格隆汇5月22日｜礼来股价涨2.5%，报1068.65美元/股，创2月中旬以来新高，总市值重上1万亿美元。

Huxe, an app developed by former NotebookLM developers that let users put in a prompt and generate a podcast or a podcast series about a topic, is shutting down. The announcement comes a day after Spotify released a personal podcast feature that works similarly. The company said that it is removing the app from App Store and Play Store, and if users already have the app installed, it will work for seven days. After that, the company will delete all data related to users. The startup didn’t specify the reason behind the shutdown. “We’ve made the decision to wind down Huxe. The team is moving on to new things, and we won’t be continuing development of the product,” according to an email sent to customers. The consumer AI market is highly competitive, as often core products of startups turn into commoditized features of large companies. Podcast creation for knowledge is on a similar trajectory. After NotebookLM popularized the feature, other big companies like Adobe, Amazon, ElevenLabs, Meta, and now Spotify emulated the feature in a way. Google also released a separate feature to create podcasts based on your Discover feed. Huxe was started in late 2024 by former Google employees Raiza Martin, along with Jason Spielman and Stephen Hughes. The startup had raised $4.6 million in funding from Conviction, Genius Ventures, Figma CEO Dylan Field, and Google Research’s chief scientist Jeff Dean. Other startups, Achor co-founders and former Spotify execs’ app Oboe, and Sun, which is part of an a16z speedrun cohort, are attempting to build an audience for audio-focused learning. As AI models get better, they are able to convert one format to another, from text to audio, and audio to video. Companies that focus on only one kind of conversion modality for consumers might find it difficult to bring long-term usage and revenue to their apps. Because of AI, companies are shipping features fast and bringing their products to feature parity, which might affect some startups. In Huxe’...

Sundry Photography GF Securities (Hong Kong) said Nvidia ( NVDA ) is expected to focus on Vera Central Processing Units, or CPUs, while Intel ( INTC ) is anticipated to highlight its entry-level CPU Wildcat Lake at the COMPUTEX 2026 trade show in Taiwan from June 2. Analysts led by Evan Lee said that the rising Arm ( ARM )-based penetration will not cannibalize the x86 camp, as the overall Total Addressable Market, or TAM, is expanding rapidly enough. Therefore, the analysts expect Intel ( INTC ) (rated Buy), Advanced Micro Devices ( AMD ) (rated Buy), and Arm to all benefit from this agentic AI-driven growth. On the supply chain front, ABF substrates continue to be the key bottleneck, and the analysts view Kinsus as the main beneficiary due to its likely major share in Vera CPU’s substrate. On the other hand, the analysts expect IBIDEN and Unimicron to benefit from Intel’s expanding CPU volume. Nvidia "At the upcoming Nvidia’s Keynote on June 1st, we expect the company to highlight the Vera CPU systems purpose-built for Agentic AI, showcasing its superior inference capabilities by delivering up to 1.5x faster, 2x performance, and 4x density per rack vs x86 alternatives. For now, per our NVDA’s review report on May 21, based on OSATs’ CoWoS-R build estimates, we conservatively forecast Vera CPU shipments of 1.2m/4.2m units in FY27E/FY28E. That said, we expect its standalone rack solution to gain traction moving forward," said Lee and his team. The analysts noted that according to the Rubin Pod layout debuted at GTC, pairing two Vera CPU racks (256 CPUs) with 16 Rubin NVL72 racks (1152 GPUs and 576 CPUs) yields a nearly 1:1 GPU-to-CPU ratio (1152 Graphics Processing Units, or GPUs, and 1088 GPUs). The analysts added that Intel's CEO Li-Bu Tan said on May 19 that agentic/reinforced learning workflows could even drive this ratio to 1:4. Therefore, considering frontier models’ deployments (Claude Opus 4.7, Gemini 3.5, GPT-5.5, etc.) amid surging agentic applications, th...

Advanced Micro Devices (AMD) experienced significant positive share price movement today, largely driven by strategic company announcements and robust industry trends related to artificial intelligence. The company's CEO, Lisa Su, highlighted a substantial increase in demand for central processing units (CPUs), particularly fueled by AI inferencing and agentic AI workloads, which is positioning CPUs as critical components in data center computing once again. This unexpected surge in demand has led AMD to accelerate production and anticipate continued supply expansion throughout the current year and significantly into 2027 and beyond. Further bolstering investor confidence, AMD announced plans for a significant investment exceeding $10 billion within Taiwan's AI supply chain ecosystem. This strategic capital deployment aims to expand advanced chip manufacturing and packaging capabilities, alongside co-investments with partners to secure long-term production capacity extending at least through 2029. Concurrently, AMD confirmed that it has initiated the ramp-up of production for its next-generation Venice CPUs, utilizing Taiwan Semiconductor Manufacturing Company's (TSMC) advanced 2-nanometer process technology. The positive sentiment is also reflected in recent analyst forecasts, with multiple firms issuing increased price targets for AMD. The consensus among analysts indicates a "Buy" rating for the stock, with a strong proportion recommending a "Strong Buy," underscoring optimism regarding the company's long-term server CPU opportunities driven by AI. Moreover, AMD demonstrated strong market share gains in the server CPU segment during the first quarter of 2026, further solidifying its competitive position. These combined factors contribute to the positive intraday performance of the company's shares.

Atlanta, May 22, 2026 – The Central Libary of the Fulton County Public Library buzzed with anticipation as a capacity audience gathered for a special screening of A Chip Odyssey, presented by the Taipei Economic and Cultural Office (TECO) in Atlanta. At the film screening, Georgia Asian Times speaks with Director Hsiao Chu-Chen, who had flown in from New York en route from Taipei, for a wide-ranging conversation about the documentary, Taiwan's improbable technological rise. The film is Taiwan's first documentary to chronicle its five-decade ascent in the semiconductor industry. It had its genesis not in a boardroom pitch, but at a memorial service. In 2019, Director Hsiao was deeply moved by eulogies honoring semiconductor pioneer Hu Ding-Hwa, whose early engineers had traveled overseas on a national mission to acquire the technical knowledge that would ignite Taiwan's chip revolution. “I kept asking myself: what is the spirit at the core of this story?” Hsiao shared with Georgia Asian Times. That question drove five years of production and interviews with nearly 80 figures from across the industry. The answer, she concluded, was rooted in existential crisis. In the early 1970s, Taiwan found itself in a precarious position on the world stage. Taiwan was expelled from the United Nations and facing profound diplomatic isolation. It was in this climate of uncertainty that government ministers convened and made a bold, almost audacious decision: to wager Taiwan's economic future on the semiconductor industry, a field the island had virtually no experience in. “Taiwan had to find a way to keep existing in this world,” Hsiao said, recalling how official meeting minutes from the era used words like “betting” and “gambling” to describe the strategy. “That decision is why we have this story to tell fifty years later.” “Taiwan's semiconductor success wasn't stolen from anyone. It came from sacrifice, resolve, and a willingness to bet everything on an uncertain future,” Direct...

Google is many things, but most of the time it’s a verb: It is what it is to search the internet for information. But what if it’s an AI agent doing the searching? And it’s doing it proactively? Without even telling you about it? In the world Google imagines, in which so much of the actual googling happens without your prompting, involvement, or even knowledge, can you even call Google a search engine anymore? Verge subscribers, don’t forget you get exclusive access to ad-free Vergecast wherever you get your podcasts. Head here. Not a subscriber? You can sign up here. These are the heady questions we get to in this episode of The Vergecast. But first, we have some news to talk about. There’s the corporate news — which really boils down to “nothing that matters is changing” — and there’s some exciting podcast news. The Vergecast is going daily! Starting June 1st, we’ll be in your feeds five days a week. We’d love to hear all your thoughts, story ideas, feedback, deep-seated fears, and qualms about all of this, so give us a call at 866-VERGE11 or email us at vergecast@theverge.com. Then it’s on to the news of the week. Which is mostly from Google I/O, where Nilay went both to cover the event and to chat with Google CEO Sundar Pichai. Nilay and David discuss all the ways search is changing, why Google seems so confident in its place in the AI ecosystem, and what this all means for the future of the web. And, frankly, whether the web even still has a future. If you want to know more about everything we discuss in this episode, here are some links to get you started:

Key Points Fund sold 70,437 shares of Photronics in Q1 2026; estimated trade size was $2.55 million based on quarterly average pricing. Quarter-end value of the PLAB position decreased by $1.94 million, reflecting both share sales and price movement over the period. Trade represented a 1.1% change in the fund’s 13F reportable assets under management (AUM). Post-trade, the fund held 37,567 shares valued at $1.52 million as of March 31, 2026. The position now accounts for 0.66% of AUM, placing it outside the fund’s top five holdings. 10 stocks we like better than Photronics › Meros Investment Management, LP disclosed on May 14, 2026, that it sold 70,437 shares of Photronics (NASDAQ:PLAB), an estimated $2.55 million trade based on the quarterly average price. What happened According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, Meros Investment Management, LP reduced its holdings in Photronics by 70,437 shares during the first quarter of 2026. The estimated value of the shares sold was $2.55 million, based on the average quarterly closing price. The net value of the position declined by $1.94 million over the period, reflecting both trading activity and stock price changes. What else to know Meros trimmed its PLAB stake, which now represents 0.66% of 13F AUM after the filing. Top holdings after the filing: NYSE: DCO: $15.64 million (6.8% of AUM) NYSE: WTTR: $13.98 million (6.1% of AUM) NYSE: NVRI: $12.28 million (5.3% of AUM) NYSE: THR: $12.17 million (5.3% of AUM) NASDAQ: MGNI: $11.79 million (5.1% of AUM) As of May 13, 2026, Photronics shares were priced at $51.86, up 147.8% over the past year, outperforming the S&P 500 by 121.32 percentage points. Company Overview Metric Value Price (as of market close 2026-05-13) $51.86 Market Capitalization $3.05 billion Revenue (TTM) $862.22 million Net Income (TTM) $192.15 million Company Snapshot Manufactures and sells photomask products used in the production of integrated circuits and flat panel dis...

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.Micron Chairman, President and CEO Sanjay Mehrotra and other executives will host the event, 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 Don Scott. They will be joined by other distinguished guests from the Trump Administration, Congress, the Commonwealth of Virginia and local governments, customers, suppliers, the business community and partners from area academic institutions, nonprofits and other community groups.Micron's more than $2 billion investment in the expansion and modernization of its Manassas fab, which supports more than 3,100 direct manufacturing and community jobs, is supported by federal, state and local incentives."Today's achievement is an important step in Micron's $200 billion investment plan to expand memory manufacturing and R&D in the U.S.," said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. "It reflects Micron's enduring commitment to the customers and industries that depend on long-lifecycle memory for critical applications. We are proud to bring advanced 1α DRAM manufacturing to American soil, strengthening domestic supply for U.S. customers and the global mar...

Micron Advances Made-in-America Memory with Manufacturing Expansion in Virginia TechPowerUp

格隆汇5月22日｜美国国务卿鲁比奥：与伊朗的谈判取得了一些进展，但我不愿夸大其词，我们还没到那一步。

美国国家公路交通安全管理局(NHTSA)于5月21日公布， 特斯拉 将在美国召回14，575辆2025至2026款Model Y SUV，原因是这些车辆出厂时可能未安装符合联邦法规要求的重量认证标签。 根据NHTSA的说明，认证标签需标明车辆额定载重、自重等关键参数。缺失该标签可能导致车主无法获知车辆载重上限，存在无意中超载的风险。超载会影响车辆配重、制动性能及操控稳定性，增加高速行驶或变道时发生碰撞的可能性。截至目前，尚无因该问题导致的碰撞、死亡或受伤报告。 此次召回涉及两个生产时段：2024年11月17日至2025年2月24日生产的2025款Model Y，以及2025年2月25日至2026年4月21日生产的2026款Model Y。问题源于特斯拉弗里蒙特工厂一套自动视觉扫描工具在长达五个月的时间内执行不一致，未能确认每辆车上是否都贴有标签。公司已于4月17日发现该问题并修复设备，目前生产线上已增加人工双重检查环节。 与多数可通过软件更新修复的召回不同，此次问题需要车主将车辆送至服务中心进行检查并免费补装标签。特斯拉计划自7月17日起向车主邮寄召回通知。这并非特斯拉首次出现类似问题，2019年该公司曾因同样原因召回少量Model 3。 责任编辑：张俊 SF065

NVIDIA and AMD have made consecutive purchases, prompting investment banks to raise their target price! AI chip and optical interconnect leader Marvell Technology (MRVL.US) could ignite another AI rally with its upcoming earnings report. 富途牛牛

NVIDIA and AMD have made consecutive purchases, prompting investment banks to raise their target prices! AI chip and optical interconnect leader Marvell Technology's earnings report could ignite another wave of AI frenzy. 富途牛牛

Palantir has accused Sadiq Khan of “putting politics above public safety” after the London mayor blocked its £50m contract with the Metropolitan police in a move that has also led to tensions inside Labour over its involvement with the US tech company. Louis Mosley, who heads Palantir in the UK and Europe, accused Khan of politicising procurement after he rejected a two-year deal for Scotland Yard to use AI to process intelligence in criminal investigations, as first revealed by the Guardian. Mosley said: “What Londoners value is not being mugged, not being raped by a serving police officer.” The Met had planned to hire Palantir, which was co-founded by the Trump-supporting tech billionaire Peter Thiel, to automate aspects of investigations. But the mayor’s office, which oversees large Scotland Yard contracts, said there had been a “clear and serious breach” of procurement rules. Palantir also works for the Israeli military and the Trump administration in its immigration crackdown. Khan has previously said Londoners only wanted to see public money being paid to companies that “share the values of our city”. Last year, when the company’s chief executive, Alex Karp, was challenged that “Palantir kills Palestinians” in Gaza, he said: “Mostly terrorists, that’s true.” Khan’s stance puts him at odds with the UK government which has a £330m NHS England deal with Palantir and a £240m deal with the Ministry of Defence. Scotland Yard said Khan’s move was “disappointing”, adding that without new technology it would have to cut officer numbers which would in turn affect the force’s ability to keep London safe. On Friday, Mosley told Times Radio: “What Londoners value is not being mugged, not being raped by a serving police officer and that’s really what the focus here should be … If we are going to politicise procurement in that way then we are going to compromise public safety”. His response drew an angry response from the Labour MP Stella Creasy, who said Mosley “should be a...

Key Points Start working toward a balanced portfolio. Take advantage of catch-up contributions while you can. Create an income and withdrawal plan. The $23,760 Social Security bonus most retirees completely overlook › If you're aiming to retire in 2035, you may be in an interesting place right now. It's too soon to begin the final countdown toward your workforce exit. And you don't want to prematurely check out mentally on the job. But it's also not too soon to start imagining what retired life looks like -- and how you'll pay for it. To that end, now's a good time to assess your retirement savings and make strategic portfolio decisions. With a little under a decade to go, you have opportunities to make meaningful changes that could set you up for success. Here are some key moves to consider if you're about nine years away from retirement. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. Shift your focus from growth to balance When you're in the process of accumulating retirement wealth, it's important to invest somewhat aggressively to grow your IRA or 401(k). But as retirement gets closer, your focus should be less growth-oriented and more centered on striking a good balance in your portfolio. That doesn't mean you should start dumping stocks left and right. What it means is that in the coming years, it's wise to start shifting away from stocks and leaning toward stable assets like bonds that can generate returns for your portfolio without exposing you to undue risk. That shift can be gradual, though. And with nine years, you have plenty of time to do it slowly and mindfully. 2. Take advantage of catch-up contributions Once you turn 50, you're eligible to make catch-up contributions in an IRA or 401(k) plan. These could be an easy way to boost your retirement savings and shield a bit more inco...

Norway’s $2.3 trillion wealth fund expressed dissatisfaction with the reappointment of John Elkann , chairman of Stellantis NV and chief executive of investor Exor NV, on the board of directors at Meta Platforms Inc . The Norwegian investor withheld a vote on Elkann’s appointment, indicating it believes the executive won’t have enough time to devote to matters at Meta, according to voting intentions posted on its website on Friday ahead of Meta’s annual general meeting on May 27. Elkann, 50, attended at least 70% of board meetings at Meta in 2025, with his absences “due to unavoidable conflicts,” Meta said in the shareholder meeting documents. All other board members attended at least 75% of meetings, with the exception of Ultimate Fighting Championship CEO Dana White , whose attendance matched Elkann’s, according to Meta. “Board members should devote sufficient time to fulfill their responsibilities effectively,” Norges Bank Investment Management, which manages the fund, said. “Board members should contribute to effective discussions and decision-making by attending all meetings.” NBIM declined to comment beyond its published voting intentions. Meta representatives and Elkann were not immediately available for comment. The world’s largest sovereign wealth fund owns shares in about 7,200 companies and votes on 110,000 resolutions at more than 11,000 annual shareholder meetings annually, according to its website . At the end of last year, it held 1.2% of shares and 0.5% of votes in Meta, controlled by founder Mark Zuckerberg . The Norwegian fund supported five of 10 shareholder proposals, an unusually high number as the fund generally tends to back the management. Last year, it followed the board’s recommendation in 94% of all resolutions, and voted for 23% of sustainability-related shareholder proposals . This year, one topic on which it voted with Meta’s shareholders includes having the company draw up a data protection impact assessment on its collection of user i...

In a follow-up post, he said while he had received "a lot of support" in response to the first post, people still had questions - and he was sharing a transcript of the comments he made so they could better understand the "important point I was raising".

Analysts have been eager to weigh in on the Technology sector with new ratings on Salesforce (CRM), Nvidia (NVDA) and Applied Digital Corporation (APLD). Start a conversation with TipRanks’ trusted, data-backed investment intelligence Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds Salesforce (CRM) In a report released today, Brian White from Monness maintained a Hold rating on Salesforce. The company’s shares closed last Thursday at $175.26. According to TipRanks.com, White is a 5-star analyst with an average return of 15.8% and a 66.6% success rate. White covers the Technology sector, focusing on stocks such as Snowflake, PagerDuty, and Workday. ;'> Salesforce has an analyst consensus of Moderate Buy, with a price target consensus of $255.42, which is a 41.8% upside from current levels. In a report issued on May 14, TipRanks – Anthropic also downgraded the stock to Hold with a $187.00 price target. See Insiders’ Hot Stocks on TipRanks >> Nvidia (NVDA) In a report released today, Richard Shannon from Craig-Hallum maintained a Buy rating on Nvidia, with a price target of $275.00. The company’s shares closed last Thursday at $221.96. According to TipRanks.com, Shannon is a top 25 analyst with an average return of 91.9% and a 65.2% success rate. Shannon covers the Technology sector, focusing on stocks such as MACOM Technology Solutions Holdings, Credo Technology Group Holding Ltd, and Lightpath Technologies. ;'> Currently, the analyst consensus on Nvidia is a Strong Buy with an average price target of $299.97, which is a 34.2% upside from current levels. In a report issued on May 7, Goldman Sachs also maintained a Buy rating on the stock with a $250.00 price target. Applied Digital Corporation (APLD) In a report released today, George Sutton from Craig-Hallum reiterated a Buy rating on Applied Digital Corporation, with a price target of $51.00. The company’s shares closed last Thursday at $42.76. According to Ti...

财联社5月22日讯（编辑 冯轶） 今日港股反弹收涨。截至收盘，恒生指数涨0.86%，国企指数涨0.89%，恒生科技指数涨2.11%。 【恒指缩量反弹延续震荡市 多空均持续谨慎】 盘面上，今日大型科网股集体反弹，网易绩后涨近6%，百度、小米涨超1%，阿里巴巴、腾讯跟涨。 其他方向上，AI主线再度活跃，半导体、电子、AI应用等方向涨幅居前。此外，汽车、有色、游戏股也纷纷走强。 相对的，券商股集体表现低迷，餐饮、家电等消费股走势疲软。 整体上看，港股短线延续震荡格局，大市难以做出方向性选择。今日恒指全天成交2812.98亿港元，缩量反弹也表明多空均持续谨慎。 沽空方面，今日总沽空金额335.18亿港元，相当于恒指成交额的11.92%，占比再度收缩。 联想集团、中芯国际、华虹半导体沽空金额位居前三，分别为28.07亿港元、13.5亿港元、12.66亿港元。 【大模型“双雄”入选恒生科指 AI主线重获主导权】 行情层面，各大热门板块涨多跌少，AI主线继续扮演核心驱动， 短线层面，随着英伟达业绩继续强化全球AI叙事，硬科技资产仍是资金首选。外盘方面，亚洲半导体及美股存储概念均再度走强，也继续向港股传导。 周五收盘后，恒指公司正式发布季检结果，MINIMAX-W、智谱两家大模型公司均获恒生科技指数纳入，后续或还将带动被动资金入场。 但另一方面，近期市场流动性收缩压力上升，对港股其他板块仍有冲击。 据野村证券最新预计，由于通胀上升以及美联储官员对宽松政策的支持减弱，2026年美联储将维持利率不变，短期内降息的可能性降低。 【A股反弹更为活跃 机构仍关注通胀风险】 值得关注的是，今日A股反弹更为会活跃，创业板指、深成指均涨超2%。市场热点快速轮动，全市场超3800只个股上涨，超百股涨停。沪深两市成交额2.9万亿，较上一个交易日缩量5783亿。 展望后市，东吴证券认为，此前美国通胀数据超预期，市场逐步计价长期通胀，5月下旬油价能否回落是关键。 因此，无论从资本流动还是估值承压角度，港股突破仍需时日，建议短期谨慎观察，以防御为主。

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Key Points CoreWeave delivers high-scale computing infrastructure to massive AI builders including Microsoft and OpenAI. Nebius Group also provides data center capacity for AI hyperscalers. One specialized cloud infrastructure stock appears to be the better investment in 2026. 10 stocks we like better than CoreWeave › As artificial intelligence workloads demand massive computing power, choosing between CoreWeave Inc. (NASDAQ:CRWV) and Nebius Group (NASDAQ:NBIS) highlights the choice between scale and flexibility. These companies provide the specialized infrastructure needed to train and run modern AI models. CoreWeave focuses on massive-scale GPU clusters housed in data centers for the world's largest tech firms. Nebius also operates global data centers targeting the needs of AI hyperscalers as well as smaller businesses across a range of industries. The case for CoreWeave Stock CoreWeave operates as a cloud provider purpose-built for specialized tech stocks that require massive computing power for artificial intelligence. The company manages 43 data centers across North America and Europe, providing more than 850 megawatts of power to enterprise customers and AI builders. Its strategy relies heavily on large-scale partnerships, particularly with Microsoft, which accounted for approximately 67% of 2025 revenue. Customer concentration like this adds a layer of risk to the business. In its 2025 fiscal year, revenue reached $5.1 billion, representing a 167.9% growth rate compared to the previous fiscal year. Despite the surge in top-line results, the company reported a net loss of approximately $1.2 billion. This resulted in a negative net margin of 22.7%, a metric that shows what percentage of revenue remains as profit after all expenses are paid. While the net margin improved from the prior year, the business continues to prioritize rapid infrastructure expansion over immediate profitability. As of the December 2025 balance sheet, the debt-to-equity ratio was 4.5x, m...

财联社5月22日讯（编辑 夏军雄 ）分析人士表示，随着SpaceX和OpenAI准备进行创纪录规模的IPO，今年一连串超大型企业上市潮可能意味着市场已接近顶部。他们将当前局势与上世纪90年代末的互联网泡沫相提并论。 根据周四披露的监管文件，备受期待的 SpaceX IPO预计将于6月12日进行，这可能成为历史上规模最大的上市交易。埃隆·马斯克旗下这家公司计划登陆纳斯达克交易所，目标估值1.75万亿美元，并筹集750亿美元资金。 与此同时，两大人工智能（AI）公司OpenAI和Anthropic也计划在今年晚些时候上市。 这三家公司目前都尚未实现年度盈利，不过Anthropic据称将录得历史上首次季度盈利。 然而，分析人士认为，这些公司的商业模式仍然相当不透明，因此一些人呼吁，准备参与IPO的投资者应保持谨慎。 Zacks首席股票策略师约翰·布兰克（John Blank）表示：“我认为这是市场见顶的信号。所有人都知道，市场顶部已经越来越近，而这种时刻通常会伴随着巨型IPO出现。1999年时我们也看到过类似情况，当时人们疯狂推动企业上市。” 巨大的市场预期 SpaceX最新季度净亏损42.8亿美元，而2025年全年亏损则达到49.4亿美元。 SpaceX旗下Starlink业务最新季度营收为32.6亿美元，占公司总营收的69%。其航天业务经营亏损6.19亿美元，而AI业务亏损25亿美元，这意味着目前只有网络连接业务实现盈利。 更重要的是，SpaceX在周四提交的S-1文件中坦言，公司“长期处于净亏损状态，未来也未必能够实现盈利”。 文件显示，公司大量估值依赖于多项“新颖且尚未经过验证”的技术能否成功开发，而在AI产品和服务实现盈利之前，公司预计将在未来多年持续投入巨额资本开支。 AJ Bell市场主管Dan Coatsworth指出，由于SpaceX仍是私人公司，加上马斯克掌握85%的投票权，外界对其财务状况“知之甚少”。他还警告称，过高估值可能成为重大风险。 “1.75万亿美元估值意味着，SpaceX的市销率将达到67倍，约为英伟达当前市销率的三倍（基于过去财年销售额和最新股价计算）。这意味着，SpaceX的估值可能‘贵得离谱’，”他说。 AI泡沫风险 OpenAI同样尚未盈利，而该公司旗下聊天机器人ChatGPT正是本轮AI牛市的导引线，这使部分投资者开始质疑：如果...

Hope And Reality By Teeuwe Mevissen, Senior Macro Strategist at Rabobank Since the start of the Iran war the market has had a tendency to view the likelihood of a peace agreement with a ‘glass half full’ attitude. Once again, markets have found some comfort in encouraging remarks from both the US and Iran, even though both sides are making it clear that there are still major sticking points on critical issues. US Secretary of State Rubio has suggested that there are “some goods signs” towards finding a resolution. This is despite Iran’s Supreme leader ordering that the country’s enriched uranium must not be sent abroad, which is a key objective of both the US and Israel. Rubio has also stated that any deal that involved Iran imposing tolls on shipping passing through the Strait of Hormuz would be unacceptable. This statement comes on the heels of this week’s news that Iran is looking to set up a new “Persian Gulf Strait Authority” to exert control over a maritime zone in the area and that the country’s authorities are also discussing with Oman how to set up a permanent toll system. Amid the confusion over the degree of progress towards peace, Brent crude prices have ticked higher this morning, though they remain in the lower part of this week’s range. Reflecting movements in oil prices , US treasury yields are also trading in the lower part of this week’s range , though they remain at elevated levels. While asset prices continue to take their cue from speculation regarding the length of time that the Strait of Hormuz may be closed, economic data are increasingly reflecting the impact that the supply shock is already having. Yesterday’s release of French preliminary May PMI data showed a plunge in the composite number to 43.5 from 47.6 the previous month, with weakness evident in both the manufacturing and the services sectors. The composite number, which is a 66-month low, would usually be associated with recession. According to S&P Global, firms cited higher fuel a...

Unless you've been completely off the grid for the past few years, you probably know that semiconductor stocks have been some of Wall Street's hottest investments. Over just the past three years, the VanEck Semiconductor ETF (SMH +1.71%) has returned an astonishing 327%. That far outpaces the 117% return of the Invesco QQQ ETF (QQQ +0.41%) and the 85% return of the Vanguard S&P 500 ETF (VOO +0.40%). Now, semiconductors are facing competing forces. On one side, the tailwind of the artificial intelligence (AI) buildout is still very much in play. On the flip side, high inflation, slowing GDP growth and a Fed that may soon need to hike rates adds several complications to the outlook. Plus, the portfolio trades at 26 times next 12 month earnings estimates. Should investors keep buying the chip demand story or start dialing back their expectations? The chip demand picture through June and beyond The demand for semiconductor chips isn't in question. Pretty much every major name in the sector is struggling to keep up with demand. The big question is whether shares are fairly priced based on growth conditions, or are they overdue for a breather. The global semiconductor industry is forecast to reach $975 billion in sales in 2026, a 26% increase from 2025. Sales could hit the $2 trillion mark within the next decade. Semiconductor manufacturers are going to need to spend substantial amounts of money on their own AI infrastructure, but the return on investment should be strong for the foreseeable future. Given that so many companies are still in the very early stages of their own buildouts, there's little question that chip demand will remain durable for years, if not decades. Expand NASDAQ : SMH VanEck ETF Trust - VanEck Semiconductor ETF Today's Change ( 1.71 %) $ 9.70 Current Price $ 577.58 Key Data Points Day's Range $ 572.86 - $ 578.47 52wk Range $ 234.59 - $ 581.17 Volume 78.9K Should investors keep buying SMH? There are a couple of things to consider before jumping into...

道琼斯指数升破2月高点创下历史新高 2026-05-22 21:44:58 来源： 同花顺7x24快讯 分享 道琼斯指数涨0.64%，报50608.77点，升破2月高点创下历史新高。

High-bracket retirees face a math problem that taxable bond funds cannot solve: every dollar of interest income gets taxed at the federal marginal rate, often layered with a state tax bite. The iShares National Muni Bond ETF (NYSEARCA:MUB) sits at the center of a three-fund solution that turns roughly $500,000 into about $1,750 a month ... $500,000 in These 3 Tax Free Bond ETFs Pays $1,750 a Month for High Income Retirees

由于旗下大模型Claude及AI编程工具Claude Code需求激增，Anthropic正面临严峻的算力短缺。为寻求新的供应渠道，该公司正与 微软 谈判，计划租用其自主研发的Maia 200 AI芯片服务器。 这一合作若能达成，将标志着微软的自研芯片业务迎来其最具分量的外部客户，有望打破其在专用AI芯片供应上落后于 谷歌 和 亚马逊 的竞争劣势。目前，Anthropic已与AWS和谷歌达成类似协议，采用其自研芯片。 Anthropic首席执行官Dario Amodei在本月初已公开表示公司在算力方面遇到困难。此前，为解燃眉之急，Anthropic甚至已与SpaceX达成协议，租用其Colossus 1超级计算机的全部算力。 微软于今年1月发布了第二代Maia 200芯片。据CEO萨提亚·纳德拉介绍，与现有芯片相比，Maia 200每美元可实现的Token处理效率提升了超过30%。若谈判成功，将立刻为Anthropic提供即时的算力补充，而无需像等待其他合作一样排期至年底。 责任编辑：张俊 SF065

Evgeny Gromov/iStock via Getty Images A healthcare technology company that uses AI as the basis for its solutions Tempus AI ( TEM ) is probably not the best-known company in the AI space at this stage of its evolution although it was named by Time Magazine as one of the 10 most influential software companies in a recent article. The company was started in 2015 by Eric Lefkofsky with the objective of using technologies called Genomic Sequencing and Molecular Profiling coupled with AI to create precision medicine services. Genomic sequencing is a laboratory process that determines the DNA sequence of an organism in a single test. It is the use of this technology coupled with an enormous data capability that enables the use of precision medicine. Precision medicine services are, as the name implies, a healthcare approach that uses a patient’s genetic profile, lifestyle and environment to predict, prevent, and treat disease. It differs from “the one size fits all approach” most common today in current medical practice. Why buy shares now? The shares have fallen noticeably, both because of market conditions (regardless of the facts, the company is another SaaSpocalypse victim) and because of its latest earnings release that some found wanting in terms of a guidance increase. The SaaSpocalypse issue is very far removed for this company. Claude Code continues to gain customers at a rapid pace. But it doesn’t jump tall buildings at a single bound (it almost does if the $30 billion revenue run rate being suggested in the company’s latest private documents in connection with its $30 billion capital raise is credible), and it lacks domain expertise with regard to oncology testing and an unparalleled data estate. I’ll cover the guidance issue later in this article, but suffice to say, context and commentary are really more important than headlines which in this case do not really provide the basis for a realistic CAGR assumption. Competition within the Genomic Sequencing testin...