Key Points Pony AI recently posted impressive earnings numbers, with its robotaxi business demonstrating strong growth. The Chinese-based company is growing its robotaxi business and plans to have a footprint in 20 cities this year. 10 stocks we like better than Pony Ai › Tesla is one of the largest companies in the world, with a market cap of $1.6 trillion. Its business centers around electric vehicles (EVs), and investors are particularly hopeful about its future robotaxi business. Tesla is in the early innings of growing that area, but that's often a key reason growth investors point to as to why the stock can make for a promising long-term investment. But what if I told you there was a much smaller company than Tesla, which is already generating millions in revenue from robotaxis? Meet Pony AI (NASDAQ: PONY), which recently posted some exciting earnings numbers, with its robotaxi business showing some promising growth. Let's take a closer look at the stock to see if it may be a better option for investors than investing in Tesla. 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 » Pony AI isn't profitable just yet, but the business is intriguing On Tuesday, Pony AI reported its first-quarter numbers for 2026, for the period ending March 31. Revenue totaling $34.3 million was up 145% from a year ago. The company operates robotaxis in China, and revenue from that business grew by 395% to $8.6 million. It also generates revenue from its robotruck business, which involves autonomous freight vehicles, and from intelligent solutions. Pony AI's fleet of robotaxis has grown from 3,000 units to more than 3,500. And while its key market is China, the company has begun growing internationally. It has initiated deployment in Croatia, and says it has a presence in nine countries. It plans to be in over 20 citi...

Getty Images Every so often, a company prints a number that just doesn’t add up at first glance. For CoreWeave, Inc. ( CRWV ), that number is its backlog. As of its most recent, first-quarter 2026 report, the company had $99.4 billion of revenue locked in under signed contracts. That said, CoreWeave has only about a market cap of around $57 billion, which means that the company has already sold more future business than Wall Street says the entire enterprise is worth. Now granted, backlog is revenue rather than profit, and it converts over several years, so it’s not a perfect apples-to-apples comparison. Even so, a gap that wide is screaming that it hasn’t entirely priced in what CoreWeave has already sold. After walking through the catalysts, the risks, and all the numbers below, my Strong Buy rating for CoreWeave remains in place. Where does CoreWeave stock stand now? Before anything else, let’s look at CoreWeave’s stock performance, because it tells us a lot about the mood around this name. Seeking Alpha At the time of publication, CoreWeave trades at nearly $106 per share and has had a good year so far- up 47.87% on a year-to-date basis. And since my last CoreWeave analysis , the return has been up nearly ~36%, comfortably outpacing the broader S&P 500’s ( SP500 ) ~10% gain over the same period. That said, CoreWeave has cooled off a bit since its rally in early May 2026. In fact, CRWV is down about 14.5% over the past 52 weeks, while the S&P 500 has gained close to 27% over the same stretch. So, over the past year, this AI darling has actually trailed the broad market by a notable margin. The stock has moved between $63.80 and $187 over the same period, so it hasn’t been a smooth ride. The high is nearly triple the low, and CoreWeave today trades closer to the bottom of that band, or roughly 43% below the 52-week high. Actually, I find that more encouraging. CoreWeave’s already run hot, cooled off, briefly dropping below the psychologically important $100 level,...

Key Points Lululemon's shares have dropped 59% over the past year. Its revenue growth has slowed. The new CEO won't start for several more months. 10 stocks we like better than Lululemon Athletica Inc. › A year ago, Lululemon Athletica (NASDAQ: LULU) stock traded above $300. It closed at $127.18 on May 22. It's important to look at what a share price has done since that tells you what the market thinks about a company's prospects. In this case, investors have clearly become concerned. 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 » But it's just a first step for long-term investors. You need to analyze Lululemon's fundamentals to determine whether investors have mispriced its stock by discounting the company's long-term growth prospects. Lacking innovation In its heyday, Lululemon's athleisure (combined athletic and leisure wear) products became very popular among women, particularly its yoga pants. But competing products and a lack of innovative new products that caught on with consumers have hurt the company's results. Last year's revenue increased 6% minus the effects of foreign-currency translations. While that sounds adequate, a better measure is same-store sales (comps). Comps grew just 2% in the latest fiscal year, which ended Feb. 1. In Lululemon's core Americas market, comps dropped 3%, with management citing lower demand as one reason. Store traffic and order value both decreased. Management's outlook for this year isn't great, either. It expects total revenue growth of just 2% to 4% and expects diluted earnings per share to drop 7% to 9%. Waiting for the new CEO Lululemon's results and stock price performance have drawn the ire of founder Chip Wilson, along with activist investor Elliott Management. Management and the current board of directors were unable to settle their differences wi...

alenkadr/iStock via Getty Images Airline stocks extended their rally on Tuesday with another push higher in early action on Wednesday. The clear catalyst is the decline in crude oil prices after Iran's state TV indicated that the nation is committed to restoring commercial traffic through the Strait of Hormuz to pre-war levels within one month. While some analysts see that projection as optimistic due to ongoing issues being negotiated, oil traders have pushed the price of Brent crude to below $95. The easing of tension in the Middle East has helped turn the spotlight back to solid booking trends for U.S. carriers for the crucial summer travel season. Airline sector gainers include Frontier Group ( ULCC ) -4.9%, United Airlines ( UAL ) +4.9%, Alaska Air Group ( ALK ) +4.7%, Southwest Airlines ( LUV ) +4.6%, JetBlue Airways ( JBLU ) +4.0%, Allegiant Travel ( ALGT ) +3.9%, and Delta Air Lines ( DAL ) +3.6%. The catch-all U.S. Global Jets ETF ( JETS ) was up 3.7% in early action. More on the airline sector American Airlines: A Hold Despite Better Revenue And Lower Debt Delta Air Lines: Berkshire Hathaway Is Betting On Loyalty And Premium Demand United Airlines: Stronger Than American, Cheaper Than Delta CDC asks staff to volunteer to beef up Ebola screenings at airports Lyft in talks with United Airlines for corporate travel perks - Semafor

Trade Alerts (NASDAQ:ALAB) Seeking Alpha

U.S. Stocks Move Erratically | Share Price Rallies Then Pulls Back! Micron Technology (MU.US) Sees Gains Narrow to 3%; Industry Insiders Warn of Risks 富途牛牛

Source: Bloomberg, 4:38

数据中心运营商IREN宣布与 戴尔 科技签署价值约16亿美元的硬件采购协议，将大规模采购英伟达Blackwell系统以加速AI算力基础设施布局。受此消息刺激，IREN股价在周三盘前交易中大涨约5%。 根据协议，IREN将购买英伟达风冷式Blackwell系统，包括GPU、服务器、存储、网络设备、辅助设备、集成服务和保修。这些系统将部署在IREN位于得克萨斯州奇尔德里斯园区的现有数据中心，预计将于2027年初投入使用。 此次采购旨在支持IREN此前与戴尔签订的为期五年、价值34亿美元的人工智能云服务托管合同。一旦Blackwell系统全面上线，IREN的年度经常性收入预计将从37亿美元跃升至44亿美元，增加约7亿美元。 “在一个计算速度至关重要的市场中，确保产能和加快调试是我们的首要任务，”IREN联合首席执行官丹尼尔·罗伯茨表示，“超大规模企业、企业和开发商之所以选择IREN作为合作伙伴，是因为我们拥有并控制着完整的体系——物理基础设施、计算能力以及大规模部署的运营能力。我们与戴尔的关系确保了以市场所需规模和速度获取硬件。” 值得关注的是，英伟达本月初宣布将向IREN投资至多21亿美元，作为部署高达5吉瓦基础设施的广泛协议的一部分。此外， 微软 去年11月也与IREN达成了价值97亿美元的协议，其中包括使用英伟达先进AI芯片的权限。 IREN的前身是Iris Energy，最初以可再生能源驱动的比特币挖矿业务闻名。公司近年来全力向AI云基础设施转型，已构建起包括超过150，000个GPU单元、覆盖超过4.5吉瓦可再生能源容量的庞大算力储备。 今年以来，IREN股价累计涨幅已超过50%。尽管有分析师对其财务杠杆和执行风险表示谨慎，但华尔街平均目标价69.90美元仍意味着约16.9%的潜在上涨空间。 责任编辑：张俊 SF065

格隆汇5月27日｜据伊朗迈赫尔通讯社，伊朗首都德黑兰附近的霍梅尼机场行政大楼发生火灾。

is a senior editor who has obsessed over headlines and internet speeds since 2011. He previously worked as an advocate for the National Park System. Posts from this author will be added to your daily email digest and your homepage feed. It may be the NBA playoffs but right now Ferrari is getting dunked on more than anyone. Whether they own a Ferrari or just have a poster of a Testarossa on their wall, fans in the Ferrari-verse are frothy about the Luce, the company’s first all-electric vehicle. According to one highly rated Verge commenter: “looks like a Polestar had a one-night stand with a Prius.” Whatever. The competition should steal this design. The Luce looks weird because Ferrari isn’t asking to have its edges sanded off. Its most iconic models, like 1987’s F40, are defined by hard angles. That makes the contrast between Luce and legacy even sharper. But look beyond the Luce’s cover to find a compelling design story on the inside. There are lots of arguments for and against the everything-is-a-touchscreen modern car. Ferrari’s new design, built with Jony Ive and Marc Newson’s design agency, LoveFrom, is more proof that there can be a happy middle ground — perhaps a Goldilocks zone of car interiors that successfully blends sensory experiences. I can picture Jeff Bridges in Tron: Legacy looking at this thing and once again uttering: “it’s biodigital jazz, man.” I’m a huge fan of physical switches over touchscreens because when done right, they’re graceful, efficient, and fun as hell to use. Reducing every tactile input to the same kind of press on a giant touchscreen that dominates the interior of a vehicle feels both tacky and unwieldy. I recently got to see the gigantic 56-inch Mercedes EQS EV “Hyperscreen” and thought I was inside a clown version of the Las Vegas Sphere. There’s something alienating about the Hyperscreen and other offspring in Tesla’s design lineage, as if Grok went back in time to imagine “the perfect future car” and then made that slop rea...

But the BMA argues they are still being paid a fifth less than they were in 2008 once inflation is taken into account.

‘I left Venezuela after someone held a gun to my head. But I returned to show what beauty it has – like these two boys coming back from a fishing trip at an amazing beach’ My parents encouraged me to leave Venezuela. The situation in the country at that time, the mid 2010s, had started to get really hard, with food and medicine shortages – and violent robberies were becoming a regular thing. A lot of people had started to leave and my parents were worried that if I stayed something bad would happen. I had already seen my mum robbed and I’d had a gun held to my head, but that was normal. I was lucky enough to be able to go to England. But when I arrived, to study at Huddersfield University, I had the feeling many immigrants have – of not belonging, questioning who I was and where I was from. I understood what I was losing, too, and it hurt. I remain deeply connected to Venezuela and whenever I go back to visit my parents we always go to the beach. My whole family loves the ocean: it’s how I spent a lot of my childhood. I started shooting there, too, hanging out with kids, spending time with young people and seeing what they were going through, but I also felt I could give something back. The kids had so much fun during those shoots. Continue reading...

Editor's note: Seeking Alpha is proud to welcome Iysam Atwan as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Marina113/iStock Editorial via Getty Images Manulife ( MFC ) is a buy at C$52, with a base case of C$60 to C$70 over the next twelve months and an intrinsic value of C$76 using my residual income model. The stock sold off almost 6% after Q1 2026 earnings on a single line item, namely C$4.4B of net outflows in Global Wealth and Asset Management. My view is that the market overreacted, selling the high-return business because the low-return business had a soft quarter, and mispriced the sum of parts. The main leap of faith in the thesis is that the wealth outflow trend doesn't persist into Q2 and Q3, in which case I would step back to neutral. On May 13, Manulife reported first quarter 2026 core earnings of C$1.8B, with core EPS up 11% and Asia new business value up 15%; meanwhile, the stock dropped almost 6% the following day. The reason given was a single line item, mainly the C$4.4B of net outflows in Global Wealth and Asset Management, against C$0.5B of inflows in the prior year quarter. I think the market reaction is over-reactionary, because wealth management is the lowest-return and lowest-capital-intensity piece of Manulife, while the insurance franchise is compounding book value at 16.5% on equity, and Asia, which is the engine of the business, grew new business value by 15% in the same quarter. The market sold the high-return business because the low-return business had a soft quarter, and my view is that Q1 was mispriced on mix. A complex method would be to do a sum-of-parts analysis, but we will use a traditional residual income valuation methodology. Manulife Quick Overview By way of background, Manulife is a Canadian life insurer with roughly half of core earni...

格隆汇5月27日｜昨日创下历史新高的格芯(GFS.US)盘初一度跌近11%，最低触及80.2美元。消息面上，知情人士称，阿布扎比主权财富基金穆巴达拉投资公司(Mubadala Investment)正计划通过非登记大宗交易抛售格芯股票，募集19.1亿美元资金。此次大宗交易涉及2200万股格芯股票，每股报价区间定在86.3至86.8美元之间。(格隆汇)

Investors choosing between State Street Financial Select Sector SPDR ETF (XLF 0.04%) and iShares MSCI Europe Financials ETF (EUFN +0.15%) are weighing ultra-low domestic costs against higher-yielding international banking exposure. Both funds provide targeted access to the financial sector, but they operate in entirely different geographies. While XLF focuses on the largest financial institutions within the S&P 500, EUFN tracks developed market European equities, offering a way to diversify away from U.S. concentration. Snapshot (cost & size) Metric EUFN XLF Issuer iShares SPDR Expense ratio 0.48% 0.08% 1-yr return (as of May 20, 2026) 25.20% 2.20% Dividend yield 3.40% 1.50% Beta 0.79 0.87 AUM $3.7 billion $49.5 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Expense ratios favor the SPDR fund, which is notably more affordable at 0.08%. Conversely, income seekers may prefer the iShares fund, which offers a 3.40% trailing-12-month yield compared to the 1.50% yield provided by its U.S.-focused counterpart. Performance & risk comparison Metric EUFN XLF Max drawdown (5 yr) (35.20%) (25.80%) Growth of $1,000 over 5 years (total return) $2,312 $1,498 The performance profile over five years reveals a significant gap in risk-adjusted returns. This divergence highlights how international exposure can sometimes decouple from domestic sector trends, potentially rewarding investors who look beyond U.S. borders despite the inherently higher volatility of European markets. Expand NYSEMKT : XLF Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF Today's Change ( -0.04 %) $ -0.02 Current Price $ 51.83 Key Data Points Day's Range $ 51.50 - $ 51.98 52wk Range $ 47.67 - $ 56.52 Volume 706.1K What's inside State Street Financial Select Sector SPDR ETF (XLF 0.04%) provides ...

Key Points The Federal Reserve's own model predicts that inflation rose in April and May. A higher-than-expected PCE Index reading will send bond yields even higher. These 10 stocks could mint the next wave of millionaires › Inflation is among the biggest threats to the stock market right now. Concerns about inflation have driven bond yields significantly higher in recent weeks. If that yield increase continues, it could do serious damage to stock prices and undermine the bull market rally that began in April 2025. 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 » Investment bank Goldman Sachs warned of this in a note published last week: "There is a growing risk that rising bond yields, along with a slowing economy or inflationary pressures, could trigger a stock market correction." The next few inflation updates will be absolutely critical to the stock market's ability to keep climbing. The first of those readings comes on Thursday morning, when the Commerce Department's Bureau of Economic Analysis will release the Personal Consumption Expenditure Price Index for April. The PCE Price Index is the Federal Reserve's preferred measure of inflation because it is more comprehensive and more quickly reflects changes in consumers' choices in response to price changes. In March, the headline PCE Price Index increased 3.5% year over year. It was up 3.2% when volatile food and energy prices were stripped out, for what's known as Core PCE. Many analysts think Thursday's inflation reading could be higher than expected Analysts think the inflation generated by rising oil prices -- a result of the ongoing war in the Middle East -- may surprise to the upside in Thursday's PCE report, based on recent inflation readings in the Consumer Price Index (CPI) and the Producer Price Index (PPI). CPI rose 3.8% year over y...

Alones Creative Prediction market traders increased bets that shipping traffic through the Strait of Hormuz could return to normal by late summer after reports emerged of a possible interim agreement between the U.S. and Iran. Contracts on Kalshi on Wednesday showed traders assigning a roughly 64% chance that traffic through the strategic waterway normalizes before Aug. 1 and a 65% probability of normalization before Sept. 1. Odds for a reopening before July stood near 40%. The moves followed an Iranian media report describing an unofficial draft framework for a temporary agreement between Washington and Tehran. According to IRIB News, the proposal envisioned maritime traffic through the Strait of Hormuz resuming within a month of a finalized deal. Bloomberg reported earlier that one of the central sticking points in negotiations involved oversight of the waterway. The draft reportedly proposed a mechanism managed by Iran and Oman, while the U.S. continued insisting that commercial vessels must be guaranteed free passage through the strait. The Strait of Hormuz remains one of the world’s most important energy chokepoints, carrying roughly a fifth of global oil shipments. Disruptions tied to tensions between the U.S. and Iran have fueled volatility across oil, shipping, and broader financial markets in recent months. Kalshi contracts, however, suggested traders remained skeptical about a rapid resolution. Markets implied only a 15% chance that traffic would normalize before June 15, while probabilities rose steadily for later dates extending into the second half of the year. Here is the chart: Kalshi More on oil U.S. Crude Corrects As Geopolitical Risk Premium Eases OPEC Monthly Oil Market Report, May 2026 Is The U.S. Running Out Of Oil? Setting The Record Straight WTI crude sinks below $90 as analysts weigh shifting Iran risk Brent crude climbs as Iran warns of retaliation after U.S. strike

格隆汇5月27日｜港交所披露易显示，段永平通过其控制的H&H International Investment，在5月25日以每股150港元的平均价格，买入了9823200股泡泡玛特普通股，交易总额高达14.7亿港元。此次增持后，其持股总数达到76371600股，占公司总股本的5.69%。 在当前市场波动的背景下，股东增持彰显其对公司内在价值和未来长期发展的坚定信心，以及对公司成长价值的高度认可，有利于增强投资者信心与市场竞争力，或对股价形成短期正面支撑。 值得一提的是，段永平5月7日曾发文称，已把神华都换了泡泡玛特。通过真金白银买入，段永平目前已是泡泡玛特第二大股东。

nevarpp Recent upgrades and downgrades from Seeking Alpha's Quant Ratings provide tactical ways investors can track shifting momentum and emerging risk, as well as early indicators for bullish or bearish sentiment. Seeking Alpha Seeking Alpha Quant also ranks stocks relative to their sectors, with Factor Grades that allow SA subscribers to see strengths and weaknesses across metrics, including value, growth, profitability, momentum, and EPS revisions. The system evaluates stocks based on data like a company's financial statements, stock price performance, and analysts' estimates of future revenue and earnings. Related to this article Vertex Pharmaceuticals Q1 Earnings Review: Pharma May Need Bolder M&A Strategy Keysight Technologies: Further Stock Price Gains Unsupported By Fundamentals Fastenal Company: Tariff Concerns On Top Of An Expensive Valuation

Demand for AI chips is red-hot! Taiwan Semiconductor (TSM.US) is rumored to raise prices for its 3nm process technology by 15% in the second half of the year, with another increase possible next year. 富途牛牛

核心要点 露露乐蒙（Lululemon）已与创始人奇普・威尔逊（Chip Wilson）达成和解协议，终结其去年 12 月发起的代理权之争。 周三，这家运动服饰企业与威尔逊签署协议，终结了这场由公司最大个人股东威尔逊于去年底发起的代理权争夺战。 根据协议条款，露露乐蒙同意任命威尔逊提名的两名董事 —— 前昂跑（On）联席首席执行官马克・毛雷尔、前 ESPN 首席营销官劳拉・詹蒂莱；并将于 10 月前另增一名 “具备服装产品与品牌专业背景” 的董事。 作为交换条件，威尔逊承诺约一年半内不发表诋毁公司的言论，协议还包含其他条款。 受此消息推动，露露乐蒙股价上涨约 4%。 威尔逊此前曾要求公司报销其代理权之争的相关费用，最终双方达成替代方案：露露乐蒙将向公司发源地 —— 温哥华基斯兰奴海滩捐款，用于支持体育、艺术与景观美化项目。 露露乐蒙执行主席马蒂・莫菲特（Marti Morfitt）表示：“我们很高兴与奇普・威尔逊达成协议，让露露乐蒙能够专注于持续提升业绩。我们期待劳拉与马克的加入，他们将为现有优秀董事团队带来多元视角。随着我们继续推进强化品牌活力、重启增长、为股东创造更大价值的战略，公司已为即将上任的首席执行官海蒂・奥尼尔（Heidi O’Neill）及领导团队明确了前行方向。” 威尔逊则称，此次董事任命及已落地的战略调整，“标志着公司在回归产品优先理念、为股东释放巨大价值方面取得实质性进展。” 纷争背景：从公开对峙到和解谈判破裂 自去年底起，威尔逊便与自己创立的公司公开对立。两周前，双方曾接近达成协议，但因威尔逊加码诉求，和解谈判破裂。 随后，露露乐蒙将代理权之争公开化，致信股东严厉指责威尔逊，称其 “理念过时” 且 “存在令人担忧的利益冲突”，会破坏公司的复苏计划lululemon。 信中写道：“威尔逊十多年前因有据可查的原因退出董事会，多年来持续攻击公司与董事会，损害品牌价值、伤害股东利益。如今他提名三名对立董事候选人，企图重新获取对公司的影响力 —— 这是其离职后一直觊觎的目标。”lululemon 彼时，公司董事会坚称：“用威尔逊提名的资质不足人选替换现任董事，等于认同其错误理念，剥夺公司关键技能与专业能力，在业务与组织的关键时期阻碍发展进程。”lululemon 露露乐蒙发布股东信后不久，威尔逊随即发布声明，称双方此前已达成共识，“没有理由不能快速解决这...

Hong Kong police are investigating after a blade was discovered between two seats on a Citybus double-decker, the second such incident to be reported in recent days. A male passenger alerted the driver of the route 37A bus, which travels from Pok Fu Lam’s Chi Fu Fa Yuen to Central, at about 5.20pm that the box cutter had been found on the upper deck. Police officers boarded the bus when it stopped outside Pacific Place in Admiralty and seized the item. The box cutter measured about 13cm (5.11 inches), with a 1cm extendable blade. No passengers were injured. Advertisement The force classified the case as attempted wounding with intent. The Central district crime squad is investigating the incident. A Citybus spokesman said the company was cooperating fully with law enforcement. Advertisement On Saturday, a woman travelling on Citybus route 15C was pricked by a sewing needle hidden in the back of a seat.