Michael Nosek/iStock via Getty Images Cameco ( CCJ ) is one of my favorite large-cap stocks in the market today and is a part of my Ultra Growth and Relative Value portfolios. It has delivered consistent alpha year-over-year for the past one, three, five, and ten years, and has become one of the most strategically important companies in the world when it comes to nuclear fuel. The company, which is currently trading at $118.26, is headquartered in Canada and operates some of the highest-grade uranium deposits in the world. I, personally, am a very big fan of how Cameco is managed. While many other commodity producers try to maximize output during weak markets, in the past Cameco has reduced production and held uranium underground when prices were too low to justify mining. That supply discipline is one of Cameco’s defining characteristics! They chose to curtail their major mines like McArthur River after the Fukushima disaster in 2011 and the following uranium bear market and instead focused on maintaining their high-grade assets and maintenance. Their strategy of preserving high-grade resources while waiting for stronger contracting conditions instead of flooding the market with excess showed brilliant execution, as now that the uranium market has tightened and utilities have begun signing long-term supply agreements, Cameco is in a fantastic position. But Cameco isn’t just a uranium miner, they also refine and convert the uranium into fuel for nuclear reactors. They produce roughly 13–14 million kgU of conversion products per year. So, while different companies compete with them in varying parts of the nuclear fuel cycle, very few competitors can actually match Cameco’s vertical integration. As with their acquisition of a 49% stake in Westinghouse Electric Company (remember them?), they have become more akin to a full nuclear energy platform. But what is the tailwind behind Cameco’s success today? It’s the global return to nuclear energy! Countries have pledged to...

Data centre demand is outstripping supply, margins are expanding, and Wall Street's models may still be too conservative The numbers Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) posted on Tuesday were impressive - so much so, the shares shot up 17%. But the more revealing detail was...

曾经，保时捷是中国豪华车市场的“硬通货”，一车难求、加价提车是常态。但如今，这个市场神话正在加速破灭。 近日，保时捷官方发布的2026年第一季度全球交付数据，如同一颗深水炸弹，在行业引发了剧烈震荡。数据显示，保时捷一季度全球交付量仅为6.1万辆，同比下滑15% 。 而作为其核心市场之一的中国区，成为全球降幅最大市场：一季度仅交付7519辆，同比暴跌21%。与此同时，相比2023年高峰期的21365辆，保时捷在华季度销量已从云端坠落，3年时间缩水幅度超6成，堪称“脚踝斩”。 实际上，保时捷在华销量已经出现多年逐渐下滑的趋势。数据显示：自2022年开始保时捷在华销量出现逐年下滑，2022年至2025年，保时捷在华销量分别为9.33万辆、7.93万辆、5.69万辆、4.19万辆，同比下跌2.5%、15%、28%、26%。 2024年7月，保时捷中国紧急换帅，任命潘励驰（Alexander Pollich）于2024年9月1日正式就任保时捷中国总裁及首席执行官，寄希望于新的管理团队挽回市场崩塌的局面。时至今日，换帅已近2年时间，从“巅峰”跌落“泥潭”的保时捷，仍未真正走出困境。 01 数据雪崩：一季度销量暴跌21% 近日，保时捷官方发布 2026 年第一季度全球交付报告，冰冷的数据如同深水炸弹，在豪华车行业引发剧烈震荡。 数据显示，2026 年第一季度保时捷全球仅交付新车60991 辆，同比2025年同期的71470 辆下滑15%，创下近年来同期全球交付量新低。与此同时，全球各大核心市场几乎全线失守：北美市场交付18344 辆，同比下滑11%；欧洲（不含德国）交付14700 辆，同比下滑18%；海外及新兴市场交付12129 辆，同比下滑20%；仅德国本土市场逆势微增4%，交付7778 辆，成为全球唯一正增长的核心区域。 而中国市场，却成为保时捷全球跌幅最大、表现最惨淡的核心市场。2026年第一季度，保时捷在华交付量仅为7519辆，同比2025年同期的9471辆暴跌 21%，单季度销量创下近年最低纪录。 更具冲击力的是三年对比数据：2023年第一季度，保时捷在华销量曾达到21365辆的巅峰，是当时全球增长的核心引擎。短短三年时间，2026 年一季度销量较2023年同期减少13846 辆，缩水超六成，堪称“脚踝斩”。 回溯保时捷在华黄金时代，2021年以9.57万辆的销量登顶巅...

继猎奇智能之后，创业板近期又新受理了一单IPO申请。 格隆汇获悉，4月28日，深交所受理了广东微容电子科技股份有限公司（简称“微容电子”）的创业板IPO申请，由华泰联合证券担任保荐人。 值得一提的是，这是年内第八家创业板IPO获受理企业。 01 专注于高端MLCC领域，OPPO、小米、联想押注 微容电子成立于2017年9月，2024年10月改制为股份公司，公司总部位于广东云浮罗定市。 公司的主要机构股东包括OPPO、小米产业基金、联想创投、上汽集团、合肥产投、国泰君安、粤科产投、建银投资、广州国资产投、广州国资创投、合肥建投、广发证券等等。 在2025年12月的增资中，公司的投后估值约115亿元。 微容电子的共同实际控制人为陈绮慧、陈伟荣父女，陈伟荣为陈绮慧父亲，二人通过直接及间接的方式合计共同控制公司42.13%的股份。 陈绮慧出生于1984年10月，硕士研究生学历，目前在公司任职副董事长，此前她曾在海南腾讯互动娱乐、沃盛咨询等公司任职。 陈伟荣出生于1959年7月，本科学历，为公司的创始人，目前在公司任职CEO。此前他曾在深圳康佳电子有限公司、深圳宇阳等公司任职。 微容电子的主营业务为微型化、高容量、高可靠等高端MLCC（片式多层陶瓷电容器）的研发、生产与销售，致力于向客户提供高性能的MLCC产品。 MLCC作为电子电路中实现滤波、去耦、旁路、耦合、储能与振荡等核心功能的被动元器件，素有“电子工业大米”之称。 微容电子的MLCC产品型号丰富，已构建起消费类、工业类、车载类三大核心产品体系 ，覆盖消费电子、以AI服务器为主体的工业装备及汽车电子三大主要下游应用领域。 公司产品实物图与结构示意图，来源：招股书 消费类MLCC 公司的消费类MLCC具备微型化特性，部分应用于射频场景的消费类MLCC还具备良好的高频特性，可全面覆盖智能手机、PC、网络通信、智能穿戴、平板电脑及安防等产品中。 工业类MLCC 公司的工业类MLCC覆盖0201至1210尺寸系列，具备高容量、耐高温的特性，重点面向AI服务器。 除服务器外，公司的工业类MLCC还应用于通信基站、企业级存储、储能设备等其他工业场景。 车载类MLCC 公司的车载类MLCC产品具备高容量、耐高温、耐高压、高可靠的特性，全面覆盖智能驾驶、智能座舱、三电系统三大车载核心领域。 02 毛利率低于同行业平均水平，核心原材料境...

Astec press release ( ASTE ): Q1 Non-GAAP EPS of $0.54 misses by $0.30 . Revenue of $396.3M (+20.3% Y/Y) beats by $3.06M . Backlog of $549.2 million grew 36.4% Shares -4% PM. More on Astec Astec Industries, Inc. (ASTE) Q4 2025 Earnings Call Transcript Astec Industries, Inc. 2025 Q4 - Results - Earnings Call Presentation Astec Industries' Surge Was Well-Deserved, And More Upside Is Warranted Astec Industries targets $170M–$190M adjusted EBITDA in 2026 as backlog and acquisitions fuel growth From REITs to Retail: Small caps with the longest runs at bullish Quant ratings

Reynolds Consumer Products press release ( REYN ): Q1 Non-GAAP EPS of $0.28 beats by $0.04 . Revenue of $877M (+7.2% Y/Y) beats by $54.5M . Adjusted EBITDA of $131 million compared to $117 million in Q1 2025. Full Year 2026 and Second Quarter Outlook The Company is reiterating its full year 2026 outlook and continues to expect Net Revenues in the range of -3% to +1% vs. estimated growth of -0.13% Y/Y , compared to 2025 Net Revenues of $3,721 million. Net Income and Adjusted Net Income are expected to be $331 million to $343 million, full-year EPS and Adjusted EPS to be $1.57 to $1.63 vs. consensus of $1.59 , and full-year Adjusted EBITDA to be $660 million and $675 million. Second quarter 2026 Net Revenues are expected to be -2% to +1% vs. estimated growth of -0.38% Y/Y compared to second quarter 2025 Net Revenues of $938 million. Net Income and Adjusted Net Income are expected to be $83 million to $91 million in the second quarter, with EPS and Adjusted EPS expected to be $0.39 to $0.43 vs. consensus of $0.39 . The Company expects second quarter Adjusted EBITDA to be $165 million to $175 million. More on Reynolds Consumer Products Reynolds Consumer Products: Market Gives Another Opportunity To Buy Around Fair Value Reynolds Consumer Products Q1 2026 Earnings Preview Most sold mid-cap consumer staples as Middle East tensions prevail Seeking Alpha’s Quant Rating on Reynolds Consumer Products Historical earnings data for Reynolds Consumer Products

(RTTNews) - Kyndryl Holdings, Inc. (KD) reported earnings for fourth quarter that Drops, from the same period last year

A $750,000 nest egg throwing off $41,700 a year in income works out to a blended yield near 5.6%. That income exceeds the median U.S. personal income of $40,480 reported by the Census Bureau in 2023. Structured well, a portfolio this size can pay more than what half of working Americans earn at a full-time ... A $750,000 Portfolio That Quietly Pays You $41,700 a Year

格隆汇5月6日｜五粮液公告，四川省宜宾五粮液集团有限公司计划自今日起6个月内通过深交所增持公司股票，拟增持金额不低于30亿元、不超过50亿元，不设价格区间，资金来源为自有资金，增持完成后股份锁定6个月。截至公告日，该集团持有公司8.02亿股，占20.65%；2025年4月9日至9月30日曾增持627.33万股，增持金额8亿元。

ricochet64/iStock Editorial via Getty Images Johnson Controls International ( JCI ) reported fiscal second-quarter results that exceeded Wall Street expectations, but signs of uneven growth and lingering macro pressures appeared to temper investor enthusiasm, sending shares down about 2% in premarket trading Wednesday. The stock had gained 62% through Tuesday’s close. The maker of HVAC systems, fire and security solutions and smart building technologies under brands such as York, Metasys and Tyco, posted revenue of about $6.1 billion, up 8% and ahead of the $6.08 billion consensus estimate. Adjusted earnings rose to $1.19 a share, beating expectations of $1.12. Strong demand masks uneven regional trends While headline results were solid, underlying performance showed some cracks. Organic sales in Europe, the Middle East and Africa rose just 1%, significantly lagging other regions, as growth in products and systems was offset by disruptions tied to Middle East conflicts and weaker non-recurring services volumes. That unevenness contrasts with stronger gains in the Americas and Asia-Pacific, where demand for applied HVAC systems and large-scale projects, particularly data centers, continued to drive growth. Orders increased 30% organically and backlog reached a record $20 billion, but investors may be questioning how much of that demand can convert cleanly into near-term revenue given geopolitical and project timing risks. Chief Executive Joakim Weidemanis struck an upbeat tone, saying in the announcement: “We delivered another quarter of strong execution, converting sustained demand into consistent growth, margin expansion, and 45% adjusted EPS growth.” Guidance lifted but not enough to impress Johnson Controls ( JCI ) raised its full-year outlook, now expecting organic sales growth of about 6% and adjusted earnings of roughly $4.85 per share, up from a prior view of about $4.70 and above the $4.76 consensus. Still, the guidance upgrade was relatively modest given th...

BioNTech宣布关闭位于德国以及新加坡的多个工厂，并将裁员多达1860人。 在新冠疫情期间“一战成名”的德国疫苗厂商BioNTech正在经历艰难的转型期。 当地时间5月5日，BioNTech公布新一季度财报，并宣布关闭位于德国以及新加坡的多个工厂，并将裁员1860人。公司已将新冠疫苗的生产全面转移给合作伙伴辉瑞。BioNTech当天股价下跌超过6%。 BioNTech总部位于德国的美因茨，此次关闭的工厂涉及德国伊达尔-奥伯施泰因、马尔堡和图宾根厂区以及新加坡的工厂，德国工厂的关闭将于2027年年底前完成，新加坡的运营预计将在2027年第一季度结束。 今年3月，BioNTech宣布两位联合创始人——首席执行官乌古尔·萨欣（Ugur Sahin）和首席医疗官乌兹勒姆·图埃雷奇（Oezlem Tuereci）将于今年年底前离开公司，他们将独立成立新公司，并开展早期药物研究。 BioNTech正在加大成本削减力度，以实现到2029年节约5亿欧元年度开支的目标。根据此前公开信息，BioNTech拥有约8400名员工，此次宣布削减的工作岗位占比约22%，他们主要位于德国。 第一季度财报显示，BioNTech净亏损达5.32亿欧元，高于去年同期4.16亿欧元的亏损。公司预计2026年研发预算为22亿至25亿欧元。 新冠疫情过后，新冠疫苗销量在全球市场暴跌，BioNTech的研发重点也开始转向mRNA肿瘤疫苗的研发，开发针对直肠癌、黑色素瘤和其他癌症的疫苗。该公司此前预计，mRNA肿瘤疫苗的上市可能要等到2030年左右。 另一家与BioNTech齐名的新冠疫苗厂商Moderna的日子也不好过。Moderna上周公布财报预计，第二季度营收在5000万美元至1亿美元之间，低于分析师预期的1.3亿美元。该公司在第一季度每股亏损3.4美元。 Moderna也在大幅削减成本，同时努力验证mRNA技术的长期商业可行性，目前该公司还拥有包括流感疫苗和诺如病毒疫苗在内的产品，以及肿瘤和罕见疾病领域的后期管线药物。 截至5月6日，BioNTech和Moderna的市值分别为240亿美元和185亿美元，几乎是新冠疫情期间市值顶峰的十分之一。

Check out the companies making the biggest moves premarket: Advanced Micro Devices — Shares surged 20% after the chipmaker issued strong guidance. AMD is calling for second-quarter revenue of $11.2 billion, plus or minus $300 million, versus the analyst estimate for $10.52 billion. First-quarter results also surpassed expectations on the top and bottom lines. Super Micro Computer — The server maker jumped almost 15%. Expectations for fourth-quarter profit range from 65 cents to 79 cents per share, trouncing Wall Street's call for 55 cents a share, per LSEG. In the third quarter, Super Micro posted adjusted earnings of 84 cents per share on revenue of $10.24 billion. Analysts polled by FactSet had expected earnings of 62 cents and $12.39 billion in revenue. Disney — The media giant jumped 5% on fiscal second-quarter revenue that beat analyst expectations. Driving the beat was a strong performance from the company's streaming and theme park businesses. CVS Health — The pharmacy benefits operator gained 4% on better-than-expected results for the first quarter. CVS earned an adjusted $2.57 per share on revenue of $100.43 billion. Analysts polled by LSEG expected a profit of $2.20 per share on revenue of $95.1 billion. The company also hiked its full-year earnings outlook. Uber — Shares surged 9% despite first-quarter revenues coming in lighter than expected. The rideshare company reported $13.2 billion in revenue, compared to estimates from analysts polled by LSEG of $13.29 billion in revenue. Guidance for the current quarter came in better-than-expected though, and the company beat estimates slightly on earnings. Jacobs Solutions — Shares slipped 1% after the technical professional services firm reported a second-quarter adjusted earnings and revenue beat versus what analysts polled by FactSet had expected. The company also raised its full-year earnings guidance. It now sees earnings coming in between $7.10 to $7.35 per share, higher than previous guidance of between $...

Stocks making the biggest moves premarket: AMD, Disney, Uber, Corning, Super Micro Computer & more CNBC

Needham raises Astera Labs stock price target to $260 on growth Investing.com

Marex Group press release ( MRX ): Q1 GAAP EPS of $1.52 beats by $0.13 . Revenue of $692.3M (+48.1% Y/Y) beats by $31.02M . More on Marex Group Marex Group plc (MRX) Analyst/Investor Day Transcript Marex Group plc (MRX) Analyst/Investor Day - Slideshow Marex Group Impresses With Q4 Results Kalshi says institutional adoption 'already here' as brokers bring event bets to Wall Street Seeking Alpha’s Quant Rating on Marex Group

Jae Young Ju/iStock Editorial via Getty Images Intro We last wrote on POSCO Holdings Inc. ( PKX ) in January 2022, when we delved into the steel producer's balance sheet, where we found some encouraging trends. Shares at the time were trading just below $57 a share, and although it took a further 9+ months before the stock bottomed in late 2022, well below $40 a share, all we have seen is strong upside since that juncture. The reason for our analysis in 2022 was that, since we had recommended selling put options on POSCO the previous year (which ultimately went in-the-money), we wanted to reassure investors that significant upside remained in POSCO, and that is what ultimately played out here. With the stock now trading firmly above $80 a share, the stock has returned almost 50% since our January 2022 commentary, where we believe gains may only be getting started here. In fact, the company has just released its first-quarter earnings numbers, which were impressive to say the least. Posco's technicals were already very encouraging coming into the release of the report on the 30th of April, and we will see the ramifications of this shortly from a technical standpoint. Impressive Q1 Numbers First quarter net profit, as we see below, grew significantly both sequentially and compared to the same period of 12 months prior. Better-than-expected earnings came in Q1 as a result of robust performance in solid infrastructure and Rechargeable Battery Materials. The steel segment (although affected by forex headwinds in the quarter) performed strongly in its overseas subsidiaries, which bodes well for sustained future gains. Therefore, resiliency was the name that came to mind for POSCO in Q1, especially concerning the ongoing ramifications of the US-Iran conflict in the Middle East. Management pointed to this resiliency in its Q1 report, as we see below In the first quarter, the U.S.-Iran war disrupted the energy supply chain, which triggered greater fluctuations in the financi...

CSIQ260515P00029000 互動股市圖表 | CSIQ May 2026 29.000 put 股市 Yahoo 財經

格隆汇5月6日｜波兰的货币政策委员会将下次利率会议日期更改为6月1日至2日。

Domino's Pizza (NASDAQ: DPZ) is a business generating constant cash flow, so it's easy to see why Berkshire Hathaway owns around 10% of the company. It's also attractive as an asset-light business that is expanding globally and pays a dividend yielding 2.3%. But even with the Berkshire vote of confidence, that hasn't equated to a rising stock price. After its Q1 2026 earnings release on April 27, the stock price dipped, leaving investors to wonder if it was an overreaction to short-term results that is creating a buying opportunity. Image source: Getty Images. Continue reading

Stevens Capital Management LP Sells 64,220 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM MarketBeat

五粮液公告，四川省宜宾五粮液集团有限公司计划自今日起6个月内通过深交所增持公司股票，拟增持金额不低于30亿元、不超过50亿元，不设价格区间，资金来源为自有资金，增持完成后股份锁定6个月。截至公告日，该集团持有公司8.02亿股，占20.65%；2025年4月9日至9月30日曾增持627.33万股，增持金额8亿元。

五大电力集团旗舰上市公司董事长2025年的薪酬如何。 五大电力集团旗舰上市公司的2025年财报业绩均已披露完毕，受售电量和电价下降影响，5家电力上市公司营收集体下滑。 具体来看，华能集团旗下的华能国际（600011.SH）、大唐集团旗下大唐发电（601991.SH）、华电集团旗下华电国际（600027.SH）、国家能源集团旗下国电电力（600795.SH）、国家电投集团旗下中国电力（02380.HK）分别实现营收2292.88亿元、1212.55亿元、1260.13亿元、1702.44亿元、490.29亿元，营收同比下滑6.62%、1.80%、10.95%、4.99%、9.56%。 尽管营收端普遍承压，但得益于国内动力煤价格下行带动燃料成本显著下降，这5家公司合计实现净利384.31 亿元，创近11年来新高。 2025年，受行业供应宽松与需求疲软影响，国内动力煤价格整体呈现“上半年下跌、下半年弱反弹”的态势。全年秦皇岛港5500大卡动力煤均价为703元/吨，同比下降18.4%。 从个体盈利表现来看，5家公司的盈利能力呈现明显分化，3家公司净利润同比增长，2家出现下滑。其中，大唐发电增速领跑，国电电力跌幅最大。 综合财报数据，2025年净利增长的3家公司中，华能国际、大唐发电、华电国际分别实现净利润 144.1亿元、73.86亿元、60.7亿元，同比增长 42.17%、63.91%、1.39%。而净利下滑的2家公司中，国电电力和中国电力分别实现净利润71.61亿元和34.04亿元，分别同比下降27.15%和11.85%。 大唐发电以63.91%的净利润同比增速，成为5家公司中的增长“领头羊”。 据公司分析，其业绩增长主要受多方面驱动。一方面，公司燃料成本下降显著增强煤电盈利能力。受益于此，煤机板块实现利润总额56.25亿元，同比增长119.08%，较上年增加30.57亿元。另外，公司持续推进绿色转型，风电、光伏利润总额分别为29.44亿元和7.71亿元，同比分别增长38.52%和9.80%，合计贡献利润增量约9.31亿元。 国电电力则以27.15%的净利润同比跌幅，成为5家公司中下滑最明显的一家。不过若剔除非经常性损益的影响，该公司2025年扣非归母净利润为67.76亿元，同比增长45.23%。 据公司分析，净利润同比减少27.15%，主要原因在于2024年转让控股子...

J&J Snack Foods press release ( JJSF ): Q2 Non-GAAP EPS of $0.40 beats by $0.01 . Revenue of $344.82M (-3.2% Y/Y) misses by $3.86M . More on J&J Snack Foods J&J Snack Foods: We Need To See Concrete Results Before An Upgrade Is Justified J&J Snack Foods' Expected Margin Gains May Already Be Priced In J&J Snack Foods declares $0.80 dividend Seeking Alpha’s Quant Rating on J&J Snack Foods Historical earnings data for J&J Snack Foods

CDW Corporation ( CDW ) declares $0.63/share quarterly dividend , in line with previous. Forward yield 1.84% Payable June 10; for shareholders of record May 25; ex-div May 21. See CDW Dividend Scorecard, Yield Chart, & Dividend Growth. More on CDW Corporation CDW Corporation (CDW) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript CDW Corporation: Durable Execution, Fairly Priced, Staying On Hold CDW Corporation: Still Waiting For The Growth Acceleration Catalyst To Come CDW Corporation Non-GAAP EPS of $2.28 misses by $0.01, revenue of $5.68B beats by $190M CDW Corporation Q1 2026 Earnings Preview

格隆汇5月6日｜ITEM Club的Matt Swannell在报告中表示，英国服务业景气度上升夸大了英国经济的实际强度。英国4月服务业PMI升至52.7，高于前一个月的50.5。不过Swannell表示，在能源危机背景下，消费者需求疲弱、通胀上升以及企业投资低迷，预计将从2026年年中开始拖累经济增长。他指出，尽管经济活动有所回升，但新订单基本停滞，同时成本压力持续加剧。“我们认为，英国央行将在不断累积的价格压力与日益脆弱的就业市场之间进行权衡，因此仍将维持观望模式。”Swannell称，由于劳动力成本依然高企，市场风险正偏向于英国央行在今年夏季加息。

Key PointsAlphabet has closed the gap with Nvidia and is within striking distance of becoming Wall Street's most valuable company.

Enbridge ( ENB ) declares CAD 0.97/share quarterly dividend , in line with previous. Payable June 1; for shareholders of record May 15; ex-div May 15. See ENB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Enbridge Inc. Important Warning For Enbridge Investors: A Strong Quarter May Not Be Enough Enbridge: Pay The Premium, It's Worth It In The Long Run Enbridge: Good Business Prospects And Valuation Might Improve In The Near Future Enbridge targets $10B–$20B new project FIDs over 24 months as growth backlog reaches $39B Enbridge Q4 2025 earnings preview: Analyst sentiment mixed

(RTTNews) - TransAlta Corp. (TAC) revealed a profit for first quarter that Drops, from last year

格隆汇5月6日｜韦德布什将AMD目标股价从400美元上调至450美元。

大公司： SpaceX提议投入550亿美元在得州启动Terafab项目 埃隆·马斯克旗下的SpaceX公司提议斥资550亿美元，在得克萨斯州启动一座名为Terafab的新半导体生产设施的建设。根据格兰姆斯县官网发布的一份公告，如果该项目的后续阶段得以完成，预计总投资额可能升至1190亿美元。（财联社） 三星电子借AI热潮市值突破1万亿美元 在人工智能相关股票需求蓬勃发展的推动下，三星电子市值突破1万亿美元，成为继台积电之后第二家跻身这一精英俱乐部的东亚企业。（新浪财经） Mike Xu旗下食品科技公司GrubMarket入选《时代》TIME100行业领袖榜单 美国《时代》周刊（TIME）日前正式揭晓2026年度TIME100企业行业领袖（TIME 100Companies Industry Leaders）榜单，由华裔企业家MikeXu创立并掌舵的食品科技公司GrubMarket，成为全球食品供应链领域唯一入选企业。据了解，成立于旧金山的GrubMarket，定位“食品行业的操作系统”，是美国最大民营食品公司，估值达45亿美元，同时也是全球规模领先的食品电商与AI供应链技术服务商。 美股光模块巨头Lumentum总裁：产品需求远大于供应能力，订单已排至2028年 美股光模块巨头Lumentum总裁兼CEO迈克尔·赫尔斯顿表示，Lumentum第三财季业绩表现卓越，营收同比增长90%，创下8.08亿美元的历史新高。虽然营收增长持续占据新闻头条，但近期业绩更令人印象深刻的是利润率的提升。第三财季，毛利率环比提升540个基点，营业利润率环比提升700个基点。利润率的提升得益于多方面因素。随着共封装光学器件和光路开关等关键增长动力开始发挥作用，预计盈利能力将进一步增强。赫尔斯顿表示，公司的订单已经排到2028年，因为连接GPU集群所需的组件的需求增长速度已经远远超过了供应的生产速度。（财联社） Anthropic承诺投入2000亿美元，采购谷歌云服务与芯片 谷歌上月宣布，将向Anthropic提供高达5吉瓦的服务器算力，但当时双方并未披露这笔合作涉及的具体金额。据知情人士透露，这项合作将于明年正式启动，作为协议一部分，Anthropic计划未来五年在谷歌累计投入约2000亿美元。谷歌上周向投资者披露了云业务合同储备收入，Anthropic一家就占到其中40%以上，代表着谷歌...