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Nvidia Will Soon Make More than Apple and Microsoft Combined

Yahoo 📅 05/13 20:48 AAPL.O
Artificial intelligence has become the market’s version of an industrial revolution. Every corner of the economy — cloud computing, utilities, networking hardware, data centers, and even power generation — is being reshaped by AI spending. At the center of that spending spree sits Nvidia (NASDAQ:NVDA). Its graphics processing units, or GPUs, have become the picks ... Nvidia Will Soon Make More tha...

Copper climbs for eighth straight day, nearing record high as global supply risks rise

Seeking Alpha 📅 05/13 20:48
SimoneN/iStock via Getty Images London copper futures extended gains above $14K/ton on Wednesday, nearing all-time highs set in January, as supply risks mount from mine disruptions around the world. Copper ( HG1:COM ) climbed for an eighth consecutive session to touch $14,196.50/ton on the London Metal Exchange, edging closer to its all-time high of $14,527.50, and prices on Comex settled at a rec...

Bouygues Telecom lowers acquisition costs using Perion AI platform (PERI)

Yahoo 📅 05/13 20:48 META.O
Bouygues Telecom (EU:EN) has integrated an AI-powered advertising solution from Perion Network (NASDAQ:PERI) into its marketing operations, helping reduce customer acquisition costs by 34% and lowering campaign carbon intensity by 51%, according to a statement released by Perion. The telecoms operator, which serves more than 30 million customers, deployed Perion’s Outmax AI agent as part of its Fi...

How AI Could Turn Cancer Detection Into The Next Big Investment Theme

Seeking Alpha 📅 05/13 20:48
Getty Images Early detection, I believe, is one of the smartest investments you can make, whether we’re talking about your portfolio or your health. That’s why I recently made the decision to get a full-body MRI scan from Prenuvo and a multi-cancer blood test called Galleri, available from GRAIL. The experience was eye-opening. In under an hour, the Prenuvo scan assessed my entire body using AI-en...

阿里巴巴高管:资本支出或将超过最初宣布的3800亿元

同花顺 📅 05/13 20:48 9988.HK
阿里巴巴高管称,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。(财联社)

The $10 Trillion Summit: Trump, CEO Delegation to Land in Beijing

Yahoo 📅 05/13 20:48 AAPL.O
Wall Street will be closely watching the high-stakes negotiations unfold in Beijing over the next 48 hours.

ICL Group raises quarterly dividend by 15.1% to $0.0535 a share

Seeking Alpha 📅 05/13 20:47
ICL Group ( ICL ) declares $0.0535/share quarterly dividend, 15.1% increase from prior dividend of $0.0465. Forward yield 3.35% Payable June 17; for shareholders of record June 2; ex-div June 2. The company raised its quarterly dividend by 15.1% after paying a quarterly dividend of $0.0465 in the previous 1 quarter. See ICL Dividend Scorecard, Yield Chart, & Dividend Growth. More on ICL Group ICL ...

伊拉克和巴基斯坦与伊朗达成协议 确保经由霍尔木兹海峡的石油运输

新浪 📅 05/13 20:47
五位知情人士透露,伊拉克和巴基斯坦均已与伊朗达成协议,从海湾地区运输石油和液化天然气。这显示了德黑兰控制霍尔木兹海峡能源运输的能力。 伊朗从封锁转向控制 牛津能源研究所的克劳 迪奥 ·斯图尔表示,美以与伊朗的战争已使该地区的能源出口大幅减少,该地区通常供应全球20%的原油和LNG。尽管美国数周来一直封锁伊朗港口,但伊朗已从试图阻止海峡交通转向控制通行权。斯图尔说:“霍尔木兹海峡不再是一条中立通道,...

Whitehawk Therapeutics secures $87.5M PIPE financing

Seeking Alpha 📅 05/13 20:47
Whitehawk Therapeutics ( WHWK ) announced on Wednesday that it has entered into a securities purchase agreement for an $87.5M private investment in public equity, or PIPE, financing, before deducting placement agent fees and other private placement expenses. The PIPE financing includes participation from existing investors including Avoro Capital, QVT, Coastlands Capital, KVP Capital, ADAR1 Capita...

Recordati reports Q1 results

Seeking Alpha 📅 05/13 20:47
Recordati press release ( RCDTF ): Q1 Revenue of €713.4M (+4.9% Y/Y). Adjusted net income of €188.1M. EBITDA of €283.6M. More on Recordati Industria Chimica e Farmaceutica S.p.A. Recordati Industria Chimica e Farmaceutica S.p.A. 2026 Q1 - Results - Earnings Call Presentation Recordati Industria Chimica e Farmaceutica S.p.A. (RICFY) Q4 2025 Earnings Call Transcript Recordati Industria Chimica e Far...

Sandisk stands out among IT stocks with A+ momentum and valuation grades

Seeking Alpha 📅 05/13 20:47
champc/iStock via Getty Images As earnings season enters its final week, b elow is a list of the top 15 Information Technology stocks with A+ momentum grades. These stocks span market capitalizations ranging from approximately $10 billion to over $860 billion and represent various IT subsectors including semiconductors, communications equipment, and technology hardware. Sandisk Corporation ( SNDK ...

France locks down 1,700 on cruise ship after 90-year-old dies

SCMP 📅 05/13 20:47
French authorities on Wednesday confined more than 1,700 passengers and crew on a British cruise ship docked in Bordeaux after an elderly passenger died, said officials, who played down any links to the hantavirus scare. Dozens also suffered from upset stomachs aboard the Ambition – most of whose 1,233 passengers are from Britain or Ireland – which arrived in the western port of Bordeaux on Tuesda...

拼多多“砍一刀” 欧盟失效:一场出海合规的成年礼

36kr 📅 05/13 20:47
导语: 370万美元,约合13.3亿福林。这是Temu进入欧洲以来收到的最特别的一张“罚单”。 但它又不同于任何一张罚单,匈牙利监管机构说,罚款只有4.37亿福林,剩下的8.82亿福林要直接退还给消费者。凡是2023年11月到2024年9月期间在Temu匈牙利站买过东西的用户,每人能拿到2000福林。 在中国市场跑通的“砍一刀”逻辑,在欧盟为什么无效了?一个更重要的追问是:当熟悉的方法开始失灵,拼...

美国国债跌至当日低点 4月份PPI数据高于预期

新浪 📅 05/13 20:46
受4月PPI数据各种指标普遍高于预期影响,美国国债期货全线大幅下跌。市场对到明年年中加息的预期增强,几乎完全消化一次25个基点的加息。 美国国债抹去当日涨幅,收益率曲线转为全线上升1至2个基点。 10年期国债收益率升至接近4.49%的盘中高点。 美联储会期对应的OIS合约隐含到2027年6月政策会议加息约24基点,周二收盘时为21基点。 责任编辑:江学思

英伟达Vera Rubin量产落地,PCB行业迎来量价齐升新周期

36kr 📅 05/13 20:46 NVDA.OMETA.OTSM.N
5月13日,A股PCB概念上涨,成分股瑞华泰(688323.SH)、天淮科技(688003.SH)、东方材料(603110.SH)、大族激光(002008.SZ)、鹏鼎控股(002938.SZ)、生益科技(600183.SH)等实现涨停。 消息面上,英伟达已与ODM合作伙伴敲定下一代AI芯片Vera Rubin的量产方案,计划于6月进入试产阶段,7月起开始向北美主要云服务商发货。天风证券指出,英伟...

CDW Authorized $1 Bln Buyback Program

Nasdaq 📅 05/13 20:46
(RTTNews) - CDW Corporation (CDW), an IT solutions provider, Wednesday announced that it has been authorized a $1 billion increase to its share repurchase program.

没完了,日本电机巨头,再曝大规模造假

36kr 📅 05/13 20:46 TSLA.O
日本“躬匠”精神,可能又要重现了。 一则震惊全球制造业的消息,被誉为“电机界丰田”的日本大型电机企业尼得科(Nidec),前刚认下两千多亿的会计造假,后脚又被揪出存在 大规模质量违规行为,数量超1000起 。 比如未经客户同意的情况下,擅自篡改设计、工序,伪造检验数据,还瞒着客户乱改模具... 消息一出,汽车行业也炸锅了,其作为全球电机和驱动系统领域的巨头之一,它不仅与汽车业息息相关,更是目前全球...

'The Entire Economy Is Going To Be Tokenized,' Consensys CEO Joseph Lubin Says, Positioning Ethereum As The Winner

Yahoo 📅 05/13 20:46 AAPL.O
Global economies will run on blockchain technology and Ethereum will be the big winner, Consensys CEO Joseph Lubin has reportedly said. "We're moving into a world where essentially the entire economy is going to be tokenized," Lubin said on May...

百亿美元涌入下的双雄博弈:DeepSeek与月之暗面的两种“活法”

36kr 📅 05/13 20:45 MSFT.ONVDA.O
5月7日与8日,中国大模型行业在48小时内密集释放了逾百亿美元的融资信号。 月之暗面率先宣布完成约20亿美元的新一轮融资,投后估值突破200亿美元(约1358亿人民币)。仅隔一天,消息人士向多家媒体透露,DeepSeek正在推进成立以来首次外部股权融资,目标规模最高达500亿元人民币(约73亿美元)。若这一国内人工智能企业史上规模最大的单轮融资成功落地,DeepSeek估值或直指3500亿元(51...

Principal’s Shah Says Tech Is Haven Trade in a ‘Fragile’ Market

Bloomberg 📅 05/13 20:45
Big tech stocks are proving to be a safe bet for equity investors looking for a harbor in a “fragile” market brought about by the Iran war, according to Seema Shah at Principal Asset Management. Investors want strong balance sheets and positive cash flows, “the moat that sits around a lot of companies — and of course AI technology comes right at the heart of that,” Shah, chief global strategist at...

Rivian adds a new onboard AI assistant to its latest software update

Ars Technica 📅 05/13 20:45 AAPL.OGOOG.O
Rivian has quickly built a reputation as one of the auto industry's leaders when it comes to vehicle software. Its clean-sheet approach to an electric vehicle's electronic architecture earned it a $5 billion investment from Volkswagen Group, and its in-house infotainment system is beloved by owners despite no plans inside the company to support phone mirroring through Apple CarPlay or Android Auto...

North Sea Oil Fetches Discount for First Time During Iran War

Bloomberg 📅 05/13 20:45
A North Sea oil grade that’s central to setting the world’s most important physical crude price traded at a discount for the first time during the Iran war, as immediate fears ease of a supply shock in Europe. The key Forties grade, one of several that help to decide the price of Dated Brent, traded at a discount to the benchmark of 30 cents a barrel on Tuesday. It previously did so on Feb. 27, th...

Nebius:将2026年资本支出指引上调至200亿-250亿美元之间

金融界 📅 05/13 20:45
算力租赁商Nebius在 电话 会议中将2026年资本支出指引上调至200亿-250亿美元之间,支出增加并不反映成本压力。

仁智股份:拟转让总股本19.51%股权 控制权变更

同花顺 📅 05/13 20:45
仁智股份公告,公司于2026年5月13日收到控股股东、实际控制人陈泽虹女士的通知,陈泽虹女士正在筹划公司控制权变更相关事宜,该事项可能导致公司控股股东、实际控制人发生变更。本次控制权变更拟转让的股权比例为总股本的19.51%。公司股票自2026年5月14日开市起停牌,预计停牌时间不超过2个交易日。

AI缺口点燃电网新周期,谁是下一匹黑马?

36kr 📅 05/13 20:45
5月13日,A股智能电网概念全线走强,多股封板涨停。 金盘科技(688676.SH)、通光线缆(300265.SZ)、万控智造(603070.SH)、协鑫能科(002015.SZ)等批量冲高,板块热度触及年内高点。 在能源与数字共振下,智能电网概念正迎来一场确定性的价值重估。 AI算力狂飙,智能电网进入长周期上行通道 AI算力的狂飙,正以惊人速度改写能源格局。摩根士丹利测算,2025至2028年,...

From Bill Gates to Tim Cook: 7 Iconic CEOs Who Chose Executive Chair Over Retirement

Yahoo 📅 05/13 20:45 AAPL.O
Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power, equity alignment, and strategic influence. The pattern signals whether a handoff is clean and time-boxed or whether it carries shadow-CEO risk and strategic drift. Here is how seven landmark transitions compare. 7. Bill Gates, Microsoft ... From Bill Gates ...

Apple’s CEO Cook Made 533 Times More Than Workers

Yahoo 📅 05/13 20:45 AAPL.O
The SEC requires companies to disclose the ratio of CEO pay to the median worker pay. According to the Apple (NASDAQ: AAPL) proxy, “2025 annual total compensation of our CEO was $74,294,811, the 2025 annual total compensation of our median compensated employee was $139,483, and the ratio of these amounts is 533 to 1. “ ... Apple’s CEO Cook Made 533 Times More Than Workers

Wall Street Is Sleeping on This AI Stock, and That's Your Opportunity This Year

The Motley Fool 📅 05/13 20:45
ASML (NASDAQ: ASML) serves an essential role in the artificial intelligence (AI) supply chain. It leads in the critical equipment used to make chips, and it's seeing solid revenue growth as investment floods into AI data centers. Even though the stock has more than doubled over the past year, Wall Street still appears to be underestimating demand for this company's most advanced chipmaking machine...

Plug Power Flips The Switch On Profitability

Marketbeat 📅 05/13 20:45
Plug Power's dramatic margin recovery and strategic execution are positioning it as a key leader in the hydrogen economy as it moves toward profitability.

Princess Eugenie's charity faces further scrutiny from Charity Commission

BBC News 📅 05/13 20:44
The watchdog says it is assessing concerns raised about charitable spending by The Anti-Slavery Collective.
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