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。

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)

Key Points Zscaler beat sales and earnings expectations for fiscal Q3. The company also narrowly raised its full-year sales outlook, but Wall Street was looking for stronger growth. 10 stocks we like better than Zscaler › Zscaler (NASDAQ: ZS) stock is getting crushed on Wednesday following the company's latest quarterly report. The cybersecurity company's share price was down 30.7% as of 10:40 a.m. ET. After yesterday's market close, Zscaler published results for the third quarter of its 2026 fiscal year -- which ended April 30. While the company reported sales and earnings that beat Wall Street's targets, the stock is still getting hit with a big pullback. 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 » Zscaler's fiscal Q3 results actually looked pretty strong Zscaler posted non-GAAP (adjusted) earnings per share of $1.08 on sales of $850.48 million in fiscal Q3. Meanwhile, the average Wall Street analyst estimate had targeted per-share earnings of $1.01 on sales of $835.66 million. Zscaler grew its revenue 25.4% year over year in the quarter, and the business closed out the period with annual recurring revenue of $3.525 billion -- also up roughly 25% annually. Free cash flow grew 14% year over year to hit $136 million. Zscaler's guidance wasn't good enough for investors Along with its fiscal Q3 report, Zscaler issued guidance for sales in the current quarter to come in between $875 million and $878 million -- suggesting year-over-year growth of roughly 22%. For comparison, the average analyst estimate had targeted revenue of $878.66 million in the quarter. While the company's Q4 guidance came in below Wall Street's expectations, Zscaler actually narrowly raised its full-year sales target to between $3.3295 billion and $3.3225 billion -- up from previous guidance for sales between $3.309 billion ...

伊朗國營電視台報道，伊朗獲得一份與美國諒解備忘錄框架的非官方初步文件。白宮回應稱，報道的內容「不實」。 伊朗電視台引述文件內容指，德黑蘭需於一個月內讓霍爾木茲海峽，商船通航數目回復至戰事前水平，但不包括軍艦，以換取美國解除海上封鎖，並由伊朗周邊撤軍。海峽的船務則由伊朗與阿曼一起管理。如果六十日內達成最終協議，需呈交聯合國安理會表決並賦予約束力。 報道強調，這份框架文件並非最終文本，並且需獲實質確認後，伊朗才會展開行動。

“买入泡泡玛特”，正在成为知名投资人段永平近期最受市场关注的动作之一。 5月27日，港交所披露的最新权益变动信息显示，段永平通过其控制的H&H International Investment， LLC大举增持泡泡玛特股份，一致行动人持股比例升至5.69%，正式触发举牌披露。 这意味着，继此前多次公开表达对泡泡玛特及其创始人王宁的高度认可之后，段永平已经用真金白银进一步加码押注。 持仓超117亿港元 港交所披露的权益变动表格显示，2026年5月25日，段永平通过H&H International Investment以每股150港元的平均价格，买入982.32万股泡泡玛特普通股，交易总额高达14.7亿港元。 完成增持后，其持股总数达到7637.16万股，占泡泡玛特总股本的5.69%。 按照港交所规则，投资者持股比例首次突破5%时，需要进行强制披露，因此此次增持也让段永平在泡泡玛特上的真实仓位首次全面曝光。 值得注意的是，此次举牌并不仅仅是简单的二级市场买入。 披露文件还显示，段永平同时持有3752万股上市衍生工具（以实物交收）。市场人士分析，这意味着其此前很可能通过“卖出看跌期权（卖Put）”的方式提前布局泡泡玛特。 事实上，段永平此前已多次提及自己通过卖Put的方式介入泡泡玛特投资，而如今随着持股正式突破5%，其“重仓押注”的态度已十分明确。 截至5月27日收盘，泡泡玛特总市值达到2068亿港元。按段永平当前约5.69%的持股比例计算，其最新持仓市值已达到超117亿港元。 从仓位规模来看，泡泡玛特已经成为段永平近年来最受关注的重仓投资之一。 “王宁对产品理解和乔布斯一个级别” 实际上，段永平近期对泡泡玛特的关注度持续升温。 5月7日，段永平曾在社交平台发文称，已经“把 中国神华 全部换成了泡泡玛特”。 这一表态当时就在投资圈引发巨大关注，因为这意味着其不仅看好泡泡玛特，更是进行了明确的仓位切换。 此前，段永平已经多次公开表达对泡泡玛特商业模式以及王宁个人能力的高度认可，并坦言：“很久没有这种兴奋感了。” 在5月26日的互动中，有网友提问：“怎么看王宁，他是像乔布斯一样，既是‘报时人’又是‘造钟人’吗？” 所谓“报时人”和“造钟人”，出自《基业长青》一书。作者吉姆·柯林斯用这两个概念形容两类企业领导者：前者擅长短期把握机会，后者则能够建立长期持续运转的伟大企业体系。...

00:00 Speaker A there's a number of airlines have done this. It's interesting to see this deal ahead of the SpaceX IPO. What are the the details of it? 00:08 Pras Well, just the latest in the string of new Starlink deals with aviation companies, airline companies. Now we're talking about American Airlines. You mentioned the 500 narrow body planes, about half their fleet will get Starlink internet connectivity uh in Q by Q1 2027. Uh it's just another feather in the hat of Starlink, right? because it's it is clearly the de facto leader when it comes to internet-based satellite uh satellite-based internet connectivity uh with planes. People talking about how you get insane download speeds where you can watch video, you can you can you can do even FaceTime chats, all kinds of stuff you can do with that kind of connectivity. and it's a it's a it's a big uh, you know, competitive advantage to those to those airlines like United, like American that have uh Starlink as opposed to Delta which has been fighting that. 00:54 Speaker A Yeah, what is the deal with Delta? Why, you know, the ones that were sort of like holdouts, what do we know why? Is it just a cost situation? 01:05 Pras Seems like there's a bit of a back and forth between the two, between Starlink and and Delta. Delta's saying that they wanted to control the experience for their medallion members and have them sort of log in with that screen and things like that. and in SpaceX, even must chiming in on it saying that actually, we want this experience to be fully seamless with no uh any kind of weird sign in. We just wanted them to go to log in, go right to Starling, go right online, clean experience. That's how other airlines are doing it and Delta and and it sounds like Starling had had an issue with that, how they wanted to control that experience. Uh obviously Delta now saying they're going to go with Amazon's Leo service. Uh but that won't come for a couple years and they have not even close to the number of s...

(RTTNews) - Stock of Eva Live, Inc. (GOAI) is climbing about 10 percent on Wednesday morning after the company announced the execution of a Letter of Intent of Intent with Dermatech Mobile Care, DBA Spiro Senior Care. The company's shares are currently trading at $3.76 on the Nasdaq, up 10.76 percent. The stock opened at $3.76 and has climbed as high as $4.35 so far in today's session. Over the past year, it has traded in a range of $2.75 to $18.00. As part of the deal, Eva will invest up to $20 million in cash, assets and resources into the Spiro platform to accelerate expansion, technology deployment, and nationwide growth initiatives focused on transforming senior healthcare delivery. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. PepsiCo Inc chief people officer Becky Schmitt said the company is doubling down on "hustle," curiosity and adaptability as artificial intelligence reshapes how employers define top talent. AI Drives Talent Shift At PepsiCo Schmitt said the company's "secret sauce" for hiring centers on employees who show persistence, curiosity and strong problem-solving ability as AI tools increasingly handle routine tasks. On Monday, Fortune reported that Schmitt, speaking at its Workplace Innovation Summit, said, "There's a couple things that are part of our secret sauce… our people have hustle." Don't Miss: She added, "How do you solve problems? How do you have that internal fortitude to work through it? How are you curious? Are you always asking questions?" She said PepsiCo is also rethinking how it evaluates talent, focusing on uncovering potential across the organization and investing in employee development. "What exposure can we give them? How are we modifying our evaluation process so we're finding these jewels wherever they sit in the organization?" Schmitt said. While AI is becoming more embedded in workplace tools, she said human skills remain essential even as automation expands across industries. See Also: Avoid the #1 Investing Mistake: How Your ‘Safe' Holdings Could Be Costing You Big Time Amazon, SpaceX Ramp Up AI Hiring Push Earlier, Amazon.com Inc. launched "Connect Talent," an AI-powered hiring platform designed to automate resume screening, interviews and candidate evaluations for high-volume recruitment needs. The move reflects a broader industry shift toward using AI to filter job applications and streamline hiring, as adoption of AI tools in recruitment continues to rise and the sector is projected to grow steadily in the coming years. Amazon said the system helps manage large-scale hiring more efficiently while notifying candidates when AI is involved in the...

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AMD stock is moving. See the chart and price action here. AMD stock is on track for its biggest quarterly gain since the first quarter of 1975, with shares up 148% so far. That kind of move would normally invite the obvious question: how much is left after a run like that? Wall Street's answer, at least lately, has been: potentially more. Expert Ideas Evercore, KeyBanc, Bernstein, Mizuho and Wells Fargo have all pointed to further upside in recent weeks, raising price targets on AMD, according to Benzinga's data. The common thread is the view that AMD is becoming a more direct beneficiary of the next leg of the AI buildout, where demand is spreading beyond GPUs into CPUs, networking, custom silicon and broader data center infrastructure. Bank of America has also leaned into that setup. Separately, BofA commentary cited by MT Newswires said AMD is seeing expanding AI exposure across its computing products —that is the "unfinished business" case. AMD's rally has been violent, but analysts are not treating it as a simple multiple expansion story. They are treating it as a reset in expectations for a company that may be moving from AI underdog to one of the clearer second-wave winners. The Risk The risk is equally clear. A 148% quarterly advance leaves little room for disappointment, and AMD now has to prove that AI optimism can translate into durable revenue growth, margin leverage and customer wins. Any slowdown in AI capex, product delay or competitive pressure from Nvidia could make the stock vulnerable after such a steep climb. But for now, the chart and the Street are saying the same thing. AMD has already delivered a historic move. The debate is whether history is the finish line, or just the marker investors will look back on as the moment Wall Street started repricing AMD for a bigger role in AI. AMD Stock Price Activity: Advanced Micro Devices shares were down 1.81% at $494.76 at the time of publication on Wednesday. The stock is trading near its 52-week high ...

Meta Platforms META is benefiting from solid momentum in its advertising business. In the first quarter of 2026, the company reported a 33% year-over-year increase in family of apps ad revenue, reaching $55 billion. This growth was driven by a healthy 19% increase in ad impressions across all regions, fueled by higher engagement, user growth and ad load optimizations. The global average price per ad rose 12%, reflecting improved ad performance, stronger macroeconomic conditions and, favorable currency movements. A key factor behind this momentum is Meta Platform’s ongoing investment in artificial intelligence to enhance both user and advertising engagements. AI is heavily dependent on data, of which META has a trove, driven by its more than 3.56 billion daily users. Meta Platforms continues to see strong engagement trends on Instagram Reels, with watch time up 10% and Facebook video time up 8% globally in the first quarter of 2026. AI-translated videos are now watched weekly by more than 500 million users on Facebook and Instagram. Threads continue to grow with more than 150 million daily active users. Meta Platforms’ generative AI advertising tools are gaining strong traction, with more than 8 million advertisers using at least one GenAI ad creative tool in the first quarter of 2026. Video generation tools improved conversion rates by more than 3% while adoption among small and medium businesses has been particularly strong. Meta Platform’s strong demand in its ad business is fueling robust financial results and is expected to benefit the company’s top-line growth. For the second quarter of 2026, the company expects total revenues between $58 billion and $61 billion. META Faces Stiff Competition Meta Platforms is facing stiff competition from competitors like Snap SNAP and Reddit RDDT. Both Snap and Reddit are expanding their portfolio to compete in the rapidly growing digital ad market. Snap is benefiting from strong revenue growth, driven by improved advertising ...

META Rides on Solid Momentum in Ad Business: A Sign of More Upside? TradingView

Why Memory Chips Are Dominating the A.I. Rally The New York Times

In a sign of the times, AI memory chip play Micron (MU) is the latest $1 trillion market cap company, while mighty Walmart (WMT) has exited the exclusive club, for now. The quick analysis: Micron crossed the $1 trillion market cap milestone for the first time on May 26 amid soaring AI enthusiasm. On the other hand, the vibe around Walmart’s stock couldn’t be more different at the moment. The retail giant’s market cap currently stands at $945 billion. The stock is up 5% this year, underperforming S&P 500’s (^GSPC) 10% gain. Walmart officially crossed the $1 trillion market cap for the first time on Feb. 3, making it the first traditional bricks-and-mortar retailer in history to join the elite trillion-dollar club. But Walmart fell below that closely watched level on May 21 in response to earnings and has stayed below it since. The $1 trillion market cap club. · Yahoo Finance AlphaSpace Why the market has slightly checked out on Walmart: The retail giant surpassed Wall Street’s revenue expectations last week with $177.8 billion, a 7.3% year-over-year increase. It matched profit estimates with adjusted earnings per share of $0.66. Walmart saw a 26% surge in global e-commerce sales and a 4.1% US same-store sales increase. But the stock tumbled primarily because management’s guidance underwhelmed. Walmart projected second quarter earnings per share between $0.72 and $0.74, below the $0.75 per share consensus, and reiterated a full-year earnings per share midpoint of $2.80, missing the $2.92 analysts had modeled. Walmart CFO John David Rainey told Yahoo Finance that the business remains solid, but consumers are cautious. “The second quarter has started pretty much how the first quarter ended,” Rainey said (video above). “We continue to combat high fuel prices and what is maybe a little bit of a choppy consumer environment. Certainly, the first quarter benefited from tax refunds. But look, our business is strong.” Bottom line: Walmart execs hunkered down in their posh new ...

Ironwood Pharmaceuticals ( IRWD ) announced on Wednesday that the Food and Drug Administration approved a label expansion for its AbbVie ( ABBV )-partnered bowel disorder therapy Linzess to treat children with functional constipation. Launched in 2022, Linzess was previously indicated in the U.S. to treat irritable bowel syndrome with constipation or chronic idiopathic constipation and functional constipation in patients aged 6-17 years. With the latest label update, the once-daily capsule will be available in the U.S. for patients aged two years and older with functional constipation, a chronic condition widely prevalent among preschool children. The decision is supported by data from a 12-week Phase 3 trial in which Linzess at 72 mcg improved spontaneous bowel movement frequency compared to placebo, with a tolerability profile consistent with its established safety record. The company markets the drug in partnership with Astellas ( ALPMF ) in Japan and with AbbVie ( ABBV ) in the U.S. and Europe. More on Ironwood Pharmaceuticals, AbbVie Ironwood Pharmaceuticals: A Contrarian Buy Opportunity Ironwood Pharmaceuticals: Still A Profitable Opportunity AbbVie Inc. (ABBV) Presents at Bank of America Global Healthcare Conference 2026 Transcript Small-cap healthcare stocks ranked by quant ratings after earnings season AbbVie, Merck, Astra among winners of EU drug recommendations this week

文章提及标的 PTA -- PVC -- 焦煤 -- 对二甲苯 -- 短纤 -- 焦炭 -- 期市夜盘收盘，国内期货主力合约多数上涨。涨幅方面，PTA、PVC、焦煤、对二甲苯、短纤涨超2%，焦炭、瓶片涨超1%。跌幅方面，燃油、低硫燃油跌超1%。

人工智能清洁能源软件与服务提供商Stem， Inc．日前宣布，智利能源巨头Copec旗下可再生能源子公司Copec Flux正在其Granja Solar项目中部署Stem的PowerTrack能源管理系统。此举标志着Stem正式进入拉丁美洲公用事业规模混合能源市场，并扩大其在拉美地区的业务版图。 项目概况：135兆瓦光伏配420兆瓦时储能 Granja项目是一座现有的135兆瓦光伏电站，Copec正在为其增配420兆瓦时的电池储能系统，将其改造为太阳能加储能的混合设施，使Copec能够在电价更高的时段向国家电网供电。 作为改造的一部分，Stem的PowerTrack EMS将作为该电站的主控系统，提供管理这一综合性资产所需的控制架构。Stem将提供其PowerTrack边缘端和云端解决方案，以支持现场监控、控制和运营可视性，统一数据、改善对太阳能和储能资产的监管，并支持更有效的运营。 Copec Flux作为独立电力生产商，同时在其可再生能源投资组合中提供工程总承包和运营维护服务。这种资产所有权、本地执行和运营能力的结合，使Copec Flux既是Granja项目的重要客户，也成为Stem在拉美地区开发本地交付和支持可扩展模式的重要合作伙伴。 Copec首席开发官Leonardo Ljubetic表示：“我们在Granja Solar开发的模式反映了该地区能源转型的方向：日益集成化、智能化和灵活的可再生能源项目。通过引入先进控制系统，我们能够更高效地管理能源，为电力系统提供更大的稳定性和价值。” 市场背景：智利能源转型加速 智利正成为拉美能源转型的前沿阵地。受中东冲突及霍尔木兹海峡关闭影响，智利燃油价格涨幅超过30%，导致传统燃油车使用成本大幅上升。2026年3月，智利零排放及低排放车辆销量同比增长148%，插电式汽车占当月新车销量的十分之一，创下历史新高。 这一能源转型趋势也延伸至电力领域。随着可再生能源发电占比提升，电网对灵活调节能力的需求日益迫切。太阳能加储能的混合模式成为解决可再生能源间歇性问题的关键方案。 战略意义：可复制的区域标杆 Stem软件业务总裁Matt Tappin表示：“与Copec的合作将PowerTrack的覆盖范围延伸至拉丁美洲核心市场。从Granja Solar开始，我们有机会展示先进的监控和控制软件如何帮助客户提高可视性、简化运营，...