河南省国资委通过超聚能平台持股31.38%，中移资本持股13.76%，员工持股资管计划持股7.98%。虽然华为已完全退出持股，但超聚变仍是华为生态链企业 【财新网】 AI产业链又一国产龙头冲刺IPO。5月22日，深交所网站显示，超聚变数字技术股份有限公司（下称“超聚变”）创业板IPO获受理，并披露首次公开发行股票并在创业板上市招股说明书（申报稿）。 招股书显示，超聚变本次拟公开发行股份不低于9781.35万股且不高于2.20亿股，占发行后总股本比例不低于10%且不高于20%。计划募集资金净额80亿元，据此估算，发行估值可达800亿元。 募资80亿元中，40.8亿元将投入新一代算力基础设施研发及产业化项目，20.3亿元用于超聚变智慧制造园区及研发中心项目，8.9亿元投向智能算力、AI及供电架构关键技术研发项目，另有10亿元用于补充流动资金。

格隆汇5月23日｜美国国务卿鲁比奥22日在瑞典赫尔辛堡出席北约外长会时说，美国与伊朗的谈判只有“些微进展”，一旦双方无法达成协议，恢复霍尔木兹海峡通航将需要“B计划”。他呼吁欧洲盟友参与这个计划。据德新社报道，鲁比奥在会议期间说，“我们都希望看到（美国）与伊朗达成协议，海峡恢复通航，但我们也要有‘B计划’”。鲁比奥说，如果伊朗拒绝通航，就要有应对措施，要有“B计划”。“美国可以单独行动”，但如果其他国家愿意参与，美国愿意接纳他们。据法新社报道，鲁比奥在会上说，美国总统特朗普对北约盟友在伊朗战事中支持不力感到“失望”。

伊朗伊斯兰革命卫队23日发布最新通报。通报指出，过去24小时内，共有25艘船只顺利通过霍尔木兹海峡。这些船只涵盖了油轮、集装箱船以及其他类型的商船，它们均已提前取得通行许可。伊朗革命卫队海军全程负责了协调工作，并为这些船只提供了安全保障。伊朗革命卫队海军在通报中特别强调了对该水域的掌控力。通报还指责美国军队在霍尔木兹海峡的行动破坏了地区安全。通报同时表示，尽管面临这些外部干扰，伊朗方面仍在稳步推进海峡的“智能管控”，并将继续坚决维护这一重要水道的航行安全。 (央视新闻)

格隆汇5月23日｜据央视，山西通洲集团留神峪煤矿瓦斯爆炸事故发生后，国家卫生健康委分管负责同志和有关司局同志赶赴现场指导应急救治调度，组织北京大学人民医院（国家创伤医学中心）创伤、重症科和中日友好医院呼吸科等开展多学科远程会诊，调派北京协和医院呼吸重症科、北京积水潭医院烧伤、创伤骨科3位专家赶赴现场支援参与救治，山西省卫生健康委第一时间调派山西医科大学第一医院、山西省第二人民医院等17名相关专家，并安排长治市调派86辆救护车，全力开展医疗救治工作。

While many people don't want to rush through time, many look forward to retirement, when they can put work either completely aside or on the back burner. In either case, retiring doesn't mean you have to quit earning money. If you claim Social Security before your full retirement age, however, you'll need to monitor how much you earn if you continue working, or you'll be subject to Social Security's retirement earnings test (RET). Every approaching retiree should be aware of the RET, but especially if you're retiring midyear, because it has different implications. How much can you earn before being subject to the RET? If you won't reach your full retirement age in 2026, the earnings limit is $24,480. Earning above that amount will reduce your benefits by $1 for every $2 you earn over it. For example, if you were to earn $10,000 over, your annual benefit would be reduced by $5,000. If you hit your full retirement age in 2026, the limit is $65,160. Earning above that amount will reduce your benefits by $1 for every $3 over that amount. For instance, going over the limit by $15,000 would reduce your annual benefit by $5,000. The annual limit is based on changes in the national average wage index, so they generally increase each year (with a couple of exceptions). Last year, the limits were $23,400 and $62,160, respectively. So, what happens if you retire midyear? Many people find themselves retiring midyear, having received months of paychecks and potentially exceeding the earnings limits. To assist people who retire midyear, the SSA uses a monthly limit rather than an annual one. This year, it's $2,040 per month if you're under full retirement age for all of 2026, and $5,430 if you reach full retirement age this year. The major difference between the monthly and annual thresholds is that your benefits aren't gradually reduced if you earn above the monthly limit -- it's a cliff. Earning even $1 above it generally means "losing" your check for the month. The same applie...

Key Points Investing in the market consistently over time can lead to millionaire status. You can supercharge your investments and minimize your risk by diversifying your ETFs. A curated investment portfolio offers the greatest chances of gains. 10 stocks we like better than Vanguard S&P 500 ETF › The earlier you invest in the stock market, the more time you have for your funds to grow and reach $1 million by the time you retire. But even if you start late, investing consistently can help you reach your retirement goals. Here are three general paths to millionaire status that can be customized to meet your specific needs and background. 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 » 1. Invest in the market The easiest way to become a millionaire by retirement is to invest in the market. There are multiple ways to do that, but the most popular is the Warren Buffett-approved S&P 500 exchange-traded fund (ETF). Berkshire Hathaway has had positions in two ETFs that track the S&P 500: the original State Street SPDR ETF (NYSEMKT: SPY), which was the first ETF created, and the Vanguard S&P 500 ETF (NYSEMKT: VOO), the largest ETF in the world, with more than $1.6 trillion in assets. The theory is that by investing in a fund that tracks the market, you benefit from market gains without having to do the work of picking stocks and sweating over their performance. It's also cheap, since ETFs that track the market generally have low expense ratios. The S&P 500 has gained an annualized average of around 11% for the past 40 years. Theoretically, you could have invested only in such an ETF (although that's only in theory, since these ETFs didn't exist 40 years ago) and already be a millionaire, depending on how much you invested monthly or annually. Here's an example. If you started your investment with $10,000 ...

格隆汇5月23日｜扬杰科技5月23日在互动平台回复投资者称，公司4月—5月各产线均满负荷运转，稼动率维持高位。

NVIDIA (NASDAQ:NVDA - Get Free Report) was downgraded by equities researchers at Zacks Research from a "strong-buy" rating to a "hold" rating in a research report issued to clients and investors on Thursday,Zacks.com reports. Other research analysts have also issued research reports about the stock. Evercore restated an "outperform" rating and set a $413.00 price target (up from $352.00) on shares of NVIDIA in a research note on Thursday. Wolfe Research restated an "outperform" rating and set a $275.00 price target on shares of NVIDIA in a research note on Thursday. Rosenblatt Securities restated a "buy" rating and set a $325.00 price target on shares of NVIDIA in a research note on Thursday. Jefferies Financial Group restated a "buy" rating and set a $300.00 price target (up from $275.00) on shares of NVIDIA in a research note on Thursday. Finally, The Goldman Sachs Group restated a "buy" rating and set a $285.00 price target (up from $250.00) on shares of NVIDIA in a research note on Wednesday. Three research analysts have rated the stock with a Strong Buy rating, forty-eight have assigned a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company has an average rating of "Buy" and a consensus target price of $303.27. Get NVIDIA alerts: Sign Up View Our Latest Stock Report on NVDA NVIDIA Trading Down 1.9% NASDAQ NVDA opened at $215.33 on Thursday. The company has a quick ratio of 3.24, a current ratio of 3.44 and a debt-to-equity ratio of 0.04. The firm has a market cap of $5.21 trillion, a PE ratio of 32.98, a price-to-earnings-growth ratio of 0.68 and a beta of 2.25. The company has a 50 day moving average price of $196.10 and a 200 day moving average price of $189.06. NVIDIA has a 52 week low of $129.16 and a 52 week high of $236.54. NVIDIA (NASDAQ:NVDA - Get Free Report) last posted its quarterly earnings data on Wednesday, May 20th. The computer hardware maker reported $1.87 EPS for the quarter, t...

Hong Kong developers sold most of the more than 120 new flats made available to homebuyers on Saturday as the local residential market continues its recovery on the back of improving China–US relations and talent flows into the city. By 12.30pm Saturday, Sun Hung Kai Properties (SHKP) had sold all 87 units on offer at the Lime Spark project in Tsuen Wan in the New Territories, with one buyer spending more than HK$40 million (US$5.1 million) to purchase six two‑bedroom units, according to Midland Realty and Centaline Property. Separately, Henderson Land Development found 19 buyers for the 35 units on offer at its Highwood Phase 2 project in To Kwa Wan, Kowloon, as of 4.50pm. Hong Kong’s property market has remained strong in May, with around 2,500 primary transactions expected for the full month,” said Louis Chan Wing-kit, chief executive of Centaline Property. He attributed the positive mood to improving China-US relations, solid economic data and Hong Kong government policies that encourage the inflow of talent and students to the city. Advertisement Chan was upbeat about the residential market for the rest of the year. SHKP’s latest round of sales followed two batches of sold-out units it launched at Lime Spark earlier this month. Advertisement In the latest round, Hong Kong’s largest developer by market capitalisation priced the units, with saleable areas of 361 sq ft to 364 sq ft, from HK$6.35 million to HK$7.29 million after discounts. Separately, at Henderson’s Highwood Phase 2, flats with sizes ranging from 265 sq ft to 512 sq ft, were priced from HK$5.43 million to HK$12 million after discounts.

The S&P 500 is up 8% year to date, driven by artificial intelligence (AI). For example, the Global X Artificial Intelligence & Technology ETF is up about 19% this year, outpacing the broader market. No one knows today whether the trend will boom and then bust, or stick around forever, but smart investors should make sure to diversify into other growth spaces, too. If you're looking for an excellent growth stock outside of AI and you have $500 to invest, consider Dutch Bros (BROS 2.65%). It could be the ultimate growth stock to buy with $500. It's fast-growing The first thing you want to see in a top growth stock is that it's growing. Dutch Bros has been growing rapidly since it went public five years ago, and growth has been accelerating. The growth is coming from a combination of new stores and higher comparable sales (comps). The comps piece was looking iffy for a while when inflation started rising, but the company has been able to get past that by keeping its prices low, increasing its brand awareness, and rolling out a new rewards program. Metric Q2 25 Q3 25 Q4 25 Q1 26 Revenue growth 28% 25% 29% 31% Comps growth 6.1% 5.7% 7.7% 8.3% It has tons of future opportunities A main component of the company's growth strategy is expansion. Dutch Bros had about 500 stores when it went public in 2021, and it doubled that in four years. It's looking to double again by 2029, reaching 2,029 stores. The company is already in 25 states as of the end of the first quarter, and it plans to enter more states and reach 7,000 stores over time. It's profitable A top growth stock should be profitable, since that's the basis of confidence that it can succeed in the long term. Dutch Bros has been reporting higher profits, with a 26% increase in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) in the first quarter, and net income of $23.7 million, up from $22.5 million last year. Expand NYSE : BROS Dutch Bros Today's Change ( -2.65 %) $ -1.42 Current Pric...

Workday’s NASDAQ: WDAY reported strong Q1 earnings and guidance, which should not be too surprising, as the AI-driven SaaS apocalypse isn’t quite what it was made out to be. Utility-providing platforms such as Workday are leaning hard into AI; AI applications are in increasing demand, and business is good. Workday Today WDAY Workday $128.14 +6.29 (+5.16%) 52-Week Range $110.36 ▼ $257.09 P/E Ratio 40.04 Price Target $189.48 Add to Watchlist For Workday, as evidenced by the post-release stock price action, a likely outcome is a stock price rebound, potentially including the full recovery of lost shareholder value. In this scenario, WDAY's stock price could return to the upper end of its long-term trading range, adding more than 100% to its stock price. Get Workday alerts: Sign Up Valuation metrics suggest the 100% stock price target is an easy reach. The company traded at only 11X its current-year outlook ahead of its recent earnings release, and the results were better than expected. Looking ahead, the longer-term forecasts are also likely to be cautious, placing this stock at only 7X its 2030 adjusted earnings per share (EPS). This could open the door to a 200% to 300% increase in the stock price over the next few years. The only thing WDAY needs to do is continue executing its strategy and grow in line with the outlook. Workday’s strategy is solid, comprising a multicloud/crosscloud ecosystem. While it doesn’t integrate directly with major AI models, its platform enables 3rd-party interaction, including the application of agentic AI. The company also provides numerous organic AI tools that help unlock enterprise value, including more than 120 proprietary AI models with specialized focus, the Agent Partner Network, and the Agent System of Record. The Agent Partner Network links WDAY platform tools with major service providers, including Amazon NASDAQ: AMZN, Microsoft NASDAQ: MSFT, and Alphabet NASDAQ: GOOGL, while the Agent System of Record integrates 3rd-party appl...

澳洲墨爾本有塑膠回收廠指，過多廢棄塑膠被運往海外，令他們未能取得足夠塑膠進行回收，希望聯邦政府取消豁免廢棄塑膠出口。 在墨爾本東南郊區的這間塑膠回收廠，現時每月回收約350噸塑膠垃圾，但希望將回收量增加一倍以上。 塑膠回收廠總監湯森說：「我們12月只能回收200噸(塑膠)，我們被迫要五名員工放假。」 廠房回收的塑膠垃圾，主要來自超市食品包裝的塑膠托盤，回收率高達約九成，經過分類、清潔等工序，再熔化成小顆粒，最終出售以製造塑膠產品，例如高速公路旁的隔音屏障等。 聯邦政府在2021年頒布出口可回收廢棄物禁令，涵蓋紙、輪胎及所有塑膠，但批出數十項豁免，給本地回收業時間建立產能。 業界指現時產能已能應付需求，希望政府取消廢棄塑膠出口豁免，讓廢棄塑膠留在本地進行回收。 澳洲回收委員會總裁圖姆布魯表示：「太多(塑膠)材料流往海外，剝奪了可在本地回收的能力，我們沒看到聯邦政府執行那些規定，意味當澳洲投資回收業時，會被規避規則的人搶走生意。」 聯邦環境部長瓦特回覆澳洲廣播公司查詢時指，當局有意逐步取消出口豁免政策，又強調會透過監測及執法，致力打擊非法出口廢棄塑膠。

自然资源部与中国气象局5月23日18时联合发布地质灾害气象风险预警：预计，5月23日20时至24日20时，湖北西南部、湖南西北部、四川东部、重庆西部和南部、贵州东北部、云南南部、西藏东南部、陕西西北部、甘肃东部、宁夏南部等地部分地区发生地质灾害的气象风险较高（黄色预警），其中，湖北西南部、湖南西北部局部地区发生地质灾害的气象风险高（橙色预警）。各级政府及有关部门按照应急预案做好地质灾害防御工作。请社会公众及时关注地质灾害气象风险预警信息，谨慎前往地质灾害预警区域。橙色预警区内高风险隐患点和风险区受威胁人员请根据当地防灾部门组织立即撤离前往附近避险安置点，临坡临崖临沟临水人员根据撤离信号及时撤离前往附近避险安置点；黄色预警区内人员，请随时关注预警信息变化，注意附近警示标志，避免在沟谷、斜坡、陡崖（坎）等高风险地带逗留。

2026年的天气变量，已经不只是气象新闻。国家气候中心4月监测预计，2026年5月进入厄尔尼诺状态，并在夏秋季形成一次中等及以上强度的厄尔尼诺事件，至少持续至今年年底。NOAA 5月预测也给出较高概率：2026年5月至7月发生厄尔尼诺的可能性在82%以上，持续到北半球冬季的概率为96%，11月发展成超强级别的概率超过30%。 国盛证券分析师徐文辉等在5月20日的报告中指出：“2026年的厄尔尼诺事件将对白糖、棕榈油、橡胶、棉花等农作物主产区造成气候扰动，或将推动上述农作物减产并进而推动价格提升。”同一条气候链条还会传导到国内夏季用电：北旱南涝、气温上行，可能推高火电发电量和动力煤需求。 最值得注意的不是“厄尔尼诺来了，商品就涨”这么简单。白糖还叠加了自身约6年的价格周期，2026年有周期底部迹象；棕榈油和天然橡胶往往不是立刻见顶，而是在ONI指数达峰后约4个季度、4-5个季度才出现价格高点；棉花则更受需求和库存约束，2023-2024年就出现过价格先于ONI达峰见顶的情况。 所以，历史区间最大涨幅不能直接外推成2026年的收益率。真正需要盯的是三件事：主产区天气是否转化为实质减产，减产是否进入库存和贸易环节，以及价格反应是否滞后兑现。 这轮厄尔尼诺的概率不低，强度还有尾部风险 厄尔尼诺的定义并不复杂：当NINO3.4指数3个月滑动平均的绝对值达到或超过0.5℃，且持续至少5个月，就可判定为一次厄尔尼诺事件。按峰值强度划分，0.5℃至1.3℃以下为弱事件，1.3℃至2.0℃以下为中等事件，2.0℃至2.5℃以下为强事件，2.5℃及以上为超强事件。 1980年之后，一共出现过13次厄尔尼诺事件，其中中等级别事件6次，超强事件3次。9次中等及以上强度事件的持续时间在7至19个月之间，基本都在北半球冬季达到峰值。 气候影响的方向也相对清晰：东南亚、澳大利亚更容易出现高温和干旱，森林火灾风险上升；中国更容易出现北旱南涝；南美洲和北美洲南部容易出现雨涝；北美洲中西部及东部更容易出现高温。 这解释了为什么农产品、火电、煤炭会同时进入观察名单。前者看供给扰动，后者看夏季电力需求。 白糖不是单纯天气交易，还踩在六年周期上 白糖是这次复盘中最特殊的一类资产。全球白糖产地主要集中在巴西、印度、欧盟、泰国和中国五大经济体，约占全球总产量60%。价格本身呈现较明显的6年完整周期特征。 过去三...

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Drugs, sex, scorpions, breakdowns … a summer trip in Greece goes diabolically wrong in the BBC’s immaculate new show that will give you a well-earned break from bad TV Hell is other people. But a fortnight’s summer holiday in a Greek island villa with three pals you have known since university, the young second wife of one of them, your depressive husband and the mulish French nanny the second wife has hired to look after her foul child, is surely the innermost circle of it. Such is the diabolical situation in which Zoe (Jessica Raine) finds herself in Two Weeks in August, an utterly convincing and wholly compelling – in an “if somebody doesn’t push at least three-quarters of these credibly appalling individuals into the sea soon then I will clamber through the screen and do it myself” kind of way, which is the best kind of way – blackly comic drama exquisitely written by Catherine Shepherd, immaculately directed by Tom George and Matthew Moore and perfectly played by the whole cast. Continue reading...

Fiction Fiction The Emperor of Gladness Ocean Vuong Ocean Vuong’s second novel is a 416‑page tour of the edgeland between aspirational fantasy and self-deception. It opens with a long slow pan over the fictional small town of East Gladness, Connecticut, beginning with ghosts that rise “as mist over the rye across the tracks” and ending on a bridge where the camera finds a young man called Hai –“19, in the midnight of his childhood and a lifetime from first light” – preparing to drown himself. Instead of jumping from the bridge, Hai crosses it, to be adopted on the other side by 82-year-old Grazina, a woman suffering mid‑stage prefrontal lobe dementia. He will become her proxy grandson; they will be each other’s support in a crap world. It will be a disordered but productive relationship. Grazina, born in Lithuania, “an old country, far away”, lives on a street known locally as the Devil’s Armpit, takes 14 pills a day, and always eats Stouffer’s Salisbury Steak for dinner. She needs a carer; Hai, a pillhead in remission but longing to be back in the arms of opioids, needs a more constructive narrative of himself. Between them they invent a role-playing game to bring her down from the destabilising hallucinations and insomniac panics of her disease. Then, as she sleeps, he quietly ransacks her cupboards for prescription medicines. This is a huge novel in terms of where it directs our attention: from gay self-discovery to the uses of fiction; from the industrial farming of animals to the drive to write yourself free of the parental experience. It’s heartbreaking, heartwarming yet unsentimental, and savagely comic all at the same time. M John Harrison £8.49 (RRP £9.99) – purchase at the Guardian bookshop Fiction Katabasis RF Kuang In Katabasis, hell is not a roiling pit of fire, it’s worse: “Hell is a campus.” Cambridge postgrads Alice Law and Peter Murdoch are here on a quest. They’re searching for their thesis supervisor, the recently deceased Professor Jacob Grimes. ...

The Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD) sends income to shareholders every month, with distributions rising roughly 23% in 2025 and 2026 monthly payouts climbing to around $0.208 per share, with a current 30-day SEC yield of 4.5%. The question is whether that income rests on a durable foundation or whether recent ... SPHD Pays Monthly Income Without Fail Since 2012; Here’s What Could Break the Streak

The earlier you invest in the stock market, the more time you have for your funds to grow and reach $1 million by the time you retire. But even if you start late, investing consistently can help you reach your retirement goals. Here are three general paths to millionaire status that can be customized to meet your specific needs and background. 1. Invest in the market The easiest way to become a millionaire by retirement is to invest in the market. There are multiple ways to do that, but the most popular is the Warren Buffett-approved S&P 500 exchange-traded fund (ETF). Berkshire Hathaway has had positions in two ETFs that track the S&P 500: the original State Street SPDR ETF (SPY +0.45%), which was the first ETF created, and the Vanguard S&P 500 ETF (VOO +0.40%), the largest ETF in the world, with more than $1.6 trillion in assets. The theory is that by investing in a fund that tracks the market, you benefit from market gains without having to do the work of picking stocks and sweating over their performance. It's also cheap, since ETFs that track the market generally have low expense ratios. The S&P 500 has gained an annualized average of around 11% for the past 40 years. Theoretically, you could have invested only in such an ETF (although that's only in theory, since these ETFs didn't exist 40 years ago) and already be a millionaire, depending on how much you invested monthly or annually. Here's an example. If you started your investment with $10,000 and added only $100 monthly, you'd have more than $1.3 million after 40 years. So if you started when you were 25, you could easily retire at 65 as a millionaire with no other investments. 2. Diversify through ETFs If you don't have 40 years to wait and you want to be a bit more aggressive in your investments, you can invest in growth ETFs that come with some more risk, but are still quite low-risk. Although many of them aren't as heavily diversified as those that track the S&P 500, if you invest in a few of them, you...

Representative Image “clear and serious breach” “I have not been provided with any acceptable explanation for this failure, which I regard as a clear and serious breach of the applicable procedural requirements.” “legal and reputation risks” “The decision by Mopac is disappointing. We need to modernise and use the very best technology available. We must be able to innovate at a faster rate than hostile states and organised criminals. For now, this decision prevents us using technology already available to the MoD, the NHS and other police forces,” Why London wants tighter scrutiny over Palantir and Met Police deal “even more important that robust processes are followed when awarding contracts as large as £25m a year”, “In general terms, what you’re allowing is these private companies to almost have a loss leader, so they give you a good deal or something for nothing for a short bit of time [and] you can become reliant upon them.” “Without new technology, delivered at pace, we will be forced to make further tough choices that cannot avoid reducing officer numbers, impacting our service to London and our ability to keep the capital safe,” “ramp up use of AI” “at pace and scale”. “We are proud of that work and stand ready to further support law enforcement across the UK,” “continue to pursue every avenue to resolve this issue swiftly”. London Mayor Sadiq Khan has blocked a proposed £50 million (nearly $67 million) contract between the Metropolitan Police and US technology company Palantir Technologies. For this, a dispute has reportedly emerged between the London mayor’s office and Scotland Yard. According to a report by The Guardian, Khan blocked the deal, citing concerns about procurement procedures and potential legal risks.The proposed agreement would have allowed the Metropolitan Police to use Palantir’s artificial intelligence tools to automate intelligence analysis in criminal investigations. However, the Mayor’s Office for Policing and Crime (Mopac), responsibl...

Key Points The Federal Reserve has cut interest rates six times since September 2024, after defeating the inflation crisis of 2022. However, oil prices are soaring because of the ongoing war between the U.S. and Iran, which just led to the highest inflation reading in three years. Wall Street thinks the Federal Reserve will start raising interest rates again, which could trigger a sharp decline in the stock market. 10 stocks we like better than S&P 500 Index › The Consumer Price Index (CPI) measure of inflation hit a 40-year high of 8% in 2022, which far exceeded the U.S. Federal Reserve's annualized target of 2%. As a result, the Fed aggressively increased the federal funds rate (the overnight interest rate) to put the brakes on a red-hot economy at the time. The policy worked because the CPI gradually moved closer to 2% in the years that followed, and the Fed has now cut interest rates six times since September 2024. But that progress is now in jeopardy because of the ongoing war in Iran, which has triggered a spike in energy prices. In fact, the CPI just increased at the fastest rate in three years, and Wall Street now believes an interest rate hike will be the Fed's next move. 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 » History suggests rising interest rates could spell trouble for the S&P 500 (SNPINDEX: ^GSPC) stock market index. Oil prices can significantly influence inflation The conflict between the U.S. and Iran led to the closure of the Strait of Hormuz, a critical waterway through which 25% of the world's seaborne oil supply transits every day. Despite a ceasefire and ongoing negotiations to permanently end the war, Iran continues to disrupt the Strait's commercial shipping lanes, so the price of a barrel of West Texas Intermediate oil is still trading above $100, roughly 85% higher...

卡塔尔首相兼外交大臣穆罕默德与伊朗外长阿拉格齐通电话，双方围绕地区和平努力进行了讨论。穆罕默德在通话中重申，全面支持旨在达成协议的努力。穆罕默德强调，各方必须积极响应这些努力，以实现该地区可持续的和平。他同时强调，航行自由是一个不容妥协的既定原则，封锁霍尔木兹海峡或将其用作施压筹码只会加深危机。 (央视新闻)

西部数据规划了ePMR与HAMR并行发展的五年技术路线图。 “我们的目标非常明确：让客户能够更轻松地释放数据的全部潜力。”在西部数据的客户创新日上，西部数据首席产品官 Ahmed Shihab表示，AI基础设施的本质正在发生根本性转变——它不再仅仅是算力的堆砌，而是一个庞大的长期数据系统。从模型训练、推理，到智能体AI和物理AI，每一种工作负载都在持续生产并不断累积数据。 AI数据流转的每一个环节对存储的需求都截然不同：数据采集阶段侧重容量，属于冷存储层；数据准备和训练看重性能与容量的平衡，通常置于温存储层；推理环节对性能要求极高，往往需要HDD（机械硬盘）和SSD（固态硬盘）共同构建温层或热存储层，如果想要解决KV缓存瓶颈、实现毫秒级数据加载，闪存会与大容量HDD形成高效的互补，确保数据的高速读写与稳定供给。 在这一流程中，HDD的重要性不言而喻。西部数据的调研显示，HDD占据了中国客户数据存储基础设施50%至超过75%的份额。高达90%的中国受访者认为HDD的首要优势在于总体拥有成本（TCO）。 作为机械硬盘领域的双寡头之一，西部数据正通过一系列技术创新来适应当下的市场需求。 比如想要在“软件栈不变”前提下维持带宽/容量比，西部数据为此推出了高带宽硬盘技术，通过多磁头在多个磁道同时进行读写，可在不增加功耗的前提下提供高达传统HDD 2倍的带宽，未来更可扩展至8倍。由于属于驱动器内部重构，客户无须修改软件。此外，双枢轴技术在独立枢轴上增加了第二组独立运行的执行器，通过缩小磁盘间距搭载更多磁盘，在3.5英寸硬盘内提供了高达2倍的顺序IO性能增益。这与以往牺牲容量且需大幅修改软件的双执行器设计截然不同。 为了进一步降低集成门槛，西部数据还宣布将推出智能软件层。 “我们不仅关注客户的短期需求，通常还会深入了解长期需求，以便掌握未来两到三年的情况。”Ahmed Shihab 表示。面对数据爆炸式增长，西部数据打破行业惯例，分享了一份跨度长达五年的技术发展路线图。 根据该路线图，西部数据将并行推进ePMR和HAMR两种技术路径：40TB UltraSMR ePMR HDD现已进入客户认证阶段；HAMR HDD容量正迈向100TB+，并持续推进与超大规模客户的技术认证。 正如西部数据财报会上所透露：采购订单的提前期是52 周，西部数据已经和主要的大客户签订了2027年和202...

格隆汇5月23日｜印度和加拿大自由贸易协定谈判定于5月25日至27日举行。

The numbers for full-year 2025 were generally solid across the board. Revenue increased to $34.64 billion in 2025, up 34.3% from $25.79 billion in 2024, GAAP net income more than doubled to $4.33 billion compared with $1.64 billion a year earlier, and free cash flow climbed from $2.4 billion to $5.52 billion, with the free cash flow margin widening from 9% to 16%, all within the span of one calendar year, according to AMD's Q4 2025 earnings release. Q4 on its own was unbelievable: $10.27 billion in revenue, a 34% year-over-year increase over the same quarter of the previous year, and $2.08 billion in free cash flow at a 20% margin for the period alone. The rise in cash generation is likely the quietest and most important part of the AMD tale. It is a true change in the earnings profile of the business as a fabless model has operating leverage as Data Center volumes ramp, not just headline revenue growth. AMD delivered Q1 2026 revenue of $10.3 billion, up 38% year-over-year and above the high end of its own guidance. Non-GAAP EPS came in at $1.37, beating consensus of $1.27 by a meaningful margin. Data Center revenue reached $5.8 billion, up 57% year-over-year, with operating income of $1.6 billion. Free cash flow hit a quarterly record of $2.6 billion, roughly tripling from a year earlier. Q2 guidance of $11.2 billion came in well above the $10.5 billion Street consensus, implying 46% year-over-year growth. The business is not merely executing. It is accelerating. Peel back the AI story and AMD is, at its heart, a fabless semiconductor company that designs chips but doesn't make them. Most of the company's production is contracted out to Taiwan Semiconductor Manufacturing Co. (TSM, Financial), giving it a capital-light business model in good times but real supply chain risk in bad ones. The entire product stack runs from EPYC server CPUs and Instinct AI accelerators at the high-end via data centers all the way down to Ryzen desktop and laptop chips on the consumer s...

A prospective owner of Advanced Micro Devices Inc. (AMD, Financial) at about $430 per share is in an odd spot. Shares are up some 70% year to date, the deal sheet now includes OpenAI and Meta Platforms Inc. (META, Financial), and the full-year 2025 results confirmed that the Data Center segment is producing real, growing revenue at genuinely improving margins. However, one of the more straightforward questions underneath all of that is what an investor is actually paying today, and what needs to happen for that price to be anything other than very hard to justify. What an owner actually owns Peel back the AI story and AMD is, at its heart, a fabless semiconductor company that designs chips but doesn't make them. Most of the company's production is contracted out to Taiwan Semiconductor Manufacturing Co. (TSM, Financial), giving it a capital-light business model in good times but real supply chain risk in bad ones. The entire product stack runs from EPYC server CPUs and Instinct AI accelerators at the high-end via data centers all the way down to Ryzen desktop and laptop chips on the consumer side, along with gaming consoles and embedded industrial applications. Q4 non-GAAP gross margins reached 57% and the company closed 2025 with $10.55 billion in cash and short-term investments against total debt of $3.22 billion. Those are some very good numbers for a business that seemed to be fighting for survival less than a decade ago. A quarter that removed any doubt AMD delivered Q1 2026 revenue of $10.3 billion, up 38% year-over-year and above the high end of its own guidance. Non-GAAP EPS came in at $1.37, beating consensus of $1.27 by a meaningful margin. Data Center revenue reached $5.8 billion, up 57% year-over-year, with operating income of $1.6 billion. Free cash flow hit a quarterly record of $2.6 billion, roughly tripling from a year earlier. Q2 guidance of $11.2 billion came in well above the $10.5 billion Street consensus, implying 46% year-over-year growth. The ...