At least 16 students died in an overnight fire that started in the dormitories of a girls’ boarding school in Kenya , a government official said, in the latest such incident to rock the East African nation. Education Minister Julius Ogamba said on Thursday that 79 others were injured at the Utumishi Girls School, which has more than 800 students in the Gilgil area of central Kenya. The cause has not yet been established. Ogamba said authorities would investigate whether the school’s fire safety manual had been adhered to. A man stands next to a fire engine at the Utumishi Girls’ Academy Senior School in Kenya on Thursday after an overnight fire. Photo: Reuters Police said they were leading the rescue and emergency response efforts at the school, which is located about 120km (75 miles) from the capital, Nairobi. Advertisement The government-owned secondary school is managed and sponsored by the Kenya Police Service. Many of the students are daughters of police officers. The victims have not yet been identified. Advertisement One person at the scene, Wambui Nderitu, said the matron opened one of two dormitory doors “without alerting the children to exit”.

文章提及标的 华海药业 -- 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

格隆汇5月28日｜据AXIOS网站，特朗普政府正为古巴政府在今夏崩溃的可能性做准备。

Key Points Quantum computing stocks are on fire, with investors clearly excited about this $850 billion addressable opportunity. Insiders at pure-play quantum computing companies IonQ, Rigetti, and D-Wave have been decisive net sellers of their company's shares over the last five years. Quantum computing stock valuations are astronomical, and history hasn't been too kind to game-changing innovations in their early stages. 10 stocks we like better than IonQ › Although artificial intelligence (AI) has been Wall Street's hottest trend over the last four years, it's quantum computing stocks that have outperformed AI stocks. As of mid-October 2025, trailing 12-month returns for IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS) were up to 6,217%! While sizable addressable opportunities -- Boston Consulting Group foresees quantum computing adding up to $850 billion in global economic value by 2040 -- and early stage deals have investors excited about this new technology, this trio has collectively sounded a $931 million warning that's reverberating through Wall Street. 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 » The people who know quantum computing stocks best are telling a worrisome tale Amid the hype about real-world use cases for this game-changing technology, we've witnessed a pattern emerge among the individuals who know IonQ, Rigetti, and D-Wave the best: their insiders. An "insider" is a high-ranking executive, board member, or beneficial owner of at least 10% of a company's outstanding shares who may possess non-public information. For the sake of transparency, as well as to follow securities law, insiders are required to file Form 4 with the Securities and Exchange Commission within two days of transacting in their company's stock. In other words, if an in...

美国在为古巴政府可能垮台做准备，美国已制定应对古巴政府垮台的推演计划；美国官员称目前没有入侵古巴的计划。（AXIOS） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

格隆汇5月28日｜微博公布2026年第一季度业绩，一季度净收入总额4.21亿美元，较去年同期的3.97亿美元增加6%。一季度广告及营销收入3.69亿美元，同比增加9%，广告及营销收入（不包括来自阿里巴巴的广告收入）为3.27亿美元，同比增长10%。来自阿里巴巴的广告及营销收入为4330万美元，同比增长2%。第一季度的增值服务收入为5160万美元，同比下降11%，主要由于游戏相关业务的收入贡献减少所致。2026年3月的月活跃用户数为5.62亿，2026年3月的日均活跃用户数为2.54亿。截至2026年3月31日，微博的现金、现金等价物及短期投资总额为25.9亿美元。2026年第一季度经营活动产生的现金为1.64亿美元，资本性支出总额为1190万美元，折旧及摊销费用为1550万美元。

Taiyo Yuden Co. is fielding “scary” levels of demand for its high-end AI server components, stretching capacity and increasing the risk of supply chain hiccups. The Tokyo-based company, which makes multilayer ceramic capacitors, will likely need to accelerate spending to expand output capacity, Chief Executive Officer Katsuya Sase told Bloomberg News in an interview. MLCCs, which are tiny components that regulate and stabilize power flow in electronic devices, are becoming a growing bottleneck in the construction of artificial intelligence data centers. Taiyo Yuden and Murata Manufacturing Co. comprise the bulk of the world’s supplies of high-end MLCCs. “The volumes we are seeing today — it’s scary,” Sase said. “The pressure is extremely intense because we could be easily overwhelmed if one (supplier) stumbles.” AI servers demand tens of thousands of advanced capacitors able to manage high volumes of power. That need will rise further as AI platforms, such as those that house Nvidia Corp. ’s Rubin chips, consume more energy and server space becomes more constrained. Murata provides a wide range of MLCCs, while Taiyo Yuden specializes in high-end capacitors. Shortages of vital data center components are already threatening to slow the pace of AI data center buildouts. “When there are only two companies in the field, and volumes are this high, it’s tough for both of us,” Sase said. “It would be better for my mental health if there were a third player supplying such products.” Read more: Nvidia Server Maker Wiwynn Sees AI Bottlenecks Beyond Memory Fierce technological competition among the world’s biggest tech companies and chipmakers will likely remain intact for at least a couple years, fueling demand, Sase said. Momentum is poised to accelerate toward the second half of the year with the launch of Rubin, he said. Such expectations are bolstering shares of Taiyo Yuden, Murata and fellow capacitor maker TDK Corp. , which has a robust business supplying automakers. All...

New Age Alpha Advisors LLC acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 6,685 shares of the semiconductor manufacturer's stock, valued at approximately $1,432,000. A number of other large investors also recently bought and sold shares of AMD. Jennison Associates LLC boosted its holdings in Advanced Micro Devices by 181.6% during the 4th quarter. Jennison Associates LLC now owns 10,910,310 shares of the semiconductor manufacturer's stock valued at $2,336,552,000 after acquiring an additional 7,035,991 shares during the period. Wellington Management Group LLP increased its stake in shares of Advanced Micro Devices by 335.9% during the third quarter. Wellington Management Group LLP now owns 4,847,825 shares of the semiconductor manufacturer's stock valued at $784,330,000 after buying an additional 3,735,807 shares during the period. Assenagon Asset Management S.A. raised its holdings in shares of Advanced Micro Devices by 104.4% in the fourth quarter. Assenagon Asset Management S.A. now owns 5,991,297 shares of the semiconductor manufacturer's stock valued at $1,283,096,000 after acquiring an additional 3,059,935 shares in the last quarter. Vanguard Group Inc. raised its holdings in shares of Advanced Micro Devices by 1.6% in the fourth quarter. Vanguard Group Inc. now owns 158,522,860 shares of the semiconductor manufacturer's stock valued at $33,949,256,000 after acquiring an additional 2,525,109 shares in the last quarter. Finally, Rafferty Asset Management LLC raised its holdings in shares of Advanced Micro Devices by 56.0% in the second quarter. Rafferty Asset Management LLC now owns 6,772,923 shares of the semiconductor manufacturer's stock valued at $961,078,000 after acquiring an additional 2,430,533 shares in the last quarter. Hedge funds and other institutional investors own 71.34% of the company's stock. G...

Hantz Financial Services Inc. lowered its stake in shares of Intel Corporation (NASDAQ:INTC - Free Report) by 11.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 42,570 shares of the chip maker's stock after selling 5,730 shares during the quarter. Hantz Financial Services Inc.'s holdings in Intel were worth $1,571,000 at the end of the most recent quarter. Other institutional investors and hedge funds have also recently made changes to their positions in the company. Legacy Bridge LLC bought a new stake in Intel in the 4th quarter worth $26,000. Raleigh Capital Management Inc. bought a new stake in Intel in the 4th quarter worth $29,000. HighMark Wealth Management LLC grew its holdings in Intel by 177.7% in the 4th quarter. HighMark Wealth Management LLC now owns 886 shares of the chip maker's stock worth $33,000 after acquiring an additional 567 shares during the last quarter. Provenance Wealth Advisors LLC grew its holdings in Intel by 89.2% in the 3rd quarter. Provenance Wealth Advisors LLC now owns 946 shares of the chip maker's stock worth $32,000 after acquiring an additional 446 shares during the last quarter. Finally, Winch Advisory Services LLC grew its holdings in Intel by 28.3% in the 4th quarter. Winch Advisory Services LLC now owns 966 shares of the chip maker's stock worth $36,000 after acquiring an additional 213 shares during the last quarter. Hedge funds and other institutional investors own 64.53% of the company's stock. Get Intel alerts: Sign Up Analysts Set New Price Targets A number of brokerages have issued reports on INTC. Evercore set a $95.00 price target on shares of Intel in a report on Friday, April 24th. Robert W. Baird raised their price target on shares of Intel from $50.00 to $75.00 and gave the stock a "neutral" rating in a report on Friday, April 24th. Benchmark raised their price target on shares of Intel from $105.00 to $140.00 and gave the stock a "b...

After losing nearly 8% through the first three months of the year, the S&P 500 Index has rallied on a renewed AI trade and increasingly bullish investor sentiment. Large- and mega-cap U.S. equities have seen a surge in inflows, helping push the benchmark index up more than 18% since the start of Q2. Despite the recent turnaround, uncertainty persists. Much of the rally is tied to mega-cap companies benefiting from the memory chip shortage, leaving investors wondering how long the S&P 500’s rally can last. Add in an expanding $1 trillion market cap club and looming initial public offerings (IPOs) from companies like SpaceX and OpenAI, and concentration risk is becoming an increasingly pressing threat to investors’ portfolios. Get RSP alerts: Sign Up However, equal-weight exchange-traded funds (ETFs) tracking the major indices are having a moment—especially the Invesco S&P 500 Equal Weight ETF NYSEARCA: RSP, which recently hit its all-time high. For conservative investors looking to circumvent a potential pullback or stalled rally, here’s how the RSP can help you hedge against the S&P 500’s tech-heavy weightings and their inherent volatility. The Equal Opportunity Fund for All of the S&P 500 Companies Invesco S&P 500 Equal Weight ETF Today RSP Invesco S&P 500 Equal Weight ETF $207.68 +0.19 (+0.09%) 52-Week Range $174.27 ▼ $208.73 Dividend Yield 1.50% Assets Under Management $88.79 billion Add to Watchlist Given its current weightings, the S&P 500’s 10 largest companies account for around 40% of the index. For ETFs using the index as their benchmark, that means 40 cents out of every $1 invested goes to those stocks, with the remaining 60 cents spread across the other 493 stocks. And that’s before the rumored $1.75 billion SpaceX IPO adds another layer of concentration risk. On the other hand, the RSP utilizes quarterly rebalancing to maintain its equal-weight stance. That means a stock like Micron NASDAQ: MU—a more than $1 trillion market cap company with a nearly 840%...

Russia signs agreement to build first nuclear power plant in Kazakhstan Reuters

Hedge funds now control more than half of the electronically traded gilts market, Tradeweb data show, a shift that could be making UK government debt more vulnerable to bursts of volatility. Their share of trading volumes grew by about a third between 2021 and 2025, reaching 63%, according to Tradeweb, which runs the biggest electronic trading platform for gilts. The proportion handled by traditional asset managers like pension funds and insurers has dropped to 26% from 45% in the period, it said. While the data are a snapshot of a long-running structural change, the role of hedge funds in the government bond markets has been in particular focus this year. Investors and officials blamed fast-money accounts for exacerbating the depth and speed of market moves in reaction to the war in the Middle East and the UK’s latest political upheaval. According to fixed-income data firm Propellant Digital, Tradeweb’s platform accounts for about half of overall gilt market activity reported under MiFID rules, which includes automatic electronic trades as well as those agreed via phone or dealer chat systems. While the notional average daily volume of gilts traded on the platform last year was £13.4 billion ($18 billion) — more than double the level in 2021 — the average size of a trade shrank by just over a quarter to £3.3 million, something Tradeweb put down to increased automation. The change in the market’s dominant players has drawn the attention of regulators and policymakers. Last month Andrew Bailey , governor of the Bank of England and chair of the Financial Stability Board, warned that a small number of funds using borrowed cash to boost their returns on similar investments could risk destabilizing the market if they unwound their positions simultaneously. Much of the concern centers around the so-called basis trade , a relative-value strategy that uses borrowed cash to exploit small price differences in the prices between bonds and corresponding future contracts. Hedge ...

格隆汇5月28日｜TD Cowen将达美航空的目标价从84美元上调至92美元，将美国航空的目标价从17美元上调至20美元，将美联航的目标价从142美元上调至150美元。(格隆汇)

据乌克兰国家通讯社28日报道，乌克兰最高拉达（议会）当天批准了接收欧盟对乌克兰提供900亿欧元贷款的法案。 乌财政部长马尔琴科说，该法案为接收欧盟对乌的900亿欧元贷款提供了法律框架。资金分配方面，600亿欧元将用于提升乌克兰国防工业潜力，另有300亿欧元用于支持财政预算。 马尔琴科还表示，乌克兰只有在俄罗斯支付战争赔款的情况下才会偿还这笔贷款，贷款本息将从俄赔款中抵扣。 欧洲理事会主席科斯塔4月23日在社交媒体上表示，欧盟已批准向乌克兰提供900亿欧元贷款。(新华社)

09.17 BST Morning opening: Don't walk into a Russian 'trap' on talks, EU's chief diplomat warns Jakub Krupa The EU’s foreign policy chief, Kaja Kallas, has warned against walking into a Russian “trap” by focusing on personalities rather than issues in potential talks to end the war in Ukraine. Her comments came as the bloc’s foreign ministers gathered in Cyprus for informal talks to discuss what would their main asks of Russia be in any peace negotiations. In recent days, several EU leaders opined on who could lead any potential talks with Russia, with a number of names – including that of Kallas – being floated as an option. Finland’s president Alexander Stubb was also one of the early favourites. But speaking early morning before the talks started, Kallas conceded there is “not much happening” in the talks right now, as she cautioned against focusing on personalities: “It’s a trap that Russia wants us to walk into, that we discuss who talks to them, and they are already picking who is suitable, who is not. Let’s not walk into that trap. Negotiations are always a team effort. You have good cops, you have bad cops, you have a strategy [on] how you go to the table, so that is why the substance is much more important.” Kallas insisted the EU will have to be represented in any future talks anyway, as “if you think about what Russia is interested in, lifting the sanctions, for example, it’s a European decision.” The former Estonian prime minister also strongly criticised Russia’s repeated warnings about potential further strikes on Kyiv. “This is what Russia does. Because it’s not really gaining ground on the battlefield, what they are doing now is really increasing the terrorist attacks, because you can’t really describe it in other ways, creating fear inside the society. It hasn’t worked for four years, and I don’t think that it’s going to work now.” We will hear from other ministers throughout the day, before a press conference summing up the talks in the early after...

摩根士丹利认为，对美债市场持续平静的预期“忽略了未来的关键风险”。 伴随中东冲突局势缓和，美债市场波动性跌至接近年内最低水平。但不少市场人士警示美债市场“可能错误计价前景”。 摩根士丹利认为，对美债市场持续平静的预期“忽略了未来的关键风险”，包括能源市场再次中断或中东冲突重新升级的可能性。一些交易员已对波动性重燃进行押注。长远来看，市场依旧关注美联储货币以及财政困境前景。 美债波动性回落能否持续 近几个交易日，随着对美伊达成和平协议的乐观情绪增强，30年期美债收益率从19年来的最高点回落至冲突前水平。现货美债市场也重新出现看多情绪。根据摩根大通最新客户调查，截至5月26日当周，投资者净多头仓位已升至一个月高位。数据显示，投资者多头仓位增加5个百分点，而空头仓位则下降2个百分点。 与此同时，美国国债市场整体也恢复了稳定。衡量美债市场波动预期的指标已回落至接近今年最低水平，大幅低于3月峰值。当时，中东冲突升级，霍尔木兹海峡遭遇实质性封锁，国际油价因此飙升并引发通胀预期上升，冲击了美债市场。就在5月稍早，长期美债收益率仍持续走高，10年期、30年期美债收益率大幅攀升，创下近年高位，直接冲击全球资产定价体系。多国央行与机构投资者也因此集中减持美债，海外持有美债规模持续回落。 不过，摩根士丹利的策略师周（Shaun Zhou）周三（28日）发布的一份报告警示，目前宏观环境依然“脆弱”，压制市场波动的多项因素未来可能同时减弱。当前极低的隐含波动率，意味着投资者对持续平静的预期“忽略了未来的关键风险”，包括能源市场再次中断或敌对行动升级的可能性，这些因素稍后可能迅速重新引爆长期美债波动。 “当前市场已然形成了一种明显不对称的局面，即只需要相对较小的宏观催化剂，就可能导致长期美债不确定性被大幅重新定价。”他称。 还值得一提的是，在稍早的美债市场剧烈震荡中，美国财政部部长贝森特的施政短板一度成为市场焦点。自上任以来，贝森特一直反复强调美国财政部储备充足，调控手段丰富，拥有完善的政策“工具箱”，足以应对美债收益率飙升、市场流动性紧张等各类风险。但在遭遇实际波动时，他只能通过口头积极表态，即声称市场波动属于正常调整，无须过度恐慌，来试图稳定市场预期。 因此，不少美债交易员也已开始为美债波动性重燃做好准备。上周，美债期权市场出现一笔规模高达1500万美元的“做多波动率”交易，押注美债市场未...

在马斯克旗下SpaceX即将进行史诗级IPO前夕，市场对其将与特斯拉合并的前景展开了畅想。而一位SpaceX早期投资人的讲话进一步强化了这一预期。SpaceX早期投资人Peter Diamandis表示，SpaceX上市后与特斯拉进行合并是不可避免的，问题仅在于何时会发生，因为马斯克将希望整合对其旗下公司的控制权。事实上，在SpaceX招股书公布后不久，美国知名投行韦德布什（Wedbush）的分析师丹·艾夫斯（Dan Ives）及其团队就发布研报预测：SpaceX和特斯拉将在2027年完成合并。艾夫斯指出，特斯拉已经持有SpaceX的股份，而双方联合建设的Terafab设施进一步将两家公司捆绑在一起。(科创板日报)

共进股份公告，近日，公司收到唐山市人民政府国有资产监督管理委员会出具的《唐山市人民政府国资委关于唐山工业控股集团有限公司协议受让上市公司深圳市共进电子股份有限公司第二期股份的批复》，同意唐山工业控股集团有限公司受让公司6006.84万股股份，占公司股份总数的7.6299%，交易价格为10.32元/股。

Emerging-market stocks snapped a week-long rally and most currencies weakened as renewed strikes on Iran dashed hopes of a swift resolution to the war. MSCI Inc.’s emerging equity gauge was down 0.% as of 10:20 a.m. in London, having lost as much as 2.3% earlier when Asian equities retreated from record highs. Indexes in Johannesburg, Prague and Budapest also slipped, as oil prices rebounded after the airstrikes, which highlighted the fragility of the ceasefire and the challenge of restoring global energy flows. Currencies of oil-importing nations slipped, with the related MSCI index down 0.1%. Even if the US and Iran reach an agreement, uncertainties related to oil flows will remain for a while, Commerzbank AG warned. “Given the low level of trust between the two sides, it will likely take some time before we see a real normalisation - and with it, the foreign exchange markets stabilising again,” Commerzbank currency analyst Michael Pfister said. The South African rand slipped as much as 0.7% against the dollar, while 10-year government bond yields climbed about four basis points ahead of a central bank meeting that is expected to deliver the first interest-rate hike in three years. Rates are seen rising by 25 basis points to 7%. Read: South Africa Set for First Rate Hike Since 2023 on Iran War The forint led losses in eastern Europe, given Hungary’s exposure to energy-price swings. Investors will be watching Prime Minister Peter Magyar’s talks in Brussels this week, including a crucial meeting with European Commission President Ursula von der Leyen to restore billions of euros of funding from the bloc. In fixed income, Amundi SA cut its overweight position in Chinese bonds to neutral after a rally that made the market one of the few to outperform amid a global debt selloff. Elsewhere in Asia, bond yields generally rose and currencies weakened. There are also increasing signs authorities are being forced to react to the funding stresses caused by the Iran war, with...

与此同时，一个紧邻机坪、由圆通耗资百亿投建的东方天地港航空物流枢纽项目也已投运。 今日上午，圆通航空的一架波音767全货机从嘉兴机场起飞，直飞孟加拉国首都达卡，这是从嘉兴起飞的首条国际航线，此时距离嘉兴南湖机场正式通航只有不到半年。 与此同时，一个紧邻机坪、由圆通耗资百亿投建的东方天地港航空物流枢纽项目也已投运，随着首条国际货运航线开通，这一枢纽正式承接国际货运和跨境供应链业务，有望重塑长三角航空物流的传统链路。 长三角首个专业性航空货运枢纽 去年12月，嘉兴南湖机场首开国内客货运航线，长三角又多了一座新机场，浙江也有了第9个民航运输机场。 不过，与其他机场不同，嘉兴机场定位“客货兼顾、以货为主”，是长三角首个、全国第二个专业性航空货运枢纽。这也是机场通航半年后就能够开飞国际航线的重要原因。 目前，嘉兴机场共有56个机位，其中33个是专用货机位，占比超过了一半，跑道可起降包括波音747在内的几乎所有大型货机。 撑起嘉兴机场货运大盘的是圆通航空。据嘉兴交通局方面介绍，2026年嘉兴机场计划开通20条国际货运航线，其中有10多条会由圆通航空承运或包机。首批航线将直达匈牙利布达佩斯、韩国首尔等城市，后续逐步拓展至欧洲、中亚、东南亚、北美等区域。 据记者了解，已拥有19架全货机的圆通航空，总部原本在杭州，但在嘉兴机场启用后，公司会将更多全货机放置到嘉兴，今年就计划在嘉兴投放8架全货机。 之所以将更多货机资源转到嘉兴，与圆通要在嘉兴建设全球航空物流枢纽的规划不无关系。早在10年前，公司就决定在嘉兴投建东方天地港，位置就在嘉兴机场的跑道旁边。 东方天地港相关负责人告诉记者，东方天地港并不是单纯的物流园区，而是集航空货运、转运分拨、仓储、保税、清关、多式联运、机务维修及国际商品展示贸易中心于一体的综合性国际航空物流枢纽，目前航空货站区、仓储区和多式联运中心已建成投运，成为嘉兴机场货运枢纽功能的核心承载平台。 比如在东方天地港的多式联运中心，自动化分拣设备已24小时满负荷运转，被集中分拣的包裹主要来自国内陆运，日均进出港已达400万票。在以前，这些包裹分散于上海、杭州、宁波、苏州、义乌等地，现在则统一集中至嘉兴分拣，再运往全国。 而今日国际货运航线的首航，也意味着东方天地港国际功能正式启用，通过货站、海关、保税仓连片布局，实现快清关、快中转、快到达的高效供应链。 如何重塑长三角物流...

文远知行CEO韩旭建议，对自动驾驶的监管可以参考航空业，鼓励安全记录优良的企业，惩罚安全记录糟糕的企业 2026年5月17日，深圳，小马智行无人驾驶出租车。图：视觉中国 【财新网】 2025年以来，国内主要Robotaxi（自动驾驶出行）企业持续扩大各自车队规模。但监管政策因近期发生的事故转入“冷静期”，影响了行业扩张节奏。尽管如此，多家企业近期披露的数据显示，这些公司坚持将完成“上量”目标作为当前要务。 在5月26日发布的2026年一季度财报中，小马智行（NASDAQ：PONY/02026.HK）披露，截至当月24日，该公司Robotaxi车队规模超过了1700辆，较两个月前披露2025年报时增加约250辆。国内是小马智行车辆投放的主阵地，这意味着上述增量主要注入其国内车队。

Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors. The memory chipmaker trades at 10 times estimated earnings, by far the lowest multiple in the Philadelphia Stock Exchange Semiconductor Index , a title Micron has held for almost two years. It’s among the 50 cheapest stocks in the S&P 500, with a valuation that’s slightly higher than United Airlines Holdings Inc. Interestingly, the S&P 500’s leader this year, Sandisk Corp. , which is up 570%, also makes memory chips and has a single-digit valuation as well. Considering the seemingly insatiable demand for artificial intelligence components, you’d think these companies would be easy choices for stock pickers. But it’s not that simple. Those cheap valuations could be signaling that their earnings growth has peaked. “It’s counter-intuitive, but I’d almost rather see a high multiple,” said John Porter , chief investment officer at AGF Investments, which owns Micron shares. “The low valuation is almost a contrarian signal, something to worry about, because it suggests the next step in the earnings story is things getting worse. Certainly it seems hard for them to get even better than what we’ve seen.” In its most recent quarter, Micron’s revenue nearly tripled , its fastest pace of growth in data going back to 1990. That success is flowing through to the stock price, which has soared 1,003% since the end of 2024. It’s coming off its best year since 2013, its 80% leap in May has it on pace for its best month since November 1985, and its 19% jump on Tuesday was its best day since November 2011. “Calling a top in stocks with this kind of momentum is the hardest thing to do,” Porter said. The latest push has made Micron one of a handful of elite firms with market capitalizations over $1 trillion. The surge is h...

(Bloomberg) -- Micron Technology Inc. is the third-best performer in the S&P 500 Index this year and at the same time one of the least expensive stocks in the market. While that dichotomy looks bullish on the surface, it may be more of a warning sign than a green light for investors. Most Read from Bloomberg The memory chipmaker trades at 10 times estimated earnings, by far the lowest multiple in the Philadelphia Stock Exchange Semiconductor Index, a title Micron has held for almost two years. It’s among the 50 cheapest stocks in the S&P 500, with a valuation that’s slightly higher than United Airlines Holdings Inc. Interestingly, the S&P 500’s leader this year, Sandisk Corp., which is up 570%, also makes memory chips and has a single-digit valuation as well. Considering the seemingly insatiable demand for artificial intelligence components, you’d think these companies would be easy choices for stock pickers. But it’s not that simple. Those cheap valuations could be signaling that their earnings growth has peaked. “It’s counter-intuitive, but I’d almost rather see a high multiple,” said John Porter, chief investment officer at AGF Investments, which owns Micron shares. “The low valuation is almost a contrarian signal, something to worry about, because it suggests the next step in the earnings story is things getting worse. Certainly it seems hard for them to get even better than what we’ve seen.” In its most recent quarter, Micron’s revenue nearly tripled, its fastest pace of growth in data going back to 1990. That success is flowing through to the stock price, which has soared 1,003% since the end of 2024. It’s coming off its best year since 2013, its 80% leap in May has it on pace for its best month since November 1985, and its 19% jump on Tuesday was its best day since November 2011. “Calling a top in stocks with this kind of momentum is the hardest thing to do,” Porter said. The latest push has made Micron one of a handful of elite firms with market capitalizati...

Micron’s Cheap Stock Valuation Seen as a Contrarian Warning Sign Bloomberg.com

Robert Way/iStock Editorial via Getty Images Lamborghini's decision to cancel its electric vehicle plan was "the right way to go," its CEO Stephan Winkelmann told CNBC after Ferrari's new EV faced intense backlash over its design. "Our decision to go from [traditional internal combustion engine] to plug-in was a very important one for us, and it worked out," Winkelmann told CNBC . "We don't speak about our competitors… but everybody has their own strategy." Lamborghini, owned by Volkswagen ( VWAGY ), scrapped plans for an all-electric Lanzador and a fully electric version of its Urus SUV. Instead, it decided that Lanzador and Urus would continue to be hybrid. "By observing the market… we saw that the acceptance curve [of EVs] for our type of customers is not increasing, and therefore, we decided to move away from a full-electric car into a plug-in hybrid," Winkelmann said. Shares of Ferrari ( RACE ) fell as much as 6% on Tuesday after the luxury carmaker unveiled its first all-electric Luce. The selloff was driven by Luce's design being significantly different from typical Ferraris. Many Seeking Alpha readers thought the EV's design was "absolutely terrible" and wanted traditional Italian supercar lines brought back, according to a poll this week. "Ultimately, many fans are disappointed that Ferrari is embracing the EV concept, believing it dilutes the supercar brand, which has modeled itself around classic design and raw, combustion-engine power," Michael Field, chief equity strategist at Morningstar, told CNBC . More on Ferrari Of The Makers Of New Electric Supercars, BYD Shares Are Preferable To Ferrari's Ferrari Luce: The Stock Falls 7% But The Horizon Is Now Clear Analysts defend Ferrari as the EV selloff is called an overreaction Ferrari shares skid after unveiling its first fully electric car

格隆汇5月28日｜以色列国防科技公司埃尔比特系统(ESLT.US)盘前涨3.7%报859.68美元。消息上，埃尔比特系统盘前上涨，主要受Q1业绩超预期、超过300亿美元的历史性订单积压，以及在近期接连获得巨额新订单的联合驱动。CFO预计2026年全年营收增长目标约为"中双位数"，并指出陆地业务将继续引领收入扩张，ISR和C4I需求同样强劲。公司作为全球国防科技领导者的增长确定性正持续获得市场确认。

Bolstered by bullish calls from Trump and UBS Group, has Micron’s rally ended after surpassing a $1 trillion market valuation? Moomoo

理想汽車第一季度營收230億元，預估220.9億元 Moomoo