Do you think AVGO stock is a good long-term bet at current levels? What about at a 30% discount at about $300 per share? If you think that is a steal and have some cash ready to go, here is a trade.

Get Paid 12% To Buy AVGO At A 30% Discount - Here's How Yahoo Finance

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。

格隆汇5月12日｜爱德华琼斯投资策略高级经济学家詹姆斯·麦肯评美国CPI报告，“美国居民继续承受飙升能源成本的冲击，这在疫情后本已持续的通胀压力之上又加了一层负担。此外，由于霍尔木兹海峡仍然处于事实上关闭状态，我们可能还没有看到这轮价格压力的峰值，风险正在上升。好消息是，到目前为止经济对这轮价格冲击仍然表现出韧性。许多消费者今年受益于退税，就业市场从2025年的近停滞状态有所回升，企业利润增长也相当强劲。这些缓冲是有限的，但我们预计它们足以让经济在一定程度上承受这次冲击。”

Oracle Java to Power Samsung Electronics’ Global Semiconductor Development Oracle

Oselote/iStock via Getty Images Investment thesis Note: This is an update to my previous article . TSS ( TSSI ) reported a quarter that initially looked disastrous, with revenue falling 44% year-over-year and the stock collapsing more than 25% after earnings. However, beneath the headline numbers, the business actually improved in several important ways. Higher-margin revenue grew 88%, gross margins nearly doubled, and the adjusted EBITDA outlook remained stable despite the sharp decline in sales. That said, the most important part of the thesis remains unchanged. TSS disclosed that a single customer still represents essentially all of its revenue, making the company look less like an independent AI infrastructure provider and more like an operational partner tied to Dell's AI growth. While demand for AI rack integration remains strong, I still struggle to justify a more bullish rating given the extreme concentration risk. Better revenue mix in Q1 2026 On May 7th , the company shared its Q1 2026 results, and there wasn't a positive reaction, as the stock price dropped by more than 25% that same day, but it reached even an intraday drop of 35%. These were the earnings that triggered this reaction: $55 million in sales, or a 44% decrease, but analysts were expecting even worse results. Regarding EPS, TSS reported $0.08 per share, almost double the analysts' expectations and only 33% lower than the same quarter last year. I know, "only 33% lower" doesn't sound like something to be optimistic about, but considering the drop in sales, this implies an improvement in margins. Q1 2026 Estimate Actual Beat Revenue $41.95M $55.35M 31.9% EPS Normalized $0.04 $0.08 100.0% Click to enlarge If you recall my previous article , the company is composed of three segments: Procurement : A very low value-added business with gross margins below 10%, where the company resells hardware used in data centers. Systems Integration : The company integrates server racks for data centers. Gross ...

近年来，购买盲盒、玩娃娃，成为青年群体中一股日渐升温的风潮，也推动泡泡玛特等潮玩品牌不断“出圈”。 5月6日，在一档播客节目中，泡泡玛特创始人、CEO王宁坦言，如果给2025年公司的业绩打90到95分，那组织管理他只给70分。 他将过去一年的快速增长形容为“新手开F1——别人觉得你很爽，其实自己压力很大”，而2026年，则是他口中的“进站维修年”。 王宁还透露，为防止流量被提前透支，公司已暂停LABUBU的新品发布、线下营销，以及多类开店与授权合作，不少原定2025年推出的产品也推迟到了2026年。 他试图让公司“慢下来”，但在他身后，一个因潮玩而催生的职业群体——“改娃师”，似乎从未真正停下过脚步。 据悉，有名气的改娃师改一个娃收费可高达上万元，普通改娃师也在数百元。一位改娃师透露：“此前火爆全网的‘月入4W+改娃师’，就是这个圈子的。” 01 “壮士”订制改娃 在潮玩圈，人人都想抽到隐藏款。而一旦拥有之后，玩家又开始追求独一无二。于是，他们把娃娃送到专业人士手中进行“二创”，改娃师应运而生。 “改娃”，即变换妆造，让娃娃更符合“娃妈”“娃爹”（娃娃收藏者）的喜好，有时还涉及脸型、嘴型、发型、服装等调整。圈内人常称改娃师为“壮士”（妆师的谐音）。 我国潮玩行业在供需协同发力下快速发展，市场规模从2020年的249亿元增至2024年的587亿元，预计2026年突破千亿元。 早在泡泡玛特、玲娜贝儿大热之前，BJD（Ball-jointedDoll的缩写，指球型关节人形娃娃）娃娃、小布娃娃、棉花娃娃等做工精良、价格不菲的玩偶，就已和它们的追随者构成了“娃圈”。 年轻人入“坑”后，不再满足于简单造型，而是追求更精致的面部与妆容。 “暗黑风、御姐风、软妹风，甚至是怪诞风……大家期待拥有一个符合自己审美的独一无二的娃娃。” 有改娃师透露，有些玩家甚至会要求眼睛下方加一颗痣，或脸上添一点红血丝，甚至连眼皮、后脑壳、膝盖都要定制作画。 “娃圈”娃娃种类繁多，其中，BJD娃娃最为人所熟知，其起源于欧洲，后传入日本、韩国及中国。 由于它拟仿人形，关键部位装有球形关节，能够做出接近于真人的姿势，可玩性很高，所以颇受“娃圈”欢迎。浏览购物平台可以发现，BJD娃娃的价格从几百到几万不等，皆有人购买。 图源：小红书@糖猜猜猜 棉花娃娃则最早流行于韩国，粉丝以偶像为原型的玩偶带到现场应援，因其...

英伟达涨近2%，股价创历史新高。

This app is in one of every seven smartphones, but most investors don't even know it's publicly traded.

Central bankers are not known for their sense of adventure or tolerance of financial risk. So, when the governor of the Czech National Bank (CNB) presented at Bitcoin Conference 2026, arguing for Bitcoin (CRYPTO: BTC) and its role in a central bank's reserve portfolio, it was a bit of an outlier moment, to say the least. Nonetheless, a banker's position about the utility of Bitcoin actually echoes the conclusions of some of the world's largest asset managers. Here's how the CNB is using Bitcoin and what it could mean for holders in the future. Image source: Getty Images. Continue reading

Key PointsLife360 posted a "beat and raise" performance for the first quarter.

CIA Document Sparks Wild Theories Of Ancient Knowledge Hidden Under Egypt's Sphinx Authored by Steve Watson via Modernity.news, A declassified CIA document that references a “Temple under Sphinx” in a 76 year old photographic inventory, has reignited interest in a mythical Hall of Records said to lie beneath Egypt’s Great Sphinx. The document in question is a CIA inventory cataloging black-and-white photo negatives from July 1950. Among routine entries such as “Sphinx,” “Tourist at Pyramids,” and “Ruins near Sphinx” appears the line: “Temple under Sphinx; July ’50.” This phrasing has prompted renewed discussion about possible hidden structures beneath the Sphinx, a topic long associated with Edgar Cayce’s prophecies of an underground Hall of Records containing ancient knowledge. Read more ⬇️ https://t.co/XKVD737uhC — Daily Mail US (@Daily_MailUS) May 11, 2026 The Hall of Records legend describes a repository of Atlantean or pre-dynastic wisdom hidden near the right paw of the Sphinx. While mainstream archaeology has not confirmed any such chamber, the CIA reference has added a new layer to existing theories. This development ties directly into earlier reports of potential subterranean features at the Giza plateau. Last year we highlighted claims by Italian and Scottish researchers using synthetic aperture radar (SAR) scans that purported to reveal a vast underground complex beneath the pyramids. The researchers detailed eight vertical cylindrical shafts extending over 2,100 feet deep, connected chambers, and structures potentially linking the three main pyramids and the Sphinx area. Spokesperson Nicole Ciccolo claimed the findings suggest “The existence of vast chambers beneath the earth’s surface, comparable in size to the pyramids themselves, which have a remarkably strong correlation between the legendary Halls of Amenti.” She added: “These new archaeological findings could redefine our understanding of the sacred topography of ancient Egypt, providing spatial co...

IBM edges Qualcomm as the better AI tech buy now, backed by hybrid-cloud demand, watsonx upgrades, cheaper valuation and steady cash flow.

Odysight.ai's landmark U.S. Navy deal and backlog signal a pivotal commercial shift, validating its predictive maintenance technology at an elite level.

US consumer prices climbed sharply again last month as the 10-week war with Iran pushed energy prices higher. The Labor Department’s consumer price index rose 3.8 per cent from April 2025, according to data released on Tuesday. On a month-to-month basis, April prices rose 0.6 per cent from March as petrol prices rose 5.4 per cent during the month; the month-over-month gain was down from 0.9 per cent increase from February to March. Labor Department figures showed that petrol prices are up more...

Tesla (NASDAQ: TSLA) and Rivian (NASDAQ: RIVN) both closed the books on Q1 FY2026, and the contrast is impossible to ignore. Tesla posted $22.39 billion in revenue with an automotive gross margin of 21.1%. Rivian delivered $1.381 billion while its automotive segment slipped to a $62 million gross loss. Same industry, very different chapters. AI ... Tesla Surges on AI, Rivian Struggles to Stay Afloat

Get Paid 12% To Buy AVGO At A 30% Discount – Here’s How Trefis

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

In this article @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT Fuel prices are displayed on a sign as customers fill their vehicles at a gas station on April 13, 2026 in Miami, Florida. Joe Raedle | Getty Images Inflation jumped in April to the highest level in nearly three years as surging gas prices due to the Iran war pushed up the cost of many consumer goods. The consumer price index, a key inflation measure, rose 3.8% in April from a year earlier, the U.S. Bureau of Labor Statistics reported Tuesday. That's up from 3.3% in March . The April data paints a clearer picture of the financial fallout for consumers after, at that point, more than a month of conflict in the Middle East. "American households are going to continue to struggle trying to manage through this, and that's going to be the case for the foreseeable future," said Mark Zandi, chief economist at Moody's. High oil prices create a 'double squeeze' Earlier this week, President Donald Trump rejected Iran's latest proposal to end the war, sending oil futures higher. Iran has continued to restrict energy supplies through the Strait of Hormuz, a waterway used to transport about a fifth of the world's oil . "It's like the aorta artery in your body," said Brian Bethune, an economics professor at Boston College. "When that is choked down, it is the whole global economy that is affected." Oil prices — as measured by Brent crude oil , a global price benchmark — spiked to $118 per barrel by the end of April from roughly $70 per barrel before the conflict began. Prices remain above $107 a barrel as of early Tuesday. Products refined from oil, such as gasoline and jet fuel, have risen sharply, too. Gas prices soared about 50% since the war with Iran began on Feb. 28 and are up 28.4% over the year, according to the CPI data. Consumers paid a national average of $4.50 per gallon as of Tuesday, according to AAA — up from about $3.14 a year ago. Airline fares also rose 20.7% over the past 12 months, according...

格隆汇5月12日｜在中信建投2026年度中期资本市场投资峰会上，中信建投证券研究发展部行政负责人、首席经济学家黄文涛分享了对中国经济与资本市场的展望。他表示，中国崛起，本质是世界格局迈向多极，宏观力量东升西降，综合国力的提升，这势必伴随人民币的崛起和人民币资产的崛起。“十五五”规划就是应对多极化时代的的中国方略，关注四大重点政策领域的投资机会：一是产业建设，二是科技创新，三是内需消费，四是国际贸易。在他看来，A股的长期上升通道有“新四牛”，分别是资金流入牛、科技创新牛、制度改革牛、消费升级牛。

Silicon Photonics Market Is Going to Boom | Intel Corporation, Cisco Systems, IBM openPR.com

5月12日，在第六届中国（北京）广电媒体融合发展大会上，文投控股股份有限公司与北京点众科技股份有限公司正式签署战略合作协议。双方聚焦IP开发、AIGC技术、精品动漫游戏等领域深度协同，以科技赋能文化创新，携手布局AIGC与数字内容融合新赛道。（人民财讯）

Tesla to invest $250 million in battery plant outside Berlin AOL.com

Announcement no. 9-2026

Selskabsmeddelelse nr. 9-2026

Some of your parents’ old rules don’t work as well anymore. Here’s what does, according to Mrs. Dow Jones.

Once Netflix (NASDAQ: NFLX) dropped out of the race for Warner Bros. Discovery, it was supposed to bounce back. Most investors in the company could not see why Netflix would go after what were primarily media assets. And the price tag was staggering. Indeed, its stock price was $77 before Netflix walked away. It jumped ... Netflix Comeback Didn’t Happen

韩国ETF EWY在纽约下跌5.3%。

格隆汇5月12日｜韩国ETF标的EWY在纽约市场下跌5.3%，缘由韩国综合指数大幅下挫。

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 美国民众薪资增速 三年来首次跑不赢通胀 。 美国劳工统计局周二发布最新消费者物价指数（CPI）数据显示：4 月物价 环比上涨 0.6% ，同比通胀率升至 3.8% ，创下 2023 年 5 月以来新高。 经济学家此前预期 4 月环比涨幅为 0.6%，同比通胀升至 3.7%。 在 2 月底美以联手对伊朗实施打击之前，美国通胀已回落至 2.4%。如今，伊朗战事引发的能源价格冲击，进一步加剧了民众的生活负担；多年物价持续上涨，本就让美国人生活成本压力居高不下。 过去至少数年间，美国薪资增速一直高于通胀增速。但这一局面在上月被打破： 经通胀调整后的实际平均时薪同比增速转负 ，为 2023 年 4 月以来首次。 与此同时，美国人还要承受能源价格冲击带来的连锁效应，物价上涨浪潮席卷整个经济，日常必需品价格进一步走高。 美国劳工统计局数据显示，生鲜果蔬多依靠柴油冷藏货车运输，4 月价格环比上涨 2.3% ，创下 16 年多来该品类最大单月涨幅。 4 月环比通胀涨幅中，能源价格贡献占比达 40%；另一大推手是 住房相关成本 （劳工统计局归类为 “居住类”），受去年历史性政府停摆带来的一次性数据调整影响而大幅走高。 居住类通胀是 CPI 权重最高的分项之一，4 月环比大涨 0.6% ，涨幅为 3 月的两倍。 去年 10 月，美国劳工统计局未能完整采集当月 CPI 数据，当时暂将租赁通胀默认为零。这也导致去年年底的通胀数据被低估，看似比实际水平更低。 劳工统计局采用轮换抽样方式开展租金调查，去年 10 月数据的下一次更新采样间隔为六个月。因此市场早已预判，2026 年 4 月权重极高的居住分项，会出现远超常态的加速上涨。 周二早盘，美股股指期货跌幅略有收窄，但仍全线收跌： 道指期货下跌 18 点，标普 500 期货跌 0.3%， 纳斯达克 100 期货跌 0.75%。 美债收益率震荡波动，整体小幅走高；10 年期美债收益率报 4.43%，上涨 2 个基点。 责任编辑：郭明煜