Ministry of Defence names soldier who fell from her horse as Lance Bombardier Ciara Sullivan, 24, part of the King’s Troop, Royal Horse Artillery A soldier who died after falling from her horse at the Royal Windsor Horse Show was named as Lance Bombardier Ciara Sullivan, 24 – an “exceptional jockey” with an “infectious energy”, her commanding officer said. Sullivan, part of the King’s Troop, Royal...
Ministry of Defence names soldier who fell from her horse as Lance Bombardier Ciara Sullivan, 24, part of the King’s Troop, Royal Horse Artillery A soldier who died after falling from her horse at the Royal Windsor Horse Show was named as Lance Bombardier Ciara Sullivan, 24 – an “exceptional jockey” with an “infectious energy”, her commanding officer said. Sullivan, part of the King’s Troop, Royal Horse Artillery, fell at around 7pm on Friday after exiting the arena. Continue reading...
导读： ①盘持续调整量能走弱，短期市场存在修复预期，资金回流力度是核心观察点；②长鑫存储业绩利好引爆存储产业链，板块全线扩散走强，但高位叠加外围利空，今日大概率分化调整；③机器人赛道迎来新风口，物理 AI 产业逻辑扎实，具备中长期题材炒作空间；④留意人气股大普微停牌核查对次新炒作情绪影响。 昨日市场延续调整，三大指数全线收跌，量能大幅萎缩，在连续调整后，后市会存在着一定的修复预期，届时短线回流强度...
导读： ①盘持续调整量能走弱，短期市场存在修复预期，资金回流力度是核心观察点；②长鑫存储业绩利好引爆存储产业链，板块全线扩散走强，但高位叠加外围利空，今日大概率分化调整；③机器人赛道迎来新风口，物理 AI 产业逻辑扎实，具备中长期题材炒作空间；④留意人气股大普微停牌核查对次新炒作情绪影响。 昨日市场延续调整，三大指数全线收跌，量能大幅萎缩，在连续调整后，后市会存在着一定的修复预期，届时短线回流强度或是后市所需关注的重点。 盘面上来看，受益于长鑫业绩大幅超预期，成功带动整个存储产业链走出趋势性走强行情。其中长鑫概念标的持续领涨，合肥城建凭借长鑫科技核心合作及参股，走出5天4板，上峰水泥同样斩获6天3板。此外行情进一步向上游、下游延伸扩散，从核心存储芯片设计，逐步蔓延至半导体设备、特种材料、封装测试等细分赛道，兆易创新、深科技等多只核心标的盘中强势拉升，创出阶段新高。 不过从短线博弈角度来看，存储芯片产业链经过多轮反复轮动炒作，多数核心标的累计涨幅可观，整体已处于相对高位。而隔夜美股存储板块集体下挫，外围市场情绪走弱，或会对A股存储板块短线做多情绪形成压制，今日板块内部大概率迎来高位分化、强弱切换。 与此同时，机器人板块近期反复活跃，并逐步衍生出“物理AI”等较新的概念方向。所谓物理AI，是指以数据为驱动、深度融合物理规律的人工智能技术，有望在具身智能、智能驾驶、工业制造等场景中加速落地。有观点认为，物理AI代表了人工智能应用的“终局形态”，即智能体不仅理解物理世界的规律，还具备改变物理环境的能力。这一能力的实现，根本在于模型——尤其是世界模型的突破与落地。而模型的突破，核心又在于训练数据：大规模、高质量的具身数据，将有效提升具身模型的泛化能力，从而真正推动物理AI走向实际应用。整体而言物理AI概念或为机器人、高端智造等赛道打开长期成长空间，题材具备长期炒作逻辑与产业支撑。 近端次新赛道成为场内亮眼支线行情，叠加科技题材溢价与次新无套牢盘优势，多只标的大幅冲高。联讯仪器涨超12%，股价超茅台成为A股“新股王”，此外有研复材、理奇智能、大普微同样20CM涨停。不过昨晚大普微公告带动企业级SSD存储需求发展存在一定波动和不确定性，股票停牌核查。对于其余近端次新是否形成利空影响值得关注。
(RTTNews) - The Hong Kong stock market has finished lower in back-to-back sessions, slumping more than 700 points or 3 percent along the way. The Hang Seng Index now rests just above the 25,675 point plateau although it may halt its slide on Tuesday.
(RTTNews) - The Hong Kong stock market has finished lower in back-to-back sessions, slumping more than 700 points or 3 percent along the way. The Hang Seng Index now rests just above the 25,675 point plateau although it may halt its slide on Tuesday.
Suifenhe, a small city in China’s economically depressed rust belt, is a microcosm of an evolving Chinese-Russian trading relationship Suited and booted in a navy twinset tracksuit and colourful high-top trainers, Wang Runguo is hustling. Darting across the gleaming floors of his cavernous car showroom, the 45-year-old from one of China’s poorest provinces is closing on yet another deal. It is all...
Suifenhe, a small city in China’s economically depressed rust belt, is a microcosm of an evolving Chinese-Russian trading relationship Suited and booted in a navy twinset tracksuit and colourful high-top trainers, Wang Runguo is hustling. Darting across the gleaming floors of his cavernous car showroom, the 45-year-old from one of China’s poorest provinces is closing on yet another deal. It is all in a day’s work for the man whose salary has more than doubled in the past year thanks to a well-timed pivot: from corn to cars; from China to Russia. This time last year Wang was working for an agricultural company that grew corn and soya beans for the domestic market. Now he is a manager at Xingyun International Automobile Export, a company founded in August 2025 to cater to the booming new car export industry in Suifenhe, a small city in China’s north-east that borders Russia. “Recently, China and Russia have been moving closer together,” Wang says. “As we move closer, more and more cars are going there.” Continue reading...
Dear Reader, At Bloomberg, we have long recognized Japan’s critical role in the global economy. Since establishing the Tokyo bureau over 30 years ago, our aim has been to bridge the gap between local nuance and global perspective, providing the kind of rigorous, impartial journalism that Japanese business leaders demand. Last year, we undertook a complete overhaul of Bloomberg’s Japanese-language ...
Dear Reader, At Bloomberg, we have long recognized Japan’s critical role in the global economy. Since establishing the Tokyo bureau over 30 years ago, our aim has been to bridge the gap between local nuance and global perspective, providing the kind of rigorous, impartial journalism that Japanese business leaders demand. Last year, we undertook a complete overhaul of Bloomberg’s Japanese-language website. We streamlined the navigation, tailored the experience to local user preferences, and expanded coverage of the issues that matter most to our Japanese readers. The effort represented Bloomberg’s most significant digital investment in a non-English market to date — and the sustained audience growth since then suggests it was the right investment to make. We are now bringing Bloomberg’s global subscription service to Japan. As of May 18, 2026, subscribers in Japan will enjoy access to Bloomberg’s expanded Japanese-language coverage from our Tokyo bureau, a powerhouse of over 100 journalists and analysts, alongside the full breadth of our digital output from more than 100 bureaus worldwide. This transformation is led by Managing Editor Hidefumi Nogami. A veteran of both traditional and digital media, Hidefumi will ensure that our Japanese audience has a comprehensive toolkit for the modern professional. Here is a brief look at what you will receive: Global and Local Content: Comprehensive access to Bloomberg’s coverage of markets, finance, economics and government, international affairs, technology and corporate news from Japan and around the world. Expert Newsletters and Insights: Apple and Tech Reporter Mark Gurman’s Power On newsletter, and a new offering from Bloomberg Economist Taro Kimura. This sits alongside our signature Big Take series, Bloomberg Opinion and in-depth interviews with global leaders. Our flagship Five Things to Start Your Day: Japan Edition newsletter will remain accessible to all readers. Real-Time Market Dynamics and Visualizations: Access to...
(RTTNews) - The Australian stock market is significantly higher on Tuesday, reversing some of the losses in the previous two sessions, following the mixed cues from Wall Street on Monday. The benchmark S&P/ASX 200 index is moving up to near the 8,600.00 level, with gains across m
(RTTNews) - The Australian stock market is significantly higher on Tuesday, reversing some of the losses in the previous two sessions, following the mixed cues from Wall Street on Monday. The benchmark S&P/ASX 200 index is moving up to near the 8,600.00 level, with gains across m
If you just can't choose between refresh rate and resolution, LG's next gaming monitor could solve your problem, as the UltraGear 25G590B monitor is the first one announced that will be capable of a native 1000Hz refresh rate at 1,920 x 1,080 resolution. So far, the 1,000Hz models we've seen have only been capable of 720p at the most, but this 24.5-inch IPS display does not have that limitation, a...
If you just can't choose between refresh rate and resolution, LG's next gaming monitor could solve your problem, as the UltraGear 25G590B monitor is the first one announced that will be capable of a native 1000Hz refresh rate at 1,920 x 1,080 resolution. So far, the 1,000Hz models we've seen have only been capable of 720p at the most, but this 24.5-inch IPS display does not have that limitation, as the company says it's ready for esports competitors (whether they're in an FPS or Excel ), who need maximum responsiveness. We were already asking if anyone could feel the effect of higher refresh rates a few years ago when they hovered around 360 … Read the full story at The Verge.
Nanci Santos/iStock via Getty Images By Jennifer Nash Builder confidence posted a modest gain in May despite persistent affordability challenges and economic uncertainty. The National Association of Home Builders (NAHB) Housing Market Index (HMI) rose 3 points from April to 37 this month, marking the 25th consecutive negative reading. The latest reading was higher than the forecast of 34. The Nati...
Nanci Santos/iStock via Getty Images By Jennifer Nash Builder confidence posted a modest gain in May despite persistent affordability challenges and economic uncertainty. The National Association of Home Builders (NAHB) Housing Market Index (HMI) rose 3 points from April to 37 this month, marking the 25th consecutive negative reading. The latest reading was higher than the forecast of 34. The National Association of Home Builders Housing Market Index is a gauge of builder opinion on the relative level of current and future single-family home sales. The data is collected from a monthly survey of about 900 home builders asking respondents to, "rate market conditions for the sale of new homes at the present time and in the next six months as well as the traffic of prospective buyers of new homes." It is a diffusion index, which means that a reading above 50 indicates a favorable outlook on home sales; below 50 indicates a negative outlook. Here are a few quotes from the press release : “The housing market remains soft as higher mortgage rates, rising gas prices and economic uncertainty related to the war in Iran continue to dampen buyer demand,” said NAHB Chairman Bill Owens, a home builder and remodeler from Worthington, Ohio. “However, efforts in the House to modify the 21st Century ROAD to Housing Act could increase the nation’s housing supply and help ease builder concerns.” “Recent increases for long-term interest rates will continue to hold back home buyer demand,” said NAHB Chief Economist Robert Dietz. “Although some regional markets, including parts of the Midwest, are showing relative strength, the housing market continues to face significant affordability challenges.” Here is the historical series, which dates from 1985. Components of the the NAHB Housing Market Index The NAHB Housing Market Index is calculated based off of three components: current sales, expected sales in the next six months, and traffic of prospective buyers. Here are the readings for May...
A Hong Kong hedge fund that outperformed peers says shipping stocks are a better trade than artificial intelligence, given the risks of tech companies overspending. HD Capital Ltd.’s flagship fund allocated 11% of its portfolio in oil transport and 6.1% in shipbuilders as of April, making them its largest exposure. The $200 million multi-asset fund beat 97% of its peers this year and over a five-y...
A Hong Kong hedge fund that outperformed peers says shipping stocks are a better trade than artificial intelligence, given the risks of tech companies overspending. HD Capital Ltd.’s flagship fund allocated 11% of its portfolio in oil transport and 6.1% in shipbuilders as of April, making them its largest exposure. The $200 million multi-asset fund beat 97% of its peers this year and over a five-year period, based on industry data provider With Intelligence. “The tanker cycle could remain strong well into 2028–2029, as new capacity won’t arrive until then,” said Michael Wang , chief investment officer at HD Capital. “Supply is tightly constrained, while demand can easily be triggered by geopolitical shocks. That’s why the shipping cycle has visibility for years ahead.” Shipping rates have risen significantly due to the Middle East conflict, while years of underinvestment left global shipbuilding capacity constrained, limiting new supply. That means shipyards and oil transport companies have high earnings visibility, Wang said. That contrasts with the AI trade, which has become risky due to the billions in capital expenditure by tech companies, he added. Shares of major Asian shipping firms, including COSCO Shipping Energy Transportation Co. and crude oil tanker manufacturer Samsung Heavy Industries Co. have surged about 200% and 100% over the past year, respectively. While his peers chased tech and AI names, Wang said his fund intentionally leaned into industrial names like shipyards and oil tankers given high earnings visibility. HD Capital cut exposure to stocks in March, trimming overall equity holdings from more than 90% to about 65% as geopolitical risks flared. The flagship Horizon China Non-US Feeder Fund has only 1% exposure to internet stocks. Wang said US and Chinese tech behemoths are trapped in a race to develop their AI models through massive spending and may struggle to earn returns that justify their investments. “The entire AI capital expenditure glo...
Analog Devices Inc. is in advanced talks to acquire closely held Empower Semiconductor for $1.5 billion in cash, according to people familiar with the matter. A transaction could be announced as soon as Tuesday, said the people, who asked not to be identified because the information was private. A final agreement hasn’t been reached and the details could change, or the talks could still end withou...
Analog Devices Inc. is in advanced talks to acquire closely held Empower Semiconductor for $1.5 billion in cash, according to people familiar with the matter. A transaction could be announced as soon as Tuesday, said the people, who asked not to be identified because the information was private. A final agreement hasn’t been reached and the details could change, or the talks could still end without a deal, the people said. Representatives for Analog Devices and Empower didn’t immediately respond to requests for comment. Empower, based in Milpitas, California, makes chips used to regulate voltage, including in data centers. The company said in September that it had raised more than $140 million in a Series D financing led by Fidelity Management & Research Co. Analog Devices designs, manufactures, and markets chips used in industrial and communications equipment, consumer electronics and cars, among other applications. Shares of the Wilmington, Massachusetts-based company have gained 54% this year, giving it a market value of $204 billion.
NEW YORK, May 19, 2026--Blackstone (NYSE: BX) today announced a joint venture with Google to create a new U.S.-based company that will offer efficient data center capacity, operations, networking, and Google Cloud's Tensor Processing Units (TPUs) as a compute-as-a-service offering. The company will give customers another option to access cloud TPUs in addition to using them through Google Cloud.
NEW YORK, May 19, 2026--Blackstone (NYSE: BX) today announced a joint venture with Google to create a new U.S.-based company that will offer efficient data center capacity, operations, networking, and Google Cloud's Tensor Processing Units (TPUs) as a compute-as-a-service offering. The company will give customers another option to access cloud TPUs in addition to using them through Google Cloud.
President says he has instructed US military to be ready for ‘a full, large scale assault of Iran, on a moment’s notice’ – key US politics stories from Monday 18 May Donald Trump says he has called off a planned attack on Iran at the behest of Gulf states so talks could continue. In a post to his Truth Social platform, the US president claimed that the leaders of Qatar, the United Arab Emirates an...
President says he has instructed US military to be ready for ‘a full, large scale assault of Iran, on a moment’s notice’ – key US politics stories from Monday 18 May Donald Trump says he has called off a planned attack on Iran at the behest of Gulf states so talks could continue. In a post to his Truth Social platform, the US president claimed that the leaders of Qatar, the United Arab Emirates and Saudi Arabia had approached Washington because of the chance of reaching a deal that would be “very acceptable” to the US, and preclude Iran from obtaining a nuclear weapon. Continue reading...
The headline from Citi's May 18 semiconductor note focused on Intel. The $130 price target on a stock that was trading near $107 was the number that traveled. But buried in the same note was a call on a different chipmaker that carries a disclosure most investors have not yet processed. That ...
The headline from Citi's May 18 semiconductor note focused on Intel. The $130 price target on a stock that was trading near $107 was the number that traveled. But buried in the same note was a call on a different chipmaker that carries a disclosure most investors have not yet processed. That ...
According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, Forest Avenue Capital Management LP increased its holding in Par Pacific Holdings (NYSE:PARR) by 625,247 shares during the first quarter. The stake’s quarter-end value increased by $60.94 million, reflecting both trading activity and price movement. Forest Avenue Capital Management LP’s position in Par Pacific Holdi...
According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, Forest Avenue Capital Management LP increased its holding in Par Pacific Holdings (NYSE:PARR) by 625,247 shares during the first quarter. The stake’s quarter-end value increased by $60.94 million, reflecting both trading activity and price movement. Forest Avenue Capital Management LP’s position in Par Pacific Holdings accounted for 5.27% of reported 13F assets as of March 31, 2026. Top five holdings after the filing: Continue reading