Investors must decide whether Meta's remarkable ad business outweighs its eye-watering AI spending.

Meta Just Crushed Earnings. So Why Does Wall Street Keep Selling the Stock? Yahoo Finance Meta Considers Raising Billions in Share Sale, FT Reports Bloomberg Meta weighs big equity raising after blockbuster Google deal Financial Times Morgan Stanley flags four emerging products to turn Meta into an ’AI winner’ Investing.com $Meta Platforms(META.US)$ shares fell more th Moomoo Meta Stock Turns $1,000 Into $5,300 in 10 Years But Did It Beat The S&P 500? 24/7 Wall St. META Stock Drops Nearly 7% In Afternoon Trading — Here’s What’s Driving The Selloff Stocktwits Meta stock drops after report says company weighs AI funding share sale TradingView Meta Platforms (META) Declines More Than Market: Some Information for Investors Yahoo Finance

Key PointsMeta Platforms' massive capital expenditure budget is weighing on the stock price.

巨星科技公告，公司控股股东巨星控股集团有限公司持有4.64亿股，占38.82%，因自身资金需求，拟在公告披露之日起15个交易日后的3个月内以大宗交易方式向公司实际控制人仇建平先生减持350万股，占0.29%，减持股份来源于首次公开发行前股份，减持期间为2026年7月1日至2026年9月30日，减持价格区间将根据减持时市场价格确定。

Shares of Wolfspeed ( WOLF ) jumped over 13% premarket on Monday after the chipmaker entered a Memorandum of Understanding (MOU) with GE Aerospace ( GE ) to accelerate the adoption of high-voltage silicon carbide. Under the MOU, the companies plan to develop standards for high-voltage silicon carbide-based power modules to support solid-state transformers, industrial electrification, and next-generation aerospace & defense platforms while strengthening supply chain resilience. "As AI, electrification, and defense platforms push power demands higher and timelines shorter, GE Aerospace and Wolfspeed are uniquely positioned to deliver the high-voltage silicon carbide building blocks the market needs," said Robert Feurle, CEO at Wolfspeed. The companies added that the scope of the MOU “aligns with the United States Government’s stated priorities of accelerating critical technologies for achieving faster time-to-power for strategic markets such as artificial Intelligence.” More on Wolfspeed, Inc., GE Aerospace General Electric Company (GE) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript General Electric Company (GE) Presents at Bernstein 42nd Annual Strategic Decisions Conference - Slideshow GE Aerospace: Why The War In Iran Just Isn't That Bullish, And Technical Trouble United CEO blasts Rolls-Royce over contract dispute, questions supplier commitment Most and least shorted tech stocks over $2B market cap as of May

Here's a dose of perspective after a big sell-off.

目前，自进化 Agent 的持续学习，大多数依赖成功轨迹、现成 skills 或明确反馈。但在真实部署中，Agent 也因这些前提难以同时满足，无法继续积累经验并迭代。 针对这个问题，里海大学计算机科学与工程系助理教授孙立超团队及其合作者提出了 OpenSkill框架——不同于 依赖人工策划、LLM 生成或监督信号 的自进化方法，让 Agent 在不依赖目标任务监督信号的情况下，也可 获得可执行、可迁移的 skills 。 论文链接：https://arxiv.org/abs/2606.06741 结果显示， OpenSkill 在多个基准上取得 SOTA 自动化表现 ，学到的 skills 还可直接迁移到能力更弱的模型。相关资源已在 GitHub 上公开，供免费下载、使用。 图｜自进化 Agent skills 的范式。 OpenSkill 是如何设计的？ OpenSkill 是一个面向开放世界的 Agent skills 框架，它以任务指令、执行环境、基础模型、工具访问权限和开放世界资源为输入，整体流程包括三步： 开放世界知识获取 、 无泄漏 skills 进化 和 零样本目标评估 。 图｜OpenSkill 框架概览。 开放世界知识获取： 研究团队首先从开放世界中检索两类信息：一类是 任务知识 ，包括背景概念、API 文档、最佳实践和源码示例，用于形成 skills 规划；另一类是 验证知识 ，包括参考值、统计不变量、交叉验证流程以及已知输入输出样例，用于支撑后续虚拟测试。 无泄漏 skills 进化： 在获得任务知识和验证知识后，OpenSkill 会先生成候选 skills，再通过自动构造的虚拟任务 反复测试、筛选和改进 。整个过程不使用目标任务的标准答案，真实测试集也不会提前进入 skills 构建阶段。 零样本目标评估： skills 进化完成后，最终会以显式文件的形式部署到目标 Agent 上。隐藏的真实测试集仅在这一阶段用于最终评估，不参与此前的 skills 构建和迭代 。 实验结果 为验证 OpenSkill 的有效性，研究团队从 benchmark 表现 、 skills 迁移 和 消融实验 方面进行了评估。实验结果如下： 1.benchmark 评测：OpenSkill 总体成绩领先 OpenSkill 在三个 benchmark、两个目标...

中金发布研究报告称，本周三晚8点半，将公布美国5月CPI数据。中金的模型测算，5月整体CPI和核心CPI均呈现“环比下行、同比上行”的局面，核心CPI环比略低于一致预期，其余和市场预期基本接近。整体CPI：5月环比0.54%，一致预期0.5%，前值0.64%；5月同比4.24%，一致预期4.2%，前值3.81%。核心CPI：5月环比0.23%，一致预期0.3%，前值0.38%;5月同比2.85%，一致预期2.9%，前值2.75%。

Europe’s imports of diesel and jet fuel stagnated for a second month in May, piling pressure on regional energy supplies as the Iran war grinds on. Shipments into the European Union and UK totaled just 1.16 million barrels a day last month, down by more than a third from a year earlier, according to data from Vortexa compiled by Bloomberg. That’s a slight uptick from April, when arrivals of 1.09m b/d were the lowest for any month since at least 2015. Europe doesn’t make enough diesel or jet fuel itself to meet domestic demand and so relies on imports, a large chunk of which usually come from the Middle East. But ongoing disruption to shipping via the Strait of Hormuz — the vital waterway connecting energy infrastructure inside the Persian Gulf to the rest of the world — is stifling those flows, squeezing supplies and putting upward pressure on prices.

Cyrille Jacquemet, Chief Revenue Officer of Ouster (NASDAQ:OUST) , reported the sale of 9,433 directly-held shares of common stock for a transaction value of approximately $377,000 on May 26, 2026, according to a SEC Form 4 filing . Transaction and post-transaction values based on SEC Form 4 reported price ($40.00). * 1-year price change calculated using May 26, 2026 as the reference date. Continue reading

Broadcom, Corning, Micron, Eli Lilly, and More Stocks That Explain Today's Market -- Barrons.com Moomoo

The brutal AI selloff that rocked the market on Friday may end up being short-lived, judging by how chip makers are trading Monday.

Micron Stock Rockets As Wall Street Chases Trillion-Dollar AI Memory Trade timothysykes.com

Intel Stock Jumps As AI Deals, Targets And Chips Pile Up timothysykes.com

Fox Corporation ( FOX ) ( FOXA ) inked a new multi-year deal with the NFL that will make it the home for a broad slate of live NFL games in Mexico starting with the 2026 season. The package includes Thursday Night Football, Sunday regular-season games every week, all Thanksgiving Day games, every NFC playoff matchup, the Pro Bowl Games, and the Super Bowl each season covered by the deal. Under the agreement, Fox Corporation ( FOX ) ( FOXA ) will distribute games and NFL content across multiple platforms in Mexico, including linear channels Fox and Fox+, streaming via Fpx One, and select programming on FOX on Tubi. The company's aim is to create a complete NFL experience for Mexican audiences. Beyond live game broadcasts, Fox ( FOX ) ( FOXA ) will produce hundreds of hours of NFL content, including four weekly original shows tailored specifically to Mexican fans. Two of those weekly programs will focus on fantasy football, with formats emphasizing analysis, entertainment, current news, and ongoing engagement that extends beyond game days. "Mexico is a market with an enormous passion for football, and we are proud to offer fans a sizeable NFL package in the country, with a robust content experience designed to engage audiences throughout the entire year," highlighted Fox Latin America EVP Carlos Martínez/ More on Fox Fox Corporation (FOXA) Presents at MoffettNathanson's Media, Internet & Communications Conference Transcript Fox Corporation (FOXA) Q3 2026 Earnings Call Transcript Fox Corporation: The Market Is Still Missing The Real Value Media stocks are in the spotlight as the World Cup approaches Earnings Scoreboard: 7 out of 9 key S&P 500 reporting firms deliver clean EPS beats and growth

今年安排1600亿元，加快补齐城市地下管网建设短板。 城市更新领域的第一部国家级专项规划《城市更新“十五五”规划》（下称《规划》）日前正式发布，明确了未来5年城市更新的目标、任务和实施路径。 6月8日，在国务院新闻办举行的政策例行吹风会上，住建部副部长秦海翔表示，当前我国城镇化正从快速增长期转向稳定发展期，城市发展正从大规模增量扩张阶段转向存量提质增效为主的阶段。《规划》部署实施一批民生工程、发展工程、安全工程，有力有序有效推进城市更新重点任务的落实。 城市更新资金需求量巨大，“钱从哪来”是各方关注焦点。国家发改委、财政部有关负责人在吹风会上披露，2026年中央预算内投资城市更新专项安排资金970亿元，重点支持城镇老旧小区改造、城市危旧房改造等城市更新项目建设；另安排1600亿元超长期特别国债，加快补齐相关城市地下管网建设短板，提高城市防灾减灾能力和综合承载能力。 《规划》提出，完善市场化投融资模式，吸引社会资本参与城市更新。住建部部长倪虹在《求是》杂志发表题为《高质量推进城市更新》的署名文章提到，一些地方推进城市更新以政府为主导，市场作用发挥不充分。倪虹表示，既要拓宽社会资本参与渠道，鼓励引导经营主体参与城市更新，对于有收益的项目要更多依靠市场力量，同时对于不能完全依赖市场机制作用的基础设施、公共服务等领域，政府要发挥积极作用，确保城市可持续发展和解决好人民群众急难愁盼。 多渠道筹集资金 据央视新闻联播报道，未来五年，我国城市更新至少可以完成投资15万亿元，其中仅地下管网更新就可以拉动投资约5万亿元，再加上老旧小区和城中村改造、历史文化街区保护利用以及完整社区建设等任务，发展空间十分广阔，增长动能持续强劲。 华创证券研报也指出，从城市更新投资额来看，“十五五”期间城市更新至少完成15万亿元，平均每年3万亿元，略高于2023、2024年城市更新投资完成额。据住建部数据，2023、2024年城市更新投资完成额分别为2.6万亿、2.9万亿元，每年完成的项目约6万个。 近年来，国家发改委统筹相关渠道资金积极支持城市更新行动。国家发改委固定资产投资司负责人关鹏介绍，2025年，设立中央预算内投资城市更新专项，重点支持城镇老旧小区改造、城市危旧房改造等城市更新项目建设，2026年安排资金规模为970亿元，推动改善居民居住条件，完善公共服务设施，惠及居民户数约800万户。 按照...

最近，良品铺子在武汉开出首家社区超市，货架上摆放的不止是零食，更多是水果蔬菜、肉禽蛋类、海鲜水产、熟食烘焙甚至热炒卤味……有去过的网友表示，“神似mini盒马”。 零食品牌开社区超市，良品铺子不是开创者。 去年1月，万辰集团的省钱超市首家超级店在合肥开业，核心品类为生鲜、粮油、日化；2月份，赵一鸣零食新店型升级为赵一鸣省钱超市；6月，三只松鼠在安徽芜湖开出首家生活馆，截止今年5月，三只松鼠生活馆已有超过35家门店。 走出商圈，加入社区，似乎是2026年，消费品牌集体瞄准的一大方向。 但事实上，社区开店早在2022年前后，就已经是一些连锁品牌的主要发展方面。紫燕百味鸡、袁记云饺、南城香、吉祥馄饨、蜜雪冰城、益禾堂、临榆炸鸡腿……在不少城市的小区沿街营造出一种“社区即小商圈”的繁荣景象。 相关资料显示，南城香在2015年就盯上了社区。 彼时，大部分餐饮品牌正努力往商业圈、写字楼蔓延，南城香逆向而行，定位在社区开店，五六年时间开出100多家门店。2022年，《中国餐饮发展报告》指出，社区餐饮的刚需属性更强，经营方式更为灵活，抵抗风险的能力也更强。 时隔数年，在商圈里挣扎良久的品牌，突然又想起了社区的好。 现在“闯入”社区，还来得及吗？ 品牌扎堆入社区，在2022前后并不是新鲜事。 放弃主流商圈，入驻小区前街也的确让一部分品牌尝到甜头。当时，除了常见的奶茶、炸货、卤味小型店，呷哺集团、东来顺、小龙坎、江渔儿……这些对占地面积有要求的品牌，也纷纷开起社区门店。 2023年，“社区消费”风靡一时，全国新注册的各类“社区食堂”累计就超过1700家，中式社区餐饮行业市场规模增至13658亿元。就连星巴克都在广州、上海、成都等超一线城市开了社区店。 彼时，社区消费的“含金量”不可小觑。克尔瑞数据显示，城市居民30%—40%的消费支出，均集中在社区周边1公里范围之内，且这一比例仍在上升。2023年，社区商业市场规模年均增长率高达9.2%。 第一批争抢社区的品牌因此赚得盆满钵满。 典型的例子是紫光园。2020年以后，紫光园半年之内开了70多家店，2年之内，覆盖北京500个社区，累计12万消费者。品牌数据显示，紫光园在社区一个20平米的档口日营收都能高达6万元；南城香的社区单店日营收也能高达3.5万。 时至今日，良品铺子、三只松鼠再度闯入社区，还能跟前辈们一样风生水起吗？ 不可否认，未来社...

一周前，黄仁勋站在台上宣布，英伟达已与宇树科技合作，推出新一代人形机器人参考设计“H2+”。宇树方面随后补充：新产品基于英伟达算力平台研发，算力水平将超越此前型号，下半年亮相。 这条消息发出后第二天，宇树科技在科创板走完最后一道程序，离“人形机器人第一股”只差临门一脚。 6月1日，顺利通过上市委审议会议，6月2日就提交注册， 从受理到过会仅用了73天 。这不仅远快于科创板平均审核周期，也是继长鑫科技之后，科创板预先审阅机制落地后的第二单标杆案例。 上半年，宇树和云深处相继把招股书递进上交所。5500台人形机器人的全球第一，2025年营收17亿，毛利率60%，这是宇树递交的成绩单。云深处也递了一份：营收3亿出头，95%以上来自四足机器人，首次扭亏为盈。 不过， 营收只有对方五分之一的云深处，市销率反而高了六成。 熊彼特曾提出了一个概念：创造性破坏。他说，资本最核心的机制，不是创新本身，而是创新如何不断摧毁旧的经济结构，再从废墟上建起新的。历史上每一轮技术浪潮，第一批钱几乎从未落在核心技术发明者的口袋里。晶体管让索尼和摩托罗拉发财，不是贝尔实验室；互联网让亚马逊和谷歌印钞，不是伯纳斯-李。 发明是一回事，把发明做成可以量产的生意，是另一回事。 宇树的主要客户是高校和科研机构，采购动机是研究机器人本身，课题经费花完就没有下一单；云深处手握一张2023年与国家电网签署的5年10亿元框架协议，后续超过1000座变电站的巡检需求已经锁定，每一个部署完成的场景都在产生后续的运维和迭代收入。一家收入是叙事，一家收入是合同，资本市场更认同后者。 这场被外界贴满“具身智能”标签的浪潮里，最先赚到钱的公司，和具身智能本身的关系并不大。它们卖的是制造能力，是供应链，是可以量产的硬件生产效率。 这层关系在监管的连续追问下被一点一点剥了出来。宇树科技冲刺科创板IPO期间，上交所两轮问询步步紧逼，从“自研自产模式在供应链成熟后是否还有性价比优势”，追问到“既然能自研、为何仍要外购激光雷达、相机和灵巧手”。 宇树也在答复中逐步交底：部分激光雷达、相机、灵巧手确为外购，真正寄予厚望的具身大模型尚处研发测试阶段、还未规模化装进在售产品。 被外界津津乐道的“具身智能”，就这样露出制造与供应链的底色。 正在赶来的竞争者，将用制造手机的方式，把这门生意变成一场价格战。 2026年博鳌论坛期间，vivo机器人...

The multiyear agreement will supply optical fiber, cable, and connectivity solutions for Amazon's expanding U.S. data centers

格隆汇6月8日｜碳化硅概念股Wolfspeed盘前跳涨超13%。消息面上，公司与通用电气航空航天宣布合作，共同推动高压碳化硅（SiC）的加速应用。

伊朗与以色列8日先后宣布停止对对方的袭击。这距离双方再次发生交火仅不到24小时。据伊朗伊斯兰共和国通讯社8日报道，伊朗武装部队哈塔姆安比亚中央总部当天发表声明说，在回应以色列近期针对黎巴嫩南部及贝鲁特南郊的军事行动后，伊朗武装力量目前已结束本轮军事行动。声明表示，以色列在美国支持下对黎巴嫩相关地区实施军事打击后，伊朗武装力量出于对黎巴嫩民众的支持，对以方目标进行了回应性打击。声明同时强调，如果以色列继续在黎南部等地区实施军事行动或导致局势进一步升级，伊朗将采取“更加严厉和更具打击力度”的后续措施。随后，以色列第12频道电视台援引以色列高级官员的话说，以色列应美国总统特朗普要求，暂停对伊朗的打击。（新华社）

英特尔盘前涨13.11%，现报112.17美元。消息面上，媒体称谷歌向英特尔下达超300万颗TPU制造订单且英伟达评估其先进封装与制程用于未来芯片生产。

The massive SpaceX IPO is almost here, with Elon Musk's space exploration and satellite company expected to start trading this Friday.

碳化硅概念股Wolfspeed盘前跳涨超13%。消息面上，公司与通用电气航空航天宣布合作，共同推动高压碳化硅（SiC）的加速应用。

Key PointsSchwab Short-Term U.S. Treasury ETF features a lower expense ratio and higher trailing-12-month yield than VanEck Short Muni ETF.

Wolfspeed盘前上涨13%，公司与GE Aerospace合作加速高压碳化硅（SiC）应用。

Brad Gerstner, CEO of tech investor Altimeter Capital, said retail investors are facing some potentially tricky times ahead with big tech IPOs.

bunhill/E+ via Getty Images There are three strategic reasons why we could consider covered call ETFs: Portfolio yield (income) enhancement. Access to unexplored asset classes without suffering a yield drag. Slight downside protection under certain market conditions (rarely works). It would be wrong to expect alpha performance from covered call ETFs. It would also be wrong to express a bullish view on a particular asset class if the expectation was that the price could surge in the near term. The upside cap that is associated with sold covered call options is what limits gains. However, we could take the covered call ETF investment game to another level if we could capture relatively stable income streams and solid absolute total return levels. The former is obvious: Who wouldn't want to enjoy high and stable dividends? The latter is more conceptual and may be more applicable to income investors looking to grow their dividend portfolios in a less risky fashion (rather than chasing record-breaking performance). It is difficult to implement in practice, but the key ingredients to this recipe are the following: Value-oriented, less cyclical underlying index on which options are formed. Out-of-the-money options to avoid potential NAV drag that might occur right after steep drawdowns, where a tightly capped covered call ETF might completely lose out on the recovery. Leverage-free. As I have elaborated on this in some of my previous articles , there are not that many covered call ETF vehicles that tick these boxes. My Top 3 picks are the NEOS Real Estate High Income ETF ( IYRI ), the NEOS MLP & Energy Infrastructure High Income ETF ( MLPI ) and the NEOS Gold High Income ETF ( IAUI ) - all underpinned by OTM processes and value-oriented underlying exposures. In this article, I would like to present two covered call ETFs that embody the inverse characteristics and would therefore never be considered in my portfolio. I also think that this is the right moment to ditch both o...

Welcome back to Bloomberg’s Auto Monitor , a weekly roundup of stories on the automotive industry from reporters around the world. Sign up now if you’re not already on the list. Volkswagen’s premium Audi brand has lost much of its luster in recent years, dragged down by trade tariffs, stiffening competition and a patchy electric-vehicle roster. Its spectacular Nuvolari supercar, named after an Italian racing driver and unveiled last week, is meant to send a signal that the German manufacturer is fighting back. Read more in our big story section below. We also have items on JPMorgan’s controversial Tesla upgrade , the growing number of Americans opting for used EVs and an EV startup backed by the Mexican government. Market Snapshot Volkswagen €89.35 +0.0% Tesla $391.00 -6.6% Toyota ¥2,822.50 -1.0% Market data as of 09:14 AM ET. Data is subject to provider delays. The big story Tazio Nuvolari was a storied Italian racing driver from the 1930s, famous not just for winning, but for making even the most formidable rivals appear suddenly vulnerable. Audi has chosen his name for a car with a heavy symbolic burden: proof that the four rings can still quicken the pulse. The $686,000 Nuvolari is Audi’s most dramatic road car in years, a limited-run hybrid supercar with hardware borrowed from Lamborghini, Volkswagen Group’s in-house provider of Italian thunder. Only 499 are planned. It will not transform Audi’s sales volumes or repair its margins. Its purpose is more emotional than financial: to restore glamour to a brand whose soft underbelly has become harder to hide . Audi has long been one of VW’s most dependable profit pillars, selling a mix of precision, restraint and “Vorsprung durch Technik” confidence. Lately, that formula has looked less secure. US tariffs are weighing on earnings . China, once a growth engine, has become a far tougher battleground . And some of Audi’s electric cars have struggled to stand out against cheaper, sharper and faster-moving rivals. At an ...