In the world of integrated energy giants, few names command as much influence as Shell plc SHEL and Chevron Corporation CVX. Both companies have built vast global operations spanning upstream production, refining, marketing and fast-growing LNG businesses, making them pillars of the energy industry. Despite operating in the same sector, the two supermajors have adopted distinct strategies to navigate the recent volatile commodity markets and the evolving energy landscape. Chevron has differentiated itself through disciplined capital allocation, steady production growth, a strong balance sheet and reliable shareholder returns. Shell, meanwhile, has leveraged its integrated portfolio and LNG leadership to drive earnings momentum and operational strength. Despite following different strategies, both companies remain financially resilient and continue to play a major role in meeting the world’s growing energy demand. Let’s dive deep and closely compare the fundamentals of the two integrated giants to determine which one holds an upper hand. The Case for Shell Stock Shell’s integrated model is a major strength because it gives the company resilience across the full energy value chain. Its operations span Upstream, Integrated Gas, Chemicals & Products, Marketing, Renewables, trading, refining and customer-facing businesses, allowing the company to capture value from upstream production through end-market sales. During the first quarter of 2026, Shell’s adjusted earnings from the upstream segment rose to $2.4 billion from $2.3 billion in the prior-year quarter, highlighting the stability created by its diversified and integrated portfolio. This structure also helped the company manage recent volatility, as disruptions in Qatar and Australia were partly offset by the ramp-up of LNG Canada and by strong trading and optimization. Another strength is the stabilizing role of downstream and marketing operations. Refinery utilization reached 99%, and Marketing segment adjusted ea...

After more than a decade of disciplined budgeting and limited capital expenditure, oil and gas companies are opening their wallets again. The commodity supercycle of the mid-2000s left the industry overextended, with bloated deepwater projects, uneconomic oil sands expansions, and Arctic ventures that never panned out. When crude collapsed in 2014, the resulting hangover ushered in a structural shift toward capital restraint, shareholder returns, and ESG-driven caution that persisted for the better part of a decade. That era appears to be ending. With oil prices hovering near $100 and no near-term catalyst for a meaningful pullback, producers are doing something they haven't done in years, investing aggressively in new production. And the biggest beneficiaries aren't the producers themselves, but the companies that supply the rigs, the frac crews, and the subsea equipment that make drilling possible. Among this group, Valaris (VAL), ProFrac Holding Corp. (ACDC) andHelix Energy Solutions Group (HLX) stand out for strong momentum, earnings upgrades and considerable industry tailwinds. Image Source: Zacks Investment Research The Capex Cycle Is Turning and Oil Services Stocks Lead The parallel to the technology sector is hard to ignore. After a brief discipline phase in 2022-2023 marked by layoffs and "year of efficiency" mantras, Big Tech found its permission slip in artificial intelligence and began spending at record levels. The Mag 7 are collectively guiding for over $680 billion in capex for 2026, up from roughly $400 billion in 2025, funding data centers, GPU clusters and AI infrastructure at a pace that would have been unthinkable two years ago. To put that in perspective, total global oil and gas capital expenditure across all segments, upstream, midstream, and downstream is estimated at roughly $680 billion in 2026. Seven technology companies are now spending as much on AI infrastructure as the entire global energy industry spends to find, produce, transport, a...

We’re looking for couples, who don’t often open up about their finances with each other, to take part in an experiment for the Saturday magazine. Maybe you have a ridiculous Pret habit you don’t mention to your boyfriend or you’re hooked on online shopping and have never revealed the extent of your spending to your wife. Or maybe the two of you have simply never sat down and discussed what you scrimp on and where you splash out. If this sounds like you – and you’d be willing to record and share money diaries with each other in the presence of a Guardian journalist – get in touch and we can share more information. We would run these interviews anonymously. Share your experience You can share your experience 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 open are you about money with your partner? 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 h...

今年是双方宣布决心发展平等信任的、面向二十一世纪的战略协作伙伴关系30周年、《中俄睦邻友好合作条约》签署25周年 应中华人民共和国主席习近平邀请，俄罗斯联邦总统普京于2026年5月19日至20日对中华人民共和国进行国事访问。图：视觉中国 【财新网】 应中华人民共和国主席习近平邀请，俄罗斯联邦总统普京于2026年5月19日至20日对中华人民共和国进行国事访问。据新华社客户端报道，两国元首在北京举行正式会谈，并共同出席2026－2027年“中俄教育年”开幕式。中华人民共和国国务院总理李强同俄罗斯总统普京举行会见。 中华人民共和国和俄罗斯联邦（以下称“双方”），声明如下： 一 今年是双方宣布决心发展平等信任的、面向二十一世纪的战略协作伙伴关系30周年、《中俄睦邻友好合作条约》签署25周年。

美银证券的一项分析显示，关税退税可能是一种温和的通胀放缓动力。 这些经济学家表示，退税应该会成为应对高汽油价格的另一个缓冲，因为获得这些退税的进口商可能会用这笔钱来抵消能源和运输成本上涨的影响。“它们还可能提供某种类型的消费者救济，调查表明，这更有可能以价格上涨放缓的形式出现，而不是给消费者带来直接利益“。 责任编辑：李桐

CNBC's Jim Cramer warned Nvidia CEO Jensen Huang that he must address the elephant in the room on Wednesday night's post-earnings conference call. Actually, two elephants: Amazon and Alphabet . And, make no mistake about it, these two hyperscalers are encroaching on Nvidia's turf with their in-house custom artificial intelligence chips. Huang must play offense, not defense, Cramer said on "Squawk on the Street," just hours before Nvidia reports its fiscal 2027 first quarter. As Cramer's Investing Club has reported in its preview stories, a beat and raise is the bare minimum. Nobody is questioning the demand for Nvidia chips. But Huang cannot stay quiet on the competition. "If he just goes in and doesn't address the fact these people are gunning for him, then I think it's a show of weakness," Cramer said. "He could say people are misunderstanding the importance of these two hyperscalers. And that he can live without them," Cramer said, alluding to the fact Amazon and Alphabet are also big buyers of Nvidia chips. "It doesn't even have to be confrontational. He can say, 'Listen, I love them, they're great, but we have so many people that want our chips." Cramer said Huang must respond to Amazon and Alphabet's April conference calls, which focused on the profitability benefits of their in-house chips. "At what point are they competitors, and not frenemies?" Cramer asked. Amazon's chip business, which includes Graviton, Tranium, and Nitro, saw 40% sequential growth in the latest quarter. CEO Andy Jassy said on the call, "If our chips business was a standalone business, and sold chips produced this year to AWS and other third parties (as other leading chips companies do), our annual run rate would be $50 billion." He added, "While the largest number of AI chips we're bringing in are Trainium, we continue to have a deep partnership with Nvidia." Alphabet CEO Sundar Pichai said on the Google call, "Our custom TPUs, Axion CPUs, and the latest NVIDIA GPUs continue to form the...

Chewy Inc. CHWY is currently trading at a trailing 12-month price-to-sales (P/S) multiple of 0.59X, which is at a discount compared with the industry’s average of 2.03X. The company is a leading online pet retailer, utilizing its robust e-commerce platform to serve a growing population of pet owners. The key issue for investors is whether this discounted valuation reflects underlying business challenges or presents a buying opportunity. CHWY’s Valuation Snapshot Image Source: Zacks Investment Research This valuation is especially notable when compared with peers such as Central Garden & Pet Company CENT, which has a trailing 12-month P/S of 0.78X, Petco Health and Wellness Company, Inc. WOOF at 0.13X and BARK, Inc. BARK at 0.18X. However, Chewy’s recent stock performance partly explains its discounted valuation. Closing yesterday’s trading session at $19.66, the stock has tumbled 20.4% in the past three months, underperforming the industry’s growth of 18.4%. The company also trailed the Retail - Wholesale sector’s 6.7% increase and the S&P 500 index’s 9.6% rise. Image Source: Zacks Investment Research Chewy’s share performance has been pressured by moderating pet industry growth, softer household formation trends and the absence of meaningful pricing tailwinds. Investor sentiment was further impacted by expectations for slower near-term sales growth, particularly with first-quarter growth projected to mark the low point of 2026. CHWY has underperformed peers such as Central Garden and Petco Health, while outperforming BARK. In the same period, shares of Central Garden and Petco Health have declined 2.6% and increased 0.4%, respectively. Meanwhile, BARK’s shares plunged 39.5%. CHWY’s Performance vs. Peer Performance Image Source: Zacks Investment Research Despite CHWY’s recent stock decline, upward estimate revisions have helped build some confidence in the stock. The Zacks Consensus Estimate for earnings per share (EPS) has moved higher over the past 60 days. Estima...

Bank Leumi le-Israel B.M. press release ( BLMIF ): Q1 GAAP EPS came in at NIS 1.58 vs. NIS 1.60 YoY. Net income of NIS 2.35B ($742M), down 2.4% YoY, while adjusted net income excluding the special bank tax was NIS 2.6B. Loan loss expenses rose to NIS 166M from NIS 55M YoY, while the loan portfolio grew 18.4% YoY to NIS 547.8B. CET1 ratio stood at 11.74%; the liquidity coverage ratio was 117%. More on Bank Leumi le-Israel B.M. Bank Leumi le-Israel B.M. (BLMIF) Q1 2026 Earnings Call Transcript Bank Leumi le-Israel B.M. (BLMIF) Q4 2025 Earnings Call Transcript Bank Leumi le-Israel B.M. GAAP EPS of NIS 1.71 Historical earnings data for Bank Leumi le-Israel B.M. Dividend scorecard for Bank Leumi le-Israel B.M.

“迄今没有出现程序员岗位大规模减少这种令人恐慌的事情” 2026年3月7日，北京，BOSS直聘需求岗位广告。图：视觉中国 【财新网】 BOSS直聘提供春招市场观察结果。5月20日美股盘前，BOSS直聘（NASDAQ: BZ；HKEX: 2076）发布2026年第一季度财报。 “从我们平台的情况来看，迄今没有出现程序员岗位大规模减少这种令人恐慌的事情。” BOSS直聘（NASDAQ:BZ）创始人、董事长兼CEO赵鹏在财报会上介绍，与此同时，平台上的人工智能相关岗位持续增长，相关岗位带来的收入涨幅超过100%。 对于AI发展是否会冲击程序员岗位供给的问题，赵鹏引用BOSS直聘的平台数据显示，2026年1月-4月，软件工程师的活跃招聘职位同比增加10.9%。这一趋势与美国同行的观察相似。根据美国招聘网站的数据，2026年1-4月活跃软件开发岗位同比增长9.1%。

Barney Frank, former congressman and gay-rights pioneer, dies at 86 toggle caption KAREN BLEIER/AFP via Getty Images Barney Frank, the liberal icon and gay-rights pioneer who represented Massachusetts in Congress for more than three decades, died Tuesday night at his home, according to a close friend who confirmed his death to member station GBH. He was 86 years old and had been receiving hospice care for congestive heart failure. Recently asked by GBH if he wished he could do over any part of his career, Frank replied: "I would have come out earlier." Read GBH's full remembrance here. Frank's last message for Democrats toggle caption Paul Morigi/Getty Images/Getty Images WBUR's Anthony Brooks spoke with Frank while in hospice at his home in Ogunquit, Maine, where he lives with his husband, Jim Ready. Sponsor Message In their conversation, Frank shared an urgent message for Democrats hoping to bounce back from Trump. He says Democrats have a chance to defeat President Donald Trump's brand of right-wing populism, but only if the party embraces core economic issues instead of polarizing culture fights. Read more from their conversation here. This is a developing story.

LIV Golf is preparing for a potential bankruptcy filing after Saudi Arabia’s Public Investment Fund pulled support, casting doubt over the future of a venture that upended professional golf with billion-dollar spending sprees and blockbuster player contracts. Randall Williams reports on Bloomberg Television. (Source: Bloomberg)

格隆汇5月20日｜因佛诞日，港股于5月25日(周一)休市，南、北向交易关闭。

挪威环保技术公司Vow ASA周三发布2026年第一季度财报，在邮轮相关业务强劲增 长和 运营改善的推动下，公司实现营收与盈利双增，核心利润指标成功扭亏为盈。 核心财务数据：营收增长16%，EBITDA转正 财报显示，Vow第一季度总营收达2.84亿挪威克朗，较2025年同期的2.45亿克朗增加3900万克朗，同比增长约16%，尽管期间受到负面汇率影响。调整后EBITDA录得2300万克朗，而去年同期为亏损280万克朗，成功实现扭亏为盈。截至季末，公司订单积压稳固在约18亿克朗，高于去年同期的15亿克朗，订单合同延伸至2034年，为未来收入提供了良好能见度。 业务板块：海事解决方案领涨，售后服务创新高 业绩增长主要由两大板块驱动。海事解决方案作为主要增长引擎，该业务在季度内项目交付活跃，随着遗留低利润合同占比下降，利润率实现明显提升。公司在本季度获得了一家欧洲大型船厂的2700万欧元新订单，为四艘新邮轮提供设备。 售后服务得益于持续扩大的装机基础，该业务收入创下历史新高，且盈利能力保持强劲。服务收入具备经常性、高毛利率的特征，正在为公司提供越来越稳定的利润基础。 工业解决方案方面，两大循环经济项目按修订后的假设推进，目前已进入最后阶段。公司对该业务采取更审慎的选择性销售策略，以获取更高利润、更低风险的合同。 战略调整：精简运营模式，强化财务管控 公司首席执行官Gunnar Pedersen表示，邮轮相关业务和售后服务是本季度营收增长和盈利能力提升的主要贡献者，公司的业绩得到了在邮轮领域的强大市场地位以及不断扩大的装机基础的支持。 季度内，Vow开始实施更精简的运营模式，以实现明确的责任划分和改进的控制。现金流管理是2026年的核心优先事项，公司已建立更有效的工作资本管理和收款流程新规。在融资方面，公司获得了一项针对2026年3月31日报告期的契约豁免，并从第二季度起落实了新的契约结构，包括将部分债务重新分类为非流动负债，从而稳定了其融资状况。 展望：地缘政治不确定性，但基本面稳固 尽管地缘政治紧张局势加剧带来不确定性，但管理层强调，公司在邮轮领域的强大市场地位、坚实的订单积压以及不断增加的Vow系统在运营船舶数量，为其稳健发展提供了坚实基础。在工业解决方案方面，完成两个大型项目将是未来的重要里程碑，同时销售活动仍将集中在传统业务领域。公司将继续推进扭亏为盈计划，致力...

深圳市大鹏新区升级暴雨预警为红色 龙岗区升级为橙色 2026-05-20 22:53:17 来源： 同花顺7x24快讯 分享 大鹏新区(葵涌、大鹏街道)和龙岗区(园山街道)已出现70毫米以上强降雨，预计未来2-3小时还将出现40-80毫米降水，深圳市气象台5月20日22时35分将大鹏新区(葵涌、大鹏街道)升级为暴雨红色预警信号，龙岗区(园山街道)升级为暴雨橙色预警信号。全市进入暴雨防御状态，请远离低洼易涝等危险区域，上述区域山洪风险较大，注意防御暴雨可能引发的局部内涝、山洪、滑坡、泥石流等灾害。(央视新闻)

格隆汇5月20日｜因佛诞节补休，韩国股市于5月25日(周一)休市。

神舟二十三號將於近期發射，發射場區今日進行全系統演練，其中航天員進行了醫學檢查及各項流程演練，外界關注來自香港的航天員是否有份升空。 神舟二十三號船箭組合體上周六已轉運至酒泉衛星發射中心發射區，計劃近日擇期發射。發射場區周三組織各單位進行全系統合練，在統一調度下，火箭、飛船等分系統進行功能檢查，從飛行準備、點火起飛，到船箭分離，實施全過程模擬演練。 演練中，航天員系統亦開展乘組醫學檢查等準備工作，對出征儀式、艙內狀態設置、進艙後流程等任務進行演練。央視報道指，所有流程和操作都一次到位、精準無誤。 早前發布的神舟二十三號載人飛行任務標識，採用圓形設計，其中包含紫荊花圖案。央視旗下平台《空天逐夢》提到，標識藏著紫荊花圖案，是香港特區區旗、區徽的重要組成部分。外界關注來自香港的航天員是否有份升空。 中國載人航天工程辦公室今年二月曾公布，來自港澳地區的航天員，有望最早在今年執行太空站飛行任務。當局至今未公布兩名港澳航天員身份。早前有消息指，香港的載荷專家是來自警隊的女總督察黎家盈。

格隆汇5月20日｜因阵亡将士纪念日，美股于5月25日(周一)休市。

格隆汇5月20日｜瑞穗将哈门那的目标价从290美元上调至335美元，将联合健康的目标价从410美元上调至440美元，将西维斯健康的目标价从102美元上调至110美元，均维持“跑赢大市”评级。

塔吉特 周三盘前公布的2026财年第一季度财报表现强劲，营收与盈利双双超越市场预期，并上调了全年销售增长预测。新CEO上任后的首个完整财季表现提振了市场信心，多家机构随即上调目标价。 Q1业绩核心数据全面超预期 财报显示，在截至5月2日的第一财季，塔吉特实现营收254.4亿美元，同比增长6.7%，高于市场预期的246.6亿美元。调整后每股收益为1.71美元，同比增长32%，远超FactSet预期的1.47美元。可比销售额增长5.6%，大幅超越市场预期的2.4%，其中门店可比销售增长4.7%，数字渠道可比销售增长8.9%。交易次数同比增长4.4%，扭转了2025年同期2.4%的下降趋势。 毛利率从去年同期的28.2%提升至29%，主要受益于库存损耗率降至疫情前水平。经营利润率为4.5%，超出市场预期的3.78%，但经营利润同比下降23%至11.4亿美元。 上调全年指引：销售增长目标翻倍 基于一季度的强劲表现，塔吉特将2026财年全年净销售增长预期从此前的2%上调至约4%。全年调整后每股收益指引维持在7.50至8.50美元区间，但公司表示预计将达到该区间的高端。全年营收指引上调至1085亿至1095亿美元，高于市场预期的1064亿美元。 新任CEO Michael Fiddelke表示：“展望未来，我们将在不确定的经营环境下保持纪律及灵活。我们对首季表现感到满意，但仍专注于建立持续的长期增长，且明白前路仍需大量工作。” 华尔街反应：目标价上调，整体维持谨慎乐观 财报发布后，多家机构更新了对塔吉特的评级和目标价。Telsey Advisory Group维持“跑赢大盘”评级，目标价从145美元上调至148美元，认为Q1显示转型计划执行初见成效。 富国银行 维持“增持”评级，目标价从135美元上调至140美元。 摩根大通 维持“中性”评级，目标价从120美元上调至129美元。Piper Sandler维持“中性”评级，目标价从119美元上调至121美元。巴克莱维持“低配”评级，目标价从108美元上调至115美元。花旗维持“中性”评级，目标价从117美元上调至133美元。 目前，华尔街对塔吉特股票的共识评级为“持有”。根据MarketBeat数据，11位分析师给予“买入”评级，18位给予“持有”，3位给予“卖出”，平均目标价约为119.93美元。 谨慎信号仍存：部分机构维持看...

ECB June rate hike case is nearly sealed but July is fully open, sources say Reuters

Oil fell for a second day as traders weighed US President Donald Trump’s latest threat to resume strikes on Iran. Paul Sankey, Founder of Sankey Research, discusses the outlook for gasoline prices heading into the summer as the Strait of Hormuz remains shuttered. (Source: Bloomberg)

Wells Fargo delivered one of the most aggressive price target revisions on a major AI semiconductor name this quarter. The firm raised its price target on Marvell Technology (NASDAQ:MRVL) to $195 from $135 and reiterated an Overweight rating, anchoring the call on AWS Trainium deployment and broadening custom silicon momentum. The price target raise lands ... Marvell Price Target Vaults to $195 at Wells Fargo on AWS Trainium and Custom Silicon Momentum

专题：聚焦美股2026年第一季度财报 这家培乐多彩泥、热火玩具制造商一季度营收大涨 13%，突破 10 亿美元 内容速览 孩之宝一季度净利润达 1.984 亿美元，同比近乎翻倍；营收大涨 13% 至 10 亿美元。 受威世智品牌及数字游戏业务持续热销拉动，孩之宝一季度营收与利润双双大幅上涨。 这家旗下拥有培乐多彩泥、热火玩具的玩具巨头于周三公布财报：截至 3 月 29 日的第一财季，公司净利润 1.984 亿美元，折合每股收益 1.39 美元；去年同期净利润仅 9860 万美元，每股收益 0.70 美元。 剔除一次性损益项目后，调整后每股收益为 1.47 美元，远超市场机构预测的 1.20 美元。 一季度营收同比大涨 13%，达到 10 亿美元 ，超出公司此前 9.7 亿至 9.85 亿美元的业绩指引，也高于华尔街 9.692 亿美元的市场预期。 营收增长主要得益于桌游《万智牌》市场热度居高不下。近年来，凭借《万智牌》《龙与地下城》等角色扮演卡牌游戏，孩之宝成功吸引大批青少年及成年消费群体。 孩之宝表示，囊括两大热门 IP 的 威世智及数字游戏业务 营收同比大增 26%，渠道扩张、新玩家涌入以及收藏玩家复购热潮共同推动该板块业绩走高。 该板块亮眼表现，抵消了旗下消费品业务营收停滞不前的颓势。公司首席执行官克里斯・考克斯表示，玩具与游戏主业已实现增长，全年该业务板块整体增长目标仍可顺利达成。 受合作项目性质与上线节奏影响，旗下娱乐业务营收同比下滑 24%。 展望全年，孩之宝维持此前业绩预期：按固定汇率计算，全年营收增速预计为 3% 至 5%；调整后息税折旧摊销前利润区间为 14 亿 —14.5 亿美元。 公司同时提示，此前披露的网络安全入侵事件或将给第二季度带来额外成本支出，目前相关损失规模与后续影响尚未完全确定。孩之宝称已有效控制此次非法入侵造成的风险，并计划追回部分相关损失。 孩之宝表示：“目前我们仍在稳步推进系统与各项业务全面恢复工作。” 该股早盘下跌8%。 责任编辑：郭明煜

黃色暴雨警告生效，天文台發出局部地區大雨提示，指新界北區有大暴雨，該區每小時雨量預料或已超過100毫米，有可能出現嚴重水浸。 在粉嶺公路北行方向，雨勢密集，車輛都要慢駛，部分行車線出現積水。 天文台指，與高空擾動相關的強雷雨區，持續影響珠江口一帶，天文台亦發出新界北部水浸特別報告，指新界北部尤其是八鄉及錦田、上水、打鼓嶺一帶，正受大雨影響。過去2小時，該區錄得超過90毫米雨量。

RedCloud Holdings plc于5月19日提交了截至2025年12月31日的20-F年度报告，披露经审计全年营收为4850万美元。公司同时重申2026年全年营收指引为1.2亿美元，较上年增长超过一倍。 尼日利亚市场增长68%，平台交易额达32亿美元 财报显示，2025年RedAI平台总交易额达32亿美元，同比增长31%。尼日利亚市场表现尤为亮眼，营收同比增长68%，活跃经销商数量达到981家。自2023年1月至2025年12月，RedAI平台累计交易额达69亿美元，持续为训练RedAI RAID引擎的专有数据集提供支持。 RedCloud创始人兼首席执行官Justin Floyd表示：“尼日利亚业务正以68%的速度复合增长，单位经济效益不断改善，我们的合资模式正在三个走廊扩张，RAID已进入部署阶段。” 合资与授权模式加速扩张，AI智能体下半年推出 2025年以来，RedCloud在轻资产扩张模式上取得多项进展：2026年3月与土耳其一家经销商签署合资协议，价值最高达5000万美元；4月签署沙特阿拉伯五年期授权协议，价值最高达3000万美元；5月宣布拟与ACA Capital在南非成立合资公司，覆盖当地14万家传统贸易网点。 公司重申的1.2亿美元2026年营收指引，反映了核心市场的持续增长、计划于下半年推出的三个RedAI专家智能体，以及合资与授权模式的收入贡献。 公司背景：瞄准2万亿美元快消品库存缺口 RedCloud总部位于伦敦，运营以AI技术驱动的智能交易平台RedAI，主要服务于新兴市场的快消品供应链。平台连接品牌商、分销商与零售商，通过AI驱动的推荐、预测与定价功能，解决全球快消品供应链中每年约2万亿美元的库存缺口问题。截至2025年6月，平台已覆盖超5.1万家零售商、7，600多个品牌和800余家分销商。 截至5月20日，RedCloud股价约为0.58美元，市值约3280万美元。公司目前现金消耗较快且尚未实现盈利，但分析师将目标价设定在5至5.50美元区间，较当前股价存在较大上行空间。 责任编辑：张俊 SF065

00:00 Speaker A just to break it down here, we're talking about SpaceX, we're talking about a number of different companies kind of smushed together, like so it's a broader sort of space services firm, I guess you could call it. So Starlink as you mentioned is the satellite company, that's the part of it that makes money. That's really the the profit engine right now for it. 00:17 Speaker A Then you've got the launch services, which are the Falcon rockets and eventually Starship and from what I've been reading, the the real goal for Starship is to be able to carry heavier payloads and have a reusable rocket, booster and rocket, right? So that it's the goal I think is 100 to 150 metric tons into low Earth orbit. So they can just carry more stuff as they go up there and then reuse the rockets on the way down. They've got some government and military contracts. 00:46 Speaker A Um they've got, you know, human space flight potentially. and then there's XAI which they bolted on to the thing too. There's a lot of questions in here because of the complexity of the business with all those different parts. 00:58 Speaker B I want to you know quickly touch on you know Starlink right? So you know right before you know we heard the rumors that they were going to potentially file for IPO. What did you see? A lot of expansion of Starlink. I saw a report talking about how they're making 15,000 starling kits a day. You know we saw this US mobile deal right? This is where it's direct to sell. Uh potentially that's the huge next step. So there's stuff like that they want to do uh which could be really huge and I think that's a massive opportunity uh for Starlink just Starlink alone for sure. 01:21 Speaker A And then, um, they're going to add more stuff to it because now there's reports out that they're going to buy this cursor coding company after the IPO closes. So that then adds on yet another, I mean, presumably that'll sort of be rolled into XAI and be part of that, but that adds o...

格隆汇5月20日｜美国总统特朗普：在古巴再次获得自由之前，美国不会停歇。美国不会容忍一个距离本土仅90英里的国家是个流氓国家。

Larry Bushart, a retired Tennessee cop who was jailed for 37 days for posting a Trump meme on Facebook , won an $835,000 settlement Wednesday after suing the county and sheriff that he said jailed him in order to censor him. In a press release , Bushart's legal team at the Foundation for Individual Rights and Expression (FIRE) confirmed that Bushart agreed to dismiss his lawsuit in exchange for the "substantial settlement." "I am pleased my First Amendment rights have been vindicated," Bushart said. "The people’s freedom to participate in civil discourse is crucial to a healthy democracy. I am looking forward to moving on and spending time with my family." Read full article Comments

"She was the friend and partner you wished to have in your life. I know that half of me has gone. I am broken and will never be the same man again."