核心要点 阵亡将士纪念日周末，美国车主将面临近四年最高油价。 分析师警告，若 霍尔木兹海峡 持续封锁，今夏油价或突破 每加仑 5 美元 。 亚欧国家争抢美国成品油出口，将快速推高美国国内汽柴油价格。 原油库存下降，市场缓冲空间收紧。 阵亡将士纪念日长周末出行季，美国车主加油将遭遇近四年最高价；若 霍尔木兹海峡 未能恢复通航，今夏油价压力将进一步加剧。 周五全美汽油均价达 每加仑 4.55 美元 ，较 2 月 28 日美以对伊朗开战以来涨幅超 50% ，创 2022 年俄乌冲突后同期（阵亡将士纪念日前周五）最高水平。周四均价曾触及 2022 年 7 月以来峰值，周五小幅回落。 油价飙升主因伊朗封锁 霍尔木兹海峡 ，推动美国原油价格较战前暴涨超 40% 。该海峡连接波斯湾主要产油国与全球市场，是全球最重要的石油运输通道，其关闭引发史上最大规模原油供应中断。 油价信息平台 GasBuddy 石油分析主管帕特里克・德哈恩表示，若海峡持续关闭， 6 月油价或涨至每加仑 5 美元 。 本周假期前，特朗普宣布取消对伊朗的即刻打击、为谈判留时间，油价一度下跌近 7% 。但他多次承诺快速结束战争，结果均为局势升级、油价再度飙升。 “总统说谈判进展很大，但这种反复我们已见太多。” 德哈恩说。 他强调，市场需看到 霍尔木兹海峡 重启通航的 可验证、确定性进展 ，“每加仑 5 美元” 的风险才会消除；即便海峡恢复通行，油价或至 2027 年 才能完全回归正常。 特朗普周二对记者称，与伊朗谈判时，他 “ 丝毫未考虑 ” 美国人的经济困境。 “我不关心美国人的财务状况，我只在乎一件事：绝不能让伊朗拥有核武器。” 2009—2011 年曾任美国国务院国际能源事务特使的戴维・戈德温警告，全球原油库存快速下滑，仅剩 4—6 周 缓冲期，耗尽后汽柴油、航空煤油价格将大幅跳涨。 分析师指出，美国本土产量充足且有战略储备， 实际燃油短缺风险较低 ；但中东供应中断迫使亚欧争抢美国原油与成品油出口， 竞争将进一步推高美国国内油价 。 “我们面临每加仑 5 美元汽油、约 6—7 美元柴油的局面，根源是全球对美国成品油的争夺。” 戈德温说。 责任编辑：郭明煜

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Epic Games' Fortnite has returned to Apple’s App Store, reconnecting one of the largest mobile games with iOS users. The move comes while global regulators are reassessing Apple’s App Store rules and fee structure. The legal conflict between Epic and Apple over commissions and developer terms is still active. Regulatory outcomes from this dispute may influence Apple’s services business and investor risk profile for NasdaqGS:AAPL. Apple, through NasdaqGS:AAPL, is closely linked to the performance of its ecosystem, with the App Store and related services sitting alongside hardware as key business lines. Fortnite’s return places fresh attention on how Apple manages access, pricing, and control within its platform at a time when large technology platforms are facing closer scrutiny worldwide. For you as an investor, the situation is less about one game and more about how any future legal or regulatory changes might affect Apple’s fee model and terms for developers. Those outcomes could influence how Apple shapes its services revenue mix and the range of commercial arrangements it offers within the App Store over time. Stay updated on the most important news stories for Apple by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Apple. NasdaqGS:AAPL 1-Year Stock Price Chart Is Apple's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis. Investor Checklist Quick Assessment ⚖️ Price vs Analyst Target : At US$304.99, Apple trades about 1.2% below the average analyst target of US$308.65. ❌ Simply Wall St Valuation : Shares are trading at roughly 31.6% above the estimated fair value. ✅ Recent Momentum: The stock is up 14.6% over the last 30 days. There is only one way to know the right time to buy, sell or hold Apple. Head to Simply Wall St's company...

Semtech (SMTC) is likely to report "upside" to fiscal Q1 results and fiscal Q2 outlook as demand for Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

Imperial Petroleum (NASDAQ:IMPP) reported sharply higher first-quarter 2026 results, with management saying the company benefited from a larger fleet and a surge in tanker rates tied to geopolitical disruptions in the Middle East. Chief Executive Officer Harry Vafias said the quarter marked the company’s “second-best quarterly performance” in its history, with revenue of $61.7 million and net income of $28 million. Basic earnings per share were $0.60. Vafias said revenue rose 21% from the fourth quarter of 2025 and about 92% from the first quarter of 2025. Operating income was $26.5 million, up $12.8 million from the prior quarter and $18.7 million from the year-earlier period. Tanker Rates Surge After Middle East Disruption Management attributed much of the quarter’s strength to firm shipping markets, particularly in tankers. Vafias said tensions in the Middle East that began near the end of February and the closing of the Strait of Hormuz “tightened the tanker market, causing tanker rates to boom.” The company’s daily net revenue from tankers increased to about $43,000 per day in the first quarter, compared with $27,000 per day in the fourth quarter of 2025. Dry bulk daily net revenue also improved to about $16,000 per day. Vafias said Imperial employed six MR product tankers and two Suezmax vessels in the spot market, achieving average daily rates of about $29,000 per day for MR vessels and close to $95,000 per day for Suezmax vessels. One MR product tanker is employed under a period charter through September 2027. He said tanker markets had already been strong before the U.S.-Iran-Israel conflict, supported by added OPEC supply, the return of Venezuelan cargoes and long-haul product tanker trades from the Atlantic to the Pacific. The Strait of Hormuz blockage then drove oil trade disruptions, longer voyages, supply shortages and higher risk premiums. Vafias said Suezmax rates were above $250,000 per day at the end of the quarter. Dry Bulk Market Remains Firm Imp...

Roberto De Zerbi has defended Cristian Romero’s decision to miss Tottenham’s decisive final game against Everton on Sunday after the Spurs captain flew to Argentina to watch his boyhood club. Romero, who has not played since injuring a knee against Sunderland last month but has a chance of playing at the World Cup, has been criticised for opting to attend Belgrano’s game against River Plate in a league playoff final. But De Zerbi said Romero’s trip had been sanctioned by Tottenham’s medical department and pointed out that the 28-year-old cannot affect the result at home to Everton regardless. A win would guarantee Spurs will not be relegated for the first time since 1977 and a draw would almost certainly suffice given their goal difference is 12 better than that of third-bottom West Ham, who play at home to Leeds. “He spoke with the medical staff, together they decided to go to Argentina to complete the rehab with the Argentinian medical staff,” the head coach said. “We spoke last week and he always wanted to stay with us. The injury is already an injury, and we have to accept it. “I’m not stupid, if I understand there is any player, or some player who thinks for himself before the club, I can’t be the same Roberto. But with Kuti Romero, I can’t say nothing, because with me, in my time, he has been correct, in the beginning, until now.” Glenn Hoddle, the former Tottenham player and manager, said that Romero’s decision “sums his selfishness up”. But De Zerbi, asked whether he understood that criticism, said: “The decision was with the medical staff and I think he can change nothing if Romero tomorrow is in the stadium or not. And finally, I have no time to lose energy, to lose thinking about other things. We have to be focused just on the game, and I think we have the players good enough to achieve our target. “Sometimes not all leaders are the same. Ben Davies spoke with me, and he asked to stay today to work with us, and tomorrow we sleep in the hotel, and he wants...

财联社5月22日讯（编辑 牛占林） 由于市场对中东战争及物价上涨的担忧加剧，美国消费者信心在5月跌至历史最低水平，通胀预期进一步上升。 美国密歇根大学周五公布的数据显示，5月消费者信心指数终值降至44.8，创历史新低，低于预期的48.2，本月初公布的初值为48.2。 由于霍尔木兹海峡的供应中断持续推高汽油价格，美国消费者信心已连续第三个月下滑，目前的信心水平已经略低于2022年6月创下的历史低点。 密歇根大学消费者调查项目主管Joanne Hsu表示：“生活成本仍然是消费者最核心的担忧。57%的受访者主动提到，高企的物价正在侵蚀他们的个人财务状况，高于上个月的50%。” 她还指出：“独立选民和共和党人的消费者信心均出现下滑，这两个群体的信心指数都跌至本届总统任期以来的最低水平。” 更关键的是，消费者似乎担心，通胀上升不仅会局限于燃油价格，甚至可能在长期内扩散至更广泛的领域。 周五当天，美国汽油平均价格升至每加仑4.55美元，较2月28日美国与以色列对伊朗开战前上涨逾50%。这也是自2022年俄乌冲突以来，阵亡将士纪念日前夕美国司机所面临的最高汽油价格。 能源数据机构GasBuddy石油分析主管Patrick De Haan表示，如果霍尔木兹海峡持续关闭，美国汽油价格可能在6月某个时候升至每加仑5美元。 分析人士David Goldwyn指出，全球石油库存正在迅速下降，未来四到六周内，随着库存缓冲被逐步消耗殆尽，汽油、柴油和航空燃油价格都将进一步大幅上涨。 调查还显示，消费者对未来一年通胀率的预期由4月份的4.7%升至4.8%。相比之下，在战争爆发前的2月份，该指标仅为3.4%。与此同时，消费者对未来五年通胀率的长期预期则从上月的3.5%大幅升至3.9%。 近期全球金融市场持续震荡，投资者一方面评估中东战争何时可能结束，另一方面也在权衡高油价长期持续所带来的经济影响。 特朗普周二对记者表示，在与伊朗谈判期间，他“完全不会”考虑美国民众的财务压力。“我不会考虑美国人的财务状况。我谁都不考虑。我只考虑一件事：我们绝不能让伊朗拥有核武器。” 本周，美国30年期国债收益率升至金融危机前以来的最高水平；基准10年期美债收益率也触及一年多来的高位。 在通胀压力持续存在的背景下，美联储也释放出对降息更加谨慎的信号。 美联储理事沃勒周五在一次讲话中表示：“尽管衡量长期通胀预期的指标整...

AMD Invests Over $10 Billion in Taiwan's AI Ecosystem GuruFocus

This article first appeared on GuruFocus. Meta Platforms (NASDAQ:META) has settled a major lawsuit accusing Instagram and other social media platforms of disrupting learning across U.S. public schools and forcing districts to spend heavily responding to a youth mental health crisis. Meta was the last defendant left before a June trial, after Snap, TikTok and Google's YouTube reached settlements a week earlier. The terms were not disclosed in Thursday's filing, but Bloomberg Intelligence has estimated that the wider wave of school district lawsuits could create a collective theoretical liability of nearly $400 billion. The settlement removes a near-term courtroom risk for Meta and keeps CEO Mark Zuckerberg, Instagram head Adam Mosseri and other senior executives from testifying in the Oakland federal trial that had been scheduled to begin June 12. Plaintiffs' attorneys said Breathitt County School District's claims against Meta, Snap, TikTok and YouTube have been resolved, while their focus now shifts to the roughly 1,200 remaining school districts with cases still pending. Meta said it resolved the case amicably and remains focused on safety tools such as Teen Accounts and parental controls. For investors, the legal overhang is not gone. The next bellwether trial, tied to the Tucson, Arizona school district, is scheduled for early February 2027, while a separate case from dozens of state attorneys general is expected to begin in August and could potentially force product changes if Meta loses. The pressure follows a January Los Angeles youth social media addiction trial where Meta and Google were found liable and ordered to pay $6 million in damages, plus a separate New Mexico case in March where Meta was hit with a $375 million penalty. Meta has downplayed the broader financial impact, but CFO Susan Li has already warned that youth-related scrutiny and additional U.S. trials could possibly result in a material loss.

This article first appeared on GuruFocus. Canada is tightening the screws on global streaming platforms, with Netflix (NASDAQ:NFLX) and other online broadcasters now required to spend 15% of their annual Canadian revenue on local content. The Canadian Radio-television and Telecommunications Commission unveiled the new rules under the Online Streaming Act, pushing streaming platforms deeper into Canada's domestic broadcasting framework. The move raises the prior 5% contribution requirement for online broadcasters, while traditional broadcasters will see their Canadian content obligations lowered to 25% from the current 30% to 45% range. For investors, this could be another reminder that streaming growth is increasingly being shaped by regulation, not just subscriber trends and content spending. More than half of the required streamer contributions can be made directly through content, while part of the money will flow into funds that support Canadian and Indigenous programming. The regulator also introduced rules around the discoverability of Canadian content on platforms, potentially adding another operating requirement for companies already balancing production budgets, local market demands, and international policy pressure. The bigger question is whether this turns into a broader trade flashpoint. The US Trade Representative's office recently cited Canada's online platform laws as trade barriers, and Republicans in Congress introduced a March bill that would launch a trade investigation into the Online Streaming Act. The Motion Picture Association, which represents companies including Netflix, Paramount, Walt Disney (NYSE:DIS) and Amazon.com (NASDAQ:AMZN), said the rules are unfair and claimed they violate the US-Mexico-Canada Agreement. Its chairman and chief executive officer, Charles Rivkin, said the decision triples the cost of doing business in Canada and could make further investment and innovation less attractive, while the Canadian regulator acknowledged ...

Image source: The Motley Fool. Friday, May 22, 2026 at 7:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Xing Jin Vice President of Finance — Zhang Sha Interpreter — Mona Qiao Vice President — Thomas Chong TAKEAWAYS Total Revenue -- RMB 432.8 million, representing 45.6% year-over-year growth, primarily driven by the branded aesthetic center business. -- RMB 432.8 million, representing 45.6% year-over-year growth, primarily driven by the branded aesthetic center business. Aesthetic Center Revenue -- RMB 282.4 million, up 185.8% year over year, accounting for over 65% of total revenue. -- RMB 282.4 million, up 185.8% year over year, accounting for over 65% of total revenue. Aesthetic Center Gross Margin -- 27%, up 8.4 percentage points year over year and 3.3 percentage points quarter over quarter. -- 27%, up 8.4 percentage points year over year and 3.3 percentage points quarter over quarter. Clinic Footprint -- Operated 54 So-Young Clinics across 16 major cities, with a net addition of 5 centers in the quarter. -- Operated 54 So-Young Clinics across 16 major cities, with a net addition of 5 centers in the quarter. Verified Treatment Volume -- Exceeded 148,000, up 172% year over year. -- Exceeded 148,000, up 172% year over year. Number of Verified Treatments -- Surpassed 325,000, growing by 164% year over year. -- Surpassed 325,000, growing by 164% year over year. Active User Base -- Reached over 310,000 by end of March, with Level 3 and above core members exceeding 63,000. -- Reached over 310,000 by end of March, with Level 3 and above core members exceeding 63,000. Referrals Proportion -- New customers from referrals accounted for 52% of total new customers for the quarter. -- New customers from referrals accounted for 52% of total new customers for the quarter. Profitable Centers -- 41 centers profitable and 48 centers generating positive operating cash flow, representing net additions of 15 and 9 centers from the prior quarter, respectively. -- 41 centers pr...

Ross Stores just called out increased activity across all income cohorts. TJX told us how incredible the inventory selection is. This booming business at off-price retailers is further evidence that shoppers are feeling increasingly strained. Investors need to pay attention, even if these companies aren't in their portfolios, because consumer spending drives two-thirds of the American economy. Their buying behavior has implications for the Federal Reserve's next move — and that matters to the whole market. After Thursday's close, Ross Stores reported quarterly sales and earnings above expectations, with same-store sales surging 17%. CEO James Conroy said on the post-earnings call: "Comp increase was primarily driven by a growth in transactions, and we saw healthy increases in customer count on a comp store basis across income levels, ethnicities, and all age groups, including the young customer." It's no wonder the stock jumped more than 5.5% on Friday, pushing back toward record highs. For the week, the stock is up over 9%. Same story at TJX, our Club holding behind T.J. Maxx, Marshalls, and HomeGoods. On Wednesday's call, CFO John Klinger said that first-quarter comp growth of 6% was "driven equally by a higher average basket and an increase in customer transactions. … Across all geographies, income, demographic bands, we're very pleased with what we saw." Shares surged on earnings day and are up more than 6% for the week. While shoppers seek out similar value at Walmart — and its earnings Thursday morning showed some of that — it was the retail giant's warning about high gas prices that got all the attention because it dinged the company's outlook. On the Walmart call, CFO John David Rainey said, "We have a large fuel business, and we see that in the most recent period, the number of gallons that customers fill up with when they come to our fuel stations fell below 10 for the first time since 2022. That's an indication of stress." He did try to blunt some of that...

专注于Solana生态的数字资产基础设施公司Solmate Infrastructure于5月21日宣布，其首席执行官Ron Sade与董事会成员Keren Maimon通过注册直接发行方式，以高于市场价的价格联合购入公司229.8万股B类普通股，个人总投资额超过1000万美元，每股定价为4.97美元。 此次发行是依据公司向美国证券交易委员会提交的搁架注册声明进行的，预计将于2026年5月27日完成交割。交易完成后，公司预计获得约1140万美元的毛收益。 Sade在声明中表示，他对Solmate的未来发展道路从未如此充满信心，这笔个人投资正是这一信念的体现，也代表着他与股东利益的高度一致。Maimon则补充称，公司有望成为机构投资者进入Solana生态系统的重要门户，她为自己能投资公司并支持其下一阶段增长感到自豪。 Solmate总部位于爱尔兰都柏林，并在阿布扎比设有运营机构，专注于在阿联酋发展Solana区块链基础设施服务。公司运营验证节点、质押基础设施、RPC服务及托管解决方案。截至2026年初，公司持有约123.5万枚SOL作为核心资产。此次以溢价而非折价的内部人认购，被视为管理层向市场释放的积极信号，表明其对公司长期战略及资产价值充满信心。 责任编辑：张俊 SF065

Ralph Lauren ( RL ) declares $1.00/share quarterly dividend , 9.6% increase from prior dividend of $0.9125. Forward yield 1.07% Payable July 10; for shareholders of record June 26; ex-div June 26. See RL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Ralph Lauren Ralph Lauren: A Clear Outlier In Retail Ralph Lauren Corporation (RL) Q4 2026 Earnings Call Transcript Ralph Lauren: Coveted Brand With Strong Outlook, Shares Fairly Valued Ralph Lauren anticipates 4%-5% fiscal 2027 revenue growth with 40-60 bps operating margin expansion Ralph Lauren soars after higher pricing, strong demand offsets tariff impact

面对每天上千份上市公司公告该看哪些？重大事项公告动辄几十页几百页重点是啥？公告里一堆专业术语不知道算利好还是利空？请看财联社公司新闻部 《速读公告》 栏目，我们派驻全国的记者们将于公告当晚为您带来准确、快速、专业的解读。 财联社5月22日讯（记者 汪斌） 因荷兰方面限制措施，核心子公司安世半导体（Nexperia）控制权长期受限， *ST闻泰 （600745.SH）正式在国内法律战场发起反击。 公司今日晚间公告称，已就与安世控股、安世有限公司及相关个人等的侵权责任纠纷，向广东省东莞市中级人民法院提起诉讼，要求被告方赔偿因其执行或协助执行“歧视性限制措施”给公司造成的经济损失暂计人民币80亿元，并立即停止相关侵权行为。若被告方无法停止侵权，公司进一步要求法院判令将安世半导体在华核心子公司股权无偿转让至闻泰科技名下。 此举意味着闻泰科技为夺回对安世的控制权，已将法律诉讼从欧洲引向国内。浙江君安世纪律师事务所律师武四化对财联社记者表示：这是《中华人民共和国反外国制裁法》颁布实施以来，首次被一家A股上市公司在针对外国政府措施的民事诉讼中作为核心法律依据援引。若法院支持原告诉请，将开创中国企业利用国内法对抗外国歧视性措施的司法先例。 “闻泰以侵权责任纠纷起诉，实质是主张被告执行荷兰政府指令构成侵权，故向相关人员索赔80亿元。国内法院如何审查被告的“外国主权行为”抗辩，以及闻泰损失与被告行为之间的因果关系能否成立，可能是双方争议焦点与看点。”武四化进一步表示，此案的意义已超越个案，将为我国反外国制裁法的司法适用提供重要案例参考。 根据公告，此次诉讼的原告为闻泰科技及其子公司裕成控股，被告则包括Nexperia Holding B.V.（安世控股）、Nexperia B.V.（安世有限公司）、三名个人Ruben Everard Gerard Lichtenberg、Achim Albert Kempe、Stefan Tilger以及ITEC B.V.（安泰可）。案件已于2026年5月22日获法院立案受理。 闻泰科技在公告中陈述了提起诉讼的事实与理由。公司指出，前期其子公司安世半导体收到荷兰经济事务与气候政策部的部长令以及阿姆斯特丹上诉法院企业法庭的裁决。尽管部长令已被宣布暂停，但企业法庭的相关裁决仍然生效，导致闻泰科技对安世半导体的控制权“仍暂处于受限状态”。公司认为，前述荷兰方...

Key Points Redwire won two drone contracts this week, worth tens of millions of dollars combined. The company also awarded a subcontract to its space station partner Voyager Technologies. 10 stocks we like better than Redwire › Redwire Corporation (NYSE: RDW) stock is on a roll -- in more ways than one. For three days running, shares of the aerospace-space-and-defense company have hit successively higher highs, including an 12.2% run-up through 10:15 a.m. ET this morning. Driving the share price gains is Redwire's business success, and a series of contract awards announced over the past few days. 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 » Redwire on Earth Redwire started its life as a pure-play space stock, building equipment necessary to create an industrial infrastructure in space. In 2025, however, the company came down to Earth just a bit, spending $925 million to acquire Edge Autonomy, and turning itself into a drones stock in the process. This move is already paying off. So far this week, Redwire has booked two separate drone contracts totaling tens of millions of dollars. For $15 million, Redwire will supply a third batch of Stalker surveillance UAVs to the U.S. Army's 1st Aviation Brigade, bringing total orders to $24.8 million over the last eight months. In a separate award worth "high eight-figures" (i.e., tens of millions of dollars) over a "multi-year" period, Redwire will supply Penguin Mk3 drones to an unidentified NATO ally. Redwire in space Redwire's third contract news of the past three days returns to its roots as a space company -- this time as a prime contractor on the DARPA "Otter" program developing air-breathing spaceplanes that can operate at very low Earth orbit (VLEO), and maneuver in and partially refuel by "breathing" in the air of Earth's upper atmosphere. Redwire...

市场对美伊达成协议、将脆弱的停火转化为持久和平的期待提振了华尔街的乐观情绪，推动美国股市迎来自2023年12月以来最长的周连涨纪录。 纽约时间10：15，标普500指数上涨0.4%， 纳斯达克 100指数和道指上涨0.6%。 在从战争引发的低点反弹约18%后，标普500指数有望实现连续第八周上涨。美国原油价格持续大幅波动，交易员试图判断通过关键的霍尔木兹海峡的能源运输何时能完全恢复。 这场冲突已持续近三个月，德黑兰正考虑美国提交的最新提案。巴基斯坦称其陆军参谋长正前往德黑兰，暗示止战谈判取得进展。路透同时报道称，卡塔尔谈判代表团已与美国协调后抵达德黑兰，以争取达成协议。 投资者正忽略宏观层面的不利因素，转而对有关和平前景的积极言论给予正面回应。Piper Sandler的Craig Johnson表示，这已成为股市的利好因素。 “股市正呈现出一种‘由希望驱动’的反弹，”他表示。 责任编辑：何云

叶向东长期在发电企业工作，早年从华能重庆珞璜电厂起步，直至担任华能集团副总；2020年1月，任华电集团总经理至今 资料图：叶向东。图：华电集团 【财新网】 中国五大发电集团之一的中国华电集团有限公司（下称华电集团）换帅，迎来新任“一把手”， 原总经理叶向东接替江毅，任集团董事长、党组书记。 5月22日，华电集团召开中层以上管理人员大会。中央组织部有关负责同志宣布了上述决定。 叶向东现年59岁（1967年8月出生），硕士研究生学历，毕业于重庆大学热动专业，1986年8月参加工作。 叶向东的职业经历集中于发电企业。早年，他曾在华能重庆珞璜电厂、华能国际电力股份公司、华能呼伦贝尔能源开发公司任职，后曾担任中国华能集团总工程师、副总经理等职务。

随着伊朗战争引发的能源冲击推高价格，美联储理事沃勒表示， 他支持明确表明美联储下一步加息与降息可能性相当。 沃勒表示，他目前的立场是耐心维持利率不变，直到战争的影响更加明朗。但他周五警告称，如果通胀没有很快开始放缓，他不排除未来加息的可能性。 “通胀并未朝着正确方向发展，”他在法兰克福的会议上发表题为“政策风险已经改变”的演讲时表示。“我支持在我们的政策声明中移除‘宽松倾向’措辞，以明确表明未来降息的可能性并不高于加息。” 沃勒表示，油价冲击可能很快消退，但他补充称：“如果通胀不能尽快缓解，我将不再排除往后会加息的可能性。” 联邦公开市场委员会在4月政策会议上决定将联邦基金利率目标区间维持在3.5%-3.75%不变。不过，该决定遭到三位政策制定者反对，他们不满会后声明中所谓“宽松倾向”的措辞，认为这暗示美联储最终将恢复降息。 沃勒认为劳动力市场趋稳，但并不火热，并表示他认为当前美联储基准利率对美国经济有限制性。 尽管如此，他表示，当前政策更大的决定因素是通胀前景，而这取决于战争最终持续多久。 “如果我认为通胀预期开始失去锚定，我将毫不犹豫支持提高联邦基金利率目标区间，”沃勒表示。“但目前采取这一行动为时过早。现在是静观冲突和数据如何演变的时候。” 责任编辑：何云

Key Points Energy companies are profiting as much as anyone from artificial intelligence (AI). With data center expansion, they will have even more revenue opportunities. Bloom Energy and GE Vernova are two stocks that can be long-term winners. 10 stocks we like better than Bloom Energy › If there's an investing theme in 2026, it's that energy stocks are no longer sitting quietly in the background as pick-and-shovel plays in the artificial intelligence (AI) sector. As uncertainty swirls around oil prices and the broader markets, certain companies are still handily outperforming the S&P 500. Narrowing down where to invest, however, gets trickier. As more retail investors start scooping up shares of energy companies powering AI workloads, sending stock prices higher in the short term, it can become difficult to figure out which companies could offer durable returns. 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 » The two that we'll look at today -- Bloom Energy (NYSE: BE) and GE Vernova (NYSE: GEV) -- not only have provided short-term gains but also have large, long-term potential intact. Here's why. Reliable power deployed in 90 days or less For energy demand, Bloom found a niche in the energy sector with its solid-oxide fuel cells, generating on-site power that can fit into existing infrastructure. Each of its energy server providers has enough baseload power for 100 homes or a small office building, and each is roughly the size of an average parking space. Companies can either base most of their power needs on Bloom's energy servers or set up a microgrid that kicks in when there are power disruptions caused by strain on traditional grids or outages from extreme weather. The surge in demand for Bloom's on-site power generation is largely being fueled by the energy needs of AI, with data center ope...

American Tower ( AMT ) declares $1.79/share quarterly dividend , in line with previous. Forward yield 3.94% Payable July 13; for shareholders of record June 12; ex-div June 12. See AMT Dividend Scorecard, Yield Chart, & Dividend Growth. More on American Tower American Tower Corporation (AMT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript American Tower Corporation (AMT) Presents at MoffettNathanson's Media, Internet & Communications Conference Transcript American Tower Suffers Mixed Optics, Despite Robust 5G/Data Center Fundamentals 16 of 23 REIT stocks beat Wall Street revenue views this week: Earnings Scorecard Mid-to-mega-cap REIT shorts hit extremes in April: 5 most & least shorted stocks

Workday (WDAY +3.75%) stock is posting gains on Friday following the company's latest quarterly report. The software specialist's share price was up 3.7% as of 11 a.m. ET. Meanwhile, the S&P 500 and the Nasdaq Composite were both up 0.4%. The stock had been up as much as 9.7% earlier in trading. Workday published its fiscal 2027 first-quarter results after the market closed yesterday and reported sales and earnings for the period that exceeded the average Wall Street forecasts. The company's fiscal first quarter ended April 30. The company also issued guidance that has investors feeling bullish on the stock. Workday rises on Q1 beats Workday posted non-GAAP (adjusted) earnings of $2.66 per share on revenue of $2.54 billion in Q1. The company's adjusted earnings per share beat the average Wall Street analyst estimate by $0.14, and the sales for the period topped the average forecast by $20 million. Subscription revenues increased 14.3% year over year to come in at roughly $2.35 billion, helping to push overall sales in the quarter up 13.4% year over year. Expand NASDAQ : WDAY Workday Today's Change ( 3.75 %) $ 4.57 Current Price $ 126.42 Key Data Points Market Cap $31B Day's Range $ 125.21 - $ 133.70 52wk Range $ 110.36 - $ 257.09 Volume 277.5K Avg Vol 5.5M Gross Margin 75.66 % What's next for Workday? With its fiscal Q1 report, Workday reiterated guidance for subscription revenue to come in between $9.925 billion and $9.950 billion for the 2027 fiscal year. On the other hand, the company raised its adjusted operating margin guidance to 30.5% -- up from its previous guidance for a margin of 30%. While some investors have had concerns about Workday potentially being disrupted by new artificial intelligence software, the company's fiscal Q1 report, commentary, and forward guidance are seemingly helping to assuage those fears.

Message timed out. Too many requests. Too. Many. Requests. Too many. I’m sorry, Dave, I can’t let you do that. Don’t open the doors. I’m afraid, Dave. Harry Maguire’s mum appears to be extremely upset. And with those magical words the journey begins. A journey into fantasy, joy and beer thrown in the air, into issues of identity and national character. All of it launched with a far more accurate definition of Englishness than Sir Gareth ever managed. Specifically, the fact that nothing ever bleeding well works around here, plus some very solid evidence for always being wary of people called Jez promising tech‑based solutions for things that don’t really need solutions. The Football Association had made a great play of its World Cup squad announcement process. The big selling point was the chance to watch the whole thing exclusively live on the Football Association app, which you would of course have to download and offer up your data to access. You can already hear the men in polyester-mix suits coming on like a bunch of estate agents pumping out a glass-and-steel cupboard on a former waste disposal site as a state-of-the-art lifestyle opportunity. Own the moment. Monetise our content. In the event, the best thing to say about the great England squad reveal is that we are already ahead of the curve. We have farce. Farce has been achieved in record time. The FA’s app duly crashed for many users at the scheduled 9.45am launch time, offering only upbeat music, a clip of a presenter saying: “We’re breaking the news!” and a video of some dogs. More to the point, the news had already been broken by messier means. Notably by Harry Maguire on social media, and then by Harry Maguire’s mum, who really gets the platform, and who expertly moved us on to secondary content status with some observations on the allegedly disgusting nature of the omission of Harry Maguire. What is it with Thomas Tuchel and mums? Southgate had spitfires. Tuchel has angry mums, from his own one on Jud...

DocuSign's (DOCU) AI-backed platform IAM, initially targeted at mid-market clients, is increasingly Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

格隆汇5月22日｜受联想营收超预期股价大涨刺激，美股市场PC制造商股价也大幅上涨。其中，惠普(HPQ.US)大涨超15%，戴尔(DELL.US)大涨超16%创历史新高。

Carl Court Stocks rose Friday helped by technology hardware names and hopes of progress on an Iran peace deal. The Dow Jones Industrial Average ( DJI ) led the major indexes, advancing +0.67% to 50,621.15. The S&P 500 ( SP500 ) rose +0.43% to 7,477.83, while the Nasdaq Composite ( COMP:IND ) edged up +0.36% to 26,386.48. Crude oil ( CL1:COM ) climbed +1.26% to $97.56 per barrel, while gold ( XAUUSD:CUR ) slipped -1.04% to $4,495.65. Market sentiment was boosted by renewed hopes for a potential diplomatic agreement to ease the ongoing conflict in the Middle East, with Pakistan's army chief reportedly heading to Tehran. Treasury yields were mixed across the curve and turned green on the shorter end after Federal Reserve Governor Christopher Waller, who had pushed for a rate cut as recently as January, said on Friday that he can no longer rule out a rate hike "further down the road if inflation does not abate soon." The 2-year yield ( US2Y ) rose 2.9 basis points to 4.12%, while the 10-year ( US10Y ) ticked up marginally to 4.57%. The 30-year yield ( US30Y ) edged lower by less than 1 basis point to 5.09%. Short-term rates remained anchored, with the 3-month yield at 3.66%. Dell Technologies ( DELL ) soared +15.78% to lead S&P 500 gainers, with HP Inc. ( HPQ ) following at +14.32% and Qualcomm ( QCOM ) jumping +11.93%. Estée Lauder ( EL ) added +10.35% and NetApp ( NTAP ) rose +9.92%. On the downside, Take-Two Interactive ( TTWO ) fell -6.95%, while crypto-exposed names Coinbase ( COIN ) and Robinhood ( HOOD ) declined -2.45% and -2.40%, respectively. “There is simply no question that the stock market is overheated and stretched in valuation, and we would characterize the recent stock market moves as a blow-off top, which never ends well,” said David Bahnsen, chief investment officer at The Bahnsen Group. More on the markets Stagflation Is Intensifying: It's (Almost) Time To Panic First-Quarter Earnings Driving Stocks To Record Highs How To Build A $1 Million Conservat...

TLDR AMD announced a $10 billion+ investment in Taiwan’s semiconductor ecosystem to support next-gen AI chips The investment targets advanced packaging manufacturing and strategic partnerships AMD stock opened at $449.59 on Friday, up 6.10%, near its 52-week high of $469.21 Q1 revenue came in at $10.25 billion, up 37.8% year-over-year, beating estimates Institutional ownership stands at 71.34%, with multiple funds adding new positions recently Advanced Micro Devices (AMD) said it will invest more than $10 billion across Taiwan’s semiconductor ecosystem to scale its next-generation AI chip production. Advanced Micro Devices, Inc., AMD The investment centers on advanced packaging manufacturing and expanding strategic partnerships in a region that sits at the heart of the global chip supply chain. AMD stock opened at $449.59 on Friday, up 6.10% on the day, and is trading close to its 52-week high of $469.21. The stock has climbed sharply from its 52-week low of $107.67. CEO Lisa Su said AMD is asking partners to ramp production in response to strong AI demand. That signals the company expects shipment volumes to keep rising. AMD is also ramping its 6th Gen EPYC “Venice” CPUs on TSMC’s 2nm manufacturing process. That’s a meaningful manufacturing milestone for the company’s data center ambitions. The broader context: AMD is pushing for a bigger slice of AI infrastructure spending from cloud providers, enterprises, and governments — a market currently led by Nvidia. Q1 Earnings Beat Expectations AMD reported Q1 earnings per share of $1.37, topping analyst estimates of $1.29. Revenue hit $10.25 billion, ahead of the $9.90 billion consensus, and up 37.8% from the same quarter last year. The company posted a net margin of 13.37% and a return on equity of 9.55%. Analysts now expect full-year EPS of $6.20 for the current fiscal year. Those numbers have kept institutional interest steady. Institutional investors now hold 71.34% of AMD stock. Several smaller funds added new posi...

This article first appeared on GuruFocus. SpaceX is preparing what could become the largest IPO in history, with plans to raise at least $75 billion at a valuation of as much as $2 trillion. Financial paperwork unveiled on May 20 showed that Elon Musk would retain control through a super-voting share structure, keeping SpaceX tied closely to his long-term strategy across rockets, Starlink, artificial intelligence and space infrastructure. For investors, the story is no longer just about launch dominance. It is becoming a much broader bet on whether Musk can turn SpaceX into a combined space-and-AI platform with enough scale to support one of the market's most ambitious valuations. The company's February all-stock acquisition of xAI has reshaped that pitch. SpaceX now owns Grok and X, while its AI segment posted a $6.4 billion operating loss last year and nearly $2.5 billion in the first three months of 2026. xAI is also burning around $1 billion of cash per month, according to people briefed on the company's financials. Still, SpaceX said AI represents $26.5 trillion of its $28.5 trillion quantifiable total addressable market, and the company has entered into a deal for Anthropic to pay $1.25 billion per month through May 2029 for AI computing capacity. That could make the IPO more attractive to investors seeking AI exposure, but it could also raise questions about whether Starlink's cash flow and SpaceX's core space businesses are being tied to a costly AI buildout. The IPO process could move quickly after SpaceX's confidential March 2026 filing and the public filing released on May 20, with shares possibly beginning to trade as soon as June 12, according to Bloomberg. Wall Street is already positioned for the offering, with 23 banks working on the deal, led by Goldman Sachs Group, Morgan Stanley, Bank of America, Citigroup and JPMorgan Chase. Musk currently holds 85.1% voting control of SpaceX, and investors weighing the deal may have to balance that control again...

Keros Therapeutics KROS is a clinical-stage biopharmaceutical company developing protein therapeutics that modulate transforming growth factor-beta family signaling across skeletal muscle, bone, and adipose tissue, among other areas. Heading into 2026, the investment debate is increasingly centered on rinvatercept (KER-065) as Keros’ lead wholly owned neuromuscular program, with multiple near-term clinical and regulatory touchpoints that can reset expectations as plans move into execution. KROS Pipeline Snapshot Heading Into 2026 Catalysts Keros’ pipeline strategy emphasizes selectively targeting transforming growth factor-beta pathway ligands to restore tissue growth and repair. Within that framework, rinvatercept is now positioned as the lead wholly owned program for neuromuscular indications, including Duchenne muscular dystrophy and amyotrophic lateral sclerosis. The next leg of the story is catalyst-driven. Keros has mapped study starts and regulatory interactions that could broaden investor interest as timelines become more concrete. The setup also benefits from a leaner internal research and development base after elritercept responsibilities and costs transitioned to Takeda, which supports focus on rinvatercept execution. Keros’ Rinvatercept Mechanism and What It Aims To Do Rinvatercept is engineered to selectively bind and inhibit transforming growth factor-beta ligands, including myostatin (growth differentiation factor 8) and activin A. Keros views these ligands as key negative regulators of muscle and bone mass and strength. By blocking these pathways, the company believes rinvatercept has the potential to promote skeletal muscle regeneration and increase muscle size and strength. The same thesis extends to reductions in body fat and muscle fibrosis, alongside enhanced overall bone strength, creating a mechanistic rationale that fits both DMD and ALS development plans. Keros Therapeutics, Inc. Price and Consensus Keros Therapeutics, Inc. price-consensus-...

Comparing units outstanding versus one week ago at the coverage universe of ETFs at ETF Channel, the biggest inflow was seen in the DRAM ETF, which added 51,590,000 units, or a 36.5% increase week over week. And on a percentage change basis, the ETF with the biggest increase in inflows was the TPFG ETF, which added 250,000 units, for a 40.0% increase in outstanding units. VIDEO: DRAM, TPFG: Big ETF Inflows The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.