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Baron Global Opportunity Fund Q1 2026 Shareholder Letter

Seeking Alpha 📅 06/03 20:30
Urupong/iStock via Getty Images Dear Baron Global Opportunity Fund Shareholder, Baron Global Opportunity Fund® (the Fund) declined 4.8% (Institutional Shares) during the first quarter, compared to the 3.2% decline for the MSCI ACWI Index (the Index), and the 7.7% decline for the MSCI ACWI Growth Index, the Fund's benchmarks. Annualized performance (%) for periods ended March 31, 2026† Fund Retail ...

Applied Aerospace IPO raises $650M as defense and space listings gain momentum

Seeking Alpha 📅 06/03 20:29
AndreyPopov Applied Aerospace & Defense ( AADX ), a supplier of engineering systems for defense and space programs, raised $650 million in its initial public offering after pricing shares near the upper end of its expected range, underscoring continued investor interest in aerospace and defense companies. The Huntsville, Alabama-based company sold 32.5 million shares at $20 each, according to a st...

经合组织大幅下调全球增长预期,警告美伊战争造成恶果

新浪 📅 06/03 20:29
经济合作与发展组织(OECD)周三大幅下调了全球经济增长预期,警告称除非迅速达成持久的和平解决方案,否则美伊战争造成的经济损害可能急剧恶化。 在其六月经济展望报告中,经合组织表示,假设当前的能源价格冲击在今年年中开始缓解,全球经济增长预计将从2025年的3.4%放缓至2026年的2.8%,然后在2027年恢复到3.1%。 但经合组织首席经济学家斯特凡诺·斯卡佩塔表示,这假设的是时间有限的中断情景,...

Options Traders Look Past Jobs Data as Inflation Takes Spotlight

Bloomberg 📅 06/03 20:29
Wall Street traders expect a strong jobs report on Friday. That may not be enough to soothe them, as the war-fueled oil price shock increasingly shifts the focus toward inflation. The stock market, which is clocking one record after the next, has largely shrugged off months of elevated crude prices. Beneath the surface, worries are rising about just how persistent inflationary pressures are going ...

Microsoft's AI Chief Says Company Is 'Less Concerned' About Google, Meta And OpenAI As Anthropic Battle H - Benzinga

Google 📅 06/03 20:29 META.O
Microsoft's AI Chief Says Company Is 'Less Concerned' About Google, Meta And OpenAI As Anthropic Battle H Benzinga

胜诉却拿不到钱?金融执行案件逐年增加,股票、不动产成变现主力

第一财经 📅 06/03 20:29
存流拍比例高、债权兑现难、规则待明确等难点。 官司胜诉后,败诉方不赔钱或者不履行义务,胜诉方向法院申请强制兑现,这种执行实施案件数量、执行到位金额呈现逐年上升趋势。 6月3日,上海金融法院发布的《上海金融法院执行工作情况通报(2024-2025年)》(下称《通报》)显示,两年来,上海金融法院共受理首次执行实施案件4207件,结案4188件,分别同比分别增长4.2%、5.6%;执行到位金额为460....

Updates From Bloomberg Global Credit Forum

Bloomberg 📅 06/03 20:28
The New York City skyline Photographer: Jeenah Moon/Bloomberg

Western Digital enters into agreements with convertible note holders

Seeking Alpha 📅 06/03 20:28
JHVEPhoto Western Digital ( WDC ) said on Wednesday that it has entered into separate agreements with some of its convertible note holders that are due in 2028. As part of the agreement, the holders said they will exchange approximately $858.4M in notes for an amount of cash equal to the sum of the notes; any accrued and unpaid interest on the notes; and a number of shares of Western Digital that ...

飞沃科技:拟收购西安创航60%股权 对价4320万元

格隆汇 📅 06/03 20:27
格隆汇6月3日|飞沃科技公告,公司拟以现金方式收购西安创航精密制造科技有限公司60%的股权。本次交易完成后,西安创航将成为公司的控股子公司。根据评估报告,西安创航100%股权评估值为7353万元,交易价格最终确定为7200万元,飞沃科技本次收购对应股权转让对价为4320万元。

G.Skill debuts first AMD ULL-EXPO memory, including kits with chonky active cooling - Club386

Google 📅 06/03 20:27 AMD.O
G.Skill debuts first AMD ULL-EXPO memory, including kits with chonky active cooling Club386

美国5月ADP数据速评

华尔街见闻 📅 06/03 20:27
美国企业新增就业人数创2025年1月以来新高,私营部门工资单增加12.2万。这些数据显示在经历数月招聘不均后劳动力市场可能正在走强,职位空缺增加、裁员保持低位。如果官方政府数据证实该趋势,可能会推动市场押注美联储未来几个月更可能加息而非降息。

美国5月ADP就业超预期 增长不再靠医疗业“独撑”

格隆汇 📅 06/03 20:27
格隆汇6月3日|据CNBC,美国私营部门5月招聘活动保持稳健增长,进一步表明劳动力市场依然稳定。ADP周三公布的数据显示,美国企业当月新增就业人数超出市场预期。这家薪资处理机构表示,5月私营部门就业人数增加12.2万人,为自2025年1月以来最强劲的月度增幅。4月数据较初值下修4,000人。与此前几个月就业增长主要集中于医疗保健等少数行业不同,5月新增就业呈现出更广泛的扩散态势。ADP追踪的10个...

美国企业5月份新增12.2万个工作岗位 显示招聘活动加快

新浪 📅 06/03 20:27
美国企业在5月份加大了招聘力度,表明尽管伊朗战争引发能源成本上涨,但劳动力市场动能或许正在加强。 根据ADP Research周三公布的数据,5月份私营部门就业人数增加了12.2万人,4月份为增加10.5万人。此前接受调查的经济学家的预测中值为增加12万人。 责任编辑:刘明亮

Dutch court accepts Greenpeace lawsuit against Energy Transfer over pipeline protests

Seeking Alpha 📅 06/03 20:27
zorazhuang/iStock via Getty Images A Dutch court said it could hear a case brought by Greenpeace against U.S. pipeline company Energy Transfer ( ET ), as the environmentalist group seeks compensation for U.S. cases in which it said it was targeted by the company, Reuters reported Wednesday. The court said it had jurisdiction in ​the case, despite Energy Transfer's ( ET ) objections, since Greenpea...

现货钯金跌2%

格隆汇 📅 06/03 20:27
格隆汇6月3日|现货钯金日内跌幅达2%,现报1341.00美元/盎司。

NRx Pharmaceuticals announces pricing of public offering of common stock

Seeking Alpha 📅 06/03 20:27
NRx Pharmaceuticals ( NRXP ) on Wednesday announced the pricing of an underwritten public offering of 5.71M shares of its common stock, par value $0.001 per share at a public offering price of $3.50 per share of common stock. The company has also granted the underwriters a 30-day option to purchase up to an additional 857,142 shares of common stock. The gross proceeds of the offering will be about...

American Resources' EMCO Builds Battery Recycling Capacity

Nasdaq 📅 06/03 20:27
AREC's EMCO procured its first battery shredding line, expanding lithium-ion battery recycling and advancing a domestic critical minerals supply chain.

Big tobacco uses cigarette playbook to help sell ultra-processed foods, journal reveals

The Guardian 📅 06/03 20:26
New issue of the American Journal of Public Health focuses on parallels between marketing for cigarettes and UPFs The new issue of the American Journal of Public Health focuses on ultra-processed foods, and reveals that big tobacco companies used strategies that helped them sell cigarettes to sell ultra-processed food products, including Lunchables, geared toward children. The parallels between ul...

Accenture Invests In AlphaSense To Advance AI Powered Market Intelligence

Nasdaq 📅 06/03 20:26
(RTTNews) - Accenture (ACN), the tech and consulting giant, Wednesday announced that it is investing in AlphaSense, an AI platform transforming market intelligence through Accenture Ventures.

Nvidia Is Boosting Other Chip Stocks But Not Its Own

Yahoo 📅 06/03 20:26 NVDA.O
Nvidia stock is seeing relatively muted gains from announcements at the Computex conference despite moving other shares.

Reliance Stock Hits 52-Week High: What's Driving Its Performance?

Nasdaq 📅 06/03 20:26
RS hit a 52-week high as strong construction demand, acquisitions and shareholder returns support growth, with Q1 earnings topping estimates.

Small-cap food and personal care names see aggressive short positioning: VITL, BYND, LFVN

Seeking Alpha 📅 06/03 20:25
Luke Chan/E+ via Getty Images The stocks with the highest short interest are concentrated in micro- and small-cap consumer-facing names, particularly within personal care products and packaged foods and meat companies dominating bearish positioning. Among the most shorted stocks, Vital Farms ( VITL ) leads with 31.88% of shares outstanding sold short, signaling deep skepticism around its financial...

The end of Trump's 'weaponisation' fund is another sign Republicans are fighting back

BBC News 📅 06/03 20:25
The $1.8bn fund would have paid people the Trump administration decided were unjustly and politically targeted.

The Tax Math That Makes These Dividend Stocks Worth $19,200 More Inside a Roth

Yahoo 📅 06/03 20:25 NVDA.O
A married couple filing jointly in the 24% federal bracket who pull in $80,000 in ordinary dividend income from a taxable brokerage will have to hand over $19,200 to the IRS every year. That is the entire cost of holding BDCs and mortgage REITs in the wrong account. Inside a Roth IRA, that same basket ... The Tax Math That Makes These Dividend Stocks Worth $19,200 More Inside a Roth

Milestone Pharmaceuticals: Taking The Long View

Seeking Alpha 📅 06/03 20:25
eternalcreative/iStock via Getty Images In mid-May, Milestone Pharmaceuticals ( MIST ) reported first quarter earnings. The batter's whiff was big, almost astonishing: its Q1 GAAP EPS of .20 missed by 39 cents; its revenue of $.24 million missed by $37.4 million. The stock got shellacked in the aftermath and has continued to drift lower over the past three weeks. From $1.91 on the day of the earni...

高盛高管:谷歌母公司Alphabet 800亿美元股票出售令华尔街进入“前所未有的领域”

新浪 📅 06/03 20:25 MSFT.OTSLA.OGOOG.O
高盛 国际联席首席执行官安东尼·古特曼周三在接受采访时表示, 谷歌 母公司Alphabet计划出售800亿美元股票以资助其人工智能投资,这一举措让市场进入“前所未有的领域”。 这家谷歌的母公司周一在一份声明中表示,其股票发行将包括向格雷格·阿贝尔旗下的伯克希尔·哈撒韦公司配售100亿美元,用于“投资其世界级的人工智能计算基础设施,以满足前所未有客户需求”。 高盛、 摩根大通 和 摩根士丹利 担任此...

飞沃科技:拟以4320万元现金收购西安创航精密制造科技60%股权

同花顺 📅 06/03 20:25
飞沃科技公告,公司拟以现金方式收购西安创航精密制造科技有限公司60%的股权。本次交易完成后,西安创航将成为公司的控股子公司。根据评估报告,西安创航100%股权评估值为7353万元,交易价格最终确定为7200万元,飞沃科技本次收购对应股权转让对价为4320万元。

Holding This Vanguard Bond ETF Is a Bad Idea in 2026. Buy This Instead.

Yahoo 📅 06/03 20:25 NVDA.O
Most investors hold Vanguard Total Bond Market ETF (NASDAQ:BND) because they want something boring in the portfolio, a sleeve that zigs when stocks zag. BND has become the default fixed-income holding for retirement accounts and three-fund portfolios across the country. The trouble is that the fund’s underlying construction has quietly stopped doing the job most ... Holding This Vanguard Bond ETF ...

ADP says businesses create the most new jobs in 16 months. Hiring rebounds after a lull.

MarketWatch 📅 06/03 20:25
ADP said U.S. businesses created 122,000 new jobs in May to mark the biggest increase in 16 months, another sign that points to an increase in hiring and a rebound in what’s been a very sluggish labor market.

If You'd Invested $10,000 in Costco Stock 10 Years Ago, Here's How Much You'd Have Today

Nasdaq 📅 06/03 20:25
Key PointsCostco's ability to consistently grow sales and profit is supported by an expanding store base and membership count.
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