Super Micro Computer (SMCI +10.73%) stock soared 10% through 1:25 p.m. ET today on some very positive news from a competitor. Shares of Super Micro archrival Dell Technologies (DELL +30.29%) catapulted nearly 29% higher this afternoon in response to a powerful earnings beat Dell delivered last night. Dell delivered non-GAAP Q1 profits of $4.86 per share (and GAAP profits of $5.24 per share), both numbers well ahead of analysts' forecast $2.88 per share. Dell also beat soundly on sales, reporting $43.8 billion versus analysts' $34.8 billion consensus estimate. What Dell's success means for Super Micro But wait. Super Micro and Dell are competitors. Doesn't this mean that if Dell is doing well, Super Micro isn't? Not necessarily, if what we're seeing here is a rising tide (of demand for artificial intelligence servers) lifting all (or at least both) boats. Assuming there's sufficient demand for servers to outfit AI data centers, then Dell's good news could actually foreshadow more good news for Super Micro as well. And there certainly does seem to be a lot of demand. Dell saw sales surge 88% year over year in Q1, and Dell's profits soared 282%. This speaks strongly to pricing power among server suppliers, and not to Dell and Super Micro fighting some kind of price war over market share. Expand NASDAQ : SMCI Super Micro Computer Today's Change ( 10.73 %) $ 4.43 Current Price $ 45.73 Key Data Points Market Cap $25B Day's Range $ 44.17 - $ 48.33 52wk Range $ 19.48 - $ 62.36 Volume 4.7M Avg Vol 39.3M Gross Margin 8.39 % What's next for Super Micro Computer stock Indeed, Dell reassured anyone doubting the durability of the artificial intelligence revolution. "AI orders" made up 56% of Dell's business last quarter, and "AI servers" in particular were nearly two-thirds of total AI orders. Apparently, the AI revolution is alive and well, with Dell COO Jeff Clarke commenting, "the AI opportunity shows no signs of slowing." That sounds like good news for Dell... and probably fo...

Key Points Powerful earnings from Dell last night signal continued health for the AI revolution. Super Micro is a Dell competitor, but should benefit from the same strong demand for AI servers that helped Dell. 10 stocks we like better than Super Micro Computer › Super Micro Computer (NASDAQ: SMCI) stock soared 10% through 1:25 p.m. ET today on some very positive news from a competitor. Shares of Super Micro archrival Dell Technologies (NYSE: DELL) catapulted nearly 29% higher this afternoon in response to a powerful earnings beat Dell delivered last night. Dell delivered non-GAAP Q1 profits of $4.86 per share (and GAAP profits of $5.24 per share), both numbers well ahead of analysts' forecast $2.88 per share. Dell also beat soundly on sales, reporting $43.8 billion versus analysts' $34.8 billion consensus estimate. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » What Dell's success means for Super Micro But wait. Super Micro and Dell are competitors. Doesn't this mean that if Dell is doing well, Super Micro isn't? Not necessarily, if what we're seeing here is a rising tide (of demand for artificial intelligence servers) lifting all (or at least both) boats. Assuming there's sufficient demand for servers to outfit AI data centers, then Dell's good news could actually foreshadow more good news for Super Micro as well. And there certainly does seem to be a lot of demand. Dell saw sales surge 88% year over year in Q1, and Dell's profits soared 282%. This speaks strongly to pricing power among server suppliers, and not to Dell and Super Micro fighting some kind of price war over market share. What's next for Super Micro Computer stock Indeed, Dell reassured anyone doubting the durability of the artificial intelligence revolution. "AI orders" made up 56% of Dell's business last quarter, and "AI servers...

伊朗外交部发言人巴加埃对外表示，伊朗与美国之间的交流仍在继续，但尚未达成最终共识。巴加埃还表示，西方任何一方在谈论伊朗时，都不能使用“必须”这种语言。伊朗只会根据伊朗人民的利益和权利自行做决定。 在涉及霍尔木兹海峡通航的问题上，巴加埃表示，霍尔木兹海峡位于伊朗和阿曼的领海范围内，伊朗和阿曼必须采取机制，既保护作为沿海国家的自身利益和国家安全，也向国际社会保证该航道的航运安全。（央视） 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

We're still months away from the official 2027 Social Security cost-of-living adjustment (COLA), but there's already a ton of speculation about where it will end up. The latest estimates suggest an above-average COLA is possible, even likely. That might sound like a good thing, but the truth is more complicated. Larger COLAs carry hidden drawbacks worth recognizing so you understand what to realistically expect next year. The Senior Citizens League (TSCL), a nonpartisan senior group, recently raised its 2027 COLA projection from 2.8% to 3.9%. This would add about $81 to the $2,081 average monthly retirement benefit as of April 2026. It's rare to see COLA projections increase by 1.1 percentage points in a single month, and it's due to the recent spike in inflation. COLAs are based on changes in average third-quarter inflation data, so if inflation rates stay high, seniors will likely get an above-average COLA next year. The trouble is, higher inflation also means rising living costs. Your Social Security checks will grow, but that extra money will go toward groceries, gas, and other essential living costs, rather than to improving your quality of life. To make things even more complicated, higher Social Security benefits could increase the likelihood that you'll owe Social Security benefit taxes. So your benefits might not go as far in 2027 as they do today. There's still a lot that's up in the air, though. The Social Security Administration won't announce the official COLA until mid-October. Once we know that, it'll be time to start planning how you'll cover your living costs next year.

Key Points SpaceX reportedly dialed back its IPO valuation target from $2 trillion to $1.8 trillion. Its S-1 report revealed that its growth is slowing and its losses are widening. The company looks overpriced based on conventional metrics. These 10 stocks could mint the next wave of millionaires › Just days after SpaceX issued its S-1 report, the company is already scaling back its IPO goals. Elon Musk’s space exploration, satellite internet, and AI company is now reportedly targeting a valuation of at least $1.8 trillion in its public offering, down from an earlier goal of at least $2 trillion. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » In a post on X, Musk said the news was “false,” and it’s unclear if the dialed-down target is a response to a lack of investor enthusiasm, though it could be a needed dose of reality for the space juggernaut. Image source: SpaceX. What is SpaceX worth? SpaceX’s S-1, the SEC filing required of all companies going public, was mostly a disappointment. It revealed a company with only moderate growth and widening losses, especially after its acquisition of xAI. In 2025, SpaceX’s revenue rose 33% to $18.7 billion, though it reported a generally accepted accounting principles (GAAP) operating loss of $2.6 billion, compared to a profit of $466 million in 2024, due to a surge in R&D spending, driven by an increase in spending on its AI segment, formerly xAI. In the first quarter of 2026, revenue growth slowed to 15.4% to $4.7 billion, and its GAAP operating loss was $1.94 billion, again due to R&D expense more than doubling to $3.5 billion. However, SpaceX sees its valuation determined by its future, which includes a mission to colonize Mars and the moon, rather than its current results. The company claims an actionable total addressable market of $28.5 trillion, rou...

AMZN Maintained by Truist Securities -- Price Target Raised to $320 GuruFocus

Former US attorney general Pam Bondi rebuffed questions about President Donald Trump’s involvement in handling records of the Justice Department’s investigation of accused sex trafficker Jeffrey Epstein, Democratic lawmakers said. “She refused to answer any questions about President Trump,” congressman Robert Garcia, the top-ranking Democrat on the House panel investigating Epstein, told reporters during a break in the committee’s closed-door questioning of Bondi. Bondi also pushed any blame for missteps with Epstein-related documents onto Acting Attorney General Todd Blanche, formerly deputy attorney general, Garcia said. He added that Democrats would seek to subpoena Blanche to testify before the panel. Advertisement Democrats and some Republicans have criticised the Justice Department for being slow to comply with a law forcing release of files and withholding key information. The Justice Department released 3.5 million pages of related documents out of more than 6 million pages it identified as potentially relevant, according to a January 30 memo, which indicated documents may have been withheld because they were privileged, subject to protective orders, or duplicative. Epstein survivors (from left) Lara Blume McGee, Andrea Sterling and Sharlene Rochard hold up redacted documents related to the investigation outside a House Oversight Committee closed-door interview with former US Attorney General Pam Bondi on Friday. Photo: AFP “What documents remain? Why haven’t they been turned over?” House Oversight Committee Chairman James Comer, a Kentucky Republican, told reporters ahead of Bondi’s testimony. “I want every document. I don’t want anything held back.”

Micron Faces New Threat From Samsung’s Memory Chip for AI Barron's

Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Odd Lots is coming to Hong Kong! One more reminder that we are doing a live event in Hong Kong on June 11 . It won’t be a live episode, but one of our trivia nights. Start getting your team together to test your knowledge of all things markets, finance, and economics. We’re also attending the Bloomberg Invest Hong Kong conference , and we’ll of course be recording some episodes. If there’s anyone you think we should meet or talk to, please reach out. Here’s what Tracy’s thinking about... Last night we hosted our biggest-ever live show, over at City Winery in NYC. Thank you to everyone who came out, it was a great evening of fantastic conversation with interesting podcast guests (and listeners)! One of those guests was Torsten Slok, chief economist at Apollo. He is also known as ‘The King of Charts.’ Given that moniker, we asked Torsten to share a short, chart-based presentation as part of the show. The full episode will be out soon but I wanted to give a small preview here just because it dovetails with so much of what I’ve been writing about recently. The extent to which AI is taking over both the US economy and its financial markets is truly stunning. Per Torsten, in equity markets, the 10 biggest companies in the S&P 500 now make up 40% of the index. Eight of these 10 could be directly classified as Big Tech directly involved in AI. And even the remaining two have meaningful exposure to AI — Eli Lilly & Co. for instance, has more than 1,000 Blackwell GPUs powe...

Loading the player… The people deciding that AI can replace your job are also the ones least likely to understand what your job truly involves, according to Box founder Aaron Levie, who pointed to this as an example of “AI psychosis.” Indeed, ClickUp recently cut 22% of its workforce for AI agents, tech layoffs in 2026 are already nearly matching all of 2025, and DuckDuckGo installs are climbing from users who want Google to stop forcing AI into search and just give them links. Watch as TechCrunch’s Equity podcast hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what happens when the AI-pilled and the AI-skeptical are both right at the same time, plus three deals worth knowing about and Waymo’s new robotaxi hitting the road. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Loading the player... The people deciding that AI can replace your job are also the ones least likely to understand what your job truly involves, according to Box founder Aaron Levie, who pointed to this as an example of “AI psychosis.” Indeed, ClickUp recently cut 22% of its workforce for AI agents, tech layoffs in 2026 are already nearly matching all of 2025, and DuckDuckGo installs are climbing from users who want Google to stop forcing AI into search and just give them links. Watch as TechCrunch’s Equity podcast hosts Kirsten Korosec, Anthony Ha, and Sean O’Kane dig into what happens when the AI-pilled and the AI-skeptical are both right at the same time, plus three deals worth knowing about and Waymo’s new robotaxi hitting the road. Subscribe to Equity on YouTube, Apple Podcasts, Overcast, Spotify and all the casts. You also can follow Equity on X and Threads, at @EquityPod.

Peter Gridley AI is not going to lead to mass unemployment or mass displacement, but it will create a lot of stress, according to San Francisco Federal Reserve Bank President Mary Daly. It will be difficult for people, especially for fresh graduates, according to the Federal Open Market Committee's alternate voting member. Daly was speaking in a panel discussion before the 2026 Reagan National Economic Forum. "If you're a brand-new graduate who trained in computer science and you thought you were going to get a job in one of the tech companies or somewhere else doing coding. And you know that those coding jobs aren't available anymore because AI is doing some of that coding or a lot of that coding," said Daly. "That creates a lot of stress. Interestingly, the stress is more generational than you think because the parents of those students encourage their kids to take these types of courses only to find out they didn't have a ready-made job, and now they've got to do some additional training." "So I think that it's really a call to the university and educational system to help people be AI-enabled once they graduate," she said during the discussion. When asked about the productivity surge from AI, the San Francisco Fed president said, " We've got the productivity surge a little bit earlier this time. And what's problematic is it's hard for economists or anyone to link it directly back to the AI investments." "In fact, if you talk to companies, they say, haven't seen the productivity yet, but they're doing it through capital deepening. Investing. That's raising their productivity per worker, and that's positive thing." "We know that AI is going to do tremendous things. We just don't know how quickly it will be done. I'm pretty bullish on the future productivity growth, but I also am very evidence-based. But I want to see some more evidence that this is actually picking up durable, sustained gains in productivity," she noted. When asked if there is a labor supply issue...

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Bank of England Governor Andrew Bailey discusses the emerging risks from frontier AI models, the recent concerns about the private credit market and the central bank's stablecoin proposals. He speaks with Bloomberg's Stephanie Flanders at a central banking conference in Iceland. (Source: Bloomberg)

J Studios/DigitalVision via Getty Images Investment Thesis I reiterate my sell rating on the main assets tracking Chinese stocks. My first article on this theme was published on January 12, 2025, and my last article was published on December 28, 2025. In this article I deeply analyze Chinese macroeconomic data and make a comparison between Chinese and US companies to support my skeptical view. Assets Tracking The Main Chinese Stocks Usually investors choose two ETFs to take exposure to Chinese stocks: the iShares China Large-Cap ETF ( FXI ) and the iShares MSCI China ETF ( MCHI ). FXI vs MCHI (SA) Both are managed by BlackRock, and while FXI has $5.5 billion in AUM and a 0.73% expense ratio, MCHI has $6.3 billion in AUM and a 0.59% expense ratio. Despite similarities, the main difference is in the number of holdings. While FXI owns 52 holdings (top 10 represents 56%), MCHI owns 580 holdings (top 10 represents 43%). Concentration & Risk (SA) MCHI is more diversified because it tracks the MSCI China Index (which includes stocks traded in China, Hong Kong and Chinese companies traded in the US). FXI tracks the FTSE China 50 Index , this means that FXI is more similar to the Dow Jones Index while MCHI is more similar to the S&P 500. Which is the better ETF to invest in? In the last five years the answer was neither, but the challenge is to forecast what will happen in the next years so let's revisit the Chinese thesis and project some scenarios. Comparison (SA) From the world's factory to a real economic threat China is probably one of the most seductive investment cases in the 21st century! For a long time this country stood out in the silk route but after a stagnation and lack of innovation, the 70s brought a big transformation. A gigantic workforce, flexible labor and environmental laws and a privileged geographical location (Chinese coastline) allowed Chinese factories to specialize in logistics, processing, and assembly. Industry Type Breakdown (Li&GR ant Beijing A...

Morgan Stanley (MS) launches auto-callable 200% participation notes maturing 2029 Stock Titan

Mikel Arteta has dismissed suggestions the pressure is off Arsenal in Saturday’s Champions League final after their first Premier League title for 22 years and insists he and his players are hungry for more trophies. Paris Saint-Germain, who defeated Arsenal in the semi-finals last year before being crowned European champions for the first time, saw off Chelsea, Liverpool and Bayern Munich in the knockout stages and are strongly fancied to retain their crown. Jurriën Timber looks likely to start after Arteta confirmed the Netherlands defender had recovered from a groin injury, although he has not featured since the win over Everton on 14 March. Arsenal have yet to win the Champions League and reached the final on one previous occasion, in 2006, when they were defeated by Barcelona. Arteta is determined Arsenal seize their opportunity on the biggest stage in club football after finally ending their long wait for the league title. “The ambition is bigger,” the manager said. “We have one, and now we want the second one. That’s all we’ve been talking about. There has to be a platform to reach bigger destinations and to aim for more. And the team is capable, because we’ve shown it in the last two seasons, in this competition. What we’ve done this season in the competition, and I want the players to be so confident that we’re going to win.” Arteta, asked whether he had noticed something different when he looks in the eyes of his players, said: “That they want more. Going through those moments brings you a different kind of desire. Because you lift it, you know exactly how it feels. You want to reproduce that feeling as many times as possible. “We have the opportunity to write a new chapter in the history of this football club. And in order to do that, we have to play with such clarity, a lot of courage, and a relentless desire to win. We have those three aspects, and I’m sure we’re going to be close to winning.” Bukayo Saka, who scored Arsenal’s goal in last season’s 3-1 ...

Key Points Ramiah Investment Group bought 65,072 shares of QQQE; estimated trade size was $6.68 million based on quarterly average pricing Quarter-end value of the new QQQE position was $6.41 million, reflecting a net position change that incorporates price movement during the quarter The purchase represented a trade size equal to 6.71% of reported assets under management (AUM) for the quarter. Post-trade, Ramiah held 65,072 shares of QQQE, valued at $6.41 million as of March 31, 2026 The position accounts for 6.45% of the fund’s reportable AUM, placing it outside the fund’s top five holdings 10 stocks we like better than Direxion Shares ETF Trust - Direxion Nasdaq-100 Equal Weighted Index Shares › What happened According to a SEC filing dated April 21, 2026, Ramiah Investment Group opened a new position in Direxion Shares ETF Trust - Direxion NASDAQ-100 Equal Weighted Index Shares (NASDAQ:QQQE) by acquiring 65,072 shares. The value of the stake at quarter end was $6.41 million, reflecting both trading and price changes over the period. What else to know This was a new position for Ramiah, representing 6.45% of its reportable U.S. equity AUM as of March 31, 2026 Top five holdings after the filing: NYSEMKT:BIL: $22.88 million (23.0% of AUM) NYSEMKT:RSP: $14.45 million (14.5% of AUM) NYSEMKT:VTI: $11.00 million (11.1% of AUM) NYSEMKT:VB: $8.28 million (8.3% of AUM) NYSEMKT:VOOV: $5.28 million (5.3% of AUM) As of May 26, 2026, QQQE shares were priced at $118.37, marking a 26.1% rise over the past year. ETF overview Metric Value AUM 1.23 billion Price (as of market close 2026-05-26) $118.37 Dividend yield 0.58% 1-year total return 26.13% ETF snapshot The Direxion NASDAQ-100 Equal Weighted Index ETF (QQQE) offers institutional investors an alternative to traditional NASDAQ-100 ETFs by providing equal-weighted exposure, which reduces concentration risk in mega-cap constituents. The fund's strategy appeals to those seeking balanced participation across all index members, r...

【有線新聞】公務員事務局局長楊何蓓茵在本台節目《有理有得傾》解釋，引入「拉Curve」規定，至少5%公務員不獲增薪點是希望改善以往評核較慷慨的問題，又指若評核太寬鬆反而會打擊做得好的同事。 公務員評核優化計劃10月推出，公務員事務局局長楊何蓓茵說第一期由部門提名職系參與，引入俗稱「拉Curve」的常態分布評級，至少5%公務員不獲增薪點，兩年後檢討。 記者何宛兒：「有議員指會否有效果？大家在擠隊頭，大家想排在最前，不想跌入4至6級，可能會損害團隊合作？」公務員事務局局長楊何蓓茵：「我覺得如果是太寬鬆的評核，對於真正做得好的同事，就真的打擊士氣。多些同事希望擠在隊頭，如果他正正確確努力去做，這也是好事，大家都做好一點。（紀律部隊可否豁免？）我們的目標是全部的職系，整個公務員團隊都是包括進去的。我亦可以給大家一個定心丸，其實不是說你一個團隊，這個團隊這麼小，就是要將評核的比例放在這裡，是說整個職系的。」 有質疑評級對已達頂薪點的公務員沒有影響，楊何蓓茵說若評級反映他們能力有所欠缺，同樣要接受培訓。楊何蓓茵：「通常去到頂薪點，都是比較有經驗的同事，比較有經驗的同事，其實我也相信大家都很珍惜自己的聲譽。接受一些培訓或者是明言他在哪些範疇要做好等等，都一樣會是用在他們身上的。（宏福苑大火涉事的一些政府人員，如果日後他們真的證實了他們有問題，是否必然會反映在這個評核上面，也必然會落入4至6級？）如果我們發現了同事有問題的話，視乎問題本身，如果是一個能力的問題，就必然應該反映在評核；如果是一個有不當行為的問題，就用紀律機制去處理。」 至於為何不仿效私人機構，只限最優秀的公務員可獲增薪，楊何蓓茵解釋增薪點制度希望反映人員的經驗，與花紅的意義不同，又說優化評核制度目標不是省錢。

Maks_Lab U.S. Treasury bonds are on track for their strongest weekly performance since the conflict with Iran began, as easing geopolitical tensions and falling oil prices fueled demand for government debt. Yields across the Treasury curve have fallen between 9 and 12 basis points since last Friday, marking a sharp reversal from the selloff that gripped global bond markets earlier this month. Investors had previously worried that the conflict could disrupt energy supplies, drive inflation higher, and complicate the Federal Reserve’s path toward lowering interest rates. Market sentiment improved over the past week as signs emerged that Washington and Tehran may be nearing an agreement that could help restore energy flows from the Middle East. Those expectations pushed benchmark crude prices to their lowest levels in six weeks, reducing concerns about a prolonged supply shock and easing pressure on bond markets. On Friday, Treasury yields moved lower after President Donald Trump said discussions aimed at reaching a final determination on Iran were underway. The longer dated U.S. 30 Year Treasury yield ( US30Y ) briefly touched 4.96%, its lowest level since mid-May. Furthermore, the U.S. 2 Year Treasury yield ( US2Y ) sits down at 4% and the popular U.S. 10 Year Treasury yield ( US10Y ) hovers near 4.44%. The latest rally marks a significant turnaround from earlier in the month, when long-dated Treasury yields climbed near 5.20%, their highest level since 2007, amid heightened fears over the war’s economic impact. Fixed Income ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), ( BIL ), ( AGG ), ( BND ), ( VCIT ), ( MUB ), ( MBB ), ( JNK ), ( LQD ), ( HYG ), ( VTIP ), ( TIP ), ( SCHP ), ( STIP ), ( TIPX ), ( SPIP ), ( WIP ), ( GTIP ), ( LQDI ), and ( RINF ). More on markets The AI boom is creating jobs, not destroying them, Apollo says Dividend Roundup: Salesforce, Lowe's, McDonald's, Halliburton, and more BofA highlights a consistent post-bubble pat...

Willie B. Thomas/DigitalVision via Getty Images The Hold call on Circle Internet Group, Inc. ( CRCL ) I issued in September last year was not a call against stablecoins, USDC adoption, or Circle's competitive positioning. The primary concern was that Circle's economics were too dependent on Coinbase, whose distribution agreement captured a substantial portion of USDC reserve income and made future margin expansion difficult to model. Since then, crypto corrected heavily and partly explained Circle's fall to over 50% at one point. The recent rebound has been sharp, somewhat aided by crypto stability, but more likely a vote for the improving operating evidence that is emerging. Q1 2026 data shows that USDC circulation is growing at a healthy pace, transaction activity is strong, Circle-controlled balances are growing significantly (reaching ~$13.7b and representing ~18% of circulation), and RLDC margins are improving. Most importantly, Circle has shown signs of being able to improve economics despite the Coinbase agreement dependency. Coinbase's share of USDC circulation has not come down, but Circle's own platform share is increasing. Growth in on-platform balances and other revenue streams are now supporting margins reasonably well. Data by YCharts With the distribution bottleneck question fading, the thesis falls on valuations. There too, the EV to forward sales, though slightly elevated compared to the sector median , has actually compressed meaningfully from where we were in September. With several factors that defined the Hold argument now looking less pertinent and valuations becoming more conducive, I feel comfortable upgrading Circle to a Buy . Investors can start building positions while keeping an eye on distribution costs, reserve yield pressures, and execution risks from Circle's expanding platform ambitions. Improving Economics The earlier margin uncertainty was mainly around Coinbase representing a critical part of the distribution network and receiving...

格隆汇5月30日｜环球音乐集团拒绝了比尔·阿克曼提出的640亿美元收购要约，称该报价严重低估了环球音乐的价值。

Key Takeaways Lovable CEO Anton Osika is asking laid-off Big Tech workers to consider joining his startup. Osika said that the era of U.S. tech giants as the “safe, prestigious choice” of employment is over. Lovable plans to hire hundreds of people globally this year. Big Tech’s loss is a startup’s gain. Lovable, a $6.6 billion AI startup, is betting that Big Tech’s layoffs can be its breakthrough. The company wants to turn laid-off employees from Meta, Microsoft and Google into its next key hires. In a LinkedIn post earlier this week, Lovable cofounder and CEO Anton Osika told laid-off workers that “the era of American big tech as the safe, prestigious choice is over.” Osika wanted disillusioned tech workers to rethink where “safe” really is. “If you are on the job market this month or tired of wondering if you are next, consider Lovable,” Osika wrote in the post. “We’re looking for people who want to do the best work of their career in an extremely fast-paced environment.” Anton Osika. (Photo by Big Event Media/Getty Images for HumanX Conference) Osika’s recruiting pitch arrives as Silicon Valley faces waves of job cuts while its biggest players ramp up spending on AI projects and infrastructure. Over the past several years, companies like Meta, Amazon, Google and Microsoft have collectively shed tens of thousands of jobs, even as they commit hundreds of billions of dollars to AI-related expenditures and product development. Meanwhile, Lovable plans to add hundreds of people to its global workforce this year, per CNBC. It is hiring in most of its departments, including sales, product and engineering. The company is wagering that turmoil inside tech giants will push top-tier talent to consider faster-moving startups instead. Lovable is making pay raises a company policy Earlier this month, Lovable’s head of growth, Elena Verna, promised every worker a 10% salary increase on their annual work anniversaries. According to the U.S. Bureau of Labor Statistics, the avera...

Palantir Technologies Up Over 9%, Best Performer in the Nasdaq 100 So Far Today -- Data Talk Moomoo

Key Points Oscar Health's growth potential in health insurance remains underrated. The company is in the middle of a massive profit inflection. Its stock trades at a very low price if it keeps up this growth trajectory. 10 stocks we like better than Oscar Health › When looking for multibagger stocks, it is best to hunt in industries with huge addressable markets. Even if a company is the best brand in a sector, but that sector only has $100 million in annual spending and isn't growing, there will be a limit to the company's addressable market unless it can invent new products to serve customers. One sector where size is not an issue is healthcare, specifically health insurance. Health insurance premiums in the United States are estimated at $1.6 trillion per year, and spending is set to increase faster than GDP due to the country's aging population. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Oscar Health (NYSE: OSCR) is a magnificent healthcare stock taking market share through its technology-focused health insurance offering. Here's why the rapid grower is set to deliver market-beating returns for years to come. Gaining share in a massive market The health insurance market changed in 2010 with the enactment of the Affordable Care Act (ACA), which created marketplaces that allow individuals to purchase their own health insurance through a regulated platform each year. It got off to a bumpy start, but individual payors through the ACA now number around 20 million, making it a meaningful portion of the sector. Oscar has been a big part of this growth with its sole focus on the individual payor market today. Total paying members through Oscar Health plans reached 3.2 million last quarter, an over 50% boost from 2 million in the same quarter a year ago. This is growing much faster than the overal...

Snap ( SNAP ) shares are on track to break six straight sessions of gains on Friday, as the stock fell nearly 2% to $5.81 in afternoon trading. The Snapchat owner gained about 5% in the preceding six sessions. Overall, the stock has fallen over 28% so far this year, compared to the over 10% rise in the broader S&P 500 Index. SNAP is down 1% over the past one month. The stock closed 0.5% higher on Thursday. Looking at Seeking Alpha's Quant Rating, SNAP has a Hold rating with a score of 3.27 out of 5. The company received an A+ in the prospect of growth, while it got a D- in the valuation factor. Turning to the Wall Street community, nine analysts gave SNAP a Buy and above, 31 analysts have given the stock a Hold recommendation, and three recommended Sell or lower. “Snap remains a sell as North American user declines threaten long-term shareholder value despite recent cost-cutting and profitability focus,” said Seeking Alpha analyst Gary Alexander, adding that SNAP's user base is shifting toward lower-ARPU regions, undermining monetization gains and limiting the upside from improved ad formats and cost discipline. Seeking Alpha analysts are bullish and see the stock as a Buy. Earlier in the month, Santa Monica, California-based Snap posted a 12% rise in first-quarter revenue driven by increased spending from advertisers and said that ​its number of daily active users returned to growth. More on Snap Snap: Cost Cuts Won't Help If Developed Markets Users Leave Snap: Not A Strong Buy Anymore (Rating Downgrade) Mid-Cap communication services stocks ranked by quant ratings after earnings season Insider trades: Microsoft, Taiwan Semiconductor, and Snap among notable names