德国10年期国债收益率周四回落，但仍接近近期多年高位，因能源价格高企强化了通胀走高及欧洲央行加息的预期。 本周，美伊之间达成持久和平协议的预期逐渐消退，导致霍尔木兹海峡实际上禁止商船通行。 欧元区基准——德国10年期国债收益率最新下跌5个基点至3.04%；自冲突爆发以来已累计上涨逾40个基点，仍接近4月底触及的3.133%——2011年中期以来最高水平。 油价飙升再度引发对滞胀的担忧，并促使投资者计入欧洲央行加息预期。 货币市场交易员目前预计，6月11日会议加息概率近90%，且到年底前三次加息已基本完全定价。冲突爆发前，投资者原本预期欧洲央行2026年全年维持存款利率不变。 花旗集团欧洲利率策略师杰米・塞尔表示：“看来要避免6月预防性加息，时间已经不多了。” 对货币政策预期敏感的德国2年期国债收益率周四下跌5个基点至2.66%；但自2月底战事爆发以来，因投资者重定价利率预期，已累计上涨近70个基点。 市场参与者还预计，美联储今年将不再那么鸽派，因上月通胀加速超出预期。本周公布数据显示，美国4月生产者价格创下四年最大涨幅，消费者价格同比增速为三年最快。 责任编辑：江学思

Nvidia (NVDA) Stock Forecast: 10% Rally to Unlock $250 this May? Watcher Guru

Greater Manchester mayor would need to win byelection to launch leadership challenge against Starmer • UK politics live – latest updates Andy Burnham now has a route back to parliament after a Greater Manchester MP announced he would stand down, triggering a byelection, and putting Burnham in contention to become the next Labour leader. The Greater Manchester mayor has been seeking to return to parliament for months, but was blocked by Keir Starmer from running in the Gorton and Denton byelection at the start this year, to the anger of his supporters inside the party. Continue reading...

Linbury theatre, Royal Opera House, London The first UK visit for the company showcases the dancers’ elegance and versatility across three pieces of varying impact This small Oklahoman dance company, making its first visit to the UK, has been going for 70 years . For the last three decades its artistic director has been the Italian Marcello Angelini, who clearly sets standards high for his very finessed set of dancers (which includes Edward Truelove from England and a Scot, James Lachlan Murray ). That’s demonstrated especially in the opening piece of this triple bill, Classical Symphony by Yuri Possokhov, a Ukrainian choreographer now resident at San Francisco Ballet. Set to Prokofiev, Possokhov’s neoclassical dance has a bit of flex to it, a cheeky rock of the hips or other off-piste details, but always prioritises grace. For lead couple Nao Ota and Jun Masuda, it’s tricky, technical choreography, which they pull off with an absolute ease. The steps come in a long continuous flurry, but everything is neatly articulated with breezy elegance. Continue reading...

VOO is up 0.9% today, on ORCL stock price movement Quiver Quantitative

SPY is up 0.9% today, on AVGO stock price movement Quiver Quantitative

The administration first gave Nvidia the nod to sell the high-end chips to China in December, but those sales have yet to materialize, in part because of the hoops the manufacturer had to jump through.

Astera Lab's UALink 2.0 push and Scorpio switch expansion are fueling AI infrastructure growth, with deployments expected in 2027.

ALAB Benefits From Strong UALink Growth: More Upside Ahead? Yahoo Finance

ALAB Benefits From Strong UALink Growth: More Upside Ahead? TradingView

Cognex Corp. (NASDAQ:CGNX) is one of the unstoppable AI stocks to buy now. On May 5, Cognex launched the In-Sight 3900, a high-performance embedded AI vision system powered by Qualcomm Dragonwing platforms. Designed for high-speed production lines in sectors like automotive and electronics, the system performs complex inspections directly at the edge without requiring an […]

Alphabet Inc. (NASDAQ:GOOGL) is one of the unstoppable AI stocks to buy now. On May 12, Google announced the Googlebook, a new category of laptops built on an intelligence-focused system that integrates the Android tech stack with the ChromeOS browser experience. These devices are designed from the ground up for Gemini Intelligence, featuring a “Magic […]

Government social care commissioner says system relying on exhausted unpaid carers to plug gaps in support UK politics live – latest updates Millions of unpaid carers in the UK are “living an agony” while propping up an outdated, fragmented and confusing social care system, Louise Casey, the head of the government’s adult social care commission, has said. Lady Casey, who is leading an independent review of adult social care, criticised a system that “still behaves as if we are living in 1948 and not 2026” by relying on female carers to plug gaps in services. Continue reading...

Lucid Group (NASDAQ: LCID) is an electric vehicle (EV) manufacturer known for its high-performance luxury electric cars that compete with Tesla and Rivian Automotive . For long-term Lucid investors, however, it's been a rocky road with the stock down a stunning 99% from its all-time high in late 2021. Now, with shares off 44% even since the start of the year and trading near an all-time low, this may look like a bargain stock. However, before you buy, consider the following. Lucid Group has struggled since its initial public offering (IPO) nearly six years ago. The company faces high cash burn as it rolls out new models and ramps up production capacity. In the first quarter, Lucid racked up an operating loss of $989 million, up from a $691 million loss in the same quarter last year. Meanwhile, its free cash flow was negative $1.44 billion. Continue reading

Joe Raedle/Getty Images News Federal Reserve Governor Stephen Miran believes that deregulation represents a positive supply shock that could help mitigate inflationary pressures, while declining population growth will ultimately prove disinflationary despite near-term concerns about labor market tightness. In a CNBC interview, Miran reflected on his time at the central bank and outlined his economic views, emphasizing that monetary policy operates with significant lags that should inform current rate decisions. Miran argued that regulations function as “infinite taxes” on economic activity and have been underappreciated in Fed modeling. “Being told you’re not allowed to do something versus you are allowed to do something is a very, very strong difference,” he said, noting that this perspective has gained traction internally at the Fed since his arrival. On population growth, Miran took a contrarian view to some of his colleagues, arguing that declining population growth is “unambiguously disinflationary or even eventually deflationary” based on historical and cross-country evidence. He pointed to housing as a key transmission mechanism, noting that “market rents in this country have been growing at a 1% rate for the last few years” and predicting that measured inflation in shelter costs will continue converging downward. The outgoing governor defended his consistent dissents calling for rate cuts at every meeting, emphasizing that monetary policy doesn’t affect the economy for twelve to eighteen months. “For any shock that’s hitting the economy today, you can’t think about what the effect in the next few months is,” Miran explained. “You need to think about what the effect twelve to eighteen months out will be." Miran pushed back against characterizations that his dovish stance simply reflected the administration’s preferences, noting that White House officials had at times signaled they wanted rates even lower than his projections while at other times suggesting he...

Fujikura Ltd. press release ( FKURF ): FY net sales of 1,182B yen vs 979.4B yen in FY2024. More on Fujikura Ltd. Historical earnings data for Fujikura Ltd. Financial information for Fujikura Ltd.

Italian rider beats Jasper Stuyven in city centre finish Portugal’s Afonso Eulálio retains overall lead Italian Davide Ballerini won stage six of the Giro d’Italia as a crash on the cobbles took out several sprint specialists near the finish in Naples on Thursday. Ballerini (XDS Astana Team) comfortably beat Belgium’s Jasper Stuyven (Soudal Quick-Step) on the city centre finish after a flat 142km ride from Paestum. Continue reading...

Intel (NasdaqGS:INTC) has joined McLaren Racing as its Official Compute Partner. The multi-year agreement covers McLaren’s Formula One and IndyCar operations. Intel will supply Xeon and Core Ultra processors for performance-critical racing workloads. For Intel, this partnership sits at the intersection of high-performance computing and real-world testing. The company already sells processors into data centers, PCs and other connected devices, and motorsports adds a highly visible use case...

krblokhin/iStock Editorial via Getty Images Two and a half months had passed since my previous coverage of XPO, Inc. ( XPO ). And after its stubborn uptrend, the stock is below $200 again. This was in line with my view of its severe overpricing. Despite the 3% decrease, the stock remains expensive. There are market opportunities to counter the risks emerging amid intensifying inflation. Fundamentals are still sound. Yet, this still doesn't justify an upgrade. XPO Q1 2026: A Solid Start Despite Market Swings The freight and logistics industry has been on a roller coaster ride in the past five years. But recently, there have been external disruptions that amplified inflation, freight demand, production, and consumption. Yet, many players in the less-than-truckload or LTL market continue to take advantage of softer market dynamics with their strong network capacity, customer base, competitive edge, and prudent fleet management. XPO, Inc. is a perfect example. This was evident in its most recent performance. In Q1 2026, its operating revenue amounted to $2.10B , up by 7.3% YoY from $1.95B. This YoY increase was higher than in my previous coverage at only 4.8%. In fact, this was its highest YoY revenue growth in quarters, which showed its sustained growth. LTL market recovery played a big role here. You can see that shipments increased. They became lighter, but volume rose, so both shipments and pounds per day increased. The policy easing cycle during H2 2025 increased business and consumer confidence. It bolstered economic activity, which also bolstered consumption and production. LTL market undercapacity after a series of shutdowns in 2025 lowered the LTL supply and competition. This helped XPO capture more customers. It benefited from higher fuel surcharges. Lastly, I think it somehow benefited from stubborn inflation and skyrocketing oil prices. Many businesses may have been forced to do inventory restocking before the full-blast impact of higher inflation and oil pr...

Tech giants are pouring trillions into AI infrastructure, but is it actually growing the global economic pie?

Wondering whether Xiaomi at HK$31.72 is a bargain or a value trap? This article walks through what the current price really implies about the stock. Over the last week Xiaomi is up 1.9%, over the last month it is up 2.7%, yet year to date the stock is down 21.3% and over the last year it has fallen 36.7%, following a very large 3-year return of around 7x. Recent coverage has focused on how Xiaomi’s share price pullback this year contrasts with its strong 3-year run. This has left some...

周四，人工智能芯片巨头英伟达（NVDA）市值创下 5.7 万亿美元 历史新高，股价大涨超 4%，创下盘中历史最高纪录。 这家半导体巨头将于下周发布财报，受此预期推动，英伟达股价与科技板块（XLK）同步走强。 今年以来，英伟达股价已累计上涨超 26%，过去 12 个月涨幅达 70%。 责任编辑：郭明煜

Up over 700% in 12 months, how much higher can Micron Technology's stock go? MSN

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Earnings Call Insights: Sunrise Realty Trust (SUNS) Q1 2026 Management View "For the quarter ended March 31, 2026, SUNS generated distributable earnings of $0.35 per share of common stock, which covered our dividend of $0.30 per share," said (Founder & Executive Chairman Leonard Tannenbaum), adding that results were "positively impacted by a short-term loan on a Colorado property, new deal closings and the payoff of a loan to a multifamily property in Dallas." (Founder & Executive Chairman Tannenbaum) detailed the REO update: "During the quarter, we completed the foreclosure of our loan secured by Thompson San Antonio, a 162-key Class A hotel in Texas." He said, "We believe we are now better positioned to evaluate value maximizing alternatives" and that "the first round of bidding recently concluded" with "multiple attractive offers" while "the process" is expected "to continue over the upcoming quarters." On funding capacity, (Founder & Executive Chairman Tannenbaum) said, "In March, we completed the expansion of our senior secured revolving facility to $165 million with the addition of Customers Bank, which committed an additional $25 million to our facility." (Partner, CEO & Director Brian Sedrish) described SUNS’ positioning in lending: "We continue to see a meaningful divide between acquisitions and refinancings" and said acquisitions "where the cost basis has been reset to today's market are generally where the underwriting works most cleanly and where we have been most active." He also said SUNS focuses on transitional deals, noting, "That is not where we play" regarding tightened spreads in stabilized multifamily and industrial. (CFO & Treasurer Brandon Hetzel) reported, "For the quarter ended March 31, 2026, we generated net interest income of $7.3 million and distributable earnings of $4.7 million or $0.35 per basic weighted average common share and had GAAP net income of $4.3 million or $0.32 per basic weighted average common share," and specified one-tim...

OKLO260522C00067000 互動股市圖表 | OKLO May 2026 67.000 call 股市 Yahoo 財經

Earnings Call Insights: Innovative Aerosystems (ISSC) Q2 fiscal 2026 Management View "Our positive business momentum carried into the second quarter as we reported another strong result highlighted by significant organic growth in our commercial aerospace and business aviation markets, continued strength in bookings, strong margin realization and efficient free cash flow conversion." (President, CEO & Director Shahram Askarpour) "We were able to deliver second quarter modest organic growth, driven by growth of approximately 50% in our commercial and business aviation markets" and management cited "a $7 million year-over-year decline in F-16 revenues" tied to the Exton transition and approvals. (President, CEO & Director Shahram Askarpour) "We continue to make important progress under our IA Next long-term value creation strategy during the second quarter, highlighted by 3 new acquisitions during the quarter" that management said are "projected to contribute $10 million in annual revenue with a blended gross margin profile of approximately 50%, putting us another step closer to delivering on our $250 million annual revenue target." (President, CEO & Director Shahram Askarpour) "We generated net revenues of $22.4 million in the second quarter" and "product sales were $14.3 million" while "service revenues was $8.1 million." (Chief Financial Officer Jeffrey DiGiovanni) Outlook "As previously disclosed, we continue to expect organic revenue growth to be essentially flat year-over-year given the pull-forward of revenue from 2026 into 2025 related to the F-16 production and service revenue." (Chief Financial Officer DiGiovanni) "We expect third quarter revenues to be in the range of $24 million to $26 million." (Chief Financial Officer DiGiovanni) On the F-16 cadence, management said, "on average, we think every quarter, the F-16 is going to be somewhere between $3 million to $5 million a quarter going forward." (President, CEO & Director Askarpour) Financial Results "Gro...

Key PointsInvestors are questioning how much organic growth is left for this enterprise software business.

Will AI disrupt this software stock, or will it provide a major tailwind?

Earnings Call Insights: Pelagos Insurance Capital (PLGO) Q1 2026 Management View “We achieved a combined ratio of 86.6%, generated annualized operating ROAE of 15.2% and grew book value per diluted share to $26.22, including dividends, an increase of 7.2% in the quarter.” (Group CEO & Executive Director Daniel Burrows) “We grew gross premiums written by 7%, driven by our new underwriting partners.” (Group CEO & Executive Director Burrows) “We repurchased $219 million of shares in the quarter. This includes $163 million bought through a privately negotiated transaction to repurchase all the remaining shares of 1 of our original PE sponsors, CVC.” (Group CEO & Executive Director Burrows) “Following the strategic transaction, approximately 65% of our shares are now in the public fleet. At current market valuation, we do not anticipate any further secondary follow-on offerings with our remaining original and long-term PE sponsors in the near term.” (Group CEO & Executive Director Burrows) “Pelagos Insurance Capital delivered operating net income of $88 million or $0.94 per diluted common share in the first quarter resulting in an annualized operating return on average equity of 15.2%.” (Group CFO, Bermuda CEO & Executive Director Allan Decleir) “Our net investment income was $44 million, consistent with the fourth quarter of 2025.” (Group CFO, Bermuda CEO & Executive Director Decleir) “We have a strong pipeline of potential partners... and we continue to expect top line growth of mid-single digits across the entire portfolio.” (Group Managing Director Jonathan Strickle) Outlook “Looking into the second quarter, we expect net earned premiums to be similar to the first quarter in our Insurance segment and $65 million to $75 million in our Reinsurance segment.” (Group CFO, Bermuda CEO & Executive Director Decleir) “We’re still comfortable with our mid-40s pick” on the full-year loss ratio ex-prior-year-development. (Group Managing Director Strickle) “I think it obviously s...