In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT Jensen Huang, CEO of NVIDIA, arrives at a Korean barbecue restaurant for a dinner meeting with SK Group Chairman Chey Tae-won, LG Group Chairman Koo Kwang-mo, and Naver Chairman Lee Hae-jin in Seoul, South Korea, on June 5, 2026. Chris Jung | Nurphoto | Getty Images Nvidia and South Korea's SK are expected to announce a cooperation plan on Monday, with the boss of the U.S. chipmaker saying the ongoing memory shortage would persist for "quite a few years." A spokesperson for SK Hynix said group Chairman Chey Tae-won and Nvidia CEO Jensen Huang plan to brief the media about the plan on Monday morning, confirming a report by Newsis. Huang separately said that Nvidia could make announcements with SK on Monday. "We're working across many industries from AI supercomputers to CPUs to new PCs and robotics. So we are here to plan and maybe tomorrow we have some announcements," he told reporters, without elaborating further. He also said that he did not see an end to memory shortages. "The whole industry supply chain — everything from wafers to packaging to silicon photonics...everything's in short supply because the demand is so high. It is going to persist for several years." Huang was meeting with Chey, SK Hynix CEO Kwak Noh-jung, and other SK executives over fried chicken and beer, known as "chimaek," at the Seoul restaurant Kkanbu Chicken. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Infineon Technologies (XTRA:IFX) is integrating its OPTIGA Trusted Platform Module with NVIDIA's Jetson Thor platform to bring quantum resilient, hardware based security to next generation robotics and Physical AI systems. The company is also joining NVIDIA's MGX AI Factory ecosystem to support power delivery solutions tailored for AI data centers. For you as an investor, this ties Infineon more closely to two fast evolving areas: AI enabled robotics and high performance computing...

秘鲁7日举行总统选举第二轮投票，选民将从右翼政党人民力量党候选人藤森庆子和左翼政党“一起为了秘鲁”候选人罗伯托·桑切斯中选出新一任总统。 当地时间7日7时，投票正式开始，超过2700万选民将从两个竞选组合中选出新总统和副总统。当天17时，全国各投票站将关闭，选举计票工作启动。 在今年4月举行的总统选举首轮投票中，35位总统候选人均不满足首轮胜选要求，藤森庆子和桑切斯分别以17.19%和12.03%的得票率领先并进入第二轮。根据秘鲁选举法，在第二轮投票中得票多者直接当选总统。 藤森庆子现年51岁，是秘鲁前总统阿尔韦托·藤森之女，主张延续亲市场、重投资路线，采取更强硬手段打击犯罪。桑切斯现年57岁，经济上强调调整发展模式、强化国家作用，治安上主张从国家治理和社会政策入手应对犯罪问题。(新华社)

Earnings week ahead: ORCL, ADBE, FCEL, ACB, CHWY, and more (NYSE:ORCL) Seeking Alpha

NicolasMcComber Despite a relatively light earnings calendar, several key companies across technology, retail, consumer goods, housing, energy, and emerging industries are set to report this week, offering investors valuable insight into corporate spending, consumer demand, and broader economic trends. Technology will remain a focal point with results from Oracle Corporation ( ORCL ) and Adobe ( ADBE ), as investors look for updates on cloud adoption, artificial intelligence initiatives, enterprise software spending, and digital transformation trends. In consumer and retail, earnings from Chewy ( CHWY ), Stitch Fix ( SFIX ), Cracker Barrel Old Country Store ( CBRL ), Casey's General Stores ( CASY ), Academy Sports and Outdoors ( ASO ), and Designer Brands ( DBI ) are expected to provide a read on discretionary spending, consumer confidence, pricing dynamics, and demand across both e-commerce and physical retail channels. Housing activity will come into focus through results from Lennar Corporation ( LEN ), one of the largest U.S. homebuilders, with investors assessing the impact of mortgage rates, affordability challenges, and housing demand on the residential real estate market. Consumer staples companies, including The J. M. Smucker Company ( SJM ), The Campbell's Company ( CPB ), and United Natural Foods ( UNFI ), will offer insight into grocery spending trends, food inflation, pricing power, and supply chain conditions. Meanwhile, energy and sustainability-related names such as FuelCell Energy ( FCEL ), Uranium Energy Corp. ( UEC ), and Aurora Cannabis ( ACB ) will provide perspective on alternative energy adoption, nuclear fuel demand, and evolving regulatory and consumer trends. With earnings spanning enterprise technology, consumer spending, housing, energy transition, and emerging mobility, the week ahead should provide another meaningful snapshot of economic activity, business investment trends, and market sentiment as the second quarter progresses. Below i...

格隆汇6月7日｜中美通胀、中国进出口数据出炉，欧央行或转向加息。SpaceX将登陆纳斯达克，募资750亿美元创历史纪录，马斯克距万亿富豪仅一步之遥。苹果WWDC开发者大会被视为“AI兑现时刻”，升级版Siri与折叠屏iPhone或亮相。智谱、MiniMax预计将被纳入恒生科技指数。甲骨文财报出炉，世界杯开幕。 6月8日(周一)： 07:50 日本一季度实际GDP平减指数同比终值 智谱、Minimax预计将纳入恒生科技指数。 6月9日(周二)： 01:00 苹果WWDC开发者大会，升级版Siri或发布 07:00 韩国一季度GDP同比初值 中国5月进出口数据； 工业富联：拟每10派6.5元，6月9日将召开年度股东会。 6月10日(周三)： 09:30 中国5月CPI、PPI数据 20:30 美国5月CPI、核心CPI 21:45 加拿大央行政策利率 日本航天局将发射H3火箭。 6月11日(周四)： 06:00 甲骨文财报电话会 20:15 欧元区公布利率决议 20:45 欧洲央行行长拉加德召开货币政策新闻发布会 20:30 美国5月PPI、美国6月6日当周首次申请失业救济人数 SpaceXIPO最终正式定价，股票将开始发售； SpaceX计划邀请1500名散户投资者参加6月11日举行的大型活动； 世界杯开幕； 甲骨文公布财报。 6月12日(周五)： 老虎国际、富途、长桥：暂停存量投资者账户在中国境内所有品种的新开仓、加仓交易； SpaceX确定上市日期：6月12日； 华为开发者大会6月12-14日举行； Adobe公布财报。 下周待定 中国5月M2货币供应 中国1-5月社会融资规模增量 中国1-5月新增人民币贷款

Key PointsUBS set a target price for Dutch Bros stock that implies a 50% potential upside over the next year.

The rapid growth of satellite networks is creating a global race to build the infrastructure needed to get them into orbit. Launch on Demand founder Burton Catledge is developing what could become the first US-owned commercial spaceport in Latin America, betting that demand for launch capacity will surge as the number of satellites in orbit expands dramatically over the coming decade. McKinsey aerospace expert Ryan Burkardt says existing launch infrastructure is already strained. CSIS aerospace specialist Kari Bingen sees more than just demand driving the opportunity: space could become a new frontier of geopolitical competition as China expands its footprint across Latin America. (Source: Bloomberg)

JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Marvell ( MRVL ) has transformed from a cyclical semiconductor supplier to a strategic player in the emerging AI data center infrastructure landscape. While the most idealistic version of the Marvell thesis is simply that hyperscalers are looking for additional custom AI chips, the best interpretation of this thesis is that, as AI scales, the bottleneck will shift from available raw accelerator supply to the ability to transfer data among accelerators, racks, campuses, and ultimately across geographically distributed data centers. Marvell sits directly within that bottleneck through its growing product portfolio and now an ecosystem position linked to Nvidia ( NVDA ). The stock is no longer cheap. However, I do not believe traditional valuation discipline properly captures the inflection. Marvell just reported record Q1 fiscal 2027 revenue of $2.418 billion, which was up 28% year over year, and management guided Q2 revenue to $2.7 billion at the midpoint, implying a 35% year-over-year growth rate. Importantly, management said that growth should continue accelerating through fiscal 2027, driven by strength in the data center business. The Market Is Paying For A New Marvell The old Marvell was a broad-based semiconductor infrastructure company serving markets for storage, networking, carriers, enterprises, and communications. The new Marvell is fundamentally an AI data center company. Data center revenue in the first quarter of fiscal 2027 was $1.833 billion, up 27% year over year and up 11% sequentially, which represented 76% of the company's overall revenue. While communications and other revenue was strong at $585 million, up 29% year over year, it appears the gravitational center of the company has clearly shifted. This will be important as AI infrastructure continues to become increasingly network-intensive with each new model generation. Larger clusters do not simply need more GPUs or XPUs. They need ...

H2O Adagio IC (F00000JQZE.PA) 最新股票消息和頭條新聞 Yahoo 財經

Nvidia (NASDAQ: NVDA) has been a life-changing investment in this golden era of artificial intelligence (AI). The stock has risen more than 1,070% over the past five years. That turns $10,000 into over $116,680. With AI investments continuing to pour into chips and data centers, it's fair to wonder how much more investors can expect. Could Nvidia, already at a market cap of $4.96 trillion, with a "T," actually double again anytime soon? The idea isn't outlandish at all. Nvidia's next AI chip platform, Vera Rubin, is looming , and it represents a leap forward in data center infrastructure. Here's why Nvidia stock can continue to soar and how long it may realistically take to double from here. Continue reading

Banco BPM is proposing to Banca Monte dei Paschi di Siena a merger deal of “equals,” according to a statement Sunday from the Italian bank. To view the source of this information click here

Domingo Saez Romero/iStock Editorial via Getty Images AI has become the newest battleground on studio lots and union floors, pitting visions of cheaper, faster production against fears that the very soul of filmmaking is up for negotiation. Movie studios have quietly used AI tools for years in visual effects, de-aging actors, and recreating deceased performers' voices and likenesses. The threat of AI to replace human labor was a central flashpoint in the 2023 SAG-AFTRA and WGA strikes. More recently, generative AI has pushed into script development, concept art, and pre-visualization, which prompted the Academy to add new restrictions to how AI is used in movies eligible for Oscar nominations. A flare-up hit the industry this week when Martin Scorsese signed on as an adviser and partner to Black Forest Labs, a German generative-AI startup behind the Flux family of image-generation models. The announcement triggered immediate criticism from parts of the film and art community, including concept artists and illustrators. Scorsese highlighted that he is using the tech to help with storyboarding, noting that for more than 50 years he's struggled to communicate his visual ideas to cast and crew. Scorsese sees the AI tool as an evolution in the filmmaking process, citing his prior adoption of 3D and de-aging technology. Meanwhile, the AI debate may ratchet up to a new level next week at the Tribeca Film Festival in New York when the AI-generated film Dreams of Violets debuts. The feature-length narrative film was completely generated by AI. It is a fictional dramatization of the massacre of Iranian civilians in January 2026, with every image and person generated using AI video tools. Notably, the film cost just $2K to make and used no cameras, lenses, actors, or sets. Director Ash Koosha acknowledged that an AI-generated film about people who actually died "raises difficult questions," while Tribeca co-founder Jane Rosenthal defended the premiere, arguing the film offers ...

Getty Images Over the past couple of years, there has been an increasing trend of companies deciding to hold cryptocurrencies. Some of them have made this space their actual business, such as Bitmine Immersion Technologies ( BMNR ). The company that's looking to own 5% of Ethereum has branched out into other investments as well but is primarily focused on this one particular crypto. On Wednesday, the company announced it would launch a new preferred equity class (BMNP), allowing it to raise even more capital. Previous Coverage of the Name The last time I took a look at Bitmine was back in January, right after the company had announced a new stake in Beast Industries. Management had been looking at ways to branch out and build out a portfolio of investments, so it took a $200 million stake in the YouTube creator's company. As Bitmine has continued to build its Ethereum stake since, the recent fall in cryptocurrency prices has taken a toll on shares. Since that January article, the stock is down more than 41%, while the S&P is up more than 10%. A New Way to Raise Capital To fund its Ethereum purchases, Bitmine has primarily relied on sales of its common stock. As of July 1st, 2025, there were only about 4.3 million shares outstanding. However, based on information from the latest 10-Q filing , that number was up to more than 537 million as of mid-April 2026. That number could be even higher given any further equity sales to facilitate Ethereum purchases. As of that 10-Q filing, there was still around $5.5 billion worth of stock that could be sold under its at-the-market sales program. Last year, we saw fellow crypto holding company Strategy ( MSTR ) issue multiple preferred share classes as a way to raise new capital. The company has raised well over $15 billion since, but that's also put Strategy on the hook for nearly $1.7 billion in annual payments to those preferred holders. Recently, Strategy sold a very small amount of Bitcoin to help with some of those payments...

Lap-by-lap F1 updates from 2pm UK time Antonelli pips Verstappen to pole position You can email John | Sign up for The Recap The drivers championship standings 1. Kimi Antonelli (Mercedes) - 131 points 2. George Russell (Mercedes) - 88 points 3. Charles Leclerc (Ferrari) - 75 points 4. Lewis Hamilton (Ferrari) - 72 points 5. Lando Norris (McLaren) - 58 points 6. Oscar Piastri (McLaren) - 48 points 7. Max Verstappen Red Bull) - 43 points 8. Pierre Gasly (Alpine) - 20 points 9. Ollie Bearman (Haas) - 18 points 10. Liam Lawson (Racing Bulls) - 16 points 11. Franco Colapinto (Alpine) - 15 points 12. Isack Hadjar (Racing Bulls) - 14 points 13. Carlos Sainz (Williams) - 6 points 14. Arvid Lindblad (Racing Bulls) - 5 points 15. Gabriel Bortoleto (Audi) - 2 points 16. Esteban Ocon (Haas) - 1 point 17. Alex Albon (Williams) - 1 point 18. Sergio Perez (Cadillac) - 0 points 19. Nico Hulkenberg (Audi) - 0 points 20. Valtteri Bottas (Cadillac) - 0 points 21. Fernando Alonso (Aston Martin) - 0 points 22. Lance Stroll (Aston Martin) - 0 points 1. Kimi Antonelli (Mercedes) 2. Max Verstappen (Red Bull) 3. Lewis Hamilton (Ferrari) 4. Charles Leclerc (Ferrari) 5. Isack Hadjar (Red Bull) 6. George Russell (Mercedes) 7. Oscar Piastri (McLaren) 8. Lando Norris (McLaren) 9. Pierre Gasly (Alpine) 10. Liam Lawson (Racing Bulls) 11. Alex Albon (Williams) 12. Carlos Sainz (Williams) 13. Nico Hulkenberg (Audi) 14. Franco Colapinto (Alpine) 15. Arvid Lindblad (Racing Bulls) 16. Gabriel Bortoleto (Audi) 17. Esteban Ocon (Haas) 18. Sergio Perez (Cadillac) 19. Ollie Bearman (Haas) 20. Valtteri Bottas (Cadillac) 21. Fernando Alonso (Aston Martin) 22. Lance Stroll (Aston Martin) Continue reading...

Holy Family Catholic primary school says enthusiastic response from parents has been biggest surprise Schools banning pupils from having smartphones are commonplace. But what about a school where pupils ban teachers from using their smartphones, and then get their parents to join in? And not just phones: at Holy Family Catholic primary school in west London teachers are also barred from using laptops, monitors or tablets during the school’s screen-free Mondays, after an idea that came from the pupils themselves. Continue reading...

Video of figures clambering in and out of manholes sparks intrigue – and comparisons with crime-fighting turtles It started in early May. Under cover of darkness, three people pried open a manhole cover in Queens, New York, and clambered down into the sewer. The incident might have gone unnoticed, but the subterranean quest, which was caught on film, captured New Yorkers’ interest when it happened again, and again, in the same month, with two other groups filmed making their way in and out of the sewer system in Brooklyn. The string of events have seen those involved dubbed “mole people” by the local press. Continue reading...

This classic mince dish uses cheap cuts of meat, but is endlessly rich in flavour and can be prepared in many different and delicious ways If I see the word keema on the menu, I’m sold. Literally translating to mince in Hindi and Urdu, as with many such everyday dishes that use inexpensive cuts of meat, it’s rarely much to look at, yet inevitably punches far above its weight in the flavour department. Prepared in many different and delicious ways, consider this basic recipe a good jumping-off point for further experimentation. Prep 15 min Cook 50 min Serves 4 Continue reading...

Game-by-game tennis updates from 2pm UK time You can email Daniel | Sign up for The Hotspot Salut à tous et bienvenue à Roland-Garros 2026 – dernier jour! Broadly speaking, we invented sport because we wanted to know who was the fastest, the strongest and the best. But that was a while ago now, and the behemoth we nurtured now serves an entirely different purpose: in a fragmented, atomised, divided world, sport is company and sport is community, a real-time, real-life friend and family. If we’re sad, lonely or bored, we know sport has our back, caring, nurturing and teaching with gentle omnipresence, asking nothing in return. If we’re happy, in company and engaged, we know sport has our back, caring, nurturing and teaching with gentle omnipresence, asking nothing in return. Continue reading...

英伟达与韩国SK集团预计将于周一公布双方合作规划。这家美国芯片企业负责人表示，当前存储芯片供应紧张的局面还将持续数年。 SK海力士发言人证实，董事长Chey长与英伟达首席执行官黄仁勋定于周一上午向媒体介绍合作计划，该消息也印证了韩国媒体此前的报道。 黄仁勋也另行表示，英伟达将于周一和SK集团一同发布相关消息。 他在接受记者采访时称：“我们的合作覆盖多个领域，包括人工智能超级计算机、中央处理器、新型个人电脑以及机器人技术。此次会面就是为敲定相关规划，明日或将公布具体内容。”他并未透露更多细节。 黄仁勋同时指出，存储芯片短缺问题暂无缓解迹象。 “整个行业供应链，从晶圆、封装到硅光模块等环节均供应不足，根源在于市场需求居高不下。这一紧缺状况还会持续数年。” 此次会面期间，黄仁勋与Chey、SK海力士社长等SK集团高管，在首尔一家炸鸡啤酒店享用韩式炸鸡啤酒套餐并交流洽谈。 责任编辑：何云

Investors choosing between VanEck Bitcoin ETF (CRYPTO:HODL) and Hashdex Nasdaq Crypto Index US ETF (NASDAQ:NCIQ) may choose to weigh the lower costs of a pure bitcoin play against broader multi-asset crypto exposure. These exchange-traded funds (ETFs) offer regulated access to the volatile digital asset market without the complexity of managing private keys or digital wallets. While the VanEck fund provides concentrated exposure to bitcoin price movements, the Hashdex fund tracks a market-cap-weighted index that currently includes both bitcoin and ether. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Continue reading

In this article UL PG UL KMB EPC Follow your favorite stocks CREATE FREE ACCOUNT Mammoth Brands wants to take on traditional consumer packaged goods companies, armed with a portfolio of disruptors in the personal and baby care categories that have won over consumers and retailers alike. For the last decade, upstarts like those owned by Mammoth have challenged the relevance and longstanding dominance of legacy giants like Procter & Gamble , Unilever and Kimberly-Clark . The trend has also played out across packaged food and beverage companies, like Poppi and Olipop taking on Coca-Cola and PepsiCo . Consumers' loyalty no longer draws on just brand recognition. Newcomers can offer shoppers something different: better prices, higher quality or fewer ingredients that scare them. "A lot of these companies call these smaller brands 'ankle biters' — tells you exactly what you need to know about how they view the threat," said Nik Modi, co-head of global consumer and retailer research for RBC Capital Markets. "But I think that they're taking it a lot more seriously. I think it's gotten to a tipping point." With brands like Harry's razors, Lume Deodorant and Coterie diapers, Mammoth is reshaping the consumer goods landscape, and it has ambitious plans. "We're trying to build a leading modern [consumer packaged goods] company, like if Procter & Gamble and Unilever were getting built today," Mammoth co-founder and co-CEO Andy Katz-Mayfield told CNBC. In 2024, Mammoth saw revenue of $835 million and almost $100 million in adjusted earnings before interest, taxes, depreciation and amortization, according to a statement from the company. While legacy consumer giants still dwarf the company with their tens of billions of dollars in annual revenue, Mammoth said it has seen a greater than 20% revenue compound annual growth rate over the prior five years through 2024. Soon, a wider swath of investors could bet on the company's vision. Mammoth is weighing an initial public offering as ...

Aitana Lopez, AI avatar by creative agency The Clueless. | Image: The Clueless This is The Stepback , a weekly newsletter breaking down one essential story from the tech world. For more on AI confusion, follow Robert Hart . The Stepback arrives in our subscribers' inboxes at 8AM ET. Opt in for The Stepback here . How it started At first, AI influencers were relatively easy to identify - and to ignore. Aside from the occasional bursts of hype, they didn't seem to change much about the way social media worked. The earliest virtual influencers - Lil Miquela with her blunt fringe and freckles, Imma with her bubblegum pink bob, and Shudu Gram with her flawless complexion - were obviously digital productions. Collaborations … Read the full story at The Verge.

Image Source/DigitalVision via Getty Images A few days ago, I published an article introducing what I call the "HALO framework: Heavy Assets, Low Obsolescence." The premise was simple: Some of the world's most valuable businesses own physical assets that competitors simply cannot recreate. I highlighted companies such as American Tower ( AMT ), Equinix ( EQIX ), Brookfield Infrastructure ( BIP ) ( BIPC ), Prologis ( PLD ), and VICI Properties ( VICI ), Americold ( COLD ), Lineage ( LINE ), and Lamar Advertising ( LAMR ) because they control assets protected by scarcity, regulation, network effects, and enormous replacement costs. Today, I want to discuss a little-known company that may represent one of the purest HALO opportunities I've found yet. SKYH Investor Deck Sky Harbour Group ( SKYH ) Most investors see a small-cap aviation infrastructure company generating accounting losses. However, I see something entirely different. I see a company assembling long-term control over some of the most irreplaceable airport real estate in the US while creating a development platform that could eventually resemble a specialized infrastructure REIT. If management continues to execute, Sky Harbour may become one of the most compelling wide-moat infrastructure investments available today. In my recent HALO article , I referenced comments from legendary investor Chris Hohn of TCI Fund Management. He observed, "There are many, many moats. One, which most people don't look at, actually, is irreplaceable physical assets." He later expanded on that idea while discussing airports: "They'll never build a second airport at Madrid. These are natural monopolies." That observation is remarkably important because investors spend enormous amounts of time searching for software advantages, patents, brands, and intellectual property, yet some of the strongest competitive advantages arise from physical scarcity. At first glance, Sky Harbour appears to be a hangar developer. However, that descri...

vadimrysev/iStock via Getty Images Thesis Bonterra Energy ( BNEFF ) is a Canadian micro-cap oil producer that holds assets in northwest Canada. I last covered the company in 2024, so quite a few things have changed . Since then, the company has shifted its investment focus from small (yet reliable) wells in the Cardium to higher yield plays in the Montney and Charlie Lake basins. Both of these are developing plays with significant upside. However, this has resulted in the company stacking on elevated debt levels, putting some stress on the balance sheet. This current upcycle allows the company to achieve both growth and solid financial stewardship, making it a critical point for the company. The company's Charlie Lake assets have tremendous return potential, paying back in less than 8 months at $70 WTI pricing. Funding the development of this asset paves the way for a rebirth of profitability and renewed balance sheet strength. The company combines this strong profitability with the ability to convert high debt into higher shareholder value. The risks associated with small-scale producers are offset through a significant discount to the net present value of available inventory. Adding all of these factors together creates an opportunity worthy of a Strong Buy recommendation. Note: All dollar values are expressed in CAD with the exception of crude oil prices. Who is Bonterra Energy? With the knowledge that I haven't covered this company in over two years, I believe investors are owed a slight refresh on the topic. BNEFF's operations are split across three different operating regions. The bulk of the company's acreage sits in the Cardium play. Sometime after my previous coverage, BNEFF acquired starting positions in both the Montney and Charlie Lake. These two regions differ rather significantly from the company's traditional production in both production volumes and required capital investment. Operational Map (BNEFF Investor Presentation) While the Cardium displayed...

Prediction: Micron Technology stock could go parabolic after June 24. Here's why. MSN

England take less than a session on the fourth day of the first Test against New Zealand to begin their post-Ashes rebuild with a much-needed victory.

Bet-David said Bitcoin could go down to $30,000 or up to $130,000 on macro shifts, while Tom Ellsworth said Saylor's paper loss is meaningless until he sells.

Key PointsVanguard Information Technology ETF offers a significantly lower expense ratio and higher assets under management (AUM) than the Roundhill Investments - Generative AI & Technology ETF.