As US President Donald Trump prepares to visit China, Taiwan is again one of the most sensitive issues in US-China relations. For Washington, this is not only a question about the Taiwan Strait. It is a strategic choice that bears on whether the United States can avoid a comprehensive conflict with China, stabilise markets and secure Chinese cooperation on trade, artificial intelligence (AI), Iran and the wider Middle East. This could be the moment when a clear US stance against Taiwan...

美国4月核心CPI同比 2.8%，预期 2.7%，前值 2.6%。

美国4月核心CPI环比 0.4%，预期 0.3%，前值 0.2%。

美国4月CPI环比 0.6%，预期 0.6%，前值 0.9%。

美国4月CPI同比 3.8%，预期 3.7%，前值 3.3%。

At SAP Sapphire in 2026, SAP SE (NYSE: SAP) introduced the Autonomous Enterprise to help enhance the world's most critical business workflows, so that humans and AI work together to meet the accelerating demands of global business profitably, strategically and safely.

SAP SE is investing in workflow automation platform n8n , doubling the startup’s valuation to $5.2 billion, as the German software giant builds out its artificial intelligence offering. SAP, Europe’s largest software company, is also signing a multiyear deal to embed n8n’s tools inside its AI agent builder, Joule Studio, the company said in a statement Tuesday. SAP’s investment was a secondary transaction that enabled some early backers to sell some of their shares, n8n Chief Executive Officer Jan Oberhauser said in an interview. SAP is overhauling its business to meet growing demand for AI services, and working to convince its customers that its new tools are worth paying for. By partnering with n8n, it will team up with one of Germany’s most prominent startups and bolster its offerings with the company’s automation software. “When you’re a large organization, you might not move as fast,” Oberhauser said. “You can do it yourself with a certain amount of time, or you can pick a winner that’s already in the market.” N8n, founded in 2019, sells software that lets businesses automate repetitive computing tasks with minimal coding input. Users can customize processes by using a visual drag-and-drop interface and connect their own databases with platforms like Slack and Google Docs. It also allows users to build their own AI agents, plugging into models from providers such as OpenAI , Anthropic PBC and Google. The startup competes with other automation platforms such as Zapier and Gumloop, as well as products from AI model companies, including Anthropic’s Claude Cowork and OpenAI’s AgentKit. N8n was valued at $2.5 billion after an equity raise in October. The startup currently generates over €100 million ($117 million) of annual recurring revenue, a measure of current sales extrapolated over 12 months, according to Oberhauser.

Uber (NYSE: UBER) is adding paying monthly subscribers at a rapid clip. *Stock prices used were the afternoon prices of May 9, 2026. The video was published on May 11, 2026. Continue reading

Marvell (NASDAQ: MRVL) is becoming a bigger part of the AI infrastructure build-out, helped by growth in custom silicon, rising data center revenue, and a strategic partnership with Nvidia (NASDAQ: NVDA) . The upside case is getting stronger, but the stock's huge rally raises a serious question: has the market already priced in too much? Stock prices used were the market prices of May 2, 2026. The video was published on May 9, 2026. Continue reading

CRM's $14.4B free cash flow in fiscal 2026 powers $14.3B in shareholder returns and AI investments like Agentforce and Data 360.

格隆汇5月12日｜美国内政部长伯古姆：在稀土问题上将采取“全方位”行动。

格隆汇5月12日｜据伊朗塔斯尼姆通讯社，伊朗伊斯兰革命卫队在德黑兰省进行军事演习。

quantic69/iStock via Getty Images The Mother's Day Catalyst It is not often that a Mother's Day event at the White House doubles as a Tier-1 financial news event. Just recently on May 8, 2026, an off-script remark from the President — "Go out and buy a Dell! They're great" — sent Dell Technologies (NASDAQ: DELL) shares to an intraday record of $263.99, a 14.6% intraday move that closed at +13%. You can read the comment as a presidential distraction. Which the press largely did. But the market treated it as a green light, and it is the second time in nine days that a presidential mention has produced a double-digit single-session move in a major US tech name. Eight days earlier, on April 30 , a Truth Social post on Intel produced the same kind of reaction. Those two data points are not yet a pattern. However, the cases are similar enough, and the academic literature on this dynamic is large enough, that they merit being treated as something other than novelties. The Intel Parallel: Endorsement Versus Momentum Now, to make sense of the Dell move, you have to look back at the Intel surge a week earlier. Following the President's Truth Social post, which he took credit for a $30 billion paper gain on the federal stake, Intel closed April 30 at $94.75, up 12.06%. Precision matters here. Intel was already mid-flight. We saw the stock had spent April posting its strongest single month in 55 years , rallying over 100% before the President hit "post." So the fundamental floor was already in place: Firstly, the federal stake. I saw the US government holds 10% of Intel — 433.3 million shares acquired in August 2025 at $20.47, costing $8.9 billion. Their funding came from the CHIPS Act and Defense Department secure-enclave grants. Next is the earnings beat. The April rally was sparked by Q1 revenue of $13.58 billion against a $12.43 billion consensus. Meant an EPS of $0.29 against $0.01. That's six consecutive beats under CEO Lip-Bu Tan. Finally, the structural catalysts. We lo...

When The President Names Your Stock: Lessons From Intel And Dell Seeking Alpha

SK海力士就一季度进入兴福电子前十大流通股东向记者表示，对兴福电子的投资是公司在其上市前已完成投资的项目，该件事宜为公司对上市前的初创企业的投资。注：兴福电子在5月11日股价异动公告中就该事项回应，SK海力士（无锡）投资有限公司系公司首次公开发行前股东，持有公司股份数量500万股，已于2026年1月22日解除限售。（人民财讯）

格隆汇5月12日｜京东(JD.US)CEO：京东外卖业务已展现出其战略价值，为一季度广告收入贡献了3%的增量。

Key PointsNvidia has become the world's largest company thanks to the artificial intelligence (AI) infrastructure spending boom.

Taiwan Semiconductor, Freeport-McMoRan: CNBC’s ‘Final Trades’ - Applied Materials (NASDAQ:AMAT), Freeport Benzinga

Pangaea Logistics ( PANL ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 2.6% Payable June 15; for shareholders of record June 1; ex-div June 1. See PANL Dividend Scorecard, Yield Chart, & Dividend Growth. More on Pangaea Logistics Pangaea Logistics Solutions: Disappointing Quarter And Uncertain Outlook - Hold (Rating Downgrade) Pangaea Logistics Solutions Ltd. (PANL) Q4 2025 Earnings Call Transcript Pangaea Logistics Solutions Ltd. 2025 Q4 - Results - Earnings Call Presentation Pangaea Logistics Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating on Pangaea Logistics

贾跃亭又看上了新赛道。 “我要宣布一个公司重大的战略升级：FF（法拉第未来）将升级为物理AI生态系统公司，专注于具身智能机器人业务两大引擎，一是人形与仿生机器人，二是汽车机器人。在战略执行节奏上，第一阶段将以人形和仿生机器人为主，汽车机器人为辅。”日前，法拉第未来创始人贾跃亭在社交平台发布的视频中如是说道。 但实际上，距离贾跃亭2014年官宣造车已经过去12年，法拉第未来离大规模量产汽车仍有很大差距。过去十年时间，法拉第未来总共只交付了不足20辆汽车，而贾跃亭已8年时间未回国，身负巨额债务。

格隆汇5月12日｜据英国泰晤士报，英国交通大臣亚历山大支持大曼彻斯特市长安迪·伯纳重返国会。

在商业的世界里，每一个水草丰美之地历来都会吸引大量猎食者。 2015年，得罪了美国政府的汪滔，罕见地接受了外媒的采访，当时福布斯的记者问汪滔，大疆的对手是谁，他给出的回答是极飞和零度智控。而这些无人机领域的小伙伴早已被大疆轻松击败。 十年后，当他再一次接受媒体专访时，他口中的对手名单又多了一长串，从农业无人机到全景相机，从麦克风到云台，大疆的业务触角伸向了更多领域，而每一条业务线都对应着一家成熟企业。 尤其是在大疆开辟的口袋相机赛道，Pocket这种叫好又叫座的爆款单品，正在被越来越多厂商盯上。 不出意外，OV小米等手机厂商和影石、浩瀚等细分赛道的龙头企业都将在今年发布类似Pocket的产品。 过去几年，除了有不少员工离职创业，大疆的日子整体上过得是从从容容、游刃有余，消费级无人机依旧一骑绝尘，影像赛道又多点开花，营收和利润两不误。然而，在残酷的商业世界里，没有人可以独自美丽，岁月静好的背后，需要应对一批又一批站到门前的挑战者。 01 大疆是做飞控系统起家，最早的业务模式也非常简单粗暴，汪滔把产品挂到航模爱好者论坛，一套系统卖20万，目标客户是大型国企，他们需要拿着航模在领导面前演示一遍，以显示国企在拥抱尖端科技的积极态度，演示完基本就锁进玻璃柜里。 这门生意虽然赚钱，但汪滔察觉到，这样的思路不长久，不仅做不大，而且完全不是做产品的思维，他希望做一款能够让消费者打开盒子就可以直接飞的飞行器。 随着多旋翼无人机赛道兴起，大疆凭借稳健的打法和产品优先的思维，迅速打开了局面。2013年，大疆迎来了创业史上的第一个爆款产品，其首台四旋翼无人机精灵Phantom1上市。以前的无人机操作门槛高、价格昂贵。而Phantom1做到到手即飞，无需复杂组装，再加上定价只有679美元，迅速打开了非专业人士的市场。 一年后，在几乎没有任何市场投放的情况下，大疆无人机销量突破40万台，收入增长了4倍。2013年，大疆的年终奖还是大众高尔夫，第二年就变成了奔驰。 当时很多好莱坞明星和硅谷大佬都在用大疆无人机，大疆也赞助了多部美剧。汪滔曾出席过一场行业峰会，他放了一张PPT，上面罗列了大疆无人机的大佬粉丝，其中就包括比尔盖茨、扎克伯格和沃兹尼亚克。 大疆能在消费级无人机赛道孤独求败，份额常年稳居在70%以上，除了稳扎稳打积累的技术优势，很大一个原因实在是同行太拉垮。 当时，国内外曾掀起过一轮无人...

打开抖音刷 AI 短剧，两集间隙经常会弹出汽车品牌直播间广告。明明只需轻点就能进入，但多数用户都会等 3 秒可滑动后，直接划走跳转下一集。 （图片源自抖音截屏。） 自2023年走入大众视野，汽车直播早已成为行业常态。在抖音、快手及各大电商平台搜索就能发现，新车详解、二手车探店类直播间遍地开花，这股直播热潮已然全面渗透行业，直播购车也从新鲜营销玩法，快速蜕变为汽车消费的新常态。 与此同时，汽车销售的职能也被进一步细分。大批汽车主播入驻线下4S店，成为品牌和门店重点押注的流量入口与销售增量寄托。 去年抖音“双十一”心动购车节曾披露数据，活动拿下 2.78 亿元支付销售额。但随着直播行业热度逐步回落，汽车直播间无法适应带货逻辑，最终沉淀为用户留资引流的工具。 直播间里，主播日复一日长时间开播，靠循环话术持续输出，只为争取珍贵的潜在客户线索。 但眼下，汽车直播行业逐步迎来流量退潮：观众不愿驻足停留，主播难以打动用户，正成为行业普遍困境。 汽车主播，逃离直播间 “谁能救救我？”“当了汽车主播后，每天都处在崩溃边缘”，如今在各大社交平台上，关于汽车主播的职场吐槽层出不穷，留资获客难、绩效考核压力大、工作时长超负荷，成为这群从业者最集中的痛点。 （图片源自小红书。） 王雨是一名新势力品牌汽车主播，身处这个行业，她的日常被高强度、满负荷的工作填满，每周仅能拥有一天的休息时间。 “一天要完成两场直播，结束后还得抽空剪辑短视频，几乎没有空闲的间隙。”她无奈说道。 每场直播动辄数小时，经常一下午连播两场，长时间高强度讲解，常常累到嗓子沙哑、说不出话。 而比身体疲惫更煎熬的是，即便直播间人气低迷、没有观众互动，她也必须对着镜头自言自语数小时，维持直播状态。 据了解，王雨每天直播两场，KPI设置需要其一个月获取600条线索，一场直播下来也至少要拿到15条线索才算及格。 在她看来，汽车主播这份工作，看似是对着镜头讲解的轻松活，实则背后背负着沉重的销量指标和业绩压力，每一分轻松都是伪装。 可即便付出了远超普通岗位的时间和精力，王雨感觉薪资回报，却完全配不上辛苦付出。 据其透露，她的薪资构成十分单一，只有底薪+卖车提成，底薪仅有两三千元，线索转化一条只能拿到几块钱，短视频剪辑按件计费，提车奖励也不过百十块钱。 这样算下来，业绩好的时候月收入勉强能到六七千元，业绩低迷时，只能拿到两三千元的底薪，付出...

Ovintiv ( OVV ) declares $0.30/share quarterly dividend , in line with previous. Forward yield 2.03% Payable June 30; for shareholders of record June 15; ex-div June 15. See OVV Dividend Scorecard, Yield Chart, & Dividend Growth. More on Ovintiv Ovintiv Vs. Paramount Resources: Why It's Time To Buy One And Sell The Other Ovintiv Inc. (OVV) Q4 2025 Earnings Call Transcript Ovintiv Inc. 2025 Q4 - Results - Earnings Call Presentation Ovintiv GAAP EPS of -$2.35 Ovintiv Q1 2026 Earnings Preview

小红书4月底发出全员内部信，宣布成立AI一级部门Dots时，距离毛文超第一次向GPT提问“小红书会被颠覆吗”，刚好过去了三年。 三年，足够一家公司从观望到押注，从试水到全面转型。在这段时间里，Kimi完成了从估值43亿美元到超200亿美元的跃迁；快手旗下可灵AI以5亿美元年化收入寻求独立融资，估值200亿美元；字节豆包达成3.45亿MAU坐稳AI产品榜首…… 同一段时间，小红书组建了一个百人规模的AI团队，推出了一款独立应用，发布了一批没有在技术社区形成明显存在感的开源模型，然后在2026年春天才宣布，成立一级部门将AI从产品探索上升为组织工程。 当然，仅凭这个时间差，并不足以定义小红书“慢”。 在一个真实社区与AI生成内容天然存在张力的产品结构里，小红书未能准确找到一个令人信服的介入方式。在其他公司已经形成清晰产品路线的时候，小红书仍在回答一个更基础的问题：AI在一个以「活人感」为核心竞争力的社区里，究竟扮演什么角色？ 一旦AI大规模介入内容生产或答案分发，用户很容易开始追问：屏幕另一端的经验，究竟是某个真实个体的生活记录，还是一次机器整理后的结果？这关系到小红书最核心的信任资产，即品牌愿意投放，是因为用户相信这里的推荐来自真实体验；用户愿意搜索，也是因为他们相信这里能找到别人真实踩过的坑和做过的选择。虎嗅报道，2025年，小红书73%的月活用户有过搜索行为，这种搜索心智本质上建立在同一套信任之上。 小红书握着最稠密的生活经验语料，但在AI最热的两年里，它没有把这批内容尽快产品化成一个新入口。现在它终于开始加速， 却依然不敢跑太快， 因为一家以真实生活经验起家的社区，与机器大规模参与内容生产和答案分发之间存在天然张力。 即 「AI到底介入到什么程度，才不会伤害真实社区」。 AI没有长成新故事 最早承载小红书“新入口”想象的点点，从自研基础模型起步，经历接入外部模型、人文化人设重塑、多模态改版，几轮调整之后，点点仍然没有跑成独立入口，但它回到主站后，反而更接近小红书真正有价值的搜索场景。 截至发稿，点点在App Store下载排行榜中排名163位，评分用户只有49名，而头部AI应用豆包的评分数量已达223万个。一款AI产品在上线约一年半后交出这样的数字， 很难被视作一次成功的独立产品探索 。 点点的问题，不只在于产品成熟度。它始终在两个方向上同时竞争： 作为独立AI...

格隆汇5月12日｜泰格医药公告称，公司实际控制人叶小平、曹晓春于2026年5月12日分别收到中国证监会的《立案告知书》，因涉嫌泰格医药持股变动相关信息披露违法违规被立案。上述立案调查内容系过往历史持股变动信息披露事项，与公司经营无关，不会对公司正常经营造成影响。两位实控人将积极配合调查并履行信息披露义务，公司也将持续关注进展并披露信息。

(RTTNews) - Tuesday, AC Immune SA (ACIU) announced that Chief Executive Officer Andrea Pfeifer has decided to retire from her role at the upcoming Annual General Meeting to spend more time with her family.

A clip of Senator Ronald “Bato” dela Rosa running through the Senate halls to evade an International Criminal Court arrest warrant has become one of the most startling images in recent Philippine politics. By Tuesday, the former national police chief was still inside the Senate under protective custody, turning the chamber into the centre of a legal and political stand-off over whether one of former president Rodrigo Duterte’s closest allies could be handed over to The Hague. But Monday’s chase...

The Securities Investor Protection Corporation provides coverage of up to $500,000 for stocks, bonds and mutual funds, including up to $250,000 in cash.

Intel stock and shares of other semiconductor companies were falling back on Tuesday morning after a Monday rally that sent multiple chip stocks to record highs. Intel was down 4.7%% in premarket trading after having more than doubled in the past month through Monday’s close. Demand for artificial-intelligence infrastructure has boosted chip stocks across the board.