FEATURE The thing about bull markets, especially those powered by investor momentum, is that they constantly ask questions that can’t be satisfied by “more of the same.” Broadcom gave Wall Street a rare moment of tech sector clarity late Wednesday, topping second-quarter earnings forecasts but disappointing modestly on its near-term sales outlook.

Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) continues to evolve under CEO Greg Abel's leadership. Sure, the recently announced addition of another $10 billion worth of Alphabet stock is an obvious change. But it's not a particularly noteworthy one, in that Berkshire already owned more than $20 billion worth of Google's parent company. Rather, the latest pick that speaks volumes about Berkshire's new direction is Sunday's news that it's acquiring the entire publicly traded Taylor Morrison Home (NYSE: TMHC) for $8.5 billion. It will then delist its stock, making it a wholly owned private holding. It's another layer of evidence that Abel and his lieutenants are losing interest in being mere shareholders and, ultimately, at the mercy of the market, and would rather outright own businesses they can control. Image source Getty Images. Continue reading

Trump Downplays Iran's Attacks Targeting US Bases In Kuwait & Bahrain: 'They Were Slightly Provoked' Authored by Dave DeCamp via AntiWar.com, President Trump on Wednesday downplayed Iranian attacks that targeted US bases in Kuwait and Bahrain, saying they may have been "slightly provoked" since the US launched strikes against Iran beforehand. "There's a reason for everything, and we hit them pretty hard last night," the president told reporters in the Oval Office. "Some people would say they were slightly provoked because we took a strong action for a different reason, so they were reciprocating ." Source: The White House Iran launched the missile and drone attacks after the US bombed a commercial ship attempting to reach Iran and launched strikes on Iran’s Qeshm island. During the Iranian attack on Kuwait, a passenger terminal at Kuwait’s international airport was hit, and at least one person was killed, and more than 60 were injured. Local officials said the terminal was hit by Iranian drones , which Iran denied, claiming that it was struck by an errant US Patriot missile interceptor . Kuwait’s aviation authority later released a video of the strike that appeared to show a drone striking the terminal . US Central Command denied Iran’s allegation in a statement that came after it claimed that Iranian missiles fired at Kuwait "fell short or broke apart en route" and a second wave of Iranian drones failed to hit their intended targets. "An additional wave of Iranian drones attempting to attack US forces in Kuwait failed to impact intended targets tonight. US Central Command air defenses successfully downed multiple drones and ensured no American personnel or assets were harmed," CENTCOM said. Trump on Iran attacking Kuwait: There is a reason for everything, and we hit them pretty hard... They were slightly provoked; they were reciprocating. pic.twitter.com/VvIgyJHb3m — Clash Report (@clashreport) June 3, 2026 Despite the casualties at the Kuwait airport, Trump said t...

Generac's strategic pivot into the AI data center market is solidified by a new global supply agreement that positions it as a key player in grid resilience.

Sun Communities ( SUI ) declares $1.12/share quarterly dividend , in line with previous. Forward yield 3.72% Payable July 15; for shareholders of record June 30; ex-div June 30. See SUI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Sun Communities Sun Communities, Inc. (SUI) Q1 2026 Earnings Call Transcript Sun Communities: An RV And Mobile Home REIT Outshining In Growth And Ratings Sun Communities to sell U.K. assets in $1.03B all-cash deal Sun Communities forecasts 2026 core FFO per share of $6.87 to $7.07 as North America same-property NOI target moves to ~4.7% Seeking Alpha’s Quant Rating on Sun Communities

全球存储芯片价格正处于本轮上涨周期的高峰阶段。 据追风交易台，伯恩斯坦最新月度追踪报告显示，DRAM与NAND合约价格在5月继续环比走高， 综合指标均指向2026年第二季度（2QCY26）将录得约60%的环比涨幅，略超该机构此前预测。然而，随着消费端需求破坏效应逐步显现，价格涨势预计将在第三季度（3QCY26）明显放缓。 据伯恩斯坦分析师Mark Li等人于6月2日发布的报告， 5月DRAM合约价格较4月进一步上涨，加权平均数据显示2QCY26传统DRAM合约价格将较1QCY26上涨64%，高于该机构此前模型预测。与此同时，NAND方面，受移动NAND及SSD价格强劲支撑，2QCY26混合均价涨幅预计约为60%，同样略超预期。 上述价格走势对存储板块相关个股具有直接提振意义。伯恩斯坦目前对三星电子、SK海力士、美光及闪迪均维持"跑赢大市"评级，对铠侠维持"跑输大市"评级。报告同时警示，进入下半年后，消费端需求疲软将成为价格涨势的主要制约因素，投资者需关注涨价节奏切换带来的预期差风险。 DRAM：Q2涨幅超预期，服务器需求持续消化增量供给 5月DRAM合约价格在4月基础上继续小幅上行，各细分品类均呈现不同程度涨价。按加权平均计算，2QCY26传统DRAM合约价格较1QCY26上涨64%，其中PC DRAM涨约46%，服务器DRAM涨约53%，移动DRAM涨幅约80%，消费级DRAM涨幅约85%。 服务器DRAM方面，5月合约价格环比上涨0至3%，混合均价较1QCY26高出约53%。供应商持续将产能从其他细分领域向服务器DRAM倾斜，同时受HBM4量产延迟影响，部分晶圆产能得以释放，但新增供给均被旺盛需求迅速吸收。美国云服务商仍是优先供货对象，中国云服务商的长期协议（LTA）谈判尚在进行中，预计获得的供货量及条款均不及美国客户。 PC DRAM方面，需求韧性超出预期，MacBook Neo的强劲需求是原因之一，PC OEM的2QCY26价格谈判已基本完成。值得关注的是，DDR4芯片合约价5月环比大涨19至25%，主要受中国台湾厂商Nanya（2408 TT，未覆盖）主导供给所推动，低端PC及消费应用需求仍具支撑。 移动DRAM方面，三星和美光要求2QCY26价格较1QCY26上涨80%以上，SK海力士初步报价相对温和，涨幅约55至60%。TrendForce预计最终成交...

Elon Musk’s empire contains a number larger than the entire annual revenue of most public companies on the NYSE. It sits inside SpaceX’s pre-IPO disclosures, and once you see it, Musk’s AI strategy snaps into focus. The Hidden Number Per IPO paperwork, the AI segment inside the combined SpaceX-xAI entity posted a loss from operations ... The Hidden Cost of Elon Musk’s AI Ambitions Is Bigger Than Most Public Companies

拓山重工公告，控股股东徐杨顺持股3968.84万股，占53.15%，其与一致行动人徐建风、游亦云分别持股835.44万股、417.72万股，占11.19%、5.59%。三人拟于2026年6月30日至2026年9月29日，通过集中竞价及大宗交易方式合计减持不超210万股，不超过总股本2.81%，其中徐杨顺不超161.55万股，占2.16%；徐建风不超32.31万股，占0.43%；游亦云不超16.14万股，占0.22%。

Sekisui House, Ltd. press release ( SKHSY ): Q1 GAAP EPS of ¥90.19. Revenue of ¥908.88B (+1.7% Y/Y). More on Sekisui House, Ltd. Historical earnings data for Sekisui House, Ltd. Dividend scorecard for Sekisui House, Ltd. Financial information for Sekisui House, Ltd.

交通银行普惠金融事业部（乡村振兴金融部）总经理已由交通银行湖南省分行原党委书记、行长刘鹏涛接任。刘鹏涛长期从事商业银行零售金融业务，具有丰富的管理经验。在湖南省分行行长任上，他对科技金融有独到见解。近期，监管部门对普惠金融的导向从“规模驱动”转向“质量优先”，普惠金融业务面临调整期，商业银行需重新设置KPI，稳住资产质量。（21世纪经济报道）

In this article BX Follow your favorite stocks CREATE FREE ACCOUNT Blackstone is restricting withdrawals from its flagship Blackstone Private Credit (BCRED) fund following a spike in investor redemption requests. The asset management giant capped investor withdrawals from the $79 billion non-traded business development company at 5% of shares, after redemption requests hit 10%, or about $4.5 billion, during the second quarter. Shares in Blackstone were up 1.6% in premarket trade Thursday. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Some members of the billionaire Glazer family have been debating whether to sell their stake in Manchester United FC, after more than 20 years of ownership that has often been blighted by fan protest, people familiar with the matter told Bloomberg. Several stakeholders in the US-based Glazer family have been studying the possibility of divesting part or all of their holdings in the English Premier League football club, according to the people. Deliberations come as Manchester United’s owners face a potential multibillion-pound bill to redevelop the club’s famous Old Trafford stadium in the coming years. On the other hand, the club’s recent qualification for the lucrative UEFA Champions League comes with fresh earnings potential, providing incentive to remain invested. Bloomberg's Tiwa Adebayo joined "The Pulse with Francine Lacqua" to discuss. (Source: Bloomberg)

以高水平科技创新赋能养老服务，以高品质养老服务增进老年福祉。 上海市委副书记、市长龚正今天（6月4日）考察2026上海国际养老、辅具及康复医疗博览会（上海老博会），察看养老产品和服务。龚正指出，上海作为深度老龄化大都市，要深入践行人民城市重要理念，更大力度“投资于人”、服务于民生，抢抓现代科技与养老产业深度融合新机遇，以高水平科技创新赋能养老服务，以高品质养老服务增进老年福祉，加快打造银发产业发展高地，为实现“银发无忧”提供有力支撑。 2026上海老博会于6月4日至6日在上海新国际博览中心举行，汇聚了养老服务、家电、家居、康复辅具等十几个领域品牌，全球22个国家和地区的企业机构参展。下午，龚正一行来到老博会，一路察看银发生活展区、黄浦展团银发时尚街区、康复辅具创新展区、英国展团、上海养老科技产业园以及部分参展企业，察看养老产品新设计新功能，了解养老服务新理念新模式，与国内外企业、机构负责人交流，听取企业深化研发、服务客户、开拓市场等方面情况介绍。龚正鼓励企业加强创新研发，加快智能康复辅具等智慧养老产品的创新迭代，推出更多科技含量高、实用性强的“爆款”产品。 龚正说，上海要践行积极老龄观、健康老龄化理念，主动应对老龄化挑战，加快发展银发经济，全力构建老年友好型社会。当前，银发经济领域不断拓展，正从照护、助餐等基本服务向多元场景拓展，从单纯为老服务向财富管理、健康管理等“备老”服务延伸。要坚持供给需求协同互促，一方面推动需求牵引供给，满足老年人医、康、养、护、游等多层次需求。另一方面推动供给创造需求，支持鼓励经营主体拓展多元化养老业务，推出更多创新性、引领性的产品和服务，以高质量供给激活潜在需求。要做优做强银发产业，支持更多智能养老产品规模化应用，并放大老博会溢出效应，在沪集聚一批有核心竞争力的头部企业和特色品牌，更好辐射和服务全国大市场。要强化多元要素协同保障，强化政策供给，推动金融支持、人才集聚、场景开放、示范应用，支持相关企业和机构发展壮大。

Broadcom Stock Plunges 15% After Weak AI Guidance — Goldman Hikes Target To $525, Sees Nearly 30% Upside Benzinga

强化优势补短板、全力以赴促发展。 上海市委副书记、市长龚正今天（6月4日）在嘉定区调研时指出，要深入贯彻落实习近平总书记考察上海重要讲话精神，按照市委、市政府部署要求，牢固树立和践行正确政绩观，以勇挑大梁、破局突围的决心，以比学赶超、争先进位的状态，强化优势补短板、全力以赴促发展，积极支持龙头企业加快转型，推动新兴产业和未来产业集聚成势，以实干实绩为全市发展多作贡献。 上午，龚正一行来到位于嘉定安亭的上汽大众生产基地，体验新能源新车型，察看上汽奥迪总装车间，详细了解企业生产经营、新能源车型开发规划情况。龚正说，要全力以赴加快创新转型，提高智能化、绿色化、融合化水平，做新做优做强汽车产业。关键是要支持企业加快推出更具竞争力、更受市场欢迎的车型，加快智能网联新能源汽车发展，加快拓展海外市场，把传统优势转变为发展胜势。 昆仑数模（上海）信息科技股份有限公司是嘉定区的高新技术企业、专精特新企业。龚正一行来到昆仑数模，听取企业发展理念、技术储备、核心产品、应用场景等情况介绍，并就企业后续发展与负责人交流。龚正说，要以科技创新引领新兴产业和未来产业发展，发挥嘉定大院大所集聚等优势，以产业需求为导向，加快关键核心技术突破和科技成果转化。 在与嘉定区负责同志座谈交流时，龚正指出，嘉定正处在转型升级的关键阶段，要着眼大局、立足优势、坚定信心，在创新发展、产业升级、供需协同等方面精准发力、持续用力，继续挑好经济大区、工业大区的大梁。要着力提升先进制造业能级和竞争力，强化科创赋能，做大产业发展增量，狠抓存量转型，推动汽车等产业链上下游资源整合、高效协同、整体跃升。要着力推动现代服务业优质高效发展，加快发展科技服务业，加力发展数智服务，把高价值的服务深度嵌入到生产制造的全过程。 龚正指出，要着力释放有效需求，激活市场促消费，在场景创新、业态升级上多下功夫，推动文商旅体展农深度融合，打造更多消费新地标和新增长点。聚焦重点扩投资，顺势而为稳外需，支持企业开拓多元化国际市场，扩大优势产品出口。要着力激发经营主体活力，加强企业招引和培育，优化重点企业服务，下大力气解决企业需求迫切的问题，推动政策免申即享、直达快享，切实增强企业获得感，进一步形成促进发展的合力。

A software miss and unchanged full-year AI chip guidance overshadow a record Q2 beat.

格隆汇6月4日｜欧佩克秘书长：我们仍然看到强劲的石油需求增长，我们不会改变我们的预估。

Founder of Greensill Capital says there was no finding he acted dishonestly after his company collapsed owing £1.6bn The disgraced former financier Lex Greensill has been banned from running a UK company for nine years after he was judged to be unfit because of the 2021 collapse of his £1.6bn supply chain invoicing firm. The government’s Insolvency Service said on Thursday that Greensill had signed a disqualification undertaking, bringing the case to an end before a was due to begin on 8 June. Continue reading...

唯特偶公告，深交所发布《关于对深圳市唯特偶新材料股份有限公司的关注函》，其中指出，近期，公司股价涨幅较大，5月20日触及严重异常波动，6月4日触及涨停。4月25日至5月21日，公司路演频繁，共计发布7份投资者关系记录表，并多次在问答环节提及光模块、先进封装等热点领域相关业务。要求公司说明光模块生产商在光模块及其部件生产过程中各环节所需使用锡膏的含量，对应单价及金额、占光模块产品价格的比例；说明公司目前主营产品分别应用在光模块生产三大环节的具体情况，包括各环节对应的主要客户名称、最近一年及一期已实现的销售金额、毛利率、在手订单金额。请公司自查并列示近期接受媒体采访、机构和投资者调研、回复投资者咨询等情况，说明是否存在违反信息披露公平性原则的情形；并进一步说明公司在上述期间多次开展特定对象调研、路演活动等投资者关系活动的具体考虑、方案设计的具体职能部门，履行的内部程序、审批人员，较此前次数、频率均显著增加的原因及合理性，光模块应用、先进封装领域应用的提问人员。

格隆汇6月4日｜近日，深圳市怡亚通供应链股份有限公司与英特尔(Intel)战略合作升级，获评英特尔2026官方解决方案聚合商。依托合作资质，怡亚通分销全系列英特尔芯片及英特尔体系下OEM、ODM定制成品。

Johnson Controls International ( JCI ) declares $0.40/share quarterly dividend, in line with previous. Forward yield 1.09% Payable July 10; for shareholders of record June 15; ex-div June 15. See JCI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Johnson Controls International Johnson Controls International plc (JCI) Shareholder/Analyst Call - Slideshow Johnson Controls International plc (JCI) Shareholder/Analyst Call Transcript Johnson Controls International plc (JCI) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript Ohio to pause tax incentives for future data centers Johnson Controls anticipates ~$4.85 adjusted EPS on ~6% organic sales growth as it raises full-year guidance

Deal Targets Chip To Rack Demand For AI Systems

格隆汇6月4日｜世界黄金协会：部分实物黄金市场似乎有所走弱，印度和韩国出现贴水交易，日本市场也有零星抛售迹象。全球黄金ETF资金流入在5月表现疲弱。随着霍尔木兹海峡对峙持续，不排除官方部门不时进行黄金互换或出售的可能性。短期内最大的风险可能来自能源市场。油价正主导市场焦点、通胀预期以及债券收益率走势。如果库存下降推动能源价格大幅上涨，可能首先推高债券收益率、提振美元，并延长黄金当前的疲弱表现，随后市场才会逐渐反映出其更长期的影响。

Seller Ledger today announced new multi-currency accounting capabilities designed to solve one of the most persistent bookkeeping challenges facing Amazon sellers: accurately accounting for sales, fees, and payouts across multiple countries and currencies. North American Amazon sellers often have transactions recorded in Canadian dollars or Mexican pesos, but deposits that arrive as U.S. dollars in a bank account. Because exchange rates fluctuate continuously and Amazon does not always provide t

Nvidia (NVDA) Analysts Boost Outlook Following Computex Keynote GuruFocus

格隆汇6月4日｜埃及总理：预计将很快公布国际货币基金组织考察任务的相关消息。

Key PointsExecutive Vice President Miguel Vizcarrondo acquired 21,000 shares for a transaction value of approximately $491,000 on May 11, 2026.

The delay raises questions about Meta's developer AI rollout.

格隆汇6月4日｜韩国第九届地方选举结果4日陆续公布，执政党共同民主党在韩国16个道知事和广域市市长职位中赢得12席。最大在野党国民力量党在首尔市、大邱市、庆尚北道和庆尚南道四地获得胜利，其中吴世勋成功连任首尔市长。韩国国会议员补选3日与地方选举同时进行，共同民主党候选人同样占据绝对优势，在14个席位中赢得9席。国民力量党获得4席，无党派候选人、国民力量党前党首韩东勋赢得1席。

As recent conflicts expose vulnerability of fertiliser markets and its effect on food security, VunaNexus offers an alternative When staff answer the call of nature at the European Space Agency’s headquarters in Paris, their urine is not simply flushed away – it is turned into something much more useful. While urine-diverting toilets are often associated with smelly festival loos , there is nothing bohemian about recycling nutrients from human pee, said David de Chambrier, the chief executive of VunaNexus. The process isn’t so different to recovering minerals in used electronics. Continue reading...