财联社5月20日讯（记者 刘梦然） 机构数据显示，截至今日，六氟磷酸锂市场均价已涨至113500元/吨，较一周前涨幅超过12%。财联社记者从多家企业获悉，本轮价格上涨主要受原料成本增加及供需面改善双重因素拉动，市场看涨情绪浓厚。 一家电解液生产企业人士对财联社记者表示，目前电解液环节开工率有所提升。六氟磷酸锂是锂离子电池电解液中的关键导电锂盐，在目前商用化电解液体系中处于主流地位。此次价格快速上涨，反映出锂电产业链需求端的持续回暖与供给端的结构性调整。 多氟多 （002407.SZ）公司人士今日对财联社记者表示，本轮价格上行主要因一季度行业持续去库，叠加低价亏损中小产能批量关停，行业整体库存仅够一周。头部企业优先保障长单，现货流通货源紧张。 天际股份 （002759.SZ）证券部人士对财联社记者表示，近期价格变化主要受上游碳酸锂等成本端价格变化，以及下游电解液开工较好影响。多氟多方面也表示，上游氢氟酸、碳酸锂处于高位，原材料成本大幅抬升，厂商顺势上调售价，供需与成本双重支撑价格走高。 隆众资讯电解液分析师金佩佩表示，影响六氟磷酸锂价格变化的核心因素包括成本、供应、需求及政策因素。短期来看，主要原料碳酸锂价格对市场形成一定利好提振。 多位业内人士今日对财联社记者表示，预测六氟磷酸锂仍有上升空间。多氟多方面认为，储能高景气拉动行业持续走强，同时海外大储、工商业储能、算力配套储能需求快速放量，成为六氟磷酸锂第一增长动力。叠加动力电池排产回暖，下游由去库转向主动补库，行业供需格局全面反转，中长期景气基础稳固。 此外，金佩佩认为，目前市场看涨气氛浓郁，预计价格或仍存一定推涨空间。在供应方面，装置以销定产运行，供应端压力逐步缓解；需求方面，终端需求继续释放，下游对原料消耗增多。 新宙邦 （300037.SZ）在4月下旬表示，六氟磷酸锂方面当前行业产销两旺，电池及储能需求旺盛。受上游碳酸锂、氢氟酸等原材料成本，以及物流能耗、矿山开产、下游盐酸运输成本等综合因素影响，价格整体将保持理性、平稳运行态势，短期内大幅下行概率较低。 该公司认为，尽管价格较去年高点有所回落，预计行业今年下半年至明年仍将维持高景气态势。 财联社记者注意到，自去年下半年以来，六氟磷酸锂的市场价格走出了一轮“过山车”行情。去年四季度，在储能需求爆发式增长、供给端库存持续低位的共同推动下，价格开启强势反弹，至12月...

(RTTNews) - Hasbro Inc. (HAS) will host a conference call at 8:30 AM ET on May 20, 2026, to discuss Q1 26 earnings results. To access the live webcast, log on to https://investor.hasbro.com/events/event-details/hasbro-first-quarter-2026-earnings-conference-call The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: AI push: Meta ( META ) starts alerting staff they're being laid off , with 8,000 cuts expected globally. Suspicious trades: CFTC is scrutinizing a spike in oil bets before Trump delayed ​Iran strikes in March. Trade talks: China will buy Boeing ( BA ) jets and seeks to extend trade truce ; Bessent signals no rush . Earnings countdown Nvidia ( NVDA ) is set to report its first-quarter earnings after hours on Wednesday and expectations of a blockbuster report are running high. Options trading activity suggests investors are positioning for potential volatility, while the stock's short exposure is still the largest in SPX . Word on the Street: Analysts on average expect Nvidia to post Q1 EPS of $1.77 and revenue of $78.97B. HSBC analysts have projected "another 'beat and raise' quarter," with the continuous ramp of GB300 driving revenue growth and robust AI GPU demand. Earnings beats aren't new for Nvidia, as demand for its GPUs has been "insane," according to CEO Jensen Huang. Over the past 12 quarters, there have been only three occasions when the company failed to beat revenue estimates by more than $1B. Besides AI strength, any updates on shareholder returns will be closely watched. "Backed by sizeable cash position and free cash flow, it is reasonable to expect a potential new share repurchase program during the call," GF Securities analyst Jeff Pu noted. Market activity: S3 Partners noted that Nvidia remains the largest single-name short exposure in the SPX by notional value at roughly $62.5B. Much of the positioning likely reflects hedging activity rather than outright bearish bets. The options market is pricing in an implied post-earnings move of roughly 5% in either direction, according to S3, which translates into a potential one-day mark-to-market swing of about $3.5B for sho...

Images By Tang Ming Tung/DigitalVision via Getty Images A reader asked for my thoughts on the Xtrackers USD High Yield Corporate Bond ETF ( HYLB ). I last covered the HYLB in mid-2024. In that article , I argued that HYBL's slight underperformance to peers made it a subpar high-yield ETF. Since then, HYBL continues to slightly underperform most of its peers, on both absolute and risk-adjusted returns. As such, I see no reason to invest in the fund. Overview and Analysis Index and Portfolio HYLB is a high-yield corporate bond index ETF, tracking the Solactive USD High Yield Corporates Total Market Index . It is a straightforward index, including relevant dollar-denominated, non-investment grade bonds issued by developed market counterparties, subject to a basic set of inclusion criteria, with a 3.0% issuer cap. HYLB provides diversified exposure to high-yield corporate bonds, with investments in over 1,000 different securities from hundreds of issuers, dozens of sectors. Sector weights are as follows: HYLB (HYLB) HYLB focuses on U.S. bonds, with small investments in a couple other markets. Weighs are as follows: HYLB (HYLB) As the fund focuses so heavily on U.S. securities, and as the fund's international investments are still issued in U.S. dollar, the fund is closer to a standard U.S. bond ETF than to international / global ETFs. HYBL's index approach ensures market-like returns, plus or minus a small amount of tracking error. HYBL's performance should be incredibly similar to that of several large high-yield corporate bond index ETFs, including the iShares Broad USD High Yield Corporate Bond ETF ( USHY ) and the State Street SPDR Portfolio High Yield Bond ETF ( SPHY ). HYBL does have some small minor differences relative to (most of) its peers, including the fund's small international investments, and a somewhat smaller portfolio. Differences are small, however. Dividend Yield and Performance HYLB's 6.5% dividend yield is quite a bit higher than that of most bonds...

Cerebras Systems (CBRS) burst onto the scene on May 14 in a stellar IPO that saw its shares get priced at $185, well above the initial range of $115 to $125. The company raised $5.55 billion, and the stock opened for trading at $385. We’ve become used to AI stocks surging, but this one really made investors’ heads spin. As if that wasn’t enough, the stock then went down nearly 20% within the first few days of trading. The stock gained a lot of attention primarily because of the parallels with Nvidia (NVDA), so let’s get that out of the way first. The reason people call it the next Nvidia is that the company’s product is specifically built for AI workloads. Just like Nvidia designed its GPU architecture keeping the AI training requirements in mind, Cerebras is designing its entire architecture around solving the memory bandwidth problem. Its wafer-scale engine (WSE) single-chip design reduces the interconnect losses that cause overhead in multi-GPU systems. We know that Nvidia’s moat is significantly strengthened through its CUDA ecosystem. Cerebras is attempting something similar, though it is nowhere near the level of CUDA’s maturity yet. The potential to be the next Nvidia is there, theoretically at least. However, not all good businesses are good investments. Backing Cerebras with your money requires a deeper look, which is exactly what I am going to do today. Beyond the bells and whistles and the AI hype, I have identified two things that investors need to carefully evaluate before they back the company with their own money. Cerebras Stock’s Valuation Is Dangerously Stretched In the artificial intelligence era, valuations aren’t given as much respect as in the past. Investors are happy to pay any multiple as long as the stock is part of the AI trade. The same is happening with CBRS, but the valuation is too high for comfort. The company reported 2025 revenues of $510 million. The YoY growth was 76%, which is impressive. Let's assume the company continues to grow...

Welcome to India Edition, Bloomberg’s daily dive into what’s moving the worlds of business, markets and politics in this dynamic, fast-paced economy. I am Alisha Sachdev , Bloomberg’s India Car Industry Reporter in New Delhi, filling in for Menaka. If you didn’t receive this directly in your inbox, you can subscribe here , and share feedback with us here . Today, I look at how Indian companies are getting more realistic about battery storage and becoming increasingly open to working with Chinese suppliers. But first, Chinese President Xi Jinping has a busy diplomatic calendar. Less than a week after seeing off US President Donald Trump, Xi is hosting Russian President Vladimir Putin in Beijing. The two leaders signed a pact on Wednesday to deepen strategic cooperation, along with a series of other agreements covering trade, technology and railway construction. For New Delhi, the stakes and risks are acute, says my colleague and Senior Government Reporter Sudhi Ranjan Sen . Russia is India’s biggest supplier of weapons, despite a significant drop in recent years, according to the Stockholm International Peace Research Institute, an independent think tank that tracks global arms sales. Beijing’s bonhomie with Moscow doesn’t bode well for New Delhi, Sudhi tells me. The prospect of Moscow and Beijing aligning would be catastrophic for India in the event of hostilities with China — or even with Pakistan, considering Beijing’s tacit support for Islamabad during last year’s conflict . Also, India’s reliance on Russia to meet its crude oil demand has surged since the Iran war closed the Strait of Hormuz, curbing supplies from the Middle East. The world’s third-largest oil consumer imports 90% of the oil it consumes, and if Russian supplies get disrupted, it will have to look for costlier alternatives. The rupee is already making new lows despite measures by the government and the central bank to stem the slide, and some market watchers expect more weakness end currency rest...

Hispanolistic/E+ via Getty Images Introduction Inflation has not been kind to many businesses, especially those heavily reliant on consumer spending. Due to ongoing geopolitical tensions resulting in growing economic uncertainty, inflation concerns have resurfaced after a hot CPI print showed inflation rising to 3.8% in April. As a result, I think businesses like Hormel Foods Corporation ( HRL ) could continue to face pressure as consumers shift toward value-oriented alternatives from companies like Costco ( COST ) or Walmart ( WMT ). However, at a forward P/E of 13.72x with signs of a stabilization emerging, the depressed valuation, near 6% dividend yield, and long-term upside potential may be attractive for patient, long-term income investors. In this article, I discuss Hormel's latest earnings, my expectations for their upcoming Q2 earnings, and why I continue to rate them a hold despite the depressed valuation and elevated dividend yield. Previous Thesis I last covered Hormel Foods this past November in an article titled: Recent Dividend Raise, Yield At Decade Low - Bargain Or Value Trap? Inflationary pressures resulted in changing consumer trends, impacting the consumer staple's margins. During their Q3, results were mixed, with EPS missing analysts' estimates by $0.06, amounting to $0.35. Their bottom line was down from $0.37 the prior year, while sales beat by $50 million and managed to grow 1% year-over-year. Through the first 3 quarters, HRL's bottom line was down 9.5% on a per-share basis due to lower cash flows and higher commodity costs. This resulted in management narrowing guidance for 2025. Their dividend & balance sheet were healthy, while upside potential was solid to their price target of nearly $32 a share. Since then, the stock has continued to underperform, down more than 13% compared to the S&P 500 ( SP500 ), up 8.35% over the same period. Seeking Alpha Portfolio Transitioning Although Hormel continues to face challenges from persistent inflati...

simonkr/E+ via Getty Images Introduction AI is all about semiconductors and hyperscalers. As we can see below, these have, historically speaking, been the best places to be. They had massive returns in 2023, 2024, 2025, and even so far in 2026. However, that picture is changing. While semiconductors are still leading the pack, power (that includes energy) and metals are catching up. Year-to-date, energy is even leading the market. JPMorgan Nvidia ( NVDA ) CEO Jensen Huang recently fueled the rotation thesis. While he didn’t say that it’s time to sell semiconductor stocks and hyperscalers, he made it very clear during a recent interview at Stanford University (you can watch the full video on YouTube) that we have a power problem. He explained that AI is evolving. Initially, AI mostly relied on LLM systems where we ask it something and then get a response. Soon, AI will be dominated by agents that do the work for us (Agentic AI). These digital agents work 24/7, which means systems run nonstop. NVIDIA As a result, we may need even more power than initially expected. To give you a number, Jensen Huang made the case for 1,000x higher power demand. While he could be “off by a couple of orders of magnitude,” the message is clear, which is that AI leaders are fully aware of the problems they face when it comes to scaling their technologies. It’s like buying an AMG Mercedes. As fast as it may be, without fuel, you’re not going anywhere. We cannot scale AI without power. And, to be honest, I believe that the market’s biggest mistake is that it treats energy as a cyclical industry only. While it is super cyclical (I will not dispute that), there is now a massive secular growth story that the market is warming up to. Here’s the ratio between energy and the S&P 500 ( SP500 ): StockCharts (XLE/SPY Ratio) I don’t have a crystal ball, but based on my view on AI and my belief that cyclical growth will improve as well (that’s part of my ongoing research at Main Street Alpha ), I cons...

EC-Council Global study recognizing 50 Hall of Fame honorees reveals that AI governance, enterprise resilience, and boardroom influence are reshaping the future of cybersecurity executive leadership ALBUQUERQUE, N.M., May 20, 2026 (GLOBE NEWSWIRE) -- EC-Council, creator of the world-renowned Certified Ethical Hacker (CEH) credential and a pioneer in cybersecurity education and executive leadership development, has released its flagship Certified CISO Hall of Fame 2025 Report, a landmark global study that captures the transformation of cybersecurity leadership at a time when artificial intelligence, regulatory pressure, and enterprise risk are redefining boardroom priorities worldwide. The report recognizes 50 cybersecurity executives from some of the world’s most influential organizations, including Microsoft, Google, Amazon Web Services, Citibank, PwC, KPMG, Accenture, and World Bank Group, reinforcing the growing influence of EC-Council’s Certified Chief Information Security Officer (CCISO) program in shaping the next generation of enterprise cybersecurity leadership. Built from insights gathered from 346 Certified CISOs across more than 87 countries, the report stands among the industry’s most comprehensive studies focused exclusively on executive cybersecurity leadership. The findings reveal that organizations are rapidly shifting expectations for CISOs beyond technical oversight toward enterprise-wide business leadership, governance maturity, resilience strategy, financial accountability, and board-level influence. At the center of this shift is artificial intelligence. According to the report, 3 in 4 respondents identified AI threat response capability as the single most essential executive cybersecurity leadership trait through 2028, while 80% confirmed their organizations are already integrating or transitioning toward AI-powered cybersecurity operations. The findings signal a decisive industry movement away from reactive security management toward predictiv...

[19:30] 天文台：廣東西部及珠江口一帶持續有強雷雨區發展並逐漸靠近本港，市民請留意天氣變化。

Key Points Amazon is a stone's throw away from reaching $3 trillion. Broadcom and Taiwan Semiconductor are thriving amid the AI build-out. Meta's stock is dramatically undervalued, and a reasonable valuation could result in a $3 trillion market cap. These 10 stocks could mint the next wave of millionaires › Only four companies have a market value of $3 trillion or more. However, by the end of 2027, I think four other companies will join this exclusive club. One of these stocks is a no-brainer, but the other three will need to make some noise to reach a $3 trillion market cap by the time 2027 ends. The four stocks I think can reach this level are Amazon (NASDAQ: AMZN), Taiwan Semiconductor Manufacturing (NYSE: TSM), Broadcom (NASDAQ: AVGO), and Meta Platforms (NASDAQ: META). All four of these stocks are heavy competitors in the artificial intelligence (AI) build-out, and I think they could make for genius investments. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Amazon Amazon is about the easiest pick for this list. It currently has a $2.8 trillion market cap, so reaching $3 trillion should occur this year, let alone 2027. While Amazon is commonly thought of as a commerce investment, the reality is that its Amazon Web Services (AWS) cloud computing segment is driving a lot of its earnings growth. AWS' first quarter was its best quarter in nearly four years, and if it can keep that pace up, the company should easily reach $3 trillion within a few months and be well past the $3 trillion mark by the end of 2027. Taiwan Semiconductor Now is where things get a bit more interesting. Currently, Taiwan Semiconductor is a $2 trillion company, so it needs to rise about 50% to gain entry to the $3 trillion club. That's no easy feat, but with major chip demand stemming from increased AI spending, I think it...

栏目介绍： 天行健，君子以自强不息。生命健康产业被誉为“永远的朝阳行业”，从业者们时刻前行在探索生命奥秘的最前沿。然而，当创新药转型阵痛与资本寒冬接踵而至，当国内外行业政策环境变化带来重大挑战，当内卷袭来陷入价格战……这些“健行者”唯一确定的是，不确定性才是这个行业的新常态。变局中寻求破局，风雪里何处逢春？对此，他们有着自己的智慧与思考。 行者无疆。为见证这些“生命工程师”的探索之道，财联社大健康团队特别推出《健行者》栏目，与业内具有代表性的企业家、高管、投资人等独家访谈，通过展现他们对自身经历、行业方向和痛点难点的深刻见解，以期引起业内更多反响和反思，推动行业大步前行。 见到何永正时，他刚刚结束一轮密集出差——深圳、北京、海南、上海、南京一圈走下来，行程表几乎没有空隙。“在路上”，是这位翔宇医疗（688626.SH）董事长近年来的常态，也是这家国内康复器械领军企业当下处境的某种隐喻。 在康复医疗这条慢赛道上，翔宇医疗正经历一场关键的“换挡”：一边是医保政策调整带来的传统康复理疗设备阶段性承压，一边是2015年起前瞻布局的脑机接口业务有望进入商业化放量期。2026年一季报显示，公司营收同比增长3.78%，归母净利润同比增长10.33%，扣非净利同比增长24.51%，公司称“盈利情况出现拐点”。 从农家小院到乡镇小厂再到科创板上市五周年，何永正向财联社记者复盘了公司的转型逻辑：以非侵入式脑机接口为主航道，康复机器人、AI医疗、居家康复构成第二增长矩阵，加速基层下沉与海外突破。 他抛出三个核心判断：公司脑机接口当前收入占比仍处低位，但未来3–5年将快速跃升为公司最关键的增长引擎；五年后C端产品收入比重将有望超B端；海外业务基数低但弹性大，目标成为与国内并重的增长极。 |从农家小院到科创板上市五年：盈利拐点已现，迈向“生态服务商” 财联社：翔宇医疗经历从农家小院到乡镇小厂，再到已在科创板上市五年，在这其中最让您觉得艰难的是什么时刻？您又是如何渡过的？ 何永正： 最艰难的阶段有两段：一是创业早期，技术、资金、渠道全面匮乏，研发方案反复推翻、产品入院壁垒高、公司现金流持续承压； 二是上市后向脑机接口、康复机器人等高精尖领域转型，连续高强度研发投入、短期效益不明显，同时传统业务面临医保政策调整带来的阶段性压力 。 最难的时候，我们坚守主业、不冒进、不跑偏，坚持“死磕产品、深耕临...

业界人士指出，以日本为代表的亚洲成熟市场因拥有更清晰的退出渠道、更完善的治理与可验证的回报，正吸引更多私人资本流入 【财新网】 全球的私募股权投资者普遍认为，亚洲私募股权投资正在回暖，并且资金正选择性地回流中国。 2026年5月19及20日，香港举办了两场私募股权主题论坛，与会嘉宾表达了上述观点。2026年4月21日，总部位于瑞典的私募股权公司EQT（殷拓集团）宣布完成156亿美元最新一期亚洲并购基金募集，成为亚洲有史以来规模最大的私募股权基金。大约一个月后，贝恩资本5月18日宣布，完成旗下第六支亚洲基金募集，规模亦高达105亿美元。

特朗普选沃什来降息。但5月15日这天，当沃什正式接过Jerome Powell留下的这把椅子时， 他继承的不是一个随时准备降息的Fed，而是一个三名理事连"暗示下次可能降息"都不同意的FOMC 。 那三张反对票——Cleveland的Hammack、Minneapolis的Kashkari、Dallas的Logan——在4月底的会议上投出了自1992年10月以来最不寻常的异议。不是反对降息，是反对"语气太软"。他们认为，当前通胀环境下，连降息的暗示都不应该有。 沃什接手的，是一个快要从内部撕裂的央 一个被市场误读的人 市场对沃什的主流定性，来自两个不太可靠的来源。 第一个：特朗普选他就是因为想要降息。逻辑是——选了他，他就会降。第二个：确认听证会上，沃什对"伊朗石油冲击是暂时性的"表现出一定的认同，被解读为鸽派信号。 这两个推断都跳过了沃什过去十五年最真实的那一面。 2010年11月，联储正在讨论QE2——是否再购入6000亿美元国债的问题。沃什当天投了赞成票。同一周，他在《华尔街日报》发表了一篇批评QE2的文章。投票支持、文章反对，这在Fed历史上极为罕见，被后来的研究者称为"沉默的异议"——不是真的同意，只是不想破坏共识。 那时的核心PCE从未超过2.5%，失业率高达10%。没有明显的通胀压力，但沃什在2006到2011年间，发表了13次专门提及"通胀上行风险"的演讲。其他理事讨论的还是如何支撑就业，他已经在担心一个还没出现的敌人。 现在那个敌人已经在门口了。4月CPI 3.8%，是三年高点。伊朗战争带来的能源冲击让汽油价格同比涨了28.4%，燃油涨了54.3%。沃什接手的第一周，30年期国债收益率刚刚触及5.19%，距离2007年的高点 通胀不只是伊朗的问题 鸽派论点里有一个合理的内核：伊朗石油冲击是外生事件。一旦霍尔木兹谈判有进展，油价从$100+回落到$75-80，能源通胀会快速消退，CPI数字会自然改善，沃什就获得了降息窗口。 这个逻辑成立。但4月的通胀数据里有一行数字，让它变得没那么干净。 服务业通胀在4月跳升到月环比+0.5%。3月，这个数字是+0.2%。 服务业通胀里没有多少汽油。餐饮、医疗、交通服务、娱乐——这些价格的上涨跟霍尔木兹没有直接关系。住房分项同期月环比+0.6%，贡献翻倍。剔除食品和能源的核心CPI，4月月环比+0.4%，是2025年...

With a 5-year average revenue growth rate of 21.42%, Broadcom Inc. (NASDAQ:AVGO) is included among the 11 Best Long Term US Stocks to Buy Right Now. Is Broadcom (AVGO) One of the Best Long Term US Stocks to Buy Right Now? On May 18, UBS analyst Timothy Arcuri raised the firm’s price recommendation on Broadcom Inc. (NASDAQ:AVGO) to $490 from $475. It reiterated a Buy rating on the shares. The firm updated its model ahead of Broadcom’s Q2 earnings report. On May 15, TD Cowen raised its price objective on AVGO to $500 from $405 and kept a Buy rating on the stock as part of an off-cycle preview for compute semiconductor earnings. The analyst said AI capital spending continues to move higher as investors look for the next “bottleneck” tied to infrastructure buildouts. According to TD Cowen, that trend has created a “bifurcation within the infrastructure trade,” with larger accelerator companies lagging while optical companies move higher on expectations of future shortages. TD Cowen also raised its estimates, citing continued momentum across the sector. The firm now expects data center silicon spending to reach $1.3 trillion by 2030, up from its earlier estimate of $1.2 trillion. Broadcom Inc. (NASDAQ:AVGO) is a global technology company that designs, develops, and supplies semiconductors, enterprise software, and security solutions. The company operates through two business segments: semiconductor solutions and infrastructure software. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 11 Best Dividend Penny Stocks to Buy Right Now and 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026 Disclosure: None. Follow Insider Monkey on Google News.

With a 5-year average revenue growth rate of 21.42%, Broadcom Inc. (NASDAQ:AVGO) is included among the 11 Best Long Term US Stocks to Buy Right Now. Is Broadcom (AVGO) One of the Best Long Term US Stocks to Buy Right Now? On May 18, UBS analyst Timothy Arcuri raised the firm’s price recommendation on Broadcom Inc. (NASDAQ:AVGO) to $490 from $475. It reiterated a Buy rating on the shares. The firm updated its model ahead of Broadcom’s Q2 earnings report. On May 15, TD Cowen raised its price objective on AVGO to $500 from $405 and kept a Buy rating on the stock as part of an off-cycle preview for compute semiconductor earnings. The analyst said AI capital spending continues to move higher as investors look for the next “bottleneck” tied to infrastructure buildouts. According to TD Cowen, that trend has created a “bifurcation within the infrastructure trade,” with larger accelerator companies lagging while optical companies move higher on expectations of future shortages. TD Cowen also raised its estimates, citing continued momentum across the sector. The firm now expects data center silicon spending to reach $1.3 trillion by 2030, up from its earlier estimate of $1.2 trillion. Broadcom Inc. (NASDAQ:AVGO) is a global technology company that designs, develops, and supplies semiconductors, enterprise software, and security solutions. The company operates through two business segments: semiconductor solutions and infrastructure software. While we acknowledge the potential of AVGO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 11 Best Dividend Penny Stocks to Buy Right Now and 10 Best “Dogs of the Dow” Stocks to Buy for the Rest of 2026 Disclosure: None. Follow Insider Monkey on Google News.

Evgeniy Skripnichenko/iStock via Getty Images Intro Boise Cascade Company ( BCC ) came across our desk as a setup with a robust forward-looking growth profile and keen valuation to boot. Although forward-looking EPS revisions have been on the wane for some time now in BCC, the company has reported consecutive earnings and top-line beats in its last two earnings releases, reporting $0.50 per share in GAAP earnings on revenues of $1.5 billion in its latest Q1 release (Announced 5/4/2026). For context, BCC operates in the engineered wood-products space, where it manufactures and distributes the likes of veneer lumber, beams, composite decking and plywood in both its wood-products-segment as well as its building-materials-segment. Shares have enjoyed a strong run since the company was incorporated in 2004, although change may be afoot, as indicated by the long-term technical chart. We state the above because of the multi-year trend-line break early last year, followed by the bearish moving-average-crossover in the latter part of the year. Although the long-term bearish trend has receded somewhat, as indicated by the rising monthly histogram shown below (Pointing to steep oversold technical conditions), caution is warranted at this juncture until a trend is established once more. BCC Long-Term Technicals (Stockcharts.com) Beating quarterly consensus estimates is one thing, but just like its Q4 predecessor, the Q1 report did little to change investor sentiment in earnest. To this point, we believe share-price action always portrays all known info (Fundamentals, Quantitative & Qualitative info, etc) on the company in question, irrespective of short-term binary 'wins' such as earnings beats. Future Uncertainty Lingers The newly announced CEO pointed to this uncertain investor sentiment, where severe weather patterns, the continuing Iran/US war and volatile lending rates all continue to present challenges to BC and the markets it serves. The attractive growth profile of this...

Palantir (NASDAQ: PLTR) has been one of the most popular artificial intelligence (AI) stock picks over the past few years. However, its stock has faltered as of late. The stock has failed to meaningfully participate in the AI rally that kicked off in April, and is down around 35% from its all-time highs. Furthermore, the company reported a blowout first quarter, yet the stock hasn't budged. This may look like a genius buying opportunity for Palantir stock if you missed out on the initial rise. But is it a solid buy now or a trap? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Image source: Palantir. Palantir's attractiveness depends on what you value as an investor Depending on how you look at Palantir's stock, it's either a no-brainer buy or a company to stay far away from. This dichotomy makes the stock hard to analyze, as it really comes down to individual investor preference. From a growth standpoint, Palantir is crushing it. Its data analytics AI platform has been supercharged with the integration of generative AI. This has caused monster growth and allows Palantir's platform to perform tasks that humans normally would have had to do. With AI, insights are available nearly instantly, allowing anyone with decision-making authority to have the best information available at all times. The platform was originally catered to government use, but it has now stretched into the commercial space. Both commercial and government divisions are thriving, with commercial revenue rising 95% year over year to $774 million in Q1, and government revenue increasing 76% to $858 million. This led to an overall growth rate of 85% year over year. Palantir isn't just a growth-at-all-costs business either; it put up an impressive 53% net income margin in Q1. That's incredible growth and profitability combined into on...

Palantir Technologies (NYSE: PLTR) has been one of the market's hottest stocks this year, with its price more than doubling. However, it is also one of the more divisive names in the market, largely due to its valuation. Let's take a look at both the bull and bear cases with Palantir to help determine whether the stock is a buy at current levels. The bull case Palantir has established itself as one of the top data gathering and analytics companies in the world. The U.S. government has used the company's technology for such mission critical tasks as fighting terrorism and tracking the spread of COVID-19. As a result, the company's resume is undeniable. More recently, the company has created an artificial intelligence platform (called AIP) that is expanding its use cases and making the company's services more desirable to commercial clients. AIP lets users build AI apps, actions, and agents in a workflow builder to help solve complex problems across industries. The new offering has been resonating with commercial clients, as seen in its recent results. Its commercial segment revenue jumped 33% year over year in the second quarter to $307 million, while its U.S. commercial revenue surged 55% to $159 million. The company is implementing a go-to-market strategy of using boot camps to attract new customers to its AIP offering. Through these boot camps, Palantir provides training and onboarding to demonstrate to customers how they can use AIP. This is helping greatly increase the company's customer count, with U.S. commercial customers surging 83% year over year and 13% sequentially to 295 customers. The company sees its next big growth driver as taking these new customer wins and moving them from prototype work into production. This is a classic land-and-expand strategy and it is still in its early days. The company showed solid net dollar retention of 114% last quarter. This is a metric that measures growth of existing customers after any churn over the past year. Howeve...

Kanzhun press release ( BZ ): Q1 Non-GAAP EPADS of $0.27 beats by $0.01 . Revenue of $299.9M (+7.6% Y/Y) misses by $6.33M . Net cash provided by operating activities was RMB1,190.1 million (US$172.5 million) for the first quarter of 2026, representing an increase of 18.6% from RMB1,003.1 million for the same quarter of 2025. As of March 31, 2026, the balance of cash and cash equivalents, short-term time deposits and short-term investments (excluding investments in equity securities) was RMB19,826.5 million (US$2,874.2 million). Total paid enterprise customers 1 in the twelve months ended March 31, 2026 were 7.1 million, an increase of 10.9% from 6.4 million in the twelve months ended March 31, 2025. Average monthly active users 2 for the first quarter of 2026 were 60.9 million, an increase of 5.7% from 57.6 million for the same quarter of 2025. Outlook: For the second quarter of 2026, the Company currently expects its total revenues to be between RMB2.38 billion and RMB2.42 billion, representing a year-on-year increase of 13.2% to 15.1%. More on Kanzhun Kanzhun: Focus On The Fundamentals Kanzhun Limited 2025 Q4 - Results - Earnings Call Presentation Kanzhun: A 'Buy' On Profitability Surprise And Attractive Yield KANZHUN buys back ¥34.5M shares, boosting shareholders returns Kanzhun Non-GAAP EPADS of $0.27 misses by $0.01, revenue of $297.2M misses by $2.19M

5月20日，阿里云表示百炼保持开放接入，除了阿里自研的千问模型矩阵，平台还将接入智谱GLM-5.1、MiniMax M2.7、月之暗面Kimi K2.6、Pixverse-v6、可灵、Vidu Q3、阶跃星辰等第三方模型。（第一财经）

Newegg is, yet again, delivering the goods with an outstanding deal on two of our favorite bits of kit for a gaming PC build. This deal combines the powerhouse AMD Ryzen 7 9850X3D, one of the fastest processors you can buy for gaming, with the AMD Radeon RX 9070 XT for just $978.99. That's a huge $196 saving that brings down the effective price for this GPU to just $504, a whopping $95 below its MSRP. ● Check out this deal on Newegg If you need a new graphics card, there simply isn't a deal this good out there right now. As we battle through a turbulent market, thanks to the AI boom, which has pushed up prices across the board for major components like GPUs, SSDs, and RAM, we've not seen an MSRP-priced RX 9070 XT for a while, let alone one that is $95 below it. To put it into context, this is a GPU that is often priced above $700. The RX 9070 XT isn't a slouch, either: this is one of the best gaming GPUs out there, the perfect all-rounder with 4K-ready performance that rivals Nvidia's mid-tier RTX 5070 Ti for far less money. Our AMD Radeon RX 9070 XT review shows just what a beast this GPU is for gaming. This isn't a RTX 5090 rival, but it doesn't have to be, as it provides strong performance at reasonable value, as our GPU benchmarks below confirm, something that Nvidia has struggled to provide (at least, from the value side) with its current-gen Blackwell cards. Image 1 of 4 (Image credit: Tom's Hardware) (Image credit: Tom's Hardware) (Image credit: Tom's Hardware) (Image credit: Tom's Hardware) What you're getting with this RDNA 4 GPU is a serious performance boost over older AMD GPUs. It comes with 64 RDNA 4 compute units and 16GB of GDDR6 VRAM on a 254-bit memory bus, operating at a memory speed of 20 Gbps. For gaming, that means you'll have a card that will smash through high frame rates at 1080p, even at Ultra, while easily managing to hit them at 1440p. It won't be a slouch at 4K, either, but you might need to tweak your graphics settings, depending on the ...

在三大运营商争相试水“卖Token”这门新生意时，“SIM卡月租”会不会成为下一滴“时代的眼泪”？ 官方回应是否“免除月租” 先说结论：不会，至少是现在不会。 通过关键词搜索，我们发现在上周“三大运营商将取消月租、推出0月租套餐”这条消息刚刚在社媒上发酵时，就已经有记者得到了运营商的官方回复。 以北京日报旗下账号“京报网”的文章为例。 除当地的电信、移动客服表示没有“0月租套餐”可以办理，且并未收到相关通知外。一家联通营业厅的工作人员，则向记者分享了一款类似“0月租概念”的消费套餐——“联通魔方”。 （注：2010年6月，移动曾短暂上线“神州行0月租套餐”，该服务于2011年12月正式下架。） 国内语音0.1元/分钟；短彩信0.1元/条；国内流量实行阶梯计价…… 虽然一眼望过去这款产品在取消月租的同时，采用了“按量收费” “阶梯式收费”的新模式。但只要我们稍微研究下它的办理细则，就会发现“联通魔方”还有着每月55元的最低消费门槛。 换算下来。 一位北京市民如果不打电话，只喜欢上网冲浪，那么他每个月要用掉约41GB的流量才能达到低消门槛；如果他不会上网，只喜欢打电话拉家常，那么该市民每个月要打9小时10分钟的电话才能达到低消门槛。 “这款套餐适合大流量用户，比如家里没装宽带、主要靠手机流量上网的用户。”谈及这种有最低消费金额的定价模式，联通营业厅的工作人员如此说道。 “0月租”这件事究竟难在哪 业内人士透露，真正让“0月租”这件事难以推广的原因，在于成本和盈利点之间的难以平衡。 毕竟我们无论是否拨打电话、流量上网，只要把SIM卡插在手机里，运营商的网络就必须要7×24小时地向我们提供服务。也正是这个“无论用不用，都要把号码接入通讯网络”的动作，为运营商带来了每年固定的维护成本。 为方便理解，我们假设某运营商共有阿强、阿珍这2位客户，且他们每年用于维护基站等网络设备的支出为1。 在过去，由于阿强、阿珍一年的月租总额为1，所以这笔钱刚好可以覆盖维护支出。如果有一天，阿强突然办理了“0月租套餐”，那么阿珍每月分摊的“维护成本”便会出现波动。 正如项立刚所言：“如果彻底取消套餐，回归纯粹的按量计费，对于高频使用网络的用户而言，反而意味着资费的上涨。” “如果我们都要回归到没有任何的套餐，大家就会面临是不是要让话费涨上去？运营商成本总是要收回来。对用户来说，当然是希望少一点支出...