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Morning Minute: CPI Comes In Hot; Stocks, Crypto Shrug

Yahoo 📅 05/13 19:43 GOOG.O
Hot CPI didn't stall markets for long, while the Clarity Act has already received 100 amendments ahead of tomorrow's markup.

Nvidia vs. AMD: The Better AI Chip Stock for 2026

Yahoo 📅 05/13 19:43 AMD.O
Nvidia and AMD have witnessed contrasting fortunes on the stock market this year, which is why one of them is available at a really attractive valuation.

Nvidia vs. AMD: The Better AI Chip Stock for 2026

Nasdaq 📅 05/13 19:43 NVDA.OAMD.O
Key PointsAMD stock has significantly outperformed Nvidia on the market in 2026, driven by accelerating growth and a robust revenue pipeline.

Nvidia vs. AMD: The Better AI Chip Stock for 2026 - Yahoo Finance

Google 📅 05/13 19:43 AMD.O
Nvidia vs. AMD: The Better AI Chip Stock for 2026 Yahoo Finance

澳洲放羊大叔引爆AI编程革命,Claude Code急推goal模式,不干完不许停

36kr 📅 05/13 19:42 AAPL.OMSFT.OAMZN.O
【导读】澳洲牧羊大叔随手写的三行bash,11天内被OpenAI、Anthropic和Hermes集体收编了。 一觉醒来,Claude Code又更新! 为了让Claude 持续工作直到任务完成,Claude Code最近推出的新功能:/goal 。 你只要设定条件,Claude不完成任务它绝不罢休! 用过AI编程工具的人都懂,这到底多重要! 你给Agent下了一个任务,它跑了三个回合,改了两个文...

AI chip stocks surge again as Nvidia’s Huang joins Trump on visit to China

Yahoo 📅 05/13 19:42 QCOM.O
Investing.com -- Shares in semiconductor, optical networking, and data storage companies have surged in premarket trading on Wednesday, driven by tightening global memory chip supply and a boost in sentiment as Nvidia Chief Executive Jensen Huang joined President Donald Trump on his visit to China.

词元经济的产业逻辑与演进方向

36kr 📅 05/13 19:42 700.HK
近年来,随着大语言模型的快速迭代,词元(Token)的调用成本近年来呈下降趋势,而同期全球词元消耗总量的增长远超价格降幅。成本下降与需求爆发同时发生,并非一次普通的技术降价周期,而是一个以词元为核心计价单位的新产业链正在加速形成的信号。与此同时,需求侧也在发生变化。当人工智能的使用方式从对话问答进入执行复杂任务的阶段,单次交互的词元消耗从数百增至数万乃至更高,早期的包月订阅模式难以持续,商业定价正...

《奔跑吧》,跑不动了

36kr 📅 05/13 19:42
一档已经播出十四季的综艺,还能不能 继续 站稳 “头部”? 这个问题的答案,在《奔跑吧》第十四季播出第三期之后,突然变得具体。这档曾经动辄破4%、长期占据综艺收视制高点的综艺节目,最新平均收视率仅 0.27% 。 而就在不久前的特别篇中,《奔跑吧》还曾拿到过接近1%的收视成绩,短视频传播也有不错表现。在缺乏强劲竞品的当下,短短几个月内,《奔跑吧》数据断崖式下滑,舆论快速反转,从“国民综艺”到创下收...

Nebius Stock Spikes After Earnings. The AI Neocloud Sees ‘Unprecedented Demand.’

Yahoo 📅 05/13 19:42 META.O
Shares of Nebius Group rose sharply Wednesday after the artificial-intelligence cloud provider reported better-than-expected quarterly results. Nebius stock jumped 14% in premarket trading. Shares have climbed 114% this year and nearly 400% over the last 12 months as of Tuesday’s closing bell.

泰嘉股份:控股股东拟减持公司不超3%股份

格隆汇 📅 05/13 19:41
格隆汇5月13日|泰嘉股份(002843.SZ)公告称,持股20.4%的控股股东长沙正元企业管理有限公司(简称“长沙正元”)计划以集中竞价方式和大宗交易方式共计减持公司股份不超过755.21万股,减持比例不超过公司总股本3%。公司实际控制人方鸿通过长沙正元间接持有公司20.4%股份。持股0.38%的董事、副总裁杨乾勋计划以大宗交易和/或集中竞价交易方式合计减持公司股份不超过23.63万股(占本公司...

直击泡泡玛特业绩会:Labubu流量退潮,海外面临“最大挑战”

36kr 📅 05/13 19:41
泡泡玛特昨晚(12日)公布2026年一季度业务状况。 公告显示,一季度整体收益(未经审核),较2025年第一季度同比增长75%至80%。从市场结构看,中国市场表现突出,国内收入同比增长100%至105%;亚太(指中国以外的其他亚洲及大洋洲国家和地区)同比增长25%至30%,美洲同比增长55%至60%,以及欧洲及其他地区同比增长60%至65%。 泡泡玛特一季度的增速与去年同期相比有所放缓,而且各地区...

最惨618,女购男装火了

36kr 📅 05/13 19:41
168cm,125斤,BMI指数22.1。林晓属于标准身材,却抱怨说总挑不到合身的女装。 今年五一,她提前两周,把小红书、淘宝、抖音的女装页面翻了个底儿朝天,手机屏幕都划到发烫。收藏夹里,四五十款连衣裙和十几套搭配好的官方穿搭,从299元的基础款到899元的“高端定制”。 林晓先后下18单,试穿几乎崩溃,最终只留1件,其余全退。L码连衣裙,拉链拉到胸口就窒息;阔腿裤自带鼓风效果,胯宽腿粗被无限放大...

OIO Group plans buyout of German automotive engineering platform

Seeking Alpha 📅 05/13 19:41
OIO Group ( OIO ) on Wednesday said it signed a term sheet for the proposed acquisition of a privately held German automotive engineering and production platform to boost its specialist vehicle capabilities in Europe. The proposed deal would give OIO access to engineering, prototype development, and low-volume manufacturing capabilities tied to performance and specialty vehicles, supporting the ro...

RWE AG reports Q1 results

Seeking Alpha 📅 05/13 19:41
RWE AG press release ( RWEOY ): Q1 Non-GAAP EPS of €0.85. Adjusted EBITDA for the first three months of 2026 increases by 25% to €1.6 billion Outlook for 2026 and dividend target of €1.32 per share confirmed. More on RWE AG RWE Aktiengesellschaft (RWEOY) Q4 2025 Earnings Call Transcript RWE Aktiengesellschaft (RWEOY) Q4 2025 Press Conference Call Transcript RWE Aktiengesellschaft 2025 Q4 - Results...

Boston Pizza Royalties Income Fund Q1 Income Advances

Nasdaq 📅 05/13 19:40
(RTTNews) - Boston Pizza Royalties Income Fund (BPF_UN.TO) released a profit for its first quarter that Increased, from last year

平治信息:目前公司算力总规模约2.69万PFLOPS

格隆汇 📅 05/13 19:40
格隆汇5月13日|平治信息董事长、总经理郭庆在今天下午举行的业绩说明会上表示,截至目前,公司算力总规模(包含正在交付中的订单)约为2.69万PFLOPS,公司累计算力订单超40亿元。公司计划将杭州蓝胖子物流产业有限公司持有的房产用于公司算力业务研发、销售总部以及算力调度中心。

Nigel Farage faces inquiry over £5m gift from crypto billionaire

The Guardian 📅 05/13 19:40
Watchdog to examine whether Reform UK leader should have declared donation received before entering parliament Nigel Farage is facing a formal investigation by the parliamentary standards watchdog over a £5m gift from the crypto billionaire Christopher Harborne. The Reform UK leader received the money weeks before announcing he would stand as a candidate in the 2024 general election. Continue read...

Czech police hunt thief who stole 800-year-old skull of saint from church

The Guardian 📅 05/13 19:40
Suspect was seen on fuzzy security photo running between benches of church carrying skull, police say Czech police are hunting a thief who snatched the 800-year-old skull of a saint from a display box in a church and ran away with the relic. A fuzzy security camera photo released late on Tuesday appeared to show a figure dressed in black carrying what police said was the skull of Saint Zdislava of...

A U.S. push into the drones industry will drive big gains for this components maker, says Roth

CNBC 📅 05/13 19:40
Unusual Machines will continue to surge as the U.S. deepens its domestic drone push, according to Roth Capital Partners. The investment firm initiated coverage of the drone components maker with a buy rating. It set a $25 price target on shares, implying 77% upside from Tuesday's close. "The U.S. drone components market benefits from strong regulatory support forcing the establishment of a domesti...

乌克兰情报部门:俄罗斯对乌境内关键基础设施发动大规模持续空袭

新浪 📅 05/13 19:40
当地时间5月13日,乌克兰国防部情报总局(HUR)发布声明称,俄罗斯当天对乌境内关键基础设施及核心服务设施发动了大规模空袭。乌方预测,此次袭击规模大且持续时间可能较长。 乌克兰总统泽连斯基此前已发布紧急预警,称多轮无人机袭击可能贯穿全天。据乌方监测数据,已有超过100架无人机进入乌克兰领空。 乌情报总局指出,在首轮攻击波次中,俄方通过出动大量无人机意图瘫痪乌方防空系统。根据研判,俄方随后将动用大量...

Anthropic Eyes $30B Raise At $900B Valuation As UBS Says Claude Is "Gaining Ground"

Zero Hedge 📅 05/13 19:40 MSFT.ONVDA.OTSLA.O
Anthropic Eyes $30B Raise At $900B Valuation As UBS Says Claude Is "Gaining Ground" AI is still where the money is flowing... A Bloomberg report late Tuesday revealed that Anthropic, the maker of Claude, is in early discussions with investors to raise at least $30 billion at an eye-popping valuation of nearly $900 billion. Clearly, this could become the largest funding round to date for founder Da...

Rent the Runway co-founder Jennifer Hyman to step down as CEO

Seeking Alpha 📅 05/13 19:39
Liudmila Chernetska/iStock via Getty Images Rent the Runway ( RENT ) said co-founder Jennifer Hyman will step down as CEO, president, and board member effective May 15, 2026. She will remain an advisor through January 2027 to support the transition. Board member and former Nordstrom executive Teri Bariquit has been named interim CEO and president while the company searches for a permanent chief ex...

BofA Securities Maintains Micron Technology(MU.US) With Buy Rating, Raises Target Price to $950 - Moomoo

Google 📅 05/13 19:39 MU.O
BofA Securities Maintains Micron Technology(MU.US) With Buy Rating, Raises Target Price to $950 Moomoo

阿里电话会:预计未来一年 阿里云AI收入在外部商业化收入中的占比将突破50%

格隆汇 📅 05/13 19:39 9988.HK
格隆汇5月13日|今日在2026财年Q4财报分析师电话会上,阿里巴巴表示,本季度AI相关产品收入占阿里云外部商业化收入的比例首破30%,AI业务年化收入突破358亿元。预计未来一年,AI相关产品收入在外部商业化收入中的占比将突破50%,成为阿里云收入增长的主要引擎。

美银全球研究上调2030年全球AI数据中心系统总可触达市场预测至约1.7万亿美元

格隆汇 📅 05/13 19:39
格隆汇5月13日|美银全球研究部将2030年全球人工智能数据中心系统总可触达市场(TAM)预测从先前的约1.4万亿美元上调至约1.7万亿美元。

AMD Stock Spearheads a Semiconductor Rally as Global AI Chip Fever Obliterates Market Lull - TipRanks

Google 📅 05/13 19:39 AMD.O
AMD Stock Spearheads a Semiconductor Rally as Global AI Chip Fever Obliterates Market Lull TipRanks

Versor Investments LP Makes New $810,000 Investment in Oracle Corporation $ORCL - MarketBeat

Google 📅 05/13 19:39 ORCL.O
Versor Investments LP Makes New $810,000 Investment in Oracle Corporation $ORCL MarketBeat

Sempra: Oncor's 127 GW Pipeline Could Redefine Its Earnings Power

Seeking Alpha 📅 05/13 19:39
Michael Vi/iStock Editorial via Getty Images Background Sempra ( SRE ) is a North American utility holding company that has its regulated utility operations in California and Texas. Its Texas exposure is Oncor, the largest electric transmission and distribution utility in Texas. SRE owns an 80.25% interest. This stake matters because Oncor gives Sempra direct exposure to Texas load growth, grid ex...

Standards watchdog launches probe into £5m Farage gift

BBC News 📅 05/13 19:38
Parliamentary Standards Commissioner has decided to begin an inquiry into Reform leader Nigel Farage, the BBC understands.

Trump Heads to China, SoftBank Profit Jumps on OpenAI Bet | The Opening Trade 5/13/2026

Bloomberg 📅 05/13 19:38 MSFT.O
Trade negotiators led by US Treasury Secretary Scott Bessent and China’s Vice Premier He Lifeng held talks in Seoul to prepare for this week’s summit between the leaders of the world’s two biggest economies. The outcome of their meeting on Wednesday will set the stage for Donald Trump’s summit with his Chinese counterpart, Xi Jinping, on May 13-15 — the first visit by a US president to Beijing in ...
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