Micron (MU +2.21%) stock joined the trillion-dollar club on Tuesday, surging 19.3% to close above $900 a share after UBS endorsed the stock with a $1,625 price target, predicting Micron will earn more than $100 per share total over the next three years. And Micron stock isn't looking back. Shares of the computer memory-maker gained another 3.4% through 10 a.m. ET this morning -- and this time, you can thank British banker Barclays for the boost. Why Barclays loves Micron stock Barclays raised its price target on Micron stock an incredible 74% this morning, reports StreetInsider.com, predicting the shares will hit $1,175 within a year. That's a more conservative estimate than the one UBS sounded yesterday, but investors don't seem to mind, because Barclays agrees with its peer that Micron stock is a buy. The big concern about investing in semiconductor stocks historically has been that they've always been cyclical stocks in the past. Things start well when demand for computer memory is strong, and supply is weak; this causes prices to surge, and profits to fly higher. Next, companies then expand production to capture more profits, increasing supply, depressing prices -- and causing the entire industry to crash. But this may no longer be the case with Micron. As Barclays points out, Micron just signed its first-ever five-year Strategic Customer Agreement, or SCA, guaranteeing long-term supply purchases at agreed prices across a half decade. Expand NASDAQ : MU Micron Technology Today's Change ( 2.21 %) $ 19.80 Current Price $ 915.68 Key Data Points Market Cap $1.0T Day's Range $ 888.16 - $ 955.75 52wk Range $ 92.22 - $ 955.75 Volume 1.7M Avg Vol 46.9M Gross Margin 58.54 % Dividend Yield 0.06 % What it means for Micron Barclays believes similar SCAs may not become the norm, ending the boom-and-bust cycle for Micron and allowing the company to remain consistently profitable in the future. If it's right about this, then Micron might not just hold onto the 830% share price...

Win McNamee/Getty Images News Boeing ( BA ) shares rose as much as 3.6% Wednesday after Chief Executive Kelly Ortberg struck an upbeat tone about the company’s production recovery, certification progress and defense outlook during an onstage interview at the Bernstein Strategic Decisions Conference. Ortberg said Boeing’s ( BA ) commercial airplane business continues to stabilize after years of manufacturing disruptions and regulatory scrutiny, with the company now preparing to increase 737 production to 47 aircraft a month from a current rate of 42 after clearing a key Federal Aviation Administration review. “We’ve passed the capstone review for rate 47,” Ortberg said, adding that Boeing ( BA ) is already operating the production system at that pace while it works through a stabilization period. The comments may reinforce investor sentiment that Boeing’s ( BA ) long recovery effort is finally becoming less theoretical and more operational. Investors have been closely watching whether the company can increase output without repeating the quality-control problems that led to previous crises. The company’s stock is up 11% in the past 12 months. Ortberg repeatedly emphasized execution and manufacturing discipline over aggressive expansion targets. “We’re not going to push airplanes down the production line and end up with traveled work,” he said, referring to incomplete manufacturing tasks that historically piled up inside Boeing ( BA ) factories. Boeing says backlog stretches into the 2030s Ortberg said Boeing’s order book remains so large that new customers ordering 737 or 787 aircraft today would likely wait until the 2030s for deliveries. “We’re sold out well into the next decade,” he said. He also discussed Boeing’s ( BA ) renewed access to China’s commercial aviation market after years of tensions and delivery freezes. Ortberg said Boeing ( BA ) recently secured commitments for 200 aircraft during a U.S. delegation trip to China, reopening a market where Boeing ( ...

simonkr/E+ via Getty Images SQM ( SQM ) up 1.4% in Wednesday's trading after reporting Q1 adjusted EBITDA more than doubled from a year ago to $837M and revenues that rose nearly 70% Y/Y to $1.76B, both above consensus expectations. SQM ( SQM ) said Q1 sales volumes reached ~69K metric tons of lithium carbonate equivalent as it operated "at full capacity" to meet demand, and the company now expects lithium sales volumes to increase 15% this year, up from a prior growth forecast of 10%. CEO Ricardo Ramos said global lithium demand could exceed 1.9M metric tons of LCE this year, while market dynamics continue to suggest a tight supply-demand balance. SQM ( SQM ) and Codelco are budgeting $3B to deploy new extraction technologies at their lithium joint venture in the Atacama Desert, Chile environment manager Julio Garcia told Bloomberg in an interview. Their Novandino Litio partnership is advancing toward commercial operations using direct lithium extraction, a technology touted as cleaner and faster than the traditional evaporation method. Subject to environmental and other permitting, construction at the Salar Futuro project will start toward the end of the decade, with full implementation extending into the mid-2030s, Garcia said, although Novandino Litio has not yet made a final investment decision. More on Sociedad Quimica y Minera de Chile Sociedad Química y Minera de Chile: Can The Momentum Continue? (Downgrade) Sociedad Química y Minera de Chile: Seeking Redemption After Fumbling My Lithium Trade Last Year Sociedad Química y Minera de Chile Q4 2025 Earnings Call Transcript

Investors say the time is right for state-owned Petroleos Mexicanos SA to sell global bonds for the first time in more than three years. In the weeks since its executives said the company was considering tapping international markets, a growing chorus of analysts and bond buyers are also backing the idea. They say the world’s most indebted oil major could use fresh funding to buy back some of its outstanding bonds, a strategy that could save it money in the long run. The narrowing premium on Pemex’s bond yields compared to Mexican government debt “tells you that there’s enough confidence in the market for Pemex,” said Jeff Grills , head of US cross markets and emerging market debt at Aegon Asset Management , which holds Pemex bonds. “Typically, issuers want to strike while the iron is hot.” At Barclays Plc, Badr El Moutawakil wrote that the company could be willing to tap the dollar market since it “will need further support in 2027,” in part due to upcoming hard-currency bond maturities and a lack of free cash flow. Meanwhile, Morgan Stanley strategist Simon Waever said that after S&P Global Ratings downgraded its outlook on Mexico and Moody’s Ratings pushed it down to lowest tier of investment grade, the credit assessors “are implicitly telling Mexico it’s better to move towards Pemex funding itself and rely less on federal transfers.” Read More: Moody’s Cuts Mexico Credit Rating to One Notch Above Junk The company might have no other choice. Mexican President Claudia Sheinbaum ’s administration has been more generous to Pemex than most of her predecessors, but the government expects it to be self-sufficient by 2027. A new bond sale would come after Mexico embarked on a $41 billion borrowing spree last year, mostly to help the beleaguered driller pay back nearly $10 billion due in 2026 and shrink its pile of debt to suppliers, which was straining its operations. “They got the financing for this year but they’re going to have to start to stand on their two feet now...

Klaus Vedfelt Business uncertainty about revenue growth subsided some in May as revenue growth expectations trended up over the past few months, the Atlanta Fed's Survey of Business Uncertainty said on Wednesday. Business uncertainty about revenue growth (smoothed) for four quarters ahead fell to 3.57% in May from 3.67% in April. Business uncertainty about employment growth (smoothed) for the year ahead ticked up to 4.7% from 4.46% in April. Developing… Check back for updates. More on the US Economy Still Bullish The U.S. Economy Geopolitical Hopes Underpin Risk Appetites Richmond Fed Manufacturing Index jumps past consensus in May Consumer confidence retreats less than expected in May

Antonio Bordunovi/iStock Editorial via Getty Images Artificial intelligence infrastructure spending is poised to become the dominant force behind S&P 500 ( SP500 ) ( SPY ) earnings growth over the next two years, according to new analysis from Goldman Sachs Global Investment Research. The firm projects that beneficiaries of AI infrastructure investment will account for roughly half of S&P 500 ( SPY ) earnings per share growth in both 2026 and 2027, underscoring the outsized impact of the technology buildout on corporate America’s bottom line. Semiconductor ( SMH ) ( SOX ) companies stand at the forefront of this boom. Consensus estimates indicate that Nvidia ( NVDA ) and Micron Technology ( MU ) together will account for a third of S&P 500 ( SPY ) EPS growth this year alone, positioning chipmakers as the primary direct earnings beneficiaries of surging AI ( AIQ ) investment. The windfall extends beyond semiconductors ( SMH ). Tech hardware manufacturers (XTH), industrial ( XLI ) companies, and utilities ( XLU ) are all receiving substantial earnings boosts from the ongoing AI infrastructure buildout as data centers proliferate and power demands surge. However, the picture isn’t uniformly positive. Goldman Sachs notes that growing depreciation expenses from hyperscalers—the large cloud computing providers investing heavily in AI infrastructure—will partially offset the broader earnings boost to the S&P ( SPY ). This drag is expected to have a larger impact in 2027 than in 2026. Goldman's table displays the top 10 corporate contributors to the S&P ( SPY ), ranked by their projected share of consensus EPS growth in 2026. Name Ticker S&P 500 mkt cap weight Share of S&P 500 2026 EPS Share of S&P 500 EPS growth 2026 Share of S&P 500 EPS growth 2027 NVIDIA Corporation ( NVDA ) 8 % 7 % 18 % 19 % Micron Technology, Inc. ( MU ) 1 3 14 7 Alphabet Inc. ( GOOGL ) 6 5 7 1 Broadcom Inc. ( AVGO ) 3 2 6 7 Meta Platforms Inc ( META ) 2 2 4 1 Sandisk Corporation ( SNDK ) 0 1 4 1 Micro...

Antonio Bordunovi/iStock Editorial via Getty Images Artificial intelligence infrastructure spending is poised to become the dominant force behind S&P 500 ( SP500 ) ( SPY ) earnings growth over the next two years, according to new analysis from Goldman Sachs Global Investment Research. The firm projects that beneficiaries of AI infrastructure investment will account for roughly half of S&P 500 ( SPY ) earnings per share growth in both 2026 and 2027, underscoring the outsized impact of the technology buildout on corporate America’s bottom line. Semiconductor ( SMH ) ( SOX ) companies stand at the forefront of this boom. Consensus estimates indicate that Nvidia ( NVDA ) and Micron Technology ( MU ) together will account for a third of S&P 500 ( SPY ) EPS growth this year alone, positioning chipmakers as the primary direct earnings beneficiaries of surging AI ( AIQ ) investment. The windfall extends beyond semiconductors ( SMH ). Tech hardware manufacturers (XTH), industrial ( XLI ) companies, and utilities ( XLU ) are all receiving substantial earnings boosts from the ongoing AI infrastructure buildout as data centers proliferate and power demands surge. However, the picture isn’t uniformly positive. Goldman Sachs notes that growing depreciation expenses from hyperscalers—the large cloud computing providers investing heavily in AI infrastructure—will partially offset the broader earnings boost to the S&P ( SPY ). This drag is expected to have a larger impact in 2027 than in 2026. Goldman's table displays the top 10 corporate contributors to the S&P ( SPY ), ranked by their projected share of consensus EPS growth in 2026. Name Ticker S&P 500 mkt cap weight Share of S&P 500 2026 EPS Share of S&P 500 EPS growth 2026 Share of S&P 500 EPS growth 2027 NVIDIA Corporation ( NVDA ) 8 % 7 % 18 % 19 % Micron Technology, Inc. ( MU ) 1 3 14 7 Alphabet Inc. ( GOOGL ) 6 5 7 1 Broadcom Inc. ( AVGO ) 3 2 6 7 Meta Platforms Inc ( META ) 2 2 4 1 Sandisk Corporation ( SNDK ) 0 1 4 1 Micro...

On this episode of Stock Movers with Alexis Christoforous: - Dick's Sporting Goods (DKS) shares are lower after it forecast earnings per share for the full year of $13.27 to $14.27. - Lululemon (LULU) is up as it agreed to resolve a long-simmering dispute with founder Chip Wilson by overhauling its board with three new directors. The company will name two of Wilson’s nominees to the board in Laura Gentile, a former ESPN executive, and Marc Maurer, the previous co-chief executive officer of sneaker maker On. A third new director will be announced by October 1. - Bath and Body Works (BBWI) shares are higher after it reported lower first quarter sales and says it's overhauling its strategy to return to growth. Sales were still better than expected. (Source: Bloomberg)

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车企入局储能赛道，借人工智能热潮挖掘新机遇 作者：瑞安・费尔顿 内容速览 福特汽车 宣布成立全新子公司 福特能源 后，股价攀升至近三年新高。 密歇根州迪尔伯恩市，一条生产线上的福特 F 系列皮卡，背景悬挂美国国旗 福特汽车（股票代码：F，涨幅 3.83%）股价一路走高，创下近三年来新高，而此番上涨和旗下乘用车、卡车业务几乎没有关联。 自宣布成立储能业务子公司 福特能源 以来，福特股价在两周内累计上涨 28%。 该新业务板块初始投资达 20 亿美元，核心业务是将原本用于电动汽车的电池，改造成 固定式储能系统 ，面向人工智能数据中心、电力公用事业企业及大型工业客户供货。此举让福特正式入局储能赛道，与 特斯拉 、LG 新能源等头部电池企业展开竞争。 当下电动汽车行业步入下行周期，车企对电池的实际需求远低于此前预期。对于极度看好福特的投资者而言，布局储能业务，能借助美国人工智能产业蓬勃发展、能源需求激增的风口，开辟全新增长曲线。 花旗银行汽车行业分析师迈克尔・沃德表示：“市场愈发关注福特盘活自身能源相关技术与产能的能力。” 本周二，这家总部位于密歇根州迪尔伯恩的车企股价收于 15.32 美元，创下 2023 年以来最高水平。福特的走势与同城竞争对手形成鲜明反差： 通用汽车 2025 年股价大涨超 50%，但今年以来累计下跌约 2%；Jeep、公羊品牌所属的斯泰兰蒂斯集团年内股价跌幅达 28%。 投资者尤其看好福特能源与全球最大电池制造商 —— 中国动力电池巨头 宁德时代（CATL） 的合作。本月早些时候， 摩根士丹利 分析师预估，福特能源业务估值可达 100 亿美元，受此消息提振，福特股价率先启动上涨。 法国 巴黎银行 美国汽车行业研究主管詹姆斯・皮卡里耶洛称：“这其实是对富余电池产能的高效再利用。” 2026 年整个汽车行业处境艰难，福特选择拓展新业务、丰富收入来源，正是应对行业困境的举措。 物价高企持续挤压消费者预算，新车销量日渐疲软；伊朗局势推高油价，对于主打大型燃油皮卡的底特律车企而言，经营压力进一步加大。 福特自身也面临诸多挑战。皮卡里耶洛介绍，为弥补 2025 年皮卡销量缺口，福特不得不全力提升 F 系列皮卡产能，而铝材价格上涨又让产能目标的实现难上加难。他表示：“今年剩余时间，公司必须以创纪录的产能生产，才能达成目标。” 福特能源业务全面创收尚需时日，首批产品...

Gary Kavanagh/iStock via Getty Images Thesis Flowco Holdings ( FLOC ) is an oil field service provider that offers downhole lift equipment designed to optimize well productivity. This equipment is generally offered under an equipment rental business model and augmented through some equipment sales. The recent acquisition of Valiant expands the company’s product offering to include ESPs (electronic submersible pumps). This acquisition fills a major hole in the company’s portfolio while also making the company capable of offering services through the full life cycle of a well. Thus, while the stock has traded upward with the general oil market, the business model is less susceptible to commodity prices than your typical oil field service provider. Every well drilled represents years of repeat business through the rental model of downhole lift equipment. Despite the solid gains produced year to date, FLOC still trades at a valuation discount to other companies that deploy a comparable rental business model. The company also has significantly lower leverage and fewer supply chain risks than these same peers. Thus, I believe the combination of a steady business model, low leverage, and a discounted valuation is worthy of continuing to rate the company as a BUY. Updates to Previous Analysis I last covered FLOC in December, highlighting the company’s rental business model that is somewhat of an oddity in the oilfield service provider realm. Since then, the company has completed the Valiant acquisition , giving the company exposure to the ESP market. This acquisition completes FLOC’s product offering by allowing customers to choose between competing technologies. The company was formerly tasked with selling the benefits of high-pressure gas lift over ESP technology to secure new contracts. However, going forward, more effort can be spent on meeting customer wants and needs with either an ESP or HPGL application. This translates into less time selling and more time spent dev...

Shiny new Nvidia apps like the GeForce Experience and the "Nvidia app" have come and gone, but the old Nvidia Control Panel and its rotating green Nvidia logo have existed as an option for managing basic settings since it was originally introduced in 2006. That's ending with version 610.47 of Nvidia's Game Ready and Studio drivers for GeForce GPUs. Nvidia says the old Control Panel will no longer be installed by default, since "all actively supported Nvidia Control Panel features for GeForce users have been modernized and transitioned" to the new Nvidia app. "The NVIDIA app contains all of the modern functionality of the NVIDIA Control Panel available for GeForce RTX GPUs, and much more, while running faster and more efficiently," writes Nvidia Technical Marketing Content Editor Andrew Burnes in the drivers' release notes . Read full article Comments

Memory chips are the hottest play on artificial-intelligence hardware, and Micron Technology has been among the hottest stocks in the space. It has company in SK Hynix, the South Korean memory-chip maker, whose shares have also surged. Micron stock had an incredible day on Tuesday, when it surged 19% after UBS raised its price target on the stock to $1,625 from $535, arguing long-term supply agreements justified a higher price-to-earnings ratio for the company.

Micron Stock: The ‘Insatiable’ Logic Behind the Memory Maker’s ‘Extreme’ Gains. Barron's

Given its integral role in artificial intelligence (AI) and over $5 trillion market cap, Nvidia (NVDA 1.87%) certainly has the size and influence to move markets. But Nvidia's quarterly earnings reports aren't producing the fireworks of years past. In fact, if we look at the last year of Nvidia's releases, the stock has fallen each time -- down 1.8% on May 21 after reporting first-quarter fiscal 2027 earnings, down 5.5% on Feb. 26, down 3.2% on Nov. 20, and a 0.8% decline on Aug. 28. These sell-offs have all come despite Nvidia blowing expectations out of the water and repeatedly raising its guidance, not to mention boosting its dividend by 2,400% in its latest earnings release and authorizing a new $80 billion stock repurchase program. Here's why Nvidia is becoming boring, and the surprising reason why that's great news for long-term investors. 1. Nvidia is realizing its potential If you follow sports, you'll know the hype that goes into highly touted prospects with a seemingly infinite bag of skills that could translate to success on the big stage. But more often than not, expectations exceed reality, and a rare handful of generational talents break through high ceilings to unlock hall-of-fame careers. Nvidia has become more boring because it is essentially a top draft pick that has won consecutive MVP awards. The winning has become normalized and therefore boring. Only Nvidia isn't an athlete constrained by the physical limitations that come with time. Despite its size, Nvidia still has a multi-decade runway for future growth and market-beating performance. Nvidia gets a lot of attention for its valuation, but the real story is how profitable it has become. In its latest quarter, Nvidia generated $81.62 billion in revenue and $53.54 billion in operating income -- good for an operating margin of 65.6%. Nvidia is converting so much revenue into operating income because the vast majority of its costs are tied to chip production. It has very few operating expenses, l...

太空服务公司Momentus Inc．周三宣布，已与现有机构投资者签署证券购买协议，以按 纳斯达克 规则的市价发行2，942，000股普通股的方式完成一轮私募融资，预计总募资约2500万美元。 融资细节与资金用途 本轮私募由A.G.P．/Alliance Global Partners担任独家配售代理。交割预计于本周四（5月28日）前后完成，须满足惯例交割条件。 Momentus董事长兼首席执行官John C． Rood表示：“我们很高兴现有投资者继续支持公司及其使命。我们计划将所募资金用于研发投入、战略业务举措以及一般企业用途。” 完成此次发行后，Momentus预计将持有约7600万美元的现金、现金等价物及短期投资。此前公司已披露，截至2026年4月23日持有现金2620万美元，较2025年底的1280万美元大幅提升。 Q1业绩：服务收入暴增近9倍 就在融资公告前约两周，Momentus刚刚发布了2026年第一季度财报，显示出强劲的营收增长势头。 第一季度服务收入达321.5万美元，较上年同期的32.2万美元大幅增长898%，主要得益于Vigoride 7任务的成功执行。该任务搭载SpaceX的Transporter-16火箭发射，共携带10个政府及商业载荷进入轨道。不过，由于研发和运营成本增加，公司净亏损扩大至948万美元。 公司预计2026年全年营收将达到1000万美元，较2025年的110万美元增长约9倍，主要来源于与美国国家航空航天局及国防机构签订的里程碑式合同。 政府合同与后续任务 Momentus目前持有与DARPA、美国空军研究实验室、太空发展局、NASA及导弹防御局的多项活跃合同。其中值得注意的是SHIELD IDIQ合同，该合同为Golden Dome导弹防御计划的一部分，是一个为期10年、总额达1510亿美元的国防合同工具，Momentus具备竞标资格。 后续任务方面，计划于2027年发射的Vigoride 8任务已全部售罄，客户包括NASA授予的合同。此外，截至4月17日，公司已清偿全部剩余可转换债务，目前无任何未偿债务。 市场反应：航天板块整体提振 受SpaceX正式提交IPO申请的板块联动效应影响，航天概念股近期受到投资者追捧。融资公告发布后，Momentus股价盘中一度大涨25.8%，最高触及21.62美元。 本次出售的证券依据193...

Key Points AMD has a big opportunity as the market shifts to inference and agentic AI. Broadcom is set to see huge growth from an explosion in custom AI chips. 10 stocks we like better than Advanced Micro Devices › The market loves growth, and two of the artificial intelligence (AI) infrastructure names with the biggest growth opportunities still ahead are Advanced Micro Devices(NASDAQ: AMD) and Broadcom(NASDAQ: AVGO). That's why both semiconductor stocks have the potential for 50% or more upside over the next year. Right now, AI infrastructure spending is booming, with the five largest hyperscalers (owners of massive data centers) alone expected to spend $700 billion this year building out data center capacity. At the same time, there are clear shifts in the market set to benefit both AMD and Broadcom. That's why these are the two top stocks to own moving forward. 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 » AMD: An inference and agentic AI opportunity Trading at a forward price-to-earnings (P/E) ratio of 63.5 times 2026 analyst estimates, AMD's stock does not appear cheap. However, the growth in front of it could be enormous, which could easily send its stock up more than 50% over the next year. In the AI accelerator market, AMD is benefiting from the shift toward inference and hyperscalers looking to diversify their chip suppliers away from just using Nvidia. The company's chiplet design, which can package more memory, is particularly well-suited for inference, which is now starting to grow faster than the market for AI model training. AMD already has two large $100 billion deals in place for its graphics processing units (GPUs), and it's believed that Anthropic will also begin using its next-generation chips. At the same time, the company has a huge opportunity in the data center central pr...

Given its integral role in artificial intelligence (AI) and over $5 trillion market cap, Nvidia (NVDA 2.42%) certainly has the size and influence to move markets. But Nvidia's quarterly earnings reports aren't producing the fireworks of years past. In fact, if we look at the last year of Nvidia's releases, the stock has fallen each time -- down 1.8% on May 21 after reporting first-quarter fiscal 2027 earnings, down 5.5% on Feb. 26, down 3.2% on Nov. 20, and a 0.8% decline on Aug. 28. These sell-offs have all come despite Nvidia blowing expectations out of the water and repeatedly raising its guidance, not to mention boosting its dividend by 2,400% in its latest earnings release and authorizing a new $80 billion stock repurchase program. Here's why Nvidia is becoming boring, and the surprising reason why that's great news for long-term investors. 1. Nvidia is realizing its potential If you follow sports, you'll know the hype that goes into highly touted prospects with a seemingly infinite bag of skills that could translate to success on the big stage. But more often than not, expectations exceed reality, and a rare handful of generational talents break through high ceilings to unlock hall-of-fame careers. Nvidia has become more boring because it is essentially a top draft pick that has won consecutive MVP awards. The winning has become normalized and therefore boring. Only Nvidia isn't an athlete constrained by the physical limitations that come with time. Despite its size, Nvidia still has a multi-decade runway for future growth and market-beating performance. Nvidia gets a lot of attention for its valuation, but the real story is how profitable it has become. In its latest quarter, Nvidia generated $81.62 billion in revenue and $53.54 billion in operating income -- good for an operating margin of 65.6%. Nvidia is converting so much revenue into operating income because the vast majority of its costs are tied to chip production. It has very few operating expenses, l...

Key Points Nvidia’s post-earnings price action has slowed as the company has grown in size. It's returning boatloads of cash to shareholders through buybacks and dividends. These steps tend to coincide with lower growth, but Nvidia is proving it can do it all. 10 stocks we like better than Nvidia › Given its integral role in artificial intelligence (AI) and over $5 trillion market cap, Nvidia (NASDAQ: NVDA) certainly has the size and influence to move markets. But Nvidia's quarterly earnings reports aren't producing the fireworks of years past. In fact, if we look at the last year of Nvidia's releases, the stock has fallen each time -- down 1.8% on May 21 after reporting first-quarter fiscal 2027 earnings, down 5.5% on Feb. 26, down 3.2% on Nov. 20, and a 0.8% decline on Aug. 28. 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 » These sell-offs have all come despite Nvidia blowing expectations out of the water and repeatedly raising its guidance, not to mention boosting its dividend by 2,400% in its latest earnings release and authorizing a new $80 billion stock repurchase program. Here's why Nvidia is becoming boring, and the surprising reason why that's great news for long-term investors. 1. Nvidia is realizing its potential If you follow sports, you'll know the hype that goes into highly touted prospects with a seemingly infinite bag of skills that could translate to success on the big stage. But more often than not, expectations exceed reality, and a rare handful of generational talents break through high ceilings to unlock hall-of-fame careers. Nvidia has become more boring because it is essentially a top draft pick that has won consecutive MVP awards. The winning has become normalized and therefore boring. Only Nvidia isn't an athlete constrained by the physical limitations that come with time...

格隆汇5月27日｜摩根大通首席执行官戴蒙重申净利息收入950亿美元的预期，同时指出2026年运营成本可能接近1060亿美元，高于此前给出的1050亿美元指引。戴蒙还透露，摩根大通目前有1000个人工智能应用案例正在开发中，其中50至60个被列为重要项目。就第二季度业绩展望而言，戴蒙预计市场业务收入将增长11%，投资银行业务收入将增长10%。

Company Logo The AI voice generator market is set to grow at a 30.7% CAGR, reaching USD 20.71 billion by 2031 from USD 4.16 billion in 2025. Key growth drivers include the adoption of dynamic prosody-control models, demand for automated compliance narration, and API-first architectures facilitating seamless integration. However, limited domain-specific datasets slow advancements in accuracy. North America leads in market size, while Asia Pacific anticipates the highest growth, driven by multilingual demand and digital investments. Content creation emerges as a major segment, leveraging AI voice tools for scalable, high-volume audio production across media and e-learning sectors. AI Voice Generator Market AI Voice Generator Market · GlobeNewswire Inc. Dublin, May 27, 2026 (GLOBE NEWSWIRE) -- The "AI Voice Generator Market by Voice Generation Platform, Technology, Application - Global Forecast to 2031" has been added to ResearchAndMarkets.com's offering. The AI voice generator market is set to achieve a compound annual growth rate (CAGR) of 30.7% over the forecast period, reaching USD 20.71 billion by 2031 from USD 4.16 billion in 2025. With enterprises adopting dynamic prosody-control models, improvements are seen in user engagement across training, retail, and media workflows. Growth is further fueled by the demand for automated compliance narration in financial and healthcare sectors. However, accuracy enhancements are hindered by the limited availability of domain-specific acoustic datasets. API and Developer Tooling as Core Growth Engine APIs, SDKs, and developer tools are pivotal in driving scalable AI voice adoption across industries. Developers prefer modular voice components that integrate seamlessly into existing workflows, minimizing engineering efforts. SDKs facilitate rapid integration with prebuilt libraries for platforms like Android, iOS, and web, enhancing accessibility for gaming studios, AR/VR developers, and enterprises. Advanced API features such ...

Broadcom Inc. is riding the AI infrastructure boom while integrating the VMware acquisition and updating investors on guidance and margins. What is driving the AVGO story now, and where do the main opportunities and risks lie for US-focused investors? Broadcom Inc. stock remains closely watched as the semiconductor and infrastructure software group pushes deeper into AI data center chips and works through the large-scale integration of VMware, a deal that closed in late 2023 according to Broadcom investor updates as of 11/22/2023. Investors are now looking at how AI-related demand, recurring software revenues and the company’s capital return policies interact with a still-volatile macro backdrop and high expectations embedded in the AVGO share price. In its most recent reported quarter, Broadcom highlighted strong growth in AI data center products and detailed the financial impact of consolidating VMware into its infrastructure software segment, according to commentary in the company’s earnings materials on Broadcom quarterly results as of 03/07/2024. The stock has also benefited from ongoing investor interest in large-cap US names linked to AI infrastructure and cloud spending, factors that have supported a significant re-rating over the past year. As of: 27.05.2026 By the editorial team – specialized in equity coverage. At a glance Name: Broadcom Broadcom Sector/industry: Semiconductors and infrastructure software Semiconductors and infrastructure software Headquarters/country: San Jose, United States San Jose, United States Core markets: Data centers, networking, telecom, enterprise software Data centers, networking, telecom, enterprise software Key revenue drivers: Custom AI accelerators, networking chips, mainframe and infrastructure software Custom AI accelerators, networking chips, mainframe and infrastructure software Home exchange/listing venue: Nasdaq (ticker: AVGO) Nasdaq (ticker: AVGO) Trading currency: US dollar (USD) Broadcom Inc.: core business model ...

NCR Voyix公司5月27日宣布与 美国银行 Voyager达成合作，将在其云端POS系统中开通Voyager车队卡支付功能，以支持商业燃油交易。这一合作进一步扩展了NCR Voyix在商业燃油支付领域的能力。 合作内容：覆盖超18，000个加油站 根据协议，NCR Voyix的支付平台Voyix Connect将与Voyager网络整合，为使用Voyager车队卡的车队提供交易处理支持。NCR Voyix预计将于2026年开始在其遍布全美的超过18，000个加油站逐步部署Voyager车队卡支付功能。 NCR Voyix执行副总裁兼首席产品官Nick East表示：“随着我们扩展商业燃油能力，我们的重点仍然是让燃油和便利店客户更易于接受和管理车队交易。通过Voyix Connect整合Voyager，有助于实现这一目标，提供一致的加油支付体验，同时增强我们的下一代商业服务能力。” 美国银行Voyager高级副总裁Joe Eykyn补充道：“与NCR Voyix合作，通过现代化云端POS环境实现无缝支付受理，有助于惠及更多商户，支持他们快速、可靠地服务车队客户。” 战略背景：商业燃油支付的持续扩张 此次合作是NCR Voyix持续扩展商业燃油组合的一部分。目前，运营商正在加速现代化基础设施并采用云原生解决方案。2025年10月，NCR Voyix已与WEX达成类似合作，同样通过Voyix Connect支持WEX车队卡支付。与WEX的合作也预计在2026年正式推出。 Voyager车队卡由美国银行于1997年推出，被广泛认为是业内顶尖的车队和燃油卡之一。该卡在全美超过320，000个加油站获得受理，覆盖97%的加油站，客户包括 亚马逊 、Verizon和美国邮政服务等。 财务表现：战略转型稳步推进 此次合作建立在NCR Voyix稳健的财务基础之上。2026年第一季度财报显示，公司营收6.06亿美元，较上年同期6.12亿美元略有下降；净亏损从上年同期的2100万美元大幅收窄至200万美元。调整后EBITDA为7800万美元，高于上年同期的7400万美元；非GAAP每股收益为0.10美元，上年同期为0.08美元。 核心业务指标方面，经常性收入达4.19亿美元，同比增长3.7%；软件与服务收入4.72亿美元。Voyix商务平台应用的剩余合同价值约2.93亿美元，同比...

MF3d/E+ via Getty Images Palo Alto Networks ( PANW ) and CrowdStrike ( CRWD ) remain in prime position to benefit from the most significant catalyst to hit the cybersecurity industry in decades, according to Wedbush. "Our recent checks in the field reinforced our view that AI will be the biggest growth catalyst for the cyber industry in the past 20 years rather than its demise, with 8 of every 10 customers we have spoken with believing the incumbent cybersecurity vendors with the right products and AI strategic roadmap will be the winners," said Wedbush analysts in a Wednesday investor report. Wedbush hiked its price target on Palo Alto to $300 from $225 and CrowdStrike's to $700 from $550. "For PANW, the completion of the CyberArk acquisition, now reborn as Idira, positions the company as the only vendor offering unified coverage across network, cloud, and identity security at scale. PANW's momentum behind Idira and Prisma AIRS underscores how rapidly identity and AI security are becoming durable demand drivers for the platform," Wedbush noted. "For CRWD, FY26 marked a record year for the company as it became the first pure-play cybersecurity vendor to cross several major milestones, underscoring its standing as the gold standard in cyber," Wedbush added. "Charlotte AI's agentic SOC orchestration and AI Detection and Response (AIDR) are increasingly positioning Falcon as a mission-critical infrastructure for enterprises securing AI across every layer from GPU to agent to prompt." More on Palo Alto and CrowdStrike CrowdStrike Is Back To Its Overvalued Status (Earnings Preview) CrowdStrike: Why I'm A Seller Here (Rating Downgrade) CrowdStrike: A Lot Is Priced In Ahead Of Q1 FY27 Earnings (Preview) Palo Alto Networks in spotlight as Stifel ups price target ahead of Q3 results CrowdStrike in focus as Stifel, Cantor up price targets ahead of earnings

政府向立法會申請撥款46億元，支持香港郵政未來三年的運作，並探討未來路向。 香港郵政由1995年起以營運基金模式運作，即須自負盈虧。不過根據政府向立法會提交文件，郵政署自2017/18年度起，至今未錄得盈利，最近幾年，每年都有逾億元虧損，到2024/25年度，虧損更攀升至逾8億元。 當局解釋，香港郵政雖然繼續開源節流，包括調整各類郵費，以收回成本等，但隨著國際形勢轉變，2019/20年度起五年間，處理的郵件量已累跌四成四，預測2039/40年度，只會處理3.5萬公噸空郵郵件，較原本預算最多大跌七成六。加上營運成本上漲，現時營運基金的現金儲備不夠支持一年的營運開支。 為確保香港郵政能持續以合理價錢，向市民提供高效可靠的公共郵政服務。政府提出由資本投資基金，向香港郵政注資46億元，當中包括翻新空郵中心所需的5.1億元。 商務及經濟發展局稱，會全面檢討香港郵政的營運模式及財政狀況，因應未來的估算，考慮未來最適切的路向。 有議員認為，毋須再自負盈虧。 自由黨批發及零售界議員邵家輝說：「其實很多不同的地方，郵政都是公營，由政府去營運的，香港現時用自負盈虧的方式，裡面的員工用公務員制度的話，是令成本也很難控制的。其實現時很多地方，都要用一些科技去代替一些簡單的工作，所以現時郵政局會否用多些不同的科技，去取代現時固有的人手和派遞的方式呢？」 他又指，考慮到近年網購及電商的盛行，郵政局可考慮善用本身的地區網絡，協助一些網購公司進行派送服務，增加收入。

A recent Anthropic partnership could provide a $43 billion revenue opportunity for Microsoft Azure by 2030, according to HSBC

Manchester United have taken a £22m hit from the sacking of their former manager Ruben Amorim but cut their losses in half thanks to improved performance on the pitch and the cost-cutting zeal of the co-owner Jim Ratcliffe. United’s successful pursuit of Champions League football under Michael Carrick drove a 57% rise in broadcast income during the third quarter of the financial year to nearly £65m, as more of the club’s games were picked for TV. The extra cash helped the club to increase its forecast for full-year revenue to between £655m and £665m, up from £640m-£660m predicted before. Despite the improvement, annual revenue on that scale would almost exactly match 2025, when United fell to an all-time low of eighth in Deloitte’s Football Money League. As well as boosting income, the club has embarked on a ruthless cost-cutting drive since Ratcliffe bought a minority stake in 2024 and took charge of sporting operations. Even as the club spent about £260m on players in 2025-26, the petrochemicals billionaire pressed on with cost cutting that has led to the axing of hundreds of staff, the closure of the staff canteen and the substitution of free lunches with fruit. The result of the cuts has been a £19m decrease in operating expenses for the first nine months of the year, to £525m. The saving was more than offset by the cost of sacking Amorim in January. The accounts show that the Portuguese and his backroom staff received a payoff of up to £16.7m, and there was an associated £5.2m non-cash impact of writing off costs relating to their contracts. “The cost of removing managers continues to haunt the club,” said Stefan Borson, a football finance expert who is head of sport at the law firm McCarthy Denning. Overall, rising revenue and falling costs delivered an improvement in profitability. The club pointed to its operating performance, which strips out factors such as debt interest payments. On that basis, the club reported a £37.7m profit in the first nine months, c...

老撾七名村民尋找金礦期間，被困一百多米深洞穴超過一星期，救援人員發現其中五人生還，兩人仍失蹤。2018年曾參與泰國睡美人洞搜救的潛水員，亦有加入救援。 救援隊發布片段，參與搜救的泰國與芬蘭潛水員，周三在洞內發現5名被困村民生還後，相擁慶祝。 洞外其他搜救人員得悉發現生還者後，亦為他們激動歡呼。救援人員指，潛水員曾深入洞穴100米搜索，他們繼續尋找餘下兩名失蹤村民。 事發洞穴位於老撾中部賽宋本省，救援人員表示，上周二附近八名村民進入洞穴淘金，因暴雨引發山洪，堵塞洞口而被困，其中一人及時逃生並向當局求助。 老撾救援組織負責人表示，洞穴內十分狹窄，當局已多次警告民眾避免前往，但不時仍有人冒險深入洞穴，尋找金礦。有救援人員則表示，山區的崎嶇地形和大雨，令搜救工作進度受阻。洞穴入口寬度勉強只能讓一個人爬行通過，救援隊嘗試多種方案，包括從洞穴上方的通風口，尋找被困人士位置，或一邊抽走洞內積水，讓潛水員爬入洞內，前往村民懷疑被困的區域。 來自泰國、芬蘭等多國救援人員，亦於周末抵達協助搜救，其中包括曾參與2018年，泰國睡美人洞搜救的潛水員。 2018年在泰國北部，有12名男學生及其足球教練，被困在積水洞穴中超過兩周，最終安全獲救，期間一名參與搜救的潛水員喪生。