Walmart plans price cuts using tariff refunds as shoppers get skittish toggle caption Will Newton/Getty Images Stay up to date with our Up First newsletter sent every weekday morning. Walmart will likely put its tariff refunds toward lowering store prices, executives said on Thursday, as they described shoppers who are increasingly anxious about the rising cost of fuel. In recent weeks, visitors to Walmart's gas stations have begun to fill up with fewer than ten gallons for the first time since 2022, Chief Financial Officer John David Rainey told investors on an earnings call. "That's an indication of stress," he said. "We see with our customers that the high-income customer is spending with confidence," Rainey added later, "while the lower-income consumer is more budget-conscious and perhaps navigating financial distress." Sponsor Message The U.S. government last week began refunding tariffs payments to importers that paid higher customs fees imposed by President Trump last year before the Supreme Court struck down most of them. Walmart is now the largest retailer to suggest that it will put those refunds toward potential price cuts. "We think that the single best return that we can have on a dollar of capital right now is to investment in the customer, invest in price," Rainey said, noting that Walmart's stores and gas stations have been drawing more shoppers looking for deals. U.S. sales grew 4.1% from February through April. Shoppers' slightly bigger tax refunds this year seem to be offsetting some of the budget pain so far. That's according to rival retailers Home Depot, Target and Lowe's, which also held earnings calls this week. Sales at all three companies grew in the latest quarter. The latest federal data shows spending at retail stores and online grew 5.2% in April compared to a year earlier, surpassing inflation. That means people may have spent more because of higher prices, but also because they bought more things. At gas stations, spending surged a wh...

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Deep Fission Inc. is seeking to raise up to $156 million in a US initial public offering, the latest nuclear startup to go that route as artificial intelligence data centers stoke demand for electricity. The company plans to market 6 million shares for $24 to $26 each, according to a Wednesday statement . At the top of that range, Deep Fission would have a market value of $1.66 billion, based on the outstanding shares listed in its filing. Deep Fission would join a host of other nuclear startups that have gone public recently. X-Energy Inc. raised $1.02 billion in its IPO last month. Last year Terrestrial Energy Inc. listed via a blank-check deal. Oklo Inc., backed by OpenAI’s Sam Altman , and Nano Nuclear Energy Inc. went public in 2024. Nuclear has regained public support in the AI era. The fuel source is capable of delivering 24/7 power on its own, unlike wind and solar. But while small modular reactors have tantalized hyperscalers and governments hoping to win the AI race, the technology has yet to break through on electric grids. Read More: Billions Flow to US Nuclear Sector With Payoff Still Years Away The company reported a net loss of $21 million in the quarter ended March 31, compared to a loss of $3.1 million in the year ago period, according to the filing. Deep Fission is working on a system that uses borehole-drilling techniques similar to the technology used by oil and gas explorers. The company’s goal is to install a reactor about a mile (1.6 kilometers) underground, where tons of rock can provide both shielding and pressure for the reactor and reduce costs by as much as 80%. The company expects to trade on the Nasdaq under the symbol FISN. William Blair, Stifel Financial Corp. and Canaccord Genuity Group are leading the offering as underwriters.

CHICAGO, ILLINOIS - MAY 20: Customers shop at a Lowe's home improvement store on May 20, 2026 in Chicago, Illinois. Lowe's reported first-quarter earnings today that beat Wall Street's expectations. (Photo by Scott Olson/Getty Images)

格隆汇5月21日｜决策者和经济学家已经就AI如何能够抵消美国经济中人口老龄化的影响发表了评论。LPL Financial首席经济学家Jeffrey Roach在一份报告中表示：“AI被视为填补这一缺口的一种方式，它通过提高每个工人的产出，而不是依赖更庞大的劳动力队伍。它可以使重复性任务自动化，加强决策，并允许更小的团队产生相同或更大的产出。”他说，这种动态对政府也可能很重要，因为劳动力增长放缓会给税收带来压力，而医疗健康和退休金方面的支出却在增加。

美国5月堪萨斯联储制造业综合指数 8，预期 9，前值 10。 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。

In this article SPOT Follow your favorite stocks CREATE FREE ACCOUNT Nikos Pekiaridis | Nurphoto | Getty Images Spotify shares jumped 6% after the music streaming platform laid out updated guidance for 2030 at its first investor day since 2022. The company forecasted revenue at a compounded annual growth rate in the mid-teens and gross margins between 35% and 40%. Spotify referred to plans to reach 1 billion subscribers and $100 billion in revenues as its "north star." Spotify is in the middle of a reshuffle, and the stakes are high. Shares have lost a quarter of their value since the start of 2026. This is the first investor day for the company in four years and under the direction of its new co-CEOs, Gustav Söderström and Alex Norström. Founder and former CEO Daniel Ek stepped down at the start of this year after about two decades at the helm. Spotify is grappling with massive changes in the music industry, fueled by the onslaught of AI. The company is also trying to prove it can be more than a music streaming platform as it bets on verticals like audiobooks and podcasts. Since 2022, Spotify said it's added more than 340 million new users to the platform and has grown its subscriber base by more than 110 million. Stock Chart Icon Stock chart icon Spotify year-to-date stock chart. Read more CNBC tech news SpaceX picks Goldman Sachs for lead left position on record-breaking IPO, sources say OpenAI announces new Guaranteed Capacity offering for customers to secure compute Google debuts new AI models, personal AI agents in effort to keep pace with OpenAI and Anthropic Pentagon taps Shield AI for low-cost drone program as Iran war accelerates demand for cheap drones Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

I’m 21, and all my life I’ve been anxious about the future. It’s not getting better. There are a lot of things that worry me – no job prospects even with a degree under my belt; I won’t be able to find a partner who will respect me; I’ll never own a house. And outside these, of course, I’m worried about climate change and global politics. The advice I have been offered is to “not think about it” or “focus on what I personally can control”. But I have dreams and aspirations; I want to be a writer and an artist and I am working harder than ever to make those things happen, even if AI might make those fields even more competitive. So my question is: How do I balance my dreams and aspirations practically, and take care of myself, without living in a bubble? Eleanor says: There’s a widespread idea that taking care of ourselves means retreating from these problems, and the task is to work out how much retreat is too much. I think this is a lie sold by people who want us to consider epsom salts a form of resistance. I think a lot of us could afford to stop looking for ways to feel better and start looking for ways to fight, in part because fighting can be the best way to feel better. The struggle is the route to the comfort. Think about a similar phenomenon, when facing a massive to-do list. It’s so overwhelming that I feel bad; I feel so bad I can’t start; I need to do something comforting now so I can feel OK enough to start later. As you’ll know, though, there is no analgesic like actually facing the problem. Any form of relief that involves turning away is so brittle by comparison. Your body knows it’s only hiding. It’s the same for the things that worry you. You’re right to feel worried about the climate, what AI might do to creative and intellectual industries, your job prospects and economic future, why romantic respect feels so rare. I feel the exact same way. So many young people like you do. Some centre of gravity has been kicked out. But the primary problem is n...

期市夜盘收盘，国内期货主力合约多数下跌，焦煤跌超2% 2026-05-21 23:00:32 来源： 同花顺7x24快讯 分享 文章提及标的 瓶片 -- 合成橡胶 -- 焦煤 -- 纸浆 -- PVC -- 对二甲苯 -- 期市夜盘收盘，国内期货主力合约多数下跌。跌幅方面，瓶片、合成橡胶、焦煤跌超2%，纸浆、橡胶、PVC、对二甲苯、20号胶等跌超1%。涨幅方面，低硫燃油涨超2%。

It’s no wonder why Barbara Pym’s bittersweet and quietly profound novel about four prickly office workers approaching retirement has not been adapted for the stage before. Its charm is tightly wedded to the rich interiority of its characters – Edwin, Letty, Marcia and Norman – who have unwittingly become each other’s closest confidants, despite insisting they are not quite friends, and that’s tricky to stage. Pym’s book was shortlisted for the Booker prize in 1977, and it’s fitting that this first stage version comes from Samantha Harvey, whose own novel Orbital won that accolade in 2024. Though a little of its depth is inevitably lost, she proves a safe pair of hands. This is a lean, prudent adaptation, stripped of peripheral characters. Pragmatic widower Edwin (Anthony Calf) is sustained by his commitment to a churchly life. Sensitive, accommodating Letty (Kate Duchêne) is afraid of spending her retirement alone now that her best friend is absorbed in a late-life romance. Uptight Marcia (Pooky Quesnel) is swept up in a fantasy bond with her doctor, and obsessively storing canned foods while barely eating enough to function. Norman (Paul Rider) is a relentless blunderer, whose deadpan tactlessness could give The Office’s David Brent a run for his money. View image in fullscreen Infinite possibilities … Anthony Calf, Kate Duchêne and Paul Rider in Quartet in Autumn. Photograph: Tristram Kenton/The Guardian Their quirks are playfully hammed up in director Dominic Dromgoole’s production, and if it sometimes strives too deliberately for laughs, the four’s everyday grumbles remain pleasingly familiar. Curiously, their concerns about heating their homes and their jobs being replaced by computerised technology are just as relevant 50 years on. But Ellie Wintour’s costumes of chunky knits and oversized specs help root it in the 1970s, while her set design evokes their nondescript office with a pod of desks facing each other. When a character has inner thoughts to share – w...

It has become less about the finished product and more about the process itself Years ago, my son and I took a pottery class one Saturday afternoon. I agreed to take him – he wanted to try the wheel but was too young to go alone. I had no real expectations of the class, but as soon as I gripped the lump of clay and tried to centre it on to the plate, I was hooked. There was something primal about having my hands and clothes covered in smears of white. It brought me back to making mud pies as a child. My son seemed to understand the properties of working with clay in a way that I didn’t but I still managed to cobble together some small pieces and left them to be fired, my name carved in the bottom. When I collected the glazed pieces , I laughed with the studio technician at how neat my son’s bowls were compared with my wonky ones. She suggested enrolling in a longer course but regular classes weren’t possible at that point in my life, so I shoved my indelicate pots to the back of my cupboard and forgot about pottery for a while. Continue reading...

Image source: The Motley Fool. Thursday, May 21, 2026 at 8 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Shane O'Kelly Executive Vice President and Chief Financial Officer — Ryan Grimsland TAKEAWAYS Comparable Sales Growth -- 3.5% increase, the highest in five years, led by sustained mid-single-digit gains in the Pro channel and a reversal of softness in DIY. -- 3.5% increase, the highest in five years, led by sustained mid-single-digit gains in the Pro channel and a reversal of softness in DIY. Net Sales -- $2.6 billion, up 1%, impacted by a 2 percentage point headwind from cycling $51 million in prior-year liquidation sales. -- $2.6 billion, up 1%, impacted by a 2 percentage point headwind from cycling $51 million in prior-year liquidation sales. Adjusted Operating Margin -- Expanded over 400 basis points to 3.8%, with margin gains largely attributed to merchandising execution and product margin improvement. -- Expanded over 400 basis points to 3.8%, with margin gains largely attributed to merchandising execution and product margin improvement. Gross Margin -- 45.1%, an increase of more than 210 basis points; influenced by product margin expansion and offset by $17 million in LIFO expense. -- 45.1%, an increase of more than 210 basis points; influenced by product margin expansion and offset by $17 million in LIFO expense. Adjusted SG&A -- $1.1 billion or 41.3% of net sales with a 3% decline, benefiting from the absence of $37 million in store optimization expenses. -- $1.1 billion or 41.3% of net sales with a 3% decline, benefiting from the absence of $37 million in store optimization expenses. Adjusted Diluted EPS -- $0.77, rebounding from a loss of $0.22 in the prior year period. -- $0.77, rebounding from a loss of $0.22 in the prior year period. Free Cash Flow -- Outflow of $75 million, improved from a $198 million outflow last year, attributed to higher operating performance and reduced restructuring costs. -- Outflow of $75 million, improved from a $198...

美国奢侈品集团 拉夫劳伦 公布了截至2026年3月28日的第四季度及全年财报。得益于亚洲市场的强劲表现，公司业绩全面超出市场预期，全年营收首次突破80亿美元大关，创下历史新高。 财报显示，公司第四季度净营收达19.8亿美元，同比增长17%，高于市场预期的18.5亿美元。调整后每股收益为2.80美元，远超分析师普遍预期的2.54美元。该季度业绩主要由亚洲市场带动，该地区营收按报告口径增长30.6%，达到5.636亿美元，欧洲和北美市场同样录得稳健增长。公司全球直销可比门店销售额同比增长17%，全价销售趋势强劲。 从全年看，2026财年净营收同比增长14.6%至81.1亿美元，净利润达到9.411亿美元，较上一财年显著提升。 展望2027财年，公司预计在固定汇率下营收将实现中个位数增长，增幅约为4%至5%；营业利润率预计将扩大40至60个基点。对于第一财季，公司预计营收将增长中至高个位数。 首席执行官Patrice Louvet表示，公司在动态的全球环境中超额完成了财务承诺，未来将继续专注于推动多个增长引擎。在公布业绩及乐观展望后，拉夫劳伦股价在盘前交易中上涨近10%。 责任编辑：张俊 SF065

Microsoft Stock (NASDAQ:MSFT) Slips Despite New Anthropic Deal TipRanks

Here is the part of the SpaceX IPO story most coverage glossed over: Tesla (NASDAQ:TSLA) wrote a $2 billion check to xAI in January 2026, and weeks later that check effectively cleared into SpaceX. The $2 billion that quietly changed addresses According to the SpaceX S-1, in January 2026, Tesla entered into an agreement with ... Tesla’s $2 Billion xAI Bet Just Got Folded Into SpaceX: The Hidden Story Behind the IPO

But behind the display of solidarity and trust, the packed trip appeared to yield few concrete gains for Moscow – notably no deals on the closely watched Power of Siberia 2 pipeline project. Still, Chinese observers said the trip reflected the shared push by Beijing and Moscow for a multipolar world order, even as economic and strategic asymmetries in the relationship have become increasingly apparent. Advertisement Zhang Xin, a professor at the Centre for Russian Studies at East China Normal University, said Beijing’s position in managing China-Russia-US ties appeared to be strengthened after hosting Trump and Putin. “China is actually standing in a relatively more advantageous position,” he said. Advertisement

Nvidia stock sits at $223 after peaking at $236 on May 14, with three separate charts showing big money has quietly started leaving even though the latest earnings print cleared both top and bottom-line consensus. The headline beat on May 20 looked clean. The chart underneath tells a different story, where big-money flows, momentum, and retail options positioning have all flipped or weakened in succession against the rally. Big Money Quietly Exits and The Reason is Clear Nvidia (NVDA) has rallied 44.05% from the March 30 swing low at $164 to the May 14 peak at $236. That move, by its size and shape, usually forms the pole of a potential bullish flag pattern. The consolidation since the peak carries the early structure of the flag, which would project further upside if the breakout confirms with volume. Want more insights like this? Sign up for Editor Harsh Notariya’s Daily Newsletter here. The first crack in the bullish read shows up in the Chaikin Money Flow (CMF), an indicator that measures volume-weighted buying and selling pressure and acts as a proxy for big-money accumulation. CMF peaked at 0.57 on April 28. As of May 21, it has dropped to 0.09. Between those two dates, Nvidia stock price trended higher into the May 14 peak while CMF trended lower. That is a textbook bearish divergence. Nvidia CMF Divergence: TradingView The earnings print on May 20 did not reverse the trajectory. NVIDIA $NVDA EARNINGS SUMMARY • Q1 revenue: $81.6B, ahead of the $78.8B estimate • Adjusted EPS: $1.87, above the $1.76 consensus • Net income: $58.3B • Gross margin: roughly 75% Business highlights: • Data Center: $75.2B, up 92% YoY • Edge Computing: $6.4B, up 29% YoY… https://t.co/itVuaxl2GF — BeInCrypto (@beincrypto) May 20, 2026 Underneath the headline beat, gross margin stalled at 75%, merely matching Street expectations. NVIDIA’s FY26 10-K discloses that one direct customer alone accounted for 22% of total revenue, while inventory and supply commitments on the balance sheet hav...

NRG Energy宣布，任命Glenn Wright为公司独立董事，任命自5月26日起生效。Wright的加入使董事会成员增至11人。 Wright在能源领域拥有超过25年的丰富经验，最近在壳牌担任Shell Energy Americas高级副总裁及Shell New Energies美国总裁兼首席执行官，主导了可再生能源发电业务的扩张，并为北美和南美客户提供综合能源解决方案。此前，他担任Shell Energy Trading Americas副总裁及Shell Energy North America总裁兼首席执行官，负责监管北美和南美的电力与天然气批发交易业务。 NRG董事会主席Antonio Carrillo表示，Glenn在电力市场和客户能源解决方案方面拥有丰富经验，并在管理复杂投资组合方面有出色记录，他的视角对NRG持续推进战略将很有价值。此前，NRG于今年2月任命了Sanjay Kapoor加入董事会。 NRG近期财务表现稳健。公司重申了2026年全年指引，调整后EBITDA预计为53.25亿至58.25亿美元，调整后每股收益为7.90至9.90美元。第一季度调整后EBITDA为10.8亿美元，调整后每股收益1.49美元。公司已连续六年提高股息，当前股息收益率为1.42%。 责任编辑：张俊 SF065

Service Properties Trust(SVC)宣布，公司总裁兼首席执行官Chris Bilotto及首席财务官兼财务主管Brian Donley将于2026年6月3日出席在纽约举行的Nareit REITweek 2026投资者大会，并于美国东部时间上午9时30分进行专题演讲。 投资者可通过公司官网投资者关系页面收听演讲直播，建议于会议开始前约15分钟访问。 Service Properties Trust是一家房地产投资信托基金，截至2026年3月31日，公司投资组合包括761处服务型零售净租赁物业，总面积超1360万平方英尺，以及93家酒店，逾2.1万间客房，投资总额约99亿美元。 近期公司持续推进战略转型。2026年第一季度，公司完成了约15亿美元的资本市场活动，包括发行7.45亿美元资产支持证券和5.75亿美元股权融资，用于偿还16亿美元债务，实现年化利息节省5900万美元。公司同时将2026年标准化营运资金指引上调至每股0.24至0.27美元。市场关注管理层将在会议上就资产处置进展、酒店业绩改善及净租赁组合扩张等议题发表最新看法。 责任编辑：张俊 SF065

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Beneath the surface of a stock market sitting at record highs, signs of trepidation are building. Worries about resilient inflation, bond market volatility and the war in Iran are weighing on investors, pushing gauges of positioning to levels that suggest some of them don’t own enough equities, according to an analysis by Jefferies LLC. Rising worries are also evident among hedge funds , where short positions in products that protect against broader declines in the US stock market are hovering at a 10-year high, according to traders at Goldman Sachs Group Inc. The newfound uncertainty is music to equity bulls’ ears as it puts a brake on overheating in a stock market that has posted a record every other day since mid-April. Cash sitting on the sidelines could be put to use, should the biggest risks around the artificial intelligence trade and the situation in the Middle East fail to materialize. “Strong Nvidia results and more positive headlines on potential US-Iran peace deal can contribute to a squeeze higher in equities as hedge funds could be forced to cover their short positions,” said Frank Monkam , head cross asset macro strategy and trading at Buffalo Bayou Commodities. The S&P 500 Index is up 17% since hitting a near-term trough in late March amid hopes for a peace deal in Iran and optimism over corporate earnings at home that have exceeded expectations. To strategists at Jefferies, sentiment around US stocks remains unusually subdued considering the stock market’s scorching rally. They cite two gauges: One is a survey from the American Association of Individual Investors, where bears are back to outnumbering bulls. The latest reading is sitting at -12, far from the range of positive 20 to 30 that’s consistent with excessive enthusiasm, the bank’s strategists including Andrew Greenebaum say. The divergence between the stock market performance and investor sentiment is rare. When the S&P 500 sat this close to its 52-week high in the past, the bull-bear spread...

Vladimir Zakharov/iStock via Getty Images By Brien Lundin The thesis remains the same — although the repercussions will vary. If you’ve been perusing social media, particularly X, lately, you’ve seen a parade of pundits remarking on the debt trap that the Fed and other central banks find themselves in. It’s essentially the same story I’ve been preaching for the last decade... but it all appears to be coming to a head right now. In short, the inflationary implications of higher oil prices are driving traders away from risk assets (stocks, metals, bonds, etc.) in fear of a hawkish Fed monetary policy in response. Simultaneously, longer-term investors as well as other central banks are cutting back or even selling U.S. Treasuries due to the inescapable math of debt and rising debt service costs... and in many cases because they simply need the money. The end result is that Treasury yields have been soaring on both the short and long ends since the Iran war began. And this has helped drive gold and other assets lower . I posted this chart on X yesterday showing the very strong inverse correlation lately between 10-year Treasury yields and gold: Even more importantly, real yields (yields minus the rate of inflation) have been rising precipitously. Our friend Peter Boockvar noted this development and posted a chart of the real 10-year yield to accompany his comments: “There is a common belief that the only reason why bond yields are rising is because of growing inflation worries. While that is true in part for sure, the big jump in REAL yields over the past few weeks says that it is something more. The 10 yr REAL rate is up 25 bps just over the past week and a half, and I’ll argue again that global debts and deficits now matter in the eyes of lenders.” REAL 10-Year Treasury Yield REAL 10-Year Treasury Yield So what does all this mean? Simply put, a major turning point for the markets lies ahead. The Fed will need to raise rates to corral inflation... but it simply can’t b...

Image source: The Motley Fool. Thursday, May 21, 2026 at 9 a.m. ET Call participants President and Chief Executive Officer — Shawn O'Connell Executive Vice President and Chief Financial Officer — Andrea J. Funk Vice President, Investor Relations — Lisa Langell Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Net sales -- $988 million, up 1% year over year, driven by a 4% price/mix benefit and a 3% foreign currency benefit, partially offset by a 6% organic volume decline. -- $988 million, up 1% year over year, driven by a 4% price/mix benefit and a 3% foreign currency benefit, partially offset by a 6% organic volume decline. Adjusted gross margin -- 29.5%, down 170 basis points; margin compressed due to higher freight, tariff, and inflationary costs, with a net $20 million increase year over year. -- 29.5%, down 170 basis points; margin compressed due to higher freight, tariff, and inflationary costs, with a net $20 million increase year over year. Adjusted operating earnings -- $154 million, up 1% with a 15.6% margin; excluding 45X benefits, flat year over year at a 10.9% margin. -- $154 million, up 1% with a 15.6% margin; excluding 45X benefits, flat year over year at a 10.9% margin. Adjusted EBITDA -- $173 million, up 3% ($6 million); margin up 40 basis points; excluding 45X, $126 million EBITDA, up 3% with a 12.8% margin (up 20 basis points). -- $173 million, up 3% ($6 million); margin up 40 basis points; excluding 45X, $126 million EBITDA, up 3% with a 12.8% margin (up 20 basis points). Adjusted diluted EPS -- Record $3.19 per share, up 7%; excluding 45X, record $1.96 per share, up 5%. -- Record $3.19 per share, up 7%; excluding 45X, record $1.96 per share, up 5%. Free cash flow -- $131 million in the quarter, up $26 million year over year; conversion rate 170%, and 459% excluding 45X. -- $131 million in the quarter, up $26 million year over year; conversion rate 170%, and 459% excluding 45X. Yearly net sales -- $3.8 billion, up 4%, mar...

Arsenal boss Mikel Arteta says he learnt of his side's Premier League title win from his tearful son while he had a barbecue in the garden. The Spaniard says he did not watch Bournemouth holding title rivals Manchester City to a 1-1 draw - a result which meant the title would be heading to north London for the first time in 22 years. The Arsenal players gathered at the training ground to watch the match that would see them crowned champions on Tuesday night, but Arteta says that he had to leave because he "couldn't bring the energy that I wanted". "You probably don't realise it. It's one of the best feelings I've ever had," Arteta said about winning the league title. "I was supposed to be watching the game with the boys and the staff because that's what they wanted - but I couldn't." Arteta left for home 20 minutes before the game kicked off but did not actually watch the match. "I went to the garden, started to build a fire and had a barbecue and I didn't watch any of it," he said. "I was just hearing some noises in the living room and suddenly the magic happened. "My oldest son opened the garden door, started to run towards me, started to cry, gave me a hug, and said: 'We are champions, Daddy'. "Then my other two boys and my wife came over and it was beautiful. Just to see that joy on them as well, that they are always with me, it was magical. A minute later, Martin [Odegaard] called me on video." He also revealed that after the game he rang Bournemouth manager and childhood friend Andoni Iraola to thank him. Arteta and Iraola grew up in the same region of the Basque Country and played for youth team Antiguoko in San Sebastian. "I didn't message him, I rang him. I called firstly to congratulate him on the incredible job he has done with Bournemouth," Arteta said. "I told him he almost took the Premier League away from us [the 2-1 loss that Arsenal suffered to Bournemouth in April] and then helped us to win it." Iraloa has announced that he will depart Bournemouth ...

工业物流地产信托公司（Industrial Logistics Properties Trust）宣布，公司总裁兼首席执行官Yael Duffy及首席财务官兼财务主管Tiffany Sy将于2026年6月2日出席在纽约举行的Nareit REITweek 2026投资者大会，并于美国东部时间下午3时15分进行专题演讲。 投资者可通过公司官网投资者关系页面收听演讲直播，建议于会议开始前约15分钟访问。 Industrial Logistics Properties Trust是一家专注于工业与物流地产的房地产投资信托基金。截至2026年3月31日，公司投资组合涵盖409处物业，可租赁面积约5960万平方英尺，分布于39个州。约77%的年化租金收入来自投资级租户或其子公司。 公司近期业绩表现强劲。2026年第一季度财报显示，标准化营运资金达2200万美元，合每股0.33美元，同比增长超过60%，为连续第六个季度实现两位数租金增长。公司成功完成16.2亿美元固定利率再融资，将全部合并债务转换为固定利率，加权平均利率约5.48%，且直至2029年无债务到期，预计每年释放近2000万美元现金流。 市场关注管理层将在会议上就资产组合增长、租约续签及市场展望等议题发表的最新看法。公司此前预计将于6月完成一处关键空置物业的租赁。 责任编辑：张俊 SF065

Late-night hosts discussed the end of the Late Show and Stephen Colbert’s tenure as well as the latest product from Donald Trump. Jimmy Kimmel On Jimmy Kimmel Live!, the host told viewers that the show would not be airing on Thursday “out of respect” to Colbert whose final Late Show is on that night. “I hope the people who did the pushing feel ashamed of themselves,” he said in reference to the swirl of controversy surrounding its cancellation. Kimmel said that the situation is “nothing like the old days of late night”, where hosts would compete with one another, as there is now a more supportive atmosphere. “I hope he comes to visit as many times as possible,” he said before telling his audience that after the final Late Show airs on CBS, “don’t ever watch it again”. Kimmel spoke again about Trump filing a $10bn lawsuit against his government and winning a fund of $1.76bn, “an astonishingly brazen act” that he “will never understand”. The tax records that were leaked showed that the president paid just $750 for the whole of 2016, “just about enough to fill your tank to Vegas and back”, he said. He moved on to the Iran war, which Trump’s sons are “profiting from bigly” and how this week the president has been looking for more conflict with former Cuban president Raúl Castro, who was indicted in connection with a 1996 incident in which four men were killed by the Cuban military when their planes were shot. This week also saw the House voting to advance a resolution to limit Trump’s powers in Iran. “He’ll ignore it like he avoids the weight limit on a golf cart,” Kimmel said. Trump has also been waging war against the fellow Republicans who “dared to disagree with him”, such as Kentucky representative Thomas Massie who was defeated this week in the state’s Republican House primary after “pushing for the full release of the Trump-Epstein files”. But Kimmel said he now has “seven months left in office and nothing to lose”. Trump has also weighed in on the Los Angeles ma...

Palo Alto Networks PANW is seeing strong demand for AI security products as enterprises increase the use of AI models, AI applications and autonomous AI agents. Nowadays, enterprises are moving beyond AI experimentation and beginning to deploy AI into real business workflows. This trend is creating new security risks as AI agents, machine-to-machine activity and AI-powered applications increase the attack surface. Palo Alto Networks believes that this trend that could support long-term growth across multiple parts of its business. Palo Alto Networks’ Prisma AIRS platform is gaining traction as companies look to secure AI deployments. Prisma AIRS helps customers protect AI models and AI applications across their lifecycle. During the second quarter, Prisma AIRS customer count more than tripled on a sequential basis to more than 100 customers. Further bookings for Prisma AIRS doubled on a sequential basis and the platform already has a nine-figure pipeline. AI demand is also helping other Palo Alto Networks businesses. Software firewall ARR grew nearly 25% year over year in the second quarter, as customers secured AI-driven cloud environments. Further, XSIAM, Palo Alto Networks' AI-powered security operations center platform, crossed $500 million in ARR during the second quarter. Palo Alto Networks is also expanding its AI security capabilities through acquisitions like Koi, which focuses on securing AI-related activity at endpoints. The company believes traditional security tools lack visibility into AI-generated code, browser extensions and AI agents running on enterprise devices. The above-mentioned factors show that as enterprises continue expanding AI deployments, PANW’s prospects are set to benefit as AI security continues to become a larger long-term growth opportunity for the company. The Zacks Consensus Estimate for fiscal 2026 and 2027 revenues indicates a year-over-year increase of around 22.5% and 19.7%, respectively. How Competitors Fare Against PANW Comp...

ConocoPhillips COP maintains a strong presence in the Lower 48 region through its resource-rich portfolio in the prolific Permian Basin. This region offers low production costs and rapid extraction cycles. The company significantly expanded its footprint after acquiring Marathon Oil Corporation. Building on this expanded footprint, COP continues to leverage its operational expertise to maximize scale and efficiency across the Lower 48 operations. Since 2023, the majority of ConocoPhillips’ exploration success has come from unconventional plays in the Permian Basin within the Lower 48. In the first quarter of 2026, COP produced 1.453 million barrels of oil equivalent per day (MMboe/d) from its Lower 48 region, representing nearly 63% of its total production. To increase Lower 48 production, the company drilled longer horizontal wells in the first quarter of 2026 compared with the prior-year period. This approach allows the upstream player to extract more oil and gas per well while reducing costs and boosting efficiency. During the first quarter of 2026, the company invested $2.9 billion in its operations, primarily focusing on short-cycle Lower 48 projects that can deliver quicker production and cash flow. ConocoPhillips increased its capital expenditure guidance for 2026 and projected a capital budget in the range of $12-$12.5 billion to fund development drilling, major projects and activities designed to generate long-term growth. These strategic investments and operational advancements ensure the company remains positioned for sustained long-term production growth. Will XOM & CVX Benefit From Their Massive Permian Footprint? Energy players like ExxonMobil Corporation XOM and Chevron Corporation CVX maintain a strong presence in the Permian Basin, one of the most prolific basins in the United States. ExxonMobil holds a footprint of approximately 1.4 million net acres across the Permian Basin's Delaware and Midland sub-basins. By utilizing advanced techniques like c...

Michael Vi/iStock Editorial via Getty Images Shares of Arm ( ARM ) jumped about 9% on Thursday after Jefferies noted positive read-through from Nvidia's ( NVDA ) earnings . The firm kept its Buy rating and $290 price target on the shares of the British chip architecture designer. "Nvidia has visibility for $20bn of standalone Vera CPU sales this year, which is positive for Arm’s royalty outlook," said analyst Janardan Menon and his team. The analysts noted that the strong demand Nvidia is seeing for Vera should also translate into similarly strong demand for Arm’s Arm General Infrastructure, or AGI, CPUs, as agentic AI drives CPU demand broadly. In March, Nvidia launched the Vera Central Processing Units, or CPUs. Vera features custom Olympus Arm-compatible CPU cores. Given this tailwind, "we view Arm’s guidance for AGI CPU revenues of $15bn in 2031 as conservative," the analysts added. More on Arm Fundamentals Over Everything Arm FY2026 Earnings: A Future Bet On AI Silicon Arm Holdings plc 2026 Q4 - Results - Earnings Call Presentation Arm Holdings is said to face FTC antitrust probe over chip licensing practices AI chip rally widens beyond Nvidia, Tech Contrarians says

Inventory turnover of Palantir Technologies Inc. Class A – BVL:PLTRUS TradingView