U. S. stock futures point lower ahead of trading sessionU.

BoE weighs alternatives to stablecoin holding limits following industry pushback Reuters

In this article BABA Follow your favorite stocks CREATE FREE ACCOUNT Elon Musk arrives to court at the Ronald V. Dellums Federal Building on April 30, 2026 in Oakland, California. Benjamin Fanjoy | Getty Images Elon Musk lost his lawsuit against OpenAI CEO Sam Altman on Monday, ending one round in the fight between the former friends and co-founders, and setting the stage for an even bigger battle as the billionaires gear up to lead potentially record-setting IPOs. Musk's SpaceX, which was valued at $1.25 trillion in February after merging with artificial intelligence startup xAI, is planning to disclose its prospectus as soon as this week . Altman's OpenAI, which Musk helped start in 2015 before a contentious split that led to the eventual lawsuit, is valued at more than $850 billion and is eyeing a possible market debut later this year. Only two tech companies — Facebook and Alibaba — have been valued at even $100 billion after their first day of trading on U.S. exchanges. "The big picture is the theater is now done," Gene Munster, managing partner at Deepwater Asset Management, told CNBC's Kelly Evans on Monday. "Now we get to the substance of seeing what these companies can do to really build massive businesses around AI." Both SpaceX and OpenAI have complicated stories to tell, and for investors to buy in at such elevated prices, they have to be confident in top leadership. That's particularly true when it involves polarizing figures like Musk, the world's richest person, and Altman, who was briefly ousted by his own board less than three years ago. watch now VIDEO 5:10 05:10 Musk won by holding up possible OpenAI IPO, torturing Sam Altman: Jim Cramer Power Lunch The past three weeks served as a dramatic distraction in what's been a multi-year race to develop the world's leading AI models and tools, with Altman and Musk, two of the main figures in the AI boom, facing off at a federal courthouse in Oakland, California. In 2024, Musk sued OpenAI and Altman, alleg...

Hispanolistic A second wave of inflation is now viewed as the biggest tail risk facing markets, with 40% of investors citing it as their top concern in Bank of America’s latest Global Fund Manager Survey, according to strategists at Bank of America . That marks a sharp increase from 26% in April and pushes inflation fears ahead of geopolitical conflict, which dropped to 20% from 44% last month after tensions around the Strait of Hormuz eased. The survey highlights growing investor concern that inflation could reaccelerate just as markets have priced in Federal Reserve rate cuts and aggressively rotated back into equities and technology stocks. BofA’s survey showed investors simultaneously raising expectations for higher short-term rates and higher global CPI over the next 12 months. More than 60% of respondents also said a major move in Treasury yields would likely push the 30-year yield above 6%. Despite those concerns, most fund managers still expect the Fed to cut rates over the next year, suggesting markets remain positioned for a relatively benign economic backdrop even as inflation risks rise again. The survey also found that investors are taking higher-than-normal risk levels and maintaining heavy exposure to cyclical sectors, underscoring the tension between bullish positioning and lingering macro risks. Here is the chart: BofA More on markets Use Rallies To Reduce Risk US-Iran War: The Last Effort To Avoid A Catastrophic Escalation The Outlook For S&P 500 Dividends In May 2026 Fed rate cut expectations outpace hike bets in latest BofA fund manager survey Early June 'ripe for profit-taking' with fund managers all-in on stocks - BofA

Nvidia Stock: China Could Be the Biggest Wild Card in NVDA Earnings TipRanks

“十五五”末人工智能相关产业规模将突破10万亿元。 人工智能正在成为中国经济高质量发展的强劲引擎。 据新华社消息，中共中央政治局常委、国务院总理李强5月18日在北京调研。李强表示，推动人工智能与先进制造业深度融合，坚持创新发展，突出应用导向，积极促进智能机器人迭代升级，大力推进人工智能全方位、深层次赋能制造业，加快培育塑造经济发展新动能新优势。 “十五五”规划纲要明确提出，全面实施“人工智能+”行动。据国家发改委测算，“十五五”末人工智能相关产业规模将突破10万亿元。第一财经记者注意到，多地已在积极布局“人工智能+制造”，并提出明确目标。例如，上海市提出，到“十五五”末力争推动10万台人形机器人进工厂，规上工业企业智能体应用普及率超过80%。 工信部部长李乐成日前在《求是》杂志撰文指出，当前，人工智能加速赋能实体经济，深刻改变制造业生产模式和经济形态，成为驱动产业升级、重塑全球发展格局的关键变量。要深入实施“人工智能+制造”专项行动，促进智能产业化、产业智能化。加快新一代信息技术全方位全链条普及应用，大力发展工业互联网，加快制造业数智化转型。 支持智能机器人加快规模应用 在调研中，李强先后来到北京人形机器人创新中心有限公司、小米汽车科技有限公司，听取智能机器人技术创新和产业发展介绍，察看企业研发成果和产品在不同场景下的应用展示，走进生产车间了解智能制造、质量检测等情况。 智能机器人综合集成大模型、高端制造、新材料等新技术，是人工智能和先进制造业融合发展的重要载体。近年来，我国智能机器人技术加速迭代升级，在经济社会各行业各领域日益得到广泛应用。 李强指出，要持续强化基础研究、关键核心技术攻关和前沿技术探索，打造技术创新和产业服务平台，高水平建设数据训练场，加快整机产品、关键零部件、智能决策与控制系统等创新突破，为智能机器人产业高质量发展提供有力支撑。 李强强调，科技的生命力在于应用。智能机器人产业发展空间广阔，要发挥我国市场规模超大、产业链条完整、应用场景丰富等优势，用好大规模设备更新、首台套装备等支持政策，鼓励政府部门、国有企业等开放场景，促进新技术新产品中试验证，支持智能机器人在确保安全前提下加快规模应用，在实践中不断发现问题、解决问题、改进提升。 近年来，机器人的应用场景遍地开花，覆盖工业、文旅、家庭等多领域，催生出科技消费、文化娱乐与实体经济深度融合的消费新业...

渣打银行宣布，到2030年计划将公司职能部门岗位减少15%以上，涉及近8000个工作岗位。渣打银行在全球拥有近8.2万名员工，后台员工超过5.2万名。随着人工智能技术进步并在金融领域广泛使用，一些金融机构近期宣布裁员。此前，新加坡星展银行宣布未来三年将裁员近4000人。（新华社）

《科创板日报》5月19日讯（记者 吴旭光） 今日（5月19日）晚间，兴福电子发布公告，公司持股6.94%的股东国家集成电路产业投资基金二期股份有限公司（下称：“国家集成电路基金二期”）拟15个交易日之后的3个月内，通过集中竞价或大宗交易方式减持公司股份合计不超过720万股，即不超过公司总股本的2%。 二级市场表现方面，今日（5月19日）兴福电子股价有所调整。截至收盘，兴福电子下跌7.03%，收盘价为87.30元/股，今年以来公司股价累计上涨132.49%，同期沪深300指数上涨4.82%。 如果本次减持计划完成， 国家集成电路基金二期持有兴福电子的股权比例将由6.94%下降至4.94%左右。以兴福电子5月19日A股收盘价87.30元/股计算，国家集成电路基金二期此次减持套现或超6.29亿元。 湖北兴福电子材料股份有限公司的主营业务是通用湿电子化学品及功能湿电子化学品的研发、生产及销售。公司的主要产品是电子级磷酸、电子级双氧水、电子级硫酸。公司2025年荣获长江存储最佳协同奖、战略供应商奖以及长鑫科技集团供应商质量奖、华润微电子最佳协同供应商奖等客户荣誉共计7项。 此前，今年5月11日晚间，兴福电子发布公告，公司股票交易连续三个交易日内（即：2026年5月7日、2026年5月8日、2026年5月11日）收盘价格涨幅偏离值累计达到30%，根据有关规定，属于股票交易异常波动情形。 兴福电子称，经公司自查，公司目前日常生产经营活动正常，市场环境、行业政策未发生重大变化。 其进一步表示，经公司自查，公司注意到有媒体报道称“SK海力士(无锡)投资有限公司于2026年一季度新进成为公司前十大无限售条件流通股股东”，实际情况为：SK海力士(无锡)投资有限公司系公司首次公开发行前股东，持有公司股份数量500万股，于2026年1月22日解除限售。自公司上市起至2026年4月30日期间，SK海力士(无锡)投资有限公司持有公司股份数量未发生变化，不排除其后续依规减持公司股份的可能。 另外， 该公司表示，注意到有市场传闻称其“电子级高纯红磷已实现销售”。截至目前，公司电子级高纯红磷仍处于技术研发阶段，研发进展、研发结果及后续商业化具有不确定性。 《科创板日报》记者注意到，早在2025年12月9日晚间，兴福电子公告称，为响应市场持续增长需求，巩固公司在电子化学品行业的竞争优势，拟投资约4.8亿...

JHVEPhoto Micron Technology ( MU ), STMicroelectronics ( STM ), and Texas Instruments ( TXN ) received price target hikes at Mizuho due to tailwinds from artificial intelligence. “We take a look at the impact of AI data centers on the analog and memory markets,” analyst Vijay Rakesh wrote in a note to clients. “Key takeaways include: 1) analog continues to see tailwinds from AI server ramps, with STM/ALGM/ON/TXN all noting growing content with higher power architectures, 2) our checks show lead times/pricing tailwinds in analog, mostly within the data center products, partially offsetting some of the headwinds we see in automotive with LVP now estimated down 2.3% y/y (prior: down 1.8% y/y), and 3) memory continuing to see tailwinds across NAND/DRAM from AI server demand, with supply potentially tight into 1H27E and a potential Samsung strike looming.” Rakesh lifted his price targets on Micron, STMicro, and Texas Instruments to $800, $68, and $300, from $740, $56, and $255, respectively. He has an Outperform rating on all three stocks. More on Micron, STMicroelectronics, and Texas Instruments Micron: Why The Crash May Be Coming Micron Has Completely Proven Me Wrong (Rating Upgrade) Micron: How Long Will The AI Trade Last? Micron sees bullish views at Citi on expected DRAM price hike SA analyst upgrades/downgrades: MU, INTC, FDX, CRTO

JHVEPhoto Micron Technology ( MU ), STMicroelectronics ( STM ), and Texas Instruments ( TXN ) received price target hikes at Mizuho due to tailwinds from artificial intelligence. “We take a look at the impact of AI data centers on the analog and memory markets,” analyst Vijay Rakesh wrote in a note to clients. “Key takeaways include: 1) analog continues to see tailwinds from AI server ramps, with STM/ALGM/ON/TXN all noting growing content with higher power architectures, 2) our checks show lead times/pricing tailwinds in analog, mostly within the data center products, partially offsetting some of the headwinds we see in automotive with LVP now estimated down 2.3% y/y (prior: down 1.8% y/y), and 3) memory continuing to see tailwinds across NAND/DRAM from AI server demand, with supply potentially tight into 1H27E and a potential Samsung strike looming.” Rakesh lifted his price targets on Micron, STMicro, and Texas Instruments to $800, $68, and $300, from $740, $56, and $255, respectively. He has an Outperform rating on all three stocks. More on Micron, STMicroelectronics, and Texas Instruments Micron: Why The Crash May Be Coming Micron Has Completely Proven Me Wrong (Rating Upgrade) Micron: How Long Will The AI Trade Last? Micron sees bullish views at Citi on expected DRAM price hike SA analyst upgrades/downgrades: MU, INTC, FDX, CRTO

Ravitaliy/iStock via Getty Images Summary • Gold ( XAUUSD:CUR ) has broken out of a decade-long channel, surging from $2,050 in early 2024 to $5,600 in January 2026, and is likely in an extended bull market that will last several years. • Despite high FCF margins for gold miners at current prices, investor skepticism about the sustainability of high gold prices has kept valuations depressed. • This article identifies 10 gold miners with very high upside potential. • My gold price target is $7,000 within 2–3 years, with a strategy to ride the gold bull market to that level. Introduction It is possible to identify gold miners with high upside potential if gold prices trend to $7,000. We can speculate on that outcome. Yes, it’s high risk, but also high reward. Gold mining stocks with production growth or high FCF (free cash flow) are one of the best investment opportunities for the next 2-3 years. This includes producers, near-term producers, or developers who will begin construction within three years. Let me give you an overview of why that is true, and then I'll provide a list of 10 stocks that fit these categories. The gold price has dramatically increased over the past two years. Prior to 2024, gold was stuck below $2,000, and the gold miners languished. From 2013 until February 2024, silver ( XAGUSD:CUR ) was stuck in a channel. Then it broke out in February 2024 and ripped from $2,050 to $5,600 in less than two years! Was $5,600 the top? Is this bull market in gold over? Not likely. Gold is rising for a variety of reasons, and those reasons are only getting better. What reasons? Primarily, the debt bubble in the U.S., but also geopolitical issues, whereby the Global South is trying to move away from the U.S. dollar and U.S. Treasury bonds. The odds are very good that gold will trend higher over the next few years. At least, that is my assumption, and history supports that outcome. So, this is a simple thesis: gold is going higher because of the debt bubble and g...

据爱沙尼亚媒体报道，北约战斗机19日击落一架进入爱沙尼亚领空的乌克兰无人机。据爱沙尼亚公共广播公司报道，19日中午前后，一架执行北约波罗的海空中警戒任务的罗马尼亚战斗机在爱沙尼亚上空击落了一架无人机，无人机残骸落在爱沙尼亚珀尔察马市的田野内。爱沙尼亚议会外事委员会主席米克尔松在社交媒体上表示，这是“一架误入爱沙尼亚境内的乌克兰无人机”。爱沙尼亚国防部长佩夫库尔说，事发后，乌克兰国防部长费奥多罗夫已来电致歉。目前尚未接到平民伤亡的报告，有关部门正在核实详情。（新华社）

机构看重的已不是收入或利润，而是技术稀缺性。 5月19日，智象未来发布图像大模型HiDream-O1-Image-Pro，并将底层模型架构从多模态升级为全模态，统一Transformer架构，实现原始信号端到端全模态对齐。 以往视频生成模型中，图像、视频、人体动作、文本均采用独立模态编码分支分开处理，新模型摒弃分立式编码范式，将上述信息统一纳入单一Transformer架构中，这样的改进能够缓解信息割裂、消除编码误差、提升训推一体效率，而行业此前未能大规模实现的原因在于技术不成熟、全模态同源高质量训练数据严重稀缺等问题。 智象未来CTO姚霆表示，AI行业从垂类模型回归全模态模型的共识，缘于商业约束与技术迭代的双向驱动。企业难以长期承受无商业化回报的投入，需要在模型能力与应用落地间快速闭环；而模型与场景之间，也会形成模型突破、应用落地、反向定义迭代的循环，持续回归架构优化是必然路径。 智象未来CEO梅涛对第一财经记者表示，一级市场在2023年时看重模型效果，2024年底2025年初看重商业化成绩。今年，一二级市场的投资人注意力转向模型能力本身。 在技术侧，梅涛称，OpenAI Sora诞生后，大家发现专业用户通过大量工程化能够实现接近商业化的成果；再到今年字节跳动Seedance 2.0的良好效果，迅速推动受众从早期专业用户及尝鲜用户扩展至半专业用户，甚至普通老百姓。这两点令行业感觉到技术发生飞跃。至于Sora的关停，梅涛认为一个很大的原因就是Sora消耗算力太多，约90%成本花费在预训练上。 东方富海合伙人王兵用“特别疯”来形容今年的人工智能一级市场，他对记者表示，资本市场整体变热的原因有两方面：AI真正进入到工作流程，技术发展推动商业化加速；另外，相较美国市场，投资人发现中国科技资产要便宜很多。两个因素结合起来，使行业内多个项目估值涨了很多。 具体到视频模型赛道，王兵表示，筛选过程中，机构看重的不是前几年的收入或利润，而是技术稀缺性。在不花大钱的前提下，坚定把基础模型做好，只要基模能够位列行业前三，公司就永远有机会。 此外，王兵建议，在算力成本没有大幅下降的情况下，创业公司尽量不要在To C领域直接与巨头公司竞争，这是一个基本判断，因为创业公司烧不起大厂几十亿、几百亿的成本投入。 虽然投入成本高昂，但王兵判断，视频模型行业未来一定会赚钱，原因一方面是算力成本未来将...

(RTTNews) - Driven Brands Holdings Inc. (DRVN) an automotive services company, on Tuesday reported a profit for the fourth quarter, swinging from a loss a year earlier, helped by a rise in revenue.

AIHS 8-K及美國證券交易委員會申報文件 Yahoo 財經

Radcom (NASDAQ:RDCM) reported a stronger first quarter of 2026, with management highlighting revenue growth, expanded profitability and continued investment in AI-driven telecom service assurance. Chief Executive Officer Benny Eppstein said the company delivered revenue of $18.6 million in the quar

(RTTNews) - American International Group (AIG) has entered into a definitive agreement to acquire Everest Compaa de Seguros Generales Colombia S.A. or Everest Colombia, Everest Group Ltd.'s (EG) insurance subsidiary in Colombia. The subsidiaries of AIG will acquire 100 percent o

Software stocks lagged the S&P 500 on AI disruption fears, but strong earnings and buybacks are reviving confidence in SaaS leaders.

Reform UK has named plumber Robert Kenyon as its candidate in the Makerfield by-election.

Jay_Zynism/iStock via Getty Images Long global semiconductors have emerged as the market’s most crowded trade, with 73% of investors identifying the position as the top consensus bet in Bank of America’s latest Global Fund Manager Survey, according to strategists at Bank of America . That marks a sharp jump from April, when long semiconductors and long oil were tied as the most crowded trades at 24% each. The latest survey also showed the “long Magnificent 7” ranking a distant second at 14%, followed by long oil at 6%. The survey points to investors doubling down on the AI-driven chip trade even as positioning across equities becomes increasingly risk-on. BofA noted fund managers posted a record monthly jump in equity allocations in May, while cash levels fell to 3.9%, a level that historically triggers the bank’s contrarian “sell signal.” The report also showed investors increasing allocations to technology stocks, with tech now the most overweight sector globally. Fund managers are simultaneously the most underweight in bonds since June 2022, highlighting a broader rotation toward growth and cyclical trades. BofA strategists said the positioning backdrop leaves markets vulnerable to profit-taking if bond yields continue climbing or if expectations around Federal Reserve rate cuts begin to fade. Here is the chart: BofA Semiconductor ETFs: ( SMH ), ( SOXX ), ( SOXL ), ( FTXL ), ( XSD ), ( USD ), ( PSI ), and ( SEMI ). More on chips As Chip Stocks Warn Of 'Empire State Building' Top, How To Profit No Matter What Happens Next Semiconductor Sector Review: Top 5 ETFs - Lining Them Up Before The Next Move This Market Rally Is Overextended And Due For A Correction Chip stocks surge as semiconductor ETF SMH soars more than 40% since the start of April Seven warning signs — and two positives — for the market: BTIG’s Krinsky

O presidente Luiz Inácio Lula da Silva retomou a liderança na disputa eleitoral, enquanto o senador Flávio Bolsonaro sofre desgaste por ligações com Daniel Vorcaro, ex-presidente do Banco Master, de acordo com levantamento da AtlasIntel para a Bloomberg News. Com produção de Patricia Xavier. (Source: Bloomberg)

Ecolab Inc. is selling bonds in the US investment-grade market to help finance its $4.75 billion acquisition of CoolIT Systems Inc. Ecolab is marketing the notes in as many as five parts, according to a person with knowledge of the matter. The longest portion of the offering, a 10-year security, may yield 0.95 percentage point above Treasuries, said the person, who asked not to be identified as the details are private. Ecolab, a St. Paul, Minnesota-based company that supplies water and hygiene services for industries including industrial businesses and energy companies, acquired CoolIT, a company that develops cooling technology for AI data centers, from funds managed by KKR & Co. earlier this year. Proceeds from the offering will fund the acquisition and general corporate purposes, which may include refinancing, added the person. Barclays Plc, Bank of America Corp., Citigroup Inc. and Wells Fargo Securities are managing the bond sale, said the person. The deal is expected to price Tuesday and is rated A3 from Moody’s Ratings, A- from S&P Global Ratings and A- from Fitch Ratings. Issuer Profile Debt distribution: ECL US Equity DDIS Capital structure: ECL US Equity CAST Related securities: ECL US Equity RELS Ratings history: ECL US Equity CRPR This story was produced with the assistance of Bloomberg Automation

现货黄金失守4520美元/盎司，日内跌1.02%。

JHVEPhoto American International Group ( AIG ) said on Tuesday that it has entered into a definitive agreement to acquire Everest Group ( EG ) insurance subsidiary in Colombia, Everest Compañía de Seguros Generales Colombia S.A. Upon completion of the transaction, subsidiaries of AIG will acquire 100% of the equity of Everest Colombia, including its licensed operations, employees, and ongoing insurance business. AIG and Everest will work closely to ensure a seamless transition for clients, brokers and colleagues. The transaction is expected to close in early 2027. Source: Press Release More on American International Group American International Group: Underwriting Proves Resilient Again In Q1 AIG outlines low to mid-teens 2026 net premiums written growth as dividend rises 11% to $0.50 AIG Q1 earnings beat, buoyed by surging underwriting income in general insurance unit

Cindy Shebley/iStock Editorial via Getty Images Thesis Coastal Financial Corporation ( CCB ) has demonstrated strong top-line growth with new partnerships created through its CCBX segment operating as a Banking as a Service ( BaaS ) business model. The CCBX division has increased fee income from $3.6 million in 2023 to $10.9 million in Q1, 2026, representing a 9.69% compounded quarterly growth rate over twelve consecutive quarters. The off-balance sheet credit card portfolio expanded 3.6x in five quarters, from 182,449 in Q4 2024 to 667,023 in Q1 2026. Additionally, the T-Mobile partnership proved the platform can absorb enterprise-scale deposit volume. Despite the promising top-line growth, I am issuing a hold rating on CCB due to a stagnating efficiency ratio, the risks of counterparty solvency and indemnification being at risk under a credit stress environment, and finally, increased regulatory scrutiny threatening to put pressure on margins. Company Profile Coastal Financial Corporation is a Washington-based bank holding company operating in three segments: Coastal Community Bank, CCBX (Banking as a Service), and Treasury and Administration. The community bank segment operates as a traditional community bank serving consumers and small-to-medium sized businesses in the Puget Sound region of Washington. The CCBX segment is the high-growth segment providing technology and regulatory infrastructure to fintech service providers, allowing them to offer banking products to their customers. The Treasury and Administration segment handles the corporation’s investments, debt, and other administrative reporting items. Together, this model allowed Coastal Financial to combine the market expertise of a Pacific Northwest regional bank with the high-growth potential of a national fintech service provider. As of the first quarter of 2026, this strategy has helped the bank scale to $5.66 billion in total assets. Q1, 2026 Earnings Review CCB delivered a mixed bag with the Q1 202...

中国海油正从传统油气企业向能源资源公司转型 地缘冲突持续扰动石油化工产业链，能源安全稳定供应成为经济运行的“压舱石”。深水海域作为全球最具潜力的能源战略接续区，其勘探开发直接关系国家能源自主保障能力。 天然气是尿素等化工产品的关键原料。“国际市场上，当尿素价格冲高800美元/吨（约合人民币5450元）左右时，国内农民却能以不到2000元一吨的价格从容备耕。”海洋石油富岛有限公司工作人员告诉第一财经记者，这一稳定源于天然气长协机制。作为国内重要化肥和甲醇生产营运商之一，富岛公司通过与中国海油（600938.SH）海南分公司签订长协锁定原料，其132万吨尿素、140万吨甲醇年产能，依赖后者东方1-1、13-2以及乐东22-1、15-1等气田每年33.5亿立方米的稳定供应。 电力保障方面，海洋天然气发挥的作用同样重要。国内首批海气发电电厂华能南山电厂，承担着海南南部区域早晚用电高峰调峰任务，年发电量达80亿千瓦时，覆盖当地两成用电需求。 “自1996年崖13-1气田投产至今，我们已和中国海油海南分公司合作整30年。”该厂负责人强调，稳定供气是气电灵活调峰的关键。作为天然气输送枢纽，南山终端依托91公里海底管线，三十年来持续向三亚、文昌等地输送天然气，覆盖当地民生、工业、电力等多元用气场景。 下游稳供的核心是上游深海勘探突破。据中国海油相关人员介绍，全球七成油气资源藏于海洋，44%分布在超过300米的深水区域。另据中国海油集团能源经济研究院发布的《中国海洋能源发展报告2025》，2025年全球海洋油气产量同比增长4.1%至4912万桶油当量/日，其中超深水油气是全球油气产量的重要增长点，产量占比近13%。 在南海，以中国海油海南分公司为核心力量的深水开发近年成果显著。公司近年先后探获国内首个深水深层大气田宝岛21-1、全球首个超深水超浅层千亿方大气田陵水36-1，提前一年实现“南海万亿大气区”储量目标。此外，国内首个超深水大气田“深海一号”一期、首个深水高压气田“深海一号”二期及文昌16-2油田相继投产。2025年，海南分公司油气产量首次突破1000万吨油当量，较“十三五”末翻番，年天然气产量超 100亿立方米，占国内自产气近4%，其中深水气产量超50亿方，成为核心增长极。 深海开发难度随水深几何级上升，技术突破是关键。经过十余年攻关，海南分公司打破国外垄断，自主研发国内首...

Emin’s unsparing examination of her cancer and Kahlo’s intensely imagined response to traumatic injury moved our writer to take self-portraits while recovering from a serious operation In a photographic self-portrait taken not long after she was diagnosed with squamous cell bladder cancer in 2020, Tracey Emin’s iPhone shrouds her right breast as our line of vision descends from her catheter to her urostomy bag to her disposable knickers. Her body is fragile here in this hospital mirror, yet her gaze is anything but. It looks us dead in the eye as if to say: I matter, this matters – a sureness that challenges the notion of subjugation in times of ill-health. Even now, six years after her life-saving surgery, Emin refuses to conform to what may, or may not, make us feel comfortable when it comes to her post-operative body. As well as losing her bladder, Emin also lost her uterus, ovaries, lymph nodes, part of her colon, her urethra and part of her vagina. And yet she has found a striking autonomy in documenting the changes in her body. “This is mine, I own it,” she affirmed in an interview not long after her surgery. Continue reading...

Nvidia (NVDA) Price Target Raised Ahead of Strong Q1FY27 Results GuruFocus

Striking By Bas van Geffen, senior macro strategist at Rabobank Striking Trump said that he had delayed a planned military strike on Tuesday, at the request of Qatar, Saudia Arabia, and the UAE. According to Trump, the leaders of the Gulf states had asked the US to call off the attack because “serious negotiations are now taking place,” which could lead to a deal that is acceptable to the US and its Middle Eastern allies. In earlier stages of the conflict, such news would probably have caused a rally in stocks. But it seems that buyers may be on strike , or are at least fatigued. The S&P 500 briefly jumped from its intraday low, but this was insufficient to end the day in the green. Asian equity markets are trading relatively close to home today, too. Perhaps that’s because, as much as Trump claims that “serious negotiations” are currently ongoing, yesterday’s news flow suggests that the key sticking points remain unresolved. So, this is either a genuine last attempt to get to a peace deal that the Gulf states may prefer over the damage from war, or it is another flip-flop after Washington rejected an Iranian draft plan that was made over the weekend. Iran may have since made a new proposal. Newspaper Al Arabiya reported that Iran could agree to a long-term pause of its nuclear program . And instead of demanding war reparations, Iran now reportedly asks for economic concessions. Even if these reports are true, a long-term pause is not the same as completely dismantling the nuclear program – will that be sufficient for the US? The New York Post suggests it is not. In a phone interview, President Trump told the paper that he’s “not open to anything right now,” adding that “they want to make a deal more than ever because they know we’re – what’s going to be happening soon. ” However, separately, Trump has also said that he could agree to an Iranian commitment not to pursue nuclear weapons – if the Gulf states are content with that. Whether it’s a genuine attempt or not...

Over the past several months, semiconductor giant and the world’s most valuable company, NVIDIA NASDAQ: NVDA, has not been shy about making equity investments. NVIDIA Today NVDA NVIDIA $223.54 +1.22 (+0.55%) 52-Week Range $129.16 ▼ $236.54 Dividend Yield 0.02% P/E Ratio 45.62 Price Target $279.06 Add to Watchlist The firm has announced multi-billion dollar stakes in several companies in 2026. However, the company’s latest 13F filing reveals some interesting wrinkles, leaving off multiple stocks that NVIDIA publicly said it had taken positions in. Get NVIDIA alerts: Sign Up The company also massively increased its position in a top neo-cloud and purchased shares in a little-known biotech company. These are the biggest takeaways from NVIDIA’s Q1 2026 13F filing, complete with a breakdown of these seemingly mysterious omissions. Coherent, Lumentum, and Marvell: Why 1 Showed Up and 2 Didn’t During Q1, NVIDIA announced $2 billion investments in three semiconductor stocks. However, only one showed up on its filing. That company is Coherent NYSE: COHR, which makes optical transceivers and other optical networking components. As data center demand for optical networking has taken off, so have Coherent shares. Over the last 12 months, Coherent stock is up 350%. Coherent Today COHR Coherent $357.17 -5.66 (-1.56%) 52-Week Range $73.66 ▼ $413.00 P/E Ratio 170.67 Price Target $379.64 Add to Watchlist Its investment in Coherent comes as NVIDIA looks to help the company increase its production capacity, supporting the roll-out of NVIDIA’s optical networking solutions. NVIDIA also made a “multibillion-dollar purchase commitment” for Coherent’s products. However, NVIDIA also announced a very similar investment in Lumentum NASDAQ: LITE on the same day in early March. Interestingly, Lumentum did not show up on NVIDIA’s 13F. Looking at the regulatory filings related to these investments reveals the reason why. With Coherent, NVIDIA purchased the company’s common stock—the same type of ...