Key Points The company's HA gas turbines hit an important operational milestone. This was due, at least in part, to the power generation needs of facilities like data centers. 10 stocks we like better than GE Vernova › GE Vernova (NYSE: GEV) stock had a good start to the holiday-shortened trading week. The sprawling energy company is the largest gas turbine manufacturer in the world, and had positive news to share about these products. In reaction, investors traded the company's stock up by more than 3% on Tuesday. 4 million reasons to be cheerful Before market open, GE Vernova announced that its H-class gas turbine fleet surpassed 4 million commercial operating hours. The class, comprised of the 7HA and 9HA ultra-high-efficiency turbines, was introduced in 2016. Since then, the fleet has expanded to 128 units operating in 21 countries worldwide. All told, they have generated roughly 74 gigawatts of power plant capacity. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » In the press release touting this feat, GE Vernova quoted the CEO of its power segment, Eric Gray, as saying that "This milestone reflects the confidence our customers have placed in GE Vernova's HA technology and its established role in supporting flexible power generation around the world." He added that "as electricity demand rises and energy security is seen as national security, customers are increasingly focused on solutions that can deliver reliable, efficient, and more flexible power." Quite a money spinner Gas turbines are crucial to GE Vernova. Last year, more than half of the energy specialist's total orders were booked by its Power unit, which specializes in different types of turbines. In its press release, the company noted that the significant power needs of facilities like data centers are driving demand for such prod...

Meanwhile, the committee's report raised concerns several "vital" recommendations previously made by the Law Commission, which would make it easier for leaseholders to convert to commonhold, were missing from the draft bill.

Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Think you're saving enough for your kids? You might be dangerously off — see why Investor Ross Gerber of Gerber Kawasaki , one of the earlier backers of the EV giant and now a vocal critic of the brand, earlier shared that the brand is “permanently damaged,” while investor Cathie Wood , who is the CEO of Ark Invest , acknowledged that the brand had been negatively impacted last year. Musk was instrumental in Trump’s re-election bid, donating over $250 million to the campaign in the run-up to the 2024 Presidential election. However, he has also received widespread criticism over his ties to right-wing politics. Concerns about damage to Tesla’s brand have been shared by experts following Musk’s political activism and his close associations with the President Donald Trump administration. The Model Y has repeatedly topped sales charts, with the crossover SUV emerging as the best-selling car globally in 2023, 2024 and 2025, as well as being the best-selling EV in the U.S. and in California during the first quarter of 2026. Quoting a post by user James Stephenson on X , who hailed the Tesla Model Y’s position as the best-selling EV across multiple markets, Musk seemingly reaffirmed the EV giant’s position in the global market. “Product >> Brand,” Musk said in the post. Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Story...

Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, professional financial guidance, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Think you're saving enough for your kids? You might be dangerously off — see why Investor Ross Gerber of Gerber Kawasaki , one of the earlier backers of the EV giant and now a vocal critic of the brand, earlier shared that the brand is “permanently damaged,” while investor Cathie Wood , who is the CEO of Ark Invest , acknowledged that the brand had been negatively impacted last year. Musk was instrumental in Trump’s re-election bid, donating over $250 million to the campaign in the run-up to the 2024 Presidential election. However, he has also received widespread criticism over his ties to right-wing politics. Concerns about damage to Tesla’s brand have been shared by experts following Musk’s political activism and his close associations with the President Donald Trump administration. The Model Y has repeatedly topped sales charts, with the crossover SUV emerging as the best-selling car globally in 2023, 2024 and 2025, as well as being the best-selling EV in the U.S. and in California during the first quarter of 2026. Quoting a post by user James Stephenson on X , who hailed the Tesla Model Y’s position as the best-selling EV across multiple markets, Musk seemingly reaffirmed the EV giant’s position in the global market. “Product >> Brand,” Musk said in the post. Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Story...

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：靠“卖PPT”和“雇高材生”躺赚的时代终结了。当AI几秒钟就能搞定研究报告，谁还会为咨询公司昂贵的“初级人工”买单？金字塔模式正在崩塌，实干家正从学院派手中夺走话语权。文章来自编译。 扫一眼新闻标题，你很难责怪人们为什么会认为人工智能预示着咨询行业的末日。诚然，人工智能正在让大部分知识型工作实现自动化，但它只是众多的冲击力量之一。多股力量正汇聚成一场“完美风暴”，给大型咨询公司沿用已久的商业模式带来直接冲击。 高利率与宏观经济波动收紧了专业服务的预算，迫使企业高管们开始严审咨询开支。与此同时，客户对咨询公司的需求也发生了翻天覆地的变化。他们现在要求每一分钱都要看到回报。他们不再仅仅满足于宏观战略，也不再需要精美的 PPT、庞大的数据库或研究报告——而这些曾是传统咨询公司的核心价值所在。如今，大语言模型（LLM）几秒钟内就能生成这些内容。领导者们现在需要的是针对其业务定制的、可执行的解决方案，以及由具备专业背景和相关经验的专家提供的实操落地支持。 这些汇聚而来的压力和转型浪潮正像重锤一样，砸向传统咨询公司的“金字塔模型”，而这些公司正艰难地试图适应这一变化。 预警信号已十分明显。各大咨询公司已经冻结了新员工的起薪。据《华尔街日报》报道，麦肯锡（McKinsey）已裁员超过 11%，理由是人工智能影响了项目的选人与交付方式。 一些观察人士认为，咨询行业以及长期占据统治地位的老牌公司只会随之进化。《哈佛商业评论》的一项分析指出，咨询公司可能会抛弃传统的金字塔结构，转向由少数资深专业人士组成的更精简的结构。 这个预测大致上是正确的。大公司确实已被迫重新审视其运营方式。然而，公众评论低估了这场转型的难度之大、耗时之长，以及它所创造的竞争机遇。 崩塌的金字塔 这个金字塔不仅仅是一张组织架构图，它更是咨询商业模式的财务引擎。合伙人位于塔尖，负责谈业务；经理位于中层，负责监督项目；而初级顾问团队则负责调研、分析和制作幻灯片。 但是，如果机器能瞬间生成质量更高的内容，客户凭什么还要为初级员工的工作支付每小时 300 到 500 美元的费用？哈佛商学院的一项研究显示，与人类相比，AI 完成任务的速度快 25%，质量高 40%。而且，这种效率提升只会持续增长。 金字塔结构只有在公...

灣仔有酒吧發生傷人案，一名女子受傷清醒送院。 凌晨四時許，警方接報指告士打道229號一間樓上酒吧，有九人持鐵棍襲擊兩男一女，之後他們逃離現場。一名女子面部受傷，送院治理。 警方列傷人案處理，暫時未有人被捕。

A Hong Kong medical technology firm manufacturing tailor-made body implants will expand research initiatives and explore setting up a factory in Central Asia, in a further collaboration which one expert said could also benefit the city. Koln 3D, Hong Kong’s first orthopaedic and metal component printing technology company, revealed its plan ahead of Chief Executive John Lee Ka-chiu’s coming visit to the region early next month. “For me, Central Asian countries are like Saudi Arabia 20 to 30 years ago. They are rich in oil and minerals, and will develop well in the future,” said Edmond Yau Wing-fung, the company’s founder and CEO. Advertisement “We hope to leverage our advanced technology to help [patients in] one country first, and gradually expand to the whole region.” Lee earlier announced that he would lead the largest-ever delegation of the current administration, consisting of more than 30 local business leaders and around 30 mainland Chinese entrepreneurs, to Kazakhstan and Uzbekistan in early June. Advertisement Yau will be among the delegates and is expected to sign a memorandum of understanding (MOU) with the National Research Oncology Centre of Kazakhstan, the country’s leading cancer research institute.

中美元首在北京會談後，雙方贊同構建「中美建設性戰略穩定關係」。外媒分析指，近期特朗普對中方釋出友善訊號，而對印度態度卻不如以往，令印度擔憂，可能令其嘗試改善跟中國的關係。 ▍ 美印關係轉變 《紐約時報》 指出，21世紀初以來，美國政黨都傾向與印度增進關係。在特朗普的首屆總統任期內，他也曾指出，印度將永遠「在我們心中佔據特殊位置」，但這個傳統如今卻被特朗普本人打破。 去年，印度與巴基斯坦爆發武裝衝突，之後停火。特朗普稱，自己對促成停火至關重要，但印度總理莫迪堅稱是印巴自行化解危機，並非美方功勞，又拒絕提名特朗普為諾貝爾和平獎候選人。 報道分析指，對諾貝爾和平獎「充滿執念」的特朗普因而十分生氣，其後他對印度商品徵收百分之50的關稅，試圖打擊印度經濟。而兩國今年2月達成的臨時貿易協議，條款亦對印度不友善。 ▍ 中美構建新關係 引印度注意 《紐約時報》又指，特朗普向中國示好，亦引發印度擔憂。印度官員已注意到，特朗普早前在北京接受傳媒訪問時，以「G2」一詞形容中美關係，意指「兩個偉大國家」。 同時，中美近期又宣布同意建立「建設性戰略穩定關係」，作為中美關係新定位。報道引述專門研究中印關係的專家指，印度很想知道兩國建立這種關係到底有何意味。 ▍ 中印關係或現轉機？ 報道又引述另一位學者指，印度對美印關係的未來走向感到憂慮，這促使印度改善跟中國的關係。 在2020年，中印兩國軍隊在喜馬拉雅山邊境發生衝突後，雙方關係惡化。不過，近期兩國互相放寬簽證限制，印方亦在探討會否容許中國在印度經濟的非敏感領域中作更多投資。學者指，兩國都希望跟對方建立更穩定的關係。 但學者同時指出，2020年喜馬拉雅山邊境的衝突，對中印關係造成巨大裂痕，未必因而完全化解。報道也指，不少印度官員認為應繼續推行「戰略自主」策略，即跟任何大國都保持一定距離。 (旁述由AI生成)

Donny DBM/iStock via Getty Images After a strong start in January the market corrected largely due to the Strait of Hormuz crisis. Technology was the quarter's worst-performing S&P 500 sector, especially software-related companies which suffered from AI disruption fears, excessive stock-based compensation and high valuations. Adding to that were monetization concerns over a sizable increase in "hyperscaler" capital expenditures in excess of $660 billion. The conflict in Iran and resulting Strait of Hormuz shutdown effectively halted shipping of 20.5-21 million barrels per day of crude oil and refined products that pass through what is one of the world's most critical commodity corridors. This boosted energy, the best performing sector. Value outperformed growth with the Russell 1000 Value Index advancing 2.10% compared to a decline of 9.78% for the Russell 1000 Growth Index. Defense Spending on the Rise Geopolitical uncertainties over the last several years have brought about steadily increasing defense budgets, particularly in the United States which saw an increase from $715 billion in 2020 to just under $850 billion in 2025. For the first time ever, the 2026 budget exceeds $1 trillion. These increases have been driven by events like the Russia-Ukraine conflict as well as the war in Israel. Most recently, the US proposed a $1.5 trillion defense budget for 2027, citing factors like increasing global threats and the need for more domestic defense infrastructure. Lockheed Martin ( LMT ), Northrop Grumman ( NOC ) and RTX ( RTX ) stand to be among the largest beneficiaries of rising defense budgets, as all three are prime contractors for the US's proposed $185 billion "Golden Dome" nationwide missile defense system. General Dynamics ( GD ), meanwhile, serves as the prime contractor for the nation's $65.8 billion naval modernization effort. Boeing ( BA ) should see consistent revenue following their award of the F-47 next-generation aircraft contract, which is particula...

Key Points The S&P 500 has been climbing for eight weeks as investors feel more optimistic about stocks. The index has already gained more than 70% over the past three calendar years. 10 stocks we like better than S&P 500 Index › The S&P 500 has soared over the past three years amid expectations that artificial intelligence (AI) will represent the next big moment in technology. Investors rushed to get in on these stocks and other growth players, and that helped the index climb 78% over the three calendar years. The first quarter marked a pause in this momentum as investors worried about turmoil in Iran as well as the rapidity and depth of tech companies' AI spending -- but in recent weeks, the positive movement has returned. Investors are optimistic that a resolution in Iran is on the way, and strong earnings reports from tech companies and comments about high demand for AI have eased concerns about the long-term AI story. All of this has boosted the performance of stocks and the major indexes. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » In fact, the S&P 500 just did something for the first time in nearly 30 years. And history says this may happen next. AI stocks drive gains Before we take a look at the S&P 500's move, though, let's dive deeper into the index's ups and downs over the past year or so. As mentioned, AI stocks have driven much of the gain. Investors rushed to get in on these players during the early days of the AI story to fully benefit as the technology developed. During this stage, customers turned to AI companies such as chip giant Nvidia and cloud player Alphabet to access the capacity needed to train their large language models. These companies were among the first winners of the AI boom, as they very quickly generated revenue from their AI investments. Meanwhile, this boom ...

That change was announced just before the outbreak of the conflict in Iran. However the cap from July to September will reflect the 25% increase in the global price of gas caused by the war, particularly the effective closure of the Strait of Hormuz.

ismagilov/iStock via Getty Images FuelCell Energy ( FCEL ), for me, is the stock where the story looks stronger than the actual business. I am not saying that this is an empty hydrogen company. Technology is real, clean power is logical, and AI data center electricity demand gives the company a better narrative in my opinion. But at the same time, it is a problem. FCEL currently is the company where pipeline needs to become contracts, contracts into revenues, revenues into gross profit, and gross profit in the end into real cash flow. For me, there are too many steps for this to become a bull thesis. Until FCEL shows a clearer path to profitable growth, I doubt that promises could be worth such a premium. The AI data center narrative is the strongest bull argument after backlog, but at the same time I believe it is overvalued. Data centers need a reliable source of electricity; uptime is also critically important, while U.S. grid problems are becoming more and more of a talking point nowadays. So, I understand that investors want to connect FCEL with AI infrastructure trade. The problem is that this connection is more of a potential, in my opinion, than a proven financial result. The company talks about more than 1.5 GW of new commercial offerings and SDCL cooperation, which could take up to 450 MW of data center and mission-critical power projects. It sounds excellent, but proposals do not mean revenue, and collaboration is not a final signed contract either. Simply, in my opinion, the market is trying to price in faster than the facts keep showing up. But we need to separate and see the line between a good story and a good stock, in my opinion. While the company is talking about more than 1.5 GW of new commercial offers and the SDCL partnership, which can be up to 450 MW of data center and mission-critical power projects. This sounds perfect, and I understand that many jumped on this as a picks and shovels strategy, but sadly, proposals are not revenue. I believe ...

路透一项调查显示，分析师认为，人工智能的蓬勃发展和强劲的企业盈利将继续推动日本日经指数创下历史新高。 路透调查的预测中值显示，日经225指数周一触及65408.87点的历史新高后，有望在明年年底前达到69000点的历史新高。该指数周二收于64996.09点。 接受调查的分析师对日经225指数2026年底的预测中值为62800点，然而，由于市场对伊朗冲突短期内结束的乐观情绪升温，该指数自5月20日触及59292.25点的低点以来已上涨近10%，推动科技股实现两位数涨幅。在此期间，专注于人工智能初创企业投资的 软银 集团股价飙升超过60%。 野村证券宏观研究主管Yunosuke Ikeda看好日本股市，但日经指数的上涨速度已超过他此前预测的今年年底63000点和一年后65000点。 他表示，作为预测者，这波涨势“实在太猛烈，难以跟上”。 在另一项调查中，12位受访者中有7位表示，他们对人工智能推动股市表现的看法与三个月前基本持平。其余5位则表示更加乐观。 日经225指数在过去两年飙升近70%，涨幅超过美国和欧洲基准指数。 在对年底日经指数的16项预测中，只有4项低于60000点。在看空日经指数的分析师中，IG Markets分析师托尼·西卡莫尔预测，到12月底，日经指数将跌至55000点。 受访者对未来三个月内股市回调（通常定义为下跌10%或以上）的可能性看法不一，六位受访者认为“可能”或“极有可能”，而五位受访者则认为“不太可能”。 索尼 金融首席经济学家Hiroshi Watanabe认为日经指数到2027年底将达到70000点，他属于后者，但补充说，5%至10%的回调“可能会频繁发生”。 责任编辑：于健 SF069

【重磅】 别错过！全球股市迎来“芯片牛”，立即开户跟进>> 【相关阅读】 美股芯片半导体大爆发！美光科技、AMD、闪迪、希捷科技、西部数据、高通等创新高 美股涨疯了！纳指、标普再创历史新高，美光暴涨19%跻身万亿俱乐部 北京时间周二（5月26日），标普500指数和纳指再创新高，分别涨0.61%和1.19%，道指跌0.23%。 芯片股表现强劲，费城半导体指数涨5.53%，刷新历史新高。 存储芯片巨头美光科技收盘猛涨超19%，创2011年11月以来最大单日涨幅，总市值首次突破1万亿美元。 今年以来，美光科技累计涨幅达210%。 美光科技由此成为继英伟达、微软、台积电、博通等巨头之后，全球半导体行业又一加入“万亿美元俱乐部”的公司。据财联社报道，瑞银将美光目标价从535美元上调至1625美元， 即认为有超过100%的上行空间 。 西部数据涨超8%，闪迪、超威半导体涨超7%，科天半导体、迈威尔科技涨超6%，高通、希捷科技涨4%，英特尔涨逾3%。 太空概念股Rocket Lab涨超5%，续创新高。光通信概念股Ciena涨超3%，股价首次站上600美元。 中概股多数上涨，纳斯达克中国金龙指数涨0.57%。富途控股涨近20%，盛美半导体涨近18%，欢聚涨超17%，老虎证券涨近15%，奇富科技涨超8%，小鹏汽车、网易涨6%左右，小马智行、腾讯音乐涨超4%。下跌方面，金山云跌超8%，名创优品跌逾4%。 大宗商品方面，国际油价涨跌不一，WTI原油昨夜收跌2.81%，布油期货反弹收涨3.6%。 黄金大幅下跌。 现货黄金失守4500美元/盎司 ，现货白银小幅上涨。对于可能实施减产的担忧，叠加中东地区持续的供应扰动影响，LME期铝涨0.8%，盘中曾创逾四年新高。 加密货币全线下跌， 比特币跌破76000美元 ，截至北京时间27日6：20，近24小时跌超2%。以太坊、SOL均跌约2%，HYPE跌超4%，全球超9.7万人被爆仓 ，爆仓总金额近3.5亿美元。 消息面上，据央视新闻报道， 伊朗伊斯兰革命卫队海军副司令穆罕默德·阿克巴尔扎德当地时间26日晚间表示，美国和欧洲经济高度依赖能源价格，并容易受到地区局势变化影响，这种压力杠杆使美国在与伊朗达成协议问题上处于“请求”的地位。 据央视新闻报道， 伊朗伊斯兰革命卫队海军公共关系部发布消息称，过去24小时内，包括油轮、集装箱船和其他商船在内的25艘船...

来源：华尔街情报圈 市场正在“重新习惯战争”，习惯高油价，习惯高利率，习惯美股创新高。在高位“习惯风险”之后， 某 一天突然失去平衡。 双方连夜交火后，反常的一幕发生了： - 原油、美元小幅反弹； 黄金 、美国国债、比特币小幅下跌； - 此时最魔幻的依然是美股。道指跌了（代表传统经济、工业、周期股在为高油价和高利率买单），但标普和纳指在 半导体 动量的惯性下还在刷历史新高。但这其实是广度极差的“虚假繁荣”。 市场并没有恐慌。 第一，美伊在霍尔木兹海峡附近开火，市场对达成和平协议的希望时起时落。但市场依旧保持了乐观，因为油价仅仅是收复了周一约一半的跌幅。美伊的交火，本质上是框架协议正式签署前的“极限施压”与筹码争夺。 美方称，周一晚间在伊朗南部进行了自卫性打击，目标是 导弹 发射场和试图布雷的船只；而伊朗则表示，在F-35战斗机和数架无人机进入伊朗领空后，他们向其开火。 《华尔街日报》引述知情人士消息分析报道称，伊朗基本摆脱了与美军夜间冲突的影响，周二仍留在谈判桌上。伊朗一直在寻求经济援助，希望重新掌控西方冻结的1000亿美元资产中的一部分，并重新获得进入世界 石油 市场的机会。 第二，10年期美债收益率逼近4.5%水平，油价仍旧在100美元下方——警报尚未升级，人们在慢慢适应越来越危险的环境。 第三，值得留意的是，美联储官员提到油价的两个数字“100美元、90美元”。油价跌破了100美元，市场松了一口气，但美联储并没有松。市场盯的是“油价有没有失控”，美联储盯的是“高油价会不会停留太久”，两者逻辑并不一样。 芝加哥联储主席古尔斯比在接受福克斯新闻 采访 时表示，如果油价连续数月维持在每桶90美元、100美元以上，那么我们就必须把这一点纳入我们的计算中。能源价格上涨最终可能会外溢，导致机票和食品价格上涨。

The Blackwell systems will be installed at its Texas data center. In this photo illustration, the IREN Limited logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Commissioning for the project is slated to begin in early 2027. The cloud contract is projected to increase IREN’s annualized run-rate revenue (ARR) from $3.7 billion to $4.4 billion. 14 analysts have a 12-month price target of $75, representing nearly 26% upside from Tuesday’s closing price. IREN Limited (IREN) share price gained nearly 1% after-hours after the company finalized a $1.6 billion purchase agreement with Dell Technologies for advanced, air-cooled Blackwell systems. The hardware procurement is designed to support a previously announced five-year, $3.4 billion AI cloud contract with Nvidia. The multi-billion-dollar acquisition includes GPUs, servers, storage, networking components, integration services and ancillary equipment, with payment structured on a post-shipment basis. Read Next Loading... Loading... The air-cooled systems will be integrated into the infrastructure at IREN’s Childress, Texas data center campus. Commissioning for the project is slated to begin in early 2027. Company executives stated that the transaction aims to accelerate "time-to-compute," which they identify as a primary constraint facing the artificial intelligence sector. "Securing capacity and accelerating commissioning are our top priorities in a market where time-to-compute is everything," said Daniel Roberts, co-founder and co-CEO of IREN in a press release. Roberts added that owning the physical infrastructure, operational capabilities and computing layers allows the firm to scale effectively for enterprise clients and hyperscalers. Once fully commissioned, the new A...

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技术、新观点、新风向。 编者按：收入翻三倍也救不了现金流？当编程智能体跑赢了效率，却撞上了光刻机产能和电网的南墙。算力限购与涨价潮正在路上，这不只是AI实验室的亏损危机，最终可能也要每一位用户来买单。文章来自编译。 去年年底，一场新的 AI 狂热拉开了序幕。这一次，站在舞台中央的是“编程智能体”（coding agents）。 人们开始宣称编程进入了新纪元，诸如此类的陈词滥调不绝于耳。 很难形容在过去的两个月里，AI 给编程带来了多么巨大的变化：这种变化并非那种“循序渐进”的常规进展，而是特指刚刚过去的这个 12 月。虽然还有一些前提和限制（asterisks），但在我看来，编程智能体（Coding Agents）在 12 月之前基本上是不可用的，而自那以后基本可以胜任了——模型的质量、长期连贯性和韧性都有了显著提升，它们能够攻克大型且长期的任务，其表现已足以对默认的编程工作流产生颠覆性的影响。 几个月后，我们手里拥有的不再仅仅是口头上的宣称。我们拿到了数据。而这些数据表明，市场正在发生一些非同寻常的变化。 编程智能体是第一款让用户愿意大规模、持续性付费的 AI 产品，因为它可以直接提升工作效率。虽然现在断言企业正全面用智能体取代整个业务流程还为时尚早，但算力需求的增长速度已经超过了任何人的建设速度。 接下来，我会聊聊为什么当下的情形与以往不同，为什么没人已为此做好了准备，以及我个人的一些感悟。 数据说明一切 OpenAI 和 Anthropic 也许很快就会 IPO。正因如此，它们才急于展示其收入增长的速度有多惊人。 这笔金额极其巨大。 Anthropic 的收入自年初以来已经翻了三倍。要知道，它已经是一家大公司了，通常体量越大，维持同等增速就越难，所以这一表现确实令人惊叹。 左为 OpenAI年化收入，右为 Anthropic年化收入。 即使在过去的繁荣时期，也没人能跑出这样的数据（当然，这有一个前提条件，详见下文）。疫情期间的 Zoom、刚上市时的谷歌，或是趁着加密货币热潮大赚佣金的 Coinbase。这些公司当时的规模只有 Anthropic 的五到十分之一，且处于特殊环境下，但它们的增长速度依然略逊一筹！ 大公司增长最快的年份。仅统计已成规模的公司。对比年初与年末的收入。 前提条...

Meta (META) co-founder and jujitsu devotee Mark Zuckerberg has all the characteristics of strong leaders and sports icons, says the king of the octagon and Meta board member, Dana White. The buzz: In a feature profile for Time, the UFC boss said he admires Zuckerberg’s smarts, competitive juices, and ability to keep time on meetings. He placed Zuck — who posted his grueling Murph workout on Instagram on Monday — in the same category of leaders as President Trump, billionaire activist investor Carl Icahn, and NBA legend Michael Jordan. “What I didn’t realize about Mark until I got on the board is Zuckerberg might be one of the biggest killers in the history of killers,” White said in the interview. White joined Meta’s board in January 2025, a move seen at the time as cozying up to Trump. White is a longtime friend of the president. Zuckerberg can’t claim that closeness with the president, although the relationship between the two appears to have thawed. Meta didn’t return Yahoo Finance’s request for comment. What’s behind the comments: Zuck is sure showing that ruthless side this year. Meta is cutting 10% of its employee count in a push to use artificial intelligence to drive better profits. The workforce cut equates to about 8,000 workers. Furthermore, Meta aggressively raised its full-year capital expenditure forecast to a staggering $125 billion to $145 billion, up from its previous projection of $115 billion to $135 billion. The move stunned Wall Street when it came on Meta’s late April earnings release. The stock was hammered and has since treaded water. The bottom line: It’s unclear how White’s comments will play in the next Meta board meeting. A ruthless Zuck could pay dividends for Meta over time, although the market isn’t liking that approach right now. Brian Sozzi is Yahoo Finance's Executive Editor and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinan...

SQM reported a sharp increase in first-quarter profit and raised its annual lithium sales forecast as robust demand from battery storage systems helps drive a recovery in prices. The Chilean producer delivered faster-than-expected earnings growth on lithium sales volume of 69,000 metric tons, operating “at full capacity” to meet demand. It now expects sales volumes to increase about 15% this year, up from a prior 10% forecast. The results are among the strongest since the peak of the lithium boom in 2022, following two years of collapsing prices that forced producers across the industry to cut costs, delay projects and idle capacity. The recovery comes as rising demand from energy storage and electric vehicles tightens global lithium markets. “After these strong results, we see lithium momentum continuing into the coming quarters,” Citigroup analysts including Felipe Flores wrote in a note to clients. US-listed depository receipts of SQM fell 0.8% at 9:34 a.m. in New York. SQM is ramping up production with management emphasizing a strategy focused on maximizing output and maintaining low costs rather than attempting to restrict supply to support prices. Global lithium demand could exceed 1.9 million tons this year, driven in part by rapid growth in battery energy storage systems, Chief Executive Officer Ricardo Ramos said in the statement. “Market dynamics continue to suggest a tight balance between supply and demand,” he said. “The positive pricing trend seen in recent months could continue in the short term.” Read More: Codelco and SQM Budget $3 Billion for Lithium Project in Chile For the three months through March, SQM posted earnings before interest, taxes, depreciation and amortization of $837 million, more than double the year-ago level. Revenue climbed to $1.8 billion. Analysts are expected to press management on pricing trends on a call later Wednesday as soaring energy demand from data centers sets the stage for mega installations of batteries to global gr...

格隆汇5月27日｜据央视财经，针对隔夜的油价走势，有市场人士提醒，短期的价格波动并不等于供应风险已经完全解除。随着冲突持续，全球石油库存仍在下降，而供应压力也已经开始从原油市场，传导到亚洲的石化产业链。而在亚洲，供应压力不仅体现在原油市场，也正在传导到原油炼化后的关键原料：也就是石脑油。石脑油是很多化工产品的基础原料，因此也有人类比，将它称为是工业领域的“面粉”或者“大米”。英国咨询机构牛津经济研究院指出：日本和韩国是受当前供应短缺影响最大的国家。在韩国，石脑油短缺已经开始向石化产业链传导。《纽约时报》的报道指出，部分韩国的石化巨头被迫大幅下调开工率；一些化工生产商也因原料不足，无法按约向大型汽车和电子制造商交货，并宣布相关出货受到“不可抗力”影响。另外还有分析称韩国的半导体产业也受到了石脑油短缺影响。在因中东战事和霍尔木兹海峡航运持续“梗阻”导致的石脑油短缺最为严重的国家之一——日本，影响已蔓延至多个行业。石脑油短缺正不断推高塑料包装材料和印刷油墨价格。在日本一家鱼肉制品加工店，原本单个约15日元的真空包装袋，进价目前已上涨至18日元左右。由于包装材料价格上涨，日本6月起或再现食品“涨价潮”。

格隆汇5月27日｜据伊朗塔斯尼姆通讯社，伊朗最高国家安全委员会副秘书阿里·巴盖里·卡尼在第十四届莫斯科国际安全会议期间与伊拉克国家安全顾问卡西姆·阿拉吉举行会晤。巴盖里·卡尼呼吁巴格达采取行动，确保伊拉克的领土和领空不被用于威胁或攻击伊朗。据报道，巴盖里·卡尼表示，必须消除此类威胁的根源，并补充说，伊朗仍准备与伊拉克积极合作解决这一问题。

标普500、纳指创新高，半导体指数五连涨，美光飙涨20%、市值破万亿美元，闪迪一度飙升约11%，高通盘中涨近8%。 美媒称美国悄然恢复霍尔木兹海峡护航，美军否认，油运风险远未解除。伊朗谴责美国“违反停火协议”，解冻海外资金仍为谈判主要分歧。伊朗总统：已准备好达成“有尊严的”框架协议，毫不动摇捍卫领土与国家主权。 美光市值破1万亿美元，收涨19.3%，创2011年以来最大单日涨幅。瑞银给出1600美元天价目标：LTA或撑起1.8万亿美元市值。 五角大楼被SpaceX掐咽喉：星链坐地起价涨五倍，双方激烈争执，马斯克否认。 SpaceX IPO埋下“治理核弹”：马斯克几乎不可被罢免，股东维权门槛高达525亿美元。 韩股周二迎来三星、SK海力士两倍杠杆ETF，单日涨跌幅可达60%。 小米Q1营收991亿元超预期，宣布200亿港元新回购计划；电话会：内存成本短期难降，“做最后涨价、涨幅最小的企业”。 提醒：北京时间周三早间将公布中国4月规模以上工业企业利润。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

Explore the exciting world of Deckers Outdoor (NYSE: DECK) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of April 8, 2026. The video was published on May 26, 2026. Should you buy stock in Deckers Outdoor right now? Before you buy stock in Deckers Outdoor, consider this: Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Deckers Outdoor wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $477,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,320,088!* Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 26, 2026. Anand Chokkavelu has no position in any of the stocks mentioned. Dan Caplinger has no position in any of the stocks mentioned. Jason Hall has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Deckers Outdoor. The Motley Fool has a disclosure policy. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Amazon.com, Inc. (NASDAQ:AMZN) VP Shelley Reynolds sold 2,363 shares of the business's stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $262.38, for a total transaction of $620,003.94. Following the transaction, the vice president owned 119,780 shares of the company's stock, valued at approximately $31,427,876.40. This represents a 1.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Get Amazon.com alerts: Sign Up Amazon.com Trading Down 0.4% AMZN traded down $1.03 during mid-day trading on Tuesday, hitting $265.29. The stock had a trading volume of 37,952,955 shares, compared to its average volume of 48,463,938. The stock's fifty day simple moving average is $240.63 and its 200-day simple moving average is $231.82. The firm has a market capitalization of $2.85 trillion, a price-to-earnings ratio of 31.73, a price-to-earnings-growth ratio of 1.99 and a beta of 1.46. Amazon.com, Inc. has a 1-year low of $196.00 and a 1-year high of $278.56. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.18 and a quick ratio of 1.01. Amazon.com (NASDAQ:AMZN - Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The e-commerce giant reported $2.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.63 by $1.15. The company had revenue of $181.52 billion during the quarter, compared to analyst estimates of $177.28 billion. Amazon.com had a net margin of 12.22% and a return on equity of 19.92%. The firm's revenue was up 16.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.59 EPS. As a group, research analysts forecast that Amazon.com, Inc. will post 7.71 EPS for the current fiscal year. Hedge Funds Weigh In On Amazon.com Several hedge funds have ...

Amazon.com, Inc. (NASDAQ:AMZN) CEO Douglas Herrington sold 6,370 shares of the stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $262.39, for a total transaction of $1,671,424.30. Following the completion of the transaction, the chief executive officer owned 486,527 shares in the company, valued at $127,659,819.53. The trade was a 1.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Get Amazon.com alerts: Sign Up Amazon.com Stock Performance Shares of Amazon.com stock traded down $1.03 on Tuesday, hitting $265.29. 37,952,955 shares of the company's stock were exchanged, compared to its average volume of 48,463,938. Amazon.com, Inc. has a 1 year low of $196.00 and a 1 year high of $278.56. The company has a 50-day simple moving average of $240.63 and a 200-day simple moving average of $231.82. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.01 and a current ratio of 1.18. The stock has a market capitalization of $2.85 trillion, a PE ratio of 31.73, a PEG ratio of 1.99 and a beta of 1.46. Amazon.com (NASDAQ:AMZN - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The e-commerce giant reported $2.78 EPS for the quarter, topping the consensus estimate of $1.63 by $1.15. The firm had revenue of $181.52 billion during the quarter, compared to analyst estimates of $177.28 billion. Amazon.com had a return on equity of 19.92% and a net margin of 12.22%.Amazon.com's revenue was up 16.6% on a year-over-year basis. During the same period in the prior year, the business posted $1.59 EPS. As a group, equities analysts anticipate that Amazon.com, Inc. will post 7.71 EPS for the current year. Trending Headlines about Amazon.com Here are the key news stories impacting Amazon.com this week: Hedge Funds Weigh In On Am...