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Bill Ackman Explained Why He Just Bought Microsoft. But There Are Even More Reasons to Buy This "Magnificent Seven" Stalwart

Yahoo 📅 05/18 19:20 GOOG.O
Microsoft became very cheap in the first quarter. It still is.

Bill Ackman Explained Why He Just Bought Microsoft. But There Are Even More Reasons to Buy This "Magnificent Seven" Stalwart

Nasdaq 📅 05/18 19:20 MSFT.O
Key PointsHedge fund manager Bill Ackman scooped up shares of Microsoft in the first quarter.

世界觀|英國執政工黨下月或掀黨魁爭奪戰

无线新闻 📅 05/18 19:20
歡迎收看《世界觀》。 英國工黨在地方選舉慘敗,身兼黨魁的首相施紀賢陷入執政危機,事件持續發酵。首名辭職的內閣高層、前衞生大臣施卓添正式表態會參選黨魁,成為首位明確挑戰者。 英國民眾稱:「我不認為英國人想換首相,已經太多了,我認為(施紀賢)他應該留任。」 另一名英國民眾認為:「(施紀賢)他所屬工黨大部分成員要求他下台,他一是作出真正重大行動,維持工黨執政;一是他會在選舉中落敗,工黨將要舉行緊急(黨魁...

EPA Unwinds Massive Biden-Era Auto Emissions Regulations That Had 2027 Deadline

Zero Hedge 📅 05/18 19:20
EPA Unwinds Massive Biden-Era Auto Emissions Regulations That Had 2027 Deadline Authored by Naveen Athrappully via The Epoch Times (Emphasis ours), The Environmental Protection Agency (EPA) has proposed a deregulatory action to delay compliance deadlines for Biden-era emission standards, in a bid to make vehicles more affordable for Americans while ensuring greater consumer choice, the agency said...

Trump’s 'Too Late' jibe at Powell runs into inflation reality

Seeking Alpha 📅 05/18 19:19
Richard Drury President Donald Trump said rising inflation linked to the Iran conflict has complicated the outlook for U.S. interest rate cuts, despite his long-running push for lower borrowing costs and repeated criticism of Federal Reserve Chair Jerome Powell. In an interview with Fortune, Trump said inflation data could not be fully assessed until the conflict in the Middle East stabilizes. “Yo...

排名第一的餐桌噩梦,河南人终于送走了

36kr 📅 05/18 19:19
前段时间, 河南人最听不得的两个字莫过于“蒜薹”。 一切源于河南今年的蒜薹产量暴增。 直播间里,农户们纷纷开始卖起没人收的蒜薹,甚至请外地人来带走自己家的蒜薹,不要钱、免费送,只要能自己抽就行。 很快,事情就发展到有点抽象的程度。“直播间下单的河南蒜薹买五斤发八斤”“司机到河南送货被塞30斤蒜薹”“蒜薹编成花环送给游客”……与蒜薹有关的一切,天天挂在热搜上。 蒜薹元素更是被网友们做成各种品牌联名、...

Anthropic to share Mythos cyber flaw findings with global finance watchdog

The Guardian 📅 05/18 19:19 AMZN.O
Startup has declined to release Claude Mythos AI model publicly amid fears it could be used by hackers Business live – latest updates Anthropic is to brief the global finance watchdog on the implications of its Claude Mythos AI model, whose potential threat to cyber defences has alarmed experts. The US startup will discuss Mythos with the Financial Stability Board, which is chaired by the governor...

TOYO GAAP EPS of $0.75 beats by $0.03, revenue of $142.8M misses by $60.1M

Seeking Alpha 📅 05/18 19:19
TOYO press release ( TOYO ): Q1 GAAP EPS of $0.75 beats by $0.03 . Revenue of $142.8M (+177% Y/Y) misses by $60.1M . Net income of $28.4 million, compared to a net loss of $3.7 million in Q1 2025 EBITDA (Non-GAAP) of $48.1 million, compared to EBITDA of $2.4 million in Q1 2025 Adjusted EBITDA (Non-GAAP) of $48.3 million, compared to adjusted EBITDA $2.8 million in Q1 2025 Reaffirmed guidance. More...

This Gigabyte AMD RX 9070 XT is a very good limited time deal at just $630 - Neowin

Google 📅 05/18 19:18 AMD.O
This Gigabyte AMD RX 9070 XT is a very good limited time deal at just $630 Neowin

“长鑫概念股”火了,合肥又赢麻了

36kr 📅 05/18 19:17 MU.O
今年最猛IPO尚未登场,合肥的“长鑫效应”已提前引爆了。 近日,中国大陆规模最大、技术最先进的DRAM芯片研发设计制造一体化企业长鑫科技更新招股书,2026年第一季度的业绩全面“炸裂”:营收508.00亿元,净利润为330.12亿元。这相当于日赚近4亿元。按一季度归母净利润规模算,在所有科创板公司中排第一。 这组财务数据的公布瞬间点燃了资本市场的热情,也让“长鑫存储概念”爆火。 A股市场上,合肥城...

MSFT DCF Analysis: Intrinsic Value $506 vs Price $422 - GuruFocus

Google 📅 05/18 19:17 MSFT.O
MSFT DCF Analysis: Intrinsic Value $506 vs Price $422 GuruFocus

Is AVGO Overvalued? DCF Says Worth $221 - GuruFocus

Google 📅 05/18 19:17 AVGO.O
Is AVGO Overvalued? DCF Says Worth $221 GuruFocus

NVDA DCF Analysis: Intrinsic Value $148 vs Price $225 - GuruFocus

Google 📅 05/18 19:17 NVDA.O
NVDA DCF Analysis: Intrinsic Value $148 vs Price $225 GuruFocus

ORCL DCF Analysis: Intrinsic Value $112 vs Price $193 - GuruFocus

Google 📅 05/18 19:17 ORCL.O
ORCL DCF Analysis: Intrinsic Value $112 vs Price $193 GuruFocus

AAPL DCF Analysis: Intrinsic Value $187 vs Price $300 - GuruFocus

Google 📅 05/18 19:17 AAPL.O
AAPL DCF Analysis: Intrinsic Value $187 vs Price $300 GuruFocus

Anglo American to sell Australian steelmaking coal mines for up to $3.875B

Seeking Alpha 📅 05/18 19:17
Indigo Division Anglo American ( AAUKF ) ( NGLOY ) said Monday it agreed to sell its portfolio of steelmaking coal mines in Australia to U.K.-based miner Dhilmar Ltd. for as much as US$3.875B in cash, part of its plan to divest or spin ​off non-core assets and cut debt ahead of completing its planned merger with Teck Resources. The deal with Dhilmar comprises a US$2.3B upfront cash payment and up ...

Commodity Merchant BGN Adds More Senior Oil Traders to Its Ranks

Bloomberg 📅 05/18 19:17
BGN added two more senior oil traders to its roster, the latest in a series of industry veterans to join the commodity merchant. Harry Thwaites, whose previous employers include Hartree Partners, Trafigura Group and Litasco, joined earlier in May as head of fuel, feedstock and marine fuels, based in Singapore, a company spokesperson said via email. Meanwhile, Roberto Perez , who has held trading r...

Commerzbank formally rejects UniCredit takeover offer - Reuters

Reuters 📅 05/18 19:17
Commerzbank formally rejects UniCredit takeover offer Reuters

How India's cooking fuel shortage is driving up California's gas prices - Reuters

Reuters 📅 05/18 19:16
How India's cooking fuel shortage is driving up California's gas prices Reuters

Baidu's AI Revenue Push Offsets 1% Sales Slide

Yahoo 📅 05/18 19:16 9888.HK
AI cloud growth helped Baidu beat expectations, even as revenue declined for a fourth straight quarter.

'The Clock is Ticking' - Trump's Latest Iran Threat Pushes Oil Prices Higher

Bloomberg 📅 05/18 19:16
US President Donald Trump expressed frustration with Iran and told it the "clock is ticking," hours after drones targeted a nuclear power plant in the United Arab Emirates. The fresh threats helped push up oil prices further on Monday. Earlier on Sunday, a drone sparked a fire in a power station at the United Arab Emirates' Barakah nuclear plant, underscoring the fragility of the truce. Bloomberg'...

小米集團-W(01810)5月18日斥資9999.97萬港元回購326.52萬股 作者 智通財經 - Investing.com 香港 - 股市報價& 財經新聞

Google 📅 05/18 19:16 1810.HK
小米集團-W(01810)5月18日斥資9999.97萬港元回購326.52萬股 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

曝GPT-5.5用上“全球最快芯片”,Claude慌了

36kr 📅 05/18 19:16 MSFT.ONVDA.OMETA.O
120B模型飙到2000 token/秒,CFO更放话已在跑GPT-5.5!Cerebras 560亿美元IPO首日暴涨68%,但SemiAnalysis万字拆解直指死穴。 SemiAnalysis,硅谷最硬核的芯片分析机构,4月份光是AI工具的订阅费就烧到了年化1000万美元。 其中80%花在同一个地方,Anthropic的Opus 4.6 fast模式。 它比标准模式贵6倍,但token输出速...

Wesbanco Bank Inc. Has $55.86 Million Stake in Meta Platforms, Inc. $META - MarketBeat

Google 📅 05/18 19:15 META.O
Wesbanco Bank Inc. Has $55.86 Million Stake in Meta Platforms, Inc. $META MarketBeat

Yacktman Asset Management LP Reduces Stake in Alphabet Inc. $GOOG - MarketBeat

Google 📅 05/18 19:15 GOOG.O
Yacktman Asset Management LP Reduces Stake in Alphabet Inc. $GOOG MarketBeat

Wesbanco Bank Inc. Has $26.13 Million Holdings in Alphabet Inc. $GOOG - MarketBeat

Google 📅 05/18 19:15 GOOG.O
Wesbanco Bank Inc. Has $26.13 Million Holdings in Alphabet Inc. $GOOG MarketBeat

莫斯科遭一年來最大規模烏軍無人機攻擊 澤連斯基:報復行動「完全正當」

无线新闻 📅 05/18 19:15
俄羅斯首都莫斯科受到烏克蘭無人機攻擊,至少4死12傷,在過去一年來最大規模攻擊。烏克蘭總統澤連斯基認為烏軍長距離襲擊俄方的能力,明顯改變戰事形勢。 俄羅斯當局稱,烏克蘭從上周六晚開始,通宵以無人機襲擊俄羅斯莫斯科及其周邊地區,襲擊造成多人死傷。這次是俄、烏戰事2022年2月爆發以來,莫斯科受到的其中一次最大規模空襲。 俄羅斯國防部表示,於24小時內,全國合共有逾1,000架烏軍無人機被擊落或干擾失...

Russia’s Flagship Gas Pipeline to China Remains in Xi’s Hands

Bloomberg 📅 05/18 19:15
Welcome to our guide to the commodities driving the global economy. Today, reporter Dan Murtaugh looks at how the Iran war has shifted the balance in gas-pipeline talks between Russia and China. For the first time in years, Russian President Vladimir Putin will visit Beijing with the realistic prospect of making progress on his country’s flagship gas pipeline project. Unfortunately for the Kremlin...

Nvidia vs. AMD: Which Is the Better Buy Now? - The Motley Fool

Google 📅 05/18 19:15 AMD.O
Nvidia vs. AMD: Which Is the Better Buy Now? The Motley Fool

研究警報:Bidu:Q1表現略超預期;人工智能雲收入帶來上行驚喜 - 富途牛牛

Google 📅 05/18 19:15 9888.HK
研究警報:Bidu:Q1表現略超預期;人工智能雲收入帶來上行驚喜 富途牛牛
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