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Wall Street Lunch: Does AT&T's History Help Ease AI Capex Fears?

Seeking Alpha 📅 05/12 01:15
denisik11/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Hyperscaler capex looks better when compared to AT&T’s Depression spending . (0:15) Intel gains after SK hynix partnership report . (2:08) Inspire Brands preps for one of history’s largest restaurant IPOs . (2:45) This is an abridged transcript of the podcast: Our top story so far, Wall Street is increasingly...

'Britain at the heart of Europe': How Starmer's plans are going down in the EU

BBC News 📅 05/12 01:15
Sir Keir Starmer pledged to rebuild the UK's relationship with Europe in a defiant speech on Monday.

格隆汇5月12日|苹果(AAPL.O):端到端加密RCS消息功能今日起在测试版中开始推出。将为iOS 26.5用户启用加密RCS聊天功能。

格隆汇 📅 05/12 01:15 AAPL.O
格隆汇5月12日|苹果(AAPL.O):端到端加密RCS消息功能今日起在测试版中开始推出。将为iOS 26.5用户启用加密RCS聊天功能。

Dole (DOLE) Q1 2026 Earnings Call Transcript

The Motley Fool 📅 05/12 01:15
Image source: The Motley Fool. Monday, May 11, 2026 at 8 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

特朗普称美伊停火协议命悬一线 据报华府考虑恢复军事行动可能性

新浪 📅 05/12 01:15
美伊停火周一陷入尤为脆弱的阶段,特朗普拒绝德黑兰最新和平提议,并称该协议“处于严重依赖生命维持设备的状态”。 特朗普周一在白宫椭圆形办公室对记者表示,伊朗的最新回应是“一堆垃圾”,他“甚至没有看完”。 一名知情人士称,伊朗要求华盛顿解除海上封锁并放松制裁,同时坚持对霍尔木兹海峡航运保留一定控制权。 特朗普未说明美国是否会恢复对伊朗的军事打击,但他此前曾威胁称,如果伊朗领导层不接受其条件,将采取行动...

AI agents are running hospital records and factory inspections. Enterprise IAM was never built for them.

VentureBeat 📅 05/12 01:15
A doctor in a hospital exam room watches as a medical transcription agent updates electronic health records, prompts prescription options, and surfaces patient history in real time. A computer vision agent on a manufacturing line is running quality control at speeds no human inspector can match. Both generate non-human identities that most enterprises cannot inventory, scope, or revoke at machine ...

PLTR260508P00109000 互動股市圖表 | PLTR May 2026 109.000 put 股市 - Yahoo 財經

Yahoo 📅 05/12 01:15 PLTR.O
PLTR260508P00109000 互動股市圖表 | PLTR May 2026 109.000 put 股市 Yahoo 財經

Samsung made a “mockery” of Dua Lipa by putting her picture on TV boxes, lawsuit says

Ars Technica 📅 05/12 01:15
About a year ago, I was in my parents’ living room, where a new TV sat in its box, waiting to be set up. My sister-in-law pointed to a woman on the packaging and said, “Oh, that’s Dua Lipa!” I barely know who she is, so I didn’t think it was unusual for the singer to be featured on the box. But at least one person thinks it's a big deal: Lipa herself. On Friday, Lipa filed a lawsuit against Samsun...

VADP 8-K及美國證券交易委員會申報文件 - Yahoo 財經

Yahoo 📅 05/12 01:15
VADP 8-K及美國證券交易委員會申報文件 Yahoo 財經

FuelCell Energy Surges 18%, Plug Power Climbs 13%, Bloom Energy Rallies 12% as Fuel Cell Stocks Ignite

Yahoo 📅 05/12 01:15 NVDA.O
Shares of FuelCell Energy (NASDAQ:FCEL) are up 18% in midday trading on Monday, leading a broad rally across the fuel cell complex. Plug Power (NASDAQ:PLUG) stock is climbing 13%, while Bloom Energy (NYSE:BE) is rallying 12% as investors rotate aggressively into clean baseload power names. FCEL stock is trading at around $16.41 after closing Friday ... FuelCell Energy Surges 18%, Plug Power Climbs...

Stock Market Today, May 11: Chipmakers Drive Midday Gains Despite Oil Concerns

Yahoo 📅 05/12 01:15 MU.O
Today, May 11, 2026, AI chip leaders helped steady major U.S. indexes at midday as the Strait of Hormuz remains largely closed.

Stock Market Today, May 11: Chipmakers Drive Midday Gains Despite Oil Concerns

Nasdaq 📅 05/12 01:15
As of midday, the S&P 500 (SNPINDEX:^GSPC) rose 0.34% to 7,424.04, the Nasdaq Composite (NASDAQINDEX:^IXIC) added 0.38% to 26,346.51. The Dow Jones Industrial Average (DJINDICES:^DJI) was barely changed, falling 0.01% to 49,604.50 as oil’s latest spike tempered AI‑driven opti

Microsoft (MSFT) Stock Declines as Hedge Fund Reduces Stake Over AI Concerns - GuruFocus

Google 📅 05/12 01:15 MSFT.O
Microsoft (MSFT) Stock Declines as Hedge Fund Reduces Stake Over AI Concerns GuruFocus

NVIDIA (NVDA) and Intel (INTC) Hit New Highs Amid Tech Stock Sur - GuruFocus

Google 📅 05/12 01:15 NVDA.O
NVIDIA (NVDA) and Intel (INTC) Hit New Highs Amid Tech Stock Sur GuruFocus

Fox (FOXA) Q3 2026 Earnings Call Transcript

The Motley Fool 📅 05/12 01:14
Image source: The Motley Fool. Monday, May 11, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

KN260515P00017500 互動股市圖表 | KN May 2026 17.500 put 股市 - Yahoo 財經

Yahoo 📅 05/12 01:14
KN260515P00017500 互動股市圖表 | KN May 2026 17.500 put 股市 Yahoo 財經

美股芯片板块狂飙暗藏风险 散户此刻大举冲入引发担忧

财联社 📅 05/12 01:14 MU.OINTC.O
财联社5月12日讯(编辑 赵昊) 数据显示,在4月创纪录的美股芯片股大涨行情中,散户投资者大多选择观望。如今,在市场越来越担心涨势可能后劲不足之际,他们却开始蜂拥而入。 根据摩根大通的仓位数据,上周散户投资者对科技股的买入力度升至一年来最高水平。其中,受益于人工智能热潮的存储芯片公司尤其受到追捧,硬件类股票录得历史第二高的资金流入。 过去六周,费城半导体指数已累涨60%,几乎所有估值指标都显得过于...

Bravo is creating unscripted microdramas for the Peacock app

TechCrunch 📅 05/12 01:14
As microdrama apps like ReelShort and DramaBox quietly rake in billions, Peacock announced on Monday that is launching two unscripted Bravo microdramas, which will stream in the Peacock app.

Strong Demand Boosts Nvidia Rival Cerebras Ahead of Its IPO

Nasdaq 📅 05/12 01:13 NVDA.O
Key PointsCerebras Systems plans to go public later this week.

Netflix sued by Texas for allegedly spying on children, addicting users

CNBC 📅 05/12 01:13 GOOG.OMETA.OAMZN.O
In this article NFLX Follow your favorite stocks CREATE FREE ACCOUNT Samuel Boivin | Nurphoto | Getty Images Netflix was sued on Monday by Texas Attorney General Ken Paxton, who accused the streaming company of spying on children and other consumers by collecting their data without consent, and designing its platform to be addictive. Texas said Netflix has for years falsely represented to consumer...

Monday.com (MNDY) Q1 2026 Earnings Transcript

The Motley Fool 📅 05/12 01:13
Image source: The Motley Fool. Monday, May 11, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

HUT260508P00089000 互動股市圖表 | HUT May 2026 89.000 put 股市 - Yahoo 財經

Yahoo 📅 05/12 01:13
HUT260508P00089000 互動股市圖表 | HUT May 2026 89.000 put 股市 Yahoo 財經

Pressure on Starmer mounts as more than 70 Labour MPs call for him to quit

The Guardian 📅 05/12 01:12
Move comes after PM insisted he would prove his doubters wrong and fight any leadership challenge UK politics live – latest updates Keir Starmer’s grip on power appeared to be slipping away on Monday as more than 70 Labour MPs publicly urged him to set out a timetable for his departure, despite his pledging to fight any challenge. The prime minister warned the country would “never forgive” Labour ...

NESR Q1 2026 Earnings Call Transcript

The Motley Fool 📅 05/12 01:12
Image source: The Motley Fool. Monday, May 11, 2026 at 8 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Certara (CERT) Q1 2026 Earnings Call Transcript

The Motley Fool 📅 05/12 01:12
Image source: The Motley Fool. Monday, May 11, 2026 at 8:30 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Amazon (AMZN) to Sell First Swiss Franc Bond in AI Push - Watcher Guru

Google 📅 05/12 01:12 AMZN.O
Amazon (AMZN) to Sell First Swiss Franc Bond in AI Push Watcher Guru

BMO's Schleif Says AI Stampede Fueling Rally Beyond Tech

Bloomberg 📅 05/12 01:12
Carol Schleif, chief market strategist for Bank of Montreal, says the buildout of AI infrastructure is lifting a broad cross section of stocks, not just a handful of tech names. She speaks with Ed Ludlow and Caroline Hyde on “Bloomberg Tech.” (Source: Bloomberg)

NFLX260515C00076000 互動股市圖表 | NFLX May 2026 76.000 call 股市 - Yahoo 財經

Yahoo 📅 05/12 01:12
NFLX260515C00076000 互動股市圖表 | NFLX May 2026 76.000 call 股市 Yahoo 財經

格隆汇5月12日|美国国防部长赫格塞斯今日在五角大楼会见了韩国国防部长官。

格隆汇 📅 05/12 01:12
格隆汇5月12日|美国国防部长赫格塞斯今日在五角大楼会见了韩国国防部长官。

格隆汇5月12日|据伊朗塔斯尼姆通讯社:伊朗外长与新加坡外长进行了电话交谈,讨论了双边关系以及地区最新局势和外交进程。

格隆汇 📅 05/12 01:12
格隆汇5月12日|据伊朗塔斯尼姆通讯社:伊朗外长与新加坡外长进行了电话交谈,讨论了双边关系以及地区最新局势和外交进程。
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