Broadcom (AVGO) Price Target Raised Ahead of Q2 Results GuruFocus

$AMD shows the path into $900, supporting world indices FXStreet

The investment raises Tesla's annual production capacity target at its Gruenheide factory from 8 gigawatt hours to 18 gigawatt hours

Tesla invests $250 million to expand Germany battery plant Yahoo Finance

Image source: The Motley Fool. May 12, 2026, 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

格隆汇5月12日｜美国电商平台eBay(EBAY.US)跌1.8%，报106.2美元。游戏驿站(GME.US)跌2.2%，报22.66美元。 消息面上，eBay正式拒绝了由游戏驿站CEO柯恩(Ryan Cohen)提出的560亿美元收购要约。eBay董事会主席Paul Pressler在信函中明确表示，这项未经请求的投标既不可靠也无吸引力。上周，柯恩提议以每股125美元的价格收购eBay，这一价格较上周五收盘价溢价约20%。柯恩此前已放话，若eBay董事会拒绝此提案，将绕过董事会，直接向股东发起代理权争夺战，试图透过股东表决强行并购。(格隆汇)

Isomorphic Labs, an AI-first drug design and development company, today announced it has raised $2.1 Billion in Series B funding. This latest round of investment will accelerate the company's evolution from pioneering novel AI models to applying them at scale.

Petrovich9/iStock via Getty Images The 2026 AI bubble One of the most shared charts currently is the Shiller PE ratio for the S&P500 ( SP500 ) - it shows that the current valuation is at the 2000 dot-com level, with the Shiller PE above 42. However, this time the bubble is actually much bigger, because the true bubble is in the earnings - earnings are unsustainably inflated, and likely to sharply slow over the next decade. On top of that the valuation on those earnings is extremely high, meaning investors irrationally expect the recent earnings growth rate to continue. My arguments are consistent with the Fed's study: End of an era: The coming long-run slowdown in corporate profit growth and stock returns. At the peak of the 2000 bubble, the risk was primarily a multiple contraction. At the peak on 2026 bubble, the risk is twofold: 1) a multiple contraction and 2) a sharp decrease in earnings Thus, the 2026 bubble is actually more speculative, or should I say the most speculative if compared to all other modern-day bubbles. What happened since the year 2000? Globalization exploded, with US companies expanding markets to virtually all corners of the world, and at the same time lowering costs by outsourcing production - this led to a massive profit growth. Fiscal expansion injected massive amounts in the markets after the 2008 crisis and 2020 crisis, and these funds eventually ended up in corporate profits. Monetary expansion also massively increased monetary base via several rounds of Fed's QE, which also ended up in corporate profits. Demographics were favorable in 2000, with most baby-boomers around the prime age, and this boosted consumption and investment. What's the situation now? Now we have deglobalization - this will be negative for corporate profits going forward. US debt is at 125% of GDP, thus, fiscal intervention is now capped or limited without a fiscal shock. Similarly, the Fed's balance sheet is still too large, which also limits future monetary interv...

Quality compounders are flywheels. Said differently, they’re businesses that generate heaps of profits and consistently reinvest them to produce even more profits. Rinse and repeat.

5月12日， 松下 控股（Panasonic Holdings）在东京发布最新增长战略及上一财年财报。公司明确提出，将通过加大人工智能（AI）相关产品的开发与应用，力争在2029财年（截至2029年3月）实现7500亿日元（约合47.6亿美元）以上的调整后营业利润。 根据战略规划，人工智能基础设施相关业务预计将为公司贡献约1300亿日元的利润增量。松下指出，这一增长预期主要由能源事业部及工业事业部驱动。目前，松下能源事业部已开始向日本境内数据中心交付电池电芯，并决定在其美国堪萨斯州工厂引入相关生产线，以满足全球AI数据中心对高效能源存储设备激增的需求。 在披露增长前景的同时，松下也坦承其车载电池业务近期面临严峻挑战。受美国关税政策调整、在美新工厂启动成本高企以及日本本土市场销量下滑等多重因素影响，能源事业部上一财年利润同比缩水42%，未达成既定年度目标。其中，今年1月至3月季度该业务录得38亿日元亏损。 即便核心业务面临阶段性波动，松下仍对其中长期盈利前景保持乐观。公司预计，到2027财年（截至2027年3月），能源事业部的营业利润有望回升至1710亿日元。受此战略愿景提振，松下控股股价当日收于历史高点附近。统计显示，该公司股价今年以来累计涨幅已接近68%。 责任编辑：龙运翔

STORY: JD.com beat first-quarter revenue and profit expectations on Tuesday. It was seen as a positive sign by investors and shares rose about 1% after the update. Subsidies from local governments have proved helpful to JD.com. It's encouraged consumers to trade in old appliances and electronics, with JD.com the biggest retailer of these goods. Markets watchers will want to see if Beijing's subsidy program can help the firm keep up its momentum. Especially as tariff and consumer-demand pressure mounts. JD.com's home Chinese market has long struggled with weak consumer confidence. That's due to a property slump and higher tariffs imposed by the U.S. on many Chinese goods. The U.S.-Iran war has also raised fuel prices and the cost living - which has hit consumer spending power. JD.com said revenue for the quarter ended March was just under $46.5 billion - that was ahead of analyst forecasts. However, higher costs hit net income. JD.com has spent more on fulfilment costs, research and development as well as marketing.

Hi, it’s Fareed Sahloul in London, rounding up a busy morning of deal news for UK testing firm Intertek and its activist investors. Also today, the stage could be set for a proxy fight at eBay. Today’s top stories EBay spurns GameStop bid as ‘neither credible nor attractive.’ EQT makes final Intertek bid as investors urge deal talks. Siemens weighs acquisition of rail technology firm Mer Mec. Byron Allen to take over BuzzFeed, replace Peretti as CEO. Ackman’s Pershing seeks to toss suit over Howard Hughes deal. Testing resolve Appropriately for a company in the business of testing whether things are fit for purpose, Intertek has spent the last few weeks examining a flurry of takeover offers from EQT—and quickly dismissing them in turn. So far it’s rejected three bids for undervaluing the company. That might be about to change, as EQT, undeterred, returns with a fourth and final offer worth up to £61.077 a share; it breaks down to £60 in cash and up to £1.077 in a dividend already earmarked for investors. Intertek is mulling things over. Sixty pounds is around the level that we’ve reported shareholders, and the company itself, would feel more comfortable doing business. It’s also closer to where the stock traded during the pandemic, when demand for testing companies was running high. Since then, Intertek has underperformed relative to peers and investors have seemingly grown unsure about whether the company can get itself back on track with a strategy overhaul. In recent days, the likes of PineStone and PrimeStone (yes, two different firms) have come out to urge Intertek to open talks with its private equity suitor. Activist investors Palliser and Lost Coast Collective, the firm founded by Nelson Peltz’s son Matt Peltz, are doing the same . The general consensus seems to be that a takeover will bring greater value than pursuing a breakup. “While the board and management may have confidence in a partial sale and an operational fix, the market clearly does not believe ...

格隆汇5月12日｜燃气轮机行业正在经历史无前例的供需错配。5月12日，从中国动力工程学会等主办的2026第十三届航空动力和燃气轮机聚焦展览会上获悉，2025年全球燃气轮机（含航改、工业、重型）需求量约为90-100GW，而全球主要制造商的年产能仅为55-60GW，供需缺口高达30-40GW。积压订单量已相当于行业过去2-3年的总产量，这是自2000年天然气发电大发展以来最严重的结构性缺货。

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Milan Markovic/iStock via Getty Images AMN Healthcare Services ( AMN ) is a healthcare talent solution company. AMN recently reported strong Q1 2026 results that marked a nice return to profitability, mostly because revenue nearly doubled. However, the main driver was labor disruption staffing, which generated $722.0 million this quarter, versus $38.6 million in Q1 2025. Still, AMN did show good execution, as it had to mobilize thousands of clinicians during a large-scale labor disruption and managed to convert that demand spike into sales. Unfortunately, their Technology and Workforce Solutions segment didn't do as well, as revenues declined from lower Vendor Management Systems usage and client losses. It also didn’t help that they previously sold Smart Square , which was AMN’s scheduling solution. Yet, overall, I feel AMN’s valuation and outlook still justify a bullish “Buy” rating for long-term investors at these levels. Riding A Labor Disruption Event AMN Healthcare Services is a company that delivers technology-enabled workforce and staffing solutions for hospitals and other care providers. AMN was incorporated back in 1997 and is currently headquartered in Dallas, Texas. I also previously covered AMN last February, and since then, the stock has appreciated by almost 47.0%. As such, I thought it was worthwhile reviewing my thesis on this name after its recent spike. Source: Corporate Presentation. May 2026. As a quick recap, AMN’s business model consists of connecting healthcare organizations with labor and workforce technology. Their main segments are Nurse and Allied Solutions, Physician and Leadership Solutions, and Technology and Workforce Solutions. In staffing, their revenue is mostly tied to billable hours, bill rates, and days filled. In the Technology Solutions and Workforce Solutions segment, the language services revenue is tied to billable interpretation minutes. Similarly, they also profit from Vendor Management Systems (VMS) and workforce platform...

Michael Vi/iStock Editorial via Getty Images Citi increased MongoDB's ( MDB ) price target to $450 from $400 and opened a positive Catalyst Watch, seeing the company as a beneficiary of the growth of frontier labs and AI coding tools. The firm also reiterated its Buy/High-risk rating on the shares of the database platform provider. MongoDB's stock jumped about 6% on Tuesday. "We believe MongoDB is bucking the trend of a weaker traditional software budget environment, as more agents and "vibe-coded" applications expand MDB's universe by driving demand for write-heavy, schema-evolving operational workloads. Put simply, we see MongoDB as both a direct and indirect beneficiary of the explosive growth of frontier labs and AI coding tools," said analysts led by Tyler Radke. The analysts noted that their customer and partner checks suggest significant ramp-up is underway for Atlas usage in the first quarter at several marquee AI customers. The analysts added that in their updated AI customer build, they estimate the building AI momentum could lift first quarter Atlas growth by about 2 points versus the fourth quarter, resulting in over 30% Atlas growth, and even more upside by year-end. "As a result, we are raising our Atlas estimates well above guidance/consensus again and model 30% for both Q1 and FY27," said Radke and his team. Atlas is MongoDB's multi-cloud database offering. The company is slated to report its first-quarter fiscal year 2027 results post-market on May 28. More on MongoDB MongoDB: Atlas And AI Keep The Growth Story Alive MongoDB: Strong Platform, Uncertain Inflection, Watching The Transition MongoDB: Growth Surprise Is Coming MongoDB appoints two product chiefs for AI and core products MongoDB rises after rating upgrade at Mizuho

The Dow Jones Industrial Average (DJINDICES: ^DJI) underwent a major shake-up on Aug. 31, 2020, with Salesforce (NYSE: CRM) replacing ExxonMobil (NYSE: XOM) , swapping Amgen in for Pfizer , and Honeywell International for Raytheon Technologies (now RTX ). Fast forward to market close on May 11, 2026, and ExxonMobil has produced a staggering 373% total return (gains plus dividends) while investors who bought Salesforce on Aug. 31, 2020, have seen their investment lose over a third of its value. Here's why Salesforce replaced ExxonMobil, why the Dow gets it wrong sometimes, the pitfalls of getting caught up in trends, and why ExxonMobil is an excellent buy now. Continue reading

【靈活調控網約車供應】 政府計劃修例規管網約車，但未交代具體發牌數量。運輸及物流局局長陳美寶稱，現階段無傾向，會靈活調控網約車供應。 政府就網約車牌照發牌數量展開諮詢，在提交予立法會的文件中引述有意見建議發出，發出1萬至1.5萬個網約車的「車輛牌」牌照。 網約車平台Uber提交意見書，指過去一年本港有逾三萬名活躍網約車司機，若只限發牌1.5萬個，不足現有供應的一半，又預料繁忙時間，或有四成乘客未能預約，車費更可能上升七成。 建議當局設動態調整機制，可自動增發牌照，發牌亦應以現有司機優先。不過在立法會交通事務委員會上，有議員擔心發牌太多。 自由黨飲食界議員梁進表示︰「政府原意是的士為主，網約車為副，但在非繁忙時間已有些供過於求。」 運輸及物流局局長陳美寶回應指，會建立監察機制，靈活調控供應量。 運輸及物流局局長陳美寶指出︰「以今天而言，政府沒有一個傾向性，我們亦繼續聽意見，有關配額不能太少，否則市民仍要面對叫車難的問題，服務質素難以保證，但配額亦不可一下子太多，以免對交通負荷造成衝擊，我們亦要保障現有，司機從業員的生計，數字上限不會是死板數字，但都要定一個數字讓行業有確定性。」 民建聯新界北議員姚銘說︰「是否有機制防止各大平台，大規模『內捲式』發補貼搶客。」 陳美寶稱︰「我們有手段可就收費作出監控，相信(網約車)數目始終有限，若限定，平台可能會容易造成襲斷。」 她又指條例會訂明運輸署日後發牌，除了抽籤外，亦可考慮優先容許某類車輛申請。 延伸閱讀｜網約車規管背景 政府指新制回應對優質出行選擇需求 【父母帶子女觀浪墮海涉虐兒准簽保守行為】 超強颱風樺加沙去年襲港期間，一對父母帶一對子女到柴灣觀浪墮海，被控虐兒罪，准以自簽保守行為三年。 案發在去年9月23日下午，超強颱風樺加沙正吹襲香港。天文台當時發出八號烈風或暴風信號，一對父母帶同一對年幼子女，到柴灣貨物裝卸區的防波堤觀浪。期間母親及5歲兒子被大浪捲走，父親隨即跳海救人，獨留女兒在岸上。 附近的一艘舢舨駛到，救起三人。兩母子獲救後昏迷，母親一度情況危殆。警方事發後拘捕父母。41歲的父親及38歲母親各被控一項虐兒罪，案件在東區裁判法院審理。 早上在開庭時，在控方同意下，父母准以簽保守行為結案。裁判官林子康下令二人各自簽一千元、守行為三年，期間若再干犯虐兒罪，或需重新接受判刑。 所謂簽保守行為，是部分相對較輕微案件的處理方式...

财联社5月12日讯（编辑 史正丞） 受美国对伊朗发动战事的影响， 美国通胀指标在刚刚过去的4月升至2023年5月以来的新高 。最新数据也意味着，近3年来美国人的实际工资首次跑输通胀。 据美国劳工部刚刚发布的数据， 美国4月消费者价格指数（CPI）同比涨幅达到3.8% ，前值为3.3%；4月CPI环比涨幅也大幅上升0.6%。其中环比增幅符合预期，但年度增速要比道琼斯共识预期高出0.1%。 （美国CPI年率，来源：tradingeconomics） 剔除能源和食品价格后， 所谓的核心CPI涨幅预计也升至2.8%，创去年9月以来新高 ，环比上涨0.4%。两项指标均比市场一致预期高出0.1%。 美国劳工部介绍称， 4月能源指数环比上涨3.8% ，贡献了当月整体CPI涨幅的4成以上。其中，汽油指数环比上涨5.4%（未经季节性调整的汽油价格在4月上涨11.1%）。电力指数上涨2.1%，燃料油指数上涨5.8%。相比之下，天然气指数下降0.1%。 食品指数当月上涨0.5%，其中家庭食品价格上涨0.7%，外出就餐价格上涨0.2%。值得一提的是， 美国牛肉价格4月环比上涨2.7% ，凸显美国牛只供应的持续紧张。美国平均牛肉零售价在4月涨至每磅7.056美元的历史新高。 鲜果和蔬菜价格也在4月上涨2.3% ，是该类别16多年来的最高单月涨幅。这类商品通常由烧柴油的冷藏卡车运输。 剔除能源和食品的核心CPI方面，住房指数环比升0.6%。其中，业主等价租金和租金指数均上涨0.5%，为两年多来的最大增速。 需要说明的是，租金指标基于间隔6个月收集一次的轮换样本，但由于去年10月政府停摆无法收集数据，因此假定租金通胀为0；所以4月数据背后的月度租金变动大约比正常情况高出一倍。 此外， 机票价格4月上涨2.8%，同比涨幅达到20.7% ，这同样是能源价格暴涨的体现。其他方面，家庭用品与运营指数上涨0.7%，此前3月上涨0.2%，个人护理价格上涨0.7%，服装价格上涨0.6%，教育指数上涨0.2%。 报告同时显示， 美国劳动者的4月实际工资环比下滑0.5%，同比处于下降0.3%的状态，为2023年4月以来首次 。 Navy Federal Credit Union的首席经济学家Heather Long解读称：“通胀现在是拖累美国经济的关键因素……三年来首次，通胀吞噬了所有工资增长。这对中产阶级和低收...

【北京加強保安迎特朗普】 美國總統特朗普周三訪華。在北京，美國駐華大使館附近兩間酒店，盛傳是特朗普訪問期間可能下榻的酒店，這幾日不接受預訂。特朗普周四下午將參觀天壇，天壇公園周三至周四暫停開放。 美國總統特朗普將於周三抵達北京，進行為期三天的國事訪問。在北京，美國駐華大使館如常開放，步程約十分鐘的北京亮馬橋四季酒店，以及燕莎中心凱賓斯基飯店，周圍明顯加強保安，要核對身份才能進入。酒店門外停靠多部警車。不時看到大批武警巡邏。 兩間酒店的網頁均顯示，周二至周五已沒有房間，不再接受預訂。外界盛傳很可能是特朗普訪華期間下榻的酒店。 有酒店住客指，獲安排轉酒店。 酒店住客表示：「他們之前給我們通知過，說今天有特別安檢，要六點後才能來酒店辦入住。他有邀請我們到另外一個酒店住，他說可以把我們的訂房，改到另外那一家酒店。」 白宮公布，特朗普周四下午將與國家主席習近平一起參觀天壇。天壇公園發公告，周三至周四暫停開放。而在周一曾經發通告，指因古建維護，祈年殿及圜丘回音壁景點，周二暫停開放，已購票遊客可獲退款。 這將是天壇自1975年，時任美國總統福特訪華以來，再度迎來美國總統參觀。 馮先生稱：「肯定有一定的名人效應，國際友人會越來越多，非常認識中國文化、中國古建築。」 天壇建於1420年，即是明代永樂18年，是世界上現存規模最大、保存最完整的古代皇家祭天建築群，1998年被列作世界文化遺產。 【外交部發布短片強調中美應互利共贏】 中美元首即將會晤，新華社發表評論指，中美「合則兩利、鬥則俱傷」，經過實踐反復驗證。外交部發布短片強調中美要互利共贏，稱地球容不下中美折騰對抗。 外交部發布的短片標題為《和平共處》，英語旁白配以中英文字幕，回顧中美交往的歷史，稱中美交流合作，互利共贏、「強強聯手」能夠給予世界正能量。又稱中美貿易額相當於一個中等國家一年的本地生產總值，目前有8萬間美國企業在中國投資，強調中美「相互成就、共同繁榮」是看得見、摸得著的實景。 片段周一在外交部社交平台發布，最後指出地球就這麼大，容不下中美折騰對抗，太平洋又足夠寬廣，容得下中美各美其美。 新華社亦發表評論指出，中美「合則兩利、鬥則俱傷」，經過實踐反複驗證。評論稱無論國際風雲如何變幻，中國堅持從自身與世界的整體和長遠利益出發，看待和處理對美關係，符合兩國人民和國際社會人心所向。 《人民日報》發表文章，指出元首外交始終是中美...

【特朗普即將訪華】 美國總統特朗普將於明日起對中國進行國事訪問，他表明會討論美方對台售武等議題。在北京，外交部稱，中方一貫反對向台灣出售武器。據報特斯拉、蘋果、波音等企業高層將隨同特朗普訪華。 應國家主席習近平邀請，美國總統特朗普將於明日至周五國事訪問中國，中美元首將於周四在北京舉行雙邊會談。美方官員透露，雙方將討論經貿、關稅，稀土、人工智能(AI)及伊朗局勢等議題。 特朗普周一在白宮重申，他跟習近平的關係很好，對這次國事訪問中國寄予厚望，亦相信習近平希望看到伊朗及霍爾木茲海峽問題得以解決。 美國總統特朗普表示：「我跟習主席的關係很好，我們做了很多生意，且是明智的，我們曾被前幾任總統佔便宜，我們現在跟中國合作很好，賺了很多錢，我非常尊重他，希望他亦尊重我。」 記者向特朗普提及此前違反《港區國安法》，被判囚的壹傳媒創辦人黎智英時，特朗普則稱，會跟中方討論黎智英案。 特朗普指出：「黎智英的確惹出很多麻煩，我不知道，我也希望他被放出來，所以我會再提到他，我已經提過他了。」 中方早前指，黎智英是反中亂港事件的主要策劃者及參與者，並敦促有關國家尊重中國主權，尊重香港法治，不得以任何形式干預香港司法，干涉中國內政。 據報美國多名跨黨派參議員上周呼籲特朗普盡快推動，價值140億美元的對台軍售案，包括向台灣出售防空導彈。特朗普稱會跟習近平討論美國對台售武事宜。 被問你認為我們應該繼續售武嗎，特朗普回應：「(美國應該...)，我會跟習主席討論，習近平希望我們不要這樣做，我們會討論，這是眾多議題之一。」 在北京，外交部表示，中美元首將就兩國關係，以至世界和平與發展的重大問題深入交換意見，發言人又重申中方在台灣及黎智英案的一貫立場。 外交部發言人郭嘉昆表示：「中方反對美國向中國台灣地區出售武器的立場是一貫、明確的，黎智英是反中亂港事件主要策劃者和參與者，香港事務屬於中國內政，中國中央政府堅定支持香港司法機關依法履職盡責。」 大國外交｜外交部：中央堅定支持香港司法機關依法履職盡責 彭博社報道，白宮邀請美國多間企業的高層，包括電動車生產商Tesla，特斯拉行政總裁馬斯克、將於9月轉任公司主席的蘋果公司行政總裁庫克，還有波音飛機、高盛、黑石集團，Visa及萬事達卡高層隨行訪華，特朗普希望跟中方達成貿易及採購協議。 至於晶片商輝達行政總裁黃仁勳據報不會隨行。路透社引述消息指，白宮將此行重點放在農...

Online marketplace eBay (EBAY) has rejected GameStop's (GME) $56 billion takeover bid proposed last week, ultimately calling the offer "neither attractive nor credible." B. Riley Wealth chief market strategist Art Hogan joins Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré in examining investor reactions and how GameStop CEO Ryan Cohen's investment strategy stacks up to the likes of Warren Buffett's.

Advanced Micro Devices vs. Nvidia: What Scale and Trajectories in Their Revenue Tell Investors The Motley Fool

This morning a "Potential Dividend Run Alert" went out for Rand Capital Corporation (NASD: RAND), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" an

Key PointsAlphabet currently maintains a larger total footprint and shows slightly higher overall revenue momentum compared to Microsoft.

Tesla ups investment in boost to Berlin battery cell production Reuters

Camurus AB (publ) press release ( CAMRF ): Q1 GAAP EPS of SEK2.40. Revenue of SEK533M (-5.0% Y/Y). More on Camurus AB (publ) Camurus AB (publ) 2026 Q1 - Results - Earnings Call Presentation Camurus AB (publ) (CAMRF) Q4 2025 Earnings Call Transcript Camurus AB (publ) 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Camurus AB (publ) Financial information for Camurus AB (publ)