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格隆汇5月14日｜波罗的海干散货运价指数连续第四个交易日收高，至逾五个月来最高水平，因巴拿马型船和超灵便型船需求增加盖过海岬型船需求下降的影响。波罗的海干散货运价指数较前一交易日上涨6点，或0.2%，报3195点，为自2025年12月5日以来的最高水平。海岬型船运价指数下跌24点，或0.5%，至5316点。海岬型船日均获利下降224美元，至44706美元。巴拿马型船运价指数上涨49点，或2%，至2503点。巴拿马型船日均获利上涨445美元，至22528美元。超灵便型散货船运价指数上涨5点，或0.3%，报1558点。

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primeimages/iStock via Getty Images Modern portfolio construction is evolving beyond traditional mutual funds, with 62% of ETF investors now envisioning portfolios composed entirely of exchange-traded vehicles. This shift allows for greater transparency, lower costs, and more precise tactical control. By combining individual stocks for alpha generation with ETFs for broad beta exposure, advisors can build highly customized strategic and asset allocation models tailored to specific client needs. A strong portfolio starts with reliable forecasting. The ValuEngine Rating System updates daily, assigning an “Engine Rating” from 1 (Strong Sell) to 5 (Strong Buy) across more than 4,000 stocks and 600 ETFs. Top picks come from the “5-Engine” group, aiming for over 12% annual returns. ETFs cover sector or style gaps and ratings steer advisors toward undervalued areas and away from overpriced segments. ValuEngine uses valuation models that compare current prices to historical data such as earnings and macro factors like the 30-year Treasury yield. Strategic portfolio asset class allocations should align with a client’s “downside pain threshold”. Risk tolerance is the intersection of a client’s emotional willingness to endure volatility and their financial capacity to absorb losses. Any division into three categories according to perceived risk tolerance is an oversimplification but a useful framework. Classically, these categories are: aggressive, moderate and conservative. A description for each follows. Aggressive Portfolios: Weighted heavily toward 5-Engine (strong buy) stocks with one or two growth-oriented ETFs being considered. These portfolios should seek maximum capital appreciation within a prudent framework that includes diversification and liquidity constraints. Moderate Portfolios: These portfolios focus equally on growth and capital preservation. The targeted asset mix should be a classic 60% equity / 40% fixed income ETFs. A general framework might be to focus m...

Cerebras’ IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.

Meta's forthcoming layoffs will reportedly eliminate about 10% of its workforce, even as Q1 profits hit $26.8 billion and AI spending rockets toward $145 billion this year alone.

kodda/iStock via Getty Images Transportadora ​de Gas del Sur ( TGS ) up 0.7% in Thursday's trading after saying Argentina's economy ministry approved its ‌application to enter the RIGI investment incentive scheme for a $550M expansion of the ​Perito Moreno gas pipeline. The approval covers a project to ​expand Section 1 of the pipeline and add 14M cm/day of ​transport capacity, to be implemented through a dedicated local unit set up under the RIGI framework. TGS ( TGS ), which transports ~60% of the natural ⁠gas ​consumed in Argentina, said ​the ⁠investment will cover construction, financing, operation, and ​maintenance of the infrastructure ​tied ⁠to the expansion. More on Transportadora de Gas del Sur Transportadora de Gas del Sur Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on Transportadora de Gas del Sur

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Shares of Ford (NYSE:F) are up 8% on Thursday morning, trading near $14.60 after closing yesterday at $13.57. The move extends a second straight session of decisive outperformance versus the Detroit and Austin peers. For context, Ford stock climbed 6% yesterday, and the two-day rip has been decisive. Ford’s market cap sits near $57 billion, ... Ford Zooms 8% Higher, Easily Outpaces General Motors and Tesla

Ford Zooms 8% Higher, Easily Outpaces General Motors and Tesla Yahoo Finance

While Ford Motor Company (NYSE: F) and General Motors are the closest of rivals and typically follow similar global strategies, the two stocks have traded very differently. Over the past three years, General Motors' stock has surged 130%, while Ford's has been stuck in neutral with a nearly flat 1% gain. That said, Ford turned in a solid first-quarter result that topped analysts' expectations, and there were a couple of critical details investors might have missed that suggest upside in the near term. Image source: Ford Motor Company. It's always a good sign when management is confident enough in business and momentum to raise guidance, but Ford's does come with a couple of stipulations. Ford raised its adjusted EBIT guidance by $500 million on the low and high ends to a range of $8.5 billion to $10.5 billion for the full year 2026. Continue reading

JD.com (NasdaqGS:JD) highlights continued growth in its services and logistics operations. The company reports wider profit margins, supported by marketing and margin efficiency. JD.com launches Joybuy in Europe, extending its e-commerce reach beyond China. Management points to resilience in services and logistics alongside challenges in electronics and home appliances. JD.com, known for its e-commerce platform and integrated logistics network, is leaning more on services and supply chain...

The Beats Solo 4 support lossless audio and work with both iOS and Android devices. | Image: The Verge If you want a pair of Apple-made wireless headphones that work just as well with Android as with iOS, the Beats Solo 4 are down to around $129.95 ($70 off) at Amazon , Best Buy , and Target . That matches the best price we’ve seen so far this year. While each retailer is offering discounts on the black, light pink, and blue color schemes, Target also has several additional discounted options, including gold. Beats Solo 4 Where to Buy: $199.95 $129.95 at Amazon $199.95 $129.99 at Best Buy $199.95 $129.99 at Target Unsurprisingly, the foldable wireless headphones deliver high-quality sound, thanks to support for lossless audio over the included USB-C or 3.5mm audio cable. Like other recent Beats products, the Solo 4 also support native software features in both Android and iOS, including compatibility with Apple’s Find My and Google’s Find Hub, making them easier to track down if they go missing. Android users also get conveniences like automatic device switching, though only iPhone owners can activate head-tracking spatial audio. We’re big fans of the Beats Solo 4 for other reasons, too. They can last nearly two full days on a single charge, and once the battery runs out, you can keep listening in wired mode. It’s a shame they lack active noise cancellation, but their comfortable memory foam ear cups provide decent passive noise isolation in a pinch, helping block out some noise as you listen. Read our full Beats Solo 4 review . window.HYPE_DESK_CONFIG = { productImageUrl: "https://platform.theverge.com/wp-content/uploads/sites/2/2026/05/FY25Q4-Firefly-Max-LA-affiliate-VideoEditor-Marker-1x1-EN.jpg", productImageAlt: "Adobe Firefly", productTitle: "Adobe Firefly", shortDescription: "Create and edit images, video, and audio with the power of AI.", longDescription: "Product Description: Adobe's all-in-one creative AI studio just got a lot more powerful. Quick Cut turn...

The Championship play-off final may not go ahead on Saturday 23 May as the EFL investigates the Spygate scandal surrounding finalists Southampton.

Lisa Su’s pitch on the Q1 call had a specific shape. She’s arguing that the ratio of CPUs to GPUs inside an AI data center is about to collapse. “…in the past, the CPU to GPU ratio was primarily just as a host node in like a 1:4 or 1:8 configuration node, now changing and ... If Lisa Su Is Right, AMD Could Be as Big as Nvidia

If Lisa Su Is Right, AMD Could Be as Big as Nvidia 24/7 Wall St.

If Lisa Su Is Right, AMD Could Be as Big as Nvidia Yahoo Finance

Evercore ISI raised its price target on Apple (NASDAQ:AAPL) to $365 from $330 while reiterating its Outperform rating, and the firm flagged a bull case scenario of $500 tied to a Services compounding thesis. Apple stock trades near $299, just below its 52-week high of $300.92. Evercore’s case: Apple can compound earnings and free cash ... Evercore ISI Hikes Apple Price Target to $365: Bull Case Now $500 on Services Compounding

Earnings Call Insights: AtlasClear Holdings (ATCH) Q3 fiscal 2026 Management View "This quarter is another decisive step in AtlasClear's transformation." (Executive Chairman John Schaible) "Stockholders' equity stands at $22.3 million compared to a $6.8 million deficit 9 months ago." "Total liabilities are down $16 million." "We have signed or are actively onboarding 5 correspondent relationships with additional relationships in development." "Together with the $20 million of structured capital we closed in October, we are positioned to execute without near-term equity dilution." (Executive Chairman Schaible) "Total revenue at the subsidiary level is driven by 5 lines." (President & Director David Ridenhour) "Commissions for the quarter were $1.4 million" and "clearing fees were $662,000 for the quarter." "Stock locate and securities lending revenue was $1.4 million in the quarter and $3 million year-to-date compared with effectively 0 in the comparable prior year period." "During the quarter, we expanded our headcount across operations, compliance and technology functions." (President Ridenhour) "Total revenue for the third quarter was $4.2 million" and "on a year-to-date basis, total revenue was $13.5 million." (CFO, General Counsel & Director Sandip Patel) "Total expenses for the quarter were $7.1 million" including "$1.2 million of stock-based compensation" and "regulatory professional fees and related expenses increased $695,000." "The quarter produced an operating loss of $2.9 million and a net loss of $1.9 million." (CFO Patel) Outlook "We are focused on 3 near-term priorities: converting our correspondent pipeline into live revenue-generating relationships, advancing the Commercial Bancorp and Dawson James transactions through their respective regulatory processes and scaling our securities lending business as a durable, capital-efficient revenue stream." (President Ridenhour) "We have submitted our formal application to the Federal Reserve in connection wit...

sunnychicka A key sticking point to greater adoption of biosimilar medications by health plans are lawsuits from brand manufacturers seeking to delay those treatments from coming to market, according to Optum Rx's top executive. On the sidelines of the FT US Pharma and Biotech Summit in New York, John Mahrt, CEO of Optum RX, the pharmacy benefit manager owned by UnitedHealth Group, told Seeking Alpha that the company would like to offer many more biosimilars to its customers. About 60% of Optum RX's customers are insured by UnitedHealth with the remainder by other health plans. However, litigation from major pharma companies is impeding his ability to do so. Separately, Mahrt discussed Optum's RX announcement made on May 11 of a transparent, fee-based model to all of its PBM customers. "Optum Rx clients will be offered a pricing structure with monthly, clearly defined fees per member that are independent of manufacturers' list prices or prescription volume, eliminating spread pricing and similar practices," an Optum Rx news release states . Mahrt told Seeking Alpha that the company is helping to reduce medication costs for members by passing through 100% of drug rebates to plan sponsors and trying to emphasize point-of-sale rebates as much as possible. When pressed about pressure from the Trump administration and some in Congress to curb the influence of PBMs, Mahrt said that he welcomes some reforms. In February, PBM reform was included in the Consolidated Appropriations Act of 2026. The legislation includes provisions such as mandating that commercial insurance plans ensure 100% rebate pass-throughs, end ties between PBM revenue and drug list prices, and require fixed-fee compensation. More on UnitedHealth UnitedHealth: Beaten Down, Not Broken UnitedHealth: Watch The Recovery In Action UnitedHealth: Went Back Up Too Far, Too Fast (Downgrade) UnitedHealth hits 52-week high; up 30% in last month Medicare pauses enrolling new home health and hospice providers (update...

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We Are/DigitalVision via Getty Images Baby steps. Surely you’ve heard that expression. And undoubtedly, you know its positive implications. It all starts with one tiny step. There’s barely any forward progress. Then, another — and another and another. Eventually it evolves into striding and then running. Humans and animals start that way. So, too, do companies. Case in point: USA Rare Earth ( USAR ) . It knows what it wants to be when it grows up. And it’s working its way there. It plans to become a full-fledged vertically integrated rare earth elements (REE) company. Strictly speaking, these metals aren’t hard to find. But they are hard to mine. So it’s as if they’re rare — hard to find. Yet they’re important — very important, indispensable — to some vital endeavors, mainly in defense and electronics. Now, if you’re old enough to remember the mid- to late-1970s and early-1980s, I’m going to tell you something that may send shivers down your spine. On 4/22/26 , Seeking Alpha News, reporting on a Bloomberg interview, quoted USAR C.E.O. Barbara Humpton as having said, with respect to China, that… They declared the Middle East has oil, China has rare earths, and now we've seen how that monopoly has been used for statecraft. Shades of OPEC back in the days when that Middle Eastern cartel had a stranglehold on global production of oil! That wasn’t pretty. Twice OPEC embargoed shipments. And that caused chaos in global markets. And the U.S. suffered two significant recessions. As troubling as today’s issues involving the Strait of Hormuz are, that’s child's play compared to what happened back in the day. There’s a reason we don’t now have monstrous gas lines and rationing like we once did. (Do a Google search on “odd and even gas days.”) No, OPEC hasn't become kinder since then. Instead, the U.S. embarked on an aggressive plan to become energy independent. And it worked! It’s true that issues related to the Strait remain troublesome. But because of all we did to compete w...

Silver Place U.S. equities continue pushing deeper into record territory, with the benchmark S&P 500 ( SP500 ) and the Nasdaq Composite ( COMP:IND ) both trading at fresh all-time highs, while the blue-chip Dow Jones Industrial Average ( DJI ) has climbed back above the 50,000 level and is approaching its own record peak. The latest advance comes as historical market trends suggest record highs often arrive in clusters during strong bull markets rather than as isolated events. Data highlighted by Blake Millard of Sandbox Financial Partners shows the S&P 500 has repeatedly logged extended stretches of new highs during major rallies, including the late 1990s and the post-pandemic surge earlier this decade. Millard said many investors remain psychologically cautious around record levels, often viewing them as signals of an overheated market. However, he argued that history shows the opposite is frequently true, with persistent all-time highs typically reflecting resilient economic conditions, strong earnings growth, and sustained investor confidence rather than signs of imminent market breakdown. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Fed’s favorite inflation gauge seen running at more than double target rate U.S. Misery Index climbs to 3-year high as inflation and unemployment rise Trump says trade talks will take center stage in high-stakes summit with Xi SpaceX may become the largest company on the planet, says Ron Baron

Palantir stock trades up as first-quarter 2026 revenue surges 85% Traders Union

格隆汇5月14日｜据新智元，一位名叫Chris的开发者在X上发了一条帖子：他只给Codex丢下一条“去挣5美元”的指令，接下来的22小时，Codex自己找到了一个开源安全审计的赏金路径，完成并提交了PR，跟进了维护者。几天后，16.88美元到账。Chris随即算了一笔账：如果每天重复，月化收入506.40美元。 OpenAI CEO奥特曼曾在个人博客中预言，2025年可能看到第一批AI智能体“加入劳动力大军”，并实质性改变公司产出。Chris这次实验，被他本人视作这一预言的早期验证。 据悉，这次总共跑了约10-15个安全审计项目，消耗了22M tokens。16.88美元是第一个“亮绿灯”并到账的项目。后面还有多个pending audits等待确认。OpenAI API公开定价页面显示，GPT-5.5的输出定价是每100万tokens 30美元，输入是每100万tokens 5美元。Chris没有公开22M tokens里输入和输出各占多少。因此，目前更像一个有东西跑通了的实验信号，而不是一种可以复制的商业模式。

Ford may be on the verge of a major breakthrough, this time outside the car business. Morgan Stanley says the the automaker may be closing in on a massive battery storage deal with hyperscalers, potentially unlocking a $10 billion high-margin energy business. Bloomberg Auto Reporter Keith Naughton joined Bloomberg Open Interest with more details. (Source: Bloomberg)

Hearing over spying allegations on or before Tuesday Fans warned before booking travel and accommodation The English Football League has indicated that Southampton could be kicked out of the playoffs and that the date of the Championship playoff final may be delayed if the club are found guilty of breaching regulations. Southampton have been charged by the EFL for allegedly spying on Middlesbrough’s training within 72 hours of their first-leg meeting and for not acting “with the utmost good faith”. Continue reading...

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Pure and simple, Allstate (ALL) is a breakout in progress. It's not quite there, but it's close enough. I'm calling it. After a long period of consolidation, we're now seeing price challenging the upper end of the range, which I will describe below after Sean tells you the story. Yes, we're in a market being led by the AI capex boom. No, that doesn't mean AI-related stocks are the only game in town. Are we in good hands with Allstate trading just below record highs? Let's get into it. Best Stock Spotlight: The Allstate Corp. (ALL) Sean — Allstate (and many other insurance businesses) is essentially an insurance premium collection business. They take in premiums, pay out claims, and profit on the spread. The core engine driving premium growth is property-liability insurance (auto and home), which generated $14.8B in earned premiums in Q1 2026, with profitability surging. Profitability increased due to lower-than-expected catastrophe losses and meaningful rate increases (7.2% passed on to homeowners, which you have probably heard about on the news), leading to net investment income growth of 10% year over year. Allstate is also growing its policy base to 212 million, which adds volume on top of the pricing. The biggest wildcard in any given period is catastrophe exposure — a bad hurricane or wildfire season can erase underwriting gains you see quarter to quarter. Allstate has seen a steady grind higher. The stock has made 17 new all time highs this year. It's been a consistent move, not one dictated by one or two blow-out days. In total return, the stock is up 28% the past year and 87% the past three years (23% annualized). On top of the company's insurance premium investments, the company allocates capital through the use of buybacks and dividends as well. Both the dividend (2% yield) and their buyback program are big components of their total r...