Smart energy management just took a step closer to becoming simpler. This week, the organizations behind Matter , the smart-home interoperability standard, and the OpenADR protocol , which sends signals between the grid and the home, announced an agreement to work together . This should make it easier for connected appliances to participate in demand response programs (DR) and, hopefully, save you money. In demand response programs, a customer agrees to reduce or shift their electrical usage in exchange for utility bill credits or other incentives. The Connectivity Standards Alliance, which runs Matter, and the nonprofit OpenADR Alliance have … Read the full story at The Verge.

Bussarin Rinchumrus/iStock via Getty Images Quarterly Snapshot Performance The Strategy declined 2.39% ((net of fees)) compared to an increase of 2.10% for the Russell 1000 Value Index. Key Drivers Stock selection in information technology, financials and health care were the largest detractors from relative performance, while our underweight to utilities also detracted. Stock selection in industrials and consumer discretionary, along with our underweight to communication services, were the most notable contributors to relative performance. Summary The war in Iran is creating near-term uncertainty in markets. Our energy positioning – mostly oil-sensitive exploration and production companies with higher beta to the commodity price – is intentional and was beneficial in Q1. We continue to evaluate the war's broad economic impacts and are adjusting our estimates of intrinsic business value as necessary. Market and portfolio review Equity market volatility picked up in Q1 due in large part to the ongoing war in Iran. While the broad market fell in Q1, the Russell 1000 Value Index increased 2.10%. Unsurprisingly, energy ((+38%)) was by far the best-performing sector, with oil prices rising sharply as global supplies have been impacted by the closure of the Strait of Hormuz. Materials ((+11%)) and utilities ((+9%)) also saw strong outperformance in Q1, while financials ((-8%)) and consumer discretionary ((-4%)) were the two worst-performing sectors. Similar to recent quarters, the portfolio's technology exposure – both what we own and what we do not own – was the most notable detractor from relative performance. A wide range of technology companies in the Russell 1000 Value Index are benefitting from the hundreds of billions of dollars being spent on AI-related capital spending, with stocks such as Micron ( MU ) ((+18%)), Sandisk ( SNDK ) ((+168%)) and others increasing materially in Q1. We have little exposure to this theme, which continues to hurt relative performance. ...

美国4月成屋销售增幅低于预期，且由于抵押贷款利率居高不下以及通胀上升挤压家庭预算，销售增长可能难以提速。 全美地产经纪商协会（NAR）周一表示，4月成屋销售环比增长0.2%，经季节性调整后的年化率为402万套。此前预计，成屋销售年化率将升至405万套。 NAR首席经济学家劳伦斯·尹表示：“尽管宏观经济信号喜忧参半，包括创纪录高位的股市和接近历史低位的消费者信心，但住房负担能力的持续改善仍温和提振了房屋销售。” 成屋销售以合同完成交割时统计。4月的销售数据可能反映了2月和3月签约的情况。 房地美数据显示，受欢迎的30年期固定利率抵押贷款的平均利率在2月底降至5.98%，随后在3月底跃升至6.38%。受美以与伊朗战争引发的通胀上升影响，抵押贷款利率走高。30年期固定利率在4月初攀升至6.46%，上周平均为6.37%。 3月消费者价格大幅上涨，创下近两年来最大年度涨幅。调查预计，政府将于周二报告4月消费者价格指数（CPI）同比上涨3.7%，这将是自2023年9月以来的最大涨幅。 NAR的住房负担能力指数4月升至110.6，去年同期为101.4。4月成屋价格中位数升至417，700美元，同比上涨0.9%。 南部和中西部地区的房屋销售有所增长。西部地区销售下降，东北部地区持平。4月整体销售与去年同期持平。 成屋库存环比增长5.8%，至147万套，仍远低于疫情前水平。供应量较去年同期增长1.4%。 按4月的销售速度，耗尽当前成屋库存需要4.4个月，高于一年前的4.3个月。挂牌房产在市场上的中位待售天数从一年前的29天增加至32天。 尹表示：“库存仍然紧张。虽然不像几年前那么激烈，但多次出价的情况仍在发生。同时，平均待售天数在延长，这意味着消费者在做决定前正在花更多时间。” 首次购房者占销售的33%，低于一年前的34%。经济学家和房地产经纪人表示，这一比例需要达到40%才能形成稳健的住房市场。全现金销售占交易的25%，与一年前持平。包括法拍屋在内的不良销售占交易的2%，也与一年前持平。 责任编辑：丁文武

Bitmine Immersion Technologies周一宣布，截至5月10日，公司持有的加密货币、现金及相关资产总额达134亿美元，其中包括521万枚以太坊，按每枚2，366美元计算，持仓市值约130亿美元。 公告显示，Bitmine的ETH持仓占以太坊总供应量的约4.31%，使其成为全球最大的以太坊国库公司。此外，公司还持有201枚比特币，价值2亿美元的自有股及Beast Industries股份，8，800万美元Eightco Holdings股份，以及7.75亿美元现金。 Bitmine董事长、知名市场策略师Tom Lee表示，自2026年初以来，公司已累计购入逾100万枚ETH，目前已完成“5%持仓目标”的86%。他同时宣布将放缓周度买入节奏。此前每周购入逾10万枚，将使公司在7月中旬就触及5%门槛，而目前目标调整为2026年底达成。 值得一提的是，Bitmine已将其中的471万枚ETH进行质押，年化质押收益约3.19亿美元。公司近期还推出了机构级质押平台MAVAN。 Bitmine于2026年4月从纽交所美国板转板至纽约证券交易所主板上市，股票代码为BMNR。其机构投资者包括ARK Investment的Cathie Wood、Pantera和Galaxy Digital。 责任编辑：张俊 SF065

Willie B. Thomas/DigitalVision via Getty Images Introduction Mativ Holdings ( MATV ) is a leader in specialty materials. The company was formerly known as Schweitzer-Mauduit , but after a series of corporate changes a few years ago (there was a merger with Neenah, which resulted in the name change, followed by the sale of the Engineered Papers business). Back in the day, I liked Schweitzer for its strong underlying cash flows, and as it has been ages since I last had a look at the company, I wanted to see how the current entity is doing and if the current share price represents an opportunity. Data by YCharts A Net Loss but a Positive Free Cash Flow Mativ operates in two divisions , Filtration and Advanced Materials (‘FAM’) and Sustainable and Adhesive Solutions (‘SAS’). The latter accounts for approximately 60% of the revenue (based on the 2025 results), and this segment includes the manufacturing of tapes, labels, and liners (for instance, in building & construction and in personal care) as well as wound care and premium printing papers. The FAM segment includes filtration and netting (components helping in the separation and purification of air and liquids) and advanced films (for instance, automotive paint protection films). As Mativ uses a range of resins, polymers, and synthetic fibers in its products, it will be interesting to see by how much the input prices fluctuate in the next few quarters. In the first quarter of this year, Mativ made an important step towards reporting profitability. While the bottom line result still indicates a net loss (of $11.7M) , this is a substantial improvement compared to the first quarter of last year. As the income statement below shows, Mativ was able to increase its gross profit by about 1/6 th despite a 1% revenue decrease. As the COGS decreased at a faster pace, its gross margin actually expanded. Mativ Investor Relations As indicated above, the total amount of non-manufacturing expenses also decreased, mainly thanks to a...

Daiwa Upgrades QUALCOMM (QCOM) to Outperform Insider Monkey

NVIDIA (NVDA): The Best American Semiconductor Stock to Buy According to Analysts Insider Monkey

Wedbush sees upside but warns risks remain high

Source: Bloomberg, 0:00

Fresh off of its initial public offering, aerospace and defense manufacturer Arxis is set to outperform the market, according to Wall Street. Bloomfield, Connecticut-based Arxis, a maker of electronic and mechanical components, surged more than 38% on its Nasdaq debut on April 16. While the stock is off 9% since then — still above its $28 IPO — banks across Wall Street began research coverage on Monday and see more upside ahead. Goldman Sachs, which led the Arxis IPO, has a buy rating and a $53 price target, representing a nearly 51% gain from Friday's close. Analyst Noah Poponak said the company's history of mergers and acquisitions is attractive. "Since 2019, Arxis has completed 32 acquisitions, averaging over five per year — a higher pace of M & A than other [aerospace and defense] compounders," he wrote. "This is a compelling model to operate in the sector, and each deal has the potential to create value, meaning the more per year the more upside potential." Poponak added that Arxis has greater exposure to the defense sector compared to many of its aerospace peers, which is tailwind when military spending is rising . Morgan Stanley, the second lead manager on the Arxis IPO last month, also has a buy rating on the stock and a $44 price target, implying 25% move higher from Friday's close. Arxis has a "durable moat," which gives it strong pricing power and margins, analyst Kristine Liwag said. A vast product portfolio also makes Arxis attractive, Liwag said. "Arxis provides broad-based exposure to positive tailwinds in defense & space, commercial aerospace, and specialized industrial technology," she wrote. "The company's significant diversification means that it has limited exposure to platform-specific risk and is able to benefit from broad-based trends across its end-markets."

英伟达周一宣布，已任命 高盛 集团前副董事长苏珊·诺拉·约翰逊为公司董事，该项任命将于2026年7月13日正式生效。届时，英伟达董事会将由此前的10人扩大至11人，约翰逊预计将在审计委员会任职。 约翰逊现年68岁，拥有哈佛大学法学院法学博士学位及南加州大学文学学士学位。她在高盛集团任职超过二十年，曾担任全球市场研究所主席、全球研究主管及全球医疗保健业务主管，在高盛内部积累了从研究到投资银行等多领域的丰富经验。 目前，约翰逊还担任 辉瑞 制药公司的董事，并兼任其审计委员会主席、执行委员会及监管与合规委员会委员。此前，她在Intuit公司担任董事会主席近二十年，近期刚刚卸任。 英伟达总裁兼首席执行官黄仁勋表示，苏珊是一位杰出的领导者，其职业生涯跨越金融、科技、医疗和公共政策领域。她在指导全球企业方面的经验，以及在教育和慈善事业前沿的领导力，将成为英伟达董事会的宝贵财富。公司荣幸地欢迎她的加入，并期待在她建设人工智能时代未来的过程中提供真知灼见。 随着约翰逊的加入，英伟达正在进一步强化其治理结构，以应对公司作为AI芯片领军企业所面临的快速增长与战略机遇。她同时也是英伟达首位具备投资银行高管职业背景的独立董事。 责任编辑：张俊 SF065

NVIDIA Corporation (NASDAQ:NVDA) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 7, 2026, NVIDIA Corporation (NASDAQ:NVDA) and Iren announced a strategic partnership aimed at accelerating the deployment of next-generation AI infrastructure. Under the agreement, the companies plan to support the deployment of up to 5 gigawatts of […]

NVIDIA (NVDA): The Best American Semiconductor Stock to Buy According to Analysts Yahoo Finance

格隆汇5月11日｜美国总统特朗普：伊朗称，美国将不得不清除核尘埃。

Astera Labs, Inc. (NASDAQ:ALAB) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 6, 2026, Needham raised the firm’s price target on Astera Labs, Inc. (NASDAQ:ALAB) to $260 from $220 while maintaining a Buy rating. The firm said the company delivered another significant beat-and-raise quarter, driven by continued […]

Is Astera Labs. (ALAB) the Best American Semiconductor Stock to Buy According to Analysts? Yahoo Finance

Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 7, 2026, Rackspace Technology and Advanced Micro Devices, Inc. (NASDAQ:AMD) announced the signing of a memorandum of understanding outlining a multiyear strategic partnership focused on building an Enterprise AI Cloud designed for regulated enterprises […]

Here is Why Advanced Micro Devices (AMD) is Among the 9 Best American Semiconductor Stocks to Buy According to Analysts Yahoo Finance

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts. On May 8, 2026, Daiwa analyst Louis Miscioscia upgraded QUALCOMM Incorporated (NASDAQ:QCOM) to Outperform from Neutral and raised the firm’s price target to $225 from $140. The analyst said Qualcomm’s fiscal Q2 results were mixed, with strong growth […]

Daiwa Upgrades QUALCOMM (QCOM) to Outperform Yahoo Finance

美国总统特朗普：伊朗称，美国将不得不清除核尘埃。（福克斯新闻）

非多元化封闭式管理投资公司FS KKR Capital Corp．周一宣布将第二季度股息下调6.7%至每股0.42美元，此前的季度股息为0.48美元及0.45美元。新股息将于7月2日支付给6月17日登记在册的股东。 此次股息下调与公司第一季度业绩表现密切相关。财报显示，FS KKR当季净投资收入为0.42美元每股，低于市场预期的0.43美元。更令人担忧的是，公司报告了每股2.00美元的已实现及未实现亏损，导致净资产价值从20.89美元骤降至18.83美元，单季跌幅达9.9%。与此同时，不再计息的贷款占比从3.4%升至4.2%。 面对业绩压力和股价持续折价交易，公司大股东KKR宣布了两项重大驰援措施。一是KKR将投资1.5亿美元购买可转换优先股，初始转换价格为18.83美元，股息率为5%现金或7%实物支付。二是KKR将以每股11美元发起1.5亿美元的固定价格要约收购。 此外，公司董事会还批准了3亿美元的股票回购计划，KKR同意放弃其在未来四个季度的50%次级收入激励费份额。首席执行官Michael Forman表示，这些行动彰显了对FSK长期价值的信心。 责任编辑：张俊 SF065

记者丨刘雪莹 王应贵 编辑丨曾静娇 5月11日，美股开盘涨跌不一，截至22：00，纳指下跌0.1%，标普500指数、道指小幅上涨。 大型科技股多数下跌，META、谷歌、微软、特斯拉均跌超1%，台积电、阿斯麦跌3%。英伟达涨超1%，盘中创下新高。 芯片股再度爆发， 费城半导体指数目前涨幅收窄至1.35% 。 高通一度涨超13%，目前涨超7%，近5个交易日已累计涨超38%。美光科技一度大涨约7%，总市值突破9000亿美元， 创下历史新高 。此外，英特尔、AMD涨超1%，均再创历史新高。 存储概念股走势分化，西部数据涨近7%，希捷科技涨超5%，闪迪则回调跌近1%。同为半导体概念的广船国际技术猛涨超37%，股价触及6个多月新高。 光通信板块大涨。Lumentum、AAOI涨超8%，康宁涨超6%，Credo涨超3%。消息面上，Lumentum将于5月18日起加入纳斯达克100指数。 太空概念走高，Rocket Lab涨超4%，盘中创新高，上一日暴涨超34%；AST SpaceMobile涨超5%，“SpaceX概念基金”DXYZ再度大涨超11%，VCX涨近18%。 下跌方面，美国航空公司股票因油价上涨而下跌，阿拉斯加航空股价下跌3%，美国联合航空跌2%，西南航空、达美航空跌超1%。 中概股涨跌不一， 新能源股九紫新能飙涨65%， 理想汽车涨5%，再鼎医药涨4.6%，小鹏汽车涨超3%，好未来、百度涨超2%。下跌方面，小马智行、脑再生科技跌超3%，阿里巴巴、携程跌超2%。 国际金银价格盘中直线拉升 ，受此提振，美股贵金属矿业走高，安哥拉黄金、纽蒙特矿业涨近4%，Sibanye-Stillwater、哈莫尼黄金、金罗斯黄金涨超3%。 值得注意的是，美国股票市场行业分化严重，行业过度集中意味着潜在风险聚集。 五只股票支起美国股市半边天。 英伟达、微软、谷歌、苹果、博通，自4月以来，五大巨头分别上涨了23.39%、12.14%、38.41%、15.58%、38.93%，合计权重为39%，对标准普尔500指数的涨幅贡献54.89% 。 自4月1日以来，标准普尔半导体行业指数上涨了59.47%，开年至今上涨了76.70%。虽然市场投资者怀疑AI投资的盈利前景，美国民众对超大数据中心所引起的电费上涨表示强烈不满，但科技巨头丝毫没有减少投资规模，反而急于进入趋于激烈的AI竞赛。 责任编辑：宋雅...

Payment guarantee talks reportedly slowed Microsoft's East Africa cloud project.

Investors heavily search Palantir Technologies Inc. (PLTR): Here is what you need to know MSN

黄金生产商Caledonia Mining周一宣布，公司董事会已批准派发每股0.14美元的第一季度现金股息。此次股息将于2026年6月5日支付，股权登记日为5月22日，除息日为5月20日及5月22日。 公司同日公布的第一季度财报显示，受益于金价大幅上涨，公司营收和利润均实现强劲增长。报告期内，营收达6，640万美元，同比增长18.3%；EBITDA增长50.2%至3，390万美元；税后利润增长69.4%至1，890万美元；基本每股收益为80美分，同比增长77.8%。 业绩增长的主要驱动力是金价飙升。一季度平均实现金价达每盎司4，816美元，同比上涨66.3%。这一涨幅成功抵消了产量下滑的影响。Blanket矿一季度黄金产量为14，767盎司，较上年同期的18，671盎司下降20.9%，主要受高品位矿区开采受限、入选品位从3.1克/吨降至2.5克/吨影响。 公司首席执行官Mark Learmonth表示，已采取措施改善品位，季度内逐月改善的趋势已延续至4月。公司重申Blanket矿全年产量指引为72，000至76，500盎司，产量预计将集中在下半年。 责任编辑：张俊 SF065

Leaders cannot ignore support for reparations resolution this November, says St Vincent and Grenadines ex-PM What are reparations for slavery and colonialism – and will the UK pay? It is “inconceivable” that reparatory justice from Britain for the transatlantic trade of enslaved Africans will not be “front and centre” of the next Commonwealth leaders meeting, the former prime minister of St Vincent and the Grenadines has said. Ralph Gonsalves was in Jamaica to discuss the next steps of the “alive and growing” movement to advocate for reparations for hundreds of years of chattel slavery. Continue reading...

"You Just Can't Earn A Billion Dollars": AOC Declares Billionaires To Be A Capitalist Myth Authored by Jonathan Turley, This week, Rep. Alexandria Ocasio-Cortez (D-N.Y.) came up with the best reason to tax billionaires: They do not actually exist. On a podcast, Ocasio-Cortez declared with all the certainty of a freshman in a Smith College political science course that the notion of a self-made billionaire is simply a fantasy, because “you just can’t earn” a billion dollars . It is only the latest in a series of socialist fables that are being dressed up as economic facts. The difference is that this fable, if told often enough, could become true. In suggesting that true billionaires are a capitalist myth, Ocasio-Cortez is suggesting that people like Elon Musk and Jeff Bezos really did not earn their wealth and, therefore, it is really not their money. “There’s a certain level of wealth and accumulation that is unearned. You can’t earn a billion dollars. You just can’t earn that. You can get market power, you can break rules, you can abuse labor laws, you can pay people less than what they’re worth, but you can’t earn that.” In other words, you can only make a billion dollars through theft and exploitation rather than actual entrepreneurial enterprise. This statement comes as support builds for the California billionaires’ tax which, even before it has a chance to pass in November, has already cost the state trillions due to an exodus of these billionaires. In my book, “ Rage and the Republic, ” I discuss common myths spread by the left to fuel economic factionalism. One common myth is that the “wealthy do not pay their fair share of taxes.” In truth, the top ten percent of taxpayers pay the vast majority of taxes in the U.S. In the book, I also dispel the claim that most millionaires inherited their wealth or came from privileged backgrounds. These myths are designed to make redistribution schemes more palatable. And Democrats are ramping up the “eat-the-rich” rheto...