We Are/DigitalVision via Getty Images Introduction Astera Labs ( ALAB ), with fewer than a thousand employees, plays an outsized role in the connective tissue of the world's AI data centers. My thesis is that Astera is moving up the AI interconnect stack, capturing a larger share of system value as they relieve bottlenecks in AI data centers. Their main product portfolio is composed of Aries retimers, Scorpio switches, Taurus Ethernet connectivity, Leo memory expansion, and COSMOS software. CEO Jitendra Mohan uses an analogy in the August 2024 Deutsche Bank ( DB ) conference to explain the Aries retimer chips: If somebody asks you to run a sprint over a marathon distance, that's not possible. So what you do [is] - one of the things that you can do is look at the analogy of a relay race. In other words, when a signal is sent at a high rate from one entity to another entity, it gets corrupted quickly, which we can think of as getting tired sooner than if it went out at a lower rate. A retimer is like a new relay runner taking the place of the tired relay runner. It recovers the signal and retransmits a fresh copy of the message. There can be multiple retimers in a link if the signal needs to go a long way, similar to how there can be multiple relay runners in a long race. Retimers can connect a CPU to an XPU/GPU, a CPU to a NIC, or an XPU/GPU to a NIC. Scale-up architecture is the process of making a single system more powerful, whereas scale-out architecture is the process of adding additional systems. Scale-out is often used when breaking up a big workload into smaller parts and then distributing them out. Astera Compute Connectivity Group SVP Thad Omura talks about this distinction during a May 2025 webinar : When we refer to scale-up, it means a bunch of accelerators that are interconnected in the effort so that they can all behave as one big supercomputer processing the same workload. And then when we talk about scale-out, we're talking about a bunch of accelerat...

Market Snapshot S&P 500 futures 7,396.25 +0.5% Nasdaq 100 futures 28,869.25 +0.7% US 10-year Treasury yield 4.37% -0.02 Bloomberg Dollar Spot Index 1,188.47 -0.2% WTI crude oil futures $94.64 -0.2% Market data as of 06:40 AM ET. Data is subject to provider delays. Five things you need to know The US and Iran clashed near the Strait of Hormuz, threatening efforts to secure an end to the war. A rally in technology stocks is lifting US index futures as investors wait for a key jobs report. Forecasters expect the April non-farm payrolls jobs report on Friday to show a solid 65,000 increase. TSMC posted its slowest pace of monthly revenue expansion since October, highlighting the potential challenges of sustaining a torrid AI-fueled pace of growth. Donald Trump’s 10% global tariffs were declared unlawful by a federal trade court in a fresh blow to the administration’s economic agenda, just months after the US Supreme Court vacated earlier levies he’d imposed. Toyota Motor shares dropped more than 2% after forecasting an abrupt drop in operating profit due to the conflict in Iran. Debt warning DoubleLine Capital’s Jeffrey Gundlach is repositioning some of his funds for an extreme scenario: He thinks the US government might restructure its debt . His worry is the government, in a bid to reduce its interest payments during a severe slowdown, might decide to lower the coupons on all outstanding debt. In an interview with Bloomberg, he gave the example of the US potentially reducing coupons to 1% from 4% without changing the maturity of the debt. To be clear, Gundlach views this as a remote possibility — not even 30%, in his words. But any restructuring of world’s largest government bond market would be a seismic financial event. Gundlach, whose DoubleLine manages almost $100 billion in fixed income and other assets, has been warning of a reckoning for US debt for some time . To get ahead of any restructuring, he has replaced higher-coupon Treasuries in some portfolios with t...

Dow Jones futures: President Donald Trump says a U.S.-Iran ceasefire is intact despite clashes. Rocket Lab, Cloudflare and IREN are big earnings movers.

大普微股票交易严重异常波动公告，受AI商业化节奏、云计算投入及下游应用景气度变化影响，AI带动的企业级SSD存储需求发展存在一定的波动和不确定性，公司敬请广大投资者理性投资，并注意投资风险。

Earnings and a supportive economic backdrop should help stocks, says RBC

Brookfield Asset Management Ltd. press release ( BAM ): Q1 DEPS of $0.43 beats by $0.01 . Revenue of $1.34B (+24.1% Y/Y) misses by $110M . Fee-bearing capital grew to $614 billion, up 12% year-over-year, driven by $108 billion of fundraising in the past twelve months. More on Brookfield Asset Management Ltd. Brookfield: Finding The Right Mix Of Capital Growth, Hard Assets, And High Margins Brookfield Asset Management: 15% Dividend Hike, Record AUM, Big Yield Brookfield Asset Management: Golden Buying Opportunity Brookfield Asset Management Ltd. Q1 2026 Earnings Preview Brookfield Asset Management prices $1B note offering

This Tech Stock Is the Quiet Monopoly Nobody on Wall Street Talks About AOL.com

Exclusive: Co-chair Vula Tsetsi says it is time to trigger debate, as statement is agreed at annual leadership meeting in Brussels The European Green party has urged the UK to consider rejoining the EU and draw a line under the “political and economic failure” of Brexit. A text declaring that “the United Kingdom’s future lies in the European Union” was adopted by a large majority of European green parties at the movement’s annual leadership meeting on Friday, the day before Europe Day. Continue reading...

Advanced Micro Devices, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions simplywall.st

中航光电公告，董事长兼总经理李森、总法律顾问梁国威等7名高管于2026年5月7日—5月8日通过深圳证券交易所集中竞价方式合计增持公司股份69000股，占公司总股本0.0033%（占剔除公司回购专用证券账户股份数量后总股本0.0033%），增持总金额252.21万元；各增持主体承诺自本次增持完成后6个月内不减持所持股份，本次增持未导致公司控制权变动且股权分布仍符合上市条件。

RICK260515C00022500 互動股市圖表 | RICK May 2026 22.500 call 股市 Yahoo 財經

(RTTNews) - Acer Inc. (2353.TW), a computer hardware company, Friday reported consolidated April revenues of NT$31.31 billion, up 68.4 percent from the same period last year and 4.7 percent month-over-month. Revenues for January through April reached NT$103.74 billion, marking a

继智谱和Minimax，阶跃星辰也向上市迈进 【财新网】 又一国产大模型公司推进上市。5月8日，财新从接近阶跃星辰人士处获悉，阶跃星辰将完成近25亿美元融资，投资者包括华勤、龙旗、豪威和中兴等产业投资者，以及香港投资管理有限公司（HKIC），同时阶跃星辰已拆除红筹架构，推进赴港上市进程。 4月3日，工商资料显示，“上海阶跃星辰智能科技有限公司"正式变更为"上海阶跃星辰智能科技股份有限公司"。这一股份制改造，被认为是阶跃星辰在拆除其离岸架构，为赴港IPO上市铺路。

《科创板日报》5月8日讯 今日，国家能源局等四部门印发了《关于促进人工智能与能源双向赋能的行动方案》（简称《方案》）。其中提到，力争到2030年，人工智能算力设施的清洁能源供给保障能力和能源领域人工智能应用水平大幅提升。 据悉，《方案》以能源支撑人工智能发展、人工智能赋能能源转型为主线，部署了29项重点任务，涵盖保障算力设施安全可靠的能源供给、推动算力设施绿色低碳转型、促进算力电力高效经济协同、开放能源领域人工智能高价值应用场景等方面。 例如，《方案》指出，推动人工智能自主可控软硬件在能源领域深度应用。加快自主智算芯片与国产深度学习框架的适配优化，推动多框架协同运行，推动能源领域大模型高效迁移技术在典型场景中的应用。 《方案》另强调，提高算力设施多元电力供给能力。根据算力设施接入系统规模、电网电压等级、电网新能源渗透率、电能质量要求、算力设施业务类型等实际情况，建立健全算力设施能源供给规划建设标准。 探索核电、氢能等能源以直连方式为算力设施供能 。鼓励算力设施配置构网型储能，增强供电稳定性和对电力系统的主动支撑能力。 下一步，国家能源局将推动建立部门、地方、企业协调推进机制，做好人工智能与能源双向赋能工作各项要素保障，切实发挥企业创新主体作用，统筹推进人工智能与能源融合发展。 在算电协同领域，我国已经取得切实成果。 5月2日，我国首个大规模“算电协同”绿电直供项目——中国大唐中卫云基地50万千瓦光伏电站在宁夏中卫正式投运。该项目采用“物理直供+双边交易”供电体系：光伏电站所发电量不接入公共电网，而是通过专用输电线路“点对点”直接输送至就近的算力园区；同时针对存量用电负荷，通过电力市场双边交易实现虚拟直供。 对于这种模式，光大证券表示，这种方式既能保证绿电溯源清晰，又能让算力园区用上低价、稳定的电力。双边交易的优势在于可充分利用现有电网设施，从而降低改造成本，同时也能锁定长期、稳定的绿电供应关系。 开源证券指出，随着算力规模持续扩大，全国数据中心用电将保持较快增长态势，算力需求和 新能源装机量也在快速增长。我国正加速构建“联网调度、普惠易用、绿色安全”的国家级算力基础设施体系， 未来算电协同将从“电支撑算”向“算优化电”跨越 ，让清洁绿电与算力网络深度融合。 从投资层面来看，华泰证券强调，算电协同是是AI时代绿电脱离传统意义上的“垃圾电”，获得价值重估的契机。虽然绿电...

(RTTNews) - Algonquin Power & Utilities Corp. (AQN.TO) announced a profit for first quarter that Drops, from last year

Alphabet Inc. Class C stock (US02079K1079): Mixed signals after latest earnings and AI push AD HOC NEWS

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F

Revenue Increase of 23% Driven by Ramp Up of Long-Term Contracts Won in 2025; Enters Second Quarter with a Record Backlog of $273.3 Million Revenue Increase of 23% Driven by Ramp Up of Long-Term Contracts Won in 2025; Enters Second Quarter with a Record Backlog of $273.3 Million

BROOKFIELD, NEWS, May 08, 2026 (GLOBE NEWSWIRE) -- Brookfield Business Corporation (NYSE, TSX: BBUC) announced today financial results for the quarter ended March 31, 2026.

Fundraised $21 Billion in the First Quarter; $67 Billion Year-to-Date

An entry‑level software engineer in San Francisco would need to be paid $162,000 a year to qualify for an H‑1B visa under a Trump administration proposal — almost 30% more than today. In Dallas, the minimum would jump by a similar rate to $113,000 and in New York to $132,000. Those are the types of pay increases potentially in store for immigrants using the most popular path for white-collar workers to enter or stay in the US. It’s part of changes to the H-1B program that the Trump administration says will help prevent foreigners from undercutting Americans’ wages. The plan to boost minimum salaries would cost the biggest employers of white-collar foreign talent at least $18 billion in the first 12 months, according to an analysis by immigration data companies Lawfully and Threshold. Within three years — when most existing H-1B visas will have to be renewed at the higher level — the annual cost could reach as high as $43 billion, the study found. The financial hit for employers is only half the story. The new thresholds are ultimately likely to shrink opportunities for young talent as employers balk at spending the extra money. President Donald Trump campaigned for his second term on a promise to crack down on all types of immigration, and his most high-profile efforts have focused on rounding up and deporting those who crossed the southern border illegally. But he’s also worked to clamp down on opportunities for professionals to come to the US, saying that the system was rife with abuse and exploitation. In its notice earlier this year proposing the salary requirements, which awaits final approval from the Labor Department, the administration said H-1B visa holders are generally offered about $10,000 less a year than their US counterparts. Backers see Trump’s proposal as a way to level the playing field for Americans and ensure the visas are being used for their stated purpose — to bring in exceptional talent in sectors where there’s a shortage of highly-skilled wo...

The market is buying AppLovin after earnings, with the firm posting solid beats and providing encouraging commentary on early-stage growth initiatives.

This Tech Stock Is the Quiet Monopoly Nobody on Wall Street Talks About The Globe and Mail

The Iran war's shaky ceasefire was further strained on Friday as the United Arab Emirates responded to a missile and drone strikes. (Image credit: Amirhosein Khorgooi)

The Iran war's shaky ceasefire was further strained on Friday as the United Arab Emirates responded to a missile and drone strikes. (Image credit: Amirhosein Khorgooi)

财联社5月8日讯（记者 王晨） 财联社记者注意到，用闲置资金进行证券投资在A股上市公司中已不在少数，在提升资金使用效率的同时，也让上市公司的投资能力成为市场关注焦点。 据不完全统计，2025年全年就有近80家上市公司公告使用闲置资金进行证券投资，覆盖机械、非银金融、纺织服装、医药生物等多个行业，参与主体广泛、投资风格各异。实际上，进行证券投资的上市公司还远不止这些。 记者以交易性金融资产公允价值变动损益与处置收益之和作为报告期投资收益口径，综合来看投资业绩，结果显示，这近80家上市公司多数实现浮盈，10 家公司年度投资浮盈突破 1 亿元，同时也有公司出现大额亏损，投资分化明显。 从股票投资风格来看，既有偏好产业链相关标的的，也有走分散化配置路线，如 欣旺达 集中布局产业链相关标的， 七匹狼 、 浙江永强 更多进行分散化投资。 投资对上市公司业绩的影响也呈现两极分化。对于 鲁信创投 、 方大炭素 等公司，投资收益直接使净利扭转亏损；ST 汇洲、七匹狼等公司投资收益贡献过半甚至成为业绩支柱。但欣旺达、 岩山科技 尽管投资收益丰厚，仍未能覆盖主业亏损；而 步长制药 等亏损公司，投资失利进一步侵蚀利润，加剧经营压力。 需要提醒的是，交易性金融资产不仅包括证券，还涵盖基金、信托、理财产品等各类投资性资产。上市公司具体股票投资规模和收益还需深挖年报中的股票投资情况。 欣旺达浮盈近8亿，七匹狼投资对利润贡献高达97% 从交易性金融资产投资总收益来看，2025年70多家上市公司中共有10家投资浮盈超过1亿元。欣旺达以7.755亿元的投资总收益高居榜首，在近80家公司中同样排名第一。欣旺达是全球锂电综合龙头，主营消费电池、动力电池、储能电池三大核心业务。 股票投资上，截至期末，欣旺达主要持有 华友钴业 8128万、 星源材质 4829万、博雷顿5109万、 宏工科技 7231万、 中伟新材 A股4552万、中伟新材港股436万。从持仓来看，欣旺达重点布局了新能源产业链上游的钴锂材料和电池材料公司，这与公司主业高度协同。 图为欣旺达2025证券投资情况 岩山科技以4.37亿元的报告期投资收益位列第二，公司核心业务以2345 网址导航、浏览器、好压等互联网工具为基础，同时布局智能驾驶、脑机接口、AIGC等 AI 方向。股票方面，岩山科技期末主要持有 西点药业 9705.68万元，本期公允...

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 *ST恒久：收到终止上市事先告知书 *ST恒久公告称，公司收到深圳证券交易所下发的《终止上市事先告知书》，因公司2025年度财务会计报告被出具无法表示意见的审计报告，且财务报告内部控制被出具无法表示意见的审计报告，触及股票终止上市情形，深交所拟决定终止公司股票上市交易。 招商证券：董事长霍达因工作变动辞任 推举朱江涛代行董事长职责 招商证券公告称，公司董事长霍达因工作变动申请辞去董事长、执行董事等全部职务，辞任自辞呈送达董事会之日生效。为保证公司运作，董事会推举朱江涛董事代行董事长、法定代表人职责，期限至新任董事长选举产生止。公司将尽快完成董事补选及董事长选举工作。 沧州明珠：拟34亿元投建华南基地项目 新建8条湿法锂电隔膜生产线和7条PE管道生产线 沧州明珠公告称，公司拟与广州增城开发区东部中心投资有限公司共同出资设立广州明珠新材料有限公司，建设“沧州明珠华南基地项目”。项目总投资约33.8亿元，项目公司注册资本12亿元，其中公司出资9亿元，持股75%。项目拟新建8条湿法锂电隔膜生产线和7条PE管道生产线，达产后公司湿法锂电隔膜年产能将达41.9亿平方米，PE管道年产能达22.95万吨。 佛塑科技：拟向全资子公司金力新能源增资3亿元 金力新能源是国内锂电池隔膜行业头部企业之一 佛塑科技公告称，公司拟以自有资金3亿元向全资子公司河北金力新能源科技有限公司增资，用于补充其流动资金。增资后金力新能源注册资本将增至5.82亿元，仍为公司全资子公司。金力新能源是国内锂电池隔膜行业头部企业之一，是公司布局锂电池隔膜业务的核心主体，产品技术优势明显，具有较强的市场竞争力。本次增资将补充金力新能源流动资金，优化资产结构，为其经营发展提供资金保障，进一步提升公司锂电池隔膜业务市场竞争力。 2连板南威软件：北京七星园数字经济产业智算中心主体结构仍在建设中 智算运营相关的AI工具仍处于测试阶段 南威软件公告称，公司股票于2026年5月6日至5月8日连续3个交易日收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动。公司关注到近期市场对算力租赁、人工智能相关概念的关注度较高。目前，公司北京七星园数字经济产业智算中心主体结构仍在建设中，智算运营相关的AI工具仍处于测试阶段，尚未正式发版。公司上述业务收入不足1%，对当期业绩不...

港交所上市的SK海力士（000660.KS）杠杆交易所交易基金（ETF），已跻身全球规模最大的单股杠杆及反向ETF行列。三星电子（005930.KS）相关杠杆ETF也进入全球前十，凸显国际资本正扎堆布局韩国半导体股票挂钩的杠杆产品。 香港资产管理公司南方东英（CSOP）周三公布，截至当地时间周二，南方东英SK海力士每日两倍杠杆产品管理资产规模（AUM）达53.7778亿美元（约合7.8995万亿韩元）。 该规模超越美国上市的Direxion 特斯拉 每日看涨两倍杠杆ETF，成为全球规模最大的单股杠杆及反向ETF。 这款产品于去年10月挂牌上市，也是目前全球唯一跟踪SK海力士的单股杠杆ETF。今年一季度，其资金净流入规模位居全球单股杠杆及反向ETF首位。 韩国本土投资者对该产品的投资热情也在持续升温。韩国证券托管院数据显示，截至周一，韩国国内投资者持有该ETF市值达1.7211亿美元（约合2528亿韩元）。 三星电子挂钩的杠杆ETF同样资金持续流入。南方东英三星电子每日两倍杠杆产品管理资产规模达16.4782亿美元（约合2.4205万亿韩元），近期也跻身全球单股杠杆及反向ETF前十。 市场分析人士表示，受人工智能芯片需求增长预期及外资持续流入推动，韩国两大半导体龙头挂钩的杠杆ETF投资需求正快速扩张。周三，SK海力士股价较前一交易日上涨1.93%，再度创下历史新高。 本月，韩国本土也将推出跟踪三星电子与SK海力士的单股两倍杠杆及反向ETF。 未来资产证券分析师尹宰弘表示：“参考美国单股杠杆交易产品（ETP）的资金规律测算，保守情景下，三星电子、SK海力士杠杆ETF合计净流入或达1.7万亿韩元；乐观情景下，规模有望达到5.3万亿韩元。” 责任编辑：刘明亮

TACO交易已成过去式。对于愈发怀疑霍尔木兹海峡危机短期内能否结束的市场，交易员们如今有了新的缩写词：NACHO。 “霍尔木兹海峡开放无望”（Not A Chance Hormuz Opens）这一简称已在交易大厅和市场评论员中流传，用以描述一种日益增长的质疑——美国总统唐纳德·特朗普多次表态要重新开放这条关键航运通道，却难以推动危机快速解决。 eToro市场分析师Zavier Wong表示：“这本质上是市场对快速解决危机失去了信心。” “此次危机的大部分时间里，每一条停火消息都会引发油价暴跌，交易员们一直押注危机会得到解决，却始终未能如愿。NACHO交易的出现，意味着市场已承认，高油价并非暂时的冲击，而是当前的市场常态。” 就在周四，美国与伊朗在霍尔木兹海峡交火，双方均指责对方挑起冲突。 新一轮敌对行动进一步危及两国停火协议——该协议此前已因双方不断指责对方违反协议而岌岌可危。 周四晚些时候，特朗普在与美国广播公司（ABC）记者通话时坚称，停火协议仍然有效，并称此次袭击“不过是轻微摩擦”。 周三，特朗普放话，若伊朗不同意达成和平协议，将对其实施“更高强度的轰炸”。尽管有报道称美伊即将达成结束冲突的协议，此番言论仍进一步加剧了紧张局势。 业内资深人士表示，NACHO交易反映出石油、航运、通胀对冲及利率市场的仓位配置已发生转变——投资者愈发将霍尔木兹海峡航运中断视为宏观背景下的长期常态，而非暂时性地缘政治冲击。 尽管布伦特原油价格已从4月底每桶126美元的冲突高点回落，但仍比中东冲突加剧前高出逾38%。周五，布伦特原油交易价格高于每桶100美元；尽管不时有停火消息传出，航运与保险市场仍持续释放出强烈的不安信号。 Zavier Wong 称：“我认为，信号不仅体现在油价上，保险市场同样如此。” 他指出，3月峰值时，霍尔木兹海峡通航的战争保费飙升至每航次船舶船体价值的约2.5%，而冲突前仅约0.1%。 据eToro数据，尽管保费此后有所回落，但仍约为冲突前水平的八倍。 他补充道：“保险商靠给风险定价谋生，他们显然不认为这场危机会在短期内解决。” TACO交易 vs NACHO交易 道富环球投资管理（State Street Global Advisors）分析师表示，围绕关税与地缘政治边缘政策的“特朗普总会退缩”（Trump Always Chickens Out）叙事所...