Michael Vi/iStock Editorial via Getty Images Palantir Technologies Inc. ( PLTR ) was the hottest stock on the market in 2024/2025. In 2024, it gained 340%, followed by another 135% massive gain in 2025. Everywhere I went back then, I heard about Palantir, which to me is a clear indication of a bubbly territory when a taxi driver from the airport is explaining the firm's fantastic business model. Now, everything has changed. After Palantir hit its all-time high of $208 last November, it was in a continual decline, currently trading around the $130-mark. That's a decline of 1/3 in a share price. Data by YCharts How is Palantir's business doing? It has been stronger. This is a short exercise to show you how exuberant optimism drives stock prices, and once the stock isn't trendy anymore, investors simply discard it. This behavior is the reason why, for the past 2 years, I've never upgraded Palantir's stock from Hold to Buy. And, continuing to criticize that the extreme valuation (often above 200x P/E) won't hold. I've received a lot of pushback for my defensive posture, but here we go. If you ever wanted to buy Palantir, now might be your time. The speculative "dumb money" (sorry for my expressive language) left the stock; capital moved to chase another hot trend—physical AI. And, Palantir finally presents a compelling value after years of waiting to an investor who is long-term-minded. Simply, patience pays dividends, always. Palantir Is Firing On All Cylinders 37.5% price decline from all-time high doesn't tell any other story, except that capital moved elsewhere, because if we measure Palantir's business using its own fundamentals (a core of my investment psychology), we can see the business is in much better shape than it has ever been. In Q1 2026 , Palantir's revenue grew by 85% to $1.63B, which is the fastest growth the firm recorded since going public back in 2020. Revenue growth in the U.S. has, for the first time, crossed the 100%-mark, up 104% year-over-year. ...

The Federal Reserve has held the federal funds rate at 3.50%-3.75% for four straight meetings. The futures market is now pricing in a greater likelihood of rate hikes, not cuts, with rates potentially hitting 4% by year-end. The annualized inflation rate in May rose to 4.2%, with inflation broadening out beyond just energy prices. Despite all that, the bull market in stocks continues. Leadership right now is still quite narrow, but value, low volatility, and dividend stocks all performed well in the first half of 2026. But the risks of inflation, geopolitics, and interest rates leave the market vulnerable to any escalation in these factors. With that in mind, here are three Vanguard equity ETFs that look well positioned to capitalize on the current environment. Continue reading

古麒绒材公告，持股5%以上股东北京城建一期、安徽农业基金，特定股东芜湖京城二期，以及董事翁木林，董事、副总经理、财务总监汪章建，董事、副总经理洪小林，计划于2026年7月30日至2026年10月29日期间，通过集中竞价和大宗交易方式减持股份。其中，北京城建一期拟减持不超过440万股（占总股本2.2%），芜湖京城二期拟减持不超过160万股（占总股本0.8%），安徽农业基金拟减持不超过200万股（占总股本1%），翁木林拟减持不超过50万股（占总股本0.25%），汪章建拟减持不超过36.83万股（占总股本0.1841%），洪小林拟减持不超过77.75万股（占总股本0.3888%），合计减持不超过964.58万股（占总股本4.8229%）。若发生除权除息事项，减持数量上限将相应调整。

The Qatar Economic Forum will hold a leadership event in New York alongside the United Nations General Assembly in September. The program for QEF: UNGA Special Edition 2026 will include Middle East geopolitics, energy, global trade and artificial intelligence, according to a statement Wednesday. The forum held in Doha has drawn political and business leaders in recent years, including Elon Musk and Donald Trump Jr. in 2025. The government of the State of Qatar is the underwriter of the Qatar Economic Forum, Powered by Bloomberg.

7月7日至8日，国家防总副总指挥、水利部部长李国英赶赴广西现场指导防汛抗洪工作。李国英强调，当前珠江流域防汛正在经历洪水演进过程，要毫不松懈地抓细抓实抓紧重点地区、重点部位防御工作，确保防御措施跑在洪水演进之前、险情发生之前。要压实各环节责任，加强堤防和工程24小时不间断巡查防守，加高加固堤防，根据洪峰过境、高水位持续运行、洪水退水不同阶段、不同险情特点，预置抢险力量、料物、设备、队伍，明确谁巡查、报告谁、谁技术指导、谁实施处置，有针对性地提前明确抢险处置方法和措施，一旦出现险情采取一切必要措施抢护，坚决做到抢小、抢早、抢住。要加强水库安全运行管理，严格落实“三个责任人”，抓紧降低前期拦蓄洪水高水位，及时做好隐患排查整治，保持泄洪设施行洪通畅。（人民财讯）

智通财经获悉，摩根士丹利在近日发布的研报中对特斯拉(TSLA.US)在迈阿密推出Robotaxi(自动驾驶网约车)服务和在美国推出Model Y的长轴距三排六座版本(即Model YL)两大热点事件做出点评。与此同时，该行在研报中予特斯拉“持股观望”评级，目标价为415美元。这一目标价较特斯拉周二收盘价有约3%的上涨空间。 特斯拉于当地时间7月3日正式在迈阿密推出Robotaxi服务(包括无人监管车辆)。在2026财年第一季度业绩演示材料中，迈阿密与菲尼克斯、奥兰多、坦帕和拉斯维加斯一同被列为“正在筹备中”的城市。 摩根士丹利预计，特斯拉将在今年年底前于上述所有大都市地区推出Robotaxi服务。此外，新奥尔良近期也出现了疑似Robotaxi测试车辆的踪迹(尚未获得特斯拉确认)，而该城市并未出现在上一季度财报演示材料所列的筹备城市名单中。 摩根士丹利认为，在Robotaxi Tracker数据显示自4月底以来Robotaxi车队活跃车辆数量有所下降(尽管这些数据并未获得特斯拉确认)之后，上述消息有望受到市场欢迎，因为此前市场一度认为Robotaxi推广节奏有所放缓。 摩根士丹利上个月曾指出，其Alphawise数据显示，奥斯汀北部都市区正在增加招聘 AI安全 操作员，这表明特斯拉正为扩大Robotaxi运营规模做准备。与此同时，FSD(全自动驾驶)的使用量仍在持续加速增长，截至5月初累计行驶里程已达到100亿英里。 摩根士丹利还建立了一套基于美国国家公路交通安全管理局(NHTSA)数据、并经过标准化处理的奥斯汀Robotaxi车队跟踪指标。数据显示，自Robotaxi上线以来，每起事故对应的平均行驶里程出现了显著改善。鉴于市场对于特斯拉自动驾驶路线仍存在广泛争议，投资者目前正密切关注每月安全数据改善的速度。 摩根士丹利认为，特斯拉是否能够在持续扩大Robotaxi车队规模的同时，不断改善事故率(即事故之间的平均行驶里程持续增加)，将成为投资者评判其Robotaxi业务是否成功的最关键指标。该行预计，到今年年底，特斯拉Robotaxi车队(包括有人监管和无人监管车辆)规模将达到1,500辆，并将在2030年前扩大至30,000辆。尽管今年Robotaxi的绝对数量对盈利贡献仍然有限，但Robotaxi推广速度的变化，将为那些仍然质疑特斯拉自动驾驶技术能否实现大规模商业...

ASML Holding (NASDAQ: ASML) is one of the most important companies in the global semiconductor ecosystem. The Dutch bellwether makes advanced chipmaking equipment used by leading foundries, memory manufacturers, and integrated device manufacturers (IDMs) to print chips that power a range of applications. These advanced chips are made using ASML's extreme ultraviolet lithography (EUV) machines, which allow its customers to print billions of transistors onto a silicon wafer using light patterns. ASML is the only company that makes these EUV machines, which are used to fabricate advanced chips that go into artificial intelligence (AI) data centers, smartphones, personal computers (PCs), and other applications. Not surprisingly, ASML stock has jumped by an impressive 50% so far in 2026. The company is going to release its second-quarter results on July 15, and there is a good chance it will report better-than-expected results and guidance. Continue reading

Intel‘s (NASDAQ:INTC) historic breakout came fast and from out of nowhere, as the chip laggard made massive leaps to win back many investors amid the AI revolution. With a competitive slate of chips and a foundry business that could help the tech world diversify away from the likes of Taiwan Semiconductor (NYSE:TSM), perhaps Intel isn’t ... Intel’s Breakout Was Violent and It May Still Be in its Early Innings

特朗普：我们今晚很可能会打击伊朗。 没有攻击最高级别的目标，比如桥梁。 如果有必要，我们会摧毁更高级别的目标。 我们可能会接管哈尔克岛。 不愿打击海水淡化厂，但可能不得不这样做。 我们可能会恢复对霍尔木兹海峡的封锁。 封锁仅针对伊朗。

Key PointsFord's weak vehicle sales wiped out the early excitement for its new promising energy business.

“大旅游”包括：旅游环境友好，旅游人口不断增长，旅游产业发展带来的社会经济效益不断提升等方面。 经国务院批复同意，文化和旅游部近日印发了《旅游强国建设“十五五”规划》（下称《规划》）。《规划》提出，到2030年，旅游业的支柱产业地位要更加稳固，旅游业拉动内需、促进就业、活跃市场的作用要进一步发挥，旅游及相关产业增加值占国内生产总值比重要稳步提升等目标。 近年来，我国旅游业迅猛发展。仅就国内出游方面来说，2025年国内出游65.22亿人次，同比增长16.2%，国内居民出游花费6.30万亿元，同比增长9.5%。《规划》提出的目标是，到2030年，国内居民出游人次达到83亿，国内出游总花费达到7.7万亿元。 在旅游人数剧增的同时，一些问题也逐渐显露出来。比如，虽然热点城市和景区人头攒动、摩肩接踵，但人均花费未实现同步增长；一些景区和从业人员宰客现象屡有发生；一些地方画地为牢、围网收钱影响整体旅游环境的现象难以根除。这些现象都不符合促进旅游业大发展的要求。 旅游业是一项大产业，也是支柱产业，强化“大旅游”观念才能真正挖掘旅游产业的综合价值、促进健康发展。这里所说的“大旅游”包括：旅游环境友好、旅游人口不断增长、旅游产业发展带来的社会经济效益不断提升等方面。 在旅游环境友好上，既要注意克服显性痼疾，也要克服隐性障碍。换句话说，就是既要对从业者进行规范，也要对政府行为或管理部门行为进行规范。 天价餐饮、导游强迫购物、酒店随意废除订房等，都是显性痼疾。在这方面，必须进一步规范旅游市场秩序，推动建设高效规范、公平竞争、协同监管的旅游大市场。这些现象在严厉监管和游客维权意识增强等的多重作用下，正在逐步减少，也是一个相对容易解决的问题。 相对难解决的，是消除那些看起来合规但对整体旅游环境造成严重损害的隐性障碍。近期，泰山风景区因为设置刀片铁丝网引起舆论广泛关注。虽然风景区管委会对这一举动有自己的解释，包括防虫防火等的需要，但都无法掩盖靠封山增加门票收入的基本出发点。这一事件对整个地区的旅游环境影响甚大，不采取断然措施诚恳加以整改的话，负面影响还会继续。 围山收钱是一种短视行为。多年前，杭州西湖景区拆掉围栏、免费开放，带来了巨大的旅游收益，带来了城市整体形象的提升。“开放”成为重要“标签”，这就需要有充分的战略眼光。 另外要看到，在旅游环境建设方面，任何一个细节处置不当都可能造成严重影响...

There’s a way to fix one major issue with Social Security using the gig economy according to economist and Bloomberg Opinion columnist Kathryn Anne Edwards. (Source: Bloomberg)

格隆汇7月8日｜美国总统特朗普：我们并未发动最高级别的攻击，比如炸毁桥梁之类。如果有必要，我们将摧毁更高级别的目标。如果必要，我们会摧毁伊朗的电力和供水设施，但我目前还不想这么做。我们还可能会接管哈尔克岛。

美银向OpenAI提供5.2亿美元信贷额度，以争取IPO承销席位。

格隆汇7月8日｜北美黄金ETF6月流出55亿美元，使得该地区上半年净流出达77亿美元，创下自2013年以来最疲弱的上半年表现。欧洲地区黄金ETF在6月流出8.18亿美元，使其上半年总流入量降至32亿美元。当月金价显著回调是投资者减少黄金ETF配置的关键驱动因素。亚洲地区6月流出23亿美元，创下有记录以来的单月最大流出量。尽管如此，该地区仍创下了史上最强劲的上半年表现，以120亿美元的净流入规模领跑全球。展望未来，区域黄金ETF资金流动有望趋于稳定。我们在《2026年中期黄金展望》中的宏观基准情景显示，黄金下半年表现相对稳定，其他情景下可能酝酿突破性催化剂。与此同时，地缘政治、经济增长和金融市场的不确定性依然存在。这一背景可能继续支撑投资者对投资组合保护的需求，并维持对黄金ETF作为战略性避险配置的兴趣。

格隆汇7月8日｜美国总统特朗普：昨晚击沉了28艘伊朗的船只。今晚可能会击沉更多伊朗船只，重新对他们发动攻击，而伊朗对此无能为力。

US rare earths produced by Washington-backed companies are flowing to Japan and South Korea, as American demand has yet to materialize despite the Trump administration’s push to develop a national supply chain. Rare earths products produced by MP Materials, Energy Fuels and Phoenix Tailings—which together have won billions of dollars in US government support—are being sold to companies in Asia, where the scale of magnet manufacturing remains larger than the nascent production in the US. China’s lock on global supplies of rare earths and critical minerals has become a national security concern in the US and other Western nations, since Beijing started restricting access to them. The metals are crucial to 21st-century technology and are used in the manufacturing of everything from weapons guidance systems to electric vehicle batteries. Read full article Comments

blackred/E+ via Getty Images As Q2 2026 earnings season approaches, industrials stocks are drawing investor attention as markets assess demand across construction, manufacturing, aerospace, infrastructure, automation, and engineering services. The following list highlights industrials-sector stocks with Seeking Alpha EPS Revision Quant Grades A+. These grades reflect favorable changes in analysts’ earnings expectations ahead of Q2 results. All 16 companies on the list carry the highest possible EPS Revision Quant Grade of A+, signaling broad analyst optimism across a diverse group of industrial subsectors. Construction and engineering firm Argan, Inc. ( AGX ), distributor Applied Industrial Technologies, Inc. ( AIT ), and aerospace company ATI Inc. ( ATI ) are among the names leading the screen. The list also includes industrial heavyweight Caterpillar Inc. ( CAT ), which has a market capitalization of approximately $433.01 billion, alongside other notable companies such as GE Vernova Inc. ( GEV ) and Howmet Aerospace Inc. ( HWM ). The group spans construction and infrastructure, aerospace and defense, industrial distribution, automation, specialty manufacturing, and environmental and testing services. Seeking Alpha’s EPS Revision Quant Grades rank stocks based on changes in analysts’ earnings estimates, using a scale that ranges from F to A+. Here is the list: Argan, Inc. ( AGX ), EPS grade: A+ Applied Industrial Technologies, Inc. ( AIT ), EPS grade: A+ ATI Inc. ( ATI ), EPS grade: A+ Caterpillar Inc. ( CAT ), EPS grade: A+ Carpenter Technology Corporation ( CRS ), EPS grade: A+ Federal Signal Corporation ( FSS ), EPS grade: A+ GE Vernova Inc. ( GEV ), EPS grade: A+ Granite Construction Incorporated ( GVA ), EPS grade: A+ Howmet Aerospace Inc. ( HWM ), EPS grade: A+ IES Holdings, Inc. ( IESC ), EPS grade: A+ Moog Inc. ( MOG.A ), EPS grade: A+ Rockwell Automation, Inc. ( ROK ), EPS grade: A+ Science Applications International Corporation ( SAIC ), EPS grade: A+ Tri...

Robert Way Nvidia ( NVDA ) was in the spotlight on Wednesday as Bank of America reiterated its Buy rating and $350 price target on the Jensen Huang-led firm, citing a “compelling value multiple.” Analyst Vivek Arya believes there are four main investor concerns: gross margin pressure from higher memory, competition from custom ASICs, crowded investor ownership, and an unproductive use of cash, largely related to vendor financing compared to stronger buybacks and dividends. “Our analysis suggests that at NVDA’s current valuation, investors might already be implicitly discounting an unjustified ~30-35% headwind to CY27/28 EPS ests (effectively delta between NVDA and growth peer forward PE),” Arya wrote in a note to clients. “We strongly disagree with the EPS discount and see as an enhanced Buy opp’ty for a unique, durable growth franchise now trading at a 7-yr low 18x forward PE.” Delving deeper, Arya said inflation from memory is “predictable,” but Nvidia's pricing power is “unappreciated.” “We believe investors overstate [high bandwidth memory] cost pressure while underestimating NVDA’s pricing power, scale, and $119bn of supply-chain commitments,” Arya continued. “HBM content per rack may rise by ~$0.2-0.3mn from Blackwell to Rubin, but rack pricing could increase by $2-3mn (from ~$3-4mn to ~$6-7mn), driven by upgrades across compute, networking, and software. We therefore expect gross margins to remain around the mid-70% range.” Additionally, Nvidia's GPU sales have risen around 700 times since application-specific integrated circuits launched: Google's ( GOOG ) ( GOOGL ) TPUs became available in 2015, while Amazon's ( AMZN ) Trainium and Meta's ( META ) MTIA became available in 2020 and 2023, respectively. However, Nvidia's sales to hyperscalers rose 115% year-over-year, nearly twice the level of cloud capex spending growth, which suggests continued share gains, Arya said. He expects Nvidia to “sustain” between 65% and 70% of AI capex spending over the long term....

Robert Way Nvidia ( NVDA ) was in the spotlight on Wednesday as Bank of America reiterated its Buy rating and $350 price target on the Jensen Huang-led firm, citing a “compelling value multiple.” Analyst Vivek Arya believes there are four main investor concerns: gross margin pressure from higher memory, competition from custom ASICs, crowded investor ownership, and an unproductive use of cash, largely related to vendor financing compared to stronger buybacks and dividends. “Our analysis suggests that at NVDA’s current valuation, investors might already be implicitly discounting an unjustified ~30-35% headwind to CY27/28 EPS ests (effectively delta between NVDA and growth peer forward PE),” Arya wrote in a note to clients. “We strongly disagree with the EPS discount and see as an enhanced Buy opp’ty for a unique, durable growth franchise now trading at a 7-yr low 18x forward PE.” Delving deeper, Arya said inflation from memory is “predictable,” but Nvidia's pricing power is “unappreciated.” “We believe investors overstate [high bandwidth memory] cost pressure while underestimating NVDA’s pricing power, scale, and $119bn of supply-chain commitments,” Arya continued. “HBM content per rack may rise by ~$0.2-0.3mn from Blackwell to Rubin, but rack pricing could increase by $2-3mn (from ~$3-4mn to ~$6-7mn), driven by upgrades across compute, networking, and software. We therefore expect gross margins to remain around the mid-70% range.” Additionally, Nvidia's GPU sales have risen around 700 times since application-specific integrated circuits launched: Google's ( GOOG ) ( GOOGL ) TPUs became available in 2015, while Amazon's ( AMZN ) Trainium and Meta's ( META ) MTIA became available in 2020 and 2023, respectively. However, Nvidia's sales to hyperscalers rose 115% year-over-year, nearly twice the level of cloud capex spending growth, which suggests continued share gains, Arya said. He expects Nvidia to “sustain” between 65% and 70% of AI capex spending over the long term....

格隆汇7月8日｜美国总统特朗普：即使与伊朗达成协议，我也不确定协议能否持久。

Apple Tests Chinese Memory Chips as Supply Chain Strategy Shifts

Nvidia stock is trading at 18 times forward earnings — below the S&P 500 — after falling 16% from its May all-time high

Nvidia market cap falls by $1 trillion as stock swoons Yahoo Finance

国家卫生健康委7月8日发布通知，决定于2026年至2030年在全国组织开展老年合理用药促进行动，广泛普及合理用药知识，提高为老年人提供药学服务的能力，提升老年合理用药水平。(新华社)

Zelensky In Ankara Still Insistent On Ukraine Joining NATO: 'Alliance For The Future' President Volodymyr Zelensky is in full court press mode while being present in Ankara for the annual NATO summit, amid Western leaders including President Trump. He has predictably renewed his argument for Ukraine to join the North Atlantic alliance, while also touting some momentum on the battlefield as Russia comes under repeat long-range drone attacks. Zelensky thanked leaders "who have clearly stated Ukraine belongs in NATO, because NATO with Ukraine is the alliance for the future" - and then posed in Tuesday remarks, "I have a question for you. Do you really believe it? Do you really believe it would be right to leave outside NATO, a country and a people with this level of defensive capability?" He argued further: "If we already have these capabilities, if Ukrainians already know how to fight like this, then it does make sense for these capabilities to become a part of the alliance's collective defense that would make all of us stronger ." Source: Ukrainian Presidency/Anadolu via Getty Images Ukraine has been boasting of its premier drone capabilities, which it says is now clearly proven on the battlefield, but has also admitted that Ukraine needs assistance matching Russia's ballistic capabilities. Zelensky said "Europe urgently needs its own capability to produce anti-ballistic systems and the missiles they require." He added: "The one thing we still need to do here in Europe is build a strong defense against Russia's ballistic missiles. It's a big challenge… this is Russia's last major advantage." It's interesting that Zelensky is arguing that his country should become a full-fledged NATO member based on already in effect being militarily integrated . This was one of the Kremlin's very rationales for launching the 'special military operation' in Ukraine in the first place. Also interesting is that Moscow is now referencing it as a 'war' on a much more official level... Pes...

格隆汇7月8日｜伊朗最高领袖顾问：伊朗将对任何冒险行为作出“即时回应”。