This morning a "Potential Dividend Run Alert" went out for Genuine Parts Co. (NYSE: GPC), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date. For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date. All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 1.062 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 1.062 the next day, then effectively, buyers would effectively be paying 1.062 more for the same share of stock. But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in other words: pressure for the s...

预期差主要来自游戏收入、毛利率以及严格控制的经营费用。 5月21日盘后，网易（09999.HK）发布2026年第一季度财报。一季度网易收入306亿元，同比增加6.1%；归属于公司股东的净利润为107亿元，同比增加3.8%。 截至晚间21:00，网易美股盘前下跌约4%。5月21日收盘，网易港股跌4.82%，报171.7港元/股，总市值5478亿港元，距离年初的高点跌去约20%。 海豚投研认为，网易一季度业绩整体超预期，预期差主要来自游戏收入、毛利率以及严格控制的经营费用。 其中毛利率是财报的最大亮点，一季度毛利率达69.4%，游戏相关毛利率提高至75%，同比提高6个百分点，推动因素包括高毛利的自研PC游戏在本季度收入贡献较多，以及渠道成本的下滑，这包括引导官网充值、苹果等应用商店下降分成比例的原因。 游戏是网易的营收主要来源，一季度网易游戏及相关增值服务收入为257 亿元，同比增加 6.9%，营收占比达到近84%。财报提到，增加主要来自《梦幻西游》系列和《燕云十六声》等自研游戏收入提升。 海豚投研分析，市场基于本季度无新游以及去年高基数的原因，对网易游戏收入的预期相对保守，大多为5%以下。实际上因为《梦幻西游PC版畅游服》和《燕云十六声》海外发行，以及《第五人格》和《蛋仔派对》的运营修复，实现了近7%的增长。一季度末递延收入同比增长 2%，同样优于机构预期的17%。 二季度网易预计还会面临一些高基数压力，但进入下半年，手游端开始有重磅新游上线，有望支撑游戏收入加速。网易提到，《遗忘之海》与《无限大》等重磅新游戏正在推进。其中《遗忘之海》已进入公测前的最后准备阶段，机构预期全端年流水在30-50亿的水平。 在游戏之外，网易第二大收入来自网易云音乐，一季度收入20 亿元，同比增加 6.6%。有道净收入为人民币13 亿元，同比增加 3.8%。创新及其他业务净收入为15亿元，同比减少 4.6%，减少来自于电商和广告业务的净收入下降。 网易一季度营业费用为86亿元，同比增加约7%。但进一步看，销售和市场费用增加了近28%，研发费用低速增长，同时一般费用及管理费用下滑了33%，显示一季度网易在经营费用上做了严格控制。 海豚投研分析认为，过去两年网易的管理费用一直在收缩，在本身规模就不高的情况下，继续大幅下降，说明一季度发生了比较大的人员优化或薪酬调整。 今年3月，网易曾传出因为A...

汇丰控股 宣布推出一项40亿美元的“可持续发展与转型信贷工具”，旨在为中国内地的清洁能源和低碳技术企业提供融资支持，帮助其拓展全球市场。 该信贷工具将重点覆盖清洁电力、交通电气化、数据中心和人工智能等领域。汇丰可持续金融与转型全球主管娜塔莉·布莱斯表示，中国拥有世界上一些最具活力的低碳公司，这些企业正在为高端制造业设定新的基准，随着它们向国际扩张，需要具有全球影响力和专业知识的金融合作伙伴来提供支持。 这一举措正值中国清洁技术出口大幅增长之际。能源智库Ember数据显示，今年3月中国清洁技术出口总额达257.7亿美元，同比增长超过50%。与此同时，中东战争导致全球石油供应损失约10亿桶，进一步推动了各国对替代能源的需求。 作为该信贷工具的一部分，汇丰将为符合条件的企业提高信贷额度、简化信贷审批流程并制定定制化金融解决方案。数据显示，中国去年占全球清洁技术出口的近47%，以及全球太阳能和电池出口的三分之二左右。汇丰2025年全年可持续金融交易额超过1020亿美元。 责任编辑：张俊 SF065

It's official: SpaceX is looking to go public in an initial public offering (IPO) that could break records. Investors looking to get ahead of the IPO have several options for investing in SpaceX right now. But for most investors, it makes more sense to simply wait for shares to be made publicly available. That's because Elon Musk reportedly wants up to 30% of shares reserved for smaller retail investors. For comparison, most major IPOs allocate just 5% to 10% of shares for small investors. If you're looking to get involved in the most exciting space stock of the century, here's a brief summary of the most important dates to be aware of. Three dates that will influence the SpaceX IPO For months, we had very little clarity about when SpaceX might go public. Early reporting, however, revealed the company would target anywhere from a $1.5 trillion valuation all the way to a $2 trillion valuation, raising somewhere between $50 billion and $80 billion in fresh capital -- money that will be used for everything from orbital data centers to a permanent human base on the moon. Last month, we simply knew that SpaceX was targeting a summer debut. But in recent days, the timeline has been narrowed down to three key dates. On May 15, Reuters reported that SpaceX is targeting a June 4 roadshow. That's the date SpaceX executives will team up with its investment banking team to pitch the IPO to investors. On June 11, SpaceX is hoping to price its IPO, meaning that a share price and valuation range will be set. An actual share sale could be as early as June 12, though there may be some delay to these internal timelines. Reuters is also reporting that the company will be listed on the Nasdaq stock exchange under the ticker SPCX. I'm very curious about the valuation SpaceX ultimately decides on. And investors should wait to make an investment decision until a full prospectus is made public and pricing details are formally announced. But judging by the latest reports, a SpaceX IPO could...

Key Points SpaceX is targeting a valuation of at least $1.5 trillion. Experts believe an IPO could raise $50 billion to $75 billion in capital. These 10 stocks could mint the next wave of millionaires › It's official: SpaceX is looking to go public in an initial public offering (IPO) that could break records. Investors looking to get ahead of the IPO have several options for investing in SpaceX right now. But for most investors, it makes more sense to simply wait for shares to be made publicly available. That's because Elon Musk reportedly wants up to 30% of shares reserved for smaller retail investors. For comparison, most major IPOs allocate just 5% to 10% of shares for small investors. 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 » If you're looking to get involved in the most exciting space stock of the century, here's a brief summary of the most important dates to be aware of. Three dates that will influence the SpaceX IPO For months, we had very little clarity about when SpaceX might go public. Early reporting, however, revealed the company would target anywhere from a $1.5 trillion valuation all the way to a $2 trillion valuation, raising somewhere between $50 billion and $80 billion in fresh capital -- money that will be used for everything from orbital data centers to a permanent human base on the moon. Last month, we simply knew that SpaceX was targeting a summer debut. But in recent days, the timeline has been narrowed down to three key dates. On May 15, Reuters reported that SpaceX is targeting a June 4 roadshow. That's the date SpaceX executives will team up with its investment banking team to pitch the IPO to investors. On June 11, SpaceX is hoping to price its IPO, meaning that a share price and valuation range will be set. An actual share sale could be as early as June 12, though ...

sefa ozel/E+ via Getty Images Shares of Amkor Technology ( AMKR ) fell about 1% on Thursday after it provided long-term financial targets for 2028 and 2030. The chip packaging and test services provider expects 2028 revenues to be $9B, plus or minus $500M, according to a company presentation . The figures came in below the consensus estimate of $9.22B. Amkor anticipates EPS of $2.50, plus or minus $0.25, and a gross margin of 17.5%, plus or minus 100 basis points, or bps, in 2028. For 2030, the company expects revenue to be nearly more than $11B, EPS roughly over $5, and a gross margin of around more than 22%. Amkor said key assumptions include: mix shift towards higher-value packaging that drives margin and earnings expansion; initial ramp-up costs in 2027 and 2028 with the Arizona facility buildout; revenue growth accelerating in 2029 to 2030 as the Arizona facility scales; and a 20% planning effective tax rate. More on Amkor Technology Amkor Technology: The Arizona Re-Rating Has More Room To Run Amkor Technology: Q1 Beats Across The Board, Showing Massive Room For AI Packaging Acceleration Amkor Technology, Inc. (AMKR) Q1 2026 Earnings Call Transcript Amkor secures additional 67 acres in Arizona to scale U.S. advanced packaging operations Amkor Technology prices $1B convertible debt offering

AMD260612P00365000 互動股市圖表 | AMD Jun 2026 365.000 put 股市 Yahoo 財經

The US government will take equity stakes worth a total of $2 billion in a slew of quantum computing companies, including a startup backed by a firm with links to the Trump family and one taken public by a Pentagon official. The announcement by the commerce department that it had signed letters of intent with nine companies—including GlobalFoundries and IBM—sent shares in quantum specialists soaring on Thursday. Both IBM, which is set to get $1 billion, and GlobalFoundries, which will receive $375 million, were up more than 6 percent in pre-market trading. D-Wave Quantum, an awardee that was taken public in 2022 by Emil Michael—now a top Pentagon official—was up more than 20 percent. Read full article Comments

(RTTNews) - Parker-Hannifin Corp. (PH) Thursday announced an agreement to acquire the commercial and defense aerospace business of Circor International, Inc. for $2.55 billion. The purchase price, net of expected tax benefits, represents 22.7x Circor Aerospace's calendar year 2026 estimated adjusted EBITDA. Parker Hannifin, a Fortune 250 global leader in motion and control technologies said the acquisition is scheduled to close in the second half of calendar year 2026 and might immediately accretive to sales growth, EBITDA margins, adjusted earnings per share and cash flow. Circor Aerospace designs, manufactures and supports highly engineered and proprietary flight-critical motion and flow control products for commercial aircraft and defense applications. It has production locations in the United States and EMEA. Circor Aerospace estimates calendar year 2026 sales of approximately $270 million with adjusted EBITDA margins of more than 40% before synergies and anticipates double-digit sales growth over the next several years. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Tom Werner U.S. PMI Composite index was unchanged month-over-month at 51.7 in May, according to preliminary data released by S&P Global on Thursday. Business activity growth held steady in May at a modest rate compared to earlier in the year, as an improved performance in manufacturing was countered by a sluggish service sector. Surging input costs, which jumped in May at the steepest rate since late 2022 on the back of rising war-related supply constraints and steep energy cost increases, were not only cited as causing lower sales but also contributed to steepening job losses and a further rise in selling price inflation to its highest since August 2022. Manufacturing PMI index stood at 55.3, vs. 53.5 consensus and 54.5 prior. Services PMI index was 50.9, vs. 51.2 consensus and 51.0 prior. "The 'flash' PMI data for May recorded only modest growth of business activity as demand was again squeezed by a further spike in prices and jobs were cut as firms worried over rising costs and the economic outlook," said Chris Williamson, chief business economist at S&P Global Market Intelligence. "Coming on the heels of a subdued April reading, the May PMI indicates that the economy will struggle to manage annualized GDP growth of much more than 1% in the second quarter," said Williamson. "However, even this subdued pace of growth may not last. On average, over the past three months order book growth has slowed to its weakest for two years, and a boost from precautionary stock building due to concerns over further price hikes and supply delays will not last forever," said Williamson. "Demand also looks set to cool further in response to rising prices. Firms' costs have jumped higher at a pace not seen since the energy price shock of 2022 and are being passed on to customers in the form of sharply higher selling prices. The survey price gauges therefore indicate that inflation looks set to rise further just as the economy cools," added the business economist. More on similar top...

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财联社5月21日讯（编辑 夏军雄） 债券收益率已触及多年高点之际，摩根大通CEO杰米·戴蒙警告称，利率未来可能进一步大幅上升。 “利率可能会比今天高得多。我们或许已经从过去的‘储蓄过剩’，转变成了‘储蓄不足’的时代，”戴蒙在接受媒体采访时表示。 由于市场担忧油价上涨可能迫使各国央行加息，长期债券近期持续承压。 与此同时，出于对日本、英国和美国政府财政支出扩大的担忧，以及人工智能（AI）热潮推动美国经济增长，也让投资者要求更高的收益率补偿，才愿意持有长期债券。 债券价格和收益率呈反比，当投资者认为债券风险上升时，会要求更高收益率，对应债券价格下降，反之亦然。 戴蒙说：“债券收益率是可能继续上升的。那种认为利率永远不会上升的说法是错误的。像我们这样的公司，无论面对利率上行还是下行，都会做好相应的准备。” 本周，美国30年期国债收益率升至2007年以来最高水平，两年期国债收益率则升至2025年2月以来新高。市场担忧伊朗战争带来的通胀冲击，以及美国财政赤字风险，是推动收益率上升的重要原因。 由于中东冲突短期内看不到缓和迹象，交易员目前预计，美联储到今年12月加息25个基点的概率约为70%，而到明年3月再加息25个基点几乎已被市场完全计价。 而在伊朗战争爆发之前，利率掉期市场原本预计，美联储今年年底前将至少降息两次，每次25个基点。 戴蒙警告称，美国财政压力正在不断加剧。 “美国政府债务规模达到30万亿美元，平均融资利率约为3.5%。即使按今天的情况来看，美国政府也几乎不可能以更低利率再融资，”戴蒙解释道。 他补充说：“今年他们还需要再融资约2万亿美元，但问题在于，我们不知道市场何时会开始真正担忧这些问题——不知道全球何时会因为通胀，而不愿再持有长期债券。” 戴蒙还指出，这种影响最终也会传导至信用市场。 “利率很容易继续上升，信用利差也可能进一步扩大。到了某个阶段，会有大量企业不得不以更高利率进行再融资，”

Basic earnings per share (basic EPS) of Alphabet Inc. Class C – BVL:GOOGUS TradingView

watch now VIDEO 2:54 02:54 SpaceX unveils unique lock up structure in IPO filing Fast Money When most companies go public, they follow a simple rule: insiders can't sell their shares for 180 days after the IPO. SpaceX is taking an unusual approach that could allow pre-IPO investors to sell sooner. The company built in a series of release valves that allow insiders to sell portions of their stock in the weeks and months after the IPO. This phased approach to insider selling accomplishes a few things. It prevents potential pressure on the stock when a lock-up is lifted and everyone can sell at once. And perhaps, even more noteworthy: It also could increase the float – or shares available to trade – sooner, which has implications for faster inclusion in the Nasdaq 100. Here's how SpaceX structured its lock-ups, according to the S-1 filling. After reporting earnings for the three months through June - the company's first results as a public company – insiders can sell up to 20% of their eligible locked-up shares. If this stock is also trading at least 30% above the IPO price at that point, they can sell an additional 10%. Then there's a rolling schedule, comprising 70, 90, 105, 120 and 135 days post-IPO, where another 7% unlocks at each of those interviews. Additionally, when SpaceX reports its second earnings as a public company – for the three months through September – an additional 28% can be sold. At the 180-day mark, whatever remains would be fully released. Index inclusion The unique lock-up structure is likely a response to new Nasdaq rules to include "fast entry" for new listings to be included on the Nasdaq 100. As of May 1 , companies with market caps above the 40 largest members in the Nasdaq 100 – SpaceX, based on its expected valuation, would qualify – are eligible for inclusion several weeks after their IPO. While the Nasdaq changed the 10 percent minimum free float requirement, it does give companies a lower weighting in the index until they have more sh...

Nvidia's big earnings reports aren't hitting the same way they used to. The chipmaker posted huge beats on fiscal 2027 first-quarter profit and revenue. On top of that, the company issued an $80 billion buyback, reported data center revenue growth of nearly 100% year on year and changed its reporting breakdown to better highlight the strength of its data center business. A slew of Wall Street research firms raised their price targets on Nvidia following the report. Among them are Bank of America, Jefferies, Bernstein, Wedbush and Evercore ISI. Still, the stock was down around 1% in early trading Thursday. Reports this strong in the past would have not only sent the individual name surging and sometimes led to a broader market rally. NVDA 5D mountain NVDA 5-day chart The reason for the market's lackluster reaction this time may be simple: complacency and the emergence of memory stocks as a force in AI. "Big picture, the market is spoiled by NVDA's continued beat + raise execution the market is spoiled by NVDA's continued beat + raise execution and stock action likely reinforces preference for Memory / commodity suppliers (MU, SNDK, Samsung, Hynix etc) rather than GPU / Compute (NVDA, AVGO)," Morgan Stanley's trading desk wrote. The stock market may also be growing complacent more broadly. Despite some of the recently sharp moves, the Cboe Volatility Index (VIX) — Wall Street's so-called fear gauge — is trading at 17. That's well below the early March peak of 35.3. The S & P 500 , despite being down 0.9% week to date, is still just 1.1% below its all-time high. This is despite oil prices holding above $100 per barrel on both West Texas Intermediate and Brent . On top of that, new data released last week points to rising inflation. Bottom line: Wall Street may need to appreciate good news when it comes its way — and account more for the present risks

South Korea’s KOSPI surged 7% on Thursday, snapping a multi-day losing streak as Asia-Pacific markets tracked Wall Street’s gains. The benchmark had fallen 9.35% after hitting an all-time high above 8,000 last Friday. KOSPI Performance. Source: Google Finance KOSPI Jumps 7% as Iran Thaw and Samsung Truce Spark Rebound Earlier-week declines came as President Donald Trump signaled possible US strikes on Iran, rattling investors. Sentiment has since reversed, with Trump saying Washington is now in the “final stages” of negotiations with Tehran. In addition, Samsung Electronics and its worker union reached a last-minute wage agreement late Wednesday. The deal suspended an 18-day strike scheduled to begin Thursday. Samsung shares climbed more than 6%, while memory rival SK Hynix jumped 11%. Semiconductor names also lifted after Nvidia’s latest earnings showed revenue climbing 85% year-on-year to $81.62 billion. Follow us on X to get the latest news as it happens Rally Now One of Asia’s Steepest The KOSPI has tripled in less than 18 months. According to the Financial Times, the pace beats the Nasdaq Composite’s dotcom-era climb by roughly six months. The rally is fueled largely by the country’s two heaviest-weighted listed companies, Samsung Electronics and SK Hynix. The pair now make up a record 42% of the benchmark, with Samsung up roughly 130% this year and SK Hynix climbing nearly 170%. Surging memory-chip demand from AI hyperscalers has anchored the run. Notably, Goldman Sachs, Citigroup, and JPMorgan have raised their year-end KOSPI targets in recent weeks. Subscribe to our YouTube channel to watch leaders and journalists provide expert insights

Among the files is a media Q&A on the appointment of Mountbatten-Windsor from 2001. It states that he would not be paid for the role but that his travel, related expenses, and those of his supporting staff would be covered.

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日本财务省21日公布的贸易统计数据显示，受中东局势延宕影响，日本4月原油进口量创新低，但进口价格却创新高。 数据显示，4月日本原油进口量为448万千升（1万千升约合6.29万桶），同比减少63.7%，创1979年以来单月最低水平。其中，日本长期依赖的中东原油进口降幅显著。4月，来自中东的原油进口量同比减少67.2%，至384.3万千升。 为弥补中东供应缺口，日本加大从美国等地采购原油。同期，来自美国的原油进口量同比增长38.8%，至45.7万千升。 除原油外，日本自中东进口的其他能源产品也明显减少。4月，来自中东的汽油进口量同比下降79.4%，液化天然气进口量下降76.1%。业界担忧，这可能进一步波及化工、化肥等行业的原料供应。 据《日本经济新闻》网站21日报道，4月日本原油进口单价升至每千升10.14万日元（1美元约合159日元），同比上涨37.9%，创1979年有可比数据以来新高。国际油价高位运行、霍尔木兹海峡通行受阻、日元贬值等因素是日本原油进口成本急升的主要原因。 日本经济产业省表示，除美国外，日本正扩大从中南美、中亚等地区的替代采购。然而，即便采购渠道增加，高企的进口价格仍将推高企业成本，并给居民生活带来压力。(新华社)

ARM股价一度飙升11%，至盘中纪录新高。 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。

Olga Yastremska/iStock via Getty Images So, since my February article , " Time to Take Profits on Gilead Sciences, " Gilead shares ( GILD ) have already fallen 13.7%, underperforming the S&P 500 [7.6% return] ( SPY ). Source: Seeking Alpha In it, in addition to its Q4 earnings , I discussed why, in my view, the $7.8 billion acquisition of Arcellx was overpriced. As a reminder, because of the rapidly increasing adoption of its competitor, J&J/Legend's Carvykti ( JNJ ) ( LEGN ), as 2L therapy, and the launch of Tecvayli plus Darzalex Faspro in March. Source: table was made by Author But still. What interesting things have happened in the last 3 months? On April 29 , Gilead announced that the FDA had accepted its NDA submission for BIC/LEN, a combination of 75 m bictegravir with 50 mg lenacapavir. By the way, this "duo" demonstrated in the ARTISTRY-1 [ NCT05502341 ] and ARTISTRY-2 [ NCT06333808 ] studies showed non-inferior efficacy to complex regimens and Biktarvy, respectively. In the ARTISTRY-2 trial, at week 48, only 1.3% of patients receiving lenacapavir/bictegravir had an HIV-1 RNA viral load of 50 copies/mL or higher, compared to 1% of those in the Biktarvy-arm. Well, am I still covering Gilead with a Sell rating? For now, I'll start by discussing sales of Yeztugo [ lenacapavir ], the "gem" of its HIV franchise. And looking forward, they turned out to be higher than I had priced into my "ALLKA 4D Rating" model. Yeztugo is becoming a key growth driver for Gilead's HIV franchise So, as you know, Gilead is the leader in the HIV therapeutics market. And in the second place, I put GSK. Overall, it has a rich portfolio of medications, including Biktarvy, Descovy, and Yeztugo. Thanks to this "trio," revenue of GILD's HIV unit rose 9.7% year-over-year to $5.03 billion . Source: table was made by Author based on the financial reports of Gilead Sciences By the way, Biktarvy is still Standard of Care, or "SoC," in treating adults with pre-existing HIV drug resistance and c...

格隆汇5月21日｜美国5月标普全球服务业PMI初值50.9，预期51.1，前值51；5月标普全球制造业PMI初值55.3，预期53.8，前值54.5。

Stellantis, the automaker behind the Jeep and Ram brands, has tapped self-driving startup Wayve to bring hands-free driving to its vehicles in 2028. The companies announced the deal Thursday during Stellantis’ investor day at its North American headquarters in Michigan. This is the second automaker deal for the buzzy U.K.-based startup and comes on the heels of a $1.2 billion Series D funding round that attracted deep-pocketed strategic investors, including Nissan and Stellantis, and returning backers Microsoft, Nvidia, and Uber. Wayve didn’t disclose the contractual value of the partnership or provide details on which Stellantis vehicles will get the self-driving software “brains” developed by Wayve, but according to Wayve CEO Alex Kendall, this is a commercial contract to supply Stellantis with tech at scale. The companies are targeting the North American market first, which helps narrow the field of Stellantis’ 14 brands, which also include Chrysler and Dodge. “One of the amazing things about Stellantis is the global, massive scale they operate at, and the diversity of products they offer,” Kendall told TechCrunch describing the opportunity for his startup. “It’s one of the reasons why it’s such a good match because our AI is so adaptable; we can generalize to the variety of products that they offer, and means that because of the diversity of sizes, shapes of vehicles, different driving styles, different geographies they run in our AI is built to scale across them all.” By 2028, there could be more vehicles to choose from. Stellantis announced Thursday that it plans to expand its market coverage in North America by launching 11 new vehicles by 2030 as part of its $70 billion turnaround plan. Seven of those vehicles will be priced under $40,000, and two under $30,000, Stellantis said. It’s not clear if Wayve’s tech will show up in those lower-cost cars and SUVs. Although, if one took Wayve’s efficiency pitch to heart, it might seem plausible. Wayve has developed a...

1. SpaceX is loss-making The entire business lost $4.9bn in 2025 on revenues of $18.7bn. Revenue is growing, however, rising by a third on 2024. SpaceX’s losses have widened since the start of the year, losing $4.3bn in the first quarter, compared with a loss of $528m in the same period last year. The company is split into three segments: space, which incorporates the rocket launch business whose clients include Nasa; connectivity, which houses Starlink; and AI, the unit behind xAI and the X platform. Connectivity makes the most revenue, at $11.4bn, followed by space with $4.1bn and AI at $3.2bn. The Starlink unit was the only profitable segment in the first three months of this year. The AI unit is heavily loss making, losing $6.4bn last year, which reflected factors such as higher computing expenses (for instance to build and operate the AI models that power Musk’s Grok tool). Capital expenditure was $20.7bn, with the xAI unit again showing itself to be a big cost centre. It accounted for $12.7bn of the total, primarily due to the cost of building massive datacentres. SpaceX has built the appropriately named Colossus datacentre. View image in fullscreen The xAI unit made losses of $6.4bn last year, reflecting factors such as higher computing expenses such as building and operate the AI models that power the Grok tool. Photograph: Dado Ruvić/Reuters 2. Mars ambitions There are some extraterrestrial aspirations in the document that are not found in the average flotation prospectus. The section marked “future markets” includes the following: space tourism; energy production and manufacturing on the moon and Mars; and asteroid mining. The prospectus acknowledges these markets “do not exist today”. View image in fullscreen A SpaceX Falcon Heavy rocket lifts off carrying a Nasa spacecraft from the Kennedy Space Center in Cape Canaveral, Florida, in 2023. Photograph: Joe Skipper/Reuters “While we believe these industries will develop over time, the manner in which they e...

Broadcom Joins Applied Materials In AI Chip Packaging Push Broadcom said the collaboration combines Applied Materials' materials engineering expertise with Broadcom's semiconductor and system-design capabilities to accelerate AI product deployment and improve time-to-market. Under the EPIC platform, Broadcom will access Applied Materials' global research network, including the new EPIC Center in Silicon Valley, to address growing AI hardware bottlenecks tied to connecting multiple chips within high-performance computing systems. AI Infrastructure Growth Remains Central Broadcom has become one of the largest semiconductor and infrastructure software companies, with custom AI accelerators emerging as a major growth driver. The partnership highlights how advanced packaging is becoming increasingly important as AI systems grow more complex and power-intensive. Advanced Packaging Emerges As AI Bottleneck Futurum analyst Brendan Burke said advanced packaging has become one of the biggest constraints on AI computing growth as chipmakers push for higher interconnect density, faster data movement, and better thermal management. Broadcom's roadmap for multi-die AI processors and 3D chip stacking increases the need for innovations in power delivery, packaging materials, and chip-to-chip connectivity — areas where Applied Materials specializes. EPIC Model Could Speed Commercialization Burke said Applied Materials' EPIC platform gives the company earlier involvement in chip architecture development instead of relying on traditional sequential supply-chain handoffs. The EPIC Center in Silicon Valley is designed to shorten the timeline between research and full-scale production, potentially helping Broadcom accelerate deployment of future AI infrastructure technologies. Analysts Expect Strong Earnings Growth Wall Street expects Broadcom to report fiscal second-quarter earnings of $2.32 per share on revenue of $22.08 billion, compared with earnings of $1.58 per share and revenue of...

美国5月标普全球制造业PMI初值55.3，创48个月新高。 美国5月标普全球服务业PMI初值50.9，创2个月新高。 美国5月标普全球综合PMI初值51.7，与前值一致。 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。

CRDO260522P00147000 互動股市圖表 | CRDO May 2026 147.000 put 股市 Yahoo 財經