Key PointsBienville Capital sold 945,332 shares of GitLab, with an estimated transaction value of $27.61 million based on quarterly average price.

Artist owner of iconic stilt-mounted 1980s Ball-Eastaway House near Sydney prepares to pass on custodianship The house teaches you things, Lynne Eastaway says. Today, a choir of cicadas fill the scrub with a rhythm that rises and falls. On other days, there may be visits from birds, goannas, echidnas, wombats, wallabies and kangaroos. “The bush ends, and the house begins,” she says. “You’re not the centre; you’re just part of it. That’s the thing you learn. Continue reading...

OpenAI CRO Denise Dresser said that the company's enterprise business - which makes up 40% of its total revenue - has "incredible momentum" and was expected to reach 50% by the end of the year. Dresser made the comments in an exclusive interview with BTV's Tom Mackenzie on Thursday. (Source: Bloomberg)

美國總統特朗普今日繼續訪華行程，預計在早上十一時離開入住的北京亮馬橋四季酒店，前往中南海，與國家主席習近平舉行雙邊茶話會，以及工作午宴。 亮馬橋四季酒店周邊路段現時加強保安，部署大量警力。有民眾路邊等候特朗普車隊離開酒店一刻。

The Caixin Must-Read newsletter brings you the best of our coverage from the past week. If you find it valuable, please share it and invite others to subscribe . Get group discounts with a tailored institutional Caixin subscription. Enjoy unlimited access to Caixin’s news website and app, plus premium benefits like event invites, custom services and dedicated support. # Cover Story # Cover Story: How AI Is Mining Worker Data to Reshape the Labor Market

The Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) has always been one of the most well-constructed dividend exchange-traded funds (ETFs) in the industry. Its screening process, which considers balance sheet fundamentals, dividend history, and yield, offers one of the most comprehensive strategies designed to identify the "best of the best" dividend stocks. From its inception in late 2011 through 2022, the fund put up a stellar track record. But the dominance of megacap tech stocks from 2023 to 2025 put dividend stocks firmly out of favor, and its performance suffered. Thanks to a broadening of market gains, 2026 has marked the return of the Schwab U.S. Dividend Equity ETF as a leader within the dividend ETF category. The long-term investment case for this fund is fairly straightforward, but it's not always that simple. The focus on income, quality, and value disciplines is attractive. Whether or not investors should buy it right now, however, depends on where the economy is headed and whether the trend toward artificial intelligence (AI) stocks is here to stay. Continue reading

The market was pretty down on Nvidia (NASDAQ: NVDA) earlier this year, and it dipped back below the $5 trillion market-cap threshold. Smart investors saw the opportunity in March, and Nvidia is back to hitting new highs. It's up 18% year to date, trouncing the S&P 500 , and it has a record $5.36 trillion value. Is it too late to buy? Nvidia was hardly a household name over its many decades of operation, mostly selling graphics processing units (GPUs) to power gaming. But it was well positioned to drive artificial intelligence (AI) development when the generative kind took off a few years ago. And having honed its technology to create and refine the GPU, it has become arguably the most important piece of AI development. Continue reading

据俄外交部网站发布的消息，俄罗斯外交部发言人扎哈罗娃14日表示，日本若有意与俄罗斯重启对话，理应先重新审视自身对俄制裁政策。 扎哈罗娃说，日本出于所谓“与西方保持团结”，自2022年2月起对俄罗斯实施制裁政策并延续至今。日方必须率先采取行动重新审视这一政策，俄方已通过外交及其他渠道多次向日方表明这一立场。 扎哈罗娃表示，倘若日本政府真心希望维护在俄日企的利益，就必须营造正常、有利于企业经营发展的政治环境。 因日本政府2022年以乌克兰问题为由对俄方实施制裁，围绕俄日和平条约的谈判已终止。因在南千岛群岛（日本称北方四岛）的归属问题上存在争议，俄日在二战结束后至今未缔结和平条约。(新华社)

MSCI亚太指数下跌1%至269.29点。

恒瑞医药：薪酬与考核委员会实施细则（2026年4月修订） Moomoo

CSCO, NVDA, AMZN, CAT, AAPL, UNH: The 6 Stocks Behind Dow's 50,000 Return Stocktwits

据同花顺iFinD数据，沪深京三市成交额超1万亿元，较上日此时缩量1353亿元，预计全天成交金额约3.1万亿元。截至目前，沪市成交额4433亿元，深市成交额5501亿元，北证50成交额81亿元。

US President Donald Trump (R) shakes hands with China's President Xi Jinping at the Great Hall of the People in Beijing on May 14, 2026. Kenny Holston | Afp | Getty Images U.S. President Donald Trump said China has agreed to buy American oil, in a pre-recorded interview with Fox News that aired Thursday evening stateside, as the two nations push for concrete trade and business wins at their ongoing bilateral summit. "They've agreed they want to buy oil from the United States, they're going to go to Texas, we're going to start sending Chinese ships to Texas and to Louisiana and to Alaska," Trump said in the interview that was conducted after his meeting with Chinese President Xi Jinping in Beijing on Thursday. Trump and Xi are scheduled to meet Friday to close out a two-day summit that has featured pageantry as well as dealmaking including market access for U.S. businesses and purchases of American goods. Beijing also made a pointed warning that mishandling the Taiwan issue could push bilateral ties into a tailspin. Trump's visit marks the first time a sitting U.S. president has traveled to China in nearly nine years. The two leaders are expected to share tea and a working lunch before the U.S. officials depart for Washington. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

China’s leader raised the ancient Greek historian Thucydides when he met the US president in Beijing Trump-Xi China summit – follow live A messy war in the Middle East. Tensions in Taiwan. When the leaders of the world’s two superpowers met in Beijing this week, these were the flashpoints everyone expected they would talk about. Instead, Chinese leader Xi Jinping threw another, ancient war, into the mix. Continue reading...

Value investors don't have to be left out of the AI Revolution. These companies have cheap valuations.

India’s state-run oil refiners raised gasoline and diesel prices for the first time in four years to limit their growing losses and tame domestic demand, as global crude prices remain high due to the Middle East conflict. Both diesel and gasoline prices rose by over 3%, according to spokesmen at the refiners. While diesel will now cost 90.67 rupees a liter, gasoline will be priced at 97.77 rupees a liter in New Delhi. Prices are now the highest since May 2022. The increase in rates is lower than what Indian Oil Corp. , Bharat Petroleum Corp. , Hindustan Petroleum Corp. , which were losing 10 billion rupees daily on fuel sales, were expecting. Diesel accounts for about 40% of India’s total fuel sales, while gasoline’s share is more than 17%. Retail rates vary from state to state due to the local value added tax. Read More: India Inflation Rises Less Than Expected Even as Risks Grow New Delhi had previously prioritized shielding consumers from a historic oil shock, which squeezed refiners’ margins and stretched balance sheets. The latest move signals a gradual shift toward restoring pricing discipline as fiscal and market pressures intensify. Higher pump prices could add to inflation. With oil above $100 a barrel, import costs have already put pressure on the country’s balance of payments, which economists say may stay in deficit for a third straight year. Read More: India State Refiners Eye Modest Fuel Price Hike as Losses Mount The move follows a cut in fuel taxes in March that gave refiners some relief, but fell short of offsetting losses. Integrated refiners need world prices closer to $80–$85 a barrel to break even, according to Macquarie Research. State refiners account for 90% of the country’s fuel stations. The market had been anticipating a hike in fuel prices after the conclusion of regional elections on April 29, stoking panic buying that led to fuel outlets in some states running dry. The action may now help tame the spike in demand. On Sunday, Prime Minis...

半导体板块短线下挫，天岳先进跌超7%，长光华芯、源杰科技跌超6%，普冉股份、海光信息、华虹公司跌超5%。

日经225指数跌幅扩大至1%，现报61969.96点。

上期所沪银主力合约大跌8%，报19850元/千克。

Alphabet Inc．发行规模达5，765亿日元（约36亿美元）的债券，创下非日本企业发行日元债的历史最高纪录。 据知情人士透露， 谷歌 母公司首次发行的日元债券共分为七个部分，其中包括2005亿日元的5年期债券，利率为中期互换利率加50个基点。 责任编辑：王永生

【港股市況】恒指開市後轉跌200點中芯國際業績升2%、華虹半導體倒跌6% 阿里巴巴、百度跌2%（不斷更新） 香港經濟日報HKET

《科创板日报》5月15日讯（记者 李明明 黄心怡） 一周之内，五家中国大模型公司轮番刷新估值天花板。从一级市场的巨额融资到二级市场的股价飙涨，这条赛道的估值逻辑正在被彻底重写。 对于中国大模型赛道而言，2026年5月的第二周注定将被反复书写。5月7日至14日，短短一周之内，月之暗面、阶跃星辰、DeepSeek三家未上市公司密集传出巨额融资消息，而已经登陆港股的智谱和MiniMax则以堪称暴力的股价涨幅作出回应。 一级市场的天价估值和二级市场的疯狂"买单"，共同构成了一幅中国AI产业史上前所未有的资本图景。 二级市场接棒：智谱一天涨出一个“老科大讯飞” 5月13日，港股大模型概念迎来集体爆发。智谱收盘大涨36.9%，股价冲上1150港元，市值首次突破5000亿港元。与此同时，MiniMax大涨18.46%，报818港元/股，市值达到2566亿港元。 这组数据的反差十分耐人寻味。智谱2025年全年营收不足8亿元，而同期的行业老牌企业科大讯飞，年营收达271亿元、净利润8.39亿元，当日总市值约1187亿元。相较之下，尚处于亏损阶段的智谱，市值已是盈利稳健的科大讯飞近四倍。不难看出，资本市场给予了头部大模型企业极高的成长预期，这种估值溢价，已经很难用传统企业估值逻辑来衡量。 消息面上，全球权威评测机构 Artificial Analysis 发布全新 Coding Agent 基准 Artificial Analysis Coding Agent Index，其中，闭源模型 Opus 4.7（在 Cursor CLI 中运行）全球第一，GLM-5.1（在 Claude Code 运行）取得开源第一。从评测结果上来看，GLM-5.1 代表了国产大模型在实际编程 Agent 场景下的 SOTA 级别能力。 从上市以来的轨迹来看，智谱的股价堪称火箭式攀升。今年1月以116.2港元发行价登陆港股，不到五个月翻了近10倍。投中嘉川CVSource数据显示，目前已有14家投资机构在智谱上的持股市值超过70亿元人民币（约10亿美元），君联资本以280亿元人民币排在首位。 财报显示，2025年，智谱实现总收入7.24亿元人民币，成为国内收入规模最大的大模型公司。更值得关注的是，其MaaS API平台ARR达到17亿元（约2.5亿美元），同比提升60倍，毛利率提升近5倍至18.9%。从战略...

Earnings Call Insights: Shimmick Corporation (SHIM) Q1 2026 Management View "I'm pleased to report that we are continuing to make progress on our strategy, which centers around growing our top line by bidding and winning work aligned with our expertise, winding down noncore projects and executing at a high level to deliver consistent margins." (CEO & Director Ural Yal) "For the first quarter, we delivered consolidated revenue of $88 million, 12% gross margin and adjusted EBITDA of approximately $3 million." (CEO & Director Yal) "We now have secured and continuing to secure backlog that is going to fuel our growth the rest of the year and beyond." (CEO & Director Yal) "For our noncore projects, revenue was $200,000 compared to $29 million a year ago, largely as a result of the termination by the U.S. Army Corps of Engineers of the Chickamauga Lock Replacement Project in Chattanooga, Tennessee." (CEO & Director Yal) "We remain constructive in our approach... and are confident that the parties will be able to reach a mutually agreeable resolution in due course." (CEO & Director Yal) "The electrical business remains an important pillar of our long-term strategy... We're also seeing increasing opportunity in data centers." (CEO & Director Yal) "In April, we announced the appointment of Sarah Tacker as Executive Vice President and Chief Operating Officer." (CEO & Director Yal) "Subsequent to quarter end, we were selected for a project with California Water Service... through a progressive design build contract with an estimated construction value of $50 million." (CEO & Director Yal) "Shimmick project revenue for Q1 2026 was $88 million versus $93 million in Q1 of 2025." (Executive VP & CFO Todd Yoder) Outlook "Despite the termination of the Chickamauga Lock Replacement Project... we are reaffirming our full year 2026 guidance." (Executive VP & CFO Yoder) "We expect Shimmick consolidated revenue to grow year-over-year between 12% and 22%... representing approximately $550...

富时中国A50指数期货日内跌超1%。