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FilippoBacci Wall Street’s major market averages advanced on Thursday as investors looked ahead to updates on U.S.-China diplomatic talks. The blue chip Dow ( DJI ) was +0.6%, the benchmark S&P 500 ( SP500 ) was +0.4%, and the tech focused Nasdaq Composite ( COMP:IND ) was +0.3%. On a sector-by-sector basis, nine of the 11 S&P segments were up in the green, with info tech at the top. At the other end of the spectrum, materials has been the weakest segment. U.S. President Donald Trump met Chinese leader Xi Jinping in Beijing on Thursday morning, launching a high-stakes summit expected to span two days and focus on trade, tariffs, Taiwan, and Iran. U.S. Treasury yields were little changed. The 10-year Treasury yield ( US10Y ) slid 2 basis points to 4.44%, while the 2-year Treasury yield ( US2Y ) was near even at 3.97%. The 30-year Treasury yield ( US30Y ) slipped 2 basis points to 5.00%. On the economic front, the U.S. import and export prices jumped more than expected in April. The initial jobless claims rose past consensus in the past week, and the April U.S. retail sales growth slowed from March's spike, as expected. As for stocks that were on the move, shares of Cisco Systems ( CSCO ) pushed higher by 13.6%, while shares of Albemarle ( ALB ) fell 6.1%. More on markets Fed’s favorite inflation gauge seen running at more than double target rate Hot CPI and PPI reports ignite new inflation fears 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

Baiploo/iStock via Getty Images I am maintaining Nvidia Corporation ( NVDA ) with a Buy heading into Q1 '27 earnings on Wednesday, May 20 , after the close. My last thesis from early March was that the post-Q4 selloff to $184.89 was the market overreacting to a clean print and that the underlying demand signal would resolve the consolidation to the upside. I think it is what we're already seeing play out, with Nvidia gaining momentum, up over 22% and outperforming the market, while the S&P 500 ( SP500 ) is up only 7.7% over the same period. Seeking Alpha I think the setup in this print is the most favorable one we have seen since the August 2025 quarter. The market is ready to reward Nvidia's progress on the upcoming Vera Rubin rather than punish it. Consensus The market is expecting revenue for the quarter at $78.5 billion , EPS of $1.77, and a non-GAAP gross margin of 74.52%, down from 75.2% in the prior quarter. Data center revenue is expected to be about $73.1 billion, while gaming is forecasted to hit $3.5 billion. The Q4 print delivered $68.1 billion in revenue and $1.62 in EPS, meaning expectations are for another $10.8 billion in sequential growth in data centers, almost exactly matching the record $11 billion sequential jump the company delivered last quarter. Still, expectations are even higher from Goldman Sachs' Jim Schneider, who is expecting $80 billion in revenue for the quarter, another $87.68 billion in 2Q, and EPS of $1.86 and $2.05, respectively. Citi is also at $80 billion for the quarter, around $1.4 billion above consensus, $89 billion for Q2, again above expectations of $87 billion, and $284 billion for the full year, on: “increased shipments and product mix optimization…Our upward revision of GPU revenue (about $16 billion higher) mainly reflects changes in shipment assumptions. We anticipate that, between fiscal 2026 and 2027, AI GPU sales will account for an average of 70% to 80% of Nvidia’s total data center revenue, with the remainder mai...

Baiploo/iStock via Getty Images I am maintaining Nvidia Corporation ( NVDA ) with a Buy heading into Q1 '27 earnings on Wednesday, May 20 , after the close. My last thesis from early March was that the post-Q4 selloff to $184.89 was the market overreacting to a clean print and that the underlying demand signal would resolve the consolidation to the upside. I think it is what we're already seeing play out, with Nvidia gaining momentum, up over 22% and outperforming the market, while the S&P 500 ( SP500 ) is up only 7.7% over the same period. Seeking Alpha I think the setup in this print is the most favorable one we have seen since the August 2025 quarter. The market is ready to reward Nvidia's progress on the upcoming Vera Rubin rather than punish it. Consensus The market is expecting revenue for the quarter at $78.5 billion , EPS of $1.77, and a non-GAAP gross margin of 74.52%, down from 75.2% in the prior quarter. Data center revenue is expected to be about $73.1 billion, while gaming is forecasted to hit $3.5 billion. The Q4 print delivered $68.1 billion in revenue and $1.62 in EPS, meaning expectations are for another $10.8 billion in sequential growth in data centers, almost exactly matching the record $11 billion sequential jump the company delivered last quarter. Still, expectations are even higher from Goldman Sachs' Jim Schneider, who is expecting $80 billion in revenue for the quarter, another $87.68 billion in 2Q, and EPS of $1.86 and $2.05, respectively. Citi is also at $80 billion for the quarter, around $1.4 billion above consensus, $89 billion for Q2, again above expectations of $87 billion, and $284 billion for the full year, on: “increased shipments and product mix optimization…Our upward revision of GPU revenue (about $16 billion higher) mainly reflects changes in shipment assumptions. We anticipate that, between fiscal 2026 and 2027, AI GPU sales will account for an average of 70% to 80% of Nvidia’s total data center revenue, with the remainder mai...

This morning a "Potential Dividend Run Alert" went out for NU Skin Enterprises, Inc. (NYSE: NUS), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" an

國家主席習近平，與國事訪問中國的美國總統特朗普舉行會談。期間中方提出將構建「中美建設性戰略穩定關係」，作為中美關係新定位。在北京，外交部表示，雙方對此達成共識，中方願同美方一道，共同推動中美關係穩定健康可持續發展。 外交部發言人郭嘉昆稱：「今天上午，習近平主席同特朗普總統舉行會談，雙方就構建中美建設性戰略穩定關係新定位，達成共識，為未來三年乃至更長時期的中美關係，提供戰略指引。建設性戰略穩定應該是合作為主的積極穩定、競爭有度的良性穩定、分歧可控的常態穩定、和平可期的持久穩定。中方願同美方一道，將中美關係新定位，轉化為相向而行的行動，共同推動中美關係穩定健康可持續發展。」

This morning a "Potential Dividend Run Alert" went out for Brookfield Infrastructure Partners LP (NYSE: BIP), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Divi

This morning a "Potential Dividend Run Alert" went out for FactSet Research Systems Inc. (NYSE: FDS), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run

This morning a "Potential Dividend Run Alert" went out for DNP Select Income Fun (NYSE: DNP), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway

Chinese President Xi Jinping raised the “Taiwan question” early in his summit with US counterpart Donald Trump on Thursday, warning that any mishandling of the critical issue could lead to conflict and push relations into an “extremely dangerous situation”. Xi’s messaging on Taiwan was tougher in tone than during their last Beijing summit in 2017, analysts noted. They suggested that managing this issue would be the primary factor for ensuring what the Chinese leader called “constructive...

SBC Medical Group Holdings press release ( SBC ): Q1 GAAP EPS of $0.11. Revenue of $43M (-9.1% Y/Y). More on SBC Medical Group Holdings SBC Medical announces pricing of 3.1M share secondary offering by selling stockholder SBC Medical Group GAAP EPS of $0.14 beats by $0.03, revenue of $39.57M misses by $5.87M Seeking Alpha’s Quant Rating on SBC Medical Group Holdings Historical earnings data for SBC Medical Group Holdings Financial information for SBC Medical Group Holdings

财联社5月14日讯（编辑 史正丞） 北京时间周四晚间，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。 （来源：美国普查局） 数据显示，4月美国零售销售环比增长0.5%，达到7571亿美元，符合事前一致预期；较修订后3月数据（1.7%→1.6%）有所回落。 值得注意的是，美国零售数据仅做季节性调整，不进行通胀调整，所以销售额的增长可能反映的是价格上涨而非销售量增加。前两天发布的数据显示， 美国4月CPI环比增涨0.6%，同比涨幅达到3.8%；作为通胀先导指标的4月PPI更是环比激增1.4%，同比数据更是达到6%。 零售报告的具体分项也在暗示这一变化。 受到中东战争推高油价影响， 美国4月加油站零售额环比增加2.8%，较去年4月的同比涨幅更是达到20.9% ；食品杂货店的支出也大幅上升，可能反映当月食品价格的上升。 除此之外，体育用品和在线电商的销售额也在4月走高，但 家具店（环比-2%）、汽车经销商（-0.5%）、百货商店（-3.2%）和服装店（-1.5%）的销售额下降 。这或许说明油价激增正迫使美国消费者减少部分耐用消费品的购买。 家电和电子产品商店的销售额在4月上涨的1.4%，尽管该行业已经发出警告。 大型家电制造商惠而浦的CFO罗克珊·沃纳上周曾表示， 家电需求已“降至衰退级别的低点”，并指出消费者信心不足是主要原因。 控制组销售数据（用于政府对季度GDP中商品支出的计算）环比增长0.5%，高于经济学家的事前预期。这项指标剔除餐饮服务、汽车经销商、建材商店和加油站。 延续过去几个月的经济逻辑，股市上涨和超预期的退税在一定程度上缓解了通胀冲击，但目前尚不清楚这种情况能在多大程度上维持消费需求。 BMO资本市场高级经济学家萨尔·瓜蒂耶里（Sal Guatieri）对此表示：“强劲的股市涨势正在支撑K型复苏上层群体的消费，抵消了处于下层、正艰难应对燃油、交通和食品成本上涨人群的消费回落。” eToro美国投资分析师Bret Kenwell评论称：“4月零售数据呼应了数周来我们在企业电话会议上听到的情况：尽管汽油价格飙升，美国消费者依然具有韧性。但是， 燃料价格的飙升通常需要几个月才能反映到家庭预算中，因此如果能源成本保持高位，今...

北京时间5月14日晚，美股周四早盘继续上扬。纳指与标普500指数一度创盘中历史新高。市场关注 思科 强劲财报以及中美高层会谈。美国4月进出口价格均创下多年新高。 道指涨255.31点，涨幅为0.51%，报49948.51点；纳指涨90.45点，涨幅为0.34%，报26492.79点；标普500指数涨28.55点，涨幅为0.38%，报7472.80点。 思科股价飙升，此前这家软件巨头公布的第三财季业绩和指引均超出华尔街预期，并宣布将裁减近4000个工作岗位。 思科的上涨提振了道指，使其在周四早间一度重新站上今年早些时候触及的50000点水平。 思科、英伟达以及 亚马逊 都支撑了道指的反弹——思科和亚马逊在过去两个月中上涨了30%，而英伟达上涨了25%。道指的这轮上涨发生之际，中东冲突仍在持续，油价居高不下导致投资者对通胀的担忧加剧。 据一位白宫官员透露，伊朗是周四中美首脑峰会期间讨论的一个主要话题，双方同意霍尔木兹海峡必须保持畅通。 在之前的交易中，尽管投资者正在消化又一份高于预期的通胀报告，标普500指数和 纳斯达克 综合指数仍创下了新的盘中及收盘历史纪录。 虽然对能源价格上涨的担忧继续拖累市场其他板块，但科技股——尤其是英伟达和 美光 科技等半导体公司——推动了周三的市场反弹。 展望未来，著名投资者Creative Planning公司CEO Peter Mallouk认为，芯片制造商可能还有更大的上涨空间。 Peter Mallouk表示：“这在很大程度上是一个由科技驱动的、非常非常漫长的牛市……这种增长源于预期的盈利。这并非真正的投机泡沫。我认为芯片制造商作为一个整体实际上被低估了，因为这是一个大趋势……似乎我们有如此多的需求等待着供应去满足，因此还有很大的发展空间。” 经济数据面，4月零售销售符合预期，初请失业金人数加速上升。 周四公布的经济数据显示，美国4月零售销售如期增长，而首次申请失业救济人数则略高于预期。 美国商务部报告称，经季节性调整但未剔除通胀因素后，4月零售销售额环比增长0.5%，与 道琼斯 预期相符。剔除汽车后，零售销售增长0.7%，较预期低0.1个百分点。 尽管零售销售大体符合预期，但整体数据受到了能源价格飙升的显著提振——加油站销售额增长了2.8%，成为所有类别中涨幅最大的板块。 在失业救济金申领方面，美国劳工部报告称，截至5月9日当周，...

BXDC starts trading on May 14.

格隆汇5月14日｜伊朗战争为俄罗斯带来了进一步的利好，俄罗斯乌拉尔原油出口混合油的计税价格本月达到了自2023年10月以来的最高水平。根据俄罗斯税务部门的数据，财政部将基于平均每桶94.87美元的乌拉尔油价和76.938卢布兑1美元的汇率，计算5月份石油生产商的税收。这相当于每桶近7300卢布，较上月增长18%，较去年同期增长60%。

Earnings Call Insights: MariMed Inc. (MRMD) Q1 2026 Management View "Last night, we reported first quarter 2026 revenue of $39.5 million and positive adjusted EBITDA of $3.6 million. Additionally, we once again generated positive cash flow from operations." (Co-Founder, CEO, President, Secretary, Treasurer & Director Jon Levine) "We grew quarter-over-quarter wholesale revenue in Illinois by 25% and in Delaware by 13%, widening our leadership position in Delaware, where we are already the #1 wholesaler." (CEO Levine) "Betty's Eddies was once again the #1 selling edible across Illinois, Massachusetts, Maryland and Delaware combined." (CEO Levine) "In Pennsylvania, our licensing partner is awaiting state approval of our products and packaging." (CEO Levine) "In New York, we remain on schedule with our plan there. Construction has begun on the processing kitchen we are building with our licensed partner in the Bronx." (CEO Levine) "We are forecasting licensing revenue generation in both states early next year, while doing everything in our control to help speed up this time line." (CEO Levine) "Our dispensary footprint will expand in Ohio first, where we're leveraging our second retail license there to open a new Thrive location in the Columbus area. We anticipate that store will open before the end of the year." (CEO Levine) "Revenue for Q1 was $39.5 million, reflecting expected seasonal softness sequentially while continuing to grow year-over-year." (Chief Financial Officer Mario Pinho) Outlook "We are forecasting licensing revenue generation in both states early next year." (CEO Levine) "There are still many questions to be answered about the rescheduled." (CEO Levine) "Near term, it locks in the elimination of 280E-related taxes for medical portion of our business." (CEO Levine) "Approximately 20% of our first quarter retail revenue were medical sales. Therefore, this change should drive an immediate benefit from a tax perspective." (CFO Pinho) "We're very intereste...

Micron Technology stock (US5951121038): Memory chip demand drives sector recovery AD HOC NEWS

格隆汇5月14日｜美国4月份零售销售额连续第三个月增长，这表明尽管汽油价格大幅上涨，但消费者仍展现出一定的韧性。美国商务部周四公布的数据显示，继3月份修正后增长1.6%之后，4月份零售额增长0.5%。由于这些数据未根据通货膨胀进行调整，因此零售额增长可能更大程度上反映出的是价格上涨，而不是销售量增加。13个类别中有9个实现增长。体育用品店、网络商家和电子产品门店4月份销售额上升。汽车销售下降。随着伊朗战争将汽油价格推至2022年以来最高水平，加油站收入增长2.8%。消费者在食品杂货店的支出也稳固上升，可能反映出当月食品价格飙升。

格隆汇5月14日｜AI光互联龙头POET Technologies大涨超30%，领涨光通信概念股，Lumen Technologies涨超9%，MaxLinear涨超近6%，迈威尔科技涨4.4%，博通涨2.8%。 消息面上，POET Technologies宣布与Lumilens达成一项战略供应与联合开发协议，旨在利用光电中介层(EOI)平台推进下一代人工智能光网络的晶圆级光子集成技术。Lumilens基于EOI的引擎首批采购订单金额为5000万美元，双方约定的合作关系有望使五年内累计采购额超过5亿美元。(格隆汇)

Q1 net loss from restructuring charges pressures Intel stock to the downside Traders Union

guvendemir/E+ via Getty Images As part of their Blue Sky collaboration, United Airlines ( UAL ) and JetBlue ( JBLU ) are giving eligible travelers reciprocal perks and mileage benefits on either carrier’s loyalty programs. This integration of both carriers’ loyalty programs follows the successful launch of JetBlue ( JBLU ) and United’s ( UAL ) interline agreement, enabling travelers to earn miles and book flights on either’s website. TrueBlue and MileagePlus members can now receive benefits such as priority booking and check-in on either carrier’ flights, complimentary preferred seating selection, one free checked bag plus priority bag handling, and same-day standby options. The partnership not only enables travelers to enjoy perks from either carrier and book flights on either the JetBlue ( JBLU ) or United ( UAL ) website but also travel with a single connected interline ticket. More on JetBlue Airways, United Airlines JetBlue Airways Corporation (JBLU) Q1 2026 Earnings Call Transcript JetBlue Airways Corporation 2026 Q1 - Results - Earnings Call Presentation United Airlines Holdings, Inc. (UAL) Q1 2026 Earnings Call Transcript United-American Airlines merger idea showed 'bold vision' - pilot union chief JetBlue adds more routes out of Fort Lauderdale as it looks to fill the Spirit void

Nvidia, Tesla, Boeing & More: Wall Street Stocks Under Traders' Lens Amid Xi-Trump Meeting NDTV Profit

Skyimages/iStock Editorial via Getty Images Cirrus Logic ( CRUS ) reported its FY-2026 results on May 6. Record revenue for both the year and quarter headlined the numbers. Yet, continuing with our recent theme, the deeper message dwarfed the financial results. Management highlighted Apple's ( AAPL ) inclusion of Cirrus within its future vendor list. Even more important for us was the constant mention of battery enhancing products, a category mentioned many times in past conferences. But, in this call, the message was loud and clear, the company has been green lighted to begin earnest development of this product category. It likely was Apple. This continues our coverage of Logic, our last being Extra! Extra! Read All About It: Cirrus Logic's Largest Customer Just Tagged It . In this last article, we outlined possible values of the new part Apple tagged Cirrus to build. During the March call, we gained tremendous detail on product timing and functionality and more. What needs to be answered or at least tried to answer is valuation. A perfect example of this need comes with the recent moves with Intel ( INTC ), a company we strongly supported, yet no longer can at plus one hundred P/E or more accuartely, no P/E. Cirrus almost doubled in the past ten months. Is it too high, over price so to speak? Is it like a $10,000 piece of prime beef or something else? Let's go take a look! The Quarter We begin, generally writing, with a review of a very nice financial year. In bullet form, management reported , $2.0B for FY-26. (A record) Up 5% year over year $448M for the March Quarter. Earnings of $9.26 non-GAAP. (A record) Up 23% year over year. Much of the 23% increase came from one time events such as lower taxes rates. Earnings for the March Quarter of $1.95. (A record) The breakdown between Audio and HPMS was 58% vs. 42%. Guidance for the June Quarter was "$430 million to $490 million, up three percent sequentially and up 13 percent year over year at the midpoint." When ask...

马来西亚国防部长哈立德14日说，由于挪威单方面撤销了出口一款海军导弹系统的许可，马方将向挪威方面索赔，并考虑采取法律行动。（新华社）

STORY: The U.S. has cleared around 10 Chinese firms to buy Nvidia's second-most powerful AI chip, the H200. That's according to three sources speaking to Reuters. But they said not a single delivery has been made so far. It's left a major tech deal in limbo as CEO Jensen Huang looks for a breakthrough in China this week. A source said Huang joined the US delegation to Beijing after a late invitation from Donald Trump. The U.S. President picked him up in Alaska en route to a summit with Chinese President Xi Jinping. Huang's presence raised hopes the trip could finally unlock stalled efforts to sell the H200 chips in China. Sources said the U.S. Commerce Department has approved around 10 Chinese companies to buy the H200. Those firm include Alibaba, Tencent, ByteDance and JD.com, and some distributors like Lenovo and Foxconn. The sources added buyers can buy either directly from Nvidia or through those intermediaries. And each approved customer can purchase up to 75,000 chips under the U.S. licensing terms. A spokesperson for the U.S. Department of Commerce declined to comment. Chinese authorities didn't respond to requests for comment either. Huang told state broadcaster CCTV on Thursday he hoped Trump and Xi would build on their good relationship during talks in Beijing. One source said deals have stalled despite U.S. approval as Chinese firms have pulled back after guidance from Beijing. They added the shift in China was partly caused by changes on the U.S. side, though it isn't clear what exactly shifted. A separate source said pressure is mounting in Beijing to block or tightly vet the orders. Beijing's hesitation reflects strategic thinking as the government fears imports could weaken a push to develop homegrown AI chips. China's AI chips still lag behind Nvidia. But local firms like DeepSeek have promoted their reliance on domestic chips, including those developed by Huawei.

格隆汇5月14日｜安哥拉中央银行将基准贷款利率下调50个基点，至17.00%。

Tournament will feature six men’s and women’s teams Grand final at Brentford’s Gtech Community Stadium A rugby union version of the Hundred aimed at attracting younger fans to the sport is to be launched in September. The world’s leading sevens players, possibly bolstered by some exciting up-and-coming 15s talent, have been contracted to play in the Ultimate Sevens Championship which will involve events in Spain, Wales and France followed by a grand final at Brentford’s Gtech Community Stadium in west London on 24 September. The new tournament will feature six men’s and women’s teams with an initial player salary budget of £2m. The top 75 players on the world sevens circuit have already been recruited to represent one of six squads representing six different global regions with the aim of attracting future individual franchise investment. “We’ve secured incredible host city locations, committed the sport’s top athletes and signed partners who genuinely understand what we’re building,” said Barney Pascall, the managing director of Ultimate Sevens. The fast-paced concept, which has received the blessing of World Rugby and all the major unions, has been designed to show sevens in a new light via an abbreviated one-day format incorporating some interesting innovations. All games will be sudden death and last just 10 minutes, with each side permitted to call one timeout per game instead of the traditional half-time break. There will also be the opportunity to earn extra points by kicking conversions from wider out rather than in front of the posts to add further jeopardy, with the former GB Olympic men’s sevens captain Tom Mitchell among those involved. He believes the tweaked format will make the action even more attractive and marketable. “It’s a format which we think fits with the demand that exists today,” he said. “That’s what’ll make this sing. Underpinning it is that these will be the best sevens players in the world. Our ability to get those players in is key.” T...

CNBC与SurveyMonkey联合发布的最新调查显示，约三分之二的美国劳动者曾出于道德、环境、隐私或其他方面的顾虑而回避使用人工智能工具。这一数据揭示了在AI技术迅猛普及的当下，普通员工与企业高管之间存在的显著认知鸿沟。 多元顾虑并存 调查发现，员工回避AI的原因是多元的。隐私问题是男女受访者共同的主要顾虑，各有37%的员工因此对AI敬而远之。此外，约28%的劳动者因道德或伦理问题拒绝使用AI，还有相当比例的受访者认为AI输出结果不够准确或实用。值得注意的是，调查还发现了明显的性别差异：约半数女性受访者认为在工作中使用AI“感觉像作弊”，而男性持此观点的比例明显较低。 信任危机与企业对策 这种普遍的回避态度构成了AI落地过程中的软性障碍。与一线员工的观望和不信任形成对比的是，高达89%的人力资源领导者认为AI将在2026年对就业市场产生重大影响。然而调查显示，仅有13%的美国劳动者表示其雇主提供了任何形式的AI培训，巨大的技能鸿沟进一步加剧了员工的焦虑与不信任感。 分析人士指出，随着AI深入渗透职场，企业若不能有效解决数据隐私、算法偏见及职业替代等伦理关切，并提供必要的培训支持，AI技术所带来的生产力红利或将大打折扣。 责任编辑：张俊 SF065

格隆汇5月14日｜印度对黄金进口实施进一步限制。

A group of likely Russian government hackers tried to hack a security researcher who investigates spyware attacks. He was then able to turn the tables on the hackers and reveal details of their espionage campaign.