Recent performance snapshot Xiaomi (SEHK:1810) has had mixed share performance recently, with the stock edging up over the past month and past week, but down over the past 3 months and year to date. Over the past month, the stock is up about 2.7%, and it has gained roughly 1.9% over the past week. That contrasts with a decline of about 13.9% over the past 3 months and a fall of roughly 21.3% year ...
Recent performance snapshot Xiaomi (SEHK:1810) has had mixed share performance recently, with the stock edging up over the past month and past week, but down over the past 3 months and year to date. Over the past month, the stock is up about 2.7%, and it has gained roughly 1.9% over the past week. That contrasts with a decline of about 13.9% over the past 3 months and a fall of roughly 21.3% year to date. Looking at a longer horizon, the total return over the past year is down about 36.7%...
Turnover soars as Cathay takes off By Jerry Norton This article was first published on May 16, 1986 Cathay Pacific Airways had a memorable take-off in the stock market yesterday, accounting for a massive $446 million worth of turnover, more than the combined value of all other shares traded. The action in the rest of the market was strictly pedestrian, however, as the excitement over Cathay failed...
Turnover soars as Cathay takes off By Jerry Norton This article was first published on May 16, 1986 Cathay Pacific Airways had a memorable take-off in the stock market yesterday, accounting for a massive $446 million worth of turnover, more than the combined value of all other shares traded. The action in the rest of the market was strictly pedestrian, however, as the excitement over Cathay failed to spill over to other shares and the Hang Seng index dropped 27 points. In volume terms, 86.6...
suriya puhoy/iStock via Getty Images By Ryan McMaken In the year since Donald Trump’s “liberation day” in April 2025 - on which he began raising import taxes on Americans - 1.2 million fewer Americans are now working, and inflation-adjusted hourly earnings are still below where they were in 2021. Meanwhile, total manufacturing employment has fallen back to 2022 levels. As price inflation increases...
suriya puhoy/iStock via Getty Images By Ryan McMaken In the year since Donald Trump’s “liberation day” in April 2025 - on which he began raising import taxes on Americans - 1.2 million fewer Americans are now working, and inflation-adjusted hourly earnings are still below where they were in 2021. Meanwhile, total manufacturing employment has fallen back to 2022 levels. As price inflation increases, thanks to the Trump administration’s war on Iran, the increasing cost of living, combined with this stagnating job market, will ensure further economic hardship for many Americans, especially those younger workers who were not able to buy up assets before the Great Inflation of 2022. According to the latest employment data from the Bureau of Labor Statistics, released last week, the total number of payroll jobs increased by 115,000 in April, month over month. That might seem robust, but if we look beyond this single headline number, we find that the true situation is far less impressive. For example, if we look at the household survey, which measures employed persons rather than jobs, we find that the employment level has fallen, month over month, for the past four months. Household employment fell by 226,000 from March to April. This survey also shows that total employment is down by 1.2 million since one year earlier - the same month as the “liberation day” in April 2025. Over the past four months, the total number of employed persons has fallen by nearly 1.4 million. So, how could there be so much payroll job growth but declining numbers of employed persons? Part of the discrepancy can be found in the fact that the payroll survey measures both full-time and part-time jobs. For April, the month-over-month measure shows that full-time employment fell by 424,000, while part-time employment rose by 123,000 in the same period. Year-over-year, however, full-time employment is down by 1.1 million, and part-time employment is down by 109,000. We can note that since 2023, full-...
英伟达7连涨创新高，新贵上市首日高开，市场提醒“别贪婪” 美股5月14日，多只AI芯片股走高。英伟达（NVDA.O）涨4.39%，市值5.7万亿美元，创历史新高。英伟达股价已连涨7天，累计上涨19.97%。博通（AVGO.O）涨5.52%，市值2.1万亿美元，市值突破2万亿美元，AMD（AMD.O）涨0.94%，台积电（TSM.N）涨4.48%。 投资者对AI芯片股的热情也蔓延至新上市的股票。“最大AI芯片”公司Cerebras Systems（CBRS.O）5月14日在纳斯达克上市，盘中一度大涨89%，收涨68.15%，股价收311.07美元/股，远超185美元/股的发行价，但低于350美元/股的开盘价。该股首次公开募资55.5亿美元，是2019年以来美国科技公司最大规模的首次公开募股，上市首日收盘市值670亿美元。 这家AI芯片新秀成立于2015年，产品采用晶圆级芯片设计，面积大于一般的芯片，将数十万个计算核心集成在单一处理器上，属于ASIC（专用集成电路）。这种芯片路线与英伟达等GPU厂商不同，更偏专用性，通过晶圆级芯片设计降低了模型训练与推理过程中的通信延迟，但在通用性上弱于GPU。 去年Cerebras Systems收入5.1亿美元，同比增长76%，净利润0.88亿美元，同比扭亏。其中有86%的收入来自阿联酋客户组合，市场认为相关客户是G42和一家阿联酋人工智能大学，客户结构的单一构成了一定的风险。该公司今年还在扩大收入来源，今年1月与OpenAI达成合作，计划在2028年前向OpenAI交付750兆瓦的计算能力。今年3月与亚马逊AWS合作，计划在AWS上提供算力。 近日业界对于AI和AI芯片需求增长有一些积极的预计。Cerebras Systems CEO Andrew Feldman表示，公司通过训练制造人工智能，并通过人工智能推理来应用，随着模型越来越智能，人们使用量将会爆炸式增长。 在5月14日台积电2026年技术论坛前的演示资料中，台积电则预计，人工智能预计将推动全球半导体市场规模增长，2030年将达到1.5万亿美元，超过公司此前预测的1万亿美元。1.5万亿美元市场中，来自人工智能和高性能计算的市场规模预计将占55%，智能手机占20%。台积电还预计，从2022年到2026年，来自AI加速芯片的需求将增长11倍。 不过，市场上近期也有偏向谨慎的声...
(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWha...
(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi
China's top contract chipmaker, Semiconductor Manufacturing International Corp, on Friday said orders from overseas clients are increasing as the global artificial intelligence boom tightens capacity at foreign foundries. "There are still quite a lot of semiconductor capacity expansion projects and companies in China," co-CEO Zhao Haijun said during an earnings call. "These are among the few pla...
China's top contract chipmaker, Semiconductor Manufacturing International Corp, on Friday said orders from overseas clients are increasing as the global artificial intelligence boom tightens capacity at foreign foundries. "There are still quite a lot of semiconductor capacity expansion projects and companies in China," co-CEO Zhao Haijun said during an earnings call. "These are among the few places with available production capacity, so we are seeing many overseas customers shift their orders to be manufactured in China."
Research Solutions (NASDAQ:RSSS) reported improved profitability in its fiscal 2026 third quarter, even as revenue declined from a year earlier and management said business-to-business churn remained a drag on growth. The company, which provides cloud-based research workflow too
Research Solutions (NASDAQ:RSSS) reported improved profitability in its fiscal 2026 third quarter, even as revenue declined from a year earlier and management said business-to-business churn remained a drag on growth. The company, which provides cloud-based research workflow too
NANO Nuclear Energy: Short-Squeeze or Rapid Meltdown AheadNextNav (NASDAQ:NN) executives said the company continues to advance its regulatory, testing and commercialization efforts tied to a proposed terrestrial complement and backup to GPS, while reporting a first-quarter net lo
NANO Nuclear Energy: Short-Squeeze or Rapid Meltdown AheadNextNav (NASDAQ:NN) executives said the company continues to advance its regulatory, testing and commercialization efforts tied to a proposed terrestrial complement and backup to GPS, while reporting a first-quarter net lo
NANO Nuclear Energy: Short-Squeeze or Rapid Meltdown AheadNano Nuclear Energy (NASDAQ:NNE) said it continues to advance its Kronos micro modular reactor program, highlighting a recent construction permit application tied to a planned deployment at the University of Illinois Urban
NANO Nuclear Energy: Short-Squeeze or Rapid Meltdown AheadNano Nuclear Energy (NASDAQ:NNE) said it continues to advance its Kronos micro modular reactor program, highlighting a recent construction permit application tied to a planned deployment at the University of Illinois Urban