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Investors want easy exposure to the hot memory sector — including dominant overseas players.

Alvaro Victor/iStock via Getty Images Energy Transfer: The underperformance is turning around It's a really nice time to be an energy investor. It seems like the back and forth going on in the middle isn't likely to be resolved any time soon. The Iranian regime and the US government are now more likely than not in a stalemate. A speedy solution to the hostilities remains to be seen. Nevertheless, I believe that unless both sides are ready to meet each other on some of their most extreme demands, this impasse will likely persist. And that means if you invest in the energy value chain ( XLE ), I think the rest of 2026 looks to be one that will likely provide more pleasant upside surprises than downside uncertainties. I had previously informed Energy Transfer ( ET ) investors in my last write-up that ET has surprisingly underperformed its XLE peers. Despite that, I also heaped praise on the predictability and stability that investors look for when they actually buy into the ET thesis. That underperformance has somewhat been resolved recently. Crude oil prices look to be staying stubbornly above the $100 level in the near term or even through the rest of 2026. Given that, I believe companies or stocks that are more exposed to pricing volatility will still likely benefit more profoundly as compared to opportunities like ET. Energy Transfer: Growth capital outlook is improving Energy Transfer Q1 Highlights (Energy Transfer) As a quick recap of what transpired in the first quarter, we know that management upgraded its adjusted EBITDA guidance and also lifted its growth capital outlook. On adjusted EBITDA, we are now looking at a range of between $18.2 billion and $18.6 billion. On growth capital, we are now looking at a midpoint of $5.7 billion, which was revised from the previous $5.25 billion. Energy Transfer Management Commentary on Volume Expansion (Energy Transfer Q12026 Earnings Conference) So these are some really, growth focused estimates. And I think it speaks to ...

CRWV posted $2.1B Q1 2026 revenue and a $99.4B backlog as AI demand surged, but rising losses, debt and spending kept investors cautious.

At Temple of Heaven summit, Trump and Xi will seek a good harvest Reuters

Charles-McClintock Wilson Amazon ( AMZN ) has expanded its ultra-fast delivery service to additional U.S. cities with plans to offer 30-minute-or-less delivery to millions of customers across the country. Along with Atlanta, Dallas-Fort Worth, Philadelphia, and Seattle, Amazon Now will soon be available to customers in Austin, Houston, Minneapolis, Orlando, Phoenix, Denver, and Oklahoma City by using a network of smaller fulfillment centers located more conveniently to customers. Prime members will pay a $3.99 delivery fee, while non-members will pay a delivery fee of $13.99. Additional fees apply to orders under $15. Customers can choose the “30-Minute Delivery” option on the order page. “With thousands of items available for ultra-fast delivery, you can get everything from groceries for dinner to AirPods before a flight to household essentials like laundry detergent or toothpaste delivered right to your door,” said Amazon’s senior vice president of worldwide operations, Udit Madan. Amazon’s rapidly expanding delivery options have enabled the e-commerce giant to deliver 13 billion items across the globe in the same day or next day and more than 8 billion in the U.S. alone, a 30% increase from the prior year. The news weighed on rival Instacart ( CART ) with shares down more than 3%, while Walmart ( WMT ) was holding onto a modest gain at Tuesday’s open. More on Amazon Wall Street Lunch: Does AT&T's History Help Ease AI Capex Fears? Amazon: The $465 Billion Backlog That Silences The Capex Bears Agentic AI Is Great For AWS Josh Wolfe's lifecording basket, ranked by Quant: two strong buys, four holds, and a sell Ma Bell's history hints that AI could be recession-proof

Charles-McClintock Wilson Amazon ( AMZN ) has expanded its ultra-fast delivery service to additional U.S. cities with plans to offer 30-minute-or-less delivery to millions of customers across the country. Along with Atlanta, Dallas-Fort Worth, Philadelphia, and Seattle, Amazon Now will soon be available to customers in Austin, Houston, Minneapolis, Orlando, Phoenix, Denver, and Oklahoma City by using a network of smaller fulfillment centers located more conveniently to customers. Prime members will pay a $3.99 delivery fee, while non-members will pay a delivery fee of $13.99. Additional fees apply to orders under $15. Customers can choose the “30-Minute Delivery” option on the order page. “With thousands of items available for ultra-fast delivery, you can get everything from groceries for dinner to AirPods before a flight to household essentials like laundry detergent or toothpaste delivered right to your door,” said Amazon’s senior vice president of worldwide operations, Udit Madan. Amazon’s rapidly expanding delivery options have enabled the e-commerce giant to deliver 13 billion items across the globe in the same day or next day and more than 8 billion in the U.S. alone, a 30% increase from the prior year. The news weighed on rival Instacart ( CART ) with shares down more than 3%, while Walmart ( WMT ) was holding onto a modest gain at Tuesday’s open. More on Amazon Wall Street Lunch: Does AT&T's History Help Ease AI Capex Fears? Amazon: The $465 Billion Backlog That Silences The Capex Bears Agentic AI Is Great For AWS Josh Wolfe's lifecording basket, ranked by Quant: two strong buys, four holds, and a sell Ma Bell's history hints that AI could be recession-proof

Alones Creative/iStock via Getty Images Since November 2025, I have been bullish on Blue Owl Technology Finance Corp. ( OTF ). Just as most externally managed BDCs, OTF has been hammered hard by the market. However, the level of punishment that OTF has experienced significantly exceeds that of its closest peers. Just take a look at what has happened to OTF since my first bull case: Ycharts While there have been certain moments of nice outperformance, the mid-April sell-off has sent OTF in a clear negative alpha zone relative to the broader BDC sector ( BIZD ). So, it would be fair to say that as opposed to my core recommendations - Trinity Capital Inc. ( TRIN ), Capital Southwest ( CSWC ) and Kayne Anderson BDC, Inc. ( KBDC ) - OTF has been an unfortunate pick. Ycharts However, two things from my side: The registered price action has, in my view, happened in totally opposite direction to the fundamentals. As a result of this divergence, I view OTF as, arguably, the biggest bargain opportunity in the entire BDC space. So, relatively recently, I made OTF one of my biggest externally managed BDC investments. Of course, if I had to choose between OTF or any of high-quality internally managed BDCs, I would go with the latter. Yet, it is not either-or question. And speaking of bargain situations, I truly believe that OTF's position is unmatched. Bear with me as I walk go through OTF's fundamentals and its Q1 2026 earnings report . Why the price decline? All the reasons for the recorded underperformance that I could imagine and somehow rationalize are linked to either emotions or value unrelated arguments. In the next chapter I will flesh out my thinking on OTF's fundamentals. So, below are the reasons I see here. First, SaaSacolypses. OTF is a software biased BDC with about 70% of the portfolio located in IT and software companies. Penalizing OTF for this would be only rationale if the belief was that many SaaS firms will go belly up. Second, OTF's NAV per share declined ...

Analysts Are Bullish on These Technology Stocks: Apple (AAPL), GlobalFoundries Inc (GFS) The Globe and Mail

tum3123/iStock via Getty Images Introduction to the iShares MSCI Emerging Markets ex China ETF The iShares MSCI Emerging Markets ex China ETF ( EMXC ), which got listed on the 18 th of July 2017, has managed to amass total AUM of $24B during its near-decade existence. EMXC which is issued by Blackrock under its ‘iShares’ stable of ETFs, pays dividends twice a year, which amount to an annualized yield of over 2%. This ETF is priced at a reasonable expense ratio of 0.25%, which is only half the median ETF rate . What Does EMXC Do? EMXC strives to give investors exposure to a wide variety of emerging market stocks (close to 650 stocks) excluding Chinese stocks, and it seeks to go about this by sampling an index called the MSCI Emerging Markets ex China Index [MEMECI] . MEMECI, in turn, focuses on the top 85% of stocks that comprise the free-float market-cap of 23 different emerging markets including Brazil, Chile, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Kuwait, Malaysia, Mexico, Peru, the Philippines, Poland, Qatar, Saudi Arabia, South Africa, South Korea, Taiwan, Thailand, Turkey and the United Arab Emirates. What Are The Main Features Of EMXC's Portfolio? Given that EMXC’s tracking index focuses on only the top 85% of the free-float market-cap of any EM country, it is pretty obvious that small-cap exposure in this portfolio will be very minimal. Meanwhile, Giant-caps account for almost two-thirds of the portfolio, with the average market-cap ($108 billion), only reiterating the giant-cap centric profile of this product. Morningstar Prima facie, EMXC may attempt to build its portfolio from 23 different emerging markets across the globe, but as things stand, the bulk of the portfolio comes from three key markets in Asia — Taiwan, South Korea, and India, that account for almost three-fourth the portfolio. EMXC Sectorally, EMXC dabbles with stocks from 11 different options, but one sector in particular- technology stands out, accounting for al...

MaxLinear (NASDAQ:MXL) was a boring broadband chip company until AI data centers started booming. The stock has already surged by 442% in just the past six months, but the rally could end up being monumental if the AI buildout continues as expected. You may argue that the current forward earnings multiple of 59 times earnings already ... Why This AI Stock Could Be the Easiest 10x Trade of 2026

Douglas Cliff/iStock via Getty Images 1-800-FLOWERS.COM, Inc. ( FLWS ) (1-800-Flowers) reported the company's fiscal Q3 results from the January-March period on the 7th of May. The flower and other gift company's momentum remains poor, not showing any clear signs of a turnaround as competition is crushing its financial performance. Some strategic efforts are being made to revitalize 1-800-Flowers' performance, but I don't believe that a turnaround is likely. I initiated the stock at a Hold rating in my previous July 2024 article on the stock, titled " 1-800-Flowers: Less Generous Earnings Are Still Present. " The stock has since lost -55% of its value; meanwhile, the S&P 500 has returned 34%. My Rating History on FLWS (Seeking Alpha) Fiscal Q3 Review: 1-800-Flowers' Earnings Are Still on a Decline 1-800-Flowers announced another weak quarter for the company. Fiscal third quarter results showed a -11.6% revenue decline to $293.0 million, continuing a trend that has now persisted for over three years already. Consumer Floral & Gifts revenues declined by -18.7%, Gourmet Foods & Gift Baskets revenues were nearly flat, and BloomNet revenues declined by -5.9%. No segment was a point of strength for the company; even the flat performance in Gourmet Foods & Gift Baskets was achieved due to a 5% revenue lift due to a shift in the timing of Easter. The quarter's revenues missed Wall Street's consensus by $1.0 million, and the -$0.77 adjusted EPS missed by nine cents. Earnings plummeted massively in 2025 , but 1-800-Flowers has managed to maintain somewhat more stable profitability during FY2026. Third quarter adjusted EBITDA came in at a -$31.2 million loss, even up by $3.7 million year-on-year. System implementation issues in the prior-year period caused a favorable gross margin comparison; meanwhile, the underlying gross margin held stable. Lower marketing and labor costs offset sales deleverage in SG&A expenses. 1-800-Flowers has implemented $50 million in cost savings, ri...

联合航空将重启飞往委内瑞拉的航班服务。这家航司于周二宣布，自8月11日起，恢复休斯顿乔治·布什洲际机场至加拉加斯西蒙·玻利瓦尔国际机场的每日直飞航班，最终航线开通仍需获得各国政府监管批准。 联合航空此前已运营美国至委内瑞拉航线超过20年，后于2017年6月暂停通航。 就在本次官宣的数周前，美国航空一架客机完成了2019年以来美委之间首趟商业直飞航班。此举也被视作特朗普政府快速推动与委内瑞拉关系正常化最直观的标志性事件。 此前报道称，特朗普政府已推出一套特殊安排：一方面吸引美国投资者赴委内瑞拉投资，另一方面进一步巩固两国政府间关系。 美国交通部长表示，联合航空新开这条航线，标志着美委两国关系再获新进展。 他称：“随着美国与委内瑞拉合作扩大石油产能、创造新的经济机遇，这条航线对于运送石油行业从业人员赴委工作至关重要。” 责任编辑：何云

专题：美国4月消费者物价同比上涨3.8%，创2023年5月以来新高 消费者物价指数（CPI）4 月同比上涨 3.8%，能源成本攀升取代关税，成为推高美国物价的主要驱动力。 注：数据为经季节性调整的消费者物价指数同比变动；受政府停摆影响，2025 年 10 月数据缺失。 核心解读要点 受中东战事导致能源价格大幅飙升影响，美国上月消费者物价涨幅创下 2023 年 5 月以来新高，民众生活成本进一步攀升。 美国劳工统计局周二公布数据：4 月 CPI 同比上涨 3.8%，远高于 2 月冲突爆发前的 2.4%，也高于 3 月的 3.3%。 此次物价上涨主要由能源价格拉动，能源品类环比上涨 3.8%。而剔除波动较大的食品与能源后的 核心 CPI ，4 月同比仍上涨 2.8%，高于 3 月的 2.6%。 关键分项解读 燃油成本 能源涨价正向交通领域传导，4 月机票价格环比上涨 2.8%；依靠卡车、船舶运输的各类商品成本也随之走高。 食品价格 食品杂货价格同比上涨 2.9%，主要受牛肉价格提振影响；肉牛存栏量下降，推动牛肉售价持续攀升。 统计数据特殊因素 受去年秋季美国政府停摆影响，联邦统计调查延后补录数据。劳工统计局未能按正常时间采集住房数据，只能顺延至今年 4 月统一修正。 此前租金与房价已有降温迹象，本可让通胀放缓更快，但被数据滞后所掩盖。 房租及自有住房等价成本同比均上涨 3.3%，高于前三个月 3% 的同比增速。 美联储政策前景 美联储一贯主张忽略能源价格短期波动，认为这类冲击通常会自行消退、难以演变为长期核心通胀。 但本次通胀超预期升温，将削弱 2026 年内降息 的合理性。叠加上周亮眼的就业数据，多家分析师已将降息预期推迟至 2027 年。 随着物价持续走高，美国人对经济前景的看法愈发悲观。密歇根大学调查显示，5 月消费者信心跌至 历史最低水平 。约三分之一受访者主动提及汽油价格高企带来的生活压力。 本轮物价上涨令民众倍感压力的另一原因： 薪资增速同步放缓 。 4 月平均时薪同比上涨 3.6%，但整体呈下行趋势。居民实际收入被挤压，不少人被迫动用储蓄度日。 受通胀高企影响，投资者早已排除美联储年内降息的可能。如今市场预期进一步转向： 明年美联储或开启加息 。 美联储官员之所以敢聚焦通胀压力，很大程度源于 劳动力市场相对稳定 。 4 月就业报告显示失业率稳定在 4.3%...

受人工智能（AI）及高性能计算需求持续扩大的推动，半导体解决方案供应商Qnity Electronics（股票代码：Q.N）12日宣布上调全年营收与利润预期。受此利好消息提振，该公司股价在当日早盘交易中上涨超过5%。 随着全球范围内针对AI基础设施的投资不断升温，半导体设备及组件需求激增。Qnity作为为数据中心提供芯片、先进封装、互联技术及热管理产品的核心供应商，其核心业务板块因此显著受益。 最新公布的财报数据显示，Qnity在今年第一季度实现营收13.2亿美元，高于市场预估的12.7亿美元；调整后每股收益录得1.08美元，超出0.92美元的预期目标。 基于第一季度的强劲表现，Qnity全面上调了年度业绩指引。公司预计，全年总营收将达到52.3亿至53.8亿美元，高于此前设定的49.7亿至51.7亿美元区间，亦超过伦敦证券交易所集团（LSEG）汇总分析师预估的51.2亿美元。同时，全年调整后每股收益预期由原先的3.55至3.95美元，上调至3.80至4.14美元。 责任编辑：龙运翔

当地时间5月12日，美国国防部长赫格塞思表示，他们针对伊朗问题的所有情况都制定了相应计划。如有必要，他们有升级行动的计划，也有撤离部署的计划，还有调动资源的计划。目前，他们不便透露下一步的具体行动方案。 他还表示，尽管近期局势紧张并发生交火，但伊朗停火协议依然有效。（央视）

The agreement covers 13 early-stage programs in oncology, hematology, and immunology, with $600 million due upfront

Intel Corp Stock (INTC) Opened Down by 4.62% on May 12: Drivers Behind the Movement TradingKey

今天，我国在太原卫星发射中心使用长征六号改运载火箭，成功将千帆极轨09组卫星发射升空，卫星顺利进入预定轨道，发射任务取得圆满成功。(央视新闻)

格隆汇5月12日｜英伟达股价上涨1.65%，报223.068美元/股，再创历史新高，总市值达到5.42万亿美元。富国银行将英伟达目标价从265美元上调至315美元。

The Crystal Palace, Arsenal and England striker says his life story – now in development with the rapper’s Merky Films – has ‘hard-hitting moments, but in the end I want it to give people hope and joy’ Stormzy has announced he is to produce a biopic of former Arsenal, Crystal Palace and England striker Ian Wright. Wright, who successfully transitioned to TV punditry after a distinguished playing career that included becoming Arsenal’s highest ever goalscorer, before he was overtaken by Thierry Henry, said he wanted the film to “give people hope and joy”. Continue reading...

The Strait of Hormuz remains largely shuttered, with Iran-linked vessels dominating what little traffic is moving across the waterway. An Iraqi supertanker’s rare passage has come to a halt after a retreat from the US naval blockade line. The Iraqi oil-loaded Agios Fanourios I , which cleared the strait at the weekend, is retracing its route after halting a journey to Vietnam on Monday as it approached the US position. The tanker’s unexplained U-turn underscores the risks to third-party shipping as Washington and Tehran enforce rival restrictions across the strait. Meanwhile, a Qatari liquefied natural gas carrier, the Mihzem, appears to have cleared the strait, marking the only transit on Tuesday morning. Now headed to Pakistan, the tanker on Monday had demonstrated caution by turning back briefly and disabling its transponder. A similar shipment successfully transited the chokepoint over the weekend. Hormuz Transits Monday’s observable commercial transits in both directions were limited to six Iranian vessels and a bulker, according to ship-tracking data compiled by Bloomberg. Outbound traffic included an Iranian liquefied petroleum gas carrier, two small fuel tankers, and a bulker. A regional cargo ship followed the same route out of the waterway. Authorities in Qatar have instructed ships near their main LNG export facility to disable tracking systems as a safety measure, further muddying visibility. The LPG tanker Xin Ming Long went silent Monday while awaiting orders, with its transit status currently unconfirmed. Diplomatic signals offer little reassurance. US President Donald Trump has dismissed Iran’s latest offer and signaled that a ceasefire is precarious, while Iran has deployed small submarines described as an invisible guardians to secure its position in the strait. In a post on X, US Central Command confirmed that the military has diverted 62 commercial ships since the blockade on Iran took effect. Meanwhile, inbound commercial transits on Monday incl...

Image source: The Motley Fool. Tuesday, May 12, 2026 at 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

总台记者当地时间5月12日获悉，伊朗政府已向国际仲裁机构伊朗-美国求偿仲裁法庭（IUSCT）提起诉讼，起诉美国“对伊朗核设施进行军事侵略”“实施经济制裁”以及“威胁使用武力”。该诉状针对美国在对伊“12日战争”期间违反国际义务的行为，已于2026年2月至3月期间在伊朗-美国求偿仲裁庭正式登记。伊朗-美国求偿仲裁庭是根据1981年《阿尔及尔宣言》设立的国际仲裁机构，总部位于荷兰海牙。（央视新闻）

Image source: The Motley Fool. Tuesday, May 12, 2026 at 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

合安：一億多大維修基金退款予業主，正就召開業主大會諮詢法律意見。

Image source: The Motley Fool. Tuesday, May 12, 2026 at 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

D-Wave Quantum CEO Alan Baratz previously has warned of ’lumpy’ revenue ahead of broad commercialization.

当地时间5月12日，美国国防部长赫格塞思表示，他们针对伊朗问题的所有情况都制定了相应计划。如有必要，他们有升级行动的计划，也有撤离部署的计划，还有调动资源的计划。目前，他们不便透露下一步的具体行动方案。他还表示，尽管近期局势紧张并发生交火，但伊朗停火协议依然有效。（央视新闻）

Getty Images The Investment Thesis There is a common saying about gold rushes: the most reliable fortunes are made not by the prospectors, but by the people selling the shovels. Synopsys ( SNPS ) is a company that has carved out a great position for itself as a provider of critical software that is driving the AI revolution. With the Ansys acquisition, Synopsys now has a product that is best-in-class. High customer switching costs and product leadership provide a substantial moat, while an expanded market and AI and transaction synergies provide many future growth catalysts. I see Synopsys as delivering enhanced EPS growth over the medium-to-long-term and, resultantly, compounding shareholder returns. Although not cheap, Quality Growth investors can look past short-term valuation concerns when buying a business with the fundamental quality, earnings visibility, and structural tailwinds that make time in the market far more powerful than timing the market A Deep Dive into the Synopsys Business Synopsys is a core cog in the global semiconductor industry. The company produces electronic design automation (EDA) software that designs the complex chips driving the AI revolution. Every major chipmaker on earth depends on EDA software to develop their next generations of silicon. Together with Cadence ( CDNS ), Synopsys dominates this market, with the two firms collectively representing about 80% of the market. Synopsys operates across two primary segments. The first is Design Automation, encompassing EDA tools, the recently acquired Ansys simulation and analysis business, and other related services. The second segment is Design IP, which sells pre-built and reusable chip components. These are standardised building blocks that engineers license rather than design from scratch, allowing chip developers to focus their resources on designing proprietary and differentiated designs. Design Automation generated $2.0 billion in Q1 FY2026 revenue at a 47.3% adjusted operating margi...