Formula Systems ( FORTY ) declares $13.045/share special dividend . Payable June 4; for shareholders of record May 25; ex-div May 25. See FORTY Dividend Scorecard, Yield Chart, & Dividend Growth. More on Formula Systems Financial information for Formula Systems

Broadcom (AVGO) Valuation Check After Strong Multi Year Returns And Premium P/E Multiples simplywall.st

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Image source: The Motley Fool. Thursday, May 7, 2026 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

I am opening with the verdict because the setup matters. Credo Technology (NASDAQ:CRDO) has staged one of the most explosive rallies in the AI infrastructure complex, but our proprietary model suggests the run has gotten ahead of fundamentals. Our 24/7 Wall St. price target for Credo is $174.53, against a current price of $198.57. That ... Price Prediction: This Is Where Credo Could Move This Year

Florida & Texas Lead Jobless Claims Rebound From Near Record Lows The number of Americans filing for unemployment benefits for the first time rose last week to 211k (more than the 205k expected), but remain well within the range of the last five years, near record lows... Source: Bloomberg Florida and Texas saw the biggest rise in initial claims while California and Michigan saw the largest declines... Continuing jobless claims also rose modestly last week, up to 1.782mm Americans (but still well below the 1.9mm Maginot Line)... Source: Bloomberg Combined with last week's positive payrolls print (and this week's surging inflation data), expectations for Warsh rate-cuts have now evaporated (market expects 10bps of hikes in 2026). Tyler Durden Thu, 05/14/2026 - 08:54

phakphum patjangkata/iStock via Getty Images If you follow me on Seeking Alpha, you probably already know that I like investing for passive income, especially now that I am retired from a 42-year career in information technology. I call my approach my Income Compounder portfolio due to the strategy that I like to employ that includes buying stocks and funds “on sale” that offer steady, mostly monthly distributions, and then reinvesting those distributions to grow my future income stream. With the US stock market setting all-time highs in 2026, one category of investments that is often overlooked by US investors is the asset class that includes global equities and/or emerging markets fixed income. I believe that a well-rounded income portfolio should include at least a small allocation to global securities. In that vein, I would like to suggest that a position in the Lazard Global Total Return & Income Fund ( LGI ) might be worth considering. This CEF (closed-end fund) from Lazard offers a current yield of 10.3% and typically trades at a discount to NAV (net asset value). With an inception date of April 2004, LGI has delivered an annual average total return of over 8% for 22 years and over 28% return in the last one year (as of April 30, 2026), as shown on the fund website. Lazard Even though the fund currently trades at a very small discount, the potential for some capital appreciation remains along with a steady, monthly distribution as long-term capital gains support the payout along with NAV growth. With ongoing uncertainty in the US market and rising inflation due to higher oil prices, the opportunity to acquire shares of LGI at a relatively low price makes this fund a Buy in my opinion. I own some shares of LGI in my personal Income Compounder portfolio and have been accumulating during market dips. The Bull Thesis for Global Securities in 2026 According to JP Morgan in their mid-year outlook , the recent fragmentation in global economies offers an opportunity ...

(RTTNews) - Stocks may move to the upside in early trading on Thursday, with the tech-heavy Nasdaq poised to add to the strong gain posted in the previous session. The major index futures are currently pointing to a higher open for the markets, as the S&P 500 futures are up by 0.

Phunware ( PHUN ) announced on Thursday a leadership transition and appointed Dmitry Kroshka, who has served as a senior advisor to the company since October 2025, as chief executive officer, or CEO, effective immediately. The company stated that he will now lead the company’s 2.0 strategy, with a focus on converting Phunware’s mobile, location-aware, and customer engagement capabilities into a unified, AI-enabled platform for complex physical environments. The company added that Jeremy Krol, who has served as interim CEO, will return to his chief operating officer role. Additionally, Phunware has engaged Build Something Product Group, or BSPG, to help lead the company’s product strategy and product 2.0 rollout. Michael Cerdá , founder of BSPG, would serve as Phunware’s senior product leader through the BSPG engagement. BSPG will also embed additional proven AI product and engineering leadership alongside the Phunware team to accelerate product development and commercial rollout. More on Phunware Seeking Alpha’s Quant Rating on Phunware Historical earnings data for Phunware Financial information for Phunware

Hiroshi Watanabe/DigitalVision via Getty Images Not many investors had sky-high gas prices on their bingo card at the start of 2026, less than 5 months ago. But here we are. And while the ongoing game of Twister playing out in and around the Strait of Hormuz is bound to have more than a temporary lift to the price of, well, many things, there are some more likely winners. Electric vehicles is one such area. And two popular ETFs which cater to that theme are worth a closer look. Higher gas prices are starting to impact the consumer psyche. For investors, the question isn't whether to play the electrification trend, but how. The Global X Autonomous & Electric Vehicles ETF ( DRIV ) and the KraneShares Electric Vehicles and Future Mobility ETF ( KARS ) have both caught a bid, but their performance gap is telling. DRIV has surged 38% year to date. KARS has been a relative laggard, but nominal return standout, up 24% through Wednesday. Data by YCharts That said, they are highly-correlated, with KARS being the higher-beta name amongst the pair. In other words, it will often make more in upswings and lose more in downturns for these types of stocks. Data by YCharts Let’s look under the hood (my last automobile pun for this article, promise) to see why DRIV is winning this recent battle. As is the case with comparing ETFs, determining which one is “better” is, in my view, only a fraction of the analysis. Because ETFs like these are simply baskets of stocks based on a screening, allocation, rebalancing and reconstitution process. And that means in addition to looking at them as investments in their own right, if diving into the holdings helps to uncover some isolated stock opportunities, whether for a multi-week or multi-month target holding period, that’s another reason to size these up. I remind investors to consider that in analyzing any equity ETF, especially one based on an index and not actively managed, that they also think of them as what they are: indifferent stock b...

一张RTX 4090，24GB显存，跑一个32B参数的大模型做agent任务。 不做任何KV压缩，显存直接爆掉，连模型都跑不起来。 换上TriAttention，模型稳稳跑起来，顺利读完6份文档，自动生成了一份完整周报。 这不是社区大神的魔改，而是一篇来自MIT、英伟达、浙大的联合论文。 https://arxiv.org/pdf/2604.04921 核心思路是在pre-RoPE空间里，用Q/K的三角集中度来估计每个KV token到底有多重要，然后只保留真正重要的那些。 打个比方来说，别的方法压KV cache像是把所有行李都塞进压缩袋，不管里面是羽绒服还是砖头一律压扁。 TriAttention是先翻一遍行李箱，把砖头扔掉，只给羽绒服打包。 TriAttention demo演示，展示单张RTX 4090上Qwen3-32B完成OpenClaw agent任务的完整过程。 作者之一Yukang Chen在X上发布了这组对比，左边不压缩，显存直接报错；右边开了TriAttention，agent一路读完6份文档，周报完整输出。 2.5倍吞吐，10.7倍内存缩减 效果怎么样？数字说话。 在AIME25数学推理任务上，TriAttention在匹配Full Attention准确率（40.8%）的前提下，吞吐量提升了2.5倍。 再看内存：KV cache内存缩减10.7倍。 在AIME25（Qwen3-8B）上的性能权衡。(A) 在相同准确率（40.8%）下，TriAttention的吞吐量比Full Attention高2.5倍。(B) TriAttention在保持与Full Attention相同准确率的同时，将KV缓存内存减少了10.7倍。 注意，这里说的是KV cache memory，不是整机显存，也不是模型参数占用的总内存。 但就算只是KV cache这一项，对长序列推理场景来说，KV cache往往就是压垮显存的最后一根稻草。 砍掉这一项，就是能跑和不能跑的分界线。 主实验是在Qwen3-8B上做的，覆盖AIME24、AIME25、MATH500等任务。 在32K token的生成长度条件下，TriAttention几乎没有牺牲精度，但把推理效率拉到了一个新台阶。 单张4090跑通32B大模型 这篇论文附录中提到了一个真实部署案例。 场景是OpenC...

Sylvamo ( SLVM ) declares $0.45/share quarterly dividend , in line with previous. Forward yield 4.7% Payable July 28; for shareholders of record July 7; ex-div July 7. See SLVM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Sylvamo Sylvamo Corporation 2026 Q1 - Results - Earnings Call Presentation Sylvamo Corporation (SLVM) Q1 2026 Earnings Call Transcript Sylvamo: May Take A Year To Reposition For Growth, Buy For The Dividend Sylvamo reiterates >$300M annual free cash flow potential as 2026 transition impact improves to ~$65M Sylvamo Non-GAAP EPS of -$0.53 misses by $0.26, revenue of $755M beats by $15.15M

周四科技股势不可挡的涨势几乎没有降温迹象。在英伟达领涨科技股、推动标普500指数和 纳斯达克 指数周三双双创下新高后，美国股指期货和欧洲股市上涨。受美股涨势提振，比特币也小幅走高。Cerebras Systems Inc．完成重磅股票发行， 思科 系统公司业绩也凸显出人工智能相关交易的强劲动能。 截至发稿，道指期货涨0.71%，标普500指数期货涨0.29%。纳指期货涨0.24%，该指数有望创下自上周初以来的第五个日内纪录高位。 英伟达盘前上涨2.6%。网络设备巨头思科在发布强于预期的销售预测后大涨19%。AI芯片制造商Cerebras Systems Inc．通过今年规模最大的首次公开募股筹集55.5亿美元。 欧洲股指开盘上涨。 泛欧Stoxx 600指数上涨0.3%。受美国市场科技股涨势带动，该指数受益于科技板块走强。伦敦市场方面，奢侈品集团Burberry公布业绩，并表示董事长Gerry Murphy将卸任后，股价下跌4.3%。3i股价下跌18%，领跌指数，此前其核心投资项目Action公布的业绩弱于预期。英国富时100指数上涨0.3%，德国DAX指数上涨1%，法国CAC 40指数上涨0.4%。 自4月初以来，芯片股引领美股出现一轮前所未有的反弹，并摆脱了中东战争引发的市场动荡。包括英伟达在内的大型科技公司也加快上涨步伐，其高管加入了美国总统特朗普访华代表团。 亚洲股市整体走低。 日本日经指数收跌1.0%；中国上证综指下跌1.5%，创业板指和深证成指跌幅均超过2%；香港恒生指数持平，恒生科技指数下跌0.1%。 法国兴业 银行首席美国股票策略师Manish Kabra表示：“市场见顶所需的关键因素仍然缺失，包括美联储多次加息、信用利差扩大，或经济增长出现过热脉冲。因此，标普500指数的看涨逻辑仍然成立。” 关注伊朗战争问题 受该战争影响，中东石油流动的一条关键通道已几乎关闭逾两个月。中 贝伦贝格多资产策略与研究主管Ulrich Urbahn表示：“我预计，此次峰会对市场情绪的影响将大于其对重大政策重置的影响。市场可能希望看到的是缓和基调、关祱威胁减少，以及在贸易、科技或地缘政治领域不出现新的限制。” 油价小幅走高。布伦特原油小幅走高，升至每桶106美元上方。WTI原油期货上涨0.1%，报每桶96.90美元。 与此同时，投资者也在关注美国制裁豁免到期情况。该豁免允...

Federal Reserve Governor Stephen Miran speaks about inflation from supply shocks, how the central bank can work with the Treasury and White House going forward, and reflects on his time at the Fed. (Source: Bloomberg)

‍ 5月13日，港交所的历史又被刷新了。 内地工业机器人企业翼菲科技当日中午截飞（报名截止日）。据市场消息，公开发售部分录得14,891倍超额认购，涉及5,643亿元，一举超越2025年GEM板挂牌的金叶国际1.1464万倍的超购纪录，问鼎港GU史上最强“超购王”宝座。 据星岛头条报道称，翼菲科技接获33万名散户认购，单计券商合共已借出逾4,206亿元孖展（港GU杠杆融资，借钱打新），融资申购倍数达到1.12万倍以上。而14,891倍的最终超购倍数，考虑到现金认购投资者尚未完全点算在内，这一数字还将继续被刷新。 但一手有多难中？公司共发售2,460万股HGU，发售价每GU30.5元，每手100GU，一手入场费3,080.75元。 按照18C章特专科技公司规则（港交所专门给AI、芯片这些高科技公司开绿灯，上市不用必须盈利），即便触发最高回拨机制，公开发售部分也只能从5%调升至20%，全港散户最多只能分得4.92万手。 这意味着至少28万人最终两手空空。 翼菲科技说白了就是一家卖机器人的公司。 它卖的可不是普通的铁疙瘩，而是应用于仓储物流、上下料、包装组装等场景的工业机器人产品，产品线包括并联机器人、SCARA机器人和移动机器人等。公司怎么赚钱呢？ 主要是靠两条路：一是卖工业机器人本体设备，二是卖集成机器人解决方案，帮客户搭建自动化生产线。 公司深耕轻工业场景，客户遍布消费电子、汽车新能源、医疗健康等领域，比亚迪、宁德时代、富士康等制造巨头都是它的客户。 背后的推力 33万散户倾巢而出，背后有三重推力。 第一， 港GU IPO迎来历史性高潮 。据Wind统计，2026年至今已有53家企业在港上市，融资规模超1,578亿港元，同比分别暴增152%和571%。 在53只新GU中，仅5只首日破发，破发率不足10%。更关键的是，14只新GU首日涨幅超过100%，更有1只涨幅接近384%。打新赚钱效应肉眼可见，散户资金蜂拥入场。 第二， 机器人赛道正处风口 。在AI大模型加持下，具身智能从概念走向产业，工业机器人是确定性最高的落地场景之一。 翼菲科技主打“轻工业机器人”细分赛道，凭故事就足以吸睛。按2025年收入计算，翼菲科技在中国专注于轻工业应用场景的机器人及解决方案供应商中排名第四，市场份额1.4%。 第三， 发行结构人为制造稀缺性 。无基石、无绿鞋，是18C公司的标配吗？不...

AMD EPYC Server Revenue Share Hits Record 46.2% as EPYC Gains on Intel Xeon HotHardware

Key PointsChainlink is the oracle network that secures 70% of the DeFi market.

After AMD's Blowout Earnings Report, Is This AI Stock About to Enter the $1 Trillion Club? The Motley Fool

KairosDee/iStock Editorial via Getty Images The Pentagon has halted the planned deployment of a U.S. armored brigade to Poland, signaling a faster-than-expected shift in America’s military footprint across Europe. The move is part of a broader effort to scale back forces on the continent and shift more responsibility to European allies, according to multiple press reports. The canceled deployment involved more than 4,000 troops from a cavalry division and came alongside plans to remove thousands of additional personnel from Germany. Officials say the changes reflect a wider realignment of U.S. defense priorities, with greater emphasis on other regions and a reduced long-term role in Europe. The decision surprised some military officials, particularly because the deployment was already underway. Commanders had expected a more gradual adjustment to troop levels rather than an abrupt halt. The shift underscores a strategic pivot in which European nations are expected to take on a larger share of conventional defense, while the U.S. limits its presence and reallocates resources. If fully implemented, the reductions would return troop levels in Europe to roughly where they stood before Russia’s 2022 invasion of Ukraine. Additional changes to U.S. deployments in Europe are likely, as the Pentagon continues to reshape its global posture around evolving geopolitical priorities.

Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from Nvidia CEO Jensen Huang makes it all pretty clear. A single 500-megawatt data center now requires 30,000 truckloads to build, and that figure does not include the separate power plant needed to feed it. Huang ... 30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History. Manufacturing Stocks Could Rally for Decades.

格隆汇5月14日｜网传的国宴菜单中，有冷盘、金汤龙虾、香酥牛肉、北京烤鸭、豆汤鲜蔬、香芥汁三文鱼、冰花水煎包、海螺酥、提拉米苏、水果、冰淇淋、咖啡、茶，还有长城首席酿酒师甄酿赤霞珠2009中国河北、张裕珍藏级霞多丽2016中国北京。 网传晚宴上将会由中国人民解放军军乐团演奏12首音乐，6首中国音乐和6首美国乐曲交叉演奏。中文歌曲有传统音乐《梁山伯与祝英台》，以及王菲演唱的《如愿》等。值得注意的是，最后一首《Y.M.C.A.》是特朗普竞选歌曲，他曾多次随《Y.M.C.A.》的音乐双手握拳起舞。