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Hyperscalers’ Free Cash Flow Dips as AI Arms Race Hits Balance Sheets

Yahoo 📅 05/08 16:33 ORCL.O
Hyperscalers' free cash flow heads to 2014 lows as Morgan Stanley lifts Big Tech AI capex to $1.1T by 2027.

零跑德國推月租49歐元計劃 搶佔市場

无线新闻 📅 05/08 16:33
零跑在德國推出月租49歐元計劃,搶佔市場。 德國是歐洲最大汽車市場,《彭博》報道,為進一步擴展德國市場,零跑在當地推出每月只需49歐元,便可租用旗下T03城市車型。與快意汽車相近的車型比較,月租價格只是一半。 根據德國監管部門統計,零跑今年首四個月,在德國交付量按年增加三倍半,有超過4,500輛。在當地銷量有望超越Smart和本田等品牌。

AI electricity gap fuels Weichai Power, GE Vernova shares as generator demand surges

SCMP 📅 05/08 16:32
An electricity shortfall for AI data centres and computing power is fuelling demand for generators and power equipment, driving up stocks from Weichai Power in China to GE Vernova in the US. The AI investment spree in the world’s two largest economies, which are vying for a leading position in the cutting-edge technology, has rekindled buying interest in stocks of a sector viewed as old economy. S...

Beijing to push Trump on Taiwan, with potentially global consequences - Bruegel

Google 📅 05/08 16:32 TSM.N
Beijing to push Trump on Taiwan, with potentially global consequences Bruegel

Former China Securities Watchdog Official Sentenced for Bribery

财新 📅 05/08 16:32
The China Securities Regulatory Commission. Photo: VCG A former official at China’s top securities regulator was sentenced to seven years in prison on Friday for bribery, according to a court statement. The court also fined Yang Chunlei , a former deputy director at an inspection unit at the China Securities Regulatory Commission, 400,000 yuan ($59,000). Illicit gains were ordered confiscated. The...

格隆汇5月8日|在岸人民币兑美元5月8日16:30收盘报6.8017,较上一交易日下跌2点。

格隆汇 📅 05/08 16:32
格隆汇5月8日|在岸人民币兑美元5月8日16:30收盘报6.8017,较上一交易日下跌2点。

美股异动丨微芯科技盘前涨超2% Q4业绩超预期 Q1指引超预期

格隆汇 📅 05/08 16:32
格隆汇5月8日|微芯科技(MCHP.US)盘前涨2.69%,报104.31美元。消息面上,微芯科技公布的2026财年第四财季业绩显示,营收同比增长35%至13.1亿美元,高于预期的12.6亿美元;调整后每股收益为0.57美元,高于预期的0.50美元;调整后毛利率为61.6%,高于预期的61%。展望未来,微芯科技预计2027财年第一财季营收将在14.4亿美元至14.7亿美元之间,高于市场预期的13....

市场监管总局:4792.24万户经营主体获信用修复

格隆汇 📅 05/08 16:32
格隆汇5月8日|据央视,从今天的市场监管总局发布会获悉,近年来,市场监管总局大力推进高效办成信用修复“一件事”,截至今年3月底,累计为4792.24万户经营主体修复信用。下一步,市场监管总局将推动《经营主体信用修复材料格式要求》和《经营主体信用修复成效评价指南》2项国家标准尽快出台,不断升级优化市场监管信用修复全国统一平台,进一步提升办事便利化水平,高效支撑“信用修复一件事”。

Trump invites Boeing, Mastercard CEOs to join China trip next week: sources

SCMP 📅 05/08 16:31
The administration of US President Donald Trump is inviting American CEOs from Boeing, Mastercard, Citigroup and other major corporations to join his delegation to China next week, according to multiple sources. Trump is visiting China on May 14 and 15 after his scheduled visit for March 31 was postponed following the US-Israeli strikes on Iran. Boeing, Mastercard and Citigroup declined to comment...

NTT FY2025 slides: record revenue masks profitability concerns

Investing 📅 05/08 16:31

Sevio Powers a B2B Marketplace for Direct Advertiser–Publisher Deals

Investing 📅 05/08 16:31

康方生物(09926)出現大手賣出10.7萬股,成交價$134.0,涉資1.434千萬 - AASTOCKS.com

Google 📅 05/08 16:30 9926.HK
康方生物(09926)出現大手賣出10.7萬股,成交價$134.0,涉資1.434千萬 AASTOCKS.com

百度集團-SW(09888)出現大手賣出210萬股,成交價$145.2,涉資3.049億 - AASTOCKS.com

Google 📅 05/08 16:30 9888.HK
百度集團-SW(09888)出現大手賣出210萬股,成交價$145.2,涉資3.049億 AASTOCKS.com

【VIP机会日报】商业航天强势爆发 王牌资讯前瞻解读 人气公司今日涨停

财联社 📅 05/08 16:30 700.HK
注:财联社VIP为内容资讯产品,并非投资建议。以下内容仅为资讯价值展示非对相关公司的推荐建议,非未来走势预测。投资有风险,入市需谨慎。 市场热点一 商业航天 消息面上,机构表示,国内国家队及民营火箭公司齐发力,二季度有望开启可回收火箭首飞潮。国内卫星批量招标在即,海内外多型号火箭即将迎来首飞,手机直连等功能落地将带动卫星性能进一步迭代,卫星后续将迎来量价齐升阶段。 《盘中宝》:盘中有「宝」,快人一...

Stung by West Africa rejections, France courts rest of continent at Kenya summit

Investing 📅 05/08 16:30

Olof Dreijer: Loud Bloom review – the Knife star’s debut solo album is a garden of earthly delights

The Guardian 📅 05/08 16:30
(DH2) On a floral-themed LP, squiggling melodies and quizzical distortion banish the winter gloom Dreijer brought to the Knife and his tracks with Fever Ray Swedish producer Olof Dreijer is best known for projects with his sibling Karin: namely their duo the Knife, plus Karin’s solo act Fever Ray , with whom he created four brilliant tracks on 2023 album Radical Romantics. For all that his beats o...

The Zacks Analyst Blog Highlights Micron Technology, Ciena, Seagate Technology, Five Below and Murphy USA - Zacks Investment Research

Google 📅 05/08 16:30 MU.O
The Zacks Analyst Blog Highlights Micron Technology, Ciena, Seagate Technology, Five Below and Murphy USA Zacks Investment Research

‘Nurse, the joypad!’: the eight greatest medical video games

The Guardian 📅 05/08 16:30
For anyone needing a break from binging The Pitt, you can always put in your own shifts as a hospital manager, surgeon, paramedic and of course as a demonic morgue assistant Like the rest of the western world, our household is currently binging medical drama The Pitt, revelling in its visceral depiction of life in a modern emergency department. So far the series has yet to inspire a video game tie...

Cloudflare beats Q1 forecasts, announces 20% layoffs; shares slump

Investing 📅 05/08 16:30

Prepare for ‘China shock 3.0’ to the global food economy

SCMP 📅 05/08 16:30
Even as “China shock 2.0” is roiling Western manufacturers, we must, it seems, brace for “China shock 3.0” – to the global food economy – as President Xi Jinping doubles down on the imperative that has obsessed Beijing for decades: food security. “China’s Food Future”, a consultation paper by Systemiq funded by the California-based Gordon and Betty Moore Foundation, warns that China is poised to “...

Indonesia stocks lower at close of trade; IDX Composite Index down 2.21%

Investing 📅 05/08 16:30

GBP/USD Potential Bullish Reversal Above 20-Day Moving Average

Seeking Alpha 📅 05/08 16:30
georgeclerk/iStock via Getty Images By Kelvin Wong After the sterling hit a 2-month high of 1.3658 on May 1, 2026 against the US dollar, the GBP/USD has traded sideways, and on Thursday, May 7, 2026, it declined by 0.2% to print an intraday low of 1.1723 on the backdrop of an uptick in US-Iran tension after both sides exchanged fire. In addition to the latest developments surrounding the US-Iran c...

Intel Stock Surges on Apple Deal - WSJ

Google 📅 05/08 16:30 INTC.O
Intel Stock Surges on Apple Deal WSJ

U.S. Dollar Debasement - What Our Assets Are Actually Worth

Seeking Alpha 📅 05/08 16:29
Torsten Asmus/iStock via Getty Images Introduction In Part 1 of this series, we established a framework for measuring real asset appreciation after stripping out the effects of money supply expansion and showed that the U.S. dollar has lost between 37% and 66% of its purchasing power since October 2018 depending on the monetary measure applied. This second part applies that framework directly to t...

AI demand lifts Taiwan semiconductor manufacturing company april revenue - Awaz The Voice

Google 📅 05/08 16:28 TSM.N
AI demand lifts Taiwan semiconductor manufacturing company april revenue Awaz The Voice

Aker ASA reports Q1 results

Seeking Alpha 📅 05/08 16:28
Aker ASA press release ( AKAAF ): Q1 Net Asset Value of Aker ASA and holding companies was NOK 110B at the end of the first quarter of 2026 (NOK 1,478 per share), up NOK 43B in the quarter. Nscale became Aker’s second largest asset, after Aker BP, at NOK 32B. Listed investments: NOK 77.2B Unlisted investments: NOK 45B More on Aker ASA Aker ASA 2026 Q1 - Results - Earnings Call Presentation Aker AS...

航天发展今日涨停,国泰海通武汉紫阳东路净买入3.06亿元

同花顺 📅 05/08 16:27
航天发展今日涨停,成交额64.84亿元,换手率15.49%,盘后龙虎榜数据显示,深股通专用席位买入1.90亿元并卖出1.31亿元,有1家机构专用席位净卖出2846.30万元。国泰海通武汉紫阳东路净买入3.06亿元。

Nvidia (NVDA) Stock: Goldman Sachs Ups Forecasts 12% Before May 20 Earnings Report - Blockonomi

Google 📅 05/08 16:27 NVDA.O
Nvidia (NVDA) Stock: Goldman Sachs Ups Forecasts 12% Before May 20 Earnings Report Blockonomi

JFrog jumps 17% after raising FY outlook, authorizes $300M buyback

Seeking Alpha 📅 05/08 16:27
hapabapa JFrog ( FROG ) stock jumped above 17% on Thursday after hours as its Q1 results topped guidance, driven by strong cloud adoption and rising demand for software supply chain security products. Q1 revenue rose 26% Y/Y to $154M, beating estimates by $6.53M, while cloud revenue surged 50% to $78.9M and accounted for 51% of total revenue for the first time. GAAP net loss was $8.3M, or $(0.07) ...

LY Holdings Non-GAAP EPS of ¥28.73, revenue of ¥2036.37B; gives FY27 outlook

Seeking Alpha 📅 05/08 16:27
LY Holdings press release ( YAHOF ): FY Non-GAAP EPS of ¥28.73. Revenue of ¥2036.37B (+6.2% Y/Y). More on LY Corporation Cathie Wood's weekly recap: adds JOBY, CRSP, TEM, sells TER, TXG, CRCL Historical earnings data for LY Corporation Financial information for LY Corporation
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