Meta Platforms (NASDAQ: META) is delivering strong revenue growth, healthy margins, and signs that AI is already improving its advertising engine. But the stock's next move may depend on whether massive capex turns into real monetization or continues to pressure free cash flow. The upside case is compelling, but execution matters more than ever. Stock prices used were the market prices of May 19, 2026. The video was published on May 26, 2026. 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 » Should you buy stock in Meta Platforms right now? Before you buy stock in Meta Platforms, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Meta Platforms wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $472,852!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,317,207!* Now, it’s worth noting Stock Advisor’s total average return is 984% — a market-crushing outperformance compared to 210% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 27, 2026. Rick Orford has positions in Meta Platforms. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channe...

Key Points Interactive Brokers looks more like infrastructure than a brokerage. Multiple revenue streams reduce dependence on market cycles. Stablecoins and tokenization could strengthen Interactive Brokers' moat. 10 stocks we like better than Interactive Brokers Group › It's easy to view Interactive Brokers (NASDAQ: IBKR), Robinhood Markets (NASDAQ: HOOD), and Coinbase Global (NASDAQ: COIN) as competing brokerage stocks. And they are, but of the three, Interactive Brokers may ultimately prove to be the most durable. Its advantage isn't cryptocurrency or options trading, either. It's that Interactive Brokers has built an infrastructure business around active traders, advisors, institutions, hedge funds, margin lending, and global capital flows. That can't be overlooked. 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 » Interactive Brokers has a stablecoin advantage Earlier this year, Interactive Brokers began allowing eligible clients to fund brokerage accounts using stablecoins and has discussed expanding stablecoin capabilities further, potentially including its own stablecoin. To be sure, this isn't just another random crypto feature. You see, stablecoin funding allows capital to move globally around the clock, which becomes increasingly valuable as financial markets move toward continuous trading and tokenized assets. And Interactive Brokers already serves investors across more than 170 markets worldwide. Tokenization could play directly into Interactive Brokers' strengths Wall Street is increasingly moving toward tokenized securities and blockchain-based settlement systems. Interactive Brokers appears well-positioned if that transition accelerates. Unlike many crypto-native companies, Interactive already operates a large global brokerage platform, clearing system, margin platform, and instituti...

Spot Bitcoin has spent 2026 grinding lower while the companies that mine it have ripped higher. iShares Bitcoin Trust ETF (NASDAQ:IBIT), the largest spot Bitcoin ETF on the market, is down roughly 13% year to date, tracking Bitcoin itself almost tick for tick as the coin has slid from around $87,000 at year end to ... Bitcoin Is Down 7 Percent This Year But Bitcoin Mining ETFs Are Up Over 50 Percent. This Is The Real Crypto Story of 2026

The VanEck Pharmaceutical ETF (PPH 0.82%) provides targeted exposure to drug manufacturers, while the iShares Global Healthcare ETF (IXJ 0.86%) offers a broader reach across the international medical industry including biotechnology and equipment. Investors looking for healthcare exposure often choose between niche industry funds and broad sector trackers. This comparison looks at how PPH targets the pharmaceutical sub-sector versus how IXJ captures a wider array of medical companies across global markets. Snapshot (cost & size) Metric PPH IXJ Issuer VanEck iShares Expense ratio 0.36% 0.40% 1-yr return (as of May 20, 2026) 20.40% 10.00% Dividend yield 2.10% 1.50% Beta 0.46 0.58 AUM $915.6 million $3.6 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. The VanEck fund is slightly more affordable with a 0.36% expense ratio compared to 0.40% for the iShares fund. Additionally, the VanEck fund provided a higher payout over the last year, yielding 2.10% compared to 1.50% for IXJ. Performance & risk comparison Metric PPH IXJ Max drawdown (5 yr) (20.30%) (18.10%) Growth of $1,000 over 5 years (total return) $1,544 $1,220 Expand NYSEMKT : IXJ iShares Trust - iShares Global Healthcare ETF Today's Change ( -0.86 %) $ -0.82 Current Price $ 94.02 Key Data Points Day's Range $ 93.94 - $ 94.91 52wk Range $ 82.16 - $ 101.78 Volume 37.1 What's inside The iShares Global Healthcare ETF offers broad sector coverage, with healthcare at 99%. It holds 114 positions and was launched in 2001. Its largest positions include Eli Lilly (LLY +1.28%) at 10.50%, Johnson & Johnson (JNJ +0.53%) at 7.19%, and Abbvie (ABBV +0.20%) at 4.88%. Over the trailing 12 months, the iShares fund paid $1.36 per share in dividends. The VanEck Pharmaceutical ETF is a pure-play option with 100% healthcare exposure focused on...

财联社5月27日讯（编辑 冯轶） 今日港股行情再度转弱，市场结构性分化。截至收盘，恒生指数跌1.06%，国企指数跌1.33%，恒生科技指数跌0.79%。 【恒指再度调整转头下探 多空分歧交投活跃】 盘面上，大型科网股连续疲软，小米绩后跌近5%，阿里巴巴跌超2%，京东、美团、快手均飘绿。 其他方向上，有色、黄金等板块受加息预期影响走弱，航运、汽车、地产等行业纷纷下行。 上涨的板块中，资金向AI硬件概念聚集，半导体、存储概念再度上冲。锂电、电力、纸业股表现活跃。 整体上看，港股再度陷入调整，短线震荡下探。恒指全天成交3207.58亿港元，虽较前一日小幅收缩，但资金交投仍相对活跃。 沽空方面，总沽空金额为385.07亿港元，相当于恒指成交额的12.01%，场内沽空也重新活跃。 小米集团-W、中芯国际、联想集团沽空金额位居前三，分别为23.23亿港元、22.72亿港元、18.27亿港元。 【大市波动热点跌多涨少 AI主线再获盈利验证】 行情层面，今日大市情绪再度波动，各大板块跌多涨少。隔夜美股存储巨头市值突破万亿美元对AI产业链形成鼓舞，并带动亚太股市一同上涨。 短线来看，随着日本和韩国的基准指数今日再度创出新高，全球芯片股普遍涨势汹涌。海外AI产业链的多头情绪也继续向港股映射。 此外，据国家统计局公布的数据显示，1—4月份，半导体相关产业快速发展，带动电子专用材料制造、光纤制造、光电子器件制造行业利润分别增长601.7%、347.6%、51.0%，进一步支撑起市场高涨的预期。 另一方面，地缘局势与宏观风险偏好继续共振，导致有色、石油等资源股出现回调。 据报道，一份有关伊朗与美国谅解备忘录框架的“初步非正式文件”被披露，内容涉及霍尔木兹海峡、地区军事部署及未来协议安排等问题。 截至发稿，国际原油短线下挫，WTI原油期货价格跌5.38%，报88.838美元/桶，表明市场已开始重新计价。 【A股同步回调失守4100点 机构建议转向均衡布局】 此外，今日A股也同步与走弱，指低开低走失守4100点，场内热点较为杂乱，近4500只个股下跌。不过，沪深两市全天成交额3.24万亿，量能保持高位。 展望后市，华泰证券研究认为，目前AI与外需链是利润增长主力。但预计偏紧的海外流动性环境下，三季度会是估值侧的观察窗口期。结合盈利与估值两个维度，建议均衡配置景气加速上升的电新、机械、半导体，以及...

Company Logo The AI supercomputing market is booming, driven by generative AI, efficient liquid-cooled infrastructures, and industrial-scale "AI factories." Opportunities lie in energy-efficient systems, advanced AI accelerators, software optimization, and sustainable operations. Key players include NVIDIA, AMD, and Intel. Dublin, May 27, 2026 (GLOBE NEWSWIRE) -- The "AI Supercomputing Platform Market by Technology, Solutions, Industry Verticals and Use Cases 2026-2032" report has been added to ResearchAndMarkets.com's offering. This research provides a comprehensive analysis of the AI Supercomputing Platform Market from 2026 to 2032, segmented across multiple dimensions to offer a granular understanding of market dynamics. The competitive landscape is highly dynamic, with NVIDIA maintaining strong dominance in accelerators and full-stack solutions, while AMD, Intel, hyperscaler custom silicon, and specialized players continue to challenge the status quo. The AI supercomputing landscape is experiencing a massive transformation, fueled by the rise of generative AI, next-gen HBM, agentic workflows, and ultra-efficient, gigawatt-scale liquid-cooled infrastructure. This relentless push for raw computational power has forced a fundamental redesign of the physical environment, shifting the industry away from traditional air-cooled facilities toward highly efficient, liquid-cooled datacenters. Operating at an unprecedented gigawatt scale, these next-generation facilities are rapidly becoming the foundational backbone necessary to sustain the future of global artificial intelligence. The market is undergoing explosive growth as artificial intelligence transitions from experimental technology to industrialized "AI factories" capable of training and deploying frontier-scale foundation models. These specialized platforms integrate high-density AI accelerators, ultra-high-speed interconnects, advanced memory systems, sophisticated orchestration software, and energy-efficient co...

peterschreiber.media/iStock via Getty Images Dycom Industries ( DY ) soared 25% in premarket trading Wednesday after the telecommunications infrastructure contractor posted record first-quarter results that easily topped Wall Street expectations and raised its full-year outlook amid booming demand for fiber and data center construction. The rally added to an already scorching run for Dycom ( DY ), whose shares had climbed roughly 85% over the prior 12 months heading into Wednesday’s earnings report as investors increasingly bet on long-term spending tied to broadband expansion, artificial intelligence infrastructure and hyperscale data centers. Revenue and earnings crush estimates Dycom ( DY ) reported first-quarter contract revenue of $1.96 billion, up 56% from a year earlier and well above the Wall Street consensus estimate of $1.67 billion. Organic revenue growth was about 25%. Adjusted earnings came in at $4.42 a diluted share, crushing analyst expectations of $2.72 a share. Adjusted net income nearly doubled to $134.3 million from $70 million a year earlier. Net income rose to $91.3 million, or $3.00 a share, from $61.0 million, or $2.09 a share. The company also reported adjusted earnings before interest, taxes, depreciation and amortization of $262.5 million, up 74.6% from the prior year, while adjusted ebidta margin expanded to 13.4% from 11.9%. Outlook raised after strong quarter Dycom Industries ( DY ) raised its fiscal 2027 revenue outlook to a range of $7.38 billion to $7.65 billion, citing strong first-quarter execution and continued demand trends. Analysts on average expected revenue of $7.07 billion. For the current quarter, the company forecast revenue between $1.94 billion and $2.01 billion, compared with the Wall Street estimate of $1.77 billion. Management projected adjusted diluted earnings of between $4.40 and $4.82 a share, compared with the consensus estimate of $4.06. Investors focus on AI infrastructure demand For investors, the report reinf...

Despite recent signs that US-China ties are stabilising, veteran China watcher Li Cheng argues that the two superpowers should not rush to sign a new joint communique , suggesting this would add little value as Washington is not upholding its previous commitments. The recent summit between President Xi Jinping and his US counterpart Donald Trump produced a “dramatic change” in the countries’ relationship, Li said in an interview published by Chinese news website Guancha.cn. “From viewing each other as enemies to positioning each other as friends – nothing is more dramatic than this,” said the professor at the University of Hong Kong’s Centre on Contemporary China and the World, praising Trump’s transactional approach and personal rapport with Xi. Advertisement Li welcomed the shift towards framing the relationship in terms of constructive strategic stability as “pragmatic and realistic”, but expressed scepticism about a fourth communique. “In my view, if he does not even implement the existing three communiques, what is the point of signing a fourth one?” he asked, without offering specific examples of how Trump had failed to uphold the agreements. Advertisement Li also cautioned that pushing for a new document could provoke anti-China forces in the United States ahead of the midterm elections.

Pakorn Supajitsoontorn/iStock via Getty Images LexinFintech Holdings ( LX ) has been in a steady downward slide for most of the past year, with the stock now having pulled back ~80% from its March 2025 highs. I have been bullish on this name the entire ride down , which has proven to be the wrong call. The combination of very low investor interest, regulatory overhangs, and what seems to be a structurally declining business are several reasons to avoid the name. However, I remain a contrarian bull here as sentiment and expectations are now completely washed out. Yes, it would be easy to throw in the towel, and acknowledging that I have been wrong for over a year, I believe the tide could start to turn in a more favorable direction. The company's most recent earnings report showed some positive signs in the underlying trends, that being registered users, new borrowers, and loan volumes. More on the financial details below, but these are encouraging trends - albeit in the very early stages - that could start to attract more positive sentiment around the stock. LexinFintech is a leading Chinese fintech company, providing a variety of consumer financial services. The company's "Fengile" platform provides installment-based loans, akin to BNPL options in other countries. There remain many concerns about the longevity of this business model, and recent shifts in the regulatory landscape that tightened liquidity make this even more challenging. Results over the past year have been mixed at best, and investors have essentially forgotten about this stock. Staying a contrarian bull at these levels is challenging. There is not much to grasp onto as clear drivers to re-rate the stock higher. But any signs of improvement could provide fodder for investors to grab at. I believe LX is now completely washed out and is being priced for bankruptcy/failure. At these levels, it appears worth the risk to have a small position in the name, as any notable signs of improvement could easily ...

In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT An Amazon device is displayed at an Amazon Devices launch event in New York City on Feb. 26, 2025. Brendan McDermid | Reuters Amazon has been using homegrown artificial intelligence technology to help users compare products and buy or reorder items on their behalf. Now the company is licensing that technology to other retailers, as it vies to be the backbone of AI shopping across the web. In a blog post Wednesday, Amazon said it's taking the "architecture, starter code and learnings" from Alexa for Shopping and packaging it together for the rest of the retail industry. The new service allows retailers to launch their own AI shopping tools tailored to their storefront, catalog and branding "in as little as 60 days," Amazon said. For Amazon, the move marks another effort to take technology built internally and sell it to other companies, including competitors, as a service. It's the approach Amazon took roughly two decades ago with Amazon Web Services, its cloud computing unit, and later with its cashier-less checkout , warehousing and supply chain services. Earlier this month, Amazon rebranded its e-commerce chatbot from Rufus to Alexa for Shopping and enabled it by default in search queries on its store. As it turns outward, the new tool is being offered by AWS, which could help reassure retailers leery of partnering and sharing data with the industry giant. Amazon said it's already signed up Tapestry -owned luxury fashion brand Kate Spade as a customer, which used the service to launch a gifting assistant. Additional retailers are "currently in testing," the company said. Across the burgeoning AI industry, leading players are targeting shoppers. OpenAI , Google and Perplexity have rolled out research tools and agents for shopping, though some of those efforts have stumbled due to technical bugs or challenges with onboarding retailers. It's also unclear if shoppers are ready to hand off the task of...

asbe/iStock via Getty Images By Anton Kharitonov Bitcoin ( BTC-USD ) has moved into a noticeable decline after several months of steady growth. In recent sessions, BTC has fallen back below the $76,000 level. The key driver is a sharp reversal in capital flows within U.S. spot ETFs: institutional investors have started taking profits and reducing risk. Around $1 billion was withdrawn from Bitcoin ETFs in just one week, with some days recording record outflows exceeding $600 million. The market is particularly concerned that selling is coming not only from retail traders but also through regulated institutional products such as BlackRock, Fidelity, and ARK. This signals that large capital has temporarily shifted to a defensive stance, rather than this being just localized panic among traders. Macroeconomics and Fed policy add pressure The main negative pressure now comes not from within the crypto industry, but from the global economy. U.S. inflation is accelerating again, the market is revising expectations for Federal Reserve rates, and the likelihood of near-term rate cuts has dropped sharply. This is critical for Bitcoin: BTC remains a high-risk asset, sensitive to tight monetary conditions and reduced liquidity. Additional pressure comes from geopolitical risks and trade tensions. Investors are moving into gold and defensive assets, while the crypto market is temporarily losing its “alternative safe haven” narrative. Analysts note that this correction differs from previous cycles: BTC price is now directly influenced by ETF flows and institutional behavior, not just speculative demand. Outlook: Correction or start of a bear market? At this stage, I do not consider the current decline a full trend reversal. Rather, the market appears to be entering a phase of deeper repricing following the overheated growth at the end of 2025. However, the technical picture is deteriorating: selling pressure is increasing in the futures market, demand for protective options is ri...

欧洲央行管理委员会成员 lvaro Santos Pereira表示，欧洲央行在6月10日至11日举行政策会议时，将留意近期价格飙升的情况。“世界上已经有一些地区正在经历供应中断和价格上涨，”他周三在里斯本对记者表示，“我们给汽车加油时都能看到这一点。显然，这将在下次会议上被纳入考虑。”距离这场备受期待的会议还有两周之际，Pereira强调，“我们正在关注这些价格的演变，以判断某些价格以及之后工资是否会出现二阶效应。”“我们正密切关注事态发展，以便作出决定，”他表示，“我们谈论的是一场具有国际影响的冲突，它正对能源市场、化肥、半导体、关键初级材料以及欧洲和全球其他地区的能源产生重大影响。”市场和经济学家预计欧洲央行将在此次会议上加息25个基点，几位决策者也支持这一行动。其他人则保持更为审慎的态度，指出欧洲央行的政策立场是不预先承诺。（财联社）

The female sailor said she was very drunk on the night of the alleged assault, and had needed help to leave the mess bar and return to her cabin in an accommodation block on the base at Gare Loch.

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Meta Platforms (NasdaqGS:META) faces shareholder votes on May 27 on proposals tying senior executive pay to child safety outcomes. Investors will also vote on a request for a detailed report on how Meta addresses antisemitism and online hate across its platforms. The votes come as Meta deals with legal penalties, courtroom defeats related to youth safety, and continuing lawsuits. Meta runs Facebook, Instagram, WhatsApp, and other apps that sit at the center of global social media and digital advertising. With that reach, regulators and courts are scrutinizing how the company handles youth safety and harmful content. These shareholder proposals highlight how those operational issues are now feeding directly into governance questions and executive incentives. For you as an investor, the outcome of these votes could influence how Meta sets priorities on safety, compliance, and content moderation over time. Any changes to compensation structures or reporting expectations may affect risk management, legal exposure, and the balance the company strikes between engagement growth and user protections. Stay updated on the most important news stories for Meta Platforms by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Meta Platforms. NasdaqGS:META 1-Year Stock Price Chart See which insiders are buying and buying and selling Meta Platforms following this latest news. The activism around Meta’s May 27 votes puts investor sentiment squarely on governance, not just AI spending or earnings. Proxy Impact is framing child safety and online harm as direct financial risks, pointing to a US$375m penalty in New Mexico, a California ruling on youth mental health harms and more than 2,400 pending lawsuits, with some insurers declining to cover claims. The call to shift senior bonuses away ...

现货黄金日内跌幅达2%，报4416.32美元/盎司。

Trevor Williams CDW ( CDW ), TD Synnex ( SNX ), Ingram Micro ( INGM ), and Insight Enterprises ( NSIT ) were upgraded at J.P. Morgan on Wednesday as the investment firm sees the quartet benefiting from rising enterprise demand. CDW and TD Synnex were raised to Overweight from Neutral, and Ingram Micro and Insight were raised to Neutral from Underweight. The firm also established price targets of $130, $298, $27, and $105, respectively. “[We] are reversing our earlier view that a pull-forward of Enterprise demand would lead to a digestion period in 2H26 and now expect Enterprise demand to remain robust through the remainder of the year and potentially into early 2027, as Enterprise customers prioritize IT infrastructure upgrades to ensure AI readiness across both datacenters and campus environments, along with device refreshes aimed at avoiding future price increases,” analysts at the firm wrote in a note to clients. “While we do not challenge the argument that the current demand momentum from Enterprises will at some time in the future feed into a digestion of spend, we believe the timing of the digestion is unlikely near-term and the supply-constrained backdrop might incentivize customers to drive robust orders longer than earlier anticipated by us.” More on CDW Corporation, TD SYNNEX, etc. CDW Corporation: More Is Needed Before The Stock Can See An Upward Re-Rating Insight Enterprises, Inc. (NSIT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript CDW Corporation (CDW) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Banzai International secures Ingram Micro distribution alliance and wipes out $7.8M in debt under project Fortress ValueAct takes new stakes in KKR, SPOT, dumps NSIT, among Q1 moves

格隆汇5月27日｜巴克莱将美光科技的目标价从675美元大幅上调至1175美元，维持“增持”评级。(格隆汇)

Michael Kovac/Getty Images Entertainment Movado ( MOV ) is limping into Wednesday’s open with shares down double digits as the company’s decision to not provide guidance for the current fiscal year due to economic and geopolitical uncertainty spooked investors and overshadowed upbeat quarterly results and an increase in its quarterly dividend. The Swiss watchmaker also cautioned that net sales for the current quarter would moderate as the positive impact from foreign exchange fluctuations reflected in first-quarter sales would be less evident in Q2. These factors eclipsed the results for the fiscal first quarter of 2027, as Movado ( MOV ) generated net sales of $142.4M, up 8% year-over-year, beating expectations by $7M. This contributed to an adjusted profit of $0.32 per share, up from $0.08 in the same quarter last year and $0.25 better than expected, and included a cost of $0.02 per share related to the misconduct investigation within the company’s Dubai branch. Accordingly, FQ1 gross margin expanded 320 basis points to 57.3%. By ending the quarter with $225.3M in cash and with no debt, Movado’s ( MOV ) board of directors approved a 14% increase to its quarterly dividend to $0.40 per share. The higher dividend reflects the company’s “strong performance, solid financial position, and confidence in the company’s long-term prospects.” Despite this confidence, Movado ( MOV ) refrained from issuing guidance “given the current economic and geopolitical uncertainty, including the unpredictable impact of the current Middle East conflict.” Movado ( MOV ) is down more than 12% before the open. More on Movado I Acknowledge I Was Wrong After Watching Movado Group Surge (Upgrade) Movado Group, Inc. (MOV) Q4 2026 Earnings Call Transcript Movado Non-GAAP EPS of $0.32 Movado Q1 2027 Earnings Preview Seeking Alpha’s Quant Rating on Movado

随着OpenClaw（龙虾）的问世，AI智能体算是在2026年摆脱玩具化的标签，成了不少人的帮手。OpenClaw的走红也带火了一个新的名词Skill（技能），它就好比App之于智能体手机，让AI智能体有了各式各样的妙用。 一如当年的App热潮，如今的Skill同样炙手可热，甚至美团都下场做了一个“跑腿Skill”。就在5月26日，美团宣布推出“跑腿Skill”，主要用于对接各大AI助手，接入后用户只需借助自然语言输入命令，就可以让AI助手调用美团跑腿来完成下单，系统会自动完成场景识别、地址匹配、价格预估与订单提交，将原本的多步操作压缩为一步。 据美团方面介绍，跑腿Skill采用了零开发接入方式，安装后即可使用，并兼容OpenClaw本地版、云部署版，以及各类第三方客户端。有了“跑腿Skill”，用户只需用日常语言说清需求，比如“帮我去驿站取快递送到家”“帮我去菜市场买1斤新鲜田螺”，AI就可以理解并执行。即便是对于不熟悉跑腿服务边界的用户，AI也会主动引导可行方案，让更多非标、个性化的需求也能承接。 为了最大限度提升可用性，“跑腿Skill”还接入了美团的跑腿地址簿，登录后会自动拉取常用地址进行模糊匹配，不用再每次重新输入。而物品信息则是由AI自动识别品类，无需用户手动选择，并且每次下单前会展示完整的订单预览卡片，其中包含地址、物品、配送费和预计送达时间，用户确认后才提交。此外，用户还可以直接通过AI助手查询骑手的实时配送进度，无需切换App。 简而言之，美团通过“跑腿Skill”，让QClaw、有道龙虾、小米MicClaw、讯飞AstronClaw等一众“国产龙虾”可以直接借助美团骑手实现“一句话跑腿”。事实上，美团的“跑腿Skill”与阿里在千问上搞的“帮我点杯奶茶”是一回事，都是将传统互联网服务的能力嵌入AI产品。 虽然逻辑相似，但形式截然相反，美团的“跑腿Skill”更像是一个不得已而为之的权宜之计。“跑腿Skill”意味着美团将主动权交了出去，来换取一个接入AI智能体的机会。从某种意义上来说，“跑腿Skill”就相当于美团将自己的一部分能力管道化了。 毫无疑问，“管道化”是互联网厂商的噩梦，当年正是互联网行业将电信运营商管道化，使得后者虽然花了天价建设网络设施，却只能眼睁睁看着信息革命的胜利果实被互联网厂商摘走。尽管主动将自己管道化是下策，毕竟超级App...

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Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Google, part of Alphabet (NasdaqGS:GOOGL), is reportedly in advanced talks with SpaceX to deploy space-based data centers, aiming to support AI and cloud workloads. Google has joined the Data Center Innovation Initiative alongside Amazon, Meta, and Microsoft to test and co-fund next generation energy and materials technologies for data centers. For investors watching Alphabet, these moves sit at the intersection of cloud infrastructure, AI computing, and energy use. Space-based data centers, if they proceed, could change how data is processed and stored, especially for AI workloads that depend on high performance and reliable connectivity. Participation in the industry wide DCII effort also relates to how large tech companies run power intensive facilities around the world. These developments provide additional context for how Alphabet is considering long term capacity, costs, and sustainability across its Google Cloud and AI platforms. They also add new angles to track, alongside more familiar themes such as product launches and land based data center build outs that have received more attention so far. Stay updated on the most important news stories for Alphabet by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Alphabet. NasdaqGS:GOOGL Earnings & Revenue Growth as at May 2026 2 things going right for Alphabet that this headline doesn't cover. For Alphabet, the talks with SpaceX on space-based data centers and the decision to join the Data Center Innovation Initiative sit squarely in its AI capacity story. Management is already committing US$15b to Missouri data centers, contracting over 1 gigawatt of new power and co-developing additional capacity with utilities. Adding a potential orbital data center option and an industry-wide test bed for energy and materials...

格隆汇5月27日｜金山云(NASDAQ:KC，HKEX:3896)发布第一季度财报，营收同比增长37.2%，达到27.0亿元。其中，公有云业务收入同比增长47.5%至20.0亿元。智算云账单收入达10.0亿元，同比增长90.1%，占公有云收入比重首次超过一半，达50.1%。 季度内，金山云生态内外业务齐头并进。作为小米金山生态的唯一战略云平台，金山云牢牢把握生态内多样化的业务需求，生态内收入实现8.4亿元，同比增长68.9%，占总收入比例为31.0%。 此外，金山云依托现有技术产品积淀，加速拓展AI边界能力，本季度在互联网服务、通用模型、具身智能、智驾等领域实现业务突破。

文章提及标的 纽约金 -- 纽约期金失守4420美元/盎司，日内跌1.93%。

靠直播带货成功转型后，东方甄选还在寻找下一个风口。 近日，东方甄选方面宣布在上海开启即时零售业务的试运营，同步登陆京东秒送、淘宝闪购、美团三大头部平台，并透露该业务预计将于5月底落地北京。在试运营期间，东方甄选共计规划上架439个SKU，其中包含297款自营商品与142款品牌商品。 据了解，东方甄选已与京东物流达成战略合作，由后者为其上海、北京两地的即时零售业务前置仓提供资源保障。目前，东方甄选在上海已布设10个前置仓，6月将在北京设置6个前置仓（会持续增加），单仓辐射5公里服务圈。 事实上，东方甄选对于即时零售的布局早已开始，2024年初就曾开设抖音账号“东方甄选小时达”，并推出主播送货上门活动。只是不到半年时间，这一账号便停播断更。此次重启，东方甄选的决心明显更大、动作也更快。 考虑到直播电商的增长势头已经放缓，而即时零售作为新业态势头正猛，所以东方甄选这一举动并不让人感到意外。据商务部研究院的预测，即时零售市场规模将在2026年突破1万亿元，2030年达到2万亿元，并且品类边界正从“一日三餐”向“生活所需”全面拓宽，从应急消费向全场景、高品质方向演进。 至于即时零售兴起的原因，虽然直播间里能把一个烤肠讲出故事，但烤肠从下单到入口的距离，最终还是取决于物流和供应链的效率。而即时零售缩短的，正是这个距离。 需要注意的是，东方甄选的战略转型还有一个清晰的对标对象，那就是山姆会员店。相关数据显示，截至2025年，山姆线上业务占比历史性地突破50%。既然有了这样的珠玉在前，东方甄选自然不会错过。 再加上摆脱单一主播的依赖，是东方甄选近年来最为核心的诉求，而即时零售正是实现这一目标的关键抓手。在即时零售场景中，用户的购买决策基于产品性价比、品类刚需度、配送效率，与主播的人设、直播内容无关。而且东方甄选的自营产品中，休闲食品、生鲜日用占比颇高，这些高频、刚需品类天然就能适配即时零售。 而且多位核心主播的离开，不仅暴露了东方甄选内部改革的深层次问题，也进一步动摇了消费者对其的信任。对于东方甄选来说，此时就需要一个更具确定性的渠道来重建用户信任。通过即时零售的常态化运营，东方甄选可以让自营产品直面用户，以稳定的产品和履约体验重建用户信任，摆脱以往主播的人设绑定风险。 另一方面，东方甄选虽然是从抖音起步，但始终居安思危，一直在尝试多平台发展，希望提升经营自主性与抗风险能力。在这些...

文章提及标的 伦敦金 -- 纽约金 -- 现货黄金失守4420美元/盎司，日内跌1.99%。纽约期金失守4420美元/盎司，日内跌1.93%。