Santa Clara county claims Meta Platforms violated the state’s false advertising and unfair business practices laws California’s Santa Clara county has sued Meta Platforms, alleging it has profited from Facebook and Instagram ads promoting scams in violation of California’s false advertising and unfair business practices laws. The lawsuit – filed on Monday in Santa Clara county superior court on behalf of all California residents – accuses the social media giant of tolerating fraudulent advertising on a global basis. The suit seeks restitution, civil damages and an order prohibiting Meta from engaging in unfair business practices. Continue reading...

British tech company Humanoid targets U.S. IPO by 2030 Reuters

美股道指回調，標指和納指反彈。

Tetiana Kitura/iStock via Getty Images It's been about 5 months since my sell rating on Barrick Mining ( B ) ( check it here ). Since then, the stock has been flat. It corrected a bit over these last few months but has already moved higher again after reporting solid Q1 earnings. I still believe Barrick is a good company, capable of generating shareholder value. But I also believe this is an excellent moment to exercise the concept of margin of safety. For Barrick to be a good investment, we have to use high assumptions overall and even then find multiples that are not that cheap, meaning the margin of safety still indicates to me that at current prices, the B stock is not as attractive as the "gold momentum" (or euphoria) makes it seem. That's why I maintain my sell rating for the B stock. Barrick Q1 Earnings Barrick's Q1 was very strong. Revenue was a beat by $380 million, and EPS was a beat by $0.17. And part of the reason this result was solid was that although expectations were already high for this quarter, Barrick managed to deliver better gold production than guidance and also better costs. More specifically, in just one quarter Barrick produced 719 Koz of gold with an AISC/oz of $1,700. Barrick Presentation To give some perspective, if we look only at continued operations, gold production increased 4% YoY. But what really increased revenue was the gold price, since in Q1 2025 the realized price was $2.8k, and in this quarter it was $4.8k, a 66% difference. But costs also deserve part of the highlight due to operating leverage. The attributable EBITDA margin went from ~46% to 57% (consolidated). In other words, the "result" grew much more than the top line. EBITDA grew 103%, adjusted net earnings grew 173%, and attributable free cash flow grew 195%. These are very strong numbers. This good result and also the good momentum for commodities (copper and gold) also allowed for a more aggressive value distribution. In 2023, Barrick returned $700 million to shareh...

《科创板日报》5月13日讯（记者 史士云） 今日，有“制药界Space X”之称的剂泰科技(北京) 股份有限公司（以下简称“剂泰科技”，07666.HK）正式在港交所挂牌上市，成为“全球AI药物递送第一股”，也是“港股AI大分子生物制药第一股”。 至此， 晶泰科技、英矽智能与剂泰科技组成的“AI制药三小龙”全部集结港交所 ，前两家公司已分别于2024年6月和2025年12月在港股上市。 据剂泰科技披露的资料显示，此次IPO共计全球发行2.01亿股，每股最终发售价为10.5港元，募资总额为21.12亿港元， 创下2026年迄今港股医疗健康IPO募资之最 。 本次IPO募集所得净额的五成将投向 AI 基础设施及 AI 纳米材料平台核心技术研发，两成用于推进自研管线临床试验；剩余部分分别布局动物健康与抗衰老赛道、搭建全球 AI 纳米材料产业生态，其余资金补充日常运营及一般企业用途。 在香港公开发售方面，获得超6900倍超额认购，锁定认购资金超7300亿港元，国际配售则获得82倍超额认购， 两项认购数据均刷新年内港股医疗健康板块IPO最高纪录。 剂泰科技今日高开，开盘价报28.68港元/股，较其发售价10.50港元/股大涨超173%。盘中一度最高冲至29.98港元/股，截至今日收盘，其报23.8 港元/股，总市值为274.3亿港元。 ▌ 亏损逐年收窄 剂泰科技成立于2020年，由MIT化学工程博士赖才达、美国工程院院士陈红敏和MIT科学家王文首于2020年联合创立。 相较于晶泰科技着力于AI+机器人自动化实验室，英矽智能聚焦AI驱动全新小分子药物发现，剂泰科技主打AI纳米递送，主攻的是药物精准而有效的递送环节。 招股书显示，剂泰科技的核心竞争力源于自主研发的平台NanoForge，该平台是全球首个AI驱动的纳米递送平台，整合了超过一千万种结构多样的自主生成脂质库，且涵盖了人工智能基础模型、METiS智能体、量子化学与分子动力学模拟及人工智能驱动的高通量筛选平台。 以NanoForge为基础，剂泰科技开发出了AiTEM、AiLNP、AiRNA三大技术解决方案，可将实现靶向LNP或小分子剂型平均时间从数年缩短至2-3个月。 同时，依托NanoForge平台，剂泰科技已开发了人体内8个靶向器官或组织的递送，包括肝、肺、免疫器官、心脏、肌肉、肿瘤、中枢神经系统、胃肠道。 而剂泰科技...

Max Rushden is joined by Barry Glendenning , Alexander Abnos and Leander Schaerlaeckens to preview the World Cup with one month to go until kick off Rate, review, share on Apple Podcasts and join the conversation on email . On today’s podcast: With a month to go until the World Cup in the USA, Canada and Mexico, we’re joined by two experts in the US to discuss ticket prices, Iran, visas, ICE, Donald Trump, Gianni Infantino, public transport and general enthusiasm for the tournament. Continue reading...

Maki Nakamura/DigitalVision via Getty Images Investment Thesis Baycurrent ( BYCRF ) is a high-quality compounder sitting at the intersection of two durable forces: Japan's generational shift from legacy IT infrastructure to modern, cloud-based systems, and the country's structural reliance on outside consultants to execute that transition given chronically limited in-house technical capacity. Unlike Western consulting peers facing secular headwinds from AI-driven automation, Baycurrent operates in a market where AI adoption depends on the very data-readiness and modernization work the firm specializes in. The business itself is exceptional: a 27% revenue CAGR since FY2017, EBITDA margins consistently in the mid-30% range, zero debt, and returns on capital that dwarf those of direct competitors. At roughly 21x trailing earnings for a company growing revenue at ~27% annually with a clear path to ¥250 billion by FY2029, the market appears to be concerned about management and AI uncertainty while underweighting a structural tailwind and demonstrated execution. Company overview Baycurrent is a Japan-based management consultancy focused on helping a wide range of companies with strategy and digital transformation. You might think of them like a localized, Japanese version of Accenture ( ACN ). The firm’s roots were formed in IT consulting in 1998 when it was founded by Arata Eguchi under the name PC Works. Information on Eguchi is sparse online, though he does still appear to own ~5% of the company. Like any management consulting firm, Baycurrent makes money by embedding consultants within companies and generating billable hours for their work. Projects are broken down into two primary buckets – AI and digital transformation ( DX ). Consultants bring their expertise from prestigious business schools and prior consulting work to bear on the latest business problems of today, ranging from the infusion of AI into company processes to simply helping companies digitize manual,...

We Are/DigitalVision via Getty Images Shopify's ( SHOP ) strong top line growth in the retail e-Commerce market has been a key catalyst for the shares to surge to new highs in 2025. Now, with Shopify strategically expanding its Merchant Solutions reach and leveraging AI, the e-Commerce enterprise is actually seeing an acceleration of its revenue growth… which should bode well for the stock this year as well. Shopify just reported better-than-expected results for its first fiscal quarter as the e-Commerce enterprise benefited from robust shopping trends on its platform, especially boosting Merchant Solutions, the company's biggest segment by revenues. Product adoption of Sidekick -- Shopify's AI assistant -- is also surging, delivering value by providing key analytics insights to its merchant base. With Shopify's shares recently consolidating down to about $100 per-share, I am just about to pull the trigger and see an improved investment setup for the e-Commerce enterprise. Seeking Alpha Previous rating Shopify has been a SaaS growth play that delivered robust results mainly because of its dominant position in the retail-oriented e-Commerce industry. However, I rated Shopify only as a 'Hold' back in November 2025 mainly because of valuation concerns: Wait For A Larger Pullback . Since then, Shopify has consolidated about 35% to the downside, leading to a much improved risk profile. The enterprise drastically improved its free cash flow performance in recent years as well, expanding its cash earnings power, on the back of strong innovation and reliable execution, especially in its Merchant Solutions segment... which is responsible for Shopify's outperformance. Given that shares of Shopify indeed pulled back in 2026, on growing fears that AI will be detrimental to the business models of software technology companies, I am up-grading shares to 'Buy' due to an improved valuation setup. Accelerating GMV growth, strong FCF key to rating up-grade Shopify delivered a solid r...

Taiwan Semiconductor Manufacturing Company Limited (TSM) Rallied on Increasing Demand For AI Chips Insider Monkey

智通财经获悉，据报道，微软(MSFT.US)与OpenAI已经重新谈判了双方的收入分成协议细节。新的协议不仅可帮助OpenAI减少高达970亿美元的预期付款，同时也使微软能够更早收到款项。 根据新协议，OpenAI同意将其到2030年向微软支付的收入分成总额上限定为380亿美元。这一支付上限是双方上个月重新谈判协议的一部分。在原协议下，OpenAI同意在2030年前向微软支付其收入的20%。这一比例安排仍然保留，但预计到2028年便会触及支付上限。此前的预测显示，在设定上限之前，OpenAI向微软支付的金额可能高达1350亿美元。新协议还取消了“OpenAI在实现通用人工智能(AGI)之前需持续向微软支付分成”的条款。 更新后的协议还允许微软降低对OpenAI模型的依赖，并进一步推动其AI战略多元化。根据新的安排，OpenAI得以通过其他云服务提供商销售其模型产品，同时微软也不再享有独家合作权。微软目前已向OpenAI投资130亿美元。 对于双方达成的最新协议，Wedbush分析师在周三早间的一份报告中表示：“重要的是，虽然OpenAI长期来看节省了大量支出，但重新谈判后的结构也取消了OpenAI此前将部分付款延期至2032年的选择权。这意味着，OpenAI今年预计将从其300亿美元收入中向微软支付约60亿美元，而此前预测约为40亿美元。” Wedbush重申对微软的“跑赢大盘”评级，并维持575美元目标价，这一目标价较微软周二收盘价407.77美元有41%的上行空间。 Wedbush指出：“我们认为，这一修订后的结构整体上对微软及其AI战略构成利好。微软以放弃后期部分可选收益空间为代价，换取了若干关键的结构性胜利，并锁定了对OpenAI模型与产品的知识产权使用权直至2032年，无论AGI何时实现，这都消除了此前一个开放式风险。” Wedbush还表示：“微软依然保留了与OpenAI的主要云合作关系，以及其重要的股权持仓，从而继续受益于OpenAI未来迈向IPO过程中的增长。同时，微软未来不再需要与OpenAI分享Azure向云客户销售OpenAI模型所得的收入，这将消除Azure AI商业化经济模型中的一项重要拖累因素。”

财联社5月13日讯（编辑 冯轶） 今日港股继续震荡，但板块轮动加剧。截至收盘，恒生指数涨0.15%，国企指数跌0.07%，科技指数涨0.46%。 【恒指反复震荡情绪面趋稳 空头活跃度大幅减弱】 盘面上，大型科网股表现分化，京东绩后大涨超8%，美团涨超4%，腾讯、小米涨超1%，百度、阿里巴巴、快手飘绿。 其他方向上，AI主线调整后迅速反弹，存储、芯片股涨幅居前。此外，电子、AI应用等相关概念跟涨。 下跌的板块中，传统行业再度走跌，医药、汽车、煤炭股纷纷下行，大金融板块也普遍弱势。 整体上看，港股短线结构性行情强化，AI方向占据绝大部分关注。 今日恒指全天成交2777.71亿港元，较前一日小幅放量，维持震荡格局的同时，市场情绪相比前两日明显趋稳。 沽空方面，总沽空金额为297.9亿港元，相当于恒指成交额的10.72%，沽空占比也创出短线新低。 腾讯控股、阿里巴巴-W、京东集团-SW沽空金额位居前三，分别为17.31亿港元、13.06亿港元、12.66亿港元。 【腾讯及阿里重磅财报落地 AI主线热度再获提振】 行情层面，场内资金仍集中围绕AI硬件链与高景气成长方向博弈。尤其是智谱、澜起科技等龙头股的新高走势，明显提振了做多情绪。 但随着行情轮动节奏加快，AI热度重新走高后，也随即对其他板块产生虹吸效应。 此外，今日腾讯、阿里两份重量级财报落地，两家科技巨头对AI支出预期走高或继续推升市场情绪。 据腾讯披露，其一季度资本开支付款370亿元，主要用于支持AI相关投入。而阿里巴巴高管更是称，考虑到建设算力中心投入巨大，资本支出或将超过最初宣布的3800亿元。 另一方面，5月13日晚，美国总统特朗普乘专机抵达北京。市场聚焦中美元首会晤预期，叠加地缘风险短线回落，也暂时抬升了场内的风险偏好。 综合来看，市场仍在关注美国在中东问题上的政策取向。若外部地缘风险阶段性缓和，全球市场有望进一步修复，进而带动资金流入港股市场。 【A股短线再度转强 港股盈利预期边际改善】 此外， A股今日则是再度转强，创业板指突破4000点，刷新历史新高。沪深两市成交额3.24万亿，成交额连续6个交易日超3万亿。 盘面上，市场热点快速轮动，全市场超3200只个股上涨，超百股涨停。从板块来看，算力硬件概念持续走高。 展望后市，东吴证券认为，市场此前对港股财报持谨慎态度。但近期来看，市场一致预期已出现一定修复，港...

When a stock surges 1,414% in just a year, investors who didn't get in the game early rightfully wonder if they've missed "the easy money" and just how much gas is left in the stock's tank. On those fronts, immediate clarity is often hard to come by. Still, late-arriving market participants can tilt the odds of success in their favor by cozying up to companies with durable long-term prospects. That group includes Bloom Energy (NYSE: BE) , an industrial stock that has in fact surged 1,414% over the past year. A staggering 112% of that gain was accrued just last month, making Bloom the best-performing large-cap stock of any stripe in April. Continue reading

Oklo’s losses deepened in its latest quarter, but the nuclear start-up remains committed to building a first-of-its-kind powerhouse that just cleared a major regulatory hurdle. Oklo finished the quarter with $1.59 billion in cash and cash equivalents and $614.5 million in marketable debt securities. With no revenue to analyze, Oklo’s health is difficult to gauge.

Figma (NYSE:FIG) has had a brutal first nine months as a public company. After pricing its IPO at $33/share on July 31, 2025 and trading as high as $142.92, the design-software leader has collapsed back near its 52-week low. I see that drawdown as a buying opportunity. Our 24/7 Wall St. price target for Figma ... Figma Price Prediction: The Stock Could Pop Over 125% This Year

Image source: The Motley Fool. Thursday, May 7, 2026 at 10:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

北京时间5月13日晚，美股周三开盘涨跌不一。芯片股上涨带动纳指走高。美国4月PPI同比飙升6%，创2022年以来最大涨幅。 道指跌143.24点，跌幅为0.29%，报49617.32点；标普500指数涨3.43点，涨幅为0.05%，报7404.39点；纳指涨50.60点，涨幅为0.19%，报26138.803点。 英伟达股价上涨超过2%。 AMD 上涨近2%， 美光 科技上涨超过5%。VanEck半导体ETF（SMH）上涨2%。 据报道，英伟达首席执行官黄仁勋随同美国总统特朗普访华。 Vital Knowledge的Adam Crisafulli写道：“他在最后一刻加入特朗普的中国之行，重新点燃了投资者对科技股的兴趣，此前周二的下跌让市场寄望于H200芯片能取得突破。全球最大公司的CEO随同本国总统参与一次关键的地缘政治访问，这一点不应让任何人感到意外，也绝非重新买入芯片股的理由，但该板块近期表现并不理性。” 在人工智能交易重新升温的背景下，半导体股近期大幅上涨，引领整体市场重返历史高位。 当然，在美国消费者通胀数据高于预期后，标普500和 纳斯达克 周二从历史高点回落。 周三投资者迎来另一项通胀数据——4月生产者价格指数。2026年4月，美国批发价格同比涨幅创下三年多来最高水平，预示着随着产业链上游成本压力加剧，通胀形势将更加严峻。 美国劳工统计局周三发布的数据显示，生产者价格指数（PPI）经季节性调整后环比上涨1.4%，远高于 道琼斯 调查经济学家预期的0.5%，也高于3月份上修后的0.7%环比涨幅，创2022年3月以来最大单月增幅。 同比来看，PPI上涨6%，为2022年12月以来最高涨幅。 剔除食品和能源价格后，核心PPI环比上涨1%，高于预期的0.4%；剔除食品、能源及贸易服务后，PPI环比上涨0.6%。 能源价格是此次生产者价格超预期大涨的主因，同样也是周二劳工统计局公布的居民消费价格飙升的核心推手。 劳工统计局数据显示，在PPI涨幅中，商品价格上涨的约四分之三来自最终需求能源价格7.8%的飙升；其中超40%的涨幅源于汽油价格大涨15.6%——当月伊朗战争冲击全球能源市场，美国汽油零售价飙升至每加仑4美元以上。 尽管此轮通胀被广泛归因于伊朗战争及特朗普政府一年前征收的关税，但PPI数据显示，价格压力已呈现全面扩散态势。 服务业价格指数环比加速上涨1.2%...

TORM ( TRMD ) declares $0.70/share interim dividend , in line with previous. The distribution for the quarter is equivalent to 58% of net profit and reflects the Distribution Policy. The payment date is 11 June 2026 to all shareholders on record as of 28 May 2026, and the ex-dividend date is 27 May 2026 for the shares listed on Nasdaq OMX Copenhagen and 28 May 2026 for the shares listed on Nasdaq New York. See TRMD Dividend Scorecard, Yield Chart, & Dividend Growth. More on TORM TORM plc (TRMD) Shareholder/Analyst Call Transcript TORM: The Crown Jewel Of Product Tankers At A Discount - Correction Is Overdone It's A Good Time To Look At TORM PLC TORM GAAP EPS of $1.18, revenue of $402M; upgrades its full-year guidance Shipping, tanker stocks rally as Trump launches Strait of Hormuz blockade

美股开盘：纳指涨0.21%，道指跌0.36%，标普500指数涨0.01%。英伟达开盘上涨2.08%，报225.365美元/股，续创记录新高，总市值达5.46万亿美元。美光科技涨超6%，高通涨超3%。阿里巴巴下跌2.6%，腾讯控股ADR上涨2.3%。

康文署下月舉辦第二屆「香港非遺月」，將推出40個考察團，周五起接受報名。 其中深水埗這條路線，會介紹木偶皮影戲，製作古琴、紥作等非遺手藝。署方今年推出9條特色路線，涵蓋灣仔及油尖旺等八個地區，當中7條為新路線。 由於去年反應積極，今年的團數由去年的24團，增至40團，每團有20個名額，當中18團為公眾團，10團是旅客團。導賞團周五起，在非物質文化遺產辦事處網站接受報名，每人最多登記一個團的兩個名額，超額報名將抽籤分配。

Where Would Nvidia And AMD Be Today Minus U.S. Export Controls? Forbes

Pakistan’s economy accelerated in the last quarter even as the rising global crude prices due to the Iran conflict cloud the outlook for the nation, which imports most of its fuel requirement. Gross domestic product accelerated to 3.99% in the three months ended March, compared with 2.4% a year earlier, according to data released by the Pakistan Bureau of Statistics . The economy grew 4.05% in the preceding quarter after the data was revised. The committee also approved provisional GDP growth of 3.7% for the fiscal year ending June, expanding the size of the economy to $452 billion. Pakistan’s economy remains fragile, with uneven growth and continued reliance on support from the International Monetary Fund and external inflows, even as easing inflation is offset by rising food and energy prices. The crisis in Middle East has added uncertainty as higher imported oil costs threatens to further widen the trade deficit and deplete foreign exchange reserves. Pakistan to Receive $1.32 Billion as IMF Board Approves Tranches According to the data, agriculture grew 3.01% in the third quarter, while industry and services expanded 4.65% and 4.18%, respectively, underscoring improving momentum in key sectors of the economy.

Boston photographer describes isolation unit as a ‘very nice room’ after three deaths onboard South Atlantic voyage When Jake Rosmarin boarded the MV Hondius, he gleefully posted on social media that the ship would be his home for 35 days as he traveled across the South Atlantic. Now, he is one of 18 Americans under observation at specialized healthcare facilities designed to treat people with dangerous infectious diseases after three people died and others were sickened by a hantavirus outbreak onboard the ship. Continue reading...

格隆汇5月13日｜据路透，由于美国封锁重创伊朗石油出口能力，伊朗正借助其对霍尔木兹海峡的控制权，以及近期对过境船只征收的通行费用来弥补财政缺口。伊朗军方表示，任何希望通过霍尔木兹海峡的国家，都必须在伊朗“监督”下通行，但未具体说明监督方式。据多名船舶经纪商透露，近几周伊朗已要求过境船只必须事先获得许可，并对每艘船征收最高达200万美元的通行费。伊朗军方发言人Mohammad Akraminia在伊朗国家媒体Press TV采访中表示：“这种协调控制不仅增强了伊朗对地区监控和主权，还将为国家创造相当于石油收入两倍的收益。”

《科创板日报》5月13日讯（记者 陈俊清） 中微公司今日（5月13日）举行2026年第一季度业绩说明会。 中微公司董事长尹志尧于会上表示， 通过有机生长和外延扩展，公司将在五年左右时间内，覆盖60%以上的集成电路高端关键设备、70%以上的先进封装设备 ，全面成长为国内领先、全球一流的集成电路设备平台型公司。 早在多年前，中微公司便提出“三维立体发展战略”，正式启动平台化转型。依托刻蚀技术积累，公司向前道制程延伸布局薄膜、CMP、量检测等核心工艺设备，同时拓展MOCVD、新型显示等泛半导体领域。 刻蚀业务量价齐升 先进工艺实现大规模量产 作为公司基石业务，刻蚀设备成为一季度业绩增长的核心驱动力。尹志尧介绍， 公司针对先进逻辑、先进存储器件制造的高端刻蚀产品新增付运量大幅提升，适配先进逻辑中段、存储超高深宽比场景的多款关键刻蚀工艺已实现大规模量产。 尹志尧进一步表示，公司介质刻蚀产品持续保持高速增长，下一代90:1超高深宽比低温刻蚀设备已付运客户端开展验证，目前公司已全面覆盖存储器刻蚀各类超高深宽比工艺需求，技术实力持续对标国际一线水平。 在巩固刻蚀业务领先地位的同时，中微公司产品矩阵持续完善。 薄膜设备方面 ，已成功开发出钨系列薄膜沉积设备、ALD氮化钛、ALD钛铝、ALD氮化钽等产品，以及钼金属沉积设备等。 尹志尧透露，公司采用甚高频去耦合的反应离子等离子体源的PECVD设备，搭配16个反应台配置，与客户的各项验证工作顺利进展中。新开发的CuBS PVD超多反应腔集成设备，相较国内外标配设备大幅降低BS的电阻率，输出率提升50%至100%，获得多家头部客户认可并已交付至国内先进逻辑器件研发线验证。 先进封装领域 ，中微公司目前已覆盖的CCP和TSV设备等核心刻蚀设备已经批量交付，并已布局PVD、CVD、ECP、键合和量检测等设备。 量检测设备赛道上 ，中微公司通过投资和成立子公司布局了量检测设备板块。尹志尧表示，子公司超微公司引入多名国际顶尖的电子束量检测设备领域专家，已规划覆盖多种量检测设备产品。 产能端 ，中微公司在上海临港的约18万平方米的生产和研发基地已于2024年8月正式投入使用，临港二期约20万平方米的生产和研发基地拟于2026年下半年开工建设。 外延并购叠加内生布局 平台化战略全面提速 自“三维立体发展战略”落地以来，中微公司坚持“有机生长+外延扩展”...

Jonathan Kitchen/DigitalVision via Getty Images Introduction Nebius Group N.V. ( NBIS ) is one of the most followed and hyped stocks by retail investors. I have covered the stock twice before, both times granting a Strong Buy rating. Shares have performed very well since, outperforming the S&P 500 Index ( SP500 ) by more than 10X. SA Token pricing is clearly under pressure, but that does not automatically hurt Nebius. Nebius’ own Token Factory account recently framed the issue well: inference became roughly 100x cheaper, but the compute bill still went up. That is the Jevons Paradox case for AI. If inference gets cheaper, customers do not necessarily spend less. They can run more agents, more reasoning steps, more code generation, more search, and more automated workflows. For Nebius, the relevant variable is therefore not only price per token, but total inference volume and GPU utilization. Nebius agreed to buy Eigen AI for about $643M because its inference stack is designed to increase tokens per GPU, and the team comes from MIT HAN Lab. Nebius says jointly optimized endpoints with Eigen ranked at the top of Artificial Analysis across several models. Clarifai adds the other side of the stack: system-level inference optimization, production AI experience, and enterprise deployment capabilities. Eigen helps optimize the model layer, while Clarifai helps optimize the production system layer. NBIS IR The same logic applies to capacity. Nebius just broke ground on its first U.S. gigawatt-scale AI factory in Independence, Missouri. The campus spans about 400 acres and has potential capacity of up to 1.2 GW. With CoreWeave Inc. ( CRWV ) and Iren Ltd. ( IREN ) already having reported their Q1 2026 earnings, Nebius is the last of the three peers, and it just released its figures , so let's dive in and look for important updates. Financials Nebius reported Q1 2026 revenue of $399.0M, up 684% YoY from $50.9M, and ahead of consensus of about $375M-$389M. Adjusted EBITDA turne...

据英国《泰晤士报》13日援引英国卫生和社会福利大臣韦斯·斯特里廷身边人士消息报道，斯特里廷已准备辞职竞选工党党首。 报道说，斯特里廷被广泛认为是英国首相、工党党首斯塔默的潜在竞争者。斯特里廷私下里已经明确表示将竞选工党党首。他最快或将于14日辞职，并已开始着手准备获得工党下院议员的支持。 13日早间，斯特里廷走进首相官邸唐宁街10号，与斯塔默进行了不到20分钟的会面，但未回答任何媒体提问。 由于英国工党在地方选举中惨败，斯塔默连日来陷入执政危机。12日，有数名政府部门的政务次官以辞职“逼宫”，但同时多名内阁大臣表态支持斯塔默。(新华社)

苏格兰民族党表示将在英国议会推进不信任动议，以决定首相斯塔默的去留。英国天空新闻频道援引该党英国议会下院新任领袖戴夫·杜根的声明说，这场“领导层闹剧”必须立即结束，这样议会才能专注于真正重要的问题，唯一的办法就是斯塔默下台。声明说：“他已经失去选民和自己党内议员的信任，这种信任无法挽回。工党必须停止拖延这场危机，应立即结束它。”由于英国工党在地方选举中惨败，斯塔默连日来陷入执政危机。12日，有数名政府部门的政务次官以辞职“逼宫”，但同时多名内阁大臣表态支持斯塔默。（新华社）

Intel's rally added more than $440 billion in market value as AI optimism and Nvidia backing lifted semiconductor shares.

According to an SEC filing dated May 11, 2026, Sapphire Ventures, L.L.C. initiated a new position in Netskope (NASDAQ:NTSK) in the first quarter by acquiring 5,672,579 shares. The estimated value of this transaction is $70.40 million, calculated using the average closing share price during the first quarter of 2026. At quarter’s end, the position was valued at $48.16 million, reflecting market price movements during the reporting period. Netskope, Inc. is a technology company specializing in cloud security solutions for enterprise clients. The company leverages a unified platform to address data protection, threat management, and secure access across cloud and web applications. With a focus on scalable, subscription-based offerings, Netskope aims to deliver robust security and visibility for organizations navigating digital transformation and evolving cybersecurity threats. Continue reading

"Merci beaucoup," your dividend strategist said as he handed three suitcases to his to-the-Paris-airport Uber driver. (I was very proud of myself. Eight days and basically Parisian...)