Amylyx Pharmaceuticals， Inc．（ 纳斯达克 代码：AMLX）近日宣布，将于6月13日至16日在芝加哥举行的美国内分泌学会年会（ENDO 2026）上，以海报形式公布两项最新研究数据。 第一项研究将系统阐述美国减肥术后低血糖（PBH）患者的总体疾病负担，重点评估其对医疗资源利用、经济影响及患者生活质量的冲击。PBH是一种慢性代谢疾病，因胃旁路或袖状胃切除术后胰高血糖素样肽-1（GLP-1）反应过度，导致餐后胰岛素异常分泌，引发反复性、严重低血糖。数据显示，美国约有16万人受此困扰，目前尚无FDA批准的疗法。 第二项海报将介绍其在研核心管线avexitide的关键III期LUCIDITY试验的“受试者中心”设计考量。Avexitide是一种“first-in-class”的GLP-1受体拮抗剂，旨在通过阻断过度活化的GLP-1信号来稳定血糖。该药物已获得FDA的突破性疗法认定。LUCIDITY试验（NCT06747468）已在全美21个中心完成78例受试者的入组，预计将于2026年第三季度公布顶线数据。公司已同步启动扩大可及计划（EAP），为最多250名患者提供试验后的持续治疗。 除了PBH，Amylyx还在拓展其他高需求领域。公司近期提名了新型长效GLP-1受体拮抗剂AMX0318作为开发候选物，该药正启动IND-enabling研究，目标于2027年提交新药临床试验（IND）申请。此外，在Wolfram综合征领域，公司计划于2026年下半年启动关键的III期试验。 责任编辑：张俊 SF065

Watch NYSE Fireside Below, or Click HERE: CorpGov hosted a fireside chat on June 2 from the floor of the New York Stock Exchange with Randall Adams and Mark Garibyan, Partners at Seward & Kissel LLP. The in-person interview was joined by Editor-at-Large Jarrett Banks, and they discussed why 2026 shareholder activism remains strong with growing focus […] The post Activism in 2026: Seward & Kissel Partners Randall Adams & Mark Garibyan, Live at NYSE appeared first on CorpGov.

vm/E+ via Getty Images Introduction Rackspace Technology, Inc. ( RXT ) had a violent rally from $0.39 in February 2026 to north of $7.5 in mid-May. Two things drove it: a return to positive net income in Q1 and a non-binding MoU signed with AMD on May 7 to build an "Enterprise AI Cloud" purpose-built for regulated and sovereign workloads. RXT Price Action (Seeking Alpha) What makes RXT interesting right now is that there is evidence supporting both the bullish and bearish views. On one side, Public Cloud revenue grew 7% YoY in Q1. An AMD partnership could give the company a unique compliance advantage that hyperscalers cannot easily replicate. Management returned the business back to GAAP net income while repurchasing roughly $96M of debt notional at a significant discount during the quarter. On the other side, $2.48B of debt principal sits on the balance sheet (per the Q1 earnings presentation), with the bulk maturing in May 2028. LTM free cash flow generation is only $77M against that debt burden. We walk through the Q1 2026 results, frame the AMD pivot against what we see as the real strategic opportunity, and explain why we rate Hold despite the operational progress. Q1 2026: Modest Operational Improvement In Q1 , the company returned to positive GAAP net income. Rackspace reported total revenue of $678M, up 2% YoY against consensus around $661M. That is a beat of roughly $17M. Net income came in at $8.3M, swinging from a loss of $71.5M in the prior-year quarter. However, $55.8M of that earnings improvement is a gain on debt extinguishment from buying back FLSO and Legacy notes at a discount to par. Removing that item and underlying GAAP loss from operations was still negative $17.8M (narrowed from negative $38.4M). Q1 2026 Financial Results (Rackspace Q1 Earnings Slide) Public Cloud was the bright spot. Revenue came in at $443M, growing 7% YoY (services revenue grew 10% as per the company). The driver was managed services demand. Public Cloud segment operating ...

通用电气 航空航天（GE Aerospace，纽约证券交易所代码：GE）与 Wolfspeed Inc．（纽约证券交易所代码：WOLF）于6月8日宣布签署谅解备忘录，双方将围绕高压碳化硅技术展开战略合作，共同推动其在工业、航空航天及国防市场的商业化进程。 此次合作的核心是 Wolfspeed 全球首款商用的10千伏碳化硅 MOSFET 芯片。根据协议，双方计划基于该技术制定高压功率模块的行业标准，应用于固态变压器、工业电气化以及下一代航空航天和国防平台，同时加强供应链韧性。GE航空航天电气动力总裁 Kris Shepherd 表示，更高电压的功率模块将减少系统串联器件数量，降低复杂度，从而实现更紧凑、高效且可靠的解决方案。 Wolfspeed 首席执行官 Robert Feurle 在声明中指出：“高压碳化硅终于准备就绪投入量产，恰逢市场面临传统硅技术无法解决的电力输送瓶颈之时。”他强调，随着人工智能、电气化和国防平台对功率需求的持续攀升，双方在提供市场所需的高压碳化硅基础模块方面具有独特优势。 此次合作建立在两家公司各自的技术积累之上。GE航空航天近期已完成面向美国军用地面车辆的高压电源单元资质认证，并成功演示了第四代碳化硅功率 MOSFET 器件，在开关速度、效率和耐久性方面实现提升。Wolfspeed 则在200毫米碳化硅大批量制造领域处于行业领先地位。 受此消息提振，Wolfspeed 股价盘前跳涨超13%。分析人士认为，此次合作为 Wolfspeed 提供了来自 GE 航空航天这一重量级工业客户的背书，有助于提振市场对其10千伏产品商业化前景的信心。 责任编辑：张俊 SF065

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The market is attempting to rebound from Friday's sharp sell-off, with the S & P 500 up 0.6% and the Nasdaq rising 1.2% in afternoon trading. The AI trade was mostly higher, but hyperscalers remained under pressure as investors worried that more may follow Alphabet 's lead and tap the equity markets to fund AI spending. Honeywell shares are drifting lower after the company reaffirmed its full-year outlook and provided new guidance for Honeywell Technologies, the name of the remaining company following the separation of its aerospace business. Some of the key updates from the presentation: The company saw strong orders in the second quarter Industrial automation growth is expected to be roughly flat this year, an improvement over management's prior view of a low-single-digit decline. Process automation and technology (PA & T) remains a second-half-of-the-year story due to the ongoing conflict in the Middle East, impacting shipments and delaying upgrades. Honeywell also cleaned up its EPS guidance by excluding the aerospace business, removing the impact of recently public Quantinuum, and accounting for pension and separation-related costs. Investors will get a more in-depth look into Technologies, including new three-year financial targets, at its investor day on Thursday. Honeywell announced on Friday that shareholders will receive one share of Honeywell Aerospace (HONA) for every two shares of Honeywell common stock. Using the Charitable Trust as an example, the portfolio will receive 195 shares of the Aerospace company. Immediately after the spin is complete, Honeywell Technologies will undergo a 1-for-2 reverse stock split, reducing our share count from 390 to 195. Lots of moving parts, but the market value of our pre-spin-off Honeywell position shouldn't materially change when you add up the ne...

This year is shaping up to be a historic in terms of companies going public. Artificial intelligence (AI) start-ups Anthropic and OpenAI plan their initial public offerings (IPOs) this year, but unquestionably, the biggest debut is expected to be SpaceX. The company is looking to raise $75 billion in its offering, which will dwarf previous records by a wide margin. The hype machine is ramping up at dizzying proportions, and that's understandable. The chance to get in on the ground floor and ride the rocket maker to new heights is certainly a tempting proposition. So, should investors buy SpaceX on IPO day ? Let's see what lessons we can glean from history. Image source: Getty Images. Continue reading

Hispanolistic Interactive Brokers Group ( IBKR ) stock climbed 3.8% in late Monday trading after Wolfe Research started coverage of the online broker with an Outperform rating. Analyst Steven Chubak describes Interactive Brokers ( IBKR ) as one of the only brokerage platforms with a global footprint and a demonstrated ability to sustain growth at high incremental margins. "We believe ~25% long-term (L/T) account growth should prove sustainable given an unmatched geographic footprint and access to channels beyond individual investors (Introducing Brokers, Prime, RIA)," the analyst wrote in a note to clients. "Moreover, IBKR has already absorbed the upfront costs of expanding internationally, suggesting the firm's best-in-class margins should prove sustainable with incremental account growth." He assigned a price target of $101 to the stock, implying 20% upside potential to its closing price of $84.40 on Friday. The Outperform rating contrasts with the SA Quant rating of Hold and agrees with the average Wall Street rating of Buy. More on Interactive Brokers Group Interactive Brokers: Record Results Meet Structural Headwinds Interactive Brokers Group, Inc. (IBKR) Q1 2026 Earnings Call Transcript Interactive Brokers: A Compounding Machine That Deserves To Be Bought Patiently Which brokerages are scrapping pattern day trading rules today? Hinde Group adds AMZN, NFLX; trims IBKR among Q1 moves

A magnitude 6.1 earthquake struck off the coast of Cuba on June 8th, 2026. There are reports that the quake was felt along the Gulf coast including Central Florida. USGS An earthquake of magnitude 6.0 struck off the coast of Cuba on Monday, the German Research Center for Geosciences (GFZ) said. The quake was at a depth of 10 km (6.21 miles), GFZ added. There were no immediate reports of damages. The U.S. Geological Survey reported the earthquake at a 6.1 magnitude, with its epicenter 104 km west-northwest of Mantua, Cuba. No tsunami warning or watch was issued after the earthquake, according to the U.S. National Weather Service. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Key PointsPVH manages a vast global portfolio anchored by Tommy Hilfiger and Calvin Klein with a major emphasis on direct-to-consumer and digital sales.

Leon Neal/Getty Images News Apple ( AAPL ) took the wraps off its long-awaited Siri refresh on Monday, and the tech giant has already begun the process of monetizing it. During the keynote, executives at the tech giant said that many Apple Intelligence features will be available for free to users. However, the company also explained that some features, including image generation, have daily usage limits “because they rely on powerful server models.” As such, the tech giant said that increased access will be available with most iCloud+ subscription plans. Apple did not say which iCloud+ plans would get increased access, but iCloud+ plans start at $0.99 per month for 50GB worth of additional space. The next tier is $2.99 per month for 200GB, while the three most expensive tiers are $10.99, $32.99, and $64.99 per month, respectively. Apple One, the company's all-inclusive subscription plan, starts at $19.95 per month and includes an iCloud+ subscription that gives users 50GB worth of storage. The Family and Premier tier plans cost $25.95 and $37.95 per month and come with 200GB and 2TB, respectively. Cupertino, Calif.-based Apple did not immediately respond to a request for comment from Seeking Alpha. More on Apple Wall Street Brunch: SpaceX IPO, WWDC And CPI Apple Reaps AI Benefits Without Capex Burden (Rating Upgrade) Apple: We Don't Need No Engineering, We Don't Need No Fold-A-Phone Schwab Trading Activity Index rebounds in May Apple gets groovy with macOS 27 Golden Gate; Siri app spans across operating systems

Apple begins Siri AI monetization push with iCloud+ subscription (AAPL:NASDAQ) Seeking Alpha

Source: Bloomberg, 0:00

知名证券律师事务所Faruqi & Faruqi， LLP提醒Upstart Holdings， Inc．（ 纳斯达克 代码：UPST）的投资者，针对该公司的联邦证券集体诉讼中，申请担任首席原告的截止日期为2026年6月8日。 该诉讼指控Upstart及其高管在2025年5月14日至2025年11月4日期间，违反了联邦证券法，做出了虚假和/或误导性陈述。诉讼的核心涉及Upstart引以为傲的“Model 22”人工智能信贷承销模型。 根据诉状，被告未能向投资者披露以下关键事实：Model 22在执行风险分离过程中，经常对负面宏观经济信号反应过度；因此，该模型的整体准确性和提高贷款批准率的能力被夸大；该模型对信贷和宏观经济状况的过于保守评估对Upstart的营收结果产生了显著的负面影响，导致公司此前发布的2025年全年营收指引变得不可靠且不切实际。 真相于2025年11月4日开始浮出水面。当天，Upstart发布了2025年第三季度的财务业绩，报告营收为2.77亿美元，低于公司此前约2.8亿美元的业绩指引和市场预期的2.62亿美元。公司还将2025年第四季度的营收预期下调至2.88亿美元，远低于市场预期的3.037亿美元。同时，Upstart将2025年全年的营收指引从约10.55亿美元下调至约10.35亿美元，并将来自费用的收入预期从约9.90亿美元下调至约9.46亿美元。 在随后的财报电话会议上，公司高管将令人失望的业绩归咎于Model 22，承认该模型在本季度对宏观经济信号“反应过度”，降低了借款人批准率和转化率。他们还承认“有意”将模型校准得“在本季度早些时候在信贷方面更加保守”。 这一系列披露导致Upstart股价在2025年11月5日下跌4.49美元，跌幅9.71%，收于41.75美元。律所鼓励在集体诉讼期间购买Upstart证券并遭受损失的投资者，在6月8日的截止日期前联系律师事务所讨论其合法权利，寻求被任命为首席原告以代表集体指导诉讼。 责任编辑：张俊 SF065

JPMorgan Sees Bigger Data Center Story Emerging

Richard Drury/DigitalVision via Getty Images Market Review International Equities (as measured by the MSCI EAFE Index) declined 1.24% in the first quarter of 2026, starting the year with solid gains before falling over 10% in March as conflict gripped the Middle East. Energy was by far the top performing EAFE sector, followed by Utilities and Materials, which were supported by higher commodity prices, particularly for oil and gas. The United Kingdom registered a positive return for the period, largely due to its exposure to the Energy sector, while continental Europe traded down on consumer weakness and as higher fuel prices dampened the economic outlook. Japanese equities also posted a small gain for the period, buoyed by the convincing victory of the pro-growth Liberal Democratic Party (LDP) in February's snap elections. Value stocks outperformed their growthier counterparts significantly within the EAFE while larger cap stocks performed roughly in line with small cap shares. Meanwhile, higher quality companies continued to underperform in the EAFE region. QVS Factor Performance The RS Global team's proprietary QVS (Quality, Valuation and Sentiment) Model evaluates over 10,000 global companies in search of the best investment opportunities. It is designed to identify companies that have the potential to consistently create shareholder value, are reasonably valued, and exhibit favorable market sentiment. The model helps us focus our resources, as we conduct additional research only on companies with the strongest model recommendations. Stocks in the highest ranked quintile of the model outperformed stocks ranked in the lowest quintile for the period, led by the Valuation and Sentiment factors, while Quality lagged. Among EAFE regions, the model was strongest in Japan and Europe and weaker in the United Kingdom and Asia/Pacific ex Japan. Performance and Positioning The Victory RS International Fund (the "Fund")( GUBGX ) returned +0.71% (Class A Shares at net asset v...

AI Demand Keeps Tightening Supply Across Storage Names

分析软件提供商Fair Isaac Corporation（FICO，纽约证券交易所代码：FICO）近日宣布，其董事会已批准一项最高20亿美元的股票回购计划，同时签署了15亿美元的加速股票回购协议。这些举措旨在进一步优化公司资本结构并提升股东价值。 新批准的20亿美元股票回购计划取代了此前15亿美元计划下的剩余额度，为开放式计划，允许公司通过公开市场及协议交易等方式灵活回购股票。与此同时，FICO于2026年6月5日修订了信贷协议，新增15亿美元定期贷款并已完成全额提取。 FICO计划利用这笔贷款资金，与 富国银行 证券公司签订加速股票回购协议。根据协议条款，FICO于6月8日向富国银行预付15亿美元，预计将首批获得约1，055，100股普通股，从而实现流通股数量的迅速减少。最终回购股份数量将依据协议期间公司普通股的成交量加权平均价格计算，并扣除折价及惯例调整。 加速股票回购协议下的相关交易预计将于FICO当前财年末（即2026年9月30日）完成。在最终结算时，公司可能获得额外股份，或在特定情况下须交付股份或支付现金。 FICO是全球预测分析和数据科学领域的先驱，成立于1956年，其FICO评分被美国90%的顶级贷款机构采用，是衡量消费者信用风险的标准工具，业务覆盖80多个国家。此次大规模资本回报计划充分体现了管理层对公司价值的信心及回馈股东的承诺。 责任编辑：张俊 SF065

The Trump administration is stepping up efforts to revoke the citizenship of naturalised Americans, with the US Justice Department on Monday filing lawsuits against 17 people accused of obtaining citizenship through fraud or concealing serious crimes. Among those targeted is a Chinese-born resident of the state of Georgia who prosecutors say hid a prior deportation order and immigration history under a different identity before becoming a US citizen in 2006. The announcement was accompanied by...

ORCL Maintained by Evercore ISI Group -- Price Target Raised to $245 GuruFocus

ORCL Maintained by Oppenheimer -- Price Target Raised to $275 GuruFocus

Advanced Micro Devices: Multiple Expansion Means We're A Strong Sell (NASDAQ:AMD) Seeking Alpha

Robert Way/iStock Editorial via Getty Images Advanced Micro Devices, Inc. ( AMD ) has substantially outperformed the market since we last recommended SELL as chip firms have entered a new bull market . Despite that, the company has major threats from the growth of custom silicon, along with limited fab capacity, and as a result, at its current valuation, we are updating our recommendation to a strong sell. AMD Q1 Results AMD saw continued revenue growth in the quarter, as datacenters have continued to outperform. AMD Investor Presentation The company saw more than $10 billion in revenue for the quarter, roughly flat QoQ but up almost 40% YoY. At the same time, YoY gross margin grew, while QoQ it remained flat. The takeaway is net income expanded by a staggering 95% YoY but down 8% QoQ as the company got a big YoY boost by growing datacenter and margins. However, our view is that 2025 was a major year for AMD, where the company really expanded and became considered a GPU provider at scale alongside competitors like Nvidia and TPUs. The company signed mega deals with Meta Platforms, Inc. ( META ), OpenAI ( OPENAI ), and Oracle Corporation's ( ORCL ) Oracle Cloud. AMD doesn't need one year of growth, though; at a $760 billion market cap, it needs dramatic growth. The company's P/E of almost 140x needs substantial profit growth, and there are signs that its largest customers can't expand dramatically. For example, Meta saw its share price decline by 5% on rumors that it might fund a few months of AI CapEx ($10s of billions) through equity. The $100+ billion deal with AMD is worth $20 billion/year averaged out , respectable, but nowhere near the growth that's needed at AMD's valuation. AMD Segment by Segment Looking segment by segment, it's clear where AMD's present focus is. AMD Investor Presentation The company saw the vast majority of YoY growth through its largest segment, datacenter. The company's other two segments saw more moderated growth, with embedded growing a...

Source: Bloomberg, 0:00

恒生指数主连夜盘收跌0.04%，报24555点。恒生科技指数主连跌0.06%，报4748点。

Key PointsThe iShares Semiconductor ETF (SOXX) and the VanEck Semiconductor ETF (SMH) have both returned more than 30% annually over the past decade.

Corn futures are starting the week off with a fresh start, with midday Monday gains of 1 to 2 cents. The CmdtyView national average Cash Corn price is up 2 cents at $3.85 1/2. USDA reported a private export sale of 103,000 MT to Japan, with 40,000 MT for old...

Soybeans are slipping 2 to 5 ½ cents lower in most contracts on Monday. The cmdtyView national average Cash Bean price is down 5 1/2 cents at $10.58 3/4. Soymeal futures are down $4.30 to $5.20 in the front months, with Soy Oil futures down 4 to 8 points higher....