Yext's fiscal Q1 report arrived with better-than-expected earnings, but investors are focusing on other aspects of the business update.

Key PointsYext posted better-than-expected earnings in fiscal Q1, but sales missed Wall Street's target.

Alibaba has spent the past six months weaving its own ecosystem into Qwen. Photo: VCG Alibaba Group Holding Ltd. has opened its flagship artificial intelligence application Qwen to third-party service providers, allowing users to execute commercial tasks directly through the chatbot. The initial rollout includes partnerships with brands such as Luckin Coffee, KFC, and China Eastern Airlines. Users can already prompt the AI to find nearby stores, recommend meals based on a specific budget, and place pickup orders, while future updates will allow companies to operate customized, proactive AI agents on the platform.

Nvidia looks to revamp the personal computer industry this fall by supplying AI-enabled PC chips for hardware vendors.

Hugo Kurk/iStock via Getty Images Thesis Ambarella, Inc. ( AMBA ) has pivoted multiple times throughout its tenure. Its most recent pivot into edge AI, specifically automotive, has caught the attention of investors over the last few years. And the increase in attention appears to at least be somewhat warranted given recent financials, and not just based on the trendy AI topic. Its metrics are largely improving, from impressive annual revenue growth to shrinking net losses. Despite improvements, the valuation still appears largely out of reach due to persistent losses over the preceding years. Increasing Revenues Are Promising Listening to Ambarella’s management, the growth story is centered squarely around edge AI. And while it’s important to invest based on future prospects, I’d like to take a look at how much of the current revenue growth is due to future ideas versus what is currently being implemented. Year over year, Ambarella’s revenues grew an impressive 16.9%, from $85.9 million to $100.4 million for the period ending April 30, 2026. According to management, the growth was led by automotive revenue growth, citing, “Our automotive revenue established a new all-time revenue record, with very strong double-digit growth led by the rapid emergence of AI…” Surprisingly, this was despite other revenue lines being suppressed year over year. Automotive, in this case, refers to part of Ambarella’s edge AI portfolio specifically for AI processors and software. The growth in this category firmly reinforces the growth story surrounding edge AI and its use cases. Edge AI specifically is expected to grow at a CAGR of 16.9% from 2025 through 2030 , which is completely in line with the revenue growth of Ambarella for the last quarter. We can use this to assume that Ambarella just needs to ride the wave of edge AI and not even necessarily do anything extraordinary. Grand View Research Ambarella Has A Strong Balance Sheet Changing gears, we’ll review the balance sheet to deter...

Palantir Investors Vote Down Human Rights Proposals. Why Insiders Prevailed. Barron's

Two shareholder proposals requested independent reports on whether Palantir’s software contributes to human rights abuses by government clients.

Palantir Investors Vote Down Human Rights Proposals. Why Insiders Prevailed. Barron's

格隆汇6月4日｜巴西政府在声明中对美国近期提议的关税表示强烈反对。

A weekly, midday program that delivers high-impact, editorially driven coverage of the most important corporate transactions shaping the global market. Today's guests: Diameter Capital Co-Founder & Managing Partner Scott Goodwin and Oaktree Managing Director & co-Portfolio Manager Christina Lee. (Source: Bloomberg)

Duke Energy President Harry Sideris says the utility is focused on keeping power affordable for customers while meeting surging demand from AI and data centers. Sideris spoke with Bloomberg’s Tyler Kendall at the Edison Electric Institute Conference in Las Vegas. (Source: Bloomberg)

In this article BTC.CM= Follow your favorite stocks CREATE FREE ACCOUNT Cheng Xin | Getty Images Bitcoin's highest conviction holders have joined the sell-off in the cryptocurrency, which could signal the beginning of the end of the ongoing crypto slump, according to Compass Point. Long-term holders – defined as those that have held onto their coins for at least 155 days, or about five months – were largely inactive from February to April but have turned into sellers in recent weeks, Compass Point analyst Ed Engel said in a note Tuesday. In the past two days they've sold about $2.4 billion in bitcoin, "which has large implications on BTC's supply/demand balances," Engel said. He also highlighted that 26% of bitcoin sold in the last 30 days came from investors who bought it above $90,000. "This cohort of top-buyers had been resilient throughout the bear market; however, they're finally capitulating as BTC approaches new cycle lows," he added. "Top-buyer capitulation is a very common theme in late cycle bear markets. This makes us more confident that BTC's bear market is in late stages." Bitcoin has been struggling to climb back toward its October record of more than $126,000 as uncertainty around the U.S.-Iran war has kept the price under pressure. Meanwhile, however, the stock market has risen to new records. The divergence has investors questioning both of bitcoin's dominant narratives: that it's "digital gold" that should benefit from geopolitical uncertainty, and that it trades like a high beta tech stock. On Monday, bitcoin ETFs registered their 11th day in a row — and longest streak ever — of net outflows, according to SoSoValue. Bitcoin is down 10% week-to-date after some fear-based unloading on Monday – following Strategy's minor sale of 32 coins – triggered a cascade of long liquidations that accelerated the downward pressure. Still, analysts say Strategy's sale is not a significant factor driving bitcoin's price. "ETF flows are the primary driver of BTC pri...

格隆汇6月4日｜据塔斯尼姆通讯社：伊朗外长表示，重返谈判桌的前提是保障伊朗民族的权利、结束黎巴嫩战争以及平息该地区的紧张局势。

Most Fed districts reported higher inflation than in the previous report, driven primarily by the impact of the war in the Middle East on energy prices, according to the US central bank’s Beige Book survey of regional business contacts. Stuart Paul reports on Bloomberg Television. (Source: Bloomberg)

格隆汇6月4日｜现货钯金日内跌幅达4.00%，现报1312.90美元/盎司。

Pinecone Systems Inc and Microsoft Corporation Integrate Pinecone Nexus With Microsoft OneLake Bringing AI Agents Directly to Enterprise Data marketscreener.com

Covered call ETFs tied to the S&P 500 have become the default income vehicle for investors seeking monthly distributions without sacrificing large-cap equity exposure. Three funds dominate the conversation: JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI), NEOS S&P 500 High Income ETF (NYSEARCA:SPYI), and Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO). Each writes calls against US ... After Comparing Every Covered Call S&P 500 ETF These 3 Pay Up to 12 Percent Without Touching Princip

格隆汇6月4日｜据黎巴嫩电视台Al-Mayadeen：伊朗外长表示，我们与美国的联系并未中断，但谈判没有取得进展。

In May, the S&P 500 energy sector ( XLE ) moved 4.4% in the downward direction this year, hurt by a 12% drop in crude oil futures ( CL1:COM ). Against this backdrop, short interest trends among mid, large and mega-cap energy stocks show a wide divergence. Centrus Energy ( LEU ) was the most shorted stock in May, while Enterprise Products Partners ( EPD ) was the least shorted stock. Most shorted energy stocks as of May end: Centrus Energy ( LEU ) 22.40% Solaris Energy Infrastructure ( SEI ) 20.75% Transocean ( RIG ) 19.92% Northern Oil and Gas ( NOG ) 16.29% Sable Offshore ( SOC ) 16.15% Least shorted energy stocks as of May end: Mach Natural Resources ( MNR ) 0.52% MPLX ( MPLX ) 0.65% Enterprise Products Partners ( EPD ) 0.89% Energy Transfer ( ET ) 0.95% Exxon Mobil ( XOM ) 0.99% Energy ETFs: ( XLE ), ( AMLP ), ( VDE ), ( XOP ), ( OIH ), and ( IXC ). More on State Street® Energy Select Sector SPDR® ETF Investment Strategy For The Upcoming Inflationary Recession Single Stock Volatility Jumps To A Record Vs. The VIX Index I Think Oil Is About To Go Vertical Oil extends gains as Persian Gulf countries caught in serious U.S.-Iran flare-up Crude inventory falls by 8M barrels for the week ended May 29 – EIA

格隆汇6月4日｜美联储在褐皮书中指出，在11个地区中，就业情况几乎没有变化，而有一个地区则略有增长。在多个地区，制造业的招聘情况最为强劲，这得益于与国防相关的业务以及不断增长的数据中心需求。工资增长总体上保持在温和至中等水平，与通货膨胀基本一致。不过，各地区报告称，为应对不断上升的燃料和其他家庭成本压力，他们需要更频繁地调整工资和生活成本增加。大多数地区描述的是招聘谨慎、解雇谨慎的环境，由于经济不确定性，员工们越来越不愿意更换工作。招聘工作仍很谨慎，主要集中在关键岗位或人员流失的补充上。专业服务行业的需求状况参差不齐，部分反映了技术和运营变化带来的影响。

Pure high-yield equity strategies can be potentially risky. But the combination of yield, strategy, and portfolio composition makes one of these ETFs the clear winner.

Key PointsThe Vanguard High Dividend Yield ETF invests in over 600 companies with above-average expected yields.

File detailing security mitigations is among those withheld at the request of the Metropolitan police Ministers have faced renewed cross-party pressure in parliament over documents missing from a 1,500-page release of papers about Peter Mandelson’s appointment as ambassador to Washington. Despite the volume of information published on Monday, crucial documents were withheld at the request of the Metropolitan police on the grounds that they could “potentially prejudice” an investigation. They include a document summarising the vetting process, which concluded with officials recommending Mandelson not be given security clearance. Continue reading...

Key PointsThe video shows why a company’s cash and balance sheet matter more than its growth story.

At this week's REITweek conference, scores of REITs came to meet with analysts, investors, and potential investors, updating them on their businesses and prospects. While REITs span a wide spectrum of industries — from shopping malls to warehouses to data centers — they're all operating against an uncertain economic backdrop. The chief concern is how long oil prices will remain elevated due to the Middle East conflict. Even if the Strait of Hormuz opens today, it will take months for the flow of oil and other commodities to normalize. Realty Income ( O ), one of the largest and oldest REITs, says its model is well positioned to deal with uncertainty. "In many respects, some of our tenants perform better with uncertainty," said CFO Jonathan Pong in an interview with Seeking Alpha. The REIT's No. 1 tenant is grocery. Instead of going out to eat, more people will cook at home, requiring them to buy groceries. Or instead of picking up a latte at Starbucks, they'll pick up a coffee at a 7-Eleven ( SVNDY ). Other resilient sectors include health and fitness clubs, dollar stores (Dollar General ( DG ) is Realty Income's largest tenant), and warehouse clubs, such as Sam's Club ( WMT ) and BJ's Wholesale (BJS). Pong also noted that businesses catering to consumers on the upper end of the income distribution are also doing well. Realty Income ( O ) has exposure to the gaming sector, with ownership of Wynn Encore in Boston and a 22% stake in the Bellagio in Las Vegas. "We're well positioned across the board," Pong said. But, of course, not all tenants are thriving. Tenants on its watchlist "tend to be smaller, casual dining chains… That's one of the first things that people cut back on," he said. The aim is to keep that watchlist as small as possible. Some home furnishings retailers are also on watch. Another sector is car washes, due to oversupply as private equity stepped into the space. Right now that watchlist is at about 5.9% of its total rent base. By contrast, that figu...

Source: Bloomberg, 5:41

In this article MAGS Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:07 01:07 Options traders bet on strong Broadcom earnings Options Action The S&P 500 has rallied nearly 20% in the last nine weeks, an historic surge that has made even the most bullish investors blush. And while its nine-day winning streak appears at risk, two key tech companies reporting earnings after the bell could determine the next move higher or lower: Broadcom , the chipmaking giant that doubles as a software provider, and Crowdstrike , a cybersecurity leader that's helping lift cloud stocks out of a bear market. At more than $2 trillion, Broadcom is now bigger than two of the "Magnificent Seven" stocks and is up just shy of 40% year-to-date, far outperforming any of its mega-cap peers in the top 10 stocks of the S&P 500. That brings its 1-year move to 88%, compared to 29% in the Mag-7 ETF (MAGS) . Traders are preparing for an 8% swing in AVGO after earnings, according to the options-implied move. That's about standard for the stock, which has moved a median 9.9% after earnings over the past two years, according to Cboe LiveVol data. Stock Chart Icon Stock chart icon Broadcom and Crowdstrike, YTD Call volume outpaced puts in Broadcom almost two-to-one Wednesday, with about an even level of call selling versus buying, and more than $400 million of total $520m in options premium traded in calls, according to SpotGamma. Of the top 20 contracts by volume, 18 expire on Friday. The most popular by volume and dollar amount as of writing is the 500-strike call. Options volumes are much lower in Crowdstrike and the flows don't lean notably in either direction. Still, pressure is on for the cybersecurity stock that's more than doubled in price off March lows and now trades at a market cap of almost $200 billion, just shy of Palo Alto Networks, which dropped 6.5% today despite reporting earnings Tuesday that beat most analysts' estimates. Crowdstrike traders are also bracing for an 8%...

格隆汇6月4日｜上海黄金交易所黄金T+D 6月3日（周三）晚盘收盘下跌0.55%报970.59元/克； 上海黄金交易所白银T+D 6月3日（周三）晚盘收盘下跌1.32%报17783.0元/千克。