Iran’s Supreme Leader Ayatollah Mojtaba Khamenei has banned the transfer of the country’s near-weapons-grade uranium abroad, two senior Iranian sources told Reuters. The directive directly challenges a core U.S. and Israeli demand at ongoing peace talks. Israeli officials told Reuters that Trump has assured Israel that Iran’s highly enriched uranium stockpile will be removed from the country as part of any final peace deal. Israeli Prime Minister Benjamin Netanyahu has maintained that the war will not end until the material is removed, proxy funding terminates, and Iran's ballistic missiles are eliminated. Western states point to Iran's 60% uranium enrichment as proof of a weapons program. Iran denies seeking nuclear arms, claiming the material is for medical and research purposes. The Iranian sources, speaking on condition of anonymity, told Reuters there is deep suspicion that the current, shaky ceasefire is a tactical deception by Washington before it renews airstrikes. Officials believe shipping the material abroad would strip the country of its primary strategic leverage and leave it highly vulnerable to future attacks. The current pause follows initial U.S.-Israeli strikes on Iran on February 28, which triggered retaliatory Iranian strikes against Gulf states hosting U.S. bases. Breakthroughs in the Pakistan-mediated talks remain stalled, aggravated by a U.S. port blockade and Tehran's grip on the vital Strait of Hormuz oil route. Trump stated the U.S. is prepared to resume military action if a deal is not reached, though he suggested Washington could wait a few days for the right answers. Before the war, Iran was willing to export half of its 60% enriched stockpile, but sources told Reuters that position was abandoned after direct threats from Trump. Iranian sources indicated to Reuters that technical formulas still exist to resolve the issue, suggesting Tehran could dilute the stockpile under the supervision of the International Atomic Energy Agency. More on...

During an interview with CNBC, Huang downplayed concerns of rising competition in the AI infrastructure space, stating that Nvidia is gaining share in the hyperscalers segment. Nvidia CEO Jensen Huang addresses participants at CES 2025 in Las Vegas, Nevada, on January 6, 2025. (Photo by Artur Widak/NurPhoto via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Huang said during the interview that AI has moved from generative to agentic, meaning the technology can now reason, understand the tasks given to it, plan, and perform the required work. He added that this shift has made tokens profitable, so AI model builders want more compute to generate more revenue, which has helped Nvidia’s sales. Huang also downplayed concerns of rising competition from its customers-turning-competitors like Amazon, which also has its own chip business. Nvidia Corp. (NVDA) CEO Jensen Huang on Thursday stated that the company has “big plans” for Anthropic, after the chip giant posted yet another beat-and-raise quarter on Wednesday. During an interview with CNBC, Huang downplayed concerns of rising competition in the AI infrastructure space, stating that Nvidia is gaining share in the hyperscalers segment. Read Next Loading... Loading... “We’re gaining share there because… we’ve always supported OpenAI, xAI, Meta, Microsoft and a whole bunch of other AI startups, but this year, we had the benefit of also winning Anthropic,” Huang said. He added that Nvidia is helping the OpenAI rival scale up and have more capacity to expand its reach and generate more revenue. “With Anthropic, we’re scaling very, very quickly. We’ve got big plans for them,” Huang said, while adding that Nvidia is gaining share in AI inference as well as hyperscalers. Nvidia shares were down 2% in Thursday’s opening trade. NVDA was among the top trending tickers on Stocktwits at the t...

Image source: The Motley Fool. Wednesday, May 20, 2026 at 8 a.m. ET Call participants Executive Chairman and President — Jesús Zamora Leon Chief Financial Officer and Executive Vice President — Gisele Ferrero Executive Vice President of Strategy and Equity Capital Markets — Lorenzo Massart Head of Investor Relations — Ana Maria Mora Takeaways Consolidated Revenue -- PEN 1.2 billion with 10% FX-neutral growth, driven by increases in all segments. -- PEN 1.2 billion with 10% FX-neutral growth, driven by increases in all segments. Adjusted EBITDA -- Decreased 5% FX-neutral due to revenue adjustments in Peru and payroll increases in Mexico and Colombia; margin contracted by 2.9 percentage points. -- Decreased 5% FX-neutral due to revenue adjustments in Peru and payroll increases in Mexico and Colombia; margin contracted by 2.9 percentage points. Peru Revenue -- Increased 9%, with OncoSalud insurance revenues up 12% and healthcare services revenues up 7%. -- Increased 9%, with OncoSalud insurance revenues up 12% and healthcare services revenues up 7%. Peru Adjusted EBITDA -- Down 3%, with margin compressed by 2.3 percentage points due to revenue adjustments, delayed rebates, and increased doctor compensation; EBITDA would have been up 7% excluding revenue adjustments. -- Down 3%, with margin compressed by 2.3 percentage points due to revenue adjustments, delayed rebates, and increased doctor compensation; EBITDA would have been up 7% excluding revenue adjustments. Mexico Revenue -- Rose 8% supported by new preferred provider tiers, ISSSTELEON contract renegotiation, expanded B2B services, and out-of-pocket growth. -- Rose 8% supported by new preferred provider tiers, ISSSTELEON contract renegotiation, expanded B2B services, and out-of-pocket growth. Mexico Adjusted EBITDA -- Increased 19% quarter-over-quarter versus Q4 2025; up 23% year over year; margin improved by 3.5 percentage points. -- Increased 19% quarter-over-quarter versus Q4 2025; up 23% year over year; margin...

cmannphoto/iStock via Getty Images Introduction The last time I covered Chewy ( CHWY ), I upgraded them to a Buy, as the valuation was starting to show a proper discount and the fundamentals were improving while long-term potential remained strong. With the stock down by a significant ~26% since then, the opportunity is getting even more clear, and the company’s recent acquisition and boosted share buyback program supports the Strong Buy upgrade. Latest Quarter Recap Chewy IR As highlighted in more detail during the previous analysis, Chewy's foundation remains great, with their growth continuing, delivering a 14% increase in Autoship customer sales and $562 million in FCF during the year. Meanwhile, the guidance helped boost the stock back when they released it, expecting net sales of $13.60 billion to $13.75 billion (i.e. 8.5% increase at midpoint), while the Adj. EBITDA margin would also grow to 6.6% to 6.8% (continuing the trend seen in recent years; 5.7% in 2025, 4.8% in 2024, and 3.3% in 2023). At midpoint, assuming a FCF conversion rate of 80% (vs. 78.16% in 2025), we should see the FCF reach about $732.98 million in 2026, for a very strong ~30.42% growth rate YoY, as mentioned previously. Chewy IR Based on CHWY’s latest report , we continue to see a strong position, with a nearly spotless balance sheet and over $860 million in cash and equivalents that can allow the company to expand significantly while also returning good amounts of money back to its shareholders. Recent Developments In fact, subsequent to the quarter, Chewy announced buying Modern Animal, adding 29 vet clinics and expanding their high-potential growth engine, expected to add over $125 million in annualized run rate revenue and scaling the company's vet care footprint from 18 to 47 locations across the country and expecting “meaningful synergies” within the first 24 months through “cross-platform engagement, operational efficiencies, and scale benefits.” Meanwhile, as expected in the previo...

kynny/iStock via Getty Images Advanced Micro Devices, Inc. ( AMD ) has long been at battle with a particular image problem. That problem is that it has always been viewed as the smaller and lesser equipped competitor to Nvidia ( NVDA ). It's an incredibly tough position to be in when you are trying to make a name for yourself in arguably the most booming industry in the world: Artificial intelligence. Despite these challenges, AMD shares have been on an incredible run over the last few years: Data by YCharts Perhaps this isn't surprising, the AI infrastructure space has been rapidly expanding, and there are plenty of projections that it will continue to do so for years to come. However, I still see a considerable amount of upside yet to come for AMD as the AI infrastructure cycle continues. In fact, management stated in the Q1 2026 earnings report that it believes that we are just at the beginning of the AI infrastructure boom: “We are still in the early stages of the AI infrastructure cycle.” If this holds true, and I believe that it will, then I anticipate that there will be multiple winners who benefit from the windfall in new business. Competitors like Nvidia might draw a lot of the headlines, but I think that AMD is certainly worth a look when considering what to add to your portfolio. AMD Just Experienced One of Its Fastest Growing Quarters in Years Among the things that instantly stands out about AMD's latest earnings report is the fact that they just knocked it out of the park in terms of revenue generated. At a company record of $10.3 billion, AMD's revenue grew by 38% YoY . That is not only an impressive number in terms of the percentage, but it is also breathtaking when you consider how big of a base that growth is coming off of. Just take a look at the quarterly breakdown of reported revenue for the company over the last 9 quarters: Quarter Revenue (in billions USD) YoY Growth Q1 2024 $5.47B +2% Q2 2024 $5.84B +9% Q3 2024 $6.82B +18% Q4 2024 $7.66B +24% ...

kynny/iStock via Getty Images Advanced Micro Devices, Inc. ( AMD ) has long been at battle with a particular image problem. That problem is that it has always been viewed as the smaller and lesser equipped competitor to Nvidia ( NVDA ). It's an incredibly tough position to be in when you are trying to make a name for yourself in arguably the most booming industry in the world: Artificial intelligence. Despite these challenges, AMD shares have been on an incredible run over the last few years: Data by YCharts Perhaps this isn't surprising, the AI infrastructure space has been rapidly expanding, and there are plenty of projections that it will continue to do so for years to come. However, I still see a considerable amount of upside yet to come for AMD as the AI infrastructure cycle continues. In fact, management stated in the Q1 2026 earnings report that it believes that we are just at the beginning of the AI infrastructure boom: “We are still in the early stages of the AI infrastructure cycle.” If this holds true, and I believe that it will, then I anticipate that there will be multiple winners who benefit from the windfall in new business. Competitors like Nvidia might draw a lot of the headlines, but I think that AMD is certainly worth a look when considering what to add to your portfolio. AMD Just Experienced One of Its Fastest Growing Quarters in Years Among the things that instantly stands out about AMD's latest earnings report is the fact that they just knocked it out of the park in terms of revenue generated. At a company record of $10.3 billion, AMD's revenue grew by 38% YoY . That is not only an impressive number in terms of the percentage, but it is also breathtaking when you consider how big of a base that growth is coming off of. Just take a look at the quarterly breakdown of reported revenue for the company over the last 9 quarters: Quarter Revenue (in billions USD) YoY Growth Q1 2024 $5.47B +2% Q2 2024 $5.84B +9% Q3 2024 $6.82B +18% Q4 2024 $7.66B +24% ...

JHVEPhoto/iStock Editorial via Getty Images Venezuela’s initial steps to entice foreign oil companies that could help revive the country's production are falling well short of actions needed to convince firms to invest, ConocoPhillips ( COP ) CEO Ryan Lance said Thursday. "They have a long way to go," ConocoPhillips ( COP ) CEO Ryan Lance told Bloomberg in an interview. "The current hydrocarbon law is not sufficient to attract a whole lot of investment. A 95% government take will not do it." The recent changes to Venezuela’s oil law intended to attract foreign drillers still give the government wide latitude to charge royalties of as much as 30%, as much as 15% in taxes and other levies that could drive up the government's take. Venezuelan state oil company PDVSA is circulating a proposed contract to foreign oil companies that leans significantly in favor of the government when it comes to arbitration, taxes, and termination of deals, Bloomberg reported recently. The proposal "looks a lot like what we had before we got expropriated in 2007," Lance said. "It doesn't look like it's anywhere near what it needs to." U.S. Interior Secretary Burgum said he is pressing Venezuela's acting President Delcy Rodriguez for changes that would attract foreign investment needed to boost oil output and jumpstart mining in the country. More on ConocoPhillips ConocoPhillips: More Upside Given Long-Term Cash Flow Tailwinds ConocoPhillips: A Defensive Play In The Oil Sector, But Unlikely To Beat The Market ConocoPhillips Q1 2026 Earnings Call Presentation

Palantir Stock Edges Higher to $137.21 Amid Strong Q1 Results and Raised Guidance International Business Times Australia

00:00 Speaker A All right, I'm in a list making uh hot takes mindset today, so here is where I'm at on this so-so quarter from Walmart. An in-line earnings uh first quarter from Walmart coupled with a slight second quarter warning. Is it going to cut it for a stock up 131% in the past five years at a 4 P ratio of 31 times. Walmart is valued as a growth stock. The thing is, growth looks to be slowing. I still don't buy what I'm hearing from top execs in the consumer space that the US consumer is just fine despite $5 plus gas 00:32 Speaker A prices and prices going up everywhere again. Walmart's quarter and Outlook show consumer stress, full stop. On the positive side, Target definitely isn't stealing market share from Walmart. So don't think Target's better uh first quarter shared on Wednesday is indicative of it beginning to turn itself around at the expense of long time rival Walmart. I mean, just stop, just stop it. Still with me, Paul Meeks, Jared Blickery and Anne Free. Uh Paul, you know what really is um it has been catching my attention for a while on Walmart, but 01:05 Speaker A really this quarter against the backdrop of like economic stresses, how fast this company is growing online. I mean, this they are growing damn near 30% every quarter in their US e-commerce business against the backdrop of what's happening in the economy. Also, oh yeah, you have that little company out there called Amazon doing quite well. 01:23 Paul Meeks Yeah, it's really impressive. Remember years ago when Amazon was eating everybody's lunch online and there was a great skepticism that Walmart would ever be able to transition and they've done a great job. You know, it's a brilliantly run company. It's a real barometer for the consumer, so I watch it closely even though I spend most of my time on tech stocks. 01:54 Speaker A Jared, looks to be uh the market has focused in on uh looks like a a disappointing second quarter outlook uh for Walmart. We'll get I'll get more into that with...

Waymo has now paused service in two cities because its robotaxis are struggling to deal with heavy rain and flooded roads, a problem that already prompted the company to issue a recall last week. One of Waymo’s robotaxis was spotted driving through a flooded street in Atlanta, Georgia on Wednesday before it ultimately got stuck for about an hour, according to local news reports. The vehicle was recovered and removed from the scene, Waymo told TechCrunch. Waymo says it paused service in the city, just like it has in San Antonio, Texas, while it figures out a solution. “Safety is Waymo’s top priority, both for our riders and everyone we share the road with. During a period of intense rain yesterday in Atlanta, an unoccupied Waymo vehicle encountered a flooded road and stopped,” the company said in a statement. Waymo admitted that it hadn’t finished developing a “final remedy” for avoiding flooded areas when it issued its software recall last week. Instead, the company said that it shipped an update to its fleet that placed “restrictions at times and in locations where there is an elevated risk of encountering a flooded, higher-speed roadway,” according to documents released by the National Highway Traffic Safety Administration (NHTSA). But even those precautions apparently were not enough to stop the Waymo robotaxi from entering the flooded intersection in Atlanta. Waymo told TechCrunch on Thursday that the storm in Atlanta produced so much rainfall that flooding was happening before the National Weather Service had issued a flash flood warning, watch, or advisory. The company’s fleet apparently relies on these formal notices in order to avoid driving into deep water. This is not the first time Waymo has struggled to quickly stamp out problematic behavior with its robotaxis. When people started to notice Waymo robotaxis illegally passing stopped school buses last year, the company shipped a fix that was supposed to address the issue — only for its fleet to continue ma...

Image source: The Motley Fool. Wednesday, May 20, 2026 at 8 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Igal Zamir Chief Financial Officer — Ehud Ben-Yair Vice President, Investor Relations & Strategy — Matthew Chesler TAKEAWAYS Backlog and Long-Term Agreements -- Grew to a record $580 million at March 31, up from $550 million at year-end, driven primarily by new contract wins and MRO demand. -- Grew to a record $580 million at March 31, up from $550 million at year-end, driven primarily by new contract wins and MRO demand. Revenue -- $41.1 million, down modestly from $42.1 million due to supply chain disruptions impacting component availability, not customer demand. -- $41.1 million, down modestly from $42.1 million due to supply chain disruptions impacting component availability, not customer demand. Gross Margin -- Expanded to 24.4%, a rise of approximately 80 basis points from 23.6% as operational improvements and cost control initiatives took effect. -- Expanded to 24.4%, a rise of approximately 80 basis points from 23.6% as operational improvements and cost control initiatives took effect. Gross Profit -- Increased 0.8% year over year to $10 million despite the decline in revenue, reflecting expense discipline. -- Increased 0.8% year over year to $10 million despite the decline in revenue, reflecting expense discipline. Operating Income -- $3 million or 7.3% of revenue, lower than the prior period's $4.2 million or 9.9%, due to higher investments in R&D, organizational infrastructure, and strategic functions. -- $3 million or 7.3% of revenue, lower than the prior period's $4.2 million or 9.9%, due to higher investments in R&D, organizational infrastructure, and strategic functions. Adjusted EBITDA -- $4.9 million or 11.8% of revenue, down from $5.7 million or 13.6%. -- $4.9 million or 11.8% of revenue, down from $5.7 million or 13.6%. Operating Cash Flow -- Positive $1.9 million versus a negative $5 million in the same period last year. -- Positive $1....

This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) is facing mounting legal pressure in Australia after a federal judge sharply criticized the company's handling of a class action lawsuit tied to alleged vehicle defects and self driving claims, adding to the growing global scrutiny around Tesla's safety technology. Shares of Tesla fell more than 4% after Australian federal court judge Tom Thawley warned the company it could face a really bad time if what he described as inadequate cooperation with the lawsuit continued. The judge reportedly questioned whether Tesla had taken the legal process seriously at all, calling the scale of disclosures provided so far gobsmacking. The lawsuit, brought on behalf of roughly 10,000 Australian Tesla drivers, accuses the company of misleading consumers about phantom braking incidents, vehicle battery range and the capabilities of its self driving technology. Tesla has denied mischaracterizing its products and said it remains concerned about disclosing sensitive engineering data and internal information. But the court appeared frustrated with the pace of Tesla's document production during the discovery process. According to Reuters, Tesla has reportedly turned over only about 2,000 documents over eight months, while plaintiffs argued the company failed to provide enough engineering and complaint related records for experts to properly evaluate the claims. Tesla's legal team said the company manually reviewed around 100,000 documents and still had another 75,000 left to examine. The judge ordered Tesla to complete discovery by July 31 and scheduled another hearing for September 1. The lawsuit also arrives while Tesla continues facing broader regulatory scrutiny over its Full Self Driving technology in the United States. The National Highway Traffic Safety Administration has already expanded investigations into millions of Tesla vehicles tied to traffic violations and safety concerns involving the system.

中国早已位列FSD可用国家名单上。5月21日特斯拉更新名单，只是增加了欧洲国家立陶宛 【财新网】 特斯拉（NASDAQ：TSLA）辅助驾驶系统FSD（Full Self-Driving）最新版本何时在中国落地，一直是行业关注的热点话题。5月21日，特斯拉更新了一份FSD监督版可用国家名单，其中包括美国、加拿大、墨西哥、中国、荷兰和立陶宛等10个国家。 FSD目前还是辅助驾驶系统，需要驾驶员监管，特斯拉称之为“监督版”。该公司希望通过系统不断迭代最终实现自动驾驶，即“无监督版”。马斯克在4月称，预计2026年底可开始逐步推送无监督版FSD。

Amazon (NASDAQ:AMZN) is starting to look like a real frontrunner in physical AI. Now, it’s no mystery that Amazon has been putting robots to work at its warehouse, behind the scenes, to help out humans with all those packages. But until you’ve seen the robots at work, it’s difficult to even begin to fathom what ... Amazon Has Over 1.56 Million Workers and 1 Million Robots. A Historic Robot vs. Human Contest Dropped a Hint on What Might Come Next.

Ondas ( ONDS ) stock is trading nearly 2% lower at $9.19 on Thursday even after the company confirmed via its X account and newly filed Form 8-K that it has officially closed the acquisition of Omnisys. On May 18, Ondas announced that it had entered into a definitive agreement to acquire 100% of Omnisys, an Israeli developer of AI-powered BRO software used for multi-domain defense planning and real-time battlefield decision-making. Today, the company confirmed the acquisition has closed, marking a key step in Ondas’ transition into a software-defined defense technology company. Under the agreement, the firm acquired all outstanding shares of Omnisys in a stock deal valued at about $196.6M. The company issued around 3.1M shares at closing, including shares placed in escrow, while the remaining consideration will be paid in additional Ondas common stock through scheduled installments. The company said Omnisys is expected to contribute more than $100M in revenue across 2026 and 2027 while adding a high-margin software business to its platform. Moreover, Omnisys’ BRO mission software is now integrated into the company's systems-of-systems architecture, helping coordinate missions across sensors, autonomous systems, and defense assets operating in complex battlefield environments. Despite the strategic update, ONDS stock is down around ~13% over the past week. On a YTD basis, the stock has returned -4.20%, compared with an 8.58% gain for the S&P 500 ( SP500 ) price return . Investors should note that the Quant Ratings and Wall Street analysts currently maintain a Strong Buy rating on the stock with a 4.84 score. More on Ondas Ondas Inc. 2026 Q1 - Results - Earnings Call Presentation Ondas Inc. (ONDS) Q1 2026 Earnings Call Transcript Ondas: The Bears Forgot One Thing Ondas to buy defense software firm Omnisys Ondas targets at least $390M 2026 revenue as backlog rises to over $450M following World View and Mistral deals

西方资产多元化收益基金（Western Asset Diversified Income Fund，NYSE： WDI）公布了截至2026年3月31日的财务状况。财报显示，该基金总资产约为18.81亿美元，净资产约为12.53亿美元。 截至报告期末，基金每股市值为23.16美元，而市场价格为20.21美元，折价率达12.73%。相比之下，2025年同期折价率为5.55%，折价幅度明显扩大。 在运营表现方面，基金该季度实现总投资收入约3593万美元，但净已实现及未实现亏损约2040万美元，导致运营净资产增加约1553万美元，每股收益为0.29美元。值得注意的是，未分配投资收入为每股0.10美元。 该基金为多元化封闭式管理投资公司，主要投资于固定收益市场的多个领域，包括企业债券、抵押贷款支持证券、资产支持证券、美国国债及外国政府债券等，旨在通过综合运用多种策略提供高水平的当期收益，并寻求资本增值机会。 该基金的投资顾问为Western Asset Management Company，是富兰克林资源公司的子公司。根据美国证券交易委员会的备案文件，截至第一季度末，共有174家机构持有该基金股份。Rafferty Asset Management LLC是最大的机构股东，持有约1060万股。 责任编辑：张俊 SF065

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Nvidia Stock (NVDA) Drops despite Solid Q1; Crowd Wisdom Has a Catch TipRanks

从现有实践看，低空配送目前更多用于陆地运输“难”的场景。 5月21日，美团无人机宣布旗下“低空航网”正式投入常态化运营，同时面向全国低空物流运营人开启授权服务商招募计划。 从行业看，今年以来多个物流服务商官宣了低空配送的新动作，同时不少城市也发布了支持低空经济的举措。另一方面，低空运输行业仍存在不少挑战。 多个企业有新动作 近期多家企业在低空物流布局上有了新进展。 美团在5月21日公开了最新的低空物流解决方案，包括自研的美团第四代无人机长程索降版 M-Drone 4L Winch、美团智能接驳机场M-Port 3，以及美团无人机云枢M-DaaS 3等。 美团无人机服务范围也逐步扩大。2021年初，美团无人机在深圳完成了首个面向真实用户的订单配送任务。美团无人机2022年12月在上海市开通了常态化航线。截至2025年底，美团无人机已在深圳、北京、上海、广州、香港、迪拜等城市开通70条航线，并累计完成订单超78万。 低空配送成本一直受到关注。美团副总裁、无人机业务负责人毛一年透露过去五年每年的单均运行成本都在下降，幅度在40%至50%。他对第一财经记者表示，从结构看，多方面的成本在优化。一是设备成本的下降。二是单量持续提升，在夜间、雨中等场景开放接单后单量增长，最早一个点位一天仅有10单，目前一个点位一天最多有400单。三是在单量规模提升后，电池、能源以及场地租用成本摊销进一步下降。四是飞行员效率在提升。 从现有实践看，低空配送目前更多用于陆地运输“难”的场景。例如，在医疗场景，美团无人机在上海、四川等地开通了样本配送航线，缩短患者等待时间。 除了美团，其他物流平台近期也有类似实践。4月16日，京东物流宣布携手峰飞航空、贵州省民航低空经济公司共同在贵州完成吨级eVTOL（电动垂直起降飞行器）春茶专线试点飞行，解决了高海拔地区春茶运输保鲜的难题。 此外，在配送员无法触达的场景，也正在用机器代替人力。4月29日，美团内外智能配送机器人“小黄蜂”在重庆江北国际机场投入运营，为候机乘客配送商品。数据显示，“小黄蜂”目前已累计完成近3.7万单配送，平均为每位旅客节省10分钟取餐往返时间。 美团无人机的商业化也有了进展：正式面向全国低空物流运营人招募授权服务商。据了解，今年初美团无人机曾在全国范围内试水招募，首批已签约10个授权服务商。 对于应用场景的扩展，毛一年对第一财经记者表示...

格隆汇5月21日｜美国5月制造业活动扩张幅度为四年来最大，因客户试图赶在伊朗战争推高价格压力之前囤货。S&P Global周四发布的5月制造业采购经理指数初值上升0.8点至55.3。读数高于50表示扩张。投入品支付价格指数飙升逾11点，至2022年6月以来最高水平。数据显示这场冲突暂时提振了制造业，战争扰乱供应链并推高能源等成本。与此同时，涵盖服务业指标的综合PMI在5月持平。标普全球市场财智的首席商业经济学家Chris Williamson在声明中表示，数据显示“企业活动仅温和增长，因为需求再次受到价格进一步飙升的挤压，而企业因担忧成本上升和经济前景而裁员。”Williamson称：“过去三个月平均来看，订单增长已放缓至两年来最弱水平，而出于对进一步涨价和供应延迟担忧而进行的预防性囤货不会永远持续下去。”

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ZKH Group press release ( ZKH ): Q1 GAAP EPS of RMB0.06. Revenue of RMB2.11M. More on ZKH Group Seeking Alpha’s Quant Rating on ZKH Group Historical earnings data for ZKH Group

总部位于洛杉矶的空中出行平台企业Surf Air Mobility宣布，公司首席执行官Deanna White和首席财务官Oliver Reeves将于2026年6月8日出席Jefferies创新航空航天虚拟峰会，并进行专题演讲。 Surf Air Mobility通过其AI驱动的SurfOS软件，致力于推动航空运营现代化和下一代飞机的应用。公司目前运营着美国最大的通勤航空公司之一，按定期航班起降量计算位居前列，同时提供私人包机服务。 此次峰会为行业专业人士和投资者提供了一个了解航空业发展趋势的平台。作为区域航空出行领域的重要参与者，Surf Air Mobility正积极推进电气化战略。今年3月，公司与BETA Technologies达成战略合作，订购了25架全电动ALIA飞机，并拥有追加75架的期权，计划成为首家将电动客机投入商业运营的135部运营商。 投资者如需与公司安排会议，可通过Jefferies代表或发送邮件至指定邮箱联系。峰会上的演讲内容预计将涉及公司区域航空业务拓展、AI技术应用及电动飞机商业化进展等战略方向。 责任编辑：张俊 SF065

This article first appeared on GuruFocus. Apple (AAPL, Financials) has reduced prices on several iPhone 17 models in China ahead of the country's major 618 shopping event next month. According to listings on JD.com and Alibaba's Taobao platform, some iPhone 17 Pro models received discounts of up to 1,000 yuan, or about $138. With trade-in offers and additional promotions, the starting price for certain Pro models dropped to 6,999 yuan. The base iPhone 17 lineup also saw price cuts as Apple looks to stay competitive in China's crowded smartphone market. Rival brands including Huawei and Xiaomi have also rolled out promotions ahead of the shopping holiday. China's government trade-in subsidy program has also helped reduce smartphone prices for consumers, adding more pressure across the market. For Apple, the discounts highlight how important China remains for iPhone sales as local brands continue gaining ground.

This article first appeared on GuruFocus. Bill Ackman (Trades, Portfolio) is betting that Microsoft's pullback may have created a window for investors, with Pershing Square building a new core position in Microsoft (NASDAQ:MSFT) after the company's shares fell 15% this year through Thursday's close. Ackman said Pershing began buying in February and will disclose the stake in a regulatory filing Friday, describing Microsoft's 365 suite and Azure cloud service as two of the most valuable franchises in enterprise technology. Microsoft shares rose 2.9% to $421.40 late Friday morning in New York after Ackman revealed the position on X, suggesting investors were paying close attention to Pershing's latest move into big tech. Ackman's argument centers on the idea that Microsoft may be stronger and more durable than the market currently reflects. He said 365 products such as Word and Excel are deeply embedded across large companies and supported by infrastructure that may be nearly impossible to replicate, while Azure's demand could make concerns about its growth look misplaced. The investment comes as Microsoft faces questions over Copilot adoption, competition around its 365 business and whether the company can add enough data center capacity to meet cloud demand. Ackman also pointed to LinkedIn and Xbox as leading businesses beyond Microsoft's core software and cloud franchises. The move also appears to come alongside a possible shift in Pershing's exposure to Alphabet (NASDAQ:GOOG). Ackman said he had sold Google, though he did not say how much of the remaining stake was sold or whether it was a new sale, after filings showed Pershing had already sold down most of its Alphabet position in December. Pershing still has sizeable stakes in Amazon.com (NASDAQ:AMZN) and Meta Platforms (NASDAQ:META), where Ackman has previously made similar arguments that investors may be underestimating long-term upside tied to AI or cloud recovery. For investors, the message is direct: Ackma...

AlexSecret/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist The Guggenheim Active Allocation Fund ( GUG ) provides investors with a diversified exposure to investment securities. While the fund has the flexibility to be quite active in its approach to asset allocation, the fund has largely remained invested in fixed-income instruments. That perhaps isn't all that surprising, given that the fund sponsor is known as a fixed-income asset manager. The fund's discount has narrowed quite materially over the last ~6 months, reducing its relative appeal as it comes less attractively valued. GUG Basics 1-Year Z-score: 1.33 Discount/Premium: -4.65% Distribution Yield: 9.13% Expense Ratio: 1.80% (3.27% including leverage) Leverage: 24.47% Managed Assets: $717 million Structure: Term (anticipated liquidation date of November 22, 2033) GUG's investment objective is "to maximize total return through a combination of current income and capital appreciation." To achieve this, the fund will... ...pursue both a tactical asset allocation strategy, dynamically allocating across asset classes, and a relative value-based investment strategy, utilizing quantitative and qualitative analysis to seek to identify securities with attractive relative value and risk/reward characteristics. In doing this, the fund's "sub-adviser seeks to combine a credit-managed fixed-income portfolio with access to a diversified pool of alternative investments and equity strategies." Performance To GOF GUG has delivered positive total returns since our prior update , though some of that has come from discount narrowing. At the same time, it has still fallen a bit short of what the S&P 500 Index has delivered during this period. GUG Performance Since Prior Update (Seeking Alpha) That isn't necessarily the worst, as this fund is more heavily tilted toward fixed-income investments, despite its overall hybrid approach. This has generally been the case since I've been covering the fun...

Jonathan Kitchen/DigitalVision via Getty Images Investors Should Know: Even while some major tech firms cut staff as part of their AI development strategy, adoption of the technology is often limited for reasons related to human resources. Internal talent gaps, labor cost pressure, and shifting commercial models are shaping how companies make their AI investment decisions. This puts AI technology companies in the spotlight, as companies look for ways to optimize their workforces. Background Last week, Cisco ( CSCO ) became the latest high-profile tech player to announce job cuts related to its AI strategy. The firm joins a list that includes Amazon ( AMZN ), Meta ( META ), and Block ( XYZ ). Still, the staffing story as it relates to AI is more complicated than just replacing human workers with machines. Large-scale tech giants are trimming their workforces in the face of AI's productivity promise. But smaller firms are having trouble finding the right people. According to a recent study of mid-market firms, the most commonly cited barrier to expanding AI adoption is a "lack of internal expertise," alongside labor costs and talent gaps. Organizations are prioritizing AI and digital transformation, but workforce readiness is a gating factor. While companies scramble to optimize their workforces and bring in the right people, companies closely related to the AI buildout are working to push the technology forward. How these processes intersect could dictate the future of the workforce. Key publicly traded companies aligned with the AI and machine learning theme include Nebius Group N.V. ( NBIS ) and Advanced Micro Devices, Inc. ( AMD ) as core infrastructure and compute players. Twilio Inc. ( TWLO ), SentinelOne, Inc. ( S ), Arista Networks, Inc. ( ANET ), and Autodesk, Inc. ( ADSK ) represent direct exposure across cloud communications, cybersecurity, networking, and design software. Innodata Inc. ( INOD ) and Kingsoft Cloud Holdings Limited ( KC ) round out the thema...

AMD's EPYC Venice CPUs have entered volume production, making them the first HPC product to achieve the milestone on TSMC's 2nm process tech. AMD & TSMC Enter Volume Production On The Industry's First 2nm HPC Chip, 6th Gen EPYC Venice The Agentic AI boom is driving the CPU market up, unlike anything that came before. High-Performance CPUs are seeing massive demands, and AMD, being a leader in HPC, has just achieved volume ramp of its next-generation EPYC Venice CPUs based on the Zen 6 core architecture. The volume ramp was achieved on TSMC's cutting-edge 2nm process technology. Image Source: AMD Looking ahead, AMD plans to achieve volume ramp for the same EPYC Venice CPUs at TSMC Arizona, further enhancing its manufacturing capacity to fulfill the demands of AI datacenters and Enterprises. AMD will also extend TSMC's 2nm process technology to its next-generation "AI-Focused" CPU called Verano, which is a version of Venice designed specifically for Agentic AI workflows and features the latest memory standards, such as LPDDR, providing the performance, bandwidth, and efficiency advantage for AI. AMD and TSMC’s partnership spans the technologies needed to scale modern data center computing, from TSMC 2nm process technology for next-generation CPUs to advanced packaging technologies, including TSMC’s SoIC-X and CoWoS-L, used across AMD’s broader AI and data center portfolio. With “Venice” ramping on TSMC 2nm, AMD is advancing the CPU foundation for AI infrastructure while continuing to leverage TSMC’s process and packaging leadership to deliver increasingly integrated compute platforms at scale. AMD What We Know About AMD's EPYC Venice CPUs So Far The 6th Gen AMD EPYC family will be codenamed Venice, and will feature the Zen 6 core architecture. AMD's EPYC Venice CPUs will offer over 70% improvement in performance and efficiency. This is quite massive and shows us what Zen 6 is capable of, even if this lineup only represents the server segment. In addition to the perfor...

The Good Brigade/DigitalVision via Getty Images e.l.f. Beauty ( ELF ) shares lifted 9% after reporting Q4 earnings on May 20. The $3.3 billion market cap Consumer Discretionary name has been a major laggard in the US market over the past year, hammered by a series of post-earnings declines. Weakness in health & beauty care spending has weighed, along with other macro factors. But shares are attractive on valuation. Today, with Q1 numbers in hand, I reiterate a buy rating. ELF trades with a sporty mid-teens price-to-earnings ratio, while technical support came about right where I imagined it would. Back in November , I was upbeat fundamentally on ELF, but the stock tumbled 25% to today. I outlined a bearish technical thesis that, unfortunately for stockholders, came to fruition. ELF: Shares Fell Sharply From September to May Stockcharts.com In May, ELF reported a solid set of quarterly results. Fiscal Q4 non-GAAP EPS of $0.32 topped the Wall Street consensus forecast of $0.29, while revenue of $449 million, up more than 35% from the same period a year earlier, was a material $27 million beat. The company issued robust guidance , with fiscal 2027 revenue seen between $1.835 and $1.865 billion, a modest raise. Bigger picture, FY 2026 marked a year of 25% top-line growth, with ELF gaining 115bps in US market share. Recent profitability has been stung by margin pressure due to increased market spend and tariffs. Shares launched 9% by the following morning and as of this writing. If that gain holds to the close, it would mark the first post-reporting climb since May 2025. For perspective, the options market had priced in a high 13.7% earnings-related stock price swing based on the at-the-money straddle expiring soonest after the release, while implied volatility on the Household & Personal Products industry company equity was near 100% leading into the earnings event. Adding to potential upside fuel is a high 12.4% short interest. Looking back on the quarter that was, ELF...

Genius Sports与MediaScience联合发布的一项新研究表明，在体育赛事中情绪高涨的特定时刻后立即投放广告，可使观众的自发品牌回忆率提升约一倍。 这项名为《现场时刻效应》的研究通过生物识别测试发现，观众在观看广告前的情绪状态对其记忆效果有显著影响。在接近得分或比赛势头发生关键转折等高强度体育时刻后播放的广告，其品牌回忆效果约为普通情况下的两倍。 研究还指出，高强度体育时刻之后的60秒是广告效果的黄金窗口期，在此期间，情绪背景对回忆效果的影响力甚至可以超越广告创意本身。该研究挑战了传统广告投放“所有曝光价值均等”的假设，显示并非所有广告时段的商业价值都是相同的。 Genius Sports已应用这些洞察推出了“时刻引擎”，通过官方赛事数据和实时信号，帮助广告主在比赛的关键高潮时刻进行精准投放。Genius Sports首席营收官Josh Linforth表示，体育广告的规则正在被改写，品牌应该围绕粉丝情绪最投入的时刻来部署营销策略。 责任编辑：张俊 SF065