BEIJING, May 19, 2026 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“ Beike ” or the “ Company ”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced its unaudited financial results for the first quarter ended March 31, 2026.
BEIJING, May 19, 2026 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“ Beike ” or the “ Company ”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced its unaudited financial results for the first quarter ended March 31, 2026.
The world’s top soybean producer Brazil is processing record amounts of the crop, but a delay in the country’s plans to boost local demand through biofuel mandates has resulted in an excess of cheap soy oil supplies being shipped overseas. While soy oil futures in Chicago have climbed almost 56% this year, prices in Brazilian ports have moved much slower. A discount for soy oil in Brazil’s key por...
The world’s top soybean producer Brazil is processing record amounts of the crop, but a delay in the country’s plans to boost local demand through biofuel mandates has resulted in an excess of cheap soy oil supplies being shipped overseas. While soy oil futures in Chicago have climbed almost 56% this year, prices in Brazilian ports have moved much slower. A discount for soy oil in Brazil’s key port of Paranaguá is now the widest since 2023, according to data by Commodity3. The low cost has helped push Brazil’s soy oil exports up 47% this year through April, to the second highest volume for the period in the past two decades. Soy oil is used in most of Brazil’s biodiesel production, but expectations that the country would raise a mandatory blending mandate by March were frustrated. Currently, Brazil blends 15% of biodiesel in diesel, and an increase to 16% is pending technical tests . Similar to neighbor Argentina that’s also seen wide soy oil discounts, soybeans supplies in Brazil are abundant as the nation is harvesting a record crop . That’s keeping crushing activity intense, with processors now focusing on vegetable oil exports into markets such as India, Bangladesh and North Africa. “There is plenty supply of feedstock,” said João Paes de Almeida , founder of senior advisory company J.Pacta. Without a higher biodiesel mandate, “Brazil’s largest agricultural sector that is soy will continue to price its product under the Chicago benchmark,” he added. Read More: Biofuel Boom Shatters Longheld Link Between Soy and Palm Oil
Igor Borisenko/iStock via Getty Images A sign of the times: The Next Era-Dominion merger combines two very large and powerful utilities into one mega-utility, circling a $400 billion enterprise value. The scaling of infrastructure idea has come to energy in a new and unexpected way. The deal value itself is $67 billion in an all-stock merger. The Northern Virginia data center market is without a d...
Igor Borisenko/iStock via Getty Images A sign of the times: The Next Era-Dominion merger combines two very large and powerful utilities into one mega-utility, circling a $400 billion enterprise value. The scaling of infrastructure idea has come to energy in a new and unexpected way. The deal value itself is $67 billion in an all-stock merger. The Northern Virginia data center market is without a doubt a prize. In an earnings presentation on May 1, Dominion Energy, Inc. ( D ) noted 51GW of contracted data center capacity through its Dominion Energy Virginia in March of 2026, up 2.5GW since December, a nontrivial and reasonable amount. Interestingly, this is 3X the gigawatts of less than three years ago. Data center capacity (Dominion Energy) Parts of Dominion's territory—Florida, South Carolina, and North Carolina—are also growth states, with hefty commercial customers as well. Dominion's stock, D, was up nearly 10% on the news, and NextEra's was down ~5%, which is typical of the acquirer-acquired dynamic. The combined companies will be under the NEE ticker of NextEra Energy, Inc. ( NEE ). This is definitely the next era and really sort of mammoth. NextEra had been telegraphing their outsized plans for some time. Growth drivers timeline (NextEra Energy) Add in NextEra’s data center load opportunity set, and the numbers are considerable. However, not all of this will get built. Regardless, it is new demand and implied growth. Large-load demand (NextEra Energy) Hub pipeline chart (NextEra Energy ) From an S&P power 2026 update regarding demand in some key markets, the power play by the NextEra-Dominion overlays well with a diversified energy mix and what’s in demand ahead. Much of the solar generation in the near term is owing to that which has been in process. A large amount of solar capacity is to hit the U.S., owing to past incentives. But solar stands on its own too in places and cases I have seen. However, firm power is valuable now, with combined-cycle gas import...
Holding a flashcard for chemistry or further maths fills me with a unique kind of horror. Does anyone really understand this? There’s a chart doing the rounds on social media, ranking philosophers by how punk they are. Hobbes and Heidegger, it says, are “basically a cop”; while for Dionysius the Renegade, Marx and Parmenides, it declares: “They’re not punk, punk is them.” I have no way of knowing ...
Holding a flashcard for chemistry or further maths fills me with a unique kind of horror. Does anyone really understand this? There’s a chart doing the rounds on social media, ranking philosophers by how punk they are. Hobbes and Heidegger, it says, are “basically a cop”; while for Dionysius the Renegade, Marx and Parmenides, it declares: “They’re not punk, punk is them.” I have no way of knowing how true this is, or whether Žižek belongs so close to Engels, for example. To memorise this list would be beyond useless, like retaining the instructions for a plane you have neither licence for nor any reasonable prospect of flying. Yet, here I am, trying to memorise it; because it’s A-level season, and there is no state more howlingly impotent than trying to be supportive to people who are marching headlong into a knowledge inferno. If someone had told you when they were tiny that, one day, you’d wave them cheerfully off as they went to scale an ice wall, and you had no idea what the conditions would be like, nor any clue whether that was the right kind of pick, and only the dimmest sense of their skill level, you’d say: “No, I will find a better way. I will scale the ice wall myself, and if I perish, so be it.” And yet, here we are; there isn’t a plan B. Continue reading...
Natali_Mis/iStock via Getty Images Amesite ( AMST ) secured a new enterprise customer representing an approximately 2,700-patient census—its largest deployment to date and a major milestone in validating its enterprise strategy, sending shares rallying in premarket trading on Tuesday. The customer will deploy NurseMagic AI documentation across its workforce to streamline workflows, integrate their...
Natali_Mis/iStock via Getty Images Amesite ( AMST ) secured a new enterprise customer representing an approximately 2,700-patient census—its largest deployment to date and a major milestone in validating its enterprise strategy, sending shares rallying in premarket trading on Tuesday. The customer will deploy NurseMagic AI documentation across its workforce to streamline workflows, integrate their EMR, and integrate with their electronic visit verification workflow. The deployment is expected to significantly reduce the administrative burden that currently consumes up to 16 hours per caregiver per week, the company said. Shares of Amesite ( AMST ) surged 250% at press time, as the AI software company looks to disrupt the $1.5T non-acute healthcare sector. More on Amesite Historical earnings data for Amesite Financial information for Amesite
VanderWolf-Images/iStock Editorial via Getty Images I mark a Strong Buy rating on International Seaways ( INSW ) stock as Wall Street values it as a highly leveraged cyclical and misses its possible shift to a zero-net-debt cash-compounding infrastructure asset, in my opinion. In my stance, Wall Street may be incorrectly assuming that a Strait of Hormuz reopening can permanently collapse rates. Ho...
VanderWolf-Images/iStock Editorial via Getty Images I mark a Strong Buy rating on International Seaways ( INSW ) stock as Wall Street values it as a highly leveraged cyclical and misses its possible shift to a zero-net-debt cash-compounding infrastructure asset, in my opinion. In my stance, Wall Street may be incorrectly assuming that a Strait of Hormuz reopening can permanently collapse rates. However, instead of that, it may possibly trigger a huge ton-mile bullwhip and severe Asian discharge congestion that can highly tighten vessel supply. Over this catalyst, International Seaways is standing to take advantage through its 82% spot market exposure . Moreover, International Seaways's 100% acquisition of the Tankers International pool provides a proprietary data edge and is enabling cross-segment arbitrage, like trading clean LR1s in dirty crude markets. However, the major risks to this thesis include a psychological reopening saddle (a temporary spot rate collapse immediately following a stable ceasefire) and the constraints of its hard 85% dividend payout policy that limits the cash hoarding required for forward VLCC fleet renewals and increases forward dependence on debt markets. What Can Take International Seaways Stock Price Higher? In my opinion, the consensus view is that when the Strait of Hormuz reopens and the US/Israel/Iran hostilities normalize, the 15 million bpd of disrupted crude will flood the market, easing supply issues and causing tanker spot rates to drop permanently. But in my stance, a Hormuz reopening may trigger a large logistical bullwhip effect that may actually tighten effective vessel supply in the mid-term. To expand more here, currently, massive volumes of oil are trapped/being rerouted. When the strait opens, a wave of laden VLCCs and Suezmaxes may, at the same time, rush toward the primary demand sink that is Asia. This synchronized armada may hit Asian discharge ports and may be creating huge port congestion. As per International Se...
KanawatTH/iStock via Getty Images They often say buy low when others are fearful, and sell when everyone's being greedy. However, we've seen a whole new market dynamic recently, as every dip gets bought aggressively, even as the market trades around ATHs. These are fascinating times, as very few market participants appear concerned, and many do appear quite greedy. The recent FOMO has been extreme...
KanawatTH/iStock via Getty Images They often say buy low when others are fearful, and sell when everyone's being greedy. However, we've seen a whole new market dynamic recently, as every dip gets bought aggressively, even as the market trades around ATHs. These are fascinating times, as very few market participants appear concerned, and many do appear quite greedy. The recent FOMO has been extremely explosive, especially in several of the high-quality tech stocks, now dominating the stock universe. Even Goldman Sachs ( GS ) has come out publicly, warning that the massive recent stock market rally is really just one big "AI-trade. " 85% of the S&P 500's "SPX" ( SP500 ) gains this year have been AI-related, and the "rest" of the SPX has only returned about 3%. The extremely concentrated nature of the stock market rally has become concerning, as any weakness in the top performing names could equate to considerable downside in broader market averages, which could also drag down most of the market down simultaneously. Despite the massive upside in many AI-related stocks recently and the SPX moving over 7,500 briefly, Goldman is keeping its year-end SPX target at 7,600. This dynamic implies that there is an increased risk for volatility to increase in the near term, and generally, there may be relatively limited upside for the rest of 2026. Another interesting element is that hedge funds have been r educing Mag 7 positions substantially in recent weeks. I've also become more cautious on the recent rally, as I noted that it's not different this time , in a recent article. While the initial moves in the rally were due to the market being overly bearish in March, the recent moves appear increasingly more volatile, suggesting increasing retail investor buying and extreme FOMO. SOXX 1-Year Chart SOXX (Stock Charts ) For instance, look at the semiconductor index/ETF ( SOXX ), as it may be the brightest example of markets gone wild today. Even if we disregard the mounting negati...
PhonlamaiPhoto/iStock via Getty Images Thesis Cerebras Systems Inc. ( CBRS ) provides a compelling investment opportunity as a speculative AI hardware company, in part due to its alignment with what I believe is an impending paradigm shift that is currently underestimated by most investors: Once AI models reach a certain level of intelligence, then the speed at which they operate could potentially...
PhonlamaiPhoto/iStock via Getty Images Thesis Cerebras Systems Inc. ( CBRS ) provides a compelling investment opportunity as a speculative AI hardware company, in part due to its alignment with what I believe is an impending paradigm shift that is currently underestimated by most investors: Once AI models reach a certain level of intelligence, then the speed at which they operate could potentially become more relevant than their incremental increase in "intelligence". This statement appears counter-intuitive. During the past few years, the AI space has primarily been driven by model intelligence (i.e., bigger models, more parameters, larger context windows, better benchmarks, more dramatic demonstrations of reasoning) and this has led to a well-developed investor community of people asking one primary question: Who has the smartest model? However, the next generation of AI may be different. It is increasingly believed that once a model reaches a sufficient level of "intelligence" to perform a task, then the limiting factor is no longer whether the model can provide a correct response; but rather how quickly it can process information, react/respond to new input, generate and evaluate revised responses, access tools such as other models or databases, execute code, self-evaluate its own results, and/or transition to the next task. Cerebras’s Nasdaq-listing (Cerebras) The Key Insight: AI Has An IQ Threshold For Vast Majority of Workloads The competitive edge of the fastest AI technology will ultimately come down to how much better it performs at getting things done quickly. After a certain model IQ threshold, it simply does not matter how much smarter the model gets for a vast majority of workloads There are also other ways in which AI does not simply compete based upon how smart it is. In addition to being smart, AI competes on how interactive it is. This idea represents an increasingly significant component of the overall Cerebras narrative. The marketplace currently...
港股反彈逾100點,但未企穩25,800點收市。 港股連跌兩日後有反彈。大市略為高開後反覆向好。收復50天線。全日上升122點,報25,797點,成交2,721億元。 Blue Water Capital首席投資官李澤銘說:「始終中東方面局勢未有緩和,油價長期維持在高位。通脹憂慮,看到很明顯環球國債息率上升中,同時減息預期進一步降低。所以短期反彈幅度受限的,所以上望到26,000點左右會有較有明顯...
港股反彈逾100點,但未企穩25,800點收市。 港股連跌兩日後有反彈。大市略為高開後反覆向好。收復50天線。全日上升122點,報25,797點,成交2,721億元。 Blue Water Capital首席投資官李澤銘說:「始終中東方面局勢未有緩和,油價長期維持在高位。通脹憂慮,看到很明顯環球國債息率上升中,同時減息預期進一步降低。所以短期反彈幅度受限的,所以上望到26,000點左右會有較有明顯的阻力。」 科網股普偏向好,支撐大市。阿里巴巴、騰訊和美團,上升百分之1至2。 油價持續強勢,中海油升近百分之3。網上醫療股受壓,阿里健康和京東健康,下跌百分之2至4。 個別汽車股未止跌,理想汽車跌百分之4,連跌三日。小鵬見一年低位。 資金炒作腦機接口概念,腦動極光上升三成四。大模型概念股受壓,智譜跌百分之9,曾經跌穿1,000元關口。 渣打為業務制訂中期目標,股價重上200元。
港股反彈逾100點,但未企穩25,800點收市。 港股連跌兩日後有反彈。大市略為高開後反覆向好。收復50天線。全日上升122點,報25,797點,成交2,721億元。 Blue Water Capital首席投資官李澤銘說:「始終中東方面局勢未有緩和,油價長期維持在高位。通脹憂慮,看到很明顯環球國債息率上升中,同時減息預期進一步降低。所以短期反彈幅度受限的,所以上望到26,000點左右會有較有明顯...
港股反彈逾100點,但未企穩25,800點收市。 港股連跌兩日後有反彈。大市略為高開後反覆向好。收復50天線。全日上升122點,報25,797點,成交2,721億元。 Blue Water Capital首席投資官李澤銘說:「始終中東方面局勢未有緩和,油價長期維持在高位。通脹憂慮,看到很明顯環球國債息率上升中,同時減息預期進一步降低。所以短期反彈幅度受限的,所以上望到26,000點左右會有較有明顯的阻力。」 科網股普偏向好,支撐大市。阿里巴巴、騰訊和美團,上升百分之1至2。 油價持續強勢,中海油升近百分之3。網上醫療股受壓,阿里健康和京東健康,下跌百分之2至4。 個別汽車股未止跌,理想汽車跌百分之4,連跌三日。小鵬見一年低位。 資金炒作腦機接口概念,腦動極光上升三成四。大模型概念股受壓,智譜跌百分之9,曾經跌穿1,000元關口。 渣打為業務制訂中期目標,股價重上200元。
Russian President Vladimir Putin meets with China's President Xi Jinping at the Kremlin in Moscow on March 21, 2023. Alexey Maishev | Afp | Getty Images As Russian President Vladimir Putin travels to China, Moscow's leader will be keen not only to bolster ties with Beijing but also to extract key wins in areas of trade and energy. Putin's two-day trip to Beijing comes hot on the heels of his U.S. ...
Russian President Vladimir Putin meets with China's President Xi Jinping at the Kremlin in Moscow on March 21, 2023. Alexey Maishev | Afp | Getty Images As Russian President Vladimir Putin travels to China, Moscow's leader will be keen not only to bolster ties with Beijing but also to extract key wins in areas of trade and energy. Putin's two-day trip to Beijing comes hot on the heels of his U.S. counterpart Donald Trump's state visit, which saw the White House boast diplomatic and trade wins. The Russian president now heads to Beijing with the hope of reaffirming and reinforcing already close ties with China. CNBC looks at the three key areas where Russia's leader would like to deepen ties and extract concrete pledges: Geopolitical ties It's no accident that Putin's arrival comes just days after Trump concluded his state visit to Beijing, Ed Price, senior non-resident fellow at New York University, told CNBC Tuesday. Putin is likely sending "a reminder to Americans that, yes, you can come and visit China as much as you like but Russia is closer, and friendlier than you," he said. Putin and Xi have developed close relations for more than a decade and the Russian president will want to reassert Russia's position as China's closest geopolitical ally, Price added. Price said Putin will also be seeking China's diplomatic backing with regard to the Ukraine war, a conflict Beijing has tolerated if not openly endorsed. "As long as President Putin has territorial ambitions in his West, which is Ukraine, he must have diplomatic success in his East, which is China," he added. "That's another way of saying that President Putin is playing a long game, a long game for the Russian state, in which he's bringing China as close as possible, while he is dealing with what he sees as a threat, which is NATO in Eastern Europe." watch now VIDEO 3:37 03:37 Why Putin needs a diplomatic win in the East amid territorial ambitions The China Connection One potentially awkward talking point, ho...
Cuban President Miguel Diaz-Canel and U.S. President Donald Trump. Sergey Bobylev | Nathan Howard | Reuters Cuban President Miguel Díaz-Canel on Tuesday condemned U.S. sanctions on the country as "immoral, illegal, and criminal," lashing out at prolonged economic pressure on the communist-run island as tensions escalate . In a social media post on X, Díaz-Canel said the fuel-starved nation would "...
Cuban President Miguel Diaz-Canel and U.S. President Donald Trump. Sergey Bobylev | Nathan Howard | Reuters Cuban President Miguel Díaz-Canel on Tuesday condemned U.S. sanctions on the country as "immoral, illegal, and criminal," lashing out at prolonged economic pressure on the communist-run island as tensions escalate . In a social media post on X, Díaz-Canel said the fuel-starved nation would "continue to denounce, in the firmest and most energetic way possible, the genocidal siege that seeks to strangle our people." Cuba's president singled out President Donald Trump 's executive order that threatens third parties from selling oil to Havana with tariffs, as well as U.S. measures that seek to penalize companies that may want to invest in the country or provide it with basic goods. His comments come after a fresh wave of U.S. sanctions and amid mounting speculation that the U.S. could carry out military strikes against Cuba. The U.S. government on Monday imposed sanctions on 11 Cuban officials and its main intelligence agency. The move forms part of a broader pressure campaign that has included efforts to implement an oil blockade on the island since January, shortly after its ally and a key provider of oil, Venezuelan President Nicolás Maduro , was seized in an audacious military operation . Read more Cuba says oil and diesel supplies have run dry under U.S. sanctions CIA chief makes historic trip to Cuba as US blockade chokes island's energy supplies Cuba partially restores power and vows ‘unyielding resistance’ to U.S. oil blockade An Axios report on Sunday, citing classified intelligence, said Cuba had acquired more than 300 military drones from Russia and Iran and had recently began discussing plans to use them to attack U.S. targets. These targets reportedly included the U.S. base at Guantanamo Bay, U.S. military vessels and potentially Key West, roughly 90 miles north of Cuba. Cuba's Díaz-Canel said in a separate social media post on Monday that U.S. threat...
图源:公众号「有三思 U Sense」) 2023年秋,杭州亚运会湖州赛区。于成龙手持亚运火炬跑过城市街巷,掌心传来的温度让他想起十四年前,那个没有暖气的冬天。 彼时他在河南安阳的一间出租屋里,裹着羽绒服改方案,手指冻得握不住笔。他在那个冬天起跑,完成了一场长达18年的迁徙:从连“VI”是什么意思都要查百度的广告新人,到亚奥理事会特聘专家;从地产广告公司年薪两万的驻场专员,到网络安全企业百万年薪的...
DieterMeyrl/E+ via Getty Images Sociedad Química y Minera de Chile SA ( SQM ) is poised for significant growth in its first-quarter 2026 earnings, as a rebound in lithium prices lifts profitability after three difficult years for the battery materials sector. Visible Alpha consensus estimates point to SQM’s Q1 revenue rising 62% year-on-year to $1.7 billion, driven by a recovery in the company’s l...
DieterMeyrl/E+ via Getty Images Sociedad Química y Minera de Chile SA ( SQM ) is poised for significant growth in its first-quarter 2026 earnings, as a rebound in lithium prices lifts profitability after three difficult years for the battery materials sector. Visible Alpha consensus estimates point to SQM’s Q1 revenue rising 62% year-on-year to $1.7 billion, driven by a recovery in the company’s lithium business, which remains the dominant earnings engine for the Chilean producer. Revenue from lithium and lithium derivatives is forecast to surge 123% to $1.1 billion for the quarter, and account for more than 60% of group sales in fiscal 2026, as improving pricing conditions begin to reverse the steep declines seen across the global lithium market since late 2022. By contrast, SQM’s non-lithium businesses are expected to deliver more muted growth. The recovery comes as lithium markets stabilize following a prolonged period of oversupply that pressured prices and margins across the industry, affecting producers. Spot lithium carbonate prices have recovered materially in 2026, supported by significant supply deficits, surging demand for EVs, and energy storage. Analysts expect SQM’s average realized lithium price in Q1 to rise 85% year-on-year to $16,940 per ton, up from $11,125 in the previous quarter and $9,144 a year earlier. Lithium and derivative sales volumes, meanwhile, are expected to increase only modestly sequentially, to 67,000 tons from 66,000 tons in the fourth quarter, and 55,000 tons a year ago, highlighting the improvement in lithium earnings is being driven primarily by price rather than volume. The sharper pricing environment is expected to feed directly into the bottom line. Analysts forecast first-quarter net income to climb 182% year-on-year to $388 million, while diluted EPS is projected to reach $1.36, reflecting stronger lithium profitability and improved operating leverage as pricing recovers. The company is scheduled to report Q1 2026 earnings...