Earnings Call Insights: Walmart (WMT) Q1 fiscal 2027 Management View “The team delivered strong sales growth for the quarter… We’re continuing to invest in prices, extending the rollbacks we started in the second half of last year, and we now have about 7,200 rollbacks in place.” (President, CEO & Director John Furner) “Weekly active users are up over 100% just in the last quarter… customers using Sparky have an average order value that’s about 35% higher than non-Sparky customers.” (President, CEO & Director Furner) “Sales on our Marketplace in the U.S. grew almost 50% for the quarter… We recently launched Marketplace cross-border into Canada and Mexico and we like the early results.” (President, CEO & Director Furner) “In the first quarter, we delivered constant currency sales growth of nearly 6%… Strong eCommerce momentum continued with 26% growth… our Advertising business had one of its best quarters growing 37% globally.” (Executive VP & CFO John Rainey) “We absorbed approximately $175 million… from higher-than-planned fuel costs in our global distribution and fulfillment operations… we’re reiterating our original full year guidance that we provided in February.” (Executive VP & CFO Rainey) Outlook “For Q2, we expect EPS of $0.72 to $0.74” vs. $0.75 (analysts’ estimate for Q2 FY2027 EPS). (Executive VP & CFO Rainey) “We are reiterating our full year guidance of constant currency sales growth between 3.5% and 4.5%… we’re reiterating our full year guidance of 6% to 8% [operating income] growth… full year EPS in the range of $2.75 to $2.85.” (Executive VP & CFO Rainey) “We’d also like to note that our guidance does not assume any impact from IEEPA tariff refunds.” (Executive VP & CFO Rainey) “If current exchange rates were to stay where they are right now, we would expect an approximate 90 basis point benefit to reported sales growth and an approximate 130 basis point benefit to operating income growth for Q2.” (Executive VP & CFO Rainey) Financial Results “In the...

With megacap AI software names trading at triple-digit cash-flow multiples, value-oriented investors are quietly rotating into the physical layer of the buildout: power, land, and data center capacity. The U.S. is projected to need at least 50 gigawatts of electric capacity for AI by 2028, and that bottleneck is where unsexy infrastructure plays under $30 ... Forget Overpriced AI Software: 1 Unsung Energy Play Under $30 Powering the Tech Revolution

TomasSereda/iStock via Getty Images Agnico Eagle Mines ( AEM ) will rely on barge transport through Canada's remote Northwest Passage through the Arctic to keep ‌the cost of producing gold at its Hope Bay mine under $1,000/oz, CEO Ammar Al-Joundi told Reuters on Wednesday. Agnico Eagle ( AEM ) announced this week it plans to spend ~$1.7B to revive the shuttered Hope Bay mine in Nunavut, Canada's northernmost region, after the company acquired it from TMAC Resources, which had struggled to reconcile high costs with the mine's gold production. The Northwest Passage is frozen for more than half the year, and companies in the region have long used ​air transport or ice roads to transport goods, but Hope Bay's resurrection and a growing reliance on barges are examples of how the Arctic is becoming more accessible to mining companies due to melting sea ice. " Our ​investors know this is going to be a good project - it is going to be below $1,000 cash cost, which is exceptional in this environment," Al-Joundi told Reuters. Hope Bay will have a six-week window in the summer when ice has melted enough for barges to bring in explosives, diesel, and other heavy materials required to begin work in the ​following year, but the CEO said Agnico Eagle's ( AEM ) expertise in shipping logistics will ⁠help keep costs under control. "It is much less expensive to barge than to bring in goods via air, and since we have an all-seasons road, we can manage the logistics normally," Al-Joundi said. More on Agnico Eagle Mines Agnico Eagle Mines Shareholder/Analyst Call - Slideshow Agnico Eagle's Project Pipeline Will Propel Growth, And Not Just Bullion Agnico Eagle: High Quality Comes At A High Price

Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Nvidia’s blowout earnings fail to supercharge the AI trade, as investors eye the next wave of mega IPOs from SpaceX, OpenAI, and Anthropic. Plus, Jamie Dimon’s AI hiring shift: more AI staff, fewer bankers Plus, warnings on the AI debt boom, e.l.f Beauty’s Rhode-fueled surge, and a Trump advisor’s prediction for lower gas prices. (Source: Bloomberg)

格隆汇5月22日｜美国财政部：对黎巴嫩9名个人实施制裁，理由是阻碍黎巴嫩的和平进程，并妨碍真主党解除武装。

John M. Chase/iStock Unreleased via Getty Images Rocket Lab: This rocket ship has blasted off This rocket ship is not coming to a stop any time soon. After blasting off, the rally appears to be getting even stronger. Obviously I am talking about Rocket Lab Corporation ( RKLB ). As I pencil in this update, RKLB has outperformed the market significantly, up 80% since my last write-up. Space stocks have surged through the roof (Bloomberg) The market is benefiting from renewed optimism in space stocks right now. Clearly the fervor has been driven by the upcoming SpaceX ( SPACE ) IPO. We are looking at a potential valuation of up to $2 trillion. Making it the biggest one ever Sure, we may say that Rocket Lab doesn't belong to the same league. Despite that, who could deny that the stock has returned almost 400% in the past one year? At a market cap of about $76 billion, it doesn't quite compare with SpaceX, for sure. But I don't think we could simply write out Rocket Lab's opportunity just because the company doesn't operate at the same scale as SpaceX, am I right? RKLB Estimates (TIKR) Rocket Lab is still expected to print less than $1 billion in revenue for FY2026. While still relatively small, it represents more than a 50% increase from last year. So I thought that is still pretty remarkable and respectable. As a result, it's also clear to me that the market is now banking heavily on the upcoming Neutron launch opportunity in Q4. That will be a keenly watched event, and likely we will see some volatility in the stock during that quarter. Rocket Lab growing backlog (Rocket Lab Q1 2026 earnings conference) Nevertheless, I think what's important is that it also positions Rocket Lab as a viable competitor against Falcon 9. That doesn't imply that Rocket Lab is now about to overtake SpaceX's market share because that is simply not true. But if we consider the record backlog that the company has managed to accumulate, about $2.2 billion, it also includes five dedicated Neutr...

Teledyne Technologies Inc. TDY is benefiting from rising U.S. defense spending and the ongoing recovery in commercial aviation demand. Strategic acquisitions are also strengthening the company’s sensing and maritime technology capabilities. However, this Zacks Rank #2 (Buy) company continues to face challenges from supply-chain constraints and trade uncertainties. Factors Supporting TDY’s Growth In January 2026, U.S. President Trump proposed increasing defense spending to nearly $1.5 trillion in 2027 from $901 billion in 2026. Teledyne is well-positioned to benefit from this favorable environment, given its portfolio of engineered space systems and undersea interconnect solutions for naval defense applications. The higher defense budget is expected to support the company’s long-term revenue growth prospects. The continued recovery in commercial air travel remains a key growth catalyst for Teledyne. The company provides onboard avionics and ground-based technologies for commercial aircraft. In the first quarter of 2026, Teledyne witnessed higher commercial aerospace aftermarket sales, while original equipment manufacturers' orders for 2026 deliveries stayed strong. Sales from the Aerospace and Defense Electronics segment increased 14.4% year over year, mainly driven by robust demand for defense electronics products. Along with organic growth, Teledyne continues to strengthen its business through strategic acquisitions. In January 2026, the company acquired DD-Scientific Holdings and its subsidiary, DD-Scientific Limited, to expand its advanced sensing and electronics capabilities. Earlier, in October 2025, Teledyne acquired Saab AB’s TransponderTech business, enhancing its portfolio of connected maritime technologies and solutions. TDY Faces Growth Challenges Teledyne continues to navigate supply-chain challenges, including longer lead times and elevated costs for components, logistics and labor amid tight availability and solid demand. These issues have slowed backl...

Riska/E+ via Getty Images Roivant’s stock ( ROIV ) has been on a tear since last Summer and is up another 23% since my rating upgrade to Buy in February. Data by YCharts This name is a bit different from other biotechs. Roivant is actually composed of many “vants,” some of which also trade publicly on the market, such as Immunovant ( IMVT ). So, sometimes, when their subsidiaries report good news, Roivant’s stock will rally as well. This is actually what happened back in February after Priovant Therapeutics reported Phase 2 data for brepocitinib in cutaneous sarcoidosis. I modeled brepocitinib in this indication and it has the look of a blockbuster drug, pending additional clinical trial data. After selling Telavant to Roche ( RHHBY ) for over $7 billion in late 2023, Roivant was in search of its “next big thing.” I thought brepocitinib was "up to the task." Earlier this week, Immunovant posted initial data from the Phase 2 trial testing IMVT-1402 in rheumatoid arthritis. This is a company and an asset I've followed closely (see my IMVT analysis from last month). I actually commented on the opportunity in difficult-to-treat rheumatoid arthritis specifically. Unlike other indications that Immunovant is seeking in autoimmunity, I noted that rheumatoid arthritis is not a “me-too” indication. That is, when it comes to FcRn inhibition. I also thought that this would actually be IMVT-1402's “first real test of whether deeper IgG reductions actually drive clinical benefit.” In the article that follows, I do a deep dive on IMVT-1402 data in rheumatoid arthritis to see whether or not the drug actually passed the test, or if Immunovant’s and Roivant's recent rally is mere noise. Recent Developments I really like what Immunovant is doing in this trial ( NCT06754462 ). It enrolled rheumatoid arthritis patients who were anti-citrullinated protein antibody positive with high baseline disease activity. This happens to make up about 70% of all rheumatoid arthritis patients. Enrolli...

A part of Nvidia CEO Jensen Huang's latest message to investors is that Nvidia isn't just selling chips to Big Tech anymore: it's supplying the picks and shovels for an AI gold rush, where startups are building everything from AI agents to humanoid robots and robotaxis on Nvidia compute. One of the key backers of that ecosystem is Sarah Guo, founder of AI-native venture firm Conviction. She joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)

What happened According to its SEC filing dated May 15, 2026, Torque Asset Management LLC established a new stake in Planet Fitness (PLNT +1.50%), acquiring 49,500 shares. The estimated transaction value was $4.35 million based on the average unadjusted closing price for the quarter ended March 31, 2026. The position's quarter-end value, reflecting both the purchase and price changes during the period, was $3.68 million. What else to know This was a new position; the stake represented 1.45% of the fund's 13F assets under management at quarter-end. Top five holdings after the filing were: Amazon : $48.97 million (19.3% of AUM) Meta Platforms : $42.76 million (16.8% of AUM) Okta : $25.10 million (9.9% of AUM) Procore Technologies : $24.70 million (9.7% of AUM) Mastercard : $24.56 million (9.7% of AUM) As of May 20, 2026, Planet Fitness shares were trading at $50.24, down 51.6% over the past year and underperforming the S&P 500 by 76 percentage points. Company Overview Metric Value Revenue (TTM) $1.38 billion Net Income (TTM) $228.79 million Price (as of market close 2026-05-20) $50.24 One-Year Price Change (51.64%) Company Snapshot Planet Fitness offers gym memberships, fitness services, and equipment sales, with revenue primarily derived from franchise fees, corporate-owned stores, and equipment sales to franchisees. The company operates a hybrid business model combining franchising and direct ownership, generating income through ongoing royalties, membership fees, and equipment distribution. Its primary customers are value-conscious individuals seeking affordable fitness solutions, as well as franchisees operating Planet Fitness-branded locations in the U.S. and select international markets. Planet Fitness, Inc. is a leading operator and franchisor of fitness centers that emphasizes a high-value, low-cost gym experience. The company leverages its extensive franchise network and corporate-owned locations to achieve scale and consistent cash flow. Its competitive edge...

Key Points Bought 49,500 shares, estimated trade size $4.35 million based on quarterly average price. Quarter-end position value increased by $3.68 million with the new shares added during the reporting period. Transaction value represented 1.71% of reportable 13F assets under management. Post-trade, holds 49,500 shares valued at $3.68 million. New stake accounts for 1.45% of fund AUM, which places it outside the fund's top five holdings. 10 stocks we like better than Planet Fitness › What happened According to its SEC filing dated May 15, 2026, Torque Asset Management LLC established a new stake in Planet Fitness (NYSE:PLNT), acquiring 49,500 shares. The estimated transaction value was $4.35 million based on the average unadjusted closing price for the quarter ended March 31, 2026. The position's quarter-end value, reflecting both the purchase and price changes during the period, was $3.68 million. What else to know This was a new position; the stake represented 1.45% of the fund's 13F assets under management at quarter-end. Top five holdings after the filing were: Amazon : $48.97 million (19.3% of AUM) Meta Platforms : $42.76 million (16.8% of AUM) Okta : $25.10 million (9.9% of AUM) Procore Technologies : $24.70 million (9.7% of AUM) Mastercard : $24.56 million (9.7% of AUM) As of May 20, 2026, Planet Fitness shares were trading at $50.24, down 51.6% over the past year and underperforming the S&P 500 by 76 percentage points. Company Overview Metric Value Revenue (TTM) $1.38 billion Net Income (TTM) $228.79 million Price (as of market close 2026-05-20) $50.24 One-Year Price Change (51.64%) Company Snapshot Planet Fitness offers gym memberships, fitness services, and equipment sales, with revenue primarily derived from franchise fees, corporate-owned stores, and equipment sales to franchisees. The company operates a hybrid business model combining franchising and direct ownership, generating income through ongoing royalties, membership fees, and equipment distribut...

EnerSys ENS reported fourth-quarter fiscal 2026 (ended March 31, 2026) adjusted earnings of $3.19 per share, which surpassed the Zacks Consensus Estimate of $3.00. The bottom line increased 7% year over year. EnerSys’ net sales of $988 million beat the consensus estimate of $973 million. The top line increased 1% year over year. The top-line results were driven by a favorable impact of 4% from pricing and the positive impact of 3% from foreign currency translation, partially offset by a 6% decline in organic volume. Segmental Discussion The Energy Systems segment’s sales (accounting for 43.1% of total sales) were $425.7 million, up 7% year over year. The Zacks Consensus Estimate for segmental net sales was $411 million. Net sales increased due to strength in data centers and U.S. Communications market. While volume was flat, price/mix and foreign currency translation had positive impacts of about 4% and 3%, respectively, on sales. The Motive Power segment generated net sales of $370.1 million (accounting for 37.5% of total sales), down 5.7% year over year. The consensus estimate for segmental net sales was $381 million. Volume declined 10% in the quarter. While foreign currency translation had a favorable impact of 3% on sales, price/mix had 1% positive impact on sales. Lower sales were attributable to tepid demand in the Americas region and softness in the EMEA automotive market. The Specialty segment’s sales were $192.2 million (accounting for 19.5% of total sales), up 8.1% year over year. The consensus estimate was $180 million. Results were impacted by softness in markets. While volume decreased 6%, price/mix and acquisitions had 11% and 2% positive impact on sales, respectively. Foreign currency translation positively impacted sales by 1%. Enersys Price, Consensus and EPS Surprise Enersys price-consensus-eps-surprise-chart | Enersys Quote ENS’ Margin Profile EnerSys' gross profit decreased 4.2% year over year to $290.9 million while the gross margin was down 18...

Leia em português. Some Brazilian executives and investors are tempering their support for presidential candidate Flávio Bolsonaro as he seeks backing in the nation’s financial hub days after details emerged about his relationship with a scandal-plagued banker. Leaders from at least five major companies have expressed concern about being associated with Bolsonaro after he confirmed his relationship with former Banco Master SA Chief Executive Officer Daniel Vorcaro , who is at the center of a multibillion-dollar fraud probe. While some executives remain willing to engage with his campaign, they want to avoid appearing on any official list of supporters until they can better assess the fallout from the revelations. The timing could hardly be worse for the right-wing senator, whose efforts to court Brazil’s elite in Sao Paulo’s Faria Lima financial district appear to have stumbled . On Monday, members of Bolsonaro’s campaign said he would travel to Sao Paulo this week for two days of closed-door meetings with business leaders and investors. The trip was ultimately scaled back to a single meeting Wednesday night with an undisclosed financial company, according to people familiar with the matter. Bolsonaro’s campaign declined to comment. Bolsonaro’s problems mounted last week when leaked audio messages published by The Intercept Brasil showed him seeking millions of dollars from Vorcaro to finance a film about his father, former President Jair Bolsonaro . The report triggered a selloff in Brazil’s currency and stocks amid investor concern it would help Lula secure a fourth term. An AtlasIntel poll published May 19 showed incumbent Luiz Inácio Lula da Silva opening up a seven-point lead over Bolsonaro after prior surveys put them neck-and-neck for weeks. The revelations have even prompted discussion about whether the right needs a stronger candidate for the presidency. Since then, the senator has discussed his relationship with Vorcaro in greater detail, acknowledging he ...

Weather forecasters in the US say that this year's Atlantic hurricane season is expected to be less active than normal, largely due to a developing El Niño. NOAA (National Oceanic and Atmospheric Administration) has issued its forecast for the 2026 season and says there is a 55% chance of a below-average season, with between eight and 14 named storms of tropical storm strength or above. This would include three to six hurricanes, between one and three of which are expected to be major hurricanes - category three or stronger. The Atlantic hurricane season runs from 1 June to 30 November and would typically feature 14 named storms, seven hurricanes and three major hurricanes.

ZTO ExpressZTO reported first-quarter 2026 earnings of 43 cents per share, which improved from the year-ago quarter. Total revenues of $1.92 billion also improved from the year-ago reported quarter. ZTO Express (Cayman) Inc. Price, Consensus and EPS Surprise ZTO Express (Cayman) Inc. price-consensus-eps-surprise-chart | ZTO Express (Cayman) Inc. Quote Mr. Meisong Lai, founder, chairman and chief executive officer of ZTO, stated, "During the first quarter of 2026, ZTO maintained focus on quality of services and customer satisfaction, and well executed our key strategies to improve operating cost efficiencies and strengthening network pricing policy fairness and transparency. Our parcel volume reached 9.7 billion, which grew 13.2%, or 7.4 points above industry average, mainly attributable to strong key accounts growth. Our adjusted net income was 2.4 billion, as the daily average retail volume continued to expand at a faster rate than traditional ecommerce volume resulting in improved revenue structure that not only contributed to volume increase as well as positive contribution to overall margin." Detailed Operational Statistics Revenues from the core express delivery business increased 22.5% year over year, owing to 13.2% growth in parcel volume and an 8.2% increase in parcel unit price. Key account revenue, generated by direct sales organizations, grew 92.2% year over year, owing to an increase in e-commerce return parcels. Revenues from freight forwarding services decreased 13% year over year. Revenue from sales of accessories, which largely consisted of sales of thermal paper for digital waybills, rose 3.1% year over year. Other revenues were mainly derived from financing services. Gross profit increased 20.3% from the year-ago reported quarter. Gross margin rate fell to 24.4% from 24.7% in the year-ago period. Total operating expenses were RMB690.0 million ($100.0 million) compared with RMB283.8 million in the same period last year. ZTO Express exited the first ...

CoreWeave (NASDAQ:CRWV) has whipsawed investors with triple-digit revenue growth, a $99 billion backlog, and one of the heaviest capex profiles in the cloud sector. After a 14.58% pullback over the past month, the question is whether the AI hyperscaler discount has gone too far. Our 24/7 Wall St. price target for CoreWeave is $165.77, implying ... CoreWeave Scores Big With Meta — We See 66% Upside

Investors escalate pressure on Palantir over human rights risks ahead of AGM Independent Catholic News

Stellantis NV announced a major investment push focused on four core brands in a broad reset to boost profitability. The automaking group will spend some €60 billion ($70 billion) through 2030 to launch 60 new models, prioritizing the Jeep, Ram, Peugeot and Fiat brands. In North America, it plans to add a new compact and midsize pickup truck as well as a new entry-level model for the Dodge brand to help it rebuild after years of sales declines. Chrysler, which today sells just a minivan, will get three new crossover models with a price range of $25,000 to $35,000. Stellantis is also targeting 25% revenue growth in North America. For more, we speak with Craig Trudell, Managing Editor of Global Business Coverage for Bloomberg News. (Source: Bloomberg)

When asked whether he would be out supporting the Greater Manchester mayor's campaign in Makerfield, Sir Keir told reporters: "Yes, and I've said to the whole Labour movement that I want everybody to be involved in the campaign, whatever other discussions are going on, it's really important – that's a straight fight between Labour and Reform."

UBS AG offers Trigger Autocallable Notes — Qualcomm (NASDAQ: QCOM) Stock Titan

Marcus Lindstrom/iStock Unreleased via Getty Images The Swatch Group AG ( SWGAY , SWGAF , SWGNF ) recently launched a very discussed collaboration with Audemars Piguet, a renowned Swiss luxury watchmaker. Today, I start my coverage on Swatch, arguing how this collaboration has the potential to be a game changer for a company that already enjoys gross margins matching those of luxury houses and needs one major product catalyst to be repriced by the market as a luxury company. If the Royal Pop manages to replicate even a fraction of the success of the Labubu doll, this may be an asymmetric investment opportunity hiding in plain sight. The Watch Market is Stagnant and in Need of Innovation As an investor, watches are hardly an industry I get excited about. The industry was overall stagnant in terms of revenue until 2020, when it suffered due to the pandemic-induced cut in discretionary spend. It did enjoy some good growth after 2020, a time which corresponded with what observers now call the “ watch bubble ” of 2021-2023. This growth was driven for the most part by speculation on the most sought-after timekeepers from luxury watch makers. Author's work based on publicly available reports And luxury watchmakers such as Rolex, Audemars Piguet, and Patek Philippe have been the ones reaping the most benefits of recent growth in the industry, as the chart above suggests. Mainstream Watchmakers Are Stuck Between Luxury and Smart Watches Mainstream watchmakers, such as the privately held Seiko Group and Citizen Watch Co., Ltd. ( CHCLY ) have been under pressure for a decade. Their portfolio prevalently includes watches that sell under or close to the $1,000 mark (with the exception of Grand Seiko for Seiko and a couple of niche luxury brands for Citizen). As such, they have been “attacked” from two sides. On the one hand, the rise of Smart Watches has prevalently eaten into the entry-level and mid-tier watch segments that represent their bread and butter (see the below chart ...

格隆汇5月22日｜美国财政部拍卖190亿美元10年期通胀保值国债（TIPS），得标利率2.169%，投标倍数2.52。

财联社5月22日讯（编辑 牛占林） 美国制药巨头礼来公司周四宣布，其下一代减重药物在一项关键后期临床试验中达成主要目标，各剂量组均实现了显著的减重效果。美股盘中，礼来股价涨逾2%。 这一结果使礼来距离为该每周注射一次的药物retatrutide提交上市申请更近一步。该药物的作用机制与礼来及诺和诺德现有的注射剂和口服药均不同，且疗效似乎更为出色。 在仅评估坚持用药患者的数据中，最高剂量retatrutide在80周内帮助患者平均减重28.3%(约70.3磅，31.9公斤)，而安慰剂组仅减重2.2%。 礼来表示，在这项纳入约2500名患者的III期试验中，约45%的受试者体重降幅达到或超过30%。 此外，在针对体重指数(BMI)大于和等于35的患者进行的扩展研究中，最高剂量组在104周内帮助患者平均减重30.3%。这一BMI水平意味着患者面临更高的心血管疾病和糖尿病风险。 尽管该药物在最高剂量下出现了更高比例的胃肠道副作用，如恶心和腹泻，但整体安全性特征与此前retatrutide在肥胖伴膝关节炎患者中的III期试验结果一致。部分分析师此前指出，这些副作用恰恰反映了该药物减重速度之快、力度之强。 值得注意的是，礼来此次测试的较低剂量方案则显示出更好的耐受性，因副作用而停药的患者比例更低。 礼来首席科学及产品官Dan Skovronsky将30%的减重幅度称为"令人难以置信的数字"，因为此前这一水平仅与减重手术相关。"我们从未在这些药物中见过如此高的减重效果。" 在80周时，约65%服用最高剂量retatrutide的患者BMI降至30以下，即脱离了肥胖范畴。 在数据公布前，部分分析师预计retatrutide减重效果将超越礼来的重磅减肥药物Zepbound(减重幅度约20%-22%)。 此次数据是retatrutide迄今为止第三项后期临床试验结果。该药物今年年初在糖尿病试验中取得成功，并于去年12月完成针对肥胖合并膝关节炎患者的小规模研究。礼来正大力押注retatrutide，希望其成为继注射剂Zepbound和新近上市的口服药Foundayo之后，公司肥胖产品组合的又一支柱。 值得注意的是，礼来还在本次试验中测试了此前未在其他试验中使用的4毫克低剂量，该剂量在80周内帮助患者减重19%。 Skovronsky表示，该最低剂量的减重效果与高剂量Zepbound相近，但...

美国驻丹麦大使肯尼思·豪韦里当地时间5月21日在格陵兰岛首府努克新美国领事馆开幕仪式上发表的讲话，称美国总统特朗普已排除对格陵兰岛使用武力的可能性。格陵兰岛的未来必须由格陵兰人民自己决定。 (央视新闻)

专题：聚焦美股2026年第一季度财报 英伟达公布本财年 CPU 业务营收预期。 公司首席财务官科莱特・克雷斯周四接受雅虎财经采访时称，预计独立服务器 CPU，以及格雷斯 - 布莱克韦尔、维拉 - 鲁宾超级芯片内置 CPU 的合计销售额将达到 200 亿美元。 克雷斯表示：“如今我们也推出独立 CPU 产品并对外销售。已有客户关注这款产品，再叠加维拉 - 鲁宾、格雷斯 - 布莱克韦尔芯片相关业务，今年 CPU 整体营收有望达到 200 亿美元。” 此番表态印证了英伟达首席执行官黄仁勋在财报电话会上的说法，其此前曾预计独立 CPU 业务可创收 200 亿美元。黄仁勋还指出，CPU 市场整体可为英伟达带来 2000 亿美元的增长空间。 克雷斯称，独立 CPU 服务器的客户群体，与现有采购英伟达 GPU 超级芯片系统的客户高度重合。 “整机配套 CPU 业务稳步发展，独立 CPU 也已形成庞大市场。” 图形处理器凭借训练与运行人工智能模型的核心能力，奠定了英伟达如今的行业地位。英伟达多年来自研 CPU，大多搭配 GPU 应用于人工智能服务器。 GB300 芯片由 1 颗格雷斯 CPU 与 2 颗布莱克韦尔超强 GPU 组成；下一代维拉 - 鲁宾超级芯片，则搭载维拉 CPU 与鲁宾 GPU。 目前英伟达开始拆分 CPU 产品，推出纯 CPU 独立服务器，主要面向智能体应用场景。 智能体可理解为半自主或全自主数字助手，能够自动整理邮件、浏览网页、归档文件。GPU 负责运算 AI 模型，CPU 则操控智能体执行各项实际操作。 这一变化重塑芯片行业格局，让此前热度不及 GPU 的 CPU 品类价值大幅提升。 今年 3 月，英伟达宣布将向元宇宙科技企业交付首批纯格雷斯 CPU 服务器，并计划在 2027 年推出纯维拉 CPU 服务器。 责任编辑：郭明煜