Western Asset Management Co. reached a $100 million settlement with the Securities and Exchange Commission to resolve an investigation related to trading practices of its onetime star manager Ken Leech . “Western Asset did not take reasonable steps to ensure that Leech’s trading practices complied with the firm’s policies and procedures, and failed reasonably to supervise Leech,” the SEC said in a filing on Friday. Wamco parent Franklin Resources Inc. has sought to move on from Leech, who has pleaded not guilty in a separate Justice Department case. The former co-chief investment officer at Wamco, Leech is charged with steering more than $600 million in gains to favored clients while forcing losses on others. The SEC also filed a fraud case against him which remains ongoing. Wamco said it agreed to the settlement without admitting any wrongdoing as a business decision that allows it “to put this matter behind it and focus fully on its clients.” “The DOJ has notified Western Asset that it is no longer a subject of its investigation and will take no further action,” the company said in a filing . A representative for Leech declined to comment. Bloomberg News reported earlier that Wamco was nearing an agreement with the SEC to resolve the probe. Read More: Franklin’s Wamco Nears $100 Million SEC Deal Over Leech

当地时间5日，美国军方表示，美军于当天凌晨在印度洋对一艘遭美国制裁的无国籍油轮“达维娜”号（Davina）实施登船检查和拦截行动。美军声明暗示，该船只向伊朗提供物资支持。（央视新闻）

Editor's note: Seeking Alpha is proud to welcome Market Edge Researcher as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Jonathan Kitchen/DigitalVision via Getty Images Thesis TTM Technologies, Inc. ( TTMI ), for a long time, was valued like a traditional (PCB) manufacturer, whose results mainly depended on electronics market cycles. However, in 2026, the company's business profile looks completely different from what it did a few years ago. Today, the main TTM Technologies growth story is connected not to consumer electronics but to artificial intelligence infrastructure, data center expansion, aviation, and defense programs. The company is becoming an important part of the supply chain in the markets, in which technological complexity, certification requirements, and long-term contracts allow it to reach better profitability and bigger revenue visibility. In my opinion, the main investment thesis today is that TTM Technologies is gradually transforming from a cyclical PCB manufacturer to a higher-value AI and defense infrastructure supplier. For this reason, the current company's growth looks more structural than temporary, while the 2026 results indicate that this transformation is just starting to gain momentum. In 2026, the first quarter changed the market's approach to TTMI The first quarter of 2026 was one of the most important in the company's history. TTM Technologies announced record revenue , which reached $846 million and was more than 30% bigger than a year ago. At the same time, non-GAAP EPS grew to $0.75 per share, and that means about 50% growth in a year. More important is that the growth was reached not only in larger sales. The company also improved profitability. Non-GAAP gross margin increased to 22.3%, and operating margin reached 12.8%. This indicates that a...

Blink Charging ( BLNK ) announced on Friday that it agreed to sell its wholly owned subsidiary Envoy Technologies to Blade Ranger as part of its strategy to focus on its core EV charging infrastructure business. The deal includes a mix of cash and a convertible note, providing immediate proceeds while retaining exposure to potential future upside. Management said the divestiture will simplify operations, improve capital allocation, and support long-term shareholder returns. The company will continue its transition toward an owner-operator model focused on utilization, reliability, and financial performance. Source: Press Release More on Blink Charging Blink Charging Co. 2026 Q1 - Results - Earnings Call Presentation Blink Charging Co. (BLNK) Q1 2026 Earnings Call Transcript Blink Charging Co. 2025 Q4 - Results - Earnings Call Presentation Blink Charging sells Envoy Technologies as it simplifies its business model The EV charging sector sees a significant M&A deal with Revel and Voltera combining

Source: Bloomberg, 4:08

Norway’s Crown Princess Mette-Marit has been placed on a waiting list for a lung transplant after a significant deterioration in her health that likely gave her only a year left to live without the surgery, her doctors said on Friday. The 52-year-old wife of Crown Prince Haakon, the ‌heir to the Norwegian throne, was diagnosed with pulmonary fibrosis in 2018, a chronic disease that causes scarring in the lungs and leads to a reduced oxygen uptake. Oslo’s University Hospital in December said the...

芯片板块是目前全市场当之无愧的热门标的。但其股价暴涨，也让市场愈发担忧。 美国当地时间4日，博通等美股芯片股剧烈下探。而就在此前一天，全球最大对冲基金桥水基金创始人瑞・达利欧在接受媒体采访时指出，人工智能赛道行情火热，但已经出现泡沫苗头，这种泡沫最终都将走向破裂。 博通引发抛售 连续多日上涨后，美股芯片股迎来调整。 博通（AVGO）6月4日收盘下跌12.59%，创下16个月来最大跌幅，市值蒸发超2850亿美元。据英国《金融时报》分析，此次大跌，也使博通成为美国历史上单日市值下跌第四大的公司。 股价下跌的导火索，是博通公布的芯片销售预期。据路透社报道，公司预计第三季度人工智能芯片销售额为160亿美元，低于分析师预期。此外，博通重申而非提高其2027财年1000亿美元人工智能收入的销售预期，也让投资者感到失望。 博通是人工智能基础设施市场的重要参与者，与英伟达、AMD（超威半导体）等公司竞争，为科技公司提供用于训练和运行AI模型所需的半导体。过去一年，博通宣布了定制AI芯片的客户名单，其中包括谷歌、Meta、OpenAI和Anthropic。不过，投资者也在质疑，大型科技公司是否能继续大肆增加资本开支。 博通公司的业绩预期，也引发了投资者对芯片股的抛售。包括美光科技、高通在内的半导体公司股价周四普遍承压，美光科技大跌7.74%，AMD跌3.56%，高通跌2.62%。 目前，虽然市场对AI行业的高增速保持乐观，但一旦业绩不及预期，股价也会受到冲击。 随着美股芯片股下跌，6月5日亚洲市场开盘后，韩国芯片巨头全线重挫，SK海力士暴跌超9%，三星电子大跌超7%。韩国KOSPI指数一度狂泻超6%，触发熔断机制，程序化交易暂停5分钟。截至收盘，SK海力士收跌9.92%，三星电子收跌6.40%。 华尔街大佬警告 达利欧周三在接受彭博社采访时警告，人工智能赛道行情火热，但已经出现泡沫苗头，这种泡沫最终都将走向破裂。 “历次重大技术变革，无一例外都会催生泡沫。背后原因在于，企业很难精准把控投入尺度：企业要么大举砸钱抢占市场份额；要么投入不足，最终拱手让出市场。”达利欧说。 受人工智能数据中心需要高带宽芯片的旺盛需求提振，芯片制造企业成为华尔街最热门的标的，并带动美股屡创历史新高。本轮股价大幅暴涨，也引发市场争论：当前行情是否已然过热、投资者是否正在盲目入场？ 达利欧对AI企业的盈利表示担...

Palantir CEO: Companies Are AI 'Token Maxing' Like It's Porn - Palantir Technologies (NASDAQ:PLTR) Benzinga

EU’s Maroš Šefčovič says summit will ‘probably’ be in July but sources say it could be put back as talks deadlocked UK politics live – latest updates The EU has said Keir Starmer’s upcoming summit “resetting” the UK-Europe relationship may still happen in July, amid growing fears it could be postponed to the autumn as talks over youth mobility remain deadlocked. “The summit is supposed to be mid-July but at the moment it could be put back to after the summer,” said one EU diplomat. Continue reading...

The European Commission has called on Spain to move away from using gas-fired power plants to stabilize its electricity system after last year’s blackout, saying better grids, interconnections and more storage should replace the emergency measures. Voltage fluctuations were among the key causes of the nationwide outage, and since then, grid operator Red Eléctrica has been keeping more gas-fired plants online to maintain stability. The average daily minimum output from gas plants has risen about 40% from pre-blackout levels, according to Bloomberg calculations based on ENTSO-E data. While Spain has taken measures to strengthen the resilience of the energy system since the blackout, it would “benefit from taking further steps to enable its transmission system operator to move away from the current increased use of gas power plants to maintain voltage stability,” the commission said in a country report earlier this week. The country has one of Europe’s most renewable-heavy electricity systems, but its reliance on solar and wind makes the grid more complex to manage during disturbances. While traditional sources of power generation such as natural gas, nuclear and hydro continually help regulate the grid’s voltage, most wind and solar plants currently do not. Spain’s move to using more gas-fired generation is meant to be a temporary measure, but it’s not clear when it will end. Alternative systems to help stabilize the grid are expensive and take time to deploy. Spain’s Ministry for the Ecological Transition and the Demographic Challenge and Red Eléctrica did not immediately respond to emails seeking comment. “We expect the reinforced operating mode to persist because the political focus on system security risk is still high, with a general election coming in 2027,” said Alexis Stavropoulos, a Spanish power market expert at Baringa. The country is increasing investments in energy storage to improve flexibility. By 2030, Spain hopes to have 22.5 gigawatts of storage, but...

Centerspace (CSR) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

The heavy selling pressure might have exhausted for Fulcrum Therapeutics (FULC) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal.

When a stock breaks out above the 20-day simple moving average, good things could be on the horizon. How should investors react?

Amazon (AMZN) Backed X-Energy (NYSE: XE) Hits Record Low After Wider-Than-Expected Post-IPO Loss foreignpolicyjournal.com

Nuthawut Somsuk/iStock via Getty Images By Mike Larson Yesterday wasn’t a fun day if you owned stock market “hares” like Broadcom Inc. ( AVGO ). But if you invest in “tortoises?” You were sitting pretty! Take a look at the MoneyShow Chart of the Day. It shows the action in the chip sector standout AVGO yesterday, down 12.6% after it released earnings - plus the performance of the Dow Jones Industrial Average ( INDU ), the iShares Russell 2000 ETF ( IWM ), the State Street Health Care Select Sector SPDR ETF ( XLV ) and the State Street Financial Select Sector SPDR ETF ( XLF ). They were up anywhere from around 1.7% to 3%. AVGO, INDU, IWM, XLV, XLF (1-Day % Change) (Source: TradingView) Zoom out to a year-to-date time frame and frankly, it’s no contest. Broadcom was up 38.7% through Wednesday’s close. The IWM was no slouch at 17%. But the Dow was up only 6.2%, while the XLV was down 4.2% and the XLF was off 6.6%. Those are tortoise-like performances by comparison, especially with the S&P 500 Index ( SPX ) in the midst of its longest weekly win streak in 41 years! So, what does yesterday’s action “mean” for traders? Is it just a one-day rotation? Or something more? Put me in the camp of nothing much... yet . But with investors all-in on technology stocks in general and AI/chip names in particular , Broadcom’s action is telling. The company’s fiscal second quarter sales surged 48%. Its earnings per share beat estimates. Yet, AVGO still tanked the most in 16 months. When expectations are sky-high, you have to keep raising the bar. Broadcom didn’t - and it paid the price. If we get one or two more high-profile disappointments, more investors and traders will start thinking, “You know what? Tortoises aren’t the ugliest portfolio pets after all!” Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors. Originally published on MoneyShow.com

Key PointsNvidia can still ride the wave of the AI industry.

Hitachi (6501.T) Stock Surges on Intel Collaboration in Industrial AI Sector Blockonomi

Art teacher Helene Plotkin bought the work in White Plans, New York in 1966, unaware it was by Scottish Colourist FCB Cadell.

Key PointsVanguard FTSE Emerging Markets ETF provides targeted exposure to developing economies, while Vanguard Total World Stock ETF offers a broader, all-in-one global equity solution

房利美股价上涨10%，房地美股价上涨9.7%。

美国5月非农就业报告 全面超出市场预期，令利率市场定价格局发生根本性转变——交易员现已完全押注美联储年内加息，且启动时间可能早至10月。 劳工统计局周五公布数据显示，5月非农就业人数增加17.2万，叠加前两个月数据上修，三个月累计就业增长创逾两年来最强势头。数据公布后，美国国债遭遇全线抛售，各期限收益率普遍走高，对货币政策预期最为敏感的两年期国债收益率单日跳升9个基点至4.15%；10年期收益率上涨6个基点，报4.53%。 利率市场随即大幅重新定价。据彭博， 交易员现已完全计入美联储12月前加息25个基点的概率，并对10月加息赋予约60%的可能性； SOFR期货收益率日内最高上涨8个基点，市场计入的截至明年4月底累计加息幅度达41个基点。相比之下，就在一周前，交易员还预计下一次加息将在明年3月落地。 有“新美联储通讯社”之称的Nick Timiraos分析指出， 今春就业市场重新加速，将为美联储内部担忧通胀、认为当前利率偏低不足以遏制新一轮价格压力的官员提供更多支撑。然而，支持加息的更有力论据来自通胀前景本身，而非单纯的就业数据。 目前，美联储基准利率区间维持在3.5%至3.75%，自去年12月以来未有调整。就业市场的持续强劲与通胀风险并存，正驱动市场对美联储政策路径的判断加速向紧缩方向修正。 国债全线下跌，短端收益率领涨 就业报告发布后，美国国债市场迅速做出反应，触发全线抛售。两年期国债收益率当日上涨9个基点至4.15%，10年期收益率上涨6个基点至4.53%，短端利率涨幅明显大于长端，集中反映市场对近期货币政策收紧预期的重新定价。 Natixis北美分部美国利率策略主管John Briggs表示："目前就业数据显示出近期的加速势头，这给市场提供了考虑加息的第二个理由，尤其是在霍尔木兹海峡仍处于封锁状态、通胀风险持续存在的背景下。" 加息预期骤然前移，市场定价路径重塑 Nick Timiraos分析指出，今春就业市场重新加速，将为美联储内部担忧通胀、认为当前利率偏低不足以遏制新一轮价格压力的官员提供更多支撑。美联储部分官员近日已公开表态，美联储应为今年晚些时候加息做好准备，以收回去年下半年三次共计75个基点降息中的至少一部分。彼时降息旨在稳定就业市场，而如今就业市场的健康程度已明显超过当时。 尽管如此，此份报告未必能彻底终结美联储内部的分歧。对加息持保留态度的官员...

6月1日港股盘后，美团发布了2026年一季度业绩报告。只看经营数据，美团没有变得更好，但也没有变得更糟。 当季，美团收入910亿元，同比增长5.6%，净亏损68.27亿元，刨除股权激励、投资收益等因素影响后经调整净亏损为49.68亿元，但收窄趋势明显。此前两个季度，美团净亏损分别为186.32亿元、129.57亿元。 减亏成为美团一季度财报最大亮点背后，外卖大战已趋向缓和。美团当季度销售及营销开支环比减少了87.57亿元，销售成本环比下降了29.01亿元。 但外卖大战有缓和，即时零售的长期博弈并未停下。 阿里管理层已经不止一次表露对即时零售的决心和野心，势必要拿下即时零售市场份额第一。5月份吴泽明进入最高决策层，一定程度上是表彰，说明阿里对淘宝闪购过去一年取得的成效满意；盒马CEO严筱磊改为向蒋凡汇报，则是一个信号，阿里对即时零售的排兵布阵还在做优化，想进一步握指成拳。 守住第一，同样也是美团的目标。这几个季度，尽管竞争压力倍增，美团管理层总是在强调“市场领先地位”。不论是对内还是对外，这本身就是美团必要的姿态释放。 图/国信证券 市场份额第一的位置之外，现在阿里和美团也有着另外一个趋同且迫切的目标：UE改善。 阿里管理层说有信心UE将在2027财年部分月份转正，说阿里有信心业务在规模和市场份额的基础上实现盈利；美团在财报电话会上也强调，长期UE上，其预计竞争将更加理性，对持续保持领先的运营效率有信心，将支撑长期竞争力。 一定程度上，这释放出了一个信号，不论对阿里还是对美团而言，双方都心照不宣地将战事推向了另一个阶段—— 此前要市场份额，接下来运营效率更重要，能不能赚到钱更重要。 当常态化大规模补贴成为过去式，即时零售接下来的交锋，或许才更精彩。 但对当下的美团而言，即时零售显然又并非唯一战场。 01 美团和阿里，同靶不同命 客观来看，不论是从消费者感知还是各家业绩来看，外卖大战的烈度一季度确实有所降温。 但大家并非停战，而是加速向理性竞争靠拢。 财报电话会上，王兴提到，随着全行业补贴最终趋于理性，竞争正回归基本面，即运营效率与用户体验，而这能发挥美团的优势，“即便我们逐步收缩补贴，仍能看到健康的用户增长与核心用户更强的活跃度。” 参考海豚研究测算，一季度，美团外卖+闪购的整体单均亏损已下滑到1-1.1元左右，好于市场预期的1.4元。 王兴也提到，如果竞争更加理性，...

Pre-Market Movement | Astera Labs Expands Its Taiwan Operations to Support AI 富途牛牛

Warren invited the Nvidia CEO to appear before the Senate Banking Committee on June 11 to answer questions about export controls and China business

BTC bitcoin. MF3d/iStock via Getty Images Bitcoin ( BTC-USD ) took a substantial dip recently when Strategy ( MSTR ) revealed that it had sold some of its BTC for the first time in 41 months. The company sold

瑞松科技公告，公司发布2026年度向特定对象发行A股股票预案，拟向不超过35名特定投资者发行A股，募集资金总额不超过7.84亿元（含本数），扣除发行费用后用于高精高速六轴机器人产业化项目（拟投入2.04亿元）、总部及研发中心升级项目（拟投入4.3亿元）以及补充流动资金及偿还银行贷款项目（拟投入1.5亿元）。本次发行定价基准日为发行期首日，发行价格不低于定价基准日前20个交易日公司股票均价的80%，发行数量不超过3671.1万股（含本数），限售期6个月。该预案已获董事会审议通过，尚需股东会审议、上交所审核及中国证监会同意注册后方可实施。

标普拒绝为SpaceX“开绿灯”！ 当前，全球首富马斯克正在火速推进SpaceX的IPO事宜。尽管SpaceX此次上市获得华尔街巨头热捧，但标普拒绝为其纳入指数提供快速通道。 这意味着，SpaceX至少要在上市一年后才能被纳入标普500指数。此外，SpaceX还需要满足指数对盈利能力和公众持股比例的要求。 拒绝提供快速通道 据路透社、彭博社等多家外媒消息，标普拒绝给SpaceX等巨无霸IPO公司纳入指数提供快速通道。 当地时间周四，标普道琼斯指数公司发布新闻稿称，公司不会缩短目前对新上市公司设定的12个月观察期，也不会基于公司规模而豁免当前对盈利能力和公众持股比例的要求。 也就是说，指数提供商不会改变其主要股指的纳入要求，这实际上排除了史上最大IPO公司SpaceX快速纳入基准标普500指数的可能性，对马斯克的这家公司造成了打击。 SpaceX正在筹集750亿美元，目标估值1.75万亿美元，这将使其跻身美国市值最大的十家上市公司之列，但标普表示，“不应仅基于市值就给予财务可行性、上市时间和流通市值权重要求的豁免。” B.Riley Wealth首席市场策略师阿特·霍根表示：“这说明标普道琼斯指数公司基于规则行事、要求公司在纳入指数前实现盈利的做法是值得信赖的。仅仅因为某家公司规模庞大、长期私有且尚未盈利就为其破例，这不太合理。” 根据标普未作修改的规则之一，要纳入标普500指数，公司必须按照公认会计原则在最近一个季度以及最近四个季度总和实现盈利。SpaceX在2025年净亏损49.4亿美元，尽管营收增长33%至186.7亿美元。 标普500是华尔街最受关注的基准指数。如果规则被修改允许SpaceX纳入该指数，拥有数万亿美元资产的被动型标普500指数基金将被迫买入SpaceX股票。 SpaceX于本周四开始了其IPO路演，在此过程中，证券发行方及其银行家通常会收集投资者的反馈，然后在股票开始交易前一天举行的会议上确定最终的IPO价格。 据路透社报道，知情人士透露，SpaceX已在其750亿美元的首次公开募股中告知承销银行，将坚持周三在更新版IPO文件中披露的每股135美元的发行价。这一决定再度表明马斯克决意按照自身诉求推进这场史上规模最大的IPO，打破了华尔街行业惯例。不过，知情人士同时强调，正式挂牌上市前该定价仍存在调整可能。 三名熟悉本次路演进展的知情人士透露，市...

Where's the Trump phone? We're going to keep talking about it every week . We've reached out, as usual, to ask about the Trump phone's whereabouts. This week, I'm investigating where it might have been built - and why it definitely wasn't the US. Almost a year after its announcement, the Trump phone has "launched." A few journalists and YouTubers have received early samples of the phone, though there's still little evidence that any regular buyers have gotten theirs. If and when anyone else gets it, they'll discover an open secret: Just like Trump's "God Bless the USA" bible , it's not really made in the USA. When Trump Mobile announced its … Read the full story at The Verge.

费城半导体指数下跌4.6%。