The Nvidia partner's stock has become a focal point of the bull-and-bear battle over an AI spending bubble.

While investors are still waiting on the highly anticipated IPOs for OpenAI and Anthropic, several other AI companies have gone public in the last few years. IPOs can be volatile in the early going, especially when they have a lot of hype, but there are some interesting investment opportunities among these AI stocks. Among AI stocks from recent IPOs, three in particular look like long-term winners based on their roles in the AI infrastructure build-out. Image source: Getty Images. Continue reading

TAIPEI, Taiwan, June 03, 2026--COMPUTEX — Vista Equity Partners and Cambium Capital today launched Vector Core Compute (VC2), the world's first commercially-available enterprise inference cloud for disaggregated inference leveraging technologies across SambaNova, Intel, and NVIDIA.

Key PointsNavitas surged 61% in May due to AI-related catalysts and growing optimism over its end markets.

Foreign investors pulled money out of Brazilian stocks at the fastest pace in more than six years in May, derailing what had been a historic run for the nation’s stock market. Last month saw 14.9 billion reais ($2.9 billion) in withdrawals from the local B3 exchange, according to data tracked by Bloomberg. The Ibovespa index is particularly sensitive to such flows as overseas investors account for over 60% of trading activity on the exchange, according to data from the bourse. The move represents the first month of negative foreign flows this year as investors look to move funds elsewhere amid a boom in artificial intelligence stocks and strong corporate earnings in the US and abroad. The outflows have sent Brazil’s Ibovespa stock index down for seven consecutive weeks, its longest losing streak since May 2004, paring what had been a stand-out start to the year. The Ibovespa gauge had leaped 12.6% in January, its biggest monthly advance since November 2020, before rallying again in February. The index was little changed in March and April, before tumbling 7.2% last month. “Starting in the second half of April, we observed a continuous outflow from foreign investors, who began taking profits and rebalancing their portfolios,” said Marcelo Okura , co-head of global markets for Latin America at UBS Group AG. Okura said both the ongoing tensions in the Middle East as well as surging demand for companies exposed to AI have diverted capital away from Latin America and toward developed markets. The broader oil shock sparked by the war in Iran also prompted markets to reassess the outlook for global interest rates, fueling concerns that Brazil’s monetary easing cycle could prove shorter than previously expected. The slump in Brazil’s Ibovespa index last month outpaced the 4.7% drop in MSCI EM Latin America Index , which in turn underperformed both the MSCI EM Stock Index and the S&P 500 . Okura pointed to political uncertainty across Latin America as another factor undermin...

As the strong rebound mentioned in last month’s article continued in May, are there any compelling investment ideas out there that may have flown under your radar? Below is a list of May Buy recommendations made by analysts who had no other bullish recommendations over the past 3 months. For your directory assistance, we've classified the opportunities by sector. Financials PicPay Holdings ( PICS ) - Individual investor Lucas Vienna says it is in a high-growth phase with deposits improving substantially, and the recent decline in the Brazilian stock market could be a short-term entry opportunity. - PicPay: Massive User Base, Still Early In Monetization . Communications IAC Inc. ( IAC ) - Longtime analyst Brecht Hanssens says the simplification of the business from a holding company to just People Inc. (Publishing) and MGM Resorts (Betting) should help close the conglomerate discount gap vs. fair value, while selling off non-core assets, followed by shareholder-friendly allocation of capital, should boost the stock price. - IAC: An Asymmetric Bet With Shareholder Friendly Capital Allocation In Play . Reddit, Inc. ( RDDT ) - Deep value investor Jack Vogel says that as AI-generated content proliferates, authentic human-driven platforms like Reddit become increasingly valuable for advertisers; platforms with structured intent data, like RDDT, are positioned to see higher average revenue per user, and it continues to explore avenues to better monetize its user base. - Reddit: The Most Human Place On The Internet . Technology RADCOM Ltd. ( RDCM ) - Longtime analyst Paolo Gorgo says it enters a new phase with activist-driven board changes and a $108M cash-rich balance sheet, yet remains undervalued versus its strategic potential; it has a recurring, high-margin revenue base, and new reseller partnerships could meaningfully accelerate customer acquisition and market reach. - Radcom: A Thesis, Wrapped In Patience, Inside A Very Long Sales Cycle . Snowflake Inc. ( SNOW ) - Lo...

wdstock/iStock Editorial via Getty Images Historically, one of my favorite companies has been telecommunications giant AT&T Inc. ( T ). The firm is on solid financial footing, even though it will soon be doling out a lot of additional cash. And according to management, growth should remain solid moving forward. That's why I have historically rated it a Strong Buy. And during the time that I have been bullish about the company, I have made some pretty good money. But recently, the firm has underperformed. Shares are down 8.9% since I last wrote about it in February of this year. By comparison, the S&P 500 is up 8.6%. Despite this underperformance, I don't see any reasons to be anything other than optimistic. That's why I have no problem keeping the company rated a Strong Buy for now, even if the market is currently moving against me. This Bump in the Road Will Pass Author - SEC EDGAR Data Fundamentally speaking, I don't have any major complaints about AT&T. That might seem peculiar since the only new data that has come out about the company since I last wrote about it has shown weakness on the bottom line. Even though revenue grew from $30.63 billion in the first quarter of 2025 to $31.5 billion in the first quarter of this year, profits and cash flows decreased for the most part. As the chart above illustrates, net income declined from $4.40 billion to $3.79 billion. Operating cash flow dropped from $9.05 billion to $7.60 billion. And if we adjust for changes in working capital, we would get a fall from $11.93 billion to $10.73 billion. Only EBITDA for the company improved, climbing from $11.53 billion to $11.80 billion. Before we get into the pain on the bottom line, I think it would be helpful to touch on the top line growth that the company exhibited. This is actually the more interesting part of the narrative. The fact of the matter is that the company continues to grow in interesting ways. And, to position itself better for the future, it has restructured its o...

Getty Images Investors recently bid up stocks in the artificial intelligence and space and satellite sectors. Those trades are in anticipation of OpenAI and SpaceX filing their initial public offering. Anthropic ( ANTHRO ) unexpectedly entered the IPO roadshow. The filing has several important implications. There are five things to consider ahead of the Anthropic IPO. On June 1, Anthropic submitted a draft registration statement (Form S-1) to the U.S. Securities and Exchange Commission. After the SEC finishes its review, the firm may go public. Readers may buy Anthropic common stock at a price and implied market capitalization that is not yet known. That will depend on market conditions closer to the IPO. In a funding round that raised $30 billion, Anthropic had a market capitalization of $380 billion in February . On May 28, it raised $65 billion in Series H funding at a $965 billion post-money valuation . Based on just those two data points, the trajectory for ANTHRO stock is a valuation of $1.0 trillion to $2.45 trillion. 1/ Trading Pattern on IPO Day Momentum traders should settle for a more dynamic outcome. The oversubscription (excess demand) of ANTHRO stock on limited shares might send the share price higher at the open. Most recently, Cerebras Systems ( CBRS ) peaked at $386.34, only to fall to the low $200s by June 1, down by 24% . Analysts at GF Securities relied on TAM, the total addressable market, to forecast a “what if” potential revenue of $5.5 billion by 2028. Readers may look at Figma ( FIG ) at a $142.92 peak, which attracted a short of 15.7%. In the chart below, Figma shares gained nearly 25% in the last month. Seeking Alpha Circle ( CRCL ) and CoreWeave ( CRWV ) fared better for investors, despite CRWV stock having a short interest of 11.49%. Here is their one-month performance: Seeking Alpha Investors might look back even further. At the height of the electric vehicle euphoria, Rivian Automotive ( RIVN ) launched its IPO. Since then, the max cha...

6月2日，台北电脑展正式开启。展会上，黄仁勋等大佬竞相登台指点计算行业的江山，各种硬件产品轮番登场，芯片和PC品牌仍然是主角，而最大公约数，当然是AI，几乎每个参展的厂商都在讲AI相关的故事——包括掌机品牌。 知名品牌微星推出全球首款搭载英特尔Arc G3 Extreme定制芯片的便携游戏掌机Claw 8 EX AI+。将AI概念塞进产品名称中，真的不是营销噱头吗？ （图源：微星） 英特尔、微星联手，AI掌机性能够强 Claw 8 EX AI+游戏掌机，最核心的配置就是那颗英特尔定制的芯片。参数方面，英特尔Arc G3 Extreme的CPU部分有14个核心，具体为2个性能核+8个能效核+4个低功耗高效核，架构是第三代酷睿Ultra。相比英特尔的338H，这款芯片的CPU部分砍掉了两颗性能核心，增加了两颗能效核，基本频率和睿频频率都保持了一致，这样设计主要还是为了控制移动端的能耗。 （图源：英特尔） 作为掌机芯片，GPU自然是重中之重。英特尔Arc G3 Extreme的核显是B390，12核心，峰值性能达到了113 TOPS。很明显，英特尔Arc G3 Extreme的GPU性能非常强劲，参数方面超过了之前笔记本上的338H。游戏性能方面，这款GPU大致能达到移动版的RTX4050，以800P分辨率运行游戏的话，大部分主流3D游戏都能流畅游玩。 AI方面，Arc G3 Extreme集成的NPU，提供了峰值46TOPS的本地算力。按照微软对AI PC的定义，其中一个硬件上的硬性规定就是本地AI算力要超过40TOPS，而Arc G3 Extreme刚好迈过了这道门槛。另外，微星Claw 8 EX AI+搭载了Windows 11系统，能直接提供部分端侧AI功能，包括回顾（Recall）、实时字幕翻译等。 （图源：英特尔） 毫无疑问，掌机形态的Claw 8 EX AI+本质上也是一台PC，因此当它的软硬件条件都达标时，自然也能摇身一变成为AI PC。只是，在我们看来，掌机和常规PC主打的核心应用场景是截然不同的，如果AI+掌机无法和现实中的使用场景产生联系，那么所谓的AI卖点，就很容易沦为噱头。毕竟，不会真的有多少人用掌机来看视频并用到AI字幕的功能，更不会把掌机当作PC来办公。 AI+掌机，终究还是得落地到最核心的游戏场景中。 提升掌机游戏体验，AI真有用？ 首先是...

格隆汇6月3日｜中国工商银行行长刘珺6月3日在北京会见来访的摩根士丹利联席总裁丹·辛克维兹。双方就全球经济金融形势、深化业务合作等话题进行深入交流。

格隆汇6月3日｜据宝钢股份消息，近日，宝钢股份硅钢后续工程8#SACL机组顺利产出第一卷性能优异、质量稳定的高端无取向硅钢成品。8#SACL机组投产后，宝钢硅钢将全面实现极薄规格无取向硅钢的稳定量产。

Upbound Group ( UPBD ) declares $0.39/share quarterly dividend , in line with previous. Forward yield 8.38% Payable July 7; for shareholders of record June 16; ex-div June 16. See UPBD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Upbound Group Upbound Group, Inc. 2026 Q1 - Results - Earnings Call Presentation Upbound Group, Inc. (UPBD) Q1 2026 Earnings Call Transcript Upbound Group Deserves An Upbound Share Price Upbound outlines 2026 EPS of $4-$4.35 while Acima targets GMV flat to low single-digit growth Upbound Group reports Q1 results

Kuwait will consider increasing oil storage abroad to boost its ability to supply global markets after the war in the Persian Gulf blocked flows through the Strait of Hormuz, according to the head of the state energy company’s marketing arm. The strait isn’t safe to navigate with energy shipments even if it’s not fully blocked, said Sheikh Khaled Al Sabah, managing director of international marketing at Kuwait Petroleum Corp. The country will look at opportunities to store more oil abroad, and is speaking with neighboring states about potential pipeline alternatives, he said at the S&P Global Energy MPGC 2026 conference in London. Kuwait, which is entirely reliant on sending tankers out of the Persian Gulf via Hormuz for its energy exports, struck deals in recent years to store modest amounts of its oil in South Korea and Japan . The company has sharply curtailed crude production during the current conflict, though it continues to run fields at minimum levels to avoid damage and allow for a quick return to normal, Sheikh Khaled said. The US and Israeli campaign against Iran that began in late-February has led to unprecedented upheaval in global markets, with about a fifth of daily oil and gas supplies out the Gulf impacted and prices that have spiked by more than 35% since the start of the conflict. An uneasy ceasefire is dragging on, leaving Gulf countries uncertain about the future freedom of navigation of Hormuz and its viability as an export route. Kuwait has continued selling some refined products to other countries within the Gulf, allowing it to keep operations running at some of its refineries, Sheikh Khaled said, without detailing activities at the country’s three facilities. Gulf countries are running plants to meet local demand and seeking to sell excess products they don’t use at home. Kuwait can ramp its refineries back up to normal capacity within weeks of Hormuz reopening, while it can reach 70% of normal crude production levels within six to eight we...

georgeclerk/iStock via Getty Images While what has been dubbed China Shock 2.0 as the Chinese model moves into higher value-added goods, the most immediate challenge facing investors is the double shock from the US in the form of tariffs and war. And both are impacting the capital markets today. More clashes between the US and Iran have been reported, which are underpinning oil prices and lifting bond yields. At the same time, the US is threatening new tariffs of at least 10% on imports from 60 trading partners over how goods allegedly from forced labor are handled. This levy would ostensibly apply to Canada, Mexico, the EU, Taiwan, and UK, while China, Japan, India, South Korea, Brazil, and Switzerland would face a 12.5% tariff. A public comment and review period is planned to run into early July before implementation. The US dollar is firmer against most of the G10 currencies. The two exceptions are notable. The Norwegian krone is the strongest and may be helped by the gains in oil prices. The yen is the other exception. While comments by BOJ Governor Ueda saw the swap market lift the chances of a rate hike later this month, officials said little new about the weakness of the yen. The greenback tested JPY160 without moving above it, which is its best level since the late April intervention. It is hovering a little below it ahead of the North American session. Prices G10 • Unable to make much headway above $1.1650 yesterday, the euro succumbed to selling pressure and fell to slightly through $1.1615 in the North American afternoon yesterday. Monday’s low was a little above $1.1605, and it has been retested today. Coming into the North American session, it does not look like a low is in place. Last week’s low was near $1.1585, and May’s low was closer to $1.1575, which met the (61.8%) retracement objective of the euro’s rally from the mid-March low (~$1.1410), which is also the low for the year. Options for 1.3 bln euros at $1.1625 expire today. • The dollar rose ag...

深圳市委书记靳磊与英国外交大臣库珀一行会谈。靳磊表示，深圳将认真落实两国领导人重要共识，充分发掘合作潜能，务实推进经贸投资、产业科技、金融、人文交流等领域合作，实现互利共赢发展。（深圳发布）

美国当地时间5月28日，蓝色起源公司的“新格伦号”（New Glenn）火箭在测试时发生爆炸，导致火箭和发射台同时被毁。 NASA局长贾里德·艾萨克曼（Jared Isaacman）在CNBC CEO理事会峰会上透露，被炸毁的发射台可能要到2028年才能恢复使用。这意味着，未来两年多时间里，蓝色起源这枚重型火箭将没有地方可以发射。 资本市场迅速做出反应。依赖蓝色起源发射的AST SpaceMobile公司，股价两天内暴跌超过23%。 亚马逊的股价虽未剧烈波动，但它有30%的卫星需要依靠“新格伦号”火箭送入轨道，而美国联邦通信委员会（FCC）规定的部署截止日期就在6月。市场普遍预判亚马逊几乎肯定需要申请延期；NASA重返月球的时间表，也因此多了一层不确定性。 一枚火箭的坠落，正在重新丈量整个商业航天的版图。 与此同时，就在蓝色起源焦头烂额之际，SpaceX正在以1.75万亿美元的估值筹备6月12日的上市，有望创下人类历史上规模最大的IPO。 一边是发射台的“废墟”，一边是资本市场的高光时刻。 一场爆炸的连锁反应背后，还牵动了NASA重返月球的计划布局、两位超级富豪之间的太空竞赛，也引发了资本市场对商业航天估值逻辑的重新审视。 满载燃料，火箭在静态点火测试中失控 蓝色起源的爆炸事故发生在一次“静态点火”测试期间。 按照标准流程，“新格伦号”火箭被加注满液氧、液氢和甲烷等高易燃推进剂，七台一级发动机点火以检测机载系统，但整个箭体应该被螺栓牢牢固定在发射台上，不会真的起飞。 然而当晚9点左右，一个巨大的火球吞没了整个发射台，火箭彻底损毁，地面基础设施也遭到严重破坏。 乔治城大学安全与新兴技术中心研究分析师凯瑟琳·柯利（Katherine Colley）指出，在发动机点火测试阶段就发生爆炸，说明助推器本身存在严重问题，这是一次“灾难性”的故障。 前NASA宇航员、南加州大学航天工程学教授加勒特·赖斯曼（Garrett Reisman）从能量角度分析了这次爆炸的规模。他说，在飞行中爆炸的火箭通常破坏力要小得多，因为推进剂已在升空过程中消耗大半。而“新格伦号”当时满载燃料，储存的能量极为巨大。 他回忆道，唯一能在发射台上与之相提并论的大型火箭爆炸，是1969年苏联N1登月火箭的失败——那次事故直接将苏联踢出了登月竞赛。 行星学会太空政策主管凯西·德雷尔（Casey Dreier）...

monsitj/iStock via Getty Images The European Central Bank reported that gold has surpassed U.S. Treasurys as the world’s largest global reserve asset by market share, underscoring the metal’s growing role in central bank reserves and global financial markets. The shift comes after a powerful rally in gold prices over the past two years, driven by aggressive central bank buying, geopolitical uncertainty, and continued demand for hard assets. Gold prices recently surged to record highs above $5,500 per ounce before pulling back modestly, fueling strong interest in gold miners and precious metals companies across the market. Against this backdrop, valuation metrics have become increasingly important for investors looking to identify which gold stocks may still offer attractive pricing relative to their fundamentals. Seeking Alpha’s Valuation Grades rank stocks based on how expensive or inexpensive they appear compared to key financial metrics, with grades ranging from A+ for the most undervalued stocks to F for the most overvalued. Among the group, AngloGold Ashanti ( AU ) tops the list with a Valuation Grade of A-, suggesting the stock remains relatively attractive despite the broader rally in gold-related assets. Aura Minerals ( AUGO ) follows with a B valuation grade, while industry heavyweight Newmont ( NEM ) carries a more neutral C+ rating. The screen also highlights the wide divergence in valuations across the gold mining industry following the sector’s strong run-up. Hycroft Mining ( HYMC ) and Royal Gold ( RGLD ) each hold D- valuation grades, indicating significantly richer valuations relative to fundamentals, while Coeur Mining ( CDE ) ranks at the bottom of the list with an F valuation grade. The companies represented span a broad range of market capitalizations, from roughly $3 billion to more than $116 billion, reflecting the diversity of the gold and precious metals sector across producers, royalty companies, and development-stage miners. Seeking Alpha’s...

格隆汇6月3日｜据央视，乌克兰总统泽连斯基当地时间6月3日召开最高统帅部会议，重点研讨防空装备及配套导弹增补事宜，并就“爱国者”防空系统采购工作下达时限要求。泽连斯基表示，乌克兰已在最高政治层面敲定“爱国者”防空系统采购协议，但受财政、法律、技术流程滞后影响，项目落地进度缓慢，相关合同法律审核工作至今尚未完成，整体等待时长超出预期。泽连斯基说，所有采购筹备工作须在一周内全部完成，如未按期落实将启动严肃人事问责。

核心要点 礼来 高管雅各布・范纳尔登表示，依托蒙扎罗、泽邦德等 GLP‑1 减肥药带来的充沛现金流，礼来正落地全新并购投资策略。 范纳尔登身兼两职，在执掌肿瘤业务板块之外，新近出任礼来企业发展负责人。 礼来今年并购支出已超越去年全年并购总投入。 雅各布・范纳尔登当下事务繁忙。 除主管礼来肿瘤业务外，他如今还以企业发展负责人身份，全权为这家药企挖掘收购机遇。登顶全球药企龙头的礼来，并购扩张意愿达到历史峰值。 在美国临床肿瘤学会年会采访中，范纳尔登提到：“得益于减重药物板块的强劲营收，公司目前财务基本面十分雄厚。我们迎来了一代人难得的资本再配置窗口期，可将资金投向全疾病赛道，既支撑公司未来数十年业绩增长，也能帮助海量各类病患，公司正围绕该目标稳步落地投资布局。” 雅各布・S・范纳尔登|礼来副总裁、礼来肿瘤事业部总裁兼集团企业发展负责人 今年尚未过半，礼来已官宣 8 笔收购项目，首期预付款超 100 亿美元，项目潜在总支出最高可达 250 亿美元；反观去年全年，礼来完成约 40 项交易，合计并购投入仅 40 亿美元。 大手笔撒钱是礼来并购思路的战略性转变：如今公司体量、估值均创历史新高。据伦敦证券交易所集团数据，礼来当前市值约 1 万亿美元，2021 年仅 1900 亿美元，也是首家跻身万亿市值俱乐部的医药企业（该阵营此前以科技公司为主）。 过往礼来偏爱低价押注高风险的早期临床在研管线；现如今，靠着蒙扎罗、泽邦德两款 GLP‑1 减肥药赚得丰厚利润，礼来转而高价收购临床成功率更高的中后期候选新药。 在康涅狄格州斯坦福德办公室的另一场采访中，范纳尔登表示：“药品项目变数客观存在，最终销售体量、研发路径、获批时间都无法提前精准敲定。我们虽有财务测算，但只要项目临床价值确凿，就愿意付出远超早期临床前项目的收购对价。现阶段，我们在维持大批量早期项目布局的同时，把重心大幅转向中后期优质资产收购。” 范纳尔登透露，去年秋季礼来首席执行官戴夫・里克斯邀约其在原有肿瘤业务本职之上，兼任企业发展负责人。公司意在补强并购能力，跳出过往仅聚焦早期初创项目的投资局限。 相关并购战略自今年初正式落地。 今年 3 月官宣收购森泰萨制药，若后者发作性睡病等睡眠障碍候选药达成既定研发里程碑，这笔交易总价最高可达 78 亿美元，成为礼来史上第二大并购，仅次于 2019 年 80 亿美元收购洛克索肿瘤（彼时...

格隆汇6月3日｜胜通能源公告，七腾机器人有限公司要约收购公司股份完成过户暨控制权发生变更。本次要约收购清算过户手续已办理完毕，七腾机器人及其一致行动人合计持有公司1.27亿股股份，占上市公司总股本的44.8441%。公司控股股东由魏吉胜变更为七腾机器人有限公司，实际控制人由魏吉胜、魏红越、张伟变更为朱冬。

Frank Lamberti, Chief Commercial Officer of Herbalife Ltd. (NYSE:HLF) , reported the direct sale of 142,919 common shares across two transactions on May 11 and May 12, 2026, for a total estimated value of ~$1.93 million according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($13.52); post-transaction value based on May 12, 2026 market close price. * 1-year price change calculated using May 12th, 2026 as the reference date. Continue reading

格隆汇6月3日｜瑞华泰6月3日在互动平台表示，公司产品未应用于TGV/玻璃基板封装绝缘。

Medtronic (MDT) delivered earnings and revenue surprises of +0.58% and +1.48%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Breakfast News: Nadella Drives MSFT to AI Frontier The Motley Fool

From Gaming Chips to the Center of the AI Universe A decade ago, NVIDIA (NASDAQ:NVDA) was still primarily known for GeForce gaming cards. The data center business existed, but nobody outside niche research circles cared about CUDA. Then came the crypto mining boom and bust, the Hopper H100 ramp, and the post-ChatGPT explosion that turned ... $1k Invested in Nvidia 10 Years Ago Looks Brilliant In Hindsight But The Path Was Brutal

Ole_CNX/iStock via Getty Images Mastercard ( MA ) plans to expand its settlement capabilities, with additional intraday, weekend, and holiday settlement, supporting fiat currencies and on-chain card settlement using regulated stablecoins, the company said Wednesday. The greater flexibility for issuers and acquirers is intended to help improve liquidity management and expand choices for how they move money. The expanded settlement options may be especially relevant for use cases such as cross-border payments, treasury, and payouts, the company said. The new options underscore how the companies operating traditional payment rails see the need to also provide access to alternate channels, such as blockchain-based technologies, to facilitate the flow of money. As part of the expansion, Mastercard ( MA ) will support settlement using regulated stablecoins, including Circle's ( CRCL ) USDC ( USDC-USD ), which is already supporting early on-chain settlement flows in select markets, as well as Paxos-issued stablecoins, including PYUSD ( PYUSD-USD ), USDG ( USDG-USD ), and USDP ( USDP-USD ), Ripple's RLUSD ( RLUSD-USD ), and SoFi's SoFiUSD. These stablecoins will be enabled across a range of supported blockchain networks, including Arbitrum, Base, Canton, Ethereum, Polygon, Solana, Tempo, and XRPL. The expanded settlement capabilities will continue to roll out globally, subject to regulation, with additional regions, partners, and regulated stablecoins expected to be added over time, Mastercard ( MA ) said. ARQ (formerly DolarApp), CBW Bank, Cross River, Lead Bank, and Nuvei are expected to be among the first to support stablecoin settlement optionality in the United States and Latin America, with further expansion planned through 2026. "By introducing intraday and weekend on settlement options across our global network, we’re expanding how partners manage liquidity and operate in an always-on digital economy while maintaining the trust, resilience, and safeguards they expec...

胜通能源公告，七腾机器人有限公司向公司除收购人及一致行动人外全体股东发出部分要约收购，预定收购4233.6万股（占15.00%），要约价13.28元/股，要约收购期限为2026年4月28日至2026年5月27日。截至期限届满，预受要约股东账户总数6户，预受要约股份合计4192.42万股（占14.854104%），收购人将按约定收购。本次要约收购完成后，社会公众股东持有7055.9万股（占24.999646%），低于公司总股本25%，公司股权分布自2026年6月3日起不符合上市条件。公司股票于2026年6月4日上午开市起继续停牌，预计停牌时间不超过一个月。公司董事会已审议通过2025年度资本公积转增股本方案，拟将股本增至4.09亿股以解决股权分布问题。

摩根大通 的Nataliia Lipikhina表示，在超大规模云服务商大举支出以及智能体AI发展的推动下，美国的一轮盈利“超级周期”有望带动股市再创纪录新高。 这位摩根大通私人银行EMEA股票策略主管在接受媒体电视采访时说：“我们最近实际上刚刚上调了标普500指数目标位，而且我们认为2026年的盈利增长可达20%。” 在当前这轮财报季中，标普500指数正录得五年来最强劲的盈利增长。行业研究指出，大部分增长仍来自大型科技公司。行业研究上月表示，AI企业的表现被视为美国这一基准股指在2026年实现逾20%盈利增长的主要原因之一。 Lipikhina形容近期这波盈利增长“相当惊人”，其中主要是科技股的功劳。摩根大通上调展望，反映出该行相信，这轮盈利扩张将比典型经济周期中的表现更具持续性。 Lipikhina在谈及伊朗战争对全球市场的影响时表示：“我们实际上对市场仍然相当乐观。我们预计标普500指数在7，500点左右，这一判断基于一个前提，即近期地缘政治形势实际上只是短期挑战。” 在谈到分散配置以及如何对冲热门AI交易时，她表示，投资者需要关注那些表现落后的行业和地区。鉴于中东局势的不确定性已成为更广泛投资图景中的重要因素，她提到，若伊朗战争得到解决，欧洲和奢侈品股票可能成为受益者。 对于今夏大规模首次公开募股可能扰乱市场稳定的担忧，Lipikhina表示，摩根大通的分析显示，即便规模非常大的IPO，也不会对市场造成显著冲击。 她解释称，一家市值1万亿美元、自由流通股比例为10%的公司，可能会带来一定抛压，但这种影响更多属于技术层面，而非基本面因素。她说：“我们不认为这会造成不稳定。我们认为市场有足够容量来消化这些供给。” 责任编辑：江学思

(RTTNews) - There has been an estimated EUR 16.7 billion in lost tax revenues for 2025 as illicit cigarette consumption in the European Union reached 10.3% of the total consumption in the region, according to a latest study conducted by KPMG LLP on behalf of Philip Morris Product

Polls have now closed in six states that held primary elections yesterday. Here are the key takeaways. And, the Justice Department has scrapped plans for Trump's "anti-weaponization" fund. (Image credit: Charlie Neibergall)