阿基米德曾说：“给我一个支点，我就能撬动地球。” 两千多年过去，没有人真的撬动了这颗星球。但一代又一代的探索者，用一生追光找到了一个又一个“创造的支点”，撬动了未来，改变了世界。 5月23日，第二十六个全国科技活动周即将来临之际，“科学大讲堂”第三季——2026“科学大讲堂·创造的支点”全民科普互动宣传活动在成都启幕。来自桥梁工程、高能物理、射电天文、载人航天、清洁能源、极地探索等领域的6位嘉宾齐聚成都科幻馆，用6场沉浸式公益科普演讲，回答同一个命题：那些改变世界的创造，真正的“支点”究竟是什么？ 这是继2025年“科学大讲堂·我们的答案”“科学大讲堂·未来的种子”之后，“科学大讲堂”活动第三次在成都开讲，也是“科学大讲堂”首次与国家级科普公益项目“2026科学追光计划”深度合作。 活动吸引了来自全国各地的科技爱好者、广大中小学生以及市民以线上线下的形式共同参与。截至活动结束，多个直播平台观看总人次超过千万。 科学精神，如万千星火在成都燎原；追光求索，成都就是万千梦想的支点。 科学“顶流”齐聚成都 六场演讲拆解科学创造的密码 一座桥，炸毁于建成通车89天后，却始终屹立在无数人心中；一束光，捕捉于海拔4410米的高原，讲述着宇宙诞生之初的秘密；一口“锅”，藏在贵州群山深处，聆听137亿光年外的宇宙低语；一段电波，穿越飞船返回途中的“黑障区”，在天地间守护中国航天的生命线；一个氢原子，从电流中裂变而出，撬动“双碳”时代的绿色未来；一群人，在零下40℃的南极接力守护，只为读懂地球历经百万年写下的日记……在不同的时代，不同的战线，一代代探索者以科学求索精神作为共同的支点，把个人的奋斗汇聚成撬动科技创新的磅礴力量。 23日下午，在成都科幻馆雨果厅，茅以升先生后人，北京茅以升科技教育基金会青年工程师委员会（筹）副秘书长，茅以升公益桥志愿者茅亚涵；中国科学院院士，中国科学院高能物理研究所研究员，国家重大科技基础设施高海拔宇宙线观测站（LHAASO）首席科学家、运行总负责人，天府宇宙线研究中心主任曹臻；中国科学院国家天文台副台长，“中国天眼”（FAST）运行和发展中心主任、总工程师姜鹏；研究员，航天应用与测控专家，国家科技进步奖特等奖、“中国载人航天工程突出贡献者”奖章获得者王朋；国家特聘专家，德国国家工程院院士，西南石油大学碳中和首席科学家，天府永兴实验室首席科学家雷宪章；中国气...

Uganda confirmed three new Ebola cases, including a health worker and a driver linked to the country’s first known infection, as authorities race to contain the outbreak. Bloomberg News Senior Editor Jason Gale joined David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)

While most of the biggest artificial intelligence (AI) hyperscalers have seen their stocks weighed down by massive spending plans for 2026, many AI infrastructure companies supplying key equipment for new data centers have seen their stock prices soar over the past year. That includes Ciena (CIEN 0.59%), which sells high-speed networking systems. The company's stock is up 609% over the past year, driven by strong demand for its optical networking products. But after its incredible run, investors may be wondering if it's too late to buy the stock. A long runway of strong revenue growth Ciena is a leading innovator in long-haul data networking equipment. Its products play a key role in fiber networks laid by telecom companies, increasing and speeding up data transferred across their networks. Nearly half of its revenue still comes from telecom customers, but a growing share comes from U.S. hyperscalers as they build out networks of AI data centers with massive data-transfer needs. Ciena provides products and systems that allow hyperscalers to connect data centers to one another as well as connect servers to other servers within the same data center. While the latter is seeing reasonable growth, Ciena's products don't stand out against the competition. The former category is where it has built a considerable technology lead and faces limited competition. And the growing number of AI data centers has been a massive boon. Ciena offers best-in-class long-distance optical networking equipment. It's historically first to market with new speed standards; the latest is its 1.6 terabit-per-second product, introduced in 2024. That technology lead is bolstered by its highly focused R&D budget, which historically accounts for about one-fifth or one-quarter of its revenue. Expand NYSE : CIEN Ciena Today's Change ( -0.59 %) $ -3.49 Current Price $ 583.74 Key Data Points Market Cap $83B Day's Range $ 574.03 - $ 599.50 52wk Range $ 70.77 - $ 599.50 Volume 1.6M Avg Vol 2.7M Gross Marg...

Key Points As hyperscalers build out more data centers, this company provides key technology for data transmission. Its superior technology can provide significant cost savings for data center operators at scale. As a result, revenue is accelerating, and profit margins are expanding. 10 stocks we like better than Ciena › While most of the biggest artificial intelligence (AI) hyperscalers have seen their stocks weighed down by massive spending plans for 2026, many AI infrastructure companies supplying key equipment for new data centers have seen their stock prices soar over the past year. That includes Ciena (NYSE: CIEN), which sells high-speed networking systems. The company's stock is up 609% over the past year, driven by strong demand for its optical networking products. But after its incredible run, investors may be wondering if it's too late to buy the stock. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A long runway of strong revenue growth Ciena is a leading innovator in long-haul data networking equipment. Its products play a key role in fiber networks laid by telecom companies, increasing and speeding up data transferred across their networks. Nearly half of its revenue still comes from telecom customers, but a growing share comes from U.S. hyperscalers as they build out networks of AI data centers with massive data-transfer needs. Ciena provides products and systems that allow hyperscalers to connect data centers to one another as well as connect servers to other servers within the same data center. While the latter is seeing reasonable growth, Ciena's products don't stand out against the competition. The former category is where it has built a considerable technology lead and faces limited competition. And the growing number of AI data centers has been a massive boon. Ciena offers bes...

Joe Hendrickson/iStock Editorial via Getty Images It's been a while since I last covered SoFi Technologies ( SOFI ), one of my highest conviction long positions that I've rated a 'Strong Buy' since I first started covering the stock in August of 2024. Since my initial coverage, the stock is up nearly 160%, dwarfing the total return of the S&P 500 and proving the strength and resilience of the underlying business: Seeking Alpha As I see it, SoFi is an exceptionally managed consumer bank with an expanding product flywheel, minimal balance sheet risk, and strong growth prospects. While critics have pointed to the company's premium valuation and lagging third-party technology segment, I feel as though I see the business for what it is: the first truly all-in-one financial platform, where users can bank, draw credit, invest, insure, and much more, all in the same place, with minimal fees and a tech-first platform. The company's recent earnings report underscores this belief, with significant top-line growth ongoing and the company's 10th consecutive profitable quarter on the books. Despite all this, the stock is down roughly 50% from highs as a short report by Muddy Waters has alleged misstated financials that could materially impact the company's historical results. SoFi has denied these allegations and said that they may take legal action against Muddy Waters as a result. That said, frankly, I don't really care whether or not Muddy Waters is correct. Sure, misstated financials are a serious problem, but the longer-term growth opportunity here is very real, the product velocity and flywheel continues to churn, and the bank's exceptional efficiency should remain a core strength well into the future. Now trading at roughly half the valuation it was just a few short months ago, I view shares of SoFi - at the current price - as a serious opportunity for investors to jump aboard its long-tail, high-margin growth story. Today, I'll outline developments with SoFi since my last...

In this article ELF Follow your favorite stocks CREATE FREE ACCOUNT Miodrag Ignjatovic | E+ | David Paul Morris | Bloomberg | Getty Images U.S. consumers will shell out more for everything from fuel to hot dogs and hamburgers heading into Memorial Day weekend as the Iran War reignites inflation. Total inflation for shoppers rose 3.8% in April from the same month a year ago, the highest annual rate since 2023, according to federal government data released this month. Prices for travel, recreation and food saw especially sharp increases, draining Americans' wallets as they ring in the unofficial start of summer. "They're not going to be happy about what they see," said Stephen Juneau, senior U.S. economist at Bank of America. "There will be a lot of grumbling this weekend when people are driving and in the airports, or are going to the store to stock up." Consumer sentiment officially came in at its lowest level on record in May, according to survey data from the University of Michigan released Friday. The outlook was battered in part by spiking oil prices amid the Middle East war, which is almost three months old. E.l.f. Beauty announced Wednesday that it was rolling back some price increases , saying its consumers were "suffering" from elevated fuel costs. McDonald's CEO Chris Kempczinski warned earlier this month that the fast food chain faced a "challenging environment" as inflationary pressures mount. Here's some of the areas where Americans will pay more over the holiday weekend: Food Miami Beach, Florida, Publix grocery store, hot dogs sausage sausages packages, Nathan's Hebrew National display. Jeff Greenberg | Universal Images Group | Getty Images Summer barbecues will be more costly this year as cattle herds shrink and fertilizer costs jump. Ground beef and steaks are up as much as 16% compared with 2025. Frankfurters cost nearly 11% more than a year ago. Tomatoes run shoppers close to 40% more, while lettuce is up about 8% over the same period. Toppings suc...

《科创板日报》5月23日讯（记者 史士云） 近日，苏州信诺维医药科技股份有限公司（以下简称“信诺维”） 回复了上交所下发的首轮审核问询。 回顾信诺维上市进程，其科创板IPO申请于2025年12月22日获得受理，采用第五套上市标准，2026年1月9日，上交所下发了首轮审核问询，今年3月，曾因更新财务数据而中止审核，5月18日，信诺维更新披露了首轮问询回复。 此次科创板IPO， 信诺维拟募集资金不超29.4亿元，将投向新药研发项目及补充流动资金 ，拟分别投入募资额23.4亿元、6亿元。 ▌ 首款产品预计将于今年获批 信诺维成立于2017年，是一家以创新药研发为核心 驱动力 的生物医药公司。 目前，信诺维已形成“1+3+N”的创新药管线梯队，即已有1个产品处于报产阶段，3个产品处于临床三期开发阶段，还有N个早期管线。 招股书显示，信诺维的在研管线覆盖抗肿瘤、抗感染等多个重大疾病领域，其中， 抗感染领域的注射用亚胺西福是该公司目前最接近商业化上市的产品 ，其NDA已于2025年7月获得CDE受理，申报适应症拟用于治疗革兰阴性菌引起的医院获得性细菌性肺炎（HABP）和呼吸机相关性细菌性肺炎（VABP）， 预计2026年可实现获批上市。 与此同时，抗肿瘤领域三款核心产品XNW5004、XNW27011以及XNW28012均已处于III期或关键性临床研究阶段。 在上交所的首轮问询中，首先聚焦于其核心产品的现有开发适应症的主要考虑因素、对应适应症潜在目标患者数量和临床需求情况、目标适应症的市场空间测算等。 以其目前开发适应症最多的XNW5004为例，该产品是由信诺维自研的一款EZH2小分子抑制剂，注册分类为化学药品1类，目前开发的适应症包括复发/难治性外周T细胞淋巴瘤（r/r PTCL）、复发或难治性滤泡性淋巴瘤（r/r FL）、以及转移性去势抵抗性前列腺癌（mCRPC）。 信诺维在回复函中称，将上述三个适应症作为XNW5004的主要适应症方向，主要基于这些适应症中EZH2抑制剂具有明确生物学机制、转化医学证据充分且临床未满足需求迫切，公司期望集中资源快速推进临床开发，尽早实现产品商业化并惠及患者。 在XNW5004开发适应症对应的潜在目标患者数量上，信诺维在回复函中进行了分别测算 ，其中： XNW5004联合CHOP/CHOEP方案治疗初治PTCL适应症，2027至2030年对应...

Two-time 200m world champion Shericka Jackson produced a dominant display to win the 200m Diamond League event in Xiamen. Jackson smashed the meeting record and narrowly missed out on the world lead by 0.01 seconds, finishing with a time of 21.87 seconds to claim the victory. The Jamaican led from the off and showed her strength on the bend to pull away. Shaunae Miller-Uibo (22.04) and Anavia Battle (22.29) both produced season's bests to claim second and third respectively but neither looked like troubling Jackson. The 2023 world 100m champion, Sha'Carri Richardson, also produced a season's best, crossing the line in fourth with a time of 22.38 seconds. Amy Hunt, Great Britain's 200m world silver medallist, finished seventh in the field of nine. Elsewhere on Saturday in Xiamen, 18-year-old Chinese athlete Yan Ziyi threw the second furthest distance of all time in the women's javelin event. At the age of 17, Yan landed the world junior record and now breaks the Diamond League record, the Asian record and the world under-20 record with one fantastic throw.

Getty Images Things haven’t gone to plan for Cameron and Tyler Winklevoss-founded cryptocurrency exchange/custodian Gemini Space Station, Inc. ( GEMI ) since its IPO late last year. Since I last outlined the downside risks , from governance to execution, the stock has only continued to drift lower. So much so that at one point, GEMI was priced at “one-sixth of the value of that company that IPO'd.” Data by YCharts Cue a surprise $100m “strategic investment” announcement by the Winklevoss twins at Gemini’s recent earnings release, which drove a big rally in the shares. As I said in my prior coverage, extreme bearish sentiment, like we’ve seen on GEMI since its IPO, can make for explosive turnarounds. So, following the capital injection from Winklevoss Capital (WCF), at a premium of $14/share no less, it’s worth taking a re-look at the investment case. Data by YCharts A Closer Look at the WCF Boost 1. A Uniquely Accretive $100 Million Placement The key headline from Gemini’s recent Q1 2026 report was a $100m bitcoin raise. The big surprise, though, was the terms of the WCF placement at a premium $14 per share – ~2.6x where the stock traded pre-earnings. In return for the 1.3k bitcoins put up, WCF gets ~7.1m Class A shares (these are separate from the Class B shares owned by the twins, which come with 10:1 voting rights). Gemini Post-money, the 7.1m share issuance means that Gemini’s total Class A shares outstanding expands to ~51.3m shares; meanwhile, Class B remains at ~75.1m. In total, Gemini’s total shares outstanding rise of ~126.4m. (‘Millions) Pre-Money Shares Issued Post-Money Class A 44.2 7.1 51.3 (+) Class B 75.1 75.1 = Total 119.3 126.4 Click to enlarge Source: Gemini. Ordinarily, adding ~6% to the share base would be dilutive; because these shares were issued at such a big premium, though, the placement ends up being per-share accretive instead. Why the big premium? Per Cameron (Co-founder and President) on the call , the rationale here is twofold – 1) that...

Olivier Le Moal/iStock via Getty Images Introduction We have had a roller-coaster ride in the last few months. Due to the events in the Middle East and their impact on energy prices, the stock market took a nosedive back in March. However, the recovery was very quick and furious. The market not only crossed the SPX7000 level but then kept going up on the back of a strong rally in semiconductors and AI stocks. The peace in the Middle East is still elusive, and oil prices are still too high for anyone's comfort. The euphoria over President Trump's visit to China is over, as nothing concrete appears to have come out. For all of the above reasons and some more, the market is seeing some resistance now, and that's why we are seeing some decline. A lot depends on how the events turn out in the near term and on the energy prices in the short to medium term. How the Fed acts in the coming months will be interesting to watch, especially with Kevin Warsh set to take charge as the Fed Chair. You can see the current odds of the Fed's next rate cut here on the CME FedWatchTool website. All that being said, buying the best of the income investments regularly in small quantities is the key. As always, investors have to tread carefully amid all the uncertainties. Why CEFs? The broader market, as represented by the S&P500, provides a dismal level of yield of less than 1.10%. Income investors and retirees can't survive on that level of income unless they have a very large pool of capital. Also, the method of raising income by selling shares is generally very stressful and full of pitfalls, and that's why it is not recommended. Alternatively, one can find solid blue-chip individual dividend stocks that pay much higher dividends than the S&P 500. They can also provide market-matching growth on a longer-term basis. To identify such stocks, we also publish a monthly article on the '5 Best DGI stocks'. You can find the most recent one here. However, with CEFs, we can take the income to th...

Panuwat Dangsungnoen/iStock via Getty Images Being bullish right now feels somewhat contrarian again. At least, that's what the latest AAII sentiment survey data suggests. AAII Sentiment Survey Here is what I find interesting about this survey. There seems to be a lag for sentiment to catch up with the markets. For example, the table above shows that bearishness was still dominant between the April 1 and April 15 data points, even though the market had already started to move off the March 30 lows: Guidance Terminal By April 15, the SPY was already up double digits. However, with this example, I am not saying the setup today is clean. In fact, this week, the main thing keeping me from getting too comfortable in my sleep is the long end of the U.S. Treasury curve. Overall, I see a large disconnect between the 2-year yield, which is currently sitting around 4.09%, while the Fed funds rate remains in the 3.50% to 3.75% range. How is new Fed Chair Kevin Warsh going to build a rate cut case with the 2-year yield over 4%? This is why I am now paying close attention (again) to the geopolitical side of the story. To be clear, I haven't checked the news on the Middle East conflict lately, as I've been busy researching and buying AI bottleneck themes. However, I do not believe the timing of President Trump’s comments about U.S.-Iran negotiations being in the “final stages” was at a random point in time. In this piece, I discuss why and what I am doing about it. What's Keeping Me Up at Night Lately By far, the No. 1 factor I’m closely monitoring right now is the long end of the U.S. Treasury curve. Earlier this week, the U.S. 30-year Treasury yield rose to about 5.18%, the highest in 19 years! To my relief, it has declined to 5.08% since last Tuesday, but I'm not sure if the peak is behind us. Why? Well, from a technical perspective, the chart looks anything but encouraging, with a clear uptrend since the 2020 lows. Seeking Alpha | US 30Y Treasury Yield The chart that really m...

“An ongoing culture war”: AI is driving up the cost of key gaming components as Big Tech leaves the gaming industry, once an inseparable ally, in the dust.

I think the Vanguard Information Technology ETF (NYSEARCA: VGT) is the poster child for why investors should let winners run. If you were able to hold this ETF through the sizable volatility that comes with a concentrated technology sector investment, you would have earned a 24.09% annualized return over the trailing 10 years. The ETF ... Vanguard’s 8-for-1 Split Made VGT Look Cheaper. For Retirees Sitting on Decades of Tech Gains, the Passive Income Math Just Got More Interesting.

法国禁止以色列国家安全部长入境 2026-05-23 20:28:09 来源： 同花顺7x24快讯 分享 法国外交部长巴罗23日在社交媒体发文说，自即日起，以色列国家安全部长本-格维尔被禁止进入法国领土。巴罗还呼吁欧盟也对本-格维尔采取制裁措施。(新华社)

koto_feja/E+ via Getty Images Investment Thesis The US government announced a landmark $2B sovereign funding scheme that will see the US Commerce Dept. invest $2B worth of grants and equity throughout America’s quantum computing industry. The news, confirmed by the DoC (US Commerce Dept.) via NIST (National Institute of Standards and Technology), a non-regulatory federal agency within the DoC, serves as one of the single biggest catalysts for America’s quantum computing industry. The US DoC’s $2B venture fund will be distributed among 9 American companies in exchange for equity. 7 of 9 beneficiaries are pure-play quantum computing companies that solely operate in the quantum computing ecosystem. Rigetti Computing ( RGTI ) and D-Wave Quantum ( QBTS ) are two of the pure-play beneficiaries of the US DoC’s $2B quantum venture grant. Of the two companies, I believe D-Wave Computing’s shares look relatively more appealing than Rigetti Computing’s. I maintain my Buy rating on D-Wave Computing while also maintaining my Hold rating on Rigetti Computing. What Uncle Sam’s $2B Investment Means For Quantum? The news about the US govt.’s sovereign investment into the quantum ecosystem was first reported by the WSJ and later confirmed by the NIST agency . After reading the NIST’s official announcement, I concluded that the US Govt. has three broad-based objectives it aims to achieve by investing in America’s quantum industry. I borrowed excerpts from the announcement that I believe are quite self-explanatory: to accelerate solving the most critical technology challenges in the race to develop utility scale, fault-tolerant quantum computers. to strengthening American leadership in emerging technologies by investing directly in advanced manufacturing, research, and microelectronics innovation. In my opinion, these investments signal to just about every global stakeholder in emerging and breakthrough technologies that the US govt. is seriously looking at America’s quantum industry a...

Bloomberg News White House Correspondent Kate Sullivan joined David Gura and Christina Ruffini on Bloomberg This Weekend to discuss the most recent updates on Iran, including President Trump canceling his weekend plans to stay in DC. (Source: Bloomberg)

格隆汇5月23日｜丹麦看守首相弗雷德里克森：将于周日开始下一轮联盟谈判。

In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT Jensen Huang, chief executive officer of Nvidia Corp., speaks during a Bloomberg Television interview on the sidelines of the Dell Technologies World Annual Convention event in Las Vegas, Nevada, US, on Monday, May 18, 2026. Photographer: Ian Maule/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Nvidia CEO Jensen Huang said on Saturday that his forecast of a $200 billion market for CPUs includes China, signaling Nvidia still sees significant long-term demand in the market amid ongoing U.S.-China technology tensions. Central processing units have taken center stage as companies and businesses gravitate towards agentic AI — systems that perform autonomous functions — broadening demand beyond graphics processing units, or GPUs, that are used to train large models. Huang on Wednesday aimed to assure investors that the world's most valuable company can keep up its blockbuster growth with the help of a broad base of customers and that new products will help it beat the $1 trillion in sales it has forecast for its flagship AI chips. During an earnings call on Wednesday, Huang said Nvidia's new "Vera" central processors give it access to a new $200 billion market. Speaking to reporters upon arrival in Taipei on Saturday and asked if that forecast included China, he said: "I would think so." H200 chips Nvidia has received licenses from the U.S. government to sell its H200 chips but has not received approval from Chinese officials who are fostering China's own chip suppliers. U.S. President Donald Trump's talks with Chinese President Xi Jinping in Beijing this month produced no immediate breakthrough for Nvidia to sell H200 chips. Huang was also there as part of the U.S. delegation. Reuters reported last week that the U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200, but not a single delivery has been made so far. "H200 has been licensed to ship ...

炸魚薯條是英國傳統美食，但當地的炸魚薯條店近年經營壓力不斷增加。有店主為了留住食客，想盡辦法控制成本、降低售價。 金黃酥脆的炸漿包裹鮮嫩魚肉，配上即炸的薯條就成為英國最具代表性的傳統美食炸魚薯條。不過這份「國民美食」如今價格越來越不「親民」。 倫敦這間炸魚薯條店2011年開業時，一份炸黑線鱈配薯條只售約6英鎊，折合約63港元，現在一份套餐售價高達逾15英鎊，即約165港元。 有顧客稱若再加價，可能不再來吃。 一名炸魚薯條店常客稱︰「如果超過20英鎊，那我就不來了，因為如果只有一個人吃還好，但如果你有兩三個孩子和一個老婆，那可是一筆不小的開銷。」 老闆就表示，自俄烏戰事爆發後，能源價格上漲，令他經營成本急增，但每次加價又會流失客人，正經歷前所未有的壓力。 炸魚薯條店創辦人卡魯拉指出︰「眾所周知自俄烏戰爭以來物價飛漲，我們的天然氣和電費比以前貴約三倍，我們不能把所有成本都轉嫁給顧客，我們必須自己承擔一部分成本，否則我們很容易就能提高價格，然而每次提價，我們都會失去顧客。」 炸魚薯條的主要食材價格亦飆升。為了保護海洋生態，巴倫支海鱈魚捕撈配額大幅縮減，從2019年100萬公噸，降至今年28.5萬公噸，供應緊張令鱈魚價格上漲。 為了留住顧客，不少店舖作出調整，除了傳統鱈魚和黑線鱈外，這間炸魚薯條店還會選用價格相對便宜的魚，又推出分量較小的套餐，以降成本、避免售價太貴。 英國炸魚薯條行業協會表示，由於經營壓力不斷增加，全國炸魚薯條店近年已從逾3萬間，銳減到9,000間。英國政府表示，明白大眾對炸魚薯條店的重視，承諾啟動紓困方案，保住這個「國寶級」美食。

Source: Bloomberg, 0:00

Octavio Parra/iStock Editorial via Getty Images Summary I believe Pop Mart ( POPMF ) is a one-hit wonder with the Labubu character and the consumer craze for this figurine has already peaked in summer 2025. Falling prices in the secondary market for the figurine, a collapse in online searches for Labubu and most importantly slowing revenue lead me to believe the stock has further room to fall with no catalysts. Given that EBITDA forecasts are only calling for mid-teens growth over the next three years, following triple-digit growth in 2025, optimism is not high that the company can return to its previous periods of explosive growth even as Pop Mart tries to diversify into other IP and into other businesses such as movies and theme parks. I have a SELL rating on the stock. Company background Pop Mart International is listed in Hong Kong under ticker 9992 and in the US OTC under code POPMF. Pop Mart produces designer figurines that are sold in blind boxes where the specific toy is not revealed until the box is opened. The products were initially first sold in China but have since then branched out globally. In the US, each box sells for about $20 . The figurines are sold in stand-alone stores, pop-up stores, and vending machines. As of the end of 2025, Pop Mart operated 630 stores globally in addition to having an online outlet. Popular Pop Mart characters are designed by very select artists and such characters include Molly, Dimoo and Labubu. The Labubu character is the primary driver of sales. In addition to self-developed characters and IP, Pop Mart collaborates with other studios such as Disney and Warner Brothers to create crossover character figurines. Outside of toys, the company is expanding into other products such as movies based on company IP, plushies, larger sized toys, accessories and home furnishings. Labubu (Pop Mart) Labubu (Pop Mart) Harry Potter cross over (Pop Mart) Pop Mart's share price surged in 2025 by 2.3x due to the rising popularity of its d...

Key Points ServiceNow stock has tumbled off its highs over fears of competition from AI. The sell-off comes as the company's Now Assist AI product is seeing rapid adoption. ServiceNow processes 7 trillion transactions annually, underscoring a valuable edge in data. 10 stocks we like better than ServiceNow › ServiceNow (NYSE: NOW) has been one of the hardest-hit names in this year's rotation out of software. Shares are down about 60% from their prior highs as investors worry that artificial intelligence (AI) could disrupt enterprise software. But the company's first-quarter results were solid, and management continues to frame ServiceNow as the operating system that will control, secure, and monitor AI agents. While there are uncertainties about the long-term impact of AI on the software market, I think Wall Street is likely underestimating ServiceNow's value to enterprises. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Demand for ServiceNow's AI product is growing rapidly There's no mistaking ServiceNow's momentum heading into 2026. In the first quarter, subscription revenue grew 19% year over year to nearly $3.7 billion on a constant-currency basis. That beat expectations and led management to raise its full-year outlook. ServiceNow now expects full-year subscription revenue (adjusted for currency changes) to increase 20.5% to 21%. These strong results partly reflect the demand for Now Assist. The company's flagship AI product is generating $1 billion in annual revenue and is on track to reach $1.5 billion by year-end. That growth matters because it speaks to ServiceNow's competitive position. Now Assist is being integrated into ServiceNow's automation engine, Action Fabric, effectively turning Now Assist into the AI brain behind tasks across the platform. In 2025, 91% of net new annual contrac...

Image source: The Motley Fool. Thursday, May 14, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Scott Pomeroy Chief Financial Officer — Brooke Turk Chief Executive Officer, DroneNerds — Jeremy Schneiderman Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue Guidance -- Management expects full-year sales of approximately $160 million or greater, representing what they state is a meaningful step up due to the full inclusion of DroneNerds' operations. -- Management expects full-year sales of approximately $160 million or greater, representing what they state is a meaningful step up due to the full inclusion of DroneNerds' operations. Gross Margin Projection -- Company projects gross margins for the year in the 19%-21% range, explicitly guiding for margin expansion alongside revenue growth. -- Company projects gross margins for the year in the 19%-21% range, explicitly guiding for margin expansion alongside revenue growth. EBITDA Margin Expectation -- EBITDA margins are projected between 9%-10% for the year, with management indicating further improvement as the year progresses. -- EBITDA margins are projected between 9%-10% for the year, with management indicating further improvement as the year progresses. Cash Position -- Ended the reporting period with $15.2 million in unrestricted cash and cash equivalents, providing liquidity alongside undrawn capacity on a $20 million asset-based lending facility. -- Ended the reporting period with $15.2 million in unrestricted cash and cash equivalents, providing liquidity alongside undrawn capacity on a $20 million asset-based lending facility. Asset-Based Lending Usage -- Company drew $4.8 million on a $20 million JPMorgan facility, with over $8 million in borrowing base remaining. -- Company drew $4.8 million on a $20 million JPMorgan facility, with over $8 million in borrowing base remaining. EBITDA Improvement -- CFO Turk reported negative EBITDA improved from negative $10 mil...

Brandon Bell/Getty Images News Less than a month before its initial public offering, SpaceX ( SPCX ) launched the largest and most powerful rocket in history in a largely successful test flight that continued halfway across the globe in an hour-long journey on Friday. The redesigned mega rocket made its debut two days after SpaceX CEO Elon Musk announced he’s taking the company public next month. It blasted off from the southern tip of Texas, carrying 20 mock Starlink satellites that were released midway through the hourlong spaceflight that stretched halfway around the world. The spacecraft reached its final destination—the Indian Ocean—despite some engine trouble, before erupting in flames upon impact. That last part was not unexpected, according to SpaceX. Musk called it “an epic” launch and landing. “You scored a goal for humanity,” he told his team via X. It’s the 12th test flight of the rocket that Musk is building to get people to Mars one day. But first comes the moon and NASA’s Artemis program. NASA Administrator Jared Isaacman flew in for the launch, saying Starship is now one step closer to the moon. The last of the old space-skimming Starships lifted off in October. SpaceX’s third-generation Starship — a souped-up version dubbed V3 — soared from a brand-new launch pad at Starbase, near the Mexican border. Last-minute pad issues thwarted Thursday evening's launch attempt. SpaceX was hoping to avoid the fireworks it experienced during back-to-back launches last year when midair explosions rained wreckage down on the Atlantic. Earlier flights also ended in flames. There was no fireball this time until the very end. The spacecraft plummeted upright into the Indian Ocean under seemingly full control, then toppled over and ignited. While the liftoff itself went well, not all of the engines fired as the booster attempted a controlled return. The spacecraft also had to make do with fewer engines, but kept heading eastward 120 miles (194 kilometers) up. A pair of...

格隆汇5月23日｜法国外交部长表示，自今日起，以色列警察部长伊塔马尔·本-格维尔被禁止进入法国领土。他已要求欧盟对以色列警察部长本-格维尔实施制裁。

hernan4429/iStock via Getty Images The world has not changed much since my last weekend "buy list" article several weeks ago. The Iran conflict is still just "a few days away" from ending. The Strait of Hormuz is still effectively closed. Artificial intelligence is still overwhelmingly in the driver's seat of the stock market and economy. The biggest difference came from the April CPI report, which showed inflation making a nasty resurgence. That has triggered a corresponding spike in interest rates across the curve. This hasn't yet caused a selloff in stocks, but if it rates go much higher, it would be surprising if stocks didn't sell off in response. Then again, with capex-fueled earnings growth as strong as it is right now, maybe it is rational that stocks are largely ignoring the spike in inflation and interest rates. Here's my modest agenda for this week: An chart-guided exploration of the resurgence in inflation and interest rates as well as a look at how stocks have ignored it so far. Some commentary on my 3-stock and 3-ETF buy list, which focuses primarily on two growth megatrends. Onward! Inflation & Interest Rates Rebound With A Vengeance Without exaggeration, the fate of the US and world economies lies in a 25-mile-wide strait at the mouth of the Persian Gulf. As long as the strait stays closed to tanker and container ship traffic, inflationary pressures and upward pressure on inflation will persist. That only gets truer over time as oil inventories are depleted. Daily Chartbook The willingness of both sides in this conflict to resist the other's pressure to capitulate has been surprising. Both sides seem to think that the other will soon cave and agree to the other's demands. The phrase "between a rock and a hard place" feels apt. The inflationary response to the closure of Hormuz has been swift and bigger than expected. To be clear, though, this inflationary spike has been overwhelmingly driven by higher oil prices. Everything else is up only modestly s...