BlackJack3D CoreWeave ( CRWV ) was in focus on Thursday as GF Securities started coverage on the cloud computing firm with a Buy rating and a $162 price target. Shares rose 4% in premarket trading. “Backed by first-mover GPU deployment, exclusive AI-only focus, best-in-class efficiency, and LTAs with major AI hyperscalers, CoreWeave is positioned as a long-term winner in the AI infra boom,” analyst Michelle Jing wrote in a note to clients. “We are positive on 1) accelerating demand for AI buildouts; 2) RPO that largely underpin our 2026–2027 revenue forecasts; 3) declining debt financing costs; 4) profitability to inflect sharply as large contracts mature; 5) new LTAs benefiting from higher GPU rental pricing.” Looking deeper, Jing said she sees a “large” opportunity for neoclouds, given that the companies are being supported by tailwinds from artificial intelligence-linked data centers. Global AI data center capacity is expected to hit 283 GW by 2030, compared to around 122 GW as of 2025, as the major cloud service providers and companies like OpenAI ( OPENAI ) and Anthropic ( ANTHRO ) expand their operations. “After incorporating demand from enterprises and sovereign AI projects, we estimate the remaining addressable market represents a ~$1.7tn TAM for neocloud providers from 2026–2030,” Jing added. Additionally, CoreWeave's push to profitability has been better than expected, Jing conceded, with the company likely to hit it in 2028. More on CoreWeave CoreWeave, Inc. (CRWV) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Why CoreWeave Still Looks Undervalued CoreWeave: Don't Say I Didn't Warn You To Leave Before It Was Too Late (Downgrade) SA analyst upgrades/downgrades: TSLA, AMD, HR, CRWV Biggest stock movers Monday: NBIS, UNH, REGN, D, and more

An NHS trust has sacked 11 staff members who illegally accessed the medical records of the victims of the Nottingham attacks. Valdo Calocane killed two 19-year-old students, Barnaby Webber and Grace O’Malley-Kumar, and Ian Coates, a 65-year-old caretaker, before attempting to kill three other people in the city in June 2023. Nottingham university hospitals NHS trust (NUH) confirmed that 11 members of its staff had been dismissed as part of an investigation into claims the victims’ medical files were inappropriately accessed. A further 14 staff members have been disciplined with written warnings, but remain in post. Staff investigated include doctors, nurses, registered medical professionals and administrators. The roles of those who have been dismissed were not made public. Emma Webber, the mother of Barnaby Webber, expressed her disgust at the scale of misconduct. She said the families of the victims disputed the trust’s claim that as many 48 members of staff legitimately accessed the files. Dr Manjeet Shehmar, the medical director at NUH, apologised to the victims’ families and said the disciplinary action showed the trust would not tolerate prying into medical records. The families of Webber, O’Malley Kumar and Coates have been informed of the disciplinary action. View image in fullscreen Ian Coates, Barnaby Webber and Grace O'Malley-Kumar. Photograph: Nottinghamshire Police/PA In a statement Shehmar said: “The families of Ian, Grace and Barnaby have had to endure much pain and heartache, and I am truly sorry that the actions of some of our staff have added to that. “To access the medical records of our patients without a legitimate reason is totally unacceptable and we are doing all we can to identify where and how that has happened. I hope that the families, staff and our communities feel reassured by the outcomes so far, that we are taking this seriously and will continue to do so.” She added: “It is essential that access to patient records is lawful, justifie...

Twin Capital Management Inc. boosted its stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 53.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 15,213 shares of the semiconductor manufacturer's stock after purchasing an additional 5,272 shares during the period. Twin Capital Management Inc.'s holdings in Micron Technology were worth $4,342,000 at the end of the most recent quarter. Other institutional investors have also recently added to or reduced their stakes in the company. High Note Wealth LLC boosted its position in Micron Technology by 65.4% in the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer's stock valued at $25,000 after buying an additional 34 shares during the period. Elevation Wealth Partners LLC boosted its position in Micron Technology by 295.8% in the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer's stock valued at $27,000 after buying an additional 71 shares during the period. Steigerwald Gordon & Koch Inc. boosted its position in Micron Technology by 4,800.0% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer's stock valued at $28,000 after buying an additional 96 shares during the period. Joseph Group Capital Management purchased a new position in Micron Technology in the 4th quarter valued at approximately $31,000. Finally, Luken Investment Analytics LLC purchased a new position in Micron Technology in the 4th quarter valued at approximately $31,000. Institutional investors and hedge funds own 80.84% of the company's stock. Get Micron Technology alerts: Sign Up Insider Activity In other news, Director Steven J. Gomo sold 2,000 shares of Micron Technology stock in a transaction on Monday, May 11th. The shares were sold at an average price of $787.03, for a total transaction of $1,574,060.00. Following the completion of the sale, the director directly owned ...

Financial Synergies Wealth Advisors Inc. acquired a new position in Qualcomm Incorporated (NASDAQ:QCOM - Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired 2,916 shares of the wireless technology company's stock, valued at approximately $499,000. Other large investors also recently modified their holdings of the company. Brighton Jones LLC grew its stake in shares of Qualcomm by 116.6% in the fourth quarter. Brighton Jones LLC now owns 17,356 shares of the wireless technology company's stock valued at $2,666,000 after buying an additional 9,343 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Qualcomm by 15.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 2,542 shares of the wireless technology company's stock valued at $391,000 after buying an additional 340 shares in the last quarter. Sivia Capital Partners LLC grew its stake in shares of Qualcomm by 44.3% in the second quarter. Sivia Capital Partners LLC now owns 3,325 shares of the wireless technology company's stock valued at $530,000 after buying an additional 1,020 shares in the last quarter. Main Street Financial Solutions LLC grew its stake in shares of Qualcomm by 6.1% in the second quarter. Main Street Financial Solutions LLC now owns 5,778 shares of the wireless technology company's stock valued at $920,000 after buying an additional 333 shares in the last quarter. Finally, Transamerica Financial Advisors LLC grew its stake in shares of Qualcomm by 9.7% in the second quarter. Transamerica Financial Advisors LLC now owns 6,800 shares of the wireless technology company's stock valued at $1,083,000 after buying an additional 603 shares in the last quarter. 74.35% of the stock is currently owned by hedge funds and other institutional investors. Get Qualcomm alerts: Sign Up Analyst Upgrades and Downgrades A number of research firms have recently issued reports on QCOM. Mizuho lowered their target pric...

Financial Synergies Wealth Advisors Inc. acquired a new stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 4,610 shares of the semiconductor manufacturer's stock, valued at approximately $1,316,000. Several other institutional investors and hedge funds have also recently modified their holdings of MU. AQR Capital Management LLC raised its holdings in shares of Micron Technology by 411.9% in the 3rd quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer's stock valued at $606,873,000 after buying an additional 2,918,535 shares during the period. Vanguard Group Inc. raised its holdings in shares of Micron Technology by 1.9% in the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer's stock valued at $30,427,016,000 after buying an additional 1,954,644 shares during the period. California Public Employees Retirement System raised its holdings in shares of Micron Technology by 70.2% in the 3rd quarter. California Public Employees Retirement System now owns 3,023,799 shares of the semiconductor manufacturer's stock valued at $505,942,000 after buying an additional 1,246,773 shares during the period. Voloridge Investment Management LLC raised its holdings in shares of Micron Technology by 1,064.3% in the 3rd quarter. Voloridge Investment Management LLC now owns 1,304,471 shares of the semiconductor manufacturer's stock valued at $218,264,000 after buying an additional 1,192,433 shares during the period. Finally, Wellington Management Group LLP increased its holdings in Micron Technology by 19.9% during the 3rd quarter. Wellington Management Group LLP now owns 7,150,530 shares of the semiconductor manufacturer's stock worth $1,196,427,000 after purchasing an additional 1,188,296 shares during the period. Hedge funds and other institutional investo...

ChoiceOne Financial Services ( COFS ) declares $0.29/share quarterly dividend , in line with previous. Forward yield 3.7% Payable June 30; for shareholders of record June 15; ex-div June 15. See COFS Dividend Scorecard, Yield Chart, & Dividend Growth. More on ChoiceOne Financial Services Seeking Alpha’s Quant Rating on ChoiceOne Financial Services Historical earnings data for ChoiceOne Financial Services Dividend scorecard for ChoiceOne Financial Services Financial information for ChoiceOne Financial Services

NoDerog/iStock Unreleased via Getty Images Bed Bath and Beyond, Inc. ( BBBY ) had a sharp pop recently primarily driven by some investor enthusiasm on X . I do not agree with this enthusiasm and I do not believe that the current fundamentals of the firm justify buying the stock at the current price levels. In my previous writing , I already pointed out the firm's weak fundamentals, as well as the challenging macroeconomic environment - including weak consumer sentiment and a slow housing market, and rated the stock as sell. After the most recent earnings release, I am still not impressed with the stock and I believe that this pop may only be a good opportunity to get out of an existing position. Discussion of Q1 Results At first sight, the most recent quarterly results give hope for some optimism. The firm finally achieved revenue growth - for the first time in a meaningful extent in the past 19 quarters. I agree that this is a positive sign, but it is by far not enough to become bullish on the firm, especially if we consider that at the same time the gross margin contracted, and the company still generated losses. Results (Bed Bath & Beyond) Let us talk a bit more in depth about this revenue growth to try to assess how sustainable this may be. First, we can see that the growth was a result of improved marketing and increased average order value. This means that despite the macro headwinds, customers, who decide to spend, they actually spend more. But this is probably the only positive thing that I can highlight. Revenue (Bed Bath and Beyond) If we look at other metrics, the picture is much worse. Orders delivered — LTM — fell by as much as 1 million, representing a 19% decline year-over-year. Orders and AOV (Bed Bath and Beyond) The number of active customers also declined by roughly 1 million, representing a 17% decline compared to the same period in the prior year. Further, order frequency also declined by 2%. These metrics mean that less and less people are orde...

S&P 500 Index futures fall 0.3% as of 7:46 a.m. in New York as traders continue to follow the situation in the Middle East. Nasdaq 100 futures are down 0.4% Dow Jones Industrial Average futures are down 0.2% The MSCI World Index is little changed Here are some of the biggest US movers before the bell: Magnificent Seven: Tesla (TSLA) rises 1% as billionaire Elon Musk’s space startup, SpaceX, filed publicly for what stands to be the largest-ever initial public offering. Nvidia (NVDA) shares are up 0.3%. The AI chipmaker reported its first-quarter results and gave a forecast amid increased investor skepticism. While analysts are broadly positive, some also questioned the sustainability of growth, especially amid higher competition. Amazon (AMZN) +0.1%, Alphabet (GOOGL) -0.1%, Meta Platforms (META) -0.5%, Apple (AAPL) -0.4%, Microsoft (MSFT) -0.7% Aevex Corp. (AVEX) is up 4% after the drone maker reported first-quarter earnings. The company also announced that it was awarded $15.6 million in contracts by the US Air Force. Applied Digital (APLD) jumps 10% after the company signed a 15-year lease valued at about $7.5 billion with a US investment-grade hyperscaler for its Polaris Forge 3 campus. Borr Drilling (BORR) falls 5% after it reported a wider than expected first-quarter net loss due to a delayed start up of the company’s Odin rig. Elf Beauty Inc. (ELF) is up 7% after the cosmetics company beat the average analyst estimate on major profit and revenue estimates. Eli Lilly & Co. (LLY) inches 1% higher after nearly half of patients who got a high dose of the company’s next-generation obesity shot lost the equivalent weight of bariatric surgery. Deere & Co. (DE) falls about 3% after the world’s biggest farm machinery maker kept its profit outlook unchanged after raising it earlier this year. IBM (IBM) gains 6%, GlobalFoundries (GFS) climbs 11% and smaller quantum-computing players rally after the Wall Street Journal reported that the Trump administration is awarding $2 ...

Immix Biopharma ( IMMX ) has priced its offering of 16,778,524 shares at a price to the public of $8.94 per share. The gross proceeds to Immix from the offering, before deducting the underwriting discounts, commissions, and other offering expenses, are expected to be $150M. The offering is expected to close on or about May 22, 2026, subject to the satisfaction of customary closing conditions. The company plans to use the net proceeds from the offering to support development of its CAR-T cell therapy, NXC-201, as well as for working capital and other general corporate purposes. Immix said it expects the proceeds, together with existing cash and cash equivalents, to fund operations into mid-2028. IMMX shares closed at $8.94 on Wednesday and is up +10% premarket on Thursday to $9.93. More on Immix Biopharma, Inc. Immix rises after mid-stage trial data for AL amyloidosis therapy Immix rises as Morgan Stanley starts with bullish view on CAR-T therapy Seeking Alpha’s Quant Rating on Immix Biopharma, Inc. Historical earnings data for Immix Biopharma, Inc. Financial information for Immix Biopharma, Inc.

Dragos Condrea/iStock via Getty Images ZenaTech ( ZENA ) has signed an offer to acquire an Alberta -based land surveying and geomatics company operating across three Western Canadian provinces. The proposed acquisition would mark ZenaTech’s first land surveying acquisition in Canada and the first focused on drone-based oil and gas industry services, establishing a 'Drone as a Service' presence in a sector growing at over 28% annually. “This proposed acquisition represents an important strategic expansion of our Drone as a Service business into Canada’s oil and gas sector, one of the most significant energy markets in North America,” said Shaun Passley , CEO of ZenaTech. Importantly, drones are already deeply integrated into the target acquisition company’s operations, with ~80% of current projects utilizing drone-based workflows as part of surveying and geospatial data collection, ZenaTech ( ZENA ) said. More on ZenaTech ZenaTech: Drone-As-A-Service Rollup Play With Explosive Growth, But Dilution Looms ZenaTech reports FY results Seeking Alpha’s Quant Rating on ZenaTech Historical earnings data for ZenaTech Financial information for ZenaTech

格隆汇5月21日｜韩国产业通商部21日表示，政府自22日零时起实施的第六轮成品油最高限价措施将继续维持现行水平，为期四周。这也是政府连续第四轮冻结成品油最高限价。

格隆汇5月21日｜伊朗陆军总司令：陆军已做好充分准备，将对任何针对国家的威胁、侵略或冒险行动，作出果断、令其追悔莫及且符合伊朗威力的回应。

FinWise Bancorp ( FINW ) was trading higher after the announcement of a share repurchase program of up to ~5% of issued and outstanding shares. Shares were 1.03% higher at $13.67 during pre-market trading on Thursday. The Murray, Utah-based company is set to buy back up to 685,000 shares as of the expiration date of May 31, 2028. FinWise may, from time to time and on or before the program's expiration date, repurchase shares of its outstanding common stock in the open market, in privately-negotiated transactions, or otherwise. "We ended the first quarter with a bank leverage ratio of 16.8%, nearly double the well-capitalized threshold, and tangible book value of $14.34 per share," said CEO Jim Noone. More on FinWise Bancorp FinWise Bancorp (FINW) Q1 2026 Earnings Call Transcript FinWise targets $8M-$10M monthly credit enhanced growth while guiding $4M-$5M quarterly net charge-offs for noncredit enhanced loans FinWise Bancorp names new CEO Seeking Alpha’s Quant Rating on FinWise Bancorp Historical earnings data for FinWise Bancorp

Companies in the Communication Services sector have received a lot of coverage today as analysts weigh in on Alphabet Class A (GOOGL), Baidu (BIDU) and Alphabet Class C (GOOG). Start a conversation with TipRanks’ trusted, data-backed investment intelligence Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds Alphabet Class A (GOOGL) In a report released today, Brian Pitz from BMO Capital reiterated a Buy rating on Alphabet Class A, with a price target of $435.00. The company’s shares closed last Tuesday at $387.66. According to TipRanks.com, Pitz is a 5-star analyst with an average return of 12.9% and a 61.7% success rate. Pitz covers the NA sector, focusing on stocks such as StubHub Holdings Incorporation Class A, DoubleVerify Holdings, and Electronic Arts. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for Alphabet Class A with a $425.68 average price target, representing a 7.2% upside. In a report released today, Stifel Nicolaus also maintained a Buy rating on the stock with a $420.00 price target. See Insiders’ Hot Stocks on TipRanks >> Baidu (BIDU) Susquehanna analyst Shyam Patil maintained a Hold rating on Baidu today and set a price target of $140.00. The company’s shares closed last Tuesday at $137.68. According to TipRanks.com, Patil is a 5-star analyst with an average return of 9.6% and a 54.5% success rate. Patil covers the Technology sector, focusing on stocks such as Tenable Holdings, Varonis Systems, and Check Point. ;'> The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Baidu with a $165.17 average price target, a 19.0% upside from current levels. In a report issued on May 8, Morgan Stanley also maintained a Hold rating on the stock with a $135.00 price target. Alphabet Class C (GOOG) In a report released today, Nat Schindler from Scotiabank maintained a Buy rating on Alphabet Class C, with a price target of $450.00. The com...

BlackRock, Inc. ( BLK:CA ) declares $5.73/share quarterly dividend . Payable June 23; for shareholders of record June 5; ex-div June 5. See BLK:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on BlackRock BlackRock: Time To 'Buy' This Eventual Dividend Aristocrat Now BlackRock: Not Adding Despite A Stellar Q1 2026 BlackRock, Inc. 2026 Q1 - Results - Earnings Call Presentation Citi and BlackRock's HPS team up for $17.5B program to expand direct lending in EMEA BlackRock is said to weigh investing billions in SpaceX IPO

格隆汇5月21日｜伊朗总统佩泽希齐扬：政府将全力支持武装力量，军队以高度的战备状态展示了国家的防御力量。

Twin Capital Management Inc. raised its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 9.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 35,745 shares of the enterprise software provider's stock after buying an additional 3,208 shares during the period. Oracle comprises 0.9% of Twin Capital Management Inc.'s investment portfolio, making the stock its 15th largest position. Twin Capital Management Inc.'s holdings in Oracle were worth $6,967,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors have also recently bought and sold shares of ORCL. Jennison Associates LLC lifted its position in Oracle by 2,062.4% during the third quarter. Jennison Associates LLC now owns 9,227,252 shares of the enterprise software provider's stock valued at $2,595,072,000 after buying an additional 8,800,546 shares in the last quarter. Vanguard Group Inc. lifted its position in Oracle by 3.5% during the fourth quarter. Vanguard Group Inc. now owns 174,802,084 shares of the enterprise software provider's stock valued at $34,070,674,000 after buying an additional 5,841,584 shares in the last quarter. American Century Companies Inc. lifted its position in Oracle by 333.7% during the third quarter. American Century Companies Inc. now owns 5,238,006 shares of the enterprise software provider's stock valued at $1,473,137,000 after buying an additional 4,030,382 shares in the last quarter. Amundi lifted its position in Oracle by 32.9% during the third quarter. Amundi now owns 9,636,090 shares of the enterprise software provider's stock valued at $2,809,609,000 after buying an additional 2,385,556 shares in the last quarter. Finally, SG Americas Securities LLC lifted its position in Oracle by 921.6% during the fourth quarter. SG Americas Securities LLC now owns 2,311,815 shares of the enterprise software provid...

Twin Capital Management Inc. lowered its position in shares of Qualcomm Incorporated (NASDAQ:QCOM - Free Report) by 26.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 24,099 shares of the wireless technology company's stock after selling 8,546 shares during the period. Twin Capital Management Inc.'s holdings in Qualcomm were worth $4,122,000 as of its most recent filing with the SEC. Other institutional investors have also modified their holdings of the company. Cloud Capital Management LLC bought a new position in shares of Qualcomm during the third quarter worth about $27,000. Richardson Financial Services Inc. grew its position in shares of Qualcomm by 90.9% during the fourth quarter. Richardson Financial Services Inc. now owns 168 shares of the wireless technology company's stock worth $29,000 after acquiring an additional 80 shares during the last quarter. Torren Management LLC bought a new position in shares of Qualcomm during the fourth quarter worth about $29,000. Glass Jacobson Investment Advisors llc grew its position in shares of Qualcomm by 113.5% during the fourth quarter. Glass Jacobson Investment Advisors llc now owns 190 shares of the wireless technology company's stock worth $32,000 after acquiring an additional 101 shares during the last quarter. Finally, Board of the Pension Protection Fund bought a new position in shares of Qualcomm during the fourth quarter worth about $34,000. Institutional investors own 74.35% of the company's stock. Get Qualcomm alerts: Sign Up Insider Buying and Selling at Qualcomm In other news, CAO Patricia Y. Grech sold 192 shares of the firm's stock in a transaction dated Thursday, April 30th. The shares were sold at an average price of $172.00, for a total transaction of $33,024.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 tra...

Mach 1 Financial Group LLC purchased a new stake in Micron Technology, Inc. (NASDAQ:MU - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,479 shares of the semiconductor manufacturer's stock, valued at approximately $1,278,000. A number of other large investors have also recently added to or reduced their stakes in MU. REAP Financial Group LLC acquired a new position in Micron Technology in the third quarter valued at approximately $25,000. High Note Wealth LLC lifted its holdings in Micron Technology by 65.4% in the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer's stock valued at $25,000 after acquiring an additional 34 shares during the last quarter. Elevation Wealth Partners LLC lifted its holdings in Micron Technology by 295.8% in the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer's stock valued at $27,000 after acquiring an additional 71 shares during the last quarter. Steigerwald Gordon & Koch Inc. lifted its holdings in Micron Technology by 4,800.0% in the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer's stock valued at $28,000 after acquiring an additional 96 shares during the last quarter. Finally, GHP Investment Advisors Inc. lifted its holdings in Micron Technology by 91.2% in the fourth quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer's stock valued at $31,000 after acquiring an additional 52 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds. Get Micron Technology alerts: Sign Up Insider Buying and Selling In other news, Director Steven J. Gomo sold 2,000 shares of the company's stock in a transaction on Monday, May 11th. The stock was sold at an average price of $787.03, for a total transaction o...

Mach 1 Financial Group LLC acquired a new position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 4,613 shares of the semiconductor manufacturer's stock, valued at approximately $988,000. Several other institutional investors and hedge funds have also modified their holdings of the stock. James J. Burns & Company LLC grew its holdings in shares of Advanced Micro Devices by 2.3% during the 4th quarter. James J. Burns & Company LLC now owns 1,816 shares of the semiconductor manufacturer's stock valued at $389,000 after acquiring an additional 40 shares in the last quarter. Cassaday & Co Wealth Management LLC grew its holdings in shares of Advanced Micro Devices by 0.9% during the 4th quarter. Cassaday & Co Wealth Management LLC now owns 4,912 shares of the semiconductor manufacturer's stock valued at $1,052,000 after acquiring an additional 43 shares in the last quarter. OneAscent Family Office LLC grew its holdings in shares of Advanced Micro Devices by 2.6% during the 3rd quarter. OneAscent Family Office LLC now owns 1,755 shares of the semiconductor manufacturer's stock valued at $284,000 after acquiring an additional 44 shares in the last quarter. Willis Johnson & Associates Inc. grew its holdings in shares of Advanced Micro Devices by 1.9% during the 4th quarter. Willis Johnson & Associates Inc. now owns 2,304 shares of the semiconductor manufacturer's stock valued at $493,000 after acquiring an additional 44 shares in the last quarter. Finally, Addison Advisors LLC grew its holdings in shares of Advanced Micro Devices by 12.7% during the 3rd quarter. Addison Advisors LLC now owns 400 shares of the semiconductor manufacturer's stock valued at $65,000 after acquiring an additional 45 shares in the last quarter. 71.34% of the stock is currently owned by hedge funds and other institutional investors. Get Advanced Micro Devi...

Advanced Micro Devices, Inc. $AMD Shares Purchased by Twin Capital Management Inc. MarketBeat

中邮科技公告，股东国华卫星应用产业基金（南京）合伙企业（有限合伙）（简称“国华卫星”）持有公司股份374.34万股，占总股本2.7525%。国华卫星计划自2026年6月12日至2026年9月11日，通过大宗交易和集中竞价方式减持合计不超过374.34万股，占总股本2.7525%。其中，大宗交易连续90日内不超过238.34万股（占1.7525%），集中竞价连续90日内不超过136万股（占1%）。减持来源为IPO前取得股份。

从SK海力士的工服，摇身一变成了韩国相亲市场的“战术核武器”那天起。 “借钱梭哈” “无脑杠杆” “工资/学费All in”这些被大家视为疯魔的股市操作，就已经成了韩国人的共性选择。 AI浪潮正在改变韩国 自进入2026年以来，韩国的三星电子、SK海力士可谓吃足了“内存红利”。人均月薪上涨25%至50000 RMB、人均610万绩效奖金这些新闻，不仅在国内的社媒上引发了网友热议，更同样在韩国投下了“信息炸弹”。 且不谈原本就被当做“大厂精英”的三星员工们，这下腰板更直了。曾经被视为“工科NPC”的SK海力士员工，也因为“Lord hynix”这样一个词条，成为了全社会羡慕的焦点。 举个例子。 韩国婚介公司 Gayeon 的工作人员坦言称：“我们过去给 SK 海力士员工匹配的伴侣大概是 B+ 级，但现在他们都是 A 级”。 因为在韩国，最受人尊敬的职业是医生、律师这类传统认知中的“精英”；其次是背靠巨头企业的白领雇员，如三星员工等。至于SK海力士的员工，虽不至于位居鄙视链最底层，但多数人在相亲时还是喜欢谎称自己是三星的工程师，以此来争取更高的第一印象分。 但这一切的一切，全都因“AI浪潮” “内存荒”的出现改变了。 坐拥天价奖金+工资的SK海力士员工，不仅社会地位直逼医生、律师，就连他们穿过的旧工服也能因为Logo的存在，一夜之间成为二手交易网站上的香饽饽。 不过话又说回来。 对韩国人而言，能加入大厂的终究是少数。比起从现在开始奋发图强，想办法跨行半导体、芯片生态。购买这些公司的股票，让工程师们替自己赚钱，才是当下绝大部分韩国人的共性想法。 韩国全民彻底疯狂 “我甚至没告诉我太太借了这笔钱。我不想错过这波牛市。” “我买了SK海力士，感觉很硬气、很开心。” 在数据层面，除韩国KOSPI指数自年初算起已上涨超70%外，SK海力士、三星也同样取得了股价累计上涨超150%、120%的好成绩。 这样听起来貌似有点抽象。 一位叫做金敏贞的韩国市民向记者透露，她在4月末开通了股票账户，彼时韩国的KOSPI指数大概在5500点左右，即便和当下大盘数据仍有差距。但1股周五购买的SK海力士，在下周一就能带来约22万韩元的收益（约合1000元 RMB）。 如此强大的增值能力，也让众多韩国人把本轮AI浪潮看成了一生仅有一次的“改命机会”。以至于除上班族会把工资全部放到股市里，随后无心工作，...

埃隆·马斯克和山姆·奥尔特曼的“世纪诉讼”刚刚裁决完，两人的战火便迅速转移到了华尔街。 美西时间5月21日，SpaceX正式向美国证券交易委员会递交了S-1上市招股书，计划以代码“SPCX”在纳斯达克上市，目标估值高达1.75万亿-2万亿美元，募资上限750亿美元。 就在同一天，OpenAI被曝正在与高盛和摩根士丹利合作起草招股说明书，最快5月22日秘密递交IPO文件，目标最早今年9月上市。 一对曾经的创业合伙人，如今的法庭和市场死敌，在同一个星期内向资本市场发出了各自的请帖。但这并不是什么“昔日兄弟携手上岸”的温情戏码，这是一场针锋相对，白刃相见的华尔街撕杀大戏。 在这场大戏中， 马斯克贩卖的，是一个“太空AI”的故事。奥尔特曼讲述的，则是如何从“非营利慈善机构”，变身盈利饥渴症的转型剧本。 于剧外的观众而言，更关注的，是这场IPO大争抢中，谁的故事更好听，谁的数据更好看，谁是那个最想借着上市继续续命的人。 更重要的是，这些科技巨头，到底是在讲故事，还是在创造价值？两家巨头抢位华尔街后，留给投资者和行业的，是一个怎样的市场？ SpaceX：没有利润，就将“梦想”塞进招股书 这次，马斯克摆到投资者面前的，是一份极度撕裂的财务底牌。 马斯克的目标很宏大，SpaceX计划融资750亿美元，估值1.75万亿-2万亿美元，首日上市日期预计在6月12日。如果实现这一目标，SpaceX将是人类史上最大的IPO，而马斯克，将成为全球首个万亿富翁。 但招股书揭露的关键数据显示，2025年，SpaceX净亏损高达49.4亿美元，2026年第一季度的亏损更是惊人地逼近2025年一年，高达42.8亿美元，这些都与2万亿美元的估值相去甚远。 拆开看，SpaceX的业务板块“贫富十分悬殊”。 图：SpaceX三大业务营收及利润情况来源：SpaceX招股书 在航天、连接/星链（Starlink）、AI三大业务板块中，星链所在的连接业务是唯一拿得出手的。2026年第一季度营收32.6亿美元，营业利润11.9亿美元，占总营收69%。单季11.9亿美元的利润，放到任何标准下都是极其漂亮的数字。 但问题在于，星链赚的钱去哪了？答案在其他两大业务板块。 SpaceX的航天业务（火箭发射和星舰项目），第一季度营收6.19亿美元，却亏了6.62亿美元。从数据来看，SpaceX已经烧了超过150亿美元来开发星...

格隆汇5月21日｜京东方A公告，公司于2026年5月21日披露了《关于与康宁公司签署合作备忘录的公告》市场对此关注度较高，存在个别外界错误解读，特再次提示风险如下：玻璃基封装载板业务、钙钛矿业务、光互连业务，尚在技术探讨和验证阶段，还未量产，也未产生量产营收，未来公司能否、以及何时量产并实现相关领域的预期效益，存在重大不确定性。根据业务发展情况，预计未来2-3年内，上述业务都无法对公司经营业绩产生重大影响。截至目前，公司与英伟达暂未开展业务合作，部分媒体推论缺乏事实依据。

Aebi Schmidt Holding AG ( AEBI ) declares $0.025/share quarterly dividend , in line with previous. Forward yield 0.82% Payable June 25; for shareholders of record June 5; ex-div June 5. See AEBI Dividend Scorecard, Yield Chart, & Dividend Growth.

杭州通信工控设备及车联网服务商万马科技，发生了什么？ 5月15日，万马科技公告称，公司股东闫楠所持公司240万股股份正在被公开拍卖，目前累计被司法拍卖332万股，占公司总股本2.48%，占其所持股份比例约97%。 两天前，万马科技“二代”张禾阳申请辞去公司董事长、战略委员会委员职务，仅保留一些“闲职”。董事长职位由公司董事、总经理徐兰芝接任；更早半个月前，张禾阳的姐姐张珊珊辞任万马科技董事一职。 两人的辞职理由一致： 个人原因。 截图来源于企业公告 张珊珊、张禾阳，分别是万马集团创始人、万马科技实控人张德生的大女儿、二女儿。2018年，张禾阳接过万马科技董事长一职，正式开始接班，张珊珊则一直是公司小股东及高管。 前述两则公告看似没有关联，实际上，在张珊珊、张禾阳任期内，万马科技进行了两次“变身”，第一次是从通信工控设备、医疗信息化两大主业重仓IDC业务，第二次是转型为车联网服务商。 两次变身都是通过“买买买”实现——收购安华智能、计划收购果通科技。而文首提及的万马科技股东闫楠，恰好是果通科技原股东之一。由此，张氏姐妹将主业面临颓势的万马科技成功推上风口。 只是，在两笔并购交易过程中，张氏姐妹不断在合规边缘“试探”，包括收购目标公司财务数据存在偏差、终止业绩承诺、拟向张德生实控的关联公司并购、多次变更上市募资用途等。 如今，在毫无预兆的情况下，张氏姐妹先后选择了全身而退，发人深思。 01 两次重大并购 张珊珊辞任公司董事职务那一天，万马科技披露了2025年业绩。 2025年，万马科技实现营收7.25亿元、净利润0.47亿元，同比分别增长29%、14%，其中营收创造了上市以来新高。 业绩大涨的关键在于，车联网业务收入同比增长49.33%至3.81亿元。同时，车联网业务收入首次超过传统的通信主业，占比达到52.6%。 截图来源于企业财报 万马科技称，公司车联网连接数再创新高，目前已超1750万辆，推动车联网收入增长；同时，公司将车联网业务技术积累逐渐迁移应用至L4级无人驾驶场景。 万马科技从通信传统主业切入到车联网业务，离不开张禾阳、张珊珊两姐妹任内两笔重大收并购。 2019年8月，面临传统通信主业收入持续下跌的万马科技，斥资5087万元收购了安华智能51%股份，欲借助后者现有B端市场基础及重仓IDC“机柜+集体”业务，扭转颓势。 但这一次并购并没有取得预期效果。 收购前...