Lululemon Calls Truce With Founder Chip Wilson After Stock Collapse, Leggings Quality Implosion Lululemon has settled its proxy fight with founder Chip Wilson, ending one of the year's top proxy battles, according to Reuters . This follows a fiery letter to shareholders from Wilson earlier this year, calling for activism, as the athletic apparel retailer has seen its shares collapse, lost market share in the leggings market , and become entangled in multiple see-through leggings quality-control issues with customers. Reuters first reported Tuesday evening that Lululemon and Wilson were nearing a settlement that would give him two board nominees and include a commitment to find another mutually agreed-upon director at a future date. The agreement would give Wilson regular access to Heidi O'Neill, Lululemon's incoming CEO, according to Reuters, which cited sources. The dispute comes as Lululemon's North American sales weaken, competition from Alo and Vuori intensifies, and the stock is down nearly 77% from its 2024 peak of around $500 per share. In late February, Wilson wrote a fiery letter to shareholders , in which he said, "In support of all shareholders, I am pursuing a campaign to catalyze a quantum of change that is sorely needed at Lululemon. To effect that change, I have pursued private, constructive dialogues with the Lululemon Board of Directors (the 'Board') for the past few months. My attempts toward a sensible solution have not been reciprocated." He continued, "While we have proposed changing three directors, our strong feeling is that more than three directors should be replaced." Wall Street analysts tracked by Bloomberg are mostly neutral on the stock. Even before Chip's public letter, we pointed out : "Lululemon's path back to relevance in the athletic space may require a shake-up of the Board ." Time for Chip to launch a plan to save comapny he founded in 1998. Tyler Durden Wed, 05/27/2026 - 09:20

Key Points Investor optimism has fueled incredible stock market gains over the last year. Almost half of U.S. investors believe stock prices will fall in the next six months. The right strategy can protect your portfolio against a recession while setting you up for long-term growth. 10 stocks we like better than S&P 500 Index › The stock market has been unstoppable over the past year, but investor sentiment may be turning. Close to 44% of U.S. investors believe that stock prices will fall in the next six months, according to the most recent weekly survey from the American Association of Individual Investors, while only 32% think that stock prices will continue climbing. 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 » With the S&P 500 (SNPINDEX: ^GSPC) soaring by more than 30% over the past year, is it time for investors to take their gains and get out of the market? Or is it wise to keep investing? Here's what you need to know. Is it safe to invest in the stock market right now? Investor optimism has been fueling incredible stock market gains, especially in the tech and artificial intelligence (AI) spaces. But no bull run can last forever, so an eventual downturn is inevitable. The tricky part is gauging when it might happen. In the short term, the market can be incredibly unpredictable. Even the experts sometimes get recession predictions wrong, and mistiming your sell-off can be risky. For example, back in June 2023, analysts at Deutsche Bank forecast a "near 100%" chance of a recession in the next 12 months. That recession still hasn't materialized three years later, and since that prediction, the S&P 500 has earned total returns of nearly 76%. If you had sold your stocks three years ago out of concern that the market was going to crash, you could have missed out on lucrative potential earnings...

核心要点 Robinhood平台推出全新功能，支持人工智能助手代用户进行股票交易与消费支付。 Robinhood首席执行官弗拉德・特内夫表示：“我们的使命始终是让金融服务全民普惠，如今这一使命也延伸至人工智能助手领域。” 2026 年 3 月 4 日，美国纽约，Robinhood联合创始人兼首席执行官弗拉德・特内夫出席公司活动。 普通投资者很快就能将自己的投资组合乃至日常支付交由人工智能打理。 Robinhood于周三正式上线相关工具，支持人工智能助手代用户开展股票交易、完成消费付款。这也是业内首批面向普通个人投资者、而非专业机构推出的自主金融技术服务。 本次上线两大新品： 智能交易功能 与 智能信用卡 。用户可接入第三方人工智能助手，在极少人工干预的情况下，执行投资策略与消费指令。用户可指令智能助手自动调仓、跟踪人工智能概念股等热门板块，或是运行预设交易策略。 此外，专属人工智能助手还能筛选优惠活动，并使用绑定的信用卡完成购物支付。 Robinhood首席执行官弗拉德・特内夫在声明中表示：“我们一直致力于推动金融普惠，如今，这一愿景也拓展到了人工智能应用领域。” 当前，对冲基金、ETF 发行机构已普遍采用人工智能与量化系统实现投资决策自动化，但这类技术此前基本不对个人投资者开放。 Robinhood此次布局也引发了安全层面的担忧：普通个人投资者风险管控能力远不及华尔街机构，自主交易功能或将带来隐患。对此，平台设置了多重风控措施。 公司介绍， 智能交易账户与用户主投资账户相互隔离 ，智能助手仅可动用用户专门划转的资金；每笔交易都会主动推送通知，用户可随时断开智能助手的授权。该功能目前处于测试阶段，仅支持股票交易，后续还将逐步上线期权、加密货币及期货交易服务。 同时，用户可通过设置消费限额、人工审核权限把控账户，平台也配备欺诈监控系统。一旦出现纠纷，系统可回溯核查用户指令与智能助手的操作记录，保障用户始终掌握账户主导权。 责任编辑：郭明煜

格隆汇5月27日｜Astrotech美股盘前涨超200%；此前该公司宣布已批准一项战略计划，专注于月球资源开发、自主月球工业基础设施，以及未来基于月球的先进计算和半导体制造机遇。

When Berkshire Hathaway (BRKA 0.35%) (BRKB 0.03%), the conglomerate Warren Buffett built, invests in an insurance company, the market pays attention. That's exactly what happened in March, when Berkshire subsidiary National Indemnity purchased a 2.5% stake in Tokio Marine (TKOMY 0.37%), one of Japan's largest insurers. The investment clocked in at about $1.8 billion at the time of buy-in and is now worth roughly $2.2 billion after a sharp rise in Tokio Marine's stock price. The question is whether individual investors should follow Berkshire's lead. Why Berkshire likes insurance businesses Insurance has always been the foundation of Berkshire Hathaway's success. The company's insurance subsidiaries generate billions of dollars in premium income each year, creating what Buffett calls "float." This is money that's invested before claims are paid. That float has helped Berkshire build one of the world's largest investment portfolios and acquire dozens of businesses over the past six decades. As a result, it's safe to say that Buffett knows how to identify high-quality insurance operators. And this is probably one reason Berkshire has steadily expanded its investments in Japan. While investors often focus on Berkshire's stakes in Japanese trading houses, the Tokio Marine investment suggests Buffett also sees opportunity in Japan's insurance sector. A business built on underwriting discipline Tokio Marine has developed a reputation for underwriting discipline, a trait Buffett has consistently favored. Insurance companies make money from investment income and underwriting profits. The best insurers do both. Tokio Marine has demonstrated a long history of underwriting profitability, with many of its core insurance operations consistently reporting combined ratios below 100. In the insurance industry, a combined ratio below 100 indicates that underwriting operations are profitable before investment income is taken into account. Expand OTC : TKOMY Tokio Marine Today's Change...

Micron Technology stock was gaining again early Wednesday as it built on its surge from the previous day. Memory chips are the hottest play on artificial-intelligence hardware. Micron shares were up 7.4% at $962 in premarket trading.

Opla/iStock via Getty Images Genco Shipping ( GNK ) up 4.8% pre-market Wednesday after Diana Shipping ( DSX ) said it increased its offer to purchase all outstanding common shares to $24.80/share in cash from its previous offer of $23.50/share, with the expiration of the tender offer extended to June 26. Diana ( DSX ) said its increased offer represents a 39% premium to Genco's ( GNK ) undisturbed closing share price on November 21, 2025, the last trading day before Diana's initial offer to acquire Genco, and a 48% premium to Genco's 30-day volume-weighted average price as of that date. Diana ( DSX ) said it continues to urge the Genco ( GNK ) board to engage in good faith negotiations to reach a transaction agreement; if its board nominees are elected at the 2026 annual meeting on June 18, the company said it would consider further extending the tender offer . The takeover battle between the two dry bulk carriers has grown i ncreasingly hostile in recent weeks. More on Genco Shipping and Diana Shipping Genco Shipping & Trading Q1 2026 Earnings Call Presentation Genco Shipping: Freight Rates Offer Hope, But The Cycle Isn't On Your Side Diana Shipping: Proposed Genco Acquisition Unlikely To Benefit Shares - Hold

快手发布2026年第一季度业绩。财报显示，2026年第一季度，快手总营业收入达到337亿元，包含线上营销服务和以电商为主的其他服务在内的核心商业收入同比增长10.7%。2026年第一季度，快手经调整净利润达到34亿元。 详见： 快手2026年一季报：总收入337亿元 经调整净利润34亿元 财报发布后，快手科技联合创始人、董事长、CEO程一笑，CFO金秉等高管出席了随后举行的财报电话会议，解读财报要点，并回答分析师提问。 以下为此次电话会议分析师问答环节的主要内容： 瑞银集团分析师Kenneth Fong： 谢谢管理层接受我的提问。恭喜一个非常稳健的业绩，以及肯定非常迅猛的发展。我有一个问题是关于可灵 AI 的，我们看到 26 年一季度的商业化的发展也是非常超预期，我想问一下，就是主要收入增长的驱动是什么呢？以及可灵目前主要的应用场景主要是什么？应该如何展望视频生成大模型的未来的应用的前景？谢谢。 程一笑： 2026 年第一季度，可灵 AI 的营业收入超过了 6.5 亿元，同比增长超了 300%。2026 年 3 月，可灵 AI 的年化收入运行率 ARR 接近了 5 亿美金。如果大家有印象，去年 3 月可灵 ARR 是 1 亿美金，所以 ARR 在一年内增长了近 4 倍。 可灵营业收入的高速增长源于 b 端企业客户的 API 调用收入和 p 端付费用户订阅收入的双轮驱动，无论是用户数还是月均付费金额均实现了非常高速的增长。从留存上来看，b 端企业客户和 p 端付费用户均保持了较好的留存趋势，体现了可灵在服务于专业创作场景的技术和产品能力获得了极强的用户使用粘性，为可灵收入的长期可持续增长提供了保证。 目前的应用场景主要包括广告营销、影视、短剧和游戏等专业创作的场景。在广告营销场景，可灵可以参与到广告视觉创作的全链路中，包括在前期快速产生接近成品的 Demo，将创意直接可视化，并引导最终拍摄，可灵的模型能力能够做到在不同的场景与视角下，广告人物和产品均保持高度的一致性和稳定性，为广告主确定广告调性提供视觉支持。 在影视短剧场景，可灵能够深度介入全流程制作，从剧本拆解、角色与场景概念图设定、智能分镜及最终成片实现高度自动化创作，大幅压缩制作周期和成本。今年 4 月初全网爆火，播放量破亿的 AI 短片《纸手机》，就是两位非专业电影创作者通过三天使用可灵制作完成的，创作者用可...

Young asylum seekers in the UK are more than twice as likely to be assessed as adults by immigration officers than by social workers, according to home office data. Between July 2025 and March 2026, 4,320 initial age decisions made by immigration officials found just 1,363 new arrivals (32%) to be children. During the same period, 3,102 age assessments carried out by local authority social workers recorded 1,198 individuals (68%) as children. The information, which the Home Office is publishing for the first time, comes at a time when some politicians have accused adult asylum seekers of pretending to be children. The Home Office says that initial assessments by immigration officers are typically made ‘at pace’ often with limited or incomplete information. Local authority age assessments are often conducted over a period of six to eight weeks. The Home Office has established a national age assessment board (NAAB) with its own in-house social workers to conduct age assessments of age-disputed young asylum seekers. It is proposing strengthening the weight given to its own in-house assessments. Many children from countries such as Afghanistan, Sudan and Eritrea do not have passports or birth certificates, either because they have never had them, or because they’ve been destroyed, lost or taken. In thousands of cases, UK border officials decide a person’s age based on a visual assessment of their “appearance and demeanour”. If they think an individual looks significantly over 18, they will move them straight to adult accommodation or immigration detention. Last year’s report from the independent chief inspector of borders and immigration highlighted a decade of concerns around the Home Office’s “‘perfunctory’ visual assessments”. It found that the Home Office still relied on generic physical characteristics and that young people felt pressured into signing documents stating they were adults. Some children wrongly treated as adults have been charged with immigration offe...

Welcome back to Bloomberg’s Real Estate Monitor , a weekly breakdown of emerging trends, strategic challenges and blockbuster deals shaping the industry. Sign up now if you’re not already on the list. This week, we’ll take a look at some thorny questions posed by the aftermath of the world’s most extreme housing boom , and how the influx of AI-driven wealth is straining budgets in San Francisco . You’ll also meet some Texans who are fighting back on data center development . There’s lots more, so read on. — Christine Maurus Market Snapshot Equity Residential $66.13 -0.1% AvalonBay Communities Inc $185.09 -0.3% Persimmon PLC $1,125.50 +1.8% Barratt Redrow PLC $264.80 +2.2% Vistry Group PLC $275.40 +1.0% Market data as of 09:17 AM ET. Data is subject to provider delays. The big story New Zealand’s housing boom made many of its people wealthy over the past three decades. Then it went bust. The country’s now in the grip of a prolonged slump — triggered by higher mortgage rates and weaker migration — that’s roiling the economy and leading to steep losses for homeowners, many of whom bought their properties on the expectation that they’d just keep growing in value. Median prices nationwide have slid 16% from the 2021 peak and as much as 27% in Wellington, one of the hardest-hit areas. More than 2,200 construction firms have been liquidated since 2022. Listings are piling up as sellers get few, if any, offers while buyers wait for better deals. Reporters Ainsley Thomson and Prashant Gopal dug into how the downturn is playing out with New Zealanders and how it might force a policy rethink. They also compare the country’s predicament to affordability struggles elsewhere around the globe, where governments are attempting to make homeownership more attainable without eroding wealth and weighing on the economy. One of those places is the US, where President Donald Trump has made housing affordability a central issue, though he’s also said he doesn’t want home prices to fall. Be...

da-kuk/E+ via Getty Images Slowing but still-positive economic growth has historically translated into smaller and more earnings-dependent gains for U.S. equities, according to Goldman Sachs, which warned that moderating economic momentum could limit further upside for stocks in coming months. In a report published Tuesday, Goldman strategists pointed to historical market data showing that equity returns tend to weaken when economic activity decelerates, even if growth remains positive overall. A chart compiled by Goldman showed the S&P 500 ( SP500 ) historically produced median quarterly gains of roughly 3% during periods classified as “positive but decelerating” growth environments, substantially below returns recorded during periods of accelerating economic activity. Goldman based the analysis on its U.S. Current Activity Indicator. The bank said slower-growth periods historically generated returns driven primarily by earnings growth rather than valuation multiple expansion, a pattern Goldman argued is already visible in the current market environment. The S&P 500 has risen alongside sharply higher earnings estimates this year even as valuation multiples compressed modestly. Goldman nevertheless maintained a constructive broader outlook for equities, recently raising its year-end S&P 500 target to 8K from 7.6K after stronger-than-expected first-quarter earnings. Strategists forecast S&P 500 earnings per share of $340 in 2026 and $385 in 2027, with companies tied to AI infrastructure investment expected to account for roughly half of total earnings growth. Still, the bank cautioned that slowing economic activity, elevated geopolitical uncertainty, and the sharp rally in AI-linked and momentum stocks had increased the risk of more moderate equity returns in the near term. Goldman also warned that higher energy prices tied to disruptions around the Strait of Hormuz could weigh on consumer spending, corporate margins, and expectations for Federal Reserve easing. Here...

继证券监管之后，香港银行业也对内地用户开立投资账户进行管控。 近日，香港金融管理局向所有认可机构发出通函，要求银行在开立及管理内地投资者投资账户时采取额外措施，包括关闭使用可疑或伪造文件开立的投资账户、关闭零结余不动投资账户，以及对新开立投资账户实施更严格的资金来源及银行账户核查要求。 根据香港金管局5月22日发布的文件，针对内地个人投资者， 本港银行首先须对开户活动进行核查，识别自2023年1月起或金管局指明的其他时段内，曾使用可疑或伪造文件开立的客户投资账户。 相关文件包括身份证明文件。对于每个被识别的问题账户，银行还须识别负责提供可疑或伪造文件的人士，以及须为有关监控缺失负责的人士。开户核查须由独立方按照金管局订明的范围及方法进行，并应在金管局提出要求当日起计三个月内完成。 对于核查中识别出的相关账户，银行须向客户发出事先书面通知，说明将暂停客户开展新交易，并计划关闭有关账户。除非出现特殊情况，例如投资账户受法院命令约束，银行应由开户核查完成当日起计六个月内，关闭所识别出的问题账户。相关客户日后亦不得在该银行或其任何关联公司开立任何投资账户。 香港金管局要求， 银行应核查识别所有零结余不动投资账户，并提前书面通知相关客户，若未能完成重新确认“认识你的客户”等程序，有关账户将被暂停及关闭。 在账户完成重启程序前，银行应暂停相关账户开展任何新交易。 针对新开立投资账户，香港金管局明确要求， 若内地投资者接洽本港银行要求开立投资账户，银行须取得该投资者的书面声明， 包括确认所有用于支持投资活动及相关结算的资金均来自内地以外的合法来源；确认该投资者没有因曾使用可疑或伪造文件而令账户遭其他机构关闭或暂停；并承诺如书面声明中的资料发生任何更改，会在七个营业日内通知银行。银行还须要求相关客户在结算及资金提存时，只能通过其本人名义在合资格银行持有的银行账户进行。一旦发现客户资金来源不合法，或违反中国内地任何资本管制法规，银行应关闭其投资账户。 据媒体报道，近几日，中银香港、汇丰银行等机构已暂停为新的内地投资者开立投资账户。不少用户在社交媒体发文称“开户失败”“开户被拒”。 香港金管局同时表示，若相关内地投资者有意在香港投资证券，银行可引导合资格投资者使用两地之间的合规跨境投资渠道，包括跨境理财通、沪港通及深港通等。 此前，中国证监会发布消息称，依法对老虎、富途、长桥三家证券公...

hapabapa/iStock Editorial via Getty Images Klarna Group ( KLAR ), the global digital bank and flexible payments provider, is now live at Lands' End, a classic American lifestyle brand. The partnership is expected to offer Lands' End customers more choice in terms of online payment, including the choice to pay in full, interest-free pay in 4, or longer-term financing, clear terms, no hidden fees, and eligibility checked upfront. The partnership is powered by Stripe ( STRIP ). More on Klarna Klarna Group plc (KLAR) Q1 2026 Earnings Call Transcript Klarna: Industry Leader With One Of The Cheapest Valuations In The BNPL Space Klarna: Q1 Earnings Will Test The Profitability Narrative Klarna stock gains after Q1 earnings shine as credit loss provision drops Klarna and Affirm to be integrated into Google Search, Gemini app within Google Pay (updated)

‘This Can’t Be Justified,’ Says Investor About Palantir Stock TipRanks

韩国外交部27日召见伊朗驻韩大使，就5月初韩国船只在霍尔木兹海峡疑遭伊朗导弹袭击一事提出抗议。伊朗驻韩大使否认袭击与伊朗有关。韩国外交部当天下午发布的韩国船只遭袭的调查结果显示，当时船只共遭受两次不明飞行物体攻击。不明飞行物体的发动机与伊朗产涡喷发动机相似，部件上有疑似伊朗制造商标识。技术分析认为，不明飞行物体极有可能是伊朗研发的反舰导弹。调查还显示，不明飞行物体从船尾方向飞来，当时该船船尾朝向伊朗方向。（新华社）

DISCLAIMER: This note is intended for U.S. recipients only and, in particular, is not directed at, nor intended to be relied upon by, any UK recipients. Nothing in this note is intended to be investment advice, nor should it be relied upon to make investment decisions. Please read our full disclaimer here . Tony Anderson/DigitalVision via Getty Images The Trough Of Disillusionment Corporate turnarounds are hard. Really hard. Anyone who thinks otherwise has never been involved in one or observed it close at hand. As an incoming CEO, you have to rapidly learn how the business works at present, figure out how you think it should work, and then attempt to drag the machine in the direction you want to go. All the while fighting naysayers and refuseniks of all kinds. Which means that even if your vision is correct, even if your execution is cooking on gas, it is going to take a while to be successful. I think Opendoor Technologies Inc. ( OPEN ) right now is in the “everything is hard” category. For the promising start made to Najarian’s tenure as CEO, you can read up on our earlier notes on this name here . This has been a volatile stock, which has been very good to me; I presently hold no position save for the warrants assigned to stockholders earlier this year, having stopped out on my most recent common stock holdings. The stock chart and the fundamentals are oddly aligned, which is to say they are both trending somewhat sideways and offer a lot of promise but have yet to really deliver. Here are the numbers. Opendoor Financial Fundamentals OPEN Fundamentals (Company SEC Filings) Revenue continues to decline, and the decline is accelerating. This is OK in any turnaround as long as the company is shedding non-core sales and focusing on growing the core. But at some point revenue does need to start growing again. The guide is for a further year-on-year decline in Q2. Cash flow margins are superb at 27% on a trailing twelve-month unlevered pretax FCF basis. But if you loo...

(RTTNews) - Wednesday, Akzo Nobel NV (AKU1.MU) confirmed the rejection of a takeover proposal from Nippon Paint Holdings Co. (NI7.F), and The Sherwin-Williams Company received on April 29, 2026, to buy all issued and outstanding shares of the company at an offer price of 73 euros per share in cash. The proposal stated that Nippon would launch the all-cash public offer for all of the issued and outstanding shares of AkzoNobel, and on completion of the deal would retain AkzoNobel's Decorative Paints and Industrial Coatings businesses, whereas Automotive & Specialty Coatings, Marine & Protective Coatings and Powder Coatings businesses would be sold separately to Sherwin-Williams. The rejection comes after the Board of Management and the Supervisory Board carefully reviewed and considered the proposal, and found that the proposal did not qualify, nor was it reasonably expected to qualify, as a 'Superior Proposal.' The Board also found that the indicative offer price did not come close to adequately reflecting the value of AkzoNobel and its long-term prospects, taking into account the benefits of the recommended merger with Axalta. In light of this, the Board has unanimously recommended the merger of equals between AkzoNobel and Axalta. Akzo's stock is trading at 61.24 euros, up 15.16 percent on the Munich Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Deagreez/iStock via Getty Images Today I will double down on what I think is the main disadvantage of externally managed BDCs. I will also share my approach for navigating this. In my view, this issue is the primary driver behind the significant performance gap between internally and externally managed BDCs. Just take a look at the chart below in which I've reflected three well-known internally managed BDCs and three industry giants, which are some of the largest external BDCs out there: Ycharts Internally managed BDCs: Capital Southwest ( CSWC ), Main Street Capital Corporation ( MAIN ), and Trinity Capital Inc. ( TRIN ). External BDCs: Ares Capital ( ARCC ), Blackstone Secured Lending ( BXSL ), and Blue Owl Capital ( OBDC ). It is clear that these two groups live in completely different P/NAV zones. For some BDC tourist investors, this divergence might signal an opportunity to open a pair trade: i.e., shorting the richly priced BDC group (internal players) and going long on the discounted BDC group (external players). The data below indicates that this indeed might be the case: Ticker Short interest External vs. internal MAIN 9.82% Internal CSWC 8.00% Internal TRIN 7.25% Internal BXSL 6.11% External ARCC 5.93% External OBDC 4.37% External Click to enlarge However, I wouldn't be so sure that this is the right way to approach the situation. Without further ado, let's dive into the uncomfortable truth (main disadvantage) about externally managed BDCs. Fee economics over shareholder returns Here you go. I think that the biggest drawback of externally managed BDCs is the unfriendly fees, which stimulate sub-optimal capital allocation processes. If we take a step back and look at what the objectives of externally managed BDCs are, we will see two divergent elements: To deliver strong total returns for the BDC shareholders. To make money for the external manager (the core business of alternative asset managers). And, obviously, the second element is an issue. It is a dua...

ATHVisions/E+ via Getty Images Key takeaways: Bond benchmarks are useful but not investable: Because fixed income indices are essentially impossible to replicate in a portfolio, investors should consider more relevant comparisons to evaluate passive and active bond performance. Active management has tended to benefit bonds: When measured against passive portfolios investors can actually own – rather than theoretical bond indices – most actively managed bond portfolios have outperformed their passive peers, especially over longer time periods. Private credit has no true benchmark: In the absence of a standard yardstick, direct lending can appear to perform well by default; however, alternative measures of relative performance suggest excess returns versus adjacent public credit markets have narrowed in recent years. Despite the move lower late last week, U.S. Treasury yields are still holding well above recent lows and close to highs not seen in more than a year. By contrast, risk assets are firmly bid: U.S. equities have been routinely touching new historical highs, and credit spreads over Treasuries remain tight. The playbook is unchanged: risk assets continue to price a resolution of the Iran conflict and are willing to look through some inflation reacceleration so long as growth holds and fundamentals stay supportive, both of which have been the case thus far. Bonds will likely keep discounting a wider range of potential monetary policy outcomes, and also embed a higher war-related risk premium that, if tensions further de-escalate, has room to compress. This is only one example of the many fundamental differences between risk assets – and equities in particular – and fixed income. Measuring what matters: Active versus passive The debate about active versus passive management in fixed income has never been resolved, and the reason is structural, not empirical. Any comparison between the two faces three distinct hurdles. First, performance must be measured on a li...

Axis Systems SWGI™ (Secure Workload Governance Interface) introduces hardware-enforced execution governance designed for sovereign AI, confidential computing, and regulated infrastructure modernization. Partnership announcement showcasing the collaboration between Intel® Xeon® infrastructure and SWGI™ (Secure Workload Governance Interface) for deterministic execution governance, confidential compute, sovereign AI, and hardware-enforced infrastructure protection. RALEIGH, N.C., May 27, 2026 (GLOBE NEWSWIRE) -- Axis Systems today announced the launch of SWGI™ (Secure Workload Governance Interface), a deterministic execution governance platform designed to prevent unauthorized AI-driven workloads from executing inside sovereign, confidential compute, and high-assurance infrastructure environments. Built for modern AI, operational technology (OT), and regulated cloud architectures, SWGI™ integrates with Intel® Xeon® infrastructure and Intel® confidential computing technologies including Intel® SGX (Software Guard Extensions) and Intel® TDX (Trust Domain Extensions) to establish hardware-enforced workload governance at the silicon boundary. Unlike traditional cybersecurity systems that monitor or respond after execution begins, SWGI™ performs deterministic pre-execution authorization before workloads are permitted to run. The platform integrates intent-aware policy validation directly at the hardware boundary, enabling organizations to cryptographically verify execution authorization before instructions reach protected compute environments. Axis Systems describes the architecture as part of a broader shift beyond the traditional Von Neumann compute paradigm, where systems historically execute instructions without deterministic authorization awareness at the infrastructure layer. As enterprises and governments accelerate adoption of agentic AI, confidential computing, and sovereign cloud architectures, infrastructure leaders are increasingly focused on a critical challeng...

The artificial intelligence (AI) revolution isn't being built on silicon alone; it's being built on the electric grid. As hyperscale cloud providers and AI developers race to deploy next-generation computing, they are colliding with a hard physical limit: power. The defining constraint for AI expansion is no longer the availability of advanced chips, but access to reliable and scalable energy. Utility interconnection queues for new data center projects now stretch for five to seven years, creating a critical bottleneck that threatens to throttle the industry's growth. This structural power deficit is creating a new class of investment opportunities. The market is beginning to place a steep premium on companies that control large-scale, shovel-ready energy real estate. These are the digital infrastructure operators who had the foresight to lock down gigawatt-scale grid connections, transforming what were once liabilities into the most valuable assets in the new digital economy. Get TeraWulf alerts: Sign Up AI's Thirst for Power Creates a New Asset Class One operator that appears to have strategically positioned itself directly in the path of this demand is TeraWulf Inc. NASDAQ: WULF. The digital infrastructure specialist recently catalyzed a market repricing after announcing the acquisition of the Muskie Data Campus in Eastern Kentucky. This is not just another land purchase; it's a hyperscale development site with the potential to deliver over 1 gigawatt of high-performance computing capacity. TeraWulf Today WULF TeraWulf $26.28 +1.10 (+4.36%) 52-Week Range $3.39 ▼ $26.25 Price Target $28.30 Add to Watchlist The critical details of the deal lie in the GW figure and the execution. TeraWulf secured concurrent transmission and energy service agreements with Kentucky Power. A dedicated 345 kV substation connected to a robust 765 kV transmission network is already planned. This move effectively allows TeraWulf to bypass the multi-year gridlock that nearly every other dat...

Webull (NASDAQ:BULL) posts blistering top-line growth while its stock sits in the bargain bin. Q1 2026 revenue jumped 36% YoY to $159.93 million, customer assets ballooned 90% to $24 billion, and equity notional volume more than doubled to $261 billion. Yet shares are down 19.43% YTD and trade at just $6.26. Can this active-trader platform ... Can Webull Stock Generate 4x Returns By 2030?

财联社5月27日讯（记者 梁柯志） 央行4月数据显示，今年前四个月我国人民币贷款累计增加8.59万亿元，4月新增人民币贷款录得-100亿元，环比少增3.0万亿元，同比少增2900亿元。 多位受访 银行 业内人士表示，对于银行体系而言，出现罕见的月度信贷负增长，既在意料之外，也在情理之中。这一数据反映银行业信贷收缩、资产 结构调整 的长期趋势。 某股份行金融市场部门资深人士表示，近两年该行一直在压降高风险资产，置换高利率负债，以贷吸存的比例也下降很多。趋势上信贷是逐步萎缩，总行这两年已经增加非信贷资产的激励力度。 财联社记者从业内人士了解到，4月信贷新增转负是一个阶段性信号，背后是信贷市场需求走弱，银行业传统靠规模的经营模式承压的具体表现，不少银行围绕资产、负债、收入结构进行调整，以应对信贷规模持续萎缩的局面。 “不靠贷款活已经是趋势了”，一位江浙地区中小银行高管人士甚至对财联社记者如是表示。 非信贷资产做文章，以投补贷提升收益 “传统对公大客户信贷市场面临大行竞争，利率不断下探，股份行本身资金成本高，单纯扩张对公贷款规模，不仅难以提升收益，还会持续拉低资产整体收益率。”某股份制银行资产负债部人士在采访中表示。 多家银行人士透露，目前行内考核体系已经弱化贷款规模、总资产增速等规模类指标，提升资产收益率、非息收入、不良率等效益与质量指标的权重，引导业务人员从冲量转向提质。 另一方面，中小银行资产总量下降也与区域与行业主动筛选有关。 多家股份行支行人士透露，总行已经陆续收缩弱经济区域、下行周期行业的授信额度，将集中资源投向制造业转型升级、新科技 新能源 、民生 基建 、县域经济等较为“安全”的领域。 此外，部分股份行和城商行人士还提到，“以投补贷”成为今年较为突出的转型方向。 财联社注意到， 浙商银行 、 兴业银行 等多家股份行年初计划重点提到金融市场、债券和同业资产发展。 华西 证券 报告数据显示，2026年一季度上市银行金融投资增速达到14.13%，大幅高于7.09%的贷款增速，其中国有大行金融投资增速更是高达17.73%，城商行金融投资增速虽从高点回落至13.07%，但是股份行和农商行增速偏低，分别为5.59%、5.20%，仍有提升空间。 利息收入下降，压降负债成本，发力轻资本业务 与此贷款投放放缓同步的是，存款保持刚性增长， 年报 数据显示，多数银行存贷错配问题突...

Broadcom (NasdaqGS:AVGO) has introduced the BCM68850, described as the first 50G home gateway SoC with integrated AI acceleration. The chip combines a dedicated neural processing unit with native Wi-Fi 8 support to target low latency, high bandwidth edge computing in home and enterprise gateways. This launch represents a shift in broadband gateway design toward on-device AI processing at the network edge. For investors tracking NasdaqGS:AVGO, this product launch adds a fresh technical angle to a stock more often discussed in the context of AI data center demand and ecosystem partnerships. The share price is currently around $422.01, with the stock up 21.4% year to date and 80.5% over the past year. Over 5 years, the cumulative return is very large relative to the starting point, which reflects how closely the company is tied to key semiconductor and connectivity trends. The BCM68850 positions Broadcom in the path of growing interest in AI-enabled devices and high speed broadband gear in homes and offices. For readers, a central consideration is how quickly operators adopt edge AI gateways and whether this kind of architecture becomes a standard feature in future broadband rollouts. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Broadcom. NasdaqGS:AVGO Earnings & Revenue Growth as at May 2026 Advertisement Quick Assessment ⚖️ Price vs Analyst Target : At US$422.01, the stock trades about 12% below the US$480.49 analyst target, within the broad target range of US$215.88 to US$630. : At US$422.01, the stock trades about 12% below the US$480.49 analyst target, within the broad target range of US$215.88 to US$630. ❌ Simply Wall St Valuation : Shares are trading about 29.6% above the platform's estimated fair value, which screens as overvalued. : Shares are trading about 29.6% above the platform's estimated fair value, which screens as overvalued. ❌ Recent Momentum: The stock has sli...

Warner Bros. Discovery Inc. said it won agreement from bondholders to change the terms of some existing debt, bringing the company a step closer to selling itself to Paramount Skydance Corp. in a $110 billion deal. Changing the terms of the debt through a consent solicitation allows Paramount to exchange or repurchase Warner Bros. Discovery debt as part of its acquisition of the company. Both the consent solicitation and the exchange offer were announced on May 19. Votes on whether to change the bond terms were due May 26, versus a June 17 deadline to sell or swap the bonds. In many of the notes involved, holders of more than 90% of each security consented to the term changes, Warner Bros. said on Wednesday. Law firm Milbank had sought to organize bondholders to seek improved terms on the exchange offer, but the tight consent deadline made it hard to do so. The new junior notes in the exchange would secured by substantially all assets of the combined Warner Bros. and Paramount entity. While holders of some shorter-dated bonds are being offered a coupon increase, holders of several longer-dated bonds would receive no such bump for exchanging their notes — a discrepancy that quickly became a source of contention. The exchange is designed to keep a lid on debt-related costs that would follow in a takeover like Paramount’s. Bondholders who refused to swap their notes would be left with claims against a shell company after the acquisition closes, Bloomberg previously reported . Read more: Warner Bros. Tightens $15 Billion Loan Price in Hot Debt Market