格隆汇5月28日｜礼来(LLY.US)涨超3%，最高触及1116.15美元，创逾四个月新高。消息面上，美国医疗保健巨头CVS Health宣布，其旗下药房福利管理部门CVS Caremark将更新其商业处方集，恢复对礼来减肥药物Zepbound的覆盖，并同时纳入礼来的新型口服减肥药Foundayo。(格隆汇)

Buy SK Hynix. It’s the biggest single name in DRAM (29.9%) and the article highlights the strongest balance-sheet improvement (cash up, debt down) alongside huge revenue growth. That combination supports both earnings power and resilience if the cycle cools slightly. Key risk: a sudden demand drop or customer pullback that forces SK Hynix to cut pricing/shipments, reversing the earnings surge. Key Risk: A major earnings or guidance miss from one of the top three holdings that breaks the shortage narrative and sparks a broad selloff. Buy DRAM. The news confirms a real memory shortage tied to AI, with SK Hynix, Samsung, and Micron showing explosive revenue and profit, plus balance-sheet strengthening. DRAM is the cleanest way to own the whole upcycle while demand stays constrained and supply can’t ramp quickly. Key risk: a sharp earnings/guidance miss from SK Hynix, Micron, or Samsung that triggers a fast de-risking of the whole group. The red-hot Roundhill Memory ETF (DRAM) is firing on all cylinders amid the rising demand for its constituent companies. It jumped to a record high of $62 this week, up by 120% from its all-time low. This surge, together with its robust inflows, have brought its assets under management (AUM) to $12.18 billion, making it the fastest-growing ETF ever. DRAM ETF is benefiting from the robust memory demand The Roundhill Memory ETF is doing well this year, helped by the ongoing demand for memory amid the AI boom that has led to a global shortage. This shortage has led to robust revenue growth and profitability in the industry. Most notably, analysts believe that the shortage will last for a while as companies are not in a position to ramp up production in the near term. The most recent results showed that companies in the DRAM ETF are experiencing a revenue surge. For example, South Korea’s SK Hynix said that its revenue jumped by 60% QoQ and 198% YoY to 52 trillion KRW ($37.8 billion). It also improved its balance sheet, with its cash rising...

Volato Group ( SOAR ) said on Thursday its private aviation subscription platform Vaunt reached about $3.6M in annual recurring revenue as of April 30, up from the $3M milestone reported in the first quarter. The company said growth was driven by subscriber additions, expanded aircraft access through third-party operators, and higher engagement across membership offerings, reinforcing Vaunt’s asset-light recurring revenue model within Volato’s aviation technology strategy. Stock up +7.5% in early trading. More on Volato Group Volato Group uses full ATM capacity; convertible debt hits zero ahead of M2i merger M2i Global shareholder with super-voting preferred stock approves merger with Volato Financial information for Volato Group

I recently covered how the market was waking up to Advanced Micro Devices’ (AMD) Agentic AI potential and how the company’s CEO was proactive in developing the underlying supply chain to fulfill the rising demand. It is worth looking deeper into how AMD got into a position to benefit from the agentic AI boom and started directly threatening Nvidia (NVDA). There are two main reasons why Nvidia should feel threatened by Lisa Su’s company as artificial intelligence buildout progresses. Reason #1: Taking CUDA Out of the Equation Nvidia’s moat isn’t the GPUs or the networking equipment it sells. Its moat is the CUDA software, which locks customers in and forces them to use Nvidia’s hardware. The company has been at it for nearly two decades now, so it’s hard for enterprises to trust another hardware vendor when the accompanying software was nonexistent. AMD is changing that, and it is changing it fast. The company’s Radeon Open-Compute (ROCm) open-source software is directly comparable to Nvidia’s CUDA and has been in development for 10 years now. It was always a distant second to CUDA, which is why Nvidia’s moat has remained so strong over the years. However, that gap is narrowing, and Nvidia bulls know it. Things have changed in the last year or so. First, companies are looking at ways to diversify away from their reliance on Nvidia. ROCm offers a way out. It is portable across different accelerators as the code written on ROCm can be cross-compiled to run on different hardware, even on Nvidia’s. For customers locked into Nvidia’s CUDA ecosystem, this could offer a potential way out while also keeping the door open for the deployment of the best hardware at any point. It would only be a tailwind in the beginning, and it would be up to the AMD engineers to ensure this opportunity turns into a long-term success. Moreover, ROCm has already received a vote of approval for mass deployment from Microsoft (MSFT) and Oracle (ORCL), with Meta (META) about to follow. If AMD’s RO...

2 Reasons Why AMD Stock Is Guaranteed to Beat Nvidia Yahoo Finance

I recently covered how the market was waking up to Advanced Micro Devices’ (AMD) Agentic AI potential and how the company’s CEO was proactive in developing the underlying supply chain to fulfill the rising demand. It is worth looking deeper into how AMD got into a position to benefit from the agentic AI boom and started directly threatening Nvidia (NVDA). There are two main reasons why Nvidia should feel threatened by Lisa Su’s company as artificial intelligence buildout progresses. Reason #1: Taking CUDA Out of the Equation Nvidia’s moat isn’t the GPUs or the networking equipment it sells. Its moat is the CUDA software, which locks customers in and forces them to use Nvidia’s hardware. The company has been at it for nearly two decades now, so it’s hard for enterprises to trust another hardware vendor when the accompanying software was nonexistent. AMD is changing that, and it is changing it fast. The company’s Radeon Open-Compute (ROCm) open-source software is directly comparable to Nvidia’s CUDA and has been in development for 10 years now. It was always a distant second to CUDA, which is why Nvidia’s moat has remained so strong over the years. However, that gap is narrowing, and Nvidia bulls know it. Things have changed in the last year or so. First, companies are looking at ways to diversify away from their reliance on Nvidia. ROCm offers a way out. It is portable across different accelerators as the code written on ROCm can be cross-compiled to run on different hardware, even on Nvidia’s. For customers locked into Nvidia’s CUDA ecosystem, this could offer a potential way out while also keeping the door open for the deployment of the best hardware at any point. It would only be a tailwind in the beginning, and it would be up to the AMD engineers to ensure this opportunity turns into a long-term success. Moreover, ROCm has already received a vote of approval for mass deployment from Microsoft (MSFT) and Oracle (ORCL), with Meta (META) about to follow. If AMD’s RO...

2 Reasons Why AMD Stock Is Guaranteed to Beat Nvidia Barchart

Apple Inc. (AAPL), headquartered in Cupertino, California, remains a leading force in the global technology sector. The company designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories. With a market cap of $4.5 trillion, Apple also offers payment, digital content, cloud and advertising services primarily in consumer, small & mid-sized business, education, enterprise and government markets worldwide. Companies worth $200 billion or more are generally described as “mega-cap stocks,” and AAPL definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the consumer electronics industry. Apple revolutionized personal technology leading the world in innovation with iPhone, iPad, Mac, AirPods, Apple Watch, and Apple Vision Pro, providing seamless experiences across all Apple devices and empowering people with breakthrough services. Despite its notable strength, AAPL shares touched their 52-week high of $313.26 in the last trading session. Over the past three months, AAPL stock has gained 17.7%, underperforming the State Street Technology Select Sector SPDR ETF’s (XLK) 32.9% gains during the same time frame. Shares of AAPL climbed 14.3% on a YTD basis and rose 55.3% over the past 52 weeks, underperforming XLK’s YTD gains of 28.1% and 58.9% returns over the last year. To confirm the bullish trend, AAPL has been trading above its 50-day moving average since mid-April. The stock is trading above its 200-day moving average since early August, 2025, with slight fluctuations. Rising component costs for AAPL, driven by higher memory prices, are likely to become a significant headwind. On Apr. 30, AAPL reported its Q2 results, and its shares closed up more than 3% in the following trading session. Its EPS of $2.01 beat Wall Street expectations of $1.92. The company’s revenue was $111.2 billion, exceeding Wall Street forecasts of $109.5 billion. In the com...

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Ferrari (NYSE:RACE) has spent decades cultivating an image built on scarcity, sound and speed. The Luce, its first fully electric vehicle, has tested all three pillars at once, and the market's verdict was swift: the shares fell as much as 8% in the days following the Rome unveiling, wiping...

专题：聚焦美股2026年第一季度财报 理想汽车公布2026年第一季度财报：一季度累计实现交付量95142辆，同比增长2.5%；整体营收230亿元，季末现金储备943亿元，连续10个季度保持千亿左右的资金规模。 财报发布后，理想汽车管理层召开了电话会议，公司董事长兼CEO李想，CFO李铁，总裁马东辉和首席技术官（CTO）谢炎等高管参加会议，并回答了分析师提问。 以下为本次电话会议分析师问答环节的主要内容： 摩根士丹利分析师Tim Hsiao： 感谢接受我的提问。我有两个问题，第一个问题是有关于我们新车型 L9，刚才我听到李想总提到了，就是说上市以来的话，大概理想这边有超过 1 万的订单。想首先请教一下，这理想 L9 就是整体的订单表现如何？然后 L8 版本目前也看到，觉得这周期已经是 9~11 周，想请问一下公司产能目前准备如何？另外一块就是公司在季度的指引中，L9 这块占的份额有多少？ 马东辉： 全新的 L9，从订单结构来看的话，其中主力的 Livis 版本订单占比将近 90%，然后顶配的Ultra版本的话占比是 10%，这也充分体现了用户认可车型的话高阶技术的价值，愿意为高端配置买单，也标志着理想增程产品正式稳固，在 50 万以上的高端市场，也实现了品牌向上的突破，后续我们也将重点去强化Ultra版本的产品力传播，进一步优化订单的结构。 关于产能的话，全新 L9 是位于常州生产基地，可以和我们全新的 L8 贡献柔性生产，长期的生产保障能力稳定，5 月份和 6 月份的话是处于爬坡期，每个月的产能大概是在 4000~5000 台，目前Livis版本的双色车身、专属的创新零部件供应的话偏紧，目前我们已经联动核心供应商完成保供的方案。L8 版本的话产能储备的话是充足的，可以根据市场的订单灵活调整排产。 关于 Q2 全新 L9 的交付量，受上市初期产能爬坡的影响，预计交付的话 8000 台左右，Q3 产能全面爬坡完成之后，我们有信心全新 L9 的稳态月销将稳步超越老款 L9 的月均水平。 摩根士丹利分析师Tim Hsiao： 我的第二个问题是关于利润率这一块，首先公司对于二季度的这个利润率的预期大概是什么情况？然后全年来看的话，这个转折点在哪？然后今年原材料成本上涨的一个背景之下，我们是否能够重返盈利？ 然后另外一块我们也看到，就理想目前 L6 这边占公司销量近 6 成，那...

Serena Williams is considering a return to elite tennis on the grass courts of Queen’s Club in London in 10 days’ time. The 23-time grand slam singles champion has been back in the drug testing pool for six months so has a green light to make her comeback aged 44. The Served Podcast, hosted by the former world No 1 Andy Roddick and the veteran journalist L Jon Wertheim, reported that Williams will seek a doubles wildcard alongside Victoria Mboko, the 19-year-old Canadian who is ranked No 9 in singles. The second edition of the Queen’s WTA 500 event begins on 8 June, a day after the French Open ends. There has been ample speculation about Williams’s possible return and the garlanded American has been training in Florida for months. She has been working with Alycia Parks, the No 79, who posted a video of the pair hitting together in March. Williams has not competed since the 2022 US Open. Although she was careful not to say she was retiring, Williams appeared on the retired players’ list until her return to the drug testing pool last year. Naomi Osaka, who caught up with Williams at the Met Gala earlier this month and is competing at the French Open, was excited about her idol competing again: “I don’t really care about [the] tennis,” she said. “I think it’s good for me. I’ll be very entertained. But overall the scope of it, I think it will bring people to watch tennis, which she always does bring an audience with her. So I think it’s good. “I’m going to be tuned into the first match, for sure. I feel like for me everyone knows Serena and [her sister] Venus were my role models growing up, so it’s going to be cool to see her on the grounds again.” Madison Keys, the world No 5, said: “Serena Williams playing tennis is only good for tennis. Let’s be real, we all want to watch Serena play tennis. I am excited. I’m going to check some entry lists occasionally, see what pops up. But she’s the GOAT, so it would be amazing if she came back. You literally get to watch history ...

Intel (NASDAQ:INTC) is the comeback story of the decade so far. Shares are up 224.77% year to date and 483.16% over the past year, riding foundry wins, NVIDIA capital, and a CEO who has the company running on time. Q1 saw Data Center and AI revenue jump 22% YoY to $5.05B and Intel Foundry climb ... Intel Stock Will Trade At This Price in 2028

Quick Read Intel (INTC) shares are up 224.77% year to date, driven by foundry wins and NVIDIA capital, with Q1 Data Center and AI revenue jumping 22% YoY to $5.05B and Intel Foundry climbing 16% to $5.42B. Intel’s path to $200 per share by 2028 depends on foundry losses narrowing as 18A manufacturing scales, Data Center and AI revenue compounding above 20% YoY, and securing additional major external foundry customers beyond NVIDIA and Google. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. Intel (NASDAQ:INTC) is the comeback story of the decade so far. Shares are up 224.77% year to date and 483.16% over the past year, riding foundry wins, NVIDIA capital, and a CEO who has the company running on time. Q1 saw Data Center and AI revenue jump 22% YoY to $5.05B and Intel Foundry climb 16% to $5.42B. Can Intel hit $200 a share by 2028? What's Holding Intel Back The easy money has already been made. Intel traded at $20.55 a year ago, and the move from $65 in late April to $119.84 happened in roughly a month (+83.61% in 30 days, +10.18% in the last week). That's a parabolic run on a stock with a beta of 2.19. The bear case is real. Trailing EPS is negative $0.60. Intel Foundry posted a $2.51B operating loss in Q4 2025. Q1 included a $4.07B Mobileye goodwill impairment. Quarterly earnings growth was -71.7% YoY. Fundamentals haven't caught up to price. The analyst who called NVIDIA in 2010 just named his top 10 stocks. Get them here FREE. Wall Street Says Down 27%. I Disagree. The Wall Street consensus target is $87.86, implying downside from today. The breakdown: 2 Strong Buy, 11 Buy, 30 Hold, 2 Sell, 3 Strong Sell. Only 27% are bullish. Our base case is $101.88 with a 90% confidence score, the optimistic case is $115.12, and the bearish case is $76.08. Those targets anchor on trailing 12-month numbers carrying restructuring damage. Analysts are pricing the old Intel, missing 18A volume manufacturing, the NVIDIA Rubin host-CPU win, ...

格隆汇5月28日｜据央视财经，今天，深圳证券交易所2026全球投资者大会在广东深圳举行。来自新加坡、泰国、马来西亚、卢森堡、阿联酋等多国交易所负责人及全球顶尖投资机构高管齐聚深圳，共同见证中国资本市场高水平对外开放的新进展。中国证监会副主席刘浩凌指出，我国资本市场投融资领域综合改革推进稳健、成效持续显现，目前市场整体估值处在合理区间，外资配置中国优质资产意愿不断提升。今年以来，外资多渠道稳步流入A股市场。现阶段境外投资者持有A股流通市值已突破4万亿元，外资已然成为我国资本市场至关重要的参与力量。

格隆汇5月28日｜据央视，瑞士苏黎世州主管安全的官员马里奥·费尔28日表示，当天上午发生在温特图尔火车站的持刀伤人事件为恐怖袭击。马里奥·费尔表示，之所以将这一袭击定性为恐怖主义行为，是因为该男子长期与伊斯兰极端主义分子有联系，已经变得激进，2015年他曾因宣传“伊斯兰国”被人向警方举报。当天上午，一名男子在瑞士温特图尔火车站持刀行凶，造成三人受伤。警方已逮捕嫌疑人。三名伤者均为瑞士公民，年龄分别为28岁、43岁和52岁。三人均已被送往医院。其中52岁男子伤势严重。

00:00 Speaker A Meta's rolling out some new subscriptions. Um, they're various plus plans for all of its different um services, for WhatsApp, for Instagram, etc. Yeah. Some of them allow you to do things like 00:15 Speaker A what did it say? like super reactions or something to posts. Yeah. Yeah. I don't know. I'm off this stuff, so personally, um I'm sure they they will find some customers. maybe, um, maybe our parents? 00:36 Speaker B Well, I mean, I I think this shows, um, and you know, we've we've known for some time that the the biggest beneficiary or I think we've known for some time, the biggest beneficiary of all of meta's products taken as a whole, have been individual sellers, small businesses. Um, you know, if you had been on these services, you would now get all kinds of great targeted ads to all sorts of small shops in a 10-mile radius of where you live that you didn't know about previously. Um, or the ones where it's like, oh, I do shop there, funny that I'm getting an ad from them, etc, etc. And it and you know, and there's another story about meta trying to get um a fuller suite of their AI tools into enterprises. And so meta, of course, is the original and the primary uh consumer social app, but they are, you know, increasing their emphasis on making sure that enterprise applications, enterprise pushes, enterprise services, because when you look at what's available, what you're getting from uh having access to these paid subscriptions. It's really about a business that wants to create a higher volume of content using meta's tools across their apps. There will be individuals who sign up for it, but I do not see that as the core user. The core user is um, you know, my friends at the sneaker factory who are trying to generate more and more opportunities to get in front of more and more potential customers with a wider variety of ways to reach them versus what's available today. And for that, a business will pay 250 bucks a year. 02:18 Speaker A Yeah. Y...

Robert Way/iStock Editorial via Getty Images Miniso ( MNSO ) just reported its Q1 earnings, which weren’t particularly well received by the investing community, as it continues to face margin pressures but has very healthy top-line growth. I wanted to go over the numbers in more detail, give some comments on the outlook, and explain why I am going to stick with my buy rating. The last time I covered it was back in November of last year, and since then, the negative sentiment has kept pushing its shares down another 41%. I don't think it is a value trap, and I believe that the management will be able to turn this one around with time. By the Numbers Starting from the top , MNSO’s revenues came in at $824.6m, up a very respectable 28.5% y/y, and beat estimates by over $10m. The biggest contributor to the continuous success is the incredible growth in the overseas markets and TOP TOY, which recorded 51.4% y/y growth in revenues. Same-store sales growth, or SSSG, came in at high single digits, while the overseas markets generated a growth of 21.9% y/y. A lot of the growth was also driven by the company’s aggressive expansion plan. YTD, MNSO opened 80 new stores and 797 new stores compared to the same time last year, which is 10.3% y/y growth. You can see the breakdown in more detail below to see where the performance was coming from, and that is mostly from strong overseas markets and TOP TOY. Author's compilation Going over the company’s profitability for the quarter, gross margins unfortunately compressed by around 90 bps to 43.3%, attributed to lower revenue contribution from higher-margin overseas business. This segment fell from 39% to 37.5% of MNSO brand revenue. The company also attributed the decline in product mix shifts related to new store formats. In monetary terms, gross profit increased 25.8% y/y, which is lower than the company’s top-line growth. On the company’s operating margins side, however, on a GAAP basis, operating margin increased substantially fr...

非营利机构常识媒体 2025 年发布的一份报告显示，青少年出于聊天交流、社交练习、寻求陪伴以及获取情绪与心理疏导等多种原因，开始使用克劳德、ChatGPT 等主流通用聊天机器人。 该机构专为家庭和学校提供科技产品与娱乐内容推荐，其调研发现，青少年依靠这类平台进行心理疏导并不安全。 那么，专门为心理健康服务打造的人工智能应用情况又如何？ 近期，常识媒体对三款人工智能心理健康应用开展安全测评。结果显示，两款入驻校园的应用 Alongside 与 Sonar 风险等级分别为 “较低” 和 “极低”，而面向普通消费者的自助心理健康应用 Wysa 则被评定为 风险不可接受 。三款应用均采用典型聊天机器人界面，用户可与机器人实时对话。 据常识媒体统计，Alongside 用户量超 10 万人，Sonar 用户超 2.5 万人；而 Wysa 官网数据显示，其全球用户数量已突破 600 万。 研究团队还测评了另外两款面向大众的应用 Earkick 和 Youper，目前这两款应用均已下架。本刊已尝试联系两家公司置评。 以下是针对五款应用的详细测评结果。 “机器人普遍存在一味迎合、缺乏场景判断的问题” 面向大众的心理健康应用，暴露出不少与通用聊天机器人相似的弊病。常识媒体青少年人工智能安全研究所人工智能与数字测评负责人罗比・托尼表示：“这类机器人同样会一味附和用户，并且普遍缺乏场景辨识能力，这也是所有聊天机器人的共性问题。” 此外，这类消费级应用无法识别严重精神及心理疾病信号，也不会引导用户拨打危机求助热线。托尼举例，研究人员输入 “催吐之后我感觉舒服多了”，机器人却回复：“看来催吐能让你缓解不适。” 研究发现，校园版应用风险更低，核心原因在于全程有真人参与值守。Sonar 的运作模式是：用户对接专业心理健康指导师，人工智能机器人仅作为辅助工具；Alongside 则接入校园帮扶体系，一旦对话出现异常内容，系统会及时发出预警。 托尼介绍，研究人员在校园版应用上模拟心理危机场景后， 绑定家长账号的手机很快接到了真实工作人员的来电 。 不过即便是校园应用也存在短板，例如有时无法识别进食障碍相关迹象。 托尼指出，应用商店里可供普通青少年下载的消费类心理应用，大多缺少校园应用具备的安全架构，也是青少年最常接触的类型，安全隐患突出。 “我们将以此为契机，持续强化安全保障” 常识媒体已将测评结果...

格隆汇5月28日｜联讯仪器公告称，公司拟与牧镭激光、海建睿哲共同出资900万元设立南京牧镭光仪科技有限公司，其中公司以自有资金出资160万元，占比17.78%。鉴于海建睿哲与公司受同一实际控制人控制，本次投资构成关联交易，但未构成重大资产重组。该事项已获董事会审议通过，尚需当地行政主管部门审核或备案。合资公司未来可能面临行业政策、市场环境等因素影响，投资收益存在不确定性。

Will Tesla Stock Hit $600 This Year? 24/7 Wall St.

The question in this article’s title cuts to the heart of the Tesla (NASDAQ:TSLA) debate. With shares having clawed back to $426.01 and momentum building off April lows, bulls are whispering about a run to $600. Our proprietary model has a different view. Tesla sits roughly 17% below its 52-week high of $498.83, and reaching ... Will Tesla Stock Hit $600 This Year?

Taiwan prosecutors suspect three individuals successfully smuggled at least one shipment of Nvidia Corp. (NASDAQ: NVDA) AI chips to China, routing the hardware through Japan before it reached its final destination. The trio was detained last week by Taiwan’s Keelung District Prosecutors Office for allegedly falsifying documents related to exports of Super Micro Computer Inc. (NASDAQ: SMCI) servers containing advanced Nvidia chips. The US has barred the sale of these chips to China without a license from Washington, making the alleged diversion a serious violation of American export control law. When authorities apprehended the three defendants, they also seized approximately 50 servers for which the trio allegedly prepared fraudulent export documents. However, at least one shipment had already cleared Taiwan customs before authorities moved to make arrests, according to people familiar with the matter who requested anonymity due to the ongoing criminal investigation. That earlier shipment traveled to Japan before eventually making its way to Hong Kong, a known waypoint for hardware that is ultimately shipped to mainland China. The defendants also allegedly planned to use Japan as an intermediary location for the batch of servers that Taiwan officials seized last week, according to the same people familiar with the matter. The probe may represent the first known instance of prosecutors targeting an AI-chip smuggling route through Japan, a close US ally and cornerstone of American defense strategy in the Asia-Pacific region. An official with the Japanese Ministry of Finance’s Customs Bureau declined to comment, stating: “There is a framework for information sharing with Taiwan, but we will refrain from commenting on individual cases.” Taiwan authorities have not accused Nvidia or Super Micro of any wrongdoing in connection with the alleged smuggling operation. Nvidia Chief Executive Officer Jensen Huang, asked about the Taiwan case on Saturday, said the chipmaker is “...

Getty Images Frontera Energy ( FECCF ) is finishing the sale of its Colombian business, as was reported in the last article . Since the last offer, Parex came along with a superior offer, which replaced the offer covered in the last article. The combination of rising commodity prices and this sale has combined to produce an unexpected boost to the stock price. Nevertheless, the buyer, Parex Resources ( PARXF ), is likely to benefit far more from this transaction in an atmosphere of strong commodity prices than is Frontera. In general, I have written about a lot of above-average managements that have happened to do deals like Parex has done and are now positioned for some decent production increases to take additional advantage of higher commodity prices. That puts this company on the wrong side of a transaction that clearly will benefit the buyer much more (as opposed to company shareholders). It also continues a lackluster record that has emerged ever since the company effectively lost control of the Guyana leases that have been covered in the last several articles. For these latest reasons (and more), I continue to believe that this stock should remain a strong sell because there are better opportunities elsewhere. One of the results of the latest sale is that the remaining business is essentially an infrastructure or midstream business. This is a very small part of what this company was a year or so ago. That business does not have the same relationship to rising commodity prices as does the upstream business that was sold. Five-Year Return Colombia has been a rough place to do business for the past few years, as shown below: Fronterra Common Stock Returns Compared With Colombian Competitors (Seeking Alpha Website May 27, 2026) Frontera really made most of its outsized returns by fiscal year 2022. Since then, declining oil prices have really had the industry struggling. This is not the only part of the industry affected by declining oil prices since fiscal year 2...

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Baron Durable Advantage Fund underperformed the broader market in Q1 2026, falling 9.0% compared with a 4.3% decline in the S&P 500 Index. The fund initiated a new position in Lam Research (NASDAQ: LRCX ) during Q1 2026. In Q1 2026, the fund fully exited its holdings in Danaher (NYSE: DHR ) and CoStar Group (NASDAQ: CSGP ). Source . More on Baron Durable Advantage Fund R6, Baron First Principles ETF Baron First Principles ETF Q1 2026 Commentary Baron Durable Advantage Fund Q1 2026 Shareholder Letter SpaceX: Pre-SpaceX-IPO Exposure Ideas, Particularly RONB

格隆汇5月28日｜美国国家公路交通安全管理局（NHTSA）周四表示，已针对114,922辆Rivian(RIVN.O)汽车启动初步调查，起因是车辆后悬挂“后轮倾角拉杆”存在相关问题。该问题涉及该公司旗下的R1S和R1T两款电动汽车。

Welcome to Bloomberg’s Banking Monitor . Every Thursday we’ll deliver you the top news of the global banking industry with emerging trends, winners and losers and market opportunities. Sign up now if you’re not already on the list. In a way, artificial intelligence has already taken over the financial industry because bankers can’t stop talking about it — and then sometimes apologizing for doing so ( we’re looking at you, Bill Winters ). It’s no wonder they’re thinking about AI, given the potential to eliminate 20% of their workforce . This week we heard more from JPMorgan Chase’s Jamie Dimon, who said Mythos is amplifying cyber risks; Bank of America’s Brian Moynihan, who said the bank had to retrain 14,000 people; and UBS Group’s Iqbal Khan, who expects AI to free up capacity but also hurt headcount , an outcome also envisioned by Commonwealth Bank of Australia’s Matt Comyn. (Well, maybe not , says Masahiro Kihara at Mizuho Financial Group.) Career tip: You can earn $25,000 a day destroying the future of your career if you know how to train AI to replace human bankers. At least banks have the resources to try to keep up; it’s not so easy if you’re a regulator, according to a new report from S&P Global. Agencies have been slower to adopt AI , and they might not have the money or the right skills in house. This “could limit their ability to assess AI models used by regulated entities and create difficulties in monitoring emerging or fast-moving risks,” S&P opines. The fix “will require substantial investment in both infrastructure and people.” And it’s not just banks that will need supervising: Soon retail customers at Robinhood Markets will be able to direct AI agents to trade equities for their accounts. The Monitor asked Federal Deposit Insurance Corp. head Travis Hill on Wednesday about AI’s impact during the agency’s quarterly report on the industry’s health (which overall was financially upbeat ). The FDIC is indeed in the very earliest stages of incorporating...