Micron (MU) opened at a record intraday high Tuesday after UBS more than tripled its price target on the memory chipmaker to a Street-high of $1,625, arguing that the AI boom has structurally changed the market for memory. The new target is up from $535 and implies roughly 115% upside from Micron’s Friday close of $751. UBS analyst Timothy Arcuri wrote that the market should start putting a more “normal” multiple on Micron as investors get more evidence of the changes AI has driven across the memory complex. The stock briefly eclipsed the $886.74 level that would value Micron at $1 trillion, temporarily making it the 11th-largest US public company by market value, behind Eli Lilly (LLY) and ahead of Walmart (WMT). UBS is not just raising numbers. It’s also arguing that AI has changed the way investors should value the company. Micron has historically traded like a cyclical memory stock, with investors worried about boom-and-bust pricing in DRAM and NAND. UBS is arguing that AI demand is changing that setup by giving Micron more visibility into demand and a smoother earnings path. The stock surged over 10% in early trading, notching its 30th intraday all-time high of the year. The Philadelphia Semiconductor Index (^SOX) also hit an intraday record after the opening bell. The target's size also changes the frame around the stock. A $1,625 price would imply a market cap of roughly $1.8 trillion, according to Bloomberg, which would make Micron the seventh-biggest US company — behind Nvidia (NVDA), Alphabet (GOOG, GOOGL), Apple (AAPL), Microsoft (MSFT), Amazon (AMZN), and Broadcom (AVGO) — and ahead of Tesla (TSLA), Meta (META), and Berkshire Hathaway (BRK-A, BRK-B). Semiconductor stocks heat map for May 26, 2026. · Yahoo Finance Micron’s move is being echoed in the broader chip trade. Marvell Technology (MRVL), ON Semiconductor (ON), Advanced Micro Devices (AMD), Lam Research (LRCX), and Qualcomm (QCOM) were among the chip names gaining ground early. Wolfspeed (WOLF) ju...

US plans to cut strategic bombers and warships available to NATO in a crisis, Spiegel reports Reuters

Amazon’s (AMZN) current valuation presents an interesting dynamic. At $266 per share with a trailing P/E of roughly 31.5, the stock appears reasonably priced compared to its three-year average of roughly 38.0. This shift from historical multiples suggests potential room for upside, but not necessarily through market re-rating. Instead, the case rests on a more fundamental driver: earnings expansion powered by revenue growth and underlying operating efficiency. The Margin Story Behind The Numbers The most compelling aspect of Amazon’s current setup is net margin performance. The company is running at 12.2% on a last-twelve-months basis, matching its three-year peak. This matters because margins have historically averaged just 6.6% over the same period. This 550 basis point advantage over the three-year mean represents a structural shift in the business, not a temporary spike. The margin improvement reflects Amazon’s ability to leverage scale across its e-commerce, cloud, and advertising businesses more efficiently than before. Conservative Revenue Assumptions The upside scenario projects 12.1% annual revenue growth through 2029, a deliberate step down from the recent 14.2% pace. This projection reaches roughly $1.04 trillion in annual revenue from $742.8 billion today. The fade built into these assumptions is intentional and prudent. Amazon’s base is already enormous, and assuming peak acceleration would be unrealistic. However, 12.1% still represents healthy mid-teen growth, particularly for a company of this scale. This growth rate sits comfortably above long-term GDP expansion, suggesting Amazon is positioned to continue capturing market share in its core segments. See how Amazon’s financials compare with its peers, including Microsoft (MSFT) and Alphabet (GOOGL). The Earnings Equation When revenue compounds at 12.1% annually while net margins normalize to 10.6% (which reflects a continuation of strong core operational efficiency rather than relying on future one-...

Warner Bros. Discovery Inc. boosted a loan sale for a second time, a move that will allow the media giant to fully replace $15 billion of short-term financing. A JPMorgan Chase & Co. -led bank group increased the loan on Tuesday from about $10 billion , according to a person with knowledge of the matter. The offering was already bolstered last week amid strong demand for credit despite a volatile macro backdrop. The dollar portion is expected to be between $12.5 billion and $13.75 billion, while the €1 billion ($1.16 billion) tranche may potentially reach €2 billion, said the person, who asked not to be identified because they’re not authorized to speak publicly. Warner Bros. is looking to refinance short-term debt ahead of its planned takeover by Paramount Skydance Corp. The larger size means all of the so-called bridge loan would be replaced, the person said. A representative for JPMorgan declined to comment. Loans are typically repaid at par if ownership of a business changes. On the Warner Bros. debt, investors have an opportunity to buy the new loans at a discounted rate of 99 cents, which would allow them to make a quick profit if the sale to Paramount goes through. Commitments for both tranches are due on Wednesday, the person said. The proposed financing comes ahead of the $110 billion consolidation of two of Hollywood’s largest legacy media companies. In addition to the Warner Bros. loan currently being sold, Bank of America Corp. and Citigroup Inc. are preparing to sell about $50 billion of debt to back the acquisition, in one of the most highly-anticipated offerings of the year. Read More: Banks Eye $30 Billion of High-Grade Bonds for Warner Bros. LBO The debt package may include about $30 billion of high-grade bonds, around $12 billion of junk bonds, and $7.5 billion of loans, and may be sold to investors as soon as the next couple of weeks, Bloomberg previously reported. The buyout agreement, announced on Feb. 27 , capped a months-long battle between Pa...

Plus: What’s going on with ‘grade inflation’?

格隆汇5月26日｜费城半导体指数创下历史新高，最新上涨3.8%。

Amazon’s (AMZN) current valuation presents an interesting dynamic. At $266 per share with a trailing P/E of roughly 31.5, the stock appears reasonably priced compared to its three-year average of roughly 38.0. This shift from historical multiples suggests potential room for upside, but not necessarily through market re-rating. Instead, the case rests on a more fundamental driver: earnings expansion powered by revenue growth and underlying operating efficiency. The Margin Story Behind The Numbers The most compelling aspect of Amazon’s current setup is net margin performance. The company is running at 12.2% on a last-twelve-months basis, matching its three-year peak. This matters because margins have historically averaged just 6.6% over the same period. This 550 basis point advantage over the three-year mean represents a structural shift in the business, not a temporary spike. The margin improvement reflects Amazon’s ability to leverage scale across its e-commerce, cloud, and advertising businesses more efficiently than before. Conservative Revenue Assumptions The upside scenario projects 12.1% annual revenue growth through 2029, a deliberate step down from the recent 14.2% pace. This projection reaches roughly $1.04 trillion in annual revenue from $742.8 billion today. The fade built into these assumptions is intentional and prudent. Amazon’s base is already enormous, and assuming peak acceleration would be unrealistic. However, 12.1% still represents healthy mid-teen growth, particularly for a company of this scale. This growth rate sits comfortably above long-term GDP expansion, suggesting Amazon is positioned to continue capturing market share in its core segments. See how Amazon’s financials compare with its peers, including Microsoft (MSFT) and Alphabet (GOOGL). The Earnings Equation When revenue compounds at 12.1% annually while net margins normalize to 10.6% (which reflects a continuation of strong core operational efficiency rather than relying on future one-...

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里一堆专业术语不知道算利好还是利空？请看财联社公司新闻部 《速读公告》 栏目，我们派驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 财联社5月26日讯（记者 张晨静） 因业绩“变脸”收到深交所监管函的 林州重机 （002535.SZ）再遇危机。今日晚间公司公告，收到中国证券监督管理委员会下发的《立案告知书》，因涉嫌信息披露违法违规，证监会决定对公司立案调查。 公司未披露具体立案原因，公告表示，在立案调查期间，公司将积极配合中国证券监督管理委员会的工作，并严格按照相关法律法规及监管要求履行信息披露义务，目前，公司生产经营和业务运行正常。 而在5月8日，深圳证券交易所因公司业绩预告信息披露不准确向林州重机下发监管函。此前林州重机发布2025年度业绩预告，预计全年归属于上市公司股东的净利润为850万元至1200万元。然而三个月后，公司发布业绩预告修正公告，将净利润向下修正为亏损4500万元至4900万元。次日披露的2025年年度报告显示，公司经审计净利润为亏损4744.07万元，扣非净利润亏损6668.02万元。 对于业绩变化，林州重机在修正公告中解释称，2025年度公司通过高新技术企业认定，企业所得税适用税率由25%调整为15%，由于税率变化，公司对递延所得税资产的影响预测不充分，最终导致净利润由盈利转为亏损。 公开资料显示，林州重机主营业务涵盖煤矿机械及综合服务业务、军工业务两大业务板块，核心产品包括液压支架、采煤机、掘进机、刮板机等。 因下游行业景气度较低，目前林州重机煤矿机械业务正经历明显萎缩。公司在最近业绩说明会上表示，受煤机行业需求转变、市场竞争加剧及自身经营短板影响，需求放缓，订单减少，公司业绩持续承压。今年一季度公司净利润大幅下滑，其中公司营业收入1.78亿元，同比下降42.50%；归母净利润526.71万元，同比下降77.27%。

What happened According to a recent SEC filing, GTS Securities sold 19,462,657 shares of the ERShares Private-Public Crossover ETF (XOVR +0.15%) during the first quarter. The estimated transaction value was approximately $354.2 million, calculated using the quarter’s average closing price. The fund's quarter-end position value in XOVR declined by $392.2 million, reflecting both the share sale and price movement over the period. What else to know GTS Securities' XOVR stake now represents just 0.03% of its 13F-reportable AUM, down from 13.4% in the previous quarter. After the sale, GTS Securities' top five reported holdings were: NASDAQ: QQQ: $140.4 million (5.0% of AUM) NYSE: IVV: $132.5 million (4.7% of AUM) NYSE: SPY: $90.3 million (3.2% of AUM) NASDAQ: NVDA: $80.4 million (2.8% of AUM) NASDAQ: MSFT: $69.5 million (2.5% of AUM) As of May 25, 2026, XOVR shares were trading at $19.53, up about 10.5% over the past year, trailing the S&P 500 by roughly 17.5 percentage points, and underperforming its Large Growth category benchmark by roughly 18.6 percentage points over the same period. ETF overview Metric Value AUM $1.0 billion Dividend yield 0.00% Expense ratio 0.75% 1-year return (as of 5/25/26) 10.46% ETF snapshot The ERShares Private-Public Crossover ETF (XOVR) is designed to give everyday investors access to both publicly traded growth companies and a curated sleeve of private company holdings -- all within a single fund. The fund blends exposure to public innovators with a measured allocation to private companies, aiming to bridge the gap between public and private markets in a transparent, accessible format. Structured as an ETF for daily liquidity. What this transaction means for investors At first glance, a single institution offloading $354 million worth of an ETF sounds alarming -- but context is always important. GTS Securities is a high-frequency trading and market-making firm, not a traditional asset manager. Firms like GTS routinely carry large ETF posit...

Key Points GTS Securities sold nearly 19.5 million shares of the ERShares Private-Public Crossover ETF (XOVR) during the first quarter of 2026, with an estimated transaction value of roughly $354.2 million. The sale reduced GTS Securities' XOVR stake by more than 99%, leaving a position of 58,005 shares -- down from a prior-quarter holding that represented 13.4% of the firm's total reportable assets under management (AUM). XOVR shares have gained about 10.5% over the past year, but have meaningfully trailed the S&P 500 by approximately 17.5 percentage points over that same period. 10 stocks we like better than EntrepreneurShares Series Trust - ERShares Private-Public Crossover ETF › What happened According to a recent SEC filing, GTS Securities sold 19,462,657 shares of the ERShares Private-Public Crossover ETF (NASDAQ:XOVR) during the first quarter. The estimated transaction value was approximately $354.2 million, calculated using the quarter’s average closing price. The fund's quarter-end position value in XOVR declined by $392.2 million, reflecting both the share sale and price movement over the period. What else to know GTS Securities' XOVR stake now represents just 0.03% of its 13F-reportable AUM, down from 13.4% in the previous quarter. After the sale, GTS Securities' top five reported holdings were: NASDAQ: QQQ: $140.4 million (5.0% of AUM) NYSE: IVV: $132.5 million (4.7% of AUM) NYSE: SPY: $90.3 million (3.2% of AUM) NASDAQ: NVDA: $80.4 million (2.8% of AUM) NASDAQ: MSFT: $69.5 million (2.5% of AUM) As of May 25, 2026, XOVR shares were trading at $19.53, up about 10.5% over the past year, trailing the S&P 500 by roughly 17.5 percentage points, and underperforming its Large Growth category benchmark by roughly 18.6 percentage points over the same period. ETF overview Metric Value AUM $1.0 billion Dividend yield 0.00% Expense ratio 0.75% 1-year return (as of 5/25/26) 10.46% ETF snapshot The ERShares Private-Public Crossover ETF (XOVR) is designed to give every...

俄罗斯方面当地时间5月26日消息，俄副外长里亚布科夫表示，俄外长拉夫罗夫5月25日与美国国务卿鲁比奥通话时，要求美方撤离驻乌克兰基辅大使馆人员，并解释了俄军将对基辅“决策中心”实施系统性打击的原因：俄方认为北约及欧洲国家持续无视其安全关切。据悉，双方还讨论了伊朗局势。里亚布科夫还就俄美双边关系现状表示，两国在恢复外交关系问题上正极其缓慢地推进，且尚未就美方代表访俄达成具体安排。针对2025年俄美领导人在阿拉斯加峰会达成的框架性共识，里亚布科夫呼吁美方认清自身责任，落实相关安排。（央视新闻）

Equities climbed and US oil prices were lower as investors bet that a deal to re-open the Strait of Hormuz was close, even as hostilities flared to test the fragile ceasefire. The S&P 500 Index opened 0.6% higher on Tuesday morning, on track for a fourth day of gains. Micron Technology Inc. climbed after UBS raised its price target on the memory chipmaker, expecting the stock to more than double. The Nasdaq 100 Index rose 1.2% at the opening bell, while the Dow Jones Industrial Average climbed 0.3%. “Markets are expecting this latest round of talk to yield the highly sought peace deal between the US and Iran,” said Mike O’Rourke , chief market strategist at JonesTrading Institutional Services LLC. Optimism that both sides are nearing a peace deal held even as US and Israeli jets struck Iranian targets on Monday. The attack came hours after President Donald Trump signaled negotiations with Tehran on an interim deal were progressing. Iran’s Supreme Leader Mojtaba Khamenei said US military bases in the Middle East will no longer be safe after the war. “Markets have been optimistic for two months that hostilities with Iran ended with the ceasefire, but that optimism is misguided, as it has simply become a long stalemate with nearly all the ships still stranded in the Persian Gulf, and frequent false hopes of an imminent deal,” said Dennis Follmer , chief investment officer at Montis Financial. West Texas Intermediate oil prices continued to fall Tuesday, nearing $92 a barrel. Treasury yields slipped but remain elevated as the curve signals a higher-for-longer warning on rates . Morgan Stanley strategists led by Mike Wilson said the stock market can handle higher yields as long as strong economic growth is the main catalyst . The S&P 500 has rallied nearly 14% since the beginning of April, leaving some on Wall Street to question whether investors have already priced in a peace deal. “Don’t expect an agreement to immediately send the S&P 500 running to 8,000,” wrote Tom E...

TSM Stock Price — TSMC Chart TradingView

格隆汇5月26日｜据中国信息安全测评中心网站，5月26日，根据《安全可靠测评工作指南 V3.0》要求，中国信息安全测评中心与国家保密科技测评中心公布了AI训练推理芯片和数据库安全可靠测评结果。在AI训练推理芯片方面，海思半导体送测的昇腾310、平头哥送测的真武M530等9款芯片，获得“I级”安全可靠等级。

Forget Palantir Technologies: This cash-flow fintech pioneer under $30 is a considerably better buy MSN

财联社5月26日（记者 吴蔚玲） 因自有品牌果汁产品标签问题， 万辰集团 （300972.SZ）旗下“好想来甄选”被央视新闻“点名”。 今日晚间，万辰集团就此事对财联社记者表示，针对近期央视新闻报道中提及的果汁标签问题，好想来已将全国门店所有相关商品全部下架。后续好想来将进一步强化标签合规管理，杜绝类似情况再次发生。再次感谢媒体和公众的关心与监督。 今日，央视新闻微信公众号发布了关于市场上一系列果汁标签乱象起底曝光的报道，好想来自有品牌“好想来甄选”相关产品亦在其列。 图源：央视新闻 据报道，好想来旗下一款果汁饮料，包括葡萄汁、橙汁、苹果汁等，产品包装在显著位置标注“100%果汁”，并醒目标注着“NFC非浓缩还原”字样，但配料表前两位却是水和浓缩果汁。 在国家标准《果蔬汁类及其饮料》（GB/T31121-2014）中，非复原果汁（NFC）即原榨果汁，指的是以水果为原料，采用机械方法直接制成的未经浓缩的汁液饮品。也就是说，标注了NFC的果汁一般在配料表中不应该有水。 财联社记者在外卖平台搜索发现，部分好想来门店依然有相关产品在售，包括好想来甄选100%苹果汁和100%葡萄汁。 对此，万辰集团相关负责人对财联社记者表示，相关产品的下架工作正在进行中，将尽快完成在全部门店的下架。 万辰集团主营量贩零食业务和食用菌业务。2025年，旗下量贩零食业务实现营收508.57亿元，占公司整体收入的98.83%。截至2025年末，量贩零食门店达到1.83万家。 据万辰集团港股招股书，公司在2024年第四季度推出自有品牌产品线，包括聚焦核心品类，主打质价比的“好想来超值”，以及提供优质及差异化产品的“好想来甄选”，希望通过自有品牌建立差异化优势，提升消费者心智和品牌忠诚度。

007 First Light GeForce Game Ready Driver Released NVIDIA

格隆汇5月26日｜博通公司宣布推出BCM68850，这是业界首款集成NPU和Wi-Fi 8的50G ITU-PON家庭网关SoC。

Police responding to reports of a shotgun blast at a convenience store sounds like the opening of countless American crime movies, but when cops in Nebraska responded to a recent such call they found an unusual culprit: a dog. Local TV station KNOP News 2 reported that police in the town of Scottsbluff were called out to a local store recently after reports of a blast involving a shotgun. Upon arrival they found a truck with blast damage in one of its doors and a woman who had been struck in the arm by a pellet from a shotgun. However, investigation showed a canine cause behind the shooting when it was revealed the blast happened as the vehicle had pulled up to the store as a dog had been moving from one side of its back seat to another. Somehow, the dog had triggered the shotgun – which had a live round chambered – to fire, damaging the vehicle and striking a female passerby. The victim was taken to hospital though not seriously injured. It is illegal in Nebraska to drive with a loaded shotgun in your vehicle.

Cheniere Energy Partners ( CQP ) , a subsidiary of Cheniere Energy ( LNG ) , announced on Tuesday that it plans to raise funds via offering new Senior Notes due 2036 and 2056, subject to market conditions. The company said the net proceeds from the note offering may be used for general partnership purposes, including refinancing or repaying existing debt, funding capital spending, working capital, and other business opportunities. Moreover, a part of the proceeds may be used to refinance Sabine Pass Liquefaction’s 5.00% Senior Secured Notes due 2027. The new notes will carry the same payment priority as the company's current senior notes due between 2029 and 2035. Source: Press Release More on Cheniere Energy, Cheniere Energy Partners Cheniere Energy: The Market Is Missing The Bigger Picture Cheniere Energy, Inc. (LNG) Q1 2026 Earnings Call Transcript Cheniere Energy, Inc. 2026 Q1 - Results - Earnings Call Presentation Planned maintenance sends U.S. LNG export plant gas flows to 16-week low Earnings Scoreboard: 82% of firms post Y/Y earnings growth, 88% of S&P 500 reporting firms top EPS estimates

BalkansCat/iStock Editorial via Getty Images It was not an easy quarter for the Luxury segment. Our last update was before the escalation in the Middle East. Despite short-term share-price pressure, the equity story of Compagnie Financière Richemont SA ( OTCPK:CFRHF )( OTCPK:CFRUY ) remains solid with a plus 3.4% positive change (Fig. 1). The company released its yearly numbers on 22 May and is key to reporting them, given the full visibility on the performance. As a reminder, in the Q3 update, Richemont reported only the top-line sales evolution split by segment and geo, as well as the yearly guidance. Why do we consider the company overweight? For a reason that we believe is still valid: The jewelry category may fare better than the market's current negative expectations. Customer scrutiny of luxury goods' "value for money" is less aggressive in the jewelry category. Handbag prices have seen disproportionate increases in the last few years, with short-term saturation in the category. There is a price gap for Richemont to capture, and in this context, we continue to favor the company as the best play. This dynamic supported our long-held view of Richemont as the luxury outlier . Mare Ev. Lab Rating Update Fig 1 FY Results The company delivered a solid Q4, with quarterly sales of €5.4 billion, bringing the year-end total to €22.4 billion. In numbers, Richemont's turnover was up 11% on a constant FX basis and +5% on an actual exchange rate basis. At constant FX, Jewelry Maisons remained the key driver of sales growth (+14%). Specialist Watchmakers and Fashion & Accessories Maisons were also up by 1% and 3%, respectively. In 2026, the company's gross margin was also down due to US tariffs and customs duties in H2 2026. Going down to the P&L report, Richemont delivered a core operating profit of €4.5 billion, nearly in line with last year's result (€4.46 billion). This was due to higher COGS and lower margins in the Specialist Watchmakers segment (the division's core o...

Welcome back to Bloomberg’s Defense Monitor , a weekly rundown on the companies, geopolitics and finances of the future battlefield. Sign up now if you’re not already on the list. Details about a potential plan to open the Strait of Hormuz and end the war — or a concept of a plan, or a memorandum of understanding about negotiations to reach a plan — keep leaking out. So, too, does oil. Swiss trading house Lytton SA, for instance, bought Iraqi oil at an $18 discount to the price at the time, then managed to get it through the strait for a profit worth tens of millions of dollars. What’s keeping the strait closed? There’s Iranian missiles, of course, and a US blockade. But the central sticking point for negotiations is reportedly Iran’s nuclear program , which Tehran likes and the US does not. Whatever plan of action is reached, one hopes it is reached jointly and comprehensively. While the negotiations continue, the US carried out strikes against Iranian boats and missile launch sites. Pope Leo XIV said that AI technology should be “disarmed” to reduce its threat to humanity. The US has said it used AI to help plan its air campaign against Iran. And Russia is warning US citizens to leave Kyiv , saying that it is going to hit the city hard. It already did so over the weekend in strikes that killed and injured scores of Ukrainians. One of the weapons it used always catches attention: the Oreshnik missile, which is often treated as an unstoppable super-weapon, but in reality is just a repurposed system that was once considered a dead end, as you’ll see in the Breakout.... — Gerry Doyle Market Snapshot Lockheed Martin Corp $533.24 +2.0% Boeing Co/The $219.02 -0.3% Northrop Grumman Corp $555.58 +0.7% BAE Systems PLC £2,001.00 +0.4% RTX Corp $177.01 +0.6% Market data as of 09:25 AM ET. Data is subject to provider delays. Breakout The barrage of missiles and other long-range weapons that slammed into Kyiv over the weekend included a now-familiar name: Oreshnik . The Russian...

Image source: The Motley Fool. Tuesday, May 26, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Timothy Larson Chief Financial Officer — David McKinstray Director of Investor Relations — Ellen [Surname not stated] TAKEAWAYS Homes Sold -- 26,622 homes sold in fiscal year, a record since the IPO in 2018. -- 26,622 homes sold in fiscal year, a record since the IPO in 2018. Q4 Net Sales -- $621.3 million, rising 4.6%, described as above company expectations for the period. -- $621.3 million, rising 4.6%, described as above company expectations for the period. Manufacturing Capacity Utilization -- 59%, flat with the prior quarter and just under the 60% reported in the same quarter last year. -- 59%, flat with the prior quarter and just under the 60% reported in the same quarter last year. Manufacturing Orders -- Increased 7% year over year in Q4. -- Increased 7% year over year in Q4. Backlog -- Ended at $316 million, up $50 million or approximately 19% sequentially; average lead time remains 8 weeks. -- Ended at $316 million, up $50 million or approximately 19% sequentially; average lead time remains 8 weeks. Industry Comparison -- HUD industry shipments declined 9%, while company volumes were only slightly down low single digits in the same timeframe. -- HUD industry shipments declined 9%, while company volumes were only slightly down low single digits in the same timeframe. Captive Retail Mix -- 37% of consolidated sales, up from 35% a year ago. -- 37% of consolidated sales, up from 35% a year ago. Average Selling Price (U.S.) -- $98,600, increasing 4.6% due to higher multi-section home sales and increased pricing through company-owned retail. -- $98,600, increasing 4.6% due to higher multi-section home sales and increased pricing through company-owned retail. Canadian Segment -- Homes sold rose to 243 from 230, with accompanying year-over-year revenue growth attributed to higher volume and favorable FX. -- Homes sold rose to 243 from 230, with accompa...

财联社5月26日讯（编辑 冯轶） 今日港股行情回暖。截至收盘，恒生科技指数涨1.59%，恒生指数微跌0.03%，国企指数涨0.3%。 【恒指短线震荡整理 资金面交投放量】 盘面上，大型科网股涨跌分化，网易涨超4%，阿里、快手飘红，京东、美团、腾讯均收跌。 其他方向上，今日半导体板块做多情绪被彻底点燃，有色、煤炭、黄金等资源股表现活跃。 下跌的板块中，家电、餐饮、猪肉等消费股走势低迷，锂电、内银、地产股也出现明显调整。 整体上看，港股短线保持偏强震荡。今日恒指全天成交3594.76亿港元，资金交投放量。 沽空方面，今日总沽空金额335.18亿港元，相当于恒指成交额的9.32%，沽空占比跌至短线低点。 联想集团、中芯国际、华虹半导体沽空金额位居前三，分别为28.07亿港元、13.5亿港元、12.66亿港元。 【AI产业链再迎强力催化 地缘等宏观风险影响力攀升】 行情层面，今日各大板块仍是涨跌分化，华为提出“韬定律”引发市场关注，AI产业链继续演绎进攻性行情。 需要指出的是，刚刚过去的周末美伊被传即将达成协议，一度带动原油、美债利率大幅走低，也是市场情绪回暖的重要区动力。 另一方面，除地缘风险外，下半年美国中期选举、美联储政策等宏观不确定性也开始发酵。不少机构普遍认为市场风险偏好回摆时，红利资产的防御属性依然有效。 综合来看，随着港股一季报行情进入收官阶段，地缘风险等宏观因素的影响权重正再度走高。 【A股探底回升热点杂乱 机构关注消费股底部机会】 而A股市场则是探底回升，沪深两市成交额3.24万亿，较上一个交易日放量380亿。盘面上，市场热点较为杂乱，全市场超4000只个股下跌。 展望后市，东吴证券认为，港股科技板块最值得关注的核心点仍是AI硬件产业链的业绩兑现能力。 此外，尽管短期仍受制于宏观数据疲弱，但消费板块行业底部特征逐步显现，左侧布局的安全边际较高；同时煤炭、银行、电信运营商等板块具备防御属性。

Image source: The Motley Fool. Tuesday, May 26, 2026 at 9 a.m. ET Call participants Co-CEO — Eyal Sheratzky Chief Financial Officer — Eli Kamer Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenue -- $102.7 million, representing a 19% increase year over year and surpassing the $100 million quarterly milestone for the first time in company history. -- $102.7 million, representing a 19% increase year over year and surpassing the $100 million quarterly milestone for the first time in company history. Subscription revenue -- $75.4 million, marking 21% year-over-year growth and constituting 73% of total revenue. -- $75.4 million, marking 21% year-over-year growth and constituting 73% of total revenue. Product revenue -- $27.3 million, up 12% year over year; does not sum to total due to rounding. -- $27.3 million, up 12% year over year; does not sum to total due to rounding. EBITDA -- $26.7 million, increasing by 15% year over year and accounting for 26% of total revenue. -- $26.7 million, increasing by 15% year over year and accounting for 26% of total revenue. Net income -- $16.8 million, equivalent to 16.3% of revenue; diluted EPS reached $0.85, both up 15% over the comparable period. -- $16.8 million, equivalent to 16.3% of revenue; diluted EPS reached $0.85, both up 15% over the comparable period. Net subscriber additions -- 40,000 net new subscribers during the period, elevating the total to 2.67 million. -- 40,000 net new subscribers during the period, elevating the total to 2.67 million. Geography mix -- Israel generated 57% of revenue, Brazil contributed 22%, and the rest of the world accounted for 21%. -- Israel generated 57% of revenue, Brazil contributed 22%, and the rest of the world accounted for 21%. Cash flow from operations -- $18.2 million, reflecting ongoing profitability and strong cash generation. -- $18.2 million, reflecting ongoing profitability and strong cash generation. Net cash position -- $108 million in cash...

药捷安康-B公告，公司核心产品替恩戈替尼(Tinengotinib, TT-00420)联合新型内分泌治疗(NHT)用于经治后进展的转移性去势抵抗性前列腺癌(mCRPC)的II期临床试验，已于2026年5月25日获国家药品监督管理局(NMPA)批准。

Image source: The Motley Fool. Tuesday, May 26, 2026 at 7:30 a.m. ET Call participants Chairman and Chief Executive Officer — Weidong Luo Chief Financial Officer — Shan-Nen Bong Investor Relations — Christian Arnell Takeaways Total revenue -- RMB 93.3 million, reflecting 5% year-over-year growth during a seasonally slow quarter. -- RMB 93.3 million, reflecting 5% year-over-year growth during a seasonally slow quarter. Gross profit -- Reached RMB 66.3 million with 13% year-over-year growth, representing improved profitability. -- Reached RMB 66.3 million with 13% year-over-year growth, representing improved profitability. Gross margin -- Increased by 490 basis points year over year, marking the highest level in eight quarters. -- Increased by 490 basis points year over year, marking the highest level in eight quarters. GAAP net profit -- Achieved for the fourth consecutive quarter, indicating sustained bottom-line improvement. -- Achieved for the fourth consecutive quarter, indicating sustained bottom-line improvement. Developer services revenue -- Grew 15% year over year, but declined 6% quarter over quarter, driven primarily by subscription services. -- Grew 15% year over year, but declined 6% quarter over quarter, driven primarily by subscription services. Core developer subscription revenue -- Hit a historical high of RMB 64.9 million, up 21% year over year and 5% quarter over quarter. -- Hit a historical high of RMB 64.9 million, up 21% year over year and 5% quarter over quarter. EngageLab annual recurring revenue (ARR) -- Rose to $11.7 million, up 172% year over year for March 2026. -- Rose to $11.7 million, up 172% year over year for March 2026. EngageLab customer growth -- Added 223 new customers globally this quarter, raising the total to 1,864, a 120% year-over-year increase. -- Added 223 new customers globally this quarter, raising the total to 1,864, a 120% year-over-year increase. EngageLab recognized revenue -- Reported RMB 24 million, advancing 210% ye...

Source: Bloomberg, 0:00