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NODE Monthly Commentary: April 2026

Seeking Alpha 📅 05/14 17:05
Vertigo3d/E+ via Getty Images VanEck Onchain Economy ETF ( NODE ) returned +24.8% in April 2026, the strongest month since launch, as AI compute and energy transition names drove broad-based outperformance. VanEck Bitcoin ETF (“ HODL ,” or the “Trust”): An investment in HODL is subject to significant risk and may not be suitable for all investors. The value of Bitcoin is highly volatile, and you c...

Should Eli Lilly Investors Worry About Its Newest Rival -- From Within?

The Motley Fool 📅 05/14 17:05
Eli Lilly (NYSE: LLY) has become the leader in a market marching toward the $100 billion mark. I'm talking about the weight-loss drug market, expected to reach that level early next decade from a value of about $40 billion today. This is thanks to a type of product you might have heard about in recent times: the GLP-1 drug. Lilly is the maker of tirzepatide, sold as Mounjaro for type 2 diabetes an...

The Top Defense Stock to Buy in May

The Motley Fool 📅 05/14 17:05
President Donald Trump caused quite a stir last month when he floated a 2027 defense budget of $1.5 trillion. That's almost double the $892.6 billion he asked for last year. If he gets the full amount from Congress, it would be the largest year-over-year increase in defense spending since World War II. Whatever you think of that amount, the U.S. isn't the only country looking to bolster its defens...

Cisco Stock Was Once an Internet Darling, Earnings Show It’s Now an AI Winner

Yahoo 📅 05/14 17:05 META.O
Cisco stock could be a big artificial intelligence winner. Cisco said it has taken $5.3 billion of artificial-intelligence infrastructure orders from hyperscalers so far this fiscal year and raised its full-year expectations to orders of $9 billion, up from $5 billion. “Massive déjà vu here from 1990s—but it actually could be just beginning for Cisco as their investments in silicon and optics pay ...

Chime Finally Turns Profitable—But Risks Remain

Marketbeat 📅 05/14 17:05
Chime Financial delivered its first profitable quarter as revenue growth, margin expansion, and loan growth strengthened the fintech’s future prospects.

Stock Movers: Burberry, 3i, Watches of Switzerland (Podcast)

Bloomberg 📅 05/14 17:04
Source: Bloomberg, 4:11

Goldman Sachs Just Added UnitedHealth (UNH) to Its Conviction List. Here's Why the Stock Could Soar.

Nasdaq 📅 05/14 17:04
Key PointsGoldman Sachs believes that UnitedHealth is near an inflection point in its Medicare Advantage underwriting cycle.

Q260821C00135000 互動股市圖表 | Q Aug 2026 135.000 call 股市 - Yahoo 財經

Yahoo 📅 05/14 17:03
Q260821C00135000 互動股市圖表 | Q Aug 2026 135.000 call 股市 Yahoo 財經

央行:2026年4月末社会融资规模存量456.89万亿元,同比增7.8%

格隆汇 📅 05/14 17:03
格隆汇5月14日|央行公布4月金融统计数据报告,初步统计,2026年4月末社会融资规模存量为456.89万亿元,同比增长7.8%。其中,对实体经济发放的人民币贷款余额276.9万亿元,同比增长5.6%;对实体经济发放的外币贷款折合人民币余额1.13万亿元,同比下降3.8%;委托贷款余额11.23万亿元,同比下降0.1%;信托贷款余额4.67万亿元,同比增长7.4%;未贴现的银行承兑汇票余额2.2万...

中国1-4月社融增量154500亿元,低于预期

格隆汇 📅 05/14 17:03
格隆汇5月14日丨央行:初步统计,2026年前四个月社会融资规模增量累计为154500亿元,比上年同期少8930亿元;预期161420亿元,前值148300亿元。 其中,对实体经济发放的人民币贷款增加8.5万亿元,同比少增1.29万亿元;对实体经济发放的外币贷款折合人民币增加1036亿元,同比多增2134亿元;委托贷款减少941亿元,同比多减994亿元;信托贷款增加3亿元,同比少增451亿元;未贴...

2026成都国际友城合作与发展大会开幕

第一财经 📅 05/14 17:03
2026年5月14日,2026成都国际友城合作与发展大会在成都开幕。大会以“开放共赢,合作致远”为主题,由成都市人民政府主办,成都市人民政府外事办公室承办,来自全球28个国家的37个友城政府代表团和5个国际组织代表团参会。 开幕式上,签署了成都市及都江堰市、大邑县与尼加拉瓜马拉瓜市、南非约翰内斯堡市、柬埔寨西哈努克市、马来西亚石隆门县等友好合作城市结好及深化合作协议4项,发布了《成都—友城经贸合作...

中国4月M2同比8.6%,高于预期

格隆汇 📅 05/14 17:03
格隆汇5月14日|中国4月M2余额353.04万亿元,同比增长8.6%,预期8.5%,前值8.5%;M1余额114.58万亿元,同比增长5%,预期5.2%,前值5.1%;M0余额14.75万亿元,同比增长12.2%,前值12.5%。

中国1-4月新增人民币贷款85900亿元,低于预期

格隆汇 📅 05/14 17:02
格隆汇5月14日丨央行公布4月金融统计数据报告,4月末,本外币贷款余额284.29万亿元,同比增长5.5%。月末人民币贷款余额280.5万亿元,同比增长5.6%。前四个月人民币贷款增加8.59万亿元(预期89500亿元,前值86000亿元)。分部门看,住户贷款减少4902亿元,其中,短期贷款减少6102亿元,中长期贷款增加1199亿元;企(事)业单位贷款增加8.99万亿元,其中,短期贷款增加3.6...

大摩:亚洲准备好捕捉全球AI资本支出激增机遇,列出最新主题焦点股名单

格隆汇 📅 05/14 17:02
格隆汇5月14日|摩根士丹利发表报告指,亚太股市继续受惠于指数在运算、大宗商品及资本品方面的倾斜。人工智能资本支出的激增正推动人工智能赋能者的盈利增长,但该行亦看到涵盖国防及经济安全领域的更广泛资本开支项目,正在带动工业及大宗商品的机遇。 报告称,亚洲具上游优势,已准备好捕捉全球AI资本支出激增带来的益处,以及能源安全与国防领域公共开支仍在积聚的上升趋势。按经济风险敞口组别拆解,该行发现亚洲/新兴...

Global semiconductor output to reach USD 1.5 trillion by 2030 on AI advancements - ANI News

Google 📅 05/14 17:02 TSM.N
Global semiconductor output to reach USD 1.5 trillion by 2030 on AI advancements ANI News

特朗普訪華|兩國元首檢閲三軍儀仗隊 特朗普讚歡迎儀式小朋友表現可愛

无线新闻 📅 05/14 17:01
國家主席習近平跟到訪的美國總統特朗普舉行會談。而在會面前,國家主席習近平在人民大會堂舉行儀式,歡迎來華進行國事訪問的美國總統特朗普。 美國總統特朗普的車隊,在警車開路下,經過天安門,國家主席習近平到人民大會堂東門外廣場等候。特朗普的專車,上午10時許抵達人民大會堂,特朗普下專車, 習近平與他握手致意,特朗普多次輕拍習近平手背。 之後,特朗普與多名中方官員逐一握手,包括中共中央政治局常委蔡奇,外長王...

美元因美联储加息概率上升走强

新浪 📅 05/14 17:01
周四美 元保 持坚挺,受美债收益率走高支撑,投资者开始计入美联储今年加息的预期。 中国在岸人民币交投于三年高位附近;离岸人民币兑美元连续第八个交易日走强,报 6.7845。 周四美元持稳,欧元兑美元小幅变动至 1.1717,本周料下跌 0.6%,为两个月最大跌幅。 美元指数(一篮子货币加权)最新报 98.48,本周迄今涨幅超 0.6%,创下伊朗战争爆发以来最佳周度表现。 美元兑日元回吐早盘涨幅,小...

极力上杠杆、给孩子开户 一骑绝尘的涨势在韩国引发炒股狂潮

新浪 📅 05/14 17:00 GOOG.OMETA.O
规模4.6万亿美元的韩国股市一眼望去,全是亢奋的迹象。 一年暴涨200%,把全球其他所有股市都远远甩在后头,令韩国民众心旌摇荡,他们正在借入创纪录的资金来增加股市押注。交易量也飙升至历史高位,5%甚至更大的日内波幅已成为常态 —— 基准指数Kospi也因此成为全球最为动荡的主要股指。 在全国各地的办公室、食堂和家庭聚会中弥漫的“踏空恐慌”是如此剧烈,以至于越来越多投资者甚至都开始为孩子买股票了:T...

The best camping mattresses and sleeping mats in the UK for every type of adventure, tested

The Guardian 📅 05/14 17:00
Camping season has arrived, but which mattress is worth packing? Our expert rigorously tested 27 to find the best for durability and comfort • The best camping chairs Whether you love sleeping under the stars or only do so under duress, a decent camping mattress will at least help ensure you are well-rested and better equipped to handle the wider thrills and spills of outdoor living. The days when...

日均处理能力提升16倍,响应时间缩短10倍......AI深入债券交易,固收投研还有哪些应用可能?

财联社 📅 05/14 17:00
财联社5月14日讯(编辑 杨斌) 债券市场交易品种繁多,流程复杂。当前,为提升交易效率,金融机构在债券交易环节应用AI技术,推出债券交易机器人已十分普遍。从最新的一些案例来看,债券交易机器人可提升人均交易处理能力从日均60笔至1000笔以上,并大大缩短询价/报价的应答时间。 而对于今年兴起的开源AI智能体OpenClaw(即“龙虾”智能体),业内也指出了其用于债券投研的可能性,OpenClaw从架...

Bernie Sanders Slams 'AI Oligarchs' Joining Trump On China Trip Amid Layoffs: 'Do You Think They're Losing Sleep' - Benzinga

Google 📅 05/14 17:00 TSLA.O
Bernie Sanders Slams 'AI Oligarchs' Joining Trump On China Trip Amid Layoffs: 'Do You Think They're Losing Sleep' Benzinga

Xi-Trump summit casts optimistic light on lingering tensions

SCMP 📅 05/14 17:00
Xi Jinping and Donald Trump struck an optimistic tone at the start of their two-day presidential summit in Beijing, even as the Chinese leader highlighted risks surrounding Taiwan. Pre-summit trade talks “produced generally balanced and positive outcomes”, Xi told the US president at the Great Hall of the People in Beijing on Thursday, according to Xinhua. “This is good news for the people of the ...

No one should get a free pass on antisemitism – so why does the right?

The Guardian 📅 05/14 17:00
There is legitimate scrutiny of antisemitism on the left, but at the same time, rightwing media outlets offend with impunity. That makes no sense The media’s message appears to have cut through. At the crucial rally against antisemitism in London on Sunday, Zack Polanski, the Jewish leader of the Green party of England and Wales, was not invited to speak , on the grounds that he had not done enoug...

IndyCar’s ‘One Nation, One Race’ controversy is no surprise amid its rightward drift

The Guardian 📅 05/14 17:00
The series quickly withdrew a shirt that stirred up a strong backlash. But IndyCar has been playing with fire for a while This could be the summer of IndyCar. Formula One fatigue is beginning to set in , both globally and among the American audiences who helped fuel the sport’s recent boom. Nascar, for all its national reach in the US and lingering cultural import, remains a largely regional attra...

Listen and learn: the hidden secret to spotting a liar

The Guardian 📅 05/14 17:00
You may think you know when someone’s trying to deceive you, but there’s a clever trick very few people are aware of – one that has eluded AI and Traitors contestants alike Can you tell if someone is lying? Close your eyes. You’re already twice as good as you were before. Continue reading...

‘I never thought people might feel threatened by us’: YouTuber Curry Barker on his big horror ascent

The Guardian 📅 05/14 17:00 GOOG.O
The 26-year-old has received rave reviews for his micro-budget horror Obsession, support from Ari Aster and control of a Texas Chain Saw Massacre remake Things have been going scarily well for 26-year-old film-maker Curry Barker. The past 18 months have seen him level up from lo-fi YouTube comedy skits to an $800 horror short that went viral to a breakout feature picked up for $15m to being handed...

‘There are no rules’: spotlight on Gossip Goblin as AI film-making enters new era

The Guardian 📅 05/14 17:00
Defying criticisms of ‘slop’ and ‘theft’, the growing culture of AI-powered creativity is attracting interest from Hollywood In a former hemstitching workshop where artisans sewed pleats for Stockholm’s 19th-century bourgeoisie, a distinctly 21st-century craft is taking root: AI film-making. One day last week, an actor, director and composer squeezed into a tiny studio booth to record a voiceover ...

大行首家!工行将积存金风险等级从C3降至C2,释放什么信号?

财联社 📅 05/14 17:00 9618.HK
财联社5月14日讯(编辑 王蔚)近日,工商银行发布公告,称自5月19日起,将如意金积存业务的产品风险等级调整为R2-中低风险,对应客户风险承受能力等级调整为C2-稳健型及以上,这是自该行1月12日将积存金购买客户最低等级调整为C3-平衡型后,首次下调风险等级,也是近期首家下调该风险等级的大行,引发市场热议。 数据来源:工商银行官网,财联社整理 这一调整与国际金价的走势密切相关。 今年1月,美国突袭...

Cisco rally puts spotlight on ETFs with exposure to the stock

Seeking Alpha 📅 05/14 17:00
raisbeckfoto/iStock Unreleased via Getty Images Cisco Systems ( CSCO ) surged nearly +18% premarket on Thursday after topping fiscal third-quarter earnings and revenue expectations. The company reported adjusted EPS of $1.06 on revenue of $15.8B (+12% Y/Y), both ahead of Wall Street estimates. In conjunction with the results, Cisco ( CSCO ) said it will be letting go fewer than 4,000 employees as ...

Samsung union’s strike threat fuels fears of South Korea’s economic slowdown

SCMP 📅 05/14 17:00 NVDA.O
Samsung Electronics’ biggest labour union is threatening to strike at the height of the global AI chip boom, turning a fight over bonuses into a test of how the industry’s windfall profits should be shared and sparking fears of an economic slowdown in South Korea. The union has warned it will stage an 18-day walkout from May 21 to June 7, raising concerns about production disruptions, customer def...
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