MPWR260515C01100000 互動股市圖表 | MPWR May 2026 1100.000 call 股市 Yahoo 財經

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Alphabet Inc. (NASDAQ:GOOGL) ranks #10 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $171,300,778 What was once seen as a stock that could be disrupted by AI (threats to search) is now soaring because Alphabet Inc. (NASDAQ:GOOGL) successfully […]

格隆汇5月11日｜纳斯达克中国金龙指数涨幅扩大，现涨1.0%，最新报7065.8点。

Source: Bloomberg, 4:31

Iryna Olkhova Rheinmetall ( RNMBF ) ( RNMBY ) said Monday it will work with Deutsche Telekom ( DTEGY ) ( DTEGF ) to develop a drone defense shield to protect critical infrastructure in Germany from potential acts of sabotage. The companies said they aim to develop capabilities and technologies to counter a wide range of potential attacks on critical infrastructure in Germany, pooling resources in cybersecurity, physical sensors, and the country’s telecommunications network to detect drones. Germany reported a series of drone incursions last year that forced the temporary closure of Munich's airport, and a series of drone sightings has been reported near military installations in Belgium and Denmark in recent months, raising fears among European officials of possible spying and acts of sabotage. Drone detection is not new for either company: Rheinmetall ( RNMBF ) ( RNMBY ) struck a partnership with the Hamburg police and the Hamburg Port Authority in December to develop technologies for the protection of maritime, civilian, and critical infrastructure, while Deutsche Telekom ( DTEGY ) ( DTEGF ) assisted police by detecting illegal drone flights during the 2024 European Football Championship. "The threat posed by drones is highly digital. This is why effective defense requires a combination of sensors, effectors, and secure communication networks," Rheinmetall ( RNMBF ) ( RNMBY ) CEO Armin Papperger said. More on Rheinmetall and Deutsche Telekom Rheinmetall Q1 2026 Earnings Call Presentation Rheinmetall: A Multi-Combat System Provider At The Start Of A NATO Spending Super Cycle Hold Fairly Valued Deutsche Telekom Shares As An Investment In U.S. Telecoms

格隆汇5月11日｜据北京商报，中天科技发布一份“投资者关系活动记录表”，不过不少投资者在股吧提到该“投资者关系活动记录表”已在5月8日进行过披露。记者查询第三方软件发现，截至目前，雪球仍有5月8日的这份“投资者关系活动记录表”。对比两份文件，中天科技将其中一则表述中的“华为”改为“国内通信设备商”。 5月11日，据中天科技发布的“投资者关系活动记录表”，对于“公司空芯光纤的技术水平如何，已经实现商用？ ”的问题，中天科技表示，公司顺利完成四川电信量子通信网络空芯光缆交付，联合中国电信、电子科技大学建成全球首例长距离低损耗空芯光纤量子通信网络；与华为合作实现国内首次O波段反谐振空芯光纤在数据中心内部连接的规模化应用，满足AI智算数据中心对高速、低时延、高稳定传输的需求。 而对比5月8日的“投资者关系活动记录表”，仅将“与华为合作实现国内首次O波段反谐振空芯光纤在数据中心内部连接的规模化应用”中的“华为”改为“国内通信设备商”。

Applied Materials Partners With Taiwan Semiconductor Manufacturing at Applied's Epic Center on AI Scaling marketscreener.com

The complaint concerned claims made on a Panorama episode on Kaba, who was killed in 2022.

After decades of controlling all aspects of spaceflight, the Indian government decided in 2020 to open things up to private industry. Essentially, the government said, companies could build their own rockets, obtain permission to launch them, and even use state-operated facilities. The government and the country's space agency, ISRO, instituted this change in response to the rise of commercial space industries in the United States, and later China, that were playing an increasingly important role in global spaceflight. Now, six years later, this structural shift is beginning to bear some fruit. The most promising Indian launch company, Skyroot Aerospace, is nearing the pad with its first orbital rocket. Read full article Comments

项目管理软件公司Monday.com周一盘前股价大涨逾10%，此前该公司公布的第一季度财报全面超越市场预期，并上调了全年营收指引，一扫此前因保守展望引发的市场阴霾。 财报显示，第一季度营收达3.513亿美元，同比增长24%，高于市场预期的3.39亿美元；Non-GAAP每股收益为1.15美元，较预期的0.945美元高出0.22美元。公司还宣布推出全新的AI工作平台，包括原生AI代理和基于消耗量的新定价模型。此外，总剩余履约义务达到8.8亿美元，同比增长33%，显示出强劲的未来收入储备。 值得注意的是，此次财报中，公司将2026年全年营收指引从此前的14.6亿美元上调至约14.9亿美元，一改2月财报后因下调指引导致股价暴跌21%的局面。彼时市场担忧软件行业增长放缓、AI投资挤压利润率，引发SaaS板块集体下挫。而今，Monday.com用超预期业绩和上调的指引回应了质疑，盘前股价应声大涨，带动部分软件股跟涨。该公司还在此前回购了5.53亿美元股票，显示管理层对价值的信心。 责任编辑：张俊 SF065

格隆汇5月11日｜上海市委副书记、市长龚正今天主持召开市政府常务会议，要求按照市委部署，全面推动物业服务提质增效，会议原则同意《上海市推进物业行业提质增效的实施意见》。会议原则同意《上海市工业用地使用权转让、出租、抵押二级市场管理办法（试行）》并指出，规范发展工业用地二级市场，构建规范有序、公开透明、高效便捷的工业用地二级市场体系，是上海推动产业转型升级和空间提质增效的战略举措。要完善交易规则，围绕转让、出租、抵押等核心交易行为建章立制，加快建设全市统一的交易服务平台，打通堵点卡点，实现信息实时共享、业务协同办理、风险联合研判。

blackred/E+ via Getty Images Fourteen industrials stocks have earned A+ momentum grades from Seeking Alpha's Quant system, the highest possible score for price performance, spanning a wide range of subsectors including electrical equipment, construction services, aerospace materials, energy infrastructure, and satellite imaging. The names on this list skew large and well-known: Caterpillar ( CAT ), GE Vernova ( GEV ), Quanta Services ( PWR ), and Vertiv ( VRT ) all make the cut alongside smaller, faster-moving names like Planet Labs ( PL ) and Powell Industries ( POWL ). ATI ( ATI ) leads the list, followed by Bloom Energy ( BE ), Caterpillar ( CAT ), Comfort Systems USA ( FIX ), GE Vernova ( GEV ), IES Holdings ( IESC ), MasTec ( MTZ ), Modine Manufacturing ( MOD ), Planet Labs ( PL ), Powell Industries ( POWL ), Quanta Services ( PWR ), Sterling Infrastructure ( STRL ), Vicor Corporation ( VICR ), and Vertiv ( VRT ). Every stock shares the same A+ momentum grade, but the valuation picture is where this list gets notable. Unlike the energy and materials momentum lists, the industrials group offers almost no valuation cushion. Eleven of the fourteen stocks carry an F valuation grade, meaning their rallies have pushed prices well beyond what the underlying fundamentals justify. The only exceptions are ATI ( D ), IES Holdings ( D ), and MasTec (D-), marginally less stretched, but still far from cheap. For momentum traders, the signal is clear. For value-conscious investors, this list reads more as a caution than an opportunity. Here is the list: ATI Inc. ( ATI ), Momentum: A+, Valuation: D Bloom Energy Corporation ( BE ), Momentum: A+, Valuation: F Caterpillar Inc. ( CAT ), Momentum: A+, Valuation: F Comfort Systems USA, Inc. ( FIX ), Momentum: A+, Valuation: F GE Vernova Inc. ( GEV ), Momentum: A+, Valuation: F IES Holdings, Inc. ( IESC ), Momentum: A+, Valuation: D Modine Manufacturing Company ( MOD ), Momentum: A+, Valuation: F MasTec, Inc. ( MTZ ), Momentum: A+, V...

Rackspace Technology (NASDAQ:RXT) shares climbed as much as 10% on Monday morning, continuing the strong momentum seen after last week’s explosive rally. The stock surged 56% on Friday and has now gained more than 200% since the company released earnings and announced a strategic partnership with AMD on May 7.

SNDK260508C00967500 互動股市圖表 | SNDK May 2026 967.500 call 股市 Yahoo 財經

We Are/DigitalVision via Getty Images The broad U.S. large cap market index declined during the quarter and dispersion was elevated across sectors. Investors grappled with the conflict in Iran and a related spike in energy prices, in addition to continued AI-related uncertainty. Meanwhile, mid cap and small cap equities rose slightly. Against this backdrop, value broadly outperformed growth across market caps. Our portfolio declined during the quarter and trailed the Russell 3000 Value Index. The health care, industrials, and technology sectors were the largest detractors from performance during the quarter. Medicare Advantage (MA) insurer Humana ( HUM ) was the largest individual detractor after CMS (Centers for Medicare and Medicaid Services) proposed a disappointing preliminary MA rate update for 2027. Additionally, management projected rapid growth in its MA membership in 2026, which investors fear may reflect overly rich plan benefit design relative to peers. We view these risks as more timing-related than thesis-changing and added to our position on weakness. Cabinetmaker American Woodmark ( AMWD ) also detracted, as tariff headwinds and softer end-market demand weighed on sentiment, although we believe the longer-term normalization opportunity remains intact and are optimistic that the merger with MasterBrand ( MBC ) will drive savings. Despite reporting results that reflected a stable credit environment, credit card issuer Capital One ( COF ) declined, driven by fear that macroeconomic risk from the Iran conflict, coupled with AI's potential to weigh on employment in the future, could pressure consumer credit quality. The consumer discretionary, consumer staples, and basic materials sectors contributed positively to performance in the quarter. Auto parts retailer Advance Auto Parts ( AAP ) was the top individual contributor, as the company's turnaround continued to gain traction with better inventory management and cost control supporting margins and improvi...

格隆汇5月11日｜软银公司表示，计划在2027财年（2028年3月前）开始制造电池单体和储能系统，并在2028财年达到吉瓦级别的年产能。作为新业务的一部分，公司将与韩国电池公司Cosmos Lab合作，开发采用水基电解质的“锌-卤素”电池，同时与另一家韩国公司DeltaX合作，设计大容量电池储能系统。

印度证券交易委员会（SEBI）11日通报称， 美国银行 证券印度公司（BofA Securities India）已同意交纳590万卢比（约合6.19万美元）和解金，就其涉嫌内幕交易及违反商业银行规范的指控与印监管部门达成和解。 针对相关违规指控，美国银行证券印度公司在和解程序中既未承认也未否认。美国银行官方拒绝就该和解令及相关指控置评。 根据印度证券交易委员会发布的和解令，监管机构此前已向该公司下发说明理由通知，指控其未能按照反内幕交易法规要求建立并维护必需的结构化数字数据库。 据悉，此案调查源于2024年的一起举报。印度监管机构随后针对美国银行证券印度公司在2024年3月参与管理阿迪蒂亚比拉太阳人寿资产管理公司（Aditya Birla Sun Life Asset Management）股票发售项目中的违规行为展开调查。 印度监管部门指出，在上述股票发售期间，美国银行的交易团队在掌握未公开的、且对价格具有敏感影响的内幕信息的情况下，涉嫌直接或间接与潜在投资者进行接触，违反了内幕交易规则及企业内部的“信息隔离墙”规范。此外，监管机构还指控该公司在接受调查期间存在隐瞒重大事实及提供虚假陈述的行为。 责任编辑：龙运翔

The war in Iran has sent fertilizer prices soaring, but that’s not creating a windfall for producer Mosaic Co. The US’s biggest phosphate fertilizer producer struggled to stay profitable amid the Strait of Hormuz’s disruption to global flows of the sulfur needed to produce phosphate fertilizers, even as prices for its products rose from the prior year. About a fifth of the global phosphate trade and nearly half of the world’s sulfur trade depends on the route. Mosaic reported a $373 million operating loss. Adjusted earnings per share of 5 cents missed analyst estimates of 23 cents. The company’s shares fell as much as 3.6% in trading Monday. The results are in contrasts to those from CF Industries Holdings Inc. and Nutrien Ltd. , which last week each reported nearly 20% jumps in sales for the latest quarter as they benefited from higher prices for nitrogen fertilizers. Read More: Fertilizer Firms See Profit Windfall as War Upends Supplies Tampa-based Mosaic also withdrew its phosphate production guidance for 2026, as it is “closely monitoring raw material markets, particularly sulfur, which recently hit record prices because of limited availability.” Mosaic last month said it would idle two Brazilian facilities, taking about a million tons of phosphate production offline amid higher input costs. Prices for diammonium phosphate , the most common form of the fertilizer, were at the highest price since last October, while spot sulfur prices in Tampa were at a record high, according to Bloomberg Green Markets. Prices for ammonia have also risen. Read More: Fertilizer Shock Escalates as New Supply Risks Emerge Mosaic said sulfur in its cost of goods sold averaged $379 per long ton, up more than 20% from last quarter . Rising costs for both ammonia and sulfur are expected to be reflected over the coming quarters, the company said in its earnings release. There is “little room for phosphate price appreciation to cover increased input costs,” given already-tight farmer pock...

Global oil markets are losing 100 million barrels every week the Strait of Hormuz is shut, compounding a supply shortage that has already made the Middle East war the most significant supply disruption ever, according to the head of Saudi Arabia’s state oil producer. That shortfall in supply is being met by companies and governments dipping into storage, with global stockpiles running dangerously low, Saudi Aramco Chief Executive Officer Amin Nasser said on a conference call with analysts. Most of the world’s spare oil production capacity is located in the Persian Gulf, meaning it’s not available to help address the shortfall, he said. The comments highlight the deepening risk that surging energy prices could drag down global growth, with the conflict in the Middle East now into its third month. The US and Iran rejected each other’s latest overtures at jump-starting negotiations aimed at opening flows through Hormuz. With no resolution of the Iranian or US blockades around the strait in sight, oil jumped and traded above $100 a barrel on Monday. That’s still off the highs seen earlier in the war. The ability to draw down inventories has masked how tight the global market actually is, Nasser said, adding that he sees a disconnect between prices at which oil is trading in futures markets compared with physical barrels. A lack of investment in production outside of the Middle East has left markets poorly prepared for such a supply shock, Nasser said. The supply shortfall will become even more apparent in May and June, and, if the crisis continues, rebalancing oil markets will take into next year, he cautioned. Read More: US, Iran Far Apart in Talks to End War and Reopen Hormuz

AI芯片新创公司Cerebras Systems在强劲的投资者需求推动下，上调了其首次公开募股的定价区间。 该公司将发行价区间从原先的每股115至125美元提高至150至160美元，发行股数也从2800万股增至3000万股。按新区间上限计算，Cerebras最高可募资约48亿美元，公司估值有望达到488亿美元。消息人士透露，本次IPO已获得超过20倍的超额认购，反映出市场对AI芯片赛道的强烈追捧。 此次上调背景是整个AI芯片板块的持续走强。截至上周五，费城半导体指数本季度涨幅已超过50%，美股存储芯片龙头 美光 科技、 闪迪 等股价纷纷创出历史新高。分析指出，四大云计算巨头持续上调AI数据中心资本支出，为芯片需求提供了强劲支撑。 Cerebras专注于AI推理芯片，被视为英伟达的潜在竞争对手。此次IPO由 摩根士丹利 、花旗等投行牵头，预计于5月13日定价，在 纳斯达克 上市交易。若顺利完成，将成为2026年迄今全球规模最大的IPO之一。 责任编辑：张俊 SF065

Cole Tomas Allen, 31, was charged with attempting to assassinate US President Donald Trump.

格隆汇5月11日｜格隆汇“海外存储六巨头”——美光科技盘初大涨约10%，继续刷新历史新高，总市值超9200亿美元，年内累涨超175%。除此之外，闪迪涨2.01%，西部数据涨4.56%，希捷科技涨3.47%。消息上，人工智能的高速发展导致对高带宽存储芯片(HBM)的需求呈爆发式增长，推动行业进入新一轮超级周期。

‘Brilliant, wise’ co-founder of English Shakespeare Company celebrated for his portrayal of roles including Macbeth and Mercutio The actor Michael Pennington, known for his Shakespearean work and his role in the original Star Wars trilogy, has died aged 82, his agent has said. Pennington, who is listed as an honorary associate artist with the Royal Shakespeare Company, also founded and ran the English Shakespeare Company alongside the theatre director Michael Bogdanov. Continue reading...

据知情人士透露，软银集团创始人孙正义已展开磋商，计划未来数周与法国总统埃马纽埃尔・马克龙共同官宣一项规模宏大的法国AI数据中心项目。 知情人士表示，这位日本企业家正考虑在法国投资数十亿美元，作为软银整体布局人工智能基础设施扩张计划的一部分。 其中两位知情人士称，孙正义已提出最高向法国投入1000亿美元的构想；不过若他优先推进其他项目，实际投资额或远达不到这一规模。 责任编辑：刘明亮

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INTEL CORPORATION - COMMON STOCK - Cliff Bentz Congressional Trade on Apr. 09, 2026 Quiver Quantitative

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sankai/iStock via Getty Images Micron ( MU ) is now one of the most important players in the AI infrastructure sector. The reason is that hyperscalers desperately need HBM capacity ahead of anyone else's ability to manufacture it in meaningful amounts. What is unique about this cycle is that the supply shortfall is now more structural and less temporary than ever before. In my opinion, this cycle has created the conditions for Micron to transition from a typical commodity cycle player into a more important AI infrastructure play with stronger earnings visibility and durability. AI Is Changing The Rules Of Memory Demand AI is shifting the memory infrastructure sector away from pure compute infrastructure into memory, storage and data movement infrastructure needs. After GPUs, network infrastructure and power systems have been leading the first two stages of this infrastructure buildup, HBM, high-performance DRAM and SSD capacity for AI purposes seem to be the most important bottleneck going forward according to Micron's management. Modern AI infrastructure requires huge bandwidth and more memory capacity due to simultaneous improvements in reasoning models, inference algorithms, robotics and longer context windows. During the latest earnings call, Micron's management kept emphasizing that demand continued being well above supply with new material capacity unlikely to appear before 2028. This sets up the conditions for higher-than-usual pricing and capacity utilization, which will likely last longer than in previous memory cycles. In my view, many investors are looking at the current Micron cycle using past cycles' lens. Traditionally, the DRAM/NAND sector has proven to be one of the worst semiconductor sectors to invest in. Each boom was inevitably followed by oversupply situations, crashing prices and margins. I believe this particular memory cycle is different. AI infrastructure-related demand is much less cyclical compared to traditional PCs or smartphone demand. ...

Micron Trades Cheap Despite AI-Driven Memory Shortage Let's Data Science

Nvidia stock was gaining early Monday. The chip maker was headed for a record close and its earnings could provide more momentum. While Nvidia is still the leading artificial-intelligence chip company, its 15% stock gain this year so far through Friday’s close has lagged far behind semiconductor peers Intel and Advanced Micro Devices which have gained on excitement about the uses of their central-processing units for AI inference.