Nvidia and Palantir have a $120 billion warning for Wall Street that investors simply can't ignore MSN

Mapping the Market: Bets that Fed rates would rise are poised to strengthen Reuters

BTC dipped slightly by about 0.4% in the last 24 hours, closing at $76952. However, the spot Bitcoin ETF saw a net outflow of $1.26 billion in a single week, with whales depositing over 11000 BTC into exchanges, indicating clear selling pressure. Leading the advance, Micron Technology ( MU ) jumped over 19% and topped a $1 trillion valuation during the day after an aggressive UBS upgrade. Other AI-linked semiconductor stocks, such as Advanced Micro Devices ( AMD ) and Qualcomm ( QCOM ), rose, alongside mega-caps like Alphabet ( GOOGL ). TradingKey - The S&P 500 rose 0.61% to 7519.12 to notch fresh intraday and closing records, and the Nasdaq Composite climbed 1.19% to 26656.18 on a powerful chip-led surge. The Dow Jones Industrial Average slipped 0.23% to 50461.68 as healthcare and energy stocks dragged. U.S. media claim Washington has quietly resumed escort operations in the Strait of Hormuz, but the U.S. military denies this, and the risk to oil shipping remains far from over. According to reports, a Greek tanker carrying two million barrels of crude oil received U.S. Navy guidance while transiting the strait along the coast of Oman. The Navy plans to assist more than a dozen vessels, including tankers and container ships, over the coming days. U.S. military officials, however, say they are only maintaining routine liaison and navigation coordination and have not restarted "Operation Freedom." The ceasefire agreement is effectively dead. Iran has opened fire in retaliation for U.S. airstrikes. Mojtaba Khamenei, Iran's Supreme Leader, said Middle Eastern countries will no longer provide sanctuary for U.S. forces. The Islamic Revolutionary Guard Corps fired at a U.S. F-35 fighter jet and several drones that had entered Iranian airspace over the Persian Gulf. Brent crude oil prices spiked sharply, rising more than 3% intraday. Iran accuses the United States of violating the ceasefire agreement, and the unfreezing of overseas funds remains the main sticking point in t...

格隆汇5月27日｜汇成股份：拟以6000万元-1.2亿元回购公司股份，回购价格不超过27.71元/股。

一份刘强东最新的内部讲话视频。视频中，刘强东指出，“京东将建成最大物理世界运营商，20年之后，京东依然是中国拥有员工数最多的企业。”他介绍，京东内部启动了“涅槃项目”，本质就是要保住无数个蓝领工人的工作。在新技术浪潮下，京东在全国建立了80多个robobase（项目），培训蓝领工人机器人维修保养等新技能，帮助蓝领工人白领化，使其成为收入更高、更受社会需要的高级技术工人。刘强东称，“现在我们兄弟们很不容易，在大街上走，风里来雨里去，很苦很累，虽然我们给他们的收入待遇、各种保障是业内最好的，但对于我来讲，他们还是痛苦的，不是会让人享受的一种活”。他强调，对于被机器取代的一线员工，京东一个都不会开除，京东要把新技术对蓝领工人及其家庭的冲击降到最低。（新浪科技）

Key Points S&P Global has evolved into a broader financial infrastructure platform. The planned spin-off off its automotive intelligence unit could unlock hidden shareholder value. The market may still be valuing S&P Global through an outdated lens. 10 stocks we like better than S&P Global › Most investors know S&P Global (NYSE: SPGI) as one of the world's leading credit rating businesses. But over the years, the company has evolved into something more than that. Today, S&P Global spans benchmark indexes, commodity intelligence, enterprise analytics, and automotive intelligence through its Mobility division. 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 » And that last segment may be creating an interesting opportunity for shareholders. Why? Because S&P Global is preparing to spin off its Mobility business into a separate publicly traded company. In many ways, investors may effectively be getting a "buy one, get one free" deal: ownership in S&P Global's core financial infrastructure platform, while also receiving exposure to a stand-alone automotive intelligence business that the market may not yet fully appreciate. S&P Global has quietly evolved far beyond ratings For years, S&P Global's identity was tied closely to credit ratings. That business still matters enormously today. Whenever corporations or governments issue bonds, investors often rely on S&P's ratings to evaluate risk. But the company has gradually transformed into something much larger. Today, S&P Global also owns benchmark index businesses tied to trillions of dollars in exchange-traded funds (ETFs) and passive investment products. It operates major commodity pricing platforms and enterprise analytics systems used throughout global financial markets. In other words, the company has built an ecosystem deeply embedded in capital marke...

存储涨价仍在持续，国际三大存储原厂市值在5月接连突破万亿美元，长鑫上市估值过万亿元预期提升，但中长期估值仍存分歧 【财新网】 5月27日，上交所官网显示，长鑫科技集团股份有限公司（下称“长鑫科技”）首发上市获得上市委2026年第27次审议会议决定通过，本次发行由中金、中信建投联合保荐，意味着国产“存储双雄”上市更进一步。另一家闪存厂商长江存储也于5月19日在湖北证监局完成IPO辅导备案登记，开启IPO进程。 值得注意的是，国际三大存储原厂市值在5月接连突破万亿美元。当地时间5月26日，瑞银大幅上调美光（NASDAQ：MU）盈利预期，并将其目标价从535美元/股上调超200%至1625美元/股，引爆板块情绪。当日美光股价暴涨约19%至约895.88美元/股，市值首次突破1万亿美元；西部数据（NASDAQ：WDC） 、闪迪（NASDAQ：SNDK）、希捷（NASDAQ：STX）也同步跟涨。5月27日，SK 海力士（KRX：000660）股价收涨9.31%，市值同样突破万亿美元；三星电子（KRX：005930）股价也上涨2.68%，其市值于5月6日首次突破万亿美元。

Source: Bloomberg, 0:00

格隆汇5月27日｜蒙特利尔银行第二季度调整后每股收益为3.67加元，预期为3.41加元。

Crude prices slid over 3% on Wednesday as market participants balanced optimism surrounding U.S.-Iran peace negotiations against a backdrop of fresh military flare-ups. Brent crude ‌futures ( CO1:COM ) fell 3.5% to $96.16 a barrel at press time, while U.S. West Texas Intermediate ( CL1:COM ) dropped 4.3% to $89.87 a barrel. Tehran’s signaled that the strikes wouldn’t derail talks, while U.S. Secretary of State Rubio said it would take a few days to iron out a potential agreement. Capital Economics’ Kieran Tompkins notes that while oil options data suggests investors expect prices to ease over the next three months, they have unusually low conviction, WSJ reported. Options suggest investors see flows via the strait resuming soon as the most likely outcome, but they are implicitly placing a 37% chance on oil above $100 a barrel in three months, Tompkins said. July Brent futures rose 3.6% in the ​previous session after the U.S. carried out new strikes in Iran, hurting hopes over the weekend that Washington and Tehran would reach a peace deal. “We’ve seen little definitive news flow this week, leaving a sense that a deal might not yet be as imminent as hoped over the weekend,” analysts at Deutsche Bank said, as per WSJ. “However it seems talks remain on track.” Elsewhere, Russia is reportedly considering curbs on diesel and jet fuel exports as refinery run rates fall to multi‑year lows following intensified Ukrainian strikes on energy infrastructure. "With seasonal demand set to rise, authorities are urging producers to prioritise domestic supply. Any export restrictions would tighten global product markets, given Russia accounts for roughly 40% of global diesel exports," ING analysts said. More on Crude Oil Futures, Brent Futures OPEC Monthly Oil Market Report, May 2026 Is The U.S. Running Out Of Oil? Setting The Record Straight Kevin Warsh Is Walking Into A Bond Market Trap Brent crude climbs as Iran warns of retaliation after U.S. strike Oil slips 6% on US-Iran peace...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. BNP Paribas analyst Stefan Slowinski said Microsoft Corp is gaining momentum across its AI strategy as Copilot adoption improves, Azure growth accelerates, and concerns around OpenAI ease. Slowinski maintained an Outperform-equivalent "(+)" rating with a $555 price forecast, implying 33% upside from Microsoft's May 22 closing price of $418.60. Slowinski Says Copilot Adoption Is Improving Slowinski said Microsoft is now delivering on key AI priorities after investors previously questioned Copilot adoption while rivals such as Anthropic scaled rapidly. He noted that Microsoft has started rolling out features like Agent Mode more broadly after earlier delays tied to enterprise deployment cycles and gradual general-availability launches. Don't Miss: He said Microsoft can now leverage its distribution advantage across its massive Microsoft 365 installed base as Copilot capabilities become more accessible to enterprise users. BNP Paribas Sees Stronger Copilot Usage Trends Slowinski said Copilot user sentiment has improved significantly, while engagement trends across Excel, PowerPoint, and Word continue rising. He added that Microsoft recently highlighted stronger month-over-month engagement and retention metrics. BNP Paribas projects Copilot seats could exceed 25 million by the end of fiscal 2026, up by more than 10 million over the past two quarters. Slowinski also said that preview products such as Copilot Cowork are receiving positive feedback, arguing that Microsoft is responding effectively to competitive AI pressure, similarly to Alphabet's Gemini push. Azure Expansion Supports Growth Outlook Slowinski said BNP Paribas continues modeling Azure growth above 40% over the next several quarters as Microsoft expands AI infrastructure capacity. He said the recently launched Fairwater Wisconsin facility and the near-full-scale deployment of Fairwater Atlanta should help ac...

格隆汇5月27日｜横店东磁公告称，公司股票于2026年5月25日至27日连续三个交易日收盘价格涨幅偏离值累计超20%，属异常波动。经核实，公司前期披露信息无需更正补充，未发现媒体报道未公开重大信息，经营及内外部环境未变，公司、控股股东和实控人无应披露未披露重大事项，控股股东和实控人在波动期间未买卖公司股票。公司提醒投资者以指定媒体披露信息为准，理性投资。

BMO Financial press release ( BMO ): Q2 Non-GAAP EPS of C$3.67 beats by C$0.22 . Revenue of C$9.57B (+10.3% Y/Y) beats by C$100M . Provision for credit losses of C$739 million, a decrease from C$1,054 million Reported return on equity of 13.0%, compared with 9.4%; adjusted ROE of 13.5%, compared with 9.8% Common Equity Tier 1 (CET1) Ratio of 13.0%, compared with 13.5% More on Bank of Montreal Bank of Montreal (BMO:CA) Shareholder/Analyst Call Transcript Bank of Montreal (BMO:CA) Analyst/Investor Day - Slideshow Bank of Montreal (BMO:CA) Analyst/Investor Day Transcript BMO announces May distributions for certain BMO ETFs and ETF Series of BMO Mutual Funds BMO Financial sells its transportation and vendor finance businesses

Key Points The artificial intelligence (AI) industry wouldn't be moving at such a fast pace without constant innovation from the semiconductor sector. Cohu supplies semiconductor testing and handling machines that play a key role in quality assurance during the manufacturing process. Cohu's revenue growth is forecast to accelerate in 2026, and Wall Street thinks its stock is an unequivocal buy right now. 10 stocks we like better than Cohu › The semiconductor industry is at the heart of the artificial intelligence (AI) revolution. Without advanced chips and networking components for data centers, developers wouldn't have enough computing capacity to build and deploy AI models. Nvidia, Advanced Micro Devices, and Micron Technology are just a few key suppliers of that hardware. However, many lesser-known companies operate behind the scenes to supply machines and equipment that make the manufacturing process more efficient. Cohu (NASDAQ: COHU) is one of them -- its testing and handling systems play a central role in the quality control process, ensuring chips are free of defects before they ship to customers. 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 » Cohu stock has exploded higher by 160% over the last 12 months on soaring demand for its equipment. But all of the analysts tracked by The Wall Street Journal think it's still a buy, and their consensus price target suggests more upside is ahead. Is this the ultimate under-the-radar AI opportunity for investors? Cohu's systems are critical to the manufacturing process Cohu sells equipment to chipmakers for the automotive, computing, mobile, industrial, consumer, and AI markets. The AI opportunity might be the largest in the company's history, and I'll go over some numbers in a moment. Cohu's Eclipse platform handles the data center chips used in AI ...

Palantir Technologies (NASDAQ: PLTR) and BigBear.ai (NYSE: BBAI) are being evaluated by investors seeking to identify which artificial intelligence company holds a clearer competitive edge. The central question for those considering either stock is which of these two AI firms is better positioned to outperform as the sector evolves into 2026. Competitive advantage has emerged as the defining metric separating strong AI investments from weaker ones in an increasingly crowded market. Both companies operate within the artificial intelligence space, but the nature and strength of their respective advantages remain key points of differentiation for analysts and investors. Investors are being urged to look beyond surface-level AI exposure and focus on which company is demonstrating a measurable and sustainable edge over its competitors. The comparison between the two firms reflects a broader trend of investors becoming more selective as the initial wave of AI enthusiasm gives way to scrutiny of fundamentals. Identifying a clear competitive advantage has become the standard by which market participants are increasingly judging the long-term viability of AI-focused companies. The question of which stock represents the better buy ultimately hinges on which company can most convincingly demonstrate that its position in the AI landscape is defensible. Neither enthusiasm for the sector nor broad AI exposure alone is considered sufficient to justify a strong investment case in the current environment. As 2026 continues, the debate between Palantir (NASDAQ: PLTR) and BigBear.ai (NYSE: BBAI) is expected to sharpen as each company’s competitive standing becomes clearer to the market.

Palantir (PLTR) And BigBear.ai Face Off As Investors Weigh Competitive Advantage foreignpolicyjournal.com

Apple Inc. (NASDAQ:AAPL - Get Free Report)'s share price hit a new 52-week high during mid-day trading on Wednesday . The stock traded as high as $311.82 and last traded at $308.33, with a volume of 47946653 shares trading hands. The stock had previously closed at $308.82. Get Apple alerts: Sign Up Key Headlines Impacting Apple Here are the key news stories impacting Apple this week: Analyst Ratings Changes Several brokerages have recently issued reports on AAPL. Needham & Company LLC reaffirmed a "hold" rating on shares of Apple in a research report on Friday, May 1st. Wedbush restated an "outperform" rating and issued a $400.00 target price (up from $350.00) on shares of Apple in a research note on Friday, May 8th. BNP Paribas Exane upgraded Apple from a "neutral" rating to an "outperform" rating and set a $300.00 target price for the company in a research note on Friday, April 17th. Phillip Securities upgraded Apple from a "moderate sell" rating to a "hold" rating in a research report on Sunday, February 1st. Finally, Citigroup reissued a "buy" rating on shares of Apple in a report on Tuesday, April 21st. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $310.31. View Our Latest Analysis on AAPL Apple Trading Down 0.2% The stock has a market capitalization of $4.53 trillion, a P/E ratio of 37.28, a price-to-earnings-growth ratio of 2.69 and a beta of 1.06. The stock has a 50-day moving average price of $271.87 and a two-hundred day moving average price of $269.16. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.02 and a current ratio of 1.07. Apple (NASDAQ:AAPL - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The iPhone maker reported $2.01 earnings per share f...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Okta (NasdaqGS:OKTA) is serving as the identity management provider for Automation Anywhere's new EnterpriseClaw AI automation platform. The solution, launched in partnership with Cisco, NVIDIA, and OpenAI, introduces enterprise wide claw style AI agents to handle complex workflows across cloud and on premises environments. Okta's role centers on secure, centralized authentication and policy enforcement for AI driven work streams. For investors tracking NasdaqGS:OKTA, this development comes as the stock trades at $93.81, with a return of 9.5% over the past week and 23.5% over the past 30 days. Over a longer horizon, the stock is up 4.1% over three years but down 25.3% over the past year and down 57.1% over five years, reflecting a mixed performance profile. The EnterpriseClaw partnership places Okta in a central position for how large companies may choose to control identity for AI agents that operate across multiple environments. For readers, the key considerations include how broadly these AI automation frameworks are adopted and whether identity centric architectures like Okta's emerge as a standard layer for managing enterprise AI workloads. Stay updated on the most important news stories for Okta by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Okta. NasdaqGS:OKTA Earnings & Revenue Growth as at May 2026 📰 Beyond the headline: 0 risks and 3 things going right for Okta that every investor should see. Quick Assessment ⚖️ Price vs Analyst Target : At US$93.81, Okta trades about 8% below the US$101.59 analyst price target, sitting within the typical target range. ✅ Simply Wall St Valuation : The stock is described as trading 27.1% below an estimated fair value, which flags a potential value gap. ✅ Recent Momentum: A 23.5% return over the past 30 days shows stron...

财联社5月27日讯（编辑 牛占林） 达拉斯联储主席洛里·洛根周三表示，若霍尔木兹海峡因美以伊战争长期无法恢复正常通航，全球可能不得不寻找减少石油和天然气消费的方法。 在这场已持续三个月的冲突中，伊朗持续限制霍尔木兹海峡的航运通行，推高了能源、食品和化肥价格。战争爆发前，全球约五分之一的石油和液化天然气运输需经过这条狭窄水道。 洛根当天表示：“当前能源供应高度受限，如果霍尔木兹海峡的航运量无法尽快恢复至战前水平，那么全球石油和天然气消费的降幅可能将明显超过目前水平。” 她指出：“其经济后果将取决于终端用户能够在多大程度上转向其他能源来源，或通过提高能效来减少化石能源使用；否则，就只能通过压缩经济活动来实现需求下降。” 根据达拉斯联储近期的一项调查，美国石油行业高管预计，今年美国原油产量仅会增加25万桶/日，明年增幅也仅约50万桶/日。 而自中东战争爆发以来，全球石油供应已减少约1300万桶/日。目前，这一缺口主要依靠消耗库存来弥补，但洛根强调，库存终究是有限的。 “无论以何种方式，我预计能源市场很快都会重新达到一种脆弱的平衡，”洛根表示，“如果没有足够的能源供应，世界就无法继续维持当前的消费水平。” 在上个月的利率决议中，洛根是三位投下反对票的美联储官员之一。她认为，鉴于能源等价格上涨，美联储应在政策声明中明确释放一种信号，即未来加息的可能性与降息同样存在。 不过，在周三这场不对媒体开放的会议上，她并未对美国经济前景或近期货币政策方向作出进一步评论。 洛根同时借此次讲话呼吁增强美国国债市场的韧性。她建议，对美联储自身的美债交易实施集中清算，并在现有常备回购工具之外，进一步完善美联储的流动性工具体系。她指出，当前杠杆投资者持有的美国国债比例正在不断上升。 她警告称：“在美债价格或融资环境受到冲击时，杠杆头寸可能会迅速平仓。” 洛根表示：“美国国债市场是政府融资、投资资金流动，以及货币政策实施与传导的基础。维护其韧性，需要持续的努力与警惕。”

格隆汇5月27日｜据陈果微博，陈果策略认为，当前半导体周期短期景气度很高，没有问题。但他提醒，这个牛市不能“醉”，因为如果在高点买入，可能会被套很长时间而无法解套。与2000年买入亚马逊不同——即使当时市场大幅下跌，亚马逊最终还是能涨回来——半导体板块未必具备同样的修复能力。

May 27, 2026 UPDATE After the Whistle with Brendan Hunt and Rebecca Lowe returns Available on Apple News and Apple Podcasts, the hit podcast will feature commentary on the upcoming World Cup from the fan-favorite duo Today, Apple News announced that After the Whistle with Brendan Hunt and Rebecca Lowe will return on June 7 for a third season, which will feature the iconic duo’s passionate and hilarious coverage of the upcoming World Cup. Brendan Hunt, actor and cocreator of the Emmy Award-winning Apple TV series Ted Lasso, and Rebecca Lowe, host of NBC Sports’ Premier League coverage and cohost of FOX Sports’ FIFA World Cup 2026 coverage, will break down key games and recap the most exciting moments on and off the pitch. “We are thrilled to bring After the Whistle back for a third season,” said Eddy Cue, Apple’s senior vice president of Services and Health. “Brendan and Rebecca have an incredible ability to capture the energy and passion of the World Cup. Their unique dynamic and deep love for soccer make this show an absolute can’t-miss for fans everywhere.” “The World Cup is always unpredictable except for one thing — it’s guaranteed to repeatedly leave me an emotional wreck,” said Hunt. “Lucky for me, I’ll have these regular chats with the great Rebecca Lowe to get me through it. And maybe, just maybe, these same chats can help everybody else get through the tournament, too.” “When Brendan and I get together to talk about the beautiful game, it usually includes hysterical laughter, a few tears, or something in between,” said Lowe. “And with one of the biggest sporting and cultural events of our lifetimes being our backdrop this time, I can’t wait for the emotional roller coaster that this World Cup will take us on, and getting to relive it all with Brendan on After the Whistle.” Produced by Apple News, and presented by Verizon, After the Whistle will be available in audio and video on Apple News, Apple Podcasts, and wherever users get their podcasts. The trailer ...

The rally in US stocks is set to stretch into a fifth day as optimism around artificial intelligence, lower oil prices and easing bond yields spurred traders to grow increasingly bullish. Former BP Plc Chairman Albert Manifold says he was fired without warning or explanation and will challenge the company’s version of events, deepening the turmoil around the UK oil major’s latest leadership change. The company didn’t provide further details in its statement, but people close to BP who requested anonymity said there’d been complaints about aggressive behavior by Manifold toward employees, as well as of mishandling sensitive information and seeking to bypass the board. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Joumanna Bercetche and Tom Mackenzie. (Source: Bloomberg)