Sundry Photography/iStock Editorial via Getty Images I've kept CBRE Group, Inc. ( CBRE ) as a 'Buy-rated' name. The recently-announced collaboration with Meta Platforms ( META ) acts as a fresh catalyst to accelerate the firm's "Data Center" or "DC" business. I also expect its second-quarter showing to top the market's expectations. CBRE's balanced defensive-growth profile was the focus of my prior January 6, 2026 update . Data Center Unit Should Benefit From Mitigation Of Talent Constraints At its late-May "Annual General Meeting/AGM" (S&P Capital IQ transcript), CBRE disclosed that the share of EBITDA coming from DC-related operations rose from FY21's low single-digit percentage to FY25's mid-teens. In my opinion, the prospects for this division are promising. William Blair's February 2026 research indicated that data centers' "leasing and property management contracts are based on power capacity." This differs from other real estate types where floor area serves as the primary pricing metric. The sell-side broker's piece also cited IEA's estimates pointing to a mid-double-digit CAGR in DCs' "electricity consumption" through '30. I think CBRE's DC segment could have scaled up more swiftly under the above-mentioned tailwinds, if not for a critical operational bottleneck. The CEO's AGM commentary acknowledged that "the ability to grow these (infrastructure and data center) businesses has been restrained by access to labor." But it's actively tackling the issue with a cross-industry alliance. One and a half months ago, CBRE issued a media release unveiling "LevelUp, a multiyear program to recruit and train thousands of fiber technicians to build Meta data centers. " The latter boasts over 20 active and pipeline sites in America, and this number is likely to go up further. META's CFO indicated at the end of April this year that they will be "substantially expanding our own data center footprint." The company has also been broadening its product suite via inorganic mea...

In trading on Thursday, shares of the First Trust Emerging Markets Equity Select ETF (Symbol: RNEM) entered into oversold territory, changing hands as low as $53.235 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis

OpenAI (OPAI.PVT) was once the apple of Microsoft's (MSFT) eye, the Big Tech giant currently holding a 27% stake in the private AI developer's for-profit business. But things may have begun to sour between the two, evident of Microsoft revealing its latest MAI-Thinking-1 AI model on Tuesday. The Verge senior AI reporter Hayden Field highlights the timeline of lessening exclusivity that has landed these two tech developers in a "situationship."

In trading on Thursday, shares of the Defiance Daily Target 2X Long LMND ETF (Symbol: LMNX) entered into oversold territory, changing hands as low as $10.42 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicato

In trading on Thursday, shares of the Teucrium 2x Daily Corn ETF (Symbol: CXRN) entered into oversold territory, changing hands as low as $15.93 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to me

In trading on Thursday, shares of the Defiance Daily Target 2X Short TSM ETF (Symbol: STSM) entered into oversold territory, changing hands as low as $18.625 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicat

Obamacare Fraud Estimated To Cost $25 Billion This Year: Report Authored by Lawrence Wilson via The Epoch Times , Taxpayers will foot the bill for up to $25 billion in improper Obamacare payments due to organized fraud and improper enrollments in 2026 , according to a June 3 report from Paragon Health Institute. A pedestrian passes an insurance agency that offers Affordable Care Act plans in Miami, on Jan. 28, 2021. Joe Raedle/Getty Images Some 6.2 million enrollments in the healthcare exchanges during the most recent open-enrollment period were improper, the report said, accounting for 27 percent of all enrollments. The conservative think tank has studied fraud in the Obamacare program since 2024. The problem of improper enrollments persists despite recent attempts to curtail it, and appears to involve organized efforts by unscrupulous insurance brokers, the report concluded. Meanwhile, some industry groups have criticized the findings. Incentives For Fraud Obamacare's premium subsidies, which cover 100 percent of the health coverage policy for many beneficiaries, and referral bonuses offer an incentive for both enrollees and brokers to abuse the system, the report concluded. Researchers identified improper enrollments by comparing Obamacare data to Census Bureau population estimates. The improper enrollments were calculated by a state-by-state comparison of enrollments in the lowest income category to the number of people having that income level in the state. The lowest income category is 100 percent to 150 percent of the federal poverty level, or about $16,000 to $24,000 per year for an individual or about $27,000 to $41,000 for a family of three. Enrollees with incomes at that level receive the highest subsidies. During the 2026 open enrollment period, 29 percent of enrollees chose a plan with a $0 premium. That gives enrollees and the agents who sign people up for Obamacare an incentive to misstate their income, the report concluded. The American Hospital Asso...

Source: Bloomberg, 15:12

Market Domination Host Josh Lipton welcomes Tech Editor Dan Howley to discuss Microsoft's (MSFT) debut of its MAI-Thinking-1 model, an in-house artificial intelligence model.

Broadcom held the line on its AI guidance for its upcoming third quarter on Wednesday night, but the stock still fell 15% on Thursday morning. That counterintuitive outcome sits at the center of KeyBanc Capital Markets analyst John Vinh’s reaction on CNBC’s Squawk Box, where he defended his Overweight rating on Broadcom (NASDAQ:AVGO) while reiterating ... Wall Street Analyst: Broadcom’s Flat AI Guidance Justified the Selloff, but Nvidia Remains Best-in-Class Chip Play

Earnings Snapshot (Seeking Alpha) More on Lululemon lululemon Athletica: An Appealing Setup For Long-Term Investors lululemon athletica: The Sell-Off Is Overdone, But Don't Fall In Love With The Stock lululemon: North American Sales Slump And A Stale Product Line Spell Trouble For Shares Lululemon GAAP EPS of $1.69 beats by $0.02, revenue of $2.47B beats by $40M Lululemon Q1 earnings on deck: What to expect

格隆汇6月5日｜美国能源部长赖特：对美国能源价格构成更大威胁的是民主党的绿色能源政策。这些政策推高能源价格的程度远远超过了伊朗冲突。

6月5日热门中概股多数下跌， 纳斯达克 中国金龙指数（HXC）收跌0.60%。 上涨个股（按市值从高到低）： 台积电 涨1.86%， 拼多多 涨0.56%， 网易 涨0.07%， 百度 涨1.60%， 中华电信 涨0.61%，携程涨0.25%， 腾讯音乐 涨1.63%，中国新城农村涨2.58%， 哔哩哔哩 涨0.90%，万国数据涨3.01%，BOSS直聘涨0.99%，名创优品涨0.34%，欢聚涨1.60%，微牛涨3.39%。 下跌个股（按市值从高到低）： 阿里 巴巴 跌0.97%， 日月光半导体 跌3.85%， 联电 跌2.96%， 京东 跌0.75%， 贝壳 跌1.77%， 中通 跌0.55%，小鹏汽车跌3.61%， 理想 汽车跌2.80%， 蔚来 跌1.04%， 华住酒店集团 跌0.18%， 富途 控股跌0.46%， 慧荣科技 跌3.88%，满帮跌2.48%， 新东方 跌0.62%， 唯品会 跌2.53%，WSP控股跌0.45%，亚朵集团跌3.52%，小马智行跌7.81%， 奇景光电 跌1.07%， 金山云 跌1.65%，禾赛科技跌2.55%， 世纪互联 跌6.00%。 美股周四收盘涨跌不一。道指上涨逾870点并创历史新高。博通重挫拖累纳指走低。投资者从芯片股转向银行和零售股，并继续关注中东局势的最新发展。 道指涨874.86点，涨幅为1.73%，报51561.93点；纳指跌23.02点，跌幅为0.09%，报26830.96点；标普500指数涨30.63点，涨幅为0.41%，报7584.32点。 领涨中概股列表： 领跌中概股列表： （截图来自新浪财经APP 行情-美股-中概股热门板块）下载新浪财经APP 责任编辑：张俊 SF065

格隆汇6月5日｜美国总统特朗普重申与伊朗的谈判进展顺利。

Franklin Resources' ( BEN ) Western Asset Management is close to an agreement with the U.S. Securities and Exchange Commission to settle an investigation into trading practices of its one-time star manager Ken Leech, according to a media report on Thursday. The firm is expected to pay at least $100M to resolve the case, Bloomberg News reported, citing a person familiar with the matter. Other people also told the news organization that an agreement could be announced in the coming days. The details of the settlement, relating to the SEC's probe of trade allocations at Wamco, are still under consideration, they said. A $100M penalty would be the largest sought by the agency in President Donald Trump's second term. Leech is facing separate criminal fraud charges, Bloomberg said. He has pleaded not guilty to a number of Department of Justice charges, including securities fraud for allegedly offering the most lucrative trades to favored clients. In December, Franklin ( BEN ) said the DOJ was preparing to resolve the investigation into Wamco without criminal charges, the report said. Prosecutors allege that Leech routinely waited and offered winning trades to accounts that produced the most revenue after he suffered a rough spell in the market. He allegedly guided more than $600M in gains to some clients, Bloomberg said. Once the investigation became public, pensions and major clients pulled more than $100B from Wamco, which was once one of the largest bond trading firms in the country. More on Franklin Resources Franklin Resources: Turning The Corner Franklin Resources, Inc. (BEN) Q2 2026 Earnings Call Transcript Franklin Resources, Inc. 2026 Q2 - Results - Earnings Call Presentation Franklin Templeton announces ETF cash distributions Franklin Templeton announces monthly distribution

瑞士联邦政府4日宣布，本月中旬七国集团（G7）峰会在法国举行期间，瑞士将在靠近会址的边境地区部署约4000名武装部队成员。 瑞士政府说，6月15日至17日，七国集团成员及其他一些国家的领导人将在日内瓦湖南岸的埃维昂莱班（又称依云小镇）举行会议。由于会址位于瑞士边境附近，日内瓦州、沃州和瓦莱州三州的州级安全部队面临着严峻挑战，瑞士联邦委员会和议会为此批准增派军队支援。 瑞士政府说，军事人员将在会议期间负责保护日内瓦机场等敏感基础设施，并为边境安全提供支持。空军将加强空中警戒力量，并在国际合作下，在6月10日13时至18日3时执行空域限制措施，包括部署反无人机系统。 法国埃维昂莱班与位于日内瓦湖北岸、素有“奥林匹克之都”称号的瑞士洛桑隔湖相望。洛桑与日内瓦相距仅60余公里。2003年，八国集团峰会在埃维昂莱班举行时，日内瓦和洛桑发生严重骚乱。(新华社)

ServiceTitan press release ( TTAN ): Q1 Non-GAAP EPS of $0.37 beats by $0.09 . Revenue of $268.82M (+24.6% Y/Y) beats by $12.16M . Fiscal Second Quarter and Fiscal Year 2027 Financial Outlook:For fiscal second quarter 2027 and for the full fiscal year 2027, the company currently expects: Fiscal Second Quarter 2027 Full Fiscal Year 2027 (in millions) Total revenue $284 - $286 vs consensus of $280.67M $1,130 - $1,140 vs consensus of $1.12B Non-GAAP income from operations (3) $38 - $39 $142 - $147 Click to enlarge Shares +11.7% AH. More on ServiceTitan ServiceTitan Continues With AI Transformation As Client Usage Grows ServiceTitan: Near-Term Deceleration, But Solid Long-Term Foundation ServiceTitan: A Lot To Like, Although Valuations Are A Bugbear ServiceTitan Q1 2027 Earnings Preview Software revenue stemming from activity rather than seat count best defended from AI disruption: KeyBanc

格隆汇6月5日｜美国总统特朗普：（被问及在处理伊朗问题时是否考虑了美国国内的反应）不，我只是做我认为正确的事。

Argan press release ( AGX ): Q1 GAAP EPS of $3.24 beats by $1.02 . Revenue of $290.9M (+50.2% Y/Y) beats by $34.87M . Other income, net, for the three months ended April 30, 2026 was $8.4 million, which primarily reflected investment income earned during the period. For the quarter ended April 30, 2026, Argan achieved net income of $46.1 million, or $3.24 per diluted share, compared to $22.6 million, or $1.60 per diluted share, for last year’s first quarter. EBITDA for the quarter ended April 30, 2026 increased to $54.4 million compared to $30.3 million for the same quarter of last year. Adjusted EBITDA for the quarter ended April 30, 2026 increased to $56.4 million compared to $31.5 million for the same quarter of last year. More on Argan Argan: The Market Is Paying For 2028 Argan: AI Power Demand Has Created A New Growth Lane Argan: Expanding Margins And A $2.9 Billion Backlog Justify A Strong Buy Argan Q1 2027 Earnings Preview AI data center boom lifts construction stocks, led by Sterling Infrastructure

Source: Bloomberg, 5:54

In trading on Thursday, shares of TransAlta Corp (Symbol: TAC) crossed below their 200 day moving average of $13.58, changing hands as low as $12.70 per share. TransAlta Corp shares are currently trading off about 10.9% on the day. The chart below shows the one year performanc

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Market Domination to discuss Meta's (META) decision to delay the release of its latest AI model and what the move means for the company's AI ambitions.

格隆汇6月5日｜美国总统特朗普：（关于伊朗）他们不能拥有核武器。

Infineon Technologies (XTRA:IFX) has drawn fresh attention after announcing that its OPTIGA Trusted Platform Module SLB 9672 will be integrated into NVIDIA’s Jetson Thor platform for Physical AI and robotics security. See our latest analysis for Infineon Technologies. The stock’s recent news around Physical AI security arrives during a strong upswing, with a 30 day share price return of 40.66% and a 1 year total shareholder return of 140.04%, highlighting strong recent performance over both...

Guidewire Software press release ( GWRE ): Q3 Non-GAAP EPS of $0.82 beats by $0.08 . Revenue of $372.54M (+26.9% Y/Y) beats by $16.45M . Business Outlook Guidewire is issuing the following outlook for the fourth quarter of fiscal year 2026 based on current expectations: Ending ARR between $1,229 million and $1,237 million Subscription and support revenue between $259 million and $265 million Total revenue between $396 million and $406 million vs consensus of $394.90M GAAP operating income between $36 million and $46 million Non-GAAP operating income between $86 million and $96 million Guidewire is issuing the following updated outlook for fiscal year 2026 based on current expectations: Ending ARR between $1,229 million and $1,237 million Subscription and support revenue between $963 million and $969 million Total revenue between $1,460 million and $1,470 million vs consensus of $1.45B GAAP operating income between $124 million and $134 million Non-GAAP operating income between $314 million and $324 million Operating cash flow between $365 million and $380 million Shares -12.3% AH. More on Guidewire Software Guidewire Software: Growth Story Is Even More Durable Today Guidewire Software, Inc. 2026 Q2 - Results - Earnings Call Presentation Guidewire Software: Valuation And Growth Finally Match (Rating Upgrade) Guidewire Software Q3 2026 Earnings Preview Seeking Alpha’s Quant Rating on Guidewire Software

格隆汇6月5日｜美国总统特朗普：如果没有美国的军事支持，乌克兰将无法继续作战。

Planet Labs press release ( PL ): Q1 Non-GAAP EPS of -$0.03 beats by $0.01 . Revenue of $94M (+41.9% Y/Y) beats by $3.87M . Percent of recurring annual contract value ( ACV ) was 99% as of the end of the first quarter. First quarter gross margin was 54%, compared to 55% in the first quarter of fiscal year 2026. First quarter non-GAAP gross margin was 56%, compared to 59% in the first quarter of fiscal year 2026. First quarter net loss was ($138.9) million, compared to ($12.6) million in the first quarter of fiscal year 2026. The first quarter of fiscal year 2027 net loss included an approximate ($106.5) million revaluation loss from the change in fair value of warrant liabilities related to stock price appreciation during the period. Planet announced the redemption of all of its outstanding public warrants during the quarter, resulting in approximately $107.8 million of proceeds from exercises of the public warrants. Additionally, the remaining private placement warrants were exercised on a cashless basis during the quarter. Consequently, revaluations from the change in the fair value of public warrant liabilities will not occur in future quarters. First quarter adjusted EBITDA loss was ($1.0) million, compared to $1.2 million in the first quarter of fiscal year 2026. First quarter net cash provided by operating activities was $15.4 million, and first quarter free cash flow was ($2.5) million. Ended the quarter with $730.8 million in cash, cash equivalents and short-term investments. More on Planet Labs Planet Labs: Near-Term Risk/Reward Skewed To The Downside Planet Labs: A Long-Term Buy At The Right Price Planet Labs Looks Strong, But I Think Expectations Are Running Hot Planet wins $22M NGA contract extension, secures new crisis monitoring award Planet Labs Q1 2027 Earnings Preview

SAN RAMON, Calif., June 04, 2026 (GLOBE NEWSWIRE) -- CooperCompanies (Nasdaq: COO), a leading global medical device company, today announced financial results for its fiscal second quarter ended April 30, 2026.

Net Sales Growth of ~2% Year-Over-Year Volumes Tracking Normal Seasonality Patterns Price vs Cost Imbalance Being Addressed Executing on Working Capital Management

If you are wondering whether Baidu at around US$132.68 truly reflects what you are getting for your money, this article walks through the key numbers so you can judge the stock's value for yourself. The stock has risen 2.1% over the past week and 4.1% over the past month, while still being down 11.7% year to date and up 56.3% over the past year, which can signal shifting views on both its potential and its risks. Recent coverage has focused on Baidu's role within Chinese technology and AI...