would be higher than those for the European Union. “The...

Alphabet and Microsoft are each operating at a high level.

Key PointsAlphabet's advertising business is more cyclical.

Andrzej Rostek/iStock via Getty Images Co-authored with Luuk Wierenga. As income investors, one of our highest priorities is to buy companies when we believe they are trading at an attractive long-term valuation. After all, when you pay a lower price, you receive a higher yield on your capital. This frequently means buying investments that are unpopular or currently out of favor—buying investments that haven't seen strong total returns over the past 3-5 years. After all, if the price went up a lot, it probably isn't cheap anymore. This is particularly true with dividend investing, where a large portion of the total return will come as dividends instead of upside in share price. With Growth stocks that pay a minimal or no dividend, you can have nearly infinite price upside. They are maintaining their capital and reinvesting it in growing the business. So as earnings grow, that should drive long-term price growth. With dividend investments, you tend to have much slower growth because the company is distributing a large portion of its profits to shareholders. They are retaining less and therefore growing at a slower pace. Therefore, prices tend to rise less, and the money is going into your pocket, which you can reinvest if you want your position to grow, or you can do something else with it. In March, we added Kilroy Realty Corporation ( KRC ) to our HDO portfolio , and we've been discussing other office REIT picks. Today, we want to zoom out and see why we think now is a good time to be adding office REITs to a portfolio after several years of material underperformance in the sector. Let's dive in! Office REIT Renaissance After years of underperformance, high-quality office REITs are in full recovery mode. We will show you what’s happening by going over multiple relevant metrics and trends in the industry that show you that buying into these cheap REITs can set you up for great market-beating returns down the road. We will do this by analyzing a few A-tier office REI...

英伟达首席执行官黄仁勋在中国台北向数百名金融机构及富裕家族办公室代表发表演讲，以"疯狂可观"（insane）的回报前景为人工智能投资背书，试图打消市场对AI巨额支出及长期盈利能力的持续疑虑。 在本周Computex期间，黄仁勋周二晚间出席一场闭门论坛，直接向潜在的高净值投资者发出号召。他表示， AI的投资回报率（ROI）"在过去六个月里已被彻底重塑，现在已经是疯狂地盈利了"，并称质疑AI回报的人才是"疯子"。 此番表态，是对近期市场上AI泡沫论的正面回击。 这场论坛由亿万富豪支持的投资机构Era（由Jasper Lau创立）与本地金融大亨Andre Koo Sr.旗下中租控股联合主办，地点设于中国台北文华东方酒店，吸引逾300名嘉宾出席，包括高瓴投资、太盟投资集团（PAG）及星展集团（DBS Group Holdings Ltd.）等机构代表。 AI回报争议：黄仁勋正面回应泡沫质疑 围绕AI投资是否已形成泡沫的争论，近期在全球投资者中持续发酵。批评者指出，市场估值涨幅史无前例，数据中心支出已累计数万亿美元，AI未来的变现潜力仍存在不确定性。 黄仁勋在演讲中直接援引去年同类场合的情形加以对比。"还记得去年我们在一起时，围绕投资的言论和叙事是——ROI在哪里？"他说： "现在给我举一个还有哪个疯子会这么说的例子。他们说出来会显得很荒唐。" 这一表态标志着AI投资叙事的明显转向——从此前"何时能看到回报"的质疑，转向黄仁勋所描述的"回报已经兑现"的新阶段。他表示，AI技术已创造出数万亿美元的价值，足以证明相关投入的合理性。 生态圈背书：点名台积电、美光、SK海力士及Marvell 黄仁勋在演讲中不仅为英伟达自身站台，还向其合作伙伴生态圈中的多家企业公开喊话， 包括内存芯片制造商美光科技和SK海力士，以及台积电。 本周，Marvell的股价大幅飙升，导火索正是黄仁勋公开表示该公司将跻身"万亿美元估值俱乐部"。这一表态再度印证了黄仁勋的公开背书对相关个股的直接市场影响力。作为英伟达、微软及OpenAI关键供应商的本地企业，正竞相以创纪录规模融资借贷，成为全球AI债务扩张浪潮的组成部分。 瞄准家族办公室：富裕家族成AI融资"全新板块" 黄仁勋此次专程向家族办公室群体发声，具有明确的战略意图。他在演讲中指出，AI基础设施建设需要土地、电力与能源，同样也需要融资支持。 "你需要土地...

Key Points18,000 shares of Common Stock were sold for a total of ~$1.70 million on May 21, 2026.

2026年，储能赛道愈发景气了。 近来，多家主流媒体报道，中国的储能产业发展势头强劲，特别是出口迎来爆发式增长，成为外贸的新篇章。 与之对应的是，储能电池出货量TOP 10榜，已清一色为中企了。 国际形势复杂叠加海外需求旺盛，中企无疑成为最大赢家，但依然不能高枕无忧，一边韩企在不断加码，另外一边国内越来越多玩家也入局意欲分一杯羹。 那么，储能赛道未来将何去何从。 攻守之势早已换位 光电、风电等虽然是清洁能源，却也是波动电源。 能源基金会首席执行官兼中国区总裁邹骥表示：“当波动电源发电量在整个电网中的占比超过20%之后，给电网造成的压力已经不是修几条输电线可以解决的了，对电网造成的压力是物理层面的，传统上依赖转动惯量的电网稳定机制对于风光这类波动电源是无效的，必须采取新的电网稳定手段来对冲波动电源带来的问题。” 一言以蔽之， 在新能源替代传统能源的过程中，储能堪称必选项。 复盘来看，外企在相当长一段时间内扮演着先驱者的角色，特别是LG新能源、三星SDI等韩企曾经是当之无愧的储能霸主。 不过，随着储能电站对安全性的愈发重视以及中企电池技术的不断迭代，中企从跟随到追赶再到反超，最后实现了全面压制。 公开数据显示，2020年全球储能电池出货量，韩国以11GWh位居第一，占全球的比重高达55%，而位居第二的中国比重仅为17.5%；到了2026年第一季度，宁德时代、海辰储能等中企全面占据全球储能电池出货量TOP 10，单单这十家中企的比重之和就高达85.3%。 图源：InfoLink 如此一来，中企从搅局者变成了控局者。 此背景下，储能成为中国出口的新名片：CCTV 2《天下财经》报道，广东深圳某理货公司透露，2026年5月份前两周储能产品出口货量比前4个月总和还要多，主要出口到东盟、欧洲和南美。 值得一提的是，为了出海更为顺畅，储能企业纷纷选择在海外市场扎根，其中海辰储能是目前唯一在美国落地储能系统产能的中国企业。 不过， 中外储能博弈并没有结束。 LG新能源、三星SDI和SKOn纷纷加码储能，甚至将部分动力电池生产线转为储能电池生产线，积极扩张的势态肉眼可见。 图源：海辰储能 另外，特斯拉也是一股不可忽视的力量。 特斯拉2025年储能的出货量为46.7GWh，同比暴涨49%；储能的营业收入为127.7亿美元，同比增长27%。 之所以如此，与特斯拉上海储能超级工厂投产息息相关...

格隆汇6月3日｜数据中心运营商IREN签署了一项输电连接协议，以支持在南澳大利亚邦迪(Bundey)计划建设的800兆瓦数据中心园区，预计将在2028年开始供电。IREN盘前一度涨超7%。

MiniMed Group press release ( MMED ): Q4 GAAP EPS of -$0.68 misses by $0.38 . Revenue of $837M (+15.6% Y/Y) beats by $10.48M , and 8.7% organic. Record annual net sales performance surpasses $3B for first time, growing 14% as reported and 8% organic. Worldwide NPS of ~42,000, an increase of 7.4% quarter-over-quarter Worldwide CGM Attachment Rate of 68%, an increase of 100 bps quarter-over-quarter. Fiscal Year 2027 OutlookFor the fiscal year 2027 ending April 30, 2027, MiniMed expects: Organic revenue growth of approximately 10%, which includes a 1.0 to 1.5% expected benefit from the extra week in FY27. Adjusted EBITDA margin of approximately 16%. More on MiniMed Group MiniMed: Waiting For The First Earnings Report MiniMed Group: Medtronic's Diabetes Business Does Not Convince Most and least shorted mid-to mega-cap healthcare stocks in May Largest IPOs of the last 90 days register mixed debut Historical earnings data for MiniMed Group

Marvin Samuel Tolentino Pineda/iStock via Getty Images A go-to destination for live sports. That is the kind of thought that management at Roku ( ROKU ) would like you to have when you think of their company. At least, that's the read I took from the recent news out that Roku has added FOX One to its premium subscription offerings ahead of World Cup coverage. Gil Fuchsberg, Roku’s president of Subscriptions, Partnerships, and Corporate Development, spoke about this development and said: “The addition of FOX One expands the premium entertainment, news, and live sports available through Premium Subscriptions on The Roku Channel ahead of the biggest global sports moment of the year,” It seems to me that this is a pretty good indicator that the company is serious about expanding into live sports to the greatest extent that it possibly can, and making a move like this ahead of a sporting event that will be viewed around the world signals to me that the company is buckling down and getting serious about live sports. Now, this is far from the only thing that I consider encouraging about the Roku growth story. Rather, there are plenty of points of interest for those who might be thinking about buying a few shares for themselves, and I would like to cover those for you. The Big 100-Million Household Milestone There were plenty of things contained in the Q1 2026 earnings report for investors to be excited about, and I will get to several of them, but far and away the most important one was the milestone number of 100 million. That's the number of households that now stream Roku in some form or fashion. The company issued a press release on April 16, 2026, to highlight and celebrate the news: Today, Roku announced it has surpassed 100 million streaming households worldwide, a major milestone that highlights the company’s scale and momentum. This achievement reflects the broader shift in viewing habits, as streaming becomes the primary way people watch TV. The press release wen...

格隆汇6月3日｜加拿大皇家银行：将迈威尔科技(MRVL.US)目标价从240美元上调至360美元。

格隆汇6月3日｜乌克兰总统泽连斯基：与挪威首相进行了交谈。

美国总统唐纳德·特朗普表示，他本周在与以色列总理本雅明·内塔尼亚胡通话时曾对他爆粗口。特朗普正试图为黎巴嫩战事降温，并防止与伊朗的和平谈判脱轨。 特朗普在Pod Force One播客采访中被问及，他是否曾对内塔尼亚胡说脏话，并说他疯了时回答说：“是的。” 在这段于周三播出的播客中，特朗普说：“他老是与黎巴嫩打个不停，我对此有点恼火。到某个时候，我说，‘Bibi，我们必须得停手了。’”内塔尼亚胡以Bibi这个名字而广为人知。 特朗普还说，他“非常喜欢Bibi”，并否认这位以色列领导人“诱骗”他去攻击伊朗。 特朗普说：“是我先开始的。我之所以这样做，是因为他们不能拥有核武器。要不是我，现在就没有以色列了。” 这通电话发生在周一。当时，因以色列威胁轰炸黎巴嫩首都贝鲁特，伊朗威胁将暂停与美国的谈判，并进一步收紧霍尔木兹海峡的海上通行限制。 Axios首先报道了这通电话的细节，随后一名听取相关情况通报的以色列官员向彭博证实了此事。 特朗普周一还与真主党代表进行了交谈，称这个伊斯兰组织和以色列已同意停止互相开火，以军也已暂缓对贝鲁特的袭击。 自内塔尼亚胡与特朗普通话以来，黎巴嫩南部的战斗仍在继续。但以色列避免打击贝鲁特，真主党针对以色列本土的无人机袭击也已有所减少。 责任编辑：江学思

Xreal founder and CEO Xu Chi speaks on opening night of the Beyond Expo on May 27 in Macao. Photo: Beyond Expo (Macao) — After years of false starts and cyclical hype around virtual reality (VR) and metaverse hardware, Chinese augmented reality (AR) firm Xreal Ltd. founder Xu Chi said artificial intelligence (AI) may finally give smart glasses the use case the industry has long been waiting for. “Glasses makes the most sense as the next major consumer terminal after smartphones,” Xu told Caixin on the sidelines of the Beyond Expo in Macao on May 27. “AI needs a device that can stay with users continuously, rather than one that is unlocked only when needed.”

Brian Olsavsky joined Amazon in 2002, the same year it debuted on the Fortune 500.

The social media star has addressed his fellow Sidemen after leaving the YouTube collective.

The market is undergoing a significant platform shift, rewriting software business models in real-time. This transition is causing investor apprehension about software multiples, as the predictability of revenue and cash flow is being challenged. The discussion covers the divergence between the S&P 500 and Nasdaq, the rotation into 'old economy' names, and the impact of AI on software valuations, highlighting companies like Palantir and Jumia, and the implications of Elon Musk's ventures and Google's century bonds.