NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer highlighted the recent COMPUTEX festival and the CEO’s keynote speech, as he stated: What triggered the newfound optimism in this insanely positive tech session that made me feel like it’s not going to […]

Jim Cramer Explains Why NVIDIA Stock Rallied Yahoo Finance

东材科技公告，截至2026年6月4日，公司股本10.1亿股，董事长唐安斌持股1160.51万股，占1.1488%。其因个人资金需求，计划自2026年6月30日起3个月内通过集中竞价减持不超290.12万股，占0.2872%。减持期间如遇派息、送红股、转增股本、增发新股或配股，减持数量将作相应调整，减持价格以减持实施时市场价确定。

长沙银行公告，湖南长银五八消费金融股份有限公司获准增资8.21亿元，增资后注册资本由11.24亿元增至19.45亿元。

联合健康盘前上涨2.4%，美银全球研究将其评级从中性提升至买入。

Micron stock drops, brace for the memory-price peak MSN

Micron Stock Drops, Brace for the Memory-Price Peak Barron's

Micron stock was falling Thursday, with one analyst predicting memory-chip prices might be approaching a ceiling.

Since 2022 Just A Handful Of Countries Have Driven All Sovereign Gold Demand The 2008 financial crisis marked a structural shift in central bank behaviour Back in January, UBS showed that most of last year’s increase in gold prices was driven by US policy shocks boosting private demand . The bulk of the gold price increase last year can be attributed to US policy shifts: UBS Running in parallel, however, has been a more gradual but persistent rise in official sector gold holdings. A common narrative, one which was started largely on this website, is that this shift began with the Russia–Ukraine conflict, when the freezing of Russia’s foreign exchange reserves heightened incentives for countries to diversify into assets such as gold. (Russia, for example, confirmed in 2021 that its gold reserves are fully held domestically.) While that is true, UBS chief economist Arendy Kapteyn notes that the true turning point in official sector gold demand came well before 2022. The increase in official sector gold holdings began around the global financial crisis in 2008, not in 2022 (roughly 85% of the increase occurred between August 2008 and February 2022, and about 15% since then). While sanctions risk has clearly accelerated and reinforced the trend - Russia also stepped up purchases after Crimea in 2014 - but it is likely not the root cause. As highlighted in this IMF paper , the GFC led emerging markets to reassess the safety of advanced-economy assets, given stresses in banking systems and sovereign balance sheets, making gold an attractive hedge. At the same time, rapid reserve accumulation in the 2000s left many countries heavily exposed to a narrow set of “safe” assets, raising both concentration and correlation risks. In addition, post GFC policies (QE and ultra-low yields) sharply reduced the opportunity cost of holding gold. What is perhaps most notable is how concentrated - across a universe of roughly 200 countries - the buying has been. Between 2008 and 2022, jus...

格隆汇6月4日｜美国就业咨询公司“挑战者企业”6月4日发布报告显示，科技行业上个月宣布计划裁减38,242个岗位，为2024年8月以来最高水平。截至目前，科技行业今年累计宣布裁员123,653人，较2025年同期增长超65%。该公司首席营收官Andy Challenger表示：“劳动力市场正在被技术实时重塑。如今，AI已经成为企业裁员时提及的主要原因。”

(RTTNews) - Caleres Inc. (CAL) announced earnings for its first quarter that Increases, from the same period last year

Thailand's consumer watchdog said it will sue Meta's Facebook for allegedly allowing scammers to ‌use the platform to defraud users through adverts and ‌for failing to protect consumers, the Consumer Council said on Thursday. Meta did not ​immediately respond to a Reuters request for comment. Between 2024 and 2026, the council recorded 3,793 ​complaints linked ​to Facebook, including cases where ​users did not receive ‌purchased goods, alleged fake investment schemes, impersonation using victims' names and photos and pages created to mislead buyers.

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Arend Kapteyn, UBS Investment Bank Global head of Economics & Strategy Research; Blair Jacobson, Ares Management Co-President; Petra Hielkema, European Insurance & Occupational Pensions Authority Chairperson (Source: Bloomberg)

da-kuk/E+ via Getty Images The AI boom is still being driven largely by spending within the industry itself rather than by broad outside demand from consumers and businesses, according to analysis from TS Lombard and Bloomberg. Researchers estimate that roughly 85% of AI ecosystem revenues currently come from “capex recycling”, a circular flow where major AI companies spend heavily on infrastructure, generating revenue for other companies across the same ecosystem. The analysis breaks AI revenues into two loops: an “inner loop” driven by hyperscaler and AI infrastructure spending, and an “outer loop” generated from actual consumer and enterprise adoption of AI services. The inner loop is largely tied to datacenter and semiconductor spending led by companies like NVIDIA. NVIDIA’s annualized datacenter revenue now stands near $300 billion, and because each dollar spent on chips typically requires additional spending on networking, energy, memory, and infrastructure, total AI ecosystem capex is estimated at roughly $660 billion. By comparison, external AI revenues from subscriptions and enterprise AI services, including sales generated by hyperscalers, OpenAI, and Anthropic, are estimated at just $140 billion. That imbalance means most AI revenues are still coming from companies building AI systems rather than from end users paying to use them. The capex recycling ratio has remained relatively stable since ChatGPT launched in 2023, raising concerns among some analysts about sustainability if hyperscaler spending eventually slows. Supporters of the AI trade argue the industry remains in an early infrastructure phase similar to previous technology booms, where investment initially outpaced monetization. But critics warn the sector could face a traditional semiconductor-style boom-and-bust cycle if outside demand fails to catch up with current spending levels. For now, the AI ecosystem continues to benefit from strong momentum as hyperscalers keep expanding datacenter cap...

DKosig Sportradar Group AG ( SRAD ) announced on Thursday a multi-year extension of its data and audiovisual betting rights agreement for Wimbledon, continuing its exclusive global distribution of official data and AV betting content for The Championships and its qualifying rounds. The rights were initially obtained through Sportradar's ( SRAD ) 2025 acquisition of IMG Arena, and the renewed deal with the All England Club extends beyond 2026. The agreement strengthens Sportradar’s position in tennis, giving it rights to three of the four Grand Slams (Wimbledon, Roland-Garros, and the U.S. Open) alongside extensive ATP and UTR coverage. Altogether, the company distributes data from more than 40K tennis matches annually to clients worldwide. Sportradar ( SRAD ) plans to leverage its global network, technology, and data capabilities to maximize the value of Wimbledon rights. The extension supports deeper integration of official data into betting and fan engagement products, including expanded micro-betting and player-specific markets driven by real-time odds, aimed at enhancing in-play experiences. Shares of Sportradar ( SRAD ) fell 2.8% in premarket trading after shedding 1.6% on Wednesday. The sports data stock is down more than 40% on a year-to-date basis. More on Sportradar Sportradar Group AG (SRAD) Q1 2026 Earnings Call Transcript Sportradar Group AG 2026 Q1 - Results - Earnings Call Presentation Sportradar Group AG: Both The Moat And Growth Outlook Have Improved The World Cup presents sportsbooks with a massive low-cost customer acquisition window Sportradar jumps 3% premarket after CEO buys shares worth $4.6M

Medtronic has room to run after setting the stage for its future growth, so investors should add shares to their portfolios to reap the returns, according to BTIG. The investment firm upgraded the medical technology name to buy from neutral. It also set a $90 price target for shares, implying 15% upside from Wednesday's close. "MDT's underlying organic revenue growth is structurally higher than in the past and with combined growing new product contributions … we see an attractive top-line set up," analyst Ryan Zimmerman said in a note to clients. "Against this backdrop, MDT trades at a discount to peers in a market where income and durability are underappreciated." Medtronic is trading at 13 times forward earnings, per FactSet, while peers have a rough multiple of 16.6. The company delivered its strongest yearly revenue in 10 years in fiscal 2026, while it has shown signs of organic top-line growth acceleration in the subsequent fiscal period, according to BTIG. The medtech firm has also provided "the most concrete evidence to date that new product contributions are commercially inflecting," Zimmerman noted. Medtronic's newer offerings, including a Food and Drug Administration-approved implant for urinary incontinence called Altaviva and a high blood pressure treatment named Symplicity, could increasingly contribute to its business over the next year, he added. BTIG's call falls in line with consensus on the Street. Of the 33 analysts covering Medtronic, 18 have a buy or strong buy on the stock, LSEG data shows. Shares have fallen nearly 19% in the year to date.

百利天恒公告，自主研发的创新生物药注射用BL-M05D1（Claudin18.2ADC）用于在既往经一线治疗的Claudin18.2阳性晚期胃癌或胃食管结合部腺癌对比注射用BL-M05D1与研究者选择的治疗方案的随机对照组III期临床试验已于近日完成首例受试者入组。

百利天恒公告，近日收到国家药品监督管理局(NMPA)正式批准签发的《药物临床试验批准通知书》，公司自主研发的创新生物药注射用BL-M08D1（ADC）的联合用药的临床试验获得批准。

AMD FSR 4.1 to skip RDNA 3.5 integrated graphics VideoCardz.com

Singapore Airlines in talks on order for at least 50 big jets, sources say Reuters

格隆汇6月4日｜伯恩斯坦：将博通(AVGO.US)目标价从525美元上调至550美元。

格隆汇6月4日｜泰国消费者保护机构声明称，将起诉Meta Platforms的Facebook ，因其允许诈骗者利用Facebook欺诈公众。

Key PointsSpaceX, OpenAI, and Anthropic could all be worth more than $1 trillion when they go public.

格隆汇6月4日｜雷神科技(RTX.US)盘前涨1.9%。消息面上，杰富瑞将雷神科技评级从持有上调至买入，将目标价从210美元上调至220美元。

特斯拉 和英伟达在盘前交易中表现逊于其他科技七巨头。由于芯片制造商博通对人工智能芯片营收的展望未能打动投资者，美国股指期货走低。 该芯片制造商的疲软表现也拖累了与人工智能生态系统相关的公司股价。 科技七巨头个股表现：特斯拉跌0.96%，英伟达跌0.9%，Meta跌0.8%；而 苹果 涨0.97%， 亚马逊 涨0.4%，Alphabet涨0.5%， 微软 涨0.6%。 责任编辑：李安桐

CMA expects its move to give publishers greater ability to negotiate content arrangements with Google.

Dow futures rose while techs tumbled as Broadcom and CrowdStrike dived on earnings. The SpaceX IPO price target and size have been set with the offering next week.

(RTTNews) - Despite a positive trend in most of the markets across Europe following Lebanon and Israel agreeing to implement ceasefire, the UK stock market's benchmark index FTSE 100 drifted lower on Thursday, weighed down by losses in energy, mining and financials sectors.

格隆汇6月4日｜据一财，从业内获悉，交易所于近期发布了《交易网关管理指引(试行)》，自今年8月31日起施行，并向业内下发了关于强化参与者交易业务单元管理的通知。其中，上交所方面发布了《关于强化参与者交易业务单元管理的通知》，明确会员应当针对参与者交易业务单元使用情况开展自查，如不符合相关规定的情形，应当在通知发布之日(5月29日)起三个月内完成整改。 通知提到，会员应当做好交易单元内部分配，公平对待投资者，保护投资者特别是中小投资者合法权益，严禁为个别投资者提供特殊便利。同时，会员向该所申请新增普通经纪和两融专用交易单元前，应确保已申请的交易单元数量与其自身的经纪业务规模相互匹配，并做好已申请交易单元的充分使用。上交所还提到，会员应确保清理整改工作平稳有序开展。

巴克萊銀行維持百濟神州(ONC.US)買入評級，維持目標價409美元 富途牛牛