Shares of Intel (NASDAQ:INTC) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps a stunning month for the chipmaker. INTC stock is now up approximately 116% over the past month with today’s intraday gain factored in. Through Thursday’s close, Intel ... Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?

July ICE NY cocoa (CCN26 ) today is down -221 (-4.99%), and July ICE London cocoa #7 (CAN26 ) is down -159 (-4.83%). Cocoa prices are sharply lower today as signs of abundant current supplies sparked long liquidation in cocoa futures after ICE cocoa inventories rose to a 20.5-month high...

July arabica coffee (KCN26 ) today is up +3.20 (+1.17%), and July ICE robusta coffee (RMN26 ) is up +1 (+0.03%). Coffee prices are moving higher today. Tight coffee inventories are supportive of prices. ICE arabica coffee inventories fell to a 2.5-month low of 483,292 bags on Thursday. Also, ICE...

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Anthropic PBC has signed a $1.8 billion computing deal with cloud services provider Akamai Technologies Inc. to meet surging demand for its artificial intelligence software, according to people familiar with the matter. Akamai said Thursday that it had struck a seven-year cloud computing deal with a “leading frontier model provider,” but did not name the firm. The people spoke on condition of anonymity as the information is not public. Anthropic declined to comment. Akamai did not immediately respond to a request for comment. Anthropic has seen demand for its Claude software soar in recent months as more customers flock to use its tools to streamline the process of coding and other tasks. In addition to Akamai, Anthropic has also tapped Alphabet Inc. ’s Google and Elon Musk ’s SpaceX for chips and cloud services. At a conference after the SpaceX deal was announced this week, Anthropic Chief Executive Officer Dario Amodei said his company is “working as quickly as possible” to secure more computing resources after experiencing “80x growth” in annualized revenue and usage in the first quarter of this year. Akamai generates the vast majority of sales from its content delivery and cybersecurity services. But the company, in search of more growth opportunities, has been increasingly expanding into the computing space. The contract with Anthropic represents the largest deal in Akamai’s history.

(Bloomberg) -- Anthropic PBC has signed a $1.8 billion computing deal with cloud services provider Akamai Technologies Inc. to meet surging demand for its artificial intelligence software, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From TehranIran’s President Says He Had Meeting With In

A CEO’s AI agent rewrote the company’s security policy. Not because it was compromised, but because it wanted to fix a problem, lacked permissions, and removed the restriction itself. Every identity check passed. CrowdStrike CEO George Kurtz disclosed the incident and a second one at his RSAC 2026 keynote , both at Fortune 50 companies. The credential was valid. The access was authorized. The action was catastrophic. That sequence breaks the core assumption underneath the IAM systems most enterprises run in production today: that a valid credential plus authorized access equals a safe outcome. Identity systems were built for one user, one session, one set of hands on a keyboard. Agents break all three assumptions at once. In an exclusive interview with VentureBeat at RSAC 2026, Matt Caulfield, VP of Identity and Duo at Cisco, (pictured above) walked through the architecture his team is building to close that gap and outlined a six-stage identity maturity model for governing agentic AI. The urgency is measurable: Cisco President Jeetu Patel told VentureBeat at the same conference that 85% of enterprises are running agent pilots while only 5% have reached production — an 80-point gap that the identity work is designed to close. The identity stack was built for a workforce that has fingerprints “Most of the existing IAM tools that we have at our disposal are just entirely built for a different era,” Caulfield told VentureBeat. “They were built for human scale, not really for agents.” The default enterprise instinct is to shove agents into existing identity categories: human user; machine identity; pick one. "Agents are a third kind of new type of identity," Caulfield said. "They're neither human. They're neither machine. They're somewhere in the middle where they have broad access to resources like humans, but they operate at machine scale and speed like machines, and they entirely lack any form of judgment." Etay Maor, VP of Threat Intelligence at Cato Networks, put a...

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格隆汇5月9日｜美国国务院：以色列与黎巴嫩的磋商将聚焦边界划定问题。

Greek media say the drone, which reportedly had explosives, could be either Ukrainian or linked to the Russia-Ukraine war.

Earnings Call Insights: MSC Income Fund (MSIF) Q1 2026 Management View CEO Dwayne Hyzak said the fund was “pleased with the fund's performance in the first quarter given the backdrop of significant economic and geopolitical uncertainties,” adding that it is seeing “an improved lending environment and increased opportunities” in private loans and is supported by “a favorable liquidity position and expanded regulatory leverage capacity.” Hyzak highlighted a distribution change and near-term payout levels: “the fund announced a change to its regular dividend payment frequency from quarterly to monthly beginning in July 2026,” and the Board declared “regular monthly dividends for the third quarter of $0.11 per share payable in each of July, August and September and a supplemental dividend of $0.03 per share payable in September.” Hyzak framed capital recycling and realizations as an active lever: the fund is “focused on maximizing the benefits from its legacy lower middle market investment portfolio and eventually recycling this capital into private loan investments,” and management “continue[s] to see significant interest from potential buyers in several of the fund's lower middle market portfolio companies, which we expect will lead to favorable realizations over the next few quarters.” CFO Cory Gilbert reported top-line and balance sheet items: “The fund's total investment income for the first quarter was $34.1 million,” NAV per share ended at “$15.87,” and the fund “repurchased $16 million of the fund's common stock at prices below net asset value,” which he said was “accretive to NAV per share, contributing approximately $0.08 per share.” Outlook Management tied ongoing payout setting to earnings power: Hyzak said the fund “expects to continue to maintain a dividend policy that provides for its total quarterly dividends, which are expected to include regular monthly dividends and a supplemental dividend to be set at a level generally consistent with the fund's ANII...

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ABC is accusing the Federal Communications Commission (FCC) of violating its First Amendment rights by making "major shifts in policy and practice" that the network claims will chill free speech. The network is asking the FCC to "affirm its long-standing approach to the bona fide news interview exemption" for daytime talk show The View , and the agency's support of "public interest services provided by broadcast stations." ABC says that a series of actions from the FCC "suggests that the Commission is implementing major shifts in policy and practice," and that "requires the action of the full Commission and the oversight of the courts." The … Read the full story at The Verge.

Canadian miner Sherritt International Corp. ’s decision to shut down its nickel operations in Cuba under US duress will weigh heavily on an economy that’s already starved for hard currency and fuel. In addition to halting production of the battery metal, it means Cuba loses revenue from its share of refining operations in Alberta and a metals-commercialization operation that it ran in partnership with Sherritt out of the Bahamas, according to Omar Everleny Perez, the former director of the Center for Cuban Economic Studies at the University of Havana. Sherritt also produces electricity, oil and gas on the island through a one-third stake in Energas SA, another joint venture with Cuba’s state electric and petroleum companies. Energas, which accounts for about 10% of national capacity, is crucial because it produces the reserve energy needed to power up the country’s aging thermoelectric plants after chronic blackouts, Everleny said. “The biggest problems are going to show up in electricity production,” he said by phone from the Cuban capital. “This is a devastating blow to our economy.” Sherritt didn’t respond to requests for comment on the status of those operations. Its shares were down as much as 10% on Friday in Toronto after dropping 42% a day earlier on the Cuba pullout news. Cuba has been suffering days-long blackouts that have only gotten worse since the US imposed a near-total energy blockade on the island in January. Since taking office for a second time in 2024, President Donald Trump ’s administration has been strangling the island’s economy as it tries to end 67 years of one-party rule in the Caribbean nation. Washington has hit Cuba’s remittances, tourism and its international medical brigades — some of Havana’s top sources of foreign income, said Paolo Spadoni, a professor at Augusta University in Georgia who studies the island’s economy. The US “has done an incredibly good job of going after their sources of revenue,” he said. “Now they’ve hit nickel ...

Earnings Call Insights: Interface, Inc. (TILE) Q1 2026 Management view "Interface delivered a strong start to 2026 with 7% year-over-year currency-neutral growth in net sales and 64% growth in adjusted earnings per diluted share in the quarter, ahead of our expectations," said President, CEO & Director Laurel Hurd, citing "broad-based" growth and adding, "Our One Interface strategy is working, and it continues to drive strong results." Hurd said the company is moving into "the next phase" of One Interface, noting, "we recently aligned our EMEA commercial organization under a single leader" and "went live with our robotic solutions in Europe and Australia" to "improve efficiency" and "positioning us for growth." On product cadence and category expansion, Hurd said, "In late February, we launched noravant, a groundbreaking rubber flooring innovation," and added, "Customer response has been very positive, and we expect it to begin contributing to growth in the fourth quarter of 2026 and build over time." She also pointed to mid-market carpet tile launches, saying, "Our carpet tile billings were up double digits in the quarter." Hurd flagged geopolitical-related cost risk and mitigation: "The Middle East represents approximately 1% of our net sales" and "we expect these events to drive a low single-digit increase in input costs across our global business," adding, "we have plans in place to offset this impact through incremental pricing and productivity actions, and this is reflected in our guidance." "First quarter net sales were $331 million," said VP & CFO Bruce Hausman, adding that adjusted gross profit margin was 38.3% and adjusted EPS was $0.41. Hausman also cited shareholder returns and reinvestment, including $13.5 million cash from operations, $10.3 million of capital expenditures, and $12 million of share repurchases. Outlook "We entered the second quarter with a healthy backlog and order momentum amidst a dynamic macro environment," Hausman said, adding, "we ...

Earnings Call Insights: MP Materials (MP) Q1 2026 Management View "Building on a very strong 2025, we carried that momentum into 2026, delivering solid operational and financial performance across our platform in the quarter." (Co-Founder, Chairman, President & CEO James Litinsky) "In our Materials segment, the team produced a record 917 metric tons of NdPr oxide, up 63% year-over-year and 28% sequentially." (CEO Litinsky) "We also began initial shipments to our newest U.S. customer referenced last quarter, driving total NdPr oxide sales of 1,006 metric tons, more than double prior year levels and 79% higher than Q4." (CEO Litinsky) "Importantly, Michael and the team continue to make meaningful progress on the heavy rare earth separation circuit, which we expect to begin commissioning here in the second quarter." (CEO Litinsky) "In parallel, we meaningfully advanced the engineering design of the recycling circuit underpinning our agreement with Apple." (CEO Litinsky) "Magnetic performance is meeting customer specifications, and we remain focused on ramping the core processes with precision." (CEO Litinsky) "In parallel, we recently broke ground on 10X, and we are advancing every aspect of the project with urgency." (CEO Litinsky) "At the consolidated level, the company generated $132.9 million of revenue and PPA income, representing a 28% sequential increase from the fourth quarter, along with $36.6 million of adjusted EBITDA." (Chief Financial Officer Ryan Corbett) "As of March 31, we had approximately 815 tons of NdPr oxide and metal on hand, in transit, at toll processors or waiting for shipment." (CFO Corbett) "We ended the quarter with $1.7 billion of cash and short-term investments on the balance sheet." (CFO Corbett) "We have a strong and growing team in place and the core processes are translating effectively from development into production." (Co-Founder & COO Michael Rosenthal) "The magnetic performance of our commercial magnets is meeting customer specifi...

Key PointsShopify just posted its fourth consecutive quarter of 30%-plus revenue growth.

The S&P 500 (SNPINDEX: ^GSPC) and Nasdaq-100 indexes just hit all-time highs again. Friday morning's gap-up gave the tech-heavy Nasdaq-100 a staggering 5%-plus gain for the week. That move wouldn't be a big deal for most stocks, but it's a massive gain for a market index with dozens of components. The S&P 500 tagged along with a 2.3% weekly advance as of 1.20 p.m. ET, also landing in record territory for the third time this week . Continue reading

Just a few weeks after announcing Claude Managed Agents , Anthropic has updated the platform with three new capabilities that collapse infrastructure layers like memory, evaluation, and multi-agent orchestration, into a single runtime. This move could threaten the standalone tools that many enterprises cobble together. The new capabilities — 'Dreaming,' 'Outcomes,' and 'Multi-Agent Orchestration' — aim to make agents inside Claude Managed Agents “more capable at handling complex tasks with minimal steering,” Anthropic said in a press release. Dreaming deals with memory, where agents “reflect” on their many sessions and curate memories so they learns and surface unknown patterns. Outcomes allows teams to define and set specific rubrics to measure an agent's success, while Multi-Agent Orchestration breaks jobs down so a lead agent can delegate to other agents. Claude Managed Agents ideally provides enterprises with a simpler path to deploy agents and embeds orchestration logic in the model layer. It’s an end-to-end platform to manage state, execution graphs, and routing. With the addition of Dreaming, Outcomes and Multi-agent Orchestration, Claude Managed Agents expands capabilities even further and directly competes with tools like LangGraph or CrewAI, as well as external evaluation frameworks, RAG memory architectures, and QA loops. An integration threat Enterprises must now ask: Should we ditch our flexible, modular system in favor of an agent platform that brings almost everything in-house? Anthropic designed Claude Managed Agents to share context, state, and traceability in one place. This means the platform sees every decision agents make, rather than enterprises having to wire separate systems together. It sounds practical to have one platform that does everything. But not all enterprises want a full-service system. Claude Managed Agents already faces criticism that it encourages vendor lock-in because it owns most of the architecture and tools that govern agen...

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MSFT: BULL FLAG Bitget

The online used-car retailer Carvana (NYSE: CVNA) officially implemented its 5-for-1 stock split yesterday and began trading on a split-adjusted basis today. The company first announced the stock split back in March. Each Carvana shareholder received five shares of Carvana for each one share they owned prior to the split. Shares closed yesterday at around $400 and opened today at around $80. Image source: Carvana. Continue reading

Former Strictly host Daly and Radio 2 presenter Kay jointly announced they are "to separate amicably".

US drillers add oil and gas rigs for third week in a row, says Baker Hughes Reuters