John Caplan, the CEO of the financial technology company Payoneer, joined Bloomberg Open Interest to break down why small businesses are thriving despite tariffs, economic volatility, and AI disruption. He explains how global trade routes are shifting, why small and medium-sized businesses are staying international instead of going local, and how AI is helping entrepreneurs compete with much larger companies. (Source: Bloomberg)

SOITEC REPORTS FISCAL 2026 FULL-YEAR RESULTS DISCIPLINED EXECUTION AND RESTORED FREE CASH FLOW PAVE THE WAY FOR SUSTAINABLE, PROFITABLE GROWTH +25% sequential revenue growth in Q4’26 at constant currency and scope vs. Q3’26, exceeding the c. 20% guidance €592m revenue in FY26, down -34% year-on-year on a reported basis (-30% at constant currency and scope), reflecting ongoing customer inventory correction Strong momentum in Photonics-SOI, a powerful growth driver addressing surging AI data center demand, with revenue above $100m in FY26 FY26 EBITDA 1 margin 2 at 25.4% with return to positive Free Cash Flow of €63m, demonstrating disciplined execution and tight working capital management Net debt / EBITDA ratio of 0.4x, underscores a robust balance sheet Strategically positioned for expansion; poised to exploit growth opportunities with continued focus on execution and financial discipline Q1’27 revenue expected up around 15% year-on-year, at constant currency and scope; Soitec working to reduce revenue seasonality FY27 Capex cash-out expected around €100m, vs. €135m in FY26 Bernin (Grenoble), France, May 27th, 2026 – Soitec (Euronext Paris), a world leader in the design and manufacturing of innovative semiconductor materials, today reported its consolidated revenue for the fourth quarter and full-year results for fiscal year 2026 (period ended March 31st, 2026). Laurent Rémont, CEO of Soitec, commented: “In a challenging and uncertain environment, Soitec’s FY26 performance reflects varied end-market dynamics and the Group’s deliberate actions to restore cash generation. In this context, Soitec has remained focused on disciplined execution, restoring positive Free Cash Flow and strengthening its financial position, as necessary steps toward sustainable, profitable growth. Our Q4’26 showed sequential improvement over Q3’26, above guidance, with continued momentum in AI-driven activities, in particular Photonics-SOI, a key pillar of the Group’s expansion into high-grow...

SOITEC PUBLIE LES RÉSULTATS ANNUELS DE SON EXERCICE 2025-2026 DISCIPLINE D’EXÉCUTION ET RETOUR À UN FREE CASH FLOW POSITIF : CAP SUR UNE CROISSANCE RENTABLE ET DURABLE +25% de croissance séquentielle du chiffre d’affaires au T4’26, à périmètre et taux de change constants par rapport au T3’26, au-dessus de l’objectif d’environ 20% Chiffre d’affaires de l’exercice 2025-2026 de 592 M€, en baisse de 34% sur un an en données publiées et de 30% à périmètre et taux de change constants, reflétant la poursuite de la correction des stocks clients Forte dynamique du Photonics-SOI, relais de croissance majeur porté par le rapide développement des data centers IA, avec un chiffre d’affaires annuel supérieur à 100 M$ 25,4% de marge 1 d’EBITDA 2 et retour à un Free Cash Flow positif à 63 M€ sur l’exercice 2025-2026, illustrant une discipline d’exécution et une gestion stricte du besoin en fonds de roulement Ratio dette nette / EBITDA 2 de 0,4x, reflétant un bilan robuste Positionnement stratégique renforcé en vue de la prochaine phase d’expansion, axée sur l’exécution et la discipline financière Chiffre d’affaires du T1’27 attendu en croissance d’environ 15% sur un an, à périmètre et taux de change constants ; Soitec travaille à réduire la saisonnalité de son chiffre d’affaires Investissements attendus autour de 100 M€ pour l’exercice 2026-2027, contre 135 M€ pour l’exercice 2025-2026 Bernin (Grenoble), France, le 27 mai 2026 – Soitec (Euronext Paris), un leader mondial de la conception et de la production de matériaux semi-conducteurs innovants, annonce aujourd’hui son chiffre d’affaires consolidé pour le quatrième trimestre et ses résultats annuels de l’exercice 2025-2026 (période close le 31 mars 2026). Laurent Rémont, Directeur général de Soitec a déclaré : « Dans un environnement exigeant et incertain, la performance de Soitec au titre de l’exercice 2025-2026 reflète des dynamiques contrastées selon les marchés finaux, ainsi que les actions engagées par le Groupe afin de retr...

FabrikaCr/iStock via Getty Images U.S. equities staged a powerful recovery in April and early May, as a U.S.-Iran ceasefire, strong Q1 earnings, and renewed AI infrastructure enthusiasm drove a sharp rally led by semiconductors and large-cap technology. U.S. equity markets staged a powerful and sustained recovery during the recent period between selection dates (April 9, 2026 - May 14, 2026, the “Period”) as a confluence of geopolitical de-escalation, resilient economic data, and renewed enthusiasm for AI-related capital spending drove major indices to fresh all-time highs. The Period opened in the immediate aftermath of a Pakistan-brokered ceasefire between the United States and Iran, announced on April 7, which included a conditional commitment from Tehran to allow safe passage through the Strait of Hormuz. Oil prices fell sharply on the announcement, with Brent crude dropping below $100 per barrel, helping ease the inflation anxiety that had weighed on sentiment through much of the prior Period. While the ceasefire remained fragile throughout, and late-Period headlines saw President Trump describe the truce as being on "life support" after rejecting Iran's latest counterproposal, equity markets proved increasingly willing to look through the geopolitical noise and focus instead on corporate fundamentals and the durability of the expansion. The rally was led decisively by semiconductors, AI infrastructure, and large-cap technology names, which reasserted leadership after bearing the brunt of the March selloff. A strong first-quarter earnings season provided the fundamental underpinning, with broad upside across the technology complex reinforcing the view that AI-related capital spending remains durable and accelerating. The Philadelphia Semiconductor Index ( SOX ) posted extraordinary gains during the Period, while names tied to data centre buildout, networking, and memory benefited from renewed conviction in the multi-year AI investment cycle. Improved market bre...

據報金管局就內地投資者投資賬戶，新增三項監管措施。 有內地媒體報道，金管局近日向認可機構發出通函，要求銀行在開立和管理內地投資者投資帳戶時，採取額外措施，包括關閉使用可疑或偽造檔開立的投資帳戶，關閉零結餘不動投資帳戶，以及對新開立投資帳戶，實施更嚴格的資金來源及銀行帳戶核查要求。 中證監上周指，老虎證券、富途證券及長橋證券，在境內非法經營證券業務，違反中國證券基金期貨法律法規，依法嚴厲處罰。

专题：聚焦美股2026年第一季度财报 核心要点 中东冲突拖累销售，Abercrombie & Fitch 2026 财年第一季度业绩喜忧参半。 尽管挑战主要影响旗下 Hollister 品牌，公司仍预计本季度及全年销售额将实现增长。 公司对本季度的业绩指引弱于市场预期。 Abercrombie & Fitch 于周三公布了 2026 财年第一季度业绩。公司表示，受中东冲突 “直接影响”，业绩喜忧参半，且给出了弱于预期的业绩指引。 尽管面临上述挑战，公司早盘股价仍大涨约 13%，因其盈利数据轻松超出华尔街预期。 首席财务官 Robert Ball 在分析师电话会议上表示，本季度公司欧洲、中东及非洲地区（EMEA）销售额下降 10%，主因中东冲突导致旗下 Hollister 品牌需求放缓Abercrombie & Fitch Co．。 他称，相较于公司此前预期，中东冲突导致公司第一季度总净销售额增速降低了 0.5 个百分点以上。 CEO Fran Horowitz 在电话会议上补充道：“我们专注于可控因素，包括库存水平和营销投入，确保能实时应对市场变化。尽管 EMEA 地区遭遇逆风，但我们预计第二季度及 2026 全年总销售额将实现增长，这将是我们净销售额连续第四年增长。”Abercrombie & Fitch Co． 据伦敦证券交易所集团（LSEG）数据，公司预计本季度每股收益在 1.80 美元至 2.00 美元之间，远低于市场预期的 2.54 美元。 尽管公司对本季度的预期低于分析师预估，但重申了全年指引：预计 2026 财年净销售额增长 3% 至 5%，每股收益 10.20 美元至 11.00 美元。 EMEA 地区销售额约占公司总销售额的 15%，尽管该地区增速放缓，但公司整体销售额仍增长 2%。Ball 表示，这一增长并非源于消费者内生需求，而是由新店开业和有利的汇率因素推动Abercrombie & Fitch Co．。 以下是这家服装公司 2026 财年第一季度业绩与华尔街预期的对比（基于 LSEG 对分析师的调查）： 每股收益 ：1.47 美元（预期 1.28 美元） 营收 ：11.1 亿美元（预期 11.2 亿美元） 公司公布，截至 5 月 2 日的三个月，净利润为 6713 万美元，合每股 1.47 美元；而去年同期为 8041 万美元，合每股 1....

Micron Investors Are Partying Like It's 1987, and the Stock Still Looks Pretty Cheap Moomoo

INDIANAPOLIS, May 27, 2026 (GLOBE NEWSWIRE) -- iSolutions, a provider of embedded payment processing and accounts receivable automation solutions for Microsoft Dynamics 365 Business Central, has earned multiple recognitions in the G2 Summer 2026 Reports across both the Accounts Receivable and Other ERP software categories. Driven by verified customer reviews, iSolutions received awards highlighting usability, customer satisfaction, implementation experience, business results, and overall product adoption. In the Accounts Receivable category, iSolutions earned recognition as: Easiest To Do Business With – Mid-Market High Performer across Small Business, Mid-Market, and Overall rankings In the Other ERP category, iSolutions earned awards including: Best Meets Requirements Best Usability Easiest To Use Best Results Users Most Likely To Recommend Best Estimated ROI Highest User Adoption High Performer The company also climbed from #7 to #5 in the G2 Other ERP Grid® Report and earned the Users Love Us badge across all categories. “Our clients are at the center of everything we do,” said Sabrina Zimara, CMO at iSolutions. “Our continued investment in monthly product enhancements and customer experience has positioned iPayments as a leading AR automation platform built specifically for Business Central. Seeing customers recognize us for usability, implementation, business results, and customer relationships validates the work our entire team puts into both the product and the experience we deliver.” The recognition reflects growing adoption of iPayments among organizations looking to replace disconnected payment portals, limited AR tools, and manual workflows with a fully embedded, real-time accounts receivable platform inside Business Central. Organizations Choose iSolutions for: Real time accounts receivable automation fully embedded in Dynamics 365 Increased efficiency, visibility, and accuracy in AR processes Faster payments with fewer manual processes Same day, North ...

Daniel Grizelj/DigitalVision via Getty Images While looking at the crypto market lately, one can notice a somewhat odd trend. Bitcoin ( BTC-USD ) is underperforming the S&P 500 ( SP500 ) Year-to-Date, with a -14%. At the same time however, many crypto-related names are actually outperforming not only Bitcoin but even equity markets (see below chart). Seeking Alpha Such is the case of the Fidelity Crypto Industry and Digital Payments ETF ( FDIG ) (which I covered a little less than one year ago), the VanEck Digital Transformation ETF ( DAPP ), the Global X Blockchain ETF ( BKCH ) and even Block, Inc. ( XYZ ), Jack Dorsey’s Fintech company (the latter, however, beats BTC YTD, but not the S&P 500). These tickers contain, for the most part, crypto "infrastructure" players such as IREN Limited ( IREN ), Coinbase, Inc. ( COIN ), Galaxy Digital Inc. ( GLXY ) or Robinhood Markets Inc. ( HOOD ). Today, I am discussing why these names are rallying at a time when the main crypto a sset ( BTC ) seems to be struggling, and whether we should expect this trend to reverse or continue. Asset managers are exiting some crypto-related assets, increasing others Recent 13F filings for Q1 2026 (ended March 31) reveal some de-risking by several asset managers and hedge funds in crypto-related exposures. Generally speaking, asset managers seem to be decreasing their direct exposure to cryptocurrencies like Bitcoin and Ethereum ( ETH-USD ), while some are increasing exposure to selected infrastructure plays. For example, Capula Management fully liquidated large positions in Bitcoin and Ethereum, mostly held via the iShares Bitcoin Trust ETF ( IBIT ). The fund also completely exited its Coinbase position, retaining only a small options stake. Millennium Management sharply reduced Bitcoin ETF holdings and Ethereum exposure. Hedge funds are also broadly retreating from Bitcoin and Ethereum. Goldman Sachs followed the pack and trimmed Bitcoin and Ether ETF positions, and fully exited Ripple ( XR...

Strong recent results and an expanded product portfolio are driving growth across all lines, with major catalysts like Scorpio X-Series and Taurus. Significant investments in optical technology and supply chain readiness position the company for future opportunities, while customer collaborations and design wins in CXL and AI reinforce long-term momentum. Based on Astera Labs, Inc. [ALAB] TD Cowen's 54th Annual Technology, Media & Telecom Conference Audio Transcript — May. 27 2026

asbe/iStock via Getty Images Aemetis, Inc. ( AMTX ) reported 1Q26 results earlier this month. The results continue to show a company that is undergoing large investments but with a perilous capital structure. The company reported better revenues, better gross margins, and lower operating losses, mainly thanks to better recognition of carbon credits. However, this is still a business that loses money at almost every level of the P&L and that is financing its operations with debt, accrued interest, and dilution. The stock price increase of the past few months seems more related to fossil fuel price volatility, particularly around the Iran war, than to a change in the company's underlying economics. I do not think higher fossil fuel prices are a sustainable tailwind for Aemetis. On the contrary, higher energy prices can easily become negative for renewable fuel credit economics, political support, and feedstock costs. I continue to believe the name is overvalued and not attractive. I maintain a Hold rating. 1Q26 Results Aemetis' results improved in 1Q26 versus the prior year, but they still showed a company deeply in the red. Revenue grew 27% to ~$55 million from ~$43 million in 1Q25 . Gross profit improved to ~$3 million, compared with a gross loss of ~$5 million last year. Operating loss narrowed to ~$6 million from ~$15.5 million. Net loss improved but was still very large at ~$22 million, compared with ~$24.5 million last year. Even adjusted EBITDA was still negative, at $1.3 million. The improvement in revenues came mostly from the Indian business, which was more inoperative in Q1 last year ($2.3 million in revenues), but this quarter generated more revenues ($10.5 million). The subsidiary reduced its adjusted EBITDA loss from ~$800 thousand to ~$350 thousand. The profitability improvement was not generated by the larger Indian revenues but rather by more profitable carbon credit operations in the US . The company recognized $4 million of 45Z production tax credit...

tawatchaiprakobkit/iStock via Getty Images Nvidia ( NVDA ) CEO Jensen Huang plans to strengthen the "AI semiconductor triangle alliance" with SK hynix ( HXSCL ) and Taiwan Semiconductor Manufacturing ( TSM ) when he attends a pair of industry conferences next week in Taipei, according to The Asia Business Daily . SK Group Chairman Chey Tae-won is slated to meet with Huang and attend GTC Taipei and Computex 2026, which both start on June 1, according to the report , citing industry insiders. SK hynix President Kwak Noh-jung is also expected to attend. The events are located in the city that also serves as the headquarters for TSMC, a strategic partner of both SK hynix and Nvidia. Together, these three companies form the "AI semiconductor triangle alliance." This will mark the fourth meeting between Huang and Chey over the past seven months, the report said. These meetings are apparently helping the companies maintain the supply chain that is critical to the artificial intelligence data center buildout. More on Nvidia, TSMC, and SK hynix Nvidia: Wall Street Is Sleeping, Consensus Estimates Look Too Low Nvidia: The Bear Case Is Losing Weight After Q1 Nvidia Vs. AMD: Nvidia Will Eat AMD's CPU Lunch Nvidia, Micron set to power a third of S&P 500 earnings growth in 2026 - Goldman TSMC CEO vows over 30% incentive hikes as AI boom fuels profits

财联社5月27日讯（编辑 牛占林） 当地时间周三，美国智库战略与国际问题研究中心(CSIS)发布报告称，美国在近期军事行动中大量消耗“战斧”巡航导弹、“爱国者”防空拦截弹以及“萨德”反导拦截弹，而相关库存的恢复可能需要数年时间。报告警告称，即便特朗普政府大幅提高军费预算，军工产能扩张仍难以在短期内完成。 根据CSIS测算，美国在本轮针对伊朗的军事行动中发射了超过1000枚战斧导弹，这一消耗规模远超外界此前预期。按照当前产能推算，美国可能需要到2030年前后，才能将战斧库存恢复至战前水平。 报告指出，美国过去长期维持低强度采购节奏，导致相关导弹年产量始终处于较低水平。 目前战斧年产量不足200枚，而制造商雷神公司虽已提出未来将产能提升至每年1000枚以上，但从扩建工厂、完善供应链到培训熟练工人，整个过程仍需要较长时间。 除进攻型武器外，美国防空反导系统库存压力同样明显。CSIS估计，在此次中东冲突中，美军可能消耗了约290枚萨德拦截弹，用于拦截伊朗的导弹和无人机袭击。按照当前生产节奏，库存恢复可能持续至2029年底。而爱国者系统方面，美国消耗量或超过1000枚拦截弹，补库存周期预计同样将持续至2029年中期。 报告强调，相比传统火炮或常规弹药，高端导弹系统不仅单价昂贵，而且生产链条高度复杂，涉及大量专业分包商和稀缺零部件。一旦需求突然激增，军工企业很难迅速完成扩产。 战略误判 CSIS高级顾问、退役海军陆战队上校Mark Cancian指出，美国当前面临的困境，根源可追溯至冷战结束之后。 苏联解体后，美国长期认为未来战争将呈现“短周期、局部化”特征，因此军方并未维持大规模高端弹药储备。与此同时，军工企业也随之压缩生产体系，形成“小批量、低库存”的运行模式。 然而，近年来多场地区冲突表明，现代战争对于精确制导武器的消耗速度远超传统预估。尤其是在无人机、巡航导弹以及高密度空袭广泛应用背景下，防空反导系统正以前所未有的速度被消耗。 Cancian表示：“人们开始意识到，现代战争可能比预期持续更久，对弹药库存深度提出更高要求，但真正建立起足够产能需要时间。” 事实上，美国政府近几年已开始推动军工体系扩产。 特朗普政府此前已提出高达1.5万亿美元的2027财年国防预算方案，其中高端导弹、反导系统及军工产业链扩建被列为核心方向。美国国防部长皮赫格塞思也曾向国会表示，美方正推动军工...

Nvidia's Huang plans to strengthen 'AI semiconductor triangle alliance': report Seeking Alpha

Amazon shares have room to run as AWS AI backlog hits $35B, UBS says Proactive financial news

Beneath Amazon’s (AMZN) retail and cloud business, a much bigger story is unfolding. Amazon is approaching AI very differently from its rivals, and this difference could eventually become its biggest competitive advantage. AMZN stock is up 17% year-to-date (YTD), outperforming the broader market gain of 9.6%. Is AMZN stock a good buy now? Amazon Is Playing Both Sides of the AI Chip Race Many investors may not be aware that Amazon, renowned mostly for its retail and e-commerce business, has quietly built a massive AI chip business. In the first quarter, its chips division grew nearly 40% sequentially and now exceeds a $20 billion annual revenue run rate. Its Trainium AI chips, in particular, have already secured more than $225 billion in revenue commitments, with most of them from leading AI labs including Anthropic and OpenAI. Amazon claims that its “custom silicon business” is now likely one of the three largest data center chip businesses globally. This is impressive given that Amazon entered the custom AI chip race much later than other competitors. Meanwhile, Amazon believes that its Graviton CPU processors will play an essential role as AI workloads progress beyond simple inference to agentic AI. While Amazon is aggressively expanding its chip business, it still continues to deepen its relationship with Nvidia Corporation (NVDA). CEO Andrew R. Jassy made it clear that Amazon has no intention of abandoning Nvidia hardware. In fact, he believes that many enterprises will continue choosing Nvidia chips, while others may prioritize Trainium’s lower cost structure and performance advantages. This is probably true because while Amazon’s chips are substantially cheaper, they lack Nvidia’s state-of-the-art and mature ecosystem. Nvidia chips still remain the industry standard for their highest processing speeds. Amazon’s dual approach is an advantage for the company, as it can save huge amounts of money every year by using its own chips instead of purchasing as many thi...

核心要点 摩根大通 首席执行官杰米・戴蒙表示，未来两年内，该行最高可能拿出 200 亿美元用于收购。 股价：下跌 10.43 美元，跌幅 3.40% 2025 年 11 月 6 日，摩根大通首席执行官杰米・戴蒙现身迈阿密卡西亚中心举办的美国商业论坛并发表讲话。 摩根大通首席执行官杰米・戴蒙于本周三表态，未来数年内，该行计划最高投入 200 亿美元进行收购。 如此规模的交易，将成为戴蒙执掌摩根大通二十年来最大一笔收购，同时也将考验美国监管机构对大型银行行业整合的容忍态度。 戴蒙在纽约一场金融行业会议上对分析师表示：“我们认为市场中存在机会，因此目前正密切留意潜在标的。” “未来一两年，我们或许会拿出 100 亿至 200 亿美元，物色合适的收购对象。” 与此同时，戴蒙也提出多项前提条件。他强调，收购并购绝非常规增长手段，而是近乎无奈之下的最后选择。他提醒业内同行，过度依赖并购，本质是企业内生增长疲软的补救行为。 “参加各类管理层会议时你会发现，一旦企业内生增长遇阻，高管们最先空谈的就是并购重组。” 戴蒙说道，“我不想听这些并购说辞。我想知道的是，你们靠什么发展业务？是拓展销售、增设网点、升级技术，还是优化盈利、产品与服务？” 他指出，所有收购目标都必须无缝对接摩根大通现有运营体系、匹配企业文化，且能够补强核心业务，不能成为独立割裂的板块。 “收购不能只是不切实际的空想。” 近些年，摩根大通主要依靠内生模式实现业务增长，唯一特例是 2023 年在联邦存款保险公司协助下收购第一共和银行，这笔交易中摩根大通向监管机构支付了 106 亿美元。 在戴蒙任职期间，该行几笔规模最大、影响最深远的并购交易，均是在行业危机时期收购受监管的银行机构，其中就包括第一共和银行、贝尔斯登以及华盛顿互惠银行的零售业务。 摩根大通也曾陆续收购多家小型金融科技公司，但在 2021 年斥资 1.75 亿美元收购助学平台弗兰克公司后，相关收购步伐便大幅放缓 —— 这家高校助学初创企业事后被曝出存在欺诈行为。 责任编辑：郭明煜

Hundreds of dead sharks and fish believed to be part of a discarded catch have washed up on two Welsh beaches. Dog walkers found a full net of dogfish, also known as catsharks, on Carmarthenshire’s Cefn Sidan on Saturday. A few days earlier, hundreds of dead sharks and fish had been found on Saundersfoot beach in neighbouring Pembrokeshire. Cliff Benson, a local conservationist and founder of the charity Sea Trust Wales, told the Western Telegraph that smaller-scale incidents were not uncommon in the area. “We quite often see dogfish or catsharks seemingly intent on suicide and beaching themselves, though nobody seems to know why,” he said. “However, this is on a different scale and looks like they might have been caught by some fishing boat that was hoping to catch more commercial species and thrown overboard dead. “Another possibility is it’s a case of some marine pollution event, but you would expect several species to fall victim, not just dogfish.” The World Wildlife Fund describes “ghost nets” as abandoned, lost or discarded fishing nets that trap and kill marine life. A single abandoned net is estimated to kill an average of 500,000 marine invertebrates, 1,700 fish and four seabirds. The Ocean Conservancy calls such nets the single most harmful form of marine debris. As much as 1m tonnes of ghost gear is thought to enter the oceans each year. Last week’s finds are not the only dead sharks to have washed up on Welsh beaches recently. A few dozen dogfish were found on Prestatyn beach in 2023, and hundreds more on Cold Knap beach in Barry in 2021, some with hooks and tackle still attached to them. Dozens of dogfish washed up at Burry Port in 2019. A fisheries scientist said at the time the find was probably the result of bottom trawling.

• Tesla stock is gaining positive traction. Why is TSLA stock advancing? SpaceX IPO Speculation Fuels Tesla Narrative The report said Elon Musk has discussed the possibility of eventually combining Tesla and SpaceX, noting the companies already share engineering talent and collaborate on power and compute-related constraints. With broader markets relatively flat, the merger speculation became a major driver of Wednesday's narrative around Tesla. Tesla Posts Strong European EV Sales Growth Separately, Tesla recorded strong April sales growth in Europe as EV adoption accelerated across the region. Data from the European Automobile Manufacturers Association (ACEA) showed Tesla sold 9,169 vehicles in April, up 67.2% year-over-year, while year-to-date sales climbed 61.7% to 67,389 units. AI, Robotics and Energy Continue Expanding Tesla's Story Tesla continues operating beyond traditional auto manufacturing as a vertically integrated EV, AI, robotics, and energy company. In addition to electric vehicles, Tesla sells stationary battery storage systems, solar products, insurance offerings, and operates its global fast-charging network. The company delivered nearly 1.64 million vehicles globally in 2025. Analysts and investors increasingly focus on Tesla's AI infrastructure needs because autonomous driving, humanoid robotics, and large-scale compute requirements align closely with the same power and semiconductor constraints discussed in the SpaceX-related reports. Earnings & Analyst Outlook Looking further out, the next major catalyst for the stock arrives with the July 22 (estimated) earnings report. EPS Estimate : 42 cents (Up from 40 cents year-over-year) : 42 cents (Up from 40 cents year-over-year) Revenue Estimate : $24.53 billion (Up from $22.50 billion YoY) : $24.53 billion (Up from $22.50 billion YoY) Valuation: P/E of 397.8x (Indicates premium valuation) Analyst Consensus & Recent Actions: The stock carries a Buy rating with a consensus price target of $403.59. Rec...

By the time that the Democratic primary for New York’s 12th congressional district wraps up in June, Anthropic and OpenAI will have spent millions on their battle over the political future of AI: who gets to regulate it, or who will be punished for trying to regulate it. But the real winner of their feud may be the guy they’re currently fighting over: a once-obscure New York state assemblyman, who they’ve Streisand-effected into becoming the poster child for AI safety regulation. Ever since late 2025, Leading the Future, a super PAC funded by OpenAI, Palantir, and a16z executives, has spent millions against Alex Bores, who wrote one of the first pieces of AI regulatory legislation in the country. The PAC hoped to kill his bid for the seat about to be vacated by longtime Democrat Rep. Jerry Nadler. Instead, Bores is now a front-runner in the eight-person race to become the “face of Manhattan,” as New York Magazine recently put it in a cover feature. And shockingly, he pulled all this off without running a massive ad campaign. In fact, the Bores campaign told The Verge that it had placed its very first ad buy in New York on May 11th, nearly seven months after Bores entered the race and only weeks before the polls close on June 23rd. In contrast, Leading the Future, whose backers include Joe Lonsdale, Marc Andreessen, and OpenAI’s Greg Brockman, has been running attack ads against Bores since December 2025, spending an estimated total of $2.4 million according to the most recent reports. In any other situation, a corporate- and billionaire-backed super PAC, which is allowed to raise and spend unlimited amounts of money for a candidate or ballot initiative so long as it does not coordinate with the campaign, could outspend a target into oblivion. The group behind Leading the Future had already done so successfully in the 2024 election, ousting Sen. Sherrod Brown (D-OH) and Rep. Katie Porter (D-CA) via Fairshake, a crypto industry super PAC. And it would surely have the ...

Food Stamp Fraud Pipeline Exposed: U.S. Taxpayer-Funded Groceries Shipped Overseas And Sold For Profit Submitted by Anthony Rubin of Muckraker.Org , Food stamps and food pantries are intended to keep struggling Americans fed. What we found is that, in some communities, that food never reaches an American table. Instead, it gets shipped overseas and sold for profit. The scheme works like this. Residents in cities like Lawrence, Massachusetts collect food through two channels: purchasing it at local markets using EBT cards, and picking it up for free from food banks and churches . That food is then packed into large blue barrels , dropped off at shipping companies, and sent by container ship to the Dominican Republic. Once it arrives, it is sold for profit in local stores. The people doing this see nothing wrong with it. In many cases, they do it openly. According to a local that assisted us with this story, this fraud has been happening for over a decade . Over the course of several weeks, Muckraker Foundation traced the full pipeline from food pantry lines in Lawrence, Massachusetts, through shipping warehouses in New York, to store shelves in Santo Domingo . This is what we found. Lawrence, Massachusetts Lawrence is a small city about 30 miles north of Boston. It has the highest concentration of Dominican immigrants of any city in Massachusetts , and the highest rate of SNAP enrollment in the state . John has been delivering goods in Lawrence for over 11 years, six days a week, 35 stops a day. He knows the community intimately. "I've been witnessing the Dominican residents going to food bank lines and collecting non-perishable goods," he told us, "and then packing it in barrels and in boxes, and then they ship it back to the Dominican Republic." We asked him how he knew the food was being purchased with food stamps. "Some of them have openly told me and my wife that that's what they're doing," he said. "And then the other way is the math." The math is straightforwa...

Ugandan authorities on Wednesday ordered the closure of the border with Congo “with immediate effect” as suspected cases surge near 1,000 in its neighbour of a rare type of Ebola and as others emerge at home. The measure, which goes against World Health Organization guidance, underscored growing fears of contagion in this East African country that, like Congo, has experience responding to Ebola outbreaks but is faced with a type this time, Bundibugyo, with no approved medicines or vaccines. A local Ebola task force made the decision to close the border after a rise in Ugandan health workers exposed to the virus by Congolese patients who crossed before the outbreak was declared on May 15. Advertisement Travel across the Congo border will be authorised only in emergency cases, including for the outbreak response, cargo or security reasons, Dr. Diana Atwine, permanent secretary of the Ministry of Health, told journalists. Any people entering from Congo under emergency circumstances will be taken into mandatory self-isolation for 21 days. Tracing and isolating Ebola contacts is seen as key to stopping the spread of the disease, which usually manifests as haemorrhagic fever. The virus is spread through close contact with sick or deceased patients’ bodily fluids. Experts say healthcare workers and family members caring for patients face the highest risk. Ambulances from the Uganda Red Cross Society evacuate the body of a suspected Ebola victim in Kampala on Tuesday. Photo: AFP The number of suspected cases in eastern Congo is nearing 1,000, with at least 220 suspected deaths. Congo’s health ministry on Tuesday said 101 cases have been confirmed, and they are looking into over 3,000 possible contacts.

财联社5月27日讯（记者 吴蔚玲） 汇绿生态 （001267.SZ）筹划收购钧恒科技事项有了新进展，公司今晚披露了交易草案的修订稿，深交所已恢复对本次交易的审核。 根据交易方案，汇绿生态拟通过发行股份及支付现金的方式购买钧恒科技49%的股权，交易价格为11.27亿元。与此同时，公司拟通过发行股份募集配套资金不超过8.45亿元，其中2.82亿元用于支付收购的现金对价，5.55亿元用于新建年产300万只光通信器件生产基地建设项目，825万元用于支付交易中介机构费及相关税费。 借道钧恒科技，汇绿生态正逐步实现从园林行业向光模块产业的跨界延伸。汇绿生态主营园林业务，包括园林工程施工、园林景观设计及苗木种植等。2024年6月，汇绿生态以1.95亿元取得钧恒科技30%的股权；当年10月，通过5000万的增资认购，持股比例进一步提升至35%；随后在2025年2月，再以2.46亿元认购钧恒科技新增注册资本，实现51%的控股权。本次交易结束后，汇绿生态将实现对钧恒科技100%控股。 交易草案显示，钧恒科技主营业务为以光模块、AOC、光引擎为主的光通信产品的研发、生产和销售，其产品主要应用于数据中心、云计算、AI等领域。主要客户包括Coherent、京东科技、新华三等，并与 光迅科技 （002281.SZ）、 长芯博创 （300548.SZ）、 太辰光 （300570.SZ）等上市公司达成了合作。 财务数据显示，钧恒科技2025年营业收入为12.96亿元，同比增长94.53%；净利润1.48亿元，同比增长112.19%。 根据备考数据，若此次交易完成，汇绿生态2025年营收将从15.72亿元提升至16.21亿元，归母净利润将从8808.25万元提升至1.63亿元，增幅84.8%。 根据业绩承诺安排，2026年至2028年，钧恒科技净利润分别不低于1.83亿元、2.32亿元和2.92亿元，三年合计承诺实现净利润7.07亿元。 公司加大光模块业务投入的同时，也在缩减园林主业的投入。公司今日晚间还公告，拟对全资子公司汇绿园林建设发展有限公司（下称“汇绿园林”）实施减资，其注册资本由2.8亿元减少至1.12亿元，减资比例为60%。 汇绿生态表示，本次减资是为了优化子公司的资本结构，提高资金使用效率。减资后股权结构不变，公司仍持有汇绿园林100%股权。

格隆汇5月27日｜白宫：（就伊朗问题）谈判进展顺利，特朗普已明确划定红线。