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Ukraine doubles strikes on Russian oil refineries this year - Reuters

Reuters 📅 05/15 20:10
Ukraine doubles strikes on Russian oil refineries this year Reuters

TSMC (NYSE: TSM) trims Vanguard stake to about 19% after sale - Stock Titan

Google 📅 05/15 20:10 TSM.N
TSMC (NYSE: TSM) trims Vanguard stake to about 19% after sale Stock Titan

三星罢工风波拖累全球芯片股 半导体板块结束六周连涨

新浪 📅 05/15 20:10
板块涨势终结 半导体板块遭遇集体回调,iShares半导体ETF本周料将结束六周连涨势头。多只成分股显著走低,迈威尔科技与 英特尔 双双下跌约4%,阿斯麦和Arm跌幅均超过3.5%, AMD 股价也跌去近3%。 罢工引发连锁反应 市场分析指出,本轮芯片股抛售与韩国三星电子的罢工风波密切相关。三星工会已确认将于5月21日开始为期18天的罢工行动,尽管公司提议无条件恢复薪资谈判,工会仍按计划推进。受此...

30-year Treasury yield tops 5.1%, highest in nearly a year

CNBC 📅 05/15 20:10 GOOG.O
In this article US2Y US30Y US10Y Follow your favorite stocks CREATE FREE ACCOUNT U.S. Treasurys spiked on Friday morning following a week of messy inflation data and as traders looked to price interest rate policy under the new Federal Reserve Chair Kevin Warsh. The yield on the 30-year bond jumped 8.6 basis points to yield just under 5.1%, around the highest since October 2023. The yield on the 1...

RBC Bearings Incorporated Bottom Line Advances In Q4

Nasdaq 📅 05/15 20:10
(RTTNews) - RBC Bearings Incorporated (RBC) revealed a profit for its fourth quarter that Increases, from last year

On the brink: CIA delivers high-stakes ultimatum to Cuba

Seeking Alpha 📅 05/15 20:10
cbies/iStock via Getty Images The situation in Cuba is rapidly deteriorating, with the country completely running out of fuel reserves as the U.S. continues to impose a blockade on the island. Extensive blackouts have plunged the nation into darkness, while water shortages are impacting many areas due to the lack of power for pumping equipment. Demonstrations also continue to spread, as well as th...

CAR260529C00530000 互動股市圖表 | CAR May 2026 530.000 call 股市 - Yahoo 財經

Yahoo 📅 05/15 20:10
CAR260529C00530000 互動股市圖表 | CAR May 2026 530.000 call 股市 Yahoo 財經

A Look At Advanced Micro Devices (AMD) Valuation After Powerful Recent Share Price Momentum

Yahoo 📅 05/15 20:10 AMD.O
Recent performance and business scale Without a single headline event driving attention, Advanced Micro Devices (AMD) is drawing interest as investors reassess the stock after strong recent share moves and the scale of its large, diversified chip business. The stock has gained 0.9% over the past day, 10.1% over the past week, and 76.3% over the past month, with a 1-year total return of 291.1%. Ove...

A Look At Advanced Micro Devices (AMD) Valuation After Powerful Recent Share Price Momentum - Yahoo Finance

Google 📅 05/15 20:10 AMD.O
A Look At Advanced Micro Devices (AMD) Valuation After Powerful Recent Share Price Momentum Yahoo Finance

郑栅洁主任会见波音公司总裁兼首席执行官奥特伯格

同花顺 📅 05/15 20:09
2026年5月15日上午,国家发展改革委主任郑栅洁在委内会见波音公司总裁兼首席执行官奥特伯格。双方就中国宏观经济形势、深化航空领域合作等议题进行了交流。郑栅洁表示,中国经济持续发展将为包括波音公司在内的各国企业带来长期机遇。中美航空领域合作基础好、潜力大,中方欢迎并支持波音公司与中国企业按照商业原则深化务实合作。希望波音公司继续发挥桥梁纽带作用,着眼中美互利共赢,为加强中美务实合作、促进中美关系健...

Here are Friday's biggest analyst calls: Nvidia, Alphabet, Dell, Cisco, Netflix, Texas Roadhouse, J.M. Smucker & more

CNBC 📅 05/15 20:09 NVDA.OGOOG.O
Here are Friday's biggest calls on Wall Street: Stifel upgrades RXO to buy from hold Stifel said its sees "idiosyncratic levers" for the asset-light transportation company. "We're upgrading RXO to Buy as we see a more favorable setup emerging into the balance of 2026, with the company positioned at the intersection of improving brokerage fundamentals and healthy idiosyncratic levers." HSBC upgrade...

应用材料业绩超预期却股价走低 市场陷入“卖事实”模式

新浪 📅 05/15 20:09 TSM.NMU.O
财报表现亮眼 半导体设备供应商 应用材料 公布了2026财年第二季度财报,各项核心指标均超出市场预期。数据显示,公司当季营收达到79.1亿美元,同比增长11%,高于分析师预期的76.5亿美元;调整后每股收益为2.86美元,同样超越市场预期的2.68美元。毛利率更是触及50.0%大关,创下逾25年新高。 AI需求驱动增长 公司首席执行官Gary Dickerson在财报中表示:“应用材料实现了创纪录...

SoftBank exits Circle Internet, Uber; cuts stake in T-Mobile among top Q1 moves

Seeking Alpha 📅 05/15 20:08
Carl Court/Getty Images News SoftBank Group ( SFTBF ) ( SFTBY ) exited Lemonade ( LMND ), Circle Internet Group ( CRCL ), and Uber Technologies ( UBER ) ( UBER:CA ) during the quarter ended March 31, according to its latest 13F filing. During the quarter, the Japanese investment holding company initiated a new position in the insurance broker Ethos Technologies ( LIFE ), acquiring 3.13M class A sh...

Crescent Capital BDC cut to Perform at Oppenheimer after fee reduction

Seeking Alpha 📅 05/15 20:08
Melpomenem/iStock via Getty Images Oppenheimer downgraded Crescent Capital BDC ( CCAP ) to Perform from Outperform after the business development company lowered its management and incentive fees to support its return on equity. CCAP's ROE since its IPO has averaged 7.8%. However, its quarterly average has been 7.6% in the past three years, 4.3% in the past two years, and 2.0% in the past year, an...

Stocks making the biggest moves premarket: Applied Materials, Intel, Magnum Ice Cream and more

CNBC 📅 05/15 20:07 GOOG.OAMD.OINTC.O
Check out the companies making the biggest moves premarket: Applied Materials — The semiconductor equipment supplier fell about 2% despite reporting fiscal second quarter results that beat expectations on the top and bottom lines. Applied Materials posted quarterly earnings of $2.86 per share, excluding items, on revenues of $7.91 billion. Analysts surveyed by LSEG had expected per-share earnings ...

加密货币交易所Gemini因温克尔沃斯基金注资1亿美元股价飙升

新浪 📅 05/15 20:07
由温克尔沃斯兄弟创立并领导的加密货币交易所Gemini Space Station周四晚间宣布,获得来自加密亿万富翁旗下风投基金——温克尔沃斯资本基金的1亿美元注资,随后在盘前交易中股价大涨22%。 Gemini首席执行官泰勒·温克尔沃斯在一份声明中表示:“我们认为市场严重低估了Gemini的价值,这笔投资将助力公司进入下一阶段的增长。Gemini已在产品和监管方面达成多项重要里程碑,使我们能够从...

Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here’s Why Nvidia, Amazon, and Google Are All in Play

Yahoo 📅 05/15 20:06 NVDA.O
Happy Friday, all. Here’s some only-in-2026 math for you. “If you buy too much compute, you go out of business. If you buy too little compute, you can’t serve your customers.” That’s Krishna Rao, Anthropic’s CFO, on the Invest Like the Best podcast laying out the existential math of running a frontier AI lab. Under-buy ... Anthropic’s CFO Reveals the Compute Gamble That Could Sink Any AI Company. ...

Goldman Sachs still has high conviction on Amazon (AMZN:NASDAQ) - Seeking Alpha

Google 📅 05/15 20:06 AMZN.O
tigerstrawberry Goldman Sachs circled back to Amazon ( AMZN ) after sizing up the e-commerce giant's Q1 earnings report and CEO Andy Jassy’s positive and constructive annual letter to shareholders in March, which was quickly followed by key affirmative data points across the company’s AWS, consumer, and advertising segments. "Looking beyond the earnings report, we expect investors will remain focu...

Goldman Sachs still has high conviction on Amazon

Seeking Alpha 📅 05/15 20:06 AMZN.O
tigerstrawberry Goldman Sachs circled back to Amazon ( AMZN ) after sizing up the e-commerce giant's Q1 earnings report and CEO Andy Jassy’s positive and constructive annual letter to shareholders in March, which was quickly followed by key affirmative data points across the company’s AWS, consumer, and advertising segments. "Looking beyond the earnings report, we expect investors will remain focu...

理想汽车首搭自研芯片,高管称“供应商半价、三倍性能才值得买”

第一财经 📅 05/15 20:06 2015.HK9868.HKAAPL.O
从短期自研价值来看,一是压缩成本,二是加快软硬件适配迭代速度。 5月15日,理想汽车全新一代理想L9上市,共推出Ultra和Livis两款车型,售价分别为45.98万元和50.98万元。新车首次搭载理想自研马赫100芯片、800V全主动悬架和全线控底盘,CLTC综合续航里程达到1650km。 值得注意的是,马赫 M100 是理想汽车首款量产上车的自研智驾芯片,采用 5nm车规级工艺,单芯算力达12...

Childminder numbers are falling in England – how have you been affected?

The Guardian 📅 05/15 20:06
As more childminders are quitting the profession amid concerns over costs, we’d like to hear why and from parents who’ve been affected The number of childminders in England has roughly halved over the past decade , with many citing rising costs, low pay and increasing paperwork as reasons for leaving the profession. Childcare organisations have also warned that upcoming tax changes could push more...

麦肯锡推行人工智能时代薪酬改革 削减合伙人现金分红比例

新浪 📅 05/15 20:05
为简化薪酬体系、扩充资本金规模,并抵御咨询行业市场波动风险,麦肯锡计划下调合伙人可直接现金支取的利润分成比例。 据知情人士透露,这家顶尖咨询机构已告知全体合伙人,未来薪酬中将有更大比例以股权形式发放,以此增厚公司资金储备,部分合伙人收入因此变动金额可达数万美元。 此次代号为橡果计划的薪酬改革,还将提前发放部分原本需数年才能兑现的薪资,利好新晋年轻合伙人。 当下客户愈发将咨询服务费与项目降本成效、业...

ContextLogic GAAP EPS of $0.33, revenue of $32.4M

Seeking Alpha 📅 05/15 20:05
ContextLogic press release ( LOGC ): Q1 GAAP EPS of $0.33. Revenue of $32.4M (+0.3% Y/Y). Shipped volumes of 102.4 thousand tons declined 7% from 110.2 thousand tons in the prior-year quarter. Adjusted EBITDA: Combined non-GAAP adjusted EBITDA for the first quarter of 2026 was $11.6 million, a decrease of $0.9 million compared to $12.5 million in the prior-year quarter. Free Cash Flow: Cash flow f...

阿克曼一季度趁市场抛售建仓微软,押注人工智能与云计算增长

新浪 📅 05/15 20:05 MSFT.OGOOG.OAMZN.O
核心要点 比尔・阿克曼表示, 微软 发布第二财季财报后股价下跌,潘兴广场于 2 月开始分批增持微软股票 。 这位对冲基金大佬认为,市场对微软在人工智能领域的竞争地位、以及 Azure 云业务增长的可持续性 担忧过度 。 2026 年 4 月 29 日,潘兴广场创始人兼首席执行官比尔・阿克曼现身纽约证券交易所,参与公司 IPO 敲钟仪式。 比尔・阿克曼旗下对冲基金潘兴广场已 建仓买入微软股票 。阿克...

长春高新:子公司GenSci161注射液在美国开展药品临床试验申请获得批准

同花顺 📅 05/15 20:04
长春高新公告,子公司金赛药业收到美国食品药品监督管理局(FDA)关于同意GenSci161注射液开展临床试验的批准文件。GenSci161注射液是金赛药业自主研发的一款全人源化双特异性抗体,拟用于治疗化脓性汗腺炎。

华菱钢铁:子公司华菱涟钢拟实施炼铁厂7#高炉及烧结等配套系统提质升级改造项目 投资额7.68亿元

同花顺 📅 05/15 20:04
华菱钢铁公告,公司子公司华菱涟钢拟实施炼铁厂7#高炉及烧结等配套系统提质升级改造项目,投资额7.68亿元,建设期10个月。项目已列入公司2026年度固定资产投资计划。

海南高速:完成交控石化51.0019%股权过户

同花顺 📅 05/15 20:04
海南高速公告,公司已成功完成对交控石化51.0019%股权的过户手续,交控石化成为公司的控股子公司。本次交易的交易价款分两期支付,第一期人民币3734.01万元已支付,第二期人民币933.5万元待支付。交控石化在过渡期间未出现亏损,相关损益处理已执行完毕。本次交易不涉及公司发行股份,不构成重组上市。

PureCycle Technologies: Scale-Up Risk Still Outweighs The Growth Case

Seeking Alpha 📅 05/15 20:04
Dharmapada Behera/iStock via Getty Images Introduction In brief, PureCycle Technologies ( PCT ) can be assessed as Sell/Avoid rather than Hold : the valuation already seems to discount a successful industrial scale-up, while the company has not yet practically demonstrated that production growth can be converted into sustainable cash flow. At the same time, this is not a Strong Sell , since the te...

*ST西发:债权转让人将其持有公司6000万元债权中的4500万元债权转让给林某、沈某芳

同花顺 📅 05/15 20:04
*ST西发公告,公司收到原债权人浙江阿拉丁信息科技股份有限公司送达的《债权转让通知书》,债权转让人将其持有公司6000万元债权中的4500万元债权转让给林某、沈某芳、饶富(上海)商务咨询事务所。债权转让人与林某签订了债权转让及相关补充协议,将对西藏发展享有的债权中的670万元债权转让给林某。债权转让人与沈某芳签订《债权转让协议》,将对西藏发展享有的债权中的600万元转让给沈某芳。债权转让人与饶富咨...

The Stock Market Rally Faces a Stark Reality. Things Could Get Tricky.

Yahoo 📅 05/15 20:04 GOOG.O
The roaring U.S. stock market, powered by bets on tech and artificial intelligence that has lifted indexes to a series of record highs over the past six weeks, may have finally found a challenge it can’t easily overcome. Benchmark 10-year Treasury note yields jumped more than five basis points in overnight trading, pegging the paper at 4.535%, the highest in nearly a year.
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