Funtay/iStock via Getty Images Introduction I have to say that writing an energy-focused article nowadays is very tricky. That’s not because I suddenly struggle to do research, but because headlines have been moving very fast. While I truly don’t care much for short-term headlines, as I’m a long-term investor, these headlines are all about the Strait of Hormuz. And as this is an article I had to s...
Funtay/iStock via Getty Images Introduction I have to say that writing an energy-focused article nowadays is very tricky. That’s not because I suddenly struggle to do research, but because headlines have been moving very fast. While I truly don’t care much for short-term headlines, as I’m a long-term investor, these headlines are all about the Strait of Hormuz. And as this is an article I had to start preparing days before publication due to the effort that went into it, the odds are high that something major might happen that could either force me to make major changes or that makes me look wrong the second it’s online. We all know how fast headlines go. In recent days, it truly feels like we have a peace agreement every day, quickly followed by a new attack somewhere in the Middle East. With that said, the Iran War has never been part of my thesis. I have been bullish for years on energy, mainly due to Big Picture reasons, including but not limited to the ones below: The U.S. shale revolution has ended after major producers ran out of Tier 1 reserves. The world is starving for affordable energy, which has put a floor under demand for fossil fuels. Energy Information Administration Energy stocks are cheap and highly attractive on a relative basis to the S&P 500. In a higher-for-longer interest rate and inflation environment, energy tends to perform well. TradingView (SPN/SPX - S&P 500 Energy vs. S&P 500 Ratio) I believe in cyclical growth acceleration/growth broadening, which tends to be very bullish for energy stocks and oil/gas demand. Energy expert Eric Nuttall, whom I have been following for a while, noted that because of the Iran War, oil inventories are even lower than they already were. This means that even if the war were to end tomorrow, it would take a long period of elevated demand just to normalize. X/@ericnuttall For example, if the Strait of Hormuz were to be cleared quickly, it would take months for inventories to normalize. Meanwhile, opening the St...
Eka Jaya Permana/iStock via Getty Images Introduction As an income-focused investor, the Technology ( XLK ) sector isn't one I always follow closely. This has nothing to do with the quality of the companies but rather their generally low dividend yields. However, given the sector's high-growth characteristics and the rapid adoption of artificial intelligence, I believe it's prudent for investors t...
Eka Jaya Permana/iStock via Getty Images Introduction As an income-focused investor, the Technology ( XLK ) sector isn't one I always follow closely. This has nothing to do with the quality of the companies but rather their generally low dividend yields. However, given the sector's high-growth characteristics and the rapid adoption of artificial intelligence, I believe it's prudent for investors to have some exposure to the sector, even if you're primarily an income investor like myself. One of my preferred ways to gain exposure to high-growth companies is through what I consider one of the best growth-focused ETFs on the market: the Schwab US Large-Cap Growth ETF ( SCHG ). Its low-cost structure, tax efficiency, and exposure to some of the largest and strongest growth companies in the market make it ideal for long-term investors seeking growth exposure. In this article, I discuss SCHG's composition, performance, and why, despite the ETF making new highs, I continue to rate it a buy for long-term investors. Previous Coverage I last covered SCHG this past January in an article titled: AI + America + SCHG = Long-Term Growth . The rapid adoption of AI & SCHG's proven track record over the long term made them a compelling buy. Its heavy exposure to technology, extremely low expense ratio, and strong performance relative to many growth-focused peers made me bullish. However, the ETF did present shorter-term risks related to its P/E over 38x. I suggested investors look to add on any weakness to capture AI-driven growth over the long term. Since then, SCHG has continued its strong performance, up close to 8% compared to 9% for the S&P ( SP500 ). Seeking Alpha Composition & New Highs At the time of writing, SCHG sits $0.08 off its 52-week high of $35.20. The continued AI-fueled rally after a brief pullback in tech stocks in late March has led to the ETF being up close to 25%. Seeking Alpha This performance has been led by strong performances in some of SCHG's top holdings, ...
Three more senior Chinese scientists have been disciplined by their universities after a high-profile blogger raised red flags about their research. Nankai University in Tianjin announced on Saturday that Chen Quan had been removed as dean of its College of Life Sciences. The university said that Chen, as a corresponding author, failed to properly oversee the quality and authenticity of experiment...
Three more senior Chinese scientists have been disciplined by their universities after a high-profile blogger raised red flags about their research. Nankai University in Tianjin announced on Saturday that Chen Quan had been removed as dean of its College of Life Sciences. The university said that Chen, as a corresponding author, failed to properly oversee the quality and authenticity of experimental data in a paper published in Nature Cancer in 2024. Meanwhile, Sun Yat-sen University in...
Ballots are being cast in the first round of the South American nation’s presidential elections Colombians are casting ballots in the first round of the South American nation’s presidential election, choosing between candidates with radically diverging visions for the future of peace in a country haunted by decades of armed conflict. The vote on Sunday, seen as a referendum on outgoing President G...
Ballots are being cast in the first round of the South American nation’s presidential elections Colombians are casting ballots in the first round of the South American nation’s presidential election, choosing between candidates with radically diverging visions for the future of peace in a country haunted by decades of armed conflict. The vote on Sunday, seen as a referendum on outgoing President Gustavo Petro’s policies, comes 10 years after Colombia signed a historic peace pact with guerrillas of the Revolutionary Armed Forces of Colombia (Farc). Continue reading...
Jensen Huang has spent the past year repeating one number that keeps growing louder: humanoid robots represent a $40 trillion total addressable market for labor automation. That figure came up again on the Animal Spirits Talk Your Book episode on investing in the rise of the robots, where guest Derek Yan argued the opportunity is ... Jensen Huang Just Called Humanoid Robots a $40 Trillion Market. ...
Jensen Huang has spent the past year repeating one number that keeps growing louder: humanoid robots represent a $40 trillion total addressable market for labor automation. That figure came up again on the Animal Spirits Talk Your Book episode on investing in the rise of the robots, where guest Derek Yan argued the opportunity is ... Jensen Huang Just Called Humanoid Robots a $40 Trillion Market. Here’s Why Wall Street Is Loading Up on Physical AI Stocks
The SPDR S&P Regional Banking ETF (NYSEARCA:KRE) has quietly become one of 2026’s better-performing financial trades, rising roughly 9% year to date and 28% over the past year to around $70 a share. The rally reflects what Q1 earnings just confirmed: regional bank net interest margins are finally widening as deposit costs roll over. For ... If Rates Fall Further, Here’s What Happens to the KRE Reg...
The SPDR S&P Regional Banking ETF (NYSEARCA:KRE) has quietly become one of 2026’s better-performing financial trades, rising roughly 9% year to date and 28% over the past year to around $70 a share. The rally reflects what Q1 earnings just confirmed: regional bank net interest margins are finally widening as deposit costs roll over. For ... If Rates Fall Further, Here’s What Happens to the KRE Regional Banking ETF
It often seems like all the action in the stock market is focused on tech stocks: the artificial intelligence (AI) boom, semiconductor stocks, memory stocks. The tech-heavy Nasdaq-100 index has delivered about 19% year to date, 40% in the past year, and 119% in the past five years. What could compete with that? The answer might surprise you. According to recent Vanguard research, some of the best ...
It often seems like all the action in the stock market is focused on tech stocks: the artificial intelligence (AI) boom, semiconductor stocks, memory stocks. The tech-heavy Nasdaq-100 index has delivered about 19% year to date, 40% in the past year, and 119% in the past five years. What could compete with that? The answer might surprise you. According to recent Vanguard research, some of the best stock market returns in the next few years might come from other parts of the market, away from tech-heavy growth stocks. The Vanguard 2026 economic and market outlook forecasts that U.S. value-oriented stocks will offer a better risk-return profile for the next five to 10 years than U.S. growth (tech) stocks. One exchange-traded fund (ETF) that could deliver on that goal is the Vanguard High Dividend Yield ETF (NYSEMKT: VYM) . This fund holds only U.S. large value stocks and has outperformed the S&P 500 index year to date. Continue reading
遇到阻力，最后坚持下来的，往往不是那些最聪明的人，也不是起点最高的人，而是最有勇气、最有毅力的人。幸运的是，那种生活教会了我们多坚持五分钟，让我们知道，一分钟的勇敢什么也改变不了 图：Eric Gay/视觉中国 几年前，我们一伙人骑自行车穿越美国，每天晚饭后，大家在营地围在一起，轮流讲自己的故事。骑到得克萨斯的时候，有两位队友Debrah和Cathy，说想听我讲讲自己的故事。Debrah住在纽约，Cathy在俄亥俄一所大学教书。 得克萨斯中部是起伏的山丘地带，被称为“山丘国度”（Hill Country）。过了圣安东尼奥，Debrah又问我的经历，我说我的人生比较平坦，缺少精彩故事。Cathy在一旁笑着说：跟得克萨斯的山丘一样平坦？（As flat as the Texas Hill Country？）算是平坦中有些起伏吧。平常Cathy说话不多，但总能说到点子上。
Forty years ago, the future seemed just around the corner—and the vehicle that was going to take us there was NASA's Space Shuttle. Originally envisioned as part of a larger integrated space transportation system , the shuttle was billed as a fully reusable vehicle, totally unlike the one-and-done capsules of the fading Apollo era, capable of making monthly (and perhaps even weekly) ferry flights ...
Forty years ago, the future seemed just around the corner—and the vehicle that was going to take us there was NASA's Space Shuttle. Originally envisioned as part of a larger integrated space transportation system , the shuttle was billed as a fully reusable vehicle, totally unlike the one-and-done capsules of the fading Apollo era, capable of making monthly (and perhaps even weekly) ferry flights to low Earth orbit. The shuttle, it was hoped, would transform human space flight from extraordinary to mundane. Brands like Coke and Pepsi were quick to hop aboard and expand the Cola Wars into space , and there were even plans to blast Sesame Street's Big Bird into orbit . The loss of Challenger in January 1986—carrying educator Christa McAuliffe, who would have been the first private citizen in space—put the kibosh on all of that. The shuttle, while fantastically advanced, would never be the vehicle to help humankind slip all of our surly bonds, so to speak. Even operating at its most frantic peak in 1985 just before Challenger's loss, the shuttle hardware managed a maximum of nine flights in one calendar year; for most of the 1990s, it performed at five or six flights per year. Civilians in space—to say nothing of Big Bird—would have to wait. Read full article Comments
MiniMax Group Inc.公告，董事会宣布已决议探究拟发行人民币股份的初步建议，可能涉及与专业顾问订立协议及与相关证券或其他监管机构进行咨询及磋商。公司已聘请专业顾问就符合在科创板上市条件提供咨询，并签订辅导协议。拟发行人民币股份事宜将取决于市场状况及必要的监管批准。 注：人民币股份指由目标认购人于中国将以人民币认购的普通股，将于科创板上市及以人民币交易。
MiniMax Group Inc.公告，董事会宣布已决议探究拟发行人民币股份的初步建议，可能涉及与专业顾问订立协议及与相关证券或其他监管机构进行咨询及磋商。公司已聘请专业顾问就符合在科创板上市条件提供咨询，并签订辅导协议。拟发行人民币股份事宜将取决于市场状况及必要的监管批准。 注：人民币股份指由目标认购人于中国将以人民币认购的普通股，将于科创板上市及以人民币交易。
格隆汇5月31日｜英伟达正准备以一颗芯片，重写PC行业的权力结构。5月30日，距台北ComputeX大会主题演讲开幕不足数日，英伟达官方社交账号发出三字预告——"A new era of PC"。帖文还附上两组指向台北表演艺术中心的地理坐标，微软Windows和Arm官方账号当日也发布同一内容。三方罕见联动，将一个酝酿已久的悬念推至台前：英伟达即将宣布进军Windows PC处理器市场。同日，据A...
格隆汇5月31日｜英伟达正准备以一颗芯片，重写PC行业的权力结构。5月30日，距台北ComputeX大会主题演讲开幕不足数日，英伟达官方社交账号发出三字预告——"A new era of PC"。帖文还附上两组指向台北表演艺术中心的地理坐标，微软Windows和Arm官方账号当日也发布同一内容。三方罕见联动，将一个酝酿已久的悬念推至台前：英伟达即将宣布进军Windows PC处理器市场。同日，据Axios援引知情人士透露，首批搭载英伟达芯片的Windows电脑，预计将同时现身ComputeX与微软Build开发者大会，微软旗下Surface品牌及戴尔均在其列。 关于英伟达基于Arm架构的处理器，传闻已久。戴尔CEO迈克尔·戴尔早在2024年的一次采访中就暗示过，未来可能会推出搭载英伟达芯片的AI PC。而英伟达进军Windows on Arm平台意味着，高通将不再拥有微软Windows 11 Arm版操作系统的独家授权。过去数十年，英伟达在PC产业链中扮演的是独立显卡供应商的角色，被整机厂商"请进来"，完成一项精密的零件装配任务，却无权主导整机设计。如今，英伟达意图将CPU、GPU与AI单元整合为单颗SoC，直接向戴尔、联想等整机厂商输出"心脏"，走的正是苹果Apple M系列的垂直整合路径，目标却是整个Windows阵营。