Despite the US's success in sending four astronauts around the Moon in its Artemis II mission in April, some scientists believe China is likely to be the next country to land humans on the lunar surface.

格隆汇5月27日｜富时罗素：可投资市值超过罗素美国前500大调整后总市值阈值的IPO将有资格快速纳入。

格隆汇5月27日｜富时罗素：符合条件的快速纳入IPO将在初始上市后第五个交易日收盘后纳入。

D-Wave Quantum (QBTS 5.63%) stock closed out Tuesday's trading solidly in the red despite bullish momentum for the broader market. The company's share price closed out the daily session down 5.3% and had been off as much as 10.4% earlier in the day's trading. The S&P 500 closed out the day up 0.8%, and the Nasdaq Composite was up 1.1%. D-Wave stock pulled back today as investors moved to take profits on recent gains and reacted to some concerns about the company's simulation data. While shares were down double digits at points in the day's trading, the company's share price regained ground as the day progressed. D-Wave responds to claims about simulation results D-Wave published a press release today responding to claims that newly published simulation results have overturned D-Wave's results showing computational leadership in simulations. The quantum computing company said reports suggesting its leadership position has been overturned are inaccurate. While D-Wave's response seemingly helped to bolster confidence among investors and narrow the pullback for the company's stock today, the company's share price still pulled back as investors weighed competitive risks and valuation concerns. Expand NYSE : QBTS D-Wave Quantum Today's Change ( -5.63 %) $ -1.66 Current Price $ 27.75 Key Data Points Market Cap $11B Day's Range $ 26.34 - $ 29.47 52wk Range $ 12.75 - $ 46.75 Volume 1.9M Avg Vol 30.1M Gross Margin 32.92 % What's next for D-Wave? D-Wave stock has been on a hot streak recently, with shares up roughly 41.5% over the last three months. With a market capitalization of roughly $10.3 billion, the company is now valued at approximately 242.8 times this year's expected sales. D-Wave seemingly has some huge growth opportunities ahead, but investors should understand that the company is trading at levels that already price in strong expansion momentum -- and the competitive outlook in the quantum industry remains highly speculative.

Micron Rally Boosts Semiconductor ETFs: Top AI Funds To Watch In 2026 - Micron Technology (NASDAQ:MU), NV Benzinga

The memory cycle tied to AI demand has sent memory-focused equities and ETFs sharply higher, as reported by Yahoo Finance and 247wallst. The Roundhill Memory ETF (ticker reported as DRAM) began trading on April 2 and, according to Yahoo Finance, has gained about 85% since its debut and crossed $10 billion in assets in roughly 30 trading days, a pace the Kobeissi Letter described as the fastest-growing ETF in history. 247wallst lists year-to-date 2026 returns of 163% for Micron Technology and similarly large gains for Sandisk, Seagate Technology, and Western Digital. Yahoo Finance quotes Micron operations chief Manish Bhatia at a JPMorgan conference saying, "Demand continues to outpace our ability and the industry's ability to supply due to persistent structural factors. And so we expect tightness for HBM, DRAM and NAND to continue well beyond calendar year 2026," which market coverage links to pricing and tightness across high-bandwidth memory markets.

What happened In its SEC filing dated May 14, 2026, Harvest Investment Services, LLC reported selling its entire stake of 356,114 shares in Adaptive Biotechnologies (ADPT +1.80%) during the first quarter. The estimated value of the shares sold was ~$5.67 million, based on the mean unadjusted closing price for the quarter. The quarter-end value of the position dropped by $5.78 million, a figure that accounts for both trading and price movement. What else to know This was a complete exit; Adaptive Biotechnologies now represents 0% of Harvest's 13F reportable assets Top five holdings after the filing: NASDAQ: LMBS: $44.61 million (8.16% of AUM) NYSEMKT: GLD: $17.79 million (3.25% of AUM) NYSEMKT: SLV: $13.42 million (2.45% of AUM) NASDAQ: SSRM: $10.49 million (1.92% of AUM) NASDAQ: PLTR: $8.93 million (1.63% of AUM) As of May 26, 2026, Adaptive Biotechnologies shares were priced at $114.09, up 57.78% over the prior year, outperforming the S&P 500 by 28.3 percentage points Company overview Metric Value Price (as of May 26, 2026) $14.09 Market capitalization $2.25 billion Revenue (TTM) $295.41 million Net income (TTM) ($49.64 million) Company snapshot Offers immunosequencing platforms (immunoSEQ), clinical diagnostics (clonoSEQ, T-Detect), and research tools for immune system profiling, with revenue primarily generated from product sales and service contracts. Operates a commercial-stage business model focused on recurring revenue from diagnostic testing, research collaborations, and strategic partnerships in the biotechnology sector. Serves life sciences researchers, clinical laboratories, pharmaceutical companies, and healthcare providers targeting oncology, autoimmune, and infectious disease markets. Adaptive Biotechnologies leverages proprietary immune medicine technology to enable advanced diagnostics and monitoring of immune-driven diseases. The company’s strategy centers on expanding its platform applications and forging key partnerships with industry leaders such...

Key Points Sold 356,114 shares of Adaptive Biotechnologies; estimated trade size of $5.67 million based on quarterly average price Quarter-end position value decreased by $5.78 million, reflecting both share sale and stock price movement Post-trade, no shares remain; position value at zero The position previously represented 1.1% of fund AUM as of the prior quarter 10 stocks we like better than Adaptive Biotechnologies › What happened In its SEC filing dated May 14, 2026, Harvest Investment Services, LLC reported selling its entire stake of 356,114 shares in Adaptive Biotechnologies (NASDAQ:ADPT) during the first quarter. The estimated value of the shares sold was ~$5.67 million, based on the mean unadjusted closing price for the quarter. The quarter-end value of the position dropped by $5.78 million, a figure that accounts for both trading and price movement. What else to know This was a complete exit; Adaptive Biotechnologies now represents 0% of Harvest's 13F reportable assets Top five holdings after the filing: NASDAQ: LMBS: $44.61 million (8.16% of AUM) NYSEMKT: GLD: $17.79 million (3.25% of AUM) NYSEMKT: SLV: $13.42 million (2.45% of AUM) NASDAQ: SSRM: $10.49 million (1.92% of AUM) NASDAQ: PLTR: $8.93 million (1.63% of AUM) As of May 26, 2026, Adaptive Biotechnologies shares were priced at $114.09, up 57.78% over the prior year, outperforming the S&P 500 by 28.3 percentage points Company overview Metric Value Price (as of May 26, 2026) $14.09 Market capitalization $2.25 billion Revenue (TTM) $295.41 million Net income (TTM) ($49.64 million) Company snapshot Offers immunosequencing platforms (immunoSEQ), clinical diagnostics (clonoSEQ, T-Detect), and research tools for immune system profiling, with revenue primarily generated from product sales and service contracts. Operates a commercial-stage business model focused on recurring revenue from diagnostic testing, research collaborations, and strategic partnerships in the biotechnology sector. Serves life science...

What Happened? A number of stocks jumped in the afternoon session after Micron Technology surged on a UBS price target hike that signaled AI hardware demand is structurally undersupplied. Stocks like Micron Technology (MU) and Advanced Micro Devices (AMD) were at the forefront, with Micron posting an impressive gain of 17.16% and AMD up by 5.68%. Hardware companies (Dell, HPE, Arista, Vertiv, Super Micro) are the picks-and-shovels of the AI buildout: when memory and GPU demand accelerates, server, networking, and cooling orders follow. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Hardware & Infrastructure company Dell (NYSE:DELL) jumped 3.7%. Is now the time to buy Dell? Access our full analysis report here, it’s free. Hardware & Infrastructure company Diebold Nixdorf (NYSE:DBD) jumped 5.6%. Is now the time to buy Diebold Nixdorf? Access our full analysis report here, it’s free. Zooming In On Diebold Nixdorf (DBD) Diebold Nixdorf’s shares are somewhat volatile and have had 10 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 4 days ago when the stock gained 2.9% on the news that the Dow Jones Industrial Average climbed more than 300 points and briefly touched a fresh all-time high above 50,700 as market sentiment improved amid falling yields. Business services revenue moves with corporate confidence: when CFOs feel good, they greenlight the consulting, staffing, and outsourcing contracts they had been sitting on. Cooling Treasury yields also reduce financing costs for the mid-sized clients these firms serve, which usually translates into faster contract awards. Furthermore, the Iran peace deal progress removed a major geopolitical overhang, encouraging c...

We Are/DigitalVision via Getty Images The NEOS Russell 2000 High Income ETF ( IWMI ) is a buy-write strategy designed to provide investors equity exposure to the Russell 2000 while overlaying a call options strategy to earn income for the portfolio. With a 13.66% yield, IWMI can be utilized by investors seeking current income in place of capital growth as part of an income-oriented investment strategy. About NEOS Russell 2000 High Income ETF IWMI was launched by NEOS ETF Trust on June 24, 2024, on the CBOE BZX Exchange. IWMI has a competitive expense ratio of 76 bps, 68 bps of which derives from the management fee. Seeking Alpha IWMI pays out a monthly distribution largely derived from the performance of the options strategy. The ETF has paid out $7.03/share over the last twelve months for a yield of 13.66%. The distribution can vary from month to month, though the fund has generally remained in a relatively narrow range since inception. In general, the majority of the distribution will derive from return of capital, returning investors’ principal investment over time. The result of this will lower the investor’s cost basis as a tax-deferred benefit until the cost basis reaches $0/share, at which point excess ROC will be taxed as short-term capital gains or ordinary income. While this type of strategy may not be suitable for investors seeking long-term growth through index investing, the strategy can be used by those seeking current income, effectively facilitating retirement distributions without the need to sell shares. Seeking Alpha One result of ROC will be NAV erosion over time, which will be present when comparing the price return of the Russell 2000 Index and IWMI. When comparing the performance of the fund, investors should view IWMI on a total return basis to evaluate the relative performance of the fund to the Index. IWMI has two components that make up the portfolio: Equity investments. Options investments. The equity component of the portfolio consists e...

Ooma press release ( OOMA ): Q1 Non-GAAP EPS of $0.35 beats by $0.03 . Revenue of $81.1M (+24.7% Y/Y) beats by $1.26M . Business Outlook: For the second quarter of fiscal 2027, Ooma expects: Total revenue in the range of $81.6 million to $82.3 million vs. consensus of $80.24M GAAP net income in the range of $2.7 million to $3.1 million and GAAP net income per share in the range of $0.10 to $0.11. Non-GAAP net income in the range of $9.4 million to $9.8 million and non-GAAP net income per share in the range of $0.33 to $0.34 vs. consensus of $0.31 For the full fiscal year 2027, Ooma expects: Total revenue in the range of $326.0 million to $328.5 million vs. consensus of $322.82M GAAP net income in the range of $10.5 million to $12.0 million, and GAAP net income per share in the range of $0.37 to $0.42. Non-GAAP net income in the range of $37.5 million to $39.0 million, and non-GAAP net income per share in the range of $1.29 to $1.34 vs. consensus of $1.29 More on Ooma Ooma: I'm Staying Bullish After Strong Q4 Earnings Ooma, Inc. (OOMA) Q4 2026 Earnings Call Transcript Ooma, Inc. 2026 Q4 - Results - Earnings Call Presentation Quant snapshot: Diana Shipping, National Bank of Canada among top-rated names as Pony AI, Alarum Technologies lag Ooma Non-GAAP EPS of $0.34 beats by $0.04, revenue of $74.6M beats by $2.73M

Nvidia gets all the credit, but these 4 stocks are quietly capturing the $725 billion AI buildout MSN

格隆汇5月27日｜美国贸易代表格里尔：美国总统特朗普对关税豁免计划不感兴趣。

From the dentist to a trillion: Micron crosses big barrier Boise Dev

格隆汇5月27日｜欧洲地中海地震中心：印尼苏门答腊北部发生了4.7级地震，震源深度10.0公里。

Ark Invest founder and CEO Cathie Wood has helped build a collection of exchange-traded funds (ETFs) focused largely on potentially disruptive technology, finance, and biotech plays. While the funds have a history of uneven performance, some of the components in these ETFs have gone on to be massive winners. Wood and the analyst teams at Ark tend to take a long-term view and aim to identify disruptive players that have the potential to upend industries and deliver huge returns over the long haul. Read on for a look at two stocks that Ark Invest just purchased for its funds. 1. Cerebras Systems Cerebras Systems (CBRS 5.87%) had its initial public offering on May 14 and has seen big gains since its public debut. Even after seeing huge gains on its first day of trading, the company's share price has risen roughly 39% since the market close on its IPO day. Wood and the Ark Invest team clearly seem to think the company's share price can keep surging. Ark Invest bought Cerebras shares near the company's IPO window, and Wood's company has continued to purchase additional shares of the stock. On May 14, Ark Invest bought 105,616 shares of Cerebras stock across its Ark Innovation ETF and its Ark Next Generation Internet ETF. The next day, Ark Invest purchased an additional 149,716 shares for its ETFs. Cerebras is a designer of custom artificial intelligence (AI) chips, and it's attracted a lot of investor attention thanks to the high-performance AI inference technologies enabled by its semiconductor designs. Thanks to strong demand for the company's AI accelerator chips, the business has been posting very strong growth. Sales increased 76% year over year in 2025 to hit $510 million, and it's possible that growth could actually see significant acceleration from there. Expand NASDAQ : CBRS Cerebras Systems Today's Change ( -5.87 %) $ -15.07 Current Price $ 241.71 Key Data Points Market Cap $56B Day's Range $ 236.10 - $ 262.29 52wk Range $ 185.00 - $ 386.34 Volume 8.1M Avg Vol ...

Some investors may be checking out heading into the holiday weekend, but that's not Cathie Wood's style. The founder and CEO of Ark Invest and stock picker for its growth-geared exchange-traded funds always keeps busy. She announces her trades at the end of every market day. And she bought a couple of stocks on Thursday. Ark added to its existing positions in Baidu (NASDAQ: BIDU) and Nextdoor (NYSE: KIND) on Thursday. It's a contrarian move on both fronts, as the stocks are down 20% to 42% over the past year. Let's take a closer look at Wood's latest purchases. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » 1. Baidu China's leading search engine is still searching for a growth engine. Shares of Baidu have declined 6% in the two trading days since the company posted fresh financials on Wednesday morning. Revenue rose 3% to the U.S. equivalent of nearly $4.5 billion. It may not seem like much, but it's actually Baidu's strongest top-line showing in more than a year. Baidu isn't the rock star it was when it went public 20 years ago as an ascending giant in search and online advertising in China. Annual revenue has clocked in with double-digit growth just once in the last six years. Half of those years have treated shareholders to top-line declines. The quarter only gets worse if you work your way down the income statement. Adjusted earnings declined 8% to $891 million. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) slipped 6% to $925 million. On the bright side, the bottom line was comfortably ahead of Wall Street expectations for the first quarter. Baidu's stock chart reflects its failure to launch as a growth stock in recent years. The shares are trading 20% lower over the past year, off by nearly a third over the past three years. Wood seems to think that now is a good time to add to her stake following this week's post-earnings pullback. I woul...

Defending The Fourth Amendment To Protect Gun Owners Authored by John Velleco via Gun Owners of America , All gun owners fully understand the vital importance of preserving the Second Amendment. But right behind that Constitutional Amendment in importance is the need to uphold the Fourth Amendment’s protection against unreasonable searches and seizures. After all, without robust Fourth Amendment rights, we will never have much of a Second Amendment right. For that reason, both Gun Owners of America and Gun Owners Foundation have regularly filed amicus briefs to guard against erosion of Fourth Amendment rights. We recently filed such an amicus brief in the U.S. Supreme Court, asking the High Court to ensure that law enforcement not abuse the investigative technique known as “knock and talk.” As more and more states seek to ban more and more classes of previously legal firearms, gun confiscation has become an ever-greater threat. Historically, the Fourth Amendment’s protections have been greatest when applied to the home, which also happens to be where most guns are kept. The Supreme Court has discussed the right of a man to retreat into his own home and there be free from unreasonable governmental intrusion. However, the courts have recognized that police have the right to “knock” on the door of your home, and “talk” to you - if you agree to speak. In Florida v. Jardines , 569 U.S. 1 (2013), the U.S. Supreme Court ruled that all visitors - including the police - have an “implicit license” to “[i] approach the home by the front path, [ii] knock promptly, [iii] wait briefly to be received, and then (absent invitation to linger longer) [iv] leave.” That rule seems entirely reasonable - but it is astonishing how police have come to abuse that “implicit license.” In a recently decided case from North Carolina, State v. Reel , 297 N.C. App. 205 (N.C. Ct. App. 2024), the police broke every one of the rules, but the search was upheld . The officers suspected drug dealing was...

Bloomberg's Ed Ludlow joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." Elon Musk’s SpaceX holds more than twice as much Bitcoin as previously estimated. (Source: Bloomberg)

00:00 Speaker A Reuters is reporting, China's Huawei revealing a chip design breakthrough. Now this, this can get wonky very quickly. So break it down simply for us. Why is this important? 00:13 Speaker B Yeah, so the US basically cut off uh access for China to certain chip manufacturing technologies, right? And so they've been basically forced to try to make do with what they have. Uh and now uh they're saying that they will eventually reach almost basically parity with the best that, you know, TSMC has to offer uh in a few years. Uh 2030, I think was a time frame. TSMC says it'll have its, you know, next state-of-the-art offering in 2027. This is basically uh the nanometer size for the chips, which is, you know, comes down to the distance between transistors and things like that. Super small, you know, 1.4 nanometers, I think it uh they they're trying to do. It's two nanometers right now. That's very, very small, which by the way, at a certain point, you just can't get much smaller. And so China also has this uh other approach where they're trying to shrink the distance between different connections within the chips. and that's a way that they can get away from this kind of Moore's law where, you know, the amount of transistors you can add to a chip doubles over every, you know, certain amount of time. Uh and so it's it's kind of introduced this new kind of uh I guess recognition that the US's ability to cut off China uh and kind of stifle its ability to innovate. 01:34 Speaker A I wanted to ask you that like in what, how much of this do you think is tied to those US sanctions? Meaning Chinese companies have to say, okay, well we're going to have to get more creative and innovative, find ways around these restrictions. 01:43 Speaker B I I think it's exactly tied to it, right? I mean, they wouldn't be doing this. I mean, they may be doing this uh if they uh were able to, you know, uh uh benefit from it or they, you know, didn't uh or they they thought that there wo...

TebNad Occidental Petroleum ( OXY ) is set to acquire a 10% ‌stake in Exxon Mobil's ( XOM ) d eepwater exploration block offshore Trinidad and Tobago, Reuters reported Tuesday, without specifying the value of the deal. Exxon ( XOM ) has been the sole owner of the large offshore block, known as UD(1), which lies in ​water depths of 2K-3K meters and was first acquired in August 2025. The Trinidad acreage borders the Stabroek block, where Exxon ( XOM ) and its partners have made ​more than 30 discoveries, transforming Guyana into one of the world's fastest-growing oil producers; geological similarities ‌between ⁠the two areas have prompted speculation that Trinidad's deepwater could hold significant untapped resources, although exploration risk remains high at the current early stage. Exxon's ( XOM ) Trinidad ​country manager ⁠and business development manager and Occidental’s ( OXY ) VP of international exploration met last week with Trinidad and Tobago's Prime Minister Kamla Persad-Bissessar and Energy Minister Roodal Moonilal, the country's energy ministry said. More on Occidental Petroleum Occidental Petroleum: Preferred Stock Time Occidental Petroleum: A New Focus On Shareholder Returns Occidental Petroleum: Temporary Oil Tailwinds Already Baked In, Not A Buy Here

What happened According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, RPG Investment Advisory, LLC initiated a new position in Centrus Energy (LEU +2.23%)by purchasing 50,460 shares. The quarter-end value of the position stood at $8.76 million, reflecting share price changes through March 31, 2026. What else to know This was a new position for RPG Investment Advisory, LLC, now representing 1.06% of the fund’s 13F reportable assets. Top holdings after the filing: NASDAQ: NVDA: $55.42 million (6.7% of AUM) NASDAQ: GOOGL: $41.15 million (5.0% of AUM) NASDAQ: AAPL: $33.75 million (4.1% of AUM) NYSE: PWR: $29.68 million (3.6% of AUM) NASDAQ: AMZN: $28.57 million (3.4% of AUM) As of May 13, 2026, shares of Centrus Energy were priced at $192.31, up 107.7% over the past year, outperforming the S&P 500 by 81.28 percentage points. Company overview Metric Value Revenue (TTM) $452.30 million Net income (TTM) $60.60 million Market capitalization $3.53 billion Price (as of market close May 13, 2026) $192.31 Company snapshot Centrus Energy is a leading supplier of nuclear fuel and technical services, operating at scale with a market capitalization of $3.64 billion and a trailing twelve months revenue of $452.30 million. The company leverages its expertise in uranium enrichment and technical solutions to support the global nuclear power industry. The company Provides low-enriched uranium (LEU), separative work units (SWU), and technical solutions for the nuclear power industry, including engineering, manufacturing, and operations services. It generates revenue primarily through the sale of LEU and related components to utilities operating nuclear power plants, as well as technical and consulting services for public and private sector clients. Centrus Energy serves a global customer base with a focus on utilities in the United States, Japan, Belgium, and other international markets engaged in nuclear energy production. What this transaction means for inves...

Key Points RPG Investment Advisory, LLC added 50,460 shares of Centrus Energy; estimated trade value was $12.17 million based on quarterly average price Quarter-end value of the new position was $8.76 million, reflecting share price changes through March 31, 2026 The transaction represented a 1.47% change in the fund’s 13F reportable assets under management Post-trade, RPG held 50,460 shares valued at $8.76 million as of March 31, 2026 The new stake accounts for 1.06% of AUM, which places it outside the fund's top five holdings 10 stocks we like better than Centrus Energy › What happened According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, RPG Investment Advisory, LLC initiated a new position in Centrus Energy (NYSE:LEU)by purchasing 50,460 shares. The quarter-end value of the position stood at $8.76 million, reflecting share price changes through March 31, 2026. What else to know This was a new position for RPG Investment Advisory, LLC, now representing 1.06% of the fund’s 13F reportable assets. Top holdings after the filing: NASDAQ: NVDA: $55.42 million (6.7% of AUM) NASDAQ: GOOGL: $41.15 million (5.0% of AUM) NASDAQ: AAPL: $33.75 million (4.1% of AUM) NYSE: PWR: $29.68 million (3.6% of AUM) NASDAQ: AMZN: $28.57 million (3.4% of AUM) As of May 13, 2026, shares of Centrus Energy were priced at $192.31, up 107.7% over the past year, outperforming the S&P 500 by 81.28 percentage points. Company overview Metric Value Revenue (TTM) $452.30 million Net income (TTM) $60.60 million Market capitalization $3.53 billion Price (as of market close May 13, 2026) $192.31 Company snapshot Centrus Energy is a leading supplier of nuclear fuel and technical services, operating at scale with a market capitalization of $3.64 billion and a trailing twelve months revenue of $452.30 million. The company leverages its expertise in uranium enrichment and technical solutions to support the global nuclear power industry. The company Provides low-enriched uranium...

The S&P 500 and the Nasdaq rose to records, while the Dow eased after Tehran denounced US strikes in Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

北京时间5月27日凌晨，受美伊和谈预期及科技股强势拉升双重提振，标普500指数与 纳斯达克 综合指数周二双双刷新历史新高。投资者对美伊达成结束战争的潜在协议持乐观态度，推动风险偏好回升。 截至收盘，道指跌118.02点，跌幅为0.23%，报50461.68点；纳指涨312.21点，涨幅为1.19%，报26656.18点；标普500指数涨45.66点，涨幅为0.61%，报7519.13点。 纳指与标普500指数均创盘中历史新高。周一美股因阵亡将士纪念日休市一天。 芯片股狂飙： 美光 市值突破1万亿美元 芯片板块成为当日最大亮点。美光科技股价飙升19.9%，市值一举突破1万亿美元大关。华尔街分析师普遍看好该股前景，其中 瑞银 尤为乐观，认为其长期协议带来的利好将推动股价有超过100%的上行空间。尽管上周初因存储芯片板块整体抛售而一度下跌，美光最终以显著涨幅结束上周交易。 受美光带动，其他存储芯片股集体走高。 希捷 科技上涨4%， 西部数据 上涨8%。Roundhill Memory ETF（DRAM）大涨15%，并创下历史新高。 地缘政治：美伊谈判“进展顺利”，但局部冲突仍在继续 美国总统特朗普周一表示，与伊朗结束战争的谈判“进展顺利”。但他同时警告，若谈判破裂，美国可能会采取进攻行动。 地缘局势仍有波澜。美国军方周二早些时候宣布，在伊朗南部实施了“自卫”打击，目标包括导弹发射场及试图布设水雷的伊朗船只。美国中央司令部发言人蒂姆-霍金斯表示，在两国“持续停火期间”，美方保持了克制。 受此消息影响，美国原油价格盘中脱离低点。7月交割的西得州中质原油期货收跌近3%，报每桶93.89美元；而布伦特原油则上涨3%，收于每桶99.58美元。 市场情绪：乐观与谨慎并存 LNW首席投资官Ron Albahary表示，投资者似乎“病态地乐观”，认为美伊战争即将结束，一切将恢复战前状态。他指出，市场正处于“拉锯战”中：一方面投资者相信推动市场走高的资本支出浪潮，另一方面美国经济基础“仍然相对脆弱”，通胀“可能正变得系统性”。 油价回落与降息预期降温 上周油价的下跌成为股市上涨的助推因素之一——美国原油录得自4月17日以来最差的一周表现。标普500指数上周上涨0.9%，录得自2023年底以来最长周线连涨纪录；道指上涨2.1%，为四周内第三周上涨；纳指上涨0.5%，为八周内第七周上涨。 然而...

格隆汇5月27日｜富时罗素：根据富时罗素的快速纳入规则，SpaceX似乎有资格被纳入富时美国股票指数系列及富时全球股票指数系列。

With Broadcom (AVGO) back in favor, we look at the latest moves and earnings performance of one of the most popular second layer AI plays in the tech sector following a Q1 opening position by Stanley Druckenmiller's Duquesne Family Office. In addition to opening a fresh position in AVGO stock, Duquesne sold down both Alphabet (GOOG) (GOOGL) and Amazon (AMZN) in Q1, suggesting rotation into the pick-and-shovel side of artificial intelligence. About Broadcom Stock Broadcom provides custom AI accelerators, networking semiconductors, connectivity, software solutions, and infrastructure services. It has a market capitalization of $1.96 trillion. AVGO stock's current trading price represents an 82.4% gain from the company's 52-week low of $231.13 and trading 4.71% below its 52-week high of $442.36. While valuation metrics certainly have their drawbacks, it is hard not to see that Broadcom stock is priced for performance in today's market. Trading at 41.81 times forward earnings, 30.72 times revenues, and 53.76 times cash flow, the question of value is definitely debatable. But the combination of a 36.2% profit margin, a 38.61% ROE, and accelerating AI revenue make the high valuation somewhat reasonable. AVGO also offers a quarterly dividend yield of $0.65 per share, although clearly growth, not income, remains its key attribute right now. Broadcom Beats on Earnings Broadcom's fiscal Q1 2026 revenue was $19.31 billion, marking a 29% year-over-year (YOY) increase. GAAP net income of the period amounted to $7.35 billion, while non-GAAP net income totaled $10.19 billion. Non-GAAP earnings per share were at $2.05 and adjusted EBITDA was $13.13 billion, or 68% of revenue. Most impressive of all numbers reported were the figures pertaining to AI revenue. In Q1 2026, AI revenue jumped by 106% compared to the prior-year period and reached $8.4 billion, mostly on account of custom AI accelerators and AI network infrastructure products. AI revenue is the reason Broadcom is currently...

With Broadcom (AVGO) back in favor, we look at the latest moves and earnings performance of one of the most popular second layer AI plays in the tech sector following a Q1 opening position by Stanley Druckenmiller's Duquesne Family Office. In addition to opening a fresh position in AVGO stock, Duquesne sold down both Alphabet (GOOG) (GOOGL) and Amazon (AMZN) in Q1, suggesting rotation into the pick-and-shovel side of artificial intelligence. More News from Barchart About Broadcom Stock Broadcom provides custom AI accelerators, networking semiconductors, connectivity, software solutions, and infrastructure services. It has a market capitalization of $1.96 trillion. AVGO stock's current trading price represents an 82.4% gain from the company's 52-week low of $231.13 and trading 4.71% below its 52-week high of $442.36. www.barchart.com While valuation metrics certainly have their drawbacks, it is hard not to see that Broadcom stock is priced for performance in today's market. Trading at 41.81 times forward earnings, 30.72 times revenues, and 53.76 times cash flow, the question of value is definitely debatable. But the combination of a 36.2% profit margin, a 38.61% ROE, and accelerating AI revenue make the high valuation somewhat reasonable. AVGO also offers a quarterly dividend yield of $0.65 per share, although clearly growth, not income, remains its key attribute right now. Broadcom Beats on Earnings Broadcom's fiscal Q1 2026 revenue was $19.31 billion, marking a 29% year-over-year (YOY) increase. GAAP net income of the period amounted to $7.35 billion, while non-GAAP net income totaled $10.19 billion. Non-GAAP earnings per share were at $2.05 and adjusted EBITDA was $13.13 billion, or 68% of revenue. Most impressive of all numbers reported were the figures pertaining to AI revenue. In Q1 2026, AI revenue jumped by 106% compared to the prior-year period and reached $8.4 billion, mostly on account of custom AI accelerators and AI network infrastructure products. AI re...

Robert Way Zscaler ( ZS ) shares fell 14% in extended trading on Tuesday as mixed guidance from the cybersecurity company outweighed better-than-expected third-quarter results. For the period ending April 30, Zscaler said it earned an adjusted $1.08 per share as revenue rose 25% year-over-year to come in at $850.5M. Annual recurring revenue during the period ended at $3.525B. Analysts had expected the company to earn an adjusted $1.01 per share on $835.3M in revenue. “Zscaler is ideally positioned as the cybersecurity platform for the AI era. Our differentiated Zero Trust SASE architecture, which hides applications from attackers and eliminates lateral movement, has never been more essential in securing against threats exposed by frontier models and compromised AI agents,” said Zscaler CEO and Chairman Jay Chaudhry in a statement. “Our results demonstrate that our approach is resonating as we attract new customers and expand with our existing customers, and we see ample runway for long-term growth.” Looking ahead, Zscaler said it expects to earn between $1.08 and $1.09 per share on an adjusted basis, above the $1.03 analysts had anticipated. However, revenue is forecast to be between $875M and $878M, below the $878.6M analysts expected. For the full-year, Zscaler expects annual recurring revenue between $3.74B and $3.749B, up from its previous estimate of $3.73B to $3.745B. Revenue is forecast to be between $3.3295B and $3.3225B, up from prior guidance of $3.309B to $3.322B. Adjusted earnings are forecast to be between $4.10 and $4.11 per share, while the company's free cash flow margin will be between 22.8% and 23.3%, down from a prior expectation of 26.5% to 27%, on higher capex spending. The company will host a conference call at 4:30 p.m. EST to discuss the results. More on Zscaler Zscaler: An Emerging AI Winner In Cloud Security Heading Into Earnings Zscaler: A Cloud Security Contender At An Attractive Entry Point Zscaler: Strong Double-Digit Growth Ahead Zscal...

(RTTNews) - With technology stocks showing a substantial move to the upside, the tech-heavy Nasdaq surged to a new record closing high on Tuesday. The S&P 500 also advanced to a new record closing high, while the narrower Dow showed a modest move to the downside. The Dow dipped 118.02 points or 0.2 percent to 50,461.68, but the S&P 500 climbed 45.65 points or 0.6 percent to 7,519.12 and the Nasdaq shot up 312.21 points or 1.2 percent to 26,656.18. The jump by the tech-heavy Nasdaq came amid a sharp increase by shares of Micron Technology (MU), with the chipmaker soaring by 19.3 percent. Micron surged after UBS increased its price target on the company's stock to $1,625, which would reflect a more than 100 percent spike compared to its closing price last Friday. With Micron leading the way higher, semiconductor stocks showed a substantial move to the upside, driving the Philadelphia Semiconductor Index up by 5.5 percent to a record closing high. Considerable strength was also visible among airline stocks, with the NYSE Arca Airline Index soaring by 4 percent to its best intraday closing in almost three months. Gold, steel and networking stocks also saw notable strength, while energy stocks came under pressure amid a steep drop by the price of crude oil. U.S. crude oil futures plunged by nearly 3 percent amid persistent optimism about an end to the U.S. war with Iran. President Donald Trump said in a post on Truth Social on Monday that negotiations with Iran "are proceeding nicely!" Traders seemingly shrugged off news the U.S. military launched what it described as "self-defense" strikes in southern Iran, targeting missile sites and boats near the Strait of Hormuz. In U.S. economic news, a report released by the Conference Board showed a modest deterioration in consumer confidence in the month of May. The Conference Board said its consumer confidence index dipped to 93.1 in May from an upwardly revised 93.8 in April. Economists had expected the consumer confidence ind...