What happened Yunqi Capital Ltd sold out its entire XPeng (XPEV +7.18%) position of 212,600 shares during the first quarter, according to a May 11, 2026, SEC filing. The estimated transaction value was $3.95 million, based on the period’s average unadjusted close. Yunqi Capital ended the quarter with no exposure to XPeng. What else to know Yunqi Capital Ltd sold out of XPeng. Top holdings after the filing: STAAR Surgical (NASDAQ: STAA): $60.91 million (65.9% of AUM) Lufax Holding (NYSE: LU): $20.48 million (22.2% of AUM) Agora (NASDAQ: API): $7.10 million (7.7% of AUM) Pony AI (NASDAQ: API): $3.92 million (4.2% of AUM) As of May 10, 2026, XPeng shares were priced at $15.62, down 20.3% over the prior year and underperforming the S&P 500 by 50.9 percentage points. Company overview Metric Value Price (as of market close 2026-05-26) $15.59 Market Capitalization $15.9 billion Revenue (TTM) $11.24 billion Net Income (TTM) ($168.45 million) Company snapshot XPeng designs, manufactures, and markets smart electric vehicles (EVs), including SUVs (G3, G3i), sports sedans (P7), and family sedans (P5). It also provides related services, such as maintenance, charging, and vehicle leasing. XPeng is a China-based EV maker with a large global presence. XPeng is a leading Chinese manufacturer of smart electric vehicles. It leverages its proprietary technology and integrated service offerings to differentiate in the competitive EV sector. XPeng's strategy centers on innovation, user experience, and expanding its footprint among tech-savvy urban consumers. What this transaction means for investors An institutional investor selling out of a stock does not necessarily mean there’s a problem with the company. XPeng is not a speculative EV start-up. In fact, it recently crossed a milestone by reporting its first-ever quarterly profit in the fourth quarter, with revenue rising 38% year over year. Its gross margin expanded to a record 21.3%, driven by cost-cutting and a better vehicle sales ...

Key Points Yunqi Capital sold its entire position in XPeng last quarter. XPeng is a Chinese EV maker, but more focused on international markets right now. Its revenue is growing at a torrid pace, and the EV maker is now profitable. XPeng stock has fallen nearly 20% so far this year, as of this writing. 10 stocks we like better than XPeng › What happened Yunqi Capital Ltd sold out its entire XPeng (NYSE:XPEV) position of 212,600 shares during the first quarter, according to a May 11, 2026, SEC filing. The estimated transaction value was $3.95 million, based on the period’s average unadjusted close. Yunqi Capital ended the quarter with no exposure to XPeng. What else to know Yunqi Capital Ltd sold out of XPeng. Top holdings after the filing: STAAR Surgical (NASDAQ: STAA): $60.91 million (65.9% of AUM) Lufax Holding (NYSE: LU): $20.48 million (22.2% of AUM) Agora (NASDAQ: API): $7.10 million (7.7% of AUM) Pony AI (NASDAQ: API): $3.92 million (4.2% of AUM) As of May 10, 2026, XPeng shares were priced at $15.62, down 20.3% over the prior year and underperforming the S&P 500 by 50.9 percentage points. Company overview Metric Value Price (as of market close 2026-05-26) $15.59 Market Capitalization $15.9 billion Revenue (TTM) $11.24 billion Net Income (TTM) ($168.45 million) Company snapshot XPeng designs, manufactures, and markets smart electric vehicles (EVs), including SUVs (G3, G3i), sports sedans (P7), and family sedans (P5). It also provides related services, such as maintenance, charging, and vehicle leasing. XPeng is a China-based EV maker with a large global presence. XPeng is a leading Chinese manufacturer of smart electric vehicles. It leverages its proprietary technology and integrated service offerings to differentiate in the competitive EV sector. XPeng's strategy centers on innovation, user experience, and expanding its footprint among tech-savvy urban consumers. What this transaction means for investors An institutional investor selling out of a stock does n...

《科创板日报》5月27日讯（记者 吴旭光） 5月26日晚间， 富创精密 发布公告，拟以现金方式收购日扬科技股份有限公司设立的BVI公司旗下HIGHLIGHTTECHINTERNATIONALCORP.持有的日扬电子科技（上海）有限公司（以下简称“上海日扬”）65%的股权，交易对价为1.89亿元。 本次交易完成后，上海日扬将成为公司控股子公司，纳入公司合并报表范围内。本次交易未构成《上市公司重大资产重组管理办法》规定的重大资产重组，亦不构成关联交易。 切入半导体真空阀赛道 根据公告，上海日扬坐落于上海宝山区高新园核心区域，主营业务为真空腔体、真空阀、真空零组件及尾气处理设备的研发、生产与销售，产品广泛应用于半导体、太阳能光伏、光电面板、科研等领域。受行业政策、下游客户规划影响，半导体与光伏行业需求及订单存在一定波动风险。 谈及本次收购，富创精密表示，本次收购是公司完善半导体产业链布局的重要举措，公司将快速切入半导体真空阀核心赛道，丰富产品矩阵与市场布局 ；同时借助标的公司技术、市场资源，提升公司在半导体先进技术领域的研发效率与成果转化能力，发挥业务协同效应。 业绩方面，2024年-2025年，上海日扬实现营业收入1.77亿元、1.78亿元；实现净利润1233.47万元、1220.35万元，利润有所收窄。 交易标的估值方面，经交易双方平等协商，综合考虑估值结论、技术壁垒、客户资源、无形资产增值、工业用地增值及产业协同效应等因素，一致确定标的公司股权整体定价为2.9亿元，对应市净率（PB）约2.25倍。 富创精密表示，本次交易定价处于行业合理水平，定价公允，并已经董事会审议通过，不存在损害公司及全体股东利益的情形。 富创精密二股东泰州祥浦高位减持 富创精密主营半导体设备、泛半导体设备配套精密零部件的研发、生产与销售，是国内半导体零部件领域核心企业。 富创精密披露的2026年一季报显示，报告期内，公司实现营业收入10.43亿元，同比增长36.8%；归母净利润扭亏为盈，上年同期亏损2216万元，本期盈利5794万元；扣非归母净利润同样实现转正，上年同期亏损2844万元，本期盈利3797万元；经营活动产生的现金流量净额为-8568万元，同比大幅下滑6011.2%。 对于业绩变动原因，富创精密解释，净利润大幅改善主要得益于营收规模扩张，规模效应推动毛利率上行，叠加公司内部经营效率...

Lack of awareness, social stigma, application struggles and eligibility concerns prevent people from getting benefits

Strong memory chip demand is leading to “enhanced” long term agreements that should benefit Micron’s stock and earnings power, UBS says.

Micron’s stock soars as UBS slaps on an out-of-sight price target MarketWatch

$VTI stock has risen 0.5% today, according to our price data from Polygon. It has been bolstered by AMD stock rising 4.5%. Here are some of the largest contributors to VTI's gains: $MU (0.8% of VTI holdings) has risen 16.4% $AVGO (2.9%) has risen 2.1% $AMD (0.8%) has risen 4.5% $GOOGL (3.2%) has risen 0.9% $AAPL (5.7%) has risen 0.4% $GOOG (2.5%) has risen 0.9% $APH (0.3%) has risen 8.3% $WDC (0.2%) has risen 9.1% $AMAT (0.5%) has risen 3.8% $CAT (0.6%) has risen 2.8% You can track more data on $VTI on Quiver Quantitative's $VTI data dashboard. Quiver Alerts Receive VTI Data Alerts Get market-moving data, filings, and signals for VTI in real time. Sign Up $AMD Insider Trading Activity $AMD insiders have traded $AMD stock on the open market 82 times in the past 6 months. Of those trades, 0 have been purchases and 82 have been sales. Here’s a breakdown of recent trading of $AMD stock by insiders over the last 6 months: LISA T SU (Chair, President & CEO) has made 0 purchases and 51 sales selling 460,000 shares for an estimated $126,270,296 . . MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 5 sales selling 70,756 shares for an estimated $21,297,940 . . FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 13 sales selling 38,937 shares for an estimated $12,623,752 . . JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 9 sales selling 19,956 shares for an estimated $4,023,580 . . PAUL DARREN GRASBY (EVP & CSO) has made 0 purchases and 2 sales selling 17,500 shares for an estimated $3,724,225 . . AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 2 sales selling 2,728 shares for an estimated $629,267. To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint. $AMD Analyst Ratings Wall Street analysts have issued reports on $AMD in the last several months. We have s...

Workday (WDAY 2.34%) has arguably been the poster child of the software-as-a-service (SaaS) sell-off. A leader in financial and human capital management software, the company is at the intersection of multiple bearish arguments. Not only does it operate a software platform that has the potential to be disrupted by artificial intelligence (why does an organization need Workday if an AI agent can handle expenses and payroll through an AI model API?), but its seat-based software is also directly tied to enterprise hiring. That's a triple whammy. Given the headwinds in the SaaS sector, Workday has been one of the hardest-hit stocks, with its shares more than halved over the past year. However, the stock popped more than 5% last Friday (May 22) after the company reported another solid quarter of revenue growth. Let's take a closer look at Workday's results and prospects to see if the stock can continue to rally. Solid growth continues at Workday Despite a tough hiring environment, Workday continues to produce solid growth, led by AI product adoption. In the first quarter, its new annual account value (AAV) from its agentic AI products surged 200% year over year, and it's nearing $500 million in annual recurring revenue from those offerings. The company's Flex Credit pricing model is starting to gain traction, helping support AI adoption among its customers and simplifying monetization. This helped Workday grow its overall Q1 revenue by 13.5% year over year to $2.54 billion, with subscription revenue rising by more than 14% to $2.35 billion. Adjusted earnings per share (EPS) climbed 19% to $2.66. That was ahead of consensus estimates for revenue of $2.52 billion and EPS of $2.51, as compiled by LSEG. The company's 12-month subscription revenue backlog jumped by 15.5% to $8.81 billion, while its total subscription revenue backlog grew by nearly 11% to $27.3 billion. Looking ahead, Workday management forecasted Q2 subscription revenue to grow by 13% to about $2.455 billion,...

Micron’s stock reaches a major milestone as UBS slaps on an out-of-sight price target MarketWatch

Southampton FC and Royal Antwerp have announced the death of former academy player Victor Udoh at the age of 21. Udoh spent six months in Saints' academy from February 2025, featuring in eight games for their under-21 side in Premier League 2. Before his move to the south coast of England, he played in Belgian side Antwerp's academy and made 28 appearances in their first team. After leaving Southampton in September, the Nigerian left-winger joined Czech second tier side Ceske Budejovice. "We are devastated by the tragic passing of former player Victor Udoh at the age of 21," Southampton posted on X., external "The thoughts of everyone at the club go out to Victor's loved ones at this extremely difficult time." Udoh joined Antwerp's academy in 2023 and played 27 times for their 'Young Reds' team, scoring 12 goals, and went on to make his first team debut in the same season. "With great dismay, RAFC has learned of the passing of former player Victor Udoh," Royal Antwerp posted., external "Our thoughts are with Victor's family, friends, and loved ones. We wish them much strength, support, and warmth during this particularly difficult time."

格隆汇5月27日｜消息人士称，SpaceX在美以伊冲突期间提高了美国防部的星链连接费用。

MarsYu Wall Street’s major market averages pushed mostly higher Tuesday as investors assessed the possibility of a resolution in the U.S.-Iran conflict, despite fresh strikes by Washington. Now, here are 4 news stories that broke in the morning to watch out for: BlackRock warns of diversification mirage: Investors need to rethink their approach to portfolio diversification as traditional hedges like bonds ( AGG ) and gold ( GLD ) fail to provide reliable protection during market turbulence , according to the BlackRock Investment Institute. The investment firm highlighted what it calls a “diversification mirage” playing out in real time, as surging bond yields and geopolitical tensions reshape market dynamics. Russell 3000 reconstitution preview released: FTSE Russell has released a preliminary list of additions and deletions to its Russell 3000 index, with the newly reconstituted indexes taking effect after U.S. market close on June 26. Information technology firms joining the index include CoreWeave ( CRWV ), Iren Limited ( IREN ), BitMine Immersion ( BMNR ), Wolfspeed ( WOLF ), and Figma ( FIG ). Firms leaving the index include MicroVision ( MVIS ), Rezolve AI ( RZLV ), Kulr Technology Group ( KULR ), Airship AI Holdings ( AISP ), and AudioEye Inc. ( AEYE ). Economist calls for Fed policy rethink: Economist Judy Shelton on Tuesday called on the Federal Reserve to abandon its traditional approach to fighting inflation, arguing that new Fed Chair Kevin Warsh has an opportunity to tackle rising prices without crushing economic growth. In a Wall Street Journal op-ed and subsequent CNBC interview, Shelton, a senior fellow at the Independent Institute, challenged the longstanding Keynesian view that economic growth and low unemployment fuel inflation. Yardeni raises S&P 500 target to 8,250: The S&P 500 ( SP500 ) year-end target was raised to 8,250 by Yardeni Research President Ed Yardeni, who also said the benchmark index could climb to 10,000 by the end of the decade. ...

美国最高法院已拒绝审理Meta Platforms在一桩案件中提出的上诉，该案由佛蒙特州提起，指控这家社交媒体巨头将Instagram设计得对青少年具有成瘾性。 Meta的上诉是针对一家下级法院的裁决，该裁决驳回了该公司要求驳回诉讼的动议。该公司对最高法院的裁决不予置评。 佛蒙特州总检察长于2023年在州法院起诉Meta，指控该公司存在不公平和欺骗性的商业行为。该诉讼指控Meta将其社交媒体应用Instagram设计得对青少年具有成瘾性，且该公司此举是为了增加广告收入。诉讼还称，Meta在明知该应用具有成瘾性的情况下，未能采取有意义的行动。 Meta曾请求佛蒙特州一家法院驳回该诉讼，理由是该州对Meta不具有属人管辖权（Personal Jurisdiction）。该动议被一家下级法院驳回，之后，佛蒙特州最高法院在上诉中也驳回了该动议。 在最高法院做出不受理此案的决定之前，Meta已面临一系列针对其青少年保护措施的诉讼。3月份，新墨西哥州一个陪审团裁定，Meta对未能保护年轻人免受网络危险负有责任，这些危险包括色情内容和人口贩卖。 4月份，马萨诸塞州最高法院裁定，Meta必须面对该州提起的一项诉讼，该诉讼指控该公司故意设计某些社交媒体功能以使年轻用户上瘾。 责任编辑：李桐

Prudential Financial's ( PRU ) asset management arm, PGIM, and Domain Real Estate Partners have exceeded $4B in funding for new land banking products in the U.S., the companies said Tuesday. PGIM and Domain have completed seven residential land bank transactions that provide nonbank capital solutions to national homebuilders during a period of continued housing undersupply and tighter traditional credit conditions, they said. The transactions are part of PGIM's push into private asset-based finance. In addition to residential land banking, the company has executed deals in consumer credit, residential mortgages, fund finance, commercial finance, and digital infrastructure. "We continue to see strong and growing demand from borrowers for tailored, asset-based financing solutions across a range of sectors," said Oliver Nisenson, head of private asset-based finance at PGIM. "Our partnership with Domain allows us to deliver capital solutions for homebuilders outside of traditional bank financing to help accelerate housing development in the U.S." Land banking allows housing developers to free up capital for construction and other uses. In a typical deal, a homebuilder sells undeveloped lots to financing partners and pays a premium for the right to buy them back later when it's able to build the homes. "Asset-based finance represents one of the most compelling growth opportunities across today’s credit landscape," said Gabriel Rivera, co-head of securitized products at PGIM, which includes both public and private ABF markets. PGIM's securitized product platform has reached $163B and is part of PGIM's $1.2T credit investment group. Prudential Financial ( PRU ) stock rose 0.2% in midday Tuesday trading. More on Prudential Financial Prudential Financial: A High-Yielding Deal To Grab Now Prudential Financial, Inc. (PRU) Q1 2026 Earnings Call Transcript Prudential Financial, Inc. 2026 Q1 - Results - Earnings Call Presentation Prudential outlines $525M-$575M 2026 pretax AOI im...

A proposed law in Canada allowing police more access to citizens’ data faces a growing chorus of criticism from technology companies, including threats that they’ll pull out of the country. Bill C-22, also known as the Lawful Access Act , has passed two of three readings in Canada’s House of Commons, before it goes to the Senate for final review. It’s currently getting stakeholder feedback — much of it negative — as it undergoes scrutiny by a parliamentary committee. Critics have focused on new legal provisions around metadata retention and government capabilities to extract information. Encrypted messaging app Signal said it would pull out of Canada if it was asked to compromise user privacy under the law, in an interview with the Globe and Mail newspaper earlier this month. Alphabet Inc.’s Google slammed what it called “sweeping powers to issue secret orders mandating providers to create or maintain the technical capacity to facilitate data interception and retrieval.” It proposed a series of amendments in a letter to the parliamentary committee earlier this month. Apple Inc. echoed the criticism, saying the law “could allow the Canadian government to force companies to break encryption by inserting backdoors into their products – something Apple will never do.” US lawmakers are also pushing back. Two congressional committee chairs have written to Canada’s Public Safety Minister Gary Anandasangaree, saying the bill would “create significant cross-border risks to the security and data privacy of Americans.” Canada’s own chamber of commerce has also criticized C-22. For its part, Prime Minister Mark Carney ’s government says Canada is the only country among Five Eyes partners, the Group of Seven and across the European Union without legislation requiring electronic service providers to develop and maintain lawful access capabilities. In an emailed statement, the government said it “categorically rejects claims that Bill C-22 would enable the surveillance of Canadian...

Kathrin Ziegler The Roundhill Memory ETF ( DRAM ) has now more than doubled since it launched on April 2. The fund is riding a massive wave of hardware demand, fueled by an AI data center boom and a supply crunch that has manufacturer order books filled well into 2027. Here are the top holdings of DRAM, arranged as per their weightage: SK Hynix ( HXSCL ) - 25.94% Samsung Electronics ( SSNLF ) - 21.62% First American Government Obligations Fund ( FGXXX ) - 13.21% United States of America (Government Treasury) - 9.13% Kioxia ( KXHCF ) - 6.10% SanDisk ( SNDK ) - 5.42% Seagate Technology ( STX ) - 5.26% Western Digital ( WDC ) - 4.97% Nanya Technology ( NNYAF ) - 2.99% Micron Technology ( MU ) - 2.50% More relateds stories Micron: Market's Still Missing What Nvidia's Fiscal Q1 Just Confirmed Micron: Nvidia Gave Us The Green Light To Buy Micron: Massive Upside, But A Brutal Cycle Eventually Comes Micron rally puts spotlight on ETFs with heavy exposure Western Digital rises as Evercore ups price target, firm sees it as 'underappreciated'

《科创板日报》5月27日讯（记者 黄修眉） 谈了10个月还是黄了。 仕佳光子 周二（5月26日）晚间公告称，原计划通过发行股份及支付现金方式购买东莞福可喜玛通讯科技有限公司股权，但因在交易方案、交易价格及业绩承诺等关键事项上未能达成一致，最终公司决定终止该交易。 仕佳光子在公告中表示，公司在推进本次交易期间，严格遵守相关法律法规，履行了相关决策程序，并及时披露了交易进展。然而，经过审慎研究，公司认为终止交易是维护公司及广大投资者长远利益的必要措施。 仕佳光子承诺自披露之日起至少1个月内不再筹划重大资产重组。目前公司生产经营正常，本次终止不会对财务状况造成重大不利影响。 仕佳光子主要从事光芯片和器件、室内光缆和线缆高分子材料三类业务。其中光芯片和器件产品主要包括PLC光分路器芯片、AWG芯片、 VOA芯片及器件模块、OSW芯片、WDM器件及模块、光纤连接器跳线等系列产品；以及FP激光器芯片、DFB激光器芯片、EML激光器芯片等系列产品，产品主要应用于数通市场、电信市场及传感市场。 回顾仕佳光子此次收购动作，2025年7月10日，仕佳光子公告称，公司拟通过发行股份及支付现金方式购买福可喜玛股权并募集配套资金。 相关重组预案显示，仕佳光子拟以发行股份及支付现金的方式购买光电子基金、刘晓明、玄国栋、佛山优势、赵洪军5名交易对方合计持有的福可喜玛82.381%股权。 同时，仕佳光子拟向不超过35名特定投资者发行股份募集配套资金。彼时的重组预案并未公布交易对价。 福可喜玛主营业务为MT插芯、散件、跳线等MPO配套部件研发、生产及销售企业。 仕佳光子在重组预案中提到，2014年至今，数据中心市场逐步取代电信市场，成为 光纤连接器行业发展的核心驱动力，因适应于数通场景的高速传输需求， 以MPO连接器为主流方向的行业演进路线逐步明确。 MT插芯是MPO核心组成，适用于高密度光纤连接场景，广泛应用于MPO等高密度光纤连接器与高速率光模块的连接，市场规模同样面临快速增长。 仕佳光子曾表示，通过此次交易，有利于公司获取MT插芯的生产工艺能力，充分保障公司MT插芯持续供货的稳定性，构建完善的产业链体系，实现关键原材料的独立自主，降低产品的整体成本。 从其周二（5月26日）晚间公告披露的内容来看，仕佳光子暂未明确未来是否会再继续寻找相关并购标的，进行外延式拓展。 与此同时，仕佳光子在5月的投资...

Shares of AppLovin (APP +6.25%) were moving higher today on a report from Edgewater that Meta Platforms, one of its biggest competitors, is unlikely to bid on non-IDFA (identifier for advertisers) iOS traffic in the near-term. IDFA is the tool that allows Apple's iOS to track users, so advertisers can use their data. That should open up more of the market for AppLovin, and it drove shares of the stock up 10.6% as of 10:57 a.m. ET today. What it means for AppLovin One of AppLovin's strengths is monetizing non-IDFA iOS traffic, meaning users who haven't agreed to be tracked through conventional means. AppLovin's AXON AI engine uses contextual signals and proprietary algorithms to track users, and that business has been the core driver of its recent growth. Meta is a huge player in digital advertising and on iOS, so its decision to not compete in that market is favorable to AppLovin, and some interpreted it as a reflection of AppLovin's strength. Expand NASDAQ : APP AppLovin Today's Change ( 6.25 %) $ 30.10 Current Price $ 511.78 Key Data Points Market Cap $162B Day's Range $ 511.43 - $ 538.55 52wk Range $ 320.00 - $ 745.61 Volume 183.1K Avg Vol 4.7M Gross Margin 87.47 % What's next for AppLovin AppLovin's AXON AI engine and its strength in mobile continue to drive significant growth for the company as revenue jumped 59% in the first quarter to $1.8 billion, and its net income from continuing operations was up 67%. It's unclear if Meta will eventually compete for Non-IDFA iOS traffic, but the decision shows AppLovin's competitive advantage. The adtech stock has been volatile this year, in part due to broader concerns about AI disruption in software, but AppLovin's proprietary AI appears to be a source of strength for the company. It's unlikely to be disrupted by a custom-AI product.

Key Points A research firm said that Meta would not bid on non-IDFA iOS traffic. That traffic, which is untagged, is a major source of AppLovin's business. The company continues to deliver strong growth, in part due to the strength of its AXON AI engine. 10 stocks we like better than AppLovin › Shares of AppLovin (NASDAQ: APP) were moving higher today on a report from Edgewater that Meta Platforms, one of its biggest competitors, is unlikely to bid on non-IDFA (identifier for advertisers) iOS traffic in the near-term. IDFA is the tool that allows Apple's iOS to track users, so advertisers can use their data. That should open up more of the market for AppLovin, and it drove shares of the stock up 10.6% as of 10:57 a.m. ET today. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » What it means for AppLovin One of AppLovin's strengths is monetizing non-IDFA iOS traffic, meaning users who haven't agreed to be tracked through conventional means. AppLovin's AXON AI engine uses contextual signals and proprietary algorithms to track users, and that business has been the core driver of its recent growth. Meta is a huge player in digital advertising and on iOS, so its decision to not compete in that market is favorable to AppLovin, and some interpreted it as a reflection of AppLovin's strength. What's next for AppLovin AppLovin's AXON AI engine and its strength in mobile continue to drive significant growth for the company as revenue jumped 59% in the first quarter to $1.8 billion, and its net income from continuing operations was up 67%. It's unclear if Meta will eventually compete for Non-IDFA iOS traffic, but the decision shows AppLovin's competitive advantage. The adtech stock has been volatile this year, in part due to broader concerns about AI disruption in software, but AppLovin's proprietary AI appears...

Key Points The AI boom is driving a surge in demand for memory chips, which are supplied by companies like Micron. Axcelis Technologies makes ion implantation machines that are critical to memory production. It could see explosive demand for its equipment as memory manufacturers race to expand their production. 10 stocks we like better than Axcelis Technologies › Micron Technology(NASDAQ: MU) supplies some of the world's best high-bandwidth memory (HBM) for data centers, which is critically important for processing artificial intelligence (AI) workloads. Demand for this hardware far exceeds supply, which is why Micron stock has exploded higher by 700% over the past year. But another company is also benefiting from the blistering demand for memory. Axcelis Technologies(NASDAQ: ACLS) sells ion implantation machines, which play an essential role in the manufacturing of memory chips and other semiconductor hardware. As companies such as Micron race to expand their production capacity, they will have to buy more of this equipment. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Axcelis stock is sitting on a 12-month gain of 170%. But is there more upside ahead? The memory opportunity could transform Axcelis' business Axcelis has three primary business units which account for 90% of its revenue: Power: Axcelis sells ion implantation machines for power semiconductors, which control the flow of electricity between chips and other devices. The company specializes in complex chemistries, including silicon carbide which is popular in the electric vehicle industry because it facilitates rapid battery charging. General Mature: This segment includes ion implantation equipment for mature-node chips, which are the basic processors that power everyday electronics including Wi-Fi modems, vehicle infotainment system...

The US has launched fresh strikes on Iran despite suggestions that a peace deal could be within reach. Donald Trump faces growing criticism from Republicans over the proposed plan to end the war, which reportedly contained major concessions from Washington. But could an agreement still be imminent? Lucy Hough speaks to diplomatic editor Patrick Wintour Continue reading...

《科创板日报》5月27日讯（记者 徐赐豪）， 在短视频统治注意力的时代，小红书要押注中长视频了。 5月26日，小红书在新生代创作盛典上重磅官宣中长视频赛道全面升级计划，通过机制迭代、资金扶持、流量倾斜等多维发力，正式加码中长视频领域。 资金层面，平台设立专项创作基金，划分两大扶持体系精准覆盖不同层级创作者。针对具备创作深耕能力、寻求内容突破的成熟创作者，平台开放全年数千万级专项预算，单期最高扶持金额可达100万元，助力优质深度内容规模化产出。 针对粉丝基数低、但内容潜力突出的新生代创作者，小红书推出专属孵化计划，配备专人一对一陪伴运营，优质新人创作者最高可获得百万级年度扶持资源，打通新人成长壁垒。 流量端配套政策同步落地，平台推出专属视频激励计划，创作者完成常态化内容更新、优质内容产出等任务，即可获取流量券奖励，单人每月最高可兑换8万流量券，官方披露未来将累计投入500亿流量资源倾斜中长视频赛道。 此外，小红书还将上线免费4K高清视频功能。 赛道加码的背后，是平台用户需求。据小红书今日发布的《视频创作者趋势观察报告》显示，平台中长视频生态已形成规模化体量，月度发布量突破千万级别，今年4月中长视频消费时长同比暴涨43%，深度内容的用户接受度、停留时长呈现高速增长态势。截至目前，小红书月活跃用户已突破4亿，日搜索量高达8亿。 《科创板日报》记者获悉，为适配中长视频战略升级，小红书已于去年年底完成核心社区业务深度组织架构调整，重构业务分工体系。原有社区业务被拆分升级为“Live”与“Village”两大独立板块，实现精细化分赛道运营。其中，由前B站资深运营云帆（小红书内部花名“薯名”）执掌的Live板块，核心聚焦2分钟以上优质PGC中长视频内容，补齐平台专业化、深度化内容短板。 而由新岛负责的Village板块，持续深耕平台核心优势，聚焦UGC内容精细化运营与社区氛围搭建，延续小红书真实、生活化的社区底色。两大板块分工明确、协同互补，既守住了平台赖以起家的UGC社区基本盘，又针对性突破中长视频赛道，形成“深度PGC+原生UGC”的双轮驱动内容格局，兼顾用户粘性与平台规模增长。 对于此次战略加码，小红书相关负责人今日在接受《科创板日报》等媒体记者采访时坦言，去年下半年平台已确立三大核心发展方向，在持续巩固搜索核心优势、坚守优质UGC内容生态的基础上，将中长视频升级为核心发力...

Richard Drury/DigitalVision via Getty Images Dear Baron Growth Fund Shareholder, Baron Growth Fund ® (the Fund) declined 12.06% (Institutional Shares) for the quarter ended March 31, 2026. This trailed the return of the Fund’s benchmark, the Russell 2000 Growth Index (the Benchmark), which declined 2.81% for the quarter. The Russell 3000 Index, which measures performance of the broad U.S. equity market, declined 3.96% for the quarter. Our performance was negatively impacted by escalating concerns about the impact of AI on broad swaths of the economy. While we are confident that we have invested in AI beneficiaries, many of our holdings are being valued as if they will be negatively impacted by advances in AI. Performance improved in mid-February as investors showed some renewed enthusiasm for the businesses in which we have invested. We believe that the valuation of the portfolio is particularly compelling given the significant divergence between its consistent earnings growth and its recent performance. Annualized performance (%) for period ended March 31, 2026 Fund RetailShares 1,2 Fund InstitutionalShares 1,2,3 Russell 2000Growth Index 1 Russell 3000Index 1 QTD 4 (12.11) (12.06) (2.81) (3.96) 1 Year (21.38) (21.18) 23.58 18.09 3 Years (5.71) (5.47) 12.27 17.86 5 Years (3.63) (3.39) 1.62 10.87 10 Years 7.36 7.63 9.79 13.72 15 Years 7.69 7.96 9.09 12.81 Since Inception(12/31/1994) 10.91 11.07 7.91 10.78 Click to enlarge Performance listed in the above table is net of annual operating expenses. Annual expense ratio for the Retail shares and Institutional shares as of February 26, 2026 was 1.60% and 1.34%, respectively (comprised of operating expenses of 1.30% and 1.04%, respectively, and interest expense of 0.30% and 0.30%, respectively). The performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor’s shares, when redeemed, may be wor...

(RTTNews) - Canadian stocks fell on Tuesday amid fading hopes for a quick resolution to the Middle East conflict as the U.S. military launched fresh strikes against Iranian targets. Materials, technology, healthcare and consumer staples stocks declined sharply. Energy stocks moved up, riding on higher oil prices. The U.S. conducted 'self-defense strikes' on Iranian missile launch sites and boats near the Strait of Hormuz, clouding the outlook for an interim deal between Washington and Tehran. Defense forces across the Gulf are on high alert as Iran pressed ahead with waves of missile and drone attacks on the UAE, Kuwait and Bahrain. Meanwhile, Israeli military has begun a wave of strikes against Hezbollah in the Bekaa Vally in the east of Lebanon and other parts of the country following an announcement by Prime Minister Benjamin Netanyahu that his country will intensify its attacks on Hezbollah. The benchmark S&P/TSX Composite Index was down 199.55 points or 0.57% at 34,631.34 a few minutes past noon. Canada Goose Holdings, Boyd Services, Constellation Software, Celestica, Lundin Mining, EQB, Wheaton Precious Metals, Westshore Terminals, Lundin Gold, Ritchie Bros. Auctioneers, Alimentation Couche-Tard, Agnico Eagle Mines, Kinaxis, Colliers International, Descartes Systems Group and Franco-Nevada Corporation lost 2%-4%. WSP Global, Pan American Silver, George Weston, Loblaw Companies, Kinross Gold, Wesdome Gold Mines, Dollarama, CCL Industries and Barrick Gold were among the other notable losers. Among the gainers, Ballard Power Systems moved up 6%. Capital Power, Superior Plus, Brookfield Renewable Partners, Vermilion Energy, Canadian Energy Services, Blackberry, Air Canada, TransAlta and Precision Drilling shed gained 2.5%-4%. In economic news, data from Statistics Canada showed manufacturing sales in Canada are projected to rise 4.6% month-over-month in April 2026, following a 3% increase in the previous month, according to preliminary estimates. The views and opi...

Astera Labs (ALAB) Stock Forecast & Analyst Ratings Moomoo

IMAX (IMAX) shares have rallied in recent sessions following reports that the company is actively exploring a potential sale and has approached prominent entertainment and technology companies as suitors. The upward momentum has driven IMAX firmly above its key moving averages (MAs), indicating bulls are in control across multiple timeframes. Including this rumors-fueled surge, IMAX stock is up about 9% versus the start of this year. Significance of a Potential Buyout for IMAX Stock A potential acquisition is bullish for IMAX stock because buyers often pay a premium over market price to win shareholder approval, meaning any bid would likely value the company shares at their pre-rumors price. Its outreach to major entertainment and tech names, with experts viewing the likes of Sony (SONY), Netflix (NFLX), Apple (AAPL), and Amazon (AMZN) as natural buyers, suggests IMAX’s proprietary technology, premium brand, and global theater network are strategically valuable assets worth competing for. Multiple interested suitors could trigger a bidding war, pushing the price even higher. What’s also worth mentioning is that IMAX’s relative strength index (14-day) sits in the mid-60s currently, signaling more room to the upside before the stock hits overbought territory. Are IMAX Shares Worth Owning Without the Buyout Even if a formal buyout fails to materialize, IMAX shares remain worth owning on the company’s own financial merit. Premium theatrical experiences are outgrowing the general box office, enabling the NYSE-listed firm to capture a record 5.2% domestic and 3.8% global market share despite controlling just 1% of physical North American screens. Financially, IMAX recently topped Q1 estimates with $81.4 million in sales, driven by blockbusters like “Avatar: Fire and Ash.” Additionally, structural tailwinds persist as well: streaming platforms are deepening partnerships, exemplified by Netflix’s decision to give its upcoming Brad Pitt movie an exclusive, two-week theatrica...

Oil cargo from US emergency reserve heads to Asia, first in over 3 years Reuters

Extending gains that first started taking shape in early May, shares of aerospace outfit Redwire (RDW +26.82%) are up again today. In fact, their 27.7% gain as of 11:50 a.m. ET Tuesday is one of their best single-day moves in months, pushing the stock to levels last seen in early 2025. Just don't look for a company-specific reason for today's big jump. You won't find it. Rather, RDW is riding a wave of euphoria surrounding a higher-profile name in the business that's lifting a bunch of space stocks. Full steam ahead That name is SpaceX, of course. While everyone knew it was coming sooner than later, the company officially filed its S-1 form with the SEC last week, moving forward with its plans to go public. The market's been buzzing ever since. In fact, interest in SpaceX's IPO (initial public offering) has also generated interest in other names in and around the businesses. Redwire is one of these names. And it's certainly given interested investors much to like of late. Just last week the company announced a multiyear, eight-figure contract to help a NATO ally modernize its aerial drone fleet. Separately, also last week, Redwire announced a $15 million expansion of an existing drone contract with the U.S. Army. This company isn't just a maker of military hardware, though. The day after reporting its expanded deal with the U.S. Army, Redwire delivered a prototype of its lunar robotic arm to the European Space Agency, demonstrating it's one of the companies that can help humankind return to the moon. Expand NYSE : RDW Redwire Today's Change ( 26.82 %) $ 4.69 Current Price $ 22.18 Key Data Points Market Cap $3.5B Day's Range $ 19.20 - $ 22.85 52wk Range $ 4.87 - $ 22.85 Volume 2.9M Avg Vol 26M Gross Margin 9.18 % Of course, the early May release of Redwire's solid Q1 results had already painted a bullish picture, making the market receptive and responsive to these developments. The company's top line of nearly $97 million for the three months ending in March was up 5...