Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)

France’s former prime minister Gabriel Attal said on Friday he would run for president next year when Emmanuel Macron steps down, becoming the second prominent centrist to challenge the far-right. “I can’t take this kind of French politics anymore, where it’s just 50 shades of managing decline,” said the 37-year-old, who was France’s youngest prime minister when he served in 2024. He announced his bid under a blazing sun in the southern village of Mur-de-Barrez – the kind of rural area where France’s centrists hope to strengthen their performance against the far-right National Rally (RN) party. General Secretary of French centrist party Renaissance Gabriel Attal (middle) has lunch with members of his team and supporters after announcing his candidacy for the 2027 presidential elections during a visit to the village of Mur-de-Barrez in southwestern France on Friday. Photo: AFP Attal joins a crowded field of candidates, including 55-year-old Edouard Philippe, an experienced centre-right former prime minister, and hard-left firebrand Jean-Luc Melenchon, 74. Advertisement The RN party is banking on its best chance yet at winning power next year, with either Marine Le Pen, or Jordan Bardella, 30, running for the country’s top job. The newest presidential candidate, an openly gay Parisian educated in top schools, made history when he became France’s youngest ever prime minister at the age of 34. Advertisement His meteoric rise in politics has drawn comparisons with Macron, who was 39 when he won the Elysee Palace in 2017, becoming France’s youngest head of state since Napoleon. Attal will turn 38 next March, just ahead of the presidential election scheduled for April.

AMD CEO Highlights Surge in CPU Demand Amid AI Boom GuruFocus

Nvidia (NVDA) Set to Showcase Advanced Vera CPUs at COMPUTEX 202 GuruFocus

Drive slower, go electric, don't drive at all? The best options for saving gas toggle caption Justin Sullivan/Getty Images North America The national average for a gallon of gasoline is $4.55, according to AAA; that's a four-year high, unwelcome news for drivers as the U.S. heads into one of the busiest travel weekends of the year. AAA estimates a record 45 million Americans will travel this weekend, despite high prices for gasoline, diesel and jet fuel. Loading... Gasoline prices have been elevated since the start of the war in Iran, and there's no sign of relief on the horizon. High prices are angering voters and straining household budgets. Sponsor Message In California, which has the highest gasoline prices in the nation, Gov. Gavin Newsom is openly feuding with the oil giant Chevron, discouraging Californians from filling up at its stations. Chevron and the state have been in a tense relationship for years; Chevron moved its headquarters out of California in 2024 after complaining about state and local regulations, and is currently buying oil shipped through an offshore pipeline that California has attempted to keep shut down. In the latest salvos, Chevron has posted placards at California gas stations blaming state policies for the high prices, while Newsom's office is telling Californians they can get cheaper gas at unbranded stations. But where does all this leave drivers? Despite high prices, most Americans are unwilling, or unable, to give up on driving. Americans have been logging more miles since the war with Iran started, according to the analytics company Arity, which tracks driving habits. What can you do to cut costs? We asked the experts for ideas. Drive smoothly. Pay less The key to getting the most miles out of each gallon is driving efficiently. That means smooth acceleration, soft braking and slowing down. Underinflated tires, heavy boxes in the back seat and an unused ski or luggage rack on the top of the vehicle can also make it less fuel effi...

Shares of chipmaker Advanced Micro Devices (AMD +4.32%) have been on a tear in 2026. As of this writing, the stock has more than doubled year to date and nearly quadrupled over the past 12 months. The latest leg of the rally followed AMD's first-quarter earnings report in early May, when revenue growth accelerated and free cash flow more than tripled year over year. Additionally, management's guidance for the current period was impressive. With shares now near record highs, the question is whether new money should still go to work here. After all, the business is firing on all cylinders, with surging demand for artificial intelligence (AI) infrastructure pushing the company's data center business to new highs. But the stock's valuation arguably reflects this -- and then some. So, is AMD stock still a buy? A clear acceleration in the AI story AMD's first-quarter revenue rose 38% year over year to $10.3 billion, easily clearing the company's own forecast of about $9.8 billion at the midpoint. This was an acceleration from 34% growth in the fourth quarter and 36% in the year-ago period. And it gets better. The chipmaker guided for second-quarter revenue of about $11.2 billion, implying growth of about 46% year over year. That would mark a further step-up in pace. The data center segment, which sells AMD's EPYC server chips and Instinct AI accelerators, is the clear engine for AMD these days. This segment's revenue jumped 57% year over year to $5.8 billion -- up from 39% growth in the prior quarter. And now the key segment accounts for more than half of total revenue. Importantly, profitability and cash generation have followed. AMD's Non-GAAP (adjusted) earnings per share rose 43% to $1.37. And free cash flow more than tripled to a record $2.6 billion, lifting the free cash flow margin to 25% from just 10% a year earlier. Further, the company's recent customer wins have been needle movers. In February, AMD and Meta Platforms unveiled a multi-year arrangement covering u...

After a Q1 Blowout and a Soaring Share Price, Is AMD Stock Still a Buy? Yahoo Finance

On May 21, 2026, Access Investment Management disclosed a new position in PVH (PVH +0.44%), acquiring 107,950 shares—an estimated $7.09 million trade based on quarterly average pricing. What happened According to an SEC filing dated May 21, 2026, Access Investment Management established a new position in PVH by acquiring 107,950 shares. The estimated transaction value was $7.09 million, calculated using the average unadjusted closing price for the quarter. At quarter-end, the PVH stake was valued at $7.53 million, reflecting both the new shares and price changes during the period. What else to know This was a new position for the fund, representing 2% of 13F reportable assets under management as of March 31, 2026. Top holdings after the filing: NYSE: JBL: $31.07 million (8.3% of AUM) NYSE: URI: $23.26 million (6.2% of AUM) NYSE: SF: $15.80 million (4.2% of AUM) NYSE: APO: $15.76 million (4.2% of AUM) NYSE: SON: $15.68 million (4.2% of AUM) As of May 21, 2026, PVH shares were priced at $86.71, up about 5% over the past year and underperforming the S&P 500, which is instead up about 27%. Company overview Metric Value Revenue (TTM) $8.95 billion Net income (TTM) $25.30 million Dividend yield 0.17% Price (as of market close May 21, 2026) $86.71 Company snapshot PVH offers a diversified portfolio of apparel and accessories, including dress shirts, sportswear, jeans, underwear, handbags, footwear, and fragrances under brands such as Tommy Hilfiger, Calvin Klein, and others. The firm generates revenue through a mix of wholesale distribution, direct retail (full-price and outlet stores), concessions, and digital commerce channels across approximately 40 countries. It targets a global customer base spanning men, women, and children, with products positioned for both premium and mass-market segments. PVH is a leading global apparel manufacturer with a broad brand portfolio and significant international reach. The company leverages its owned and licensed brands to capture mark...

格隆汇5月22日｜美股市场AI芯片股多数上涨，其中，高通涨近9%，AMD涨3%，恩智浦、IBM涨超2%，英特尔涨超1%

QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks On May 18, Melius Research raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $170. It reiterated a Hold rating on the shares. The firm said that while “nothing really emerged as incrementally good from Trump going to China,” it was feeling “incrementally good” about memory and AI semiconductor companies. The analyst raised long-term estimates and price targets for all of the firm’s Buy-rated “bottleneck stocks.” These included Micron, Sandisk, AMD, Intel, and Marvell. The firm also said it still believes semiconductor companies will continue taking market value, or at least more upside potential, from traditional software firms and other non-chip companies within the Magnificent Seven over the long term. Earlier, on May 13, Freedom Broker downgraded Qualcomm to Hold from Buy while raising its price target to $200 from $165. The firm described Qualcomm’s fiscal Q2 report as mixed and said the company’s fiscal Q3 outlook was “disappointing across the board.” Freedom Broker expects Qualcomm’s handset segment revenue to decline nearly 15% in fiscal 2026, followed by another 16% drop in 2027. QUALCOMM Incorporated (NASDAQ:QCOM) develops and commercializes foundational technologies for the wireless industry. Its business includes 3G, 4G, and 5G wireless connectivity, along with high-performance and low-power computing technologies, including on-device artificial intelligence. While we acknowledge the potential of QCOM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 1...

QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 High Quality Stocks to Buy According to Hedge Funds. Melius Research Raises Qualcomm (QCOM) Price Target, Sees More Upside in AI Semiconductor Stocks On May 18, Melius Research raised its price recommendation on QUALCOMM Incorporated (NASDAQ:QCOM) to $220 from $170. It reiterated a Hold rating on the shares. The firm said that while “nothing really emerged as incrementally good from Trump going to China,” it was feeling “incrementally good” about memory and AI semiconductor companies. The analyst raised long-term estimates and price targets for all of the firm’s Buy-rated “bottleneck stocks.” These included Micron, Sandisk, AMD, Intel, and Marvell. The firm also said it still believes semiconductor companies will continue taking market value, or at least more upside potential, from traditional software firms and other non-chip companies within the Magnificent Seven over the long term. Earlier, on May 13, Freedom Broker downgraded Qualcomm to Hold from Buy while raising its price target to $200 from $165. The firm described Qualcomm’s fiscal Q2 report as mixed and said the company’s fiscal Q3 outlook was “disappointing across the board.” Freedom Broker expects Qualcomm’s handset segment revenue to decline nearly 15% in fiscal 2026, followed by another 16% drop in 2027. QUALCOMM Incorporated (NASDAQ:QCOM) develops and commercializes foundational technologies for the wireless industry. Its business includes 3G, 4G, and 5G wireless connectivity, along with high-performance and low-power computing technologies, including on-device artificial intelligence. While we acknowledge the potential of QCOM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 1...

SoundHound AI SOUN is strengthening its position in the fast-growing conversational and agentic AI market, and its rapidly expanding pipeline could become a major long-term growth driver for the stock. The company’s first-quarter 2026 results highlighted accelerating enterprise demand across automotive, restaurants, healthcare, financial services and telecom markets. Pipeline growth matters because it reflects future revenue visibility and expanding customer adoption. SoundHound reported first-quarter revenues of $44.2 million, up 52% year over year, while its core automotive and IoT AI business surged 88% excluding acquisitions. Management also emphasized “massive pipeline” growth across several verticals during the earnings call. Importantly, the company is seeing traction with large enterprise customers. During the quarter, SoundHound signed new deals with major banks, insurers, utilities, healthcare providers and automotive manufacturers. It also expanded relationships with several existing customers, including a Fortune 100 insurance company and global technology firms. Another major catalyst is the planned acquisition of LivePerson. The deal is expected to significantly expand SoundHound’s enterprise footprint, adding hundreds of long-tenured customer relationships and strengthening its omnichannel AI capabilities across voice, chat and messaging. Management believes the combined business could eventually unlock a $500 million revenue opportunity from the existing customer base alone. Meanwhile, the launch of OASYS, SoundHound’s self-learning agentic AI platform, could further accelerate pipeline conversion by reducing deployment times and improving customer ROI. Although SOUN stock remains volatile and profitability challenges persist, expanding enterprise adoption and a growing pipeline suggest SoundHound is building a stronger long-term AI platform business. SOUN’s Competition in Conversational AI Remains Intense SoundHound faces intense competition from la...

Meta has quietly released a new standalone app for Facebook Groups, called “Forum.” The company seems to be positioning Forum as a platform that functions similarly to Reddit, describing the app as a “dedicated space built for deeper discussions, real answers and communities you care about.” The app appears to have been first spotted by social media consultant Matt Navarra. After you sign in with your Facebook account, Forum will load in your groups, profile and activity, and let you make posts with a nickname, just like on the standard Facebook app. Meta noted that your groups still exist on Facebook, and anything you share on Forum will be visible in your groups on Facebook. Meta says Forum’s feeds are centered on conversations within groups, allowing users to see “what real people are saying, not just what’s trending,” and making it easy to pick up where they left off. The app includes an AI-powered “Ask” tab that lets users ask questions and receive answers compiled from discussions across different groups. There’s also an admin AI assistant to help administrators manage groups and moderate content. This isn’t the first time Meta has launched a standalone app for groups. Back in 2014, the company rolled out a dedicated Groups app that aimed to make it easier for users to share content across groups, but that effort was shuttered in 2017. Forum is one of two new apps from Meta in recent weeks. Last month, the social media company rolled out a new app called Instants that lets users share disappearing photos with Instagram friends. Instants and Forum come amid a broader effort at Meta to release more apps. The Wall Street Journal reported a few weeks ago that CEO Mark Zuckerberg told employees that with AI-driven efficiencies allowing the company to build more apps, the social media giant now aims to roll out many more apps than it has historically. Referring to Meta’s chief product office Chris Cox, Zuckerberg reportedly said, “So Chris and I have been talking ab...

文章提及标的 伦敦银 -- 现货白银跌超2%，现报75.09美元/盎司。

作者：迈克・温特斯 不少购房者认为办理固定利率房贷就能锁定住房开支，但敲定月供后，水电杂费、房产税、房屋保险、维保修缮等持续性额外花销仍会持续上涨。 房产资讯平台克莱弗地产 2026 年 3 月调研分析显示，美国房主每年房贷以外的住房相关开销平均达 23686 美元。若计入小区物业费，年均花费将近 2.8 万美元，已然超过约 2.5 万美元的年均房贷还款额。 服务平台乔伯 2026 年 5 月针对千名房主开展的另一项调查显示，六成新晋购房者表示实际持房成本远超预期。 独立广场顾问公司注册理财规划师兼首席投资官扎卡里・米诺尔表示：“购房者最容易犯的误区，就是片面理解固定房贷的含义。房产税与房屋保险费用并不固定，这类支出通常能占到住房总开销的两成以上。” 年均各项住房额外开支明细 水电燃气费：7679 美元 房屋日常维护：5162 美元 小区物业费：4196 美元 房屋翻新改造：3929 美元 房产税：3580 美元 房屋保险费：3336 美元 水电、税费及保险费用参考联邦政府与公用事业行业数据；物业费、维保和装修费用取自本次千名房主自主上报数据。 并非所有房主每年都会产生全部项目花销，但多数持房相关费用，在房贷金额确定后依旧具备涨价可能性。 固定房贷不等于住房总成本一成不变 近期多项非房贷住房开支持续走高。 居民消费价格指数显示，4 月家庭能源费用同比上涨 6.5%，大幅高于 3.8% 的整体商品服务通胀水平。 房屋重建成本攀升，加之飓风、洪水、山火等气候灾害风险加剧，推动房屋保险费用大幅上涨。保险比价平台数据显示，2025 年美国房屋年均保费上涨 12%，2026 年预计再度上调 4%。 房产税同样逐年递增。房产数据分析机构数据统计，2025 年独栋住宅房产税平均涨幅达 3.7%。税费与保费均和房屋估值挂钩，而房价长期整体呈上行趋势。 纽约注册理财规划师托马斯・拉弗特称：“房屋日常使用成本受通胀、地方税收政策、保险行情、人工建材价格、能源售价以及气候风险多重因素影响。购房者切勿将固定月供等同于固定住房预算。” 马里兰州理财规划师杰弗里・贾奇提醒，若仅依据月供上限透支预算购房，入住后极易陷入财务压力。 他举例，曾有客户顶着贷款额度上限买房，月供尚且能够承担，但高额房产税、续保保费暴涨 22%，加之入住仅八个月热水器故障维修，多重支出叠加让家庭财务不堪重负，日常收支勉强...

格隆汇5月22日｜据沙特媒体哈达斯Alhadath，高级外交消息人士表示，如果华盛顿与德黑兰达成谅解，将以“一页纸协议”的形式呈现。华盛顿与德黑兰之间的协议很可能被命名为“伊斯兰堡宣言”。如果华盛顿与德黑兰达成协议，将在规定的时间框架内进行全面谈判。此次谈判，伊朗方面的团长依旧是伊朗议会议长卡利巴夫。

*ST华嵘公告，公司于2026年5月22日收到上海证券交易所决定终止公司股票上市的通知。由于2025年度净利润为负且营业收入低于3亿元，公司股票触及终止上市条件。根据相关规定，公司股票将于2026年6月1日进入退市整理期，预计最后交易日期为2026年6月22日。退市整理期间，公司股票将在风险警示板交易。公司股票终止上市后，将转入全国中小企业股份转让系统进行股份转让。公司将尽快安排相关转让事宜，以确保股票在摘牌后45个交易日内可以转让。

深化两地在经贸投资、教育科技、城市治理、人文旅游等领域交流合作，实现更高水平的互利共赢。 上海市市长龚正今天（5月22日）会见了新加坡国务资政李显龙。 龚正代表上海市人民政府对李显龙到访上海表示热烈欢迎。他说，中国和新加坡互为友好近邻和重要合作伙伴，上海是中新友好交往的重要纽带。沪新理事会成立7年来，双方密切合作，取得积极成效。国际环境越是复杂多变，越要深化交流合作。上海作为中国最大的经济中心城市，正在积极推进高水平对外开放，加强国际合作。我们将认真落实两国重要共识，更好发挥地方合作优势，为中新关系发展作出上海的积极贡献。希望继续用好沪新理事会平台，深化两地在经贸投资、教育科技、城市治理、人文旅游等领域交流合作，实现更高水平的互利共赢，为两地民众谋取更大福祉。期待双方持续打造一流营商环境，支持双方企业到对方投资兴业，共享发展机遇，实现共同成长。 李显龙说，很高兴时隔一年半再次访问上海。这座城市充满活力，并在科技创新等重要领域快速发展，取得了显著成绩。在同驻沪工作的新加坡商业人士交流时，我感受到他们对上海的未来发展前景充满信心。当今世界面临诸多不确定因素，无论国际形势如何变化，相信新加坡与中国仍会持续拓展合作，不断增进友谊。沪新理事会成立以来，两地开展了广泛合作，期待未来继续依托这一合作机制深化各领域务实合作，实现共赢发展，更好惠及两地民众。 新加坡驻华大使陈海泉参加会见。

Tara Malhotra/iStock via Getty Images Introduction Nebius ( NBIS ) is one of the hottest tech stocks in the market, an AI infrastructure company aiming to develop into a major hyperscaler. Nebius CEO Arkady Volozh spoke to this vision in remarks during the Q1 2026 earnings call posted on Seeking Alpha: “We have had a great start to the year. We're building an AI-native hyperscaler...we are developing it across 4 dimensions. The first is capacity and scale; second, product and functionality; the third dimension is customers and demand; and finally, capital, our fourth dimension. All our focus is on execution across all 4 of these dimensions.” I will expand on the four dimensions in the Nebius Business Case section that follows. A quick refresher on what a hyperscaler does : “A hyperscaler is a large-scale cloud service provider that offers vast computing, storage, and networking resources through a distributed infrastructure of interconnected servers and software. These companies...rapidly scale their resources up or down to meet the demands of millions or even billions of users.” I think many people consider 'Mag7' to be synonymous with 'hyperscaler', but they are not. Nebius is working diligently to become a major hyperscaler through its ‘ four dimensions’ strategy that Arkady Volozh elaborates on the call . The Nebius CEO expresses high confidence in a methodology that identifies company initiatives and actions within the 'dimensions' framework. Nebius is building hardware and software infrastructure systematically. Its evolving AI Cloud stack is dependent on the availability of GPUs, which is essentially guaranteed through the strategic alliance with Nvidia ( NVDA ). Nebius is creating data centers across the continents and contracting for the power that drives them. CEO Volozh details the growing platform rising on this infrastructure: “Our platform is most efficient when we own the full stack, and we are building towards that. Our owned contracted capacity now ...

格隆汇5月22日｜受伊朗战争影响，美国5月份消费者信心指数跌至历史最低点，长期通胀预期也显著恶化。数据显示，密歇根大学5月消费者信心指数终值降至44.8，消费者预计未来五到十年物价年化增速为3.9%，高于4月份的3.5%，创七个月来新高。他们还预计未来一年物价将上涨4.8%。汽油价格持续徘徊在2022年以来的最高水平附近，这加剧了美国人对生活成本上升以及未能达成结束战争协议的担忧。通货膨胀对家庭预算的影响，尤其是对低收入消费者而言，给未来的消费前景带来了风险。调查的负责人Joanne Hsu表示：“生活成本问题依然是人们最为关注的首要问题，57%的受访者主动指出，高昂的物价正在侵蚀他们的个人财务状况，这一比例较上个月的50%有所上升。”他表示：“关键在于，消费者似乎担心通货膨胀不仅会蔓延至燃料价格之外的其他领域，而且这种上涨趋势甚至会持续到未来很长一段时间。”