On a recent Prof G Markets segment titled How China Wins The AI War, NVIDIA (NASDAQ: NVDA) CEO Jensen Huang delivered a blunt assessment of the competitive threat from China’s Huawei. “The day that Deepseek comes out on Huawei first, that is a horrible outcome for our nation,” he said, adding that, “AI models around ... Nvidia CEO Jensen Huang Warns of ‘Horrible Outcome’ if China’s Huawei Gains AI Advantage

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重慶市副市長張安疆，因突發疾病離世，終年55歲。 據重慶市張安疆同志治喪工作小組消息，重慶市副市長、市公安局黨委書記局長張安疆因突發疾病，經搶救無效，周四上午10時52分不幸離世，終年55歲。 根據公開資料，張安疆2023年起任重慶市副市長，前年二月擔任市公安局局長。

The CBOE Volatility Index (VIX) slipped about 1.2% Thursday morning to hover just above the 17 level, extending a steady drift lower from the 31.05 peak set on March 27. The fear gauge is down 28% over the past month and squarely inside the 15 to 20 normal band. With stocks perched near records, the ... VIX Stands Firm as Fear Drains, Stocks Chase Records and Earnings Keep Dip-Buyers Engaged

Snap (NASDAQ: SNAP), owner of Snapchat, just posted another trainwreck of a quarter. The stock is down almost 35% this year, 29% over the last year, and 89% over the last five years. There is not a single thing in its business or its prospects that can save investors. They need to shut the door. ... Investors Should Dump Snap Stock As Fast As They Can

Shares of SiTime ( SITM ) rose nearly 26% on Thursday after the specialty semiconductor firm posted stronger-than-expected results for the first quarter. Net revenue in the first quarter rose 88.3% to $113.6 million, beating Wall Street consensus by $10.12 million. Adjusted earnings per share stood at $1.44 beating consensus by $0.28. Shares of the Santa Clara, California-based company were trading at $782.90. “As AI infrastructure and high-performance systems grow, precision timing is becoming a system-level requirement. Here, our differentiated platforms are driving higher ASPs and margins, along with deeper customer engagement. I believe that we are executing from a position of strength for the next phase of SiTime’s growth and am excited about the opportunities ahead,” said CEO Rajesh Vashist. Total cash, cash equivalents and short-term investments were $788.7 million on March 31, 2026. Seeking Alpha analysts and Seeking Alpha’s Quant ratings are cautious and rated it a Hold. In contrast, Wall Street analysts consider the stock a Strong Buy. The stock has gained over 130% so far this year, outperforming the near 8% rise in the broader S&P 500 index. More on SiTime SiTime's Renesas Deal Makes This Stock Harder To Buy SiTime: The Only Pure-Play MEMS Story In Semis, But Waiting For A Better Entry SiTime Corporation (SITM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript SiTime Q1 2026 Earnings Preview Bloom Energy is the best performing large cap stock in April

韩国政府7日宣布，将禁止囤积和垄断石油产品的措施延长两个月至7月底，以应对中东战事导致的供应紧张以及稳定国内物价。韩国副总理兼企划财政部长官具润哲当天在主持部长级经济政策会议时表示，为防止出现以油价为由拒绝销售等行为，政府决定延长禁止囤积和垄断石油产品措施的实施期限。（央视新闻）

The Number Alphabet (NASDAQ:GOOG) carries a market capitalization of $4.81 trillion, second only to NVIDIA (NASDAQ:NVDA) at $5.05 trillion as of May 7, 2026. The Class C shares closed at $395.14 on May 6, 2026, brushing against a 52-week high of $396.38. The figure is the live valuation derived from price and total Alphabet shares ... Alphabet Is About to Overtake Nvidia as the World’s Biggest Company

财联社5月7日讯（编辑 夏军雄） 市场观察人士表示，如果美国和伊朗达成和平协议，此前推动黄金和白银在2025年创下历史新高的那轮涨势有望重新启动。 周四早盘，金银价格双双上涨。市场预期美国与伊朗可能接近达成协议，从而结束持续逾两月的战争。 2025年，黄金和白银都经历了创纪录的上涨行情，全年分别累计上涨66%和135%。然而，进入2026年后，两者的交易波动性明显加剧。 白银期货在1月底遭遇了自1980年代以来最大的单日跌幅，黄金价格也较1月份的高点回落了逾10%。 自2月28日美伊战争爆发以来，黄金作为避险资产的地位受到一定挑战，因为此前推动其上涨的一些核心逻辑开始被市场重新审视。 贵金属资讯网站Metals Daily首席执行官Ross Norman指出，市场对利率进一步上升的担忧、油价上涨推高美元，以及交易员平仓获利，都是近期金价回落的重要原因。更重要的是，在战争爆发前，黄金本身已经处于严重超买状态。 Norman表示，这为交易商提供了获利了结的理由，也推动市场进入整理阶段，因为交易员开始卖出此前表现最好的资产。 金银接下来会怎样？ 法国巴黎银行富通（BNP Paribas Fortis）首席策略师Philippe Gijsels长期看多黄金和白银。尽管贵金属市场波动依旧剧烈，但他认为金银后市仍有进一步上涨空间，目前价格回调更像是“整理阶段”。 Gijsels称：“这一轮，贵金属与股票市场表现出较强相关性。两者都主要受到通胀可能推高利率的担忧打压。在我们的框架中，利率就像重力一样——利率上升，重力增强，所有资产都会被向下拉，包括贵金属。” 随着伊朗战争持续，市场一度担忧能源价格冲击和经济增长放缓，因此纷纷重新计价主要经济体暂停降息周期的可能性，甚至部分央行如今被预期可能重新加息，以应对高能源价格带来的通胀压力。 不过，周三有报道称美国与伊朗接近达成和平协议后，市场情绪明显改善。 “我们预计黄金和白银的长期牛市将恢复，并在不远的未来——甚至可能就在今年——创下新的历史高点，”Gijsels说。 他补充称，推动黄金和白银上涨的所有核心因素“依然完全存在”。 “各国央行和政府仍将继续减少对美国国债的依赖，并增持黄金。由于我们正处于结构性高通胀环境中，投资者必须持有真实资产，而贵金属显然属于其中的一部分。随着战争阴霾逐渐散去，投资者将重新回到黄金和白银市场，”Gijs...

Canaccord raised its price target on Strategy (NASDAQ:MSTR), formerly known as MicroStrategy, to $224 from $185, reiterating its Buy rating as Bitcoin (CRYPTO:BTC) pushed back above $80,000. The price target raised by Canaccord lands as MSTR stock has weathered another perceived storm in the crypto market. Bitcoin currently trades near $80,200, recovering from a $60,000 ... Canaccord Hikes Strategy Price Target to $224 as Bitcoin Roars Back Above $80K

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有機構調查發現，逾半紅斑狼瘡患者擔心病情影響，而選擇放棄生育。 樂晞會透過網上問卷調查，訪問200名本地紅斑狼瘡患者，以十分為滿分，逾六成患者生活質素評分為五分以下，結果顯示逾九成受訪患者生活受疾病影響，約七成半放棄嗜好或社交，逾半育齡患者，因擔心懷孕導致病情惡化或對嬰兒健康造成影響，被迫延遲或放棄生育計劃。 類固醇是治療紅斑狼瘡症等主要藥物，約九成六患者，對類固醇長期副作用有擔憂，但高達七成患者仍需每日服用。生物製劑可以取代類固醇，減少病情復發機會，但大部分患者因經濟負擔而卻步。 協會希望政府能提供更多支援，包括提供藥費補貼，讓患者得到適切治療。

Micron still 'screaming buy' despite massive gains - SA Quant chief MSN

On May 6, 2026, MorganRosel Wealth Management reported selling 43,013 shares of the Vanguard Core-Plus Bond Fund (NASDAQ:VPLS) , an estimated $3.37 million trade based on quarterly average pricing, according to a recent SEC filing. According to a SEC filing dated May 6, 2026, MorganRosel Wealth Management reduced its position in the Vanguard Core-Plus Bond Fund by 43,013 shares during the first quarter. The estimated transaction value was $3.37 million, based on the average unadjusted close price for the quarter. The fund’s quarter-end position in VPLS was 82,220 shares, valued at $6.38 million. The net position change, including price movement, was a decrease of $3.40 million. Vanguard Core-Plus Bond ETF (VPLS) offers institutional investors broad access to the U.S. fixed income market, combining investment-grade core holdings with opportunistic allocations to higher-yielding and international bonds. The fund’s strategy leverages active management to optimize sector and security selection, seeking to enhance returns while maintaining a risk-controlled approach. With a moderate yield and diversified portfolio, VPLS is positioned as a core bond allocation for investors seeking balance between income and credit risk. Continue reading

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Marcus Millo/iStock via Getty Images Highlights During the first quarter of 2026, the largest portfolio sector weightings were Information Technology and Consumer Discretionary. The largest sector overweight was Utilities and the largest sector underweight was Financials. The Information Technology and Financials sectors contributed to relative performance while Consumer Discretionary and Utilities were among sectors that detracted from relative performance. Market Environment U.S. equities endured a turbulent first quarter, with the S&P 500 Index declining 4.33% as two distinct forces converged to reshape the investment landscape. The period began with a sharp recalibration across the software industry, as the emergence of agentic artificial intelligence ( AI ) tools raised questions about the durability of traditional software business models. Investors moved swiftly to reprice companies most exposed to AI disruption, triggering a broad sell-off that weighed heavily on the technology-heavy corners of the market. The dislocation also spilled into private credit, where several firms with outsized exposure to software faced redemption pressures. Despite this turbulence, the underlying economy remained strong through the opening months of the year — consumers continued to spend, and expectations held firm for another quarter of solid earnings growth within the S&P 500 Index. The second, and more consequential, disruption arrived in late February with the outbreak of the U.S.–Iran conflict and the subsequent closure of the Strait of Hormuz — a critical chokepoint through which roughly 20% of the world's seaborne oil transits. The resulting supply shock sent crude prices surging past $100 per barrel for the first time in four years, injecting potential inflationary pressure into an economy the Federal Reserve (Fed) had been carefully guiding lower. Higher energy costs complicated the Fed's rate-cutting path; markets entered the quarter pricing in two rate cuts in 2026 b...

Key PointsTenable is a specialist in the exposure management segment of the cybersecurity industry.

赤柱蒙特梭利國際學校發生懷疑性侵事件，教育局表示非常關注。 涉事學童年僅4歲在赤柱蒙特梭利國際學校就讀。警方表示，上月接獲一名男子報案指兒子懷疑在學校被人非禮，西區刑事調查隊正跟進，暫時未有人被捕。 校方下午發聲明指一直配合警方調查，已翻查閉路電視片段，當日影像未有顯示發生任何不當行為，現階段亦未有證據顯示校內曾發生相關事件，或校內任何教職員涉及事件。 教育局表示已敦促學校嚴肅跟進事件，並須妥善回應家長關注，適時作出交代，局方會與學校保持聯繫，密切留意事態發展。

Kelt Exploration press release ( KEL:CA ): Q1 GAAP EPS of C$0.00. Revenue of C$168.1 million. More on Kelt Exploration Kelt Exploration Ltd. (KEL:CA) Shareholder/Analyst Call - Slideshow Kelt Exploration Ltd. (KEL:CA) Shareholder/Analyst Call Prepared Remarks Transcript Kelt Exploration Non-GAAP EPS of C$0.38, revenue of C$143.7M Historical earnings data for Kelt Exploration Financial information for Kelt Exploration

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Toronto police said this is the "first known instance" of an SMS blaster being used in Canada.

1個平台開發3款車型：寧德時代與Togg達成磐石底盤量產合作 香港財經時報HKBT

blackdovfx/E+ via Getty Images Tokenized real-world assets are gaining traction as investors shift focus from speculation to sustainable returns, with the market more than tripling to $19.3B by Q1 2026, Grvt CEO Hong Yea said in an interview with Seeking Alpha. “The driver is yield,” Yea said. “The onchain economy has matured past pure speculation.” He pointed to the rise of stablecoins, now a $320.8B market, as a key enabler of this shift. “What that ecosystem still lacks is sustainable, reliable yield,” he said, adding that tokenized treasuries and credit are helping fill that gap by offering returns “backed by real economic activity rather than token emissions.” Yea said this is unlocking idle capital in stablecoins such as USD Coin ( USDC-USD ) and Tether ( USDT-USD ). “Hundreds of billions sitting idle… can finally earn without leaving the chain,” he said. Commodities, particularly gold, are leading adoption as macro uncertainty drives demand for hedges. “Tokenized gold is simply the onchain expression of the same trade,” Yea said. “It trades almost like a stablecoin with macro upside.” The shift is also fueling what Yea described as “onchain macro” trading. “Traders want one venue to move between BTC, gold, oil, and equities without bridging across systems,” he said, noting activity across Bitcoin ( BTC-USD ) alongside commodity-linked assets. Derivatives are accelerating the trend. “Perps let traders express the same view with leverage… which is the higher utility instrument,” Yea said, as RWA perpetual volumes surpassed $500B in a single quarter. Grvt has processed nearly $289B in perpetual volume, with RWAs rapidly gaining share. “The point is not replacement. It is that one venue now serves both worlds,” he said. On risks, Yea flagged regulation and liquidity fragmentation. “If every issuer mints a different version of NVDA or gold, traders lose price discovery,” he said. Still, institutional participation is already emerging. “The participation is real, b...

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)

JHVEPhoto/iStock Editorial via Getty Images Shares of Marriott International ( MAR ) have been an excellent performer over the past year, gaining over 40% of their value. Its growing hotel count continues to drive franchise revenue growth while providing the steady cash flow that markets value especially highly. While there are concerns that higher energy prices could crimp travel demand, this is not yet apparent in results, though I am cautious, especially in Asia. I last covered Marriott in February, rating the stock a “hold” given valuation, and since then shares are flat, in keeping with the rating. With updated financials, now is a good time to revisit MAR. Seeking Alpha Q1 demand was strong, driving higher margins In the company’s first quarter , Marriott earned $2.72, which beat estimates by $0.17 as revenue grew 6% to $6.65 billion. Adjusted EPS was up 17%, thanks to continued margin expansion and the benefit of share repurchase. In the hotel industry, the most critical metric is RevPAR (revenue per available room), and MAR’s Q1 results was excellent, up 4.2% with the US gaining 4% and overseas up 4.6%. Asia was the standout at 7% while the Middle East obviously lagged given the war with RevPar down 1.9%. That will worsen meaningfully in Q2 given a full quarter impact. Overall though, demand for travel is strong, supporting both occupancy and pricing. Fee revenue grew 12% to $1.4 billion as MAR benefits from its larger hotel count and stronger revenue at those hotels. Within this, incentive fees increase 9% to $222 million, reflecting stronger hotel performance. Franchise and base management fees gained 13%, and its co-branded credit card has been an added source of growth as its Bonvoy loyalty program continues to gain in popularity. Over the past year, Marriott has grown its room count by 4.5%, helping to drive much of the fee revenue growth. Marriott now has 37 credit card partnerships across 13 countries, and revenue was up 37% from last year, putting th...

IDrive, a leading provider of cloud backup and storage solutions, today announced a major expansion of its cloud-to-cloud backup solution, adding new storage regions in India, Tokyo, Paris, South Korea, South America, and South Africa.

Gemth/iStock via Getty Images After the bell on Wednesday, we received first-quarter results from Beyond Meat ( BYND ). The plant-based meat company has seen its shares plunge in recent years due to ongoing revenue struggles, leading to large losses and cash burn. While the company was able to avoid bankruptcy in recent quarters, the latest results show that the ongoing turnaround is not going well. Previous coverage of the name The last time I looked at Beyond Meat was back in early April, after the company had announced Q4 results that were disappointing . Revenues came in towards the lower end of management's range, and Q1 guidance was less than stellar. Despite poor results, shares have jumped thanks to an overall surge in the market, climbing 45% since my prior coverage to Wednesday's close, compared to a 12% rise in the S&P 500. Q1 results and soft Q2 guidance For the quarter, Beyond Meat reported revenues of $58.2 million, matching reduced street estimates, and down 15.3% over the prior year period. While the company saw a 5.4% increase in net revenue per pound sold, total volumes were down 19.5%. Both U.S. and international foodservice segments saw more than 31% volume declines, while U.S. retail was also down nearly 15%. The Q1 revenue total was the lowest the company has reported in any quarter in several years. The company reported a gross profit of $2 million, or a 3.4% margin, compared to a nearly $7 million loss and -10.1% margin a year earlier. This year's period contained a $0.5 million charge related to the cessation of business activities in China. Likewise, operating losses came down significantly to $41.1 million, including a number of charges, but that still was an operating margin of negative 70.6%. On the bottom line, the net loss was more than halved to $28.5 million, which is still significant for this low revenue base. The big problem yet again was poor current-quarter guidance. For the June period, management is calling for revenues to be ...