格隆汇6月4日｜美银将阿斯麦的目标价从1710欧元上调至1921欧元，维持“买入”评级；巴克莱则将其目标价从1575欧元上调至1900欧元，重申“增持”评级。两家券商均指出，市场对2028年的需求能见度持续改善，且对这家荷兰芯片设备龙头突破现有EUV(极紫外光刻)产能瓶颈的信心不断增强。

angelp Three scientific papers used by Health and Human Services Secretary Robert F. Kennedy Jr. and his allies to justify changes to the U.S. vaccination policy are facing fresh scrutiny, The Guardian reported on Thursday. The journals that published the papers have either removed or retracted them or initiated investigations into the studies over the past two months, according to the publication. All three studies had a common narrative: vaccinated children are at a higher risk of facing health issues compared to unvaccinated children. RFK Jr. used two of the studies when he co-wrote the book Vax-Unvax: Let the Science Speak, which argued that unvaccinated children were healthier than vaccinated children. The CDC cited one of the studies when it acted against scientific consensus and revised its long-held view that vaccines do not cause autism in children. Aaron Siri, who has previously served as Kennedy’s lawyer, relied on all three studies when he called for changes to the U.S. childhood immunization schedule before a federal vaccine advisory committee in December. Toxicology Reports, which published a study in 2024 suggesting a link between vaccines and sudden infant death syndrome, has removed the paper after identifying “serious methodological flaws” following an investigation. Sage Open Medicine, which published another study in 2020 indicating that vaccinated children are more vulnerable to certain health issues, such as asthma, has attached an expression of concern to the paper on May 18 amid an ongoing investigation. The third study, which suggested a higher risk of autism in male children vaccinated for Hepatitis B during the first month of life, was retracted by the Journal of Toxicology and Environmental Health on May 21. The HHS was not immediately available for comments on the report. Dear readers, We recognize that politics often intersect with the financial news of the day, so we invite you to click here to join the separate political discussion. M...

Puget Sound Energy CEO Mary Kipp says that wildfires and Washington state's aggressive clean energy policies have led to higher costs to customers. Kipp spoke with Bloomberg's Tyler Kendall on the sidelines of the Edison Electric Institute 2026 Conference in Las Vegas. (Source: Bloomberg)

Officers say a man was shot at Manor Park Student Village, Guildford, on Thursday morning.

Palantir Technologies (NasdaqGS:PLTR) highlighted new partnerships and AI deployments at its AIPCon 10 event. The company announced its first publicly disclosed commercial customer in Mexico through a deal with insurer GNP. Palantir introduced an enterprise AI solution with law firm Kirkland & Ellis for private equity use cases. The company also expanded its work with McCarthy Building Companies to apply AIP in large construction projects. Palantir focuses on data integration and AI...

Palantir AIPCon 10 Highlights Push Into Core Insurance To Construction Yahoo Finance

据称，德国、法国和英国正在商讨推动乌克兰与俄罗斯展开谈判，寻求结束冲突的可能性。知情人士称，德法英近期一直在讨论举行俄乌直接谈判的可能性。三国认为，随着美国主导的外交斡旋陷入停滞，以及俄乌战场形势出现一些新的变化，当前或许正在形成推动谈判的契机。一位不愿透露姓名的德国政府官员3日在吹风会上表示，俄罗斯与欧洲之间围绕乌克兰问题开展对话的窗口正在缓慢开启，但离谈判真正启动仍可能需要数月时间，且需要确保在乌克兰的完全同意下进行。这名德国政府官员还指出，目前尚不清楚未来相关谈判将由谁主导，但有强烈迹象表明，由德国、法国和英国组成的“E3”机制将在这一进程中发挥重要作用。（央视新闻）

US regulators have closed a key export loophole that had allowed NasdaqGS:AMD and Nvidia to ship advanced AI chips to Chinese customers via non Chinese subsidiaries. The change directly affects AMD's addressable international AI chip market and introduces new considerations for supply chains and compliance. AMD has updated its long term view of the CPU market, now estimating a total opportunity of more than US$120b by 2030, linked to rising agentic AI demand. AMD, traded as NasdaqGS:AMD, is...

格隆汇6月4日｜据CCTV国际时讯，今年2月底美以伊战事发生后，霍尔木兹海峡航运受阻。为运出原油，中东多个国家纷纷寻找替代路线。阿联酋阿布扎比国家石油公司副总裁菲利普·库里日前在英国伦敦出席活动时表示，该公司正考虑新建一条多用途成品油运输管道，以应对霍尔木兹海峡的风险。

6月4日，联动科技举办投资者交流活动，吸引了数十家机构参与。作为半导体后道测试设备领军企业，联动科技大额研发投入已逐步兑现为商业化产品。公司与国内头部AI芯片企业天数智芯签署战略合作协议，加速推进全品类客户导入与批量投产。同时，持续深化在SiC/GaN功率器件测试领域的技术优势，重点拓展电动汽车、新能源等工业应用场景。受益于人工智能、汽车电子等下游需求提振，半导体测试设备行业呈现逐步复苏态势。联动科技将继续聚焦AI算力芯片测试与第三代半导体测试两大核心赛道，加大研发投入，推进技术迭代。（证券时报）

格隆汇6月4日｜摩根大通分析师Nathasha Kaneva等人在报告中表示，“尽管尚未达成协议，海峡持续关闭，库存仍在下降，但市场似乎越来越适应现状。”“我们估计，每日额外100万桶供应正在设法通过海峡，可见库存的下降速度略慢于我们最初的预测，而需求损失明显大于预期。”5月最后两周，通过海峡的隐秘流量已明显增加，达到每日210万桶。“综合来看，这些调整有助于解释为什么接近100美元的油价并不表明中断影响很小。相反，它们表明市场已经找到了一些方式 —— 尽管代价高昂 —— 来消化这一冲击。”“另一种可能性是，与历史经验所显示的相比，世界已经更加善于适应石油冲击。”“2022年油价飙升的经历，或许已经让政府、企业和消费者学会如何在减少能源使用的同时维持经济活动。”

Shares of Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) fell more than 14% on Thursday after the chipmaker's fiscal third-quarter AI revenue guidance and its reiteration of a full-year 2027 target fell short of investor expectations, overshadowing strong second-quarter results. Broadcom guided for AI...

6月4日，广东省服务业大会在广州召开。会议强调，要在统筹推进中把握好突出重点、分层分类、分门别类，尽快出台一系列“一业一策”政策措施，深入具体推动服务业各细分行业规模不断增长、结构不断优化、能级不断提升。要大力推动批零住餐业实现量质齐升，加快培育金融业成为强大的支柱性产业，抢抓历史机遇推动信息传输、软件和信息技术服务业跨越式发展，全力促进房地产业平稳健康发展，积极推动租赁和商务服务业更好为发展赋能，大力发展交通运输、仓储和邮政业，在结构优化中推进科技服务业高质量发展，顺应群众和市场需求加快文化、体育和娱乐业发展，积极发展居民服务、修理和其他服务业。（南方日报）

Energy sector consolidation has accelerated through 2026 so far, with majors and large independents acquiring scale, inventory, and strategic infrastructure. With Henry Hub-linked LNG demand expanding—U.S. LNG export capacity is projected to reach 27.7 billion cubic feet per day (Bcf/d) by 2030—and marketed natural gas production averaging 120.2 Bcf/d in Q1, up 4% year over ... Consolidation Wave Reshapes Energy Sector: 3 Stocks Vulnerable to Acquisition, Ranked

Broadcom (AVGO) delivered "very strong" fiscal Q2 results, and its outlook is likely to remain "cons

2026 is shaping up to be the biggest year for IPOs in stock market history. SpaceX is lined up to go public as soon as next week, targeting June 12 as its debut date. Anthropic just filed confidentially to go public, meaning that it could hit the markets in just a couple of months, and OpenAI is targeting an IPO by the end of the year. SpaceX is the only one of the three to have revealed its financial results in its S-1 prospectus, giving investors key insights into the company, but shortly after that, Anthropic announced a major funding round and declared its own intentions to go public. Continue reading

Key PointsBrookfield Renewable's business is set up nicely for any environment.

Standard Chartered Sees Bitcoin Bottom "Almost In" As Crypto Crashes To 3-Month-Lows Authored by Naga Avan-Nomayo via TheBlock.co, After a brutal week for bitcoin (down over 20% in the last 9 days), Standard Chartered said the worst may soon be over for the largest cryptocurrency and the broader digital asset market. The bank's Global Head of Digital Assets Research, Geoffrey Kendrick, said in a note entitled "The Low Is Almost In" , the bitcoin market is close to a bottom, arguing that structurally resilient spot exchange-traded fund holdings and an anticipated large buyback by Strategy make a compelling case that the worst of the current sell-off is over. "This week has been painful in crypto. There is really no other way of putting it," Kendrick wrote in a client note on Thursday. "But I think when we look back at the end of 2026 with BTC at $100,000 and ETH at $4,000, we will say this was the buying zone we all wanted." Bitcoin was trading around $64,000 at the time of writing, down roughly 2% on the day (after bouncing back from deeper losses), 14% on the week, 22% over the past month, and more than 40% over the past year. Ether was flat on the day (also bouncing back from 6%-plus losses earlier, and 26% over the past month, trading around $1,780. What changed since February The note is a direct bookend to a February 12 call in which Kendrick warned of "pain and final capitulation" for digital assets, cutting his near-term bitcoin target to $50,000 and ether to $1,400. The Block reported on that note at the time. The key variable that has shifted, Kendrick argued, is the holdings of spot bitcoin ETFs. In February, he flagged ETF capitulation as a real downside risk . It has not materialized, in his view. ETF holdings went from 682,000 bitcoin to a peak, then settled back to around 674,000 - broadly flat over the period. "This tells me that ETF holdings are more structurally strong than I had feared in February," he wrote. The Strategy factor The proximate cause...

REalloys is securing heavy rare earth supply outside China as the Pentagon's 2027 sourcing deadline approaches, locking in processing capacity, feedstock, and metallization assets across North America and Greenland

Russian teen reaches French Open final in 6-1, 6-3 win Kostyuk swerves pose with Andreeva in pre-match photo Marta Kostyuk believes her breakthrough run at the French Open and her determination to speak out about Russia’s war in Ukraine ­successfully served as a reminder, to ­people who may have forgotten, about the ­horrors unfolding in her home ­country as she suffered a heavy loss to highest ranked Russian player, Mirra Andreeva, in the semi-finals. “Yeah, for sure,” Kostyuk said. “I will never forget the ovations I received after my match [against fellow Ukrainian Elina Svitolina] in the quarter-finals. This is something I will carry with me forever. I will never believe anyone who is at the world stage of this sport saying they have zero influence or anything, because I experienced this myself.” Continue reading...

Palantir Technologies (PLTR) Partners with Google Cloud for Stra GuruFocus

McCarthy and Palantir Partner to Deploy AI Across Construction Operations Construction Owners Club

McCarthy and Palantir Partner to Deploy AI Across Construction Operations Construction Owners

Is Snowflake the New Market Darling of AI Software -- or Will It Follow Palantir's Path? The Globe and Mail

Palantir Technologies (PLTR) and Amazon-backed (AMZN) Anthropic are better viewed as complementary p

Key PointsSnowflake's stronger-than-expected growth and improved guidance led to a sharp jump in its stock price following its recent results.

Source: Bloomberg, 36:10

US president alleges there is ‘big cheating’ in elections for governor and Los Angeles mayor as results are pending Donald Trump has alleged without evidence that Democrats are cheating in California ’s primaries and claimed in a late-night social media post that the US attorney’s office in Los Angeles was investigating. As counting continues in the most populous state in the US, the president’s unfounded remarks are likely to further alarm election observers, who have warned of the risk of escalating misinformation in the absence of a final result. Continue reading...

Dragon Claws/iStock via Getty Images Pfizer ( PFE ) has signed an agreement with Chai Discovery to use that company's AI platform to discover new treatments. Financial details were not disclosed. Chai provides " generative AI software that can predict and reprogram the interactions between molecules, enabling scientists to design biomolecules with specific functional properties," per a news release. Pfizer will have access to the Chai-3 model plus a custom model designed to work with Pfizer's proprietary data and workflows. More on Pfizer Pfizer Inc. (PFE) Presents at Jefferies Global Healthcare Conference 2026 Transcript Pfizer: Reduced TrumpRx/Patent Risks Meet Accretive M&A Efforts - Reiterate Buy FQ1 Healthcare Dividend Roundup: Johnson & Johnson Keeps Outshining Pfizer These 10 large-cap healthcare companies rank among the market's most attractively valued stocks EU to target XFG variant for next COVID vaccines

格隆汇6月4日｜伊朗本周允许联合国核监督机构的核查人员访问布什尔核电站，但拒绝检查人员核实其浓缩铀库存状况和存放地点的要求。根据国际原子能机构(IAEA)的一份报告，尽管该机构对布什尔之行表示欢迎，但无法消除外界对伊朗接近武器级浓缩铀库存的担忧。这批材料足以制造约12枚核弹头，而IAEA已有一年未能对其进行核实。彭博看到的这份10页保密报告显示，虽然核查人员在布什尔进行了为期三天的访问，但“IAEA尚未收到伊朗关于其他已申报核活动现状的任何信息”。IAEA总干事Rafael Mariano Grossi再次要求伊朗允许检查人员恢复工作，并呼吁通过谈判解决以色列、美国与伊朗之间的僵局。