Wealthfront Advisers LLC increased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,287,362 shares of the computer hardware maker's stock after purchasing an additional 59,517 shares during the quarter. NVIDIA makes up approximately 1.8% of Wealthfront Advisers LLC's portfolio, making the stock its 14th largest position. Wealthfront Advisers LLC's holdings in NVIDIA were worth $799,593,000 as of its most recent SEC filing. Other institutional investors have also made changes to their positions in the company. Longfellow Investment Management Co. LLC boosted its holdings in shares of NVIDIA by 47.9% during the second quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC acquired a new stake in shares of NVIDIA during the second quarter worth approximately $40,000. Sellwood Investment Partners LLC acquired a new stake in shares of NVIDIA during the third quarter worth approximately $50,000. Networth Advisors LLC acquired a new stake in shares of NVIDIA during the fourth quarter worth approximately $51,000. Finally, EDENTREE ASSET MANAGEMENT Ltd acquired a new stake in shares of NVIDIA during the second quarter worth approximately $54,000. 65.27% of the stock is currently owned by institutional investors and hedge funds. Get NVIDIA alerts: Sign Up Insider Transactions at NVIDIA In other NVIDIA news, CFO Colette Kress sold 20,000 shares of the business's stock in a transaction on Friday, March 20th. The shares were sold at an average price of $174.89, for a total value of $3,497,800.00. Following the sale, the chief financial officer owned 83,060 shares of the company's stock, valued at $14,526,363.40. The trade was a 19.41% decrease in their position. The sale was disclosed...

World Investment Advisors grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 8.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 190,654 shares of the information services provider's stock after purchasing an additional 15,280 shares during the period. Alphabet comprises 0.9% of World Investment Advisors' holdings, making the stock its 15th largest holding. World Investment Advisors' holdings in Alphabet were worth $55,015,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. Rollins Financial Advisors LLC grew its position in shares of Alphabet by 12.7% during the 4th quarter. Rollins Financial Advisors LLC now owns 2,223 shares of the information services provider's stock worth $697,000 after purchasing an additional 251 shares in the last quarter. Corus Family Wealth Advisors boosted its position in shares of Alphabet by 4.4% during the 4th quarter. Corus Family Wealth Advisors now owns 1,933 shares of the information services provider's stock worth $607,000 after acquiring an additional 81 shares in the last quarter. Birchbrook Inc. boosted its position in shares of Alphabet by 30.3% during the 4th quarter. Birchbrook Inc. now owns 1,913 shares of the information services provider's stock worth $600,000 after acquiring an additional 445 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al boosted its position in shares of Alphabet by 5.6% during the 4th quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 1,047,100 shares of the information services provider's stock worth $328,580,000 after acquiring an additional 55,600 shares in the last quarter. Finally, Empire Life Investments Inc. boosted its position in shares of Alphabet by 12.6% during the 4th quarter. Empire Life Investments Inc. now owns 298,789 shares of t...

Torren Management LLC purchased a new position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 9,948 shares of the computer hardware maker's stock, valued at approximately $1,855,000. NVIDIA makes up approximately 0.9% of Torren Management LLC's portfolio, making the stock its 17th biggest holding. Several other large investors also recently modified their holdings of the business. Rogco LP increased its holdings in shares of NVIDIA by 14.5% in the fourth quarter. Rogco LP now owns 22,027 shares of the computer hardware maker's stock worth $4,108,000 after acquiring an additional 2,792 shares in the last quarter. Ares Financial Consulting LLC bought a new position in shares of NVIDIA during the fourth quarter worth about $1,796,000. M&T Bank Corp grew its holdings in shares of NVIDIA by 8.6% during the fourth quarter. M&T Bank Corp now owns 3,618,805 shares of the computer hardware maker's stock worth $674,907,000 after buying an additional 286,811 shares in the last quarter. Koa Wealth Management LLC grew its holdings in shares of NVIDIA by 10.4% during the fourth quarter. Koa Wealth Management LLC now owns 3,088 shares of the computer hardware maker's stock worth $576,000 after buying an additional 290 shares in the last quarter. Finally, Eagle Wealth Advisors LLC bought a new position in shares of NVIDIA during the fourth quarter worth about $13,066,000. 65.27% of the stock is currently owned by institutional investors. Get NVIDIA alerts: Sign Up NVIDIA Price Performance NASDAQ:NVDA opened at $219.51 on Friday. The firm has a market cap of $5.32 trillion, a price-to-earnings ratio of 33.62, a P/E/G ratio of 0.69 and a beta of 2.25. The company has a debt-to-equity ratio of 0.05, a quick ratio of 3.24 and a current ratio of 3.91. The firm's 50-day simple moving average is $195.51 and its 200 day simple moving average is $188...

Warren Street Wealth Advisors LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 17.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,475 shares of the software giant's stock after selling 1,768 shares during the quarter. Microsoft accounts for 1.2% of Warren Street Wealth Advisors LLC's portfolio, making the stock its 21st largest position. Warren Street Wealth Advisors LLC's holdings in Microsoft were worth $4,099,000 as of its most recent SEC filing. Several other institutional investors also recently bought and sold shares of the business. IRON Financial LLC boosted its stake in shares of Microsoft by 23.2% in the third quarter. IRON Financial LLC now owns 6,510 shares of the software giant's stock valued at $3,372,000 after purchasing an additional 1,225 shares during the period. PMG Family Office LLC purchased a new position in shares of Microsoft in the third quarter valued at $828,000. Trifecta Capital Advisors LLC boosted its stake in shares of Microsoft by 2.3% in the third quarter. Trifecta Capital Advisors LLC now owns 70,175 shares of the software giant's stock valued at $36,347,000 after purchasing an additional 1,572 shares during the period. TD Waterhouse Canada Inc. boosted its stake in shares of Microsoft by 1.0% in the third quarter. TD Waterhouse Canada Inc. now owns 949,901 shares of the software giant's stock valued at $493,860,000 after purchasing an additional 9,700 shares during the period. Finally, Werba Rubin Papier Wealth Management boosted its stake in shares of Microsoft by 15.7% in the fourth quarter. Werba Rubin Papier Wealth Management now owns 12,492 shares of the software giant's stock valued at $6,041,000 after purchasing an additional 1,698 shares during the period. 71.13% of the stock is currently owned by hedge funds and other institutional investors. Get Microsoft alerts: Sign Up Wall Street Analysts ...

VIRGINIA RETIREMENT SYSTEMS ET Al lifted its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 16.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 658,974 shares of the social networking company's stock after purchasing an additional 93,178 shares during the quarter. Meta Platforms accounts for approximately 2.6% of VIRGINIA RETIREMENT SYSTEMS ET Al's investment portfolio, making the stock its 6th biggest holding. VIRGINIA RETIREMENT SYSTEMS ET Al's holdings in Meta Platforms were worth $434,982,000 at the end of the most recent quarter. Other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in Meta Platforms by 3.8% during the 4th quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company's stock worth $132,015,115,000 after buying an additional 7,269,279 shares in the last quarter. State Street Corp lifted its position in Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after buying an additional 1,650,435 shares in the last quarter. Danske Bank A S bought a new stake in Meta Platforms during the 3rd quarter worth about $1,191,175,000. PFA Pension Forsikringsaktieselskab bought a new stake in Meta Platforms during the 4th quarter worth about $813,994,000. Finally, Concentrum Wealth Management lifted its position in Meta Platforms by 948.7% during the 3rd quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock worth $913,000 after buying an additional 1,124,998 shares in the last quarter. Institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Wall Street Analyst Weigh In Several brokerages have commented on META. JPMorgan Chase & Co. reissued a "neutral" ...

Turtle Creek Wealth Advisors LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 8.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 199,054 shares of the iPhone maker's stock after buying an additional 14,733 shares during the period. Apple accounts for approximately 4.3% of Turtle Creek Wealth Advisors LLC's holdings, making the stock its 2nd biggest position. Turtle Creek Wealth Advisors LLC's holdings in Apple were worth $54,115,000 as of its most recent SEC filing. Get Apple alerts: Sign Up A number of other institutional investors have also modified their holdings of the business. Isthmus Partners LLC boosted its stake in Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker's stock valued at $25,000 after purchasing an additional 5,808 shares during the period. Sellwood Investment Partners LLC boosted its stake in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker's stock valued at $34,000 after purchasing an additional 71 shares during the period. ROSS JOHNSON & Associates LLC boosted its stake in Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after purchasing an additional 180 shares during the period. LSV Asset Management acquired a new position in Apple during the 4th quarter valued at about $65,000. Finally, 49 Wealth Management LLC boosted its stake in Apple by 15.7% during the 3rd quarter. 49 Wealth Management LLC now owns 298,920 shares of the iPhone maker's stock valued at $76,000 after purchasing an additional 40,543 shares during the period. Institutional investors own 67.73% of the company's stock. Apple Trading Up 0.9% Shares of NASDAQ:AAPL opened at $304.99 on Friday. The company has a 50 day moving average of $268.68 and a 200-day moving...

Wealth Science Advisors LLC acquired a new position in Apple Inc. (NASDAQ:AAPL - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 11,021 shares of the iPhone maker's stock, valued at approximately $2,996,000. Apple makes up about 1.7% of Wealth Science Advisors LLC's investment portfolio, making the stock its 11th biggest position. Get Apple alerts: Sign Up A number of other institutional investors have also made changes to their positions in AAPL. First National Bank of Hutchinson increased its holdings in Apple by 24.6% during the fourth quarter. First National Bank of Hutchinson now owns 35,319 shares of the iPhone maker's stock worth $8,845,000 after buying an additional 6,982 shares during the last quarter. Eagle Capital Management LLC increased its holdings in Apple by 0.5% during the fourth quarter. Eagle Capital Management LLC now owns 54,085 shares of the iPhone maker's stock worth $13,544,000 after buying an additional 272 shares during the last quarter. Brighton Jones LLC increased its holdings in Apple by 14.8% during the fourth quarter. Brighton Jones LLC now owns 537,314 shares of the iPhone maker's stock worth $134,554,000 after buying an additional 69,207 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in Apple by 4.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 66,857 shares of the iPhone maker's stock worth $16,742,000 after buying an additional 2,695 shares during the last quarter. Finally, Highview Capital Management LLC DE increased its holdings in Apple by 2.4% during the fourth quarter. Highview Capital Management LLC DE now owns 50,264 shares of the iPhone maker's stock worth $12,587,000 after buying an additional 1,155 shares during the last quarter. Institutional investors own 67.73% of the company's stock. Insider Activity at Apple In other Apple news, CEO Timothy D. ...

Investec has applied for a banking license in Ireland as it seeks to push into Europe to tap one of the world’s largest financial markets. The South Africa- and UK-listed lender already operates in Dublin through its European unit but is seeking authorization to roll out full banking activities across a bloc that has about $45 trillion in assets, according to the European Banking Federation. That would strengthen its ability to serve corporate and wealthy clients after Brexit reshaped financial-market access between the UK and European Union . “We have been in discussions with the regulator for quite some time,” Investec Group Chief Executive Officer Fani Titi said in an interview with Bloomberg TV. “It takes a bit of time to go through these processes, but we do expect that in the immediate future, we will be successful and we are quite excited about the opportunity that that opens for us in Ireland and the rest of Europe.” The move underscores how financial firms continue to reposition operations inside the EU years after Britain’s departure from the bloc. Ireland has emerged as a favored hub for banks seeking continued access to European clients because of its English-speaking workforce and established regulatory framework. Investec has maintained an Irish presence since acquiring NCB Stockbrokers in 2012. The company currently provides treasury risk solutions, derivatives and investment services through its Irish operations, which are regulated by the Central Bank of Ireland . An Irish license “will allow us to work a lot more front-footed in Europe, given that with Brexit, UK banks were not able anymore to operate as freely as they did before,” Titi said. He added that Investec expects the permit will come through by the end of the year. The group has been sharpening its international growth strategy as competition intensifies among banks and fintech firms targeting affluent customers and cross-border European business. Investec recently outlined plans to trans...

Americold Realty Trust ( COLD ) declares $0.23/share quarterly dividend , in line with previous. Forward yield 6.37% Payable July 15; for shareholders of record June 30; ex-div June 30. See COLD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Americold Realty Trust Americold Realty Trust, Inc. (COLD) Q1 2026 Earnings Call Transcript Americold: A Globally Critical Cold-Storage Industrial REIT, But Occupancy Could Improve Americold Realty: A Patient Investor's High-Yield Opportunity Americold, EQT form $1.3B cold storage joint venture Americold Realty Trust FFO of $0.29 beats by $0.10, revenue of $629.9M beats by $27.75M

格隆汇5月22日｜*ST熊猫公告，公司于2026年5月22日收到上海证券交易所《关于熊猫金控股份有限公司股票终止上市的决定》，上海证券交易所决定终止公司股票上市。公司股票进入退市整理期的起始日为2026年6月1日，交易期限为15个交易日，预计最后交易日期为2026年6月22日；首个交易日无价格涨跌幅限制，此后每日涨跌幅限制为10%。公司股票在退市整理期届满后的5个交易日内由上海证券交易所予以摘牌，公司股票终止上市。

The initiative centres on EY acting as “client zero”, piloting Microsoft technologies internally. Credit: ACHPF/Shutterstock.com. EY and Microsoft have expanded their partnership, pledging more than $1bn over five years to help organisations scale AI and achieve enterprise-wide results. The programme will see Microsoft’s Forward Deployed Engineers (FDE) and EY’s industry teams working together. It will use Microsoft’s FDE AI-native Hypervelocity Engineering model to accelerate AI implementation within clients’ change and delivery structures. In a statement, EY said that the move is an “important milestone” in the long-standing EY-Microsoft alliance across tax, assurance, consulting and EY-Parthenon. The companies say the initiative is aimed at helping clients become “frontier firms” through large-scale AI adoption, workforce upskilling and ongoing optimisation of agentic AI transformation. EY and Microsoft will deploy integrated, industry-aligned teams of engineers and business consultants to co-develop secure, sector-specific AI solutions. EY Global chair and CEO Janet Truncale said: “Together with Microsoft, EY is supporting clients to unlock value through rapid deployment of AI at scale. “By combining people and innovation in this next phase of the Alliance, clients will be empowered to realise the transformative power of agentic AI within the enterprise.” The initiative is anchored in EY’s use of itself as “client zero”, testing Microsoft technologies in-house. EY reports rolling out Copilot to 150,000 users, citing a 15% productivity increase redeployed into client work and learning. The company said that it is also expanding Copilot via Microsoft 365 E7: The Frontier Suite to more than 400,000 people globally, embedding agentic AI tools across its operations. EY has also implemented other Microsoft AI capabilities including modernising finance processes with Microsoft Power Platform, deploying a multi-agent framework and using Microsoft Azure AI Document Intel...

*ST熊猫公告，公司于2026年5月22日收到上海证券交易所《关于熊猫金控股份有限公司股票终止上市的决定》，上海证券交易所决定终止公司股票上市。公司股票进入退市整理期的起始日为2026年6月1日，预计最后交易日期为2026年6月22日。

Meritage Homes ( MTH ) declares $0.48/share quarterly dividend , in line with previous. Forward yield 3.01% Payable June 30; for shareholders of record June 16; ex-div June 16. See MTH Dividend Scorecard, Yield Chart, & Dividend Growth. More on Meritage Homes Meritage Homes Corporation (MTH) Shareholder/Analyst Call Prepared Remarks Transcript Meritage Homes Corporation: Lack Of Bullish Data Points To Upgrade To Buy Meritage Homes Corporation (MTH) Q1 2026 Earnings Call Transcript Homebuilding stocks surge after House passes amended housing bill Meritage projects Q2 2026 closings of 3,650-3,900 amid higher-than-anticipated incentives

格隆汇5月22日｜人工智能热潮近期推动A股上升，彭博引述知情人士称，中国监管机构要求部分上市公司和基金提供与其AI有关的资料，上海和深圳证券交易所近期要求多间上市公司澄清其核心业务是否与AI有实质性关联，以及其对投资者的资讯披露是否足够清晰。监管机构询问部分重仓AI相关板块的ETF，以及其他基金管理人，要求其披露估值方法并证明所持资产的合理性。据报监管机构又询问这些基金，如何应对高估值与企业盈利之间日益扩大的脱节所带来的风险。 A股市场科技股占比较高的科创50指数自4月初以来持续飙升，至今累涨约50%。

格隆汇5月22日｜印度外汇储备在5月15日当周降至6888.9亿美元，较上周下降80.94亿美元。

When it comes to retirement accounts, there's the 401(k), and then everyone else. It's by far the most used retirement account in the country, with a large number of working-age Americans having one. It's a win-win: you proactively save and invest for retirement and get a tax break for doing it. I have always thought the goal was to max out your 401(k) and set aside as much money for retirement as possible. And although that's well-intentioned, it's not feasible for most people -- nor is it always a smart move for those who can afford it. After doing it for years, here's a strategy I wish I had adopted sooner. The three-step strategy I follow When I first started my career, an IRA was somewhat of an afterthought for me. My approach was always to contribute as much as I could to my 401(k) and worry about an IRA later. However, IRAs -- both traditional and Roth -- are among the best retirement savings tools, and I wish I had taken advantage of their benefits sooner. In retrospect, here is the route I would have taken with my retirement savings strategy: Contribute as much to my 401(k) as my employer will match. If they match 3%, contribute 3%. If they match 5%, contribute 5%. Focus on maxing out an IRA. Once the IRA is maxed out, increase my 401(k) contribution to a sustainable amount. IRAs have much lower contribution limits than 401(k)s, so maxing them out isn't as tall an order. Account Type Contribution Limit Under 50 Years Old Contribution Limit Age 50 and Older Special Contribution Limit for Ages 60 to 63 401(k) $24,500 $32,500 $35,750 IRA (Traditional and Roth) $7,500 $8,600 N/A Going this route lets you take advantage of the benefits of both instead of relying solely on a 401(k). What are the benefits of using an IRA? Traditional IRAs and Roth IRAs have two distinct benefits. With a traditional IRA, your contributions are deductible from your taxable income for the year (assuming you meet income criteria). Still, you'll owe taxes on withdrawals in retirement, ...

Customers are increasingly demanding 'experiential' retail interactions when it comes to buying clothes, whether that be online or in-store says Óscar García Maceiras, CEO of retail conglomerate and Zara owner Inditex. In an exclusive interview, he discussed 25 years of Inditex being a publicly traded company, the value of being a family-owned company, the use of AI in retail, and the importance of diversification both geographically and across product lines. He spoke on "The Pulse with Francine Lacqua" on Bloomberg TV. (Source: Bloomberg)

格隆汇5月22日｜中远海发公告，公司关注到美国司法部公开宣布指控若干集装箱制造企业及个人谋划限制特定非冷藏运输集装箱的产量并操纵其价格，其中涉及下属公司上海寰宇物流装备有限公司。截至本公告日，上海寰宇尚未收到美国司法部就该案送达的任何法律程序文件或其他法律文书，将高度重视并妥善应对。公司将密切关注事件进展。截至本公告日，本公司的日常业务在所有重大方面均维持正常运营。

Chemung Financial ( CHMG ) declares $0.34/share quarterly dividend , in line with previous. Forward yield 1.98% Payable July 1; for shareholders of record June 17; ex-div June 17. See CHMG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Chemung Financial Most and least shorted small-cap financial stocks at April's end Chemung Financial GAAP EPS of $1.91, revenue of $29.9M Seeking Alpha’s Quant Rating on Chemung Financial Historical earnings data for Chemung Financial Dividend scorecard for Chemung Financial

Bonjour et Bienvenue to the Paris Edition. I’m Bloomberg Opinion columnist Lionel Laurent . If you haven’t yet, subscribe now to the Paris Edition newsletter . Riding the AI Boom “FLAP-D” sounds like a rejected Star Wars robot. But it’s actually the acronym for a bunch of cities – Frankfurt, London, Amsterdam, Paris and Dublin – that have become magnets for European data-center investment over the years, driven by their technology and finance hub status. France is hoping its own presence on the list will help it ride the artificial-intelligence boom, with a consortium of companies currently bidding on a €10 billion data-center campus project. The French market is on track to hit 500 data centers by 2030 from over 300 in 2024. President Emmanuel Macron has been talking up the French market’s nuclear-heavy energy grid as a big draw, as seen in last year’s announcement of Gulf-backed data-center investments. What’s driving the take-up in France and Europe, a region that is ultimately playing catch-up to the US and Asia? Part of it is a newfound willingness to invest in electricity grids to meet higher demand. There’s also a renewed focus on digital sovereignty, one of Macron’s favorite topics as he personally promotes his home market to the likes of Masayoshi Son . And now enterprise spending is starting to ramp up, as seen in recent deals like Publicis SA’s agreement to buy data platform LiveRamp. At the same time, there is probably good reason for caution when it comes to delivering on the dreams of politicians and investor returns. Data centers are incredibly power-intensive and the Hormuz crisis isn’t making energy cheaper. Meeting their needs will be a challenge, with Goldman Sachs forecasting that global electricity demand from data centers will rise by 50% by 2027 compared with 2023. Then there’s the fact that NIMBYism is on the rise everywhere. At least 11 states in the US have proposed restrictive data-center legislation and local opposition is a clear scaling...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Tesla Inc. has sold roughly $890 million in vehicles and batteries to other companies in Elon Musk’s orbit since 2023, and a Wednesday filing showed the buyers paid full price. The SpaceX prospectus disclosed about $131 million in Cybertruck purchases last year at suggested retail prices, with Tesla’s audit committee reportedly clearing the deals as arm’s-length transactions. The bulk was energy storage. Tesla sold $506 million in Megapack batteries to xAI in 2025 and $191 million the year prior, according to the filing. Don't Miss: Those batteries are not just for ground operations. SpaceX’s S-1 lays out a plan to put artificial intelligence in orbit, fleets of satellites acting as data centers in space, and that costly buildout helps explain the steep operating loss the company reported on $18.7 billion in revenue. It also shows the Tesla purchases are genuine spending rather than paper shuffling between Musk’s businesses. SpaceX is burning cash now to build that network, and much of the hardware comes from Tesla. Tesla’s Demand Problem The full-price detail lands harder against a soft first quarter. Tesla delivered 358,023 vehicles, missing consensus and falling 14.4% from the prior quarter, and produced about 50,000 more cars than it sold, an inventory build analysts read as a demand problem, according to Electrek. Trending: Avoid the #1 Investing Mistake: How Your ‘Safe' Holdings Could Be Costing You Big Time Revenue and margins held up better, with automotive revenue up 16% and gross margin expanding to 21.1%. Polymarket’s “Tesla deliveries in Q2” contract prices the 375,000 to 400,000 range as the most likely outcome at 38%, a Q1 recovery traders see as probable but not certain. SpaceX/Tesla Merger? The structural ties are already tightening. SpaceX is adding longtime Tesla director Ira Ehrenpreis and SpaceX board observer Randy Glein to its board, deepening a...

焦點財經 22/05/2026 恒指季檢：極兔速遞、中鋁、百濟神州「染藍」 恒指回升219點 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 焦點財經 22/05/2026 。恒指季檢：極兔速遞、中國鋁業、百濟神州「染藍」 。恒指升219點，AI概念股大漲 。AI帶動聯想年度及季度收入同創新高 楊元慶：增加AI代理裝置應用範圍

As of 1.4.2026, Kristel Volver will leave the Supervisory Board of Apollo Group OÜ at her own wish. Kristel Volver explained the reasons for the change: “the promises made years ago have been...

Key Developments during Financial Year 2025/2026 During financial year 2025/2026 economic environment in Group’s operating markets remained challenging, especially in Estonia and Finland. Weakened consumer confidence, high unemployment rates and high inflation rates are leading to reduced household purchasing power, what continuously placed downward pressure on consumption volumes. Nevertheless, the Group sees this economic environment as excellent opportunity for expansion and strengthening its leading position in operating markets. The following key actions were taken during the reporting period: Apollo Group issued bonds in the amount of 50 mln eur under its bond program, which allows to increase outstanding bonds` amount up to 70 mln eur. Bonds` maturity is 5 years, interest rate is 7% and bonds are listed on main list of Nasdaq Baltic exchange. Received financing puts the Group into good position to finance its efficiency and growth-oriented projects. Apollo Plaza was opened in city center of Tallinn – a unique building, where entertainment and restaurants are blended together into one exciting experience. Following Apollo brands can be enjoyed in Apollo Plaza: Lido, MySushi, Apollo Kino and Apollo Store. We opened 7 KFC restaurants in Baltics and 3 KFC restaurants in Finland, bringing total amount of KFC restaurants in Baltics to 30 and to 8 in Finland. ü Lido reconstructed one of its largest restaurant in Domina shopping center in Riga bringing dining experience for Lido`s customers to a new level. We started central kitchen construction project in Riga. MySushi successfully opened 6 restaurants in Riga with the goal to further expand its Latvian operations. Apollo Group acquired Lithuanian restaurant company Delano UAB. Delano operates 2 restaurants under Delano brand and 18 restaurants under CAN CAN brand across different locations in Lithuania. Acquisition of well-known and established restaurant chain places the Group into perfect spot to further expand i...

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。 随着伊朗冲突引发的价格冲击开始从能源成本扩散至更广泛领域，经济学家上调了对美国通胀的预期，并推迟了对美联储下一次降息时间的判断。根据彭博对经济学家的最新调查，目前预计第二季度美国个人消费支出(PCE)价格指数将同比上升3.9%，高于上月预测的3.6%。经济学家还上调了直到2027年初各季度的通胀预测。 经济学家预计，剔除食品和能源价格后的核心PCE指标涨幅也将高于此前预期，并认为总体PCE和核心PCE到年底都将维持在3%以上。对于美联储是否会在12月降息，受访者目前意见各占一半；而在上一次调查中，他们普遍预计下一次降息将在10月。 伊朗冲突正重新点燃通胀压力，使本已对高生活成本感到不满的消费者承受更大压力。随着冲突持续，一些央行官员开始质疑，他们是否还能忽略这一轮价格冲击。 调查显示，经济学家仍预计今年美国消费者支出和GDP增长约为2%，与此前预测基本一致。未来12个月美国经济陷入衰退的概率则下降至25%。（彭博） 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。

quantic69/iStock via Getty Images I last covered the Defiance Quantum ETF ( QTUM ) back in September, and I gave it a hold rating due to my belief that the sector was highly speculative and not playing out as the bull case had priced in. I still feel that way even if the market continues to tell me I'm wrong. The fund is still a hold in my view, largely due to its construction, although I understand that competition in the quantum ETF space is slim. QTUM has performed well over the last few years, have taken off since the bottom earlier this year. The last few months in particular have been exceptional for the fund. Data by YCharts QTUM Overview Before we get into QTUM's old problem and new catalysts, let's cover the basics. Here's the fund by the numbers: Inception: 09/04/2018 Price: $145.50 Yield: 0.68% Holdings: 86 ER: 0.40% AUM: ~4.9 billion Click to enlarge Over its lifetime, QTUM has seen some wild swings and shows its exceptional volatility (as one may expect from speculative quantum computing stocks), but also the possibility of reward. Again, I believe that a lot of the value that's been shown here is priced-in optimism, but I also will admit that the index includes some very serious firms with real cashflows and products. It also includes pure-play quantum computing firms, but they are not always featured prominently in the holdings. Here are the top 10 holdings: Defiance ETFs Notably absent are the pure-play firms that most investors would expect to see in a quantum computing fund, like IonQ, Inc. ( IONQ ), D-Wave Quantum, Inc. ( QBTS ), Rigetti Computing, Inc. ( RGTI ), and Quantum Computing Inc. ( QUBT ). IONQ, the largest pure-play quantum stock at a ~22B market cap, is weighted at 0.78% in the fund, compared to its largest holdings like Intel Corporation ( INTC ) and Micron Technology, Inc. ( MU ), which are more tangentially related to quantum computers. This leads me into my primary argument for why QTUM is getting a hold despite all the good news h...

Copper, famed for tracking shifts in the global industrial economy, is trading like a high-flying tech stock as investors bet that skyrocketing power use for artificial intelligence will fuel a surge in demand. The highly conductive metal that’s crucial for data centers and power grids has recently been moving in near-lockstep with stocks like Nvidia Corp. and ASML Holding NV. Prices climbed to a record close last week, then retreated as AI-related equities hit turbulence, and were rallying again on Friday as investors returned to the sector. The gyrations reflect how copper’s exposure to all the transmission lines, transformers and electrical equipment needed to power AI has become a key pillar in the bullish outlook for the metal. For now, that’s outweighing mounting worries about the Iran war’s impact on the more traditional industrial bedrock of copper demand. “This round of the rally is mainly driven by a structural AI-themed trade,” said Xu Shendi, director of base metal trading at DH Fund Management Co., one of China’s biggest hedge funds. She is neutral to bullish on copper’s outlook, and said further gains are likely to require a fresh wave of investor inflows into the tech sector, alongside tighter mine supplies. AI isn’t the only force behind the rally. Investors have also been piling into hard assets like copper as a hedge against inflation, while chronic underinvestment in new mines sets the market up for a severe supply deficit. “Commodities have gone from being an overlooked asset class to becoming increasingly attractive for multi-asset investors,” said Matt Miskin , co-chief investment strategist at Manulife John Hancock Investments. “This is really a three-legged stool for copper: AI demand, inflation hedging and a run-it-hot macro environment.” Analysts vary widely on AI’s impact on copper demand, with estimates ranging from about 125,000 tons annually over the past three years to 1.1 million tons projected for data centers in 2025. Commodities tr...

Top medical groups are outraged and alarmed that anti-vaccine Health Secretary Robert F. Kennedy Jr. has fired two leaders of an influential panel that makes recommendations and sets insurance coverage for preventive care—such as mammograms, colonoscopies, statin use, and depression screening. On Wednesday, news broke that Kennedy had fired the two vice chairs of the US Preventive Services Task Force (USPSTF), leaving the critical, nonpartisan panel half empty. Typically, the task force is made of 16 independent, volunteer preventive medicine experts who serve four-year, overlapping terms. But with the new firings, USPSTF has eight vacancies, including the chair and vice chair positions. Kennedy has already undermined the USPSTF's work by failing to replace members whose terms ended at the turn of the year, preventing the task force from meeting over the past year, and blocking it from releasing finalized recommendations on self-collected samples for cervical cancer screening. Read full article Comments

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here's the latest in trending: Big gains: These AI-related stocks surge as Nvidia ( NVDA ) reveals H100 rental prices are still rising. Glitchy tool: Starbucks ( SBUX ) fires its AI inventory tool to go back to employees taking stock. SpaceX updates: SPCX calls off 12th test flight of Starship; plans 10-GW solar factory near Austin. Q-Day looms The cryptocurrency industry is bracing for Q-Day, when quantum computers will be able to break standard public-key encryption, posing major risks to Bitcoin ( BTC-USD ) and digital finance. Google ( GOOGL ) recently urged vulnerable crypto communities to join the migration to post-quantum cryptography, setting an internal deadline for 2029. Crypto threat: Wallets that store cryptos have two keys: a public key that works like an address to send or receive funds and a private key that is like a password for users to access and manage their funds. Advanced quantum computers could one day decrypt private keys, allowing hackers to access crypto wallets. Crypto research firm Glassnode estimated that around 30% of Bitcoin's supply may be exposed to the quantum risk. A recent Quantum AI research found that future quantum computers may be capable of breaking the cryptography underpinning Bitcoin and other cryptos with fewer resources than previously estimated. Dig deeper: Ayo Akinyele, head of engineering at RippleX ( XRP-USD ), pointed to Google's research, saying "the findings show that the cryptography most blockchains rely on today can be broken by sufficiently advanced quantum computers, including the algorithms that secure wallets, sign transactions, and protect digital assets." Akinye...

财联社5月22日讯（编辑 史正丞） 对于担忧AI智能体过于“烧Token/钱”的企业和科技爱好者而言，CPU牛股英特尔提供了一种解决思路。 在周四发布的公告中，英特尔介绍称，公司内部AI超级构建团队打造了一款名为SuperClaw（超级龙虾）的混合智能体解决方案—— 使用端侧芯片处理高频和涉及敏感文件的任务，同时保留接入云端模型的能力，用于高级推理和外部数据检索。 英特尔举例称，接到任务指令后，SuperClaw会率先区分用户提交的任务是否能由端侧“小”模型完成。同时在任何任务被提交给云端大模型之前，SuperClaw都会执行具备隐私感知能力的路由与数据最小化处理。 公告称，通过这样的操作， 在面向企业的AI工作流中，能节约高达7成的Token消耗 。 英特尔也表示，这种有效利用本地算力的方式， 提供的产出能与单纯利用最先进云端大模型相近，在某些情况下还能更加优越 。 （SuperClaw在LLMrouterbench、SWEbench基准测试中的准确率结果） 公司还计划在未来版本中，加入自定义隐私策略的支持，使得企业能够根据自身需求定制“哪些数据不能上传至云端”。这项功能对于政府机构、医疗、法律服务等行业至关重要。 这项技术也有一定的局限性：英特尔表示该智能体面向利用18A工艺的最新一代酷睿Ultra 3系列处理器，以及锐炫专业版B系列显卡，且“平台性能越强”，整体体验（包括速度、运算成本和准确性）就越出色。 英特尔表示，SuperClaw已经吸引华硕、宏碁、微星、联想和微星等OEM厂商的关注， 该软件的测试版将于6月下旬开放下载 。 题外话：连头部科技公司都头疼的AI账单 随着Claude Code等AI工具在现代职场的采用率越来越高，一些大型企业已经闻到“AI烧钱”的焦糊味道。 上周有消息称，科技巨头微软已经要求体验与设备团队（包括负责Windows、Microsoft 365、Outlook、Teams和Surface的工程师）在6月底前逐步停止使用Claude Code，转而使用微软自研的Copilot CLI。 有知情人士透露，除了引导员工使用自家产品外，这同样也是一个“财务决策” 。 6月30日是微软财年的最后一天，7月开始取消Claude Code订阅也是控制新财年运营支出的方式之一。 更加直白的是出行巨头优步的首席技术官Praveen Neppal...