After several years of deceleration, the advent of artificial intelligence (AI) has reignited cloud computing in a big way. The Big Three cloud infrastructure providers -- namely Amazon (NASDAQ: AMZN) , Microsoft (NASDAQ: MSFT) , and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) -- all reported accelerating growth. AI models require massive computing power for training and inference, making them an ideal fit for the cloud. The unprecedented demand for AI has these cloud rivals scrambling to expand capacity, with each reporting record levels of spending on capital expenditures (capex). Those investments are paying off, as each of the Big Three reported an acceleration in cloud growth in the calendar first quarter. Despite impressive growth across the board, there was one clear winner in the cloud face-off. Let's dig through the numbers to see who it was. Continue reading

The meeting comes as four ministers resigned and more than 80 Labour MPs called for Sir Keir to go.

Major earnings expected before the bell on Wednesday include: Alibaba Group Holding Limited ( BABA ) Nebius Group N.V. ( NBIS ) Tencent Holdings Limited ( TCEHY ) Siemens Aktiengesellschaft ( SIEGY ) Eos Energy Enterprises ( EOSE ) Other earnings slated for release before Tuesday's open include: ABEO , ALSMY , ALT , ATAT , BIRK , BWAY , CAAP , CMPS , DT , DTEGY , EONGY , EYE , FLNG , GILT , GLBE , HUMA , ICL , KEP , KMDA , MEDIF , MIST , MKGAF , NEON , NSANY , PDSB , PLX , PSFE , RSKD , RWEOY , RWEOY , SFTBY , SWMR , TAK , TGEN , TRMD , TSEM , VEON , VERU , VLN , VSH , WIX , WRD , WWR , ZURVY For Seeking Alpha's full earnings season calendar, click here .

US President Donald Trump’s landmark visit to China comes as the US-Iran war disrupts global energy supplies, fuels economic uncertainty and adds fresh strain to Washington-Beijing ties. In this story, part of a series examining how rivalry, interdependence and geopolitical crises are reshaping the relationship between the two powers, we explore how the countries’ standing in the world has changed – mostly to China’s benefit – since Trump’s previous trip. When US President Donald Trump unleashed...

Investing.com -- The artificial intelligence startup Anthropic PBC is seeking to raise at least $30 billion in a new financing round, according to reporting from Bloomberg, citing people familiar with the matter. This capital injection would represent the firm's largest funding effort to date as it scales to meet intense market demand. Discussions are currently centered on a pre-money valuation exceeding $900 billion for the developer of the Claude chatbot. While one source indicated the round c

Saudi Arabia Secretly Launched Attacks On Iran At Height Of Epic Fury First it was revealed this week that UAE had directly attacked Iran in retaliatory strikes earlier in Operation Epic Fury, and now it has come to light that the Saudis did the same, and in multiple strike operations. Reuters reports Tuesday that " Saudi Arabia launched numerous, unpublicized strikes on Iran in retaliation for attacks carried out in the kingdom during the Middle East war , two Western officials briefed on the matter, and two Iranian officials said." KSA military file image "The Saudi attacks, not previously reported, mark the first time that the kingdom is known to have directly carried out military action on Iranian soil and show it is becoming much bolder in defending itself against its main regional rival," the report continues. "The attacks, launched by the Saudi Air Force, were assessed to have been carried out in late March, the two Western officials said," Reuters notes further. One of the sources described this military actions as "tit-for-tat strikes in retaliation for when Saudi [Arabia] was hit." The revelation suggests that even as the Trump White House tried to present this is a very limited war, or even a mere US "excursion" - as Trump previously said, it was on the brink of spiraling into an all-out regional war involving Gulf allies hitting back directly at the Islamic Republic . By and large the Gulf allies relied solely on the US and Israel to pummel Iran during the prior 38 days of heavy bombing which marked the peak of Operation Epic Fury. This as the Gulf absorbed the bulk of Iran's retaliation. Iran sent hundreds if not thousands of ballistic missiles and drones on Gulf energy, infrastructure, and even central areas of cities . It had remained at the time an open question of whether countries like Saudi Arabia, UAE, Qatar and Kuwait would actually then go on the offensive. It seems that to some degree they did, and the public didn't know about it. Neither the ...

Hedge fund firm Dymon Asia Capital Pte is on track to reach $8 billion in assets under management by the third quarter as more global investors seek to back Asia-based hedge funds, according to people familiar with the matter. Dymon is growing faster than expected. The Singapore-based firm said last year it was set to hit about $5 billion in committed capital by the end of 2026. As of May 1, it was already running $7.5 billion. The company declined to comment on the time line for reaching $8 billion. The firm has also added two new hires. Bernie Ahkong joins from UBS O’Connor, where he was the chief investment officer of the global multi-strategy alpha business. Portfolio manager Ajay Kumar moves from ExodusPoint Capital Management LP, Dymon said in a statement. The moves highlight the rising prominence of a hedge fund manager that has put together years of returns despite wild swings in global markets. Dymon has become one of the biggest hedge funds in Asia after its shift away from a single manager model to a multi-strategy pod shop. Read More: Star Trader Who Lost His Touch Bounces Back as Hedge Fund Coach One key factor that’s helped increase assets is years of positive performance. Following a drop in March as the Iran war roiled global markets, the firm’s flagship fund rebounded in April and was up 9% for the year as of April 30, Dymon said in a statement. It generated an 18.1% return in 2025. Dymon, launched by co-founder Danny Yong , is expanding its international footprint as it seeks to invest the growing funds. The firm is opening new offices in Seoul and London. The Korean office will house research analysts, while Ahkong will lead the London operation once it opens in the latter half of this year, a Dymon spokesperson said in a statement. Ahkong left UBS O’Connor after it was acquired by Cantor Fitzgerald LP from UBS Group AG. Kumar, who also worked at Millennium Management as a senior portfolio manager before his time at ExodusPoint, will run a global ...

财联社5月13日讯（编辑 牛占林） 据媒体援引知情人士报道，人工智能初创企业Anthropic正寻求在新一轮融资中筹集至少300 亿美元。这将是该公司迄今为止规模最大的一次融资行动，以支持其在市场需求激增背景下的扩张计划。 目前相关讨论的核心是：这家开发Claude聊天机器人的公司，其投前估值可能超过9000亿美元。尽管有消息人士称本轮融资可能于本月内完成，但截至目前，双方尚未签署正式投资条款书，交易细节仍存在变数。 此次大规模融资之际，这家总部位于旧金山的公司正在探索最早于10月进行首次公开募股(IPO)。市场认为，在IPO前大规模融资，有助于其提前锁定支撑业务增长所需的海量算力资源。 知情人士透露，Anthropic管理层是在近期收到多份投资人主动发出的投资提议后，开始认真考虑9000亿美元这一估值水平。随后，公司已开始与现有股东接触，以评估其对新一轮融资的参与意愿。 据悉，随着Anthropic营收持续增长，包括Dragoneer、General Catalyst和Lightspeed Venture Partners在内的多家机构投资者已对其表现出浓厚的兴趣。 尽管该初创企业近期与多家科技巨头达成了重大协议，但这些企业是否参与本轮融资尚未确认。此前的交易已构建起一张复杂的、基于业绩里程碑和未来资本承诺的协议网络。 就在4月份，谷歌曾以3500亿美元估值向Anthropic投资100亿美元，这一轮融资的条款与今年2月那轮融资基本相同。根据协议，如果Anthropic达到特定技术指标或内部目标，Alphabet未来还可能额外提供300亿美元资金支持。 与此同时，亚马逊也已通过一笔50亿美元投资进一步巩固其持股地位，彼时Anthropic估值同样为3500亿美元。亚马逊还规划在未来某个未明确期限内，继续向Anthropic追加200亿美元投资。 Anthropic成立于2021年，由一批前OpenAI员工创立。公司创始团队最初希望在AI竞赛中更加重视安全性问题。自成立以来，Anthropic逐步将业务重心转向企业级解决方案，重点利用AI自动化处理网络安全、软件开发等复杂工作流程。 公司曾在2023年的融资推介书中写道，“我们相信，公司将在2025年或2026年训练出最好的模型，届时它将远远领先其他竞品，任何公司都无法在随后的周期中追赶上来。”

Gamehost Inc. press release ( GH:CA ): Q1 GAAP EPS of C$0.15. Revenue of C$21.16M (-0.3% Y/Y). More on Gamehost Inc. Gamehost to be acquired by Pure Casino Entertainment for $13.65 per share Historical earnings data for Gamehost Inc. Dividend scorecard for Gamehost Inc. Financial information for Gamehost Inc.

The company notched slight beats on both the top and bottom lines, but that wasn't sufficient for market players.

Key PointsRather, investors didn't take kindly to management's guidance cuts at all.

Data centers may be coming to your neighborhood as side installations associated with new homes—and in exchange would offer subsidized electricity and Internet access along with backup batteries to homeowners. The company behind the plan has already begun pilot testing in preparation for a 100-home trial run this year. The “distributed data center solution” announced by the San Francisco startup SPAN would deploy thousands of XFRA nodes that contain liquid-cooled Nvidia RTX Pro 6000 Blackwell Server Edition GPUs operating with minimal noise, according to a press release. By harnessing excess power capacity among US households, SPAN aims to quickly expand the available compute for AI workloads without the costs and delays associated with trying to build warehouse-sized data centers. “Data centers are loud, ugly, and often drive up local electricity bills,” said Chris Lander, vice president of XFRA at SPAN, in correspondence with Ars. “[This] is quiet, discreet, and makes energy more affordable for the host and community.” Read full article Comments

4 Brilliant Chip Stocks to Capitalize on the Artificial Intelligence (AI) Build-Out The Motley Fool

Advanced Micro Devices reports share stake of 65,516 shares in Marvell Technology - SEC filing marketscreener.com

The trial pits two of tech's most famous personalities against each other and could lead to seismic changes for the maker of ChatGPT. (Image credit: JOSH EDELSON)

JUN LI/iStock Editorial via Getty Images Earlier this year, I initiated coverage on JD.com, Inc. ( JD ). In that analysis, there were clear operational headwinds with margins and FCF having deteriorated significantly. However, the forward P/E ratio indicated that JD.com was trading at deep-value levels, and so I viewed the risk/reward as net positive. As you can see below, since then there have been some quite decent gains to show that my bull thesis had merit. Just earlier this morning, the Chinese eCommerce giant reported their latest round of earnings , and so today I will be providing an update for readers. Seeking Alpha In the analysis below, it is shown that the company continues to deal with challenges in their new businesses as well as a tough spending environment. However, there are also some encouraging signs, such as growth acceleration for the company as a whole and an improvement in their cash flows. While the fundamentals are far from perfect, the company is also far from being a lost cause at this point. Therefore, the deep value price tag at which the stock continues to trade indicates that the risk/reward remains attractive. As a result, I'm reiterating my buy rating on JD.com. Growth Sees Acceleration JD.com Q1 Highlights Starting with JD.com's top-line results, there are some reasons to be encouraged. For 2026 Q1, the company reported net revenues of RMB 315.7 billion, up by 4.9% YoY. While this is still undoubtedly a sluggish growth rate, note that just 1.5% of growth was reported for Q4 . Therefore, there has been an acceleration in business momentum. We will talk about consumer confidence in China later in this article, but I would say that JD.com has seen resilient top line results considering the macro and geopolitical environment. The company also edged past analyst revenue expectations . JD.com Q1 Highlights While an acceleration of growth for the company as a whole is nice to see, it should be mentioned that there was a stark contrast betw...

Mr-Tigga/iStock via Getty Images Investment Thesis The AI supercycle continues, along with the frenzied hype surrounding the assets that are benefiting from this boom. Sandisk ( SNDK ) is one of the main winners because the company's focus on the NAND memory segment is a very timely decision. Rather than simply analyzing SNDK’s fundamental value, the purpose of this article is to examine the strategic role of its vertical integration with Japan’s Kioxia ( KXIAY ). Partner relations between these memory manufacturers are entering a new phase of development, where $1.64 billion in Japanese government subsidies are enabling the construction of joint factories. Large-scale production in Kitakami and a backlog of orders through 2027 ensure operational and financial stability and extend the partnership through the end of 2034. Despite the fact that SNDK shares have already demonstrated phenomenal performance compared to other memory manufacturers, I estimate a discount of up to 22% based on valuation multiples. SNDK’s "Economic Moat" The competitive advantage of SNDK lies in its chosen business strategy, based on NAND production. It is one of the memory segments that is increasingly being adopted in AI infrastructure. The solutions offered by Sandisk allow for higher-density memory, pushing HDDs out of data centers. Since the split from Western Digital ( WDC ), SNDK has focused specifically on NAND technologies. When compared to the DRAM segment, there's more fragmentation in the NAND market, making it less vulnerable to market cycles. But in 2026, a super cycle in AI takes center stage, which leads to a huge surge in demand for NAND, creating a massive shortage. As a result, Sandisk's market value has increased 42-fold since its IPO in February 2025, whereas WDC and Micron ( MU ) have grown 6- and 7-fold, accordingly! Price Return, from February 2025 Even greater competitiveness for the company stems from the global trend of rising memory prices. Based on recent data fro...

【有線新聞】美國與伊朗的停火談判停滯不前，戰事亦影響全球經濟。美國總統特朗普稱，不會考慮美國人的財政狀況，唯一目標是伊朗不能擁有核武。另外美國國務院稱與中國一致反對在霍爾木茲海峽收取通行費。 美伊停火談判膠著，雙方未能就協議達成共識，持續影響美國以至全球經濟。美國總統特朗普重申，只有伊朗不能擁有核武才會與她們達成停火協議，不會考慮美國人的財政狀況或股市升跌。特朗普：「（與伊朗談判時，美國人的經濟狀況有多大程度影響你達成停火協議？）一點也沒有，我在伊朗問題上唯一關心的是她們不能擁核，我不會考慮美國人的財政狀況，也不會考慮任何人。」特朗普又認為即使面臨經濟壓力和油價高企，國民都會明白伊朗絕不能擁有核武，強調戰事結束後，油價會大幅回落、股市會攀升，美國會迎來黃金時代的高峰。 伊朗戰事持續逾兩個月，美國戰爭部公布伊朗軍事行動成本已攀升至290億美元，比兩周前估算的多40億，新增的費用包括更換和維修裝備以及一般營運開支，但不包括修復在中東受損設備費用。 面對霍爾木茲海峽仍然關閉，數百艘船隻滯留，南韓表明有意分階段參與美方開通海峽的行動，亦有文件顯示越南敦促美軍允許一艘運油輪突破封鎖通過霍爾木茲海峽。路透社引述美國國務院發言人，國務卿魯比奧與外長王毅一致反對任何國家在該海峽收取通行費，中方則表示確保航行暢通符合國際社會的共同利益。

格隆汇5月13日｜据韩国媒体：韩国国防部长表示，目前还不是就HMM船只遇袭事件采取行动的时候，已与美国方面进行了讨论。

Oracle Stock ORCL Slides Toward $180 as Inflation and AI Spending Fears Pressure Stock FXLeaders

JBS N.V. press release ( JBS ): Q1 GAAP EPS of $0.21 misses by $0.06 . Revenue of $21.61B (+10.7% Y/Y) misses by $70M . More on JBS N.V. JBS: Shares Rise 26% This Year, But The Main Trigger Is Yet To Come JBS N.V. (JBS) Q4 2025 Earnings Call Transcript JBS: Attractive Risk/Reward Opportunity Trump administration delays plan to ease beef tariffs - report JBS N.V. Q1 2026 Earnings Preview

Oracle Corp (ORCL) Shares Fall 4.7% -- GF Value Says Still Overv GuruFocus

imaginima/E+ via Getty Images The American Petroleum Institute reportedly shows a draw of 2.19M barrels of oil in U.S. commercial stockpiles for the week ending May 8, after declining by 8.1M barrels in the previous week. G asoline inventories reportedly show a build of 502K b arrels for the week, and distillate inventories reportedly show a draw of 319K barrels. The Energy Information Administration is scheduled to release its weekly U.S. petroleum supply report on Wednesday; the average of analysts surveyed by The Wall Street Journal forecast domestic commercial crude stocks would decline by 2.3M barrels, gasoline inventories were expected to drop by 2.6M barrels, and distillate inventories were expected to decline by 2.1M barrels. WTI front-month June crude oil ( CL1:COM ) recently traded at $102.18/bbl, unchanged from Tuesday's settlement price. ETF: ( USO ) More on crude oil WTI Crude Is Poised For A Potential Volatility Bullish Breakout Above $102.54/Bbl Upside Chasing In Tech Stocks Surges To Covid Extremes Prepare For What Could Be The Biggest Oil Bull Market Of Your Life

Key PointsChip fabricators are rapidly expanding their production facilities to meet soaring demand.

4 Brilliant Chip Stocks to Capitalize on the Artificial Intelligence (AI) Build-Out The Globe and Mail

格隆汇5月13日｜巴西政府：总统卢拉将签署行政命令，取消针对低价值进口商品的联邦税。

Qualcomm (NASDAQ:QCOM) Trading Down 11.5% - Time to Sell? MarketBeat

标普上调闪迪评级至BB+——因需求、交付强劲，前景展望正面。（财联社）

格隆汇5月13日｜据韩国媒体：韩国国防部长表示，已告知美国国防部长赫格塞思，韩国将研究分阶段参与霍尔木兹海峡任务的方案。

Guido Mieth/DigitalVision via Getty Images Back in November of last year, I decided to upgrade shares of F.N.B. Corporation ( FNB ) from a "Hold" to a "Buy." I found myself impressed by improvements that the company had demonstrated when it came to fundamentals and asset quality. Shares of the business were also attractively priced. My decision to upgrade the stock ultimately worked out, as demonstrated by the fact that shares are up 14.8% since then. Over that same period, the S&P 500 is up only 7%. After such a move higher, it's reasonable to ask if downgrading the stock is justified. After all, shares of a business deserve to rise only so much before the firm in question is fairly valued or overvalued. Certainly, the easy money has been made here. But based on the data that's available, I would argue that further upside is appropriate. Enough, at least, to justify maintaining it as a soft "Buy." I'm Not Ready To Stop Banking On F.N.B. Corporation Since I last wrote about F.N.B. Corporation late last year, investors have been given access to data covering two additional operating quarters. This data covers through the first quarter of the 2026 fiscal year . During that time, deposits for the institution came in at $38.90 billion. That's up from the $38.44 billion that the business had in the third quarter, and it compares favorably to the $37.10 billion that the business ended 2024 with. This overall trajectory for the business is certainly encouraging in and of itself. And as deposits have increased, the value of loans increased also. Author - SEC EDGAR Data According to management, loans amounted to $33.52 billion in 2024. But by 2025 , that number had risen to $34.34 billion. We saw a further increase to $34.67 billion by the first quarter of 2026. On a gross basis, that number is at $35.11 billion, which stacks up nicely compared to the $33.94 billion that the institution had at the end of 2024. The greatest exposure that the institution has here would be to c...