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分析师:4月美联储的三个“反对声音”是有先见之明的

格隆汇 📅 06/05 21:24
格隆汇6月5日|机构分析师评美国非农:显然,在4月份对政策声明持反对意见、希望剔除宽松倾向的3位美联储决策者,他们的判断走在了前面。至少目前来看,6月的美联储声明大概率会出现这句话:为支持其目标,委员会决定将联邦基金利率的目标区间维持在3.5%至3.75%之间。

Ciena (CIEN) Q2 2026 Earnings Transcript

The Motley Fool 📅 06/05 21:24
Image source: The Motley Fool. Thursday, June 4, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

分析师:通胀快追上失业率 美联储可能已经落后于形势

格隆汇 📅 06/05 21:23
格隆汇6月5日|Brandywine全球投资管理公司的投资组合经理陈特蕾表示,非农数据强劲,表明就业市场正在复苏,美联储应重点关注通胀问题。我们正处在通胀率(几乎)与失业率(5月为4.3%)持平的节点上,美联储可能已经落后于形势。通胀互换合约显示,交易员预计7月份CPI将突破4.2%,随后在第一季度回落至3.8%。

Ultimate AI showdown: Anthropic and OpenAI head for Wall Street

Seeking Alpha 📅 06/05 21:23 MSFT.OAMZN.O
The U.S. stock market just got another massive listing plan as Anthropic ( ANTHRO ) beat OpenAI ( OPENAI ) to the punch, confidentially filing for an IPO this week. Anthropic ( ANTHRO ) did not disclose the size or terms of its planned IPO. OpenAI ( OPENAI ) is expected to file its own IPO paperwork in the coming weeks, if not days. The listings would be a major test for the ongoing AI frenzy that...

BTIG Research Reiterates Buy Rating for Oracle (NYSE:ORCL) - MarketBeat

Google 📅 06/05 21:23 ORCL.O
BTIG Research Reiterates Buy Rating for Oracle (NYSE:ORCL) MarketBeat

Wedbush Reaffirms Outperform Rating for Apple (NASDAQ:AAPL) - MarketBeat

Google 📅 06/05 21:23 AAPL.O
Wedbush Reaffirms Outperform Rating for Apple (NASDAQ:AAPL) MarketBeat

格隆汇6月5日|美国中央司令部否认伊朗袭击或向美国海军舰艇开火的报道,称美国军队继续实施封锁。

格隆汇 📅 06/05 21:23
格隆汇6月5日|美国中央司令部否认伊朗袭击或向美国海军舰艇开火的报道,称美国军队继续实施封锁。

Franklin Resources' Wamco to pay $100M in SEC settlement

Seeking Alpha 📅 06/05 21:23
Pgiam Franklin Resources ( BEN ) Western Asset Management unit agreed to pay $100M to settle the Securities and Exchange Commission's investigation into the practices of its former chief investment officer, Kenneth Leech, the SEC said Friday. In a practice known as cherry-picking, Leech allegedly allocated hundreds of millions of dollars in trades with net first-day gains to certain favored portfo...

Here Are the Key Takeaways From the US Jobs Report for May

Bloomberg 📅 06/05 21:23
Here are the key takeaways from the US employment report for May, released Friday: Job growth topped all forecasts; nonfarm payrolls increased 172,000 and the unemployment rate held steady at 4.3% The participation rate — the share of the population that is working or looking for work — was unchanged at 61.8% Hiring was led by leisure and hospitality, which added 70,000 jobs, the most in more than...

Stocks Winning Streak to Break as Investors Weigh AI Prospects & Jobs Data | The Pulse 6/5/2026

Bloomberg 📅 06/05 21:23
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Nannette Hechler-Fayd’Herbe, Lombard Odier, EMEA CIO; Mohamed Farid Saleh, Egyptian Investment and Foreign Trade Minist...

Apple WWDC 2026 preview: Siri, AI, and more

Seeking Alpha 📅 06/05 21:23 AAPL.O
Apple ( AAPL ) is set to kick off its annual developers conference on June 8, and though expectations are somewhat tempered, the iPhone maker may have some notable updates for the masses. Perhaps the biggest announcement Apple is likely to make is the updated version of Siri. After several delays, the company announced in January that it would work with Google ( GOOG ) ( GOOGL ) to use its Gemini ...

Apple WWDC 2026 preview: Siri, AI, and more (AAPL:NASDAQ) - Seeking Alpha

Google 📅 06/05 21:23 AAPL.O
Apple ( AAPL ) is set to kick off its annual developers conference on June 8, and though expectations are somewhat tempered, the iPhone maker may have some notable updates for the masses. Perhaps the biggest announcement Apple is likely to make is the updated version of Siri. After several delays, the company announced in January that it would work with Google ( GOOG ) ( GOOGL ) to use its Gemini ...

Alger Growth & Income Fund Q1 2026 Commentary

Seeking Alpha 📅 06/05 21:23
laddawan punna/iStock via Getty Images Ticker Symbols Class A ALBAX Class C ALBCX Class Z AGIZX Click to enlarge Investment Strategy Primarily invests in growth equity securities of U.S. companies identified through our fundamental research as paying a high dividend yield, having a history of strong and consistent dividend growth, or having the potential for capital appreciation and the ability to...

Applied Optoelectronics Rides on AI Boom: More Upside Ahead?

Yahoo 📅 06/05 21:23 MU.O
AAOI is leaning into AI data-center upgrades, with 800G set to lead revenues and demand seen above capacity through mid-2027 as hyperscalers invest billions.

RH宣布将于6月11日发布2026财年第一季度财报

新浪 📅 06/05 21:22
美国高端家居品牌RH(原Restoration Hardware)周五宣布,将于2026年6月11日收市后发布2026财年第一季度财务业绩报告。该公司同时表示,将于当天下午与投资者和分析师举行电话会议,讨论财报详情及业务展望。 根据公开资料,市场对RH本季度业绩预期较为悲观。分析师共识预测显示,RH第一季度每股收益预计为亏损2.09美元。这一预期反映出公司仍在承受美国房地产市场低迷和关税成本上升的...

格隆汇6月5日|纳斯达克100期货指数跌幅扩大至1.5%。

格隆汇 📅 06/05 21:22
格隆汇6月5日|纳斯达克100期货指数跌幅扩大至1.5%。

Jim Cramer's top 10 things to watch in the stock market Friday

CNBC 📅 06/05 21:22
My top 10 things to watch Friday, June 5 1. The Nasdaq and S & P 500 were set to open lower as the U.S. tech sell-off spread to Asian and European markets overnight. The May jobs report came in stronger than expected, jumping to a seasonally adjusted 172,000, down slightly from an upwardly revised 179,000 and well above the consensus 80,000. Treasury yields rose sharply, with the 10-year U.S. Trea...

印度AI基建热潮催生470亿美元市值增长 Sterlite股价飙升500%

新浪 📅 06/05 21:22
随着全球超大规模数据中心运营商承诺向印度投入数十亿美元建设AI基础设施,一批为数据中心提供配套服务的印度公司正成为这场资本开支浪潮中的隐形赢家。彭博社汇编的数据显示,追踪28家印度数据中心生态企业的指数今年已累计增加约470亿美元市值,涨幅接近50%。 这场狂欢的最大受益者是光纤制造商Sterlite Technologies。该公司股价今年迄今暴涨超过500%,仅在过去43个交易日内就飙升了27...

UnitedHealth, Eli Lilly lead healthcare rankings as sector gains momentum

Seeking Alpha 📅 06/05 21:21
iQoncept/iStock via Getty Images Health care stocks are showing renewed signs of strength as investors rotate into defensive sectors following recent volatility in some of the market’s largest AI and technology names. The Health Care Select Sector SPDR Fund ( XLV ) closed up 3% on Thursday and recently broke above a short-term resistance level, signaling improving momentum for a sector that has la...

A $500,000 Roth Portfolio Loaded With JEPI Pays $42,250 a Year and the IRS Gets None of It

Yahoo 📅 06/05 21:20 NVDA.O
At the 24% federal bracket, a $500,000 position in the JPMorgan Equity Premium Income ETF (NYSEARCA: JEPI) yielding 8.45% generates roughly $42,250 in annual distributions and hands $10,140 of that to the IRS every year it sits in a taxable brokerage account. JEPI’s monthly checks come largely from option-premium income, which the IRS treats as ... A $500,000 Roth Portfolio Loaded With JEPI Pays $...

CrowdStrike股价回调 CEO回应投资者:AI安全需求正在爆发

新浪 📅 06/05 21:20
网络安全巨头 CrowdStrike 股价周四下跌约4%,尽管公司交出了超预期的第一财季财报并上调全年指引。首席执行官乔治·库尔茨在财报发布后向投资者发出直白信息:AI安全需求的兑现需要时间,市场预期过于急切。 财报显示,CrowdStrike第一财季营收同比增长26%至13.9亿美元,高于分析师预期的13.6亿美元;调整后每股收益为1.10美元,同样超出预期的1.07美元。净新增年度经常性收入达...

Samsara (IOT) Q1 2027 Earnings Transcript

The Motley Fool 📅 06/05 21:20
Image source: The Motley Fool. Thursday, June 4, 2026 at 5 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Dollar General Shoppers Cut Back on Food Due to High Gas Prices

Bloomberg 📅 06/05 21:20
Welcome to Bloomberg’s Retail Monitor . Every Friday we’ll deliver you clear insights on industry trends, headwinds and emerging opportunities. Sign up now if you’re not already on the list. Dollar General says it added $1 groceries to appeal to cash-strapped shoppers. Shake Shack’s limited-time offer was almost ruined by a BBQ rib heist . Chinese consumers are shopping for luxury goods again, the...

格隆汇6月5日|全球基金6月5日净卖出878亿卢比的印度股票。

格隆汇 📅 06/05 21:20
格隆汇6月5日|全球基金6月5日净卖出878亿卢比的印度股票。

格隆汇6月5日|美国白宫国家经济委员会主任哈塞特:美联储不应加息,将有空间降息。美联储一直落后于形势,降息空间仍然很大。

格隆汇 📅 06/05 21:20
格隆汇6月5日|美国白宫国家经济委员会主任哈塞特:美联储不应加息,将有空间降息。美联储一直落后于形势,降息空间仍然很大。

Three admit violent disorder after Nowak protest

BBC News 📅 06/05 21:20
Connor Bishop, 24, Reece Robinson, 21, and Noah Etherington, 18, will be sentenced on Monday.

Should You Buy the Vanguard S&P 500 ETF As the Market Hits New Highs?

Nasdaq 📅 06/05 21:20
Key PointsThe S&P 500 continues to hit all-time highs, and it's becoming expensive.

ZEC Crashes As Zcash Admits 'Critical Counterfeiting Vulnerability' Exposed By Claude

Zero Hedge 📅 06/05 21:20
ZEC Crashes As Zcash Admits 'Critical Counterfeiting Vulnerability' Exposed By Claude Authored by Martin Young via CoinTelegraph.com, The price of ZEC fell on Thursday after further details were disclosed of a critical counterfeiting vulnerability in Zcash’s Orchard pool that could theoretically allow a bad actor to mint an unlimited amount of ZEC. According to a post on X, security engineer Taylo...

META Stock Momentum Builds: Meta Platforms Inc Gains 0.74% to $627.57 as Roundview Capital LLC Raises Holdings - Meyka

Google 📅 06/05 21:19 META.O
META Stock Momentum Builds: Meta Platforms Inc Gains 0.74% to $627.57 as Roundview Capital LLC Raises Holdings Meyka

Strategy减持比特币打破“永不出售”信仰 资金加速涌向AI基建

新浪 📅 06/05 21:19 700.HKNVDA.O
比特币市场正经历一场由“信仰松动”引发的抛售潮。全球最大的企业比特币持有者Strategy近期出售了32枚比特币,虽然数量微不足道,却因打破其长期坚持的“只买不卖”惯例,在市场上引发了远超交易规模的恐慌情绪。截至6月5日,比特币价格已跌至约62,463美元,较月初高位大幅回落。 此次抛售的象征意义远大于实际影响。Strategy以约250万美元的价格出售了32枚BTC,仅占其843,706枚总持仓...
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