云顶新耀宣布，公司与Travere Therapeutics, Inc.达成独家授权许可与合作协议。根据协议，Travere Therapeutics将获得EVER001（希布替尼，civorebrutinib）除大中华区及部分东南亚国家以外区域的独家开发及商业化权益。根据协议，云顶新耀将获得1.12亿美元的首付款，并有资格在最多五个适应症上获得高达10.3亿美元的开发、注册及商业化里程碑付款。此外，公司还将基于EVER001的未来年度净销售额，获得从高个位数至双位数百分比的分级特许权使用费。（界面新闻）

John Delaney's Forbright eyes $994 million in valuation in US IPO Reuters

群雄争霸，AGI桂冠花落谁家？ OpenAI和Anthropic为争夺代码领域的霸主地位你来我往，战况激烈，从无冷场。 AGI Ranker最新Coding排行榜上，Claude Opus 4.8刚刚坐上王座。GPT-5.5的77.48分被踩在脚下，差距3.5分。 三个月内，编程王座几经易主。 第一次，Claude Opus 4.7登顶，Anthropic弹冠相庆。 第二次，GPT-5.5反超，OpenAI扳回一城。 第三次，Opus 4.8杀回来了，81.01分，Anthropic重新站上榜首。 Anthropic虽已秘密提交IPO申请，但先天算力不足，而OpenAI和谷歌DeepMind未尝不能再次赶上。 刚刚，OpenAI今晚直播预告，奥特曼或现身。 群雄逐鹿，OpenAI亮剑？ 明天，OpenAI将于美国东部时间上午举行「Intelligence at Work」直播活动，奥特曼将出席。 随后，纳德拉将于美国东部时间下午发表Microsoft Build大会的开幕主题演讲。 微软预计也将在明天发布其自研的新模型。 Anthropic表示将很快推出Mythos级别的模型。 Polymarket预测GPT-5.6将在6月8日至14日之间发布的概率为68%。 这周对OpenAI来说至关重要。 Codex更新，硬刚Claude Code？ OpenAI将于明天发布一次重大的Codex更新。 数月开发，成果非凡。 Codex重大更新，不是小修小补。 据OpenAI内部透露，Codex团队为这次更新开发了数月，核心方向是让Codex从「代码补全工具」进化成「编程智能体」。 昨日，OpenAI确认，Codex及前沿模型现已在AWS Bedrock上全面可用，并将其描述为「更广泛扩展的开端」。 现在，Codex大更新随即发布，这看起来是协调一致的行动，而非巧合。 同时，奥特曼还在宣传OpenAI基金会关于社会韧性的相关工作。 这种软实力布局通常是在重大发布前后进行，而非发布中途。 此外还有个插曲：Anthropic昨天向美国证券交易委员会（SEC）秘密提交了S-1文件。 如今，这两家公司正同时竞相推进IPO和争夺智能编码领域的主导地位。 Anthropic提交S-1文件的次日早晨，OpenAI就发布了Codex的一个重要里程碑，这要么是绝佳的时机，要么就是绝佳的时机。 GP...

SpaceX is getting ready to go public in the biggest IPO of all time. Along with Tesla (NASDAQ: TSLA) , there will be two Elon Musk-led trillion-dollar conglomerates in the market. Which should you choose? *Stock prices used were the morning prices of May 29, 2026. The video was published on May 30, 2026. Continue reading

Anthropic filed for an IPO and Alphabet is seeking to raise $80 billion, even as Middle East tensions weigh on sentiment

Check out the companies making headlines before the bell: Marvell Technology — Shares surged 25% after Nvidia CEO Jensen Huang said Marvell could be the next trillion dollar company . Hewlett Packard Enterprise — The information technology stock surged 25% after Hewlett Packard posted current-quarter earnings and revenue guidance that topped analysts' estimates. The company also raised its full-year earnings guidance and topped consensus expectations. Victoria's Secret — The lingerie retailer raised its full-year guidance after beating fiscal first quarter earnings expectations, citing lower tariff costs. Victoria's Secret is now anticipating full-year sales between $7.03 billion and $7.13 billion, up from a previous range of between $6.85 billion to $6.95 billion. Credo Technology — Shares fell 3% despite Credo, which produces cables and chips to connect powerful AI computers, reporting a fourth-quarter beat on both the top and bottom lines. The company posted adjusted earnings of $1.16 per share on revenue of $437 million, beating the earnings of $1.03 and $432 million in revenue that analysts were expecting, per LSEG. Credo also shared current-quarter revenue guidance that beat the consensus forecast. Microchip Technology — The semiconductor stock rallied 12% after Microchip released revenue information for its data center solutions business unit. The unit generated $302.7 million in revenue in 2025, and Microchip sees the top line growing by about 65% this calendar year. Revenue for the quarter ending March 2026 was also up 62.9% from the prior year's quarter. — CNBC's Lisa Kailai Han contributed reporting

格隆汇6月2日｜盈新发展公告，公司全资子公司盈新置地及运河长基拟向锡彭建设转让西宁置业100%股权。已签署股权转让合同，转让对价总计1亿元，由锡彭建设承接长沙铜官窑1亿元债务方式抵偿。本次交易预计公司净利润将增加4.7亿元，西宁置业将不再纳入合并报表范围。

格隆汇6月2日｜瑞华泰在互动平台表示，公司产品无钻石散热相关应用。

格隆汇6月2日｜意大利油企埃尼集团：卡拉恰甘克油田将于九月进行计划性维护。

格隆汇6月2日｜乌克兰内政部长顾问：目前，俄罗斯在前线无能为力。主动权掌握在乌克兰武装部队手中。欧洲坚定支持乌克兰。俄罗斯正在输掉这场战争。

AndreyPopov/iStock via Getty Images Jade Biosciences overview This week, we saw Jade Biosciences ( JBIO ) announce some strong early data , with JADE101 delivering around 70% sustained IgA reductions. There were also hints that this candidate could follow a potentially differentiated once-every-12-week dosing profile, which would definitely be a differentiated edge. However, this remains for the most part biomarker-driven, early-stage evidence in healthy volunteers. So, not yet the proof of clinical benefit in IgA nephropathy patients that I felt the market would have liked to see. The stock did close lower yesterday on the results, which was probably a case of quite high expectations leading into the readout. For me, my view is more of a hold at this stage, since the biology looks promising and supports best-in-class potential, but as for the investment case, it now hinges on whether these effects translate into meaningful patient outcomes in Phase 2 data expected in 2027. Jade Biosciences, Inc. Pipeline In terms of their pipeline , the company seems focused on an autoimmune line-up, of course, led by JADE101. This would be their lead candidate, which is tipped to selectively inhibit APRIL to reduce pathogenic IgA production in IgA nephropathy. Their next program, JADE201, targets the BAFF receptor on B cells to modulate immune activation across much broader autoimmune conditions such as rheumatoid arthritis. Elsewhere, the company also has JADE301, which is a much earlier-stage antibody candidate. Jade Biosciences, Inc. JADE101 As you probably heard, Jade reported some pretty encouraging interim Phase 1 data for their lead candidate JADE101. Just as a bit of background, this is an investigational monoclonal antibody, which they've designed to selectively inhibit APRIL (A Proliferation-Inducing Ligand). Now, APRIL is actually a cytokine central to the overproduction of pathogenic IgA antibodies in IgA nephropathy. So, mechanistically speaking, JADE101 is supposed t...

欣灵电气公告，控股股东胡志兴、胡志林及一致行动人合计持有5716.21万股，占55.80%。拟自2026年6月25日至2026年9月24日，通过集中竞价或大宗交易合计减持不超307.27万股，占3.00%，其中集中竞价不超102.42万股，占1.00%，大宗交易不超204.85万股，占2.00%。

In recent trading, shares of Rubrik Inc (Symbol: RBRK) have crossed above the average analyst 12-month target price of $84.63, changing hands for $85.07/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation

In recent trading, shares of Twilio Inc (Symbol: TWLO) have crossed above the average analyst 12-month target price of $202.87, changing hands for $227.54/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuati

Series two of Rivals has brought big, bouncy locks into vogue. From Slash to Grace Jones to Bono’s mullet, here are other looks to copy if you dare … *** One thing that has come raging back in vogue upon the release of Rivals, season two , is Jilly Cooper’s hair . That’s no surprise – Rivals has revived a lot of things we thought we’d seen the back of: smoking; dinner parties with an aperitif segment; braces (the trouser variant); a haughty expression. Give it a couple of episodes and we’ll have made our peace with naked tennis in time for Wimbledon. Continue reading...

Key PointsState Street Health Care Select Sector SPDR ETF provides a lower expense ratio and higher dividend yield compared to Invesco S&P 500 Equal Weight Health Care ETF.

In recent trading, shares of Paychex Inc (Symbol: PAYX) have crossed above the average analyst 12-month target price of $101.93, changing hands for $102.44/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuat

JHVEPhoto/iStock Editorial via Getty Images Investment Thesis This is going to be a controversial one because for 20 to 30 articles straight, the analyst rating has been either a Buy or a Strong Buy for ServiceNow ( NOW ). I’m here to make the bear case. Not because I want to go against the wave just for the sake of it, but because I genuinely think there are strong arguments on this side worth exploring and presenting as well. Stock Price 1-Year (Seeking Alpha) It’s been called a great value investment on a lot of the forums I’ve been browsing prior to this article, as I tried to get a better sense of where retail stood on the stock. Admittedly, the 1-year performance has been nothing but poor, as shares are down nearly 40%. The recent upward move stems largely from a decent last report, which reignited some investor spirit and eroded some market concerns that AI would take all of NOW’s business. I think that latter point is a bit naive to think it would happen. There are other concerns to look at instead. The main concerns I have, and what ultimately leads me to rate this a Sell, is the lacking pricing power I see right now. Renewal rates are falling, and digging into the net-dollar-retention figures, it seems that might be falling as well as NOW continues to focus on fewer deals but with ACV. Then you have the large SBC being an issue too. Valuation isn’t cheap in the short term, and anyone arguing that point I think isn't looking fairly at this. 30x FWD earnings with these issues is not something I want to put my money into. This all really culminates into me rating NOW a Sell as I initiate coverage on the stock. The Operating Model - The Posterchild of SaaS NOW has a pretty straightforward operating model where they sell a product (software) to a variety of businesses. This product is supposed to be a “single source of truth” where tasks and workloads are logged and monitored but importantly also approved and sent off. For instance, you could allocate some work...

In recent trading, shares of Taylor Morrison Home Corp (Symbol: TMHC) have crossed above the average analyst 12-month target price of $70.22, changing hands for $71.55/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgr

苏奥传感公告，股东汪文巧持股900.67万股占1.12%，因资金需求，拟自公告披露之日起3个交易日后的3个月内，通过集中竞价、大宗交易减持不超900.67万股占1.12%，其中集中竞价减持不超公司总股本1%，大宗交易减持不超1.12%，减持价格视市场确定，股份来源为首发前取得及资本公积金转增股本。

Alphabet Share Sale Jitters Hit AI Giants: GOOGL, MSFT NAI500

In recent trading, shares of Applied Optoelectronics Inc (Symbol: AAOI) have crossed above the average analyst 12-month target price of $165.30, changing hands for $185.67/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: dow

联域股份公告，董事、总经理潘年华持有1286.16万股，占总股本17.57%，占剔除回购专户股份后总股本17.60%；拟自公告披露日起十五个交易日后的3个月内，以集中竞价或大宗交易减持不超219.19万股，占总股本2.99%，占剔除回购专户股份后总股本3.00%。其中集中竞价不超73.06万股，占剔除回购专户股份后总股本1.00%；大宗交易不超146.13万股，占剔除回购专户股份后总股本2.00%。减持价格不低于首次公开发行价格，减持原因为自身资金需求。