FabrikaCr JR Research has upgraded Tesla ( TSLA ), viewing it as a resilient physical AI powerhouse, while Albert Anthony sees significant opportunity in Healthcare Realty Trust ( HR ) driven by outpatient demand growth and favorable demographics. On the other hand, Oliver Rodzianko has downgraded CoreWeave ( CRWV ) following a massive price surge, and Juxtaposed Ideas is stepping back from Advanc...
FabrikaCr JR Research has upgraded Tesla ( TSLA ), viewing it as a resilient physical AI powerhouse, while Albert Anthony sees significant opportunity in Healthcare Realty Trust ( HR ) driven by outpatient demand growth and favorable demographics. On the other hand, Oliver Rodzianko has downgraded CoreWeave ( CRWV ) following a massive price surge, and Juxtaposed Ideas is stepping back from Advanced Micro Devices ( AMD ) due to momentum fatigue and overbought technicals. Upgrades Tesla ( TSLA ): Upgrade to Buy by JR Research . The analyst believes the market is now pricing in Tesla’s transformation into a physical AI company, with long-term value stemming from robotaxis, FSD, and Optimus rather than just automotive sales. “ Although TSLA is still way off its all-time high at close to the $500 zone, it has actually outperformed my expectations since my previous update...Obviously, when I try to discern what has gone on since Tesla reported its first-quarter earnings in late April, I observe that the stock has actually recovered since then. It also looks to be on its way back alongside its up-trending bias. So that is really remarkable to me. ” Healthcare Realty Trust ( HR ): Upgrade to Buy by Albert Anthony . The upgrade is supported by favorable macro trends such as an aging demographic and the rising demand for outpatient care, alongside a nationwide portfolio with strong tenant retention. “I argue that despite forecasts showing muted upside for the share price and the stock not being so compelling as a dividend growth idea, I'm betting on the long-term demand for outpatient clinics, complemented by this REIT's portfolio growth, outperforming the S&P 500 this year, and market momentum shown in chart technicals.” Downgrades CoreWeave ( CRWV ): Downgrade Strong Buy to Sell by Oliver Rodzianko . Despite massive revenue growth and a substantial backlog, the analyst argues that the valuation has become stretched and high capital intensity poses sustainability risks. “ T...
OpenAI is preparing to file for an initial public offering in the coming weeks and is targeting a public debut sometime in the fall. The exact timing remains uncertain. The ChatGPT creator, co-founded by Sam Altman, is one of the world's most valuable and powerful AI companies. Bloomberg's Ed Ludlow has all the details. (Source: Bloomberg)
OpenAI is preparing to file for an initial public offering in the coming weeks and is targeting a public debut sometime in the fall. The exact timing remains uncertain. The ChatGPT creator, co-founded by Sam Altman, is one of the world's most valuable and powerful AI companies. Bloomberg's Ed Ludlow has all the details. (Source: Bloomberg)
Nvidia (NVDA +1.55%) has long been the "go-to" source for the top-performing artificial intelligence (AI) chips. The company's graphics processing units (GPUs) fuel unavoidable AI tasks, like the training of models or the inference process that guides them through problem-solving. All of this has pushed Nvidia to double- and triple-digit earnings growth in recent quarters -- and it's pushed the st...
Nvidia (NVDA +1.55%) has long been the "go-to" source for the top-performing artificial intelligence (AI) chips. The company's graphics processing units (GPUs) fuel unavoidable AI tasks, like the training of models or the inference process that guides them through problem-solving. All of this has pushed Nvidia to double- and triple-digit earnings growth in recent quarters -- and it's pushed the stock to a 600% gain over three years. Though Nvidia dominates this chip market, it isn't the only game in town. Many others, from dedicated chip designers like Advanced Micro Devices to major tech companies like Amazon, also compete in the space. So far, Nvidia, thanks to its first-to-market moves and commitment to innovation, has stayed ahead of rivals. But now, with a recent move, is Alphabet (GOOG 0.53%) (GOOGL 0.25%) moving in on Nvidia's territory? Let's find out. Alphabet's position in AI So, first, let's take a look at Alphabet's position right now in the world of AI. The company is the developer of well-known large language model (LLM) Gemini, and this innovation is supercharging its Google Search business and improving the advertising experience across Google. This is key because ads generate the lion's share of Alphabet's revenue. But there's a lot more to Alphabet's AI work than just one LLM. Alphabet's Google Cloud offers customers a wide range of AI products and services, including chips and systems from Nvidia as well as Alphabet's own in-house designed tensor processing units (TPUs). Yes, you heard that right -- Alphabet designs chips, so while it's an Nvidia customer, it's also a competitor. Expand NASDAQ : GOOGL Alphabet Today's Change ( -0.25 %) $ -0.97 Current Price $ 386.69 Key Data Points Market Cap $4.7T Day's Range $ 382.94 - $ 393.75 52wk Range $ 162.00 - $ 408.61 Volume 774K Avg Vol 29M Gross Margin 60.43 % Dividend Yield 0.22 % GPUs and TPUs both accelerate AI tasks, but they aren't exactly the same -- GPUs are more general-purpose, while TPUs are s...
takasuu/iStock via Getty Images General Fund Information Ticker: MBFIX Portfolio managers: Maulik Bhansali, CFA®; and Jarad Vasquez Subadvisor: Allspring Global Investments, LLC Category: Intermediate core bond Fund Strategy Focuses on bottom-up security selection in a universe of high-quality, liquid bonds Uses a bottom-up security selection process that focuses on measuring relative value on a r...
takasuu/iStock via Getty Images General Fund Information Ticker: MBFIX Portfolio managers: Maulik Bhansali, CFA®; and Jarad Vasquez Subadvisor: Allspring Global Investments, LLC Category: Intermediate core bond Fund Strategy Focuses on bottom-up security selection in a universe of high-quality, liquid bonds Uses a bottom-up security selection process that focuses on measuring relative value on a return-to-risk basis Typically keeps duration neutral to that of the benchmark, with a predominant emphasis on issue selection Uses proprietary risk management systems as the foundation for a highly disciplined decision-making process Average Annual Total Returns (%) AS OF 3/31/2026* 3 MONTH YEAR TO DATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE FUND INCEPTION (6/30/97)^ Core Bond Fund-Inst 0.05 0.05 4.40 3.86 0.36 1.84 4.52 Bloomberg U.S. Aggregate Bond Index -0.05 -0.05 4.35 3.63 0.31 1.70 — Lipper Core Bond Funds Average -0.11 -0.11 4.32 3.80 0.28 1.84 — Click to enlarge *Returns for periods less than one year are not annualized. Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes a shareholder may pay on an investment in a fund. Investment return, principal value, and yields of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Current month-end performance is available at the fund's website, allspringglobal.com . Institutional Class shares are sold without a front-end sales charge or contingent deferred sales charge. The fund's gross expense ratio is 0.48%. The fund's net expense ratio is 0.38%. The manager has contractually committed, through August 31, 2026, to waive fees and/or reimburse expenses to the extent necessary to cap the fund's total annual fund operating expenses after fee waivers at 0.38% for the I...
Key Points Alphabet is becoming a major player in the world of AI. Customers rush to Alphabet’s Google Cloud for AI products and services. 10 stocks we like better than Alphabet › Nvidia (NASDAQ: NVDA) has long been the "go-to" source for the top-performing artificial intelligence (AI) chips. The company's graphics processing units (GPUs) fuel unavoidable AI tasks, like the training of models or t...
Key Points Alphabet is becoming a major player in the world of AI. Customers rush to Alphabet’s Google Cloud for AI products and services. 10 stocks we like better than Alphabet › Nvidia (NASDAQ: NVDA) has long been the "go-to" source for the top-performing artificial intelligence (AI) chips. The company's graphics processing units (GPUs) fuel unavoidable AI tasks, like the training of models or the inference process that guides them through problem-solving. All of this has pushed Nvidia to double- and triple-digit earnings growth in recent quarters -- and it's pushed the stock to a 600% gain over three years. Though Nvidia dominates this chip market, it isn't the only game in town. Many others, from dedicated chip designers like Advanced Micro Devices to major tech companies like Amazon, also compete in the space. So far, Nvidia, thanks to its first-to-market moves and commitment to innovation, has stayed ahead of rivals. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But now, with a recent move, is Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) moving in on Nvidia's territory? Let's find out. Alphabet's position in AI So, first, let's take a look at Alphabet's position right now in the world of AI. The company is the developer of well-known large language model (LLM) Gemini, and this innovation is supercharging its Google Search business and improving the advertising experience across Google. This is key because ads generate the lion's share of Alphabet's revenue. But there's a lot more to Alphabet's AI work than just one LLM. Alphabet's Google Cloud offers customers a wide range of AI products and services, including chips and systems from Nvidia as well as Alphabet's own in-house designed tensor processing units (TPUs). Yes, you heard that right -- Alphabet designs chips, so while it's an Nvidia cus...
特朗普稱會就對台軍售案跟賴清德對話 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普早前稱很快就對台軍售案決定後，稱會跟賴清德對話。 美國總統特朗普：「（記者：你打算在決定對台軍售前跟賴清德通電話嗎？...
特朗普稱會就對台軍售案跟賴清德對話 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普早前稱很快就對台軍售案決定後，稱會跟賴清德對話。 美國總統特朗普：「（記者：你打算在決定對台軍售前跟賴清德通電話嗎？）我會跟他對話，我與所有人對話。我們掌握形勢非常好，我們與國家主席習近平有良好會談，這是很棒的。你們很多人當時都在那裏，我們會處理台灣問題。」
宏福苑｜宏仁、宏新、宏泰閣再上樓 居民：望帶走小孩用品 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】宏仁、宏新及宏泰閣今日再度開放讓居民上樓。 早上居民冒雨陸續到社區會堂辦理上樓手續，不少人是第二次返回單位執拾...
宏福苑｜宏仁、宏新、宏泰閣再上樓 居民：望帶走小孩用品 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】宏仁、宏新及宏泰閣今日再度開放讓居民上樓。 早上居民冒雨陸續到社區會堂辦理上樓手續，不少人是第二次返回單位執拾，出動大水桶、手推車以及大背包等。宏仁、宏新及宏泰閣今日起至23日開放，有居民第二度上樓，希望可以帶走小孩的用品。 劉小姐：「除了大人，小朋友在這件事情上影響也很大，因為他們無法回家，拍照給他們都會出現情緒。希望當局可以做得好看些，因為小朋友看着這件事，他們不會懂得分析太多，只知道一日回不到家，我的家沒有燒到，為何回不到去？這些我也回答不到小朋友，我的家就永遠都是我的家，無法替代。」
Tesla’s Full Self-Driving (Supervised) driver assistance software is now available in Lithuania, the second European country to approve its use, as the company pushes to position itself as an AI and robotics powerhouse and not just an automaker. Making FSD available in Europe — which kicked off last month when the Dutch regulator RDW approved its use — is critical to Tesla’s and CEO Elon Musk’s am...
Tesla’s Full Self-Driving (Supervised) driver assistance software is now available in Lithuania, the second European country to approve its use, as the company pushes to position itself as an AI and robotics powerhouse and not just an automaker. Making FSD available in Europe — which kicked off last month when the Dutch regulator RDW approved its use — is critical to Tesla’s and CEO Elon Musk’s ambitions. It’s also financially important for Musk, whose $1 trillion pay package is tied to hitting a number of product goals, including hitting “10 million active FSD subscriptions” by 2035. Tesla has a long way to go before it hits that 10 million subscription figure. The company said during its first-quarter earnings call in April that it has nearly 1.3 million paying FSD customers globally. Tesla’s FSD (Supervised) first launched in beta in late 2020. The advanced driver assistance system, which still requires active driver supervision, has had regular updates since then to remove bugs, and improve reliability and performance. Today, the system can handle driving maneuvers, such as steering, lane changes, and parking. Tesla used to allow owners to pay a one-time fee for the software; in January, Musk announced the only way to access the feature would be through a monthly subscription that is currently $99. The rollout of FSD in Europe hasn’t been fast or furious — regulatory scrutiny has traditionally slowed deployment compared with the United States. Today, FSD is only available in the Netherlands, and now Lithuania. The rollout could accelerate if Dutch regulator RDW, which oversaw the first European approval, is successful in its bid for EU-wide acceptance. Meanwhile, European countries can recognize Dutch certification and allow for FSD. And a number of them appear to be in the queue. FSD Supervised now rolling out to Teslas in Lithuania 🇱🇹! Making European roads safer, one by one pic.twitter.com/Uuj0bNG7pP — Tesla Europe, Middle East & Africa (@teslaeurope) May 20,...
神舟二十三號近日擇機發射 發射場進行全系統合練 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】港澳航天員有望最早於今年執行太空站飛行任務，神舟二十三號載人飛船將於近日擇機發射，當局展開全系統合練。 發射場區周三組...
神舟二十三號近日擇機發射 發射場進行全系統合練 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】港澳航天員有望最早於今年執行太空站飛行任務，神舟二十三號載人飛船將於近日擇機發射，當局展開全系統合練。 發射場區周三組織各單位展開全系統合練，火箭、飛船等分系統進行功能檢查，由飛行準備、點火起飛、到船箭分離，實施全過程模擬演練。航天員乘組也開展了醫學檢查等準備工作，並演練出征儀式、艙內狀態設置、進艙等流程，當局說所有流程和操作一次到位、精準無誤。
Six years after hackers allegedly backed by Russia’s intelligence services broke into nine US agencies, the federal government still hasn’t revealed exactly what they did in the networks where they lurked for months. Now, a Freedom of Information Act lawsuit that Bloomberg News brought against the government is offering some answers to what happened in the 2020 SolarWinds breaches. Records newly r...
Six years after hackers allegedly backed by Russia’s intelligence services broke into nine US agencies, the federal government still hasn’t revealed exactly what they did in the networks where they lurked for months. Now, a Freedom of Information Act lawsuit that Bloomberg News brought against the government is offering some answers to what happened in the 2020 SolarWinds breaches. Records newly revealed in the suit offer the clearest picture yet of how deep the alleged Russian hackers were able to penetrate into some of the US financial system’s most sensitive networks. They highlight the profound consequences of attacks against the software supply chain, a type of intrusion that is becoming increasingly common as tech companies move to delivering software applications over the internet. At the Treasury Department, the hackers took nearly total control of the agency email systems and had their pick of employee accounts to spy on for much of 2020, according to the documents. The US said the hack was perpetrated by Russia’s Foreign Intelligence Service, but the Russian Embassy in Washington denied this at the time. The litigation, initiated by our colleague Jason Leopold, pried loose records from the Treasury’s Office of Inspector General’s investigation of the breach. It involved attackers poisoning updates to a popular IT management software, made by SolarWinds Corp., to create backdoors into sensitive networks. At Treasury, the hackers hijacked the global administrator account for the agency’s SolarWinds systems on July 6, 2020, the documents show. They used it to get an extraordinary capability. With the account, the hackers made changes to an application called Secure Mail, which “potentially allowed access to all e-mail addresses ending in ‘treasury.gov’,” OIG special agents wrote in a 2021 memo. At the time of the hack, government data show Treasury employed about 94,000 people. The hackers maintained access to Secure Mail until Oct. 12, 2020, when a system ch...
BUKIMA, VIRUNGA NATIONAL PARK, DRC - AUGUST 6: The Bageni family in the gorilla sector of Virunga National Park, on August 6, 2013 in Bukima, DR Congo. The gorilla sector is currently occupied by the M23 rebel movement of the Congolese army. Despite this and a previous occupation by a previous rebel group, the gorillas continue to survive, largely due the efforts of the ICCN, the Congolese Conserv...
BUKIMA, VIRUNGA NATIONAL PARK, DRC - AUGUST 6: The Bageni family in the gorilla sector of Virunga National Park, on August 6, 2013 in Bukima, DR Congo. The gorilla sector is currently occupied by the M23 rebel movement of the Congolese army. Despite this and a previous occupation by a previous rebel group, the gorillas continue to survive, largely due the efforts of the ICCN, the Congolese Conservation Authority. The previous Bukima camps were destroyed, first by the CNDP rebel movement in 2008 and 2009; now most recently by their followers, the M23 rebels. Despite these setbacks and the ongoing danger, the ICCN Congolese conservation rangers continue to protect the mountain gorillas of the region and to plan for tourism which will follow if peace is achieved. UK company Soco International PLC is planning to explore for oil in DRC's Virunga National Park, a protected World Heritage Site and most biodiverse park in Africa. (Photo by Brent Stirton/Getty Images for WWF-Canon) Photographer: Brent Stirton/Getty Images Europe
After a difficult month for mortgage REITs, Annaly Capital Management ( NLY ) continued to slide, falling nearly 5% over the past month and extending its recent downtrend. On a year-to-date basis, Annaly Capital is down 4.87%, sharply underperforming the S&P 500 ( SP500 ) benchmark, which has gained 8.43%. Still, some analysts believe the broader real estate investment trust space may finally be t...
After a difficult month for mortgage REITs, Annaly Capital Management ( NLY ) continued to slide, falling nearly 5% over the past month and extending its recent downtrend. On a year-to-date basis, Annaly Capital is down 4.87%, sharply underperforming the S&P 500 ( SP500 ) benchmark, which has gained 8.43%. Still, some analysts believe the broader real estate investment trust space may finally be turning a corner. Seeking Alpha analyst Jussi Askola said the multi-year bear market in publicly traded REITs appears to be easing as pressure from high-interest rates and recession fears starts to fade. The stock delivered stronger-than-expected Q1 results on April 21, helped by growing exposure to its non-agency business. Earnings available for distribution came in at $0.76 per share, topping Wall Street estimates of $0.74 and rising from $0.74 in Q4. However, book value per share fell 1.9% sequentially to $19.82, below the $20.14 consensus estimate. The company expanded its residential credit portfolio 30% to $10.3B and increased its mortgage servicing rights portfolio 9% to $4.2B. Net interest income climbed to $452.7M from $366.6M in Q4, while total assets rose to $138.5B. Chief Executive Officer David Finkelstein said Annaly Capital remains positioned for “attractive risk-adjusted returns” through 2026, with continued focus on residential credit and mortgage servicing rights growth. Seeking Alpha analyst Mark Bern recently highlighted the company's 12.3% dividend yield and said widening rate spreads could support higher earnings and dividend growth over time. Despite that optimism, Seeking Alpha analysts currently rate the stock a Hold with a 3.33 rating, while Wall Street analysts maintain a Buy rating of 4.08. Other REIT sector stocks to watch: Prologis ( PLD ) , Welltower ( WELL ) , Realty Income ( O ) , Equinix ( EQIX ) , Digital Realty Trust ( DLR ) , Simon Property Group ( SPG ), Rithm Capital ( RITM ), and AGNC Investment ( AGNC ). More on Annaly Capital Managem...
Alexey_Arz/iStock via Getty Images By Phil Mackintosh, Nasdaq Chief Economist, and Pranay DurejaDerivatives and QIS Index Research, Nasdaq Global Indexes We recently talked about how the Nasdaq-100 ( NDX ) ecosystem has changed and expanded in the 40 years since the index was launched. Today, we take a look at where the ecosystem is now - in terms of assets and liquidity. $1.4 trillion in assets t...
Alexey_Arz/iStock via Getty Images By Phil Mackintosh, Nasdaq Chief Economist, and Pranay DurejaDerivatives and QIS Index Research, Nasdaq Global Indexes We recently talked about how the Nasdaq-100 ( NDX ) ecosystem has changed and expanded in the 40 years since the index was launched. Today, we take a look at where the ecosystem is now - in terms of assets and liquidity. $1.4 trillion in assets tracking $31 trillion in market cap The Nasdaq-100 Index represents, essentially, the largest 100 companies (ex-Financials) listed on the Nasdaq Stock Market, which includes many of the leading innovators of the current century and the eight largest companies in the world. The total market cap of those companies adds to around $31.5 trillion. The Nasdaq-100 Index uses Industry Classification Benchmark (ICB) sector classifications. ICB puts many of the companies in the Tech sector, including Nvidia ( NVDA ), Apple ( AAPL ), Alphabet ( GOOG ) and Microsoft ( MSFT ), but notably, Tesla ( TSLA ) and Amazon ( AMZN ) are included in the Consumer Discretionary sector. As the top row of bubbles in Chart 1 shows, there are also a number of other large companies ($100+ billion) from the Healthcare, Industrials, Consumer Staples and Materials sectors – with 10 of 11 ICB sectors represented. Chart 1: Average 2025 market size (notional value) across global NDX products and constituents ($s) Source: Nasdaq, CME, OCC, FactSet, Bloomberg, Morningstar, Structured Retail Products. ETF and Mutual Fund sizes are reflective of the Assets Under Management linked or benchmarked to NDX.ETF and Mutual Fund sizes reflective of average AUM across 2025. Stock sizes reflective of average market capitalization across 2025. Structured Note and Insurance sizes reflective of total capital invested in live transactions as of 12/31/2025. Derivatives sizes reflective of average total notional open interest across 2025. XND Flex and Listed Option Size stated in billions (“bn” or “B”) rounded to one decimal poin...
新界北部凌晨多區水浸 雨量曾高達86毫米 水深至巴士地台 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】天文台凌晨時分一度發出紅色暴雨警告，新界北部包括粉嶺、上水一帶雨量尤其高，多區水浸。 新界北部凌晨時分下起滂...
新界北部凌晨多區水浸 雨量曾高達86毫米 水深至巴士地台 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】天文台凌晨時分一度發出紅色暴雨警告，新界北部包括粉嶺、上水一帶雨量尤其高，多區水浸。 新界北部凌晨時分下起滂沱大雨，粉錦公路部分路段水浸，水深貼近車底，車輛都減慢車速駛過。網上片段可見水混雜泥水湧過路面，浸到上巴士地台，乘客下車時都要涉水。新啟用的粉嶺龍躍頭交匯處行人天橋天花去水喉飛脫，雨水不斷瀉下。 天文台是在星期三晚9時發出黃色暴雨警告信號，北區一小時雨量一度高達86毫米，發出新界北部水浸報告；到凌晨2時40分改發紅雨警告，歷時逾兩句半鐘；清晨雨勢稍為緩和，5時15分改發黃雨警告至9時30分取消。渠務署接獲多宗水浸報告，包括粉嶺坪輋和上水彩園路等，出動排水機械人「龍吸水」，清理積水。