Stainless, a New York-based startup, founded in 2022, rose to prominence in the emerging AI industry for automating the creation and maintenance of software development kits, or SDKs — the libraries developers use to interact with APIs.

(RTTNews) - After rebounding from last Friday's sell-off early in the session, treasuries once again came under pressure over the course of the trading day on Monday.

Two of the largest names in digital advertising have moved in opposite directions over the past month, and the gap is striking. Meta Platforms (NASDAQ:META) stock is down 11% over the trailing month, while Alphabet (NASDAQ:GOOGL) stock is up 16% in the same time frame. Both reported their financial results on April 29, and the ... Meta Platforms Is Down 11% in a Month While Alphabet Is Up 16%. What’s Going On?

Meta Platforms Is Down 11% in a Month While Alphabet Is Up 16%. What’s Going On? Yahoo Finance

Nvidia Corp. Chief Executive Officer Jensen Huang , speaking days after he joined President Donald Trump ’s summit in China, said he expects Chinese authorities will eventually allow the import of artificial intelligence chips from the US. “The Chinese government has to decide how much of their local market do they want to protect,” Huang said in an interview Monday with Bloomberg Television. “My sense is that over time the market will open.” The Nvidia chief was a last-minute addition to the delegation of American business leaders for Trump’s high-stakes meetings in Beijing with Chinese leader Xi Jinping . Huang’s presence on the trip stirred speculation among investors and China hawks in Washington that Nvidia might achieve a breakthrough on shipping AI chips to the world’s second-largest economy. Read More: Trump Says He Discussed AI Guardrails, Nvidia’s Chips With Xi Huang said he didn’t discuss directly with Chinese officials the company’s effort to sell its H200 AI chips to customers in China, though he acknowledged that the topic came up during discussions between officials from both sides. “President Trump had some conversations with the leaders and I’m looking forward to what they decide,” Huang said. On Friday, after his return to Washington, Trump said that Nvidia’s H200 chips “did come up, and I think something could happen on that,” without elaborating further. The president added that China hasn’t approved purchases of the H200 chips “because they chose not to, they want to develop their own.” Trump agreed in December to allow Nvidia to ship its H200 AI chips to Chinese customers, a decision that marked a significant easing of measures aimed at restraining China’s growth in AI. Since then, the US Commerce Department has granted licenses to clear the way for those sales. Yet officials in Beijing have held up purchases by companies in China, owing in part to their desire to achieve self-sufficiency in semiconductors and boost domestic champions like Huaw...

Tim Cook’s Beijing Trip Signals Apple (NASDAQ: AAPL) Is All-In on Keeping China Happy foreignpolicyjournal.com

The following is a statement from Teamsters Amazon Division Director Randy Korgan regarding a decision by an Administrative Law Judge at the National Labor Relations Board (NLRB) to force a settlement on Amazon workers in Amazon vs. NLRB et. al.

AI算力需求催生能源业超级巨头 美国最大可再生能源开发商NextEra Energy于周一宣布，已同意以全股票交易方式收购Dominion Energy，交易价值约668亿美元。此举旨在应对由AI数据中心驱动的数十年来最强劲电力需求增长。 交易详情与行业地位 根据协议，Dominion股东每股将获得0.8138股NextEra股票，交易完成后NextEra股东将持有合并后公司约74.5%的股份，Dominion股东持有25.5%。此外，Dominion股东还将获得一笔3.6亿美元的一次性现金支付。 合并后的公司将创建全球最大的受监管电力公用事业企业，拥有约110吉瓦发电能力，业务超80%受监管，服务佛罗里达、弗吉尼亚、北卡罗来纳和南卡罗来纳四州约1000万客户账户。 AI数据中心成需求核心驱动力 此次收购正值公用事业行业数十年来首次面临客户需求强劲回升，其中大部分需求由AI热潮及数据中心建设驱动。Dominion所在的弗吉尼亚州被誉为“数据中心走廊”，该州数据中心用电已占电力销售额的约28%。NextEra首席执行官John Ketchum在声明中表示：“电力需求的增长速度已达到数十年来最快水平。我们推动合并是因为如今企业规模的重要性前所未有——不是为了规模本身，而是因为规模能转化为资本和运营效率。” 客户优惠与市场反应 合并后公司将为Dominion在弗吉尼亚、北卡罗来纳和南卡罗来纳的客户提供22.5亿美元的电费抵扣。受消息提振，Dominion股价周一盘中涨超14%，而NextEra股价下跌约1.2%。该交易已获双方董事会一致批准，预计在未来12至18个月内完成，尚需获得股东及多级监管机构批准。 责任编辑：张俊 SF065

designer491/iStock via Getty Images James River Group Holdings ( JRVR ) rose 3% as a holder changed from a passive holder to a more activist stake with a 13D filing on Monday. Zimmer Partners, which has a 10% stake and is the 3rd largest holder, said it has begun to discuss or may in future talk with management about the elimination of the common dividend, and suspension of the preferred dividend, use of excess cash to pay down debt, a potential private placement of equity securities, other changes to the the company's operations and reduction of expenses, offerings of securities, and proposing or responding to a potential strategic transaction, according to a 13D filing. "The 13G-to-13D conversion is a clear escalation by Zimmer, whose explicit demand list (dividend elimination, preferred suspension, debt reduction, strategic alternatives) reads as a roadmap toward either a forced capital restructuring or a renewed sale process," Wedbush analyst Michael Piccolo wrote in a note on Monday. The call for a strategic review comes after James River ( JRVR ) started a review in 2023, though ended without any deal in 2024. "With JRVR trading at ~0.5x tangible book value and the prior strategic review having attracted interest from Everest Group, Ltd. ( EG ), Arch Capital Group, Ltd. ( ACGL ), and Global Indemnity Group, LLC ( GBLI ), a re-opened process is plausible," Piccolo added. More on James River James River Group Holdings, Inc. 2026 Q1 - Results - Earnings Call Presentation James River Group Holdings, Inc. (JRVR) Q1 2026 Earnings Call Transcript James River Group Holdings, Inc. (JRVR) Q4 2025 Earnings Call Transcript James River outlines AI underwriting rollout as $6.7M reinstatement charge drives Q1 loss James River downgraded at Citizens after Q1 earnings

US regulators are poised to unveil as soon as this week a plan that would overhaul how examiners secretly rate banks, according to people familiar with the matter, a move likely to be cheered by lenders. The plan would reshape the framework known as CAMELS that examiners use to grade banks on capital adequacy, asset quality, management, earnings, liquidity and sensitivity to market risk. Those grades create an overall rating that determines the degree of scrutiny a financial institution faces, the activities it can engage in and how much capital it has to hold. Under the proposal, examiners would focus on a lender’s financial condition and any material risks tied to it rather than what some argue are more subjective issues, according to people familiar with the matter who asked to speak anonymously to discuss private plans. Trump-era regulators are aiming to refine the “management” component of the framework, the people said. The Bank Policy Institute, an industry trade group, has said that category is “where immaterial and non-financial issues like ‘reputational’ risk can manifest themselves.” Read More: Secret Bank Ratings Show US Regulator’s Concern on Handling Risk The plan, which will be subject to public comment, would be the latest effort by an interagency panel known as the Federal Financial Institutions Examination Council. Fed Vice Chair for Supervision Michelle Bowman leads the body, which includes representatives from the Federal Deposit Insurance Corp. , the Office of the Comptroller of the Currency , the Consumer Financial Protection Bureau and the National Credit Union Administration . Spokespeople for the OCC, CFPB and NCUA didn’t immediately respond to requests for comment. The Fed and FDIC declined to comment. Bowman flagged potential changes to these ratings in January. Officials have already taken steps to reshape bank oversight over the past year, including making it easier for large lenders to get a “well managed” rating, relaxing some capital ...

Mexico signed an agreement to send a floating gas power plant to the Yucatan peninsula, the latest in a series of private partnerships aiming to boost electricity generation and shore up the nation’s grid against seasonal blackouts. Turkish energy fleet owner Karpowership and Mexico’s grid operator Centro Nacional de Control de Energía, or CENACE, signed a deal to deploy the floating power plant alongside a liquefied natural gas terminal ship, according to a document seen by Bloomberg. The project will add 250 megawatts of generation to Mexico’s 90-gigawatt-capacity grid that can be tapped during peak demand times over the next three years, the document showed. The floating power plant, a ship that will be fueled by another vessel outfitted as an LNG terminal, will arrive in Mexico in the coming weeks and begin operation after coordination with Mexican authorities, according to the document, which didn’t disclose a dollar amount for the deal. Mexico’s energy ministry didn’t respond to a request for comment. The Yucatan peninsula, one of Mexico’s largest tourist hubs, is among the country’s fastest growing markets for electricity, with demand expected to grow by 3.8% annually, according to Mexico’s National Electric System Development Program, or PRODESEN. The region including vacation spots such as Cancun has historically suffered from seasonal blackouts during peak demand times, as the government seeks to build new infrastructure to boost gas-fired electricity generation capacity there. The partnership comes amid a slew of other joint ventures in power generation , pipelines and renewables as President Claudia Sheinbaum seeks to attract private capital back into Mexico’s energy sector. The government is planning to offer tender proposals for the majority of its new energy ventures this year and is seeking to increase public and private investment by 34% compared with 2025, Energy Minister Luz Elena Gonzalez said last week. Karpowership currently operates in Ecuador...

Musk's loss against OpenAI is the latest in a string of courtroom defeats.

$ALAB stock is down 9% today. Here's what we see in our data. Quiver Quantitative

Nvidia reports fiscal Q1 2027 earnings Wednesday after the close, with analysts expecting $79 billion in revenue. The result will ripple across QQQ , SMH , SOXX , and every other ETF with significant Nvidia exposure — and some have far more on the line than others.

项目选址与时间表 纽约市长马姆达尼周一宣布，全市五家政府运营超市中的首家将于2027年在布朗克斯区的Hunts Point社区开业。该超市位于前Spofford少年拘留所改造项目The Peninsula园区内，面积达2万平方英尺，将作为当地经济振兴的核心设施。 目前该地块正在建设一个大型混合用途社区，计划提供740套100%可负担住宅、超5万平方英尺公共开放空间及3万平方英尺轻工业空间。市长在新闻发布会上表示：“布朗克斯居民明年就能在这里购物，我们要把这片曾经的失败之地，转变为政府能为民众造福的实体证明。” 项目模式与预算 全市五家超市的总预算为7000万美元。布朗克斯店将于今年夏季通过招标选定私营运营商，由市政府拥有产权并承担基建成本，通过免除房租等隐性费用，强制运营商将节省的成本直接让利给消费者。 马姆达尼强调，这些超市将以“公共选项”模式经营，不销售彩票或烟草，专注于低价销售鸡蛋、牛奶等生活必需品，并承诺提供工会标准的就业岗位。 争议与布局 这一旨在缓解“食物荒漠”问题的计划也面临阻力。东哈莱姆区及布朗克斯的本地商家担忧政府补贴的低价将冲击他们的生意。曼哈顿店选址于历史地标La Marqueta，预计2029年开业。其余三区的选址工作也已启动，要求零售空间至少1万平方英尺。 责任编辑：张俊 SF065

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Adobe Inc (Symbol: ADBE), where a total of 37,698 contracts have traded so far, representing approximately 3.8 million underlying shares. That amounts to about 74.9% of

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Boot Barn Holdings Inc (Symbol: BOOT), where a total volume of 5,715 contracts has been traded thus far today, a contract volume which is representative of appro

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Zscaler Inc (Symbol: ZS), where a total of 24,984 contracts have traded so far, representing approximately 2.5 million underlying shares. That amounts to about 91.4% of

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Zeta Global Holdings Corp (Symbol: ZETA), where a total volume of 58,115 contracts has been traded thus far today, a contract volume which is representative of a

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in BlackLine Inc (Symbol: BL), where a total volume of 14,600 contracts has been traded thus far today, a contract volume which is representative of approximately 1

OpEx, VIXpiration, NVDA tastylive

现场尴尬一幕 上周六，在亚利桑那大学的毕业典礼上，前 谷歌 首席执行官埃里克·施密特遭遇了尴尬一幕。当他开始谈论人工智能话题时，台下多名身穿毕业袍的学生爆发出响亮的嘘声，一度盖过其演讲声。据现场视频显示，尽管其他演讲嘉宾收获掌声，但施密特在演讲中途多次被嘘声打断，甚至一度无奈请求学生“请至少让我把这个观点说完”。 AI焦虑成学生“痛点” 施密特在演讲中将AI比作当年的“计算机革命”，并回顾科技发展带来的双重影响。他坦言：“那些连接我们的工具，也让我们彼此孤立；那些赋予每个人发声机会的平台，也在侵蚀公共空间。”当他鼓励学生“当有人给你火箭飞船上的座位时，直接上去”时，嘘声进一步加剧。 施密特随后直面学生情绪：“我知道你们很多人对AI有感受，那是一种恐惧。你们这一代人害怕未来已经被写定，机器正在来临，工作正在消失，气候正在恶化，政治正在撕裂。”他承认这些恐惧“在情理之中”，但仍呼吁毕业生主动去“塑造AI”。 双重因素引爆抗议 据《商业内幕》报道，施密特被嘘的原因不止于AI。演讲前，有学生团体在校内散发传单，提及施密特此前遭遇的前女友性侵指控，呼吁同学在演讲时“转身抗议”。校方回应称，邀请施密特是因“他对技术和创新做出了卓越贡献”。 责任编辑：张俊 SF065

Exclusive: Meta lays out plans for May 20 layoffs, restructuring, internal document says Reuters

Investors may want to rethink how they are structuring their 60/40 portfolios. The role of a traditional allocation of 60% stocks and 40% bonds has been the subject of debate in recent years, particularly after its dismal performance in 2022 when stocks and bonds saw their prices decline in tandem. While some still call the 60/40 a good place to start, others advocate for adding in more portfolio diversifiers . The "total portfolio approach," or TPA, doesn't abandon the framework of the 60/40, but instead buckets the assets by risk, explained Jason Kephart, senior principal of multi-asset manager research for Morningstar. It's an approach that was adopted by the California Public Employees' Retirement System in November, when it became the first United States pension fund to do so. The idea is that investors know exactly what they expect from their assets, Kephart said. "Start thinking about really what the goal of using the exact asset classes in a portfolio is — is something there to help you grow your assets, something there to help you protect your assets, something there for inflation protection?" he said. "It's the same tools you'd use to build a portfolio, but just coming at it from a different lens." While "total portfolio approach" portfolios built by large institutional asset owners can be complex, investors can take a simplified approach by separating investments into two sleeves: growth and stability, Kephart said. How it works This approach isn't necessarily about boosting returns. Instead, it is for those who want to find a "Goldilocks" zone between returns and risk. The growth sleeve holds stocks, but it can also be a place for high-yield bonds and private credit — which would normally fall under the fixed-income bucket. That's because the growth sleeve holds assets that have risk and whose returns are closely linked to economic growth. "When you take on real credit risk, you're introducing more economic risk," Kephart said. The stocks are also affect...

战略合作详情 花旗集团与 贝莱德 旗下的HPS投资伙伴公司于周一共同宣布，双方已达成一项为期五年的战略合作协议，计划在欧洲、中东和非洲地区部署高达150亿欧元的私募信贷资金。根据协议，花旗将利用其广泛的投资银行和企业银行网络来发掘和发起交易机会，而HPS则负责提供资本并进行信贷决策。该计划将主要聚焦于为欧洲大陆和英国的企业及私募股权客户提供广泛的非投资级债务工具，并计划在未来将业务扩展至中东地区。 银行为应对监管和需求变化向轻资产模式转型 此次合作是传统银行与私募资本巨头从竞争对手转变为合作伙伴的标志性事件。在资本要求日益严格的环境下，银行正在寻求通过“发起-分销”的轻资产模式来保留费用收入，同时避免将大量债务留在资产负债表上。花旗债务资本市场联席主管John McAuley表示，该计划旨在结合花旗的客户关系和发起能力与HPS的资本和结构化专业知识，为EMEA地区的客户提供定制化的解决方案。 金融机构持续加码背后，行业正处动荡期 这笔交易恰逢私募信贷市场面临赎回压力和更严格监管审查之际。尽管由人工智能等技术变革引发的市场波动和流动性错配担忧动摇了部分投资者信心，但花旗和贝莱德等大型机构的此举表明，他们对这一高速增长资产类别的长期前景依然看好，并利用当前的市场动荡以更有利的条款进行投资。HPS是贝莱德在2025年中期以约120亿美元收购的私募信贷平台，截至2026年3月31日，其管理的资产规模已达3810亿美元。 责任编辑：张俊 SF065

Micron Technology, Inc. Stock 12‑Month Price Target Raised to $646.15, Implies 11% Downside TradingView

The Clarity Act could pass this year, potentially becoming a huge catalyst for the crypto markets.

Key PointsThe maximum Social Security benefit for 62-year-olds is $2,969 in 2026.

Key PointsThe Clarity Act recently cleared the Senate Banking Committee.

SweetBunFactory/iStock via Getty Images Introduction Tower Semiconductor Ltd. ( TSEM ) was one of my better-performing picks, as it is up almost 70% since my coverage. Yet the stock continues to climb upwards with little downside, which is slightly unusual compared to other photonics plays such as Applied Optoelectronics ( AAOI ) or Sivers Semiconductors ( SIVEF ). Data by YCharts This makes it harder to buy the stock during a meaningful pullback. Fortunately, I still believe TSEM is a Buy today, though more caution is warranted as the thesis continues to play out and some of the re-rating has already occurred. Earnings On May 13, TSEM released their Q1 2026 earnings . The quarter was strong across the board. Revenue came in at $414M, up 15% YoY from $358M, and slightly ahead of expectations. Net profit increased 62% YoY to $65M, while net margin expanded to 16% from 11% in Q1 2025. Diluted EPS was $0.57, up 63% YoY, and also came in ahead of expectations. The bigger point, however, was not just Q1. Management guided Q2 revenue to $455M at the midpoint, which would be the highest quarterly revenue in the company’s history, up 22% YoY and 10% QoQ. They also reiterated their expectation for QoQ revenue and margin growth throughout 2026. SA Management commentary was even more important than the headline numbers. Silicon Photonics revenue grew 3x YoY, and all major technology offerings grew YoY as well, with imagers up 9%, RFSOI up 12%, power management up 10%, and silicon germanium up 24%. This matters because the thesis is not only about one quarter of strong revenue growth but also about Tower moving into a much stronger product mix. The most important data point was the $1.3B of contractual 2027 SiPho revenue, backed by roughly $290M in customer prepayments. Management clarified that this $1.3B is for wafer shipments in 2027, not wafer starts, and that it does not represent the full demand from those customers. They also noted that larger contracts exist for 2028. T...