核心要点 智能编程工具热度暴涨，服务器承压，GitHub 今年频繁出现服务中断问题。 GitHub 向 微软 Azure 云平台迁移进度缓慢，算力受限，用户体验不佳。 在 AI 编程市场， GitHub Copilot 已被 Cursor 等新兴竞品赶超。 微软首席执行官纳德拉 微软 2018 年斥资 75 亿美元收购 GitHub，依托这款普及率极高的代码托管平台，原本具备抢占智能编程赛道的全部优势。 但接连不断的宕机故障、管理层人事变动，叠加 Cursor、安索帕克劳德代码工具等新兴产品快速崛起，GitHub 在生成式 AI 领域的先发优势不断流失，也给微软首席执行官纳德拉整顿集团 AI 业务布局增添新难题。 近数月 GitHub 稳定性频发问题， 思科 等大型企业均受到影响，业内知名开发者也纷纷对此诟病。哈希公司联合创始人米切尔・桥本上月发文直言，GitHub 频繁每日数小时无法正常访问，已然难以支撑正规开发工作。 本周三早些时候，GitHub 曝出安全事件，员工设备遭入侵，攻击者窃取约 3800 个平台自有代码库。 不少企业开始物色代码管理与部署替代平台，市面上可选产品包括极狐 GitLab、 亚马逊 、阿特拉斯安等相关服务。软件开发企业哈尼斯首席执行官表示，企业客户对此顾虑重重，越来越多机构主动考察替换方案。 纳德拉执掌微软十二年间，带领公司成功转型云计算业务，成绩斐然，但 AI 时代的发展挑战更为严峻。生成式 AI 热潮已迈入第四个年头，微软早期凭借重金投资 OpenAI、雄厚云基建占据有利地位，如今却难以确立清晰竞争定位。 微软大力推广副驾驶智能编程工具，但相关 AI 产品与服务未能充分打动用户，公司年内股价下跌 13%，表现落后于其他科技巨头。 GitHub 原本是微软面向开发者的天然优势阵地，平台开发者数量已是八年前收购时的六倍。企业消费数据显示，在开发运维市场中，GitHub 市场规模远超 GitLab；开发者调研也显示，它仍是团队协作与代码文档编辑最主流工具。 智能编程兴起后，代码托管平台使用量大幅攀升，智能体 AI 有效提升开发者工作效率。纳德拉曾透露，GitHub 用户规模创下历史新高，每秒新增一名开发者，总量达到 1.8 亿，代码仓库创建、代码修订审核数量也同步提速。 纳德拉在四月财报电话会上表示，智能编程普及带动平台用户空前增长，团队正...

Amd stock hits all-time high at 469.87 usd By Investing.com Investing.com South Africa

富途控股、老虎证券低开超30% 2026-05-22 21:32:57 来源： 同花顺7x24快讯 分享 文章提及标的 富途控股 -- 老虎证券 --

美国咨询机构认为AI所引发的“裁员潮”或许即将到来；在国内招聘市场，企业仍亟需AI顶尖人才，想跳槽的职场人倾心AI相关的工作，在职的人员担心自身岗位的前途

Alex Potemkin Sweetgreen’s ( SG ) brand transformation is gaining steam, says J.P. Morgan’s Rahul Krotthapalli, and management’s embrace of menu innovation, elevated operating standards, and better-quality food earns the restaurant chain an upgrade to Overweight from Neutral and a 62% hike to its price target to $13. This represents 44% upside to Thursday’s close. “Previous iterations of strategy seemed to rely on heavy technology,” Krotthapalli says, noting that the company’s Spyce robotic assembly was best at solving a peak hour capacity problem that rarely existed at the company’s restaurants. Instead, management has now shifted its focus to broad retraining of operations-level staff and a much more aggressive adoption of new products people actually want to eat. “Maintaining the highest ingredient and process integrity is possible while better rationalizing/standardizing both supply chain and in-store operations.” And under a new chief commercial officer, Sweetgreen ( SG ) is re-establishing “the coolness factor” of the brand by taking a fundamentally different approach to how the company invests in its brand. “Sweetgreen wants to be a premium, aspirational, and affordable—but not a luxury brand,” evidenced through its new wraps. “Early results are encouraging: wraps are already appearing in a meaningful share of social content tagging Sweetgreen with ~85% positive sentiment, and the 18-35 demographic cohort showing improved engagement,” Krottapalli says, noting that menu innovation and expansion remain key to creating the opportunity for “permissible indulgence.” Investors seem to have taken note of the company’s transformation as well. Since reporting first-quarter results , Sweetgreen ( SG ) shares have pierced resistance at the 100- and 200-day moving averages (the first time in nearly 18 months) and erased the year-to-date loss to achieve a YTD gain of 33% versus 9% for the S&P 500. Shares opened more than 17% higher. More on Sweetgreen Sweetgreen: Still To...

标普500指数涨0.4%，纳指涨0.4%。量子计算股普涨，Rigetti Computing涨约5%，IBM涨约3%，Quantum Computing涨约5%，D-Wave Quantum涨约5%。纳斯达克中国金龙指数跌2.2%，老虎证券跌约31%，富途控股跌约35%，蔚来跌7.5%，房多多跌约16%，拼多多跌约4%，阿里巴巴跌约3%，京东跌约3%。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

以色列当局已经对本-格维尔的出格举动作出切割，内塔尼亚胡表态称，此举“不符合以色列的价值观和规范” 资料图：以色列国家安全部长本-格维尔（Itamar Ben-Gvir）。图：视觉中国 【财新网】 以色列对欲向加沙地带运送物资的活动人士加以拦截和扣押的举动，和以色列国家安全部长本-格维尔（Itamar Ben-Gvir）在视频中对被扣活动人士的虐待羞辱，引发了国际社会的广泛谴责，以色列总理内塔尼亚胡亦罕见地批评了本-格维尔的行为。 在加沙地带遭到以色列持续封锁之际，亲巴勒斯坦活动人士在2025年7月成立的“全球坚韧船队”（Global Sumud Flotilla）于当地时间5月14日派出超过50艘船只，从土耳其启航，向加沙地带运送援助物资。来自40多个国家的430名活动人士参与了此次行动。

This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD) said on Thursday it will invest more than $10 billion across Taiwan's semiconductor ecosystem to deepen partnerships and expand advanced packaging capacity for future AI infrastructure. AMD said the move is meant to help meet rising compute demand and speed deployment of next-generation systems. AMD said the effort will involve ODM partners Sanmina, Wiwynn, Wistron and Inventec, which are helping build Helios-based systems powered by Instinct MI450X GPUs, 6th Gen EPYC CPUs, networking gear and the ROCm software stack. AMD said the work is intended to move the platform from design into high-volume manufacturing. AMD also said it is working with Taiwan-based ASE and SPIL, along with other partners, to qualify next-generation wafer-based 2.5D bridge interconnect technology. AMD said the architecture, called EFB, is designed to improve bandwidth and power efficiency for its Venice CPUs. AMD said Helios rack-scale platform deployment remains on track for the second half of 2026.

AMD Stock Investors Just Got $10 Billion News TradingView

格隆汇5月22日丨摩根大通将富途控股目标价从300美元大幅降至87美元，评级从“增持”下调至“中性”。

当地时间22日，黎巴嫩卫生部发表声明称，自今年3月2日黎以战火重燃以来，以色列对黎巴嫩的军事行动已造成3111名黎巴嫩民众死亡，9432人受伤。(央视新闻) 免责声明： 风险提示：本文内容仅供参考，不代表同花顺观点。同花顺各类信息服务基于人工智能算法，如有出入请以证监会指定上市公司信息披露平台为准。如有投资者据此操作，风险自担，同花顺对此不承担任何责任。

News highlights : Micron starts manufacturing of 1α (1-alpha) DRAM, the most advanced memory ever produced in the United States, at its Manassas, Virginia, fab, supporting American memory production for critical industries including automotive, defense and aerospace, industrial, networking and medical devices Micron's 1α node, the world's most advanced DDR4 technology, will quadruple the company's DDR4 wafer supply in Manassas, reinforcing a secure domestic source of long-lifecycle DDR4 and LP4 memory for customers Micron Chairman, President and CEO Sanjay Mehrotra hosts an event today at the Manassas site to celebrate the achievement, with remarks delivered by U.S. Secretary of Commerce Howard Lutnick, U.S. Trade Representative Ambassador Jamieson Greer, U.S. Sen. Mark Warner, U.S. Sen. Tim Kaine and Virginia Speaker of the House of Delegates Don Scott Project advances Micron's approximately $200 billion U.S. investment plan, joining major projects in Idaho and New York that will create an estimated 90,000 American jobs and strengthen U.S. economic and national security MANASSAS, Va., May 22, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today is celebrating the start of 1α (1-alpha) DRAM manufacturing at its Manassas, Virginia, fab, an important step in the company's efforts to significantly expand U.S. memory manufacturing. As the only United States manufacturer of memory, Micron is uniquely positioned to strengthen America’s domestic memory supply. The 1α DRAM node, the most advanced memory technology ever produced in the United States, is well suited to long-lifecycle memory for critical applications, including DDR4 and LP4 products. Micron's Virginia manufacturing expansion serves the automotive, defense and aerospace, industrial, networking and medical device sectors that depend on this kind of memory. Senior U.S. and Virginia officials join Micron at Manassas fab to mark the milestone Micron Chairman, President and CEO Sanjay Mehrotra and oth...

When it comes to the tech sector, most of the market's attention (and capital) so far in 2026 has gone toward artificial intelligence (AI) -- the makers of chips, networking tools, the electricity to power them, and the data center operators that deploy them. Quantum computing has been more of an afterthought for years, mostly because the technology had not been developed to the point where it could do much that was genuinely useful. Still, some investors have bid up the pure-plays in the space based on speculation about its potential. That posture is starting to shift, though, and with both retail investors and some of the more disciplined institutional buyers and partners in the AI ecosystem showing enthusiasm. The conversation around quantum computing is shifting gradually from theoretical breakthroughs to commercial traction. This year has brought some of the first clear signs that the technology is moving from research labs into mainstream computing infrastructure. Continue reading

Jordan Siemens/DigitalVision via Getty Images Not everyone has a high risk tolerance Many individuals approaching retirement are faced with a fundamental question: "How much risk do I want to take after I pull the trigger?" To even get there in the first place [a point to which your portfolio can support your daily living], you've most likely been overweight US equities ( SPY )( QQQ )( DIA )( IVV )( VOO ) for the last decade, maybe 80/20 or 70/30. Because the fear of 'sequence of returns risk' is everywhere in the media, this normally forces retirees into more conservative allocations by retirement. What is the sequence of returns risk? Quite simply, sequence of returns risk is when your portfolio runs into bad returns in the first few years of retirement. This forces retirees to draw down their accounts as share prices fall. A really bad sequence of returns in a heavy equity-based portfolio can make it more difficult for that portfolio to recover in the future if you're consistently selling into lower and lower share prices. One way to mitigate this is to keep 2-3 years of cash around in case one has to pivot to cash-only withdrawals for a period of time. This is truly the only reliable hedge that is non-correlated with equities or any other assets for that matter. With cash equivalent yields falling, and probably continuing to fall into the next few years, this is becoming less and less desirable. Standard glide path recommendation headed to retirement A typical recommendation you'll see headed into retirement is a 55/40/5, stocks/bonds/cash portfolio . This was popularized by both Bill Bengen [who popularized the 4% rule] and the Trinity University study on safe withdrawal rates in the distribution phase of retirement. Somewhere between 4-5% is the current gold standard for safe withdrawal rates in 30 year retirement models. Another interesting allocation I came across recently was from William Bernstein's The Intelligent Asset Allocator . This investment classic...

北京时间5月22日晚，美股周五高开。尽管市场波动加剧，标普500指数本周仍有望录得涨幅。投资者正在密切关注美伊谈判进展，尽管双方均释放积极信号，但伊朗浓缩铀去留问题和霍尔木兹海峡通行费争议仍是主要障碍。 本周迄今，标普500指数上涨0.5%，有望录得连续第八周收涨。这将是自2023年末结束的九周连涨以来最长的周度连涨纪录。 道指本周已上涨1.5%，有望实现四周内第三次周度收涨。 纳斯达克 综合指数上涨0.3%，有望在过去八周中第七次周度上涨。 本周市场波动加剧，因投资者在应对长期国债收益率的急剧上升。30年期国债收益率本周早些时候一度升至5.19%以上，达到金融危机前以来的最高水平，随后在周四回落至5.09%。 由于交易员在评估美伊战争解决方案的前景，油价也出现波动。周五，布伦特原油和西得克萨斯中质原油均上涨约2%。 美国和伊朗均表示结束战争的谈判取得了进展，但双方仍在德黑兰的浓缩铀库存以及具有重要战略意义的霍尔木兹海峡通行费问题上僵持不下。 美国国务卿卢比奥周四表示，有“良好迹象”表明达成结束冲突的协议已近在眼前，但他警告称，如果伊朗采取行动永久控制霍尔木兹海峡的航运，任何此类协议都将“不可行”。 卢比奥表示：“世界上没有人支持通行费制度。这不可能发生，也是不可接受的。”他补充道：“如果我们无法达成一个好协议，总统已明确表示他还有其他选择。”但他未详细说明。 此前不久，伊朗表示美国的最新提议使交战双方更接近和平协议。伊朗目前正在审议美方的意见，双方根据几周前伊朗提出的14点原始框架，正在持续交换信息。 Vital Knowledge创始人Adam Crisafulli在一份报告中表示：“我们对伊朗的看法与之前相同：达成协议的可能性远大于不达成协议，但这已反映在价格中，且冲突至少在未来几个季度将产生滞胀影响。” 预计美国总统特朗普将在周五的一个仪式上为其提名接替鲍威尔担任美联储主席的凯文-沃什（Kevin Warsh）宣誓就职。 责任编辑：张俊 SF065

A golden cross, when the 50-day simple moving average climbs above the 200-day SMA, is one of the more closely watched technical signals on Wall Street. For Mondelez International (NASDAQ: MDLZ), the snack maker behind Oreo, Cadbury, and Toblerone, that crossover is now tantalizingly close. Where the Moving Averages Sit Today As of May 21, ... Mondelez Stock Inches Toward Golden Cross as Cocoa Relief Fuels Rally

Using vanilla websites for your dividend research? Be careful. Many of these mainstream sites miss the most important payment of the year for "special" dividend companies! This oversight could have us overlooking thousands of dollars in potential yearly income. And yields up to 14.6%! Would you believe what this 14.6% payer is listed at on these lame sites? 0.2%. Zero-point-two percent. Yup. Which is why we contrarians do our research with a focus on special dividends. Specials uncommon enough that many investors don't know much (if anything) about them. In short, they're one-time cash payouts, usually the result of a massive capital boost--say, selling off a piece of the company or delivering blowout annual profits. At least, usually that's the case. Some stocks pay out so-called "supplemental" dividends that they pair with regular distributions. Let's say a company pays out 50 cents per share quarterly, but at the end of the year it pays out half of its free cash flow as a supplemental dividend. That might be an extra $1 in one year, $3 in another. In some cases, it's a tidy little "top-up" that makes a nice dividend a little nicer. But sometimes, these special dividends take a decent to even modest yield and turn it into an eye-popping payout in the high-single or even double digits. Just check out this seven-pack of "special" payers. While financial dividend sites would tell us they're paying a collective 6% on average, in reality, this mini-portfolio's true average yield is a mouth-watering 10%. Retailers Let's start with an unlikely pair--two mall names most income investors wouldn't touch with a ten-foot pole. I wouldn't want to share a foxhole with Dillard's (DDS, 0.2% headline yield) and The Buckle (BKE, 2.9% headline yield). They're both mall plays--the former is one of the few remaining department-store chains, while the latter is a fashion retailer, which is as fickle as a business gets. Economic shivers give both the fits, and a pressured consumer has b...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Palantir Technologies Inc. (PLTR). Palantir Technologies currently has an average brokerage recommendation (ABR) of 1.79, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 29 brokerage firms. An ABR of 1.79 approximates between Strong Buy and Buy. Of the 29 recommendations that derive the current ABR, 19 are Strong Buy, representing 65.5% of all recommendations. Brokerage Recommendation Trends for PLTR Broker Rating Breakdown Chart for PLTR Check price target & stock forecast for Palantir Technologies here>>> While the ABR calls for buying Palantir Technologies, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential. Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation. In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement. Zacks Rank, our proprietary stock rating tool with an impressive ext...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Palantir Technologies Inc. (PLTR). Palantir Technologies currently has an average brokerage recommendation (ABR) of 1.79, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 29 brokerage firms. An ABR of 1.79 approximates between Strong Buy and Buy. Of the 29 recommendations that derive the current ABR, 19 are Strong Buy, representing 65.5% of all recommendations. Brokerage Recommendation Trends for PLTR Broker Rating Breakdown Chart for PLTR Check price target & stock forecast for Palantir Technologies here>>> While the ABR calls for buying Palantir Technologies, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential. Do you wonder why? As a result of the vested interest of brokerage firms in a stock they cover, their analysts tend to rate it with a strong positive bias. According to our research, brokerage firms assign five "Strong Buy" recommendations for every "Strong Sell" recommendation. In other words, their interests aren't always aligned with retail investors, rarely indicating where the price of a stock could actually be heading. Therefore, the best use of this information could be validating your own research or an indicator that has proven to be highly successful in predicting a stock's price movement. Zacks Rank, our proprietary stock rating tool with an impressive ext...

Should You Invest in Palantir Technologies (PLTR) Based on Bullish Wall Street Views? Yahoo Finance Singapore

Should You Invest in Palantir Technologies (PLTR) Based on Bullish Wall Street Views? Yahoo Finance Australia

Monty Rakusen/DigitalVision via Getty Images The Thesis Moving into 2026, ATI Inc. (NYSE: ATI ), a leading supplier of high-performance materials, primarily for the aerospace and defense (A&D) market, reported a nearly flat topline but strong earnings growth in Q1 , thanks to improved margins during the quarter. Overall demand environment for ATI's differentiated products remains healthy, particularly across its jet engine and defense end markets. In my view, sustained demand in core end markets, along with an elevated backlog, should continue to support the company's topline, offsetting the short-term impact from softness in certain end markets. Although overall volumes might remain under pressure in the coming quarter, ATI's profitability is likely to continue to benefit from a richer mix and ongoing operational improvements. With continued focus on quality revenue, ATI remains well positioned for further margin expansion through FY26 and beyond, supporting steady bottom-line growth. Since my last buy rating earlier this year, the ATI stock has been up in single-digit percentages. Although the stock is currently trading above its historical average, it remains reasonable due to the company's strong market positioning in the high-growth A&D end market and healthy double-digit forward growth expectations, keeping this stock a solid buy at the present valuation. ATI’s Q1 2026 Highlights ATI reported its first-quarter results for FY26 a few weeks ago, in April. Entering into 2026, the pressure across ATI’s topline continued as overall volumes were down due to a focus on enhancing the mix for better revenue quality. As a result, the company’s consolidated topline was nearly flat year on year, with just about ~1% growth to $1.15 billion in Q1, missing the consensus estimate by about $30 million. However, despite volume softness in certain areas, the company’s HPMC segment continues to show strength, delivering a 5.2% growth year on year, thanks to robust momentum in the...

Dmytro Skrypnykov/iStock via Getty Images Introduction My normal approach is to cover all the Notes and Preferred Stocks from the same issuer in separate articles. Here, for Adamas Trust ( ADAM ), I will compare one of the four Notes, the Adamas Trust, Inc 9.875% Senior Notes due 10/01/2030 ( ADAMH ) versus one of the four Preferred Stocks, the Adamas Trust, 8.00% Series D Fix/Float Cumulative Red Preferred Stock ( ADAMN ). The pair was chosen as their Call dates are in the same month in 2027. Their differences highlight what investors should consider when deciding between two asset classes where income is usually the prime reason for holding either. I am keeping my Sell rating on the Preferred stock and giving the Note an initial rating of Hold; reasons for both are explained later. Adamas Trust review Data by YCharts Regardless of whether the investment vehicle being considered, a good due diligence starting point is understanding the issuer. Seeking Alpha describes this mREIT as (edited): Adamas Trust, Inc. acquires, invests in, finances, and manages mortgage-related single-family and multifamily residential assets in the United States. The company operates through two segments: Investment Portfolio and Constructive. The Investment Portfolio segment manages a diversified portfolio primarily consisting of mortgage-related single-family and multifamily residential investments, including agency residential mortgage-backed securities ( RMBS ), non-agency RMBS, residential loans, and business purpose loans. The Constructive segment is a business purpose loan lender specializing in rental and transitional loans for real estate investors; and origination and sale of loans, and commercial mortgage-backed securities ( CMBS ). It generally would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. Adamas Trust, Inc. was formerly known as New York Mortgage Trust, Inc. and changed its name to Adamas Trust,...

Oleh Stefaniak/iStock via Getty Images Investment Thesis Since my last coverage on Micron ( MU ) last time, the stock is up another ~80% on growing demand for HBM, LPDDR and AI-friendly memory. Yet despite the rally, I am even more bullish on Micron now than before. I think investors significantly undervalue the importance of memory, storage and bandwidth in the AI era. With memory and data transfers emerging as key bottlenecks for increasingly massive AI systems in addition to compute, Micron finds itself uniquely well-positioned to benefit from multiple AI challenges through HBM4, PCIe Gen6 SSDs, CXL memory, LPDDR5X and EUV fabrication capabilities. Data by YCharts AI Infrastructure’s Greatest Bottleneck Is Not Limited to Compute Power Anymore One of the key things happening in AI hardware is that computing power alone is not what constrains current AI systems anymore. Modern accelerators and large language models find themselves starved for bandwidth and/or memory to deliver their full potential. The result is that accelerators end up sitting around waiting for access to memory, bandwidth, or data needed for training or inference operations as context sizes increase, models evolve and inference itself becomes more challenging. That is why Micron’s strategic position is becoming much more evident than it was a few years ago. While large language models require vast amounts of memory capacity in training and inference environments, the emergence of agentic AI and KV cache expansion makes inference increasingly reliant on memory capacity and bandwidth. Simply put, AI systems are not just doing math anymore, they need to retain context, search information on-demand and keep persistent memory in use. That increases demand for advanced memory and ultra-high-speed storage solutions. That also means that Micron is well-positioned to capitalize on multiple bottlenecks at once, not just sell DRAM. In addition to HBM to address high-bandwidth AI computing needs, Micron also...

Guido Mieth/DigitalVision via Getty Images Many of Europe's largest banks raised loan loss provisions for risks related to the war in the Middle East during the first quarter, citing uncertainty over the impact and duration of the conflict. European lenders attributed more than €1.5 billion of fresh provisions to the war and geopolitical risk, an S&P Global Market Intelligence analysis of the latest round of bank earnings shows. UK banks set aside the largest sums, led by Asia-focused groups HSBC Holdings PLC ( HSBC )( HBCYF ) and Standard Chartered PLC (StanChart) ( SCBFF )( SCBFY ). While the direct impact of the war on European banks has been limited so far, lenders set aside additional reserves mainly due to updated macroeconomic scenarios and weightings, reflecting potential negative second-round effects such as slower GDP growth and higher inflation. Banks stressed that a longer duration of the war would have a more pronounced macroeconomic impact in Europe and globally. Many still expect resolution within the next couple of months, but the ongoing uncertainty prevented some from updating financial targets for the year. HSBC's $300 million ECL charge was precautionary and meant to cover the negative effects of the war everywhere, not just the Middle East, CFO Pam Kaur said during a May 5 earnings call. The bank "has not experienced significant financial impacts from recent events in the Middle East to date, and we are well positioned to manage the current uncertainties," the group said in its earnings presentation . StanChart executives made similar comments during an April 30 earnings call, with interim CFO Peter Burrill saying the $190 million in additional management overlays was precautionary for effects that have not been experienced yet. StanChart's overall annualized cost of risk in the quarter of 32 basis points was within the group's through-the-cycle guidance of 30-35 basis points, Burrill said. So far, markets and trade have been "quite resilient," ...

Working on PaleBlueDot AI's NVIDIA B300 platform, ZFLOW AI used hardware-aware simulation to find an optimized SGLang serving configuration for high-concurrency DeepSeek V4-Pro inference. SANTA CLARA, Calif., May 22, 2026--(BUSINESS WIRE)--ZFLOW AI today announced a performance optimization milestone on PaleBlueDot AI's 8×NVIDIA B300 bare-metal platform, using simulation to identify an optimized DeepSeek V4-Pro serving configuration on an SGLang stack. To our knowledge, this is the first publicly documented simulation-guided serving optimization of a frontier open-source model on NVIDIA’s B300 production platform. ZFLOW AI is building a neutral optimization and control layer for AI infrastructure. Sitting above serving runtimes and below the business decision, ZFLOW AI helps infrastructure teams find the lowest-cost, highest-performance way to run a given workload on a given cluster. ZFLOW AI's role is complementary to the serving runtime. Building on the high-performance DeepSeek V4 foundation provided by the SGLang ecosystem, ZFLOW AI applies an optimization intelligence layer on top of the runtime — profiling real workload behavior and using hardware-aware simulation to guide deployment and tuning decisions for a specific workload on specific hardware. In this milestone, ZFLOW AI evaluated DeepSeek V4-Pro serving with SGLang and EAGLE speculative decoding, analyzing serving-architecture tradeoffs, high-concurrency throughput and latency, and next-step multi-node deployment. Under higher-concurrency traffic, the prefill-decode disaggregated configuration reached peak throughput of 826 tokens/second — approximately 1.54× the non-disaggregated (monolithic) peak — with tail latency 2–3× better. The monolithic path remained favorable for single-stream, low-concurrency, and long-context workloads, including full 1M-token context. ZFLOW AI also observed that MTP/EAGLE speculative decoding improved throughput with no measured quality regression in this test run: GSM8K ac...