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The Stagflation Narrative: What Doomers Get Wrong (Part 2)

Seeking Alpha 📅 05/15 18:50
adventtr/iStock via Getty Images The stagflation narrative dominating financial social media isn’t completely wrong. That’s what makes it so dangerous. After more than 30 years of managing client portfolios through actual inflationary cycles, not watching them on YouTube, I’ve learned that the most damaging investment advice isn’t built on outright lies. It’s built on partial truths, stretched pas...

Earnings call transcript: Allied Blenders Q4 2026 shows strong growth

Investing 📅 05/15 18:49

America’s most powerful CEOs don’t have much to show from their China trip so far

Investing 📅 05/15 18:49

Dynatrace Q4: Got Caught Up In The Fears, Keep Holding

Seeking Alpha 📅 05/15 18:49
Suriphon Singha/iStock via Getty Images Dynatrace ( DT ) recently reported its Q4 numbers, which weren’t disastrous, yet the market is pricing it like it’s going out of fashion. I wanted to go over the numbers in more detail and why I think the reaction is too extreme. By the numbers Revenues for the quarter came in at around $531.7m, up 19.4% y/y, which beat estimates by around $10.5m. Most of th...

ShoreHaven Bets Big on Global Diversification With $10.3 Million CORO Buy

The Motley Fool 📅 05/15 18:49
According to a recent SEC filing , ShoreHaven Wealth Partners, LLC established a new position in the iShares International Country Rotation Active ETF (NASDAQ:CORO) , acquiring 313,988 shares during the first quarter of 2026. The estimated transaction value was $10.3 million, based on the quarter’s average closing share price. As of March 31, 2026, the position was valued at $10.1 million. The iSh...

Qorvo: The Recovery Is Proven, The Merger Is Pending- Here's What Investors Need To Weigh

Seeking Alpha 📅 05/15 18:48
Editor's note: Seeking Alpha is proud to welcome Wail Shudar as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Sundry Photography/iStock Editorial via Getty Images Investment Thesis Investors used to ignore Qorvo...

商业航天进入生死局,北理工博士争当中国马斯克

36kr 📅 05/15 18:48 TSLA.O
商业航天公司的战场,从太空转移到了资本市场——正在港股、A股抢夺“商业航天第一股”。 近日,北京微纳星空科技股份有限公司(下称“微纳星空”)A股科创板上市申请获得受理,融资金额50亿元。 今年4月,微纳星空完成IPO辅导验收,尽管其火速在科创板申请上市,包括蓝箭航天打响了民营商业航天上市第一枪,然而拓璞数控借道港交所,现已进入认购环节,提前锁定“商业航天第一股”。 2025年12月一纸新规“开闸放...

Artisan Focus Fund Q1 2026 Commentary

Seeking Alpha 📅 05/15 18:48
laddawan punna/iStock via Getty Images Portfolio Manager Christopher Smith “Speed is a competitive advantage. ...We don’t wait for perfect clarity. We prefer doing and iterating to debating endlessly. ... If you’re wrong, you’ll fix it faster than your competitors finish arguing about it.” —Patrick Collison, co-founder and CEO of Stripe Stripe has built one of the most effective operating cultures...

王传福:比亚迪电池产能紧张

格隆汇 📅 05/15 18:47 1211.HK
格隆汇5月15日|据一财,比亚迪集团董事长兼总裁、仰望商业研究院院长王传福在2026仰望商业研究院千人大会上表示,目前,比亚迪电池产能紧张,包括比亚迪王朝、海洋、腾势、仰望在内的多款车型正进入爬坡期。但他表示,随着电池产能的释放,比亚迪月销量将逐步上升。

Thrivent Financial for Lutherans Buys 149,802 Shares of Qualcomm Incorporated $QCOM - MarketBeat

Google 📅 05/15 18:47 QCOM.O
Thrivent Financial for Lutherans Buys 149,802 Shares of Qualcomm Incorporated $QCOM MarketBeat

小米集團-W(01810)5月15日斥資9999.47萬港元回購325.6萬股 作者 智通財經 - Investing.com 香港 - 股市報價& 財經新聞

Google 📅 05/15 18:47 1810.HK
小米集團-W(01810)5月15日斥資9999.47萬港元回購325.6萬股 作者 智通財經 Investing.com 香港 - 股市報價& 財經新聞

Why Zeta's Valuation No Longer Makes Sense

Seeking Alpha 📅 05/15 18:46
akinbostanci/E+ via Getty Images In my opinion, the market does not value Zeta Global Holdings Corp. ( ZETA ) properly anymore. The market still perceives ZETA within the framework of advertising technology instability, negative short-seller sentiments, and historical marketing solutions. Nevertheless, analyzing Q1 2026 data, I believe that ZETA is moving in a completely new direction, which will ...

格隆汇5月15日|美国总统特朗普:接受伊朗暂停核计划20年,但必须是一个“真实”的承诺。

格隆汇 📅 05/15 18:46
格隆汇5月15日|美国总统特朗普:接受伊朗暂停核计划20年,但必须是一个“真实”的承诺。

印度黄金进口趋紧 黄金需求明显降温

格隆汇 📅 05/15 18:46
格隆汇5月15日|由于中东战争冲击弱势卢比,印度通过新一轮限制措施来稳定本币,导致银行和贵金属交易商难以应对,印度黄金进口正在迅速降至“涓涓细流”。此前,印度上调进口关税并限制进口规模,使这个全球第二大黄金消费国的黄金流动受到明显挤压。印度国内金价目前尚未完全反映新增成本,因为部分投机者正在抛售库存,但分析师和交易员表示,短期需求仍可能保持低迷。FinMet Pte Ltd 董事总经理 Sunil...

三星電子資方籲重啟談判 工會堅持如期罷工料多達5萬人參與

无线新闻 📅 05/15 18:46
南韓三星電子資方呼籲重啟談判,工會堅持如期發動罷工,預計參與人數將多達5萬人。 韓聯社報道,南韓三星電子資方周五向勞方發公文,表示願意無條件就薪酬重啟對話,呼籲勞方參與談判。公司方面同時就績效獎金,提出兩個選項,可選擇將營利的一成,或者經濟附加值,作為獎金發放上限。 由於資方公文中的提議與此前無變化,三星電子工會重申,會如期由本月21日起罷工18天,但願意在罷工結束後重啟談判,工會曾預告參加人數可...

明阳电路:800G光模块目前具备样品和小批量能力 已交付客户研发和样品订单

格隆汇 📅 05/15 18:46
格隆汇5月15日|明阳电路举办业绩说明会上表示,公司在AI数据中心、高速互联PCB领域产品已实现批量交付;嵌入式SiC功率模块正处于研发开发阶段,现已完成样品交付并进入客户端验证环节。公司有针对800G高端光模块的技术研究及技术储备,800G光模块目前具备样品和小批量能力,已交付客户研发和样品订单。

特朗普:中国有宴会厅,美国也应该有

格隆汇 📅 05/15 18:46
格隆汇5月15日|特朗普在社交平台称:中国有宴会厅,美国也应该有!宴会厅正在建设中,进度超前,建成后将成为全美同类设施中最顶级的。感谢大家对这个项目的支持,预计将于2028年9月左右开放。

Capital Economics sees oil at $150 per barrel through 2027 in an extreme case - Reuters

Reuters 📅 05/15 18:45
Capital Economics sees oil at $150 per barrel through 2027 in an extreme case Reuters

伊朗外长:伊朗不寻求发展核武器

格隆汇 📅 05/15 18:45
格隆汇5月15日|据伊朗伊斯兰共和国通讯社15日消息,伊朗外交部长阿拉格齐表示,伊朗不寻求发展核武器,霍尔木兹海峡应由伊朗和阿曼两国共同管理。

阿克曼披露微软新头寸,布局AI长期增长空间

新浪 📅 05/15 18:45 MSFT.O
5月15日,潘兴广场资本管理公司(Pershing Square Capital Management)创始人比尔·阿克曼(Bill Ackman)表示,该公司将于当日晚些时候披露其持有的 微软 公司(Microsoft)新头寸。 阿克曼强调,这家科技巨头目前的估值“极具吸引力”。 阿克曼在社交媒体上指出,投资微软是其布局具备长期增长潜力且估值合理的科技企业战略的最新进展。 他认为,微软旗下的Az...

BE260529C00292500 互動股市圖表 | BE May 2026 292.500 call 股市 - Yahoo 財經

Yahoo 📅 05/15 18:45
BE260529C00292500 互動股市圖表 | BE May 2026 292.500 call 股市 Yahoo 財經

‘I am responsible’: Trump claims he made America $30B in 90 days from a single stock move — how to get in the game too

Yahoo 📅 05/15 18:45 INTC.O
He also congratulated the ‘People of the United States’ for such a ‘good investment.’

Datavalut Gains Traction: 5 Reasons to Sell Now

Marketbeat 📅 05/15 18:45
Datavault is gaining traction but has headwinds for its stock price that may result in fresh lows, NASDQ delisting, and a reverse stock split.

Brazil Reinstates Tax Break That Stands to Benefit Chinese Vendors

财新 📅 05/15 18:44
Containers at the Port of Rio de Janeiro, Brazil. Photo: VCG Brazil has reinstated a tax exemption for imported goods worth $50 or less, giving Chinese cross-border e-commerce sellers a lift as other markets such as the U.S. and Europe tighten restrictions on low-value parcels from China. President Luiz Inácio Lula da Silva signed an executive order Tuesday removing federal import taxes on low-val...

住房城乡建设部:地级及以上城市、县级市全面开展城市体检

格隆汇 📅 05/15 18:44
格隆汇5月15日|据央视,今天(15日)从住房城乡建设部获悉,地级及以上城市和县级市今年要全面开展城市体检工作,加快实现住房、小区、街区、城区四个维度体检全覆盖。住房城乡建设部表示,各地要一体化推进城市体检与城市更新,坚持先体检后更新、无体检不更新,加强城市体检结果应用与城市更新规划实施体系衔接,并结合城市更新重点任务因地制宜开展专项体检,健全发现问题、解决问题、评估效果、巩固提升的工作机制。

特稿|迷奸“失忆者”的罪恶产业链

财新 📅 05/15 18:44
中德警方合作破获的系列迷奸案显示,发生在德国,针对中国女性,通过社交群组引流、邀约、提供麻精药品,分享犯罪经验,配以境内外物流寄递、虚拟币支付,已经形成犯罪产业链 加害者在法庭上遮脸。 【财新网】 “直到警察打来电话,她才意识到自己被强奸了。”德国柏林律师玛格达莱娜·格布哈德(Magdalena Gebhard)回忆道,当一名女警把照片递给自己的委托人,这名委托人才明白Tong Z.(周同)对自己...

The stock market surge has delivered a rare signal. Here’s what history suggests happens next, says Goldman Sachs

MarketWatch 📅 05/15 18:44
Momentum and risk appetite are ascendant, but that may be a problem, say Goldman Sachs strategists.

India Braces for More Fuel Hikes As Iran War Forces Modi’s Hand

Bloomberg 📅 05/15 18:43
India’s consumers — hit with the first fuel price hike in four years — will likely face more such rises in the near term, as the government grapples with the economic impact of a months-long conflict in the Persian Gulf. After weeks of speculation, India’s state-owned refiners finally announced an increase in diesel and gasoline prices on Friday — though only by 3 rupees (a little over 3 US cents)...

AVAV280121P00250000 互動股市圖表 | AVAV Jan 2028 250.000 put 股市 - Yahoo 財經

Yahoo 📅 05/15 18:43
AVAV280121P00250000 互動股市圖表 | AVAV Jan 2028 250.000 put 股市 Yahoo 財經

Inflation Is Roiling Bond Markets as Yields Rise | The Opening Trade 5/15/2026

Bloomberg 📅 05/15 18:43
Investors shed government bonds around the world, propelling borrowing costs to multi-year highs from Japan to the US amid intensifying fears that war-driven inflation will force central banks to pursue higher interest rates. Inflation is the overwhelming risk facing the economy, Fed Governor Michael Barr said on Thursday. The comments followed data this week that showed producer costs acceleratin...
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