The reigning champions were beaten in an epic series by the San Antonio Spurs. There’s no reason to believe they won’t challenge for years to come though Throughout the Western Conference finals, the San Antonio Spurs hoped that Victor Wembanyama could work enough magic while he was on the court to make up for the Oklahoma City Thunder annihilating them while he was off of it. Late in Game 7 on Saturday night, the Thunder must have been licking their chops. Wembanyama picked up his fifth foul early in the fourth quarter. The Spurs led by six at the next break in play, a lead that could disappear in minutes with Wembanyama’s backup, Luke Kornet, on the floor. But there was no choice – Wembanyama checked out rather than risk fouling out. Immediately, Thunder center Isaiah Hartenstein picked off a pass and bolted down the floor to lay the ball in. That would have cut the Spurs’ lead to four, but more importantly may well have set into motion a trend we had seen throughout the series: When Wembanyama sits, the Thunder feast. Continue reading...

Anyone who knows anything about the continental United States' weather knows the state of California is beautiful all year long. On the other hand, anybody who knows anything about each state's economy knows California can be an incredibly expensive place to live. This raises the key question for those considering a move: What would it cost to comfortably retire in California in 2026? Image source: Getty Images. Continue reading

ORCL Surges As Oracle Wins Big AI Price Target Hikes timothysykes.com

格隆汇5月31日丨据伊朗学生通讯社，伊朗国家安全与外交政策委员会成员科萨里表示，当前谈判的重点是彻底结束战争。核问题已被排除在谈判桌之外。谈判仍在进行中，但目前尚未达成最终协议。

AI is fueling a surge of interest in nuclear power.

Key PointsNuclear power can benefit from the AI revolution.

The global aluminum market is being squeezed by two powerful forces at once: conflict in the Middle East and rising US tariffs. Industry executives say disruptions to production and shipping in the Gulf region are removing significant supply from global markets just as tariffs are already pushing prices higher for American buyers. Jean Simard of the Aluminium Association of Canada warns the full impact of blocked shipments and damaged smelters has yet to hit North America, while Norsk Hydro executive Trond Christophersen says Asian markets are facing even greater physical supply risks. For manufacturers like Minnesota-based Wolf Tooth Components, the combination of tariffs, supply disruptions and surging demand from AI data centers is driving costs sharply higher and creating new uncertainty across the aluminum supply chain. (Source: Bloomberg)

pigphoto/iStock via Getty Images Kimbell Royalty Partners ( KRP ) is making a $147 million Permian Basin acquisition that slightly increases its oil cut and increases its oil production per unit by approximately 3%. The acquisition price appears to be approximately 7x EBITDAX at $75 WTI oil, which makes it a solid deal in my opinion. Kimbell's distribution was $0.41 per unit in Q1 2026, and I estimate that it will average $0.46 per unit during the last three quarters of 2026. This is slightly lower than what I had estimated before due to some wider near-term natural gas differentials. I have increased my long-term oil price by $5, though, and that increases Kimbell's estimated value by $1 per unit. I now estimate Kimbell's value at $18.50 per unit in the long term (after 2026) with $75 WTI oil and $3.75 NYMEX natural gas. Permian Basin Acquisition Kimbell announced a $147 million acquisition of Permian Basin mineral and royalty interests from Mesa Royalties. The consideration involves $44 million in cash and approximately 6.9 million Kimbell common units. Kimbell is getting around 711 net royalty acres in the Permian Basin (70% Delaware Basin and 30% Midland Basin) with forward 12-month production estimated at 1,390 BOEPD (54% oil, 23% NGLs, and 23% natural gas). Kimbell notes that there are 13 active rigs on the acquired acreage and over 600 gross undeveloped locations. The acquisition would add approximately 5% to 6% to Kimbell's total production and 9% to its oil production, while adding 6% to its common unit count. I estimate that the acquired assets can generate around $21 million EBITDAX per year at $75 WTI oil (and forward 12-month production levels). Kimbell is thus paying approximately 7x EBITDAX for the acquisition. The acquisition slightly increases Kimbell's oil cut and may add around 1% to its distributable cash flow per unit at $75 WTI oil. Q1 2026 Results Kimbell's Q1 2026 run-rate production was 25,522 BOEPD (32% oil), essentially in line with its fu...

sankai/E+ via Getty Images Semiconductor stocks have become the market's standout performers, but their extraordinary gains are reigniting questions about whether investors are witnessing a sustainable AI-driven boom or the formation of another technology bubble, Bloomberg News reported Sunday. The Philadelphia Semiconductor Index ( SOX ) is on track for a record quarter after surging nearly 70% in two months. Much of the rally has been driven by memory-chip manufacturers, which are benefiting from soaring demand for high-bandwidth memory used in artificial intelligence data centers. Shares of Micron Technology ( MU ), SK Hynix ( HXSCL ) and Samsung Electronics ( SSNLF ) have posted outsized gains, pushing each company's market value above $1 trillion. Investors remain divided over whether the industry's strong performance reflects a lasting shift in semiconductor economics or simply another peak in a historically cyclical business. Supporters argue that AI infrastructure spending has fundamentally changed the outlook for chipmakers, particularly in memory, where supply constraints and manufacturing complexity are supporting prices and profits. Skeptics note that semiconductor demand has repeatedly experienced boom-and-bust cycles. Memory chips, in particular, have a history of sharp swings in profitability when supply eventually catches up with demand. The stakes are significant because semiconductor companies are driving much of the broader stock market's gains. A small group of technology companies, including several chipmakers, account for the majority of the S&P 500's advance this year. Analysts who remain bullish point to major AI spending commitments from Amazon ( AMZN ), Microsoft ( MSFT ), Alphabet ( GOOG )( GOOGL ) and Meta ( META ). Those companies are expected to invest hundreds of billions of dollars in data centers and computing infrastructure over the next two years, providing continued support for semiconductor demand. Valuations remain another point...

Qualcomm Stock (QCOM) Opinions on NVIDIA AI Developments Quiver Quantitative

作为省内第二大经济城市，曲靖与云南省GDP增长目标紧密相关。 近日，云南省政府在曲靖市召开现场会，强调要按照省委、省政府部署要求，直面问题坚定信心，奋力打好经济转型升级“翻身仗”。作为云南省内第二大经济城市，曲靖的增长与今年云南省GDP增长目标（4.5%左右）紧密相关。 不过，过去两年，作为省域副中心城市的曲靖经济增速一度负增长，今年一季度的增速（1%）也低于全省(3%)。 “十四五”期间，中西部省份在实施“强省会”战略的同时，也确定了20个城市为省域经济副中心。在前几年，20个副中心城市的经济增速总体上增速明显高于全省和省会城市的增速，成为省域经济新的增长极。 曲靖就是在2022年成为云南省域副中心。当年云南省印发了支持曲靖市建设云南副中心城市的若干意见，明确到2025年曲靖的云南副中心城市基本建成，地区生产总值突破5000亿元、力争达到6000亿元，经济总量占全省的比重超过15%，人均GDP超过1万美元。 但是，统计数据显示，2021年-2025年，曲靖市地区生产总值分别增长11.9%、8.0%、7.4%、-1.0%和3.5%。2021年，曲靖市地区生产总值为3285.35亿元，2025年为3777.6亿元，相较2023年（3723.97亿元）实现微增。 这一状况今年仍然没有明显改善。今年一季度，曲靖市地区生产总值790.26亿元，实际GDP增速为1%，相比2025年一季度的784.91亿元，名义GDP几乎零增长，其中第二产业下降 ‌6.1%，规模以上工业增加值同比下降7.4%。‌ 其实，曲靖曾经是一个转型城市的典型案例。长期以来，烟草、煤炭和电力绿能、钢铁和有色金属、化工和建材“老四样”产业是曲靖的支柱，尤其是“一煤独大”。在前20多年里，曲靖经历了前10余年因煤而兴，后10来年因煤而废的变化。 在此过程中，曲靖把电解铝、晶硅光伏和新能源电池“新三样”作为新的产业增长极，利用区域和资源优势，吸引国内知名龙头企业落户，产业结构逐步从以资源为主的传统产业向产业链健全的现代工业转型。 因为“新三样”行业景气行情，曲靖的经济增速实现大幅增长。“十三五”期间年均增长8.8%，分别高于全国、全省3.1个和1个百分点；规模以上工业增加值、固定资产投资、社会消费品零售总额、一般公共预算收入等主要经济指标增速均高于全省平均水平。 但是，行业的周期性又带着曲靖走向低谷。一些行业市...

Elmar Gubisch/iStock via Getty Images My Thesis Canadian Solar Inc. ( CSIQ ), one of the largest solar module manufacturers in the world, is experiencing a booming e-STORAGE business, with a record-high contracted backlog of $3.5 billion . This is a battery storage system (BESS), which has recently started growing rapidly. For those who don't know, CSIQ has an e-STORAGE segment that manufactures and sells giant battery systems. Think of e-STORAGE batteries as the usual power bank, but in reality, these batteries are industrial-sized power banks capable of powering grids and utilities globally. The trend reflects this boom since 2021, when CSIQ recorded an order value of $223 million; since then, the company has seen a gradual YoY increase through 2025 to $1.37 billion. What interests me even further is that in 2026, at the contracted backlog of $3.5 billion, representing 155.5% YoY growth, they are likely to convert into revenues. For example, the e-STORAGE contract between DRAX and CSIQ is scheduled to commence in the third quarter of 2026. Well, this backlog conversion may prolong to 2027, as seen in the 2.5GWH e-STORAGE contract, which adds to my optimism. Perhaps you are asking yourself what the overall market looks like in view of this booming e-STORAGE. The good news is that the e-STORAGE market is currently underserved . For instance, the global e-STORAGE pipeline is growing rapidly, even though it remains far from the estimated 2030 targets. I will cover other jurisdictions later, but let's take the US's 2030 battery target of around 154 GWh requirement. To your surprise, the reported pipeline is around 70 GWh, which is more than double the estimated 2030 target. Honestly, this is an underserved market, bearing in mind that it is growing at a CAGR of 62% . This 2030 target is driven rapidly by large-scale operators and households' rooftop solar installations, which are increasing rapidly by around 28% YoY growth rate. This explains why CSIQ continues to repo...

Inflation may be one of the few issues capable of uniting Americans across party lines. Voters can argue endlessly about tax policy, government spending, tariffs, or regulation. But when the cost of groceries, gasoline, and housing starts climbing faster than paychecks, political loyalties often take a back seat to household budgets. That’s because inflation isn’t ... Bidenflation Hit Harder, but Trumpflation May Last Longer

(WT38B.NX) 最新股票消息和頭條新聞 Yahoo 財經

Is Micron Technology Stock Outperforming the S&P 500? Barchart.com

Due to Micron Technology's outperformance relative to the SPX over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

Is Micron Technology Stock Outperforming the S&P 500? Yahoo Finance

Is Micron Technology Stock Outperforming the S&P 500? Barchart

Earnings season isn't over just yet. Plus, there are plenty of other important updates coming our way this week, from influential tech conferences to jobs data and spin-off milestones. Let's dive into it all. 1. Earnings: Quarterly earnings are always a huge and exciting focus for us at the Club. While we're at the tail end of this earnings season, we've got three Club names set to report this week, and they are big ones. First, Palo Alto Networks delivers its results Tuesday after the close. Then, on Wednesday evening, CrowdStrike and Broadcom are on tap. We'll start with our cybersecurity plays in Palo Alto Network and CrowdStrike. Thankfully, the market has finally come around to our view that AI is a major tailwind for security providers, not the headwind the market priced earlier this year when these stocks were left for dead . Their remarkable comeback does present a challenge into earnings. It's not that we believe the companies aren't capable of meeting Wall Street's estimates. The issue is with both trading at all-time highs — and ones that are significantly above their old records before the AI-driven sell-off this year — the bar for earnings is elevated. As a result, a beat on the reported numbers is the absolute minimum we need to see. More important will be management's near-term outlook and commentary on the call to assure investors demand for cybersecurity has taken a definitive leg higher now that AI is being ingrained into every aspect of the enterprise. Outside of the numbers and demand commentary, we'll be interested to hear what both Palo Alto Networks and CrowdStrike have to say about their leanings from the April launch of Project Glasswing , the security initiative associated with the Claude Mythos model. Anthropic organized the effort due to a belief that the still-unreleased AI model posed a major risk to the world's technology infrastructure due to it's incredible ability to find bugs in software. CrowdStrike in April unveiled an industry c...

Those lucky enough to have disposable income can forgo immediate gain to attain a comfortable retirement It was recently reported that nearly half of the members of my generation are delaying retirement as rising costs and stagnant wages are draining savings. Even worse, a new Gallup poll found that as many as 69% of all workers fear they’re not saving enough for retirement . I get it. I feel it too. But whose fault is this, really? The government? Businesses? I think it’s time we all look in the mirror. Continue reading...

Tribunal orders company to pay Shabin Shaji for care work he was not given after coming to UK, in landmark case An Indian citizen who came to the UK to work as a care worker through the post-Brexit visa scheme has been awarded nearly £30,000 in a landmark case, because his employer failed to give him a single day of work for a year. An employment tribunal ordered the care company Swan Care Solutions Ltd to pay Shabin Shaji wages for the work he was “ready, able and willing to do”. Continue reading...

As China marks the 20th anniversary of completing its first domestically developed high-thrust turbofan engine for fighter jets, the WS-10 – Woshan-10, meaning Turbofan-10 – continues its crucial role in the People’s Liberation Army (PLA). The WS-10 turbofan engine was code-named Taihang after the famous Chinese mountain range. The Taihang engine family serves as the backbone of the PLA’s major active combat fighters, powering fourth-generation jets such as the J-10C, the J-11B, the air force’s...

Enlight Renewable Energy surged after securing a long-term Google power agreement, reinforcing its growing role in the AI-driven electricity infrastructure boom.

Apple isn’t just going after Meta with its upcoming iPhone-connected smart glasses. Also: The company’s iOS 27 Siri app will sync across devices via iCloud; early work on iOS 28 and macOS kicks off; and the next Apple TV set-top box and HomePod mini are nearly ready. Last week in Power On : Apple’s Health and Watch efforts need a reboot to rival the latest collection of screen-free wearables. The Starters When Apple Inc. entered the smartwatch field in 2015, the category was still a relatively niche market. There were early devices from startup Pebble, along with offerings from Samsung, Motorola, LG and Huawei, but nothing dominant. Apple set out to compete with those products, but its ambitions extended far beyond the technology-driven segment. Instead, it saw an opportunity to reshape the entire two-century-old wristwatch industry. That meant competing with all the players in the sub-$1,000 mechanical watch market, which at the time was dominated by a handful of companies. Contenders included Swatch Group AG (which sells watches under the Tissot, Hamilton and Longines brands), Fossil Group Inc. (Michael Kors, Tory Burch, Diesel, Armani and Kate Spade), Movado Group Inc. (Coach, Hugo Boss, Lacoste and Tommy Hilfiger), Casio Computer Co. and Seiko Group Corp. When the Apple Watch launched, many customers started to see the appeal of buying a device that paired with their iPhone, tracked health metrics and still told the time — albeit in new and more customizable ways. That helped Apple become the world’s largest watchmaker by unit volume within a few years and effectively upend the mid-tier traditional wristwatch market. The fallout was striking. Swatch’s revenue was 28% lower in 2025 than it was in 2014, the last year before the Apple Watch went on sale. Fossil took an even bigger hit. Its sales were down roughly 70% in 2025 compared with 11 years earlier. Movado, which skews somewhat higher-end than Swatch and Fossil, has proven more resilient, with revenue growin...

IO Interactive’s 007 First Light is here, and it’s just as stunning a James Bond mov — err, video game — as we hoped it would be. Pardon the confusion, the title’s engaging tutorial really feels like you’re watching a great Bond movie at times. Whether you’re a longtime Hitman fan who’s been eagerly waiting for the studio’s latest game or not, there are deals to be had on both the PlayStation 5 and Steam PC versions. 007 First Light Where to Buy: $69.99 $62.99 at Costco (PS5, Standard) $69.99 $60.89 at Fanatical (Steam, Standard) $79.99 $69.59 at Fanatical (Steam, Deluxe) Costco members, for instance, can already take advantage of an online-only deal on the disc-based PS5 version, which knocks it down to $62.99 (originally $69.99). It’s not a big discount, but it’s currently the best out there across major retailers. If you have a desktop PC or handheld gaming PC powerful enough to run the game, the Steam version is a little cheaper at Fanatical . The standard digital edition is going for $60.89, while the deluxe digital edition, which includes in-game cosmetics, is down to $69.59 (about $10 off). First Light is similar in a sense to recent Hitman games. It’s a third-person stealth sandbox game, after all, but it has a little more in common with Naughty Dog’s Uncharted series thanks to its hand-to-hand combat system, quippy protagonist, and wide variety of missions that either have you on foot using fun gadgets or behind the wheel of a muscle car. Read our full 007 First Light review .

Earlier this month, I finally achieved the elusive goal I had set for myself in Bungie's Marathon . I collected six of the game's rarest items, allowing me to attempt and then successfully clear the raid-style Compiler boss. I felt a massive weight lift off my shoulders - nearly 185 hours of playtime and I had managed to complete Marathon 's pinnacle activity. A day later, I took my first break from the game. I had been playing Marathon virtually every day since it launched in March, and I needed to put it down. Treating a Bungie game like it's a grueling second job is nothing new. Certainly not for me or the many fellow Destiny players that … Read the full story at The Verge.

Athleta’s expected recovery has been pushed out for three straight years, as an attempt to widen its appeal ended up “appealing to no one in particular.”

The dominance of a few technology giants in the benchmark S&P 500 Index is now carrying over into the niche market for dividend futures and options. The biggest impact from Nvidia Corp. ’s earnings earlier this month wasn’t in US stocks: It was in a small but rapidly growing market for wagers on overall dividend payouts across the S&P 500. While most traders focused on earnings per share and capital spending plans, institutional investors active in the dividend space keyed in on Nvidia’s surprise 25 cent-per-share dividend , up from just a penny. “In one fell swoop, Nvidia moved from being the 180th largest dividend payer in the S&P 500 to the second,” said Bram Kaplan , head of Americas equity derivatives strategy at JPMorgan Chase & Co. The size of the dividend increase in a company that makes up 8.5% of the benchmark stock index caused a huge shift higher in the entire S&P Annual Dividend Index futures curve, delivering paper profits for traders owning call options, some of which jumped by almost 300% from before the declaration. It underscores the potential for further big shifts as indexes look to quickly add massive companies expected to go public in coming months, which may result in further rebalancing down the road. “We’re seeing a relatively small number of mega-cap companies driving an outsized share of index earnings growth while often paying comparatively lower dividends than traditional sectors,” said Arnim Holzer , global macro strategist at Easterly EAB. “Markets appear to be pricing the belief that the AI and infrastructure capex cycle may be durable enough to sustain nominal growth and corporate cash flows despite elevated rates, geopolitical pressures and stubborn inflation.” While investors in the US have long been able to structure such bets bilaterally with investment banks in over-the-counter transactions, listed derivatives are growing. The total open interest in dividend options jumped more than 80% from a year ago to a record 523,332 contra...

Tippapatt/iStock via Getty Images A Video Trial For Analysts We are exploring a small experiment around analyst-created video content on Seeking Alpha. Unlike interview or podcast-style content, this would be your own investment analysis in video format. If you have a thesis that you think works well on video, feel free to create a video and send it to us for review. Approved submissions may be published on the platform. Some preliminary guidelines: We will welcome videos in any format. Present a small amount of text outlining the premise. We will not accept AI-generated video content. For now, we are looking to work with a small group of interested analysts as we test the format and learn what works. We are also thinking through the right submission process and tooling. If this sounds interesting, please let us know or send your video directly to submissions@seekingalpha.com . The Seeking Alpha Community: Become Part Of The Conversation We’ve recently rolled out a Community feature that gives our audience an additional outlet for conversations around investing, the markets, and macro events. These trending topics include discussions around investing and the markets, surveys, Q&As, and feedback forums. The feature is designed to keep discussions going beyond articles. We encourage both readers and analysts to participate in the discussions surfacing in this channel. For analysts engaged in the Community page, keep in mind that it’s inappropriate to start a thread promoting content or a service. If a Premium article is relevant to a current thread or question, feel free to share a link to that article, with some context, in the reply section. The aim is to keep conversations going and to help other investment-minded readers. The Community feature can be found here . Take The News Quiz! Looking to wrap up a long week with one last challenge? Take on Seeking Alpha’s News Quiz. Presented each Friday, the quiz offers 10 questions on key news and developments from the pas...