AMD Vs Nvidia: Why AMD's 'Integrated Strategy' Could Be NVDA's Biggest Threat In 2026 Benzinga

AMD Vs Nvidia: Why AMD's 'Integrated Strategy' Could Be NVDA's Biggest Threat In 2026 - Advanced Micro De Benzinga

格隆汇5月7日｜据中国科学技术大学消息，我国科研团队在安徽省合肥市成功建成“星汉二号”多模式量子中继网络，实现了14.5公里的物质纠缠，有望成为未来量子网络的根本性技术路线。相关成果于5月7日在线发表在国际学术期刊《自然·光子学》。

记者从第48届世赛组委会了解到，今年9月即将在上海举行的第48届世界技能大赛赛事筹备已进入全面冲刺阶段，64个比赛项目的布局规划以及技术标准对接等已经完成，其中包括轨道车辆技术、无人机系统、智慧安防技术、软件测试、数字交互媒体设计等7个新增项目。 2026年9月22日到27日，第48届世界技能大赛将在中国上海举行。世界技能大赛是最高层级的世界性职业技能赛事，每两年举办一届，代表了各领域职业技能发展的世界先进水平。 上海市人力资源和社会保障局局长、第48届世赛组委会秘书长杨佳瑛说，新增的7个赛项体现了新产业、新技术、新业态蓬勃发展的态势，也代表了未来的技能风向，为广大青年技能人才开辟新的成才赛道和就业空间。 杨佳瑛表示，世赛不仅展示全球顶尖技能水平，深化国际技能交流合作，还将弘扬技能成才时代风尚。 杨佳瑛说，预计将有来自73个国家和地区的超过5500名各类注册人员参赛参会，其中参赛选手近1500名，有望创下历届比赛项目、参赛人数、参与成员国家和地区数量“三个之最”。其中，中国选手将参加全部64个赛项的角逐。 目前，赛事筹备已经进入全面冲刺阶段。杨佳瑛介绍，上海已制定了涵盖签证便利、抵离服务、住宿保障的全方位接待措施，志愿者招募工作也已经启动。(新华社)

巴克萊銀行維持百濟神州(ONC.US)買入評級，上調目標價至409美元 Moomoo

Lanxess sees oil price in range of $100-$110 per barrel Reuters

(RTTNews) - Targa Resources (TRGP) reported that its first quarter net income attributable to common shareholders increased to $479.6 million from $200.0 million, prior year. Adjusted EBITDA was $1.4 billion, an increase of 19% year-over-year. Total revenues were $4.09 billion co

Source: Bloomberg, 0:00

专题：聚焦美股2026年第一季度财报 中东冲突推高运营成本 公司核心航运业务一季度转亏，货运量增长被运费走低所抵消 这是自 2 月末中东冲突爆发以来，马士基首次发布业务最新进展。 丹麦航运巨头 马士基 维持全年业绩指引不变，集装箱航运需求整体依旧强劲；但公司警示，中东冲突将通过航线运营中断、油价走高 推高企业成本 。 马士基表示，季末中东地区需求增长已受到冲突拖累，但目前财务数据尚未完全体现冲击影响，公司正设法转嫁、覆盖新增成本。 这是 2 月末中东战事爆发 后，马士基首次更新经营动态。冲突爆发后，区域航运陷入瘫痪：集装箱航运企业陆续暂停霍尔木兹海峡、阿曼湾周边航线，并绕行避开红海与苏伊士运河。 公司表示：“在美国最新进口关税落地之后，中东冲突再次敲响警钟，行业亟需运用新工具提升供应链韧性，并制定新策略，以应对未来各类航运中断风险。” 公司核心航运业务 一季度由盈转亏 ：尽管货运量有所提升，但运费下行完全抵消增量利好。 该业务板块当期息税前亏损 1.92 亿美元 ，而去年同期盈利 7.43 亿美元。 责任编辑：郭明煜

The head of Saudi Arabia’s securities exchange said the inclusion of its domestic bonds in two global indexes could draw billions of dollars of fresh money to the local debt market, boosting the kingdom’s efforts to attract overseas capital for its economic overhaul. Mohammed Al-Rumaih , chief executive officer of the Saudi Exchange, said the kingdom’s inclusion in both the JPMorgan Government Bond Index for Emerging Markets and the Bloomberg Emerging Market Local Currency Government Index next year is expected to generate over $10 billion in foreign inflows. This will be a significant liquidity boost for the kingdom’s 1.04 trillion riyal ($278 billion) local debt market , which saw just over $3 billion in local bonds traded over-the-counter in the first quarter, he added. Both bonds and stocks are traded on the Saudi Exchange, also known as Tadawul. Bashar Al Natoor, global head of Islamic Finance at Fitch Ratings, said index inclusions will help the market but “the pace and timing of additional inflows will depend on market conditions and investor sentiment.” He estimated that foreign investors acquired around 8% of domestic government bond issuance as of the end of March. Read More: JPMorgan to Add Saudi Riyal Bonds to Key EM Index Next Year The riyal-denominated bond market has grown by about 87% since 2021 , as the kingdom leans on debt markets, both foreign and increasingly local, to fund an economic transformation plan to wean its economy from oil. Saudi Arabia’s fiscal deficit widened in the first quarter to the highest level since 2018 as spending on projects to diversify the economy continued to rise. Stronger demand for local bonds could also provide a buffer as Saudi Arabia contends with the economic fallout of the recent Iran conflict, during which Tehran launched drones and missiles at the kingdom in response to US and Israeli strikes. In the months before the conflict began, Riyadh had launched sweeping reviews of flagship projects such as the futuris...

Dorian LPG ( LPG ) declares $1.00/share irregular dividend . Payable May 28; for shareholders of record May 18; ex-div May 18. See LPG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Dorian LPG Dorian LPG: Dividend Increases Fueled By Record VLGC Rates, But Is It Enough? (Downgrade) Dorian LPG: Rates Are Already Above My Bull Case -- Market Still Hasn't Caught Up Scorpio Tankers leads seven ocean transportation stocks with new Buy ratings at Jefferies Top small-cap energy stocks surging above 200-Day moving average Seeking Alpha’s Quant Rating on Dorian LPG

以下是第一财经对一些重要公告的汇总，供投资者参考。 【品大事】 3天2板润建股份：AI及算力业务收入占公司营收比重仍然较低 润建股份发布异动公告，近期资本市场对AI、算力等概念关注度较高，相关板块二级市场表现较为活跃。目前公司AI及算力业务收入占公司营收比重仍然较低，敬请广大投资者理性判断，注意投资风险。 *ST华闻：申请撤销部分其他风险警示 *ST华闻公告称，公司董事会审议通过《关于申请撤销部分其他风险警示的议案》，同意向深圳证券交易所申请撤销因触及《股票上市规则》相关条款而被实施的其他风险警示。 *ST赛隆：收到终止上市事先告知书 *ST赛隆公告称，公司收到深交所《终止上市事先告知书》，公司2025年度财务会计报告、财务报告内部控制均被出具无法表示意见的审计报告，触及股票终止上市情形，深交所拟决定终止公司股票上市交易。 2连板东阳光：控股子公司与客户签署的《算力服务采购框架合同》目前处于履约过程 最终履约情况以及对未来业绩的影响存在不确定性 东阳光公告称，公司股票于4月30日、5月6日、5月7日连续三个交易日收盘价涨幅偏离值累计超过20%，构成异常波动。公司控股子公司东莞东阳光云智算科技有限公司与客户签署的《算力服务采购框架合同》目前处于履约过程，最终履约情况以及对公司未来业绩的影响存在不确定性。 卡倍亿：调整发行可转债募集资金总额为5.1亿元 用于高速铜缆等项目 卡倍亿公告称，公司调整向不特定对象发行可转换公司债券方案，发行规模调减9000万元，调减后募集资金总额不超过5.1亿元，扣除发行费用后计划全部用于上海高速铜缆项目、墨西哥汽车线缆及高速铜缆生产基地项目及宁波汽车线缆改建项目。 【观业绩】 克明食品：控股子公司4月生猪销售收入环比下降39.42% 克明食品公告称，公司控股子公司兴疆牧歌2026年4月份销售生猪5.95万头，环比下降28.71%，同比下降6.82%；销售收入4010.95万元，比下降39.42%，同比下降43.43%。2026年1—4月，兴疆牧歌累计销售生猪26.49万头，同比增长39.31%；累计销售收入2.22亿元，同比增长1.59%。 巨星农牧：4月销售商品肥猪40.71万头 同比增长28.2% 巨星农牧公告称，4月销售商品肥猪40.71万头，同比增长28.2%；商品肥猪销售收入5亿元，前4月累计商品肥猪销售收入为21.95亿元。 【...

中大力德公告，控股股东宁波中大力德投资及一致行动人中大（香港）投资、慈溪德立投资、慈溪德正投资合计持股9285.46万股，占47.25%。因资金需求，拟自2026年6月1日至2026年8月31日，以集中竞价和大宗交易方式合计减持不超589万股，不超总股本3%，其中集中竞价不超196万股，占1%，大宗交易不超393万股，占2%。

Never miss an episode. Follow Foundering today. With Nima Momeni convicted of second degree murder, the media storm around Bob Lee faded. Reporter Shawn Wen tries to make sense of the widespread fascination with Lee’s death. She looks to the period before his death, when San Francisco was gripped by a bitter political fight over street crime, and to the years afterwards, when it emerged from the doom loop and into the AI boom. Listen and follow Foundering on Apple Podcasts , Spotify or wherever you get your podcasts.

(RTTNews) - GN Store Nord A/S (GNNDY, GN.CO), a Danish provider of intelligent hearing, audio, video, and gaming solutions, reported Thursday a loss in its first quarter, compared to prior year's profit. Further, the firm issued fiscal 2026 outlook, expecting higher margin.

watch now VIDEO 2:18 02:18 A rare disease 'bootcamp' that teaches families how to develop their own drugs CNBC Cures Developing a new drug can cost a billion dollars and take more than a decade. That makes investing in new treatments in the rare disease space — where patient populations are small, and the chance of earning a return on that investment even smaller — a risky bet for big pharmaceutical companies. That's a big reason why 95% of the more than 10,000 rare diseases that exist do not have an FDA-approved treatment. But for parents of children diagnosed with those diseases, doing nothing is not an option. And that's fueling a major trend in the rare disease community: medical innovation and breakthroughs that are being driven by the patient groups themselves. Last October, Rare As One — a project funded by the Chan Zuckerberg Biohub that supports patient-led research in the rare disease space — released a report that showed of the 20 organizations it funded when the program launched in 2019, half of them were involved in clinical trials within five years. That's remarkable progress from advocacy groups that are mostly led by the communities they represent – regular parents from varied backgrounds, partnering with researchers and clinicians to develop life saving treatments for their loved ones. But for many of these families, figuring out where to start that process can be incredibly complicated. Ultragenyx , an established player in rare and ultra-rare drug development, is looking to fill that gap and provide families and patient advocates the tools and resources for discovering a treatment. Twice a year the company hosts Rare Bootcamp, a multi-day forum that helps families learn about conducting rare disease research and the important steps that go into developing a new drug. It also lets them connect with others going through a similar experience. Ultragenyx CEO Emil Kakkis speaking to attendees at the company's Rare Bootcamp event in Boston in April 2026...

Gray Media ( GTN ) declares $0.08/share quarterly dividend , in line with previous. Forward yield 5.79% Payable June 30; for shareholders of record June 15; ex-div June 15. See GTN Dividend Scorecard, Yield Chart, & Dividend Growth. More on Gray Media Gray Media, Inc. (GTN) Q4 2025 Earnings Call Transcript Gray Media, Inc. 2025 Q4 - Results - Earnings Call Presentation A Look Ahead At Gray Media's 2026 Political Advertising Tailwind Gray Media GAAP EPS of -$0.34 misses by $0.06, revenue of $768M in-line Gray Media Q1 2026 Earnings Preview

CoreWeave Inc. shares are on a scorching run in 2026 as demand for computing capacity to power artificial intelligence keeps growing. But now investors want to see some proof that the neo-cloud provider is executing on its ambitious plans. The chance arrives when CoreWeave reports earnings after the bell on Thursday. Recent results from the biggest AI spenders like Alphabet Inc. and Meta Platforms Inc. made it clear that the need for computing power is insatiable as capital expenditures continue to rise. Considering the company rents access to AI infrastructure featuring the latest chips from Nvidia Corp. , that plays right into its hands. “There is an insane amount of demand for AI compute,” said Tejas Dessai , director of thematic research at Global X ETFs. “The backdrop is extremely positive for CoreWeave.” Investors will be closely monitoring CoreWeave’s revenue acceleration, its outlook for the rest of the year and its backlog heading into 2027, he said. The stock is up 93% this year and a stunning 245% since the Livingston, New Jersey-based company went public in March 2025. The latest rally got going roughly a month ago as investors regained faith in the AI trade and CoreWeave announced deals with Meta, Anthropic PBC and Jane Street Group in quick succession. Of the 36 analysts tracked by Bloomberg who follow CoreWeave, 23 have buy ratings on the stock and only two have sells. But their average 12-month price target of $131 is below where the shares closed Wednesday, even though it’s been rising over the past six months. Wall Street expects the company to report revenue of nearly $2 billion in the first quarter, twice what it posted a year ago, and a loss of $1.20 per share, which would be an improvement from a loss of $1.49 a share in the first quarter of 2025. CoreWeave’s revenue backlog was nearly $67 billion as of Dec. 31, and the recent deals should raise its remaining performance obligations significantly. “CoreWeave’s 1Q results will likely echo streng...

The dot-com bubble of the late 1990s ended badly for a key index of semiconductor stocks.

DALLAS, May 07, 2026 (GLOBE NEWSWIRE) -- Ridgepost Capital, Inc (NYSE: RPC), a leading private markets solutions provider, today announced financial results for the first quarter ended March 31, 2026.

East Providence manufacturing facility expected to have a staged restart beginning in May $175.6 million quarter-end cash balance; up from $158.6 million at year-end 2025 Secured an additional subsea pipeline award to be delivered in Q3 2026

NEW YORK, May 07, 2026 (GLOBE NEWSWIRE) -- Teads Holding Co. (Nasdaq: TEAD) (“Teads” or the “Company”) announced today financial results for the quarter ended March 31, 2026.