格隆汇5月9日｜据央视，针对美国总统特朗普希望延长俄乌5月9日至11日停火的想法，俄罗斯总统助理乌沙科夫5月9日回应称，这一希望缺乏现实基础，乌克兰方面无力遵守停火协议。乌沙科夫表示，停火不仅取决于美国总统，还取决于另外两方。

Palantir Technologies’ Record AI Boom Collides With Lofty Valuation TipRanks

Chelsea were facing the prospect of becoming the first team in English football history to lose seven consecutive league matches heading into an FA Cup final when they fell 1-0 behind at Anfield, but they found a way out.

narvo vexar/iStock via Getty Images Setting The Stage When I read most of the analyses on Fastly, Inc. ( FSLY ), something very common is the bears discussing a CDN company in a commoditizing market squeezed between AWS CloudFront and Cloudflare. Which leads to it losing large customers and struggling to grow revenue above 10% in 2024. I would agree with their narrative as of 2024 and not over the last four quarters. Seeing what Fastly reported in Q1 2026, I find it to be materially a different story from what the bears are telling. In Q1, revenue came in at about $173 million approximately a 20% YoY growth. This was not just a double digit growth rate, it was among the highest growth rates the company has registered in the last three years. Its Security revenue of about $38.8 million marked a YoY growth of about 47% being the 4 th consecutive quarter of accelerating growth. Elsewhere, net retention rate soared to 113% up from 100% a year ago with RPO revenue pipeline growing by 63% YoY to $369 million. Given these numbers, I don’t think this is a company drifting towards commoditization. It is a company that has found its next action. I mean, the edge as the delivery, security and inference layer for the AI internet. The company trades at about $20.50 following post earnings pullback which I view as a valuation recalibration rather than a thesis breaker. As such, I rate the stock a buy with an estimated fair value of $30. The Macro Len: Contextualizing The Market & Industry From where I sit, I see the internet being restructured . For close to three decades the dominant architecture was centralized. That is to say largely data was processed in large cloud data centers, delivered to users via CDN pipes. With the onset and ongoing evolution of AI, the rules are being redefined. Inference workloads are latency sensitive, bandwidth-intensive and increasingly happening at scale. Coresite On the other side of the world, processing a user’s AI query in a data center intro...

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英國將向中東派遣軍艦參加霍爾木茲海峽護航行動。 英國天空新聞網周六引述英國國防部消息報道，「龍」號驅逐艦將被部署至中東，以備參加霍爾木茲海峽護航行動。報道指此舉意味著該艦可在必要時立即參與，防禦性質的維護霍爾木茲海峽航行自由的任務，以恢復商業航運信心。 今年3月，該艦曾被部署至地中海東部，以加強當地安全保障和防禦能力。 法國國防部本月6日發公告稱，法國海軍「戴高樂」號航母正穿越蘇伊士運河駛向紅海南部，為霍爾木茲海峽護航行動作準備。

财联社5月9日讯（记者 刘阳） 新能源汽车通过远程在线升级（OTA）“锁电”事件再次发酵。 5月9日晚间，针对网络上盛传的关于“八家新能源车企因锁电问题被约谈、三家车企被立案”的说法，中国汽车工业协会表示，网传“新能源车企因锁电问题被约谈、立案”为不实信息。 “我们关注到了网络上的消息，并专门向主管部门和相关企业做了核实。根据我们的了解，到目前为止，相关主管部门并未就网传事项开展任何约谈、立案等监管执法行动，网传内容无官方来源，与事实严重不符。中汽协副秘书长柳燕表示。 4月17日，有媒体微信公众号发布《1个月内投诉超1.2万件，同比上涨273%，新能源车这个顽疾究竟该咋治？》文章，其中提到，2026年3月，全国12315平台关于车企OTA锁电的相关投诉在1个月内超过1.2万件，同比上涨273%，最终官方监管介入，8家车企被约谈，3家因违规被立案调查，2家车企撤回争议升级包并承诺恢复性能。 半个多月后，该文在网络上发酵，引发行业关注。文章虽未公示约谈企业名单，但5月9日中午，有网友询问网络AI应用，在社交网络发布了被约谈8家车企的“名单”。 随后，涉及的8家车企——比亚迪、特斯拉、小鹏汽车、理想汽车、蔚来汽车、赛力斯问界、吉利极氪、广汽埃安均发布辟谣信息，称该信息系AI生成的恶意谣言，不存在被约谈的行为。其中，“比亚迪新闻打假办公室”官方微博发文表示，网络上出现“比亚迪被约谈、立案”相关不实传言，该内容纯属虚假谣言，请大家不信谣、不传谣。“部分网络账号恶意传播虚假信息，刻意误导公众认知、扰乱网络舆论环境。对此，我们已取证，将依法追究相关主体的法律责任；小鹏汽车法务部发布消息，辟谣因锁电事宜被监管约谈，并表示，“我司近期并未收到此类不实信息提到的所谓‘约谈’，也不存在被立案调查；特斯拉相关工作人员回复称，网传被约谈信息为不实内容，特斯拉所有的软件更新都经过严格测试并备案；极氪汽车表示，公司并未收到相关所谓的“约谈”，针对恶意攻击和抹黑造谣行为，已收集并固定证据，将依法维护自身权益，同时表示希望与行业伙伴和广大用户一起，共同维护中国新能源汽车产业良好发展氛围。 所谓“锁电”，是一些车企未经消费者同意，通过OTA远程升级或到店软件更新等方式，私自修改车辆电池管理系统的参数，限制动力电池充电的上限、放电深度、充放电功率等，从而导致续航缩水、充电变慢、性能下降等情况。 “在‘软...

Google is dominating in the AI race, and its financials are showing exactly that.

Applied Digital (NASDAQ: APLD) just added a massive AI infrastructure catalyst with its $7.5 billion hyperscaler deal, pushing contracted revenue above $23 billion. The upside story is getting stronger, but the stock's huge rally, rising debt load, and execution demands make this one of the most important AI infrastructure stories to watch. Stock prices used were the market prices of May 5, 2026. The video was published on May 8, 2026. Continue reading

Key PointsNvidia has soared more than 1,300% over five years as its AI business took off.

Sri Lankan authorities arrested a senior Buddhist monk on Saturday for the alleged sexual abuse of an underage girl, police said, marking the highest-profile case involving clergy in the country. Pallegama Hemarathana, 71, was arrested at a private hospital in the capital Colombo where he had sought treatment over the weekend amid an investigation into the alleged abuse of the 11-year-old girl in 2022. The crime is alleged to have taken place at a highly venerated temple in Anuradhapura, around...

格隆汇5月9日｜国际足联将世界杯决赛最高档次门票价格上调至原来的三倍，新泽西州东卢瑟福大都会人寿体育场7月19日的决赛赛事，现已开售单价32970美元的门票。

NVDA260508C00100000 互動股市圖表 | NVDA May 2026 100.000 call 股市 Yahoo 財經

從連虧到季賺2.3億美金，百濟神州只用了不到兩年，它做對了什麼？ Moomoo

I can tell you with 100% certainty that the U.S. economy will go through a recession. And that the stock market will fall into a bear market. The problem is that I can't tell you when either of those two things will happen, though it is likely they'll happen at the same time. As an investor, you have to be ready to suffer through completely normal pullbacks like these. Here's a way to prepare if you are worried about a recession and/or a bear market in 2026. Think about your life and the things you spend money on. If there is a recession, will you stop using electricity? Will you stop buying food? The answer is likely no to each of these, which is why utilities and consumer staples companies tend to hold up well even in the face of economic and market adversity. That said, are you likely to run out and buy a new car if you are worried about the economy? The answer is likely no, which is why automakers tend to perform weakly during recessions. Image source: Getty Images. Continue reading

Nvidia (NASDAQ: NVDA) has long been considered the ultimate artificial intelligence (AI) stock to buy. Why? Because the company is the maker of the key element needed for the most crucial AI tasks: the chip for the training and inference of large language models. Others also make AI chips, but Nvidia's graphics processing units (GPUs) offer the highest performance, making them the most sought-after on the market. All of this has translated into surging revenue growth quarter after quarter. In the latest full year, Nvidia's revenue jumped 65% to $215 billion, a record level. And stock performance has followed, with the shares climbing 1,300% over the past five years. In spite of this stellar performance, you may be wondering if Nvidia is still the best stock to buy. After all, other tech companies have been innovating in the field and growing their products and services. One in particular, a chip and networking innovator, stands out. So right now is a great time to ask the following question: Is Nvidia still the best AI stock to buy in 2026 -- or is this challenger? Continue reading

PLTR: Palantir Technologies Upgraded Following Stellar Q1 Perfor GuruFocus

Dutch Bros Q1 Earnings: The Newest Starbucks Rival Faces Its First Big Reality CheckDutch Bros (NYSE:BROS) reported stronger-than-expected first-quarter results and raised its full-year outlook, with management citing sustained transaction growth, food rollout momentum, beverage

Italy 33-61 England Packer scores four to set up possible France showdown Marlie Packer may have made her England debut 18 years ago but she is playing some of her best rugby with the openside flanker once again key as the Red Roses set up a potential grand slam showdown against France next Sunday. The former England captain has won back the starting shirt because of the unavailability of other players after falling down the pecking order in the international setup. At the World Cup last year Packer only played one match, which came against Samoa in the pool stage. She has said she will be there for the team that “means so much” to her in whatever capacity she is needed by the head coach, John Mitchell, but is proving she can still do more than a good job in a white shirt. The 36-year-old scored four tries in sunny Parma and also brought her leadership experience too. She played in her 116th game against Italy with the other two back-rowers both having less than 10 caps. Continue reading...

從連虧到季賺2.3億美金，百濟神州只用了不到兩年，它做對了什麼？ 富途牛牛

Heavy asset, low obsolescence stocks have generally done well in 2026.

Key PointsEnergy and construction equipment stocks are benefiting from the AI build-out.

England veteran flanker Marlie Packer scores four tries to help the Red Roses thrash Italy in Parma and remain on course for an eighth straight Women's Six Nations title.

Denver International Airport said the person had jumped a fence and dashed into the aircraft's path minutes before being struck. (Image credit: David Zalubowski)