格隆汇4月29日｜寒武纪(688256.SH)公告称，公司2026年第一季度计提信用减值损失及资产减值损失合计约2.45亿元，相应减少公司2026年第一季度合并利润总额约2.45亿元。

Earnings Call Insights: ASE Technology Holding Co., Ltd. (ASX) Q1 2026 Management view Kenneth Hsiang (Head of Investor Relations & Senior VP) said the quarter showed a split demand pattern, with “seasonality in our EMS business, while demand for our ATM services did not slow at all,” adding that “even with less working days during the first quarter, our ATM revenues grew sequentially.” Kenneth Hsiang (Head of Investor Relations & Senior VP) framed capacity as a binding constraint, saying “our capacities along with those of our upstream foundry partners are finite with limited ability to be pulled forward at this point,” while also noting “we have been installing additional LEAP manufacturing capacities that are expected to start generating revenues weighted towards the fourth quarter.” Joseph Tung (Group Chief Financial Officer) raised the company’s investment plan, stating, “we are upping our CapEx for the year,” including “additional [ NTD 0.9 billion ] for buildings and infrastructure” and “an incremental USD 0.6 billion in machinery,” driven by “stronger demand for LEAP services this year and next.” Joseph Tung (Group Chief Financial Officer) lifted the LEAP revenue outlook and tied it to pricing, saying, “for ATM 2026 revenue, we now expect LEAP services revenue to be around 10% above our prior guidance, reaching over USD 3.5 billion,” and added, “our strong market position continues to support a favorable pricing environment throughout the year.” Outlook Joseph Tung (Group Chief Financial Officer) guided Q2 2026 at the consolidated level to “revenue should grow by 7% to 9% quarter-over-quarter,” with “gross margin should increase by 20 to 100 basis points” and “operating margin should increase by 50 to 120 basis points quarter-over-quarter.” Joseph Tung (Group Chief Financial Officer) guided the ATM segment to “revenue should grow by 9% to 11% quarter-over-quarter” and “gross margin should be between 26% to 27%.” Joseph Tung (Group Chief Financial Officer) gu...

格隆汇4月29日｜世纪华通(002602.SZ)公告称，2026年第一季度实现营业收入110.10亿元，同比增长35.19%；归属于上市公司股东的净利润为20.27亿元，同比增长50.18%。业绩变动主要系本期公司网络游戏板块收入增长所致。注：公司Q1净利润20.27亿，2025年Q4净利润12.48亿，据此计算，Q1净利润环比增长62.42%。

In this article GLD Follow your favorite stocks CREATE FREE ACCOUNT Gold prices held steady on Thursday, while a firmer dollar and fading hopes for near-term interest rate cuts due to higher oil prices continued to weigh. Hans-peter Merten | The Image Bank | Getty Images One of the hottest trades of the past year might have run its course, if one options trader gets their way. In one of the most interesting macro trades of the day, someone sold upside call exposure in the SPDR Gold ETF (GLD) while simultaneously buying downside put exposure in a two-pronged trade that both brings in a million-dollar credit and creates potential for big gains if GLD drops at least 15% by mid-July. The trader sold 4,000 of the $450-strike GLD calls expiring July 17 for a credit of $3.1 million, then bought 8,000 of the $360-strike puts expiring the same day for $2 million. That means as long as GLD stays below $450 by expiration, the trader is essentially getting paid to take a long-shot bet on a big crash in gold. Stock Chart Icon Stock chart icon SPDR Gold Shares, 1 year In the context of gold's three-year, 125% rally, it's a contrarian view. But precious metals have struggled since late January, when GLD hit an all-time high of $510. Perhaps no coincidence: the trader's breakeven price to the upside - $450 - is almost exactly April's high price. One way to interpret the trade could be a proxy bet on the Fed and interest rates. GLD touched its year-to-date low in March when the 10-year Treasury yield spiked above 4.4%. Fed funds futures traders are expecting no change from the central bank later Wednesday, but with volatility in crude oil prices and a new incoming Fed Chair, perhaps gold's interest-rate tailwinds are slowing. Gold was pulling back slightly on Wednesday with the GLD off 0.6% to $419.34 in early trading. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

A new crop of defense startups from drone makers to software developers are emerging on Wall Street as governments raise military budgets and refill depleting supplies amid intensifying geopolitical tensions. In recent years, the Pentagon has been diversifying from traditional military contractors Northrop Grumman Corp. and Lockheed Martin Corp. and looking into nimble companies that resemble technology upstarts — with lofty valuations – that offer systems and materials that make fighting more cost efficient. As a result, investors are getting excited about defense names. “A lot of the companies that are going public right now are focused in areas that are high on the Pentagon’s wishlist,” said Austin Moeller , analyst at Canaccord Genuity. “That’s where all the budget dollars are flowing.” Aerospace and defense IPO activity have been making a comeback since 2024, according to data compiled by Bloomberg. So far this year there are two deals, not including the eye-popping debut of Austin, Texas-based Swarmer Inc. , whose AI platform is used to deploy and coordinate drone swarms, which saw its shares soar nearly 1,000% in the first three trading sessions after its initial public offering. Since 2019, 26 defense-related companies have debuted in initial public offerings, out of which at least eight jumped more than 30% in their first day of trading, data compiled by Bloomberg show. Hawkeye 360 Inc. , which provides satellite-based signals intelligence to US agencies, is the latest company to IPO. The Herndon, Virginia-based company is seeking to raise $416 million in an initial public offering by marketing 16 million shares for $24 to $26 each. A Defense Supercycle This year, shares of Arxis Inc ., a provider of electronic parts for aerospace and defense firms, surged 38% in its first day of trading after raising $1.3 billion in an upsized initial public offering. And military drone manufacturer Aevex Corp . doubled in two trading sessions after its listing . “We’ve go...

格隆汇4月29日｜根据寒武纪2026年第一季度报告，截至2026年3月31日，章建平退出十大股东行列；根据寒武纪2025年年度报告，截至2025年12月31日，章建平持有公司681.49万股股份，为公司第五大股东。

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安费诺美股短线拉升，盘前涨超10%，现报158.99美元。

格隆汇4月29日｜美的集团(000333.SZ)公告称，2026年第一季度实现营业收入1310.99亿元，同比增长2.55%；归属于上市公司股东的净利润为126.75亿元，同比增长2.03%。业绩变动主要系公司楼宇科技、机器人与自动化及工业技术报告期收入分别为108亿元、82亿元、68亿元，分别同比增长10.1%、同比增长11.8%、同比下降11.7%。注：公司Q1净利润126.75亿，2025年Q4净利润60.62亿，据此计算，Q1净利润环比增长109%。

中国东航公告，2026年第一季度营业收入370.6亿元，同比增长10.94%；归母净利润16.33亿元，上年同期为亏损9.95亿元。

hapabapa Despite shares of OpenAI ( OPENAI )-linked companies dropping on a report that the ChatGPT maker had missed internal growth targets, Wedbush Securities said any worries are nothing more than an “overreaction.” “Overall, we believe OpenAI has been tracking very high demand on both the consumer and enterprise front, and we strongly disagree with the notion that growth is weakening,” analysts at the firm wrote in a note to clients. They added they would be buyers of “AI-driven tech stocks,” and in particular Oracle ( ORCL ), calling the drop a “way overreaction.” The firm has an Outperform rating and a $225 price target on Oracle. The two companies are closely linked, given that OpenAI accounts for roughly $300B of Oracle's $553B backlog. However, both companies, especially Oracle, are in good shape, given their recent capital raises, the analysts explained. (Oracle is working on raising $50B in debt and equity, and OpenAI recently raised $122B from numerous investors.) “We have a high level of confidence in ORCL’s ability to complete its $50 billion capital raise given a large portion of its debt raising to fuel its data center buildout which revolves incrementally around OpenAI’s ability to fund its purchase commitments,” the analysts added. “While these concerns are important to keep an eye on, we believe the pullback in ORCL shares represent a solid buying opportunity with OpenAI set to go public by the end of this year providing the company with fresh access to capital from public markets. We believe that recent concerns around OpenAI are overblown with the company having enough capital to fulfill its compute capacity needs over at least the next three years following the company’s recent $122 billion funding round giving us confidence that ORCL’s backlog will be fulfilled in the near-term while the company’s path to IPO will provide sufficient liquidity for its commitments in the long-term.” More on Oracle and OpenAI Wall Street Lunch: UAE Blindsides Oil...

hapabapa Despite shares of OpenAI ( OPENAI )-linked companies dropping on a report that the ChatGPT maker had missed internal growth targets, Wedbush Securities said any worries are nothing more than an “overreaction.” “Overall, we believe OpenAI has been tracking very high demand on both the consumer and enterprise front, and we strongly disagree with the notion that growth is weakening,” analysts at the firm wrote in a note to clients. They added they would be buyers of “AI-driven tech stocks,” and in particular Oracle ( ORCL ), calling the drop a “way overreaction.” The firm has an Outperform rating and a $225 price target on Oracle. The two companies are closely linked, given that OpenAI accounts for roughly $300B of Oracle's $553B backlog. However, both companies, especially Oracle, are in good shape, given their recent capital raises, the analysts explained. (Oracle is working on raising $50B in debt and equity, and OpenAI recently raised $122B from numerous investors.) “We have a high level of confidence in ORCL’s ability to complete its $50 billion capital raise given a large portion of its debt raising to fuel its data center buildout which revolves incrementally around OpenAI’s ability to fund its purchase commitments,” the analysts added. “While these concerns are important to keep an eye on, we believe the pullback in ORCL shares represent a solid buying opportunity with OpenAI set to go public by the end of this year providing the company with fresh access to capital from public markets. We believe that recent concerns around OpenAI are overblown with the company having enough capital to fulfill its compute capacity needs over at least the next three years following the company’s recent $122 billion funding round giving us confidence that ORCL’s backlog will be fulfilled in the near-term while the company’s path to IPO will provide sufficient liquidity for its commitments in the long-term.” More on Oracle and OpenAI Wall Street Lunch: UAE Blindsides Oil...

根据寒武纪2026年第一季度报告，截至2026年3月31日，章建平退出十大股东行列；根据寒武纪2025年年度报告，截至2025年12月31日，章建平持有公司681.49万股股份。

(RTTNews) - Federal Signal Corp (FSS) reported earnings for its first quarter that Increases, from the same period last year

(RTTNews) - Carpenter Technology Corp. (CRS) announced earnings for its third quarter that Increases, from last year

在前两篇文章中（氦气告急，直击AI热潮和被忽视的关键原料危机，正在拖垮设备与芯片厂商），已讨论了氦气（He）供应中断和石脑油/PFAS危机如何通过不同途径影响半导体制造设备的“气相工艺”和“设备部件”。如图1所示，氦气直接影响薄膜沉积、光刻和蚀刻等气相工艺，而石脑油衍生的密封剂、润滑剂和管道材料则被集成到上述工艺的所有设备中。 图1：在上述工艺流程中，氦气在何处使用？石脑油衍生的组分和材料又在何处使用？ 仔细观察可以发现图 1 中隐藏着另一个关键点。它是图 1 左下角标记为“使用石脑油衍生的原材料——光刻胶、异丙醇等”的区域。这里描述的光刻胶正是本文的研究对象。 光刻胶的性质与设备组件（如 FFKM、PFPE、PFA 等）截然不同。设备组件是“在设备周围消耗的”，而光刻胶是核心材料，在光刻工艺过程中每片晶圆都会被消耗掉。在图 1 的中心，“光刻”框上方，“瞬时失效”和“部分瞬时失效”之间——此处指光刻胶供应中断时半导体制造过程实际停止的那一刻。 更重要的是，光刻胶是石脑油危机和 PFAS 危机在“分子层面”交汇的唯一奇点。其基础聚合物和溶剂均源自石脑油，而光敏剂 (PAG) 的抗衡阴离子则是 PFAS——这种双重依赖性造成的脆弱性远超单一设备组件。一旦光刻胶供应中断，无论半导体工厂的生产工艺是尖端还是成熟，是逻辑电路还是存储器，全球所有半导体工厂的光刻工艺都将被迫停摆。 为什么现在要讨论光刻胶？ 首先，在半导体工艺中，光刻胶是唯一一种同时受到石脑油危机（碳氢化合物原料枯竭）和全氟烷基物质（PFAS）危机（氟化化合物管制）影响的材料。其基础聚合物和溶剂均源自石脑油，而光酸发生剂（PAG）的抗衡阴离子是PFAS——这种双重依赖性与设备组件（FFKM、PFA、PFPE）的单一依赖性截然不同。 其次，无论采用的是i线、KrF、ArF、ArF浸没式还是EUV光刻工艺，光刻过程中都离不开光刻胶。如果设备组件短缺，维护可能会延迟几个月。然而，光刻胶是每片晶圆都要消耗的。一旦库存耗尽，整个光刻工艺就会停止。 第三，日本企业在全球光刻胶市场占据超过90%的份额（据估计，在极紫外光刻胶市场几乎占据100%的份额）。这既是日本的优势，也意味着日本作为参与方，肩负着最重大的责任和机遇。 光刻胶问题远不止于此。如果光刻胶无法送达，即使设备运转正常，也无法在晶圆上绘制电路图案。这已经超越了“工...

财联社4月29日讯（编辑 杨斌） 上市银行的2025年报基本披露完毕，金融市场投资业务的情况愈发清晰。财联社最新盘点，从40家银行的报表看，尽管2025年投资收益总体仍呈现正增长，增速最高可接近130%，多为兑现浮盈的卖债操作。去年加剧的债市波动，对银行持仓的账面价值产生影响，29家银行的账面出现浮亏，公允价值变动损益为负。 债市业内人士指出，机构的金融市场业务应更加提升交易能力，而非通过报表调节等手段调节投资收益。 75%的银行投资收益呈正增长，卖债兑现浮盈 仅从报表中的“投资收益”科目来看，上市银行2025年的债券投资仍总体呈现正增长。40家银行中，30家的投资收益较前一年增长，14家增速在30%以上。 国股行中，建设银行2025年实现投资收益491.44亿元，较上年增长129.46%。建行在年报中表示，主要是受市场波动和资产结构变化等因素影响，债券投资和权益投资处置收益同比增加。其中，通过卖出摊余成本计量的金融资产（AC）确认收益175.93亿元，同比大幅增长超340%。 工商银行2025年实现投资收益632.86亿元，同比增长54.62%，通过卖出以摊余成本计量的金融工具（AC）确认收益190亿元。 城农商行中，长沙银行2025年实现投资收益60.71亿元，同比增长95.21%。长沙银行表示，主要是因为债券等投资业务实现的收益增加，以公允价值计量且其变动计入当期损益的金融工具（FVTPL）持有期间取得的投资收益41.02亿元。 上海银行则在年报中表示，把握市场利率波段，加快金融资产流转，带动投资收益同比增长。上海银行2025年投资收益208.08亿元，同比增长58.05%。 图：上市银行2025年投资收益及变化 （资料来源：Choice数据，财联社整理） 债市波动，40家银行中有29家去年账面浮亏 不过，去年以来债市收益率趋势性下行的行情终止，债市波动加剧。债牛不再后，银行手中债券资产的账面价值仍然受到了考验。 从公允价值变动损益科目来看，40家银行中有29家2025年为负。90% 的银行公允值价值变动损益相比前一年都出现下降，不少银行都是由正值直接转为负值。 如国股行中，公允价值变动损益由2024年60.85亿元变为2025年-81.60亿元。招行表示，主要是债券投资和非货币基金投资公允价值减少。工商银行由122.20亿元锐减至5.11亿元，工行表示系债券...

4月下旬，云成本优化平台Cast AI发布的一份报告揭示了算力基础设施领域的显著矛盾：企业因“错失恐惧症（FOMO）”而大量采购的AI GPU中，有高达95%的容量处于闲置状态。 与此同时，供应链的另一端却呈现出截然不同的景象。PC和服务器制造商发现，他们订购的英特尔和AMD服务器CPU，交货期已经从两周延长至六个月甚至更长。在供需失衡的背景下，英特尔和AMD在一年内连续三次上调CPU价格，累计涨幅接近30%。 一边是昂贵的GPU利用率不足，另一边是基础的CPU供应紧张。 这种反差表明，过去两年以GPU为核心的算力叙事正在发生转变。 一场由Agentic AI引发的算力结构调整已经开始。在最近一个月内，Arm打破35年惯例亲自下场销售CPU，英伟达将Vera CPU作为独立产品推向市场，AMD与英特尔股价双双创下阶段性新高，前苹果首席CPU架构师也带着红杉资本的投资重返通用CPU赛道。 种种迹象表明，CPU在数据中心的角色正在被重新定义。它正在夺回定价权，并开启一个属于自己的“超级周期”。 Agentic AI的算力瓶颈 要理解当前的CPU短缺，需要关注AI工作负载底层逻辑的变化。 在传统的大语言模型训练与推理阶段，数据中心的算力分配呈现出“重GPU、轻CPU”的特征。由于AI模型需要大规模并行矩阵乘法，GPU凭借其高度并行的架构优势承担了核心计算任务，而CPU则主要负责压缩内存数据并将其路由至GPU。TrendForce的分析指出，在这一阶段，人工智能数据中心内CPU与GPU的配置比例通常在1:4至1:8之间。 然而，随着Agentic AI的兴起，这种算力分配模式面临挑战。与静态的LLM不同，智能体人工智能需要与环境进行动态交互，包括规划任务、调用外部工具、做出决策并代表用户执行操作。管理这些复杂流程的协调层——例如调度子任务、在不同子智能体之间传递数据，以及评估请求是否完成——完全依赖于CPU的串行逻辑处理能力。 半导体分析机构SemiAnalysis的首席分析师Dylan Patel在4月中旬发布的研究指出，在Agentic AI工作负载中，CPU侧的处理占据了总延迟的50%到90%。这意味着， 当CPU在满负荷处理Python解释、网络爬虫或数据库搜索等工具调用时，GPU只能处于闲置的等待状态。 为了缓解这一系统瓶颈，算力基础设施的配置比例必须进行调整。A...

锦波生物公告，2026年第一季度营业收入3.75亿元，同比增长2.43%。净利润1.4亿元，同比下降16.66%。

Capital Power press release ( CPXWF ): Q1 AFFO of C$0.98. Revenue of C$1.21B (+22.5% Y/Y). More on Capital Power Corporation Capital Power Corporation (CPX:CA) Shareholder/Analyst Call Transcript Capital Power Corporation (CPX:CA) Q4 2025 Earnings Call Transcript Capital Power Corporation 2025 Q4 - Results - Earnings Call Presentation Historical earnings data for Capital Power Corporation Dividend scorecard for Capital Power Corporation

US equity futures were largely flat pre-bell Wednesday as traders looked forward to the financial re

4月28日，教育部发布《普通高等学校本科专业目录（2026年）》。 本次目录以科技创新、产业发展和国家战略需求为牵引，增设“交叉学科”门类， 新增38种普通高校本科新专业。 目前，本科专业目录共涵盖13个门类、92个专业类、883种专业。 据了解，获批申办高校可纳入2026年高考招生，中国科学技术大学、天津大学、哈尔滨工业大学、中国矿业大学、大连理工大学、济南大学等高校已官宣获批专业。 本次新专业目录的发布，也是“优本扩容”的重要体现。2026年全国两会上，“持续扩大优质本科教育招生规模”被写入政府工作报告，标志着我国高等教育发展正由以规模扩张为主，迈向以结构优化与质量提升为核心的新阶段。 专业目录的调整，正是这一转型在人才培养的落地体现。 增设“交叉学科”门类，回应新兴领域发展需求 为加强学科专业目录协同联动，推动本科专业目录与研究生教育学科专业目录有机衔接、上下贯通，更好适应新兴交叉学科发展和复合型人才培养需求，《普通高等学校本科专业目录（2026年）》增设了“交叉学科”门类，并在“交叉学科”门类中首批列入15个专业。 这15个专业包括未来机器人、交叉工程、低空技术与工程等11种目录内已有专业，以及具身智能、脑机科学与技术、工程互联网、深地科学与工程等4种本次列入目录的新专业。 这意味着，交叉学科不再是研究生阶段的专属，而是从本科开始系统布局。 这也是“优本扩容”中“优化结构”的关键一步：不是简单增加招生名额，而是在新兴领域开辟新的培养赛道。 此前，教育部部长怀进鹏在民生主题记者会上透露，今年将启动国家交叉学科中心建设，通过前沿交叉学科突破，进一步增强原始创新供给和培育新质生产力的能力。 值得注意的是，在新增的交叉学科专业中，天津大学、哈尔滨工业大学今年获批增设脑机科学与技术新专业，将在2026年率先招生，这也是 全国首个直接面向本科招生的脑机接口专业。 其中，天津大学在脑机接口方面的布局较早。该校早在2024年秋季学期，就依托未来技术学院开设了全国首个脑机接口专业方向并正式招生；2025年，新增设置全国首个“脑机接口”一级交叉学科博士点。 作为人机交互最高形态的颠覆性前沿技术，脑机接口综合了临床医学、神经科学、人工智能、电子信息、集成电路等多个学科的先进理论与前沿技术，其技术链条长、融合学科多，目前相关专业人才缺口巨大。 天津大学脑机海河实验室团队自主研发的国...

Corporate profit margins and P/E multiples — not GDP forecasts — are the real tools to surviving a bear market.

康欣新材公告，2026年第一季度营业收入3467.53万元，同比下降39.39%。净亏损5188.89万元，上年同期净亏损4550.71万元。

茂硕电源公告，2026年第一季度营业收入2.89亿元，同比下降4.16%。净亏损2908.96万元，上年同期净利润59.8万元。

百胜餐饮集团 周三公布的第一季度财报显示，其盈利和营收均超出华尔街预期，主要得益于旗下塔可钟品牌的又一个强劲季度表现。根据伦敦证券交易所集团对分析师的调查，该公司调整后每股收益为1.50美元，高于预期的1.38美元；营收20.6亿美元，高于预期的20.4亿美元。 百胜报告第一季度净利润为4.32亿美元，合每股1.55美元，高于去年同期的2.53亿美元（合每股0.90美元）。剔除与必胜客战略评估相关的费用及其他项目后，公司每股收益为1.50美元。净销售额增长15%至20.6亿美元，得益于公司自营餐厅收入的增加。去年，百胜收购了美国东南部100多家塔可钟门店，以加速发展和提升盈利能力。 塔可钟：跑赢行业的出色表现 在百胜整体业务中，全球同店销售额增长3%，由投资组合中的明星品牌塔可钟推动。塔可钟的同店销售额增长了8%，超过了StreetAccount调查中分析师预期的5.6%的增幅。百胜首席执行官克里斯·特纳在一份声明中表示：“塔可钟实现了8%的出色同店销售额增长，显著领先于快餐行业，这是在2025年第一季度强劲同店销售增长率的基础上取得的。” 肯德基与必胜客：国际市场强劲，美国本土承压 肯德基报告同店销售额增长2%，略低于StreetAccount预测的2.5%增幅。虽然炸鸡连锁店的国际业务被视为百胜的“增长引擎”之一，但其美国业务近年来一直举步维艰，面临着竞争加剧和消费者价值预期的压力。第一季度，肯德基美国系统销售额下降了2%。为赢回顾客，肯德基正在借鉴塔可钟的成功经验，聚焦创新和价格实惠。 同样，必胜客在美国以外的市场表现更为强劲。这家陷入困境的披萨连锁店报告全球同店销售额持平，但其国际业务同店销售额在本季度增长了2%，而美国同店销售额则萎缩了4%。根据StreetAccount的数据，分析师此前预计必胜客全球同店销售额将下降0.7%。 去年11月，百胜表示将探索该连锁店的战略选择。路透社本月早些时候报道称，包括阿波罗全球管理和赛科摩尔合伙公司在内的几家私募股权公司是竞购必胜客的潜在买家。虽然百胜周三没有提供战略评估的最新情况，但其财报发布中列出了一个要点，显示了公司除必胜客外的系统销售额、门店数量和核心运营利润。 责任编辑：张俊 SF065

DNY59 Several warnings have been issued that the trust fund reserves backing the Social Security program are running out of money and heading towards insolvency. The funds are projected to be depleted in 2034, according to a 2025 report from the Social Security Board of Trustees. "At that time, there would be sufficient income coming in to pay 81% of scheduled benefits," it noted . Once the funds run dry, many Seeking Alpha readers expect lower benefit payments for some retirees – by means testing or raising the retirement age, a recent poll showed . Others think taxes will be raised to cover existing Social Security obligations. But does that mean the end of benefit payments? No, but the payments would certainly decline – the Committee for a Responsible Federal Budget (CRFB) estimates an immediate 20% benefit cut once the funds run out in 2034, growing to 32% by 2078. The resulting cut in benefits would likely cause a sharp decline in consumer spending, which would in turn weaken the economy . An analysis by the National Institute on Retirement Security last year showed that $1.38T in benefits paid out in 2023 supported $804.6B in labor income, $1.6T in value added (GDP), and $363B in tax revenues for federal, state, and local governments. "Every dollar paid out in Social Security benefits supports $2 in total economic activity," said Dan Doonan, executive director, NIRS. A hypothetical 19% cut in benefits would shrink the program's economic impact by more than 16%, reducing GDP by hundreds of billions of dollars, the NIRS analysis showed . Senior care-related stocks: Welltower ( WELL ), Brookdale Senior Living ( BKD ), Ventas ( VTR ), CareTrust REIT ( CTRE ), Ensign Group ( ENSG ), American Healthcare REIT ( AHR ), Omega Healthcare Investors ( OHI ), AMN Healthcare ( AMN ), LTC Properties ( LTC ), National Healthcare ( NHC ), National Health Investors ( NHI ) More on retirement investing My Ultimate 7% Yielding 'Set-It-And-Forget-It' Retirement Income Machine 4 Mu...

格隆汇4月29日｜巴基斯坦总理：在西亚实现停火和建立和平的努力仍在继续。

Pekin Hardy Strauss Inc. Raises Stake in Qualcomm Incorporated $QCOM MarketBeat

STORY: From major partner shifts to new medicine, this is AI Weekly :: AI Weekly OpenAI is now offering its latest AI models and coding agent Codex on Amazon's cloud services platform. That’s after the ChatGPT creator loosened its ties with long-time backer Microsoft. It’s a major partner shift that came after the two firms renegotiated the exclusivity Microsoft had in selling OpenAI's models on its cloud platform. Amazon and OpenAI have been deepening ties for several months, with investments and spending commitments going both ways. ______ China moved to block Meta’s $2 billion acquisition of AI startup Manus on Monday. Beijing has tightened scrutiny of U.S. investment in domestic startups which are developing frontier technologies. That’s as Washington tries to limit Chinese tech firms' access to advanced U.S. chips. Manus relocated to Singapore to bypass Beijing’s restrictions… And it’s unclear how and if an unwinding of the acquisition could now occur. _____ Johnson & Johnson said it’s using AI to halve the time it takes to generate drug development leads. The pharma giant is using the new technology to screen the "potential universe" for promising chemical compounds or biologics. Although, an executive said, it’s not yet possible to discover new products outright and bringing them to market using AI. J&J said that using this tech, it’s already accelerated the development process for two compounds - one in oncology and another in immunology. European Parliament lawmakers failed to reach a deal on watered-down landmark AI rules. EU countries spent 12 hours negotiating and on Tuesday and will resume talks next month. The changes to 2024’s AI Act aims to simplify regulations to help European businesses catch up with U.S. and Asian rivals. Europe's AI rules, considered to be the strictest in the world, came amid concerns about the impact of the technology on children, workers, companies and cybersecurity. While proposed changes to the AI Act have drawn criticism fr...