格隆汇5月29日｜据央视，截至目前，2026年度电影总票房已突破155亿元。其中，影片《给阿嬷的情书》票房已超12.70亿元，跻身年度票房第四，并宣布延长上映至6月30日。2026年暑期档也即将开启，目前已有50余部影片锁定暑期档，涵盖历史、科幻、青春、动画等多元类型。

格隆汇5月29日｜据央视，美国前司法部长帕姆·邦迪当地时间5月29日在国会接受众议院议员闭门问询，重点涉及司法部对杰弗里·爱泼斯坦案相关文件的处理情况。邦迪上月被解除司法部长职务。她此前在国会听证会上曾就爱泼斯坦案文件公开问题与议员激烈交锋，此次出席问询时由司法部官员陪同。多名爱泼斯坦案受害者当天也来到场外，敦促众议院监督与问责委员会主席、共和党众议员詹姆斯·科默深入追问相关问题。科默回应称，希望为受害者伸张正义。爱泼斯坦2008年因教唆未成年人卖淫被定罪，2019年7月再次因涉嫌性犯罪被捕，同年8月死在狱中，被判定为“自杀”，但死因受到质疑。因牵扯欧美政商界等众多名流，爱泼斯坦案引发广泛负面舆论。

Palantir Technologies股价在周四交易中上涨逾5%，收于143.34美元，因市场对国防科技支出的乐观情绪重现，叠加该公司在军事AI领域的深度布局持续获得认可。 此次上涨的核心催化剂之一是五角大楼对Palantir Maven智能系统的全面采用。该系统最初于2017年启动，是一个无人机图像标注项目，如今已被美国国防部正式列为“在编项目”，意味着其获得长期稳定的资金支持，并将在美军各军种加速部署。据报道，五角大楼AI办公室负责人曾公开演示Maven如何用于中东地区的武器瞄准，过去需要数小时完成的任务现在仅需几秒钟。 与此同时，Palantir在商业领域的强劲表现也为股价提供支撑。2026年第一季度财报显示，公司营收达16.3亿美元，同比增长85%，远超市场预期的15.4亿美元；美国商业业务同比增速高达133%。公司还将全年营收指引从约72亿美元上调至76.5亿至76.6亿美元。第一季度共签署206笔超过100万美元的合同，显示出AI平台在企业客户中的渗透率持续提升。 特朗普近期在社交媒体上对Palantir的公开赞扬也引发市场关注。Palantir已证明拥有强大的作战能力和装备，问问我们的敌人就知道了。这一表态被分析人士视为对该公司国防业务的重要背书。 在更广泛的行业层面，Palantir与美国陆军签订了价值100亿美元的合同，将其软件系统整合为统一的军事数据操作平台。此外，公司还与无人机制造商Ondas及核燃料供应商Centrus等企业建立了战略合作，不断扩大其在国防与能源领域的影响力。 分析人士指出，随着五角大楼逐渐摒弃传统的“成本加成”合同模式，转向偏好“固定价格”合同，Palantir等新兴国防承包商正在获得更多机会。目前，分析师对Palantir的平均目标价约为192.76美元，较当前水平仍有显著上行空间。 责任编辑：张俊 SF065

Concerns Over Debt Weigh on Oracle (ORCL) Amid AI Data Center Expansion Insider Monkey

carterdayne/iStock Unreleased via Getty Images Gap ( GAP ) shares continue to unravel and are expected to snap a six-day winning streak for the stock, as soft comparable store sales at its Old Navy banner and lowered guidance overshadowed impressive results at Gap stores. Comparable store sales at Old Navy and Banana Republic were less than half of what was expected, while the struggling Athleta brand realized a further deterioration in sales. Although the results rattled investors, the sales miss can largely be blamed on a “self-inflicted fashion miss” rather than a cash-strapped consumer or broader macroeconomic weakness. "From what we can see today, the consumer remains resilient, and while we continue to monitor their behavior, at this time, our outlook does not assume any meaningful shift over the balance of the year," Gap CFO Katrina O'Connell said on the company’s earnings call Thursday. And Wall Street analysts largely agree. “We think the company was smart to come out and diagnose the Q1 Old Navy shortfall as an internal misstep on fashion—which it can fix—instead of a macro issue or leaving investors wondering if strong [same store sales] at all 3 off-pricers are taking outsized bites out of Old Navy sales. Both would be harder to reverse than a self-inflicted fashion miss,” said Evercore ISI analyst Michael Binetti. Although Binetti downgraded Gap Inc. ( GAP ) to In Line from Outperform, the action reflects a “complicated” FY26 outlook due to Old Navy’s deceleration rather than a loss of confidence in the parent company. Agrees BofA Securities’ Lorraine Hutchinson. “The weakness was driven by a seasonal assortment (dresses, shorts, and swim) that didn’t resonate.” The mood at Gap ( GAP ) mirrors that at peer American Eagle ( AEO ) where the company’s management also views headwinds undermining sales as temporary, especially as the retailer enters the critical back-to-school season. “We think gas prices hopefully will start settling down very shortly, and ...

Hungarian President Tamas Sulyok signaled he has no intention of stepping down, setting the stage for a confrontation between the country’s new government and institutions still controlled by appointees of former leader Viktor Orban . In a statement posted on social media on Friday, Sulyok said he will continue to perform his duties in accordance with law and described calls for his removal on political grounds as incompatible with Hungary‘s constitutional order. The president is one of a number Orban-loyalists leading formally independent institutions who face an ultimatum from Prime Minister Peter Magyar to resign by the end of May. Magyar repeated that warning at a press conference in Brussels on Friday. Read more: EU to Unlock €16.4 Billion of Aid to Hungary in Win for Magyar Magyar won a landslide victory in an April election by promising to dismantle the political system Orban built during 16 years in power and to remove a number of his appointees, including the president, senior judges and the chief prosecutor. They have been seen as instrumental in cementing the former prime minister’s hold on power. Sulyok, whose term runs until 2029, said he had asked the Council of Europe‘s Venice Commission, an advisory body on constitutional law, to “assist in finding a solution consistent with European constitutional principles.” Magyar hasn’t said how he intends to depose the officials if they haven’t resigned by May 31, but his majority of more than two thirds in parliament gives him the power to alter the constitution at will. Other officials including the presidents of the Constitutional Court, the Curia, the competition and media authorities have also remained in their posts as the deadline approaches. Notably missing from Magyar’s resignation demands is Mihaly Varga , the governor of the central bank. The prime minister said he plans to meet him on Friday.

It is a staggering valuation. AI superstar Anthropic raised $65 billion with a post-money valuation of $965 billion. That pushed it ahead of arch-rival OpenAI, which was most recently valued at $852 billion. It also puts the Anthropic’s figure ahead of Walmart (NYSE: WMT), which has a market cap of $948 billion. Walmart is the ... Walmart Worth Less Than Anthropic

The Vanguard triple split is now five weeks old, and the scoreboard tells a clear story. On April 21, 2026, Vanguard executed an 8-for-1 split on Vanguard Information Technology ETF (NYSEARCA: VGT), a 6-for-1 split on Vanguard Growth ETF (NYSEARCA: VUG), and a 5-for-1 split on Vanguard Mega Cap Growth ETF (NYSEARCA: MGK). Investors choosing ... VGT Has Doubled VUG and MGK Since April’s Split and Here’s Why

This article first appeared on GuruFocus. Meta Platforms (META, Financials) will again pay shareholders a quarterly dividend of 52.5 cents per share, extending a streak that has now reached six straight quarters. The payment is scheduled for June 25, with shareholders of record as of June 15 eligible to receive it. The ex-dividend date is also June 15. The dividend itself was widely expected, but it offers another reminder of how Meta's financial profile has evolved. Not long ago, the company was known almost exclusively for reinvesting its cash into growth initiatives. Today, it is doing that while also returning capital to shareholders. That balancing act has become increasingly important as Meta pours billions of dollars into artificial intelligence, data centers and related infrastructure. Investors have largely supported those efforts, though many continue to watch spending levels closely. Keeping the dividend unchanged suggests management remains comfortable with the company's cash position despite those large commitments. While the yield is relatively small, the payout provides an additional benefit for long-term shareholders. Attention now shifts back to the bigger questions surrounding Meta's AI strategy, revenue growth and profitability as the company heads toward its next earnings update.

Russia Warns US Against Sending Thousands More Troops Near Its Borders: Pushing Toward 'Suicidal Conflict' Russia is deeply alarmed about US plans to deploy thousands of additional troops to NATO's eastern flank member Poland, slamming reports out of Washington as unacceptable and portending an escalation in the Ukraine war. Russian Foreign Ministry spokeswoman Maria Zakharova said at a press briefing on Thursday that sending additional American soldiers to Poland "would result in escalation of tension across Europe" and that Moscow would be forced to take "retaliatory measures" . Getty Images Given that some 5,000 troops are being moved there from Germany, she did acknowledge that reducing America's troop presense in Europe would overall be "rational, justified, and long-overdue" step toward stabilizing what she called an "imbalanced" security situation created by NATO and Western policies. Weeks ago, the White House began threatening a significant and historic force reduction from Germany , following Berlin officials' repeat criticisms of the US-Israeli war against Iran . This was initially presented in media reports as part of a broader drawdown from Europe, but now it appears US forces are just being shifted around, and with 5,000 to be placed closer to Russia . But these thousands more troops in Poland could induce Russia to respond with "military-technical measures." Zakharova in perhaps the most provocative part of her remarks warned that NATO is pushing the continent toward a "suicidal" conflict . In total, some 10,000 US service members are stationed in Poland, on a regular rotation, and the new Washington deployment would see thousands more added to this - from among the 80,000 deployed across Europe. Poland shares a border with Russia’s Kaliningrad Region, setting off further concerns about targeting and drone activity : The deployment of additional US military forces to Poland could lead to a "qualitative escalation" of tensions between Russia and the We...

This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) climbed nearly 8% on Thursday, helped by a broader tech rebound and a report that the Trump administration is weighing direct funding for U.S. drone makers. The stock is still down about 20% this year, keeping Palantir in a volatile position despite the jump. A Reuters report said the talks involve the Pentagon and the Office of Strategic Capital, with Unusual Machines, Neros Technologies and Performance Drone Works among the companies under review. Palantir was not named, but investors saw a possible read-through because its software supports drone and defense applications. Palantir has already deepened its drone exposure. In March, it said it partnered with Ondas and World View to develop an AI-enabled multi-domain intelligence platform for aerial and ground missions, extending its reach in defense technology. The rally also came despite a rich valuation. Reuters has previously flagged Palantir at more than 200 times forward earnings, and current market data still shows a price-to-earnings ratio above 160, leaving the stock sensitive to any slowdown in growth.

Palantir Stock Jumps as Defense Tech Momentum Returns to AI Trade TradingView

马斯克表示，有关SpaceX下调IPO估值目标的报道是“虚假的”。特斯拉美股目前仍跌超1%。 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。

截至目前2026年度电影总票房已突破155亿元。影片《给阿嬷的情书》票房已超12.7亿元，跻身年度票房第四，并宣布延长上映至6月30日。2026年暑期档也即将开启，目前已有50余部影片锁定暑期档，涵盖历史、科幻、青春、动画等多元类型。国产片方面影片供给丰富、佳作云集，既有历史史诗、国漫巨制温情喜剧等多种题材，也有青春情感表达与视听想象力探索。市场期待持续升温。（央视新闻）

MF3d/iStock via Getty Images Artificial intelligence is fueling job creation rather than eliminating positions, according to Apollo Chief Economist Torsten Slok, who argues that current labor market data show no sign of AI-driven employment losses. Slok pointed to weekly ADP employment figures, which have strengthened steadily in recent months, with hiring momentum accelerating into the spring. The data suggest that businesses continue to add workers even as investments in artificial intelligence technologies surge across industries. Instead of replacing large numbers of employees, companies are actively recruiting specialists to deploy and manage AI systems. Demand for AI implementation experts has increased alongside a massive wave of spending on data centers, cloud infrastructure, and computing capacity. That buildout is also contributing to higher wages for skilled technology workers while pushing up costs for semiconductors, equipment, and energy. The trend reflects what economists call the Jevons Paradox, where greater efficiency lowers costs and ultimately drives higher consumption rather than reducing demand. In the case of AI, cheaper and more accessible technology is encouraging broader adoption, leading to additional investment, hiring, and economic activity. As a result, Slok believes the labor market may be stronger than widely anticipated. He said May nonfarm payrolls could come in well above the consensus forecast of 95,000, highlighting the continued employment boost from the ongoing AI spending boom. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Dividend Roundup: Salesforce, Lowe's, McDonald's, Halliburton, and more BofA highlights a consistent post-bubble pattern from 1929 to today S&P 500 hits new record high while VIX falls to a 4-month low on U.S.-Iran news Citadel Securities ...

负责监管事务的美联储理事鲍曼表示，现在判断伊朗战争对通胀的影响还为时过早，决策者需要忽略暂时性的价格冲击。 鲍曼周五在阐述其货币政策理念的演讲中表示，她支持官员们上个月在政策会议后的声明中保留暗示仍有可能进一步降息的措辞。这使她有别于越来越多的其他美联储决策者，后者希望美联储发出信号表明下一步行动是加息还是降息的可能性相当。 Bowman为在冰岛举行的一场央行会议准备的讲话中表示：“在我思考货币政策的未来路径时，我希望更清楚地了解中东冲突对经济的影响以及这些影响的持久性。” 她表示：“只要我们在实现通胀目标的承诺上保持可信度，忽略主要由能源价格上涨导致的暂时性通胀升高就是适宜的。” 责任编辑：何云

格隆汇5月29日｜在戴尔上调本财年利润和营收预期后，美股市场AI服务器制造商相关股集体大涨，其中，惠普(HPQ.US)涨近10%，超微电脑(SMCI.US)涨超13%，IBM涨超5%。

00:01 Speaker A What I find remarkable about not just Dell, but like the moment that we're in, what keeps happening is you get these companies that have been around for a while, their businesses looked a certain way. You thought you understood the change in their business and the increase in demand, and then it just comes out and like smacks you in the face with that it is more than that. 00:26 Speaker B Yes. 00:26 Speaker A And, and so Dell was sort of the latest example with, um, what first quarter sales up 88% and beat by 23%. 00:36 Speaker B Yeah, so So, I, I did a couple of things with Dell here. The first that I found, um, quite interesting is looking at their results, uh, over the last couple of years. So, I have here the results from their fiscal 2024. So, this was results posted in the spring of 2023. Uh, the Infrastructure Solutions group had net revenue of $7.6 billion. Yesterday, the company reported the infrastructure Solutions Group had revenue of $29 billion. The entire company's revenue in the first quarter of its fiscal 2024 was 20 billion, $20.9 billion, uh, which is, of course, smaller than just the infrastructure group posted yesterday. So, you know, 43.8 billion for the company in the latest quarter, now guiding to 167 billion. Uh, or, you know, yeah, 167 is the midpoint of their guidance range. But I also did the exercise because I was thinking about conversation we had with Micron about valuations, what we do here. So, Dell guiding to $17.31 in GAAP EPS for this year. Into the quarter, the company was trading at 24 times revenue. 01:54 Speaker A Yeah. 01:54 Speaker B If you multiply 1731 times 24, you get 415. The stock is trading at 423 this morning. So, it's not a rerating, but it is to your point, like, 02:08 Speaker A Mhm. 02:11 Speaker B I guess I'm a little surprised that the, the whisper number wasn't that there would be a a raise like this, a guide like this. But it is merely, and, you know, stock's up 40% for a company that's this lar...

AMD Takes Quieter China Path GuruFocus

Intel Corporation has joined forces with the Odisha government and 3DGS to introduce semiconductor substrate manufacturing technology to India. This collaboration highlights a substantial step towards strengthening the nation's semiconductor capabilities. The memorandum of understanding was signed with participation from electronics and IT minister Ashwini Vaishnaw and Odisha's chief minister, Mohan Charan Majhi. The agreement signals a significant investment in India's high-tech sector, with an estimated budget of USD 3.3 billion. The initiative aims to create over 1,800 direct high-skilled jobs and substantial indirect employment. Set in the Bhubaneswar-Khurda region, the project will ultimately enhance India's technological landscape, focusing on innovations in advanced packaging and high-density interconnect substrates. Apart from operational progress, the agreement marks a milestone with India's India Semicon Mission 2.0, reflecting the global industry's trust in India. (With inputs from agencies.)

格隆汇5月29日丨阿莎娜大涨逾15%，Atlassian涨超7%，MongoDB、赛富时涨超5%，Palantir、Workday涨近4%。

Head coach Brendon McCullum said England must deal with the "backlash" to their dismal 4-1 defeat in Australia. England were widely criticised for their approach on and off the field down under, when they were thought to have a superb opportunity to regain the Ashes, only to be soundly beaten by a below-strength Australia team. McCullum has kept his job following a review into the tour and will lead England into the first Test against his native New Zealand at Lord's on Thursday. "There was huge hopes and ambitions for success down in Australia and we didn't get it right," McCullum told BBC Sport. "We had our chance, we didn't take it and we got beat. "It hurt. It hurt the players, it hurt the players' families, the support staff, all the fans that travelled from England all the way out to Australia and all the fans watching worldwide. "Now you have got to handle a little bit of the backlash of what has happened since."

A Hong Kong court has jailed two footballers and a betting agent for up to 17 months in the city’s largest match-fixing scandal in recent years, ruling that they deliberately undermined the integrity of the sport. Former Hong Kong Under-23 player Brian Fok, Brazilian player Luciano Silva da Silva and betting agent Waheed Mohammad returned to West Kowloon Court on Friday to be sentenced on five charges arising from a high-profile crackdown that saw 23 people arrested on suspicion of illegal gambling and rigging local football matches. Magistrate Peter Yu Chun-cheung rejected the defence’s request to suspend the trio’s sentences, saying the case involved deliberate attempts to manipulate football matches, the success of which depended on honest competition, public trust and commercial sponsorship. Advertisement “The defendants’ conduct eroded public confidence in football, damaged the reputation of local football competitions and adversely affected the development of local football,” he said. “In order to mark the gravity of the offences and to discourage similar offending, despite what all counsel and the personal circumstances of each defendant said, I am of the view that the only appropriate sentencing option is one of immediate custodial sentences.” Advertisement Fok, 32, received 17 months on three counts of offering an advantage to an agent and two counts of conspiracy to cheat at gambling.

(Bloomberg) -- Dell Technologies Inc. shares surged the most in two years on Friday after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work. Most Read from Bloomberg Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers, the Texas-based company said Thursday in a statement. That’s up from a prior revenue outlook of about $140 billion and topped analysts’ average estimate of $142.1 billion, according to data compiled by Bloomberg. Dell’s servers designed to run AI workloads are attracting customers from companies that rent computing power like CoreWeave Inc. and Nscale Global Holdings Ltd., as well as corporate clients and major AI providers. The company booked $24.4 billion in AI orders and generated $16.1 billion in AI server sales in the quarter ended May 1, Chief Operating Officer Jeff Clarke said in the statement. “The AI opportunity shows no signs of slowing.” The shares rose as much as 35% to $428.68 in New York as trading got underway, the biggest intraday increase since March 2024 and a record high. Dell’s server business has been viewed as an AI winner this year, sparking the stock more than 150% higher through Thursday’s close. For the fiscal first quarter, sales jumped 88% to $43.8 billion, compared with an average estimate of $35.5 billion. In addition to AI-focused products, the results were boosted by demand for traditional servers containing central processing units. That division’s revenue nearly doubled to $8.5 billion in the quarter compared with the same period a year earlier. Dell ended the quarter with a backlog on AI server orders of $51.3 billion, Clarke said on a conference call with analysts after the results were released. As customers move their focus from training AI models to using them, it creates opportunities for Dell products beyond AI servers, Chief F...

格隆汇5月29日｜据央视，美国疾病控制与预防中心当地时间5月29日宣布，美国纽约肯尼迪国际机场将对来自埃博拉疫情影响国家的入境旅客实施健康筛查。美国疾病控制与预防中心表示，相关措施还包括境外离境筛查、航空公司疾病报告以及入境后的公共卫生监测。目前，弗吉尼亚州杜勒斯国际机场、亚特兰大哈茨菲尔德-杰克逊国际机场以及休斯敦市乔治·布什洲际机场已开展类似筛查工作。根据规定，过去21天内曾前往刚果民主共和国、南苏丹或乌干达的旅客，抵达美国后将被引导至指定区域接受健康问询，并根据需要进行进一步医学评估。

Arsenal and Chelsea were the biggest beneficiaries of video assistant referee and on-field errors this season. Mikel Arteta's Gunners won the Premier League while becoming the first team to go the whole campaign without receiving a red card or conceding a penalty. But data logged by the Premier League's key match incidents (KMI) panel shows that Arsenal should have conceded three penalties and received three red cards. In total, Arsenal had seven referee mistakes in their favour, while London rivals Chelsea gained from eight. The Stamford Bridge club received two of the three incorrect VAR interventions, leading to a disallowed goal for Fulham and a penalty against Crystal Palace. The full judgements, seen by BBC Sport, show there were 25 VAR errors this season, up from the 18 in the 2024-25 campaign It is still a marked improvement on previous years, with 31 errors in 2023-24 and 38 in 2022-23. Here, BBC Sport looks how each club was affected and lists every mistake at the end of the article.