watch now VIDEO 3:14 03:14 Treasury Secretary Bessent: Expect 'substantial disinflation' after 1-2 more hot inflation numbers Squawk Box Even with recent inflation news universally bad, Treasury Secretary Scott Bessent expects price pressures to ease soon, just in time for the new Federal Reserve chair to take over. Speaking Thursday to CNBC, Bessent said the energy-fed inflation surge recently is likely to reverse as the U.S. is "going to keep pumping" oil, easing the supply shock from the Iran war. "I firmly believe that nothing is more transient than a supply shock, and we can, we can look through that, because before the Iranian conflict began, core inflation was coming down," Bessent told CNBC's Joe Kernen from the sidelines of President Donald Trump's summit with his Chinese counterpart, Xi Jinping. "So I think core inflation will continue coming down." That hasn't been the recent trend, however. Separate readings this week showed that consumer prices jumped 0.6% in April — and still rose 0.4% even when focusing on core costs that exclude food and energy. Twelve-month inflation stood at 3.8% for inflation and 2.8% for core. Similarly, wholesale prices , a better indication of pipeline pressures, soared 1.4%, putting the 12-month level at 6%, the highest since late 2022. The inflation shock showed up in import and export prices as well, which also posted their highest levels in about four years. Bessent said he thinks there will be one or two more "hot inflation numbers, but then I think we're going to see substantial disinflation." The Treasury chief also noted that the "Warsh Fed" is about a begin, a reference to incoming Chair Kevin Warsh , who was confirmed Wednesday by the Senate and will start after current Chair Jerome Powell's term ends Friday. Bessent said he remains optimistic that this period is different than the last inflation surge in 2021-22. The prior move followed the Covid pandemic, which sparked unprecedented fiscal and monetary stimulus as w...

MoMo Productions/DigitalVision via Getty Images Back in early October of last year, I decided to downgrade shares of Utah Medical Products ( UTMD ) from a "Buy" to a "Hold." Even though the stock had been on the rise, I believed that a more cautious approach to the business was warranted. This was driven by continued financial weakness that the company exhibited and margin pressures reflecting an unfavorable product mix in Ireland. The company was still facing litigation associated with its Filshie Clips. But the expectation at the time was that this litigation would not be material to the company's financial performance. Since downgrading it, the stock has increased only slightly, rising 4.8% compared to the 7.2% rise that the S&P 500 achieved. And honestly, that kind of underperformance makes sense because, even though shares are incredibly cheap right now, fundamentals continue to deteriorate. If it weren't for the fact that the company has an incredible balance sheet, I would likely take a bearish stance on it. But for now, I think that maintaining it as a "Hold" is appropriate. Taking another look at Utah Medical Products At this time, the newest fundamental data that investors have regarding Utah Medical Products covers through the first quarter of the company's 2026 fiscal year . I wish I could say that we had comprehensive data. But even though management announced financial results for the quarter on April 23, they have not yet released their 10-Q. So we are missing some insights, most notably when it comes to operating cash flow. Keeping that in mind, one thing we can say confidently is that fundamentals have worsened for the firm somewhat. Take revenue as an example. It dropped 10.2%, declining from $9.7 million to $8.7 million. This was even though domestic sales were virtually flat year over year. This was thanks to a 47.4% surge in revenue associated with its Filshie device sales. Management even commented on this, mentioning that demand from U.S. medi...

美国劳工部周四公布的数据显示，截至5月9日当周，美国首次申请失业救济人数为21.1万人，较前一周增加1.2万人，略高于市场预期的20.5万人。 失业金申领仍处历史低位 尽管上周初请失业金人数有所上升，但仍处于历史低位水平，表明雇主普遍并未进行大规模裁员。数据还显示，截至5月2日当周的持续申领失业金人数上升至178万人，较前一周增加2.4万人。 劳动力市场呈现低招聘、低裁员状态 分析人士指出，当前美国劳动力市场处于一种低招聘、低裁员的状态，这使得失业率维持在4.3%的低位，但同时也让许多失业者在寻找新工作时面临困难。 美国4月非农就业报告显示，当月新增就业岗位11.5万个，表明就业市场仍具韧性。不过，持续的通胀压力以及与伊朗的战争带来的不确定性，正在对经济前景构成挑战。经济学家表示，能源价格上涨可能对部分行业造成冲击，未来需密切关注就业市场的进一步变化。 责任编辑：张俊 SF065

周四，伊朗官方媒体称近几小时内约 30 艘船只穿越霍尔木兹海峡，受此影响，油价下跌。 布伦特原油期货价格从此前每桶 107.13 美元的高点回落。格林尼治标准时间 14 点 22 分，布伦特原油期货（LCOc1）下跌 60 美分，跌幅 0.6%，报每桶 105.03 美元；美国西德克萨斯轻质原油期货下跌 52 美分，跌幅 0.5%，报每桶 100.50 美元。 霍尔木兹海峡是全球关键能源通道，自 2 月底伊朗战争爆发以来，该海峡基本处于关闭状态。 伊朗似乎已加强对海峡的管控，并与伊拉克和巴基斯坦达成协议，从该地区运输石油和液化天然气。 伦敦证券交易所集团的船舶跟踪数据周四显示，由日本炼油集团 ENEOS（5020.T）运营的一艘巴拿马籍原油油轮也已穿越该海峡，这是第二艘与日本相关的油轮成功通行。 国际能源署周三表示，由于全球原油库存正以前所未有的速度消耗，今年全球石油供应将供不应求。 美国能源信息署（EIA）数据显示，截至 5 月 8 日当周，受出口增长影响，美国原油库存减少 430 万桶，至 4.529 亿桶；但馏分油库存意外增加，与市场预期的库存减少相悖。 责任编辑：江学思

ROCm 7.0.0 vs. ROCm 7.2.3 Performance On The AMD Radeon AI PRO R9700 Phoronix

Welcome to Bloomberg’s Banking Monitor . Every Thursday we’ll deliver you the top news of the global banking industry with emerging trends, winners and losers and market opportunities. Sign up now if you’re not already on the list. JPMorgan Chase & Co. boss Jamie Dimon sat down with Bloomberg TV for an extensive interview that could fill this entire newsletter all by itself. The short version is that Dimon covered topics including war , global trade , market exuberance and artificial intelligence , just to name a few. The latter, he said, will change everything. It’s worth your time to watch the whole session . AI was indeed a dominant theme this week. At Charles Schwab, CEO Rick Wurster is planning to use AI to extend benefits usually reserved for wealthy clients to the less affluent. A Bank of Canada official extolled AI for its potential to increase output per hour worked, boost wages and save money for consumers. The soaring costs of AI are turning into a competitive barrier by making it more expensive for new Wall Street rivals to catch up — an advantage for established firms like Citadel Securities. Perhaps it’s time to go short on science fiction books, because AI is conjuring new realities faster than any author can dream up plot lines. Developers and financiers are talking about data centers in space , while Goldman Sachs foresees AI taking over the back office from humans and CME Group wants to start a futures market for computing power . That other important acronym, SRT, was also on a hot streak this week, with risk transfer deals being minted at a record pace in Europe. In Hong Kong, the risks, alas, have already landed and bankers are holding fire sales to extinguish record levels of bad debt. French banks won’t touch certain risks , specifically Marine Le Pen’s National Rally, so she’s seeking loans elsewhere on the continent. Looking backward, the 1970s are officially over: SEC officials want to abolish the “gag rule,” which for more than 50 years re...

designer491/iStock via Getty Images I'm 21 years old, almost done with my finance degree, and I recently started a new job that has a 401(k) plan. I opened the portal, saw the default target-date fund, and figured this was the part of personal finance I didn't have to think about as much. Set it, forget it, let compounding work for forty years, which has been the playbook nobody really questions. My current allocation is mostly equities, which is how every glide path works for someone my age. But then I started looking into the bond sleeve of the target-date fund my plan auto-enrolled me in, mostly because I was curious about what I was actually invested in. What I didn't expect was discovering that the bond side of this 'set-it-and-forget-it' product has quietly become one of the biggest indirect funding channels for the AI infrastructure boom in the process. Investment Thesis Oracle's ( ORCL ) 5-year credit default swap, essentially the cost to insure Oracle's debt against default, has been sitting near 200 basis points since the spring, breaking above its 2008 financial crisis peak. For context, the historical bull-market range for an investment-grade tech name like Oracle's 5-year CDS is 30 to 60 bps. Bond markets are pricing several times the normal level of credit risk on a company sitting on $553 billion of contracted backlog and 44% YoY cloud growth. Oracle CDS Spread (Factset) Yet the money building Oracle's and other companies' data centers often never hits their balance sheets. The chain runs through private credit structures and bond funds, including some of the largest core bond funds inside American retirement plans. Roughly 64% of all new 401(k) contributions flow into target-date funds, and those target-date funds hold their bond allocation through the same families of mutual funds buying this debt. What Hyperion Actually Is In October 2025, Meta ( META ) closed the largest private debt deal in history to fund a data center campus called Hyperion , i...

RLI ( RLI ) declares $0.18/share quarterly dividend , 12.5% increase from the prior dividend of $0.16. Forward yield 1.47% The company also declared a special cash dividend of $2.00 per share of common stock. Both dividends are payable on June 12, 2026, to shareholders of record as of May 29, 2026. RLI has increased its regular dividend in each of the past 51 years. Separately, the board also authorized a new share repurchase program of up to $250M of the company’s outstanding common stock. The company’s stock price was one of the factors in the board's decision to authorize the repurchase program. RLI shares +3.6%. See RLI Dividend Scorecard, Yield Chart, & Dividend Growth.

AMD confirms the FSR 4.1 will be available on RX 7000 GPUs this July Instant Gaming News

渤健公司股价周四盘前交易中一度上涨逾10%，尽管该公司公布的阿尔茨海默病实验性药物diranersen二期研究未能达到主要终点，但因生物标志物和认知改善数据的积极表现，公司仍宣布将推进至三期注册性临床开发。 二期数据喜忧参半 这项名为CELIA的二期研究共纳入416名早期阿尔茨海默病患者，评估了三种剂量的鞘内给药方案。结果显示，研究未能在第76周达到评估剂量反应关系的主要终点。 然而，在所有测试剂量下，diranersen均显示出对脑脊液tau蛋白及PET测量的tau病理指标的显著降低效果。对认知终点的预设分析表明，所有研究剂量均能减缓临床症状恶化，其中每24周给药60毫克的最低剂量组效果尤为突出。 市场看好新机制潜力 渤健决定推进diranersen进入注册性开发阶段。 RBC Capital Markets分析师表示，任何在阿尔茨海默病中显示出认知益处的新机制都可能是一个重大的长期胜利。BMO Capital Markets则称该认知益处是阿尔茨海默病药物开发的广泛积极信号。 Diranersen是一种反义寡核苷酸药物，旨在从源头减少tau蛋白生成，与主流靶向β淀粉样蛋白的疗法机制不同。FDA已于2025年授予该药物快速通道资格认定，完整数据将在2026年阿尔茨海默病协会国际会议上公布。 责任编辑：张俊 SF065

AMD is finally bringing FSR 4.1 upscaling to older graphics cards, starting this July Yahoo Tech

AMD is finally bringing FSR 4.1 upscaling to older graphics cards, starting this July PC Gamer

The Good Brigade/DigitalVision via Getty Images Since my first article on Novo Nordisk ( NVO ), the stock has risen by 21%. My initial thesis addressed the GLP-1 business, in which I believe Novo Nordisk's current product lineup to remain uncompetitive compared to their biggest peer, Eli Lilly, since tirzepatide's efficacy is far more effective than semaglutide. However, I believe this current disadvantage will be partially offset by the future pipeline. Both companies showed similar weight loss results with triple agonist solutions called zenogamtide and retatrutide . Assuming that supply constraints and sales channels do not significantly differ between the two, I think both companies should capture similar shares of market growth. Stock performance since last article (seekingalpha.com) On the occasion of Q1 earnings released last week, I want to share what changed since my initial article and why I am still not convinced of the stock, despite strong Q1 results. Q1 Results Overall, Novo Nordisk's Q1 results exceeded expectations. Sales decreased by only 4%, down to DKK 70 billion. This was mainly due to an 11% decrease in U.S. operations, which were impacted by lower realized prices due to the Most Favored Nation agreement. In 2027, I strongly believe these growth rates will be positive again, since the comparison between 2027 and 2026 both includes the impact of the Most Favored Nation agreement. Sales in China decreased by 10%, also due to lower prices. Note that reported sales were up 32%, but this increase was heavily impacted by a reversed provision and is therefore not indicative of sustainable business earnings. These negative impacts were partially offset by strong underlying fundamentals of new medications and growth in Europe. The Wegovy pill faced higher awareness than anticipated , as 1 million people out of 4 million in the entire weight loss segment are already making use of the pill. Cannibalization with Wegovy injections was moderate since 80% of W...

Apple Inc stock (US0378331005): Veteran analyst raises price target to $400 AD HOC NEWS

拉脫維亞總理希莉娜宣布辭職，她日前解除國防部長職務，隨之失去盟友政黨的支持。 希莉娜在電視講話中宣布辭職，意味她領導的聯合政府倒台。希莉娜不點名指責有政客，寧願選擇危機而非解決方法，又提到接獲多次對國防部的投訴，所以才決定將來自執政聯盟中進步黨的國防部長解職。希莉娜其後未有委任進步黨指派的人選接任防長，引發對方不滿。拉脫維亞總統周五將約見各黨派領袖磋商。 兩架烏克蘭無人機，上周四進入拉脫維亞並墜落一處油庫，國防部被指應對不力，引發廣泛不滿。烏克蘭解釋，無人機是受俄羅斯電子干擾，才偏離目標。

Looking at the universe of stocks we cover at Dividend Channel, on 5/18/26, Carlyle Group Inc (Symbol: CG) will trade ex-dividend, for its quarterly dividend of $0.35, payable on 5/28/26. As a percentage of CG's recent stock price of $49.74, this dividend works out to approxima

Looking at the universe of stocks we cover at Dividend Channel, on 5/15/26, Nuveen Real Asset Income and Growth Fund (Symbol: JRI) will trade ex-dividend, for its monthly dividend of $0.1335, payable on 6/1/26. As a percentage of JRI's recent stock price of $13.13, this dividen

Looking at the universe of stocks we cover at Dividend Channel, on 5/18/26, Eversource Energy (Symbol: ES) will trade ex-dividend, for its quarterly dividend of $0.7875, payable on 6/30/26. As a percentage of ES's recent stock price of $68.57, this dividend works out to approxi

Looking at the universe of stocks we cover at Dividend Channel, on 5/18/26, KLA Corp (Symbol: KLAC) will trade ex-dividend, for its quarterly dividend of $2.30, payable on 6/2/26. As a percentage of KLAC's recent stock price of $1877.08, this dividend works out to approximately

格隆汇5月14日｜美国商务部普查局公布4月美国零售销售数据。虽然数据本身大致符合市场预期，但加油站、杂货店的零售额上升，体现出零售数据的提升更多反映出汽油、果蔬价格的上涨，而非美国消费者正在购买更多商品。

Looking at the universe of stocks we cover at Dividend Channel, on 5/15/26, Eaton Vance Risk-Managed Diversified Equity Income Fund (Symbol: ETJ) will trade ex-dividend, for its monthly dividend of $0.0651, payable on 5/29/26. As a percentage of ETJ's recent stock price of $8.5

太空探索公司直觉机器周四公布了创纪录的季度业绩，营收同比飙升近三倍，调整后EBITDA首次转正。然而，这份亮眼的财报却未能提振股价，公司股价在盘前交易中反而下跌。 业绩全面超自身预期，却未达市场期望 财报显示，直觉机器第一季度营收达到1.867亿美元，约为去年同期6250万美元的三倍，主要得益于对Lanteris Space Systems的收购以及CLPS、OMES等项目合同的顺利执行。公司还实现了创纪录的270万美元正调整后EBITDA，季度末积压订单高达11亿美元，较2025年底增加了8.42亿美元。 然而，市场此前对公司的期望更高。据分析机构数据，分析师普遍预期营收为2.36亿美元，实际数字较预期低了约7.5%。每股亏损达0.25美元，也远高于市场预期的0.04美元亏损。尽管公司实现了同比大幅增长，但未能“跑赢”华尔街的高预期，让部分投资者感到失望。 扩张步伐中的执行风险引发谨慎情绪 除了业绩数字未达预期，投资者还对公司的激进扩张持谨慎态度。公司在第一季度完成了对Lanteris价值8亿美元的收购，并签署了收购英国Goonhilly Earth Station的最终协议，旨在打造从太空到地面的垂直整合服务能力。 分析人士指出，这些大规模收购虽然描绘了宏伟的增长蓝图，但也带来了整合风险、现金流压力以及监管审批的不确定性。财报显示，公司本季度经营现金流为负5480万美元，自由现金流为负6460万美元，这进一步加剧了市场对公司短期财务状况的担忧。多重因素叠加，导致直觉机器股价在业绩发布后高开低走，上演了“叫好不叫座”的行情。 责任编辑：张俊 SF065

Robo.ai ( AIIO ) skyrocketed in early trading after the company's Neurovia AI unit launched NeuroStream, which it described as an AI-native visual data platform designed to serve the physical AI and machine economy ecosystem by enabling high-fidelity video data compression with low bandwidth and power consumption. NeuroStream was noted to use a bitmap vectorization algorithm to convert conventional video into a compact, machine-optimized format that preserves original resolution and frame rate while cutting file size dramatically, targeting data-intensive uses such as autonomous driving, robotics, smart cities, industrial AI, and global intelligent networks. Internal testing cited in the release shows a 5.5 GB 4K 60fps video compressed to 278 MB, about a 95% reduction, without losing core visual information, which the company says helps maintain data authenticity for regulated and mission-critical environments. The platform was also said to enhance the signal-to-noise ratio to improve machine-vision recognition accuracy and AI computational efficiency on compressed data. Looking ahead, Neurovia plans to introduce the NeuroStream platform progressively to core application scenarios, including autonomous driving, robotics, smart cities, industrial AI, and global intelligent networks Robo.ai ( AIIO ) was up 40% at 10:16 a.m., although it still trades sharply below its previous highs. More on Robo.ai Inc. Robo.ai to execute 1-for-20 reverse stock split Financial information for Robo.ai Inc.

Looking at the universe of stocks we cover at Dividend Channel, on 5/18/26, Brunswick Corp. (Symbol: BC) will trade ex-dividend, for its quarterly dividend of $0.44, payable on 6/15/26. As a percentage of BC's recent stock price of $80.17, this dividend works out to approximate

Micron Rallied 90% In A Month: 10 Small-Cap Stocks Blew Past It - Replimune Group (NASDAQ:REPL), Rackspac Benzinga

Quebecor press release ( QBCRF ): Q1 Non-GAAP EPS of $0.97. Revenue of $1.4B (+4.5% Y/Y). More on Quebecor Quebecor Inc. (QBR.A:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Quebecor Dividend scorecard for Quebecor Financial information for Quebecor

Taiwan Semiconductor is developing a 'three-layer cake' architecture for AI chips. 富途牛牛