格隆汇6月8日｜据以色列i24新闻台，以色列北部响起红色警报。

We’d like to hear about your favourite films made by the director and why you love them On Sunday we published the best Steven Spielberg films chosen by directors, critics and super fans. Now we’d like to hear from our readers – what is missing from our list and which Spielberg movie means the most to you? If you’re having trouble using the form click here . Read terms of service here and privacy policy here . Continue reading...

Annual killing of infant gannets has been carried out on a remote Scottish island for at least 400 years Animal welfare campaigners have called for talks on phasing out the “inhumane” hunt for infant gannets known as guga, which are killed by hunters on a remote Scottish island once a year. OneKind and the League Against Cruel Sports said it should be slowly phased out in dialogue with the Hebridean islanders who see the hunt, which has been carried out for at least 400 years, as a cultural pursuit and as sustainable food harvesting. Continue reading...

Key PointsThe 2026 Social Security Trustees report will likely come out in the next few weeks.

There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on June 2, Radian Group, Inc.'s Chief Executive Officer- Elect, Michael S. Weinbach, invested $5,768,292.20 into 170,000 shares of RDN, fo

格隆汇6月8日｜美国钢铁公司计划向其蒙瓦利工厂投资高达25亿美元。

核心要点 今年美国航空回绝合并意向后，联合航空 CEO 斯科特・柯比表示，短期内美国航空业很难再出现大型整合并购。 今年忠实航空与太阳乡村航空完成合并；2024 年阿拉斯加航空收购夏威夷航空。 柯比此前多次表态，无意与合作伙伴捷蓝航空合并。 2026 年 4 月 21 日，加利福尼亚州洛杉矶，一架联合航空客机在洛杉矶国际机场滑行。 今年美国航空直接回绝合并提议后，联合航空首席执行官斯科特・柯比对外表示，美国航空业很难再有大规模整合机会，联合航空也无意主动推进并购交易。 周日，柯比在国际航空运输协会（IATA）年会间隙接受媒体采访时称：“联合航空不会为了并购而盲目并购。” 记者问及近年行业整合浪潮 —— 今年忠实航空、太阳乡村航空完成合并，2024 年阿拉斯加航空收购夏威夷航空，柯比直言后续几乎没有可行的整合机会：“现在已经没有合适的并购标的了。” “如今并购的门槛比以往高得多。” 柯比表示，“我亲身主导过美国航空业多轮整合，经手大量并购项目。这类交易推进难度极大，没有经济价值的并购完全没必要做。” 柯比此前已多次否认收购合作方捷蓝航空的可能性。 CNBC 此前报道，今年早些时候，曾在美国航空任职的柯比曾提出与美国航空合并的构想，并向特朗普政府试探可行性。 柯比之后发布声明称，他原本希望两家航司合并后，能够抗衡海外大型航空巨头；但不少分析师判断，这笔合并将面临无法逾越的监管阻力。 柯比在 IATA 年会上表示，并购 “需要各方全力支持”：“工会、旅客、股东、监管机构以及双方管理层，缺一不可。” 但谈及美国航空管理层，他表示：“很明显我们得不到对方管理层的支持，缺少这一环，这笔合并根本无法落地。” 达美航空总裁彼得・卡特周六也向 CNBC 表态，达美暂无任何收购或合并计划。达美长期坚持合作、合资运营战略，在韩国、墨西哥、欧洲均布局航空合资项目。 卡特称，美国国内民航市场已高度成熟，国际航线才是行业未来增长方向。他还表示，希望在利润丰厚的跨太平洋航线市场，向全美盈利第二的联合航空发起竞争。 责任编辑：郭明煜

There's an old saying on Wall Street about insider buying: there are many possible reasons to sell a stock, but only one reason to buy. Back on June 3, OPAL Fuels Inc's Director, Nadeem Nisar, invested $34,450.00 into 15,000 shares of OPAL, for a cost per share of $2.30. Bargai

Chokehold on shipping route draws Houthis in Yemen back into conflict as commenters see ‘no turning back’ Middle East crisis – live updates Iran’s reversion to large-scale military exchanges with Israel broadened the conflict that began in February not only by making the Israeli attacks on Hezbollah a direct casus belli for Iran for the first time, but also by drawing the Houthis in Yemen back into the conflict with as yet incalculable consequences. Some in Tehran, buoyed up by past perceived military success and emboldened by the chokehold of the strait of Hormuz, would like to turn this moment into the point of no return in the conflagration with Israel. A minority would welcome the abandonment of ceasefire talks with the US, an outcome for which they have been agitating for weeks. Continue reading...

格隆汇6月8日｜微信宣布正式面向开发者提供便捷接入微信AI生态的能力，用户可通过微信AI Agent调取小程序AI应用服务。美团方面表示，作为首批内测团队，此前已与微信团队联合开发并测试接入。据悉，未来，用户通过微信Agent调用美团外卖等本地生活服务，实现更智能、便捷的AI生活服务体验。

Apple Stock (AAPL) Opinions on WWDC 2026 and AI Upgrades Quiver Quantitative

Intel Stock Jumps As AI Deals, Price Targets Surge StocksToTrade

格隆汇6月8日｜上周五经历大幅回调后，多只韩国ETF反弹，3倍做多韩国ETF大涨超18%，Franklin FTSE South Korea ETF、MSCI韩国指数ETF均涨超5%。 消息面上，韩国综合指数今日盘中一度大跌近9%，最终收跌8.29%报7484.41点，创3月4日以来最大单日跌幅。韩国总统李在明在就任一周年新闻发布会上发声，认为韩国股市目前仍被低估，所有韩国人都从股市上涨中受益。韩国交易所召开紧急市场评估会议，重点审视美国股市大幅下跌及隔夜期货市场走势，并宣布将强化全机构应急响应机制，加大对不公平交易行为及非法卖空活动的监察力度。 高盛首席亚太股票策略师亦表示，从长远来看，这将被证明是一次技术性回调，尽管在长期牛市中是一次可怕的回调，基本面仍然非常强劲。高盛上周将韩国Kospi指数目标位从9,000点上调至12000点，并表示只要企业盈利维持强劲增长，市场就能获得良好的支撑。(格隆汇)

Apparel company Kontoor Brands' portfolio is at an "inflection point," according to JPMorgan. The bank initiated coverage of the stock at an overweight rating on Monday. It also placed a $90 price target on shares, indicating a more than 28% gain from Friday's close. Analyst Matthew Boss said the company's narrow focus of brands — Wrangler, which produces jeans, and Helly Hansen, an outdoor apparel manufacturer — creates an opportunity for the company to accelerate growth. "We see revenue growth upside opportunity for Wrangler to improve to +low-to-mid-single- digit(+) growth (vs. our model at low-singles) & Helly to low-double- digits(+) growth (vs. our model at high singles) with narrowed management focus on the two brands," Boss wrote in the note. KTB 1Y mountain Kontoor Brands 1-year. Kontoor's portfolio narrowed after it agreed to sell its other denim brand Lee to Authentic Brands Group for $1 billion. Shares of Kontoor are off more than 20% since a January 2025 high. JPMorgan's price target would put the stock nearly back at that level, but Boss sees upside to his forecasts. "We see fundamental upside to our 'E,'" referring to earnings, "(notably with our prudent revenue growth forecasts), and upside to our multiple at 8.5x relative to the most recent precedent transaction (Lee sold to [Authentic Brands Group] at 10x [trailing 12-month] EBITDA announced on 5/21), which would support an upside equity value of $108," Boss wrote.

格隆汇6月8日｜特朗普政府已制定计划，将向纽约市大举增派美国移民和海关执法局(ICE)人员，此举恐将加剧特朗普与纽约州州长Kathy Hochul之间因移民政策导致的紧张关系，总统特朗普任命的白宫边境事务主管Tom Homan周一表示，在Hochul上月底签署一项限制ICE在该州开展行动并禁止ICE特工蒙面的法案之前，他已就增派人员一事向其发出过警告。

北京时间6月8日晚，美股周一早盘继续上扬，标普500指数上涨0.5%。芯片股在上周遭遇猛烈抛售后出现企稳反弹迹象，但中东紧张局势持续发酵以及本周五SpaceX史诗级IPO的临近，令市场整体情绪保持谨慎。 道指涨115.53点，涨幅为0.23%，报50982.31点；纳指涨194.68点，涨幅为0.76%，报25904.11点；标普500指数涨38.18点，涨幅为0.52%，报7421.92点。 引领本轮牛市内存芯片制造商 美光 科技在周五下跌13%后，周一上涨逾5%。英伟达和博通的股价也有所反弹。 芯片板块出现明显反弹迹象。美光科技上涨4%，该股上周五曾大跌13%；英伟达和博通盘前亦分别上涨约2%和1.5%。 市场分析认为，尽管上周五的抛售主要受强劲非农数据引发的加息担忧以及博通财报不及预期影响，但投资者并未对AI长期前景失去信心。 瑞银 全球财富管理首席投资官表示，尽管科技股近期承压，但行业基本面依然强劲。 中东局势仍是市场最大不确定因素。伊朗周末向以色列发动导弹袭击，以色列随后对伊朗战略防御系统实施大规模打击，引发油价一度突破每桶92美元。 不过，伊朗法尔斯通讯社随后报道称，伊朗武装部队已结束对以色列的军事行动，但警告称，如果以色列重新开始对黎巴嫩的袭击，伊朗可能会发动更猛烈的攻击。 美国总统特朗普亦表示双方正寻求“立即停火”，油价自高位回落，部分缓解了市场对能源价格冲击的担忧。 截止发稿，西得克萨斯中质原油期货上涨逾1%，至每桶92美元左右，此前以色列国防军X账号称，为回应伊朗的袭击，以色列周一“对战略防御系统进行了大规模打击”。 本周市场的另一焦点是SpaceX计划于周五进行的首次公开募股。据悉，此次IPO拟筹资750亿美元，目标估值约1.8万亿美元，将成为华尔街历史上规模最大的上市发行。市场消息称，投资者需求已达约1500亿美元，约为募资规模的两倍。分析人士认为，SpaceX的上市将成为检验当前AI估值逻辑的重要关口，其市场表现可能对科技板块情绪产生显著影响。 未来一周，投资者将关注通胀数据以及埃隆-马斯克的SpaceX公司周五的公开上市。此次发行预计将成为华尔街历史上规模最大的IPO之一，也可能成为市场对人工智能估值叙事迄今最大的考验。 上周五 纳斯达克 综合指数收盘大跌4.2%，创下2025年4月以来最大单日跌幅，原因是投资者出于对经济前景不确定以及芯...

alexsl Wall Street’s major market averages traded firmly higher on Monday with the Nasdaq leading the pack as tech recovered after a major selloff in the sector on Friday. The blue chip Dow ( DJI ) was +0.4%, the benchmark S&P 500 ( SP500 ) was +0.6%, and the tech focused Nasdaq Composite ( COMP:IND ) was +0.9%. From a sector-by-sector perspective, six of the 11 S&P segments pushed up into the green, with energy leading the charge. At the other end of the spectrum, communication services struggled the most so far. On the geopolitical front, President Donald Trump said Israel and Iran were seeking an immediate ceasefire as negotiations toward a broader peace agreement continued, while urging both sides to halt hostilities following a new flare-up between the two countries. Treasury yields remained in focus as the U.S. 2 Year Treasury yield ( US2Y ) topped a new 52-week high . The US2Y was down 1 basis point to 4.14%. At the same time, the U.S. 10 Year Treasury yield ( US10Y ) remained mostly unchanged at 4.52%, and the U.S. 30 Year Treasury yield ( US30Y ) inched up 1 basis point to 5.01%. “A pause in the stock market's 9-week positive run off of the March lows is entirely understandable. We believe Friday's pullback was a healthy reset for stocks and is not the start of something more worrisome, especially since fundamentals continue to strengthen from better-than-expected earnings and economic data,” Carol Schleif, chief market strategist of BMO Wealth Management, stated. As for stocks that were on the move, shares of Intel ( INTC ) advanced by 7.8%, while shares of GoDaddy ( GDDY ) fell 4.6%. More on markets US2Y hits a fresh 52-week high, extending the sharp 2026 yield rally AI benefits still concentrated in the Magnificent Seven, Apollo says MSG shares surge on Knicks Finals run ahead of Trump's expected Game 3 visit Bitcoin bounces back above $63K following Friday’s washout below $60K S&P 500: This Is Not A Dip Yet (Rating Downgrade)

Intel ( INTC ) led chip and AI-related stocks higher on Monday following a report that Google ( GOOG ) ( GOOGL ) and Nvidia ( NVDA ) are considering the company as a backup chip manufacturer. Chip stocks rebounded on Monday after plummeting on Friday. Shares of Intel surged about 8%. Alphabet's unit Google has ordered more than 3M Tensor Processing Units, or TPUs, from Intel, The Information reported . The order would be manufactured in 2028. The report noted that several major AI chip design companies, also including Nvidia, are turning to Intel as a backup manufacturer for their most advanced processors. Nvidia has not yet placed an order with Intel. The company is testing if Intel technology can be used to make a forthcoming processor that combines four graphics chips into a single unit, the report added. Intel declined to comment in an email to Seeking Alpha. Nvidia and Google did not immediately respond to Seeking Alpha's request for comment. Meanwhile, GF Securities highlighted a big lift in Intel's foundry capacity. The analysts said that contrary to earlier conservatism, they believe the company has turned aggressive in capacity expansion and estimate its Intel 3 capacity to be +80% (mainly in Ireland fab from end-2026 to end-2028), 18A to be +100% (in Arizona from end-2026 to end-2028), and 14A to start strong (in Oregon). The analysts expect this to be driven by robust server CPU demand, improving 18A yields, likely reaching about 80%, and Embedded Multi-die Interconnect Bridge, or EMIB, yields of 90% to 95% in recent weeks (versus 90% in April). It is also driven by a strong external customer pipeline by securing major U.S. fabless with one key smartphone maker to start 18A-P for tablet/PCs and committing 14A capacity and the Terafab project on 14A in late 2028. In all, the analysts expect Intel Foundry Services, or IFS, to turn profitable in the second half of 2027. Shares of AI chipmaker Nvidia ( NVDA ) rose about 3%. Nvidia's Founder and CEO Jensen Hua...

Intel ( INTC ) led chip and AI-related stocks higher on Monday following a report that Google ( GOOG ) ( GOOGL ) and Nvidia ( NVDA ) are considering the company as a backup chip manufacturer. Chip stocks rebounded on Monday after plummeting on Friday. Shares of Intel surged about 8%. Alphabet's unit Google has ordered more than 3M Tensor Processing Units, or TPUs, from Intel, The Information reported . The order would be manufactured in 2028. The report noted that several major AI chip design companies, also including Nvidia, are turning to Intel as a backup manufacturer for their most advanced processors. Nvidia has not yet placed an order with Intel. The company is testing if Intel technology can be used to make a forthcoming processor that combines four graphics chips into a single unit, the report added. Intel declined to comment in an email to Seeking Alpha. Nvidia and Google did not immediately respond to Seeking Alpha's request for comment. Meanwhile, GF Securities highlighted a big lift in Intel's foundry capacity. The analysts said that contrary to earlier conservatism, they believe the company has turned aggressive in capacity expansion and estimate its Intel 3 capacity to be +80% (mainly in Ireland fab from end-2026 to end-2028), 18A to be +100% (in Arizona from end-2026 to end-2028), and 14A to start strong (in Oregon). The analysts expect this to be driven by robust server CPU demand, improving 18A yields, likely reaching about 80%, and Embedded Multi-die Interconnect Bridge, or EMIB, yields of 90% to 95% in recent weeks (versus 90% in April). It is also driven by a strong external customer pipeline by securing major U.S. fabless with one key smartphone maker to start 18A-P for tablet/PCs and committing 14A capacity and the Terafab project on 14A in late 2028. In all, the analysts expect Intel Foundry Services, or IFS, to turn profitable in the second half of 2027. Shares of AI chipmaker Nvidia ( NVDA ) rose about 3%. Nvidia's Founder and CEO Jensen Hua...

Intel leads AI and chip stocks higher after report that Nvidia, Google considering it as backup chipmaker Seeking Alpha

It's an election year, and that means politicians are putting in extra work to pander to special interest groups they think will help them cross the finish line. If you're looking to be elected in Michigan, there aren't many interests more special than the automotive industry, and a good way to get the industry on your side is by going after the thing it fears the most : China. Now, if a pair of lawmakers get their way, Chinese-badged vehicles wouldn't just be restricted from sale or import in the US, they'd also be banned from entering the country, even for a simple day trip from Canada or Mexico. Moves to protect the US auto industry are nothing new, and they're popular across party lines. Former President Biden added an additional 100 percent import tariff on all Chinese-made cars during his term and then had the Department of Commerce draw up new rules —later implemented by the Trump administration—that banned the import of connected cars manufactured by companies owned by or with links to the Chinese government, starting in 2027. Read full article Comments

Investors should get pickier with Brazil stocks as economic growth is set to cool and the nation heads toward a polarized presidential vote, says XP Inc. The firm, one of Brazil’s largest brokerage firms, is targeting utilities with predictable cash flows and financial stocks, according to Raphael Figueredo , a senior equity strategist at the firm. It also favors homebuilders including Cury Construtora e Incorporadora SA and Direcional Engenharia SA, which benefit from government-backed housing programs for lower-income families. “Having exposure to equities remains important. But this isn’t a call to buy the Ibovespa broadly,” said Figueiredo. “We need to be selective.” That approach became increasingly important after Brazil’s benchmark equity index posted an eighth consecutive week of losses, its longest losing streak since at least 1989. XP also sees opportunities in companies with the ability to sustain dividend payments even as borrowing costs remain elevated. One of XP’s highest-conviction calls is that Brazil’s economy is poised to slow sharply next year as the drivers of recent growth begin to fade. Gross domestic product is expected to expand about 1.2% next year, down from 2% this year, as high interest rates and fading fiscal stimulus weigh on activity. Whether that slowdown creates room for interest-rate cuts will depend on the fiscal signals sent by the administration that takes office after the election. “That process could be more intense if it is not carried out in an orderly manner, alongside a fiscal adjustment, which would create room for the central bank to cut interest rates,” said Caio Megale , chief economist at XP, which had 1.5 trillion reais ($292 billion) in assets under custody at the end of March. If the slowdown is disorderly, without clear fiscal signals, “we could see currency depreciation and more persistent inflation,” he added.

南向資金追蹤｜淨買入約113億港元 加倉盈富基金和騰訊拋售中芯國際 hstong.com

南向資金追蹤｜淨買入約113億港元 加倉盈富基金和騰訊拋售中芯國際 hstong.com

‘A big dude came up to me and said, “My wife dragged me kicking and screaming to see your movie – and it was the best thing she’s ever done”’ Baz Luhrmann was this cool guy two years ahead of me at NIDA, the drama school in Sydney. When I graduated, I joined his theatre company Six Years Old and the play of Strictly Ballroom came out of that. It was inspired by Keith Bain, who taught movement at the school. He was a ballroom-dancer who had left Australia for South America in the 1950s then came back with these shocking new steps. We talked a lot in rehearsals about the Paso Doble, and from that came Fran’s Spanish immigrant background. I thought up the name Frangipani because Sydney has frangipani trees everywhere. On my walk to rehearsals, I’d often pick one of the flowers to put in my hair. Continue reading...

格隆汇6月8日｜据南华早报，阿里巴巴成立新业务部门，整合模型开发团队。

水利部长江水利委员会8日发布消息，截至6月7日21时，三峡水库水位消落至147.78米，低于研判允许的汛期运行水位148米，提前完成年度消落任务。三峡水库本轮消落自2025年10月下旬开始，共消落水位约27米，腾出防洪库容约208亿立方米。截至6月8日，长江流域纳入联合调度的控制性水库腾出防洪库容约654亿立方米，汛限水位以下多消落库容约144亿立方米，合计可调节洪水库容约798亿立方米，较设计防洪库容多91亿立方米，为应对2026年汛期长江流域可能发生的大洪水提供保障。（新华社）

Get up to speed with key market intelligence, news and insight before trading starts each day in this fast-growing economy with the Markets Daily India newsletter. Sign up here . India’s current account fared better than expected in the year ended March, with the deficit staying flat as strong services receipts and higher remittances offset disruptions caused by the Iran war. The shortfall in the broadest measure of trade in goods and services stood at $25.2 billion, or 0.6% of GDP, in fiscal 2026, according to Reserve Bank of India data released Monday. That’s the same level as in 2024-25, but below economists’ expectation of a gap of 0.9%. The full-year reading surpassed forecasts on a surprise surplus of $7.1 billion, or 0.7% of GDP, in the January-March quarter compared with an expectation of a mild deficit. In the same period a year earlier, the country had recorded a surplus of $13.7 billion, or 1.4% of GDP. “While the current account surplus partly reflected the seasonal fourth quarter trade boost and softer oil imports in March, the real surprise came from remittances, which rose sharply quarter-on-quarter,” said Madhavi Arora , economist with Emkay Global Services Ltd. “This helped dispel fears that the Middle East crisis would materially weigh on remittance inflows.” Services receipts increased to $60.4 billion in the fourth quarter from $53.3 billion a year earlier, while remittances by Indians employed overseas rose to $43.5 billion from $33.9 billion. The current account deficit may “more-than-double” in the ongoing fiscal year “owing to the surge in global energy prices following the West Asia conflict,” said Rahul Agrawal, economist at ICRA Ltd. The recent measures to attract capital flows by the government and the RBI should provide some respite, but “these may remain insufficient unless net FDI inflows improve materially from the current levels,” Agrawal said. Here’s more from the data: The goods trade deficit widened to $83.4 billion in the quarter...

Afghan residents in the western city of Herat have told of witnessing multiple women detained by the Taliban government’s morality police, in a crackdown over clothing which has drawn criticism from the United Nations. The UN mission in Afghanistan (UNAMA) said Sunday it was “concerned over multiple arrests and detentions of women in Herat, Afghanistan, for alleged non-compliance with dress requirements”. Taliban authorities rule according to a strict interpretation of Islamic law, and have...

NHS England accelerates AI adoption with Microsoft 365 Copilot to improve service delivery, reduce costs and create more time for care Microsoft Source