格隆汇5月29日｜美国能源信息署称，3月美国航空燃油日供应量增至521万桶，创下2025年12月以来新高。

krblokhin The U.S. Securities and Exchange Commission proposed on Friday to undo a rule adopted during the Biden administration that required companies to disclose certain climate-related information in their registration statements and annual reports. The move will return the agency's focus to its core mandate, "restoring a materiality-focused approach to securities regulation," the commission said in a statement. "SEC disclosure obligations should comply with the commission’s statutory authority, be guided by materiality as the North Star, avoid the practical effect of dictating corporate behavior, and be imposed only when the expected benefits justify the likely costs and burdens," SEC Chairman Paul S. Atkins said in a statement. With the adoption of the rule in 2024, "We exceeded our authority," Atkins said in an interview on Fox Business's "Mornings with Maria" program on Friday. The rescission, he said, is part of the SEC's efforts to "get back to first principles." He is working to make the process of going public simpler and to modernize it. "A lot of rules we have are based on 1930s, 1940s thinking," Atkins said. The climate effects disclosure requirement was approved in March 2024 and mandated "highly specific and granular disclosure from virtually all public companies about climate-related matters," the SEC said . Those included such things as greenhouse gas emission, management of climate-related risks, and the financial statement effects of severe weather effects. Since then, the requirements have hit some legal obstacles. In April 2024, the SEC stayed the rules pending the completion of consolidated litigation in the U.S. Court of Appeals. In March 2025, the Court of Appeals for the Eighth Circuit issued an order putting the petitions on hold while the SEC reconsidered the challenged rules by notice-and-comment rulemaking or renewed its defense of the climate disclosure rules. The SEC now says it wants to rescind the rules "in their entirety," saying t...

Alphabet Inc. (Class C) stock (US02079K1079): steady Nasdaq price around USD 390 ahead of next data AD HOC NEWS

Space stocks are splitting sharply this Friday morning after Blue Origin’s New Glenn rocket exploded during a hotfire test late Thursday at Cape Canaveral. AST SpaceMobile (NASDAQ:ASTS) stock is down 17% to $111, while Planet Labs (NYSE:PL) stock has dropped 8% to roughly $47.50 and Rocket Lab (NASDAQ:RKLB) stock has slipped 6% to $139. Virgin ... AST SpaceMobile Plunges 17%, Planet Labs Drops 8% on Blue Origin Explosion, While Virgin Galactic Surges 11%

EasyJet ( EJTTF ) rose 5.5% in London trading amid some takeover speculation. There's speculation that the takeover interest is coming from a private equity firm working with an aircraft leasing company, according to a Betaville "uncooked" alert that was circulating among traders on Friday. More on easyJet plc easyJet plc (ESYJY) Q2 2026 Earnings Call Transcript easyJet plc (ESYJY) Q2 2026 Earnings Call Prepared Remarks Transcript easyJet plc 2026 Q2 - Results - Earnings Call Presentation Quant Rating Check: Analyzing the impact of Spirit’s collapse on airline standings Conflict in Middle East weighs on company coffers, clouds outlook

Kinder Morgan (NYSE:KMI) and Enbridge (NYSE:ENB) just delivered quarters that pull North American midstream income in opposite directions. Kinder Morgan closed out fiscal 2025 with record fourth-quarter results and a fresh BBB+ upgrade from S&P. Enbridge followed with a steady Q1 2026 anchored by its diversified Canadian and US utility footprint. Both pay generous dividends. ... Enbridge vs Kinder Morgan: The Better Dividend Stock For Passive Income Investors

The US government bond market headed for its best week since the start of the US war on Iran as oil prices declined in anticipation of an agreement to end the conflict. The Treasury market rally trimmed yields across maturities by nine to 12 basis points since last Friday’s close, pointing to its best weekly performance since Feb. 27, the day before the war started. Two- to 10-year yields declined to weekly lows Friday after US President Donald Trump said a meeting “to make a final determination” on Iran was under way. Earlier in the session, the 30-year yield touched 4.96%, the lowest level since May 11. “It’s pretty evident they’re going to get a deal done sometime in the next week or so,” Raghav Datla , an interest-rate strategist at Citigroup Global Markets, said. “That builds confidence that you might not see a second-order impact from these oil prices into core inflation.” The weekly moves represent a turnaround from earlier this month, when global bonds tumbled on concern about the war’s impact on the world’s economy. The moves were driven in large measure by elevated oil prices because of war-related supply shock. Traders, who before March were pricing in two Federal Reserve interest-rate cuts this year, wagered on an increase by mid-2027. Less than two weeks ago, the US government’s longest bond yield had reached almost 5.20%, the highest level since 2007. Shorter-maturity Treasury yields reached their highest levels since early 2025 earlier this month. Over the past week, however, tentative indications that the US and Iran are nearing an agreement that would restore Middle East supply sent benchmark oil prices to the lowest level in six weeks, and Treasury yields retreated. This week’s gains for Treasuries also have technical underpinnings. Friday was the last day of the month in which $324 billion of notes and bonds were sold. Those will join the Bloomberg Treasury Index at 4 p.m. New York time, and index funds and other passive investors conventionally b...

North America’s freight rail map is about to be redrawn. The proposed merger of Union Pacific (NYSE: UNP) with Norfolk Southern (NYSE: NSC) would create the first transcontinental railroad, and the Surface Transportation Board review will almost certainly require divestitures of regional lines, yards, and equipment. Investors fixate on the operators. The more interesting question ... Brookfield Infrastructure Could Quietly Cash In on the Coming Rail Megamerger

Post on Facebook Post on Flipboard Share on LinkedIn Post on Reddit Share on Telegram Share on X Send through Whatsapp Qualcomm stock surged to a new intraday high of $259.92 on May 27, 2026, driven by investor enthusiasm over a landmark data center chip deal with ByteDance, the Chinese parent company of TikTok. The rally marks Qualcomm’s strongest week in years, with shares climbing 27.2% over seven trading days as the company pivots aggressively into artificial intelligence infrastructure, a market dominated by Nvidia. This partnership signals Qualcomm’s breakthrough moment entering the hyperscaler ecosystem, validating years of R&D investment in data center processors. 🔥 Quick Facts Intraday high: $259.92 on May 27, 2026 — nearest approach to all-time peak on May 27, 2026 — nearest approach to all-time peak 7-day rally: 27.2% — stock climbed from ~$185 to $248.82 in one week — stock climbed from ~$185 to $248.82 in one week ByteDance deal announced May 26, 2026 — multi-million unit ASIC order for AI inference — multi-million unit ASIC order for AI inference Q2 FY26 earnings beat — $10.6B revenue, $2.65 non-GAAP EPS (exceeded consensus) — $10.6B revenue, $2.65 non-GAAP EPS (exceeded consensus) Market capitalization: $256.43 billion — highest valuation in company history ByteDance Partnership Validates Qualcomm’s Data Center Ambitions The ByteDance agreement represents Qualcomm’s first large-scale hyperscaler win for AI infrastructure chips, providing concrete proof of its strategy to compete beyond smartphones and automotive. CEO Cristiano Amon had signaled months earlier that the company was in talks with a major hyperscaler, but the identity remained secret until Bloomberg reported the ByteDance deal on May 26. ByteDance operates some of the world’s largest data center clusters, supporting TikTok’s recommendation algorithms and other AI-powered services across its portfolio. The partnership is structured as a custom ASIC design tailored to ByteDance’s inference ...

Ferrari Vs Tesla: $640K Luce EV Loses Key Speed And Range Battles To Model S Plaid Authored by Aamir Khollam via Interesting Engineering , Ferrari's upcoming electric grand tourer, the Luce, has already sparked intense debate online. Much of that attention centers on its unconventional styling. Yet beyond the design discussion, the numbers reveal an interesting comparison against one of the EV market's most established performance sedans: the Tesla Model S Plaid. The matchup is far from equal in price or positioning. Ferrari plans to launch the Luce at roughly $640,000, while Tesla's Model S Plaid starts near $95,000. Ferrari also intends to keep production limited, preserving the exclusivity tied to the brand. Tesla, meanwhile, sells the Plaid in far greater numbers worldwide. Still, both vehicles target buyers seeking extreme electric performance, making the comparison difficult to ignore. Performance Numbers Compared On paper, Ferrari takes a narrow lead in outright power . The Luce produces 1,050 horsepower from four electric motors, while the Model S Plaid delivers 1,020 horsepower through a tri-motor setup. Ferrari's approach goes beyond raw output. Each wheel receives its own dedicated motor, allowing advanced torque vectoring and sharper handling control. Ferrari engineers claim the setup will preserve the brand's traditional driving feel despite the shift to an electric platform. crazy.. pic.twitter.com/DTNVAYNPZX — Tesla Owners Silicon Valley (@teslaownersSV) May 27, 2026 Tesla counters with proven straight-line performance. The Model S Plaid still launches harder, reaching 60 mph in under two seconds. Ferrari estimates the Luce will hit the same mark in roughly 2.4 seconds. Tesla also claims a higher top speed, touching 200 mph compared to Ferrari's projected 193 mph. Battery And Charging Edge Ferrari equips the Luce with a larger 122 kWh battery pack. Tesla's Plaid uses a battery closer to 100 kWh. The Luce also benefits from an 800-volt electrical archi...

"We know this may cause concern for many people here in the UK, and particularly those working in Persian-language media," Commander Helen Flanagan, head of CTP London, said.

Who would have thought that the secretive American spytech and data analyst firm, Palantir Technologies, could have gotten so embedded in the UK’s government and public sector? At first under the radar, Palatnir’s £330 million contract with the NHS is the deal that’s recently caused the headlines. The news that the NHS has granted Palantir "unlimited access" to identifiable patient health data has come at a moment when the backlash against the American analyst giant has never been stronger. Two petitions urging the UK government to scrap its contracts with Palantir have already attracted over 200,000 signatures, according to The Guardian, and the UK government is reportedly now considering activating a break clause to end the deal with the NHS by early 2027. Privacy campaigners and NHS staff alike have expressed deep concerns over how this data-sharing agreement could compromise patient confidentiality. But is the Palantir-NHS partnership really as dangerous as critics claim? And, more importantly, what steps can UK citizens take to prevent their personal medical data from being sucked up by today’s most controversial company on the planet? What is Palantir and how does the NHS use its software? Headquartered in Miami, Palantir Technologies is a data analytics firm specialising in AI-powered tools designed to manage large datasets. Co-founded in 2003 by PayPal's creator, Peter Thiel, among others, Palantir began its journey with deep ties to the US intelligence, and was initially funded by the CIA's venture capital body, In-Q-Tel. Palantir’s flagship software platforms, Gotham and Foundry, are widely used by government organizations and businesses globally to uncover data patterns and support decision-making operations. These tools are currently deployed across various public sectors, including healthcare, policing, border enforcement, intelligence agencies, and defense. Palantir first established ties with the UK's public health sector in 2020, when Boris Johnson's...

krblokhin/iStock Editorial via Getty Images A Federal Contractor With 4 Earnings Beats in a Row A name hitting my desk today is CACI International ( CACI ), a Virginia-based research/consulting and solutions firm with a diversified portfolio across the federal and national security sectors, which not only beat its last earnings estimates when it reported in late April but has done so 4 quarters in a row and is up around +11% since my buy rating last July. What helped my bullish view last year was its contract wins and specialist work in cybersecurity, while for today's follow-up, I'll consider the latest quarterly results (for their fiscal Q3 FY26) and see if my prior rating sticks or not. Updated Thesis Reaffirms Buy For my updated thesis, I am reaffirming my buy rating from last year, driven by a strong top-line growth case underscored by several contract wins and a defense-friendly White House, but also positive trends in operating cash flow, strong upside forecasts, and a compelling operating margin, despite technical patterns showing the market is still in a bearish range on this stock. CACI - rating worksheet (author) A Proven Revenue Grower Over 5 Years, As New Contract Wins Continue In this first section, I gave the company a strong buy after considering new contract wins, a defense-friendly government, and a proven revenue growth trend. The macro background that could drive growth for a business like this is demand by federal agencies for the type of specialized work CACI does, and evidence comes in the form of contract wins, which drive upside by giving the company a pipeline of future work. While I won't list every single contract won, from their last quarterly results, what I'd highlight is "a seven -year technology contract valued at up to $287MM to drive the next phase of modernization for the U.S. Army’s Integrated Personnel and Pay System, " since this is a longer-term project. They also won a 5-year task order worth up to $85MM to provide "critical ...

All three major US stock indexes were up in late-morning trading Friday, as President Donald Trump s Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

德国DAX30指数5月29日（周五）收盘上涨5.74点，涨幅0.02%，报25108.35点； 英国富时100指数5月29日（周五）收盘下跌20.62点，跌幅0.20%，报10405.34点； 法国CAC40指数5月29日（周五）收盘下跌5.53点，跌幅0.07%，报8183.34点； 欧洲斯托克50指数5月29日（周五）收盘下跌7.06点，跌幅0.12%，报6048.05点； 西班牙IBEX35指数5月29日（周五）收盘上涨67.67点，涨幅0.37%，报18366.97点； 意大利富时MIB指数5月29日（周五）收盘上涨199.18点，涨幅0.40%，报50024.50点。

专题：聚焦美股2026年第一季度财报 核心要点 网络安全厂商SentinelOne宣布计划裁减 8% 全职员工，将资源转向人工智能与数据领域，随后公司股价应声下跌。 该企业同时公布本季度及全年业绩指引，整体表现不及市场预期。 近数月来，方块公司、威克斯、阿特拉斯安、 思科 等多家科技企业均通过裁员，为人工智能相关投入腾出资金。 2026 年 4 月 1 日，法国里尔市大皇宫举办第十八届国际网络安全大会，现场展示SentinelOne企业标识。本届大会汇聚全球网络安全与可信数字领域从业者，活动持续至 4 月 2 日。 受裁员及业务调整消息影响，网络安全企业SentinelOne股价大跌 12%。此次公司计划裁减 8% 全职员工，以便集中资源布局人工智能与数据业务。 公司首席执行官托默・温加滕在周四的财报电话会议上向分析师表示：“这并非被动应对之举，而是主动的战略升级。我们意在简化架构、提升运营标准，打造一支更精简、反应更灵活的团队。” 他称，过去数月公司已完成团队架构调整，随着人工智能技术的深入应用，企业生产效率得到 显著提升 。 SentinelOne在证券备案文件中披露，本次裁员将产生 2500 万美元 一次性支出。截至 4 月底，公司员工总数超 3000 人。 受人工智能技术发展驱动，科技行业正掀起裁员潮。企业纷纷重新调配资源，紧跟技术创新步伐；同时，各类新型 AI 工具也逐步实现工作流程自动化。 本周早些时候，以色列网站搭建平台威克斯受人工智能发展及以色列谢克尔走强影响，裁员两成；本月初，思科裁员比例接近 5%；方块公司在 2 月大幅裁员，员工规模近乎减半；软件企业阿特拉斯安则在 3 月裁撤约 1600 个岗位。 除裁员外，SentinelOne公布的本季度及全年业绩指引也偏弱。 公司预计本季度营收介于 2.89 亿至 2.91 亿美元之间，低于路孚特分析师预期的 2.92 亿美元。全年营收维持原有预期，区间为 11.95 亿至 12.05 亿美元，同样不及市场预估的 12.1 亿美元。 摩根士丹利 分析师点评：“网络安全行业重要性与日俱增，本季度业绩本应延续此前涨势，但公司给出的指引毫无亮点，股价因此陷入横盘状态。” 安索帕克推出的迈索斯模型、具备自主能力的 AI 智能体快速崛起，这类技术能够前所未有地利用系统漏洞发起攻击，令网络安全行业迎来重大转折。各大企...

Footage shown in court, taken by Hussain and Mahmood in the hours leading up to the crash showed the car travelling at more than four times the legal speed limit, driving through red lights and weaving in and out of traffic while the pair inhaled from a balloon.

Lisa Su Address to MIT Class of 2026 - YouTube Watch On AMD CEO Dr. Lisa Su gave a commencement address to the graduating class of 2026 at her alma mater, MIT, this week. In many ways, Su's speech was typical fare, congratulating the graduating class for their hard work and offering reassuring anecdotes of overcoming challenges in order to achieve professional success. And then Su starts talking about AI. This year's graduates are entering a job market that looks creaky at best, in part thanks to the advent of AI in the workplace. A number of speakers this month have offered completely tone-deaf addresses, expounding on the virtues of AI to this less than sympathetic audience. Former Google CEO Eric Schmidt was loudly booed by a stadium full of students after talking about AI, while another speaker was also met with boos for saying AI 'is the next industrial revolution'. Scott Borchetta, CEO of the record label Big Machine, was also booed for his AI commencement comments, snapping on stage, "You can hear me now or you can pay me later." Su's own comments on AI appeared to initially inspire a similar depth of feeling, as can be heard on MIT's own recording of the commencement speech. Latest Videos From However, Su's full address attempts to be something more deft, rather than being quite as tone-deaf as we've seen from other speakers. Su stresses AI's role as a tool and not a replacement for hard-working humans. She said, "Now let me be clear: Technology itself does not decide what the future looks like. People do." Su's full speech stresses the importance of using human judgement in conjunction with these AI tools. She says, "AI cannot decide which problems are worth solving. It cannot make the hard judgment calls with imperfect information. It cannot take responsibility for the outcome. These are our responsibilities. And they matter more now than ever." Coming from the CEO of a company that just invested over $10 billion into Taiwan tech in a bid to 'accelerate ne...

ASML vs. TSMC: Better Semi Stock to Buy Right Now? 24/7 Wall St.

In this piece, we’ll have the battle of the semi firms with monopolistic firms atop the semiconductor market. Undoubtedly, both firms are absolutely critical to the production of semis. Without them, none of the chip designers or other names powering big gains in the semiconductor index would be profiting so grandly from the early innings ... ASML vs. TSMC: Better Semi Stock to Buy Right Now?

ASML vs. TSMC: Better Semi Stock to Buy Right Now? Yahoo Finance

Quick Read Micron (MU) posted Q1 FY2026 revenue of $13.643B, up 56.6% year over year, with its Cloud Memory Business Unit nearly doubling to $5.284B at a 66% gross margin and guidance for Q2 EPS of $8.42 with 68% gross margin. Shares have surged 163% year to date and 693.87% over the past year, though they sit 25% below the $818.67 52-week high. Reaching Micron’s $1,250 target by 2031 requires HBM margins to stay above 60%, fiscal 2027 EPS to exceed $20, and sustained hyperscaler capex demand, as AI infrastructure dependency has structurally changed memory economics from prior cycles. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today. Micron Technology (NASDAQ:MU) has transformed from cyclical memory laggard into AI infrastructure essential in under a year. It delivered Q1 FY2026 revenue of $13.643 billion, up 56.6% year over year, with the Cloud Memory Business Unit nearly doubling to $5.284 billion at a 66% gross margin. CEO Sanjay Mehrotra called Micron "an essential AI enabler". Shares are up 163.25% year to date and 693.87% over the past year. The question I want to answer: can Micron reach $1,250 by 2031? Why Micron Has Slipped From Its 52-Week High The stock sits 25% below the $818.67 52-week high. Over the past week, shares added 3.63%, and the trailing month is up 54.06%, but composite sentiment has fallen 20.05 points over the past 30 days. Insiders have been net sellers across 65 recent transactions. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today. With a beta of 1.919, Micron moves harder than the market in both directions. Profit-taking after a 498.99% two-year run is showing up in price action. Concerns about NAND oversupply, heavy capex, and the cyclicality of memory remain credible risks. Wall Street Is Bullish. Our Model Is Skeptical. The Street is ov...

"So you're right: we need problem-solvers. It's why I trained as an engineer and later, why I came into politics. I know that real problem-solving starts with diagnosing the root cause. It means facing the facts as they are, not as we wish them to be.

The king and queen will attend the 247th running of the Derby on 6 June, reviving what was a traditional engagement in the calendar for Queen Elizabeth II for most of her 70-year reign. The late Queen missed just two renewals of the Classic at Epsom Downs between 1953 – when her colt Aureole finished second, four days after her coronation – and the start of the coronavirus pandemic in 2020. King Charles and Queen Camilla were at Epsom to watch the Oaks, which is run a day earlier, in 2024, but the news of their attendance for the track’s most famous race is a significant boost for a race which has suffered a major decline in attendance in recent years. The official attendance for the Derby in 2022, the first post-pandemic year without crowd restrictions, was 37,274, just 770 below the 2019 figure of 38,044, but last year’s race pulled in just 22,787 fans. “We are honoured and thrilled the king and queen will be joining us at Epsom Downs on Derby day,” Jim Allen, Epsom’s general manager, said. “Their majesties show great enthusiasm, interest and support for horse racing in the UK and their attendance next week will be a proud moment for all of the team here and everyone connected with the racecourse. Royal attendance has been synonymous with the meeting for generations.” The king and queen are patrons of the Jockey Club, which owns and operates Epsom, and while the royal colours will not be involved in either the Derby or the Oaks, their string includes runners that could be entered on the Classic undercard. The Carlisle racecourse gets a rare moment in the ITV Racing spotlight on Saturday after Haydock’s track failed an inspection earlier in the week, and the card also includes the rearranged Silver Bowl Handicap, which was one of three races abandoned at Haydock last weekend when a hole appeared due to drainage issues on the main track. Most of the fancied runners in that race are back to take their chance seven days later, including Princling, the likely favourite...