A sharp rally in semiconductor and artificial intelligence infrastructure stocks has pushed several names to historically stretched levels relative to their long-term trends. At the same time, many defensive and slower-growth areas of the market remain deeply out of favor. CNBC Pro screened the S & P 500 for stocks trading the furthest above or below their 200-day moving averages, relative to their own historical trading patterns. Our screen highlights those trading at statistically significant distances from their own averages. Semiconductor and hardware names dominate the list of S & P 500 stocks trading furthest above their 200-day moving averages. Intel , Micron , Seagate , Western Digital , On Semiconductor , Texas Instruments and AMD were all among the most-extended names, highlighting how the AI and data center trade has dominated the recent rally and broadened beyond the market's mega caps. Storage-related names like Seagate and Western Digital also stand out as investors continue to pile into companies tied to rising demand for memory and data infrastructure. Caterpillar , Centene and Cboe Global Markets are among the non-info tech names on the most-extended list. Each of those stocks is up more than 40% so far in 2026, and trading well above their respective moving averages. On the other side of the screen, defensive consumer and healthcare stocks made up many of the market's most-oversold names. Animal health firm Zoetis and Abbott Laboratories are among the stocks trading furthest below their longer-term trends as investors favor high-beta tech names in the recent rally. Consumer staples names like General Mills , McCormick and Campbell's are among the stocks under pressure as investors assess consumer preferences and evolving grocery spend. IT services and enterprise software names also appeared heavily on the oversold list, including Accenture, EPAM Systems , Workday and ServiceNow . The continued weakness suggests investors remain cautious of the soft...

用价格换空间，用智驾搏未来。电动化面前，奥迪不再矜持。继E7X之后，上汽奥迪AUDI品牌电动化落子仍在继续。从多方独立信源处获悉，明年，AUDI品牌将推出行政属性C级轿车，后年将推出二代平台首款产品，或为大六座SUV。“二代平台首款车型曾考虑过MPV形态，之后转向大六座SUV。”接近AUDI的知情人士透露，该车定位“旗舰SUV”，内饰设计融合“多功能起居室”理念，既满足私人使用需求，也兼顾商务用途。（21世纪经济报道）

The Conference Board Senior Economist Erin McLaughlin discusses the latest consumer spending trends amid the recent rise in inflation on "Bloomberg Surveillance." (Source: Bloomberg)

NBIS surged after Q1 revenue surged 684% and AI demand fueled massive infrastructure expansion and a new $27B Meta agreement.

财联社5月15日讯（编辑 夏军雄） 霍尔木兹海峡航运持续受阻之际，阿联酋计划在2027年前把绕过该海峡的原油出口能力提高一倍，以降低对这一关键航运通道的依赖。 据阿布扎比媒体办公室在社交媒体平台X上发布的声明称，阿布扎比国家石油公司（ADNOC）正加速建设一条通往阿曼湾富查伊拉港的输油管道。 该公司目前已运营一条日输送能力为150万桶的管道，从其油田连接至位于东海岸的富查伊拉港，这条线路在当前中东冲突期间成为关键“生命线”。 这条现有的管道帮助阿联酋维持了原油出口，部分抵消了石油收入损失。自2月底战争爆发后，霍尔木兹海峡便一直处于基本封闭状态。 霍尔木兹海峡通常承担全球约五分之一石油和液化天然气（LNG）供应的运输。 事实上，Adnoc早已计划扩建这条管道，因为现有线路的输送能力还不到其正常出口量的一半。 阿联酋决定加速建设新管道，也与其近期退出欧佩克（石油输出国组织）有关。 摆脱欧佩克的产量限制后，阿联酋表示，在战争造成市场混乱之际，将能够更灵活地响应市场需求。即便未来霍尔木兹海峡恢复通航，通过富查伊拉增加出口能力，也将为阿联酋提供更多选择。 能源咨询公司Crystol Energy首席执行官Carole Nakhle表示：“在霍尔木兹危机背景下，这个项目的重要性进一步上升，但其战略逻辑其实早在战争之前就已经存在。核心目标非常明确，降低对霍尔木兹海峡的依赖。” “扩建富查伊拉出口能力，与Adnoc扩大产能的计划高度契合。如果上游产量提高，却受制于出口基础设施瓶颈，那就毫无意义，”Nakhle补充道。 Adnoc计划在明年前将产能提升至500万桶/日，而在2018年首次提出这一目标时，其日产量约为300万桶。 Adnoc大部分主力原油品种穆尔班（Murban，产自其陆上油田）通过输油管道运往富查伊拉出口。两条管道扩容后，总输送能力可能超过穆尔班原油的产量。 这意味着，Adnoc未来还可以利用新线路，从富查伊拉出口海上油田生产的原油品种，例如“上扎库姆”（Upper Zakum）。这类原油因品质优良而受到炼油厂欢迎，并经常影响地区油价水平。 阿联酋并非唯一拥有“绕过霍尔木兹”方案的国家，该国和沙特是目前仅有的两个仍能向市场大量供应原油的海湾主要产油国。 沙特国有石油巨头阿美公司运营着一条横贯沙特、通往红海的输油管道，并正努力提升当地港口的出口能力。 不过，这些替代路线...

Earnings Call Insights: ImmuCell Corporation (ICCC) Q1 2026 Management View CEO P. F. Te Boekhorst said the company is “starting to see the results” of its late-2025 shift toward the calf scours market and manufacturing yield improvement, highlighting “our first ever $10 million revenue quarter,” “45% gross margins,” and “net income 34% compared to the first quarter of 2025.” CEO Te Boekhorst emphasized that demand has historically been less of an issue than supply, saying ImmuCell’s “challenges have centered less around market demand and more on manufacturing capacity and product availability,” and added, “Our results in the first quarter give us confidence in this decision.” CFO Timothy Fiori said, “Product sales for the first quarter of 2026 came in at $10.4 million,” including “domestic sales…$9.7 million” and “international sales…about $600,000,” while “Tri-Shield…grew 38.5%” year-over-year and gross margin rose to “45%.” CEO Te Boekhorst said ImmuCell believes it is taking share in U.S. calf scours prevention, stating, “our share of U.S. category spend expanded from 29.1% to 35.2%,” and adding that share of animals treated increased “from 15% to 18.1% between 2021 and the first quarter of 2026.” CEO Te Boekhorst announced a legal/cash catalyst tied to manufacturing expansion: “We are pleased to announce that we reached a $2 million settlement with a former contract manufacturer, and we plan to deploy this cash to expand capacity to meet long-term demand.” Outlook Management did not provide formal revenue or EPS guidance in the transcript; CEO Te Boekhorst framed the near-term priorities as ensuring product availability and expanding capacity, saying, “There’s still a lot of work to do to stay ahead of demand for the remainder of 2026.” CEO Te Boekhorst described the planned capacity expansion approach, including “more advanced process flows,” “state-of-the-art drying equipment,” and “assets previously purchased to manufacture Re-Tain,” and said, “We are finali...

Micron (NASDAQ:MU) is the memory stock dominating every AI headline this quarter, with traders glued to high-bandwidth memory pricing and the next supply-cycle data point. But here is what you should actually be watching. Memory has always been a commodity-cyclical business. The pricing leverage powering Micron’s current run can reverse on a single Samsung or ... Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First

Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First 24/7 Wall St.

紐約企業活動增速為逾四年來最快。 受惠新訂單和出貨量強勁上升，5月份紐約聯儲製造業指數上升至19.6，為2022年以來最大增速。當中貨運量升至2021年以來最高。 紐約聯儲經濟研究顧問指出，雖然新訂單和出貨量強勁上升，就業也繼續增長。但價格上漲速度顯著加快，同時交付周期延長，影響供應。

Microsoft has invested $12 billion in OpenAI over the past seven years, and now has a 27% stake in that company worth a staggering $230 billion.

Microsoft has invested $12 billion in OpenAI over the past seven years, and now has a 27% stake in that company worth a staggering $230 billion.

leolintang/iStock via Getty Images Payward, the parent company of the cryptocurrency exchange Kraken, is cutting 150 jobs, two people with knowledge of the matter told CoinDesk. Kraken was said to have paused IPO plans on the back of market conditions in March after Payward confidentially filed a draft registration statement with the U.S. Securities and Exchange Commission in November last year. The layoffs are part of an optimization process ahead of the planned IPO, one of the people who spoke on condition of anonymity because the matter is private reportedly said. Additionally, Payward is raising capital in a $20B valuation ahead of the planned IPO, according to the people. The news comes as the company looks for acquisition targets. Earlier this month, Payward said it has agreed to acquire Reap Technologies Holdings, a stablecoin-native, card-issuing, and payments infrastructure company, for $600M. More on Kraken Co Ltd Kraken parent to acquire Reap for $600M to expand B2B payments structure Kraken parent to acquire U.S. derivatives exchange for $550M - report Financial information for Kraken Co Ltd

格隆汇5月15日｜微软股价拉升涨超3%，因阿克曼(Ackman)正在建立新的持股仓位。

According to a recent SEC filing dated May 14, 2026, Lane Generational LLC reported a new position in Evolv Technologies Holdings (NASDAQ:EVLV) , acquiring 790,846 shares in the first quarter of 2026. The estimated transaction value is $4.63 million, based on the average close price from January through March 2026. The quarter-end position value was $4.78 million, reflecting the new holdings. Evolv Technologies Holdings, Inc. develops scalable platforms designed to improve safety and operational efficiency for large venues and public facilities. The company aims to enhance security and streamline visitor throughput with its AI-powered solutions. Continue reading

星巴克 公司宣布，将再裁减300个美国企业岗位，这是其为实现成本削减目标和推动业务转型而采取的最新举措。此次裁员涉及全美各地，包括位于西雅图的总部及多个远程职位，涵盖技术、营销、财务和供应链管理等部门。公司明确表示，门店咖啡师等零售员工不受此次裁员影响。 关闭区域办公室 除了裁员外，星巴克还将关闭位于亚特兰大、芝加哥、达拉斯和加州伯班克的四座区域支持办公室。这些办公室原本是支持所在地区门店运营的枢纽，关闭后大部分员工将转为远程办公。同时，公司也在重新评估海外业务岗位，预计未来可能会有更多非美国本土的职位被裁减。 转型背景与成本 此次调整是首席执行官布莱恩·尼科尔主导的“回归星巴克”转型战略的一部分。公司正通过推出新产品、加大营销力度以及优化订单服务来摆脱长期的销售低迷。作为两年内削减20亿美元成本计划的一环，星巴克此前已裁减了2000多个企业职位。公司预计，本轮重组将产生约4亿美元的重组费用，其中包括1.2亿美元的员工遣散补偿金。 责任编辑：张俊 SF065

Bevan Goldswain/E+ via Getty Images Boston Scientific ( BSX ) has been getting crushed YTD, down over 43%, and the stock is in the process of wiping out years of steady gains for shareholders. After a weak 2026 outlook in February and now guidance after Q1 being cut, the investor focus is now shifting towards whether or not the company can draw a line in the sand and put a floor in estimates. I believe that after this guidance cut, the company has given themselves enough breathing room to warrant a reaffirmation of the full-year guide at Q2 earnings in a couple of months. This should bode well for the stock, and I begin coverage today with a Buy rating. Business Profile Boston Scientific is a medical device manufacturer primarily in the cardiovascular and medical surgery verticals. By geography , the company has 64.1% of its revenue in the United States, 17.2% in EMEA, 15.3% in APAC, and 3.4% in Latin America and Other. By end market, the company is 67% cardiovascular and 33% medical surgery. Within medical surgery, the company has Endoscopy at $736 million, Urology at $646 million and Neuromodulation at $318 million. It's important to understand these end markets in more detail. The endoscopy business develops minimally invasive tools doctors use inside the digestive tract (stomach, intestines, bile ducts) to diagnose problems, remove tissue, place stents, and perform GI surgeries. Urology focuses on making devices to treat urinary and reproductive system issues like kidney stones and prostate cancer. Neuromodulation focuses on making implantable or energy-based devices that alter nerve signals to treat chronic pain, movement disorders like Parkinson's or spine-related nerve pain. The largest segment cardiovascular focuses on devices to treat heart and blood vessel diseases, including irregular heart rhythms and blocked arteries, among several other use cases. Boston Scientific maintains a robust pipeline for new product launches, best displayed below. Investor Pre...

中央广播电视总台与国际足球联合会15日共同宣布，就国际足联世界杯新周期版权合作达成共识。合作赛事包括2026年美加墨世界杯以及2030年世界杯、2027年女足世界杯、2031年女足世界杯。 根据双方合作意向，中央广播电视总台获得本周期合作赛事中国大陆独家全媒体权利及媒体分授权利，包括开路电视、付费电视、互联网和移动设备等。 中央广播电视总台与国际足联的合作始于1978年。2026年世界杯将于北京时间6月12日至7月20日在美国、加拿大、墨西哥举行，这是世界杯历史上首次由三个国家共同承办。本届赛事参赛队伍由32支扩军至48支，共将进行104场比赛，规模创历史之最。 国际足联秘书长马蒂亚斯·格拉夫斯特伦说：“中国市场对全球足球界而言至关重要。我们深知中国球迷对足球的热情，对于通过与中央广播电视总台的合作将世界杯带给所有中国球迷，我们感到十分欣喜与自豪。”(新华社)

Corn price action is down 4 to 5 cents so far on Friday morning. Futures were down 9 to 15 cents in the front months on Thursday, falling with the rest of the grain complex as very few details were announced out of the Trump/Xi meeting. Preliminary open interest was...

Soybeans are showing 11 to 13 cents lower trade so far on Friday after collapsing on Thursday. Futures posted 20 to 40 ¾ cent losses across most contracts on Thursday. The cmdtyView national average Cash Bean price was down 36 cents at $11.28. Soymeal futures were back down $3.90 to...

Wheat is trading with losses across the three exchanges early on Friday. The wheat complex was under pressure with the rest of the grains on Thursday, as the Trump/Xi meeting yielded very few headlines for any potential ag purchases. Chicago SRW futures were down 11 3/4 to 18 cents in...

Cotton prices are down 205 to 275 points early on Friday. Futures saw weakness on Thursday with contracts down 175 to 287 points in the front months. The US dollar index was $0.352 higher at $98.775. Crude oil was up $1 at $102.02. Few details announced following the meeting with...

Shares of Qualcomm (QCOM) are pulling back this week after a massive post-earnings rally. The semiconductor rally slowed this week, with Qualcomm shares plunging more than 11% on May 12 and another 6% on May 14 amid broader risk-off sentiment sweeping through semiconductor stocks. This week’s ...

A selloff in risker assets like stocks swept up cryptocurrencies as concerns over inflation and high oil prices rattle jittery investors. Bitcoin , the largest digital token, fell as much as 3.4% on Friday to around $78,600, its lowest in two weeks. It’s on pace for its first down week since the end of March. Other coins were also hit, with Ether losing nearly 4% at one point to drop to $2,200. The crypto declines came in tandem with drops in stock and bond markets. Nervous traders are contending with the possibility that central banks will be forced to tighten policy to keep inflation in check as the US’s conflict with Iran continues to drag on. The effective closure of the Strait of Hormuz, through which about a fifth of the world’s oil used to travel through, has weighed on sentiment and sent oil prices higher. “Global bonds are selling off, pushing interest rates higher and fueling risk-off action in speculative instruments like cryptocurrencies,” said Michael O’Rourke , chief market strategist at Jonestrading. While crypto proponents have frequently argued that digital tokens could be useful as a safe haven during periods of turmoil, this year’s 11% drop in Bitcoin has undermined that thesis. The drawdown this week comes even as cryptoassets have been buoyed by a slew of positive news, including the advancement by the Senate Banking Committee of a landmark US digital-asset market-structure bill that could provide much-needed regulatory clarity. Read more: Bitcoin Tops $80,000 as Crypto Market Regulation Bill Advances Even before Friday’s selloff, Bitcoin had stalled around $80,000 in recent weeks as retail investors stayed on the sidelines, having seen the token fall from above $126,000 in early October. Some of the action has shifted to some prediction markets, where trading has boomed.

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jetcityimage/iStock Editorial via Getty Images Thesis I rated Dollar General ( DG ) as a buy back in late July 2025. The stock started to soar not too long after, rising from ~$107 to over $150. The rally proved sustained for a time, but starting in March, the stock began to slip and is now trading just about $100. $150 was DG is a big ask, but at $100, the stock is looking like a buy again. This is backed up by data and valuation metrics, as outlined below The Tricky Economic Environment Plays to DG’s Strengths Dollar General has traditionally catered to lower-income shoppers, who are struggling quite a bit right now. I doubt the pressures on low-income consumers will ease up any time soon. At the same time, however, since Dollar General is already focused on value, customers will struggle to trade down. Aldi’s, Walmart, and a few other companies can likewise compete in the value segment, but I doubt any will massively undercut DG. As such, I believe the concern over pressure on lower-income consumers is overdone. What’s more, I wouldn’t be surprised if we see wealthier customers trading down as they come under financial pressure. We may see some shoppers skipping a run to Publix in favor of DG, for example. Walmart ( WMT ) has actually secured most of its growth from wealthier customers. I don’t know if DG will have as strong of a pull with wealthier customers, but if they can convince even a small number of defectors, it could make a big difference. Despite the considerable headwinds, during the last earnings call back in March, same-store sales were up 4.3%. At time when consumers are under strain, this is pretty solid growth even if it failed to wow investors. The next earnings report will land on June 2, and while I wouldn’t be surprised if the report failed to wow investors again, I don’t think we’ll see heavy deterioration. I do think DG will perform in line with if not ahead of many peers in the retail sector. Could High Gas Prices Be A Tailwind For DG? I w...

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UBS Lifts Nvidia Stock Target: Check New Price Prediction (NVDA) Watcher Guru

Lance Roberts of RIA Advisors warned on the Thoughtful Money podcast that the S&P 500 has stretched so far above its key moving averages that a mean-reversion move could be a higher-probability scenario heading into the summer. “The big risk here is right now… we’ve got this massive deviation that’s going on kind of in ... Prediction. The S&P 500 Is So Far Above Its Moving Averages That a 10% Correction This Summer Is Not Out of the Question