PLTR's Rule of 40 surges from 64% to 145% in under two years as revenue growth and margins accelerated alongside AI demand.

Palantir's Rule of 40 Explosion Indicates Strong AI Dominance TradingView

With tremendous growth and positive catalysts, DELL stock looks very attractive currently.

Retailer adds restaurant meals to strengthen its e-commerce ecosystem.

格隆汇6月6日｜恐慌指数VIX跃升至超两周高点；最新上涨3.32点，报18.72。

metamorworks/iStock via Getty Images Quantum stocks across the board took a tumble on Friday following Quantinuum's ( QNT ) initial public offering on the Nasdaq on Thursday. Quantinuum shares dropped 8% by early afternoon trading, taking it below its IPO price of $60 during its second day on the market. The company originally planned to price shares in the $45 to $50 range, but strong buyer demand pushed up the price and the number of shares offered. Moments after hitting the Nasdaq, the price jumped more than 10% but had settled down to a hair above the IPO price by the time the closing bell rang. The IPO generated nearly $1.7B for Quantinuum and pushed its valuation to more than $15B. IonQ ( IONQ ) and D-Wave Quantum ( QBTS ) both sank 12% by afternoon trading on Friday. Rigetti Computing (RGBI) plunged 12.5%, and Quantum Computing ( QUBT ) fell by 9%. IBM ( IBM ), which is a highly diversified tech titan, also has a strong quantum research department. Big Blue was down 6%. However, the broader market was also in the red, as evidenced by the Nasdaq ( COMP:IND ) falling nearly 3%, the Dow Jones ( DJI ) down 0.8%, and the S&P 500 ( SP500 ) falling 1.7%. The tech indices were also heavy in the red, as the Philadelphia Semiconductor Index ( SOX ) plunged 8% and the iShares Expanded Tech-Software Sector ETF ( IGV ) dropped 3.5%. More on Quantinuum and Rigetti D-Wave Quantum Inc. (QBTS) Analyst/Investor Day Transcript Wall Street Lunch: Quantinuum Soars 12% On Nasdaq Debut Following $1.7B IPO D-Wave Quantum Inc. (QBTS) Analyst/Investor Day - Slideshow Quantum sector gets boost as Quantinuum IPO signals industry maturity - analyst Quantinuum makes IPO debut as quantum era approaches

Lebanese leaders lash out at Iran and say their country should not be used as a 'bargaining chip' Idaho Press

RHJ/iStock via Getty Images Botswana is in talks with the United Arab Emirates and Oman to help the diamond-rich country acquire a "strategic" stake in De Beers from Anglo American ( AAUKF ) ( NGLOY ) , President Duma Boko said Friday in an interview with Bloomberg. "We are looking at reliable, trusted partners," Boko told Bloomberg. "The Omanis and the U.A.E. have now claimed that spot. So any opportunity that comes, whether in the diamond space or other, we will now be looking to engage with them." Anglo American ( AAUKF ) ( NGLOY ) is in the process of examining bidders for its 85% holding in De Beers, which mines most of its diamonds in Botswana, where the state already holds a 15% stake in the company. The government reportedly has also been in talks with neighboring Namibia and Angola in its push for control of De Beers. Cash-strapped Botswana is betting that control of De Beers will give it more say over the price and marketing of diamonds, which generate 80% of the country's total exports and 25% of its domestic gross product. More on Anglo American Anglo American: Solid Q1 Reinforces Copper-Led Re-Rating Story Seeking Alpha’s Quant Rating on Anglo American Historical earnings data for Anglo American

These are the companies making headlines in midday trading. Quantinuum — Shares dropped more than 8%. Quantinuum debuted on the Nasdaq Thursday to a lukewarm reception , closing flat on the day. Friday's decline brought the stock below its initial public offering price of $60 per share . A slate of quantum computing stocks slid alongside it, with shares of Rigetti Computing falling 13% and shares of D-Wave Quantum slumping nearly 12%. Consumer staples, healthcare — The sectors were bright spots in Friday's sell-off as investors shunned tech names for defensive corners of the market. Consumer staples were last up 2%, as shares of Colgate-Palmolive, Coca-Cola and Procter & Gamble jumped more than 3%. The healthcare sector advanced 1.7%, with Insulet 's stock trading nearly 5% higher and Eli Lilly 's gaining almost 3%. FedEx Freight Holding Company — Shares popped more than 8% as the FedEx spinoff headed for a winning week. FedEx Freight, which focuses on the less-than-truckload industry, began trading on the New York Stock Exchange on June 1 . The stock is on track for a 6% gain on the week. Lululemon Athletica — Shares sank 9% after the athleisure company lowered its full-year earnings and revenue guidance , citing headwinds. The company's current-quarter earnings and revenue guidance also came below what analysts were expecting, per LSEG. Docusign — Shares slipped 6% after the software stock's outlook failed to impress the Street. The company sees second-quarter revenue in a range of $865 million to $869 million, encompassing the LSEG consensus estimate of $866 million. Chip stocks — A slew of companies saw shares drop again Friday, continuing declines after Broadcom's earnings report earlier this week. Broadcom 's stock was off 6%, after it fell more than 12% the day before. Shares of Advanced Micro Devices were off 8%, as were shares of Intel and Qualcomm . Shares of Arm slipped 10%. Nvidia 's stock shed more than 4%. Memory stocks — The chipmaker sell-off extende...

VICI Properties ( VICI ) snapped a weekly losing streak on Friday, climbing nearly 2% to $27.72 after briefly entering oversold territory. Despite the rebound, the casino REIT remains down 2.01% year-to-date and has lagged the broader S&P 500 ( SP500 ), which has gained 10.79% in the same period. The stock has been in a broad downtrend since March, sliding from above $30 to near $27 in early June. However, the current surge came after the stock entered oversold territory. The RSI recovered from below 30, while the MACD turned positive, pointing to improving short-term momentum, but the sentiment has not fully reversed yet. Since reporting Q1 earnings on April 29, VICI Properties stock has fallen another 4.86% , even after raising the 2026 AFFO outlook to $2.44-$2.47 per share and posting 4.5% AFFO per-share growth. Management highlighted strong investment activity, with CEO Edward Pitoniak saying the company is focused on "investing accretively in experiential real estate of enduring value." President John Payne noted that the last two quarters marked "the first consecutive quarters" with more than $1B of new capital commitments. The company also maintains $3.1B in liquidity and leverage near 5x. Still, sentiment remains mixed. Cohen & Steers cut more than half of its stake during Q1, while Quant Ratings assigned a Hold rating of 3.39. However, Wall Street is also positive, with Scotiabank's Greg McGinniss raising his target to $32, while Deutsche Bank trimmed its target to $31. Seeking Alpha analysts remain bullish , citing VICI Properties 100% occupancy, 0.45/share quarterly dividend , and discounted 9.6x forward P/FFO valuation. More on VICI Properties VICI Properties: Buy This High-Yielding Blue Chip On Sale Now Why VICI Properties Is My Default Buy At Current Prices VICI Properties: Rolling The Dice These large-cap U.S. REIT stocks are screening cheapest based on valuation grades Cohen & Steers raises stakes in 28 US REITs, exits W. P. Carey among Q1 moves

Mette-Marit's condition, which stiffens the lungs, making it hard to breathe, has deteriorated, the royal household says.

Snow, the lead presenter of C4 News for 32 years, will be seen navigating his diagnosis in a new film.

BIS says global AI chip restrictions on Chinese companies remain in effect after questions over possible enforcement gaps.

primeimages/iStock via Getty Images The Nasdaq-100 ( NDX ) is suffering a sharp selloff on Friday, falling 3.4% as a risk-off mood swept across Wall Street and weighed heavily on investor sentiment. The decline puts the technology-focused index on pace for its largest single-day drop since October 10, 2025, highlighting growing pressure across growth and semiconductor shares. Market breadth remained firmly negative, with 65 of the index’s 100 constituents trading lower during the session. Among the hardest-hit stocks, Arm Holdings ( ARM ) has led losses, plunging 11.3% and emerging as the weakest performer in the benchmark index. The broad-based retreat underscores heightened caution among investors as selling pressure accelerates across major technology names. A list of the 15 worst-performing Nasdaq-100 components on Friday’s session is provided below. Arm Holdings ( ARM ), -11.3%. Marvell Technology ( MRVL ), -10.2%. SanDisk Corporation ( SNDK ), -9.9%. QUALCOMM ( QCOM ), -9.5%. Micron Technology ( MU ), -9.2%. Advanced Micro Devices ( AMD ), -9.1%. Western Digital ( WDC ), -8.2%. Intel ( INTC ), -8%. Insmed ( INSM ), -8%. Monolithic Power Systems ( MPWR ), -7.9%. Strategy Inc. ( MSTR ), -7.8%. NXP Semiconductors ( NXPI ), -7.1%. Lam Research ( LRCX ), -6.8%. KLA Corporation ( KLAC ), -6.7%. Applied Materials ( AMAT ), -6.5%. Nasdaq ETFs: ( QQQ ), ( QQQM ), ( SQQQ ), ( TQQQ ), ( QLD ), and ( QID ). More on markets Bitcoin breaks below $60K as risk-off sentiment intensifies Dividend Roundup: UnitedHealth Group, Verizon, Alphabet, American Express, and more Treasury yields jump after May payrolls crush expectations Nonfarm payrolls soar past consensus in May; unemployment rate holds at 4.3% AI-powered startup boom could bring major labor market shifts, Apollo says

primeimages/iStock via Getty Images The Nasdaq-100 ( NDX ) is suffering a sharp selloff on Friday, falling 3.4% as a risk-off mood swept across Wall Street and weighed heavily on investor sentiment. The decline puts the technology-focused index on pace for its largest single-day drop since October 10, 2025, highlighting growing pressure across growth and semiconductor shares. Market breadth remained firmly negative, with 65 of the index’s 100 constituents trading lower during the session. Among the hardest-hit stocks, Arm Holdings ( ARM ) has led losses, plunging 11.3% and emerging as the weakest performer in the benchmark index. The broad-based retreat underscores heightened caution among investors as selling pressure accelerates across major technology names. A list of the 15 worst-performing Nasdaq-100 components on Friday’s session is provided below. Arm Holdings ( ARM ), -11.3%. Marvell Technology ( MRVL ), -10.2%. SanDisk Corporation ( SNDK ), -9.9%. QUALCOMM ( QCOM ), -9.5%. Micron Technology ( MU ), -9.2%. Advanced Micro Devices ( AMD ), -9.1%. Western Digital ( WDC ), -8.2%. Intel ( INTC ), -8%. Insmed ( INSM ), -8%. Monolithic Power Systems ( MPWR ), -7.9%. Strategy Inc. ( MSTR ), -7.8%. NXP Semiconductors ( NXPI ), -7.1%. Lam Research ( LRCX ), -6.8%. KLA Corporation ( KLAC ), -6.7%. Applied Materials ( AMAT ), -6.5%. Nasdaq ETFs: ( QQQ ), ( QQQM ), ( SQQQ ), ( TQQQ ), ( QLD ), and ( QID ). More on markets Bitcoin breaks below $60K as risk-off sentiment intensifies Dividend Roundup: UnitedHealth Group, Verizon, Alphabet, American Express, and more Treasury yields jump after May payrolls crush expectations Nonfarm payrolls soar past consensus in May; unemployment rate holds at 4.3% AI-powered startup boom could bring major labor market shifts, Apollo says

Nasdaq-100 falls more than 4% as Arm, AMD, and Micron lead the broad tech selloff (NDX:) Seeking Alpha

Not all of Wall Street is buying Musk’s math.

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KE ZHUANG/E+ via Getty Images By Anshuman Gupta, Product Manager, Sustainable Investment Key highlights As the low-carbon transition progresses, investors are increasingly incorporating climate considerations into portfolio construction, seeking to balance risk management with long-term opportunity capture. Sustainable infrastructure is drawing greater interest within asset allocation discussions, offering exposure to companies supporting decarbonisation, the energy transition and climate resilience. The FTSE Sustainable Infrastructure Index Series is designed to facilitate access to this evolving segment. Multiple megatrends driving sustainable infrastructure: Energy transition, digital infrastructure, climate adaptation and resource efficiency are driving building and upgrading of sustainable infrastructure. Structural and financial drivers: Global infrastructure deficit, public sector indebtedness and investor interest in the asset class are driving private capital flows. Targeted climate exposure: Provides liquid and diversified access to listed infrastructure equities linked to energy transition and climate adaptation themes. Three offerings: Comprises the FTSE Global Core Infrastructure TPI Climate Transition Index, the FTSE Global Core Infrastructure 50/50 CTB Index and the FTSE Green Revenues Select Infrastructure and Industrials Index. Noteworthy performance: The FTSE Green Revenues Select Infrastructure and Industrials Index outperformed conventional infrastructure benchmarks over the eight-year period ended December 2025. Global megatrends shaping sustainable infrastructure Defining sustainable infrastructure for a resilient future Sustainable infrastructure is increasingly recognised as a driver of inclusive growth, climate resilience and long-term value creation. As defined by leading global institutions including the United Nations 1 , World Bank 2 , OECD 3 and World Economic Forum 4 , sustainable infrastructure encompasses systems that are planned, bu...

Tesla (NASDAQ:TSLA) sits in an awkward place. Q1 2026 showed automotive gross margin rebounding to 21.1% from 16.2% a year earlier, FSD subscriptions hit 1.28 million (+51% YoY), and free cash flow more than doubled to $1.444 billion. Yet shares closed at $418.45, down 6.95% YTD. Can Tesla reach $500 this cycle? What’s Holding Tesla ... Prediction: Tesla Stock Will Hit $500 on This Date

French Open Tennis Idaho Press

putilich/iStock via Getty Images I am fascinated by Hyperliquid's cryptocurrency, HYPE ( HYPE-USD ). It's a later breed of crypto. It's not like Bitcoin ( BTC-USD ) or ETH ( ETH-USD ). I think it's a lot like a stock. There's actual stock on the table too. I'm talking about Hyperliquid Strategies Inc. ( PURR ). They're a digital asset treasury ("DAT"). Let's look at which is better. First, explaining the Hyperliquid blockchain . It's an exchange as much as a chain. That's what makes it special. The HyperCore component handles the trading. It earns trading fees. HyperEVM allows for more general smart contracts. It earns gas fees. Both are done in USD. Hyperliquid Daily Revenue History (tokenterminal.com) The chain's daily revenue is recently around $2M. Almost all of this is trading fees. This is where the Assistance Fund comes in. 99% of trading fees go to it. It uses the USD to buy back HYPE. People love this. It reduces supply. It creates upside. I think there's tunnel vision on buybacks. Let's take a step back. They're possible because of revenue. Revenue is essentially free cash flow for a chain. HYPE is not just any cryptocurrency. It has fundamentals. Annualized, it's about $730M in revenue. HYPE Market Cap (CoinMarketCap.com) The market cap is near $17B. Roughly, that's a P/E of 23x. Look at that. We can talk about HYPE almost like it's a stock. This might explain why PURR exists. CEO David Schamis said the following : I would say that we are corporate finance geeks before we are crypto zealots is the way I would describe us. PURR Dashboard PURR has $1.6B of HYPE. They are the largest HYPE treasury . Sort of like the Strategy ( MSTR ) of HYPE. So they should share in its upside. What's the advantage of PURR? Balance Sheet (Q3 Fiscal 2026 Form 10Q) Normally, a DAT would give levered upside. They'd use bonds for this. It avoids margin calls and the like. PURR's balance sheet shows no debt. They just use equity. What about operating leverage? Income Statement (Q...

芝加哥期权交易所波动率指数飙升至两周以来高位，最新上涨 3.32 点，报 18.72。

jinhongljh/iStock via Getty Images Samsara Inc. ( IOT ) stock has recently enjoyed a rally after selling off earlier this year with a lot of similar companies. In the last few weeks, however, it has been riding a wave of momentum alongside other premium tech names. And folks, it does seem the company is solidifying its position as a critical infrastructure play in the physical economy. This name is interesting. It has evolved rapidly from a traditional fleet tracking and telematics vendor into a massive, AI-driven connected operations platform. So, it sits in sort of a unique space between physical, real-world assets like shipping, construction, and manufacturing, as well as future, high-margin AI potential. In today’s column, we provide an overview of the company and discuss the just-reported fiscal Q1 2027 earnings . What does this company do? Well, we will try to make it simple. By taking an approach where it combines Internet-of-Things (so-called IoT) sensors, video safety, and machine learning under one umbrella, it has some interesting future tailwinds. This is because so many legacy industries are spending capex to modernize their operations, automate manual workflows, and combat labor issues. So, it is an operational data company that is trying to prevent accidents, reduce fuel waste, and optimize heavy equipment on the fly. It does this by creating a real-time data cloud across commercial fleets and industrial environments. For example, in shipping, it does not just track where a truck is but goes a step further to act as an intelligent co-pilot. It can flag distracted drivers, predict engine failures, and help automate compliance. So, it's a bit of a software-as-a-service (or SaaS) company, but it is one that is completely tied to the real physical world. Fears persist over all these software names getting hit because company spending is being displaced by AI. However, as we have been telling our members, the software winners here are incorporating it. Sam...

watch now VIDEO 46:36 46:36 The fix for overspending on AI is a problem for OpenAI and Anthropic Tech A new spending discipline is taking hold inside corporate America, as CFOs and boards start cracking down on inefficient artificial intelligence spending. The change has the potential to reshape the AI trade. For the past two years, the playbook has been to default to the most powerful AI model and direct all queries through it, regardless of complexity. Now, with AI bills running far ahead of budgets, companies are starting to ask whether every task actually needs the frontier. Two leaders at the center of the AI buildout told CNBC this week that a solution is emerging: model routing. What is model routing? Routing is a tool that matches the job to the model, sending hard problems to the expensive frontier models and easy ones to cheaper, faster alternatives. Scott Wu, CEO of Cognition, which makes the coding agent Devin, said the gains on routine work are enormous. For a lot of the boilerplate work, he said, companies can get five to 10 times better cost efficiency using models that are still good enough for the task. Most companies today aren't routing at all. Glean CEO Arvind Jain has estimated that roughly 95% of enterprise AI usage is still running on the most expensive frontier models, even for tasks that cheaper alternatives could easily handle. Wu gave the example of asking a model to name the third U.S. president. Each one, no matter how expensive, will tell you it was Thomas Jefferson. Arvind Jain, CEO of Glean, on SaaS Monster stage during day one of Web Summit 2022 at the Altice Arena in Lisbon, Portugal, on Nov. 2, 2022. Harry Murphy | Sportsfile | Getty Images The pressure behind the shift is a cost curve that has surprised even the biggest tech companies. Jeetu Patel, chief product officer at Cisco , laid out the math. At roughly $200 of token usage per employee per week, that's about $10,000 a year per person. With 90,000 employees, a company is loo...

ASML Holding N.V. ( ASML ) shares snap six straight sessions of gains on Friday, as the stock was 3.8% lower at $209.39. The semiconductor equipment systems manufacturer gained 9.5% in the preceding six sessions. So far this year, the stock has surged about 59%, compared to the 11% rise in the broader S&P 500 Index ( SP500 ). ASML is up 8% over the past one month. Chip and AI-related stocks slumped in the day as the broader market also saw red amid the May labor report and complications surrounding prospects for a U.S.-Iran peace deal. Looking at Seeking Alpha's Quant Rating, ASML has a Hold rating with a score of 3.5 out of 5. The company received A+ in the prospect of profitability, while it received F in the valuation factor. Seeking Alpha analysts are cautious and see the stock as a Hold. Turning to the Wall Street , 38 analysts have given the stock a Buy or above rating. Four gave the stock hold recommendation, while two gave Sell or lower rating to ASML. “ASML has rebounded 152% from 2025 lows, driven by surging AI infrastructure demand and memory chip shortages fueling new fab investments,” pointed out a recent Seeking Alpha analysis. More on ASML Holding ASML: What If The Semiconductor Market Matures In 2050? ASML: I Called The Supercycle - Here's What Comes Next ASML's Ride Won't Last Forever Alphabet, ASML among new Q1 additions at Baron Opportunity Fund; Microsoft exited Nikon to price chip equipment lower than ASML: report