Key PointsJoby Aviation demonstrated a point-to-point flight of an electric air taxi in Manhattan -- the first ever to do so.

Broadcom (NASDAQ:AVGO) has had a stellar run over the past few years, but those gains have been marked by significant volatility. The artificial intelligence (AI) chipmaker has gained 649% since the start of 2023, but has fallen 10% or more on at least nine separate occasions. Furthermore, in early 2025, the stock plunged 41%, so it isn't for the faint of heart. Some investors have been steering clear of the stock, concerned that AI adoption will slow. However, Wall Street is increasingly convinced that Broadcom's growth story remains intact. Continue reading

6月3日，东方财富证券研究所副所长陈果做客华尔街见闻大咖会客厅。他指出，市场对AI的追逐已过于极端，中国消费股正处历史大底、遍地黄金，而美国三大AI巨头的IPO，他“闻到的只有泡沫的味道”。 投资作业本课代表整理了要点如下： 1、中国这轮股市的牛市和美国是不一样的。如果美股的AI出现问题，美股走熊，我认为中国股市还是会继续走牛。 美国的AI牛市从ChatGPT开始。 中国股市在924走牛之后，迎来了DeepSeek时刻，堪比中国版ChatGPT时刻，它使得中国股市牛市锦上添花，也成为了中国股市牛市的重要组成部分，但不等于中国股市牛市的全部。 我最近特别强调这个观点，牛市的含量和包容性就不仅仅是AI一个部分。是因为我认为市场走势过于极端，本质上市场只相信硅基的上游，即IT硬件，对碳基丧失信心。 2、现在中国消费是过去五年中最好的一年，也是未来五年中最差的一年。所以绝对不能看空中国的碳基、消费，也包括中国至少核心城市的房地产。 现在中国消费股是遍地黄金，处于历史大底。现在去看空中国消费股，绝对是倒在黎明之前。 3、现在这个时刻,第一，我不会做空AI，第二，我对AI保持高度警惕，尤其是硅基上游、美国的硅基上游。 如果看到Anthropic、OpenAI访问量明显下降或收入增速明显放缓，那么转折几乎是确定的。 4、需要做其他方向的配置，不能all in一个方向（AI）。当其他方向被市场共识严重忽略、价值严重低估时，是非常舒服的位置。包括A股、港股的消费、泡腾资产，还有红利资产、新旧能源、金融等，都相当不错。 5、最近市场走势让我想起15年4、5月份。但看了很多数据后，我得出结论：我们不会出现15年6月12日之后那种牛熊转换或剧烈的指数级大跌。 我倾向于认为不会，但不排除结构上出现明显切换，有点像21年年初。21年整体是结构牛或震荡牛，有三个方向：茅指数转向宁组合，红利资产开始走牛，微盘股开始走牛。 现在比较像：市场对A股硅基上游的交易拥挤度、配置拥挤度、预期一致性、股票逻辑走势，和21年初的茅指数有相似之处。未来有一种可能：一部分科技要“缩圈”。 未来A股更多的是风格再平衡，而不是牛熊转换。 即使美股下行，如果不出现牛转熊，A股可能是两条线索：科技继续，同时低位资产（包括消费）也会慢慢起来。 6、短期炒上游，中期投下游，但过程中有J型曲线向下。这是把握AI产业革命时，既要看...

在中东冲突的不确定性和华尔街科技股隔夜下跌的情况下，日本股市走低。日经指数下跌1.6%，报66396.46点。芯片股领跌。瑞萨电子下跌5.1%，东京电子下跌5.3%，爱德万测试下跌4.3%。投资者正密切关注与伊朗战争相关的进展，以及日本政府为应对能源价格上涨和日元走弱而采取的任何措施。 责任编辑：王永生

格隆汇6月5日｜韩国产业通商部长金正官周四在与美国商务部长霍华德·卢特尼克会谈后表示，美国再次向韩国保证，对韩国征收的关税不会超过去年双边关税协议中商定的水平。金正官在社交媒体文称，卢特尼克在视频会议中确认了这一点。

韩国Kospi指数一度暴跌5%，连续第二天走低，在隔夜美国芯片股下跌后，韩国相关业者股价也走低。SK海力士、三星电子和SK Square领跌。美国芯片股指数周四收跌2.2%，其中 美光 科技下跌7.7%。韩国小盘股Kosdaq指数一度下跌2.9%。周五早盘，韩国股市成为亚洲跌幅最大的股市，MSCI亚太指数下跌约1%。 责任编辑：王永生

格隆汇6月5日｜证券日报：央行日前公布6月5日开展5000亿元买断式逆回购操作，期限为3个月。由于本月有8000亿元3个月期买断式逆回购到期，因此3个月期买断式逆回购将实现净回笼3000亿元。这也是央行连续第4个月缩量续做3个月期买断式逆回购。同一天，央行公告，根据公开市场业务一级交易商的需求，7天期逆回购操作量为零。业界普遍认为，中国人民银行近期的“收水”操作，更多属于“削峰填谷”性质，并不代表货币政策转向。东方金诚首席宏观分析师王青表示，逆回购操作量连续两个交易日为零，主要是金融机构缺乏这方面的资金需求。这可能主要源于短期内政府债券发行未持续显著放量，信贷投放处于温和状态，商业银行向中国人民银行的融资需求下降。在出口偏强、物价水平回升，以及部分城市房地产市场回暖等背景下，当前宏观政策保持定力，财政支出、信贷投放都比较温和，这也是当前银行体系流动性偏松的主要原因。这也释放出中国人民银行稳定资金面、避免主要市场利率过度向下偏离政策利率、防范资金空转的信号，有助于稳定市场预期。

截至2026年06月04日，全球最大的白银ETF iShares Silver Trust持仓量为15036.15吨，较前一个交易日减少0.02吨。

韩国综指跌幅扩大至6%，现报8110.84点。

Check out the companies making headlines yesterday:

鄒家成助理律師涉將未經授權物品帶離監獄提終極上訴 終院一致駁回

Blistering gains in Vietnam’s biggest stock have confounded seasoned analysts and set off a frenzy among retail traders, raising doubts about how long the rally can last. Up 1,000% from the start of 2025 to its peak just two weeks ago, Vingroup JSC’ s blistering rally has made it the biggest company within frontier markets — and one of the most expensive across Asia. The conglomerate is now worth more than any Indonesian company and even surpasses regional heavyweights Singapore Telecommunications Ltd. and JD.com Inc. Analysts point to a mix of aggressive retail buying, improving prospects at key subsidiaries and optimism ahead of an imminent market upgrade by FTSE Russell as drivers. Yet global money managers remain wary, questioning whether earnings growth can keep pace with valuations that now stand in sharp contrast to peers by most conventional metrics. “Current valuations imply very high expectations for future execution, funding conditions, and long-term business expansion,” said Marco Martinelli , a partner at Turicum Investment Management AG, a Vietnam-dedicated investment and research firm. At these levels, Vingroup-related stocks are less compelling than other opportunities in the nation. Backed by billionaire Pham Nhat Vuong, Vingroup spans electric vehicles, transport, real estate, hospitality and tourism. Its reach has grown so big that it now accounts for about one-third of the benchmark VN Index. While valuations have retreated from this year’s high, the stock still trades at 70 times forward earnings, compared to 12 times for the broader market. Such dynamics aren’t particularly unusual in smaller markets, where thin liquidity can drive volatility. Still, Vingroup’s rapid ascent — and its outsized weighting — risks distorting Southeast Asia’s best-performing market over the past year. Passive investors will also have to grapple with an inflated benchmark constituent when Vietnam is upgraded to emerging-market status in September. The key question no...

The rally in China’s semiconductor stocks is poised to extend thanks to upcoming blockbuster IPOs and technology breakthroughs, investors and analysts say. The bright outlook contrasts with growing concerns of overheating and concentration risks in US, Korean and Taiwanese markets as the AI boom stretches well into its fourth year. It also highlights China’s continued push to develop its own technology to take on global rivals. The CSI Information Technology Index has roughly doubled in the past year, adding more than $900 billion in market value. It’s still lagging the blistering gains in other global chip-dominated gauges, but further catalysts await. China’s chipmakers are gaining attention among investors with the upcoming listing of ChangXin Memory Technologies Inc. The sector is also in the spotlight after Huawei Technologies Co. unveiled a new chipmaking method that could allow cutting-edge processors to be made more cheaply — reminiscent of DeepSeek’s revolutionary AI model launch. “China has been late to this AI cycle,” in part due to US export restrictions, said David Choa , head of Greater China equities at BNP Paribas Asset Management Asia Ltd. But Chinese companies “have more upside room to not only catch up, but to find another pathway.” China’s push for tech self-sufficiency has helped drive big gains in chipmakers, but they’re still a long way from achieving the trillion-dollar market values of the global leaders. Among the nation’s largest listed chipmakers, Cambricon Technologies Corp. and Semiconductor Manufacturing International Corp. are worth a bit over $100 billion each. More heavyweights are poised to join the market later this year. ChangXin Memory filed last week for $4 billion Shanghai IPO that would be the mainland’s largest since 2022. It’s the biggest memory chipmaker in China, though dwarfed by Korea’s Samsung Electronics Co. and SK Hynix Inc. This year is also expected to see an IPO by Yangtze Memory Technologies Co. , a maker of flas...

cherdchai chawienghong/iStock via Getty Images Fund performance ▪ Institutional Class shares of Columbia Overseas Value Fund returned 3.45% for the quarter ending March 31, 2026. ▪ The fund’s benchmark, the MSCI ( MSCI ) EAFE Value Index Net, returned 2.00% for the same period. ▪ Fair value pricing may affect relative performance of international equity funds. For more information, please refer to the fund’s Statement of Additional Information. Market overview The first quarter of 2026 was a tale of two periods. The first two months offered strong equity returns of 10.09% in developed markets outside the U.S. through the end of February in U.S. dollars, as measured by MSCI EAFE Index. But the index ended the quarter with a -1.24% return, as the joint U.S./Israeli attack on Iran and the resulting closure of the Strait of Hormuz, a major commercial transit route for oil and gas, caused worries about global supply chains and therefore, economic growth. Brent oil prices spiked 74.27% during the quarter, raising concerns about the inflationary impact on global supply chains, as well as the ongoing availability of key raw material inputs in parts of the world that rely most heavily on products typically transited through the Strait of Hormuz. Despite being drowned out by the war, the early strength in markets was driven in part by optimism around the development of artificial intelligence (AI), and the significant investment that would be required to build out the supporting infrastructure. The best-performing developed-market countries during the quarter, when measured in local currency terms, were Norway and Portugal, up 27.18% and 13.57%, respectively. Both had significant exposure to the energy sector, as well as Hong Kong, which gained 6.26%. Laggards were Denmark, down 12.19%, driven largely by weakness in heavyweight Novo Nordisk ( NVO ), followed by Ireland and Germany, both of which are heavily involved in global trade, down 8.07% and 6.63%, respectively. From a ...

Broadcom Inc. Earnings Call Highlights AI Supercycle TipRanks

美團（港交所：3690）剛剛發佈了其第一季度業績：以下是分析師的看法 Moomoo

美團（港交所：3690）剛剛發佈了其第一季度業績：以下是分析師的看法 Moomoo

在标普 道琼斯 指数委员会敲定新纳入标普500指数的标的之际，迈威尔科技已是体量庞大、难以被忽略的候选股票。 在前两次季度指数调仓中，迈威尔科技均是具备入选标普500指数资格的头部企业，但最终未能入选。不过从市值来看，迈威尔的规模遥遥领先于排名第二的合格候选企业。截至周三收盘，迈威尔科技的市值超过2600亿美元，而第二名候选企业布卢姆能源市值仅约 820 亿美元。 市场预期不断升温，标普道琼斯指数公司或将在周五按照季度调仓惯例公布部分成分股调整名单。 杰富瑞交易部门分析师杰弗里・法武扎周三在写给客户的研报中表示，迈威尔科技 “被市场普遍视作下一只纳入标普 500 指数的标的”。该股周四大涨近 5%，年内涨幅已经超两倍。 斯蒂芬斯公司分析师梅利莎・罗伯茨指出，迈威尔不单当前市值体量可观，其市值还长期大幅高于标普 500 新股纳入的最低门槛。 迈威尔在2025年末达标盈利要求后获得入选指数资格，而罗伯茨指出，过去一年该公司平均市值约为540亿美元。 “看到某家公司的市值持续保持在较高水平，我认为这一点很重要，”她补充道。这使迈威尔区别于那些在短期内市值大幅增长但可能难以在正常环境下维持这些水平的其他企业。 指数委员会在挑选新成员时拥有较大自主权，并不严格选择最有价值的合格候选者。企业要被考虑，必须满足概率、估值、流通市值及其他因素的门槛。委员会成员在决定哪些企业入选时可自行判断。例如，在3月的再平衡过程中，有四家公司被调入，但当去年6月季度机会到来时，委员会最终决定不调整任何标普500指数成分股。 罗伯茨表示，委员会在非正式地考虑的一个因素是行业平衡。迈威尔是一家信息技术公司，而该行业的权重在标普500指数中相对较小，相比之下，标普总市场指数涵盖的公司范围更广。 尽管如此，迈威尔并非唯一值得关注的大型IT企业。还有Flex FLEX，一家电子制造公司，其股价因人工智能技术而大幅上涨，在标普中型股400指数（S&P MidCap 400）中已占据显著优势。周三收盘时，该公司的市值达到590亿美元，而排名第二的Twilio市值为340亿美元。 标普道琼斯指数公司近期一直致力于将中型股指数的成分股迁移至标普500指数。由于指数的权重依据市值确定，这种迁移可以防止大型企业大幅影响专为小型企业设计的指数表现。此外，迁移还能减少跟踪各类指数的基金所面临的干扰。 近期已有先例，委员会...

在过去一个月创纪录规模的汇市干预以支撑日元后，日本5月份持有的外国证券金额大幅下降。根据财务省周五公布的数据，日本持有美国国债等外国证券的金额较4月减少了756亿美元。截至5月底，外汇储备总额降至1.09万亿美元。外币存款基本持平，为1620亿美元。日本先前公布的数据显示，在截至5月28日的一个月内，动用了创纪录的11.73万亿日元（734亿美元）来干预外汇市场。一位知情人士证实，在日元兑美元汇率跌至160.72后，当局在4月30日买入了日元，市场也普遍猜测随后几天又进行了多轮买入日元的操作。 责任编辑：王永生

Joe Raedle/Getty Images News Boeing ( BA ) is exploring raising production of its 737 aircraft family well beyond its publicly stated target of 63 ​jets per month and bringing its plans closer to Airbus' ( EADSF ) ( EADSY ) output goals for its ​competing narrowbody A320neo family , The Air Current reported Thursday. Boeing ( BA ) is drafting plans and assessing whether its suppliers could support raising production of its 737 family to ~70/month, although the studies are at an early stage and the higher pace may not be adopted, the report said. The accelerated pace would boost Boeing's ( BA ) production to a trajectory approaching the 75/month target for 2027 that Airbus ( EADSF ) ( EADSY ) has previously set and postponed for its A320neo family. If successful, Boeing ( BA ) would generate more cash while potentially chipping into Airbus' ( EADSF ) ( EADSY ) lead in the narrowbody segment that the European planemaker has dominated for more than a decade. Boeing ( BA ) said last month it was raising production of its 737 ‌MAX ⁠jets to 47/month from 42, after consulting with the U.S. Federal Aviation Administration. More on Boeing Boeing: The Comeback Is Real, But Weak Spots Remain Boeing's Turnaround Is Real, But The Stock Already Knows It Boeing Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

格隆汇6月5日｜据中国海事局网站消息，清澜海事局发布航行警告，6月5日至6月6日，每日13时30分至15时30分，南海部分海域进行火箭发射，禁止驶入。

宏福苑｜將於6月22日至25日進行第五輪聽證會

Jay 发自 凹非寺量子位 | 公众号 QbitAI 重要发现： AI的自进化，开始了。 这是Anthropic刚刚在长文博客中，发表的暴论。 我们的内部数据显示，Claude正在加速AI发展，这可能是一条递归自我提升（RSI）的路径。 并非「危言耸听」，看了下文章，Anthropic是真的实打实地用数据在说话—— 截止今年5月， 80%以上 的Anthropic代码，都是Claude写的。 而在Claude Code发布之前，这个数字还仅是个位数。 与此同时，Anthropic工程师平均每季度交付的代码量，是2021-2025年的8倍。 更重要的是质量—— 在最开放、最模糊、连答案长什么样都不确定的编程任务上，Claude的成功率现在是76%，六个月前才26%。 50个百分点的跳升。半年。 Anthropic内部已经有不少工程师觉得，Claude写的代码质量和人类打平了。 预计年内会超过。 Anthropic还强调，如果这个趋势持续下去，AI自己设计和构建下一代AI，是完全可能的。 这可能彻底改变社会，在医疗、科技、经济领域带来巨大的好处。但也可能让对齐问题叠加恶化，最终导致失控。 因此，Anthropic带头呼吁： 如果存在一个可验证的机制，能保证AI实验室确实都没偷偷卷，我们愿意减速、甚至暂停。 除此之外，Anthropic的这篇博客里，还放出了蛮多有意思的观点和事实。 以下是经过整理，更方便大家阅读的版本。 Enjoy。 Anthropic长文定调 AI圈的摩尔定律来了 Anthropic创建了个全新的衡量维度，叫「AI能独立完成的任务时长」。 2024年3月，Claude Opus 3能搞定人类大概需要4分钟的软件任务。 一年后，Claude Sonnet 3.7， 1.5小时 。 又一年，Claude Opus 4.6， 12小时 。 而最新的Mythos，在内测中的表现是： 能连续工作「至少」1 6小时 ，已经到了METR测试框架能衡量的上限了。 这个翻倍速度，从原来的每7个月翻一倍，加速到了每4个月翻一倍。 如果趋势不变， 2027年，可能是好几周 。 Claude编写了大部分Anthropic代码 截至2026年5月，我Anthropic代码库的代码，超过80%由Claude编写。 在Claude Code发布前，这个数字一直只有个位数。 这种变化...

格隆汇6月5日｜韩国KOSPI指数跌幅扩大至5%，三星跌6.5%，SK海力士跌超8%。纳指期货跌近1%，美股大型芯片股盘后普跌。

美东时间周四，美股市场上演极端分化的 “冰与火之歌”。道琼斯工业平均指数狂飙874.86点，以1.73%的涨幅创下51561.93点的历史收盘新高，盘中一度涨超970点；而纳斯达克指数却因芯片巨头博通的业绩暴雷小幅收跌0.09%，报26830.96点。 这场看似矛盾的走势背后，是AI高估值板块与传统价值板块的剧烈资金轮动，叠加中东地缘局势缓和预期带来的市场情绪修复。与此同时，黑石集团限制旗舰私募信贷基金赎回、Lululemon 大幅下调全年营收指引等事件，也为全球资本市场增添了新的变量。 板块呈现鲜明“高低切换” 特征 截至收盘，标普500指数上涨30.63点，涨幅0.41%，报7584.32点。板块层面呈现出鲜明的 “高低切换” 特征，标普500指数11个板块中，保健板块以3.16%的涨幅领涨，金融板块涨2.68%，电信板块涨2.12%， 房地产 板块涨2.07%，能源板块大致收平，而信息技术 / 科技板块则下跌1.43%。行业ETF表现与板块走势高度一致，区域 银行 ETF收涨3.09%，医疗业ETF涨3.07%，银行业ETF涨3.01%，全球科技股指数ETF则收跌1.53%， 半导体 ETF跌1.63%。 大型科技股整体普涨，但内部分化明显。谷歌A收涨3.68%，英伟达涨1.94%，亚马逊涨1.51%，Meta涨0.74%，苹果涨0.31%，微软涨0.17%，仅特斯拉下跌1.24%。 芯片板块成为当日市场最大的拖累，费城半导体指数收跌2.15%。博通公司因公布的营收数据略不及市场预期，股价暴跌12.6%，市值一夜蒸发2856亿美元（约1.94万亿人民币），领跌整个板块。美光科技跌7.74%，超威半导体跌3.56%，ARM跌约4%，高通跌超2%；不过迈威尔科技逆势上涨4.9%，台积电ADR、阿斯麦ADR也涨超1%，显示出市场对AI产业链不同环节公司的预期差异。 中概股整体表现疲软，纳斯达克金龙中国指数收跌0.60%，报6597.34点。多数个股下跌，海天网络跌23.7%，逸仙电商跌11.5%，文远知行跌近9%，小马智行跌近8%，世纪互联跌6%，理想汽车、小鹏汽车跌近 3%；上涨方面，奇梦岛涨超8%，大全 新能源 涨超5%，万国数据涨逾3%，百度涨1.6%，腾讯、小米、拼多多均小幅上涨。 大宗商品 市场同样受到地缘局势的显著影响。国际基准布伦特原油 期货 价格下跌...

syahrir maulana/iStock via Getty Images By Jennifer Nash The Institute for Supply Management (ISM) released its May Services Purchasing Managers' Index ( PMI ), with the headline composite index at 54.5. This was higher than the forecast of 53.7 and keeps the index in expansion territory for a 23rd consecutive month. Here is an excerpt from the report summary : Miller continues, “May’s Services PMI ® is the fifth month in a row with an increase in the 12-month PMI ® average, up 1.1 percentage points from 51.7 percent in December 2025 to its current 52.8 percent. The Prices Index increased to 71.3 percent, its highest reading since August 2022 (72.6 percent). In this month’s report, petroleum-related products were mentioned as a commodity up in price, a dynamic panelists had not yet reported in April. The Supplier Deliveries Index continued to indicate slower performance; while it eased by dropping 1.6 percentage points in May, its reading of 55.2 is still 2.1 points above its 12-month average. “Business activity hit its second highest reading since achieving the same reading of 57.7 percent in October 2024, and the New Orders and Supplier Deliveries indexes hit their third highest readings in that time frame. The Employment index, however, hit its second lowest reading since September 2025, 0.5 percentage point below its 12-month average. Respondents commented frequently that their companies had instituted hiring freezes or were not backfilling vacated positions, however, most industries reported that they were holding flat in employment month over month. Respondents reporting that new orders were higher than last month most frequently attributed this to seasonality. “For the third month in a row, no commodities in the report listed as down in price, with multimonth runs of being up in price for aluminum, copper, diesel, gasoline, software licensing and transportation. Although the Inventories index hit its highest level ever, tied with its reading in May 2010, the ...

华尔街研究分析师告诉SpaceX首次公开募股（IPO）的潜在投资者，模型预计该公司人工智能（AI）部门收入将在本十年末增长100倍，以此来证明1.8万亿美元的目标估值是合理的。 据一位知情人士透露，Evercore ISI研究分析师预计，SpaceX的AI部门到2031年销售额将达到7550亿美元，远高于去年的32亿美元。知情人士还表示，研究团队预计到2031年的总收入将超过1万亿美元，而2025年的收入为187亿美元。由于信息尚未公开，知情人士要求匿名。 华尔街公司周四上午与潜在买家会面，推介埃隆·马斯克麾下这家集火箭、卫星和AI业务于一身公司的历史性IPO交易。该公司此前启动规模750亿美元IPO的推介流程，预计将成为有史以来规模最大的IPO交易，发行价为每股135美元。 高盛 集团的研究团队列出了本十年结束之前的宏大预期目标，据部分知情人士透露，分析师预计到2030年总收入将达到4740亿美元，AI收入预计届时将增长约100倍，达到近3220亿美元。一位知情人士表示，Evercore预测2030年总收入将达到4860亿美元，AI收入将达到3310亿美元。 知情人士透露，高盛团队预计，在2029年自由现金流跌至负1050亿美元的低谷后，2031年的自由现金流将转正达到720亿美元以上。 其中一位知情人士表示，Evercore ISI的研究团队预测，到2031年，AI占公司收入的比例将从不到五分之一增长到74%，该公司的航天业务收入占比将从去年的逾20%降至1%。 知情人士透露，两家华尔街公司都预计SpaceX的网络连接部门 —— 主要由其卫星互联网服务构成 —— 的销售额将从去年的约114亿美元增长到2030年的超过1400亿美元。与此同时，其中一位知情人士表示，火箭部门预计2030年将带来约80亿美元的收入，比去年41亿美元的销售额增长近一倍。 知情人士透露，华尔街还预测SpaceX的资本支出将在2030年飙升至3600亿美元以上，高于去年的200多亿美元。Evercore预测SpaceX的支出将在2031年几乎翻一番，达到7320亿美元，其中约6660亿美元将用于人工智能相关领域，是去年的50多倍。 SpaceX发言人尚未对此置评。高盛和Evercore ISI的代表均拒绝置评。 责任编辑：王永生

Shares of Rubrik (NYSE: RBRK) rose 47.9% in May 2026, according to data from S&P Global Market Intelligence . The cybersecurity company posted steady gains all month long, punctuated by a 19.5% surge in the last two days. However, the stock didn't exactly soar by its own power, at least not in the month-ending sprint. Instead, investors boosted Rubrik's stock as fellow enterprise data wrangler Snowflake (NYSE: SNOW) published strong Q1 results. I know, I know -- Snowflake organizes data and Rubrik keeps it safe. Wall Street compared apples and oranges, or at least crunchy Honeycrisps and spicy Braeburns. But the tight link between Snowflake and Rubrik still makes sense in many ways. Continue reading