Antares Signs World’s First Multi-Year Commercial HALEU Supply Deal With Urenco Antares has secured the first long-term commercial contract for High-Assay Low-Enriched Uranium (HALEU) enrichment services from Urenco, a critical milestone for the microreactor sector that has long been starved for reliable Western fuel supply. The agreement gives Antares access to HALEU produced at Urenco’s new enrichment facility in the United Kingdom, scheduled to come online in 2031. While still years away, the deal marks the first time a Western supplier has committed to multi-year commercial HALEU deliveries outside of government allocations. The decision by the leading microreactor developer in the US to sign their first long-term contract with an international supplier brings immediate concern to the speed of development in the US for the expansion of enrichment capacity. Hundreds of millions of dollars have been spent (with billions more pledged) on companies including Centrus and General Matter by the federal government. Yet Antares chose to buy their enrichment services overseas... “We are pleased to execute with Antares the world’s first multi-year contract for the supply of HALEU, which marks an important milestone in the maturation of this new market,” said Magnus Mori, Urenco’s Head of Advanced Fuels. Antares CEO Jordan Bramble was equally direct: “Microreactors fueled with HALEU will be more performant and more economical. This partnership ensures that when we scale beyond material allocated by the federal government, we will have commercial supply ready to meet our needs.” Antares is one of the more advanced microreactor developers, with a sodium heat-pipe design, factory production model, and recent selection for the Department of the Air Force’s Advanced Nuclear Power for Installations program. The company is on track to take their first reactor critical prior to July 4th . HALEU remains the single biggest constraint for the entire advanced reactor wave . While the U...

South Korea’s KOSPI has gone from emerging-markets afterthought to the best major equity story of 2026, and the engine is sitting inside every advanced AI server on Earth. Samsung Electronics and SK Hynix produce the lion’s share of the world’s high-bandwidth memory (HBM), the stacked DRAM that NVIDIA, AMD, and the hyperscalers cannot build accelerators ... South Korea Is Up Nearly 96 Percent in 2026 and These 3 ETFs Let You Play the Chip Nation Story at Different Risk Levels

Scott Melker discusses the Google engineer who was charged with insider trading on Polymarket. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

(RTTNews) - Canadian stocks are turning in a mixed performance on Friday with investors digesting the latest batch of economic data from Canada and U.S., and reacting to some corporate news. Materials shares are gaining ground thanks to higher gold prices. The benchmark S&P/TSX Composite Index was up 24.91 points or 0.11% at 23,057.61 a little while ago. New Gold Inc (NGD.TO) is surging more than 7%. K92 Mining Inc (KNT.TO) is up nearly 5%. Ivanhoe Mines (IVN.TO), Oceanagold (OGC.TO), Centerra Gold (CG.TO), Iamgold Corp (IMG.TO), B2Gold Corp (BTO.TO) and Alamos Gold (AGI.TO) are gaining 3 to 5%. Barrick Gold Corp (ABX.TO), Wesdome Gold Mines (WDO.TO), Dundee Precious Metals (DPM.TO), Ssr Mining (SSRM.TO), Seabridge Gold (SEA.TO) and Calibre Mining (CXB.TO) are up 2.5 to 2.7%. Agnico Eagle Mines (AEM.TO), Canadian Tire Corporation (CTC.A.TO), Morguard Corporation (MRC.TO) and Bombardier Inc (BBD.B.TO) are among the other notable gainers. Pollard Banknote (PBL.TO) is down 4.8%. Celestica Inc (CLS.TO), West Fraser Timber (WFG.TO), Methanex Corporation (MX.TO), Precision Drilling Corp (PD.TO), EQB Inc (EQB.TO), Toromont Industries (TIH.TO) and Restaurant Brands International (QSR.TO) are down 1 to 2.2%. Hydro One (H.TO) announced that its subsidiary has priced an offering of $1.2 billion of medium term notes under its sustainable financing framework. The compay said the proceeds will be used to fund eligible green projects under the 2024 framework. The stock is down marginally. Telus Corp (T.TO) announced on Thursday that it acquired 2.3% of Telus International's (TIXT.TO) subordinate voting shares, equal to 0.9% of all outstanding shares. Telus paid $4.25 per share for the 2.6 million shares it acquired. Telus Corp shares are down marginally, while Telus International shares are up 1.8%. On the economic front, data from Canada Mortgage And Housing Corporation said housing starts in Canada surged by 16% over a month to 279,500 units in July, the highest since June 2023....

罗宾汉推出智能交易助手，为投资者买入该股带来了新理由，本轮上涨和比特币无关。 尽管比特币走势偏弱，罗宾汉股价仍创下六周以来最佳两日连涨表现。今年以来，这家券商股走势长期与加密货币深度绑定，如今这一联动格局被打破。 二者走势的分化，直观体现在价格联动相关性上。 近一季度罗宾汉与比特币价格相关性 罗宾汉与比特币的价格走势均在 10 月初触及高点。此后，二者 滚动季度相关性 持续走高。相关性数值用于衡量两类资产走势的联动程度：数值接近 1，代表走势几乎完全同步；接近 0，代表联动关系减弱；数值为 - 1，则代表走势完全相反。 今年 3 月中旬，罗宾汉与比特币的相关系数升至约 0.8，这意味着该股不再只是间接关联加密货币，其行情表现已和加密货币标的无异。 如今，这种强绑定关系正在松动。 目前二者近一季度相关系数已降至 0.52，且近几日回落速度明显加快。这并非彻底脱钩，但对于这只素来被视作加密货币交易高弹性标的的股票而言，已是显著转变。 行情转变恰逢公司业务迎来新动向。 2026 年 3 月 6 日，美国纽约证券交易所，罗宾汉首席执行官兼联合创始人弗拉德・特内夫，在公司规模达 6.584 亿美元的旗舰基金 罗宾汉风投一号 上市期间，接受美国消费者新闻与商业频道采访。（路透社 布兰登・麦克德米德 摄） 罗宾汉宣布，用户很快就能在独立账户中启用智能交易助手进行股票交易，并可自行设置交易限额。后续平台还将逐步支持期权、加密货币、事件合约、期货等品类的智能交易功能。 公司还将智能助手功能拓展至消费支付场景：罗宾汉高端金卡用户可设置月度消费限额与审批规则，交由智能助手代为完成消费支付。 市场对该股的投资逻辑随之改变：罗宾汉不再仅仅是一只依附比特币行情的交易类股票，而是转型为 人工智能赋能的综合金融平台 。 接下来的关键考验，是这种走势分化能否经受住比特币下一轮行情的检验。 如果加密货币价格下跌，而罗宾汉股价保持坚挺，就意味着二者的联动关系进一步弱化；若比特币上涨，罗宾汉依旧跑赢大盘，则说明该股同时受益于加密货币行情与自身产品创新。但倘若比特币走弱时，罗宾汉股价同步回落，就表明本轮由 AI 概念带动的上涨，本质仍未脱离传统的加密货币炒作逻辑。 责任编辑：郭明煜

Shares of Photronics (PLAB 5.12%) collapsed 37.5% this week, according to data from S&P Global Market Intelligence. The photomask maker for advanced chipmaking slipped after reporting disappointing second-quarter earnings. At one point this year, Photronics' shares were up 50%. Now, the stock is close to flat year-to-date (YTD). Expand NASDAQ : PLAB Photronics Today's Change ( -5.12 %) $ -1.74 Current Price $ 32.28 Key Data Points Market Cap $2.0B Day's Range $ 32.02 - $ 34.34 52wk Range $ 16.59 - $ 56.00 Volume 98.4K Avg Vol 1M Gross Margin 40.39 % Revenue contraction Photomasks are used as an advanced "stencil" to help map semiconductors layouts for advanced printing, as well as for LED displays. With the growing demand for semiconductors driven by the artificial intelligence (AI) revolution, investors have bucketed Photronics as a potential massive winner in 2026. That has not proven to be true so far. Last quarter, Photronics' revenue fell 6.7% sequentially and was down 0.5% year-over-year. Not necessarily a hypergrowth AI stock. It remains profitable, with net income of $31.4 million in the quarter compared to $200 million in revenue. Time to buy the dip? After this drop, Photronics' stock now trades at a price-to-earnings ratio (P/E) of just 12. It is not the most dominant business in the world, with many competitors, including in-house photomask solutions from the largest manufacturers. Revenue growth has also been stagnate in the last few years. However, Photronics' stock now trades at a cheap earnings ratio, and could deliver value for shareholders if you believe it will eventually be a beneficiary of the AI revolution.

Key Points Photronics released earnings this week, posting a decline in revenue. The company remains profitable but has failed to capitalize on the AI revolution. Shares now trade at a cheap-looking P/E ratio. 10 stocks we like better than Photronics › Shares of Photronics (NASDAQ: PLAB) collapsed 37.5% this week, according to data from S&P Global Market Intelligence. The photomask maker for advanced chipmaking slipped after reporting disappointing second-quarter earnings. At one point this year, Photronics' shares were up 50%. Now, the stock is close to flat year-to-date (YTD). 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 » Revenue contraction Photomasks are used as an advanced "stencil" to help map semiconductors layouts for advanced printing, as well as for LED displays. With the growing demand for semiconductors driven by the artificial intelligence (AI) revolution, investors have bucketed Photronics as a potential massive winner in 2026. That has not proven to be true so far. Last quarter, Photronics' revenue fell 6.7% sequentially and was down 0.5% year-over-year. Not necessarily a hypergrowth AI stock. It remains profitable, with net income of $31.4 million in the quarter compared to $200 million in revenue. Time to buy the dip? After this drop, Photronics' stock now trades at a price-to-earnings ratio (P/E) of just 12. It is not the most dominant business in the world, with many competitors, including in-house photomask solutions from the largest manufacturers. Revenue growth has also been stagnate in the last few years. However, Photronics' stock now trades at a cheap earnings ratio, and could deliver value for shareholders if you believe it will eventually be a beneficiary of the AI revolution. Should you buy stock in Photronics right now? Before you buy stock in Photronics, consider th...

3 Brilliant Growth Stocks to Buy Now and Hold for the Long Term -- Including Nvidia, of Course The Motley Fool

As a consumer of CNBC, you have probably heard the term "short squeeze" — and the warnings for investors trying to ride one. Perhaps no short squeeze is more memorable in the past decade than what happened to GameStop in early 2021, when an army of Redditors led by the outrageous Keith Gill, a.k.a. Roaring Kitty, revolted against the investment establishment. At the time, a hedge fund called Melvin Capital was massively short the videogame retailer, via a combination of direct short selling and put options. Selling short and put options are essentially bets that a stock will go lower. (Don't worry, we will go step-by-step through the mechanics of shorting below.) Not well known in the investment community, Gill hopped on Reddit to pitch reasons to invest in GameStop in the subreddit WallStreetBets. The WallStreetBets community jumped on the name and began going long by buying shares and call options. GameStop shares ripped 1,500% higher in January of 2021, crushing Melvin Capital and others who were short. GME mountain 2000-12-01 GameStop from December 2000 to the present It didn't take long for the short squeeze to unravel, as GameStock lost much of those gains a month later. Despite years of new leadership, plans to revive the company, new share offerings, and periodic efforts by folks on WallStreetBets to juice the stock gain, GameStop has never come close to reaching those dizzying heights again. Some regular investors made money by jumping on that rocket ship. But most lost, and lost big, which is why buying into a short squeeze can be so dangerous. Hollywood even made a movie about it called "Dumb Money." Most short squeezes are not that dramatic, but you can still lose a lot of money trying to time one. We don't recommend trying to time the market, period, because it's near-impossible to do consistently. At the Investing Club, we espouse investing in stocks over the long haul to compound wealth. Quick up, quick down The most recent cautionary tale is Avis. Sh...

And, why does Donald Trump want to “nationalise” elections?

A key opportunity in the artificial intelligence space is rising demand for power and related equipment. This AI stock is eyeing a fresh entry.

(ADTMPX) 最新股票消息和頭條新聞 Yahoo 財經

Thanadon Naksanee/iStock via Getty Images Let’s start with a confession: every asset in your portfolio pays you in two different currencies. The first is returns . The boring, spreadsheet kind. The kind your CPA cares about. The second is feelings . The dopamine drip. The “Honey, look what NVDA did today” kind. The kind that makes you screenshot your brokerage app and text it to the group chip. Stocks pay you in both. On a variable schedule, that would make a Vegas slot machine designer blush. True diversifiers like managed futures? They mostly pay you in just one. And they pay it on a schedule that, most of the time, feels like absolutely nothing at all. This is the problem. Possibly the problem. And nobody on CNBC is going to tell you about it... The Variable Reward Machine, Explained B.F. Skinner figured this out with pigeons in the 1950s. Give a pigeon a pellet every time it pecks a button, and it’ll peck calmly. Give it a pellet on a random schedule, and the pigeon will peck that button until its little pigeon brain melts. Equities are the random pellet machine. Consider what they offer you on a daily basis: Constant narrative engagement. Earnings season, Fed days, jobs reports, geopolitics, a CEO tweeting at 2am, an activist investor writing a 47-page deck about why a snack food company should spin off its pretzel division. Intermittent emotional payoffs. The rip day. The fresh all-time high. The “I told you so” moment when your brother-in-law’s stock picks craters and yours doesn’t. A ticker that lights up your phone. Green candles. Red candles. A push notification at 9:31am EST telling you something important is happening right now . It’s a slot machine. That occasionally pays your rent. And sometimes pays for the boat. This is, neurologically speaking, an absolute banger of a product. It’s the reason people who would never describe themselves as gamblers will absolutely refresh Robinhood 40 times during a Tuesday lunch. What Real Alts Don’t Have Now let’s t...

Ratchapon Supprasert/iStock via Getty Images South Bow ( SOBO ) wants proof that ‌a U.S. presidential permit is "durable" before it agrees to proceed with a partial revival of the Keystone XL oil pipeline, CEO Bevin Wirzba said Thursday. The company is keenly ​aware of "sovereign risk," or the possibility that a government unilaterally moves to ​block or halt the construction of the proposed 550K bbl/day Prairie Connector pipeline, Wirzba told the Energy Roundtable conference in Calgary. "We lost, historically, a presidential permit across the border," the CEO said, referring to the previous ​Keystone XL project, which was canceled by former President Biden in 2021. "So we still need to solve that sovereign risk, and we're working on that within the United States and Canada." President Trump signed an order in April that granted a cross-border permit to Prairie Connector. A proposal in the U.S. Congress that would explicitly prohibit a president from revoking cross-border pipeline permits without congressional approval is "a big step forward," Wirzba said, but it does not provide "complete durability" of the key permits, making it difficult to allocate capitalto pipeline projects that straddle the U.S. and Canada. "We may be able to get to commercialization, but it’s solving the sovereign risks that we need to navigate," the CEO said. South Bow ( SOBO ) said Friday it has secured 20-year binding commitments for firm transportation service on Prairie Connector and will continue advancing the proposed project toward a final investment decision targeted for mid-2027. If sanctioned, the 380-km Prairie Connector would extend from Hardisty, Alberta , to the Canada - U.S . border, where it would connect to Bridger Pipeline's downstream facilities. More on South Bow South Bow Q1 2026 Earnings Call Transcript South Bow: Nice Company, Solid Assets, But Wrong Time To Buy South Bow: As Dust Settles - Downgrade To Hold

Meta Platforms stock is on the radar, and the trade to consider has very little risk on the upside and a healthy profit zone on the downside. The strategy is called a broken wing butterfly, which uses put options because the short strike will be below the stock price. Now, let's take a look at how a broken wing butterfly trade might be set up on Meta Platforms stock.

From a flower-filled moat at the Tower of London to a rooftop community garden on the Old Kent Road, the work of the landscape designer, horticulturist and educator Nigel Dunnett, who has died aged 63 from cancer, showed how urban landscapes could be visually dramatic, ecologically rich and experientially uplifting. Dunnett’s deep plant knowledge, design acumen and advocacy of biodiversity helped change how cities, institutions and public audiences understand the role of landscaping and naturalistic planting. As a pioneer of ecological and sustainable approaches to gardens, landscapes and public spaces, he saw planting not just as a cosmetic afterthought but as a living, evolving and inspiring part of urban life. His Superbloom project for Queen Elizabeth II’s platinum jubilee in 2022 involved 20m carefully selected seeds, including poppies, corn marigolds and cornflowers, sown in the vast moat that girdles the Tower of London. Generating a vibrant, changing panoply of flowers over the summer months, it was inspired by Dunnett’s travels to California in 2019, during which a rare “superbloom” of wildflowers transformed the terrain across the American south-west. It demonstrated the appeal of seed-based, naturalistic planting at one of the UK’s most historically resonant landmarks. Another “Elizabethan” project was the planting design of the Queen Elizabeth Olympic Park for the London 2012 Olympics. This brought large-scale perennial meadows and long-season planting to global attention and became a reference point for how public landscapes could cultivate biodiversity and resilience, while making an indisputably dramatic visual impact. He also installed a garden to commemorate Queen Elizabeth’s diamond jubilee at Buckingham Palace, conceived as a stretched diamond grid, and he attended its opening alongside the monarch. At the time of his death, Dunnett was working as planting designer and horticultural consultant for the Queen Elizabeth memorial in St James’s Park, d...

(BSTCE) 最新股票消息和頭條新聞 Yahoo 財經

In April, Elizabeth Smart, 38, won first place in her category in the Wasatch Warrior bodybuilding competition in Salt Lake City, Utah. This was Smith’s fourth bodybuilding competition – her first had been at the same event a year earlier. But despite being a public figure, no one outside her friends and family knew she had been doing this. She competed under her married name, Elizabeth Gilmour, and hadn’t posted any content about her bodybuilding. But after her win, a friend asked if she could post about Smart’s victory on Instagram. “At first, I was like, ‘No!’” she recalls, sitting in her airy Utah home. Smart first entered the public eye under nightmarish circumstances. In June 2002, when she was 14, Smart was kidnapped, taken at knifepoint from her family home in the middle of the night by a self-styled prophet named Brian David Mitchell. For the next nine months, he subjected her to horrific physical and sexual abuse. The story of her abduction consumed US media, and her face was plastered on magazines, newspapers and televisions across the country. In March 2003, authorities found her and Mitchell and his wife, Wanda Barzee, walking down a Utah street. Mitchell and Barzee were arrested, and Smart was reunited with her family. Over the next decades, she rebuilt herself and her life. She earned a music degree from Brigham Young University, and started the Elizabeth Smart Foundation to help combat sexual violence. In her work as an advocate for survivors, she travels the country sharing her story and recently wrote about her experiences in a new memoir, Detours: Hope & Growth After Life’s Hardest Turns. So why, she wondered, was she so nervous to share this part of herself? She let her friend post the photo on Instagram, and she shared it to her story. Responses were mixed. Most people were shocked. Some said the picture was AI. A couple of days later, she posted the image herself, with a lengthy caption explaining what it meant to her to share this part of hers...

Tesla CEO Elon Musk holds a mobile phone as he arrives to attend a state banquet with U.S. President Donald Trump and Chinese President Xi Jinping at the Great Hall of the People in Beijing, China, May 14, 2026. Evan Vucci | Reuters Traders are confident Elon Musk will reach trillionaire status before 2027 after buzz that SpaceX is set to have a record-shattering initial public offering. Chances of Musk becoming the world's first trillionaire were timid when the markets first opened on Kalshi. But those chances started trickling upwards last fall, when Musk surpassed the $500 billion in net worth mark in October and hit an over $700 billion milestone in December after the Delaware Supreme Court restored Tesla stock options that were previously struck down by a lower court. Now, the odds show an over 90% chance that Musk will be the world's first trillionaire before 2027. There's seven months left to see that possible record. Traders see roughly similar odds that Musk will be a trillionaire before 2028, placing a 93%. On Friday, Musk also denied a Bloomberg report that SpaceX valuation was lowered on Friday, reaffirming that the rocket and satellite company will have a blockbuster IPO, comfortably dominating against other historic IPO deals. Traders are more certain Musk will reach trillionaire status than a possible merger with his other company, Tesla . Though, analysts like Dan Ives from Wedbush, do expect the companies to merge by next year. A combination of the two companies could make sense. Ives noted that Musk "wants to own and control more of the AI ecosystem," something a SpaceX-Tesla merger could facilitate. SpaceX confidentially filed with the Securities Exchange Commission in April and is set to debut with Nasdaq early next month . Disclosure: CNBC and Kalshi have a commercial relationship that includes customer acquisition and a minority investment. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in busi...

$Micron Technology (MU.US)$ I love you. Moomoo

EyeWorld Weekly, May 29, 2026 EyeWorld

專家股份策略追蹤｜推介寧德時代3750 建議留意中國平安2318 TVB

Most investors are aware that China’s automotive market, especially the electric vehicle (EV) industry, is in a brutal price war. The EV industry is crowded with competitors, putting pressure on prices and margins, with uncertainty as to when the spiral lower will end. Currently, many Chinese automakers are rushing to export vehicles outside of China to support growth, and that’s worked well for most. Nio (NIO 0.88%), however, is hanging tough in its domestic market, and its financials appear to be turning the corner. But does that make the stock a buy, finally? Results speak loudly Let’s briefly point out some of the metrics that made Nio’s 2026 first quarter impressive. Despite the ultra-competitive Chinese automotive market, Nio’s vehicle deliveries totaled 83,465 in Q1, up 98.3% from the prior year. Better yet, despite the ongoing price war, Nio’s discipline enabled the company’s vehicle sales to increase 129.2% to 22,783 million yuan (about $3.3 billion) during the same time frame. The accelerated growth in sales revenue relative to deliveries suggests the company’s pricing power remains strong amid a domestic price war. It wasn’t just Nio’s top line that was impressive, as vehicle margin checked in at nearly 19% during Q1, well ahead of the 10.2% during the prior-year’s Q1. Nio’s accelerating deliveries, top-line revenue, and vehicle margin helped drive its overall gross margin to 19% during Q1, compared to a much more modest 7.6% during 2025's first quarter. It all came together at the bottom line, showing that perhaps Nio’s metrics have finally gotten over the hump. When excluding share-based compensation expenses, adjusted profit from operations totaled 66.8 million yuan, or $9.7 million, during Q1. This was a massive turnaround from the 5.95 billion yuan ($876 million) loss in Q1 2025. Additional context It’s impressive for Nio to be performing this well in a rough domestic market. Comparing the automaker’s gross profit to Rivian Automotive (RIVN +7.63%) a...

Ridofranz/iStock via Getty Images Performance assessment Dell Technologies Inc. ( DELL ) has done extremely well over just under 3 weeks. Accounting for the pre-market move after the Q1 FY27 earnings release yesterday, the stock has shot up almost 60% since my last update : Performance since Hunting Alphas' Last Article on DELL (Seeking Alpha) Elevator pitch With such a fast ~60% rise up in the stock in under a month, it is natural for some investors to think about whether they should cut or prune their positions. I'm not doing so, and here's why: The market is not fully pricing in the insatiable demand for AI servers Easing memory prices should help relieve pressure on gross margins Dell is maintaining ground in shipments market share amid a PC refresh cycle Watch for the worsening net working capital profile Valuations suddenly look attractive The charts point only one way, and that is up. The market is not fully pricing in the insatiable demand for AI servers Dell's servers and networking business continues to see remarkable, accelerating revenue growth: Business Segment YoY Growth Rates (Company Filings, Hunting Alphas) This is driven by insatiable demand for AI servers in a market that is supply-constrained: In AI, the opportunity remains exceptionally strong, underscored by durable broad-based demand... Demand continues to exceed supply with memory as the primary constraint, and we expect to exit the year with meaningful backlog. Our customer count surpassed 5,000 with growth across neocloud, sovereigns and enterprise customers. - COO Jeffrey Clarke in the Q1 FY27 earnings call . Before this quarter, Dell's full-year guidance for TTM AI server revenues stood at $50B. But I had penciled in $59.3B as the market's expectation in my last article. Yesterday, Dell upgraded its guidance to $60B. I'm pleased to see this as it validates my earlier estimate: AI-optimized server revenue (USD mn) (Company Filings, Hunting Alphas) The backlog is also growing rapidly and st...