格隆汇5月26日｜比特币升破78000美元，日内涨0.91%。

Sundry Photography/iStock Editorial via Getty Images In my opinion, Okta Inc. ( OKTA ) is heading toward becoming a potential foundational security standard for today's software/machines era. Currently, Okta is transitioning from human-centric access identity management toward management of digital agents and non-human identities. What makes Okta interesting to me is that it remains one of the few independent identity providers in a market controlled by end-to-end platform companies. While Microsoft remains a formidable floor for basic identity needs, I believe Okta's Universal Directory acts as the centralized identity system for user and device profiles. Despite the strong outlook, in my view, the current share price lacks the necessary margin of safety to protect any investor against increasing cybersecurity risks and intense pressure from platform rivals. Neutrality Moat in a Multi-Cloud World Okta's core strength is based on its vendor-agnostic aggregator model, which manages access across 20000+ organizations. Unlike Microsoft Entra ID, which is usually bundled with the Microsoft 365 suite , Okta allows enterprises to adopt their tech stack without ecosystem lock-in. I believe Okta's Integration Network (OIN) serves as a critical hub for security, featuring 7000 pre-built integrations. In my view, the scale of these integrations creates meaningful switching costs and ecosystem advantages and a barrier to entry for new competitors. As of January 31, 2026, more than 20,000 customers across nearly every industry used our solutions to secure and manage identities around the world. These customers consist of leading global organizations ranging from the largest enterprises to small- and medium-sized businesses, universities, nonprofits and government agencies. We partner with a broad range of application, IT infrastructure and security vendors through our Okta Integration Network. As of January 31, 2026, we had over 7,000 integrations with these cloud, mobile and w...

格隆汇5月26日｜洲际交易所（ICE）纽约可可期货上涨近10%，至每公吨4,174美元。

Image source: The Motley Fool. Tuesday, May 26, 2026 at 8 a.m. ET Call participants Chief Executive Officer — Jun Peng Chief Technology Officer — Tiancheng Lou Chief Financial Officer — Haojun Wang Investor Relations Host — George Shao Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Revenue -- $34.3 million, up 145% year over year, with core growth across all business segments. -- $34.3 million, up 145% year over year, with core growth across all business segments. Robotaxi Revenue -- $8.6 million, an increase of 395% compared to $1.7 million in the same period last year, driven by higher paid order volume and fleet expansion. -- $8.6 million, an increase of 395% compared to $1.7 million in the same period last year, driven by higher paid order volume and fleet expansion. Fare Charging Revenue -- Grew 46%, bolstered by expanded operations into core downtown areas and increased service coverage during peak hours. -- Grew 46%, bolstered by expanded operations into core downtown areas and increased service coverage during peak hours. Robotruck Revenue -- $10.2 million, up 31% from $7.8 million, reflecting growth in long-haul business and a diversified client base. -- $10.2 million, up 31% from $7.8 million, reflecting growth in long-haul business and a diversified client base. Intelligent Solutions Revenue -- $15.5 million, a 246% increase, mainly from a surge in autonomous domain controller (ADC) shipments for low-speed delivery applications. -- $15.5 million, a 246% increase, mainly from a surge in autonomous domain controller (ADC) shipments for low-speed delivery applications. Fleet Scale -- Robotaxi fleet exceeded 1,700 vehicles, with a revised year-end target of over 3,500 vehicles versus prior guidance of 3,000. -- Robotaxi fleet exceeded 1,700 vehicles, with a revised year-end target of over 3,500 vehicles versus prior guidance of 3,000. Registered Users -- Grew more than 200%, supporting increased weekly average paid orders, wh...

Image source: The Motley Fool. Tuesday, May 26, 2026 at 8 a.m. ET Call participants Rotating President — Xiao Liu SVP of Operational Finance — Peter Zhang Need a quote from a Motley Fool analyst? Email [email protected] Risks The effective supply of high-quality data centers remains relatively limited, constrained by utility and power quotas in core regions. Significant planned capacity expansions and project delivery are subject to government approvals for land and power quotas. Management confirmed these are actively being sought but not yet fully secured. Takeaways Net Revenues -- RMB 2.69 billion, up 19.8% year over year, primarily led by wholesale business expansion. -- RMB 2.69 billion, up 19.8% year over year, primarily led by wholesale business expansion. Wholesale Revenues -- RMB 1.06 billion, an increase of 58.1% year over year, with key contributions from NOR campus 01 and 028. -- RMB 1.06 billion, an increase of 58.1% year over year, with key contributions from NOR campus 01 and 028. Retail Revenues -- RMB 1.02 billion, up 5.4% year over year. -- RMB 1.02 billion, up 5.4% year over year. Non-IDC Revenues -- RMB 606.6 million, a modest increase of 0.3% year over year. -- RMB 606.6 million, a modest increase of 0.3% year over year. Adjusted EBITDA -- RMB 891.5 million, rising 30.6% year over year, driven by wholesale business growth. -- RMB 891.5 million, rising 30.6% year over year, driven by wholesale business growth. Adjusted Cash Gross Profit -- RMB 1.21 billion, a 25.1% increase year over year. -- RMB 1.21 billion, a 25.1% increase year over year. Adjusted Cash Gross Margin -- 45%, up from 43.1% in the prior year period. -- 45%, up from 43.1% in the prior year period. Adjusted EBITDA Margin -- 33.1%, an improvement from 30.4% in the comparable period last year. -- 33.1%, an improvement from 30.4% in the comparable period last year. Wholesale Capacity in Service -- 907 megawatts, up 18 megawatts quarter over quarter as of March 31, 2026. -- 907 megawat...

Sign up now! Sign up now! Sign up now? Sign up now! After spending the best part of 30 years letting their own fans down, Everton chose Sunday afternoon to disappoint fans of almost every other Premier League team. David Moyes had one big chance to end a season that promised so much but ultimately fizzled out into nothingness on a high! Instead, while Leeds were holding up their end of the quid pro quo by letting West Ham steamroller them in east London, the scouse spoilsports couldn’t even manage a shot on target at Tottenham until the ninth minute of added time. Indeed, even if Tyrique George’s late drive hadn’t been saved by redemption’s Antonin Kinsky, it wouldn’t have counted for anything, because João Palhinha had already given Spurs a one-goal lead. And that was that . Spurs are safe and, after Hearts not winning the Scottish Premiership and Arsenal not bottling the title race, it was further evidence to suggest that many people with skin in the beautiful game are simply not allowed to have nice things. Continue reading...

格隆汇5月26日｜存储概念股涨幅持续扩大，美光科技涨超15%续刷历史新高，AppLovin涨9.3%，西部数据涨8.8%，闪迪涨7.2%，领跑纳斯达克100指数成分股，指数目前涨超1.6%；半导体指数涨超4.9%。

小米集團一季度淨利潤同比下降逾56% 更新 2026-05-26 10:25 PM 【大紀元2026年05月26日訊】今年第一季度，小米集團營業收入同比下降10.9%，淨利潤同比下降56.5%。 5月26日，小米集團公告，2026年第一季度營業收入991.42億元（人民幣，下同），同比下降10.9%，環比下降15.5%；淨利潤47.35億元，同比下降56.5%，環比下降27.4%；經調整淨利潤60.72億元，同比下降43.1%，環比下滑4.4%。 業務拆分來看，一季度小米手機×AIoT分部收入793億元，智能電動汽車及AI等創新業務分部收入199億元。 小米方面稱，一季度全球經濟地緣不確定性、核心器件與大宗商品價格上漲、行業競爭加劇等帶來多重逆風，集團正持續優化經營效率，加碼AI等底層核心技術建設。 同天，小米集團發布一項200億港元的股份購回計劃公告。公告稱，這項股份購回計劃從今年6月2日開始生效，為期一年。 此前4月14日，全球技術市場研究諮詢機構Omdia發布的數據顯示，2026年第一季度，中國國內智能手機出貨量6980萬台，對比2025年第一季度7090萬的出貨量，出貨量減少了約110萬。期內，蘋果手機在中國市場同比暴增42%，市場占有率高達19%，小米手機則大幅下降35%，市場占有率跌至12%。 責任編輯：夏松#

Micron, Rocket Lab, and These Stocks Explain Today’s Market Barron's

The tech rally continued Wednesday even as it remained unclear which way diplomatic efforts would go between the U.S. and Iran. Wall Street appears to believe a peace deal to reopen the Strait of Hormuz is still in reach. The tech-led market gains were being driven by chip stocks again, as Micron Technology jumped 15%, leading the S&P 500.

$Micron Technology (MU.US)$ diamond hands !!!! [Joyful] Moomoo

UBS raised its target on Micron to a Street-high $1,625 from $535, arguing AI has structurally changed the memory market

Shares of Micron Technology climbed to a record intraday high on Tuesday after UBS issued a dramatically higher price target, with the bank contending that the rise of AI has fundamentally altered how the company deserves to be valued. UBS analyst Timothy Arcuri raised his price target to $1,625 from $535 — a Street-high figure that implies roughly 116% upside from Friday's close, according to CNBC. Early trading saw the shares jump over 10%, a move that marked Micron's 30th intraday record of the year. Should the stock reach that level, Micron's total market value would swell to an estimated $1.8 trillion — enough to place it seventh on the list of largest U.S. companies, trailing only Nvidia, Alphabet, Apple, Microsoft, Amazon, and Broadcom, while surpassing Tesla, Meta, and Berkshire Hathaway, according to Yahoo Finance. Central to the call is a shift in how Micron signs deals with customers. Arcuri noted that newer long-term agreements, typically lasting three to five years, now include fixed volume commitments and a partially fixed pricing structure — a departure from prior contracts that were based purely on volume, according to CNBC. According to Arcuri, the arrangements benefit Micron by evening out its earnings and revenue trajectory while giving investors clearer insight into how much demand customers have already committed to. For years, Wall Street priced Micron as a company at the mercy of volatile DRAM and NAND memory cycles, buying during troughs and selling during peaks. Arcuri argued that AI is breaking that pattern by providing the company with more predictable demand. "The market will start to put a more 'normal' multiple on the stock and MU will continue to re-rate higher," he said, according to CNBC. UBS kept its buy rating in place, a stance broadly shared across Wall Street — LSEG data cited by CNBC shows that 43 of the 46 analysts who cover Micron carry a buy or strong buy recommendation. The stock has gained 704% over the past year. The move...

00:04 Speaker A Sizzling runs for memory chip stocks like Micron and SanDisk have set ablaze a new ETF designed to profit more broadly from the favorable industry dynamics, the Roundhill Memory ETF. The first ever pure play memory chip ETF officially debuted and began trading on April 2nd. Top holdings of the ETF are a who's who of momentum stocks for 2026: SK Hynix, Micron, Samsung Electronics and of course, SanDisk. The ETF has only known up and to the right on the charts. It's up about 85% since its debut, topping a record $10 billion in assets over 30 trading days, points out the Kobe Yesa Letter. The fund is now the fastest growing ETF in history. Tom Brooke and Inez are here. Um, and Inez, I want to come over to you because we've seen a lot of different bubbles in our time here, Yahoo Finance, cannabis, you name it, but there are reasons behind the memory stock rally and chi- and mostly because of the supply ja- supply demand dynamics. I mean, we are requiring more chips and these companies can't make them. But at what point does this momentum just stop because we know the story already. 00:54 Inez Right. And the street is saying that you are going to see these memory supply crunches into 2027, uh, and perhaps beyond that because of AI inference, gigantic AI. Um, I think that what's been interesting is some commentary that was said by Jonathan Ross who was the founder of Grok who that was uh acquired by Nvidia. And he said in a conference earlier this month that when you have something like memory that is becomes so expensive, eventually engineers uh, work around that. So if something becomes too expensive, too scarce, then you have a solution that that that is that comes a- after that. And so what he was basically saying is, don't make it so scarce or expensive that you're going to have the industry uh work around this uh memory issue. He was saying build more memory fabs basically. But I thought that that was some interesting commentary from somebody very mu...

继上个月发行4180亿日元次级债券后， 软银 集团于5月25日宣布，计划再度面向个人投资者发行2600亿日元（约合16.4亿美元）的混合债券，以支撑其激进的人工智能投资战略。这是软银在短短两个月内第二次重返日本零售债券市场，凸显了其对资金的渴求。 根据公告，此次发行的债券为35年期次级混合债券，每份面值为100万日元，前5年的拟定票面利率为4.80%至5.60%，此后将转为浮动利率，评级机构日本格付研究所给出的初步评级为“BBB+”。债券的认购期为6月8日至18日，预计于6月19日正式发行。此次募集资金将主要用于置换2027年到期的美元混合债券。 这一融资行动的直接背景是软银对OpenAI的巨额押注。作为OpenAI的最大股东，软银已承诺向其投资近650亿美元，其中仅第一笔100亿美元的资金已于今年4月通过一笔400亿美元的过桥贷款完成支付。面对即将到期的巨额短期债务和持续的资金需求，软银正通过多种渠道筹集“弹药”。市场消息称，OpenAI正在筹备首次公开募股，最快可能于今年秋季上市，估值有望达到1万亿美元。一旦OpenAI成功上市，将为软银带来巨额的投资回报，极大地缓解其当前面临的资金与经营压力。 然而，软银激进的融资步伐也引发了市场对其资产负债表健康状况的担忧。数据显示，软银的信用违约互换仍是日本公司中最高的之一，标普全球评级也因担忧其资产流动性，于3月份将软银的评级展望从“稳定”下调至“负面”。分析师指出，软银的AI投资故事虽诱人，但投资者在关注其增长潜力的同时，也需密切留意其不断攀升的融资成本和债务风险。 责任编辑：张俊 SF065

核心要点 欧洲央行一位高层政策官员向 CNBC 表示，欧央行将 采取一切必要行动 ，把通胀控制在目标区间内。 市场普遍预期欧央行将在下次议息会议上加息。 受伊朗局势影响，欧元区通胀率攀升至 3%；而在冲突爆发前，通胀曾一度跌破欧央行 2% 的目标值。 法国央行行长、欧洲央行管理委员会委员弗朗索瓦・维勒鲁瓦・德加洛周二在新加坡接受 CNBC 记者莉萨・金采访，他向主权债券市场释放信号：欧洲各国央行将全力降低伊朗局势带来的冲击。 霍尔木兹海峡通行受阻推动油价飙升，市场担忧能源危机将再度推高全球通胀。 维勒鲁瓦・德加洛明确表示：“作为独立央行，欧洲央行会采取一切必要手段，让通胀回归目标水平。我代表欧央行表态，我们力争在中期将通胀回落至 2%，市场大可放心。” 今年 2 月 28 日，美以联合打击伊朗，中东冲突爆发。在此之前，欧元区通胀率已降至 1.9%，低于欧央行 2% 的目标。随后通胀持续反弹，3 月升至 2.6%，4 月进一步攀升至 3%。 欧洲高度依赖能源进口，面对能源冲击尤为脆弱。近几个月，汽油、柴油、航空燃油价格大幅上涨，部分国家已出台干预措施，业内还预警今夏或将出现航班大面积取消的情况。 维勒鲁瓦・德加洛称，市场担忧通胀全面蔓延至金融领域，这一情绪在国债市场表现得尤为突出。 “中东冲突带来的影响显而易见。短期内，油价上涨会直接推 高通 胀，形成 第一轮冲击 。而我们的责任，甚至可以说是我们的承诺，就是严防通胀产生 第二轮传导效应 。” 自冲突爆发以来，全球国债市场剧烈波动。作为欧元区基准的德国 10 年期国债收益率上行约 32 个基点，其他欧元区债券波动幅度更大。债券收益率与价格走势相反，收益率走高，反映出投资者已开始计价高通胀预期与偏鹰派的货币政策。 他解释，欧央行上月将基准利率维持在 2% 不变，原因是当时尚未掌握充足数据，无法判断通胀是否出现第二轮传导。这类关键数据包括剔除能源、食品后的核心通胀、居民与企业的通胀预期以及薪资增速等。 “目前数据显示，本轮通胀主要还是首轮冲击所致，但我们必须高度警惕第二轮风险。请大家坚信，我们会根据形势需要果断行动。” 伦敦证券交易所集团的数据显示，市场几乎一致押注欧央行将在 6 月议息会议加息，多数交易员预计今年内累计加息幅度至少达 50 个基点。 欧央行行长克里斯蒂娜・拉加德在 3 月底曾表示，即便本轮通胀上行只是短期...

Image source: The Motley Fool. Tuesday, May 26, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer and Interim Chief Financial Officer — Pablo Pinillos Chief Strategy Officer — Ian Arroyo Vice President of Investor Relations — Anat Earon-Heilborn TAKEAWAYS Revenue -- $7.2 million, up 3% year over year. -- $7.2 million, up 3% year over year. Transactions Processed -- 425,000, representing 15% year-over-year growth, which was below the>20% growth target due to Middle East disruptions. -- 425,000, representing 15% year-over-year growth, which was below the>20% growth target due to Middle East disruptions. Gross Booking Value (GBV) -- $343 million, up 24% year over year, driven by elevated freight rates despite lower transaction volume. -- $343 million, up 24% year over year, driven by elevated freight rates despite lower transaction volume. Adjusted EBITDA -- Negative $2.8 million, in line with company expectations for the quarter. -- Negative $2.8 million, in line with company expectations for the quarter. Non-IFRS Gross Margin -- 73.5%, consistent with the long-term target range of 70%-80%. -- 73.5%, consistent with the long-term target range of 70%-80%. Active Carrier Network -- 79 active carriers reported, an increase from 77 in the prior quarter. -- 79 active carriers reported, an increase from 77 in the prior quarter. Annualized Cost Savings Target -- $4.5 million expected to be realized starting in Q4 from the cost optimization plan executed at the end of March. -- $4.5 million expected to be realized starting in Q4 from the cost optimization plan executed at the end of March. Cash and Short-Term Deposits -- $23.5 million at quarter-end; company claims this is sufficient to support operations and the path to breakeven. -- $23.5 million at quarter-end; company claims this is sufficient to support operations and the path to breakeven. Solutions Pipeline -- Management stated the commercial pipeline for solutions is approximately double the size it was a...

(RTTNews) - Stock of Vicor Corporation (VICR) is gaining about 13 percent in Tuesday morning trading after the company raised its revenue guidance for the second quarter in view of rising product revenues and royalties from an additional licensee to its patented power system technology. The company's shares are currently trading at $303.35 on the Nasdaq, up 13.18 percent. The stock opened at $295.26 and has climbed as high as $305.81 so far in today's session. Over the past year, it has traded in a range of $41.58 to $316.82. The company now anticipates revenue in the range of $126 million to $142 million for the quarter. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

00:00 Speaker A Ferrari uh released an electric car. How's it pronounced? 00:02 Speaker B Luce. 00:02 Speaker C Luce. 00:03 Speaker A Luce. 00:03 Speaker B I just, I've been saying it all morning because I 00:05 Speaker A I was like the old Lucy. 00:06 Speaker B light. 00:07 Speaker A Okay. Uh, and I think I hope we have a picture of this thing. Uh, which was very blue in the mock of what they released. It's very smooth and it feels like very un Ferrari and I don't think people are a huge fans of this thing. 00:23 Speaker B No, I mean, if you look at the reaction online, I mean, journalists have been kind of like trying to be fair about this. I wrote about design departure, a surprising, 00:31 Speaker C Yeah, 00:32 Speaker B surprising sort of 00:34 Speaker C diplomatic. 00:35 Speaker B look for this car that's so unlike any Ferrari I've ever seen, right? The reaction online has been quite negative in terms of just shock and and just awe like what is going on here. But I think if we talk about the car, it's meant who's it targeting? It's not targeting the current Ferrari owner. and I think that's the big thing that they want to talk about is we're approaching a new owner, we're approaching, maybe it's uh people in Asia, China, it's younger people with more tech forward people. That's what they're looking for, but I mean it's such a weird looking car. 00:54 Speaker A All right, so we kind of now know what the reaction is to the car, 640 grand. Um again, it feel so Jony 01:00 Speaker A Ive's firm was involved in the design exterior and interior. It feels in a lot of ways. I saw people making this comment like this is what the Apple car would have been if Apple had gone on ahead with it. But I guess you got to see the car and talk to the company in a vacuum before there'd been a public reaction to it. 01:11 Speaker C So you saw it in person? 01:12 Speaker B No, no, not 01:13 Speaker A But like, but like you saw a picture. Like like you had a little bit of a lead time a...

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里一堆专业术语不知道算利好还是利空？请看财联社公司新闻部 《速读公告》 栏目，我们派驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 财联社5月26日讯（记者 肖良华） 不超过1.9亿股，约占总股本4.99%，今日晚间， 钛能化学 （002145.SZ）新一期员工持股计划规模力度靠前，堪称“大手笔”，该计划覆盖约200名核心员工，范围较广。 钛能化学年报显示，钛白粉、磷矿和黄磷的销售收入占公司2025年总销售收入的87%以上，钛白粉的年产能接近70万吨，磷矿年产能为50万吨，黄磷年产能为12万吨，磷酸铁年产能为10万吨。此外，公司成功完成了多个项目的实施，特别是在磷化工领域，通过收购双阳磷矿实现了资源的整合，增强公司的市场竞争力和盈利能力。 “钛能化学主业是钛白粉，该行业正在经历产能出清，中小产能大比例停产、减产，虽然今年钛白粉几次提价主要源自成本驱动，不过随着竞争格局的优化，未来行业有望步入景气周期。”上海一位钛白粉行业观察人士对财联社记者表示，钛能化学本期股权激励价格为4.6元，低于公司5月26日4.26元的收盘价，可见公司对未来较为看好。 从今年3月份以来，国内主要钛白粉生产企业已经连续四轮涨价，累计涨幅在3500元/吨左右。该观察人士表示，未来三到五年，钛白粉传统的需求将呈现小幅增长态势，同时，新能源车、光伏等新兴领域的需求也或将逐步释放，占比也有望逐步提升。 据涂多多数据，2025年底至今，钛白粉行业已永久关停+长期停产约15万吨，减产约20万吨，全部是硫酸法小厂和外资老线；钛能化学等龙头只减产不关停，行业正加速向头部集中。 值得注意的是，2026年钛白粉出口形势较好。海关数据显示，2026年一季度钛白粉累计出口53.68万吨，同比增幅7.15%；其中，3月出口量约20.15万吨，同比增长8.92%，环比增长33.03%。 据公告，钛能化学本员工持股计划规模为不超过1.9亿股，约占总股本4.99%；资金上限8.74亿元。本员工持股计划的股票来源为公司回购专用账户回购的钛能化学A股普通股股票。 据证监会《上市公司股权激励管理办法》（2018 修订），上市公司员工持股计划单期需 ≤ 总股本4.99%，钛能化学本期计划为顶格规模。 钛能化学公告显示，公司本期员工持股计划≤20...

May 26 (Reuters) - Shares of ⁠Micron Technology climbed about 14.2% in early trading on Tuesday ⁠after brokerage UBS sharply raised its target price for the ‌stock citing stronger AI demand and long-term supply deals, taking the chipmaker closer to $1 trillion in market value. The revised target - the highest among the 46 brokerages covering the ​stock - implies a potential valuation of close to $1.8 ⁠trillion for the company ⁠by the next twelve months, compared with a market capitalizationof $846.93 billion as ⁠of ‌close on Friday. • UBS raised the price target more than threefold to $1,625 from the earlier $535, compared with the stock's Friday ⁠close of $751. • The brokerage said the emergence of long-term ​agreements across the ‌industry, locking in volumes and partially fixing prices could stabilize ⁠Micron's historically volatile ​earnings profile. • These deals are expected to cover a growing portion of DRAM supply, providing greater demand visibility and reducing pricing swings, according to the ⁠brokerage. • There was "no reason" Micron should trade ​much differently from Nvidia on a price-to-earnings basis as long-term agreements and AI-driven demand reshape the company's earnings and visibility,UBS said. • The brokerage added ⁠that hyperscalers are increasingly willing to trade pricing flexibility for long-term supply assurance, a shift that underpins the contracts and helps stabilize the sector. • As a result, UBS expects Micron to command a higher valuation ​multiple, moving closer to other semiconductor peers ⁠as investors gain confidence in its longer-term earnings durability. • Micron was trading ​at 8.42 times expected earnings over the ‌next 12 months, compared with 21.1 for ​the benchmark S&P 500 index and 24.66 for the Nasdaq 100. (Reporting by Rashika Singh in Bengaluru; Editing by Jonathan Ananda)