Shares of Micron Technology (NASDAQ:MU) are leading the memory complex sharply higher in midday trading, rallying 16% on the session after UBS analyst Timothy Arcuri delivered one of the most aggressive sell-side revisions of the AI cycle. The move has rippled across the sector as investors reprice every name tied to memory and storage. SanDisk ... Not Just Micron: Memory Melt-Up Pulls SanDisk Up 8%, Western Digital Up 10%

格隆汇5月27日｜前纽约联储主席杜德利警告称，鉴于长期未能实现2%的通胀目标，美联储作为“通胀斗士”的信誉正面临丧失的危险。“我们已连续五年多处于美联储通胀目标之上，”杜德利表示。“而且存在这样一种风险：通胀预期最终可能会脱锚。”他的这番言论突显了新任美联储主席沃什所面临的挑战。沃什接手美联储之际，正值消费者物价指数（CPI）录得自2023年以来的最大单月涨幅，且此前特朗普因鲍威尔未放松货币政策而对其进行了持续猛烈的抨击。杜德利认为，沃什的任命以及特朗普要求降息的施压，进一步加剧了美联储所面临的信誉挑战。

Nano Nuclear Energy (NNE +12.38%) stock soared 12% through 11:40 a.m. ET Tuesday after announcing it has just acquired a subsidiary that generates actual revenue -- and is profitable to boot. Considering Nano Nuclear itself currently generates no revenue, this is pretty big news for the start-up manufacturer of small modular (nuclear) power reactors. What Nano Nuclear just bought The company Nano just bought, Secured Transportation Services LLC, specializes in the safe, secure, and compliant (with safety regulations) movement of radioactive and nuclear materials. It's a perfect match for Nano, which is planning to build and transport nuclear reactors and fuel in the future! The price Nano paid is also pretty nice. Nano will pay $6 million cash and $7 million in stock for its new subsidiary -- $13 million total. In exchange, it gets a nuclear specialist with 20 years of experience, $7.1 million in annual revenue, and $1.3 million in annual net profit. That works out to a purchase price of 10 times annual earnings, and only 1.8 times sales. When you consider that Nano itself currently trades at infinity times both earnings and sales, it's an obvious bargain. For that matter, if you look five years into the future, and see S&P Global Market Intelligence forecasting Nano with only $16.3 million in revenue in 2030, but costing nearly $1.6 billion today... well, that means Nano has a very forward price-to-sales ratio of nearly 1,000. And 1.8x sales today is a lot cheaper than 1,000x sales five years from now. Expand NASDAQ : NNE Nano Nuclear Energy Today's Change ( 12.38 %) $ 3.31 Current Price $ 30.04 Key Data Points Market Cap $1.4B Day's Range $ 28.06 - $ 31.43 52wk Range $ 18.93 - $ 60.87 Volume 108.7K Avg Vol 2.1M What it means for Nano Nuclear stock Beyond just getting a great price, Secured Transportation Services helps Nano become a fully integrated nuclear fuel logistics and transportation company -- not just for itself, but for other players in this industry as ...

核心要点 美光 科技周二市值 首次突破 1 万亿美元 。 瑞银 将其目标股价上调近两倍，推动该股大幅走高。 依托智能体人工智能发展浪潮，美光成为新晋受益芯片企业。 受人工智能对存储芯片的旺盛需求提振，美光科技股价大涨 18%，公司市值于周二首度站上 1 万亿美元 关口。 此番股价大涨源于投行瑞银大幅上调目标价：考虑到行业出现价格部分锁定的长期供货协议，瑞银将美光目标价从每股 535 美元上调至 1625 美元，涨幅接近两倍。 瑞银在研报中表示：“随着人工智能为整个存储行业带来的结构性变革逐步显现，市场将给予该股更为合理的常规估值，美光的估值仍有上行空间。” 按照最新目标价计算，该股较上周五收盘价还有翻倍以上的上涨空间。 当前人工智能产业迈入新阶段，一批新晋芯片企业迎来发展机遇，美光便是其中之一。此前该领域基本由英伟达主导，如今投资者纷纷布局 CPU 与存储芯片相关个股，这类产品是承载、处理 智能体算力任务 的核心硬件。 人工智能催生的海量需求，造成全球存储芯片供不应求，美光、SK 海力士、三星等厂商产能难以匹配市场缺口，各家也顺势上调产品售价。今年以来，美光股价累计涨幅已超两倍。 就在数周前，美光市值刚突破 7000 亿美元，正式跻身美国顶尖科技企业行列。 英特尔 此前错失人工智能首轮行情，如今股价涨幅超五倍，逼近历史高位。得益于去年夏季美国政府的大额注资，这家美国芯片巨头正全力推进业务转型。 此外， 高通 、超威半导体、迈威尔科技等芯片企业股价也纷纷创下新高。 责任编辑：郭明煜

It means that more than one in 10 people who have entered the country from mainland Europe so far this year arrived during the bank holiday weekend.

格隆汇5月26日｜SpaceX的星链服务即将覆盖美国航空半数主力机队。

The Cultural principle celebrates the vibrant, diverse and inclusive nature of Hong Kong’s local culture. With walkability in mind, the Connectivity principle focuses on the pedestrian experience in order to sustain street vibrancy and improve movement throughout the district. Their proposal, “Heartbeat of the City, Voices of the Streets”, is centred around the proposed “Cultural Belt”/ Civic Node in Yau Ma Tei, as part of the Urban Renewal Authority (URA) and Hong Kong Institute of Architects (HKIA) Urban Renewal Design Ideas Competition for the District Study for Yau Ma Tei and Mong Kok (YMDS). The competition asked teams to demonstrate how the study’s new planning tools could be applied to two real-world sites, one around the Central Urban Park in Mong Kok, and the other around the Heritage Park in Yau Ma Tei, as proposed in the YMDS. From left: Ar. Cheung Hoi Lan (Sandy Cheung), Chen Lok Ching (Vanessa Chen), Ar. Chan Wang Fung (Raphael Chan), Chung Yin and Cheng Chun Hei (Alex Cheng), the young winning team for “Heartbeat of the City, Voices of the Streets”, celebrate their first-prize (Area around the Heritage Park in Yau Ma Tei) victory at the URA x HKIA Urban Renewal Design Ideas Competition Ceremony. Under the Communal principle, Yau Ma Tei is positioned as a heritage and cultural hub that links historic landmarks and introduces new venues for events, thereby sustaining and promoting the area’s appeal as a tourism destination.Putting this philosophy into practice, the team focused on keeping activity at ground level. “We’re not trying to replace everything,” says team leader Sandy Cheung. “A lot is already happening there. We think those activities should continue.” This thinking is most visible in their approach to Connectivity. Adopting a creative reinterpretation of the proposed multi-storey “Civic Node” in the YMDS, the proposal introduces a continuous green deck that stitches together fragmented plots and roadways, enabling multi-level circulation. At ...

AMD Radeon RX 9070 GRE graphics cards might soon come to other regions AMD appears to be preparing a global launch for its previously China-exclusive Radeon RX 9070 GRE graphics card. A leaked image of an upcoming Sapphire Radeon RX 9070 GRE Pulse reveals retail packaging with English branding. The image of the packaging shared by VideoCardz shows it's quite similar to the Chinese packaging, with some changes to the lettering in the top-left corner. The Radeon RX 9070 GRE originally debuted as a regional product built around the Navi 48 XL GPU. The silicon features 3,072 stream processors across 48 CUs, paired with 12GB of GDDR6 video memory running on a 192-bit bus, delivering 432GB/s of memory bandwidth. Image credit: VideoCardz Further indications of an expanded rollout include retail listings on Newegg for prebuilt gaming desktops configured with Radeon RX 9070 GRE graphics cards, alongside early standalone product listings. AMD has yet to confirm new regional availability for the RX 9070 GRE, but as retailers are starting to list them in the US, we expect that to change soon. KitGuru says: Would you consider getting a Radeon RX 9070 GRE graphics card if it were available in your region? Become a Patron!

Oracle (ORCL) Upgraded to Buy: Here's Why Yahoo Finance

Investors might want to bet on Oracle (ORCL), as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system. Individual investors often find it hard to make decisions based on rating upgrades by Wall Street analysts, since these are mostly driven by subjective factors that are hard to see and measure in real time. In these situations, the Zacks rating system comes in handy because of the power of a changing earnings picture in determining near-term stock price movements. As such, the Zacks rating upgrade for Oracle is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price. Most Powerful Force Impacting Stock Prices The change in a company's future earnings potential, as reflected in earnings estimate revisions, and the near-term price movement of its stock are proven to be strongly correlated. The influence of institutional investors has a partial contribution to this relationship, as these big professionals use earnings and earnings estimates to calculate the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock. Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Oracle imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher. Harnessing ...

Growing up, Jannese Torres only saw the men in her family making financial decisions. “The women managed the day-to-day budget and made sure all the bills got paid, but the men were the ones who had the ‘grown-up’ conversations,” she said. Financial products were something to be feared – her parents had gone into credit card in their 20s, forcing them to file for bankruptcy. When Torres became a mother last year, she knew she wanted something different for her daughter. “My whole goal is making sure that she has as many options as possible, because I didn’t have that for myself,” said Torres, 40, host of the popular Yo Quiero Dinero podcast and author of Financially Lit!: The Modern Latina’s Guide to Level Up Your Dinero & Become Financially Poderosa. According to Torres, her 15-month-old daughter has accumulated roughly $13,000 in accounts including a 529 college savings account (which has tax advantages similar to a retirement account), a brokerage investment account and Roth IRA (which she can access when she comes of age). That last one is restricted to income-earners, but the toddler’s got that covered, too: when she’s featured in Torres’s social media content, she earns a $625 modeling fee. Torres estimates that if she puts aside $2,000 per month for the next 17 years, her daughter will be a millionaire by the time she’s 18. Now she’s telling her 100,000 followers how they can set their kids up for financial success too. A self-described “first-gen kid who didn’t learn shit about money”, Torres was raised in a Puerto Rican family in New Jersey. She became interested in personal finance in her 20s, when she was laid off from a job as a medical device engineer and started a food blog that started bringing in some income. As she read up on the Fire (financial independence/retire early) movement, she found a dearth of Latinx voices. So she started talking about it. Today, Torres covers self-employment and building generational wealth, but also topics like Puerto R...

When I was in middle school, my father told me 80% of how people see you is how you see yourself. This was terrible news at the time, because I was deep in the depths of puberty, self-loathing and figuring out how to part my hair. Though he pulled that number out of thin air, in the intervening years I’ve found he was on to something – projecting confidence can sometimes be the key to success, professionally and personally. But how does one actually cultivate confidence? And what if our understanding of what confidence is skewed? “Confidence is so often this thing we think we’re going to arrive at,” says Claire Fountain, licensed therapist and writer. We often tell ourselves we will feel confident once we accomplish a certain goal or look a certain way, she explains, but true confidence is not dependent on outside factors; it’s “a sense of trusting one’s self”, Fountain says. If you struggle with confidence, you’re in good company. Just remember it doesn’t have to be forever. “We can change our beliefs about ourselves,” says Fountain. What is confidence? Although the two terms are often lumped together, confidence is not the same thing as self-esteem. “Self-esteem is an evaluation of self-worth,” says Dr Kristin Neff, associate professor of educational psychology at the University of Texas at Austin; it is one’s estimation of themselves as a good or bad person. Confidence, on the other hand, is the belief that one can get things done and accomplish their goals. In psychological literature, this is often referred to as “self-efficacy”, Neff says. In short, self-esteem is our belief about who we are, and confidence is our belief about what we can do. Fountain describes confidence as a feeling of groundedness. Even if things go poorly, she says, “We can feel like, I’m OK.” Why is confidence important? Confidence is extremely important for one’s overall wellbeing, says Dr Mia Smith-Bynum, professor and chair of the department of family science at the University of Maryl...

After Francesco Farioli surrendered a nine-point lead in his final five matches at Ajax, he felt the word “loser” had been stamped across his forehead. Clubs that had pursued him quietly stepped back and his rise abruptly stalled. Now, after an impressive campaign at Porto, the 37-year-old is again one of Europe’s most sought-after coaches. Porto’s title triumph, wrapped up with two games to spare, came 12 months after Ajax’s collapse enabled PSV to become Dutch champions. It is a sign of Farioli’s status that he was linked with Chelsea before they appointed Xabi Alonso, raising fears among Porto supporters of an early departure. They remember what happened 15 years ago when André Villas-Boas was prised away to Stamford Bridge after winning the league. Farioli, though, insists the club and fans have nothing to worry about. “I feel I need to go again and push again – now the expectations are even higher,” he says. “Three weeks ago, from the outside, I had big question marks on my head. Now there is an exclamation mark that needs to be confirmed and proved.” Villas-Boas is Porto’s president these days, voted in just over two years ago, and the trust he placed in Farioli has been good for both parties. Porto had gone three seasons without the title before Farioli’s arrival. “I was really looking for a club with people who had the same motivation I had – a spirit of overturning a failure or something that went wrong – after the very heavy season I had at Ajax,” Farioli says. The Italian inherited a Porto squad that had experienced a chaotic season marked by two managerial changes, a third-placed finish and the loss of Champions League football. But Farioli saw an opportunity to restore dignity to the club and his career. View image in fullscreen Francesco Farioli gets a soaking from his Porto players. He says he had to ‘change the emotional atmosphere around the team’ when he arrived. Photograph: FC Porto “The president’s decision to give me this opportunity was remarka...

If Andy Burnham succeeds in his plan to return to parliament, he’ll arrive as PM as a war rages in Europe and potentially the Middle East. Markets are watching today to see if overnight clashes between the US and Iran presage a return to the fighting and whether Donald Trump’s talk of truce is yet another false dawn . As one investor told Bloomberg Radio: “It’s abundantly clear that if Hormuz is not reopened soon - and we’re talking weeks, not months, now - then you get recessions in the energy-importing countries. So Europe, UK, recession becomes pretty much inevitable in that scenario. It’s very binary.” If it’s right - that we’re talking “weeks, not months” before the economic damage is done - then this question of whether Burnham as PM inherits a recession may be settled while the mayor of Manchester is still duking it out for the Makerfield seat. And if he becomes PM, he will find the most serious geopolitical turmoil despite having had no foreign policy experience when he was last in government. The reopening of the Strait of Hormuz; Ukraine; US-UK tariffs, not least the challenges posed by China - as diplomatic challenges go, these are not under-arm balls. You can imagine a world where Trump’s spidey political sense latches onto PM Burnham’s relatively impressive polling numbers and everyman appeal and lavishes praise on him. But you can also imagine Burnham playing that relationship as the Spanish PM has done - defining himself with more verve against Trumpian values than Starmer has latterly attempted to do. Either way, Burnham will be feeling his way. Of course it’s not necessary to be a creature of the Durbar Court to be a good PM. Neither Keir Starmer nor, before him, my old boss Rishi Sunak, had ever done foreign policy briefs before they became PM, and they both went on to be quite good international players. But it makes sense of the speculation doing the rounds in Westminster that Burnham could ask a vanquished Starmer to be his foreign secretary. Bl...

Iceland Seafood will publish its Consolidated Financial Statement for Q1 2026 after closing of markets on May 27th 2026. Iceland Seafood International does not hold investor and market participant meetings or webcasts in connection with the publication of Q1 and Q3 results. Online meetings and presentations are held in connection with the publication of Q2 (half-year results) and Q4 (full-year results), during which management presents and discusses the results. Dates for these meetings are published on the company’s website https://icelandseafood.com/investors/

NEW YORK and SINGAPORE, May 26, 2026 /PRNewswire/ -- Alibaba International announced today that its AI-powered creative platform, PicCopilot, has integrated with Google Ads. This strategic collaboration enables small and medium e-commerce operators to create and launch high-conversion Google display ads directly within the PicCopilot platform. Unlike general creative tools, PicCopilot leverages Alibaba International's e-commerce ecosystem to train its AI on real-world scenarios, ensuring the solution is examined and validated through actual market experience. Small and medium e-commerce operators and direct-to-consumer (DTC) brands face mounting pressure to maintain consistent marketing presence across multiple digital channels while operating with limited resources. In the U.S. market, where approximately 40% of PicCopilot users are first-time entrepreneurs, the ability to leverage such professional insights is critical. Through this integration, businesses can now leverage a unified platform that simplifies the entire workflow. For instance, PicCopilot's "Viral Video Maker" can generate 8-10 professional video options in just 2-3 minutes from a single product image—a process that traditionally takes 2-3 days. "Our goal is to evolve AI from a simple efficiency tool into a growth-driving engine for merchants," said Yang Guang, Vice President of Alibaba International and Lead of Alibaba Design. "By integrating PicCopilot with Google Ads, we are democratizing enterprise-level creative marketing tools, allowing even the smallest sellers to leverage market-validated approaches to drive their business forward." PicCopilot provides unique, "one-click" AI applications specifically designed to drive e-commerce sales. This includes industry-first video solutions for social content, such as the Viral Video Maker and Fashion Reels—specialized tools for apparel and footwear that transform static images into engaging marketing assets. Additionally, the platform's AI Product Page...

HubiFi's fully automated revenue-to-cash reconciliation platform enables high-volume, multi-source businesses to close their books in hours rather than weeks through continuous reconciliation and GAAP-compliant revenue recognition. COLUMBUS, Ohio, May 26, 2026 /PRNewswire/ -- Perplexity identified nine billion dollars of transaction fraud across Stripe, Apple, and Google within a month of using HubiFi. HubiFi, the multi-source revenue recognition solution that delivered that outcome is available to all Stripe customers today on the Stripe App Marketplace. HubiFi Logo (PRNewsfoto/HubiFi) Within a month of partnering with HubiFi, Perplexity automated five of their complex usage based accounting scenarios including both paid and promo credit grants. The ERP-as-single-source-of-truth model no longer matches how modern businesses operate. Today, revenue lives across best in class payment processors, app stores, billing platforms, and invoicing systems. HubiFi's fully automated revenue-to-cash reconciliation solution delivers a single source of revenue truth while embracing the multi-source, decentralized reality of today's finance operations space. Jason Berwanger, HubiFi's CEO and co-founder, started the company after fifteen years on the buyer's side of the revenue recognition problem. He previously worked his way up the finance and accounting organization, building and implementing accounting technology at Root, Inc. and Huckleberry, combining his deep accounting expertise with the operational capabilities to scale modern finance organizations. "The ERP-centric accounting model no longer reflects the reality for businesses today. Our customers are running revenue across multiple systems simultaneously and they need a tool that can handle the multi-source data complexity," said Berwanger, "Stripe Revenue Recognition is a strong fit for many businesses. HubiFi is for the ones who need more." Perplexity's experience reflects a pattern across HubiFi's customer base. One s...

Stock market overtakes India, now fifth-largest Bloomberg Taiwan on Monday overtook India in stock market value, powered mainly by a breakneck rally in the world’s largest chipmaker, Taiwan Semiconductor Manufacturing Co (TSMC, 台積電). Taiwan’s market capitalization climbed to US$4.95 trillion as of Monday, data compiled by Bloomberg showed. India’s value has dropped to US$4.92 trillion. Taiwan’s stock market is now the fifth-largest in the world, behind only the US, China, Japan and Hong Kong. Taiwan’s ascent up the global equity rankings is largely driven by TSMC, which now accounts for about 42 percent of the benchmark TAIEX, representing intense market concentration. The chipmaker’s shares have rallied 49 percent this year as it has benefited from the artificial intelligence (AI) boom, in which its semiconductors have a dominant market position. A smartphone displays Taiwan Semiconductor Manufacturing Co’s logo in front of an electronic stock board in Taipei on April 14. Photo: Tien Yu-hua, Taipei Times The surge in the nation’s market value highlights intense optimism in AI that is triggering a global rally in technology shares, disproportionately benefiting manufacturing hubs such as Taiwan and South Korea. On the other hand, India is grappling with surging energy costs, slowing corporate earnings growth and the lack of companies directly linked to the AI buildout. “Taiwan’s rising market capitalization is fundamentally a reflection of its heavy concentration in tech hardware, which is currently at the center of the AI investment cycle,” Franklin Templeton fund manager Yi Ping Liao (廖亦平) said. “Markets with limited exposure to tech hardware are increasingly being overshadowed by tech hardware-heavy markets such as Taiwan and [South] Korea.” New regulations are also in TSMC’s favor. The nation’s financial regulator last month increased the limit that domestic funds can invest in a single stock. Under the new guidelines, funds that invest solely in Taiwanese stock...

In the last few years, India’s online food delivery market has grown significantly, with both Zomato and Swiggy going public and an increase in the number of cloud kitchens. Meanwhile, startups working on home services, such as on-demand household staffing platforms like Urban Company, Snabbit, and Pronto, have gained popularity. Silicon Valley-based start-up Human Archive is tapping into this trend, partnering with these companies to have workers wear special caps with cameras to collect egocentric (first-person point of view) video data of everyday tasks that could be used to train robots. Without naming specific partners, the startup said it is working with companies in the home services, hostel, and restaurant sectors to collect egocentric data, and it says it has more than 1,000 active headsets deployed across multiple locations. On the back of that traction, Human Archive said Tuesday it has raised $8.2 million in funding from Wing Venture Capital, NVP Capital, Y Combinator, and angels from OpenAI, Nvidia, Google, Mercor, AfterQuery, BAIR, SAIL, Brad Boa, and Meta. The startup was founded by two Berkeley and two Stanford students — Samay Mani, Rushil Agarwal, Shloke Patel, and Raj Patel, the latter two being cousins. All four have research backgrounds spanning robotics, hardware, and tactile data. The company’s founding is a direct bet on where the AI industry is heading. As robotics labs and frontier AI companies race to build machines that can perform physical tasks in the real world, they face a critical bottleneck — a shortage of high-quality, real-world training data showing humans doing everyday work. Human Archive’s bet is that the workers staffing India’s booming gig economy represent an untapped and scalable source of exactly that data. While Human Archive is working with multiple partners, the startup said it was rejected by many Indian home services companies, including Pronto and Urban Company, for a collaboration. The company’s rejection by major ...

is the Verge’s weekend editor. He has over 18 years of experience, including 10 years as managing editor at Engadget. Posts from this author will be added to your daily email digest and your homepage feed. The Memorymoog is legendary for being an absolutely massive-sounding synth and being incredibly unreliable. But now you can enjoy its classic Moog sound without the headaches or the sky-high vintage price, thanks to Arturia’s Memory V emulator. The Memorymoog was only made between 1982 and 1985, and was the last polyphonic synth made by Moog before it declared bankruptcy in 1987. People loved its sound, which was described as being six Minimoogs in a box, and the Memorymoog+ was among the first synths to adopt MIDI. It also came out right as the synth industry was shifting from analog to digital. It was also notorious for being rushed to market, having tuning problems, failing power supplies, being haphazardly built, and exceedingly difficult to service. Things that aren’t really an issue for software. Only about 3,500 were produced and now it regularly goes for around $15,000 on the vintage market. If you’re willing to deal with one that needs some work, you might be able to get a steal at closer to $10,000. For comparison, Memory V will only set you back $149, or less if you’re an existing Arturia customer. Memory V has three oscillators and one iconic Moog lowpass ladder filter per voice, just like the real deal. It also features an interface that pretty closely recreates the dozens of knobs and buttons on the original. And, if you really want, you can stack all six voices — 18 oscillators in all — for crushingly huge leads. There are plenty of towering emulations of classic synths in Arturia’s library of plugins, but Memory V might be capable of the most oppressive tones of the lot. Arturia also includes a lot of modern amenities that, for obvious reasons, didn’t exist in the ‘80s original. For one, it supports MIDI Polyphonic Expression (MPE) for complex per-...

The stock market has been on a tear this year, with the S&P 500 (^GSPC +0.58%) rising by more than 9% heading into trading on Tuesday. It's been hitting record highs along the way, as investors remain fairly bullish on stocks as a whole. Valuations are high, however, and there is a bit of a disconnect between the markets and how well the actual economy is doing. One way to gauge economic conditions and how consumers feel about their financial situations is through an index of consumer sentiment. Last week, the index fell to a new record low, in a clear sign that consumers are worried about the economy. It's also a sign that investors shouldn't ignore, as it could indicate trouble ahead for the stock market. The last time consumers appeared this worried, the stock market was in a free fall Due to the ongoing war in Iran and elevated oil prices, consumers are feeling more concerned than ever about their financial situations. The consumer sentiment index hit a new record low in May, with a reading of 44.8. A month earlier, it was at 49.8. The last time it was around such lows was back in June 2022, when the index fell to 50. Back then, the stock market was in the midst of a crash, as the S&P 500 would go on to fall by 19% that year. This time around, the stock market is still doing well thanks to the bullishness around artificial intelligence and companies spending big money on tech. The index, however, is a clear sign that consumers aren't feeling all that great about the economy. And when combined with rising bond yields, higher inflation, and the S&P 500 trading at inflated values, it paints a potentially troubling picture ahead for the markets as a whole. Why now may be a good time for investors to reduce risk Given the economic uncertainty these days, it may be prudent for investors to exercise a bit of caution. While a crash may not be imminent, there are warning signs suggesting that conditions may not be as rosy as the S&P 500's performance thus far suggests. B...

Banking stocks are among Warren Buffett's favorites, and if you dig through the Berkshire Hathaway portfolio, there are plenty to choose from there. But there are also two non-financial stocks worth considering for your portfolio if you have $300 or more to invest: Coca-Cola (KO 1.25%) and Nucor (NUE +3.13%). The beverage maker and steel company are obviously in very different businesses, but they each share the characteristic of resilience, which helps them handle uncertainty and economic downturns. That's a characteristic Buffett valued in his investments. That resiliency is highlighted by the fact that, not only do these two companies pay out dividends, but both are Dividend Kings and have increased their payouts for 50 or more consecutive years. The brand known around the globe Coca-Cola has a massive moat with its brand, as it's one of the most recognizable companies throughout the world. In 2020, Forbes ranked Coca-Cola as the sixth-most valuable brand, and more recently, it ranked the beverage maker in the top 200 on its America's Best Companies list for 2026. That branding power gives it pricing power and allows the company to win plenty of shelf space in grocery and convenience stores. It's known for its Coca-Cola soda line, but it's also branching out beyond sodas to build a more robust beverage lineup to account for changing consumer tastes. It owns the sports drink brands BODYARMOUR and Vitaminwater, as well as the tea brand Gold Peak. It's also moved into the ready-to-drink alcohol category, with "spiked" lemonade and a collaboration with whiskey maker, Jack Daniel's. That beverage portfolio is a cash cow, which is why the company has consistently rewarded shareholders with dividends. As mentioned earlier, it's a Dividend King, with 63 consecutive years of dividend payout increases. As of this writing, that dividend payout yields 2.6%. One investing consideration with Coca-Cola is that this isn't a stock known for its price appreciation, as the S&P 500 ...

ECCT urges Taiwan to strengthen energy resilience for AI era Taipei Times

The Fed Should Be Concerned: Job Market Vibes Vs Data Authored by Peter Tchir via Academy Securities, The Job Market – Vibes vs Data It seems like we are on the cusp of an agreement with Iran. We will help analyze the market implications in a SITREP if and when the details are released. In the meantime, the one question that seems to puzzle everyone, is what is the state of the job market? Yes, there are all sorts of questions around AI, the AI and data center spend, affordability , and inflation, but the state of the job market seems to be the most puzzling of late. The juxtaposition of daily discussions about no hiring, and fears of AI job losses, versus some stellar headline data . Record low consumer sentiment versus ongoing spending remaining strong . Mixed (at worst) evidence of delinquencies . There is little (that I could find) evidence of a broad-based increase in delinquencies. If you squint hard, you can see evidence of pressure on the lower income part of the population , but as of now, that’s about it. Unemployment Rate The last two headline numbers (from the Establishment Survey), as of now (before revisions), were 185k and 115k.Big numbers, an obvious A+ in terms of grading. While the headline is important, for most of the country, within days of the Non-Farm Payroll (NFP) release, we started to talk less about the headline jobs and more about the unemployment rate. So that seems like a good starting point for exploring the jobs data. We used the “official” titles from Bloomberg for the Unemployment rate (blue) and the Underemployment rate (black). The unemployment rate has been trending down and it is close to its best level in 2 years. Let’s give the unemployment rate a grade of A- (though that feels a bit stingy). The underemployment rate is a broader definition of unemployment. It captures people stuck in part-time , low-paying, or skill-mismatched jobs . The skill-mismatched subcategory (from AI) is the most interesting to me . Is that evidence o...

New and improved: Computer-using agents, a new workflows experience, and real-time voice experiences Microsoft

多措并举，稳中有进 顺应“反内卷“政策导向，工作重心从争夺市占率转向提升服务品质。 延伸业务链条，从单一物流环节升级为多业务链条协同，攫取更高附加值。 维持较高资本开支强度，更新迭代基础设施资源。 加大AI应用力度，全流程应用提升解决问题能力，优化决策响应能力。 大力推进无人化设备应用，持续节降成本。 布局海外物流资源，探索物流出海，提升服务影响力。 时效快递——升级服务，稳中向好 加密时效网络建设，新增高铁与航空即日达线路超9000条。 全货机、散航资源灵活配载，AI预测+全流程可视化，实现运力方案最优。 针对不同行业和场景设计定制方案，聚焦客户价值，打破服务边界。 加大三四线城市资源投入，提升下沉市场时效能力。 2025年时效快递收入1310.5亿元，同比增长7.2%。 规模化复制智能仓储应用，深度应用“货到人到”解决方案，提升仓储作业效率。 自有全货机机队扩充至12架，提升航空货运时效稳定性。 响应“以旧换新”政策，融合技术赋能，支持家电、3C类核心客户把握政策机遇。 并入即时配送业务，补齐“最后一公里”极致时效拼图。 2025年一体化供应链客户收入1162亿元，同比增长33%。

电池上市公司：研究主要结论 报告通过锂电池上市公司近三年的季度财务数据，重点分析毛利率，净利率，经营现金流，整体现金流，货币余额，资产负债率六个指标，重点分析2026年Q1季度情况，从而研判锂电池各环节后续发展及出清速度。 从毛利率分析，2026Q1动力/储能/消费分别为18.52%/15.84%/17.14%，动力环比大幅改善、同比小幅提升，储能环比修复但同比仍偏弱，消费环比回落但同比小幅改善，利润端修复节奏分化，价格竞争压力仍存。 从净利率分析，2026Q1动力4.51%环比修复、同比小幅提升，储能-3.93%环比大幅改善（亏损显著收窄），消费1.40%环比显著修复，板块分化仍由头部企业主导，中小厂仍存盈利压力。 从经营现金流分析，动力Q1均值50.35亿元环比回落、同比走弱，头部企业回款节奏波动；储能与消费Q1均值分别为-5.24亿元与1.87亿元，均较Q4回落，其中储能全面转负、消费板块稳定性仍不足。 从整体现金流分析，动力Q1均值50.10亿元环比由负转正，现金流大幅改善；储能Q1均值转负至-10.13亿元，消费Q1均值净流出规模扩大，板块现金流波动显著，投资/筹资节奏扰动仍大。 从货币资金余额分析，动力Q1均值630.21亿元仍处高位，环比抬升、同比基本持平，且高度集中在头部，储能Q1均值43.86亿元环比下滑，消费Q1均值6.98亿元继续下行，中小厂抗波动能力持续弱化。 从资产负债率分析，动力65.84%高位小幅抬升，储能59.79%继续上行，消费56.55%温和抬升；后续出清更看现金流覆盖与融资能力分化。 结论：2026Q1锂电池行业呈“盈利分化修复、现金流波动放大、头部优势强化”的特征；后续出清节奏将更多由现金流与资金储备决定，头部企业确定性持续增强，中小厂经营压力仍将延续。

甲级办公楼市场 需求分化复苏，成本驱动型升级仍为主要需求来源。 科技行业带动市场需求修复，消费及出海相关企业租赁需求展现区域差异化特征。市场保持租户利好，部分城市租金跌幅收窄，租金表现分化加剧。2026年一季度，中国主要城市甲级办公楼市场需求端分化复苏，部分城市租赁活跃度持续提升，一线城市净吸纳量达46.1万平方米。整体需求仍以成本驱动型升级为主，企业积极把握租金调整的窗口期，推进办公空间搬迁升级与成本优化。同时，产业升级带动的扩张需求逐步释放。整体市场持续利好租户方，租约灵活性成为业主竞争关键。 科技互联网行业继续带动市场需求修复。人工智能、游戏、消费电子、机器人等细分领域扩张活跃，带动大面积整层租赁成交。科技行业发展也让高算力配套、数据安全等要求逐步成为企业选址的重要考量因素。金融及专业服务业依旧保持稳健的刚性支撑。以上海为例，私募基金及证券公司保持活跃。同时，律所等专业服务企业抓住窗口期进行办公空间的升级。消费模式的转变推动零售企业的办公需求。以户外运动和潮玩为代表的新消费概念零售品牌显现扩张态势。出海浪潮下，跨境法务、国际物流、跨境支付等配套专业服务需求活跃度有所上升，各城市依托自身产业禀赋，形成差异化的需求结构。 一季度，新增供应呈现结构性分化，部分城市空置率出现边际改善。上海、广州、深圳核心板块与热门新兴板块去化表现亮眼，空置率环比有所下降。北京无新增项目入市，核心板块空置水平保持稳定，新兴板块仍存压力。与此同时，多地通过业态调整、存量空间改造等方式盘活低效办公资产，一定程度上缓解了整体市场的去化压力。 全国甲级办公楼租金整体水平仍处于调整阶段，部分城市租金跌幅有所收窄。项目表现分化加剧，部分已成功续租主力租户或者达成目标出租率的优质项目率先收紧在议价空间。面对市场竞争，大部分业主仍保持较大的议价空间，通过延长免租期、定制化装修、分担搬迁成本等灵活条款吸引并留存优质租户。 2026年迈入“十五五”规划开局阶段，高质量发展、科技自立自强与内需提振成为年度核心政策方向，为甲级办公楼市场稳步复苏筑牢政策基底。伴随政策红利不断落地释放，高技术、高附加值产业将维持扩容发展节奏，持续催生刚性办公租赁需求。金融及专业服务等传统优势行业保持韧性，是市场长期稳健的需求基本盘。区域发展格局持续分化，具备成熟产业集群与对外开放优势的重点城市，将依托消费电子、人工智能融合、游戏...

行业生态成熟化 在广电总局新规的引导下，行业已告别早期无序状态，迈入以内容品质为核心驱动力的成熟发展阶段 截至2026年2月，短剧独立渠道的月活跃用户规模已达7.18亿，标志着短剧已成为覆盖全年龄段泛大众市场的主流内容形态，用户的内容消费习惯也已深度养成 分发渠道流量全面增长 短剧分发渠道呈现多点开花态势：独立短剧App月活规模达3.35亿，免费模式占据主导地位；长视频平台秉持精品化与横屏化发展路径，通过优化分账与激励机制，持续激活内容增量；短视频平台则凭借强大的流量分发能力，成为短剧的重要孵化与传播阵地 内容形态多元化 技术层面，AI视频生成技术的爆发式发展大幅降低制作成本，极大丰富了内容供给，并催生出AI漫剧这一独立内容形态，迅速成为互联网巨头竞相布局的战略赛道；漫剧独立App陆续上线，其中红果免费漫剧App月活已超2400万 营销范式升级 短剧的商业化已超越简单的流量广告变现，向更深度的品牌营销和全球化市场拓展 品牌通过定制内容、电商带货、IP衍生等方式深度融合，提升用户转化效率 短剧出海处于红利期，内容端正逐步加大本土原创剧集的比重，开拓当地市场

普门科技(688389) 投资要点 公司业绩短期下滑。2025全年,公司实现营业收入10.38亿元（同比-9.60%，下同）、归母净利润1.84亿元（-46.66%）、扣非归母净利润1.63亿元（-50.31%）；2026年Q1,公司实现营业收入2.60亿元（+20.94%）、归母净利润0.32亿元（-39.49%）、扣非归母净利润0.32亿元（-36.43%）。公司业绩受集采降价等因素影响短期下滑。 国内业务承压，海外市场增长良好。2025年公司治疗与康复类实现营业收入2.38亿元（+8.13%），其中，医用产品1.82亿元（-8.02%），家用产品0.56亿元（+150.26%）；体外诊断类实现营业收入7.78亿元（-14.67%）。分区域来看，国内市场实现营业收入5.80亿元（-23.56%），国际市场实现营业收入4.35亿元（+16.93%）。报告期内，公司国内业务受集采降价、招投标放缓等因素影响整体承压；海外业务方面，公司持续推进本土化营销、服务与运营能力建设等，保持了良好增长态势。 盈利能力下降，研发投入持续加大。2025年公司销售毛利率63.21%（-4.00pct），销售净利率17.23%（-12.64pct）；销售费用率17.96%（+4.65pct）,管理费用率7.09%（+1.08pct），研发费用率22.03%（+4.48pct）,财务费用率-1.53%（+2.30pct）。报告期内，公司毛利率下降主要受产品降价的影响，期间费用增加，主要受销售、研发投入持续增长，公司在化学发光、皮肤医美等领域均取得积极进展，推出了从低速到高速的全系列分析仪，累计获得107项国内电化学发光配套试剂NMPA注册证，两款四色双子星红蓝光治疗仪获得国内医疗器械二类注册证，半导体激光脱毛仪获得美国FDA认证。 投资建议：考虑到产品降价、行业竞争加剧等不确定性因素影响，我们适当下调2026-2027年盈利预测，新增2028年盈利预测，预计公司2026-2028年实现归母净利润分别为1.91/2.25/2.69亿元（2026-2027年原预测为2.63/3.01亿元），对应EPS分别为0.45/0.52/0.63元，对应PE分别为27.29/23.22/19.37倍。公司持续加大研发投入、积极拓展海外市场，维持“买入”评级。 风险提示：产品降价风险；海外市场拓展不及预期风...