AlphaFold 王座告急！ Nature 刊文：扎克伯格旗下 Biohub 放了一记王炸， 一口气发布 11 亿个蛋白质结构预测，比 AlphaFold 数据库多出 8 亿条。 背后的 AI 模型 ESMFold2 号称性能全面超越 AlphaFold3。 更关键的是， 完全开源，不限商用 。 https://www.nature.com/articles/d41586-026-01686-3 谷歌 DeepMind 苦心经营多年的蛋白质 AI 霸主地位，正在被一个开源搅局者动摇。 蛋白质 AI 赛道的格局，可能要重写了。 11 亿个蛋白质结构，一把端上桌了 5 月 27 日，扎克伯格夫妇创建的生物医学机构 Biohub，正式上线了名为 ESM Atlas 的蛋白质结构数据库。 11 亿个预测蛋白质结构，外加 68 亿条蛋白质序列信息。 AlphaFold 的数据库积累了超过 2 亿个结构预测，ESM Atlas 一来就多出 8 亿条。 生成这些预测的 AI 模型叫 ESMFold2，由 Biohub 科学负责人 Alex Rives 带队开发。 Rives 说： 这个图谱展示了蛋白质生物学的全貌，尤其是那些最未知的部分。 蛋白质结构预测为什么重要？ 蛋白质是生命运转的核心零件，知道它的形状就能理解它的功能，进而设计新药、攻克疾病。 AlphaFold 靠这个拿了诺贝尔化学奖，是 AI 改变科学的标志性案例。 现在一个新模型拿着大 5 倍的数据集站了出来。 作为 AI 模型，ESMFold2 强在哪 ESMFold2 走了一条和 AlphaFold 不同的技术路线。 它基于 2024 年发布的「蛋白质语言模型」构建，核心思路借鉴了 NLP 领域的做法，把蛋白质序列当作「语言」来理解，在数十亿条蛋白质数据上训练，让模型学会从序列直接预测三维结构。 AlphaFold 的 AI 同行们看到这里应该会觉得熟悉，这和大语言模型学习人类语言的逻辑是一样的。 训练数据的覆盖范围是关键变量。 ESMFold2 纳入了大量来自土壤、海洋等环境的微生物蛋白质数据，这部分在 AlphaFold 的数据库里是空白的。 覆盖面更广，模型见过的「蛋白质世界」就更完整。 Biohub 团队称，ESMFold2 在预测蛋白质之间相互作用的复合结构方面，表现优于 AlphaFold3。 但最有...

登录新浪财经APP 搜索【信披】查看更多考评等级 SpaceX一周前提交了首次公开募股（IPO）申请，而马斯克如今已引发市场困惑。 这家可回收火箭企业即将正式向投资者推介业务，就在此前数日，马斯克于周三晚间在旗下社交平台 X 上，详解了公司近期与人工智能初创企业Anthropic达成合作的相关细节。他提到了双方合作中一项可能影响重大的条款，但这份内容并未出现在 SpaceX 长达 300 多页的 IPO 申报文件中。 本月早些时候，SpaceX 宣布，将把位于田纳西州孟菲斯市的巨人一号（Colossus 1）数据中心闲置算力，出租给Anthropic。上周发布的招股书显示，Anthropic同意在 2029 年 5 月前，每月向 SpaceX 支付 12.5 亿美元；2026 年 5 月至 6 月算力逐步扩容期间，费用将按优惠标准收取。文件同时注明：任何一方提前 90 天发出通知，即可终止该协议。 但马斯克在周三晚间的 X 平台发文称：“SpaceX 并未承诺长期出租巨人一号数据中心。” 他表示这份协议租期为 180 天，期满后双方均可提前 90 天通知对方解除合约。然而招股书中并未提及该合作仅会维持数月。 未来三年里，Anthropic究竟是每年向 SpaceX 支付 150 亿美元，还是在短期内支付远低于该水平的费用，这对潜在投资者而言是核心考量因素。SpaceX 2025 年总营收仅为 187 亿美元。对外出租数据中心算力不仅为公司开辟了全新收入来源，也让 SpaceX 入局，与各类新兴云服务商展开竞争。 部分投资者本就对这支史上最大规模 IPO 心存顾虑：这家企业估值超万亿美元，且每个季度都在巨额亏损。马斯克此番发文，进一步让外界质疑其财务信息披露的可信度。 哥伦比亚大学法学院教授、公司治理领域专家埃里克・塔利在邮件中表示：“这件事疑点重重。要么是马斯克所言属实，而 S-1 招股申报文件存在重大误导；要么就是申报文件内容无误，而马斯克又在故弄玄虚。无论哪种情况，都给尽力为SpaceX评估估值的投资者带来了极大困扰。” Anthropic拒绝对此置评，SpaceX相关负责人也未回应采访请求。 分析师指出，在这份上市申报材料中，与Anthropic合作相关的披露内容并非唯一不够详尽的地方。 市场研究机构PitchBook分析师佛朗哥・格兰达在招股书发布后出具报告...

Truist表示，随着 亚马逊 和Alphabet的云业务增长并超出华尔街预期，两家公司股价有望上涨。 该银行将亚马逊的目标股价从每股310美元上调至320美元，意味着较周四收盘价有17%的上涨空间。 Truist还将Alphabet的目标股价从每股415美元上调至430美元，较周四收盘价高出10%。该行对两只股票均给予“买入”评级。 分析师优素福·斯夸利周五在给客户的一份报告中表示：“从截至3月31日的 backlog（积压订单）加上近期交易来看，市场一致预期的营收预测低于应有水平。归根结底，两家公司应以更快的速度增长更长时间，但资本支出也会更高。不过，考虑到剩余履约义务实现了三位数增长，这些投资的风险正逐步降低。” Truist预计， 谷歌 云营收增速将在今年年底前从第一季度的63%加快至80%左右。相比之下，华尔街预期该公司营收增速将放缓。 该分析师还表示，华尔街低估了亚马逊网络服务在2027财年的资本支出和营收增长。 谷歌母公司Alphabet的股价自年初以来已上涨25%。 亚马逊股票在2026年上涨了19%。 责任编辑：张俊 SF065

Artificial intelligence is more likely to reshape the labor market than eliminate middle-income jobs because human emotional intelligence remains difficult to replicate, according to BCA Research. In a report published Thursday, BCA argued that AI excels at logic, reasoning, and analytical tasks but remains fundamentally weak at emotional intelligence, or “EQ,” creating continued demand for workers who can combine human interpersonal skills with AI-driven productivity. The firm said jobs relying primarily on “IQ,” including many graduate-level entry roles, faced the greatest disruption from AI adoption. By contrast, occupations requiring a mix of technical capability and emotional intelligence were likely to remain in demand. “AI might obsolete generalized intelligence, known as IQ, but human intelligence comprises the synthesis of generalized intelligence plus emotional intelligence,” BCA wrote. The report argued technological disruption historically created new forms of employment even as older occupations disappeared. BCA pointed to long-term declines in farm labor and clerical work alongside growth in healthcare and professional services jobs over the past century. BCA also linked the AI transition to the current labor-market backdrop, describing conditions as “no hiring, no firing” as companies hesitated to cut workers who could enhance productivity when paired with AI systems. The firm said that the environment could support corporate profits and equities while keeping inflation elevated and bond markets under pressure. BCA added that the biggest macro risk would come from a renewed Federal Reserve tightening cycle, though it viewed that risk as more likely in 2027 than 2026. Artificial Intelligence/Robotics ETFs: ( AIQ ), ( BOTZ ), ( DTEC ), ( WTAI ), ( XAIX ), ( WISE ), ( GINN ), ( ROBT ), ( TECB ), ( XT ), ( THNQ ), and ( CHAT ). More on tech An AI Infrastructure Sanity Check And Where Do We Go From Here As Chip Stocks Warn Of 'Empire State Building' Top, H...

The familiar per-seat software license is quietly being rewritten. Microsoft is transforming its core productivity, coding, and security products into a hybrid revenue engine. CEO Satya Nadella calls this a move to a per user and usage business. This is not a future plan; customers are already shifting from the traditional seat model to one that adds consumption. This hybrid model directly fuels the revenue engine. The company’s AI business has already surpassed a $37 billion annual run rate, powered by this new layer of consumption. That explosive growth sits inside the larger Microsoft Cloud, which itself exceeded $54 billion in revenue this quarter. That’s the story. The cleanest way to interrogate it is to break the 3-year stock move into the three things that can drive it: revenue compounding, net margin trajectory, and the multiple itself. Then look at which one is doing the heavy lifting under conservative assumptions. The Three Levers Of Upside Today’s price is paying for some combination of these three. Under our conservative calibration: Revenue compounding at 15.2% annually. Top line moves from $318.3B to $486.5B. Standalone contribution to the price move: 53%. Net margin eases from 39.3% to 38.3%. Standalone contribution: -2.8%. P/E multiple holds near today’s 25.3x. Standalone contribution: 0.0%. Multiplied through, the three combine to roughly 49% of upside over three years. Before we stress each one, here is the picture they are operating on top of: MSFT Sector Information Technology Industry Systems Software P/E Ratio 25.3 P/E Ratio 3Y Avg 31.5 LTM* Revenue Growth 17.9% 3Y Avg Revenue Growth 15.3% LTM* Net Margin 39.3% 3Y Peak Net Margin 39.3% 3Y Avg Net Margin 35.7% *LTM: Last Twelve Months Trefis: MSFT Stock Insights What Happens To Upside If The Levers Change? The base case lands at 49%. Soften revenue compounding by 200 basis points, so the top line grows at 13.2% instead of 15.2%, and the upside slides toward 41%. Let net margin give back to the...

Science Applications ( SAIC ) declares $0.37/share quarterly dividend , in line with previous. Forward yield 1.43% Payable July 24; for shareholders of record July 10; ex-div July 10. The company has now announced a dividend of $0.37 for thirty consecutive quarters. See SAIC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Science Applications Science Applications International: A 'Show Me' Story, But Cheap Enough To Bank On Science Applications International Corporation (SAIC) Q4 2026 Earnings Call Transcript Science Applications International Corporation 2026 Q4 - Results - Earnings Call Presentation Science Applications International wins $112.3M contract modification for MK 48 Torpedo support work USAID shutdown fallout ripples through Washington economy

Exchange Bank ( EXSR ) declares $1.35/share quarterly dividend , 3.8% increase from prior dividend of $1.30. Forward yield 3.67% Payable June 22; for shareholders of record June 5; ex-div June 5. See EXSR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Exchange Bank Exchange Bank reports Q1 results Dividend scorecard for Exchange Bank Financial information for Exchange Bank

万科今年已启动食品板块、教育板块等其他非主业的退出或剥离。 “2025年对万科而言，是极为艰难、直面挑战的一年。“5月29日，万科管理层在2025年度股东会上表示，过去一年围绕“保交付”、“保兑付”、“抓经营”、“强管理”和“保稳定”五大目标，守住了公开债不违约的底线，保障了生产经营和团队的整体稳定，但“当前公司面临的困难依然很大，公司将聚焦化险和发展两大任务，从持续改革化险、狠抓经营、强化管控等三方面全力行动”。 在化债方面，万科于2025年持续推进债务展期工作，目前已在部分兑付安排下完成6只公开债券的展期。据万科介绍，2026年6月12日，将到期的公开债规模合计101.2亿元，兑付压力依然突出。 其中，针对6-7月集中到期的4只公开债券，万科表示正在有序推进整体展期工作，将严格遵循同债同权、公平公正原则，延续前期成熟可行的展期方案，采取统一方案、分债券同步表决方式，平稳推进持有人会议各项流程。 在业务发展方面，万科2025年营收2334亿元，归母净利润为-885.56亿元，开发业务结算毛利率约为8.1%，处于低位。对于业绩以及毛利率的问题，万科管理层表示，从短期来看，受存量高地价项目持续去化及结算、市场环境调整等因素影响，公司整体毛利率仍承压。 从中长期看，万科表示将立足自身经营调整，全力推动毛利率改善修复，一方面，持续优化城市与项目布局，主动梳理退出低毛利、高风险项目，聚焦核心城市优质项目，提升产品溢价能力；另一方面，全面强化精细化管理，从严成本管控、提升运营效率，通过内部经营提质持续改善盈利水平。此外，将加快存量项目去化节奏，合理确定推售与定价策略，主动改善项目收益水平。 万科提及，，尽最大努力狠抓落实各项经营举措，力争早日走出经营困境。具体来看，一是坚持聚焦收缩，优化资源结构，坚决出清低效业务，从源头遏制新增亏损；二是深化降本增效，推行零基预算，精简组织架构，优化业务流程，刚性压降各项固定开支；三是全力盘活存量资产，挖掘经营性业务潜力，增强自身造血能力。 其中，在资源盘活方面，万科目前已形成规划及开发条件优化、资源置换、受限资产变现及处置退出等一系列体系化、可复制的运作模式，2025年有23个项目盘活取得突破，货值约338亿。 2026年，万科将继续推进存量盘活与土地收储两项工作。一方面，按照“一地一方案”的原则，加强对存量土地的统筹规划和开发阶段的经营策...

据美国知名财经媒体报道，埃隆·马斯克旗下的SpaceX公司正寻求在其首次公开募股（IPO）中获得至少1.8万亿美元的估值。 该媒体此前曾报道，该公司寻求的估值超过2万亿美元，但报道称，经与顾问和投资者商议后，SpaceX已缩减了相关计划。不过，该媒体也指出，如果在路演（即即将上市的公司向投资者介绍其计划的巡回推介活动）中获得积极反馈，其估值仍有可能再次走高。 预测市场平台Polymarket上的交易员认为，SpaceX在首个交易日收盘后市值超过1.8万亿美元的概率为90%。他们认为收盘市值超过2万亿美元的概率为77%。 责任编辑：张俊 SF065

China has condemned the launch of maritime boundary negotiations between Japan and the Philippines , calling the talks “completely illegal and void”. The protest followed a joint statement released on Thursday after a summit between Japanese Prime Minister Sanae Takaichi and Philippine President Ferdinand Marcos Jnr in Tokyo. During the talks, the two sides agreed to elevate bilateral ties to a comprehensive strategic partnership to strengthen cooperation in areas including the economy, security and intelligence sharing. Advertisement Japan and the Philippines do not share maritime borders, but their seabed claims could overlap as both look to extend their legal continental shelves beyond 200 nautical miles (370km or 230 miles). Tokyo claims Okinotori, in the southernmost part of Japan, as an island that entitles it to an exclusive economic zone. But other governments in the region, including Beijing and Seoul, insist that the atoll does not meet the definition of an island under the United Nations Convention on the Law of the Sea (Unclos) Advertisement Speaking at a daily press conference on Friday, Chinese foreign ministry spokeswoman Mao Ning said the area covered by the Japan-Philippines maritime border talks sat directly east of Taiwan, where Beijing maintained its own exclusive economic zone and continental shelf rights under both domestic and international law.

anyaberkut/iStock via Getty Images CoStar Group ( CSGP ) has entered into a definitive agreement to acquire Zonda for a cash consideration of $800M. Zonda provides new home construction data, homebuilder software, and residential real estate marketplaces, serving over 3,000 customers. "This acquisition extends CoStar Group's leadership into a major new segment of the real estate industry and strengthens our ability to provide clients with comprehensive information solutions across every major real estate segment," said CSGP CEO Andy Florance. The transaction is expected to be accretive to adjusted EPS in the first full year of ownership and to close in the second half. More on CoStar Group CoStar Group, Inc. (CSGP) Q1 2026 Earnings Call Transcript CoStar Group, Inc. 2026 Q1 - Results - Earnings Call Presentation CoStar: Even After The Fall, This Stock Remains Vulnerable In The AI Age Corvex Management adds CoStar Group, Lionsgate Studios, and exits Oracle among Q1 moves Lumentum to replace CoStar on Nasdaq-100

华天科技公告，因公司2023年股票期权激励计划行权，截至2026年5月28日，由于公司股份总数增加，导致在持有公司股份数量不变的情况下，华天电子集团持股比例被动稀释至21.93%，与实际控制人合计持股比例被动稀释至21.98%，持股变动触及1%的整数倍。

一批近期涨势较好的热门股将被调入相关指数。 上证50、上证180、科创50、科创100等系列指数将进行上半年定期调样，一批近期涨势较好的热门股将被调入相关指数。 5月29日，上交所与中证指数有限公司发布公告称，根据指数编制规则，将对上证50、上证180、科创50、科创100等指数的样本进行调整，于2026年6月12日收市后生效。 其中，上证50指数调入特变电工、生益科技、中国铝业、华泰证券、兆易创新5只证券；上证180指数调入中远海能、南方航空、云天化等17只证券；科创50指数调入华虹公司、源杰科技、摩尔线程、沐曦股份4只证券；科创100指数调入华大智造、炬光科技、腾景科技等10只证券。 这些股票中，不乏今年以来涨势不俗的热门股。其中，炬光科技、源杰科技今年以来至5月29日累计涨幅超150%，华虹公司、兆易创新今年以来涨幅超过110%，生益科技、腾景科技今年以来的涨幅超过90%。 此次调整后，上证50、上证180指数新经济行业权重进一步提升。调样后，上证50、上证180指数信息技术、医药卫生、通信服务等新经济行业权重达到28%、26%，分别较调样前增加约3%、1%。 科创50、科创100指数对科创板市场的代表性进一步提升。调整后，科创50指数总市值5.9万亿元，覆盖率43%。科创100指数总市值3.2万亿元，覆盖率23%。科创50、科创100总市值覆盖率达66%，较调样前提升6%。调整后，科创50、科创100指数净利润同比增速较调样前小幅增长。 今年以来，科创板指数体系持续吸引资金流入，科创板指数跟踪产品规模约2900亿元。今年以来至5月29日，科创综指上涨约27%，境内已有85只指数基金，形成了包括ETF、联接基金、增强型产品在内的完整产品链条；科创50上涨30%，产品境内外规模约1300亿元，已成为境内第4大宽基指数产品和最大的单市场ETF产品；科创芯片上涨54%，产品规模超700亿元，较年初增长超30%。 上交所指数体系不断完善，今年以来发布近100条指数，其中88条为固收、多资产类指数，丰富低风险、稳收益投资标的，目前全市场低风险、稳收益指数产品规模已近2万亿元。 除了上述指数调样外，5月29日，中证指数有限公司还公告，将调整沪深300、中证500、中证1000、中证A50、中证A100、中证A500等指数样本，于2026年6月12日收市后生效。 其中，沪深...

合合信息公告，股东罗希平、陈青山、龙腾拟通过询价转让方式，合计转让公司股份510万股，占总股本2.60%。其中罗希平拟转让200万股（占1.02%），陈青山拟转让184万股（占0.94%），龙腾拟转让126万股（占0.64%）。本次转让为非公开转让，受让方为机构投资者，受让后6个月内不得转让，转让原因为自身资金需求。

J&J Snack Foods ( JJSF ) declares $0.80/share quarterly dividend , in line with previous. Forward yield 4.14% Payable July 7; for shareholders of record June 16; ex-div June 16. See JJSF Dividend Scorecard, Yield Chart, & Dividend Growth. More on J&J Snack Foods J&J Snack Foods Corp. (JJSF) Q2 2026 Earnings Call Transcript J&J Snack Foods: We Need To See Concrete Results Before An Upgrade Is Justified J&J Snack Foods targets at least $20M Apollo run-rate savings by Q4 amid fuel-driven demand softness Seeking Alpha’s Quant Rating on J&J Snack Foods Historical earnings data for J&J Snack Foods

5月28日至5月29日，深交所2026全球投资者大会在深圳举行。大会以“资本市场与创新成长——‘十五五’规划下的中国机遇”为主题。 摩根士丹利（亚洲）中国区在岸股权业务主管、摩根士丹利期货（中国）有限公司董事长沈黎表示，中国资产在国际指数中的权重与估值长期处于明显低位，而今年以来外资流动已出现拐点。与此同时， 随着2026年外资回流态势的加速，国际投资者对中国资产的认知已发生转变——从以往的系统性低配，转变为“一定要投”（must have）。 在近9000亿元的AI投资加持以及先进制造出口份额稳步攀升的背景下，A股市场凭借其“低相关性”与“独立周期”特征，正成为全球资金分散风险、寻求多元化成长机会的不二选择。 国际投资者对中国的认知转变为“一定要投” 从全球宏观经济版图来看，中国资产当前的国际市场地位与其经济体量之间存在着引人注目的结构性错配。沈黎详细剖析了这一现象的深层原因与潜在机遇。数据显示， 中国的GDP体量占全球约17%，贡献约30%的全球增长。但与此形成鲜明对比的是，中国资产在全球权益配置权重中的占比仅3%~5%。 这种巨大的反差表明，当前全球资金在整体上依然处于系统性低配中国资产的状态。具体而言，全球基金大约低配1.3%，新兴市场基金大约低配5.7%。 探究其背后的原因，沈黎指出，这主要与指数层面低估（MSCI纳入因子仅20%）以及指数中剔除了优质工业和科技资产有关。 不过，从长期战略性的投资视角来审视，这种结构性的错配非但不是风险，反而蕴含着巨大且持续的再配置投资空间。市场数据与外资动向已经印证了这一研判。进入2026年以来，全球资本对中国市场的态度已经出现了拐点。资金流动轨迹显示，外资流动从2025年转为净流入之后，2026年的回流节奏进一步加快。更深层次的转变在于投资者心理与认知的重构：国际投资者对中国资产的看法正转变为“一定要投”（must have）。 看好高端制造与硬科技公司 外资之所以能够形成“一定要投”的共识，其核心驱动力在于中国资本市场坚实的基本面支撑以及新质生产力的蓬勃发展。沈黎强调，长期来看，配置中国资产的战略机会正当其时。 首先，“AI+科技”所代表的新质生产力已经成为中国经济增长的中长期核心驱动力。据统计，2026年中国在AI方面的投资有近20%的同比增长，投资总规模达到了近9000亿元。其次，中国先进制造在新能源汽车、电池、...

Caleres ( CAL ) declares $0.07/share quarterly dividend , in line with previous. Forward yield 1.91% Payable June 26; for shareholders of record June 11; ex-div June 11. See CAL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Caleres Caleres, Inc. (CAL) Q4 2025 Earnings Call Transcript Caleres Is Now Reasonably Priced, But Is Not Attractive After The Rally Caleres, Inc. 2025 Q4 - Results - Earnings Call Presentation Caleres names Dan Karpel as CFO Caleres Non-GAAP EPS of -$0.36 beats by $0.04, revenue of $695.1M beats by $9.68M

The creator of It’s a Sin is back – and he’s furious. His new series Tip Top explores the rise of homophobia through a feud between two Manchester neighbours. He and stars Alan Cumming and David Morrissey talk death, fear and ‘joy as a form of protest’ Late at night on Manchester’s Canal Street, the heart of the city’s famous queer scene, two neighbours are at war. An escalating feud between gay bar manager Leo (Alan Cumming) and reserved, judgmental neighbour Clive (David Morrissey) shows no sign of abating. Yells from Leo are so loud they echo down the canal. The street is not closed to the public as their altercation plays out, so you can’t tell who in the background is an employee at Leo’s bar, Spit & Polish, who is a regular, and who is a member of the public out for their midweek pint. In the background, an ambulance’s lights flash while unflappable drag queens continue to flyer for their neighbouring bars. Russell T Davies’s Tip Toe, a new Channel 4 drama, looks at how political rhetoric, toxic online bullying and misinformation can add jet fuel to a feud between neighbours. The location of the series won’t be lost on viewers of Queer As Folk. The 1999 classic, which regularly featured scenes shot in Canal Street, followed the lives of three gay men, in a way that not only made being gay seem cool, it also reflected a new era of tolerance. Viewers took from it that the future could only be bright. Continue reading...

In this article DDOG Follow your favorite stocks CREATE FREE ACCOUNT The Anthropic logo displayed on the stage during the company's Builder Summit in Bengaluru, India, on Monday, Feb. 16, 2026. Photographer: Samyukta Lakshmi/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Anthropic is zeroing in on a $1trillion valuation after another successful funding round — but investor demand for AI companies is just getting started, according to Wedbush Securities analyst Dan Ives. Ives told CNBC's "Squawk Box Europe" on Friday that "for the first time in 30 years, the U.S. is ahead of China" on technology. He said that Anthropic's latest valuation of $965 billion after securing $65bn in funding on Thursday is "just the tip of the sphere," and investors should turn their attention to data layer companies, such as Snowflake , Datadog and InnoData . "Our view is the second, third, fourth derivative, just like we saw this week with Snowflake and Dell, is showing where the spending is," he added. watch now VIDEO 11:29 11:29 Wedbush's Ives: We're still less than 10-15% through the AI revolution Squawk Box Europe Ives' comments form part of a broader prediction for the Nasdaq to top 30,000 points by 2027, reiterating his call from earlier interviews with CNBC. Ives is forecasting a "historic" period in the history of Wall Street ahead of a raft of mega-IPOs on the docket for 2026, including the potential flotations of SpaceX, Anthropic and Open AI. "They're really the three pillars of the fourth industrial revolution," he said. "Right now, in terms of Anthropic, it's the best model in the world, and I don't think there's a dispute there. "It's going to put more pressure on Open AI, which is foundational to the AI revolution." Other analysts have warned that this seismic set of public offerings could signal the top of the market, and drew parallels with the late-1990s dot-com bubble. SpaceX's hotly anticipated IPO, confirmed in a regulatory filing on Thursday and expe...

Red River Bancshares ( RRBI ) declares $0.25/share quarterly dividend , in line with previous. Forward yield 1.08% Payable June 18; for shareholders of record June 8; ex-div June 8. See RRBI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Red River Bancshares Seeking Alpha’s Quant Rating on Red River Bancshares Historical earnings data for Red River Bancshares Dividend scorecard for Red River Bancshares Financial information for Red River Bancshares

TFS Financial ( TFSL ) declares $0.2825/share quarterly dividend , in line with previous. Forward yield 7.14% Payable June 24; for shareholders of record June 10; ex-div June 10. See TFSL Dividend Scorecard, Yield Chart, & Dividend Growth. More on TFS Financial TFS Financial GAAP EPS of $0.08, revenue of $85.24M Seeking Alpha’s Quant Rating on TFS Financial Historical earnings data for TFS Financial Dividend scorecard for TFS Financial Financial information for TFS Financial

Quanex Building Products ( NX ) declares $0.08/share quarterly dividend , in line with previous. Forward yield 1.7% Payable June 30; for shareholders of record June 15; ex-div June 15. See NX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Quanex Building Products Quanex Building Products: Expect Outperformance To Keep Building Quanex Building Products Corporation (NX) Q1 2026 Earnings Call Transcript Quanex outlines $1.84B–$1.87B sales target and margin expansion plans amid operational stabilization Quanex Building Products Non-GAAP EPS of -$0.01 beats by $0.05, revenue of $409.1M beats by $3.35M Seeking Alpha’s Quant Rating on Quanex Building Products

President Trump told Fox Business this week he would hold the line on Iran sanctions. “No we’re not talking about easing of sanctions, or giving them money, no sanctions no money, no nothing, they are starting to give us what they have to give us, if they do, that is great if they won’t, man ... Trump Holds the Line on Iran: No Sanctions Relief as Oil Slides Below $89

5月25日，思必驰向科创板递交IPO申请。 作为国内最早一批AI公司，思必驰已经走过近二十年。但从业绩来看，这家老牌AI公司的增长并不算快。2023年至2025年，公司营收分别为5.39亿元、6.01亿元和6.88亿元，两年复合增长率仅 12.98% 。 某种程度上说，思必驰正处在一个有些尴尬的时间点。 过去十几年，语音技术一直是人工智能领域最典型的技术壁垒型赛道。Cerence、SoundHound、思必驰等公司，都受益于这一轮产业红利。 但大模型出现之后，行业的底层逻辑正在被改写。 OpenAI、谷歌、阿里、字节等巨头，正在把语音能力变成一种基础能力 。 于是一个问题摆在了所有传统语音公司面前：当语音成为大模型的标配之后，它们还剩下什么价值？ 今天，我们就来聊聊思必驰，以及传统语音AI公司的未来。 毛利率虽高，但仍然很难赚钱 从收入结构看，思必驰主要有三块业务：车载业务、智慧办公和智慧物联。 其中，车载业务是公司的基本盘。2025年，该业务收入达到 2.76亿元 ，占总营收的40.08%。 所谓车载业务，本质上是为汽车厂商提供语音交互解决方案。目前，思必驰已经进入比亚迪、奔驰、大众等多家车企供应链，车载语音装机量市占率达到22%。 第二块业务是智慧办公，包括语音转写、会议记录、自由对话等软件服务，以及智能吸顶麦、AI办公本等硬件产品。2023年至2025年，该业务收入从1.8亿元增长至 2.43亿元 ，是近几年增长最快的板块之一。 相比之下，智慧物联业务则有所收缩。2023年至2025年，该业务收入从1.97亿元下降至 1.69亿元 ，占总营收比例也从36.63%下降至24.51%。 从盈利能力看，思必驰的毛利率并不低。 随着软件收入占比提升，公司毛利率从2023年的 53.69% 提升至2025年的 63.24% 。 但高毛利并没有转化成利润。 过去三年，公司分别亏损1.36亿元、1.58亿元和0.8亿元。同期，期间费用率高达 76.3% 、 79.5% 和 68.7% 。 而这背后，与国内软件服务行业长期面临的商业化困境有关。 思必驰的大部分业务仍然带有较强的项目制属性。无论是车载语音、智慧办公还是物联网方案，每新增一个客户，往往都伴随着额外的研发、适配、测试、部署和维护成本。 尤其是在车载场景，不同车企、不同车型甚至不同操作系统之间都存在明显差异，很难像标...

There are no important events for this country at this time. Select "All" to see top events in other countries or view all events.

Here are the biggest calls on Wall Street on Friday: Susquehanna upgrades Dell to positive from neutral The firm upgraded Dell following earnings on Thursday. "Compelling case for multiple rerating: We previously argued for up to 1x FWD EV/sales [Enterprise Value-to-Sales] for OEMs like Dell. However, increased confidence in a sustainable 8–10% operating margin and 6% FCF margin profile supports rerating DELL to 3x EV/sales." RBC initiates Viper Energy as outperform RBC called the company a "best-in-class mineral and royalty company." "We are initiating coverage of Viper Energy (VNOM) with a $58/ share price target and an Outperform rating. The company is advantaged given its scale, core Permian focus, inventory duration, and aligned operating partner." Bank of America upgrades SentinelOne to buy from neutral Bank of America says buy the dip. " SentinelOne reported an in-line but solid quarter, and we view the -18% after-hours decline as an attractive entry point." Macquarie upgrades XPeng to outperform from neutral Macquarie said in its upgrade of Xpeng that the China EV has volume growth. "Shares still have optionality from future investments in humanoids and robotaxi." JPMorgan downgrades Gap to neutral from overweight JPMorgan downgraded the stock following earnings. "We rate GAP Neutral. While CEO Dickson has implemented a foundation of improved merchandising & marketing across all four brands, we see see a mixed portoflio of results, with Gap brand outsized strength offset by Athleta ongoing challenges, in addition to mixed recent performance at Old Navy." Deutsche Bank upgrades Federal Realty to buy from hold Deutsche says the real estate investment trust has a "superior growth profile." "That said, we are increasingly convinced from the FRT Investor Day last week that the company is likely to return to its historical superior growth profile vs peers from a combination of stronger internal and external growth, more efficient capital recycling and less earning...

Range Resources ( RRC ) declares $0.10/share quarterly dividend , in line with previous. Forward yield 1.01% Payable June 26; for shareholders of record June 12; ex-div June 12. The company has now announced a dividend of $0.10 for two consecutive quarters. See RRC Dividend Scorecard, Yield Chart, & Dividend Growth. More on Range Resources Range Resources Corporation (RRC) Shareholder/Analyst Call Prepared Remarks Transcript Range Resources Corporation (RRC) Q1 2026 Earnings Call Transcript Range Resources: NGL Prices Are Benefiting From The Iran Conflict (Downgrade) Range Resources outlines 2.5 Bcfe/d exit-rate plan and lifts 2026 NGL differential guidance to $1.25-$2.50/bbl premium Range Resources Non-GAAP EPS of $1.52 beats by $0.24, revenue of $1.03B beats by $68.63M

ARMOUR Residential REIT ( ARR ) declares $0.24/share monthly dividend , in line with previous. Forward yield 16.83% Payable June 29; for shareholders of record June 15; ex-div June 15. See ARR Dividend Scorecard, Yield Chart, & Dividend Growth. More on ARMOUR Residential REIT ARMOUR Residential REIT Preference Shares: High Monthly Income And Discount To Par ARMOUR Residential REIT, Inc. (ARR) Q1 2026 Earnings Call Transcript ARMOUR Residential REIT, Inc. 2026 Q1 - Results - Earnings Call Presentation Armour residential REIT highlights 3.5% Q2-to-date book value recovery net of dividend amid March spread volatility ARMOUR Residential REIT distributable earnings of $0.76 beats by $0.02

格隆汇5月29日｜超达装备公告称，信息披露义务人冯建军及其一致行动人冯峰进行权益变动。本次权益变动前，二人持有公司股票16,570,400股，占总股本20.85%；变动后，持有12,593,400股，占比降至15.37%，权益变动比例减少5.49%。变动原因包括“超达转债”转股、限制性股票归属致股本增加带来的被动稀释，以及冯建军于2026年5月28日通过询价转让减持3,977,000股。除本次外，不排除未来12个月增持或减持可能性。

Isabella Bank ( ISBA ) declares $0.28/share quarterly dividend , in line with previous. Forward yield 2.72% Payable June 30; for shareholders of record June 26; ex-div June 26. See ISBA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Isabella Bank Isabella Bank: Shares Are Too Expensive For The Quality Investors Are Getting Seeking Alpha’s Quant Rating on Isabella Bank Historical earnings data for Isabella Bank Dividend scorecard for Isabella Bank Financial information for Isabella Bank