JHVEPhoto The Oregon attorney general is asking a judge to delay Paramount Skydance's ( PSKY ) planned $110 billion purchase of Warner Bros. Discovery ( WBD ) as he seeks documents related to a state probe of the mega media deal. Oregon Attorney General Dan Rayfield is asking a Multnomah County judge to delay the deal from closing for 60 days while the state reviews the company’s records, according to a statement on Tuesday. Rayfield wants Paramount ( PSKY ) to turn over documents related to an Oregon Department of Justice probe into its proposed purchase of Warner Bros. ( WBD ). “We’re not going to let Paramount Skydance play hide the ball so they can rush through their massive merger,” said Attorney General Dan Rayfield. “Oregonians have a real stake in this deal – in our film industry, in our economy, in the choices they’ll have as consumers. Paramount had every opportunity to hand over records and answer a few basic questions. Instead, it is trying to run out the clock and evade scrutiny. We’re asking the court to make sure Oregonians get the answers they’re owed before this deal closes, not after.” Oregon has been looking at the deal since it was announced in February. The state's DOJ sent Paramount ( PSKY ) a records request in June, asking for documents about the company’s lobbying of federal officials in support of the transaction, its role in a U.S. Department of Justice statement approving the merger, and an internal effort the company calls “Project Warrior.” The Oregon DOJ plans to present its motion in person in Multnomah County Court on Wednesday. CNBC's David Faber earlier Wednesday downplayed the Oregon request and said he's focused on whether the California AG will file a lawsuit. "I'm just not even going to focus on this, frankly, " Faber said on the business network. "We're waiting on California. We'll see whether they actually make their move in terms of seeking an injunction." Faber on Monday reported that California hired a law firm for a poten...

What Is Going on with NVIDIA Stock on Wednesday? Benzinga

Palantir Stock’s 25% Rally Is in Jeopardy as Shares Slide Barron's

Palantir Technologies stock slid Wednesday after a Financial Times report raised concerns about the company’s political standing, while shares also ran into technical resistance following a sharp rebound.

PrathanChorruangsak/iStock via Getty Images The current market trajectory has resulted in increasing the appeal of low-duration asset classes, due to the cautious outlook on interest rates largely due to inflationary pressures and central banks' primary emphasis on keeping inflation in line with target rates. While it doesn't suggest conclusively that long-duration assets might be unattractive since the rates are still high and the yield curve is still positively sloping; however, for investors who are not desirous of exposing themselves to the sensitivities arising from interest rates, they may find certain value in vehicles such as the JPMorgan Limited Duration Bond ETF ( JPLD ). The fund remains a low-duration vehicle; its expense ratio is at moderate levels, and it allocates to higher credit-rated issues, presenting an allocation case primarily for conservative investors either as a yield parking proposition or a cash-plus allocation. Fund Overview JPLD is an actively managed fixed income fund emphasizing low-duration fixed income allocations. The AUM for the fund stands at around ~3.94 billion. The fund at present has a 30-day SEC yield of ~4.4% and a trailing dividend yield of ~4.27% , broadly in line with its SEC yield. The primary focus of the fund and the value that it might offer to an investor is its allocations to mortgage-related securities, MBS, ABS and the use of certain derivatives. The profile of the fund, however, would remain on the conservative side at large. The duration of the fund stands at ~2.05 years for the present, consistent with the mandate of the fund. JPLD fact-sheet Although the fund states that it largely invests in mortgage-related securities, agency MBS, and asset-backed securities for generating incremental return for an investor. However, a considerable portion of the investments is still held in Treasuries, enhancing the stability of the allocation. For example, at the end of May , the fund had over ~30% exposure to Treasuries a...

亚马逊：华纳兄弟探索公司将在亚马逊云服务(AWS)上推出统一媒体规划功能（第三季度）及订单管理功能（第四季度）。

Motley Fool co-founder and CEO Tom Gardner shares five long-term stock ideas -- but first lays out three "outrageous" statements about how he believes investors should approach today's market. Also in this video: Five companies Gardner highlights for a diversified, long-term portfolio: Cisco Systems (NASDAQ: CSCO) , MSCI (NYSE: MSCI) , Kingstone Companies (NASDAQ: KINS) , Marvell Technology (NASDAQ: MRVL) , and BillionToOne (NASDAQ: BLLN) . Continue reading

JHVEPhoto/iStock Editorial via Getty Images The European Commission on Wednesday announced that Sanofi ( SNY ) has agreed to stop disparaging a rival flu vaccine developed by CSL Limited ( CSLLY ) after the French drugmaker faced an EU antitrust probe into its marketing campaign that promoted its own Efluelda vaccine. Last month, the EU antitrust officials launched an investigation into whether Sanofi ( SNY ) breached competition rules by conducting what it called a “misleading communication campaign” since 2024 targeting CSL’s ( CMXHF ) Fluad. Fluad and Efluelda are enhanced flu shots, indicated in Europe for elderly people to protect them against the influenza virus. As part of the campaign, Sanofi ( SNY ) allegedly claimed that Fluad is weaker than Efluelda, contradicting findings of national immunization technical advisory groups (NITAGs) in Germany and France. To address the concerns, the Paris-based drugmaker has made a series of commitments, including publishing statements clarifying that the current recommendations of German and French NITAGs treat Efluelda and Fluad equally for elderly people. The regulator has opened a public comment period until August 21 to allow interested parties to submit their views on the proposals, which it said will remain in effect through March 2030. More on Sanofi, Sanofi, etc. Sanofi 'Strong Buy': Continued Dupxient Sales Growth And Sarclisa OBI First CSL Limited (CSLLY) Shareholder/Analyst Call Transcript CSL Limited (CSLLY) Shareholder/Analyst Call - Slideshow Sanofi's Nexviazyme hits primary goal in Pompe disease study Lilly, Incyte, CSL among winners of EU drug recommendations this week

Oregon’s attorney general is seeking a court order for Paramount Skydance Corp. to hand over documents related to lobbying for its $110 billion takeover of Warner Bros. Discovery Inc. and to delay closing the deal for 60 days while the state continues its antitrust probe. Paramount has been “dodging and delaying” a “straightforward” subpoena for merger-related documents while “racing to close its deal” before the state can finish its investigation, Oregon Attorney General Dan Rayfield said in a statement Tuesday night. “We’re not going to let Paramount Skydance play hide the ball so they can rush through their massive merger,” Rayfield, a Democrat, said in the statement. “Oregonians have a real stake in this deal – in our film industry, in our economy, in the choices they’ll have as consumers.” The US Justice Department last month closed its probe into the Hollywood mega-deal, saying the deal “is not likely” to hurt consumers or competition in the film and television industry. Even so, the top lawyers for several states have been drafting a legal challenge , laying the groundwork for an antitrust suit, people familiar with the matter said last month. Paramount so far has only committed to refrain from closing the deal through July 16, according to Oregon. A Paramount spokesperson said the company has provided Rayfield’s office “with all relevant documents it requested for the merger” and will “vigorously defend” in court any attempts to delay the deal. “The information the Oregon Department of Justice is seeking has nothing to do with whether this transaction complies with Oregon’s antitrust laws and is not a legitimate basis to delay a plainly lawful, pro-competitive transaction,” the spokesperson said. Oregon has been investigating the proposed merger since it was announced in February. As part of that work, the state sent Paramount a records request in June, seeking documents about the company’s lobbying of federal officials in support of the deal and any role it...

为期两天的北约峰会7日在土耳其首都安卡拉开幕。本次峰会的主要议题包括增加防务支出、扩大军工产能、继续支持乌克兰以及协调欧美安全责任分担等。北约峰会标榜团结，但是分歧之声始终不绝于耳。比如在成员国对乌克兰的支持方面，乌克兰总统泽连斯基敦促北约加大对乌克兰防空领域的支持，而匈牙利、荷兰等国则明确表示，反对向乌克兰提供军事支持。（央视新闻）

Apple (AAPL) and Broadcom (AVGO) are partnering on a $30 billion AI chip deal. Yahoo Finance Technology Editor Dan Howley explains more in the video above.

jetcityimage/iStock Editorial via Getty Images Chevron ( CVX ) announced Wednesday a technology licensing agreement with enhanced oil recovery supply and technology company ZL Chemicals that allows ZL to commercialize Chevron-developed chemical surfactant technology. Chevron ( CVX ) said it has developed and applied surfactant technology to improve resource recovery in unconventional reservoirs, and the licensing agreement allows for broader commercial use of the technology. Under the agreement, ZL will commercialize and market products and services under the Vantis brand utilizing the licensed technology, which is expected to support applications in shale and tight reservoirs, including base well enhanced oil recovery programs and new well optimization efforts. The chemicals that ​are being licensed to ZL have improved production from newly drilled wells by as much as 20% during ⁠the first year and reduced production decline in existing wells by 5%-8%, Chevron's ( CVX ) Chief Technology and Engineering Officer Ryder ​Booth told Reuters in an interview. "With constraints on energy in ​the world today, there's a call on oil and gas companies to get more energy to market. This is a way that we can answer the call to help boost production," Booth said. More on Chevron 2026 2H Oil Dividend Roundup: Chevron Outshines Enterprise Products Partners Chevron's Microsoft AI Deal Could Be The Blueprint For A New Growth Engine (Rating Upgrade) Chevron Presents at J.P. Morgan Natural Resources Conference 2026 Transcript

Kostyuk beats Paolini in straight sets Noskova defeats Elise Mertens 6-3, 7-5 A lot has been made of how open the women’s draw at Wimbledon is this year, even before the defending champion Iga Swiatek and the world’s top two, Aryna Sabalenka and Elena Rybakina, all fell in the first week . But sometimes it pays to be aware of the in-form players, whoever they are, and so it was no surprise to see Marta Kostyuk and Linda Noskova march into the semi-finals. Kostyuk, the Ukrainian 12th seed who reached the semi-finals at the French Open last month, crushed the 2024 runner-up Jasmine Paolini 6-3, 6-2 on Centre Court while the 21-year-old Noskova, seeded ninth, saw off Elise Mertens of Belgium 6-3, 7-5 to make it 10 wins out of 11 on grass this year. Continue reading...

Pla2na/iStock via Getty Images Topline Summary and Update When last I left off with Fate Therapeutics, Inc. ( FATE ) in May 2025, I lamented the challenges that the company was facing as they continued their pivot into CAR T-cell therapy for autoimmune disease in the context of a heavily depressed sentiment on cell therapy companies on the whole. In that, I saw some substantial opportunity for FATE, as well, which has so far been shown to be a good prediction. The stock is up approximately 190% since the last article and stands at a market cap of around $300 million at the time of writing. Today, I want to take another look at FATE as they have been able to mature their cell therapy pipeline by another year. As the market has gained confidence, is there further upside from here? Pipeline Updates FT819 FATE started its life as an oncology-focused cell therapy biotech, but in the last few years it has made a nearly full pivot into the development of CD19-directed CAR T-cell therapy for autoimmune disease. I've touched on what we've seen out of early trials for FT819, a stem cell-derived “non-self” CAR T-cell product that can induce reductions of B cells with eliminated risk of graft-versus-host disease. Specifically, we had seen early findings in the setting of systemic lupus erythematosus (SLE) in a phase 1 trial showing that patients could achieve sustained depletion of B cells, as well as early signals that patients could have remission without ongoing immunosuppressant treatment. Since then, FATE has planned a move for FT819 into a registrational study called RECLAIM-LN , focused on evaluating the efficacy and safety of FT819 in patients with lupus nephritis. The company has guided that this trial is on track to officially begin in the second half of 2026. An ongoing phase 1 study called FT819-102 is also evaluating the use of FT819 in various autoimmune diseases, but using a conditioning regimen that lacks fludarabine (the conditioning regimen is the chemotherapy...

cookelma/iStock via Getty Images Photronics ( PLAB ) is a U.S. company within the semiconductor value chain that drew my attention. Having previously covered a lot of companies in data infrastructure and also chip manufacturing, I view PLAB as a beneficiary of the secular AI tailwinds, since it essentially manufactures equipment used in the chip-making process. Q1 presentation To be more precise, PLAB manufactures not just FPD (flat panel display) but also IC (integrated circuit) photomasks, which are high-precision stencils used in photolithography to print microscopic patterns onto silicon wafers. It generates revenue by selling these custom-engineered equipment to chip makers like Samsung. Since this is a highly specific and technical area of chip manufacturing, my sense is that PLAB could be an underrated play in this space, where it competes with mostly Japanese companies like Tekscend Photomasks and Dai Nippon. google Since its IPO in 1987, PLAB has seen a rather cyclical share performance, generating an almost 800% return, which on an annual basis is not attractive enough, in my view. Share price has more than doubled to $27.6 per share in the past five years, suggesting that there seems to be a long-term positive sentiment as of late. Yet, PLAB is currently down -17.5% YTD, marked by a sharp correction from the $50 level late last month. I initiate my coverage with a buy rating. My FY 2026 price target analysis projects around 16% upside. PLAB remains an interesting long-term opportunity in my view, and given the pronounced correction, I believe that any signs of tape-out activities recovery could equally drive pronounced positive sentiments, making PLAB today appear undervalued. Financial Reviews Fundamentals have been rather underwhelming as of Q2 2026, which would explain the recent negative sentiments on the stock as of late. Q1 presentation Top-line performance has gotten worse YoY, with Q2 revenue down -0.5% YoY to $209 million, though the management s...

Palantir Technologies (PLTR) Looks Beaten Down Despite Expanding Its Sovereign AI Push Insider Monkey

国际油价持续走高，WTI原油期货价格涨8%，报76.08美元/桶；布伦特原油期货价格涨8.62%，报80.554美元/桶。

格隆汇7月8日丨人工智能正广泛出现在加拿大的招聘中。Indeed经济学家Brendon Bernard的研究发现，自引入新的透明度要求以来，安大略省招聘启事中提及AI的次数激增。在今年年初出台要求披露在招聘中使用该技术的新规后，该省提及AI相关术语的招聘启事比例从9%跃升至28%。在几乎所有职业中，AI的出现率都大幅上升，只有美容和健康、牙科以及兽医服务等少数例外。“如今这一较高水平突显了AI在招聘过程中的应用有多么普遍，而且考虑到新规的豁免情况以及合规不彻底，这可能还是一个保守的估计，”他说。

For more than a year now the tech trade was simple — own the chips, sell the software. The narrative was that AI would eat the software stocks alive as "SaaS-pocalypse" spread like The Walking Dead show. I think this article is quite timely as not only have the software stocks been slowly building relative strength in recent weeks, but the semiconductor trade has been acting very heavy in recent sessions. Here's what the charts say, and two ways we're looking to play it. Software is turning up against semis After more than a year of software stocks' underperformance relative to the semiconductor stocks, the ratio of IGV / SMH ( Software ETF / Semiconductor ETF ) bottom near 0.13 last month and has turned back higher, breaking through the black dotted trendline resistance indicating a possible reversal of the software stock misfortune. This has become one of the most crowded trades in recent memory in technology with the masses long semis and short software. As shown in the top-10 holdings of both ETFs (remember you must know what you own when holding ETF's and mutual funds!), money rushed into Nvidia , TSM , Micron and out of Palantir , ServiceNow , and Salesforce . It's not just semis - software is turning up against everything! Here's why I think a structural shift may be happening that is more than just a multiday profit taking in semis ahead of second-quarter earnings. In the bottom panel of the chart below, you'll see the software ETF is turning higher against the technology ETF XLK after over a year of relative weakness. In the top panel, you'll find software is actually turning higher against the entire S & P 500 after a triple bottom starting early in 2026! This possible reversal has been in the making for about five months! Software showing relative strength versus the semis — or even technology — is one thing, but when you're gaining ground on the boarder market, that's a significantly more compelling story. I spent most of my morning reading through a 65-...

The Reform UK leader tells the BBC it is "only fair" that it is the electorate who judges him.

All three major US stock indexes were down in late-morning trading Wednesday, as hostilities re-esca

格隆汇7月8日｜上海原油连续主力合约日内涨8%，现报492.10元/桶。

Key PointsSandisk stock sold off on worries about DRAM production in Korea yesterday.

During an interview with CNBC, Jonas said that while SpaceX’s recent cloud compute deals are placeholders, it could face growing competition in the future.

特朗普在土耳其北约峰会表态称美伊停火状态已然终结，受油价暴涨带动，美国国债收益率周三全线走高。 10 年期美债是房贷、车贷、信用卡利率的核心定价基准，最新收益率上行 6 个基点，报 4.589%。 短端、长端美债收益率同步上涨：锚定美联储短期利率政策的 2 年期美债收益率上涨超 5 个基点，至 4.218%；受地缘冲突影响显著的 30 年期美债收益率上涨超 4 个基点，报 5.084%。 各期限美债实时收益率一览 特朗普的发言直接推升国际油价，市场担忧通胀再度抬头，进而对美债收益率形成上行压力。 美国已于周二对伊朗发动打击，特朗普周三后续召开记者会、与乌克兰总统泽连斯基会面时放出狠话，威胁将再度重拳打击伊朗。 他表示：“我会给他们一点预警，今晚我们将强力打击伊朗。” 国际定价基准布伦特原油期货大涨 7.4%，报每桶 79.68 美元；美国西德克萨斯轻质原油（WTI）期货上涨 7.2%，报每桶 75.48 美元。 交易员一方面评估特朗普表态对长期融资成本的影响，另一方面静待美联储于周三晚公布 6 月联邦公开市场委员会（FOMC）会议纪要，从中挖掘新任美联储主席凯文・沃什主导下的货币政策线索。 责任编辑：郭明煜

总台记者8日自伊朗方面获悉，美军当天凌晨对伊朗南部部分地区发动袭击，造成伊朗军方8人死亡。据了解，死亡人员来自伊朗陆军航空兵和海军部队，事发地点包括阿巴斯港和布什尔。（央视新闻）

Spain remained calm in the face of US President Donald Trump’s latest attack on Wednesday – which saw him order a halt to all trade with the country – as Madrid stressed its relationship with Washington remained “positive”. Trump called Spain a “wasted cause” and “hopeless, bad people” during comments to reporters ahead of a Nato leaders’ meeting in Ankara, and ordered officials to cut off trade with the country – the second time Trump has made such a threat since March. The US leader has...

格隆汇7月8日丨据纽约时报，6月16日，美国总统特朗普谈及伊朗领导人时表示：“我们正在打交道的人，我认为是非常理性的人。他们很好打交道，是坚强而聪明的人。”而今天，特朗普的评价是：“他们是病态的人，这个国家被病态的人领导着，我们不能相信他们，伊朗领导人总喜欢耍花招。”

Source: Bloomberg, 75:57

格隆汇7月8日丨法国巴黎银行分析师对特斯拉和SpaceX近期合并的可能性表示怀疑。他们表示：“两家公司的大量现金消耗和重大的监管风险使SpaceX与特斯拉的潜在合并变得复杂。”因合并猜测而改善的特斯拉投资者情绪可能过于乐观，并维持其“弱于大盘”的评级和280美元的目标价。“我们担心特斯拉在未来两年将在其无人驾驶出租车和Optimus业务上面临艰巨的KPI，在任何SpaceX合并真正实现之前，这将给核心业务带来下行风险。”