Taiwan Semi Raises Chip Market Outlook TradingView

Mariia Vitkovska/iStock via Getty Images Last week’s earnings report for Jumia Technologies AG ( JMIA ) came at a time when the stock was struggling to recover from a poor reaction to Q4 earnings. The stock is down 38% year-to-date while the U.S. stock indices race from one all-time high to another. Yet Jumia’s execution has at least as much momentum as it did when the stock was challenging its 2024 high. CEO Francis Dufay declared in the company’s Q1 earnings conference call that “our momentum towards profitability is continuing and, in several important ways, accelerating.” Thus, hours after the company reported results on May 7, 2026, I went into my quarterly post-earnings interview with Dufay mainly focused on clarifying the finer points of the earnings report and presentation. I also wanted to understand how the company was able to deliver such a strong Q1 performance despite the disruptions in the global economy from the war against Iran. These dislocations represent a new risk landscape for the company and for investors. Performance And Guidance Amid Uncertainty Jumia hit the top end of its guidance for Q1 GMV growth of 27% to 32% , an impressive achievement since the quarter’s results included the month of March, when the war against Iran first disrupted the global economy. This growth was driven by strong performance across the business, including the following achievements listed in the Q4 earnings presentation (adjusted as needed for perimeter effects): Gross profit margin expanded by 160 basis points to 13.9% of GMV (driven by improved marketplace monetization). Quarterly cash burn decreased to $15.3M versus $23.2M in Q1 2025 (the liquidity position is now $62.6M). Adjusted EBITDA loss declined to $10.7M versus $15.7M in Q1 2025. Physical goods orders grew 31% year-over-year, and quarterly active customers grew 25% year-over-year. Repeat behavior improved from 45% of new customers in Q4 2024 making a repeat purchase within 90 days to 47% in Q4 2025 (ther...

Australia holds off on gas export curbs after supply assurances Reuters

AMD (NasdaqGS:AMD) is reportedly close to signing an agreement with Samsung for 2nm chip production. The move would expand AMD's access to advanced semiconductor manufacturing capacity beyond its current reliance on TSMC. The potential deal is expected to support future cutting edge product lines and diversify AMD's supply chain. AMD operates across CPUs, GPUs, data center products, and custom chips, putting it at the center of high performance and AI computing demand. As chip complexity...

AMD Samsung 2nm Talks Highlight Supply Chain Flexibility And AI Ambitions Yahoo Finance Singapore

Amazon is bringing its compact Whole Foods format to more major cities as it targets urban shoppers.

日本汽車生產商本田汽車上市近七十年來，業績首次「見紅」。 截至三月底止全年度收入21.7萬億日圓，按年增長不足百分之1。經營虧損4,143億日圓，對上年度有經營溢利1.21萬億日圓。業績差主要由於電動車相關業務錄得資產減值虧損1.45萬億日圓。 集團表示，將取消在美國銷售三款電動車的計劃，與索尼合資銷售電動車的計劃亦取消。在加拿大生產電動車、電池和材料的項目會無限期凍結。 本田去年度全球汽車銷量減少百分之8.8，至338萬輛。預測本年度銷量339萬輛，料在北美市場的增長可抵銷在中國市場下跌的影響。

SNDK260515C02100000 互動股市圖表 | SNDK May 2026 2100.000 call 股市 Yahoo 財經

Why Did NVDA, POET, MRVL Stocks Hit 52-Week Highs Today? Stocktwits

Getty Images Investment Action I had a buy rating for Cinemark ( CNK ) in July last year, as I thought the business was going to ride on a recovery tailwind given the ramp-up in film supply. My current view remains a buy because Q1 2026 showed the thesis starting to work in reported numbers. Revenue growth was strong, US attendance improved, and adj. EBITDA grew much faster than revenue. More importantly, CNK is not only relying on Hollywood releasing more films. Premium formats, alternative content, Movie Club, and a stronger balance sheet give it more ways to monetize the recovery. Earnings Update CNK reported a strong Q1 2026 performance. Total revenue grew 18.9% y/y, coming in at ~$643 million, of which admissions revenue saw ~$311 million, concession revenue saw ~$255 million, and other revenue saw ~$77 million. Underlying this, attendance improved to 39 million patrons vs. 36.6 million last year. Worldwide average ticket price also stepped up to $7.98 vs. $7.22, while concession revenue per patron increased to $6.54 from $5.75. By region, the US business drove most of the growth. US revenue came in at $514.7 million, supported by higher admissions revenue, higher concession revenue, and stronger attendance. For attendance, the US saw 24.1 million, up from 20.6 million. Average ticket price also increased to $10.53 from $10.08, and concession revenue per patron increased to $8.58 from $7.98. Outside the US, International was more mixed. Revenue was still up to $128.4 million vs. $123.6 million, but attendance declined to 14.9 million from 16 million. That said, the average ticket price did go up to $3.87 from $3.53, and concession revenue per patron increased to $3.25 from $2.88. In other words, international revenue grew because pricing and concessions improved, but the attendance trend was weaker than in the U.S. Nonetheless, the solid top line did drive profits up sharply. Adj. EBITDA more than doubled from ~$36 million to ~$88 million, and adj. EBITDA margi...

Day one of the summit in Beijing between President Xi Jinping and US President Donald Trump opened with a welcome ceremony befitting the importance of the event, and ended with a significant agreement on the future of the China-US relationship. Most importantly, the two sides have agreed to establish a new strategic framework of “constructive strategic stability”. This hopefully will define the bilateral relationship for the rest of Trump’s term. It is not simply the definition of a relationship...

watch now VIDEO 2:17 02:17 The big gating factor for advanced generative intelligence in our country is power, says Jim Cramer Mad Money with Jim Cramer CNBC's Jim Cramer said Nvidia should be allowed to sell artificial intelligence chips into China, arguing the U.S. would be better served by keeping Chinese companies reliant on American technology rather than forcing them to develop competing products. "You force them to build their own chips, they will catch up and with seemingly unlimited electricity, they will surpass us," the " Mad Money " host said Thursday, as Nvidia CEO Jensen Huang was in China alongside President Donald Trump for high-stakes diplomatic summit. Nvidia's ability to sell advanced AI chips into China has been constrained for years following export restrictions introduced during the Biden administration on national security grounds. Investors have increasingly focused on whether Nvidia will be able to restart meaningful sales into the world's second-largest economy, especially after the company signaled earlier this year that approvals remained uncertain. "While small amounts of H200 products for China-based customers were approved by the U.S. government, we have yet to generate any revenue and we do not know whether any imports will be allowed into China," Nvidia CFO Colette Kress said during the company's February earnings call. In March, however, CEO Jensen Huang struck a more optimistic tone, telling reporters at Nvidia's GTC conference that the company had received purchase orders and was restarting manufacturing . "We have received purchase orders, and we're in the process of restarting our manufacturing," Huang said. "It's different than it was two weeks ago or three weeks ago, but that's our condition today ... and our supply chain is getting fired up." With Nvidia set to report earnings on Wednesday, investors are eager to see whether the company has any updates on its China business, particularly in light of Huang's participation in T...

Ralph Baric And UNC's Biodefense Contract Racket Exposed Authored by Paul D. Thacker via The DisInformation Chronicle , “DLA Piper wants to get you,” I was told, from a source in DC over the weekend. “Well, what can they do to me?” I asked. “They can’t really do anything,” she said. “But they are pissed off.” Well, they should be. DLA Piper is one of the largest law firms on the planet, with over 90 offices scattered across more than 40 countries. A week back, I took a shot at one of DLA Piper’s top lobbyists, former Republican North Carolina Senator Richard Burr, and one of DLA Piper’s major clients, the University of North Carolina (UNC). As I reported last month for RealClearInvestigations , The National Institutes of Health removed UNC virologist, Ralph Baric, from all his NIH grants. And UNC put Baric on administrative leave. This all took place last year, but remained hidden until I exposed it all in a sprawling investigation that delved into Baric’s career , his past lobbying efforts of the federal government to keep taxpayer money pouring into his UNC lab, and Baric’s manipulations of public opinion to shut down speculation that the pandemic started because of the dangerous virus research that he pioneered in collaboration with Shi Zhengli at the Wuhan Institute of Virology. That’s right. Baric’s main collaborators to create experimental pandemic viruses were virologists working in the same city where the COVID pandemic started in 2019. Neither Baric nor UNC would respond to my repeated inquiries. However, when a reporter sent them questions about my article, UNC said that they couldn’t discuss Baric “citing the university’s policy on personnel matters.” Another reporter who sent UNC questions, received this reply : “Thanks for reaching out. Under the North Carolina State Human Resources Act, the University of North Carolina does not comment on personnel matters.” But the pressure became overwhelming and the dam finally burst on Tuesday, when UNC administrat...

格隆汇5月15日｜秘鲁央行维持参考利率在4.25%不变。

人工智能浪潮席卷全球，算力正成为至关重要的基础生产力。算力的尽头是电力。为了走出一条绿色、集约、可持续的算力发展之路，我国的算力基建企业另辟蹊径，把算力中心建在了海里。 把算力中心建在海里有哪些优势？建设过程中又突破了哪些难题？我们跟着记者一起出海，一探究竟。 在上海临港小洋山以东东海海域，一座高出海平面20多米的海上平台格外醒目。这里是全球首个投入运行的海风直连海底数据中心，总投资16亿元，整体规划24兆瓦，一期示范项目装机规模2.3兆瓦，总重1950吨，相当于1300辆家用轿车的重量。 海底数据中心位于10米水深的海域，设置有4层机柜层，每层的面积在160平方米左右。 海底数据中心机房内部设192个机柜，每个机柜功率约12千瓦。数千台服务器在深海中不间断运转，支撑着日常网络、AI应用的算力需求。 把数据中心“沉”进海里，是破解陆上数据中心“高耗电、高耗水、高占地”难题的创新尝试。传统数据中心约40%电量用于降温，而这片海域海水年均温度仅15℃，成为天然散热器。 项目负责人陈希怡测算过，这座2.3兆瓦的海底数据中心，如果按照传统方式，利用淡水来进行散热，一年淡水消耗量达4万吨，相当于一个普通家庭约100年的用量。 项目采用无动力冷媒循环技术，以海水为冷源带走服务器热量，实现淡水零消耗。 衡量一个数据中心能耗核心指标叫PUE（用电效率），这个数值越接近1就代表能源利用效率越高。一座建在陆地上的数据中心，PUE通常在1.4到1.6之间，这座海底数据中心，PUE能达到1.15以下。 距离这个海底数据中心500米处，50多座风机巍然矗立。这座200兆瓦海上风电场，年发电量超过5亿千瓦时。这里源源不断的绿电，成为海底数据中心的能源来源。 国际能源署发布的报告预测，到2030年，全球数据中心的电力需求预计将增长一倍以上，人工智能将成为推动用电激增的最主要动力。 这里通过光电复合电缆直接接入海底数据中心，绿电直接供给率超95%，全规模运行后每年可省电6100万度，减少的二氧化碳相当于160万棵树一年的吸收量。 同时节省陆地资源超90%，2.3兆瓦规模仅需200平方米土地，远低于陆上2000平方米的需求。 我们看到的只是这座海底数据中心唯一露出水面的部分，而在它的下方，是一套复杂的钢结构系统。 上海临港海域风浪强劲、泥沙含量高，海况条件复杂，建设团队首创“海底数据中心新型结构”，...

【有線新聞】根據政府最新公布2027年公眾假期安排，明年總共擁有17天的公眾假期，隱藏多個極具策略性「請假機會」，適合打工仔拎短假「快閃」或者長假遠遊。 2027公眾假期｜農曆新年「請3放9」 明年首個大型請假「黃金期」落在農曆新年。由於2027年的年初二適逢星期日，政府將年初四訂為補假，使得原本法定假期一直延伸到星期二。打工仔只需在隨後的星期三至星期五請假3天，就能夠順利連接前後兩個週末，打造出一個長達9天的長假。 公眾假期：2月6日、2月8日至9日 請假日：2月10日至12日（請3日） 連放日期：2月6日至2月14日（共9日） 2027公眾假期｜復活節及清明節「請4放11」 接著在春季迎來全年「終極長假」，今年同樣也是耶穌受難節、復活節以及清明節在日程上高度緊接，只要大膽在三月底至四初期間請假4天，就能將橫跨兩週的公眾假期打通，實現請4天放11天的長途外遊計劃。 公眾假期：3月26日至29日、4月5日 請假日：3月30日至4月2日（請 4 日） 連放日期：3月26日至4月5日（共11日） 2027公眾假期｜4日「快閃」短假 進入2027年中旬，則有多個非常適合「快閃旅行」的短假。佛誕、香港特別行政區成立紀念日以及中秋節翌日都不約而同地落在星期四，打三仔只需要在翌日星期五消耗1天年假，就能瞬間與週末相連，組合成一個4天3夜的短途海島遊或亞洲城市快閃之旅。 5月佛誕：5月13日，請 5月14日（五），連放4日（5月13日至16日） 7月七一：7月1日，請7月2日（五），連放4日（7月1日至4日） 9月中秋：9月16日為中秋節翌日，請9月17日（五），連放4日（9月16日至19日） 2027公眾假期｜十一及重陽節「請4放10」 到了下半年，秋季的國慶日與重陽節也剛好都落在星期五，意味著在兩週之間的星期一至星期四請假4天，就能串聯出一個整整10天的黃金假期。 公眾假期：10月1日、10月8日 請假日：10月4日至10月7日（請4日） 連放日期：10月1日至10月10日（共10日） 2027公眾假期｜聖誕節及元旦「請4放9」 全年壓軸好戲照例是聖誕節與元旦。2027年的聖誕節翌日恰逢星期日，因此星期一與星期二均獲得補假，打工仔此時只需在年底的最後三天請假，就能一路從聖誕夜狂歡到2028年的元旦，以完美跨年長假為2027年畫上句號。 公眾假期：12月25日、12月27日 請...

Key PointsSold 247,864 GLBE shares; estimated trade size $8.72 million (based on quarterly average price).

RUTW260511C02845000 互動股市圖表 | I:RUT May 2026 Weekly 2845.000 股市 Yahoo 財經

向地球深处进军，向科技高峰攀登。我国在 超深层页岩气、高效储氢、战略性矿产找矿 三大领域取得重大突破。 我国页岩气向超深层跨越 13日，中国石化四川资阳东峰页岩气田通过自然资源部专家组审定，探明地质储量2356.87亿立方米。标志着我国超深层千亿方级页岩气田诞生， 成功将页岩气勘探开发推进至埋深超4500米的超深层新领域， 实现了我国页岩气从深层向超深层的跨越。 此次发现的气藏属于寒武系筇竹寺组页岩层系，形成于5.4亿年前，是目前全球已实现规模发现的最古老页岩层系。这里不仅难钻地层厚，还面临着高温高压的极端地下环境，工程挑战极大，其勘探开发是公认的世界级难题。 中国科研团队破解储氢难题 记者从中国科学院大连化学物理研究所获悉，该所陈萍研究员团队， 近期成功研发了以氢气和金属为电极的气-固氢负离子原型电池（简称“气固电池”）， 通过“氢电共储”模式，为常温常压高效储氢提供了原型验证。相关成果5月13日在国际学术期刊《焦耳》发表。 该研究成果摆脱了传统储氢需高压或深冷等极端条件， 为困扰氢能利用半个多世纪的储氢难题提供全新技术路线， 有望推动新型储氢技术落地，助力氢能产业高质量发展。 战略性矿产成果“上新” 自然资源部13日发布我国战略性矿产最新找矿成果， 西藏罗布莎矿区新增铬铁矿资源量73.83万吨 ，实现矿山深边部找矿突破，为完成我国“十四五”矿产资源目标提供重要支撑。找矿团队还在西藏东巧地区首次发现全球第四种铬铁矿找矿新类型，新增伴生铬铁矿矿石量114.63万吨，拓展了我国铬铁矿找矿的思路与空间。 中国地质调查局发展研究中心（自然资源部矿产勘查技术指导中心）副主任庞振山表示，我国是全球铬铁矿用量最大的国家之一，而铬铁矿又是一种我国极端紧缺的矿产，找矿难度极大，种种因素让它成为我国非常重要的一种战略性矿产资源。 每一次突破 都在夯实我国能源安全根基 家底更厚、动力更足 中国经济“能源引擎” 迸发出更强劲的动力

Earnings Call Insights: Co-Diagnostics (CODX) Q1 2026 Management View "This continues to be an active and important period for our business as we execute on the opportunities ahead and remain focused on positioning the company for its next phase of growth," said (Chairman, CEO & President Dwight Egan), highlighting priorities including "advancing our clinical and commercialization pipeline," India via CoSara, Saudi Arabia via CoMira, and "enhancing our platform through connectivity, automation and AI-driven capabilities." On the U.S. upper respiratory multiplex program, (Chairman, CEO & President Dwight Egan) said, "We have now completed enrollment in the clinical study, with more than 1,400 patients enrolled," and added, "Based on current epidemiological conditions, COVID prevalence was lower than expected," leading to "an initial submission focused on Flu A, Flu B and RSV" while retaining flexibility to add COVID later. On India, (Chairman, CEO & President Dwight Egan) said, "CoSara has a nationwide commercial presence, has served hundreds of laboratory customers and has 15 clinical laboratory PCR tests cleared by the CDSCO," and added, "CoSara has also now received a CDSCO license to manufacture the PCR Pro instrument." He also stated, "We have expanded CoSara's commercial and distribution territory across South Asia, increasing our total addressable market to approximately $13 billion." On potential strategic alternatives for CoSara, (Chairman, CEO & President Egan) said, "We continue to evaluate the strategic alternatives, including a potential SPAC transaction," while cautioning, "No transaction has been agreed to, and there can be no assurance that any transaction will result from these discussions." CFO (CFO & Company Secretary Brian Brown) summarized the quarter’s financial profile and funding needs: "For the first quarter of 2026, total revenue was $146,000," "net loss for the quarter was $9.1 million or $4.06 per fully diluted share," "we ended the quarte...

Earnings Call Insights: Aqua Metals (AQMS) Q1 2026 Management View "The first quarter of 2026 was an important quarter for Aqua Metals as we continued advancing a commercialization pathway for our AquaRefining platform while also broadening the strategic scope of the business across both critical minerals and energy storage markets." (CEO, President & Director Stephen Cotton) "We are now evaluating a short list of U.S. locations with a focus on feedstock access, logistics, strategic relationships and long-term operating economics." (CEO, President & Director Cotton) "At our innovation center, we have now surpassed 5,000 cumulative operating hours across extended multi-feedstock campaigns" and "successfully produced battery-grade lithium carbonate from multiple recycled feedstocks, including both NMC... and LFP... with independent validation confirming industry-grade specifications." (CEO, President & Director Cotton) "We also achieved manganese sulfate production purity of approximately 99.8%" and "continued advancing our iron phosphate recovery work from LFP materials." (CEO, President & Director Cotton) "Following detailed diligence, we have determined not to proceed with the acquisition under the structure contemplated in the previously announced non-binding term sheet." (CEO, President & Director Cotton) "For the first quarter of 2026, we reported a net loss of approximately $4 million or $1.22 per basic and diluted share" and "we ended the quarter with approximately $6.8 million in cash and cash equivalents and working capital of approximately $7.5 million." (Chief Financial Officer Eric West) Outlook "Looking ahead through the balance of 2026, our priorities remain clear. Advancing site selection, continuing engineering and technical validation, expanding commercial engagement and evaluating strategic opportunities that can accelerate long-term value creation." (CEO, President & Director Stephen Cotton) "At this stage, our focus is less about proving the core ...

财联社5月15日讯，今日无新股申购；有2只新股上市，分别为深交所的维通利，北交所的锐翔智能。 今日上市新股 维通利是国内电连接领域领军企业， 公司主要从事电连接产品的研发、生产和销售，收入主要来源于硬连接、柔性连接、触头组件、叠层母排和CCS等电连接产品及同步分解器等各类产品。公司与西门子、施耐德等下游头部客户深度合作，成为行业内的主要供应商。 公司2023-2025年营业收入分别为16.99亿元、23.90亿元、31.26亿元；净利润分别为1.866亿元、2.710亿元、3.012亿元。 锐翔智能是一家专业从事智能制造装备的研发设计、生产、销售的高新技术企业， 主要产品及服务包括智能制造装备、设备配件及技术服务，主要应用于消费电子、新能源汽车等行业的智能制造领域。 公司已成为东山精密、住友电工、景旺电子、立讯精密、鹏鼎控股等知名企业的合格供应商。公司产品间接服务于苹果、华为等全球消费电子龙头，以及特斯拉、比亚迪、宁德时代等新能源汽车领域领军企业。 公司2023年-2025年营业收入分别为4.101亿元、5.455亿元、5.977亿元；净利润分别为9325万元、1.205亿元、1.307亿元。公司预计2026年1-3月实现营业收入的区间为1.8亿元-1.95亿元，同比增长8.16%-17.17%，净利润的区间为3950万元-4,250万元，同比增长1.45%-9.16%。

Here's why I'd sell Nebius stock and buy Astera Labs instead MSN

Earnings Call Insights: authID Inc. (AUID) Q1 2026 Management View CEO Rhoniel Daguro framed Q1 as a turning point, saying, "Q1 2026 represents an inflection point for authID," and tied the quarter to simultaneous actions across financing, cost structure, technology releases, and enterprise pipeline conversion. Daguro said the company "secured $4.2 million in Bridge Loan Financing" in late April 2026 to continue working through long enterprise procurement cycles and "work on converting its pipeline into contracted revenue," while also noting, "our financial advisers continue to actively evaluate a broader range of strategic opportunities, including capital markets initiatives, partnership structures and other alternatives aimed at enhancing shareholder value and supporting long-term growth." Daguro said, "Starting in Q2 2026, the company made a targeted reduction in operating expenses, yielding approximately $3.5 million in annualized savings," adding that the change was intended to "concentrate resources on the highest value activities" while preserving capacity via "AI automation tools." Daguro positioned a new product release as a key commercial catalyst: "Last month, we launched the industry's first quantum resistant biometric authentication platform," and said authID is "already in discussion with one of the world's largest banks regarding testing and deployment of this capability," adding, "a single production win could represent transformative revenue to authID." Daguro also highlighted expansion into biometrically secured digital IDs and verifiable credentials, stating, "We have added support for biometrically secured digital IDs, including mobile drivers licenses," and that verifiable credentials enable onboarding "in just 2 clicks" versus "15 clicks" for comparable processes. CFO Ed Sellitto summarized Q1 performance and near-term operating focus, stating, "Looking at our GAAP results, total revenue for Q1 was approximately $480,000," and, "Going forward, ...

Earnings Call Insights: Nortech Systems Incorporated (NSYS) Q1 2026 Management view "The first quarter is our fourth consecutive quarter of positive operating and EBITDA results, reflecting the positive execution of our strategic restructuring initiatives in late 2024 and early 2025," said "President, CEO & Director Jay Miller," adding that this "contributed to a $1.7 million improvement in income from operations in the first quarter of 2026 as compared with the same quarter in 2025." "President, CEO & Director Miller" tied performance to operational execution, saying the company is seeing "positive trends in several operating performance indicators, including gross margins, cost management, quality and customer backlog," and attributing manufacturing improvement to transfers into "more geographically desirable plants" alongside a "continued positive mix shift from new product introduction first builds to recurring production." "President, CEO & Director Miller" highlighted order visibility and lead-time compression, stating, "We increased our backlog as of May 31, 2026 to $90.8 million," and describing just-in-time programs that have "produced the delivery time in many -- of many items from over 100 days to 20 days or less." "President, CEO & Director Miller" emphasized capital structure changes and nearshoring positioning: "We entered into new agreements with Associated Bank for a $2.2 million term note and a $15 million asset-backed line of credit," and said the arrangement "will lower our borrowing costs and provides a 3-year arrangement to support our business growth." "CFO & SVP of Finance Andrew LaFrence" said operating execution is translating into results: "our execution and longer-term strategy are gaining traction as we move through 2026," while reiterating that quarterly performance can be influenced by "the timing of customer shipments, production schedules and working capital movements." Outlook "President, CEO & Director Miller" did not provide formal...

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【有線新聞】美國總統特朗普結束訪華行程，啟程回國。 特朗普的車隊下午約2時20分抵達北京首都國際機場。特朗普下車後踏上紅地毯，在外長王毅、儀仗隊及數百個揮舞國旗的青年列隊歡送下，向在場人士揮手後，登上空軍一號專機，結束歷時三日的國事訪問，啟程返回華盛頓。

据报道，美国商务部已批准阿里巴巴、腾讯、字节跳动、京东等约10家中国企业采购英伟达H200人工智能芯片，联想集团与富士康作为分销商及服务器相关企业也被纳入获批名单。记者注意到，目前，联想方面已向外界证实“是获批在华销售H200的几家公司之一”。（中国经营报）

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