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Assessing Amazon.com (AMZN) Valuation As AI And Cloud Partnerships Draw Fresh Investor Focus - simplywall.st

Google 📅 05/29 21:23 AMZN.O
Amazon.com (AMZN) is back in focus after a fresh wave of AI and cloud related news, including deeper ties with Anthropic and Snowflake and heavy capital spending on data center infrastructure. The recent AI and cloud headlines sit on top of strong market interest, with a 30.5% 90 day share price return and a 33.2% 1 year total shareholder return, suggesting momentum has been building rather than f...

SoFi Technologies Surges 12% on Stablecoin Launch; Robinhood, Upstart Extend Fintech Bounce

Yahoo 📅 05/29 21:23 NVDA.O
SoFi Technologies (NASDAQ:SOFI) stock is ripping in early Friday trading, up 12% to around $19, as investors react to the company’s push into bank-issued stablecoins. The pop builds on a fintech bounce that started earlier this week. The rally is extending across SoFi’s peers. Robinhood Markets (NASDAQ:HOOD) stock is ticking up another 1% to approximately ... SoFi Technologies Surges 12% on Stable...

Apple’s In-House Modem Chips Threaten Qualcomm’s (QCOM) Major Customer Base.

Yahoo 📅 05/29 21:23 AAPL.OQCOM.O
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of exposure to the surging E...

Apple’s In-House Modem Chips Threaten Qualcomm’s (QCOM) Major Customer Base. - Yahoo Finance

Google 📅 05/29 21:23 QCOM.O
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of exposure to the surging E...

Artificial Intelligence (AI) Is Moving Beyond Data Centers. Nvidia Has Already Turned This Opportunity Into a Multibillion-Dollar Business

The Motley Fool 📅 05/29 21:23 NVDA.O
Nvidia (NVDA +0.96%) has been the biggest beneficiary of the massive investments in artificial intelligence (AI) data center infrastructure over the past few years. Its chip systems have been widely deployed by hyperscalers, governments, and AI companies to support the training and deployment of AI models. However, AI is now moving from data centers into edge applications, such as smartphones, dro...

Tesla's Future Still Looks Far Away

Yahoo 📅 05/29 21:22 TSLA.O
This article first appeared on GuruFocus. Tesla (TSLA, Financials) still makes most of its money the old-fashioned way: by selling cars. That is the tension in the stock. Investors are paying for a future built around robotaxis, Full Self-Driving, energy storage and robotics. But the numbers today still look mostly like an auto business. First-quarter revenue rose 16% to $22.39 billion. Automotive...

美联储理事鲍曼:判断战争对通胀的影响尚为时过早 可暂时忽略价格冲击

格隆汇 📅 05/29 21:22
格隆汇5月29日|美联储理事鲍曼表示,目前判断伊朗战争对通胀的影响尚为时过早,政策制定者需要对暂时的价格冲击采取“暂时忽视”的态度。鲍曼表示,她支持官员们上个月做出的决定,即在会后声明中保留暗示进一步降息仍有可能的措辞。这一立场使她有别于越来越多的政策制定者,其他人希望美联储发出信号,表明下一步行动既可能上调利率,也可能下调利率。“在思考货币政策的未来走向时,我希望对中东冲突产生的经济影响及其持续...

绩后暴涨40%!起底戴尔财报

格隆汇 📅 05/29 21:22 NVDA.OINTC.O
唯一的敌人是供应链 如果你对AI的认知还停留在“聊天软件”或“大模型内卷”,那么戴尔(DELL)刚刚发布的 FY27 Q1(2027财年第一季度)财报,将彻底颠覆你的想象。 这是一份堪称 “恐怖”的成绩单。 在AI与传统IT基础设施的双重驱动下,戴尔不仅拿下了创历史新高的单季营收,其管理层的发言更像是凡尔赛 :“需求远超供应,我们想要更多货,但根本拿不到!” 更夸张的是,因为上游成本飙升和抢货潮,...

Here’s What Made Meta Platforms (META) Impax US Sustainable Economy Fund’s Leading Contributor

Yahoo 📅 05/29 21:22 META.O
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of exposure to the surging E...

Here’s What Made Meta Platforms (META) Impax US Sustainable Economy Fund’s Leading Contributor - Yahoo Finance Singapore

Google 📅 05/29 21:22 META.O
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of exposure to the surging E...

Here’s What Made Meta Platforms (META) Impax US Sustainable Economy Fund’s Leading Contributor - Yahoo! Finance Canada

Google 📅 05/29 21:22 META.O
Here’s What Made Meta Platforms (META) Impax US Sustainable Economy Fund’s Leading Contributor Yahoo! Finance Canada

Here’s What Made Meta Platforms (META) Impax US Sustainable Economy Fund’s Leading Contributor - Yahoo Finance

Google 📅 05/29 21:22 META.O
Here’s What Made Meta Platforms (META) Impax US Sustainable Economy Fund’s Leading Contributor Yahoo Finance

Amazon’s AWS hits fastest growth in 15 quarters as Bezos doubles down on AI infrastructure

Yahoo 📅 05/29 21:22 NVDA.O
Jeff Bezos used a CNBC Squawk Box interview that aired May 20, 2026 to deliver the clearest statement yet of his current operating philosophy: artificial intelligence has become the single connective tissue across every company he touches. “My through line for the last few years has been AI. My time at Amazon is spent on ... Amazon’s AWS hits fastest growth in 15 quarters as Bezos doubles down on ...

Fed's Bowman backs 'easing bias' as core inflation runs 'a bit above 2%'

Seeking Alpha 📅 05/29 21:21
Michelle Bowman, Federal Reserve Vice Chair for Supervision, on Friday said she supported keeping the “easing bias” in the central bank's statement when it held its benchmark rate in April. While progress on lowering inflation appears to have stalled, she noted that, excluding one-time effects, inflation is running at "a bit above 2%, reflecting no pressures from the labor market and weakness in m...

Scotiabank To Buy MapleMark Bank

Nasdaq 📅 05/29 21:21
(RTTNews) - The Bank Of Nova Scotia (BNS, BNS.TO) said on Friday that it has inked a deal to acquire Maple Financial Holdings, Inc., parent company to MapleMark Bank. Travis Machen, CEO and Group Head, Global Banking and Markets, Scotiabank, said: "Our acquisition of MapleMark Bank allows Scotiabank to offer FDIC deposit insurance to our clients, which is important for our Mortgage Capital Markets...

Tesla Texas robotaxi fleet dwarfed by Waymo in new filings

Yahoo 📅 05/29 21:21 TSLA.O
New Texas DMV registration data reveals Tesla has just 42 autonomous vehicles in the state, versus 577 for Alphabet's Waymo

《ENEMY》筹备中长剧,影视圈又从短视频「捞人」了

36kr 📅 05/29 21:21
先前有知竹、曾庆杰,如今有圆子、@煎饼果仔 和@夏天妹妹 ,一批来自短视频和短剧赛道的创作者在正式进入影视工业体系之前,就已经具备「拍得美」的美学判断力、对故事结构的直觉敏感,以及短视频作为训练场赋予他们的高频试错能力。 作为今年内容市场(除AI外)为数不多的爆款存在,《吉时已到》和《ENEMY》的出现让行业与观众再次注意到传统影视行业之外的内容创造力。 前者是一部96分钟的「中式无限流」电影,B...

Meta维持稳定派息,重申股东回报承诺

新浪 📅 05/29 21:21 META.O
社交媒体巨头Meta Platforms在持续大举投资人工智能基础设施的同时,宣布维持每股0.525美元的季度股息,向市场传递了平衡增长投入与股东回报的积极信号。 根据公司官方公告,Meta董事会已批准对已发行的A类和B类普通股派发每股0.525美元的季度现金股息。该股息将于2026年6月25日支付给截至6月15日收盘前登记在册的股东。这是Meta连续第六个季度维持这一派息水平,显示出公司对自身持...

Stock Market News for May 29, 2026

Nasdaq 📅 05/29 21:21
Wall Street closed higher on Thursday, driven by tech and healthcare stocks. Investors were encouraged by optimism around artificial intelligence (AI)-driven tech growth and defensive buying in healthcare stocks, while hopes of a 60-day U.S.-Iran ceasefire extension offset concerns over high inflation. All of the three benchmark indexes ended in the green. How Did the Benchmarks Perform? The Dow J...

Rick Santelli: Core PCE Hits 3.3% as Durable Goods Surge 7.9% in April

Yahoo 📅 05/29 21:20 NVDA.O
Rick Santelli walked through Thursday morning’s data dump from the CME floor and the story he told was one of an economy that refuses to pick a direction. Inflation is sticky, factory orders are ripping, and the consumer is quietly stepping back. For anyone trying to time a Fed pivot, that combination matters. Start with ... Rick Santelli: Core PCE Hits 3.3% as Durable Goods Surge 7.9% in April

Are SoFi Technologies bulls here? 2 factors say near-term looks bullish

Seeking Alpha 📅 05/29 21:20
SoFi Technologies ( SOFI ) jumped more than ~12% to ~$19 in premarket trading on Friday after rolling out two major updates that highlighted both stronger consumer spending trends and its deeper push into digital assets. The positive momentum experts were watching came after the company announced the launch of 'SoFiUSD ,' calling it the first U.S. national bank-issued stablecoin available directly...

UBS Brings Big Guns to Asia as Dealmaking Action Heats Up

Bloomberg 📅 05/29 21:20
Hi, it’s Dong Cao, Pei Li and Manuel Baigorri in Hong Kong, where this week we attended a UBS conference and chatted with some bankers about investor sentiment and the buzz of dealmaking in Asia. Also today, the latest on the looming SpaceX listing. Today’s top stories SpaceX cuts IPO valuation goal to at least $1.8 trillion . Union Pacific, Norfolk tumble as regulator pauses merger review. Autode...

格隆汇5月29日|瑞银在持续进行的瑞信(Credit Suisse)整合过程中裁减了数百个职位。

格隆汇 📅 05/29 21:20
格隆汇5月29日|瑞银在持续进行的瑞信(Credit Suisse)整合过程中裁减了数百个职位。

Hong Kong’s John Lee, lawmakers hold talks on city’s first five-year blueprint

SCMP 📅 05/29 21:20
Hong Kong leader John Lee Ka-chiu met lawmakers on Friday to discuss a “highly targeted, substance-heavy” report they compiled outlining proposals on how the city’s first five-year plan should proactively align with national development. The closed-door meeting took place ahead of the government’s planned launch of a public consultation on Hong Kong’s five-year plan in early June as previously rep...

SpaceX's Growth Story Is All About Rockets and AI, but This Is What's Driving Its Business Right Now

Yahoo 📅 05/29 21:20 TSLA.O
The growth opportunities in space travel and artificial intelligence (AI) are undoubtedly major reasons investors are bullish on the upcoming SpaceX IPO. Elon Musk, the CEO behind Tesla, is going to allow investors to finally own a share of his popular aerospace and AI company, potentially as early as June 12, when its shares are expected to go public. While rockets and possible travel to Mars oft...

1 Top Cryptocurrency to Buy Before It Soars 2,280%, According to Analysts

Yahoo 📅 05/29 21:20 INTC.O
Ever since it hit a new all-time high of $294 last January, Solana (SOL +0.50%) has been trending in the wrong direction. It's down 70% since then, and currently trades for just $84. But things could turn around for Solana much faster than anyone imagines. According to analysts at Standard Chartered, Solana could hit a price of $2,000 by 2030. If so, Solana could be on the cusp of 2,280% gains. Th...

1 Top Cryptocurrency to Buy Before It Soars 2,280%, According to Analysts

Nasdaq 📅 05/29 21:20 NVDA.O
Key Points According to Standard Chartered, Solana could hit a price of $2,000 by the year 2030. A greater focus on real-world utility, especially within decentralized finance, is driving the growth narrative for Solana. While Solana can deliver blistering future gains, it is also highly volatile, making it a high-risk, high-upside play. 10 stocks we like better than Solana › Ever since it hit a n...

SpaceX's Growth Story Is All About Rockets and AI, but This Is What's Driving Its Business Right Now

Nasdaq 📅 05/29 21:20 NVDA.OTSLA.O
Key Points Many investors are enamored with SpaceX's potential in space travel and artificial intelligence. It's internet connectivity, however, which is responsible for the bulk of its business today. These 10 stocks could mint the next wave of millionaires › The growth opportunities in space travel and artificial intelligence (AI) are undoubtedly major reasons investors are bullish on the upcomi...

DC Great Again: Historic Columbus Circle Fountain Flows For First Time In Years

Zero Hedge 📅 05/29 21:20
DC Great Again: Historic Columbus Circle Fountain Flows For First Time In Years Authored by Steve Watson via Modernity.news, The Trump administration continues to deliver tangible results in Washington, D.C. Columbus Circle at Union Station is now clean, safe, and beautiful again, with its historic fountain restored and water flowing for the first time in years. The ribbon was officially cut Thurs...

联合国儿基会:过去一周黎巴嫩平均每天有11名儿童伤亡

格隆汇 📅 05/29 21:19
格隆汇5月29日|据央视,联合国儿童基金会(儿基会)5月29日表示,尽管此前已宣布停火,但随着以色列在黎巴嫩全境加大空袭力度,过去一周内,黎巴嫩平均每24小时就有11名儿童在冲突中伤亡。仅在过去七天里,就有77名儿童因战火死伤。自4月16日停火协议生效以来,已有55名儿童死亡、212名儿童受伤。儿基会发言人里卡多·皮雷斯直言,这一伤亡数字令人震惊。自今年3月2日黎以冲突爆发以来,局势持续动荡,以军...
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