格隆汇6月3日｜微软希望开发者不只将其视作OpenAI的头号合作伙伴。微软计划在本周Build开发者大会上，集中展示多款自研AI模型，覆盖代码编写、逻辑推理等各类应用场景。

All three major US stock indexes were up in late-morning trading Tuesday, as investors monitor devel

Key PointsThe U.S. government invested $2 billion across nine quantum computing companies.

Everyone wants to own NVIDIA (NASDAQ:NVDA). Almost nobody talks about who pours the concrete, runs the wires, and keeps the chips from melting. That’s where we’ve been spending most of our research time over the past 18 months, and three names keep surfacing: Eaton, Vertiv, and Quanta Services. Here’s the setup. AI hyperscalers are now ... The Boring Sector Quietly Powering the Entire AI Revolution

Sundry Photography/iStock Editorial via Getty Images Thesis I am a Hold on Western Digital ( WDC ). It has been drawn into the undeniable storage supercycle by AI, and its latest quarter was a truly great set of numbers. The only problem with the growth story here is that most of this has already been priced into the stock. Trading at just under 31–34x forward earnings, one would expect WDC's valuation to be a lot more robust than something that is still principally a cyclical business. For current shareholders, the thesis isn't wrong; it just needs to be given some more time. For potential investors, I see a lot more downside than upside from these levels without a significant correction or additional earnings validation. Company Overview Western Digital is one of the world's largest manufacturers of hard drives for enterprise, cloud, and consumer markets . Since its sale of its flash memory business, the firm is the purest of pure-play HDD companies, with a heavy tilt towards the data center. It has also become far more focused in its identity: WDC is no longer a storage reseller and manufacturer conglomerate but solely a provider of high-capacity nearline drives , which is precisely the sort of thing that AI infrastructure will require in vast quantities. 89% of WDC's sales now come from cloud customers, with order books running through 2027 and 2028 with irreducible buy-side commitments from the biggest hyperscalers. That sort of guidance is extremely unusual in hardware, and it is the backbone of the bullish case. Financial Performance and Qualitative Analysis The numbers from Q3 2026 are quite clear. Revenue was $3.34 billion, up a massive 45 percent year over year (YoY). Adjusted EPS was $2.72, beating consensus estimates of $2.36 (roughly a 15 percent beat) and nearly doubling YoY. Non-GAAP gross margin was 50.5 percent, with operating margins at a ridiculous 38.6 percent. That's insanely high for an HDD manufacturer. The free cash flow for the quarter was a...

QuantaGrid D75T 7U Accelerates Large Language Models With AMD Quantum Zeitgeist

Palo Alto Networks (NASDAQ:PANW) is positioned as a long-duration compounder because cybersecurity has crossed the line from corporate luxury into non-discretionary utility, and the company sits at the center of that permanent shift. Hackers don’t take time off when the economy slows down, and enterprises are now consolidating fragmented security stacks onto integrated, AI-driven platforms. ... A Once-in-a-Generation Megatrend Makes This Cybersecurity Stock a High-Conviction Buy for the Next 20

Image source: The Motley Fool. Monday, March 30, 2026 at 5 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

SIMO launches SM2524XT PCIe Gen5 DRAMless SSD controller for AI PCs, touting up to 14 GB/s reads, low latency and better efficiency.

Can Silicon Motion's Latest SSD Controller for AI PCs Stoke Growth? TradingView

Michael Parekh discusses Nvidia's latest earnings, highlighting 85% revenue growth and a strong outlook. He explains why the stock's reaction was muted despite the impressive numbers and addresses the impact of China's market and the future of AI infrastructure spending.

Vertex Pharmaceuticals (NASDAQ:VRTX) screens as a long-duration compounder because it sits on a global monopoly in cystic fibrosis therapies that generates substantial free cash, while Wall Street prices it closer to a generic large-cap biotech than to the cash-flow compounder its financials describe. For a retirement-focused investor who has been burned chasing momentum, this is ... Got $5,000? 1 Cash-Flow King to Buy and Hold Forever That Wall Street Is Completely Mispricing

Alphabet's surprise $80 billion capital raise sparked debate, but Jefferies Equity Research Analyst Brent Thill says it's a power move, not a rescue mission. He joins Bloomberg Open Interest to explain why Google is racing ahead of potential OpenAI, Anthropic and SpaceX IPOs, why AI spending could exceed $1 trillion annually and how the AI boom could fundamentally reshape corporate hiring and investment decisions. (Source: Bloomberg)

现代汽车 美国公司6月2日公布，5月美国市场销量达87，468辆，同比增长3%，创下历史同期5月销量新纪录。在整体汽车市场面临逆风的背景下，现代凭借混动车型的强劲表现和核心轿车的稳健增长，再次实现逆势上扬。 数据显示，现代5月零售销量同比增长2%。其中，电动化车型成为最主要的增长引擎。受市场对高燃油效率车型需求的推动，现代混合动力汽车整体销量同比飙升90%，创下历史最高5月销售纪录。纯电动汽车销量同比增长10%，同样创下5月最佳表现。 分车型来看，核心轿车阵容表现抢眼：伊兰特售出16，819辆，同比增长7%；索纳塔销量达8，456辆，同比大增39%。在SUV阵营中，帕里斯帝销量达13，089辆，同比增长17%；途胜售出20，581辆，同比增长3%；IONIQ 5电动SUV销量达5，002辆，同比增长28%，创下5月历史最佳成绩。此外，全新三排座电动SUV IONIQ 9自今年早些时候上市以来表现亮眼，5月售出1，145辆，同比大增279%。 现代汽车北美公司总裁兼首席执行官Randy Parker表示：“5月，现代汽车从轿车到SUV，包括混动和纯电动车型在内，几乎所有细分领域都实现了增长。市场依然具有韧性，消费者虽然在继续应对购买力压力，但潜在需求依然稳固。我们的混动产品阵容获得了强劲的市场反响，同时电动汽车需求也在持续改善。” 此前，现代汽车公布的4月数据显示，其在美国市场的新能源车销量占比已突破30%。与此同时，现代汽车母公司公布的数据显示，5月现代汽车全球总销量为325，473辆，同比下降7.7%。与现代汽车在美国市场的强劲表现形成对比，全球其他区域市场则相对疲软。 现代汽车表示，借助对2026年FIFA世界杯的赞助带来的品牌曝光度，公司预计将在夏季继续保持增长势头，推动全年业绩持续向好。 责任编辑：张俊 SF065

EasyJet's rejection of a reported Castlelake takeover approach sparks a bigger debate: Are UK-listed companies undervalued? Bloomberg's Silas Brown joins Bloomberg Open Interest to explain why a private credit giant is interested in aviation deals and reveals that private credit markets remain flooded with cash despite growing geopolitical and inflation concerns. (Source: Bloomberg)

Nike (NYSE:NKE) stock has disappointed investors for years. According to one guest on Barron’s Streetwise podcast with Jack Hough, the underlying brand tells a very different story. The guest pointed to consumer survey data showing that roughly 95% of people agree with the statement “Nike is a brand for me.” Meanwhile, no other major consumer ... Nike Analyst: ‘95% of People Say Nike Is a Brand for Me’ – No Other Brand Gets Above 60%

格隆汇6月3日｜慧与科技（HPE）首席财务官Antonio Neri表示，企业订单因人工智能需求的增长而呈现上升趋势。

MongoDB CEO CJ Desai joined Bloomberg Open Interest to break down how AI could become a massive growth driver for the company. He says that every AI application needs a scalable data layer and reveals that his software company added 2,500 customers last quarter while targeting thousands more in the year ahead. (Source: Bloomberg)

【有線新聞】美國國務卿魯比奧確認華府暫停140億美元對台軍售案，被問到總統特朗普有否在軍售問題作出讓步時，否認中方立場影響白宮決定，重申對台立場不變。 魯比奧：「我不會談論總統在會談等說甚麼，簡單來說，針對你剛才的問題，總統過去並非在此處境提出對台軍售，當總統說這是一個好談判籌碼，他所指的是因為中國經常談及這事，這是她們的首要事項。中國經常談及對台軍售，但絕不是阻礙華府或白宮決策的原因，這將交由總統決定何時和如何實行。」

【有線新聞】美國國務卿魯比奧稱正審查140億美元對台軍售案，被問到總統特朗普有否在軍售問題作出讓步時，否認中方立場影響白宮決定，重申對台立場不變。 魯比奧：「我不會談論總統在會談等說甚麼，簡單來說，針對你剛才的問題，總統過去並非在此處境提出對台軍售，當總統說這是一個好談判籌碼，他所指的是因為中國經常談及這事，這是她們的首要事項。中國經常談及對台軍售，但絕不是阻礙華府或白宮決策的原因，這將交由總統決定何時和如何實行。」

4 月就业数据印证美联储官员近期观点：就业整体平稳、裁员低位，暂无经济深度衰退迹象 内容要点 美国劳工部数据：4 月职位空缺升至 760 万个，招聘率回落至 3.2%。 美国劳工部月度职位空缺与劳动力流转调查报告显示：4 月美国岗位空缺增多，但企业实际招聘人数下滑。 4 月空缺岗位由 3 月的 690 万个增至 760 万个 ，职位空缺率从 4.2% 升至 4.6%；裁员率小幅走弱，由上月 1.2% 降至 1.1%。 招聘率从 3 月 3.5% 下滑至 3.2% ，4 月合计约 510 万人成功入职新岗位。 衡量员工跳槽意愿的 主动离职率 由 2% 降至 1.9%，该指标用来反映劳动者换工作的信心与可行性。 4 月就业环境符合美联储此前判断：就业大盘整体平稳，裁员数据偏低，没有出现经济大幅下行的征兆。不过数据侧面说明，持续的经济不确定性压制企业扩招意愿。本周五劳工统计局将发布 5 月非农就业报告，市场可进一步研判劳动力市场全貌。 责任编辑：郭明煜

jetcityimage/iStock Editorial via Getty Images Sherwin-Williams ( SHW ) shares were little changed Tuesday after UBS downgraded the paint and coatings maker to Neutral from a previous investment rating of Buy, saying that a prolonged housing downturn and uncertainty surrounding potential acquisitions could limit the stock's upside over the next several years. UBS analyst Joshua Spector cut his 12-month price target to $330 from $385, saying the company remains highly leveraged to a recovery in U.S. housing activity, but that such a rebound appears further away than previously expected. For investors, the downgrade underscores growing concerns that Sherwin-Williams ( SHW ) may face a longer period of muted earnings growth despite its dominant position in architectural paints. The company has historically commanded a premium valuation because of its pricing power and extensive store network, but a sluggish housing market and the prospect of increased leverage from acquisitions could weigh on the shares in the near term. UBS now forecasts adjusted earnings per share to grow at roughly a 5% compound annual rate over the next two years, with stronger growth not expected until 2028 or later. The firm estimates Sherwin-Williams ( SHW ) will earn $12.60 per share in 2027, about 5% below Wall Street consensus. The report says elevated mortgage rates and home prices continue to suppress housing affordability, keeping existing-home sales near trough levels. Because Sherwin-Williams ( SHW ) derives the majority of its earnings from its Paint Stores Group, which is closely tied to residential repainting and housing turnover, a delayed housing recovery could postpone a more meaningful acceleration in profits. While UBS believes Sherwin-Williams has continued to gain market share and retains strong pricing power, the analyst said pricing increases are largely being used to offset inflation and higher costs rather than driving substantial earnings growth. The firm expects only mode...

Source: Bloomberg, 0:00

In trading on Tuesday, the SPDR S&P Semiconductor ETF is outperforming other ETFs, up about 5.7% on the day. Components of that ETF showing particular strength include shares of Marvell Technology, up about 27.3% and shares of Penguin Solutions, up about 20.4% on the day.

美国股市迭创新高，但华尔街分析师并不急于跟上。 数据显示，跟踪个股、且几乎总是预测股价会上涨的研究人员，现在下调标普500指数成分股展望的速度快于上调，这是伊朗战争爆发以来第二次出现这种情况。Jefferies LLC的数据显示，在范围更广的罗素3000指数中，获得“买入”评级的成分股占比几乎与四年前完全相同，并且远低于互联网泡沫时期的峰值。 无论这种新出现的怀疑态度背后的确切原因是什么，它都被视为一种健康的发展。从逆向投资角度看，这意味着市场情绪远未达到通常预示顶部出现的狂热程度。 Jefferies负责股票研究产品管理的高级副总裁Andrew Greenebaum表示：“我倾向于通过‘边际买家更多还是卖家更多？’这个视角来看待市场情绪。”“卖方尚未显示出全面认同的迹象。” 自4月中旬以来，标普500指数在市场对伊朗局势达成和平协议的希望以及对人工智能技术盈利潜力的热情推动下接连创下纪录。根据LPL Financial，该指数已连续九周上涨，其间涨幅达20%，这是75年来同等长度连涨中最强劲的一次。 虽然超买状态正在发出警示信号，且涨势的参与面仍然狭窄，但几乎没有出现明显亢奋的迹象。Jefferies数据显示，罗素3000指数成分股中获得买入评级的比例为82%，略高于长期平均水平，但低于世纪之交时90%的峰值。 在 美国银行 ，一项追踪策略师建议股票配置比例的逆向指标，尽管过去一个月有所上升，但仍处于“中性区间”。 美国银行策略师Victoria Roloff和Savita Subramanian在6月1日致客户的报告中写道，该读数仍低于以往峰值水平，意味着“标普500指数未来12个月将实现健康的12%价格回报”。美国个人投资者协会的最新调查显示，看空者仍多于看多者。 “最不情愿的上涨行情之一” 在Greenebaum看来，这种格局造就了“很长一段时间以来最不情愿的上涨行情之一”。 当然，缺乏狂热并不能保证涨势将持续，尤其是在其他警示信号不断增多之际。按历史标准衡量，估值仍然偏高，科技股集中度已达到极端水平，与此同时，美国和伊朗围绕达成协议以重新开放霍尔木兹海峡的讨论处于僵持状态。据半官方的伊朗学生通讯社报道，伊朗周一表示，将暂停“通过调解人进行谈判和交换文件”，以抗议以色列对黎巴嫩的袭击，并警告称，如果袭击继续，伊朗可能会以色列北部作为打击目标。 此外，低迷的调...

In trading on Tuesday, application software shares were relative laggards, down on the day by about 3%. Helping drag down the group were shares of ODDITY Tech, down about 30.3% and shares of Verra Mobility down about 15.9% on the day. Also lagging the market Tuesday are biotec

Key PointsDell and Hewlett Packard Enterprise both beat earnings over the past week, igniting hopes for Super Micro investors.

Stewart Information Services today announced that its Board of Directors declared a cash dividend of $0.525 per share for the second quarter 2026, payable June 30, 2026, to common stockholders of record on June 15, 2026. Essential Properties Realty Trust announced today that it

Berkshire Hathaway agreed to buy U.S. homebuilder Taylor Morrison in an all-cash transaction worth $8 billion.