kbwills/E+ via Getty Images Let's see if I get it right. The U.S. and Israel hit Iran on February 28, and the market's response is to rip double digits higher, with the S&P 500 (SP500, SPY) now nearing 7,600. Totally rational, right? Well, it turns out that corporate earnings and the AI story are carrying the broader markets higher, but, as I said multiple times, not all the boats rise with the tide. To understand the gap in returns between tech and non-tech, please take a look at the chart below. Guidance Terminal For those who have been buying the dip in early April, the chart above should make you jump from your seat. Seeking Alpha The question is what happens next. And here is where I'm a bit concerned with the durability of this run. Let me be very clear. I have an 8,500 price target on the S&P 500 by year-end. So, I am not predicting a bear market here. Far from that. However, I think it's worth taking a look at one of the risks that lately has been keeping me up at night: the mega-IPO trend in the second half of the year. I am not entirely sure whether these IPOs are bullish for the recent run in tech (which is basically 50% of the SPY if you take into account Amazon, Meta, Google, and Tesla). Below, I explain why. The Bull Run That "Shouldn't Exist" Since February 28, 2026, the date when the United States and Israel launched coordinated strikes on Iranian soil, the SPY (my favorite proxy for the broader markets) is up double digit percent. Guidance Terminal | SPY Before the war, oil was trading at around $67 a barrel (give or take). Today, it’s nowhere near the pre-war levels. Guidance Terminal | USO (United States Oil Fund, LP) Who cares, right? If you don’t understand this rhetorical question, I’ll refer you to an earlier article , where I argued the reasons why oil and (emphasis) the S&P 500 can go up at the same time. Seeking Alpha | Deep Value Investing Other, significantly smarter analysts than I have tried to explain it this way : The main reason equi...

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Key Points Shares of the memory chip maker are soaring amid rising demand for its critical products. The stock's valuation looks extremely low on the surface. But there is more to the story. 10 stocks we like better than Sandisk › For investors, generative AI is a gift that keeps on giving. But while popular chipmakers like Nvidia and Broadcom led the infrastructure opportunity over the last few years, computer memory specialists like Sandisk (NASDAQ: SNDK) have convincingly stolen the show. The company's shares have soared by a blistering 4,000% in just 12 months -- enough to turn a $25,000 position into well over a million. This trend is driven by soaring demand for its hardware to help power data centers. Let's dig deeper to decide if the company is still capable of generating life-changing returns, or if it's a giant bubble ready to pop. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Memory has become AI's primary constraint When OpenAI's ChatGPT hit the scene in late 2022, tech companies quickly realized that they would have to buy more and better graphics processing units (GPUs) to keep up. These chips are ideal for running and training large language models (LLMs) because of parallel computing -- the ability to process multiple calculations simultaneously. However, over time, GPU clusters became so powerful that they began to strain the memory capacity needed to help data centers store information and access it quickly. Sandisk helps solve this problem. Sandisk is known for its enterprise NAND flash solutions, which allow data centers to store data electronically with no moving parts. While these products may have higher upfront costs than less advanced hard disk drives (HDDs), they offer better performance and less energy consumption, which is ideal for the vast scale needed for AI data c...

Artificial intelligence is changing the world, and simultaneously inventing a whole new language to describe how it’s doing it. Spend five minutes reading about AI and you’ll run into LLMs, RAG, RLHF, and a dozen other terms that can make even very smart people in the tech world feel insecure. This glossary is our attempt to fix that. We update it regularly as the field evolves, so consider it a living document, much like the AI systems it describes. Artificial general intelligence, or AGI, is a nebulous term. But it generally refers to AI that’s more capable than the average human at many, if not most, tasks. OpenAI CEO Sam Altman once described AGI as the “equivalent of a median human that you could hire as a co-worker.” Meanwhile, OpenAI’s charter defines AGI as “highly autonomous systems that outperform humans at most economically valuable work.” Google DeepMind’s understanding differs slightly from these two definitions; the lab views AGI as “AI that’s at least as capable as humans at most cognitive tasks.” Confused? Not to worry — so are experts at the forefront of AI research. An AI agent refers to a tool that uses AI technologies to perform a series of tasks on your behalf — beyond what a more basic AI chatbot could do — such as filing expenses, booking tickets or a table at a restaurant, or even writing and maintaining code. However, as we’ve explained before, there are lots of moving pieces in this emergent space, so “AI agent” might mean different things to different people. Infrastructure is also still being built out to deliver on its envisaged capabilities. But the basic concept implies an autonomous system that may draw on multiple AI systems to carry out multistep tasks. Think of API endpoints as “buttons” on the back of a piece of software that other programs can press to make it do things. Developers use these interfaces to build integrations — for example, allowing one application to pull data from another, or enabling an AI agent to control third...

Coelacanth Energy press release ( CEI:CA ): Q1 Non-GAAP EPS of $0.02. Revenue of $22.16M. More on Coelacanth Energy Historical earnings data for Coelacanth Energy Financial information for Coelacanth Energy

德意志银行利率策略师上调了今年年底的10年期美国国债收益率预期，理由是预计如今由主席凯文·沃什领导的美联储官员已经结束降息。德意志银行包括Matthew Raskin和Steven Zeng在内的策略师团队预计，10年期美国国债收益率到12月份将升至4.70%的峰值，高于周五约4.45%的水平，而4.45%也是该行此前预测的年末水平。

8vFanI/iStock via Getty Images Blue Owl Capital ( OWL ) co-CEO Marc Lipschultz on Friday signaled a shift in investor sentiment toward private credit ( VPC ) ( BIZD ) ( PRIV ), suggesting the recent period of heightened concern over the asset class may be subsiding. “It’s not the same freak-out conversation,” Lipschultz said at a Bernstein conference, noting that investor tone has shifted from panic to renewed interest in direct lending products. He acknowledged that elevated redemptions are likely to continue for the rest of the year, with moderated inflows expected, but emphasized that “the super cycle is already behind us.” Lipschultz highlighted the resilience of Blue Owl’s ( OWL ) redemption structure, noting that the 5% caps on redemptions “work really well.” The firm took in $3B in loan repayments while only $1B went out the door for redemptions, which he described as a “net cash generating system.” On credit quality, Lipschultz said it remains “really high” while acknowledging emerging problems in unexpected areas. “Software companies ( IGV ) that three years ago, they never would have thought would be on that list” are now showing stress, he noted. Lipschultz said he remains bullish on the RIA channel, attributing redemption activity to roughly 1% of investors driving the outflows. More on Blue Owl Capital, Virtus Private Credit Strategy ETF, etc. Blue Owl Capital Inc. (OWL) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript BIZD: Offers A Balanced Exposure To BDCs Semis Won The First AI Trade. Software May Win The Next One ServiceNow leads software rally as AI fears turn to optimism These 10 large-cap U.S. stocks rank among the market's cheapest names

Sales for AutoZone have expanded from $12.6 billion in the fiscal year ended in August 2020 to an estimated $20.5 billion this fiscal year.

SpaceX has won a contract for more than $4 billion to build satellites to track foreign aircraft and missiles as part of President Donald Trump’s Golden Dome defensive shield. The space-based tracking network integrates space sensors, communication systems and AI-enabled ground processing to look and alert for airborne threats from orbit, according to a US Space Force statement Friday. The US had been using ground-based sensors and military aircraft to monitor the skies, but placing detection capabilities in space could eliminate potential blind spots, the Space Force said. The $4.16 billion award underscores SpaceX’s deepening ties to the Pentagon and its close involvement with Golden Dome, which is intended to protect the US from attacks through layered defense systems ranging from Earth to space. SpaceX is already under contract to develop prototypes of space-based interceptors for the project and is part of a multi-company software consortium building the operating layer underpinning Golden Dome, Bloomberg has reported. Elon Musk’s company, formally known as Space Exploration Technologies Corp., is also working with the US Space Force to develop a military communications network using the company’s Starshield platform, a version of Starlink offering a classified and encrypted signal. And its Falcon-9 rockets are used to deliver critical national security satellites to orbit for the Pentagon. In March, Space Force General Michael Guetlein , who’s leading the effort to build Golden Dome, announced that the price of the first stage of the defense shield would increase to $185 billion in part to speed up development. Golden Dome is expected to demonstrate “operational capability” by the end of Trump’s term in 2028, Guetlein has said. Read More: Golden Dome: The Astronomical Cost of Trump’s Air Defense Plans The contract to SpaceX was awarded under a fast-track procedure known as Other Transactional Authority, which is designed to cut the normal procurement red tape ...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks lost a bit of steam in afternoon trading on Friday. The S & P 500 and the Nasdaq Composite are hovering near the flatline despite falling oil prices. It's a subtle session to cap off a strong May, with the S & P 500 up 5% and the Nasdaq adding over 8%, fueled by the remarkable rally in artificial intelligence stocks. With both indexes coming into the day at record highs, it's hard to blame anyone for wanting to take a little bit off the table heading into the weekend, especially amid uncertainty over the Iran peace talks. President Donald Trump said earlier in the day on Truth Social that he's going "to make a final determination" on Iran's demands. Within the portfolio, our biggest winners for the month are chip designer Arm Holdings , up more than 67%, followed by cybersecurity vendors CrowdStrike and Palo Alto Networks , up roughly 63% and 55%, respectively. Amazon's satellite ambitions hit a potential snag after Blue Origin's New Glenn rocket exploded Thursday night during a launch test at Cape Canaveral, Florida. The incident raises questions about the timeline for Amazon Leo, the company's planned low-Earth orbit broadband satellite network. The Blue Origin explosion occurred during a ground test while the rocket remained secured to the launch pad; no injuries were reported. The plan was for the rocket to launch 48 Leo satellites into orbit. Blue Origin said the satellites were not onboard at the time of the explosion. Still, the incident is under investigation and could potentially delay future launches. This matters for Amazon because Blue Origin's New Glenn rocket is part of the company's strategy to deploy thousands of Leo satellites into orbit. In a March blog post , Amazon said it had a total of "24 firm launches on New Glenn." Blue Origin is owned by Amazon founder Jeff Bezos, ...

Sailfish Royalty press release ( FISH:CA ): Q1 GAAP EPS of $0.00. Revenue of $1.81M. More on Sailfish Royalty Sailfish Royalty reports Q4 results Historical earnings data for Sailfish Royalty Dividend scorecard for Sailfish Royalty Financial information for Sailfish Royalty

Elon Musk ’s SpaceX is poised to have the largest stock-market debut in history when it holds its initial public offering in June. SpaceX is aiming to raise as much as $75 billion in the listing, more than twice the previous record holder, at a valuation of at least $1.8 trillion . The IPO is expected to be a market spectacle as investors get a chance to buy into Musk’s vision to create a combined space and AI powerhouse. His long list of growth plans — including putting data centers in space — are hugely ambitious but also come with high costs, significant risks and could take many years to come to fruition. Here’s what to know about the planned SpaceX IPO. Why is SpaceX going public? Even though SpaceX generates significant cash flow, largely from Starlink, its satellite-based internet broadband service, the company requires a lot more money to fund its biggest ambitions. The filing made public on May 20 stated that IPO proceeds will be used, among other things, to expand the company’s AI computing infrastructure, enhance its space infrastructure and rockets and boost its satellite constellations. SpaceX could have opted to continue raising capital in private markets rather than going public. But the company’s funding needs appear to have risen substantially with the acquisition in February of xAI, which is burning through around $1 billion of cash per month to cover the cost of computing infrastructure including training its AI models, according to people briefed on the company’s financials. IPO paperwork shows that SpaceX’s AI segment, which includes xAI, had an operating loss of $6.4 billion last year and nearly $2.5 billion in the first three months of 2026. That said, SpaceX just entered into a deal in which Anthropic PBC will pay it $1.25 billion per month through May 2029 for AI computing capacity. In addition, being a public company with the ability to tap the broader market for funds could help SpaceX’s AI business raise money faster than rivals OpenAI an...

格隆汇5月30日｜布伦特原油期货结算价为每桶92.05美元，下跌1.66美元，跌幅1.77%。

Authorities in the Netherlands said they dismantled a botnet that comprised more than 17 million devices and were managed by 200 servers in a joint operation by the police and the National Cyber Security Center. The action, announced Thursday , came about after a security researcher reported the sprawling network to authorities. The host infrastructure was located in the Netherlands. Used for criminal purposes “The police then seized several botnet servers from a hosting provider for investigation,” the NCSC said. “The botnet was taken offline by the provider because it was used for criminal purposes.” Read full article Comments

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Sundry Photography/iStock Editorial via Getty Images Introduction Back in January, I initiated coverage on SentinelOne, Inc. ( S ) and rated it a hold. While the company offers state-of-the-art AI cybersecurity solutions, in that analysis I found decelerating growth and gross margin pressure, and so competition seemed fierce. Furthermore, I viewed the valuation as fair, and so the setup didn't seem overly attractive for investors. Since then, SentinelOne has staged quite a rally, but the rating history chart below hasn't updated to show the significant declines in the stock on the current trading day (May 29th). The company reported earnings yesterday after the market close, and so it seems that investors aren't overly happy with what they saw. Nonetheless, today I will be providing an update to see whether the selloff has created opportunity. Seeking Alpha Executive Summary Below, it is shown that AI disruption fears are overblown, but at the same time, competitive pressures remain for SentinelOne. Relatively sluggish top-line and ARR growth show that competition remains fierce even if the opportunity is sizable. Furthermore, gross margin contracted as a sign of decreasing pricing power. That said, the company is seeing encouraging improvements in operating leverage, and that's providing a real boost to their profitability. Looking at their full-year guidance , more of the same is expected. Relatively slow top-line growth but strong net profitability gains. Currently, SentinelOne's forward P/S ratio is quite near multiyear lows but remains at a premium to the IT sector. Given the improving profitability and long-term AI-cybersecurity tailwinds, I believe the stock's price tag is justifiable and around fair once again. As a result, I'm reiterating my Hold rating on SentinelOne. The SaaSpocalypse Isn't Coming SentinelOne Q1 Presentation AI has been the buzzword of the past few years, but, as you can see above , the technology was embedded in SentinelOne's cybersecuri...

Khanchit Khirisutchalual/iStock via Getty Images The S&P 500 has long been viewed as a diversified benchmark, but with technology stocks now making up an increasing part of the index, some investors are questioning whether that still holds true. Jeff Evans, Vice President, Director & Lead of Empirical Research & PM Support at TD Asset Management, discusses why traditional diversification strategies may be becoming less effective and where investors may need to look next for balance. Transcript Kim Parlee: The S&P 500 has long been the diversified benchmark. But as tech begins to make up a larger weighting of the index, how are investors able to remain diversified? Let's bring in Jeff Evans of TD Asset Management to talk about that-- and also, talking about this on the back of another conversation, talking about SpaceX, where you could be getting even more concentration on the side of things. So I'm talking about what's coming ahead. Let's bring up a chart that you brought in. And you've got a chart here showing about the IT sector weight within the S&P 500. Tell me why you think this is important. Jeff Evans: Well, it really wasn't that long ago-- five or six years ago, the S&P truly was a diversified index. If you went through at the company level, no company more than 2% weight, for the most part, no sector or industry more than 20-25% weight. You had really good diversification-- no company dominating the index, no sector. That's what a diversified index should look like. Fast forward to today, we have a lot of 3%, 4%, 5% companies in the index today-- much more company concentration than we had, but also now this huge IT concentration, where that is now 37% of the index in a single sector. And that even masks what's truly going on under the hood. Because there's five or six companies that are not included in that. Amazon ( AMZN ) and Tesla ( TSLA ) are actually considered consumer discretionary stocks-- Kim Parlee: Which they're not. Jeff Evans: They're not. And...

eDreams ODIGEO S.A. press release ( EDDRF ): FY Adjusted Net Income reached an all-time high of €72.9 million from €51.2 million (+42%) and Net Income rose to a record €52.2 million from €45.1 million (+16%). Cash EBITDA reached €157 million, exceeding guidance of €155 million. Adjusted EBITDA grew 29% to €172.3 million. More on eDreams ODIGEO S.A. eDreams ODIGEO S.A. (EDDRF) Q4 2026 Earnings Call Transcript eDreams ODIGEO S.A. 2026 Q4 - Results - Earnings Call Presentation eDreams ODIGEO S.A. (EDDRF) Analyst/Investor Day - Slideshow Historical earnings data for eDreams ODIGEO S.A. Financial information for eDreams ODIGEO S.A.

格隆汇5月30日｜据纽约邮报：美国官员称，特朗普在战情室关于伊朗谅解备忘录的会议已经结束。

格隆汇5月30日｜据华盛顿邮报：美国官员称，特朗普在战情室关于伊朗谅解备忘录的会议已经结束。

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MTSI260618P00540000 互動股市圖表 | MTSI Jun 2026 540.000 put 股市 Yahoo 財經

Last year, the research organisation Action on Armed Violence said nearly nine in 10 Israeli investigations into crimes committed by soldiers since the beginning of the Gaza war had been closed without finding fault or without resolution. Out of 52 cases studied, it said only one case resulted in a prison conviction.

黎家盈升空｜陳國基：已要求教育局將科學教育普及化 為國家培育人才 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政務司司長陳國基稱香港首名航天員黎家盈升空，令本港從國家航空事業的支持者變成參與者，已要求教育局將科學教育普及化，為國家培育人才。 政務司司長陳國基：「特別是中小學學生，希望能夠在課程中增加很多航天知識，包括國家在航天方面的成就以及對星體、月球、火星的認識，全部都會加進去。希望打好他們對科學的愛好和基礎，將來隨他們興趣和志願專注投入科學研究和學習。」

Rockpoint Gas Storage Inc. press release ( RGSI:CA ): Q4 GAAP EPS of $0.03. Net earnings for the fiscal year totaled $207 million and $24 million for the quarter, compared with $209 million and $57 million in the same periods of fiscal 2025. Net earnings would have been $259 million for the fiscal year and $76 million for the fourth fiscal quarter excluding the compensation costs impact related to Brookfield's legacy long-term incentive plan agreements ("Legacy Incentive Plans"). Adjusted EBITDA for the fiscal year was a record $386 million and $109 million for the quarter, compared to $339 million and $113 million, on a year-over-year basis, with the changes primarily attributable to the changes in Adjusted Gross Margin. More on Rockpoint Gas Storage Inc. Historical earnings data for Rockpoint Gas Storage Inc. Dividend scorecard for Rockpoint Gas Storage Inc. Financial information for Rockpoint Gas Storage Inc.

Nicola Sturgeon said she “should not be held responsible for the wrongdoing of men” after Peter Murrell, her estranged husband, admitted to embezzling hundreds of thousands of pounds from the SNP this week. The former Scottish first minister told an audience at the Hay festival in Wales on Friday: “My picture has been on more front pages in Scotland this week than my former husband’s has, and I don’t think that’s right.” Murrell, 61, pleaded guilty at the high court in Edinburgh on Monday to embezzling more than £400,000 from the SNP between 2010 and 2022, while he was chief executive of the party. He spent the money on luxury items including two cars, a motorhome, jewellery and cosmetics. He has been remanded in custody. Sturgeon, 55, has consistently denied knowledge of Murrell’s crimes and was not charged after a police investigation. Speaking to promote her memoir, she said of the scrutiny she had faced: “It is the age-old cry of when a man does something wrong, well, the woman must have known about it, somehow it’s her fault.” She added: “One of the things that has touched me this week is being contacted by a number of women who have found themselves in situations where a husband has betrayed them, and [have] shown some solidarity.” Sturgeon said she was “determined to carry on”, adding: “I’ve done nothing wrong. So I’m not going to hide away. And that’s why I’m here.” View image in fullscreen Peter Murrell arrives at the high court in Edinburgh on Monday, where he pleaded guilty to embezzlement. Photograph: Jeff J Mitchell/Getty Images The former SNP leader told an audience at a literary festival in Ireland on Thursday that she was having the “worst week of my life”. She reiterated this at Hay, saying: “I’ve been through some tough weeks in the past … but this week has surpassed all of it.” She said she was “coming to terms with the fact that the person I was married to for a long time is somebody I clearly didn’t know as well as I thought I did, somebody who ...

Meta Platforms (META) is in focus after the social media and AI behemoth unveiled a sweeping new subscription strategy, its most ambitious push yet to build a revenue stream beyond digital advertising. The company announced it will begin testing paid tiers for its Meta AI chatbot under a new “Meta One” brand, alongside premium subscription plans for Instagram, Facebook, and WhatsApp. The move signals a fundamental shift in how Meta intends to monetize its 3.56 billion daily active users. At the time of writing, META stock is down more than 3% versus the start of this year. What AI Chatbot Subscriptions Mean for Meta Stock For years, Meta Platforms has operated one of the most profitable advertising businesses in the world — but that model has a ceiling. The introduction of AI chatbot subscriptions opens an entirely new monetization layer that sits on top of an already-engaged user base comprising billions worldwide. Crucially, Meta’s pricing is deliberately undercut relative to rivals: OpenAI charges $20 per month for ChatGPT Plus and has surpassed 50 million paid subscribers. If the company captures even a fraction of that demand at its $7.99 entry price, the math becomes compelling, warranting an investment in META shares at current levels. Rosenblatt Sees Massive Further Upside in META Shares In a post-announcement research note, Rosenblatt’s senior analyst Barton Crocket maintained his “Buy” rating on META stock, with a $1,015 price target indicating potential upside of more than 60% from here. In his research note, Crocket dubbed artificial intelligence chatbot subscriptions a “multi-billion dollar revenue opportunity,” pointing to Snapchat+ as a comparable, which has more than 25 million subscribers and generates about $1 billion in annual recurring revenue. According to him, Meta Platforms — with a user base more than 100x larger — has an unparalleled in-app marketing funnel to drive subscription adoption at scale. Note that META has a history of closing June...

Meta Platforms Is Testing AI Chatbot Subscriptions. What to Know. Yahoo Finance

Image source: The Motley Fool. Thursday, May 28, 2026 at 8 a.m. ET Call participants Chief Executive Officer — Corie Barry Chief Financial and Strategy Officer — Matthew Bilunas Chief Customer, Product and Fulfillment Officer — Jason Bonfig Vice President, Investor Relations — Mollie O'Brien Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Enterprise Revenue -- $8.9 billion, representing an increase of 1.9% year over year. -- $8.9 billion, representing an increase of 1.9% year over year. Enterprise Comparable Sales -- Grew 2%, surpassing prior guidance of approximately 1%. -- Grew 2%, surpassing prior guidance of approximately 1%. Adjusted Operating Income Rate -- 4.1%, up 30 basis points year over year. -- 4.1%, up 30 basis points year over year. Adjusted Diluted Earnings Per Share -- $1.28, an increase of 11% year over year. -- $1.28, an increase of 11% year over year. Domestic Segment Revenue -- $8.2 billion, an increase of 1.5%, driven by 1.8% comparable sales growth. -- $8.2 billion, an increase of 1.5%, driven by 1.8% comparable sales growth. International Segment Revenue -- $687 million, up 7%, largely driven by 4.7% comparable sales growth and favorable foreign exchange impact. -- $687 million, up 7%, largely driven by 4.7% comparable sales growth and favorable foreign exchange impact. Domestic Online Revenue -- $2.6 billion, up 1.4% on a comparable basis, comprising 32% of domestic revenue. -- $2.6 billion, up 1.4% on a comparable basis, comprising 32% of domestic revenue. Gross Profit Rate (Domestic) -- Increased by 20 basis points to 23.7%, supported by Marketplace and Best Buy Ads, partially offset by lower product margin rates. -- Increased by 20 basis points to 23.7%, supported by Marketplace and Best Buy Ads, partially offset by lower product margin rates. Gross Profit Rate (International) -- Declined 50 basis points to 21.5%, attributed to lower product margin rates. -- Declined 50 basis points to 21.5%, attributed to lower ...