Apple's (AAPL) "Hold" Rating Reiterated at Needham & Company LLC MarketBeat

*ST华闻公告，公司于2026年4月29日收到海口中院送达的《民事裁定书》，裁定批准《华闻传媒投资集团股份有限公司重整计划》，终止华闻集团重整程序。本次重整实施资本公积金转增股本，以华闻集团现有总股本19.97亿股为基数，按照每10股转增12股的比例实施资本公积转增股本，共计转增23.97亿股，转增后华闻集团的总股本增至43.94亿股。经计算，本次重整公司资本公积金转增股本的平均价为2.41元/股。

AI交易的极度拥挤正在将股市推向一个脆弱的临界点。 上周五，美股动量股遭遇重挫，iShares MSCI美国动量因子ETF单日下跌6%，创下2025年4月抛售以来最大单日跌幅；纳斯达克100指数重挫4.8%，投资者竞相抛售大市值科技股、转入防御性资产。高盛和巴克莱的交易团队随即发出警告，称这场暴跌不应被视为偶发事件，当前市场结构性脆弱程度已显著上升。 周一美股小幅反弹，标普500上涨0.3%，纳斯达克100上涨1.6%，周二盘前美股期货亦指向进一步上行。 然而，多家机构对反弹的持续性持保留态度。 华尔街见闻 稍早前提到，美国独立研究机构Fundstrat技术策略主管Mark Newton在周一盘后报告中表示，当日涨势更像是"死猫跳"，而非趋势性底部的确立，并预计市场至少在7月下旬前将维持弱势，下行风险甚至可能延续至10月。 动量交易拥挤度创历史极值，反转风险骤升 高盛数据显示，动量交易策略多头端的拥挤程度已达历史最高水平，而空头端则仍处于低配状态。 这一结构性失衡意味着，一旦市场对AI交易前景、美联储利率路径或通胀回升产生不确定性，反转的烈度将远超指数层面的波动所暗示的程度。 "所有这些因素共同营造了一种环境，使得因子平仓的破坏力可能远比指数波动率所呈现的更为剧烈，"高盛交易员Lee Coppersmith等人在致客户报告中写道。 系统性投资者的仓位同样构成潜在压力来源。商品交易顾问（CTA）和波动率控制策略已将股票敞口加仓至2月以来的最高水平，一旦价格波动持续，这类资金将面临被迫减仓的压力。 波动率控制基金或触发新一轮去风险 巴克莱全球股票战术策略主管Alexander Altmann警告，上周五的暴跌可能迫使波动率控制基金将美股仓位削减约14个百分点，这将是自2月6日以来单日去风险幅度最大的一次。 Altmann指出，部分去风险操作可能已在上周五完成，但此类抛售通常存在短期滞后效应，可能在本周初对市场形成持续压制。"当市场走势趋于极端时，这一机制对短期价格走势的冲击可能相当显著，"他表示。 Altmann将当前市场格局描述为"异常不对称的结构"，认为动量交易"一旦仓位开始逆转，将面临更为剧烈的平仓风险"。 摩根大通下调短期评级，警告科技股仍有抛压 摩根大通交易台周一将美股近期评级从看多下调至"战术性谨慎"，并警告市场短期内可能持续震荡，原因是投资者或将继续减持近...

Himalaya Shipping (HSHSP) reported average time charter equivalent or TCE earnings of about $57.2K/day gross, including ~$1.3K/day from scrubber benefits. The company’s 11 vessels earned roughly $59.6K/day gross, while its single fixed-rate vessel earned about $30.3K/day. More on Himalaya Shipping Ltd. Himalaya Shipping Ltd. 2026 Q1 - Results - Earnings Call Presentation Himalaya Shipping Ltd. (HSHP) Q1 2026 Earnings Call Transcript Historical earnings data for Himalaya Shipping Ltd. Dividend scorecard for Himalaya Shipping Ltd. Financial information for Himalaya Shipping Ltd.

SLB's OneSubsea secures a BP contract for the Thunder Horse project, extending momentum for its subsea boosting technology across multiple offshore projects.

hapabapa Klarna ( KLAR ), known for its installment payment plans, launched FDIC-insured high-yield savings accounts in the U.S. on Tuesday as the Swedish-based fintech seeks to make its products a part of consumers' everyday lives. The company said savings is a natural next step, and one it has already taken in Europe, where consumers have deposited more than $12.3B across 11 markets. " Klarna is already where millions of Americans manage their everyday spending. Now it's where they save too," said Klarna co-founder and CEO Sebastian Siemiatkowski in a statement. Klarna Savings annual percentage yield starts at 3.28% as of June 9, 2026, but is subject to change. There's no minimum deposit and no monthly fees. The Savings product is accessible in the Klarna app. Klarna ( KLAR ) stock rose 0.2% in premarket trading. More on Klarna Klarna Group plc (KLAR) Q1 2026 Earnings Call Transcript Klarna: Industry Leader With One Of The Cheapest Valuations In The BNPL Space Klarna: Q1 Earnings Will Test The Profitability Narrative Klarna partners with Lands' End for more choice in online payment options Klarna stock gains after Q1 earnings shine as credit loss provision drops

The potential flow of 401(k) retirement money into private markets risks putting managers under pressure to invest quickly and may end up exacerbating demand for redemptions, said Monroe Capital ’s chief Ted Koenig . The size of the influx is going to bring increased volatility to private credit and private assets, Koenig said, speaking at the annual SuperReturn conference in Berlin. That’s a risk given the industry is already suffering from a wave of redemptions from retail clients worried about the impact of AI on portfolios. “Money can come in quickly, but it can also come out quickly, and you’ve seen what happens when it goes out quickly to some of the big managers,” said Koenig, the chief executive officer of Monroe Capital, which is now limiting redemptions from one of its private credit funds for the first time. “When this $20 trillion of 401(k) money comes into the private markets, all bets are off,” he said in an interview on Tuesday. That doubles down on comments last month that he was concerned about 401(k) money and that institutions didn’t want retail cash invested along with them. The US administration is pushing forward with opening up retirement pots, or so-called 401ks, for private market assets, with President Donald Trump signing an executive order to do so in August. That will certainly boost assets under management, but Koenig warned it would increase the challenges too. Read more: Private Markets Elite Gather in Berlin With Not-So-Super Returns The industry is convening at an uncertain time, as warnings of a credit downturn and some significant writedowns have halted a golden few years of breakneck growth and buzz around the sector. While the industry’s performance is better than the gloom portrayed in the media, according to Arcmont Asset Management ’s founder Anthony Fobel , others are worried redemptions will continue. For those sitting on big pots of cash following previous successful fundraising cycles, 401(k)s may be a poisoned chalice, K...

Justin Sullivan/Getty Images News Apple ( AAPL ) unveiled several updates, including a Siri refresh and AI-focused updates across its operating systems, at its Worldwide Developers Conference that saw positive reactions from analysts. Morgan Stanley kept its Overweight rating and increased the price target on the stock to $360 from $330. "WWDC 2026 illustrated clear progress on Apple's AI roadmap and suggested earlier monetization oppt'y than we expected, but also showed Apple Intelligence improvements will be a marathon, not a sprint. With less backwards compatibility + clearer use cases, we see WWDC as a net positive," said analysts led by Erik Woodring. J.P. Morgan maintained its Overweight rating on the shares of the iPhone maker. Analysts led by Samik Chatterjee said that Apple's WWDC 2026 keynote marked Tim Cook's last event as CEO and delivered to expectations set for broader AI capabilities, including the much-awaited completely revamped Siri, which is now expected to be available to U.S. consumers in Fall 2026. At the heart of the event was a material refresh to Siri and Apple Intelligence, including an overhaul of Siri's architecture, now powered by next generation Apple Foundation Models developed in partnership with Google's ( GOOG ) ( GOOGL ) Gemini. "While the Apple Foundational Model capabilities embedded in Siri AI are largely in line with expectations, we believe the differentiation will be relative to integration with the wide swath of native apps (and third-party apps) and system actions to enable personal context to be turned into app actions," said Chatterjee and his team. "The announcements also highlighted a potential monetization path with server dependent capabilities (e.g. image generation) carrying daily usage caps, and elevated limits for premium users to be bundled into most iCloud+ tiers, likely supporting incremental adoption of iCloud, further driving tailwinds to Services growth." Wedbush kept its Outperform rating and $400 price tar...

Justin Sullivan/Getty Images News Apple ( AAPL ) unveiled several updates, including a Siri refresh and AI-focused updates across its operating systems, at its Worldwide Developers Conference that saw positive reactions from analysts. Morgan Stanley kept its Overweight rating and increased the price target on the stock to $360 from $330. "WWDC 2026 illustrated clear progress on Apple's AI roadmap and suggested earlier monetization oppt'y than we expected, but also showed Apple Intelligence improvements will be a marathon, not a sprint. With less backwards compatibility + clearer use cases, we see WWDC as a net positive," said analysts led by Erik Woodring. J.P. Morgan maintained its Overweight rating on the shares of the iPhone maker. Analysts led by Samik Chatterjee said that Apple's WWDC 2026 keynote marked Tim Cook's last event as CEO and delivered to expectations set for broader AI capabilities, including the much-awaited completely revamped Siri, which is now expected to be available to U.S. consumers in Fall 2026. At the heart of the event was a material refresh to Siri and Apple Intelligence, including an overhaul of Siri's architecture, now powered by next generation Apple Foundation Models developed in partnership with Google's ( GOOG ) ( GOOGL ) Gemini. "While the Apple Foundational Model capabilities embedded in Siri AI are largely in line with expectations, we believe the differentiation will be relative to integration with the wide swath of native apps (and third-party apps) and system actions to enable personal context to be turned into app actions," said Chatterjee and his team. "The announcements also highlighted a potential monetization path with server dependent capabilities (e.g. image generation) carrying daily usage caps, and elevated limits for premium users to be bundled into most iCloud+ tiers, likely supporting incremental adoption of iCloud, further driving tailwinds to Services growth." Wedbush kept its Outperform rating and $400 price tar...

Searchlight Resources ( SCLT:CA ) on Tuesday announced a non-brokered private placement financing of up to 11M units consisting of one common share and one full purchase warrant at a price of $0.10 per unit. Each warrant will entitle the holder to purchase one common share at $0.15 per share for a period of 3 years from the date of issue. Searchlight intends to use the gross proceeds of up to $1.1M of the offering to fund exploration expenditures on its portfolio of mineral properties and for general working capital. Source: Press Release More on Searchlight Resources Inc. Financial information for Searchlight Resources Inc.

Investing.com -- Apple's annual Worldwide Developers Conference drew a divided response from Wall Street analysts, with bulls pointing to early monetization signals and a rebuilt Siri while bears questioned whether the updates are enough to drive an upgrade cycle.

英国生物制药公司 葛兰素史克 宣布以106亿美元收购美国药企Nuvalent，后者股价随即飙升近39%。 这项全现金交易对Nuvalent的估值约为每股124美元。Nuvalent目前有两款治疗某种肺癌的药物正在接受美国食品药品监督管理局的审评。 葛兰素史克首席执行官卢克·米尔斯在新闻稿中表示，此次收购将为公司带来即时的新的销售增长机遇。这家药企在美国上市的股票周二盘前交易中下跌1%。 责任编辑：张俊 SF065

Taiwan Is Reportedly Proposing Tougher AI Chip Export Rules – Why This Matters For Nvidia Investors TradingView

Taiwan is considering criminalizing the smuggling of AI chip servers to China for the first time, according to Bloomberg.

Vertigo3d BitFuFu's ( FUFU ) total Bitcoin production climbed 22.1% month-over-month to 177 BTC in May. The platform's self-mining segment served as the primary catalyst, nearly tripling its output to 90 BTC from 32 BTC in April and representing more than 50% of the company's total monthly production mix. Bitcoin held: 1,855 BTC, an increase of 43 BTC from April 30. Total hashrate under management: 19.5 EH/s, compared with 22.4 EH/s in April. "As our Bitcoin holdings grow to 1,855 BTC, we remain committed to optimizing asset utilization, maximizing fleet efficiency, and creating lasting value for our shareholders through operational excellence and a strong Bitcoin balance sheet,” said Leo Lu , chairman and CEO of BitFuFu ( FUFU ). More on BitFuFu BitFuFu: A Buy Is Becoming Difficult To Justify (Rating Downgrade) BitFuFu Inc. (FUFU) Q1 2026 Earnings Call Prepared Remarks Transcript BitFuFu Inc. (FUFU) Q4 2025 Earnings Call Prepared Remarks Transcript Forum Markets sees highest short interest among micro, small-cap firms BitFuFu reports Q1 results

互联互通为国际投资者提供了可靠渠道，让他们在熟悉的国际市场规则和惯例环境下，稳妥便捷地进入内地市场。 日前，香港金融管理局总裁余伟文率领的香港银行公会代表团访京，并于6月8日接受媒体集体采访。 采访中，余伟文谈及了香港稳定币牌照、跨境金融监管、人民币国际化等市场关心的热点话题。 根据波士顿咨询公司发布的《2026年全球财富报告》，香港成为全球最大的跨境财富管理中心。报告更预计2025年至2030年间，香港管理的跨境财富规模将每年平均增长约9%，维持全球第一。 余伟文表示，香港作为布局中国市场的核心枢纽，兼具制度、区位、市场三重优势，未来仍将持续吸引全球资金流入。 “互联互通是香港国际金融中心将来一个很大的亮点。”余伟文强调，香港的核心定位始终是连接内地与全球市场的超级金融桥梁。在全球资产多元化的大趋势下，国际投资者进入亚洲、布局中国内地资本市场，普遍优先选择香港；而内地企业、资金走向全球，也将香港作为首选的离岸财资与运营中心。互联互通为国际投资者提供了可靠渠道，让他们在熟悉的国际市场规则和惯例环境下，稳妥便捷地进入内地市场。 稳定币落地实施 香港稳定币监管制度正在进入落地实施新阶段。早在4月，香港金管局首批稳定币发行人牌照已正式发出，碇点金融科技有限公司（下称“碇点科技”）及香港上海汇丰银行有限公司（下称“汇丰银行”）成为首批获牌机构。 谈及稳定币牌照接下来的安排，余伟文透露，碇点科技预计将在年中推出稳定币，“大概在几个星期后开始试行使用”，汇丰银行预计在今年第三至四季度推出。 碇点科技与汇丰银行的稳定币应用场景有所不同。据余伟文介绍，碇点科技主打跨境支付，有望降低跨境汇款的成本，提升流转速度，适配跨境电商、区域贸易场景；汇丰银行更侧重拓展零售支付场景，未来或涉及对接清算平台，推进代币化资产的清算工作。 “现阶段，香港优先观察首批机构的运营情况，再评估是否新增牌照申请。”他强调。 目前，香港正同时试验央行数字货币、代币化存款及稳定币三种路径。这三种路径分工清晰、协同运行：一是央行数字货币，作为法定货币的数字化形式，不面向零售市场；二是代币化存款，依托银行基建完成清算；三是受监管的稳定币，通过不同形式的代币化货币互补共存，以支持金融业界的金融创新，推动香港建立一个具有活力与创新的数码货币生态系统。 跨境理财通3.0尚无具体落地时间 6月6日，就内地投资者在香港银行开户...

我大学成绩挺一般的，基本都在玩Beer Pong（一种派对酒桌游戏）。如果这也算一门课，我肯定能拿A。 这句话出自2026年5月，UC Berkeley商学院的毕业典礼。台上站着的人叫 Adam Foroughi （亚当·福瑞吉）。 AppLovin 的创始人兼CEO。这家硅谷最炙手可热的AI广告公司，近期 市值抵达2000亿美元附近 。 但说实话，如果你光听这场毕业演讲，真的很难相信面前这人是个硅谷千亿市值公司的CEO。 作为院长口中「最符合学院设想」的完美毕业生，Adam一上来，就 直言自己很「平庸」 。 我毕业后第一份工作在「金融」行业，做得很烂，一年半不到就失业了。 之后报复性娱乐，跑欧洲玩了俩个多月，疯狂参加派对，回来背上不少信用卡债。 结果，还是没想明白以后要干嘛，选择了在家待业。 直到被妈妈赶出了家门…… 前段时间偶然刷到这段演讲，我觉得挺有意思，然后才开始认真了解Adam。 △ 听了两期播客，感觉他几乎完全不符合外界对一个的「AI公司创始人」的常见想象。身上每一个标签都非常反直觉： UC Berkeley毕业后 ，每次求职面试都紧张得出一身汗。 一个创业者 ，不爱站在聚光灯下，怕上台演讲，恐惧公开发言…… 你在硅谷，几乎找不到第二个这样的CEO。 一个VC看不上的创业者 这种反差，并不是偶然。这和他过往14年的创业经历有关。 为了更好地了解这个人，让我们先一起往回倒一倒—— 回到AppLovin的原点。 故事要从 2012年 说起。 那是移动互联网爆发的年代，App数量疯涨，一整个创造力大爆发。 不过，一旦内容生态旺盛起来，开发者就会遇到那个经典的供需匹配问题—— 怎么让用户发现自己？ 这也是Adam决定创办AppLovin的原因。他要做一个移动广告平台，帮手机App的开发者在其他App（比如Facebook）里获取用户。 听起来没啥问题，是个挺好的故事，对吧？何况Adam此前已经连续创业成功了两次，都是广告行业，都赚了钱。有这个履历加成，应该是移动广告赛道很有竞争力的创始人了。 令人万万没想到的是，当他拿着AppLovin的idea去找硅谷的顶级VC时，几乎所有人都拒绝了他。 原因也不复杂。Adam不是唯一看到风口的人，2012年的移动广告赛道早已挤满了人，VC把大笔资金都给了Adam的竞争对手们。 船票已经发完了。 没辙，他只好自掏腰包，把公司注...

Broadcom, Apollo, and Blackstone Establish Landmark Strategic Platform to Accelerate More Than 20 Gigawatts of Global AI Deployments Broadcom

For most investors, the race to become the world’s most valuable company feels like a contest between Nvidia (NASDAQ:NVDA) and a handful of AI-first businesses. Yet a growing number of investors are starting to think the biggest AI winner may be a company emerging from industries already possessing something harder to build than a large ... Forget Nvidia and SpaceX. This 150-Year-Old Indiana Company Could Become the World’s Largest in 5 Years

Forget Nvidia and SpaceX. This 150-Year-Old Indiana Company Could Become the World’s Largest in 5 Years 24/7 Wall St.

Smucker (SJM) delivered earnings and revenue surprises of +4.60% and -0.12%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

A new birth-to-retirement account bypasses standard Roth IRA rules — but the beneficiary gets control at adulthood.

The decision to raise interest rates would mark the central bank’s first in almost three years.

Key PointsTema Space Innovators ETF is up nearly 30% this year.

储能赛道，又有了微妙的变化。 前不久，锂空气电池在业界一石激起千层浪，被视为未来的竞争焦点，毕竟锂空气电池的理论能量密度高达12000Wh/kg，与汽油的能量密度相差无几了。 这意味着，下一代长时储能又多了一个技术路线。 锂空气电池，到底是馅饼还是陷阱？长时储能多条技术路线并行，锂空气电池能否脱颖而出？长时储能赛道，谁主沉浮？ 从备胎走向主角难在哪儿 曾几何时，行业围绕2小时储能打转。 随着风光发电越来越多，对削峰填谷的需求也越来越强，再叠加容量电价机制的推动，2小时储能不但逐渐力不从心，性价比也在逐渐变低。 于是乎，长时储能走到了舞台的中央。 《新型储能规模化建设专项行动方案（2025—2027年）》的数据显示，到2027年全国新型储能装机规模达到1.8亿千瓦以上，其中长时储能（4小时以上）占比不低于30%。 这个目标，俨然触手可及。 国家能源局的数据显示，截至2025年底，4小时及以上新型储能电站项目装机占比已达27.6%。 现如今，长时储能又迎来新搭子锂空气电池，再度拉高了外界的预期。 公开资料显示，锂空气电池正负极为氧气与锂金属，放电时生成氧化锂，而充电时氧化锂则被还原为锂和氧气。 图源：车东西 通俗易懂地说，锂空气电池不需要镍、钴、锰等较为稀缺的金属做正极材料，而是直接通过氧气与锂金属反应，从而达到充放电的目的。 如此一来，锂空气电池比当下主流的锂离子电池结构更简单、能量密度更高，落地到储能上，则可以缩小占地空间以及延长储能时间，从而大幅降低储能成本，进一步推动储能在全球扩圈。 锂空气电池研究员Larry Curtiss表示：“在所有被考虑用于下一代电池的电池技术中，锂空气电池具有最高预期的能量密度。” 问题在于，锂空气电池并非新鲜事物，20世纪70年代就诞生了，之所以一直没有走出实验室，皆因面临一系列技术难题。 譬如，空气中包含水、氧气、二氧化碳等元素，化学反应面临额外的干扰，导致充放电的循环寿命低。 再譬如，生成氧化锂再还原为锂和氧气这个过程，原理虽然简单明了，但实际工作效率低，从而商业化价值不足。 当然， 随着技术迭代，锂空气电池可以不再依赖纯氧，在催化剂、界面稳定性等方面也有了不小的进步，但距离大规模落地还有相当长的距离。 更不用提，钠电池、固态电池、全钒液流电池等也在进步，特别是钠电池迭代得相当快，在储能赛道已经从备胎走向了主角。 图源：BCG分...

格隆汇6月9日｜据黎巴嫩卫生部9日消息，以色列当天对黎巴嫩南部提尔市发动空袭，已造成8人死亡、32人受伤。

佰维存储公告，公司与某存储原厂签订日常经营性采购合同，公司同意按合同约定的数量、价格及时间向该供应商采购企业级闪存颗粒，合同总承诺采购金额为18.61亿美元，锁量锁价，承诺采购期总计24个月。根据协议约定，本协议同时适用于协议双方及其各自控制下的子公司。合同履行期限自生效日起至2028年6月30日。

BV 10-Q及美國證券交易委員會申報文件 Yahoo 財經

New BP Plc Chief Executive Officer Meg O’Neill reorganized the oil giant’s leadership and reporting structures in an overhaul that cements the company’s focus on oil and gas as it tries to move beyond recent boardroom drama. From July 1, Gordon Birrell will be executive vice president of upstream, while Richard Harding will take on the same role — in an interim basis — for downstream, the London-based major said in a statement. No job losses were announced. The reorganization, which O’Neill signposted to staff soon after joining, follows a turbulent two weeks for the company that saw the surprise firing of non-executive chairman Albert Manifold . It unwinds structural changes made by then-CEO Bernard Looney in 2020 when he pivoted the firm toward low-carbon ventures and away from fossil fuels. It also moves BP closer to the models of other majors. The new structure, with one operating segment focused on resource development and production, and the other on customers and markets, “will clarify accountabilities and enable faster, more effective decision-making,” O’Neill said in an announcement on Tuesday. O’Neill is under pressure to deliver on a turnaround kicked off by previous CEO Murray Auchincloss last year. The company’s shares had underperformed those of rivals for years, drawing in activist shareholder Elliott Investment Management, which helped to kick start a reboot. BP’s vast trading operation, led by deputy CEO Carol Howle , will work across the two segments, where “it connects the portfolio, optimizes flows and delivers material value uplift,” BP said. Birrell’s operating segment will be in charge of oil and gas exploration, development and production, upstream joint ventures, as well as renewable natural gas, carbon capture and sequestration businesses. He’s been the London-based firm’s top exploration and production executive under multiple CEOs. Harding’s division will include refining, terminals, pipelines, retail fuel stations, biofuels, aviation, hy...

E & PETRONAS officially form Searah, a Southeast Asian energy JV, targeting output growth from more than 300,000 Boe/d to above 500,000 Boe/d in three years.