VF集团于5月20日公布了2026财年第四季度及全年财报。尽管全年营收重回增长且季度业绩超出市场预期，但因运营成本相关的一次性项目拖累了报告期利润，公司股价在盘前交易中先涨后跌，市场情绪趋于谨慎。 Q4营收超预期，Vans美洲DTC业务回暖 财报显示，第四季度营收达21.66亿美元，略高于市场预期的21.3亿美元，同比增长1%，创下CEO Bracken Darrell上任以来最强的季度营收表现。 关键品牌表现分化：户外板块保持强劲，其中The North Face全球增长12%，美洲市场增幅达17%；Timberland增长8%。Vans品牌整体仍下降1%，但在美洲DTC渠道时隔四年首次恢复增长，被视为品牌转型的积极信号。盈利能力方面，毛利率大幅提升310个基点至56.4%，主要受益于运费下降和折扣减少。 运营成本与减值拖累利润 尽管运营层面有所改善，但报告期内确认了约58亿商誉减值及养老金结算等非现金费用，导致GAAP项下每股收益为-0.30美元，低于市场预期的-0.22美元。调整后每股收益实现盈亏平衡，优于预期的微幅亏损。 全年转正，2027财年指引温和 全年维度，VF集团总营收96.05亿美元，同比增长1%；毛利率扩大130个基点至54.8%；净债务减少8亿美元，杠杆率从4.1倍降至3.1倍。 展望2027财年，公司预计营收将增长1%至2%，调整后营业利润率约为8%，低于市场对利润率快速扩张的预期。CEO Darrell重申中期目标：在2028财年实现10%的营业利润率退出率，并将杠杆率降至2.5倍以下。 市场反应：利好消息已被定价 VF集团股价在过去六个月内已上涨约50%，部分反映了市场对其“转型故事”的提前定价。财报发布后，盘前股价经历短暂上涨后回落，截至发稿微幅震荡。当前分析师评级分布为8个“买入”、13个“持有”和4个“卖出”。市场将密切关注Vans转型的可持续性及下半年关税政策对成本的实际影响。 责任编辑：张俊 SF065

财联社5月20日讯（记者 邹俊涛） 监管鼓励下，银行AIC持续加快布局股权投资业务，并再次押中存储行业“风口”。 5月20日，财联社记者注意到，中行、农行、交行、建行等多家银行AIC公司现身长鑫科技、长江存储两家企业的股东行列，而近期两家存储巨头先后启动IPO计划，获得资本市场高度关注。 其中，长鑫科技披露今年一季度利润248亿，同比增幅高达1688.3%，更是引发市场对存储行业高景气度关注，以及上市后估值与投资回报期待。目前，该公司已定于5月27日上会。 5月20日下午，财联社记者联系上述多家银行了解有关股权投资以及AIC业务布局的看法，但截止发稿未获官方回应。 受访业内人士指出，银行AIC股权投资全面铺开，将为自身在低利率环境下实现多元化转型、培育新的利润增长点提供重要路径。 多家银行股权投资押中存储行业“风口” 近期长鑫科技再次启动IPO，由于赶上存储市场需求旺盛致当前盈利大增成为市场“宠儿”。 长鑫科技近期更新的招股说明书显示，目前已有四家银行AIC位列其股东名单。其中，投资规模最大的为 农业银行 旗下AIC公司农银投资，当前最新持股比例0.95%，持股数量5.74亿股。 建设银行 、 中国银行 和 交通银行 紧随其后，旗下AIC公司建信投资、中银资产和交银金融，分别持股0.83%、0.38%和0.38%，持股数量为4.98亿股、2.3亿股和2.3亿股。值得一提的是，建设银行除了通过建信投资进行直接投资长鑫科技，还通过在香港设立的建银国际及其下属公司进行投资，单一持股比例已达0.68%。 另外，多家银行通过关联公司设立私募股权基金等方式参与投资。招股说明书显示，工融金投(北京)新兴产业股权投资基金合伙企业(有限合伙)（简称“工融金投”）当前持股0.64%，深圳市招银云亭成长股权投资基金合伙企业(有限合伙)（简称“招银云亭”）当前持股1.78%。二者分别与 工商银行 和 招商银行 有所关联。 财联社记者注意到，除了即将上会的长鑫科技，近期披露启动IPO辅导的长江存储的股东名单中也出现多家银行AIC公司身影，且与长鑫科技高度重合。 据企查查工商信息显示，中银资产、农银投资、建信投资、交银金融等四家银行AIC公司出现在长江存储股东行列，但当前持股比例均为0.613%，投资金额均为10924.3579万元。工商银行再次通过工融金投进行投资，持股比例同样为0.613%...

Nvidia earnings tend to impact other chip stocks, and this time likely won't be any different. Expectations are incredibly high following several years of massive gains for Nvidia stock. "For NVDA, the focus is typically not whether it beats expectations, but by how much, given it has topped both revenue and earnings estimates for 13 consecutive quarters," Adam Turnquist, chief technical strategist for LPL Financial, wrote on Wednesday.

Police who responded to the US Capitol riots involving President Donald Trump ’s supporters in 2021 are suing to block the creation of a government “anti-weaponization” fund, alleging that it’s “the most brazen act of presidential corruption this century.” The lawsuit , filed Wednesday morning in Washington federal court, follows this week’s announcement of the nearly $1.8 billion fund as part of an agreement to end Trump’s unprecedented $10 billion lawsuit against the government he leads, accusing the Internal Revenue Service of liability for a 2019 leak of his tax information. The current and former officers who sued accused the Justice and Treasury Departments of agreeing to launch the compensation program without legal authority and of putting their safety at risk if payouts go to people involved in the Jan. 6, 2021, Capitol attack. “By its very existence, the fund encourages those who enacted violence in the president’s name to continue to do so,” the complaint alleges. Read More: Jan. 6 Rioters Who Beat Police May Get Payouts, Blanche Says The plaintiffs are two of the most prominent officers who were involved in Jan. 6, Harry Dunn and Daniel Hodges. Dunn, a retired Capitol Police officer, is running for a US House seat in Maryland as a Democrat. Hodges is a Metropolitan Police Department officer. Both men testified about their experiences as part of a congressional inquiry. During a Senate hearing this week, Acting Attorney General Todd Blanche didn’t rule out the possibility that people charged or convicted in connection with Jan. 6, including those who assaulted police officers, could be eligible for payments from the new fund. Trump granted pardons or other executive clemency to the more than 1,500 people charged as part of that federal criminal investigation when he took office last year. Spokespeople for the Justice and Treasury Departments did not immediately respond to requests for comment. According to the Justice Department, five commissioners appoin...

Immunotherapy could be used to treat depression among patients who have not responded to conventional antidepressants, according to the results of an early clinical trial. Researchers at the University of Bristol investigated whether tocilizumab, an anti-inflammatory drug commonly used for immune conditions such as rheumatoid arthritis, could improve symptoms of difficult-to-treat depression. About one in three people with depression do not get better while taking the main forms of medical treatments available, which are based on targeting chemicals in the brain. Approximately one in six adults across the UK will experience moderate to severe depressive symptoms within their lifetime. Tocilizumab works by blocking the IL-6R receptor. This prevents the receptor from binding to cells, thus preventing the inflammatory signals that are linked to autoimmune conditions. The trial involved group of 30 people with moderate to severe depression who had not responded well to standard antidepressants. The participants were randomly assigned either tocilizumab or a placebo over a four-week period. Although the results showed little statistical evidence for significant difference between the two groups, as expected for a small study, participants who received tocilizumab seemed to experience greater improvements over time across several measures compared with those given a placebo, including overall depression severity, fatigue, state anxiety and quality of life. Golam Khandakar, a professor of psychiatry and immunology at Bristol medical school and senior author of the study, said the trial represented an “important milestone” in the development of new treatments for depression that was especially difficult to treat. “This is one of the first randomised controlled trials to test immunotherapy for depression, the first to test IL-6R as the treatment target, and the first to use a targeted approach to select patients most likely to benefit, and to show that it works,” added Khand...

Gardens do not have to be perfect to be beautiful – and neither do teenagers. That is the central message behind the Children’s Society garden, which has won a gold medal at this year’s RHS Chelsea flower show. And prickly poppies, a bird’s nest fern planted in a drain and verbascum arcturus, a delicate-looking yellow flower with hairy stems, are among the plants chosen to convey it – plants whose beauty is flawed. “The overlaying narrative of the garden is ‘beauty in imperfection’,” said the designer, Patrick Clarke. “Perfection is the most debilitating thing for young people because it’s something that is unattainable, and when they’re bombarded with images of perfection on social media … that is very, I think, threatening to people’s mental health.” He hopes the garden will show how imperfections are “what gives us character – and character is what makes us all different and what makes us all beautiful”. To enter, visitors must follow a slightly crooked path, avoid stepping on small plants that have been deliberately placed in their way, and walk over steel water rills that encircle the design. View image in fullscreen Discarded materials are reclaimed and transformed into beautiful features of the garden. Photograph: Jim Powell/The Guardian “You have to be quite brave to step into the garden,” said the project manager, Clarissa Freeman. “There are a few obstacles you’ve got to weave around – and that’s just life, isn’t it? Life isn’t always a straight line, life isn’t always perfect.” The path leads to a sunken seating area where young people can sit and talk, surrounded by dense and lush planting. “You get that feeling of being enclosed in green space, which we know is beneficial to the mental health of young people,” Freeman said. She hopes the teenagers who will use the space, when it is relocated to a youth club in Bedfordshire, will feel as if the garden is “giving them a hug”. View image in fullscreen Patrick Clarke: ‘We’re making an analogy about those ti...

In 2010 Colin Chee picked up the keys to his 37 square metre off-the-plan apartment in Melbourne’s city centre. “It was only then that I realised how shit it was.” With no design experience and a limited budget, his quest to find inspiration eventually led to the birth of Never Too Small, a YouTube channel showcasing clever designs for small spaces from around the world. Launched in 2017, it now has more than 3 million subscribers. A housing crisis and a surge in apartment building means more Australians are searching for ways to make the most of small-scale abodes. This weekend Chee will join Claire Scorpo, a director of Agius Scorpo Architects, and Tahj Rosmarin, a director of Card Practice, for Small Spaces, Big Living – a free talk at the National Gallery of Victoria. In the lead-up to the event they share their experiences of designing their own diminutive domiciles. Formulate your furnishings When we move into a new space the first instinct is to settle in as quickly as possible. But Chee cautions against hasty fit-outs in smaller spaces. He urges people to move in with whatever they have that fits, then take time to live in a space before trying to find solutions. interactive Chee spent just $5,000 transforming his 40 sq m Melbourne apartment using secondhand furnishings and modular systems from Ikea and Bunnings Warehouse “People think a home needs to be finished instantly,” Chee says. “But what I try to convey is that homes will never be perfect.” Small spaces take more time to understand, he says, and we should regard our living spaces like a flatmate; with pros and cons, good days and bad. When he moved into the 40 sq m converted warehouse he now shares with his partner, those extra 3 sq m felt like a luxury. View image in fullscreen Instead of having bulky unit, Chee separated his fridge and freezer. Photograph: Colin Chee To keep costs down the apartment was furnished with a mix of second-hand items and budget customisations. Economical solutions, Chee ...

Plastic food wrappers, bottles, lids and caps are by far the most common items of litter found on the world’s shorelines, a study has found. Researchers looked at data from more than 5,300 surveys of coastal litter to produce the first global analysis of its kind. They found the data in 355 existing studies on the subject. “It’s the everyday stuff that we’re using,” said Richard Thompson, the founder of the University of Plymouth’s international marine litter research unit. “Even in countries with fairly advanced waste management, those are the dominant items on the shoreline.” He said he was not surprised to see lots of single-use plastics in the data, but the fact those items turned up so consistently along coastlines across all seven continents had taken him aback. To produce the analysis, published in the journal One Earth, the researchers looked at data from hundreds of studies and sources, searching for surveys of shoreline litter that were similar in methodology and provided data on the type of litter recorded. Their confidence in the figures for each country was based on how many studies they found for that country and other factors. View image in fullscreen A juvenile herring gull picks up a piece of plastic waste on a beach in Cornwall, England. Photograph: Nik Taylor Wildlife/Alamy The information they collected spanned 94 countries, and the team was able to extrapolate from that data to include estimates for another 18 countries. Food and drink-related plastics turned up in coastal litter in 93% of those places. No other form of litter was as prevalent. Plastic bags appeared in data from 39% of countries and cigarettes in data from 38% of countries. There were, however, some regional variations. Plastic bags, for example, were consistently prevalent in Asia. The study also noted that a ban on plastic bags did not necessarily mean a country had less of such waste – poor policy enforcement or other countries exporting their waste was suggested as a reason ...

Patamaporn Umnahanant/E+ via Getty Images Near-Term Pressures Will Ease Resideo Technologies ( REZI ), which provides comfort, energy management, and safety and security solutions, displays an interesting journey. Investors may note that Resideo Technologies provides comfort, energy management, and safety and security solutions. Because of the cyclical nature of the ADI Global segment, the current stability in homebuilding activity and a declining mortgage rate can provide the necessary momentum. I think REZI is entering a strong repair and remodeling cycle. While sales stalled, it focused on margin drivers, including transformation initiatives, Snap One integration, streamlining of operations (Grid Services), etc., that will yield positive results in the end. But do take note of the caveats. The volatile macro environment can swing it away from REZI, especially if there is any outside shock (read war). The company’s cash flow problem appears to be more sticky that I previously thought. Thankfully, liquidity remained robust. The stock price declined by 30% in the past month alone. This pushed its current valuation multiples cheaper than some of its peers. As the management pulls up its socks, I upgrade it to a “Buy” from a “Hold” in my previous iteration . Strategies Explained REZI’s management expanded its connected home and low-voltage product ecosystem. The other legs of the growth include digital integration and channel partnerships. But the drivers are not limited to product launches. The company also focuses on restructuring and supply chain optimization. In the past few quarters, the company deepened installer relationships and encouraged the promotion of trusted brands like Honeywell Home and First Alert. These strategies led to margin stability in the past several quarters. Q2 Outlook vs. Challenges Seeking Alpha REZI’s freight-related costs in 2026 went up due to higher Section 232 tariffs (especially on memory chips). So, the company increased its pricing...

This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) is trading at levels that reflect investor expectations of sustained, multi-year expansion rather than current fundamentals. Shares trading near $134 on May 19, 2026, giving the data analytics company a market capitalization of roughly $343.8 billion and a trailing price-to-earnings ratio of about 142. The company's recent performance has been strong. Revenue climbed 67.7% over the past twelve months, while the three-year compound annual growth rate reached 39.6%. Profitability metrics have also improved, with net margins hitting 43.7%, significantly above the company's three-year average of 10.8%. Palantir's ability to scale its artificial intelligence platforms, particularly across government and enterprise segments, has driven much of this momentum. One five-year scenario suggests Palantir's stock could reach roughly $156 per share by 2031. This hypothetical path rests on several ambitious assumptions that investors may want to examine carefully. The scenario projects that Palantir's annual revenue could grow at a compound rate of 50%, reaching about $40 billion, up from the current run rate. Such expansion would require sustained acceleration well beyond its already elevated trailing growth rate, even as the company's revenue base expands significantly. On valuation, the scenario assumes the market would price the stock at around 10 times sales at that future point, reflecting strong but not extreme confidence. It also assumes the share count remains steady, with no meaningful dilution from stock-based compensation or acquisitions. Because Palantir already trades at elevated multiples, any slowdown in growth, compression in valuation, or rise in costs could materially alter outcomes. Analysts note that the stock's high starting price-to-earnings ratio leaves limited room for disappointment, and its five-year trajectory will likely depend on how quickly financial performance converges w...

文章提及标的 低硫燃油 -- LPG -- 聚丙烯 -- 甲醇 -- 乙二醇 -- 塑料 -- 期市夜盘收盘，国内期货主力合约多数下跌。跌幅方面，燃油、低硫燃油跌超3%，LPG跌超2%，聚丙烯、甲醇、乙二醇、塑料、豆一等跌超1%。

Palantir Technologies PLTR is trading at levels that reflect investor expectations of sustained, multi-year expansion rather than current fundamentals. Shares trading near $134 on May 19, 2026, giving the data analytics company a market capitalization of roughly $343.8 billion and a trailing price-to-earnings ratio of about 142. The company's recent performance has been strong. Revenue climbed 67.7% over the past twelve months, while the three-year compound annual growth rate reached 39.6%. Profitability metrics have also improved, with net margins hitting 43.7%, significantly above the company's three-year average of 10.8%. Palantir's ability to scale its artificial intelligence platforms, particularly across government and enterprise segments, has driven much of this momentum. One five-year scenario suggests Palantir's stock could reach roughly $156 per share by 2031. This hypothetical path rests on several ambitious assumptions that investors may want to examine carefully. The scenario projects that Palantir's annual revenue could grow at a compound rate of 50%, reaching about $40 billion, up from the current run rate. Such expansion would require sustained acceleration well beyond its already elevated trailing growth rate, even as the company's revenue base expands significantly. On valuation, the scenario assumes the market would price the stock at around 10 times sales at that future point, reflecting strong but not extreme confidence. It also assumes the share count remains steady, with no meaningful dilution from stock-based compensation or acquisitions. Because Palantir already trades at elevated multiples, any slowdown in growth, compression in valuation, or rise in costs could materially alter outcomes. Analysts note that the stock's high starting price-to-earnings ratio leaves limited room for disappointment, and its five-year trajectory will likely depend on how quickly financial performance converges with more mature software peers. Palantir last trade...

Airline stocks rallied on Wednesday as investor sentiment brightened following a 4% decline in crude oil prices and more positive commentary on booking strength in the U.S., with the World Cup a positive factor. Notably, U.S. airlines have been signaling strong summer demand in their latest updates, especially for peak-season domestic and near-international leisure travel, although carriers are still cautious about the broader economy and certain routes. United Airlines ( UAL ) said it expects more than 53M travelers from June through August, about 3M more than last summer. American Airlines ( AAL ) has said its 2026 “centennial summer” is shaping up to be one for the record books, and it expects to welcome about 75M customers on roughly 750K flights during the May 21–September 8 summer period. In its last update, Delta Air Lines ( DAL ) pointed to “steady” demand in the U.S. despite the rise in airfares. The US Global Jets ETF ( JETS ) was up 3.3% in morning trading. Sector outperformers during the session included Allegiant Travel ( ALGT ) +6.8%, Frontier Group ( ULCC ) +5.9%, United Airlines ( UAL ) +5.9%, Republic Airways ( RJET ) +5.6%, Alaska Air ( ALK ) +4.9%, and JetBlue ( JBLU ) +4.4%. More on the airline sector Higher Crack Spreads Are The Real Nightmare For Airlines 3 Market Segments I'm Targeting When Iran War Ends Oil Above $100: Why Game Theory Suggests This Spike Won't Last Leisure travel intent is only down slightly despite a +20% pop in airfares CPI read: Airfares spike 21% in April from a year ago

瑞典游戏巨头Embracer Group周三发布2026财年第四季度及全年财报。尽管受PC/Console业务高基数影响营收下滑，但核心盈利指标超出市场预期。公司同时宣布计划于2027年分拆高价值IP业务Fellowship Entertainment，并启动7.5亿瑞典克朗股票回购计划。 Q4盈利超预期，自由现金流强劲 财报显示，第四季度净销售额为39.31亿克朗，同比下降24%，有机增长为-10%，但高于市场预期的38.14亿克朗。调整后EBIT为3.6亿克朗，同比下降64%，但大幅超出市场预期的2.68亿克朗。自由现金流达8.83亿克朗，同比改善。 业务板块表现分化：PC/Console游戏销售因去年同期《天国：拯救2》发布的高基数效应下降46%；移动游戏下降28%，但实现2%有机增长；娱乐与服务板块表现亮眼，增长23%，有机增长达36%。 全年来看，总净销售额为159.06亿克朗，同比下降25%；调整后EBIT为9.05亿克朗，同比下降68%。 72亿克朗非现金减值拖累报告利润 报告期内，公司确认了约72亿克朗的非现金减值费用，主要包括商誉减值约58亿克朗及无形资产主要为IP权减值约16亿克朗，导致报告EBIT录得-70.53亿克朗亏损。管理层强调这属于非现金项目，不影响公司现金流和运营基本面。 分拆Fellowship Entertainment，打造IP巨头 公司宣布计划于2027年将Fellowship Entertainment分拆为独立上市公司。新公司将拥有《指环王》、《古墓丽影》、《地铁》、《天国：拯救》、《死亡岛》、《暗黑血统》等核心IP，拥有超过1600名内部开发者，并设立专门的IP管理与授权部门。分拆后，剩余Embracer将保留THQ Nordic、DECA Games、PLAION Partners等资产，形成更专注的业务实体。 新财年展望：Cash EBIT目标10亿克朗，启动回购 公司首次引入Cash EBIT作为核心盈利指标，2025/26财年实现5.11亿克朗。展望2026/27财年，目标为至少10亿克朗，由《地铁2039》、《古墓丽影》等重磅新作发行驱动。公司同时宣布启动最高7.5亿克朗的股票回购计划，自5月20日起执行至2027年3月31日。 重点游戏管线方面，近期将发行《哥特王朝1 重制版》、《地铁2039》和《古墓丽影：...

Micron leads chip rally: Samsung strike concerns boost memory trade ahead of Nvidia earnings MSN

Stability AI, the company behind Stable Diffusion, is releasing a new family of audio models, called Stability Audio 3.0. The top model can generate professional-grade music of more than six minutes long, the company claimed. The company is releasing four new models under the Stable Audio 3.0 name: small SFX (459M parameters), small (459M parameters), medium (1.4B parameters), and large (2.7B parameters). The duo of small models is suitable for on-device sound and music generation of up to two minutes. Both medium and large models can create full compositions of 6 minutes 20 seconds long that can maintain musical structure and melodic tone. This is more than double the length of what Stable Audio 2.0, released in 2024, was capable of generating. Stability AI is making small SFX, small, and medium models available with open weights for anyone to use and modify. In 2024, the company released Stable Audio Open, which allowed for music generation of up to 47 seconds. The new family of models is a big step up from the previous open versions. Image Credits: Stability AI Image Credits:Stability AI The large model is available only through the API and self-hosting paid services. Plus, companies with more than $1 million in revenue would need to get an enterprise license. Many companies, including Google and ElevenLabs, are releasing models and tooling around music generation. However, as Suno and Udio’s ongoing court battles have proved, licensing of data and partnerships with music labels could become a key part of the long-term survival of these services. Last year, Stability AI inked deals with Warner Music Group and Universal Music Group to develop models and music creation tools. The company said that its latest set of audio models is built on fully licensed data. The AI startup is developing a new suite of products for professional musicians, but didn’t give more details on its features. Ethan Kaplan, former chief digital officer at Universal Audio and Fender, is join...

is an editor covering deals and gaming hardware. He joined in 2018, and after a two-year stint at Polygon, he rejoined The Verge in May 2025. High school graduation is a time of change that might be felt more deeply by family members than by the grads themselves. While some grads may immediately embark on a career path, many continue their education and delve deeper into their studies at college. Either way, they’ll be taking on more responsibility, meaning it’s up to friends and relatives to figure out how to support them. Support comes in many forms, but a gift or two certainly won’t hurt. Luckily, we’ve compiled a host of Verge-approved gift ideas spanning a wide array of interests and price points. They’ll think of you when they grab their AirPods 4 to tune out distractions while studying, or when they pack a fabulous homemade lunch into their newfangled bento jar. We also have recommendations for travelers, tinkerers, and even soon-to-be caffeine fiends. Late-night study sessions are a thing, after all.

DALLAS & SAN DIEGO, May 20, 2026--(BUSINESS WIRE)--Blue Yonder‘s partners play an important role in helping customers advance their digital supply chain strategies. That’s why at this year’s annual ICON conference, Blue Yonder is proud to announce the winners of its annual Partner Awards, recognizing exceptional partner success over the past year. This year’s winners are: Edge Program Partner of the Year: Honeywell Global LSP Partner of the Year: Capgemini Global Manufacturing Partner of the Year: Deloitte Global Retail Partner of the Year: Accenture Global CPG Grocery Life Sciences Partner of the Year: EY Planning Partner of the Year: EY APAC Partner of the Year: Lenovo MEA Partner of the Year: Microsoft LATAM Partner of the Year: Bluegistics Category Management Partner of the Year: Crisp Supply Chain Execution Partner of the Year: Argano Transformational Partner of the Year: Snowflake Technology Partner of the Year: Microsoft This year’s winning partners helped Blue Yonder expand its market reach, develop and deliver innovation, and accelerate joint customers’ digital supply chain transformations. By helping customers identify, implement and extend the right Blue Yonder solutions, these partners enabled organizations across logistics, manufacturing, consumer packaged goods (CPG), grocery, life sciences and retail to improve operational performance, increase agility and realize greater value from their Blue Yonder investments. "Our partner ecosystem of valued advisors and technology experts across supply chain, digital transformation and AI does an amazing job helping customers achieve exponential value and faster ROI from Blue Yonder solutions every day," said Kelley Lear, CVP, General Manager, Global Alliances, Blue Yonder. "This year’s winners stood out for the way they invested in our relationship, supported customers, delivered customer satisfaction and value, and helped to transform supply chains. We’re so proud to recognize their work and congratulate them o...

Annaly Capital (NLY +0.49%) is a behemoth among mortgage-focused real estate investment trusts (REITs). It has the largest market cap in the sector and is 12 times the size of its average peer. Almost everything about Annaly Capital is big, including its dividend yield, which at around 13% is more than 10 times higher than the S&P 500's 1.1% yield. A high dividend yield typically suggests that a stock trades at a discount. However, Annaly's book value tells a different story. Digging into Annaly's book value Annaly Capital ended the first quarter with a total investment portfolio of $106.7 billion, up $2 billion from the end of last year. Most of its portfolio -- $92.2 billion -- was Agency mortgage-backed securities (MBS; pools of residential mortgages guaranteed against credit losses by government agencies such as Fannie Mae). The leading mortgage REIT also had $10.3 billion in residential credit investments (non-Agency residential mortgages) and $4.2 billion of mortgage servicing rights (MSR; the obligation to service residential loans for a fixed servicing fee). While its Agency MBS portfolio declined slightly in the quarter, Annaly grew its residential credit and MSR portfolios by 30% and 9%, respectively. The REIT has invested $16.3 billion of shareholder capital in its portfolio, with the remaining funded by leverage. After subtracting its liabilities from its assets, Annaly's book value was $19.82 per share at the end of the first quarter. That's down from $20.21 per share at the end of last year. Annaly's book value is below its recent share price of more than $21.50 per share. That suggests investors are willing to pay a little more for Annaly because of the quality of its portfolio and operations. Expand NYSE : NLY Annaly Capital Management Today's Change ( 0.49 %) $ 0.10 Current Price $ 21.39 Key Data Points Market Cap $16B Day's Range $ 21.18 - $ 21.46 52wk Range $ 18.43 - $ 24.52 Volume 1.4M Avg Vol 7M Gross Margin 99.74 % Dividend Yield 13.16 % What t...

(RTTNews) - Telecommunications company TELUS Corp. (TU) on Wednesday announced plans to invest more than C$14 billion in Alberta through 2030 to expand network infrastructure, strengthen Canada's AI capabilities and support economic growth. The Alberta investment forms part of TELUS' broader C$66 billion nationwide infrastructure plan through 2030. The company said the investment will support expansion of its PureFibre network, deployment of more than 45 new wireless towers in Alberta this year and upgrades at more than 400 wireless sites. The company said its TELUS Sovereign AI Factory has been ranked as Canada's fastest and most powerful supercomputer by TOP500. Since 2000, TELUS said it has invested C$65 billion in Alberta and about C$294 billion across Canada in technology and operations. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

专题：聚焦美股2026年第一季度财报 Experian给出 2027 财年营收内生增长 6% 至 8% 的预期，低于分析师预判，股价应声下跌 6.8%。 这家征信机构公布的 2027 财年营收增长指引不及市场预期，股价随即下挫，领跌英国富时 100 指数成分股。 该股伦敦上市标的早盘大跌 6.8%，报 25.26 英镑，年内累计跌幅已超 24%。 公司预计，截至次年 3 月 31 日的本财年营收 内生增速 为 6%—8%，而市场一致预期为 8%。 投资机构 AJ 贝尔分析师拉斯・穆尔德表示，这份业绩指引很难推动市场上调盈利预期。他认为营收内生增长预期略低于行业共识，源于公司一贯稳健保守的经营风格。 杰富瑞分析师也评价称，此次给出的业绩预期偏向谨慎。 Experian周三披露，2026 财年营收从 75.2 亿美元增至 84.45 亿美元 ，主要依靠北美市场营收实现两位数内生增长拉动；税前利润由 15.5 亿美元升至 19.5 亿美元 。 责任编辑：郭明煜

It’s been nearly ten years since the fateful Brexit referendum on 23 June 2016 when the UK voted to leave the EU. We’d like to hear from people across the UK about how they voted at the time, how they feel about Brexit now and whether their views have changed over the past decade. Do you still feel the same way you did in 2016? Have your experiences since then changed your perspective in any way? We’re interested in hearing from people with a wide range of views and experiences, whether you voted leave, remain or did not vote at all. Share your experience You can share your views using this form. Please share your story if you are 18 or over, anonymously if you wish. For more information please see our terms of service and privacy policy Tell us here Your responses, which can be anonymous, are secure as the form is encrypted and only the Guardian has access to your contributions. We will only use the data you provide us for the purpose of the feature and we will delete any personal data when we no longer require it for this purpose. For alternative ways to get in touch securely please see our tips guide Name Where do you live? Tell us a bit about yourself (e.g. age, background, what you do) Optional How did you vote in the 2016 referendum? Please include as much detail as possible. How do you feel about Brexit now? have your views changed over the past decade? Please include as much detail as possible. If you are happy to, please upload a photo of yourself here Optional Please note, the maximum file size is 5.7 MB . Choose file Can we publish your response? Yes, entirely Yes, but contact me first Yes, but please keep me anonymous No, this is information only Phone number Optional Your contact details are helpful so we can contact you for more information. They will only be seen by the Guardian. Email address Your contact details are helpful so we can contact you for more information. They will only be seen by the Guardian. You can add more information here Optional ...

Stifel analyst Adam Borg raised the firm’s price target on CrowdStrike (NASDAQ:CRWD) to $660 from $480, maintaining a Buy rating ahead of the company’s fiscal Q1 2027 earnings report on June 3. The price target raise lands in the middle of a three-day analyst tug-of-war, sitting between KeyBanc’s aggressive bull call and DZ Bank’s notable ... Stifel Just Crowned CrowdStrike With a $660 Price Target. The Bull Case Just Got Louder

Key Points Reduced QCR Holdings stake by 95,767 shares; estimated transaction value of $8.34 million based on quarterly average pricing Quarter-end position value decreased by $6.54 million, reflecting both trading and price movements Transaction represented 0.18% of Kennedy Capital Management LLC's $4.72 billion 13F reportable AUM Post-trade holding: 666,301 shares valued at $56.94 million, or 1.21% of AUM QCR Holdings remains outside the fund's top five holdings 10 stocks we like better than Qcr › Kennedy Capital Management LLC reduced its stake in QCR Holdings (NASDAQ:QCRH) by 95,767 shares in the first quarter, an estimated $8.34 million trade based on the quarterly average price. What happened According to a SEC filing dated May 13, 2026, Kennedy Capital Management LLC sold 95,767 shares of QCR Holdings during the first quarter. The estimated transaction value was $8.34 million, calculated using the average unadjusted closing price for the quarter. As a result, the fund’s quarter-end position value in QCR Holdings declined by $6.54 million, reflecting both share sales and stock price changes. What else to know The fund decreased its QCR Holdings exposure to 1.2058% of 13F AUM after the sale. Top holdings after the filing: NYSE: VMI: $57,439,706 (1.2% of AUM) NASDAQ: QCRH: $56,935,420 (1.2% of AUM) NASDAQ: MRCY: $42,962,145 (0.9% of AUM) NASDAQ: CHEF: $40,285,579 (0.9% of AUM) NYSE: GMED: $39,658,759 (0.8% of AUM) As of May 12, 2026, QCR Holdings shares were priced at $89.30, up 29.12% over the past year, outperforming the S&P 500 by 2.48 percentage points. Company overview Metric Value Revenue (TTM) $612.64 million Net income (TTM) $134.78 million Dividend yield 0.44% Price (as of market close May 12, 2026) $89.30 Company snapshot Offers commercial and consumer banking, trust, and asset management services, with revenue primarily generated from interest income, fees, and asset management. Operates a multi-bank holding model, earning income through lending, depo...

Why is Astera Labs stock surging to an all-time high today? Investing.com Canada

美股芯片股集体爆发。 随着全球债券市场的抛售冲击暂缓，今晚，美股三大指数集体走强，芯片股全线大涨，费城半导体指数大涨近4%。另据最新消息，三星电子工会已决定推迟罢工，将于5月23日至28日就暂定薪资协议进行投票。 目前全球市场的目光正聚焦于“AI总龙头”英伟达将在周三美盘后发布的财报，投资者将高度关注英伟达管理层就产能扩张和应对竞争对手所释放的业绩前瞻指引。有分析人士指出，超预期的财报及业绩指引有望为整个板块注入新动力，或将带动全球股指走高。 美股芯片股大涨 北京时间5月20日晚间，美股三大指数集体高开高走，截至22：20，纳指涨0.95%，标普500指数涨0.61%，道指涨0.42%。 大型科技股涨跌不一，台积电ADR涨超2%，英伟达、特斯拉、博通、亚马逊涨超1%，苹果小幅上涨；微软跌超1%，谷歌、Meta小幅走弱。 美股芯片股全线大涨，费城半导体指数大涨超3%，Arm大涨超14%，Astera Labs大涨超11，迈威尔科技、英特尔大涨超8%，AMD涨超6%，阿斯麦ADR、应用材料、高通、安森美半导体涨超2%。 与此同时，韩国芯片巨头三星电子也传来重磅消息。据最新报道，三星电子工会已决定推迟罢工，并将就初步薪酬方案进行投票。三星电子工会官网显示，投票将于5月23日至28日进行。 韩国劳动部长表示，工会与三星电子在利润分配上达成共识。 据韩联社此前报道，三星电子工会宣布，由于三星公司管理层拒绝接受调解方案，劳资谈判已破裂，工会将于5月21日按计划举行总罢工。此次罢工计划持续18天，涉及近4.8万名工人。工会方面表示，“罢工期间仍不会放弃谈判，将持续努力争取达成协议。” 德意志银行分析师在最新发布的报告中表示，尽管近几个交易日风险资产出现小幅回撤，但历史上引发更大规模抛售的条件目前尚未就位。 德意志银行根据历史数据分析称，触发更大规模股市回调通常需要以下条件之一或组合成立：持续性油价冲击、明显进入收缩区间的经济数据，以及激进的央行加息。 报告称：“目前来看，很难说上述任何一个条件已经成立，最接近的是‘持续性’油价冲击这一条，市场正越来越多地为油价高企维持更长时间的情景进行定价。” 据巴克莱分析师的报告，美国股票基金过去七周净流入700亿美元，为2000年以来第97百分位纪录，年初至今总流入规模已达1800亿美元，超过过去五年中位数水平的两倍。 最重要的一份财报 目前...

Stanley Druckenmiller’s Duquesne Family Office exited its entire Alphabet position in the first quarter of 2026 and rotated the capital into three AI hardware “picks-and-shovels” names: SanDisk, Micron Technology, and Seagate Technology, according to recently reported 13F filings. For an investor whose track record predates most of today’s hedge fund managers, walking away from a ... Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% In

Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead 24/7 Wall St.

TLDR Jim Cramer warns NVDA stock may see a brief 10–12 minute jump after earnings, followed by a sharp sell-off he calls “relentless hammering.” Nvidia reports Q1 2026 earnings today, May 20, after market close, with Wall Street expecting ~$79 billion in revenue — up roughly 80% year-over-year. Investors are focused less on current results and more on forward guidance, particularly AI chip demand from Microsoft, Meta, and Google. Analyst Gordon Johnson of GLJ Research attributes previous post-earnings sell-offs to “options walls” and market mechanics, not fundamentals. NVDA carries a Strong Buy consensus with a 12-month average price target of $281.97, implying over 27% upside from current levels. Nvidia reports first-quarter earnings today, May 20, 2026, after the bell. Wall Street is expecting roughly $79 billion in revenue — a year-over-year jump of around 80%. NVIDIA Corporation, NVDA That would be a record. But record results may not be enough to keep the stock moving higher. Jim Cramer, the CNBC host and former hedge fund manager, posted a warning on X early Tuesday morning. He said investors should expect a brief pop in NVDA’s price right after the print — lasting just 10 to 12 minutes — before sellers move in. “The Nvidia pattern we are all now used to: an initial fly-up, lasting 10-12 minutes, then a relentless hammering that takes the stock to where it breaks the chart. Do not be fooled by the first move,” Cramer wrote. NVDA was trading around $223.57 as of May 19, up nearly 20% year-to-date. The stock has gained close to 6,000% since June 2017. What Investors Are Actually Watching This earnings report is about more than one quarter’s numbers. Nvidia is central to the AI infrastructure buildout, and its forward guidance will carry weight across the entire tech sector. Traders are tracking three things closely: whether demand for AI chips from Microsoft, Meta, and Google holds up through year-end; updates on Nvidia’s new chip systems and international busin...

How contagious is Ebola? And how worried should you be about the current outbreak? The number of Ebola cases has been growing – and growing by a lot — each day since the World Health Organization declared a public health emergency on Saturday. The latest toll? More than 600 suspected cases and 139 suspected-Ebola deaths. Loading... The vast majority of the cases are in a province in northeastern Democratic Republic of Congo — a remote place struggling after decades of bloody conflict. There are also two cases in Uganda's capital. The World Health Organization has identified the strain of Ebola as a rare one and says the outbreak could have started months before it was detected. "This is an example of a perfect storm," says Dr. Abraar Karan, an infectious disease physician and faculty at Stanford University. Since it's been more than a decade since the large West Africa Ebola outbreak, here is what you need to know about this virus and what's on the minds of infectious disease experts as they look at the current outbreak. Where and how do Ebola outbreaks start? Geographically, this is easy to answer: Ebola outbreaks have almost always started in either east and west Africa. By far, the Democratic Republic of the Congo has detected the most outbreaks. This is its 17th since 1976. Sponsor Message Exactly how humans pick up the virus remains a question mark. "We don't know for sure where it comes from but we have suspicions," says Karan, whose team has been studying Ebola and related viruses in Kenya for several years. The leading guess, he says, is that people get Ebola from eating bat meat or being exposed to bat guano – or excrement. This could happen when miners go into caves. "A number of animals have also tested positive for antibodies, so certain types of deer called duiker that eat meat have been implicated. Non-human primates have shown antibodies," he says. What tends to happen is that one person gets it from an animal — which is called a spillover — and then ...