格隆汇6月5日｜据半岛电视台：以色列对黎巴嫩南部城市提尔发动空袭。

周四美股成交额第1名 美光 科技收7.74%，成交536.42亿美元。周四美光科技等存储概念股集体走低。消息面上，周三收盘后，博通公布的最新财报因2027财年AI营收指引“较为平淡”引发科技板块的集体抛售。但许多华尔街分析师认为这是一次误判，博通真正的爆发力，2027年之后才会充分释放。 第2名英伟达收高1.94%，成交355.93亿美元。据报道，英伟达与 现代汽车 集团正就韩国人工智能研发中心的建设进行最后阶段谈判，这将是英伟达在全球设立的少数顶尖AI研究基地之一。该中心若建成，将进一步巩固英伟达在全球AI芯片市场的领导地位，同时加速现代汽车在机器人及自动驾驶领域的技术布局。 据报道，双方已进入选址和时间表的最终磋商阶段。位于韩国西海岸的新万金经济区凭借其丰富的可再生能源资源成为首选地点，现代汽车已承诺投资约5.9亿美元在该地区建设AI、机器人和氢能产业创新中心。 第3名博通收跌12.59%，成交亿美元。尽管博通交出了强劲的季度业绩并上调了增长预期，但因未进一步提高全年人工智能业务收入展望，其股价周四大跌，并拖累英伟达、 AMD 等半导体板块整体走弱。 市场担忧主要源于投资者对AI概念股的预期已大幅提高，任何增长指引未进一步上调的信号都可能触发获利回吐。 不过，多家华尔街机构认为市场反应过度。伯恩斯坦分析师指出，博通AI业务仍将保持约200%的同比增速，2027财年AI半导体收入有望突破千亿美元，且高毛利率和运营杠杆足以抵消利润率压力。 高盛 也建议积极买入，认为公司2027年增长前景明朗，定制芯片项目进展顺利且供应链有保障。KeyBanc和瑞穗纷纷上调目标价，仅麦格理将评级下调至“中性”。 第4名迈威尔科技收高4.90%，成交258.09亿美元。该股已经连续第六个交易日上涨，并再创历史新高。 6月2日，英伟达CEO黄仁勋在COMPUTEX 2026演讲时表示，迈威尔科技将成为下一个万亿美元公司。同时，黄仁勋宣布，英伟达与迈威尔科技正进一步深化合作，共同扩展下一代AI数据中心所需的关键网络与连接基础设施。受此消息提振，迈威尔科技当日收涨超32%，并在其后几个交易日连续上涨。 公开资料显示，迈威尔科技主要提供数据中心网络、交换芯片、光互联芯片、定制ASIC芯片以及存储解决方案。 第6名 谷歌 A类股收高3.68%，成交156.3亿美元。谷歌母公司Alphabet于近...

美国总统唐纳德·特朗普表示，美伊协议的主要内容是伊朗不得拥有核武器，以及霍尔木兹海峡将立即开放。 特朗普在白宫对记者表示。 他还表示，美国将取得胜利，无论是通过协议文本还是通过军事手段。 原 责任编辑：江学思

Meghan Robson, head of US credit strategy at BNP Paribas, and Sonali Pier, portfolio manager: multi-sector credit at PIMCO, join Katie Greifeld on "Bloomberg Real Yield." Cliffwater, Blackstone, and Partners Group all capped certain fund redemptions this week. The moves put private markets back into the spotlight. (Source: Bloomberg)

Liftoff Mobile (LFTO) debuted on the Nasdaq Composite (^IXIC) on Thursday, raising $437 million and pricing the initial public offering (IPO) at $23 per share. Liftoff CEO Jeremy Bondy joins Yahoo Finance to explain why the IPO was delayed, discuss Liftoff's AI engine "Cortex," and to outline the differences between Liftoff and AppLovin (APP).

UBS (AMUB) launches $390K Trigger Autocallable Notes linked to AMD stock Stock Titan

Susquehanna’s bullish outlook on Sandisk reflects confidence that AI-driven storage demand and favorable memory-market dynamics could support further gains.

Communist Hasan Piker Blames "Homo-Fascism" After Scott Wiener Crushes His Preferred SF Candidate Far-left Turkish-American millionaire and Twitch streamer Hasan Piker lashed out during a Tuesday livestream after his friend, San Francisco congressional candidate Saikat Chakrabarti, was badly defeated in the primary race to succeed Nancy Pelosi . Chakrabarti, a former aide to the unhinged socialist NY Rep. Alexandria Ocasio-Cortez, spent $10 million of his own money but was polling around 15% with about half the vote counted. Piker strangely blamed Chakrabarti's poor performance on San Francisco's urban layout and car dependency, despite the city's reputation for public transit. He then pivoted into attacking the city's affluent liberal voter base : You know what it is? I know what it is. F**king car-reliant infrastructure. The more cars you have, the more chuddy the f**king city is. That's it. No public transit. No f**king people living close to one another. It's just f**king rich liberals who just want homo-fascism in the country, that's it. They want gay fascism. They want gay techno-fascism. X user Dipper captured Piker's livestream meltdown in a post titled "He's so fucking mad, commies down horrendously." He's so fucking mad, commies down horrendously. https://t.co/VAySH1m6kV pic.twitter.com/J0SM3dXEO9 — Dipper (@dipperid) June 3, 2026 Late Wednesday, Chakrabarti blamed his loss on outside money from AI, crypto, and AIPAC-linked interests ... The campaign has ended, but the mission remains. We must wrest control of our country away from the corporations and back into the hands of people. And the only force capable of doing that is a movement of people unlike any we have seen in generations. Thank you to everyone who… pic.twitter.com/P1yDPz4Aie — Saikat Chakrabarti for Congress (@saikatc) June 4, 2026 As for Piker, he's made the news in recent weeks after committing an operational-security mistake by publicly identifying American Marxist tech financier Neville R...

Kuehn Law Encourages Investors of Oracle Corporation to Contact Law Firm Morningstar

Kuehn Law Encourages Investors of Oracle Corporation to Contact Law Firm PR Newswire

周四，医疗与金融板块个股拉动 道琼斯 工业平均指数大幅收涨，科技板块走势则表现落后。 联合健康 集团是道指成分股，在美银上调其股票评级后股价涨幅超 5%，也带动整个医疗板块普涨。道指成分股中的 高盛 、 摩根大通 、美国运通等金融股悉数走高，支付巨头维萨同样收涨。截至午后收盘，道琼斯指数上涨约 875 点，涨幅 1.7%。 纳斯达克 综合指数表现疲软，收盘小幅下跌不到 0.1%。博通最新财报数据出炉后，投资者暂缓布局 AI 相关交易。这家半导体及软件厂商发布的 AI 业务需求指引不及市场乐观预期，股价暴跌超 13%，拖累全产业链 AI 标的连锁走弱， 美光 科技、超威半导体、 高通 尽数收跌。 标普 500 指数全天收涨 0.4%，但受半导体个股拖累，其科技板块大跌 1.4%。 与此同时，国际原油终结三连涨行情，跌幅约 3%。以色列与黎巴嫩达成新一轮脆弱停火协议，此前以黎冲突一直是美伊停战谈判的关键阻碍；特朗普当日在社交媒体暗示，相关谈判已进入后期阶段。美国原油期货收盘报每桶 93.04 美元。 责任编辑：江学思

【有線新聞】北京近年致力推動生物醫學發展，在中關村生命科學園，除了有協助初創公司孵化的基地，亦有腦科學與類腦研究所，利用腦機接口技術，幫助癱瘓人士重建運動功能。 這裡是生物醫藥初創項目的搖籃，位於昌平區中關村的新生巢創新中心設立共享實驗室、辦公區域等，能有效減輕初創公司前期的資金投入壓力，助力初創公司快速成長。中心成立近7年，累計孵化過百間公司。新生巢創新中心總經理馬麗：「北京在著力地推進標桿孵化器，這些高質量孵化器的建設，包括去年國家級孵化器，也有一個新的發展階段，有卓越性和標準性的認定等，都是在鼓勵孵化器往更專業，提供專業服務的角度去發揮它的效能，而不是簡單的是房屋這種租賃，所以我們覺得現在是一個比較好的一個階段。」 同樣在中關村，北京腦科學與類腦研究所聚焦於國際腦科學前沿，針對腦機接口、腦疾病基因治療等方向，已開展19項臨床試驗。其自主研發的「北腦一號」，可幫助因脊髓損傷 、中風等原因導致癱瘓的患者重建運動功能，至今已完成20宗人體植入病例。北京腦科學與類腦研究所所長羅敏敏：「我們非常關心的是功能性腦疾病，就是腦子看上去是正常，沒有特別明顯的結構 器質性的病變，但是患者的行為、意識發生比較大變化，比如說抑鬱症、高焦慮，再比如說毒品的成癮、強迫症，包括阿茲海默症和帕金森症等等 ，所以研究所對疾病還是非常地重視。」 羅敏敏指，雖然在中國開發腦機接口起步慢，但研究所更著重提供安全、可靠且長期有效的產品幫助患者。

格隆汇6月5日｜美国总统特朗普：古巴正面临粮食短缺，并且缺乏能源和石油。

RiverNorthPhotography Verizon Communications ( VZ ) CEO Dan Schulman said that a “large percentage” of Verizon's customer service work could be done by AI, particularly rote tasks like password resetting and billing inquiries. "More complex things will be a combination of humans and machines working together," Schulman said at the Bloomberg Tech conference on Thursday. "I think in the next two to four years, we're in AGI," Schulman added, referring to Artificial General Intelligence. More on Verizon Verizon: A Bright Future With Growing Dividends Verizon Communications Inc. (VZ) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Verizon Communications Inc. (VZ) Presents at MoffettNathanson's Media, Internet & Communications Conference Transcript The Supreme Court sides with the FCC's fine process in a legal battle with wireless carriers Verizon snaps six sessions of gains

The Greater Manchester Mayor would need to win the by-election in Makerfield to be a possible candidate.

Palantir Expands AI Partnerships While Market Discounts Analyst Price Targets simplywall.st

Bryan Bedder Howard Hughes Holdings ( HHH ) closed its previously announced acquisition of Vantage Group Holdings, a specialty insurance and reinsurance company, for $2.1B , the company said Thursday. The combination represents a major step in transforming Howard Hughes ( HHH ) into a diversified holding company, a plan engineered by hedge fund billionaire Bill Ackman, who's also chairman of HHH. He has said he aims to build an empire similar to Warren Buffett's Berkshire Hathaway ( BRK.B ) ( BRK.A ). "The combination of Vantage’s exceptional specialty insurance and reinsurance platform with Pershing Square’s investment capabilities creates a powerful foundation from which we will seek to build a large, highly profitable insurance company and an enduring source of long-term value creation for Howard Hughes and its shareholders," Ackman said in a statement. Ackman's Pershing Square ( PSHZF ) will manage Vantage's assets on a fee-free basis, enhancing investment returns and furthering alignment with policyholders and shareholders, the company said. No additional investment management or advisory fees will be paid to Pershing Square in connection with its role as investment manager of Vantage’s assets. HHH’s holding-company ownership of Vantage provides long-term capital support, which will strengthen Vantage’s credit profile and underwriting flexibility, HHH said. An emphasis on underwriting profitability will improve Vantage’s ability to effectively navigate the insurance cycle and optimize asset allocation over time, it added. Eventually, Vantage's investment portfolio will be directly invested in cash, short-term Treasuries, and a portfolio of common stocks subject to rating agency and regulatory considerations. The transaction was financed through Howard Hughes's ( HHH ) cash on hand and $1B of nonvoting exchangeable perpetual preferred stock issued by HHH to Pershing Square Holdings , Ltd. ( PSHZF ). Howard Hughes ( HHH ) stock fell 0.8% in after-hours trading. M...

Bill Ackman’s Pershing Square has closed the book on one of its most ambitious activist campaigns. According to CNBC reporting based on The Wall Street Journal, the firm sold its entire stake in Universal Music Group (OTC:UMGNF) following two failed takeover attempts, sending UMG shares down 7% on the news. Shares have since rebounded, but ... Billionaire Bill Ackman’s Pershing Square Exits Universal Music After Failed Takeover Bids, Stock Slumps 7%

格隆汇6月5日｜当地时间4日，美国总统特朗普表示，尽管黎巴嫩真主党此前拒绝美国斡旋的和平方案，但相关谈判仍在推进之中，并已取得一定进展。特朗普表示，黎巴嫩局势与伊朗问题相互关联。他透露，相关方面曾主动与美方联系讨论停火问题。“他们给我们打电话，询问是否能够停止冲突。”特朗普说。特朗普称，他已就此问题与以色列总理内塔尼亚胡进行了沟通，同时也与黎巴嫩真主党方面进行了接触。

美国总统唐纳德·特朗普表示，在霍尔木兹海峡问题上，“我们不需要欧洲的帮助”。 特朗普在白宫回答记者提问时表示。 特朗普谈及北约时表示：“我们给过他们帮助的机会，但他们选择不这样做。” 责任编辑：江学思

Some jurisdictions have weakened their public health authorities in response to criticism of lockdowns, school closures, mask mandates, vaccine requirements and other COVID-era restrictions. (Image credit: PATRICK T. FALLON)

Global Ship Lease ( GSL ) has agreed contracts for 10 mid-size container ships at an aggregate cost of about $917M, the company said Thursday. The ultra-high-reefer, wide-beam vessels are scheduled for delivery between the fourth quarter of 2028 and the first quarter of 2030. All 10 ships have been fixed on multi-year charters upon delivery, with a TEU-weighted average term of 6.7 years, and are expected to generate roughly $665M in aggregate adjusted EBITDA over their charter terms. Executive Chairman George Youroukos said the new builds were designed to be "the workhorses of global container shipping for many years to come," replacing aging vessels in the fleet while meeting liner customers' need for flexibility amid shifting trade patterns. GSL said the move is backed by a strong balance sheet and forward charter cover of $2.1B spread over 2.6 years. More on Global Ship Lease Global Ship Lease: Contract Visibility And Balance-Sheet Strength Continue To Support Upside Global Ship Lease, Inc. (GSL) Q1 2026 Earnings Call Transcript Global Ship Lease, Inc. 2026 Q1 - Results - Earnings Call Presentation Quant snapshot: Baozun, Sohu among top-rated names as Sol Strategies, Arqit Quantum lag Global Ship Lease declares $0.625 dividend

Microsoft (NASDAQ: MSFT) To Launch Homegrown AI Model Suite At Annual Build Developer Conference foreignpolicyjournal.com

Cathie Wood and Warren Buffett couldn’t be more different when it comes to investing styles. Wood’s ARK Invest is known for betting on disruptive tech like AI and robo-taxis, while Buffett spent his 55 years as Berkshire Hathaway CEO buying old-fashioned, reliable companies at fair prices. Google parent Alphabet appears to be the rare stock that fits both strategies.

Investors seeking to capitalize on the transition to cleaner energy sources often face a choice between specialized technologies and broader infrastructure. While the Invesco Solar ETF (NYSEMKT:TAN) provides concentrated exposure to the solar power supply chain, the First Trust North American Energy Infrastructure Fund (NYSEMKT:EMLP) invests in energy infrastructure, such as utilities and pipelines. This comparison explores how these two strategies differ in terms of volatility, cost, and asset concentration. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. The First Trust fund is the more expensive of the two, with a 0.95% expense ratio, compared to 0.70% for the Invesco fund. This 0.25 percentage point difference reflects the additional costs associated with active management and specialized research into infrastructure. For investors prioritizing low-cost passive indexing, the Invesco fund offers a more affordable way to bet on the clean energy sector. Continue reading

Anthropic 正呼吁全球顶尖人工智能实验室考虑放缓研发进度，理由是人工智能系统迭代速度过快，或将在不久后实现脱离人类干预的自主进化，进而对社会构成重大安全隐患。 该企业于周四在一篇官方博客文章中表示，拥有暂缓全球人工智能研发的选择权 “大概率是一件好事”，博文同时披露内部实验数据，佐证其旗舰大模型的性能提升速度。 这篇由公司研究院负责人玛丽娜・法瓦罗与政策主管杰克・克拉克联合执笔的文章提到，当前模型的迭代趋势正走向递归式自我优化：也就是人工智能无需人类介入就能自主升级能力。不少业内从业者将这一技术临界点视作危险信号，认为其有可能引发大规模社会动荡。 二人在博文中写道：“我们认为，全球拥有放缓或临时叫停前沿人工智能研发的备选方案，对世界有利，这样各类社会配套机制与人工智能对齐研究才有时间跟上技术发展的脚步。” 文章提议各国签署全球性协定，敲定前沿 AI 研发的限速细则，并设立核查机制，监督同业企业遵守相关约定。 博文提醒，递归自主优化目前尚未成为现实，也并非必然出现，“但其落地时间或许会早于绝大多数机构的准备周期。” 这家自创立起便主打人工智能安全理念的企业，长期饱受外界质疑：业内指责其出台各类监管相关政策，本质意在拖累竞品的技术研发节奏。风投投资人、特朗普总统非正式顾问戴维・萨克斯就指责 Anthropic 管理层在推行一套 “监管俘获议程”。 萨克斯在近期一档播客节目中称，这套在华盛顿推进的监管俘获议程，或将推动美国出台禁令限制开源大模型；开源 AI 可供各类机构低成本落地使用、自主二次开发。 长期以来，人工智能行业在两大议题上分歧显著：现有模型距离通用人工智能（AGI，拥有比肩人类的智能水平）、递归自主优化究竟还有多远。 Meta 前首席人工智能科学家、行业先驱扬・勒昆等学者认为，依托大语言模型打造的前沿产品永远无法进化至媲美人类的智力水准。他认可 AI 是强大工具，但将现有模型的智能类比为猫咪水准，并与担忧 AI 会给人类带来生存级风险的研究者展开论战。 责任编辑：江学思

Palantir stock dipped amid news at AIPcon 10, including a marketing partnership with Google's cloud computing business.

Palantir Stock Dips Amid Google Cloud Deal, AIPCon 10 Announcements Investor's Business Daily Why Palantir Stock Is Sinking Today Yahoo Finance Palantir: The Bottom May Be In; Next Stop $250 (Technical Analysis) (NASDAQ:PLTR) Seeking Alpha

Dow Jones futures were little changed after hours, along with S&P 500 futures and Nasdaq futures. The May jobs report is on tap before Friday's open. The stock market saw the Dow Jones jump to a record high, aided by lower oil prices and Treasury yields.

格隆汇6月5日｜美国总统特朗普：我们将处理好古巴问题。