CME集团和GPU市场情报及基准数据行业领导者Silicon Data今日宣布，将于今年晚些时候推出算力期货市场，目前正在等待监管部门的审查。新的期货合约将使交易员、金融机构、AI开发者以及云服务提供商能够对数万亿美元规模的算力市场中的波动性和价格风险进行对冲与管理。这些产品将基于Silicon Data的指数构建，该指数是全球首个针对按需租用GPU费率的每日基准指标。

Benoit BACOU/Photononstop via Getty Images EDP, S.A. ( EDPFY ) delivered an alright, mostly flat EBITDA performance. What we want to see is: A smaller share of CCGT generation in the mix, which we think will likely have poorer margins given the Iran War. More hydro in the mix, whose margins should improve given the effects of the Iran War on marginal energy pricing in a CCGT-dependent Europe. On top of that, installed capacity continues to rise at EDPR. It's not a poor play tactically speaking. On the other hand, there is the issue that net debt continues to rise, and they aren't really making any progress in deleveraging, which is limiting dividend growth. We would prefer to see deleveraging as a capital allocation priority as mentioned in our previous coverage . However, we like the tactical angle here. Results The company just reported results. Hydro, other ( Q1 Press) Our initial reaction is that CCGT generation picked up in the mix considerably by growing 12% against the overall increase in TWh. Electricity prices were falling as of the Q1 compared to last year, but we don't expect this to last. The overall effect was a hit to the EBITDA. Networks ( Q1 Press) RAB growth was solid in Iberian markets, and new transmission and infrastructure projects in Brazil helped to increase remuneration there, with greater underlying RAB growth and also compensation rates through regulatory WACC (indexed to domestic rate conditions). EDPR ( Q1 Press) The other generation business focused on ex-hydro renewables did well in terms of installed capacity, with projects evidently continuing to be delivered, but limited overall generation and similar declines in selling prices. The situation other than in regulated utilities supported by decent RAB growth and government-determined compensation was of limited volume growth against price declines causing slight overall pressure, but mostly with the resiliency that is typical of utilities. Outlook ( Q1 Press) The outlook of EBITDA grow...

Robert Way/iStock Editorial via Getty Images JinkoSolar ( JKS ) said Tuesday it signed an agreement to supply 2 GW of solar modules to United Arab Emirates renewables developer Masdar for a solar and battery storage gigaproject in Abu Dhabi, the world's first gigascale round-the-clock renewable energy project. Under the agreement, JinkoSolar ( JKS ) will provide Tiger Neo modules based on its N-type TOPCon technology platform and tailored to the project's technical requirements, the company said. Jointly developed by Masdar and the Emirates Water and Electricity Company, the project integrates a 5.2 GW solar photovoltaic plant with a 19 GWh battery energy storage system, the largest and most technologically advanced system of its kind in the world. "The successful signing of the 2 GW module purchase agreement marks an important milestone for JinkoSolar's deep development in the high-end Middle Eastern new energy market and the long-term strategic partnership with Masdar," the company said. More on JinkoSolar Holding JinkoSolar Holding Q1 2026 Earnings Call Presentation JinkoSolar: Post-Earnings Weakness, Same Old Risks JinkoSolar: Facing A Double-Edged Sword

Wolterk Seagate Technology ( STX ) received a new $1,000 price target from investment firm Evercore ISI after it held meetings with Seagate CFO Gianluca Romano and an investor relations executive. Following the meetings, Evercore analyst Amit Daryanani said there were several takeaways: that Seagate is positioned for long-term “durable” growth, as it focuses on increasing exabytes through areal density improvements, via ways such as Heat-Assisted Magnetic Recording; its long-term agreements can provide multi-year visibility, with some extending through 2027; the fact that hard-disk drives are “fundamentally different” than NAND, and as such, pricing dynamics don't impact hard disk drives; the ramp of HAMR is just getting started, with a strong outlook all the way through 2030; and finally, hard disk drives are not likely to be the gating technology. “Other components in the stack — power (the persistent constraint), DRAM, NAND, etc. — will almost always be the binding bottleneck, not HDDs, allowing Seagate to enjoy pricing leverage,” Daryanani added. He maintained his Outperform rating on Seagate. “Underlying [exabyte] demand has been strong over the past several quarters, driven primarily by AI — specifically the shift to training, generating data, and inferencing,” Daryanani explained. “Generative video AI is a meaningful uplift to exabyte consumption as video applications consume far more storage than text. Because AI runs 24/7, data creation is increasing exponentially, and adjacent applications such as autonomous driving (e.g., Waymo expanding into more cities), cameras, and sensors are layering on additional demand. A second structural change from AI is around retention: historically, every company and individual had its own strategy to delete data and free up storage; with AI the philosophy has flipped — the bigger the data pool, the better the AI, and the cost of deleting now exceeds the cost of storing.” More on Seagate Technology Seagate: The Most Overvalu...

Our NVIDIA (NASDAQ:NVDA) call comes at a moment when the AI infrastructure trade is reaccelerating after a choppy first quarter. NVDA has rallied 8.44% in the past week and 18.19% over the past month, putting it within striking distance of its 52-week high of $217.80. The 24/7 Wall St. price target for NVIDIA is $241.91, ... This Will Be Nvidia’s Stock Price This Year

This Will Be Nvidia’s Stock Price This Year 24/7 Wall St.

e-crow/iStock via Getty Images Overview Integra Resources ( ITRG ) is a smaller gold mining company with assets in the United States. The company has the higher-cost producing mine Florida Canyon together with the development projects DeLamar and Nevada North. This is a company I have covered frequently in the past; my prior articles on the company can be found here . Today's article will primarily focus on the Q1 2026 result that was released yesterday after the close. Integra will also be hosting a webcast at 11 am EDT today, which can be watched here . I am long the stock. Figure 1 - Source: Integra Resources Presentation The stock price performance of Integra was impressive last year, but we have seen a 37% drawdown this year, which is substantially more than most peers. The year-to-date return is negative 27%, which I view as a buying opportunity for a stock that was far from expensive before the recent drawdown. Figure 2 - Source: Koyfin After a very strong 2025, some period of consolidation might make sense, but the primary reason for the 2026 underperformance is likely because of a $61M bought deal at $3.40 per share in February of this year. The company has guided for higher sustaining capital investments in 2026, which might have muted the stock price returns as well, but that was flagged during last year for anyone that listened to the CEO. The expectation is that the sustaining capital investment will decrease from 2027 onwards, at a time when the gold production will increase from around 72.5Koz to 85Koz. Figure 3 - Source: Integra Resources Press Release - Guidance Q1 2026 Result Integra Resources reported $22M in operating cash flow before changes in working capital during Q1 2026, which is actually a new record for the company. Operating income was $16M and adjusted earnings were $13M, down from what we have seen in prior quarters. Figure 4 - Source: Integra Resources Quarterly Reports The company reported poor production from Florida Canyon during Q...

Key PointsThe Strait of Hormuz remains closed, causing the global economy to steadily burn through its oil stockpile.

Key PointsArm Holdings has the potential to become one of the most important chip companies in AI inference.

Court filings reveal scale of early AI ambitions

Jose Mourinho is in final negotiations to become Real Madrid's next head coach, 13 years after his first spell at the Bernabeu.

格隆汇5月12日｜据印度国家证券交易所（NSE），全球基金5月12日净卖出196亿卢比印度股票。

Beyond high-profile names like Apple’s Tim Cook, a number of lesser-known CEOs joining US President Donald Trump on his trip to China this week represent industries caught in the crossfire of the trade war, analysts said, and are expected to push for deeper engagement rather than risk becoming a “geopolitical football”. Seventeen American CEOs have been invited in total, according to a list released by the White House on Monday – a smaller business delegation than in 2017, when 27 high-profile...

Items like groceries, medicines, and electronics are now available in less than an hour. | Image: Amazon Following a limited test run in parts of Seattle and Philadelphia that started last December, Amazon Now is officially available to millions of Amazon shoppers across the United States. In addition to Seattle and Philadelphia, the 30-minute delivery service is now also widely available in Atlanta and Dallas-Fort Worth, but will soon be expanding to more cities including Austin, Houston, Minneapolis, Orlando, Phoenix, Denver, and Oklahoma City. There are currently thousands of items eligible for 30-minute deliveries including fresh milk and produce, over-the-counter medicines, household essentials like laundry detergent, and even small elect … Read the full story at The Verge.

The maker of the Canvas school software said it "reached an agreement" with the hackers, but provided no guarantees that the hackers would not release the data or keep their word.

Casa Minerals (CASA:CA; OTCQB: CASXF; FSE: 0CM) on Tuesday said it had received gross proceeds of $432,777.30 in 2026 from the exercise of about 4.45 million common share purchase warrants. The warrants were issued as part of private placements completed in April 2025 and February 2026, with each warrant exercisable for one common share. The company said the proceeds will be used to fund exploration programs at its Congress Gold Mine project in Arizona and the Arsenault Copper-Gold-Silver project in British Columbia, as well as for working capital. Source: Press Release More on Casa Minerals Inc. Financial information for Casa Minerals Inc.

格隆汇5月12日｜美国4月通胀加速，CPI同比增长3.8%，创近三年最快涨幅。美股三大指数集体低开，纳指跌0.72%，标普500指数跌0.35%，道指跌0.09%。 费城半导体指数盘初跌近3%，闪迪跌超5%，英特尔、高通跌超4%，美光科技跌超3%，AMD、Arm跌超1%，“大空头”警告称当前市场情形类似于互联网泡沫破裂前的高点。 Sea大涨超10%，Q1营收超出预期，所有核心业务板块均实现增长。 京东涨1.8%，Q1净营收同比增长4.9%至3156.9亿元，年度活跃用户数超7.4亿。(格隆汇)

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 伊朗冲突引发油价暴涨，冲击波蔓延至美国经济，将 4 月通胀推升至 2023 年末以来最高。 缅因州温思罗普市的 Circle K 便利店与欧文加油站。 伊朗战事正推动美国通胀急剧攀升，汽油价格飙升的影响传导至整个美国经济，令人不安地 联想 到过往能源冲击重塑数百万家庭日常生活的时代。 美国劳工统计局数据显示，截至 4 月的一年内，消费者物价指数（CPI） 同比上涨 3.8% ，高于 3 月的 3.3% 与 2 月的 2.4%。 4 月整体物价 环比上涨 0.6% ，能源价格走高是主要推手。汽油价格上月大涨 5.4%，过去一年涨幅约 30%。受去年秋季政府停摆带来的数据异常影响，此前被人为压低的住房成本，4 月环比反弹 0.6%。 此次同比涨幅创 2023 年 5 月以来新高 （当时通胀率达 4%），也是中东冲突连续第二个月明显推高美国居民物价。4 月通胀数据亦高于经济学家预期。 即便此番通胀回升只是暂时性的，也给白宫带来严峻政治难题 —— 白宫原本将经济公信力很大程度寄托在压低物价上。 同时，这也将是特朗普提名的美联储主席候任人选 凯文・沃什 的首场大考，其任命预计将于本周四获批。沃什将接替本周五任期届满的杰罗姆・鲍威尔，不过鲍威尔仍会留任美联储理事会。 对于研究通胀史的经济学家而言，当下局势与那段多数人不愿重演的历史时期有着令人不安的相似之处。 近期两位经济学家分析指出，当前通胀走势与上世纪 70 年代末高度雷同。70 年代伊朗革命曾在全球原油首轮涨价看似回落之后，引爆 第二轮、更严重的通胀浪潮 。 奥斯汀得克萨斯大学经济学家奥利维尔・科伊比翁与加州大学伯克利分校经济学家尤里・戈罗德尼琴科撰文表示： “大通胀时代并非始于第一轮物价飙升，而是源于 未能阻止第二轮通胀来袭 。” 美国通胀在 2021—2022 年快速走高，随后几年有所回落。若对照 70 年代走势，第一阶段特征高度相似：物价急升后小幅回落，但始终高于爆发前水平，未能回归原位。如今中东再度爆发能源冲击，两位经济学家警示， 第二轮通胀浪潮或已开启 。 油价是关键影响因素之一，同时也是 通胀预期 最强的驱动因子之一。数十年来，汽油价格与消费者对未来通胀的预判始终高度联动。 一旦汽油价格大幅飙升，民众通胀预期几乎会立刻随之走高。当前预期本就高于...

Earnings Call Insights: Harvard Bioscience (HBIO) Q1 2026 Management View “Overall, Q1 reflected continued progress on transforming Harvard Bioscience from a traditional tool provider into a leading supplier of the emerging translational science market,” said (President, CEO & Director John Duke). “Revenue was $20.8 million, in line with their expectations.” “Our Q1 results were driven by growth in sales of our new product innovation pipeline, including Mesh MEA for organoids, BTX Electroporation and SoHo Telemetry products,” said (President, CEO & Director Duke). “We expect this suite of products will deliver double-digit revenue growth for the full year.” “We strengthened our leadership team by adding Dave Panzarella as our new SVP of Commercial,” said (President, CEO & Director Duke). “With 30 years of industry experience… we believe he will be instrumental in driving overall revenue expansion and sales of our translational science platforms.” “We remain confident Project Viking will generate $3 million in savings in 2027 and $4 million annually thereafter,” said (President, CEO & Director Duke). “In Q1, we moved one product line and are on track to move several product lines in Q2.” “Revenue was $20.8 million, in line with our $20 million to $22 million guidance and below the $21.8 million we reported in the first quarter of 2025,” said (CFO, Treasurer, Principal Financial Officer & Principal Accounting Officer Mark Frost). “The year-over-year decline was primarily due to lower sales from academic institutions in the Americas and distributors in APAC.” Outlook “In the second quarter, we expect revenue between $20.5 million and $22.5 million, adjusted gross margin between 57% and 59% and adjusted EBITDA between $1 million and $2 million,” said (CFO Frost). “Midpoint of these ranges implies revenue growth of 5% margin expansion of 160 basis points and flat EBITDA.” “We're maintaining our full year 2026 guidance of revenue growth of 2% to 4%, gross margin of 58% to...

Amazon employees are using an internal AI tool to automate non-essential tasks in a bid to show managers they are using the technology more frequently. The Seattle-based group has started to widely deploy its in-house “MeshClaw” product in recent weeks, allowing employees to create AI agents that can connect to workplace software and carry out tasks on a user’s behalf, according to three people familiar with the matter. Some employees said colleagues were using the software to automate additional, unnecessary AI activity to increase their consumption of tokens—units of data processed by models. Read full article Comments

Alphabet (NASDAQ:GOOGL) primarily generates revenue by offering digital advertising, enterprise cloud computing services, and consumer hardware globally. In April 2026, it confirmed the $29.5 billion acquisition of cybersecurity firm Wiz, and it reported an approximately 57% net income margin for the quarter ended March 31, 2026. Microsoft (NASDAQ:MSFT) primarily earns revenue by developing enterprise software, licensing operating systems, and providing cloud solutions. Continue reading

On May 4, 2026, Tracy L. Platt, Chief Human Resources Officer of Newell Brands (NASDAQ:NWL) , reported the direct sale of 96,169 common shares in an open-market transaction, as disclosed in an SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($4.65); post-transaction value after disposition is $0.00 based on May 4, 2026, holdings. Newell Brands is a global consumer goods company with a diverse product lineup and a presence across key household and commercial categories. The company leverages its portfolio of well-known brands to drive sales through both traditional and digital retail channels. Continue reading

A Waymo drives across Congress Avenue on 8th Street in front of the Capitol Building as rain arrives in the Austin area on Friday, Jan. 23, 2025 ahead of anticipated drops in temperature and freezing rain over the weekend. (Sara Diggins/The Austin American-Statesman via Getty Images) | Image: Getty Waymo is recalling its autonomous driving software that allowed its vehicles to drive on flooded roads. The recall affects 3,791 vehicles that operate using Waymo's fifth and sixth generation systems. In documents filed with the National Highway Traffic Safety Administration, the Alphabet-owned company said that an unoccupied Waymo robotaxi "encountered an untraversable flooded section of a roadway that has a 40 mph speed limit." Despite detecting the flooded road, the vehicle "proceeded at reduced speed." Waymo said it was currently working on a remedy. In the interim, the company has updated its vehicles to "increase weather-related cons … Read the full story at The Verge.

白宫5月11日公布了将随特朗普一同访华的商界领袖名单。据多家美媒报道，总共将有16位美国商界代表来到北京，他们代表的美国企业涵盖科技、金融、航空和农业等多个领域：在科技领域，访华美企代表包括特斯拉公司首席执行官马斯克、苹果公司首席执行官库克，以及高通、美光等半导体企业的负责人；在金融领域，访华美企负责人来自花旗、高盛、黑石等华尔街巨头；此外，波音公司和嘉吉公司分别代表了航空和农业领域。（央视网）

北京时间5月12日晚，美股周二低开，科技股领跌。美国4月消费者价格同比上涨3.8%，创2023年5月以来新高原油价格继续攀升。市场继续关注美伊局势的发展。 道指跌10.55点，跌幅为0.02%，报49693.92点；纳指跌187.99点，跌幅为0.72%，报26086.13点；标普500指数跌19.90点，跌幅为0.27%，报7392.94点。 西得克萨斯中质原油期货周二上涨3%，站上每桶101美元。布伦特原油上涨3%，突破每桶107美元。此前，美国总统特朗普称美伊之间实施了一个月的停火协议“弱得令人难以置信”，并表示在拒绝了德黑兰方面提出的“不可接受的”反提案后，该协议已“处于大规模生命维持状态”。 特朗普的最新表态助推了油价的涨势。 伊朗在其最新的反提案中，坚持要求战争赔款、对霍尔木兹海峡拥有完全主权、解冻被冻结的伊朗资产以及解除制裁。 华尔街此前刚刚经历了一个上涨的交易日，标普500指数和 纳斯达克 综合指数均创下历史新高。 稳健的财报季在近几个交易日持续推动股市走高。美林和 美国银行 私人银行首席投资办公室投资组合策略主管玛西-麦格雷戈表示，她仍对整体市场感到乐观。 她说：“如果市场在经历了从3月低点如此强劲的反弹之后出现疲软，我会将其视为买入机会，因为当前市场是由企业利润、资本支出以及强劲的劳动力市场所驱动的。我们有很多理由保持乐观。” 周二技术经济面，美国4月CPI创3年以来新高。 消费者为各类商品和服务支付的价格在4月以高于预期的速度上涨，引发市场对通胀给美国经济带来影响的进一步担忧。 美国劳工统计局周二报告称，经季节性调整后，4月消费者价格指数环比上涨0.6%，同比涨幅达到3.8%。环比涨幅符合预期，但同比涨幅比 道琼斯 调查的预期中值高出0.1个百分点。 剔除食品和能源后，核心CPI环比上涨0.4%，同比上涨2.8%，这表明虽然通胀仍远高于美联储2%的目标，但相当一部分压力来自非核心领域，尤其是能源。 这一总体通胀年率是自2023年5月以来的最高水平，较3月上升了0.5个百分点。核心通胀年率上升了0.2个百分点。 能源价格再次成为通胀飙升的主要推手，涨幅达3.8%，食品价格也上涨了0.5%。就能源而言，12个月涨幅达到17.9%，食品涨幅为3.2%。汽油价格指数同比上涨28.4%。 尽管能源（尤其是汽油）是推高总体通胀的主要因素，但通胀压力也来自其...

US President Donald Trump on Tuesday said Cuba was asking for help and “we are going to talk”, without providing any more detail. “No Republican ‌has ever spoken to me about Cuba, which is a failed country and only heading in one direction – down! Cuba is asking for help, and we are going to talk!!! In the ⁠meantime, I’m off to China!” Trump wrote on social media. Representatives for the White House and the State Department could not be immediately reached ‌for comment. Representatives for...

AMD and Intel Poised to Dominate $135 Billion AI Server Market

AMD, Intel Set for Massive AI Server Boom, GF Securities Says TradingView

National broadcaster RTÉ accused of antisemitism for decision to screen satirical 1996 Eurovision episode in boycott of contest It is considered one of the funniest episodes of a beloved sitcom, but the Father Ted storyline about Eurovision has been dragged into the row over Israel’s participation in this week’s song contest. Ireland’s national broadcaster, RTÉ, which is boycotting the competition in protest against Israel’s inclusion, will instead broadcast the 1996 episode A Song for Europe, in which the characters Father Ted and Father Dougal perform their song My Lovely Horse and earn nul points . Continue reading...

美股三大指数集体低开，标普500指数跌0.34%，道指跌0.09%，纳指跌0.72%。大型科技股方面，英伟达跌1.06%，超威半导体跌2.71%。中概股方面，网易涨2.40%，京东涨1.02%，蔚来跌1.35%。