凯迪股份公告，公司股票于2026年5月19日、20日、21日连续三个交易日内日收盘价格涨幅偏离值累计超过20%，触发异常波动。自2026年5月15日以来，公司已触发2次异常波动，股价累计涨幅43.95%。经自查，公司生产经营正常，控股股东及实控人不存在应披露未披露的重大事项。针对市场关注的机器人业务，公司表示该业务已立项，但产品仍处于开发阶段，短期内暂无法形成收入，预计不会对业绩造成重大影响。此外，公司2025年度归母净利润同比减少29.94%，2026年第一季度归母净利润为亏损状态。

格隆汇5月21日｜凯迪股份发布异动公告，公司股票价格于2026年5月19日、5月20日、5月21日连续三个交易日内日收盘价格涨幅偏离值累计超过20%。经公司董事会自查及发函问询控股股东及实际控制人，截至本公告披露日，不存在应披露而未披露的重大信息。公司机器人相关业务已立项，产品仍处于开发阶段，短期内暂无法形成收入，预计不会对公司业绩造成重大影响。

Indonesia, Malaysia have approved asset transfers to new Eni-Petronas JV, Petronas exec says Reuters

For months, scammers have been taking advantage of a loophole that allows them to send spammy emails from an internal Microsoft email address typically used for sending legitimate account alerts. It’s not clear how the scammers are abusing the system, but they have been able to set up new Microsoft accounts as if they are new customers, and use that access to send out emails purportedly from the tech giant itself, potentially tricking people into thinking that these emails may be genuine. Microsoft doesn’t yet appear to have gotten a handle on the issue. Last week, I received several, similarly structured emails containing subject lines and web links to scammy sites from Microsoft across different email accounts. These crudely made emails were sent from msonlineservicesteam@microsoftonline.com , an email account that Microsoft uses to send important notifications to users, such as two-factor authentication codes and other critical alerts about their online account. Some of these emails’ subject lines resembled official emails that would alert users to fraudulent transactions, while other emails claimed to have a private messaging waiting for the recipient at a web address mentioned in the email body. Image Credits:TechCrunch (screenshot) / In a social post on Tuesday, anti-spam non-profit, The Spamhaus Project, said it had also seen Microsoft’s account notification email address being abused to send spam, and that the activity dated back “several months.” “Automated notification systems should not allow this level of customization,” wrote Spamhaus. The non-profit added that it has notified Microsoft of the issue. When contacted by TechCrunch earlier this week, a Microsoft spokesperson acknowledged our inquiry, but has not yet commented or said if the company has stopped the abuse of its account notification email. This is the latest in a rash of incidents in which hackers or scammers have abused company systems to trick unsuspecting customers in recent months. Earli...

格隆汇5月21日｜据市场消息，巴黎上诉法院裁定空客在2009年里约-巴黎航班坠机案中犯有公司过失杀人罪。

Fortis Group Advisors LLC lowered its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 16.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,263 shares of the company's stock after selling 4,727 shares during the period. Fortis Group Advisors LLC's holdings in Palantir Technologies were worth $4,135,000 at the end of the most recent quarter. Get Palantir Technologies alerts: Sign Up A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. raised its holdings in shares of Palantir Technologies by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 215,444,098 shares of the company's stock worth $38,295,188,000 after buying an additional 1,557,828 shares during the last quarter. State Street Corp raised its holdings in shares of Palantir Technologies by 7.2% in the third quarter. State Street Corp now owns 101,258,899 shares of the company's stock worth $18,471,648,000 after buying an additional 6,777,771 shares during the last quarter. Invesco Ltd. raised its holdings in shares of Palantir Technologies by 5.9% in the third quarter. Invesco Ltd. now owns 21,798,785 shares of the company's stock worth $3,976,534,000 after buying an additional 1,213,529 shares during the last quarter. Northern Trust Corp raised its holdings in shares of Palantir Technologies by 3.8% in the third quarter. Northern Trust Corp now owns 21,088,462 shares of the company's stock worth $3,846,957,000 after buying an additional 769,238 shares during the last quarter. Finally, Amundi raised its holdings in shares of Palantir Technologies by 38.7% in the third quarter. Amundi now owns 15,679,158 shares of the company's stock worth $2,814,879,000 after buying an additional 4,373,201 shares during the last quarter. Hedge funds and other institutional investors own 45.65% of the company's stock. Wal...

格隆汇5月21日｜雷军在小米发布会公布小米 YU7新标准版，售价23.35万元起，零百加速5.90s，最大马力320PS，最高时速220km/h；73kWh CLTC续航643km；15分钟充电补能405km。同时，原标准版变更为长续航版。

Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: 70% of Berkshire’s $381 billion portfolio is invested in just ... Berkshire Hathaway Sold 16 Stocks in Q1 but Warren Buffett and Greg Abel Still Have 70% in Just 7 Stocks

mtcurado/iStock Unreleased via Getty Images Telus ( TU ) is investing more than $24B over the next five years to expand and enhance its network infrastructure and operations across Ontario , it said on Thursday. This commitment is part of Telus' larger commitment to deploy $66B cross Canada by 2030 to expand and enhance its network infrastructure and operations across Canada , the company said . More on TELUS Corporation TELUS Offers Value With AI And Fiber Tailwinds TELUS Corporation 2026 Q1 - Results - Earnings Call Presentation TELUS Corporation (T:CA) Q1 2026 Earnings Call Transcript TELUS to invest $66B in Canada through 2030 TELUS cuts treasury share discount to 1.75% starting April 1

Liquidity Mapping Around (NVDA) Price Events Stock Traders Daily

格隆汇5月21日｜摩根士丹利：将戴尔科技公司目标价从110美元上调至170美元。

VV Shots Microsoft ( MSFT ) and consultancy firm EY are going to invest more than $1B over five years in a new initiative to accelerate AI adoption across organizations. The two companies said they will deploy integrated teams of engineers and business consultants aligned by industry. Together, they will co-develop and provide secure, industry-specific AI solutions focused on clients' highest-value business opportunities. Through this approach, organizations can accelerate AI adoption, according to the companies. The companies noted that initially, services and solutions will be focused across finance, tax, risk, human resources, or HR, and supply chain within financial services, industrials and energy, consumer and retail, government, and health care. The initiative is underpinned by EY as Client Zero, using the company's own teams to validate ways of working with Microsoft technologies. EY initially deployed Microsoft's AI tool Copilot to 150,000 Copilot users, recording a 15% boost in productivity that was reinvested into client delivery and learning. The companies added that EY is also scaling Copilot through Microsoft 365 E7: The Frontier Suite, to its more than 400,000 people globally, embedding agentic AI capabilities across the enterprise. "Our initiative combines Microsoft’s trusted AI platform and engineering teams with EY’s industry capabilities and experience as Client Zero — applying these technologies across their own organization — to help customers move beyond pilots to enterprise execution, enhancing decision-making and delivering measurable impact," said Judson Althoff, CEO of Microsoft's Commercial Business. More on Microsoft Microsoft: A Look At Whether Azure's 40% Growth Justifies The AI Spending Spree Microsoft: Heavy AI Buildout Vs. The Enterprise Moat Microsoft: How Ditching OpenAI Unlocks New AI Growth Catalysts OpenAI could pull off biggest IPO ever, Deutsche Bank says OpenAI prepares to possibly file for IPO as soon as Friday: report

You don’t have to buy a ticket to enjoy decent festival food – here are a few ideas for bringing the party home Sign up here for our weekly food newsletter, Feast This weekend, my social media was flooded with swoon-worthy shots from the Ballymaloe Festival of Food in Ireland, one of my favourite events in the food world’s social calendar. It really is exceptional, because of its range of stalls, personalities and demos, and because you also get a glimpse into the world of the ever-inspiring Allen family (I desperately want an outbuilding purely for fermenting and making sourdough, à la Darina ). Weekends such as this are becoming more and more popular, and they’re undoubtedly a fun and great way to try a range of cuisines, but you don’t have to go to a food festival to enjoy decent festival food. Almost all festivals have great culinary offerings now – I’ve had some highly memorable meals at the likes of Glastonbury , End of the Road and Latitude . Forget living off kebabs and chips after a day dancing in a field; some of my highlights have been meals such as Tibetan momos, vegan thali with sweet chai and Goan fish curry. While there is no Glasto this year, there are plenty of other places to get your fix – you could even bring the party home. Continue reading...

SoFi (NASDAQ: SOFI) recently reported strong first-quarter results throughout most of its business, but it wasn't a perfect quarter by any means. In this short video, I discuss the numbers, why the stock is reacting negatively, and much more. *Stock prices used were the morning prices of May 20, 2026. The video was published on May 21, 2026. 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 » Should you buy stock in SoFi Technologies right now? Before you buy stock in SoFi Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and SoFi Technologies wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $481,750!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,352,457!* Now, it’s worth noting Stock Advisor’s total average return is 990% — a market-crushing outperformance compared to 206% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 21, 2026. Matt Frankel, CFP has positions in SoFi Technologies. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The view...

Before you decide whether Oracle stock looks attractively priced or stretched, it helps to line up the recent share performance with what the current valuation actually reflects. Oracle shares recently closed at US$188.16, with the price slipping 0.8% over the past week, rising 6.0% over the last 30 days, declining 3.9% year to date, and up 20.9% over the past year, alongside very large gains of 98.3% over three years and 154.0% over five years. Recent headlines around Oracle have kept the stock in focus, including ongoing attention on its role in large scale software and cloud infrastructure, as well as recurring discussion of how established software providers fit into broader market themes. Together, these storylines help frame why expectations and risk perceptions around the stock may have shifted over time. On Simply Wall St's valuation checks, Oracle records a score of . This suggests that some metrics screen as undervalued while others do not. The next step is to unpack how different valuation methods assess the stock and then look at an even more holistic way to think about value at the end of this article. Advertisement Approach 1: Oracle Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow, or DCF, takes projected future cash flows and discounts them back to today, aiming to estimate what the entire business might be worth right now in cash terms. For Oracle, the model used is a 2 Stage Free Cash Flow to Equity approach, based on cash flow projections in US$. The latest twelve month free cash flow shows an outflow of about US$2.2b, and the ten year path in the model includes several years of projected outflows before shifting to inflows. By 2030, the projection used in the model reaches free cash flow of about US$31.2b, with later years extrapolated by Simply Wall St beyond the available analyst estimates. Putting those projected cash flows together and discounting them back to today gives an estimated intrinsic value of about US$302.53 per share. Co...

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Beata Manthey, Citi, European Equity Strategy Head; Daniel Tannebaum, Oliver Wyman, Partner, Global Anti-Financial Crime Practice Leader; Sander van ‘t Noordende, Randstad CEO; Richard Madden, DC Advisory, European Executive Chairman. (Source: Bloomberg)

The Palantir Paradox—Record Numbers and a Stock That Won't Cooperate MarketBeat

Advance Auto Parts (AAP) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to a loss of $0.22 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +95.23%. A quarter ago, it was expected that this auto parts retailer would post earnings of $0.41 per share when it actually produced earnings of $0.86, delivering a surprise of +109.76%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Advance Auto Parts, which belongs to the Zacks Automotive - Retail and Wholesale - Parts industry, posted revenues of $2.61 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.08%. This compares to year-ago revenues of $2.58 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Advance Auto Parts shares have added about 30.4% since the beginning of the year versus the S&P 500's gain of 8.6%. What's Next for Advance Auto Parts? While Advance Auto Parts has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record ...

Shutthiphong Chandaeng/iStock via Getty Images Quarterly review • The fund underperformed the Bloomberg U. S. Aggregate Bond Index benchmark for the quarter. • Sector allocation decisions were additive throughout the period, while quality allocation decisions and duration and yield curve positioning detracted from performance. Issue selection had a neutral overall impact on performance in the first quarter. Market review Fixed income markets navigated a series of shocks throughout the first quarter of 2026, including the rise of artificial intelligence (AI) disintermediation risks, private credit wobbles, and elevated geopolitical tensions, culminating in U. S. military strikes on Venezuela and Iran. Despite heightened volatility, U. S. economic momentum remained firm, with growth steady, inflation modestly hotter than expected, and the labor market resilient. U. S. growth continued to be supported by a strong, albeit K-shaped, consumer and rising AI-related capex, both further bolstered by fiscal stimulus. Household and corporate balance sheets remained healthy, with consumer net worth ending 2025 at all-time highs. Labor market conditions remained consistent with full employment, characterized by limited layoffs, subdued hiring, and a gradual increase in the duration of unemployment. These dynamics weighed on duration and drove a hawkish repricing across global rates markets. The Federal Reserve (Fed) held rates unchanged, with forward guidance signaling an extended pause amid renewed energy-driven inflation risks. Meanwhile, the nomination of Kevin Warsh as Fed chair introduced additional uncertainty around the policy outlook. Select emerging market central banks eased policy rates, but the broader global trend was toward steady rates. Corporate credit proved more resilient than rates but came under pressure as volatility and uncertainty increased. Investment-grade spreads widened modestly amid higher rate volatility, increased issuance, and AI-related disruption...

格隆汇5月21日｜据央视，近日，广西柳州发生了5.2级震群型地震，社会高度关注后续震情发展。广西地震台首席预报员、正高级工程师阎春恒提醒，后续仍然需要关注有感地震发生。破坏性地震发生后，能量衰减需要一个过程，原震区发生余震活动是正常现象。从目前对柳州地区地震构造背景、地下结构、断层活动状况以及历史地震记录来看，这次5.2级地震已经接近当地历史较大地震水平，后续仍然需要关注有感地震发生。

The IPO of SpaceX (SPACE) could have major implications for Tesla ( TSLA ). Wedbush Securities analyst Dan Ives said the firm continues to believe that SpaceX ( SPCX ) and Tesla ( TSLA ) will eventually merge into one company in 2027. He noted that the groundwork is already in place for both operations to become one organization. Importantly, Tesla ( TSLA ) already owns a stake in SpaceX after the company’s $2B investment in xAI got converted to SpaceX ( SPCX ) shares following the acquisition of xAI earlier this year. Notably, the recent announcement of a joint Terafab facility between SpaceX ( SPCX ) and Tesla ( TSLA ) is seen as further connecting both operations together, making it more feasible to merge operations due to the existing overlap being built out across the two. "Musk wants to own and control more of the AI ecosystem, and step by step, the holy grail could be combining SpaceX and Tesla in some way to give the connected tissue between both disruptive tech stalwarts looking to lead the AI Revolution," updated Ives. Shares of Tesla ( TSLA ) rose 1.2% in premarket trading on Thursday after gaining 3.3% on Wednesday. More on SpaceX SpaceX IPO: Accelerated S&P 500 Inclusion Could Create A Liquidity Vacuum To A Trillion(s) Dollars And Beyond: A SpaceX IPO Odyssey SpaceX: $1.75T IPO And 220x EV/EBITDA Could Trigger Surge In Aerospace And Defense SpaceX sees total addressable market rivaling size of the U.S. economy Tesla booked about $890M in revenue tied to SpaceX and xAI since 2023

George said if he were to take on the Assisted Dying Bill, he "feels it's important the House of Commons demonstrates to the House of Lords we are not prepared to put up with the abuse of power we saw when they aborted the Bill only weeks ago".

融信中国公告，2026年4月未经审核营运数据：集团总合约销售额约3.23亿元，合约建筑面积约2.56万平方米，平均合约售价约每平方米1.26万元。截至2026年4月30日止四个月，集团累计总合约销售额约8.57亿元，累计合约建筑面积约7.27万平方米，平均合约售价约每平方米1.18万元。

Pavel Kot Ares Management ( ARES ) has raised ~$850M to date for its first closed-end real estate debt fund, according to a media report on Thursday. The firm is aiming to raise a total of $1.5B for Ares Real Estate Debt Strategies, Bloomberg News reported, citing a person familiar with the matter. The fund's final close is expected to occur in the first half of 2027, the person added. The fund, focusing on property debt investments in the U.S. and Europe, underscores the growth in debt funds as real estate investors step into a space that banks retreated from after the 2008 financial crisis. Debt strategies have become more attractive to real estate investors as rising interest rates weigh on property values while increasing the return potential for the asset class. To be sure, the asset class has its risks as well, with market fears surrounding some private asset valuations and growth in commercial real estate defaults. More on Ares Management Corporation Ares Management: Why I Believe This Fallen Star Remains A Sell Ares Management: Rally Could Just Be Getting Started As AUM Formation Ramps Up Ares Management Corporation (ARES) Q1 2026 Earnings Call Transcript Ares-Scion JV acquires ~$910M student housing portfolio from Harrison Street Wealthy investors shy away from private equity - FT

Koval/iStock via Getty Images In this article, I'll be updating my thesis and assumptions for Swiss chocolatier Chocoladefabriken Lindt & Sprüngli AG ( LDSVF ) ( CHLSY ). I've been covering the cocoa/chocolate sector for about 2 years now, with my primary coverage targets being this company and Barry Callebaut. It's been a very volatile journey, yet I do not regret not investing in Lindt. The reason for this is simple - the company followed my assumptions and expectations for its downside. I'll be looking at the native ticker here, because despite what the ADR says, it's not down 85%+ in less than 2 years. Seeking Alpha Lindt RoR It's almost exactly a year since I covered the company. At the time, it traded close to 120,000 CHF. Now it trades at 95,700 CHF. That means a significant drop that has, in the course of a year, erased a premiumization that it has otherwise held for going on 15 years. Lindt is now trading at "only" 30x P/E, which obviously does not sound low, but is for a company that has averaged 36-40x P/E for many years now. Lindt has a current market cap of 22B CHF, very low debt, a dividend of only 1.88%, but has also navigated the "cocoa crisis" much better than its peers. Barry Callebaut. It's therefore an interesting company to look at, for sure. This chocolate, with its various brands and products, is probably one of the best-known high-end chocolate products on the entire planet. In this article, I'll be updating my thesis on Lindt. I'll also be reviewing the last results, which in this case are the March 2026 (full-year 2025) results, and seeing where the company might go from here. Lindt is an incredibly complex investment for several reasons. One relatively simple one of these is that the native ticker costs over 95,000 CHF even today. That means to even get a share, you need to be willing to shell out ~$100 thousand for a single share, or more depending on how strong the Swiss Frank is to the US Dollar (right now it's strong at around 1 CHF to...

The head of the International Energy Agency on Thursday warned oil markets could soon enter a "red zone" as global stocks deplete and as demand picks up during the summer travel season. IEA Executive Director Fatih Birol said the single most important solution to the Iran war energy shock is a full and unconditional reopening of the strategically vital Strait of Hormuz. If it fails to reopen and no new oil is coming online from the Middle East, an ongoing drawdown in global stockpiles combined with an uptick in demand during the summer travel season means oil markets "may be entering the red zone in July or August," Birol said without elaborating futher. His comments came during a Chatham House session on the Strait of Hormuz crisis and global energy security. This is a breaking news story. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

格隆汇5月21日｜融信中国4月合约销售额3.234亿元，1-4月累计合约销售额8.566亿元。

多名美联储高官呼吁央行在4月会议上，删除暗示下一步将降息的表述，凸显市场对伊朗战争的担忧正持续加剧。 周三公布的4月底会议纪要显示：“许多与会官员表示，他们原本倾向于从会后声明中，移除有关联邦公开市场委员会未来利率决策可能偏向宽松的措辞。” 纪要同时指出，多数与会官员认为，若通胀持续高于央行2%的目标，加息或将成为合适选择。 越来越多政策制定者要求删除所谓“宽松倾向”表述，反映出市场对特朗普政府伊朗战争的不安情绪日益升温。这也意味着，凯文・沃什将于本周五接替杰伊・鲍威尔出任主席时，将接手一个内部分裂严重的美联储。 伊朗冲突引发汽油与柴油价格飙升，已推动美联储偏好的核心PCE通胀率升至3.5%，创2023年以来新高。 周三会议纪要显示，支持删除宽松倾向表述的高官人数，比此前市场预期更多。克利夫兰联储主席贝丝・哈马克、明尼阿波利斯联储主席尼尔・卡什卡利及达拉斯联储主席洛里・洛根，虽均赞同FOMC将利率维持在3.5%–3.75%不变，但对“下一步行动可能降息”的表述投了反对票。 纪要中使用“许多”一词，表明多位今年无FOMC投票权但参与会议的地区联储主席，也支持删除宽松倾向表述。 通胀洞察分析师奥迈尔・谢里夫表示：“多数官员认为，若通胀持续高于2%，可能需要适度收紧政策；许多官员希望删除声明中的宽松倾向——这表明委员会立场明显转向鹰派，倾向于年内加息。” 资本经济分析师托马斯・瑞安补充称：“美联储4月底会议纪要比会后初步沟通释放的信号更为鹰派——尽管出现多项异议，但会后声明基本未变。” 伊朗战争爆发前，投资者原本预计美联储今年将两次降息，每次25个基点。 但市场已开始预判美联储转向鹰派立场。芝加哥商业交易所数据显示，联邦基金期货交易隐含概率为：2026年底前加息概率达50%。 由特朗普提名的美联储理事斯蒂芬・米兰也对本次利率决议投了反对票，称他本倾向于降息。本次会议反对票数量创1992年以来新高。 责任编辑：江学思

Futures Slump, Ignoring Korean Euphoria, After Iran Rejects Trump Enriched Uranium Demands A steady rebound in US equities driven by peak insanity in Korea (where the two chip stocks that account for most of the market surged and sent the Kospi soaring more than 8% overnight) faded after a report that Iran’s Supreme Leader issued a directive that the country’s near-weapons-grade uranium must remain in the country, rejecting Trump's key ceasefire demand , while oil and bond yields jumped as traders waited in mounting futility to see whether hopes of a peace deal in the Middle East would translate into tangible progress. As of 7:15am ET, S&P 500 futures fell 0.4% and Nasdaq futures slid 0.3% after otherwise very strong Nvidia’s earnings failed to ignite further strong gains in the artificial intelligence trade. Treasuries fell as Brent reversed earlier losses to climb 2% above $107 after Tehran's response disappointed those hoping for de-escalation. JPMorgan CEO Jamie Dimon did not help, warning that interest rates may climb much further from current levels. Long-dated bonds around the world have tested multiyear highs in recent days on concern about an oil-driven spike in inflation and amid worries over government spending. Yesterday's Nvidia earnings proved to be a dud: Nvidia shares were unchanged (crushing both put and call buyers as the implied vol collapse) in US premarket trading after the AI chipmaker reported Q1 results and gave a forecast amid increased investor skepticism. While analysts were broadly positive, some also questioned the sustainability of growth, especially amid higher competition. Intuit sank 13% after the software company said it plans to reduce its workforce by about 17%. The shares of space exploration and satellite internet companies were broadly steady after Elon Musk’s SpaceX filed publicly for an initial public offering. Tesla advanced 1.6%, while other Mag 7 stocks were mixed (Amazon +0.6%, Alphabet +0.3%, Meta -0.2%, Apple -0.3%, Mic...

The European Investment Fund (EIF) has committed EUR 200 million to Copenhagen Infrastructure Partners' Advanced Bioenergy Fund II (ABF II) aimed at boosting biomethane and advanced bioenergy production throughout Europe. This investment supports the development, construction, and operation of new biogas facilities to further the continent's energy transition and enhance energy security. By transforming agricultural waste into renewable energy, these projects are aligned with Europe's strategic goals of reducing reliance on imported fossil fuels and decarbonising various sectors. The fund, part of broader EU initiatives like InvestEU and REPowerEU, reflects the increasing investor demand for renewable gas production and sustainable energy infrastructure across core European markets. In other market news, Enphase Energy was a standout up 13.7% and ending the day at $53.15, near its 52-week high. This week, Enphase launched PowerMatch technology for its IQ Battery systems in North America and select regions, enhancing energy efficiency and savings. Meanwhile, Ningbo Deye Technology Group trailed, down 29.0% to finish the session at CN¥120.46. Enphase Energy is poised for potential growth through its integrated solar and EV charging solutions amid global electrification. Discover more about Enphase Energy's strategic position in the energy sector by exploring our detailed narrative. You might want to get in fast and revisit our Market Insights article titled "What's happening with Renewables & EVs?", where we explored the significant recovery and investment trends in renewable energy and electric vehicles driven by AI data center demand. Best Energy Transition Stocks Tesla closed at $417.26 up 3.3%. GE Vernova closed at $1,024.52 up 1.3%. Equinor ended the day at NOK369.60 down 1.7%. Turning Ideas Into Actions This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and ...