双子座空间站公司（Gemini Space Station）股价涨幅扩大至10%，有报道称该公司出现潜在买家。（财联社）

The surge in oil and natural gas prices from the Iran war might seem like good news for the world’s biggest energy companies, but disruptions to production in the region, shipping blockades and hedging losses make the reality far more complicated. Exxon Mobil Corp. and Chevron Corp. lost about 6% of their global production in the first quarter, while Shell Plc ’s gas output was 5% lower, largely because the Strait of Hormuz has been essentially closed. It comes after just one month of fighting in the region, indicating that the hit could be far more severe if the waterway remains shut for an extended period. “The Middle East makes a messy quarter,” Lloyd Byrne , an analyst at Jefferies Financial Group Inc. , wrote in a note. Also See: Chevron Says Iran War Reduced Production, Impacted Earnings Shares of all three oil majors reached record highs in recent weeks as Brent crude surged above $112 a barrel, the most in four years, and amid speculation that fuel shortages in Asia will push up prices more in the months ahead. But production losses and shipping constraints mean the supermajors were unable to take full advantage of the price spikes, laying bare how vulnerable they are to protracted trade restrictions in the Persian Gulf. Analysts are quickly lowering their forecasts for Exxon and Chevron’s first quarter results after they disclosed about $7 billion of mark-to-market derivative losses combined this week. As prices increased sharply in March — global crude futures rose more than 50% in less than three weeks — the companies were forced to post paper losses on hedges associated with cargoes that will take several weeks to be delivered. “This accounting often happens well before the sale of the associated physical product is complete,” Exxon’s Chief Financial Officer Neil Hansen said in a statement. “These impacts will unwind over time.” Read More: Exxon Sees First-Quarter Production Loss of 6% on Iran War Exxon’s guidance pointed to earnings that were “well belo...

Burry cites Anthropic's meteoric $30 billion revenue climb as proof that "brains" will eat "infrastructure" in the AI arms race.

Palantir stock plunges after 'Big Short' investor Michael Burry says Anthropic is eating its lunch Yahoo Finance

Palantir stock plunges after 'Big Short' investor Michael Burry says Anthropic is eating its lunch MSN

(RTTNews) - A day after scoring strong gains following a two-week ceasefire agreed to by the U.S. and Iran, European stocks turned weak on Thursday as Tehran halted the passage of oil tankers through the Strait of Hormuz after accusing the U.S. of violating three clauses of the 1

J Studios/DigitalVision via Getty Images Intel Corporation ( INTC ) is positioned for a major turnaround, as Intel Foundry Services [IFS] gains momentum in sourcing third-party chip designers following the announced partnership with Tesla, Inc. ( TSLA ), to potentially manufacture its advanced AI chips that will power autonomous driving, its Optimus humanoid robot, and SpaceX ( SPACE ) satellite constellation. With optimism growing for the once financially strapped chip foundry, Intel’s positioning in the market may be returning to a strong footing in the coming years, potentially turning to profitability by eFY28. Given the optimistic outlook for Intel, I am reiterating my Strong Buy rating with a price target of $93/share at 16.12x eFY28 EV/aEBITDA. Intel Corporation Operational Update Intel has been circulating in the headlines after a blockbuster announcement that the once financially strapped technology giant may be in a position for a major turnaround. In early April 2026, Intel announced a partnership with Tesla, Inc. (TSLA), to bring CEO Elon Musk’s vision to light and develop an advanced chip fabrication facility to design, fabricate, and package purpose-built logic and memory chips to power SpaceX and Tesla technologies. Musk first announced plans for the Terafab in early 2026, around the time of the Tesla Q4 ’25 earnings release , hinting that the automaker would bring in-house an advanced semiconductor fabrication facility to manufacture a large proportion of the chips needed to power these autonomous engines. Fast forward to April 2026; Musk announced a partnership with Intel to leverage its chip fabrication expertise to potentially manage the entire process net of design. This can be a major paradigm shift for Intel, which has been digesting years of overinvestment in capital equipment while clinging to the hope of attracting external semiconductor designers for foundry services. From a thematic perspective, this can be Intel’s path into further fabric...

J Studios/DigitalVision via Getty Images Intel Corporation ( INTC ) is positioned for a major turnaround, as Intel Foundry Services [IFS] gains momentum in sourcing third-party chip designers following the announced partnership with Tesla, Inc. ( TSLA ), to potentially manufacture its advanced AI chips that will power autonomous driving, its Optimus humanoid robot, and SpaceX ( SPACE ) satellite constellation. With optimism growing for the once financially strapped chip foundry, Intel’s positioning in the market may be returning to a strong footing in the coming years, potentially turning to profitability by eFY28. Given the optimistic outlook for Intel, I am reiterating my Strong Buy rating with a price target of $93/share at 16.12x eFY28 EV/aEBITDA. Intel Corporation Operational Update Intel has been circulating in the headlines after a blockbuster announcement that the once financially strapped technology giant may be in a position for a major turnaround. In early April 2026, Intel announced a partnership with Tesla, Inc. (TSLA), to bring CEO Elon Musk’s vision to light and develop an advanced chip fabrication facility to design, fabricate, and package purpose-built logic and memory chips to power SpaceX and Tesla technologies. Musk first announced plans for the Terafab in early 2026, around the time of the Tesla Q4 ’25 earnings release , hinting that the automaker would bring in-house an advanced semiconductor fabrication facility to manufacture a large proportion of the chips needed to power these autonomous engines. Fast forward to April 2026; Musk announced a partnership with Intel to leverage its chip fabrication expertise to potentially manage the entire process net of design. This can be a major paradigm shift for Intel, which has been digesting years of overinvestment in capital equipment while clinging to the hope of attracting external semiconductor designers for foundry services. From a thematic perspective, this can be Intel’s path into further fabric...

欧洲债券下跌，有迹象显示美伊停火脆弱，推动能源价格上升。债市跌幅尾盘收窄，因为以色列同意与黎巴嫩展开谈判，据报道源于美国施压。 欧洲各国收益率曲线长端变动最大。英国、法国和德国30年期国债收益率均上升6个基点。 2年期收益率涨幅较小，上升2至3个基点。 市场对央行加息的押注也略有上升。利率互换显示，对欧洲央行年内货币政策收紧幅度的预期较周二上升4个基点，对英国央行的预期上升2个基点。 债券走势大体跟随能源价格，收益率触及日内高点时，WTI原油期货价格位于每桶100美元上方。 市场： 德国10年期国债收益率上涨4个基点，报2.99%； 德国国债期货下跌50个点，报125.70%； 意大利10年期国债收益率上涨3个基点，报3.73%； 意大利与德国国债利差收窄1个基点，报75个基点； 法国10年期国债收益率上涨3个基点，报3.61%； 10年期英国国债收益率上涨4个基点，报4.76%。 责任编辑：丁文武

伊朗外交部长阿拉格齐在与俄罗斯外长的通话中，重申在依照“指导方针”并与伊朗武装部队协调的情况下，安全通过霍尔木兹海峡是可能的。 阿拉格齐表示，只要美方遵守承诺，通过指定路线并遵守现有技术措施通行是可能的。 强调美国有责任履行其在包括黎巴嫩的所有地区制止战争的承诺。 责任编辑：丁文武

Tesla Is Creating Multiple Emerging Businesses Simultaneously Streetwise Reports

在美国总统特朗普因伊朗战争批评北约后，北约秘书长马克·吕特表示，该组织正从欧洲对美国“不健康的相互依赖”转向“建立在真正伙伴关系基础上的跨 大西洋 联盟”。 吕特周四在华盛顿里根研究所发表讲话时作出上述表态，他此行旨在缓和与特朗普政府的紧张关系。 吕特说，“我对美国领导力的价值形成了坚定不移的认知，但这次也给了我一个反思的契机，好好思考当美国的盟友把这种领导力——美国的领导力——视为理所当然时，会发生什么。” 这位北约负责人承认，一些欧洲国家曾认为“硬实力是令人尴尬的事情”，他们的军事实力随时间推移而逐步削弱，现代时期的国防预算“萎缩到无足轻重的程度”。 吕特认为，欧洲大陆以前“过度依赖”美军来应对威胁，如今欧洲正在加大投入，而特朗普已推动北约盟友提高国防支出，这些新增投资“为真正的伙伴关系奠定基础”。 责任编辑：丁文武

Dennis Cornell , the head of client coverage for the Americas at Apollo Global Management , has left the firm, according to people familiar with the matter. Cornell flagged his intention to leave weeks ago and finalized his departure recently, the people said, asking not to be identified discussing sensitive information. Cornell’s profile on LinkedIn now identifies him as a “former partner.” Apollo hired Cornell in 2022 as a partner and head of US originations for its capital solutions arm, according to an announcement at the time. Prior to joining Apollo, Cornell worked in the energy and private equity investment banking groups at Moelis & Co. Two other executives, Eric Meyers and Michael Zicari , are also leaving Apollo, Bloomberg previously reported . Meyers and Zicari both worked in the firm’s capital solutions arm and plan to take jobs at Franklin Templeton. Apollo spokespeople didn’t respond to requests for comment.

Gemini said Major U.S. stock indexes are rebounding today, led by a 0.48% gain in the Nasdaq 100, even as crude oil prices surge over 5% due to the ongoing blockage of the Strait of Hormuz and escalating tensions between Israel and Lebanon.

美国与伊朗正为在巴基斯坦举行的和平谈判做准备，尽管脆弱的停火协议总体得以维持，但诸如以色列袭击黎巴嫩以及霍尔木兹海峡重开等问题仍未解决。 美国副总统万斯预计将率领美方代表团参加定于周六在伊斯兰堡举行的会谈，伊朗官员则计划于周四抵达巴基斯坦首都。在美国总统特朗普宣布暂停这场持续近六周的冲突后，双方似乎已停止在该地区的大部分打击行动。 但黎巴嫩是个例外，以色列对伊朗盟友黎真主党的持续打击可能削弱谈判进程。以色列军方周四要求贝鲁特郊区八个社区的居民在对该地区的空袭前撤离，而此前一天的大规模行动造成超过200人死亡。 以色列总理内塔尼亚胡表示，他同意就冲突与黎巴嫩进行直接会谈，谈判重点是解除真主党的武装。据NBC援引一位未具名政府高级官员报道，特朗普周三与内塔尼亚胡通话，要求其减少打击力度，以确保与伊朗谈判能够顺利推进。 另据Axios记者Barak Ravid在社交媒体平台X上表示，以色列和黎巴嫩之间的直接谈判将于下周开始，首次会晤将在华盛顿国务院举行。 伊朗总统马苏德·佩泽希齐扬表示，以色列的打击是对停火的“明显违反”，并称这“将使谈判变得毫无意义”。 与此同时，霍尔木兹海峡实际上仍处于关闭状态，船东正等待关于这一关键水道通行状况的明确信息。据国家媒体报道称，伊朗港口和海事组织公布了两条安全航线，但目前通行量仍远低于战前水平。 在巴基斯坦会谈前，特朗普誓言美军将继续在波斯湾驻扎，“直到达成的真正协议得到全面遵守”。他还称，霍尔木兹海峡很快将恢复开放并安全通航。 自2月28日美国和以色列发动袭击以来，伊朗实际上关闭了霍尔木兹海峡。这条水道通常承载全球约五分之一的石油和液化天然气运输。对该海峡的控制权以及油轮安全通行将成为谈判的重要议题。市场对全球能源供应危机的担忧仍未消退。 市场反映出这种不确定性，油价在周三大跌后反弹，股市下跌。周四伦敦时间16时53分，布伦特原油上涨约2%，报每桶97美元。 责任编辑：丁文武

DKosig The global economy faces a dual threat of rising inflation and slower growth in the wake of the Iran war, according to International Monetary Fund Managing Director Kristalina Georgieva. In an interview with CNBC, Georgieva warned that the conflict represents a “negative supply shock” that is pushing prices up worldwide, with the severity of the damage depending on whether the current ceasefire holds and the extent of infrastructure destruction already inflicted. “All roads go into higher inflation, slower growth,” Georgieva said, explaining that the IMF has scrapped a previously expected 0.1% upgrade to global growth projections. Instead, the fund will present three different scenarios next week based on how the crisis unfolds. If hostilities persist, she cautioned, “inflation starts flashing red signs, then central banks have to step in,” which would further suppress economic growth. Georgieva emphasized that while the crisis is global in scope, its impact is far from uniform. “This crisis is global, but it is very asymmetric,” she said, noting that oil exporters like the U.S. are in a “much more protected position,” while poor oil-importing countries find themselves “in a very tough spot.” The most acute pain is being felt in Asia, particularly in nations with weak financial reserves. Countries like the Philippines and Thailand are already experiencing fuel rationing due to their limited reserves. By contrast, major economies like Japan and China, while also energy importers, have substantial oil and gas reserves that provide a buffer against supply disruptions. The IMF is preparing a substantial financial response, estimating that affected nations will need between $20B and $50B in additional financing. The fund already has programs in place with vulnerable countries, including Sri Lanka, Bangladesh, Egypt, and Jordan, and expects to discuss augmenting these arrangements next week with nations facing heightened pressures. However, Georgieva warned that th...

国际铜夜盘收涨0.21%，沪铜收涨0.19%，沪铝收涨0.39%，沪锌收涨0.13%，沪铅收跌0.39%，沪镍收跌0.60%，沪锡收涨0.97%。氧化铝夜盘收跌1.16%，铝合金收涨0.77%。不锈钢夜盘收涨0.87%。

Mark Zuckerberg announces Muse Spark, a new Meta AI model: How to try it, benchmark results Mashable

Axios记者Barak Ravid在X上表示，以色列和黎巴嫩之间的直接谈判将于下周开始，首次会晤将在华盛顿国务院举行。 美方将由驻黎巴嫩大使Michel Issa牵头。 以色列方面将由其驻美大使Yechiel Leiter代表。 黎巴嫩方面将由其驻华盛顿大使Nada Hamadeh-Moawad代表。 责任编辑：丁文武

Meta keeps Bank of America analysts bullish with early Muse Spark launch Proactive Investors

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) has earned a repeat ‘Buy’ rating from Bank of America following the unexpected early launch of the company’s newest large language model, Muse Spark. Bank of America also kept its price target on Meta unchanged at $885, with shares up 3.4%...

Meta keeps Bank of America analysts bullish with early Muse Spark launch Yahoo Finance UK

Meta keeps Bank of America analysts bullish with early Muse Spark launch Yahoo! Finance Canada

伊朗冲突的每一个转折——每一笔停火押注、每一波导弹袭击、每一次油轮通航情况的变化，几乎都会即时反映在一只规模约6500万美元、多数投资者鲜有听闻的交易所交易基金上。 Breakwave Tanker Shipping ETF周三开盘后一度重挫约13%，此前伊朗表示将允许船只安全通过霍尔木兹海峡。但数小时后，该基金迅速反弹，在伊朗革命卫队因以色列打击黎巴嫩而再次中断油轮通行后大幅上涨。 这只名为BWET的基金在短短数小时内的剧烈波动，展现了纸面停火与现实战事之间的巨大差距。过去一年，该基金已从每股约10美元飙升至接近150美元，涨幅约1300%，成为2026年以来表现最佳的美国上市ETF。其年初资产规模不足200万美元。不过，BWET的独特之处不仅在于回报率，更在于该基金已成为判断全球最关键能源通道是否畅通的实时市场信号。 早在1月战争爆发之前，Citrini Research就指出了这种逻辑——他们认为石油市场的真正机遇不仅在于原油本身，还在于运输原油的船只，并提及船队老化及对所谓“幽灵船”的制裁收紧。BWET当时在Citrini油轮投资组合中占最大权重。三个月后，这一判断以远超出预期的剧烈方式兑现。 BWET持有与超大型油轮日租价格挂钩的运价期货，约90%的投资敞口追踪从中东向中国运输原油的成本。 Breakwave Advisors创始及管理合伙人John Kartsonas表示：“该基金没有风险缓解机制。如果运价下降，基金也会下跌。”Breakwave Advisors创建了BWET基金。 尽管BWET表现亮眼，但鲜有投资者买入。虽然今年其收益远超其他所有美国上市基金，但BWET仅吸引了约2500万美元的净流入。相比之下，美国布伦特原油基金吸引了约7.2亿美元资金流入，而其回报远不及前者。 3.5%的费用率及复杂的税务结构可能阻止了除最坚定投机者之外的所有人。Kartsonas表示，若资产规模扩大，费用有望下降，同时该基金通过期货使大部分资产以现金形式持有并产生利息收入，可部分抵消成本。 Strategas Securities首席ETF策略师Todd Sohn指出，该基金未能吸引更多资金可能有多方面原因：“套利机会已基本释放，且基金今年已翻了几番，当前风险回报比或不再具有吸引力。此外，这类敞口较为小众，原油是一码事，但油轮运价则是更为细分的押注，这也限制了更...

This company designs chips ideal for AI inference tasks, which explains the outstanding growth in its revenue and earnings.

Key PointsNvidia CEO Jensen Huang believes that inference is the next big thing in AI.

The project was part of a package of tech investment promising the UK could become an AI superpower.

一位美国参议院民主党资深议员要求财政部长斯科特·贝森特提供信息，说明财政部是否已在伊朗战争爆发前就其可能带来的经济影响进行过规划。 在周四致贝森特的一封信中，参议院财政委员会首席民主党人Ron Wyden要求详细说明财政部为分析和规划战争经济后果及其对全球能源市场影响所采取的措施。 “如果未开展相关工作，请详细解释为何贵部门未就与伊朗开战可能带来的经济影响进行准备或分析，”Wyden在信中写道。 在此之前，参议院该委员会工作人员与贝森特的一名高级顾问进行了会谈。Wyden表示，该顾问告诉他们，他在战前没有开展任何与能源市场相关的工作，也不知晓财政部有谁做过此类工作。 Wyden要求贝森特澄清该人士 —— Sriprakash Kothari —— 的说法是否属实。Kothari 已被提名出任负责经济政策的财政部助理部长，其部门理应在此类分析中发挥关键作用。 “美国民众正面临迅速加剧的负担能力危机，这场极不受欢迎的战争更是雪上加霜。如果财政部在开战前连最基本的规划都没有做过，那是不可接受的，”Wyden在信中表示。 责任编辑：丁文武

Among the requirements of Volkswagen's Dieselgate settlement with the Department of Justice back in 2016 was to start building electric vehicles locally at the company's factory in Chattanooga, Tennessee. That was a reality by 2021, when we drove our first US-made VW ID.4 . Five years later, VW is moving on. After mid-April, no more ID.4s will roll down Chattanooga's assembly line, which instead will be reconfigured for the brand's newly revealed gasoline-powered Atlas SUV. The ID.4 was well-received when it debuted in 2021, and the model had a mostly strong 2025, selling 31 percent more than the year before. But sales of the electric VW collapsed after the Trump administration abolished the clean vehicle tax credit at the end of Q3 2025; the next three months saw ID.4 sales fall by 62 percent year over year. VW is gambling that Americans will instead want more gas-powered SUVs—probably a decision made before Trump started a war in the Middle East that has increased the price of gasoline by more than a dollar per gallon in the last few weeks. Snark aside, the Atlas is VW's second-best seller here, and VW wants the second-gen Atlas in dealerships by this fall. Read full article Comments

The Chinese EV maker will offer a bigger SUV, starting in June. New models have helped drive company sales—up 57% year over year.