Woman recovered after volcanic eruption on remote island, while operation to find two missing Singaporeans goes on Rescuers on Saturday recovered the body of an Indonesian woman who was caught in a volcanic eruption on Mount Dukono on Indonesia’s remote island of Halmahera, as search operations continued for the bodies of two Singaporeans, officials said. The dead hikers were among 20 who set out to scale the 1,355m (4,445ft) volcano in defiance of safety restrictions and became stranded when Dukono erupted early on Friday, spewing a thick ash column about 6 miles (10km) into the air. Continue reading...

In this article HAL XOM BKR Follow your favorite stocks CREATE FREE ACCOUNT Vessels in the Strait of Hormuz, Musandam, Oman, May 8, 2026. Stringer | Reuters The world's energy system will change in big ways as a result of the Iran war, the CEOs of key oil and gas companies told investors on their earnings calls over the past two weeks. Iran's blockade of the Strait of Hormuz has resulted in the loss of nearly a billion barrels of oil, with the shortage growing worse every day the sea lane remains closed. The disruption has demonstrated the fragility of the global energy system, said Olivier Le Peuch, CEO of the big oilfield services company SLB . "It's going to drive fundamental structural change across the energy landscape," said Lorenzo Simonelli, the CEO of Baker Hughes , a competitor of SLB. Governments and industry will prioritize energy security, Le Peuch and Simonelli said. It is "no longer simply a talking point," said Jeffrey Miller, the CEO of Halliburton , the other big oilfield services firm. Investment in oil exploration and production will increase as a consequence, the CEOs said. Low carbon solutions like geothermal, nuclear and grid modernization will continue to see investment, Simonelli said. "It's not just about increasing energy supply," the Baker Hughes CEO said. "It's about the robust and resilient energy infrastructure and greater redundancy, diversifying infrastructure, reducing reliance on any single large-scale assets." Diversifying supplies The closure of Hormuz has underscored the dependence particularly of Asian economies on the Middle East for crude oil and liquefied natural gas imports. "Obviously, people are going to reassess their energy security and how they ensure that, going forward, they don't have the same exposure," Exxon Mobil CEO Darren Woods said. Governments will aim to diversify their energy supplies, the oilfield service CEOs said. They will also have to rebuild oil stockpiles that have taken a hit due to the war, the exe...

Jubilation in Budapest as Péter Magyar becomes leader and invites people to ‘step through gate of regime change’ • Europe live – latest updates The pro-European centre-right leader Péter Magyar has been sworn in as prime minister of Hungary, marking the official end to Viktor Orbán’s 16 years in power. Saturday’s ceremony – during which Magyar had invited people to join him to “write Hungarian history” together and “step through the gate of regime change” – comes a month after his opposition Tisza party won a landslide victory in parliamentary elections . Continue reading...

Assessing Nvidia (NVDA) Valuation After New AI Infrastructure Deals With Corning And IREN simplywall.st

⚽ Brighton v Wolves rounds out Premier League 3pm BSTs ⚽ Live scores | Latest tables | Follow on Bluesky | Mail Barry Liverpool 1-1 Chelsea: Cole Palmer thought he had capitalised on a defensive mix-up between Virgil van Dijk and Giorgi Marmadashvili to fire Chelsea into a deserved lead at Anfield shortly after half-time, only for his effort to be ruled out because Marc Cucurella was a smidgen offside in the build-up. Liverpool are second best at Anfield but have got off the hook thanks to VAR on this occasion. Scott Murray has the latest … WSL: Manchester City won the title without playing and with a game to spare when Arsenal failed to beat Brighton in midweek. This afternoon, Aston Villa are hosting Arsenal in the only Women’s Super League match being played this weekend. Continue reading...

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Women’s Six Nations updates from 2pm BST kick-off Is England’s dominance an issue? | And mail Lee Pre-match reading Give me a shout with all your thoughts and feelings on the match and anything else besides on the email . Don’t be shy now. Continue reading...

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AMD introduces HighestFreq for more precise CPU frequency control GameGPU

Bank of America named a slew of stocks that have more room to run following quarterly earnings. The firm said companies like Apple are firing on all cylinders heading into the remainder of 2026. Other stocks Bank of America rated buy and highlighted recently include Baker Hughes , Caterpillar, Evercore and Disney. Caterpillar Shares of the machinery and agriculture giant have gained more than 175% in the past 12 months, but Bank of America said investors should keep buying the stock. Analyst Michael Feniger said Caterpillar is in a "sweet spot" with many levers to pull. "Today, CAT's story is about 'growth'. Over time, a rising mix of [earnings per share] tied to resilient, high margin services can underpin create a steadier EPS profile," he wrote recently. Feniger also raised his price target to $989 per share from $930. "CAT increasing capacity is a clear driver to revenue – i.e., higher output of OE [original equipment] units," he added. The analyst said that the company is "not even 'firing on all cylinders'" yet, with more upside ahead. Baker Hughes The oilfield services company is also poised for more gains, according to Bank of America. "BKR's unique position at the intersection of energy/industrial markets continues to drive differentiated financial performance," analyst Saurabh Pant said. The firm said that while there are headwinds from the Iran war, the company's recent earnings report shows Baker Hughes has the chops to persevere. "This shows BKR's diversified business mix + steady aftermarket & strong execution + margin focus can help offset short-term surprises and keep medium/long-term growth outlook intact," the analyst said. Baker Hughes shares have climbed 76% in the past 12 months. Apple Bank of America said Apple remains a table-pounding buy. Analyst Wamsi Mohan named a host of positive catalysts in a recent note to clients. They include gross margin upside, a new foldable iPhone, a new incoming CEO and improved iPhone revenues. John Ternus is su...

这场网络狂欢折射出投资者对一个健康理性市场的期待，这才是它最值得读懂的意义 近日，一则“精神病院现身A股公司前十大股东”的消息引发广泛关注。有投资者发现，盛通股份2026年一季报的前十大流通股股东名单中，赫然出现“广丰区十五岭山精神病医院有限公司”的名字。消息一出，股吧炸锅，股价大涨，网上涌现大量诸如“这下找到大A的病根了”等调侃。涉事医院随后发布情况说明，强调自己是“营利性民营医院”，按照《公司法》《证券法》相关规定“正常参与资本市场”。 表面上看，这是一则猎奇新闻——精神病院炒股，听着就像段子。但细究起来，它其实包含着一层严肃的意义。这则“段子”似的新闻，引发以股民群体为主的网络狂欢，背后藏着远比字面意思更丰富的市场情绪和股民期许。 股民的调侃并非在质疑精神病院有没有资格炒股。相信大多数股民都明白，按照现行法规，营利性法人机构依法开立证券账户、参与二级市场投资，完全合规合法。真正让股民津津乐道的，其实是“精神病院”标签与“股市”这两个意象碰撞所产生的荒诞效果。 这种玩“梗”，首先是股民群体借机自发的压力释放。在A股摸爬滚打多年的投资者，谁没有过被市场反复“教育”的经历？当大盘涨跌莫测、个股走势与基本面南辕北辙时，一句“找到大A的病根了”的玩笑，既是对市场魔幻一面的戏谑，也是对自身无力感的自嘲。 这种自嘲，某种程度上映衬出“小散们”在市场中的边缘感。他们不是游资，没有信息优势；不是机构，缺乏定价话语权。当市场热点被真真假假的“消息”主导、股价跟着各种网络“梗”涨跌时，他们除了跟着玩“梗”，能做的似乎也不太多。 除了造“梗”自嘲，这场网络狂欢还折射出投资者对“段子投资逻辑”的厌倦，对无厘头炒作的反感，以及对一个健康理性市场的期待——这正是这场狂欢最值得读懂的意义。 这里需要厘清一个概念：股民期待的“健康理性”，并非要消灭投机。投机在任何市场都是一种合理的存在。股民反感的不是投机行为本身，而是纯标签式炒作的博傻交易。股民的期待其实很简单：一只股票的涨跌，至少能跟这只股票本身有点关系。希望一家公司因为业绩好、产品强、行业景气而上涨，而不是因为一些无厘头的原因，比如谐音梗。 在A股市场上，这种“无厘头炒作”并不鲜见。很多人可能还记得“川大智胜”的例子。这只股票跟特朗普没有任何关系，就因为名字接近“川普大获全胜”，从而在特朗普竞选美国总统时多次莫名其妙大涨。2024年特朗普...

Micron and Qualcomm are among the most overbought stocks this week. Here are the others CNBC

Key PointsOil is the headline-grabbing energy source, but the world is continuing to shift toward cleaner alternatives.

In Barnsley, south Yorkshire, 50 years of Labour rule ended on Friday with Reform UK taking control.

Coach insists he is ‘proud’ of Valverde and Tchouaméni Tchouaméni is in squad for Sunday’s game at Barcelona Álvaro Arbeloa insisted Fede Valverde and Aurélien Tchouaméni should be given the chance to “keep fighting for the badge” after a second dressing-room bust-up in two days left the Uruguayan on the floor and needing to be taken to hospital for stitches in his head. The morning after Real Madrid fined the players a record €500,000 each for the incident and the morning before they face Barcelona in the clásico , the coach gave an extraordinary press conference in which he claimed the dressing room was “healthy”, said that he was “proud” of his footballers and insisted that he would not allow them to be “burnt at the stake” for what they had done, saying that everyone makes mistakes, even the club legend Juanito who famously stamped on Lothar Matthaus’s head. He also said he had seen worse, recalling the night in 2007 that Craig Bellamy attacked his Liverpool teammate John Arne Riise with a golf club . Continue reading...

张云明历任中办、工信部，担任工信部副部长期间分管教育工作 张云明。图：视觉中国 【财新网】 西北工业大学高层调整。据该校官网消息，日前，中央批准：张云明任西北工业大学党委书记；李言荣不再担任西北工业大学党委书记职务。此前，张云明任工信部副部长、部直属机关党委书记；李言荣是中国工程院院士，现已年逾64岁。 5月9日，西北工业大学召开教师干部会议。中央组织部副部长张光军到会宣布中央决定并讲话，工信部副部长辛国斌，陕西省委常委、组织部部长张伟出席会议并讲话。西北工业大学校长宋保维主持会议。 张云明现年58岁（1967年10月生），毕业于浙江宁波市慈溪中学，工学学士、公共管理硕士，哈尔滨工业大学计算机系计算机软件专业毕业，研究员级高级工程师。

PM Images/DigitalVision via Getty Images Introduction AI has hit the economy with the strength of a hurricane. It has also been the core focus of my research over the past three years, as I tried to follow the money and see where the best opportunities lie. I worked to identify the key bottlenecks of the whole supply chain, while also continually highlighting that the engine of the whole revolution is the hyperscalers, which are the true key players, even though not all of them are LLM developers. We started some time ago by talking about "Capex Nation," the 3% World, and the megatrend of Geo-Capex . The topic is so rich that every time I wrote an article, I felt I was dealing with only a tiny tile of a very large mosaic. As I moved on, however, I started jotting down some notes to help me visualize what is happening and better assess single stocks within a wider framework. Now, I feel like I have gathered enough data and have clarified better the picture for myself that I want to share it with my readers. An anticipation of what I will show you now is found in my last article, "The Next Rotation (The Value Call Is Wrong)," which had overwhelming views, for which I want to thank my readers. Here, I said that while many are talking about the value rotation, the real AI-triggered rotation will be a P&L location one, where investors will gradually move toward those companies showing AI benefits not only to the revenue line (I called these Type B), but to the cost line (Type A). The AI Capex Cascade Following the money means that we start from the hyperscaler's capex and we try to see where that money flows, using two presentations I am working on, as well as some visuals from an Excel file I am building to track what is happening. First of all, starting from the hyperscalers, I built a six-layer framework. I started from the hyperscalers, and then worked my way both backward and onward. The result is what follows: L0 is fab enablement and raw inputs L1 is raw silicon a...

Talaj/iStock via Getty Images Since my last piece on the $6.3 billion fintech enterprise Chime Financial ( CHYM ), the stock has been oscillating around the $20 level where it was when I wrote . Since it is now down over 6 percent since then, I believe a review of my Hold rating is in order. At the time of writing the article, CHYM was to announce its Q4 2025 results in a few days. This month, the company has just released its Q1 2026 results, but the market seemed so displeased that the stock is down nearly 17 percent over this past week's trading. Have the fundamentals deteriorated this much? Do I need to revise my rating? And what is the trajectory I see for the business and the stock, separately, since these two paths are not always in alignment with each other? The TL;DR version: Fundamentals seem intact but growth is slowing, with continued expectations for low 20s growth for the remainder of the year. The stock has undergone a prolonged correction, but I am not confident that the market is done punishing CHYM, so I am downgrading it from Hold to Sell. Q3 2025 to Q1 2026 - What Changed? At Q3 2025 , which my earlier article covered, the company had reported topline growth of 29 percent, AMs or Active Members growth of 21 percent, and an average revenue per active member of 6 percent. At Q4 2025 , revenue growth was down to 25 percent year-on-year, AM growth was down to 19 percent, and ARPAM was down to 5 percent. Sequential drops across the headline numbers, but between Q3 and Q4, the stock was up over 10 percent despite the inexplicable but short-lived optimism that drove the stock up by as much as 46 percent in mid-January. Seeking Alpha Three days ago, the company reported results for Q1 2026 , and while I do see several positives, these were the headline growth rates: revenue up 25 percent, AM growth at 19 percent, and ARPAM growth of 5 percent. Identical to Q4 2025 results, which would presumably call for some stability in share price, but this was the ou...

The world has burned through oil inventories at a record speed as the Iran war throttles flows from the Persian Gulf, eating into the very buffer that protects against supply shocks. The rapidly shrinking stockpiles mean that the risk of even more extreme price spikes and shortages is getting ever-closer, leaving governments and industries with fewer options to cushion the impact of the loss of more than a billion barrels of supply, two months into the near-closure of the Strait of Hormuz. The sharp depletion will also mean the market stays vulnerable for longer to future disruptions even after the conflict ends. Morgan Stanley estimates global oil stockpiles dropped by about 4.8 million barrels a day between March 1 and April 25 — far exceeding the previous peak for a quarterly drawdown in data compiled by the International Energy Agency . Crude accounts for almost 60% of the decline, and refined fuels the rest. Crucially, the system also requires a minimum level of oil, which means that the “operational minimum” is reached long before the inventories actually hit zero, said Natasha Kaneva , JPMorgan Chase & Co.’s head of global commodities research. “Inventories are acting as the shock absorber of the global oil system,” she said. But “not every barrel can be drawn.” There are some signs that the drawdown may have slowed slightly in recent days, according to Goldman Sachs Group Inc., which pointed to weaker demand from China, the world’s top oil importer — leaving more available for other buyers. Still, global visible oil stocks are already close to their lowest since 2018, the bank said. Estimating global inventories involves both art and science. A large part are strategic caches of crude and fuel controlled by governments, either directly or by requiring the industry to maintain a level of reserves that can be released when needed, or a combination of the two. But there’s also a huge amount in commercial stockpiles — the inventories of oil producers, refiners, ...

Everyone from Anthropic to tiny startups is hiring for the “member of technical staff” — but does anyone know what it means?

Multigenerational living is expected to get even more popular as baby boomers age.

Wirestock/iStock via Getty Images The last few months have been downright brutal for shareholders of Mohawk Industries ( MHK ) . The stock is down around 20% since I reaffirmed it as a 'hold' candidate in late January. Revenue and profitability for the institution had come under pressure. And with macroeconomic conditions worsening and end market demand deteriorating, I remained cautious. In retrospect, I probably should have downgraded it. But based on valuation, I believed that the picture for the company was solid enough to justify a more neutral assessment. Since then, however, we have seen some interesting things from an operational standpoint. Fundamentals seem to be improving again. And when you compare the company to other similar firms, it is definitely trading on the cheap. Given this, I believe that upgrading it to a soft 'buy' is the right course of action, even if we may see some challenges that lie ahead. Time for an upgrade Author - SEC EDGAR Data Before I get into the most recent data provided by management, I would like to point you to the chart above. In it, you can see revenue, profits, and cash flows, for the company for the 2025 fiscal year compared to the 2024 fiscal year. All of these metrics worsened with the exception of EBITDA. And this reflects the challenges facing the end markets that the company operates in. For context, it serves as a supplier of flooring to customers in more than 180 countries across the globe. In fact, based on sales alone, the firm claims to be the largest flooring manufacturer out there. This is made possible by its extremely large physical footprint that includes manufacturing operations spread across 19 different nations. And even though most of its activity takes place in the US and Europe, it also has a presence in other nations as well, such as Australia, Brazil, Malaysia, Mexico, New Zealand, and even Russia. Not surprisingly, a lot of what the company does is tied heavily to certain market segments. The hous...

Mohamed Bulbul arrested in Mogadishu after covering case of woman allegedly being tortured in prison A journalist who covered the case of a woman who said she was being tortured in prison was detained and beaten with pistols by Somali authorities, along with two others, for his reporting for the Guardian. Mohamed Bulbul was arrested with the journalists Abdihafid Nor Barre and Abdishakur Mohamed Mohamud on Friday evening while in a restaurant in the centre of the Somali capital, Mogadishu. They said they were assaulted by members of Somalia’s US-trained counter-terrorism police unit and taken to be questioned by police. All three were released in the early hours of Saturday morning. Continue reading...

The top dot-com stocks were making history 2000. Today's Nasdaq winners are crushing those gains.

格隆汇5月9日｜据央视财经，目前中国变压器的产能已经占据全球的约60%。

Klaus Vedfelt/DigitalVision via Getty Images Introduction & Investment Thesis MercadoLibre ( MELI ) just reported its Q1 FY26 earnings on Thursday afternoon, and the stock dropped close to 13% on Friday, even though its top line accelerated on a sequential basis, beating estimates. The thing is that markets are choosing to focus on MercadoLibre’s short-term margin pressures, where it missed its earnings per share estimates for the fourth consecutive quarter in a row. However, the near-term margin compression is taking place as a result of management’s strategic investments in free shipping, credit cards, and 1P commerce, along with driving marketing and product improvements in the organization. The good news is that we are already seeing the top line bearing fruit in the form of accelerating revenue growth, items sold, and buyers on the platform, while unit shipping costs continue to drop at an even faster pace compared to the previous quarter. When I upgraded the stock to a “buy” in my previous post at the end of last year, I had warned that margins would remain under pressure for at least one more quarter before inflecting higher. Unfortunately, since then, consensus estimates have continued to revise their forward estimates for earnings growth lower. I initiated a position in MercadoLibre for The Pragmatic Optimist Portfolio in mid-February and have since made it my third largest holding. With the stock dropped 13%+ post-Q1, I am backing away. Instead, I will be using the weakness to double down on my exposure in the company, as I believe this to be one of the best risk-reward setups in the market right now. A Not-So-Perfect Quarter On Margins Starting with the bad, MercadoLibre missed its EPS estimates for the fourth consecutive quarter, as operating margins compressed 600 basis points on a YoY basis to 6.9%. On a sequential basis as well, margins declined by 320 basis points, which investors were disappointed by. Q1 FY26 Earnings Slides: Compression in margins ...

China pledged to step up efforts to defuse local government debt risk while supporting growth, as the State Council called for stronger policy execution in a challenging global environment. Authorities will continue to roll out a comprehensive debt restructuring program that has already produced “clear results,” while boosting local governments’ capacity to service debt and ensuring debt obligations are resolved on schedule, China Central Television reported , citing a cabinet meeting chaired by Premier Li Qiang . Officials also stressed the need to establish long‑term mechanisms to prevent new hidden borrowing, according to the report. The importance of shoring up confidence and seizing opportunities while navigating change was a focus of the meeting. Macroeconomic policies should be deployed fully and effectively, with a greater emphasis on strengthening the domestic economic cycle and advancing infrastructure planning, including water systems, next‑generation power grids, computing networks, telecommunications, urban underground utilities, and logistics, CCTV said.

This aerial view shows a boat heading toward the port from the cruise ship MV Hondius, stationed off the port of Praia, the capital of Cape Verde, on May 6, 2026. The cruise ship was stricken with a deadly outbreak of hantavirus. Three people, two crew members, and one other person, thought to be infected with the virus were airlifted from the ship and taken to specialized hospitals in Europe. - | Afp | Getty Images Remote expedition cruises to places like Antarctica and the Arctic are booming as affluent travelers increasingly seek out isolated, experience-driven destinations far from traditional tourism infrastructure. The global cruise industry serviced a record 37.2 million passengers in 2025, up 7.5% from 2024, according to Cruise Lines International Association, with passenger volume expected to approach 42 million by 2028. Within that growth, expedition cruising has emerged as one of the industry's hottest segments. Ritu Panesar, founder and president of luxury travel company Travelpod, said her clients routinely spend between $30,000 and $50,000 per person on remote expedition itineraries, often booked months or even years in advance. "People are looking for experiences that feel transformative and rare," Panesar said. "They want access to destinations that still feel untouched." Interest in Antarctica trips was up 34% year-over-year through the first four months of 2026, according to Jacqueline Mondelli, chief marketing officer at travel insurance marketplace Squaremouth, reflecting continued demand for high-end expedition travel despite rising costs and growing awareness of the logistical and medical risks tied to remote travel. Travel risk experts and insurers told CNBC the deadly hantavirus outbreak aboard the expedition vessel MV Hondius is not likely to dent the appeal of remote expeditions. Even if it did, they say it would be difficult to assess right now as many high-end expedition itineraries are booked far in advance. But experts do say that as mo...

NVIDIA Corporation stock (US67066G1040): Shares rise on strong latest results and AI demand outlook AD HOC NEWS