May 26 (Reuters) - Micron Technology topped $1 trillion in market value for the first time on Tuesday, crowning a dizzying rally that has cemented the largest U.S. memory chipmaker ‌as one of the standout winners of the AI boom. Micron's shares were last up 18% ‌at $886.6 - a record high - with Tuesday's boost coming after brokerage UBS increased its price target on the stock to $1,625 from $535, ​which is the highest among the 46 brokerages covering the company, according to LSEG data. The milestone, which underscores memory chips' central role in AI infrastructure, also reflects a broader shift in the AI trade as investors seek out companies that can benefit from Big Tech's massive spending plans after initially crowding into makers ‌of graphics processors. South Korea's Samsung Electronics, ⁠the world's top memory chipmaker, has already hit the $1 trillion milestone, while SK Hynix is also closing in. While Nvidia makes the powerful processors used to train ⁠and run AI models, Micron mainly produces memory chips used to store and move data. The company's ascent gives the U.S. a strong contender in a memory-chip race that has largely been led by Asia so far. Shares ​of Micron, ​long viewed as one of the semiconductor industry's ​most cyclical names, have jumped more than ‌eightfold in the last 12 months, thanks to strong earnings and supply chain constraints that have given it pricing power. With technology companies racing toward artificial general intelligence, customers are committing to longer-term data center investments that have fueled a sharp rise in demand for advanced memory and storage, creating a supply crunch and driving price increases. Micron has said its entire 2026 high-bandwidth memory (HBM) chip supply is already sold ‌out, a sign of how far demand is outstripping ​capacity. Its next-generation HBM4 products are now in production. The company ​emerged as one of the biggest institutional ​favorites in the first quarter of the year, according to r...

AI Startup Says It Will Pay People $2,000 A Month to Masturbate... Yes, Really Authored by Jason Nelson via Decrypt.co, Joi AI is hiring 10 “masturbation consultants” at $2,000 for a month to test an AI-guided masturbation feature and document its effects on stress, sleep, mood, and confidence. The feature uses mood-matched AI voice sessions, and consultants would submit written feedback and questionnaires directly to the company. Joi AI says the campaign is intended to collect product feedback while drawing attention to AI’s growing role in sexual wellness and digital intimacy. Joi AI says it will pay people $2,000 a month to masturbate. Yes, you read that right. The AI companion startup is hiring 10 “masturbation consultants” to test a feature called Daily Guided Masturbation , which uses mood-matched AI voice sessions to guide users through the experience. Participants would document how regular use affects stress, sleep quality, mood, and confidence. The four-week role is open to adults 18 and older in the U.S. and the U.K. “The role is real, and we’ve had great responses since the posting went live,” Joi AI Head of Brand and Communication Julie Levin told Decrypt. we’re hiring 10 Masturbation Consultants $2,000/month to test our new Daily Guided Masturbation feature and document the effects on stress, sleep and mood yes it’s real yes you get paid — Joi AI (@joi___ai) May 18, 2026 The listing describes ideal candidates as “articulate, observant, and impossible to blush”—people who can describe sensations “better than a sommelier describes a wine.” The posting also promises flexible scheduling, and “the most interesting ‘What do you do for a living?’ answer at any party.” Joi AI is an online platform that includes AI-generated avatars, voice interactions, and personalized chat experiences built around companionship and intimacy. Joi AI describes the new consultant role as structured product testing tied directly to its new feature. “The role involves testing and ...

Luis Alvarez/DigitalVision via Getty Images Investment thesis The Joint Corp (NASDAQ: JYNT ) is transforming itself from a traditional clinic operator into an asset-light franchisor focused on collecting recurring royalties. While the market remains skeptical due to declining clinic count and negative comp sales, I think the market may be underestimating how much the refranchising strategy could improve margins and free cash flow over the next few years. The core business still needs to prove it can return to consistent growth, but if management successfully stabilizes comps and completes the transition to a pure franchise model, the current valuation looks attractive. Leader in the chiropractic clinics industry The Joint has chiropractic clinics, which is a fairly simple business, but in this case, the company is looking to scale the business by creating clinics where appointments and insurance aren't required. Also, their locations are typically in high-traffic shopping malls, so I see it as a chiropractic clinic with a focus like quick service restaurants or a gym franchise, where the key is to be everywhere and reduce barriers for potential new clients. This approach seems to work because management estimates that 41% of new patients in 2025 were first-time chiropractic users. So, it seems that the convenience of their clinics attracts those people who had never before thought about going to a chiropractor. The Joint Corp investor presentation The sector is highly fragmented, which makes sense because it's not the typical business where you see large chains of clinics. Rather, it consists of independent clinics with a single owner. The Joint estimates that there are currently more than 38,000 independent chiropractic practices in the United States, while most of the large chains still operate fewer than 150 clinics compared to The Joint's 943 centers, making it the largest operator in the sector by a significant margin. Even so, the company estimates that it onl...

澳洲航空雄心勃勃的“日出计划”遭遇新的挫折。 空客 公司于5月25日确认，由于供应链问题，首架定制版A350-1000ULR超远程客机的交付时间将从原定的2026年底推迟至2027年4月。 这并非“日出计划”首次延误。该项目最初于2017年提出，目标是开通从悉尼直飞伦敦和纽约的全球最长商业航线，单程飞行时间超过20小时。新冠疫情及随后的供应链危机已使时间表一再推后。此次交付延迟，意味着原定于2027年中期启动的首飞计划很可能被迫延后。 尽管如此，澳航股价在消息公布后不跌反涨，周一收涨约4.9%。市场分析认为，投资者对此次推迟反应积极，主要是基于财务逻辑的考量。每架空客A350-1000的目录价格超过3.5亿美元，12架飞机的订单代表了超过40亿美元的巨额资本支出。交付推迟意味着这笔巨额资本支出将在未来数年才逐步支付，从而在短期内减少了公司的现金流出和折旧成本，改善了近期的自由现金流。 澳航方面则表示，尽管首架飞机交付延迟，但预计随后的四架飞机将“快速跟进”交付。公司有信心通过后续的加速，到2027年11月使整个机队的交付进度回到原定计划。澳航同时确认，用于“日出计划”的首架A350-1000ULR目前已在法国图卢兹进入喷漆车间。 此外，澳航发布了强劲的半年报业绩，也为股价提供了支撑。财报显示其税前基本利润同比增长5%至14.56亿澳元。多家机构看好该股，大部分分析师给予“买入”评级。 责任编辑：张俊 SF065

Wolterk/iStock Editorial via Getty Images My current position on General Mills ( GIS ) is a hold, but not a place for new money today. The major stock price decline has already taken place, and the dividend remains covered by company profits. Management appears to recognize the challenges caused by changing consumer habits and is responding to those pressures. Investors still need proof these changes will stabilize sales, improve profit margins, and stop the decline in the stock price. Company Challenges Over the last year, General Mills stock price declined nearly 40% by mid-May . Investors have been reacting to several challenges facing the company. Inflation pushed many consumers toward lower-cost store brands as families looked for ways to reduce grocery bills. Consumers are changing eating habits and the growing use of GLP-1 weight loss drugs has some users eating less, skipping meals, or changing eating habits toward healthier foods. These pressures have slowed sales growth and squeezed profit margins, leading investors to question how quickly the company can adjust. The good news for investors is General Mills remains profitable while management works through these challenges. The company continues paying its dividend and still benefits from decades of brand recognition across many of its products. For investors, the question is no longer whether the company survives, but whether management can stabilize sales and rebuild confidence in the business. Stock Price Fell Faster Than Company Value Yahoo Finance and company financial filings. Investors have already sold down the stock price from near $55 to the current price near $33. The book value listed in the last quarterly report was $16.98. That means last year’s stock price near $55 traded at a little over 3x book value, while today’s stock price near $33 trades at a little under 2x book value. The market has clearly lowered expectations for the company as investors wait to see whether General Mills can stabi...

Source: Bloomberg, 4:18

Meta Platforms Inc. stock (US30303M1027): Q1 2026 results, Reels and AI investments in focus AD HOC NEWS

Linkage Global ( UZX ) has approved a share repurchase program to buy back up to $8M of the company’s Class A outstanding ordinary shares. UZX 108.9% to $0.93. Source: Press Release More on Linkage Global Financial information for Linkage Global

Key Points Mizuho doubles down on Micron stock today -- with implications for Marvell. Marvell itself receives three price target hikes and a new buy rating on Wall Street. 10 stocks we like better than Marvell Technology › Marvell Technology (NASDAQ: MRVL) stock soared 8.4% through 9:55 a.m. ET Tuesday morning on improved sentiment for semiconductor stocks. You can thank Japanese megabank Mizuho for the boost. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Mizuho loves memory stocks Today's first catalyst comes from Mizuho, which this morning reiterated its outperform rating and $800 price target on Micron(NASDAQ: MU). Citing strong demand for computer memory driven by the growth of artificial intelligence, Mizuho predicts the memory market will remain 30% to 50% undersupplied throughout 2026 and 2027. Demand for high-bandwidth memory, in particular, could drive prices up by 70% to 100% next year, leading to vastly improved profits for Micron. Micron is, of course, one of the world's leading suppliers of high-bandwidth memory (HBM), which is based on DRAM chips that it manufactures. But here's the thing: While best known for its Application-Specific Integrated Circuits (ASICs), Marvell also has a nice business building custom HBM architecture, enabling "up to 25% more area for compute, 33% greater memory capacity, and a 70% reduction in memory interface power." In other words, Marvell will almost certainly benefit from increased demand for Micron chips, especially as it collaborates directly with Micron (and SK Hynix and Samsung as well) in this market. More marvell-ous news for Marvell Nor is this the only good news for Marvell today. In addition to Micron's boost, Marvell received three price target hikes this morning (from Cantor Fitzgerald, Morgan Stanley, and Susquehanna) and an upgrade to ...

In Spotify’s rapidly evolving quest to become the home of everything audio-related, the company announced on Tuesday that it’s bringing narrated long-form magazine articles to its app. The articles will be available to Premium subscribers as part of their 15 hours of audiobook listening time per month. Free users can opt to purchase standalone articles for $1.99. The streaming service said that, starting today, there will be over 650 long-form magazine articles (available in English only) from a collection of stories that includes publications like Rolling Stone, The Atlantic, Vogue, Variety, Billboard, Vibe, GQ, Wired, Vanity Fair, and Pitchfork. Spotify says the articles were produced in-house by its audiobooks team and complement Spotify’s existing audio offerings, like podcasts. Spotify tells TechCrunch that the narrated articles will use a mix of human and digital voice narration and that the portion of the articles using digital voice narration will be clearly labelled for users. Beyond being another means of bringing monetizable audio to its app, Spotify believes the addition of articles could encourage users to try a different type of listening beyond music, which could ultimately lead them to try other forms of long-form listening, like its potentially more profitable audiobooks. “By bringing shorter form content into the mix, we’re meeting audiences where they are to help build healthy listening habits, ultimately growing engagement with books over time,” noted Colleen Prendergast, Licensing Lead at Spotify Audiobooks, in a blog post about the launch. At present, Spotify offers audiobook listening hours to its paid subscribers as well as “top-up” hours when the listening time runs out. There’s also a $9.99 per month Audiobook Access plan for Spotify’s free music listeners, and a $11.99 per month Audiobooks+ plan that doubles the listening hours. The addition follows a deluge of news from the streamer in recent weeks. This saw the company take large leaps i...

意大利阿维奥公司(AVIO)股票在停牌后恢复交易，股价上涨4.7%。 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。

Key Points Mizuho doubles down on Micron stock today -- with implications for Marvell. Marvell itself receives three price target hikes and a new buy rating on Wall Street. 10 stocks we like better than Marvell Technology › Marvell Technology (NASDAQ: MRVL) stock soared 8.4% through 9:55 a.m. ET Tuesday morning on improved sentiment for semiconductor stocks. You can thank Japanese megabank Mizuho for the boost. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Mizuho loves memory stocks Today's first catalyst comes from Mizuho, which this morning reiterated its outperform rating and $800 price target on Micron (NASDAQ: MU). Citing strong demand for computer memory driven by the growth of artificial intelligence, Mizuho predicts the memory market will remain 30% to 50% undersupplied throughout 2026 and 2027. Demand for high-bandwidth memory, in particular, could drive prices up by 70% to 100% next year, leading to vastly improved profits for Micron. Micron is, of course, one of the world's leading suppliers of high-bandwidth memory (HBM), which is based on DRAM chips that it manufactures. But here's the thing: While best known for its Application-Specific Integrated Circuits (ASICs), Marvell also has a nice business building custom HBM architecture, enabling "up to 25% more area for compute, 33% greater memory capacity, and a 70% reduction in memory interface power." In other words, Marvell will almost certainly benefit from increased demand for Micron chips, especially as it collaborates directly with Micron (and SK Hynix and Samsung as well) in this market. More marvell-ous news for Marvell Nor is this the only good news for Marvell today. In addition to Micron's boost, Marvell received three price target hikes this morning (from Cantor Fitzgerald, Morgan Stanley, and Susquehanna) and an upgrade to...

格隆汇5月26日｜据华尔街日报，美国军方官员透露，美国海军已恢复协助船只穿越霍尔木兹海峡。这些官员表示，一艘满载200万桶原油的希腊籍超级油轮，在穿越阿曼海岸附近的水域时，获得了美国海军的引导护航。这艘船自3月初以来一直滞留在中东海湾地区，目前正驶往印度以交付其货物。此次护航行动标志着“自由计划”的重启。该计划是美国此前发起的一项旨在引导船只穿越这一重要航运通道的倡议，但在启动约36小时后曾一度中止。官员们表示，美国海军计划在未来几天内，协助包括超级油轮和集装箱船在内的约十余艘船只穿越该水域。

"Any individual or entity - Emirati or foreign - that were to act in a way that could reasonably be interpreted as providing operational support to an armed non-State actor would be doing so without state authorisation, in violation of Emirati law, and would be subject to criminal investigation and prosecution."

My wife and I are Starbucks people. Not in the "I need my venti triple-shot caramel macchiato to function" way, but in the "this is our road trip stop of choice" way. We've racked up enough points over the years to feel financially responsible about our habit, and Starbucks ( SBUX ) has consistently impressed us with how it updates its menu to stay trendy and relatively healthy. It's not a health food store by any means, but it makes us feel a lot better than a gas station run. (Though we'll never turn down a Buc-ee's when the opportunity presents itself.) Here's the problem: for years, we've loved being Starbucks customers but refused to become Starbucks shareholders. According to Peter Lynch , I’m making a mistake. You're supposed to invest in what you know. We know Starbucks. We use Starbucks. We watch Gen Z flock to their Refreshers and see them constantly evolve their food offerings. But the stock has been hammered for years, and watching a company you love underperform the market while you're actively giving them money is a special kind of painful. But 2026 is different. Starbucks is up more than 22% year-to-date, and while multiple factors are driving the turnaround, I think we can point to one unexpected catalyst: Khloé Kardashian's popcorn. The Khloud Factor When the influencer’s Khloud protein popcorn landed in Starbucks snack cases in January, it didn't seem like a big deal. Just another celebrity food product trying to cash in on name recognition. But according to a Los Angeles Times report published Thursday, sales of Khloud's kettle corn flavor nearly doubled on Amazon ( AMZN ) in the month following its Starbucks debut. Performance picked up at Target ( TGT ) stores too. The brand has now added a second flavor, white cheddar, to Starbucks shelves. Dana Pellicano, Starbucks' senior vice president of global product experience, explained the snack strategy to Bloomberg: customers during slower afternoon hours are "probably not looking for a packaged meal...

Investors in United States Oil Fund (Symbol: USO) saw new options become available today, for the June 10th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the USO options chain for the new June 10th contracts and identified one put and one call contract of particular interest. The put contract at the $133.00 strike price has a current bid of $5.00. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $133.00, but will also collect the premium, putting the cost basis of the shares at $128.00 (before broker commissions). To an investor already interested in purchasing shares of USO, that could represent an attractive alternative to paying $137.59/share today. Because the $133.00 strike represents an approximate 3% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 62%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 3.76% return on the cash commitment, or 91.48% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for United States Oil Fund, and highlighting in green where the $133.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $140.00 strike price has a current bid of $6.40. If an investor was to purchase shares of USO stock at the current price level of $137.59/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $140.00. Considering the ...

巴克莱分析师在一份研究报告中表示，在增长率放缓的环境下，奢侈品公司需要重新思考其战略。在疫情后的高峰期过后，该行业一直在应对高端商品需求长达数年的低迷。“近期的放缓突显了消费者行为的转变，并要求重新思考既定的战略手册，“他们写道。这些分析师表示，这些公司应专注于其核心业务，减少对非奢侈品活动的敞口。他们补充说，这可能需要进行资产剥离，例如开云集团出售其美容业务。他们表示，目前的格局需要不断的创新和新产品，以及更本地化的产品供应，以应对区域客户的差异。“成功将取决于品牌在保持质量、传统和工艺的同时，适应不断变化的消费者群体的能力，“巴克莱表示。

Looking at the universe of stocks we cover at Dividend Channel , on 5/27/26, Prospect Capital Corporation (Symbol: PSEC) will trade ex-dividend, for its monthly dividend of $0.035, payable on 6/18/26. As a percentage of PSEC's recent stock price of $2.31, this dividend works out to approximately 1.52%, so look for shares of Prospect Capital Corporation to trade 1.52% lower — all else being equal — when PSEC shares open for trading on 5/27/26. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from PSEC is likely to continue, and whether the current estimated yield of 18.22% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of PSEC shares, versus its 200 day moving average: Looking at the chart above, PSEC's low point in its 52 week range is $2.11 per share, with $3.50 as the 52 week high point — that compares with a last trade of $2.31. According to the ETF Finder at ETF Channel, PSEC makes up 2.24% of the GraniteShares HIPS US High Income ETF (Symbol: HIPS) which is trading higher by about 0.1% on the day Tuesday. (see other ETFs holding PSEC). According to Preferred Stock Channel, there is a series of preferred stock that is senior to PSEC, which trades under the symbol PSEC.PRA — more info ». Prospect Capital Corporation is in our coverage universe of monthly dividend paying stocks. In Tuesday trading, Prospect Capital Corporation shares are currently up about 1.1% on the day. Click here to learn which S.A.F.E. dividend stocks also have preferred shares that should be on your radar screen » Further PSEC Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Investors in Take-Two Interactive Software, Inc. (Symbol: TTWO) saw new options begin trading today, for the November 20th expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 178 days until expiration the newly trading contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the TTWO options chain for the new November 20th contracts and identified one put and one call contract of particular interest. The put contract at the $220.00 strike price has a current bid of $22.50. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $220.00, but will also collect the premium, putting the cost basis of the shares at $197.50 (before broker commissions). To an investor already interested in purchasing shares of TTWO, that could represent an attractive alternative to paying $225.76/share today. Because the $220.00 strike represents an approximate 3% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 62%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 10.23% return on the cash commitment, or 20.97% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Take-Two Interactive Software, Inc., and highlighting in green where the $220.00 strike is located relative to t...

Looking at the universe of stocks we cover at Dividend Channel , on 5/27/26, Bgc Group Inc - Class A (Symbol: BGC) will trade ex-dividend, for its quarterly dividend of $0.02, payable on 6/10/26. As a percentage of BGC's recent stock price of $11.15, this dividend works out to approximately 0.18%. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from BGC is likely to continue, and whether the current estimated yield of 0.72% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of BGC shares, versus its 200 day moving average: Looking at the chart above, BGC's low point in its 52 week range is $8.265 per share, with $11.905 as the 52 week high point — that compares with a last trade of $11.14. According to the ETF Finder at ETF Channel, BGC makes up 1.78% of the SPDR S&P Capital Markets ETF (Symbol: KCE) which is trading higher by about 0.4% on the day Tuesday. (see other ETFs holding BGC). In Tuesday trading, Bgc Group Inc - Class A shares are currently off about 0.3% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Further BGC Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Investors in Apple Inc (Symbol: AAPL) saw new options become available today, for the June 10th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the AAPL options chain for the new June 10th contracts and identified one put and one call contract of particular interest. The put contract at the $265.00 strike price has a current bid of 10 cents. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $265.00, but will also collect the premium, putting the cost basis of the shares at $264.90 (before broker commissions). To an investor already interested in purchasing shares of AAPL, that could represent an attractive alternative to paying $311.51/share today. Because the $265.00 strike represents an approximate 15% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 97%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 0.04% return on the cash commitment, or 0.92% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Apple Inc, and highlighting in green where the $265.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $315.00 strike price has a current bid of $3.25. If an investor was to purchase shares of AAPL stock at the current price level of $311.51/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $315.00. Considering the call seller will al...

人工智能投资热潮正在为动量策略投资者带来数十年来最丰厚的回报。彭博汇编的数据显示，自3月底以来，MSCI全球动量指数已跑赢MSCI全球所有国家指数达17个百分点，有望创下自1991年有记录以来最强劲的两个月超额收益表现。 资金持续涌入科技股，使动量交易成为今年全球市场的主导投资风格。尽管市场担心伊朗战争可能拖累经济增长，但全球最热门的AI相关股票仍在继续吸引资金流入。数据显示，MSCI全球动量指数正朝着历史性的超额表现迈进，投资者在淡化宏观风险的同时，竞逐不断扩张的AI赢家版图。 然而，如此显著的涨幅本身也正在成为警示信号。业内人士警告，投资者在同一批股票中的拥挤程度越高，一旦 高通 胀迫使美联储收紧政策，或企业盈利转弱，市场就越容易遭遇突发性逆转。 值得注意的是， 摩根士丹利 给出了相对更结构性的判断。该行分析师指出，动量股相对于自身历史而言并不算贵，当前估值大约处于历史区间的第49个百分位。盈利数据也显示，AI主题投资组合中的美国成分股盈利超预期的比例依然高企，且继续优于整体市场表现。该行认为，出现动量股持续性回调的风险已经降低，更长期的回撤可能需要债券收益率进一步大幅上升，或者AI盈利逻辑显著松动才会出现。 责任编辑：张俊 SF065

格隆汇5月26日｜美光科技股价上涨18%，报886美元/股，再次刷新历史新高，总市值达10000亿美元。今年以来，美光科技累计涨幅达210%。 美光科技由此成为继英伟达、苹果、微软、台积电、博通等巨头之后，全球半导体行业/科技界又一迎来“万亿美元高光时刻”的芯片企业。 华尔街各大投行近期纷纷上调美光评级，就在今天，瑞银将这家存储芯片制造商的目标价从535美元上调至1,625美元，为华尔街最高水平。

AMD Is Up 5% Today: Is It Outperforming Other Chip Stocks Like Intel and NVIDIA? aol.com

美光科技上涨大约19%，刷新盘中历史高位至891.27美元，使得盘中市值达到1万亿美元。 纳斯达克100指数成分股中，西部数据涨10.5%紧随其后，闪迪涨9.9%，AMD涨6.1%，迈威尔科技、科磊、应用材料、德州仪器至少涨5.4%，博通、恩智浦、希捷科技至少涨4.5%，高通涨3.2%，Arm控股涨2.9%。 费城半导体指数涨5.7%。 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。

US President Donald Trump gestures as he speaks to reporters after arriving on the South Lawn of the White House in Washington, DC, on May 15, 2026. Alex Wroblewski | AFP | Getty Images President Donald Trump and his entire Cabinet will meet at Camp David on Wednesday, a White House official told CNBC on Tuesday, hours after new U.S. strikes in Iran raised concerns about an anticipated peace deal. Trump and his top officials will make the rare trip to the woodsy Maryland retreat to discuss issues both foreign and domestic, a White House official told The New York Post earlier Tuesday. They include the "recent successes of the administration including economy and small business wins, Task Force to Eliminate Fraud highlights, and foreign policy updates," the official told the Post. The White House confirmed the Post's report to CNBC. Director of National Intelligence Tulsi Gabbard , who announced last week she would resign in late June, will attend the Camp David meeting, the White House said. This is breaking news. Please check back for updates. Read more CNBC politics coverage Judge tosses Kilmar Abrego Garcia charges, calls prosecution 'vindictive' Trump skipping wedding of son Donald Jr. to Bettina Anderson Tulsi Gabbard resigning as Trump's intelligence chief Kevin Warsh sworn in as Fed chair as Trump seeks interest rate cuts New lawsuits against Trump's DOJ 'lawfare' fund Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

China’s Offshore Investment Curbs Push QDII ETF Premiums Higher 00:00 00:00 /00:00 您的浏览器不支持 audio 标签。 Listen to this article 1x The Guotai Nasdaq 100 ETF (QDII-ETF) is one of China’s earliest funds tracking the Nasdaq 100 index. Photo: VCG Premiums on Chinese exchange-traded funds investing overseas have surged as qualified domestic institutional investor (QDII) quotas tighten and regulators move to curb noncompliant cross-border brokerage services. The tightening is making it increasingly difficult for mainland investors to access overseas markets through approved channels, funneling demand into exchange-listed QDII funds and driving market prices well above underlying portfolio values. You've accessed an article available only to subscribers Subscribe today for just $.99. VIEW OPTIONS Unlock exclusive discounts with a Caixin group subscription — ideal for teams and organizations. Save an extra $50. Introductory offer for new readers. Subscribe now. Share now and your friends will read it for free!

The Duffer brothers wrapped up their blockbuster series Stranger Things earlier this year and also departed Netflix for a lucrative new production deal with Paramount. But a couple of their production projects remain with Netflix: the animated series Stranger Things: Tales from '85 , which dropped in April to mixed reviews; and the newly released The Boroughs , a supernatural thriller set in a retirement community in the New Mexico desert. I'm happy to report that The Boroughs is a creative home run, with a smart, witty script, terrific ensemble cast, and engrossing central mystery. (Some spoilers below but no major reveals.) Sam Cooper (Alfred Molina) is a recently widowed, retired aeronautical engineer who (very) reluctantly moves into The Boroughs retirement community. It was his late wife's choice to move there, and the company refuses to let him out of the contract he co-signed when Lilly (Jane Kaczmarek) was still alive. So he's grumpy about the whole arrangement, snapping at his long-suffering daughter, Claire (Jena Malone) and pretty much anyone else who crosses his path. Read full article Comments