Key PointsLowe's, Medtronic, and UnitedHealth Group have been solid dividend growth stocks over the years.

Five Dividend Aristocrats with streaks ranging from 54 to 70 consecutive years of payout hikes are currently trading below Wall Street’s consensus price targets, and four of the five just beat their most recent EPS estimates. When a 64-year dividend raiser like Johnson & Johnson is raising 2026 EPS guidance to $11.45-$11.65 while still trading ... Dividend Aristocrats on Sale: 5 Decades-Long Raisers Trading Below Target

格隆汇6月5日｜腾讯混元宣布提出Stem稀疏注意力算法，已被机器学习顶会ICML-26收录。根据Stem算法×HPC算子的全栈加速方案，算法层面，Stem通过Token位置衰减（TPD）和输出感知度量（OAM）实现25%预算下的近无损精度；算子层面，HPC开源的Stem+BSA算子将稀疏收益转化为真实硬件加速，128K上下文下首字延迟降低3.7倍。

Sundry Photography Broadcom ( AVGO ) was upgraded by Erste Group on Friday after an earnings-related selloff on Thursday . Shares fell 2.2% in premarket trading. “The Group expects the very positive momentum to continue in the third quarter of the new financial year,” Erste Group analyst Hans Engel wrote in a note to clients. “Sales will amount to approximately USD 29.4 billion. This corresponds to an increase of +89% Y/Y. Broadcom expects sales of AI semiconductors in particular to increase to USD 16 bn. The gross margin and the operating margin are expected to remain stable at a high level. The Group is growing much faster than its peers in the sector. The stock should benefit from the company's above-average prospects and therefore continue its upward trend.” Engel raised his rating on Broadcom to Buy from Hold. More on Broadcom Broadcom: The ASIC Boom Is Real, But So Is The Valuation Problem Broadcom Has Just Crashed - I'm Buying This Dip (Rating Upgrade) Broadcom Is Down 15%: Why I'm Selling Anyway (Rating Downgrade) Broadcom, Ciena lead tech stocks lower after lackluster guidance A look at Broadcom's chart after its post-earnings selloff

Sundry Photography Broadcom ( AVGO ) was upgraded by Erste Group on Friday after an earnings-related selloff on Thursday . Shares fell 2.2% in premarket trading. “The Group expects the very positive momentum to continue in the third quarter of the new financial year,” Erste Group analyst Hans Engel wrote in a note to clients. “Sales will amount to approximately USD 29.4 billion. This corresponds to an increase of +89% Y/Y. Broadcom expects sales of AI semiconductors in particular to increase to USD 16 bn. The gross margin and the operating margin are expected to remain stable at a high level. The Group is growing much faster than its peers in the sector. The stock should benefit from the company's above-average prospects and therefore continue its upward trend.” Engel raised his rating on Broadcom to Buy from Hold. More on Broadcom Broadcom: The ASIC Boom Is Real, But So Is The Valuation Problem Broadcom Has Just Crashed - I'm Buying This Dip (Rating Upgrade) Broadcom Is Down 15%: Why I'm Selling Anyway (Rating Downgrade) Broadcom, Ciena lead tech stocks lower after lackluster guidance A look at Broadcom's chart after its post-earnings selloff

(RTTNews) - Uncertainty continue to linger over U.S.-Iran peace negotiations and the stakeholders are not hopeful of settling the Middle East conflict immediately.

天孚通信公告，公司2025年度权益分派方案为：以现有总股本7.79亿股为基数，向全体股东每10股派发现金红利7.00元(含税)，合计派发5.45亿元(含税)，同时以资本公积金每10股转增4股，转增后总股本增至10.91亿股。股权登记日为2026年6月11日，除权除息日为2026年6月12日。

通过入口端和出口端措施推动私募基金行业扶优限劣、严厉打击私募基金领域违法违规 本次印发的《指导意见》的核心举措包括：通过入口端和出口端一系列举措进一步推动私募基金行业扶优限劣、严厉打击私募基金领域违法违规以及央地协同部际协作加强私募基金监管工作等。 【财新网】 6月5日，国务院办公厅公布《 国务院办公厅关于加强监管防范风险促进私募投资基金高质量发展的指导意见 》（下称《指导意见》），按照问题导向和目标导向对私募基金行业发展和监管工作进行了全面系统的顶层设计，构建私募基金加强监管、防范风险的制度体系和长效机制。 2023年，国务院出台《私募投资基金监督管理条例》，夯实了行业规范发展的法治基础。当前，按照中央金融工作会议精神，需要在政策制度层面进一步加力推进，提升各方面机制和举措的系统性。在对私募基金行业的问题和现状进行深入评估后，国务院办公厅印发《指导意见》。

规模达4.7万亿美元韩国股市今年以来以惊人的速度上涨，如今已开始显露出疲态。 Kospi指数周五收盘下跌5.5%，三星电子和SK海力士至少下跌6%。外国投资者再卖3.5万亿韩元（约23亿美元）的Kospi成分股，本周累积抛售逾100亿美元股票。韩元跌至2009年3月以来的最低水准。 投资人对韩国市场的看法一直存在分歧，股市多头对韩元贬值不以为意，反而将目光聚焦于企业获利的指数级增长。然而，周五包括债券在内的各类资产同步下跌，凸显了不利的宏观环境：旷日持久的伊朗战争导致油价居高不下，并加剧了升息风险。 KB Securities经济学家Oh Jaeyoung表示，油价上涨引发的韩元下跌，因外资抛售韩股而加剧；随着Kospi下跌，这种压力被进一步放大。从短期市场情绪来看，韩元可能仍有进一步下跌的空间。 市场广度不足是目前最核心的隐忧。截至周四，Kospi指数今年以来已飙升超过100%，但涨势主要集中在三星电子和SK海力士，这使得市场容易受到AI交易动能突然减弱的影响。 “AI生态系部分领域的估值已变得偏高，”Fibonacci Asset Management Global首席执行官Jung In Yun表示。“短期波动可能维持在高档，但我们不认为这代表整体趋势出现改变。” 根据韩国交易所数据，受惠于AI驱动的芯片需求，三星电子与SK海力士合计占Kospi市值权重54%，并占5月平均每日成交额约一半。 与三星电子及SK海力士挂钩的单一股票杠杆ETF，也正在加深市场忧虑。交易所数据显示，自5月27日上市后的头五个交易日内，四档最抢手的单一股票ETF占韩国ETF总成交额的21%。 自5月7日以来，外国投资者几乎每个交易日都在减持，这主要是由于获利回吐以及因单一股票持股上限而调整投资组合。目前几乎没有迹象显示投资人看空AI股票，但谨慎情绪正在悄悄蔓延。 “就资金流动而言，韩国市场受害于自身的成功，市场越好，外资就越需要卖出，”摩根大通韩国及台湾股票策略主管Mixo Das表示。 他说，如果韩元走强，人们或许会更愿意购买韩国股票，因为这会增加以美元计价的投资收益。韩元疲软在一定程度上削弱了这种收益，可能会略微降低投资者对韩国股票的预期回报。 周五，韩元兑美元汇率一度下跌1.2%，至1，562.50，创下2009年3月以来的最低水准。韩元今年已贬值近7%，跌幅仅次于印尼盾，位居亚...

Meta Platforms Faces Antitrust Investigation in Turkey Over AI Integration Into WhatsApp marketscreener.com

NoDerog/iStock Unreleased via Getty Images Brown-Forman Corporation ( BF.B ) reported the company’s fiscal Q4 results from the February-April quarter. As recent M&A talks with Pernod Ricard SA ( PDRDF ) ended , the focus is back on Brown-Forman’s own performance. The company reported impressive stabilization against a weak alcohol consumption trend, signaling the spirits producer’s strategy’s strength. Yet, the industry backdrop and increased input costs still weigh on Brown-Forman’s outlook; there isn’t reason for too much optimism yet. I upgraded my rating to Hold in my previous March article on the stock, titled “ Brown-Forman: There's Enough Reason To Turn Neutral ”. The stock has since returned 9%, slightly underperforming the S&P 500’s 15% gain. My Rating History on BF.B (Seeking Alpha) Brown-Forman’s Q4 Was Relatively Strong Brown-Forman showed stabilizing results in the Q4 report . Fourth quarter net sales grew by 2% organically to $912 million, fighting well against a sector-wide decline and the company’s own flat sales performance in the whole fiscal year. The topline result beat the analyst consensus estimate by $32 million; Wall Street assumed a slight sales decline. Excluding impairment charges and other one-off items, Brown-Forman’s organic adjusted operating income stayed flat year-on-year. While Brown-Forman’s gross margin and marketing expenses fluctuate, overall, the company’s cost savings have enabled stable profitability in a volatile operating environment. BF.B Q4'FY26 Investor Presentation I believe that despite not achieving earnings growth, Brown-Forman’s performance was quite good in the quarter when considering the sector environment – macroeconomic pressure and changing consumption preferences continue to weigh on alcohol sales in the U.S. and most other developed markets. Brown-Forman once again noted pressured consumer spending in the Q4 earnings call . The U.S. consumer sentiment has reached another new low. Diageo plc ( DEO ) and Perno...

Apple Stock Forecast: Can Apple Intelligence Spark the Next iPhone Supercycle? TradingKey

Paul Bradbury/OJO Images via Getty Images Investment Overview The last time I covered MBX Biosciences ( MBX ) in a note for Seeking Alpha, it was December 2025 , so I feel an update is timely, especially given the company gave an "Obesity Day" presentation recently, and the stock is up ~15% on a one-month basis and >30% year-to-date. MBX completed its IPO in September 2024, raising ~$188m via the issuance of ~11.73m shares priced at $16 per share, and is "focused on the discovery and development of novel precision peptide therapies for the treatment of endocrine and metabolic disorders." Canvuparatide The Lead Asset Has Important Upcoming Catalyst A company overview from the obesity day presentation is provided below: MBC company overview (presentation) As we can see, canvuparatide is the furthest advanced asset—a parathyroid hormone peptide prodrug (a compound with little pharmacological activity that metabolizes inside the body and converts into a pharmacologically active drug compound when triggered by a drug-metabolizing enzyme, or "DME"). There will be a presentation of Phase 2 study results and one-year follow-up data presented at the Endocrine Society’s ENDO 2026 annual meeting in Chicago on Saturday, June 13, MBX has promised , and a Phase 3 study is expected to initiate in Q3, which may imply management expects the Phase 2 data will be strong. HP affects ~120k people in the US and >250k in the US + Europe, MBX says, and there are no products on the market that address the underlying cause of the disease, which is parathyroid hormone ("PTH") deficiency. Yorvipath (palopegteriparatide), developed by Ascendis Pharma ( ASND ), is a once-daily PTH replacement therapy that is approved in the United States and European Union. The FDA approved the drug in August 2024, and it made sales of ~$230m in Q1 2026. Royalty Pharma ( RPRX ), which has purchased royalty rights to Yorvipath, speculates that the drug could earn ~$1.3bn in peak revenues. The advantage of canvupa...

While some residents are proud to host celebrations, others lament road closures and city’s transformation into a ‘theme park’ Concetta Chillemi was chatting to friends outside her shop next to Palermo’s gallery for modern art housed in a sublime baroque church in the city’s historic centre. A few metres away, an Italian TV crew had its camera trained on the tiny square in front of the church where event staff in black T-shirts scurried around in the heat. They were preparing for the arrival of the British singer Dua Lipa and the actor Callum Turner, who over the next two days are celebrating their wedding in the Sicilian capital after exchanging vows in London last weekend. Continue reading...

据伊朗法尔斯通讯社5日报道，一名接近伊朗谈判团队的消息人士说，沙特阿拉伯媒体有关伊朗已同意将其部分浓缩铀储备转移至第三国的报道不实。 该消息人士说，目前伊美间的谈判并未涉及核相关议题，这些议题已推迟至后续对话中讨论。（新华社）

G-III Apparel (GIII) delivered earnings and revenue surprises of +30.00% and +1.13%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

格隆汇6月5日｜周五，日元测试了160的关口，引发日本官员的强烈警告，而美元在关键美国就业数据发布前保持稳定，中东紧张局势则支撑着避险资金的需求。澳新银行亚洲研究主表示：“在美国非农就业报告发布前，市场可能不太愿意过度测试日本央行。” 尽管存在干预风险，但近期投资者已构建出自2024年7月以来最大的日元看跌头寸。

惠农补贴一头连着国家粮食安全，一头牵着农民切身利益，容不得一笔糊涂账。 近日，甘肃省白银市会宁县农民雷先生的遭遇引发关注。据媒体报道，雷先生名下38.93亩确权耕地，自2017年完成确权至2024年的整整8年间，从未领取到耕地地力保护补贴；其兄长名下约33亩确权土地，每年也仅按27亩发放补贴。事情曝光后，当地镇政府初步核算将为雷先生补发14000多元。但对于此前漏发少发的原因，以及未下发钱款的去向，镇政府、县农业农村局谁也说不清，至今是一笔糊涂账。 这笔糊涂账疑点重重。其一，为何漏发少发会存在8年之久？相关经办、核查、审计环节为何层层失守？其二，按照甘肃省农业农村厅相关规定，耕地地力保护补贴的发放需在政务村务公开场所和互联网平台进行公示，公示时间不少于7天，但雷先生称直到2025年才得知该补贴的存在，公示制度是否形同虚设？其三，同村其他农户对补贴发放标准的说法“都不太一样”，有人说是按确权面积，有人说是按实际耕种面积，为何事关农民切身利益的事情，农民却不明就里？这些疑问，只能等当地深入调查来给出答案了。 雷先生的遭遇并非孤例。近年来，惠农补贴领域负面案例频出，已成为损害农民利益、滋生小微贪腐的高发领域。国家审计署《2024年度中央预算执行和其他财政收支的审计工作报告》显示，审计20省共发现惠农补贴问题金额46.65亿元。其中，3200余名基层干部利用审核权限虚报农户信息、冒领补贴近2330万元。甘肃宕昌县一名基层财政所长就伪造80余户农户资料，累计冒领惠农补贴400余万元用于挥霍赌博。此外，职业中介勾结空壳涉农主体、伪造项目资质套取产业补贴，个别基层干部审核走过场、优亲厚友克扣农户补贴、部分农户被诱导出借证件参与骗补等乱象也屡见曝光。 惠农补贴是中央强农惠农富农政策的具体体现，每一分钱都承载着对农民的关怀、对粮食安全的重视。补贴资金被截留挪用、虚报冒领，不仅直接侵害农民的切身利益，更严重透支政府公信力，挫伤农民种粮务农的积极性。如果连耕地地力保护补贴这样直接面向农户的“阳光资金”都能变成说不清道不明的“糊涂账”，乡村振兴的根基又何以稳固？ 针对惠农补贴发放乱象，多地、多部门高度重视并加大了监管力度。今年以来，广东等地纪检监察部门将整治三农领域的“蝇贪蚁腐”作为重点，精准聚焦惠农补贴发放、高标准农田建设、医保养老、困难群众救助等涉农关键领域，强调对相关违规违法行为零容...

花旗熊市预警指标显示，全球股市当前泡沫化程度达到2008年全球金融危机之后峰值，但整体仍未陷入过热状态。 由贝娅塔·曼泰牵头的花旗研究团队撰文表示，尽管全球股指逼近历史高位，但该行熊市清单指标（BMC）并未释放市场过度狂热的信号。 因此策略师维持股市偏多观点，不过倘若该指标进一步恶化，将不再建议逢低布局。 这份指标清单囊括估值、市场情绪、信用利差、资金流向等18项细分维度；当前全球股市触发其中10项警示信号，为金融危机以来最高值，意味着市场泡沫化持续加深。 分区域来看，美国股市警示信号达11.5项（满分18），行情透支迹象突出；欧洲仅触发5项，整体行情相对稳健。 即便指标读数走高，全球熊市清单仍未抵达历次熊市前夕的警戒极值：2000年互联网泡沫前该指标触及17.5，2008年金融危机前夕为13。 研报提到，多板块估值偏高、投资者情绪持续乐观，IPO与股权融资放量体现市场风险偏好高涨，均是经济周期末端的典型特征。 大型AI云厂商拉动资本开支高增、美国巨头企业密集启动/筹备IPO，推升多项指标进入预警区间；全球企业每股收益（EPS）亮眼增长、权益资金持续净流入同样助推指标抬升。 仍有部分指标支撑行情：尽管年内收益率曲线逐步趋平，但信用利差维持低位。若私募信贷风险、AI资本开支催生的债务发行隐患发酵，市场风险或将快速上行。 花旗全年维持看多股市，但对风险抬升保持警惕。策略师称，历史规律显示指标触发警示项突破两位数后，后续往往加速走高。 团队补充，指标若继续恶化，届时应当放弃逢低买入策略。 责任编辑：刘明亮

ClearBridge Energy Midstream Opportunity ( EMO ) announced on Friday that the fund’s net assets were $1.12B, and its net asset value per share was $56.00 as of May 31, 2026,. The fund’s asset coverage ratio regarding senior indebtedness was 699%, and the fund's asset coverage ratio regarding total leverage was 520%. Source: press release More on ClearBridge Energy Midstream Opportunity Fund CEF Insights: EMO - Opportunity In Structural Growth Of North American Energy EMO: Monthly Income From Midstream Companies With Some Tradeoffs ClearBridge Energy Midstream Opportunity Fund declares $0.36 dividend Dividend scorecard for ClearBridge Energy Midstream Opportunity Fund

Here are Friday's biggest calls on Wall Street: JPMorgan adds a positive catalyst watch on Qualcomm The firm said its sticking with its neutral rating but is bullish ahead of the company's investor day. " Qualcomm is set to host its highly anticipated Investor Day on June 24th, to discuss the next phase of the company's growth and diversification strategy amidst the rapid evolution of AI." Bank of America reiterates Nvidia as buy Bank of America said the stock is firing on all cylinders after a meeting with management. "Following 'GTC Taipei' CEO keynote on Monday we hosted NVDA CFO Colette Kress for a well-attended keynote on Thursday, and Sr. Director, IR Stewart Stecker for a bus tour investor meeting." UBS initiates Champion Homes and Cavco as buy UBS said the building companies are well positioned. "We initiate coverage on SKY & CVCO with Buy ratings, as we view both companies as potential beneficiaries of an affordability-challenged and underbuilt housing market that appears to be bottoming and poised to reaccelerate." Goldman Sachs initiates Concentra as buy Goldman said the occupation health company has "durable growth drivers." "We initiate coverage on shares of Concentra (CON ) with a Buy rating and a 12‑month price target of $30." BTIG downgrades Lululemon to hold from buy BTIG said it has "reduced visibility." "We downgrade LULU t o Neutral from Buy. While Q1 was largely in-line, the decel toward the end of the quarter suggests more work ahead, with Q2 sales set to decline for the first time post-COVID." Roth initiates Coya Therapeutics as buy Roth said it's bullish on the biotech company. "We initiate coverage of COYA with a Buy rating and 12-month PT of $12." Evercore ISI upgrades FormFactor to outperform from in line Evercore said it sees a compelling risk/reward for the semis testing company. "Upgrade to Outperform with $155 PT. based on 38x 2028 EPS of $5 discounted back to 2026. We think a higher multiple is justified given the AI tailwinds and exp...

Why is Micron Technology stock down today? By Investing.com Investing.com South Africa

Proponents say scheme could generate up to £2.7bn in five years by making travel around north of England easier A proposed travel card for northern England modelled on London’s Oyster system could save commuters up to £276 a year, data shows. Users would tap in and out across different transport networks and fares would be automatically capped at the cheapest available rate. Continue reading...

Cem Karsan, founder of Kai Volatility Advisors and a recurring guest on Adam Taggart’s Thoughtful Money podcast, delivered a warning that cuts deeper than typical valuation concerns. The danger he sees is a slow erosion of purchasing power stretched across more than a decade, a regime most living investors have never personally invested through. The ... Cem Karsan Warns The S&P 500 Lost 40% in Real Terms Over 14 Years – And It Could Happen Again

格隆汇6月5日｜随着加密货币似乎将连续第六天走低，其依然面临沉重的抛压。对中东冲突的不确定性、美国利率上升的预期以及加密货币交易所交易基金的持续资金流出，正拖累市场情绪。Strategy周一发布公告称，这家囤积比特币的公司自2022年以来首次出售比特币，这也促成了本周的下跌。伦敦证券交易所集团的数据显示，比特币下跌2.0%，至62,292美元，早些时候曾触及61,117美元的四个月低点。以太币下跌5.8%，至1,669美元，早些时候曾触及1,627美元的一年低点。Solana下跌4.1%，至66.20美元，早些时候曾跌至63.80美元的两年半低点。

特朗普政府决定拆除价值3.86亿美元的联邦海洋观测网络的大部分设施，这将使科学家失去一个不可替代的数据来源，而这些数据原本用于了解气候变化如何影响关键洋流和海洋生态系统，以及如何加剧沿海洪水风险。 “没有其他系统具备这种全面性，”美国国家海洋和大气管理局（National Oceanic and Atmospheric Administration）前代理首席科学家、现任海洋基金会（Ocean Foundation）高级研究员克雷格·麦克莱恩（Craig McLean）表示。他指出，其他监测网络虽能提供有价值的信息，但仅能呈现整体监测数据的“零星片段”。 根据美国国家科学基金会（National Science Foundation）5月下旬公布的计划， 这个称为“海洋观测计划”（Ocean Observatories Initiative）由传感器、系泊站和自主仪器构成的网络——将失去几乎所有海中基础设施。联邦官员将派遣船只，拆除 大西洋 和 太平洋 大部分观测站的设备。 该系统于2016年投入运行，设计初衷是提供至少25年的连续观测数据。研究人员利用该系统提供的数据，研究了海洋在吸收热量和二氧化碳等方面的作用，以及其他相关课题。 美国国家科学基金会表示，位于俄勒冈州外海、用于监测海底地质、火山及地震状况的观测阵列将持续运行至2028年，该计划的中央数据中心也将继续运作。研究人员仍然可以获取已经收集的数据。 美国国家科学基金会在声明中表示，这一决定体现了“更加灵活的做法，优先支持不断变化的科研重点和新兴技术，对其科研基础设施体系实施更有效的全生命周期管理。”该声明援引了2025年美国国家科学院系统的一份报告，这份报告建议对观测网络进行审查，与不断变化的需求保持一致。 这一举措出台前，特朗普政府从多个方面对气候相关研究和项目进行打压，此前该计划的资金也曾面临削减。美国国家科学基金会在2026财年预算申请中提议将该项目经费削减80%，但遭到了国会否决。 与间歇性采样不同，海洋观测计划利用各种传感器对同一地点进行持续监测。科学家表示，这使他们能够区分短期波动与长期环境变化。 在格陵兰岛与冰岛之间伊尔明厄海部署的海洋观测计划传感器，有助于追踪大西洋经向翻转环流——这是一条巨大的传送带，将温暖的浅层海水向北输送，同时将寒冷的深层海水向南输送。而大西洋经向翻转环流正在减弱，一...

格隆汇6月5日｜山西省自然资源厅和山西省气象局2026年6月5日16时00分联合发布地质灾害气象风险预警：预计06月05日20时-06月06日20时，阳泉市城区、矿区、郊区、平定县、盂县、长治市屯留区、襄垣县、武乡县、沁县、沁源县、晋中市昔阳县、寿阳县、忻州市五台县、临汾市尧都区、古县、安泽县、吉县、乡宁县、大宁县、隰县、永和县、蒲县、汾西县、吕梁市石楼县、中阳县部分区域地质灾害气象风险预警级别为三级(黄色预警)，发生地质灾害的风险较高。山西省气象台2026年06月05日17时53分发布暴雨蓝色预警，预警区域：忻州市东部、太原市东部、阳泉市、晋中市东山、长治市、临汾市、运城市、吕梁市。预计未来24小时预警区域降雨量将达50毫米以上；部分地区伴有雨强20毫米/小时或以上的短时强降水。