On May 14, 2026, PSquared Asset Management AG disclosed a new position in Allied Gold (NYSE:AAUC) , acquiring 740,000 shares in an estimated $22.36 million trade based on quarterly average pricing. According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, PSquared Asset Management AG initiated a new position in Allied Gold by acquiring 740,000 shares. The estimated value of the purchase was $22.36 million, calculated using the average closing price for the first quarter of 2026. The quarter-end value of the position was $22.90 million, reflecting the new investment. Allied Gold is a Toronto-based gold producer with a diversified portfolio of mining assets across Africa. Its operations span multiple countries and focus on established gold districts. Continue reading

韩国财政部长具润哲周五表示，韩国政府将密切关注当前房地产市场形势，并调动“一切可能手段”防止市场不稳定蔓延。 他表示，政府也在与相关机构合作，监控并严厉打击扰乱房地产市场秩序的行为。 责任编辑：于健 SF069

古巴政府證實，美國中情局局長拉特克利夫，訪問首都哈瓦那，討論安全及經濟等議題。 古巴政府發聲明稱應美國政府要求，安排拉特克利夫在周四率領代表團，在哈瓦那會晤古巴內務部官員。 古巴當局批評美國在沒有正當理由下，將當地列入所謂「支持恐怖主義國家名單」。美聯社報道，拉特克利夫向古巴官員傳遞美國總統特朗普的訊息，就是美方準備認真看待古巴經濟及安全問題，前提是哈瓦那政府必須作出改變。 由於古巴持續受到美國制裁，當地引發能源危機，加上電力系統不斷老化，東部多個省份在周四大規模停電。

VANCOUVER, British Columbia, May 14, 2026 (GLOBE NEWSWIRE) -- Madison Pacific Properties Inc. (the Company) (TSX: MPC and MPC.C), a Vancouver-based real estate company announces the results of operations for the three months ended March 31, 2026.

AWS growth and $225 billion in AI chip commitments are strengthening investor confidence in Amazon's long-term AI strategy.

由特斯拉（TSLA.US）CEO马斯克创立的太空探索公司SpaceX正加速推进上市进程。据知情人士透露，公司最快将于下周公开披露招股说明书，为预计将创下历史纪录的首次公开募股（IPO）做准备。 知情人士表示，SpaceX计划于6月8日左右启动IPO路演，正式向投资者推荐此次发行。按照监管要求，招股书至少需要在路演开始前15个自然日披露，不过公司及承销团队希望更早公布相关文件，以便投资者有更多时间消化财务数据。不过，知情人士同时强调，目前相关时间安排仍存在调整可能。SpaceX暂未对此置评。 SpaceX于今年4月秘密提交IPO申请，而此次上市预计将成为全球资本市场史上最大规模IPO。今年2月，SpaceX与马斯克旗下人工智能公司xAI完成合并，交易对合并后实体估值达到约1.25万亿美元。 此前有媒体援引知情人士报道称，SpaceX计划融资约700亿至750亿美元，规模将超过2019年沙特阿美创下的全球最大IPO纪录两倍以上。 由于历史上从未出现如此庞大的IPO交易规模，SpaceX顾问团队正尝试探索更多创新发行渠道。 知情人士透露，公司尤其关注美国以外长期零售投资者需求，目前正与英国、日本及加拿大等地券商接洽，希望为当地客户争取配售额度。 与此同时，OpenAI及Anthropic等AI模型公司也据悉正在推进上市计划，最快可能于今年启动IPO，估值有望突破1万亿美元。 来源：智通财经网 责任编辑：张恒星

Anthropic PBC ’s legal dispute with the US government over whether the company’s artificial intelligence models will be banned from federal agencies has emerged as a financial threat to other businesses. Design software maker Figma Inc. said it may harm its ability to sell to the government if Anthropic continues to be declared a “supply chain risk.” Anthropic’s Claude is the large language model on which Figma built AI features for products sold to federal agencies, the company disclosed Thursday in a regulatory filing . If the US government bars Anthropic and Figma is unable to find a suitable replacement, “sales to governmental entities and highly regulated organizations could suffer,” according to the filing. President Donald Trump said in February that the US government would blacklist Anthropic as a “supply chain risk” following a dispute with the company over the military’s use of its models. Anthropic has since sued the Defense Department, claiming it’s being banned for the company’s opposition to how the technology may be deployed. Figma’s disclosure follows similar risk warnings by other companies. Tenable Holdings Inc. , a cybersecurity provider, also told investors earlier this month about the potential need to quickly replace Anthropic’s offerings, saying it could cause “significant engineering costs, service disruptions, and the loss of critical product functionality.” Freightos Ltd. , a global shipping platform, said last month that its use of Anthropic’s models subjects the company “to significant regulatory and political risk” because of the legal fight with the Defense Department. Companies typically list a range of potential risks to their businesses in financial filings. Figma, which makes software for website and application design, received authorization to sell to federal agencies in early 2025. It expects government sales to increase over time, but they currently don’t amount to a significant portion of its revenue, according to the filing.

格隆汇5月15日｜中泰证券研报称，2025年以来市场交投活跃度不断攀升，但券商板块明显跑输大势，当前PB仅为1.3倍，与向好的基本面预期形成鲜明反差。横向比较来看，2026年4月末券商板块指数相当于最近一次上证指数区间约为3400点附近，差距约20%左右。券商板块往往承担着“春江水暖鸭先知”的领涨角色，但如今市场已步入“仲夏”，券商的估值依旧处于"冰点"，我们认为该背离或将难以持续。一花独放不是春，百花齐放春满园。第一梯队（优先配置）：低估值头部综合券商（中信、中金、华泰），依托强综合实力，受益行业集中、并购重组及政策红利，估值修复空间充足。第二梯队（弹性配置）：高性价比、ROE 改善明确的特色券商（广发、兴业、东方），财富管理、资管、投行跟投等轻资产业务占比高，弹性显著。

格隆汇5月15日｜中国黄金国际5月15日在港交所公告，一季度销售收入由2025年同期的273.1百万美元，增加66%至453.2百万美元；净溢利为236.4百万美元，与2025年同期的86.0百万美元相比增加150.4百万美元，公司史上首次单季突破两亿美元；经营所得现金流由2025年同期的143.5百万美元，增加至268.7百万美元。

格隆汇5月15日｜据极目新闻，5月14日，随美国总统特朗普访华的特斯拉CEO马斯克，携幼子在北京公开现身，孩子身上的新中式服装及虎头包引发关注。极目新闻记者获悉，该款包的生产商是广西的桂林蔚然文化创意有限公司。 14日晚，记者联系到桂林蔚然文化创意有限公司的负责人何先生，其介绍，马斯克幼子的包为该公司原创设计的石连褐手机斜挎国潮虎头包。 何先生表示，该品牌在北京首都机场设有专卖店。“这款包的库存只有一百多个，已经有客户联系我进行采购，现在在安排返单生产。今天傍晚流量出来，我们直播等各个方面也在承接这些流量，毕竟机会太难得了。”何先生介绍。记者看到，该款虎头包在淘宝原创品牌“芽小七手创”有售，价格为398元。 当前天猫520大促平台官方立减15%后售价338元。当天整个店铺的销量翻了十几倍。

AUTL 8-K及美國證券交易委員會申報文件 Yahoo 財經

Elon Musk's China Push Puts Tesla Self-Driving Dreams Back in Focus

格隆汇5月15日｜云顶新耀在港交所公告，公司董事会获非执行董事、董事会荣誉主席兼公司主要股东傅唯告知，于2026年5月14日，傅唯通过其控制的公司于市场购入660,000股公司普通股，总代价约为2070万港元，平均价格约为每股股份31.25港元。傅唯表示，其通过场内收购方式购入股份，乃基于其对公司未来前景及长远发展的坚定信心。在遵守适用法律及法规的前提下，傅唯不排除在适当时候进一步增持其于公司股份的可能性。

澳大利亚资源和北部事务部长玛德琳·金表示，在行业和专家确认澳大利亚东海岸市场天然气供应充足后，澳大利亚政府将不会实施天然气市场出口管制。 “鉴于出口商已向政府保证，他们将在整个第三季度供应充足的天然气以满足需求，因此没有必要根据澳大利亚国内天然气安全机制对2026年第三季度采取进一步行动。”“如果澳大利亚的形势发生变化，政府将毫不犹豫地采取进一步行动。” 她说，东海岸所有仓储设施均已接近或达到100%满负荷运转。 责任编辑：于健 SF069

格隆汇5月15日｜据证券日报，今年以来，红利主题基金整体分红节奏明显提速。Wind数据显示，截至5月14日，年内已有89只红利类基金实施多次分红，其中58只分红次数不低于4次；年内红利主题基金分红总额达37.29亿元，较2024年同期的12.40亿元、2025年同期的22.58亿元有较快增长。部分产品在合同中进一步明确了更高频率的收益分配上限，例如华泰柏瑞中证中央企业红利ETF、银河上证国有企业红利ETF等均约定基金收益每年最多分配12次。

PSquared Asset Management AG initiated a new position in IHS Holding Limited (NYSE:IHS) during the first quarter, acquiring 4,343,787 shares in a trade estimated at $34.80 million based on quarterly average pricing, according to a May 14, 2026, SEC filing. According to a SEC filing dated May 14, 2026, PSquared Asset Management AG established a new position in IHS Holding Limited (NYSE:IHS) by acquiring 4,343,787 shares. The estimated value of the purchase was $34.80 million, calculated using the average share price during the first quarter. The quarter-end value of the stake was $35.75 million, reflecting both the purchase and share price changes. IHS Holding Limited is a leading independent owner and operator of telecommunications infrastructure, with a significant presence in emerging markets. The company leverages its scale and expertise to provide reliable connectivity solutions and enable mobile network expansion for its clients. Its long-term business model is based on contracts with mobile network operators and service providers for infrastructure solutions. Continue reading

随着2025年A股上市公司年报披露结束，业绩预告与实际业绩偏离的问题集中暴露。近期，交易所密集下发监管函，对多家业绩预告“失准”的上市公司予以监管关注。据记者不完全统计，截至目前，已有至少8家公司因业绩预告与经审计年报数据存在重大差异收到监管函，涵盖业绩大幅下滑、由盈转亏、亏损显著扩大等情形。此外，有公司实际业绩与预告相差较大，并被“*ST”。业绩预告频频“失准”并非偶然，背后多与会计处理不规范相关，显示出部分上市公司内控与治理存在短板。（上海证券报）

A股市场在向新兴产业、未来产业公司抛出“橄榄枝”的同时，也让一批拟IPO公司知难而退。记者从沪深北三大交易所获悉，截至5月14日，年内已有20家公司IPO审核终止，全部为发行人或保荐机构主动“撤单”。梳理今年以来终止案例可见：有的公司申报周期长达数年，问询回复杳无音信；有的公司IPO过会却“止步”注册流程；还有的公司因创新成色不足、盈利可持续性不佳而提前“撤单”……这些公司中，有一半以上是在去年6月扎堆申报IPO的，很多公司未回复问询便宣布终止。有从事IPO业务的投行人士向记者表示，考虑财报更新等因素影响，6月通常是IPO申报小高峰，不排除有企业抱着闯关心理申报，进入审核问询阶段考验真实力时却犯了“拖延症”，知难而退。目前IPO审核逻辑从形式审核转向穿透式实质审核，唯有持续经营能力强、内控合规完善、核心技术自主可控的企业，才能契合资本市场高质量发展要求，顺利实现IPO。（人民财讯）

截至2026年05月14日，全球最大的白银ETF iShares Silver Trust持仓量为15222.81吨，较前一个交易日增加59.10吨。

騰訊控股(00700.HK)：廣告增長亮眼 AI全面提速 富途牛牛

Earnings Call Insights: Unusual Machines (UMAC) Q1 2026 Management View CEO & Chairman Allan Evans said Q1 operating revenue was approximately $8.1 million and emphasized profitability excluding mark-to-market items, adding: "What's really key here is even if you move -- remove from that $10.3 million in net profit, the unrealized gains, if we exclude them, we still ended up being profitable." Evans highlighted scaling investments and balance sheet positioning following the financing, saying: "We raised $150 million of $17 a share in a confidentially marketed public offering. And we now have about $320 million in total working capital." CFO Brian Hoff described a business mix shift and demand backdrop: "Our Q1 revenue mix was approximately 90% enterprise and 10% retail with a healthy mix of customers and product and little significant concentration." Evans framed the Upgrade Energy acquisition as both near-term product expansion and positioning for a regulatory-driven market, stating: "We recently announced the merger agreement with Upgrade Energy for the total purchase price of $52 million" and "we expect the FAA to enable the legislative framework that people are calling Part 108, it should really open up new activities like drone delivery in mid- to late 2027." Outlook Management did not provide formal revenue or EPS guidance ranges in the prepared remarks; Evans instead described demand and capacity plans, saying: "The current marketplace remains severely supply constrained, and we still see demand outstripping supply this year and deep into 2027." Evans pointed to DoD-related demand visibility, stating the Drone Dominance Gauntlet program "reiterate[d] the commitment to buying 60,000 more drones in the second half of 2026" and connected this to continued internal scaling: "we don't anticipate slowing down anytime in 2026." Compared with Q4 2025, the demand narrative remained supply-constrained and defense-driven, but Q1 2026 added a closed financing, a signed a...

Why Taiwan Semiconductor Manufacturing (TSM) Is Back on Investor Radar Taiwan Semiconductor Manufacturing (TSM) has drawn fresh attention after a strong year to date, with the stock up 30.70% and a 117.15% total return over the past year. Those figures stand alongside reported annual revenue of US$4.10b and net income of US$1.91b. This context allows investors to assess how current pricing lines up with the company’s recent financial profile. See our latest analysis for Taiwan Semiconductor...

Assessing Taiwan Semiconductor Manufacturing (NYSE:TSM) Valuation After Strong Recent Share Price Momentum Yahoo Finance

标普500和纳指再创新高，思科飙涨13%创新高，Cerebras上市首日飙升68.2%，英伟达市值逼近6万亿美元；英国政局致英镑暴跌；期银一度跌超6%。 习近平同美国总统特朗普会谈；习近平会见随同美国总统特朗普访华的美国企业家。 中国4月新增社融6200亿元，人民币贷款减少100亿元，前4个月人民币存款增加14万亿元，M2-M1剪刀差3.6%，较前值扩大0.2个百分点。中国央行主管媒体：融资结构更加多元，贷款增速低于存款增速是必然的。 美国4月零售销售创8个月最强涨幅，消费者信心却跌至历史低谷。 对领导层失去信心：英国卫生大臣斯特里廷辞职，首相斯塔默下台概率急剧上升。 沙特被曝酝酿中东版“互不侵犯条约”，推动海湾国家与伊朗和解，“不带”以色列或成最大问题。 三个月交易超7亿美元？特朗普“炒股账本”曝光，硅谷和华尔街巨头一个不少。 白银高台跳水，期银一度跌超6%，获利了结、美元走强和印度关税冲击共振。 史上最大规模IPO冲刺！报道：SpaceX IPO招股书最早可能于下周落地。 中芯国际Q1营收25.05亿美元，环比增长0.7%，Q2收入预增14%-16%。 华虹半导体Q1营收6.6亿美元，归母净利暴增513%，Q2收入指引6.9亿-7亿美元。 AI服务器需求支撑持续增长，鸿海Q1净利润499.2亿元新台币超预期；法说会：计划2026年资本支出增加30%，CPO交换机全年出货预计10000台。 朱雀二号改进型遥五运载火箭发射成功，大重量载荷发射能力有提升。

Explore the exciting world of TopBuild (NYSE: BLD) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the prices of Mar

Getty Images A Fast-Food Chain Welcoming a New Interim CEO While I often follow up on companies whose stock rose considerably after my buy rating, this time I'm focusing on one whose share price plummeted after I called it a sell, confirming my thesis. Jack in the Box Inc. ( JACK ), the brand behind a chain of quick-serve restaurants, is down around -40% since my bearish article last September. However, some winds of change appear to be in the kitchen, as the company beat its last earnings estimates when it reported this week on May 13th. Also, in other news, JACK also just replaced CEO Lance Tucker with Mark King, who will be the interim CEO, which was reported in Restaurant Dive this week. Some factors driving my prior bearishness included sales declines and struggling margins, so this time around I'll take another look at this stock in the wake of its recent fiscal FY26 Q2 earnings results, and other data points since my last coverage. My Updated Thesis Bets on the Turnaround Strategy Long-Term For my updated thesis, I gave JACK a slight upgrade from a Sell this time, and my worksheet below gives an overview of what categories drove the rating, with the "hold" score dominating: JACK - rating worksheet (author) Today's article will show why, despite headwinds to earnings, performance vs peers, and technicals implying a bearish pattern, with a new interim CEO in place it could be time to engineer a turnaround story through portfolio optimization which is already underway, paying down debt, and executing on consensus expectations for EPS growth by fiscal 2027, which would justify my price upside forecast and that of Wall St. Not a Clear Top-Line Growth Picture Yet In this first section focusing on what could drive growth, I must say I'm neutral. While some forecasts point to fast food market growth, others speak of inflationary cost pressures on margins, and recent company results show YoY drop in same store sales, and lack of a steady revenue growth trend. When thi...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 受益于人工智能交易热潮、以及强劲的零售数据， 美股指又创新高 。标普500收涨0.77%，首次突破7500点关口，道指收盘重拾5万点。 在标普500的11个主要板块中， 科技股领涨，而原材料板块跌幅最大 。 英伟达涨4.4%，思科飙升13.4%，创历史新高。芯片制造商Cerebras上市首日股价飙升68.2%。 强劲的美国零售数据，打破短期降息的希望 。对利率敏感的2年期美债收益率走高4基点、升至4%上方。30年期收益率则走低1.2基点、一度跌破5%。 美元大涨近0.4%，重回两周高点。英国政局不明， 英镑兑美元暴跌0.9% ，逼近1.340关口。比特币随科技股同步走强2%，重返8.1万美元上方。 印度上调进口金银关税，黄金跌0.8% ，白银跌幅更甚， 一度重挫5% 、逼近83美元。WTI原油期货涨0.9%，在百元关口附近获得支撑。 亚洲时段，沪指失守4200点、工业气体、碳化硅逆势走强，小金属领跌，恒科指涨幅回落，阿里涨4%。 要闻 中国 习近平同美国总统特朗普会谈。习近平为美国总统举行欢迎宴会。习近平会见随同美国总统特朗普访华的美国企业家。 中国4月 新增社融 6200亿元， 人民币贷款 减少100亿元，前4个月 人民币存款 增加14万亿元， M2-M1剪刀差 3.6%， 较前值扩大0.2个百分点 。 中国央行主管媒体 ：融资结构更加多元， 贷款增速低于存款增速是必然的。 朱雀二号 改进型遥五运载火箭发射成功 ，大重量载荷发射能力有提升。 AI服务器需求支撑持续增长， 鸿海 Q1净利润499.2亿元新台币超预期 ；法说会： 计划2026年资本支出增加30% ，CPO交换机全年出货预计10000台。 中芯国际 Q1营收25.05亿美元， 环比增长0.7% ，Q2收入预增14%-16%。 华虹半导体 Q1营收6.6亿美元， 归母净利暴增513% ，Q2收入指引6.9亿-7亿美元。 海外 沙特被曝酝酿中东版“互不侵犯条约” ，推动海湾国家与伊朗和解，“不带”以色列或成最大问题。 三个月交易超7亿美元？ 特朗普“炒股账本” 曝光，硅谷和华尔街巨头一个不少。 美国4月零售销售 创8个月最强涨幅 ，消费者信心却跌至历史低谷。 对领导层失去信心： 英国 卫生大臣斯特里廷辞职，首相斯塔默下台概率急...

(RTTNews) - The Japanese stock market on Thursday ended the two-day winning streak in which it had jumped more than 850 points or 1.3 percent to a record closing high. The Nikkei sits just above the 62,550-point plateau although it may rebound again on Friday.

Elon Musk joined President Trump’s delegation to China for high level talks with Chinese officials. During the visit, President Xi Jinping told Musk and other US CEOs that China plans to open its door wider to American companies. The trip raised investor focus on potential implications for Tesla’s Full Self Driving software, supply chain, and China based operations. Tesla (NasdaqGS:TSLA) is a major electric vehicle and clean energy company with large scale manufacturing and sales exposure...