专题：巴菲特2026年股东大会重磅来袭 巴菲特在接受记者采访时，将市场比作“附带赌场的教堂”，以此区分传统价值投资，与当下火热的短期期权交易热潮、以及日益升温的预测市场投机风气。 他表示：“人们可以在教堂与赌场之间自由切换。目前身处‘教堂’（价值投资）的人仍多于‘赌场’（短期投机），但赌场的诱惑力已变得极强。买入或卖出单日期权，这既不是投资，也不算投机，本质就是赌博。” 巴菲特直言，当下全民“赌性”情绪已达到顶峰。 “人们从未像现在这样，充斥着浓厚的赌博心态。” 他还谈及近期一则案件：一名美军士兵涉嫌利用委内瑞拉军事行动相关机密情报，在预测市场获利40万美元，目前美国司法部已对此案提起诉讼。 “没人能合理解释为何去交易单日期权，除非像这名士兵一样，靠提前掌握委内瑞拉行动的内幕信息，赚取四十多万美元暴利……这类投机行为的泛滥程度，简直触目惊心。” 责任编辑：刘明亮

Is Palantir (PLTR) Stock a Buy Before Q1 Earnings on Monday? MEXC

专题：巴菲特2026年股东大会重磅来袭 2026 年 5 月 2 日，内布拉斯加州奥马哈，伯克希尔・哈撒韦年度股东大会期间，沃伦・巴菲特接受 CNBC 记者贝基・奎克专访。 午休访谈环节中，巴菲特将 当下市场 比作 附带赌场的教堂 ，把传统价值投资热潮，与当下市场热衷短期期权交易、预测市场热度飙升的风气做了鲜明区分。 他表示：“人们可以在教堂和赌场之间来回切换。可以说，坚守价值投资‘教堂’的人仍多于投身投机‘赌场’的人，但这座赌场如今已变得极具诱惑力。 买卖单日期权，既不算投资，也算不上普通投机， 这纯粹就是赌博 。” 巴菲特直言，当下市场的 赌博投机风气 已达到顶峰。 “人们的投机赌徒心态， 从来没有像现在这么浓烈过 。” 巴菲特还点评了近期一起案件：一名美军士兵涉嫌利用 委内瑞拉军事行动 相关机密信息，在预测市场获利 40 万美元。目前美国司法部已对此案提起诉讼。 他说：“没人能合理解释，为什么会去买只持有一天的期权 —— 除非像这名士兵那样，靠提前获知美军将要介入委内瑞拉行动，赚到 40 多万美元。如今这类投机交易的规模，已经到了令人难以置信的地步。” 责任编辑：郭明煜

watch now Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email 2026 Berkshire Hathaway Annual Shareholder Meeting Watch CNBC's full interview with Berkshire Hathaway Chair Warren Buffett CNBC’s Becky Quick sits down with Berkshire Hathaway Chair Warren Buffett at the 2026 Berkshire Hathaway annual meeting. 25:27 13 minutes ago

【有線新聞】美國Spirit Airlines因油價急漲停運，運輸部長達菲認為並非伊朗戰事促使公司結業。 在休斯敦機場的Spirit Airlines辦理登機大堂擺放停運告示，部分自助辦理登機設施已被垃圾袋封著。運輸部長達菲指，聯合航空等四間航空公司會為受影響的Spirit Airlines顧客提供票價優惠，包括設約200美元的票價上限。 達菲指公司多次申請破產，早於伊朗戰事前已出現經營困難，戰事推高油價並非公司結業的主因。

The statue in Waterloo Place, which appeared early Wednesday, depicts a man proudly hoisting a flag— but the flag is blinding him. (Image credit: Kin Cheung)

Chevron faced some war-driven headwinds in the first quarter.

Unexploded Ordinance Accident Kills 14 IRGC Members: State Media Trump's operation Epic Fury saw a combined number of US-Israeli strikes in the many thousands unleashed on Iran. The common high estimates suggest over 13,000 strikes by the American side, and possibly 10,000 by the Israelis - which are staggering figures. While the severe damage to Iranian cities, bases, missile sites, and infrastructure has been abundantly clear - the hidden reality is the apparently persistent danger of unexploded ordinance still littering the country . On Friday state media reported a mass casualty event involving Iranian military members due to unexploded bombs. "An explosion of leftover bombs from strikes during the war against Iran killed 14 members of the Islamic Revolutionary Guard Corps , Iranian media reports," AFP reports based on state media. Example of large unexploded bomb in Gaza, Getty Images "A report by the Nour news website, believed to be close to Iran’s security, says the explosion happened near the northern city of Zanjan, which is northwest of Tehran," AFP continues. And notably, " It is the largest number of IRGC members reported to be killed since the ceasefire began on April 7," it continues, describing that cluster bombs and 'air mines' which had been dropped during prior US and Israeli aids caused the deadly blasts. The major blast could have been the result of an IRGC operation to recover the bombs, given that the last week has seen reports that the IRGC had recovered a fully intact GBU-57 Bunker Buster bomb . While unconfirmed, one defense source said as follows : The reported recovery by Iran of more than 15 unexploded American precision-guided munitions , including at least one fully intact GBU-57 Massive Ordnance Penetrator, may prove to be one of the most strategically consequential intelligence gains in Tehran’s military history. If confirmed, the transfer of these weapons to Iranian “technical and research units” for reverse engineering would transf...

Key PointsChevron's earnings fell in the first quarter due to supply disruptions and timing issues.

专题：巴菲特2026年股东大会重磅来袭 格雷格・阿贝尔重返内布拉斯加州奥马哈市 CHI 健康中心的舞台，出席伯克希尔・哈撒韦年度股东大会下午场次环节。 与阿贝尔一同登台的还有：BNSF 铁路首席执行官 凯蒂・法默 ，以及公务机公司 NetJets 首席执行官、消费品、服务与零售板块总裁 亚当・约翰逊 。 责任编辑：郭明煜

格隆汇5月3日｜巴菲特在接受CNBC采访时表示：“就伯克希尔的资金投放而言，目前并不是我们理想的市场环境。” 巴菲特称，伯克希尔拥有优秀的管理团队，可以择机出手、耐心等待合适标的。他表示，外界看似伯克希尔有时按兵不动、无所作为，但实则会在合适时机积极行动。 他坦言，迟迟不愿大举投入资本，部分原因是市场整体估值偏高。 当被问及何时才是合适的投资时机时，巴菲特表示，等到 “没人愿意接电话的时候”，机会自然会到来。

专题：巴菲特2026年股东大会重磅来袭 沃伦・巴菲特向 CNBC 坦言，面对伯克希尔创纪录的巨额现金储备，眼下并不是理想的投资时机 随着伯克希尔现金储备攀升至历史新高，巴菲特坦言对当前 投资大环境 并不满意。 这位前首席执行官在接受 CNBC 记者贝基・奎克采访时表示：“就伯克希尔的资金投放而言，目前并不是我们 理想 的市场环境。” 巴菲特称，伯克希尔拥有 优秀的管理团队 ，可以 择机出手、耐心等待合适标的 。他表示，外界看似伯克希尔有时按兵不动、无所作为，但实则会在合适时机积极行动。 他坦言，迟迟不愿大举投入资本，部分原因是 市场整体估值偏高 。 当被问及何时才是合适的投资时机时，巴菲特表示，等到 “没人愿意接电话的时候”，机会自然会到来，这也暗示要等待 市场回调下跌 的时刻。 责任编辑：郭明煜

These longtime market-beaters still have quite aggressive ambitions.

Key PointsTesla is projecting a significant increase in investments, partly to fund its AI agenda.

格隆汇5月3日｜当地时间5月2日，欧洲议会国际贸易委员会主席贝恩德·朗格就美国总统特朗普威胁提高欧盟输美汽车关税发表声明，称美方此举“完全不可接受”，美方的相关指控并不属实，显示出其对欧盟主权缺乏尊重，也暴露出其不可靠性。朗格强调，面对美方的任意施压，唯有明确规则才能有效应对。欧盟必须以清晰且坚定的立场作出回应，并充分运用包括反经济胁迫工具在内的贸易防御措施，以维护贸易稳定，保障就业和经济发展。

Inflationary pressures are starting to bite into profit margins for some companies, particularly those with long, complex sales cycles, such as GE Healthcare (NASDAQ: GEHC) . That's why the company's stock declined 11.3% in a week after it released its first-quarter 2026 earnings. The healthcare company sells relatively high-ticket imaging and visualization equipment, which tends to have long sales cycles, making it difficult for the company to immediately raise prices to offset cost inflation. While it also sells shorter cycle products like patient care equipment and pharmaceutical diagnostics, it's not enough to give it the agility to deal with rising costs. Unfortunately, costs are rising, with GE Healthcare management outlining $250 million in increased costs, comprising $100 million from memory chips, $100 million from oil and freight costs, and $50 million from raw materials, including tungsten metal. These impacts are set to reduce earnings per share (EPS) by $0.43 in 2026. Management expects to take cost-mitigation actions that will improve EPS by $0.17 and implement price increases, resulting in a $0.06 improvement, alongside a $0.05 improvement from non-operational matters. Continue reading

Ipswich Town have won promotion from the Championship for the second time in three years - but are they better equipped for the Premier League in 2026?

Sean Duffy, US secretary of transportation, during a news conference in Terminal A at Newark Liberty International Airport (EWR) in Newark, New Jersey, US, on Monday, Nov. 24, 2025. Victor J. Blue | Bloomberg | Getty Images U.S. Transportation Secretary Sean Duffy said on Saturday he does not think the government needs to bail out low-cost airlines that have sought $2.5 billion in government relief because of high jet fuel prices, following the collapse of Spirit Airlines . "At this point, I don't think it's necessary. They do have access to cash. If they want to come to the U.S. government, we would be a lender of last resort. If they can find dollars in the private markets — I think that's better for them," Duffy said at a press conference at Newark Liberty International Airport in New Jersey. He said the prospect of a Spirit bailout was seen by some other airlines as an opportunity to get money "not necessarily based on need, but based on opportunity." On Monday, a group of U.S. budget airlines, including Frontier and Avelo, said it had proposed exchanging warrants convertible into equity stakes for $2.5 billion in U.S. government assistance. The Association of Value Airlines confirmed it asked President Donald Trump's administration to create a $2.5 billion liquidity pool, used exclusively to offset incremental fuel costs, "as a necessary and targeted measure to stabilize operations and keep airfares ⁠affordable during this period of volatility." They have also asked Congress to suspend the 7.5% federal excise tax on airline tickets and the $5.30 per segment tax. Waiving the fees would offset about one-third of the incremental cost of higher jet fuel. Jet fuel surge doubles costs The pitch highlights one of the unintended consequences of the U.S.-Israeli war with Iran: a surge in jet fuel prices that has roughly doubled costs, squeezing margins and pushing ‌weaker airlines ⁠closer to the brink. The chief executives of ‌several low-cost carriers met with Duffy an...

【有線新聞】優霸盃羽毛球賽，衛冕的中國四強橫掃日本，第21次躋身決賽。 紅衫中國派王祉怡打頭陣，首局錯過兩個局分，以21比23不敵山口茜。第2局由頭帶到尾，贏21比11追平。決勝的第3局落後過2比7，隨即連贏5分追和，這局6次平手，王祉怡尾段拉開，以21比16勝出。 劉聖書及譚寧在女雙就直落兩局，21比18及21比14擊敗福島由紀及松木麻佑。陳雨菲把守第3關，面對宮崎友花，首局輕取21比11。第3次交手，陳雨菲保持全勝兼不失一局，第2局克服落後1比7的劣勢，鬥到「刁時」贏22比20，會跟贏了印尼的南韓爭冠軍。

格隆汇5月3日｜在美以与伊朗结束战争的谈判仍陷僵局之际，特朗普政府已批准向中东地区的合作伙伴紧急出售超过86亿美元的武器。美国国务院周五晚在一系列声明中宣布了这些军售计划。这些交易将涉及向以色列、卡塔尔和阿联酋提供火箭弹，以及向卡塔尔和科威特提供防空设备。根据与卡塔尔达成的协议条款，该国将支付超过40亿美元，用于购买美国制造的“爱国者”导弹拦截系统。以色列、阿联酋和卡塔尔将获得“先进精确杀伤武器系统”（APKWS），该系统可发射激光制导火箭弹。科威特还以约25亿美元购买了一套先进的防空系统。美国国务卿鲁比奥依据一项允许“立即销售”武器的紧急条款加速了这些交易，从而绕过了标准的国会审查程序，此举引发了民主党议员的批评。这是特朗普第二任期在伊朗战争期间第三次动用紧急授权绕过国会进行军售。目前尚不清楚这些武器何时能运抵该地区，因为大量生产防御性拦截器及其他类型弹药需要数年时间。

Humans have short attention spans, so headline-grabbing events tend to distract people from thinking about the long-term. That's a particular problem on Wall Street, where investors are hyper-focused on oil right now thanks to the geopolitical conflict in the Middle East. It isn't unreasonable to worry about how high oil prices will affect the world, but there are other massive trends that remain important. For example, the shift toward clean energy. Here are three renewable stocks that will outlast the problems in the Middle East: NextEra Energy (NYSE: NEE) , Brookfield Renewable (NYSE: BEP) (NYSE: BEPC) , and Bloom Energy (NYSE: BE) . Image source: Getty Images. Continue reading

日本首相高市早苗繼續越南訪問行程，與越方在採購原油及關鍵礦產等方面，加強合作。 高市早苗周六在越南首都河內，與越南領導層，包括總理黎明興等會談。 日本傳媒報道，雙方達成多項協議，包括日方支援越南國內的煉油廠採購原油，以及確認將為確保關鍵礦產穩定供應，與強化供應鏈展開合作等。另外雙方亦商定在半導體與航太領域加強協作。 雙方並就推進安保合作具體化達成共識，確認戰略性擴大，跨太平洋夥伴關係協定的重要性。

Most energy ETFs are a way to play oil prices. The VanEck Energy Income ETF (NYSEARCA:EINC) is something more boring and arguably more useful. EINC has a basket of pipeline operators. These operators are paid by the barrel regardless of what crude does. The pitch is fee-based cash flows, the kind of economics that deliver ... This Dividend ETF Is up 30% in 6 Months With a 3.7% Dividend Yield

【有線新聞】美國總統特朗普打算進一步削減駐德國美軍人數。 特朗普稱在德國撤走的美軍將比戰爭部前一天公布的五千人多，但沒有透露詳情。德國防長皮斯托留斯稱，美國從德國以至歐洲撤軍是意料之內，認為歐洲要承擔更多責任保障自身安全。北約發言人指，正向美國了解撤軍細節。 美國參議院軍事委員會兩名共和黨議員發言時稱，深感擔憂撤軍決定，認為應該部署在歐洲東部，不應撤出歐洲，否則將會削弱威懾力，並向俄羅斯總統普京釋出錯誤訊號。

How The Microsoft (MSFT) Investment Story Is Shifting With AI Spending And OpenAI Uncertainty Yahoo Finance

Microsoft’s updated analyst models now point to a fair value price target of $561.93, trimmed from $579.57 as assumptions across the forecast period are refreshed. That shift sits within a broader split in analyst views, with some firms cutting targets and flagging execution risk around AI spending, while others keep leaning into Microsoft’s AI and OpenAI exposure as a long term driver. As you read on, you will see how this evolving narrative might shape the way you track the stock from...

Kevin Dietsch "The world is full of people offering things for you to do. The key is to find the ones worth doing," Berkshire Hathaway ( BRK.B ) ( BRK.A ) Chairman Warren Buffett said Saturday. "I think it's all working," Buffett said, referring to the company's operations on the sidelines of Berkshire's annual meeting. "It isn't the ideal (environment) for deploying capital." Buffett chose Greg Abel to succeed him as CEO because he's "very, very smart" about managing businesses, he said. Buffett is still involved in the company's investment decisions, he said in an interview with CNBC's Becky Quick. He acknowledged that he has not learned "new industries for some years." "We have never had more people in a gambling mood than now," he said. "That doesn't mean the investing environment is terrible." "There's more money around than ever," Buffett said. "The time to buy things is when nobody else will answer their phones," he said. "When markets are collapsing, nobody answers their phones." He said opportunities for investments will "come out of the blue." Likewise, in looking at the macro view, "it's the things you don't think about that will get you." In commenting about Jerome Powell staying on the Federal Reserve Board as a governor, Buffett said he feels better "when he's there" than when he's not. Regarding AI and deep fakes, "it's scary," Buffett said. The U.S. has a “secret sauce” in its success. "Is there any other country that after a couple hundred years people still want to immigrate to?" he asked. "It has worked." "That doesn't mean that we can't do better," he added. "If the whole world lived by the golden rule, that would be a much better society," he said, referring to the ethic of "do unto others as you would have done to yourself." More on Berkshire Hathaway Berkshire Hathaway At A Crossroads: No Buffett, Record Markets, Big Questions Berkshire Hathaway: The Impossible Expectations Placed On Greg Abel Berkshire Hathaway: Selling At A 20% Discount To A...

"The Magician's Nephew" looks like a big next step in Netflix's thawing relationship with movie theaters.

Ukrainian wins 6-3, 7-5 at the Caja Mágica Title means Kostyuk will break into top 15 for first time Marta Kostyuk took an enormous step towards fulfilling her potential as the Ukrainian closed out an incredible week by winning the biggest title of her career at the Madrid Open, defeating Mirra Andreeva of Russia 6-3, 7-5. Although Kostyuk’s run through a WTA 1000 draw was unexpected, this title did not come out of nowhere. Kostyuk won her second career WTA event in Rouen just before Madrid, and has now put together an 11-match winning streak. Continue reading...

British driver beats teammate Oscar Piastri into second Mercedes drivers fourth and sixth with Leclerc third Lando Norris won the sprint race at the Miami Grand Prix with a dominant drive for McLaren, beating his teammate Oscar Piastri into second to secure a one-two for the team and deny Mercedes a win for the first time this season. Charles Leclerc took a strong third for Ferrari but Mercedes, dominant for the opening three meetings, could manage only fourth and sixth for George Russell and Kimi Antonelli. Antonelli had finished fourth but was given a five-second penalty for exceeding track limits, a costly error for the championship leader. Max Verstappen was fifth for Red Bull and Lewis Hamilton seventh for Ferrari. Continue reading...