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How Surging AI Data Center Demand And Big-Name Deals At AMD (AMD) Has Changed Its Investment Story

Yahoo 📅 05/02 13:08 AMD.O
In recent weeks, Advanced Micro Devices has drawn heightened attention as analysts project strong year-over-year gains in earnings and revenue ahead of its 5 May 2026 first-quarter results, largely tied to robust demand for EPYC server processors and Instinct accelerators in data centers. At the same time, large AI infrastructure contracts with customers such as OpenAI and Meta, alongside growing ...

分析:伊朗僵局可能使美国总统特朗普的处境比开战前更糟

格隆汇 📅 05/02 13:08
格隆汇5月2日|据外媒分析称,伊朗冲突已持续了两个多月,但尚未取得任何决定性的军事或外交成果。在此期间,特朗普面临着这样一种风险:与伊朗的僵持局面可能会无限期地持续下去,从而给美国和全世界带来比他发动这场战争之前更为严重的问题。由于双方表面上都显得信心十足,都认为自己占据优势且立场相去甚远,目前似乎并没有明显的缓和途径可言,即便伊朗也提出了重新开启谈判的新提议,但特朗普在周五还是迅速予以拒绝。对于...

Apple Faces Memory Supply Challenges, Stock Rises (AAPL) - GuruFocus

Google 📅 05/02 13:08 AAPL.O
Apple Faces Memory Supply Challenges, Stock Rises (AAPL) GuruFocus

How Surging AI Data Center Demand And Big-Name Deals At AMD (AMD) Has Changed Its Investment Story - Yahoo Finance

Google 📅 05/02 13:08 AMD.O
How Surging AI Data Center Demand And Big-Name Deals At AMD (AMD) Has Changed Its Investment Story Yahoo Finance

五一吃喝玩乐变贵了?错——是你买的东西变了

36kr 📅 05/02 13:06
5月1日,中国五一假期第一天。3.44亿人出门,跨区域流动量创历史新高。 但同一天,商务部数据透露了一个反差信号:餐饮人均消费同比下降,演唱会、音乐节、体育赛事消费同比激增超过40%。 中国人不是不消费了,是在重新分配自己的钱包。 01 两条曲线,一个反向 先看一组对比数据。 商务部商务大数据监测显示:2025年五一假期全国重点零售和餐饮企业销售额同比增长6.3%。看上去消费在涨。但拆开看: 重点...

Analysis-Iran standoff could leave Trump worse off than before he went to war

Investing 📅 05/02 13:06

These twins were born within minutes of each other - but have different dads

BBC News 📅 05/02 13:05
Lavinia and Michelle are the only case of twins with different fathers to be recorded in the UK.

OGE Energy Q1 Earnings Call Highlights

Yahoo 📅 05/02 13:05 GOOG.O
OGE Energy (NYSE:OGE) reported first-quarter 2026 consolidated earnings of $0.24 per diluted share, down from $0.31 in the same period last year, as management pointed to mild weather and timing-related operating and maintenance expense as key headwinds. Despite the softer start to the year, executi

'If we sleep they bite': Rats and weasels infest camps for displaced Gazans

BBC News 📅 05/02 13:02
In the Gaza Strip, the daily battles are now with rats, weasels, and other pests spreading diseases.

Iran standoff could leave Trump worse off than before he went to war - Reuters

Reuters 📅 05/02 13:02
Iran standoff could leave Trump worse off than before he went to war Reuters

美國擬從德國撤走大約五千名駐軍 部分撤離美軍先回國隨後重新部署海外

无线新闻 📅 05/02 13:01
美國計劃未來一年內,從德國撤走大約五千名駐軍。據報有美國國防官員認為,撤軍計劃表明總統特朗普,不滿北約盟友在伊朗戰事上的取態。 美國國防部周五宣布從德國撤軍的計劃,表示全面評估美國在歐洲的軍力部署後,決定從德國撤走大約五千名美軍,預計未來六至十二個月內完成。五角大樓強調已經考慮戰區的實際需要與實際情況,而部分撤離的美軍將先返回美國,隨後重新部署海外,配合五角大樓的戰略重點,將資源集中於美國本土及印...

六合彩|50周年金多寶今晚攪珠 若頭獎一注獨中料彩金高達2.28億元

无线新闻 📅 05/02 13:00
六合彩50周年金多寶今晚攪珠,馬會估計如果頭獎一注獨中,彩金高達2.28億元,會是歷年最高彩金紀錄。 位於中環士丹利街的投注站,曾有47次中頭獎紀錄,來買六合彩的人龍延伸到門外。 楊女士表示:「半小時左右,由排隊到上到去,我過來飲茶,順便來買六合彩,親力親為,力不到不為財。」 有職員在場維持秩序,在龍尾舉起指示牌,有市民指排了45分鐘才買到。 賴先生說:「看中這裡旺,朋友都中過,專程過來,都買大叠...

日本制造巨头“批量转战AI”,“卫浴巨头”扩大存储元件产量,Toto股价飙升

华尔街见闻 📅 05/02 13:00
日本卫浴巨头Toto正凭借半导体元件业务从马桶制造商蜕变为AI产业链的关键标的。 周五,公司宣布扩大半导体元件产能并公布创纪录年度盈利数据,股价单日飙升18%,创五年新高,报6425日元(约合40.86美元)。今年以来,该公司股价累计涨幅已近50%。 大涨的核心驱动力来自先进陶瓷业务。 Toto是全球第二大静电吸盘生产商,该部件广泛应用于NAND存储芯片制造。 随着AI基础设施需求扩张,该业务已占...

'I bought a baseball cap to hide my kippah': Jews observe first Shabbat after Golders Green attack

BBC News 📅 05/02 13:00
British Jews tell the BBC they are agonising over whether to stick to their usual routine this Sabbath.

The king went to Washington to save Britain’s bacon. He may also have shown the US how to save itself | Simon Tisdall

The Guardian 📅 05/02 13:00
Charles III’s subtle, much needed history lesson delivered the US some tough love. But will Trump get the message? Of the many jokes cracked by King Charles during his visit to Washington, the one recalling the definitive 18th-century Anglo-French contest for dominion over the New World was the most pointed. Speaking at a state banquet in the White House, Charles turned to Donald Trump and said: “...

The Devil Wears Prada 2 to Lenny Henry: your complete entertainment guide to the week ahead

The Guardian 📅 05/02 13:00
Meryl Streep stars in the long-awaited sequel to the fashion-industry hit, and the comic, actor and bona fide national treasure returns to the stage Continue reading...

Beware the lunatic fringe: the Becky Barnicoat cartoon

The Guardian 📅 05/02 13:00
Continue reading...

‘It’s super weird, super odd, super rare’: meet the twins who have different dads

The Guardian 📅 05/02 13:00
When DNA test results shattered everything Lavinia and Michelle thought they knew about their family history, they also revealed something never before documented in the UK I like being a twin. It defines who I am,” Lavinia Osbourne tells me on the 49th birthday she shares with her sister, Michelle. “It’s amazing to have a twin and have a built-in friend for ever,” Michelle says. “I’ve been really...

‘We feel angry – and we have reason to be’: Brazil’s resurgent punk scene is a howl of outrage at injustice

The Guardian 📅 05/02 13:00
Thriving punk culture seen as response to frustrations at unemployment, urban violence, police brutality and deprivation As black-clad police combatants charged into the hillside favela and opened fire, a black-clad punk scurried out of the community in the opposite direction, his hands trembling from fright. “Holy shit! All those guns! Things are getting ugly!” spluttered Rodrigo Cilirio, the fou...

Tension and dissent: inside the Green party’s antisemitism struggle

The Guardian 📅 05/02 13:00
With a fast-expanding membership and electoral gains in sight, the Israel–Palestine debate is testing party unity A Green party member for more than 30 years, Elise Benjamin admits to bittersweet feelings even as fellow activists anticipate a historic breakthrough in next week’s elections. Benjamin was involved in drawing up the party’s guidance on antisemitism, which she describes as comprehensiv...

Meera Sodha’s recipe for spring rice with feta, harissa and pine nut sauce | Meera Sodha recipes

The Guardian 📅 05/02 13:00
Basmati rice tossed with sweet onions and chickpeas, then mixed with green herbs and salty feta, and dotted with a spicy, lemony, pine nut sauce Spring has a split personality. The idea of it is nice: frolicking through carpets of bluebells while wearing pastel-coloured trousers, etcetera. But the reality is that it’s often dicey and unreliable: hot one minute, cold and/or tipping down with rain t...

Blind date: ‘What would I change? Nothing. It was perfect’

The Guardian 📅 05/02 13:00
Josh, 30, a video game designer, meets Hannah, 31, an architectural lighting designer What were you hoping for? A fun evening and easy chat with an interesting and unique human being. Continue reading...

The tipping point: what happens when deaths outnumber births?

The Guardian 📅 05/02 13:00
The social and economic impact of people living longer and having fewer babies is hitting countries worldwide. Adaptation is key In Japan, there are now companies that specialise in cleaning the apartments of elderly people who have died alone and gone undiscovered for weeks or months, while adult incontinence pads have outstripped nappy sales for more than a decade. In Italy, depopulating village...

Maternal stereotypes, ‘emotional’ AI jailbreaks and a perfect UFO sighting

The Guardian 📅 05/02 13:00
Need something brilliant to read this weekend? Here are six of our favourite pieces from the last seven days Continue reading...

Gaga, Dior and $24 tweezers: how The Devil Wears Prada 2 turns rags to riches

The Guardian 📅 05/02 13:00
From celebrity cameos to lucrative brand partnerships, The Devil Wears Prada 2’s approach to maximising revenue is worthy of Runway’s finest For a film that serves as a commentary on the perilous economics of today’s media landscape, it’s fitting that promotion for The Devil Wears Prada 2 has been so frank about its finances. Speaking ahead of the New York premiere, Meryl Streep revealed she initi...

Tim Dowling: I have a mic drop moment on stage – quite literally

The Guardian 📅 05/02 13:00
None of the audience are laughing at my jokes. Until … The band I’m in is on a spring tour, 16 dates across the UK, from Tavistock in Devon to Edinburgh by way of Birmingham, Norwich and Liverpool. The first gig is in South Petherton, a village in Somerset where we played once 10 years ago . Here’s what I remember about last time: we arrived after dark and loaded our stuff into a chilly village ha...

The Devil Wears Prada 2 to Kneecap: the week in rave reviews

The Guardian 📅 05/02 13:00
Meryl Streep returns as acid-tongued fashion-mag doyen Miranda Priestly, and the Northern Irish agit-rap trio present a new album of polemical electro-rave bangers. Here’s the pick of the week’s culture, taken from the Guardian’s best-rated reviews Continue reading...

Protests may need to be stopped in some cases, PM suggests

BBC News 📅 05/02 13:00
The PM tells the BBC he is concerned about the "cumulative" effect of marches on the Jewish community.

Counting gains from Beijing, Taiwanese opposition leader Cheng Li-wun eyes US trip in June

SCMP 📅 05/02 13:00
Taiwanese opposition leader Cheng Li-wun is preparing to visit the United States in June, aiming to leverage the political momentum from last month’s meeting with Communist Party leader Xi Jinping in Beijing. Cheng, who heads the main opposition party Kuomintang, will also test her message on the Taiwan Strait in Washington. In recent media interviews Cheng has outlined an agenda that goes beyond ...

Why India’s logistics pact with Russia signals its Arctic ‘footprint’ ambition

SCMP 📅 05/02 13:00
A pact between India and Russia on reciprocal access to military facilities is expected to boost Moscow’s influence in the Indian Ocean and increase New Delhi’s presence in the Arctic. However, it does not mean the two countries’ bases will be opened to each other’s armed forces as they step up defence cooperation, according to analysts. India and Russia signed the Reciprocal Exchange of Logistics...
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