格隆汇5月13日｜美联储柯林斯周三表示，她预计利率将维持在较长时间内保持稳定，并认为在某些情境下，可能需要进一步收紧政策，以确保通胀回到2%的目标。她指出，传统货币政策通常会“忽略”突发性的供应冲击，例如油价上涨。但考虑到通胀已连续五年以上高于目标水平，她认为当前对于压制物价上涨的耐心正在下降。柯林斯表示，当前偏紧的货币政策“可能需要持续一段时间”。她指出：“冲击使经济活动的下行风险略有上升，而通胀上行风险进一步增加。”同时她也表示，如果通胀回落，美联储仍可能在今年晚些时候继续降息。柯林斯补充道，然而，如果冲突持续并导致价格进一步上行，“我可以设想一种情境，即需要收紧政策，以确保通胀在合理时间内、持续回到2%。”

Amazon is shaking up its personalized shopping assistant branding: Alexa for Shopping is in, the Rufus AI bot is out. Amazon stock was trading roughly flat Wednesday after the tech giant announced its new shopping agent. The combined tool will offer a "more personal, helpful shopping experience across a wide range of surfaces and devices," including Amazon.com, its app and Echo devices, the company said Wednesday.

Richard Werstine, wanted in connection with killing of Cold as Life vocalist Rodney Barger, was arrested in Panama A suspect accused of murdering his rock singer friend in 1993 has been apprehended in Central America after spending more than 30 years successfully evading authorities. According to the US marshals service, Richard Werstine, who was wanted in connection with the killing of Cold as Life vocalist Rodney Barger, was arrested in Panama. Continue reading...

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)

Fed's Collins says rate hikes may be needed to quell inflation Reuters

(Updates to include response from a Meta spokesperson in the fourth paragraph.) Meta (META) emplo

Earnings Call Insights: SANUWAVE Health (SNWV) Q1 2026 Management view "Q1 basically started out with sort of a shock pause in January in which the whole advanced wound care market seemed to sort of lock up for a moment and basically freeze solid." (CEO & Chairman Morgan Frank) "Despite a very slow first 30 days and some ongoing elevated churn rates due to financial stress at practitioners, the company sold 97 systems in Q1, and our active systems number rose to 1,382, up from 1,292 at year-end." (CEO & Chairman Frank) "Net change in active systems during Q1 was plus 90." (CEO & Chairman Frank) "This increase and a bit of recovery in usage rates from some existing customers drove Q1 to an all-time record in applicator unit sales." (CEO & Chairman Frank) "This did not translate into an all-time record for applicator revenues owing predominantly to a greater quantity of sales going through resellers who buy at wholesale price." (CEO & Chairman Frank) "We remain committed to serving all of advanced wound care" and "are expanding our presence in hospitals, wound centers, physicians' offices." (CEO & Chairman Frank) "We're seeing a lot of renewed interest in long-term care and nursing facilities seeking to perform their own wound care." (CEO & Chairman Frank) "We're also seeing some meaningful and encouraging progress in mobile wound, a space that a number of folks seem to have had a lot of questions and concerns about." (CEO & Chairman Frank) "The one place where we have some concern is rural, where the patients are far apart and the pay rates are often paradoxically lower." (CEO & Chairman Frank) "We delivered the highest Q1 revenues in company history" and "consumables utilization, which grew 22% year-over-year and 4% sequentially from Q4 2025." (CFO & Secretary Peter Sorensen) "We've entered into voluntary disclosure agreements with almost all the applicable states" and "continue to push forward in this process at full speed" regarding the sales tax issue. (CFO & Sec...

格隆汇5月13日｜美联储柯林斯：美联储可能需要提高利率以缓解通胀压力。

Bank of America just nudged its target on Coherent (NYSE:COHR) stock higher, lifting the price target to $400 from $365 while maintaining a Neutral rating. The catalyst: Bank of America raised its calendar 2030 AI data center systems total addressable market to roughly $1.7 trillion from $1.4 trillion, a thematic shift that also drove same-day ... BofA Hikes Coherent Price Target to $400 on $1.7 Trillion AI Data Center Forecast

格隆汇5月13日｜Arm(ARM.US)及其大股东软银集团在美国顶尖AI芯片公司Cerebras Systems IPO前几周曾接触该公司，提出收购意向。据知情人士透露，Cerebras Systems拒绝了相关提议。Cerebras计划于周三为其IPO定价，公司估值可能达到约340亿美元。此前报道称，该公司向潜在投资者表示，IPO定价预计将高于其发行区间上限，最终市值仍可能随实际发行股份数量变化而调整。Cerebras有望成为今年迄今以来规模最大的上市交易，此前已暗示可能在市场需求强劲的情况下，将IPO价格定在150至160美元发行区间之上。

Earnings Call Insights: Gladstone Investment (GAIN) Q4 2026 Management View "I'm very pleased to report that GAIN again produced solid results for this fourth quarter and the fiscal year ended March 31, 2026" (CEO & President Dave Dullum), while also pointing to portfolio expansion and valuation gains: "we generated adjusted NII of $0.88 per share, and we increased the total fair value of our portfolio to $1.3 billion as of 3/31/26, which is a 34% increase from the $979 million that we reported in the prior year" (CEO & President Dullum). "We currently have 29 operating companies and a very healthy pipeline for new acquisitions" (CEO & President Dullum), and he reiterated the firm’s buyout structure and rate protection: "we do set floors on the debt securities that we use when we make these acquisitions" (CEO & President Dullum). "From our operating income, we maintained our monthly distribution to shareholders of $0.08 per share" and "we also made supplemental distributions during fiscal '26 to shareholders of $0.54 per share" (CEO & President Dullum). Management change highlighted: "I'd like to make an introduction to Erika Highland, who will become our President on October 1" (CEO & President Dullum). "There continues to be liquidity in the M&A market, creating a competitive environment for new acquisitions at reasonable valuations" (Executive Vice President Erika Highland), while adding near-term activity expectations: "This activity could lead to closing on new buyout investments and accretive add-on acquisitions as we begin fiscal year '27" (Executive Vice President Highland). "We ended fiscal year 2026 with our fifth consecutive year of growth in total investment income, generating $99.1 million compared to $93.7 million in the prior fiscal year" (CFO & Treasurer Taylor Ritchie). Outlook On income resiliency and underwriting posture, "we continue to underwrite our new debt investments with elevated interest rate floors in the 13.5% to 14% range to mitigate po...

Funtap/iStock via Getty Images Topicus.com Inc. ( TOITF ) is a software company that is part of the Constellation Software Inc. ( CNSWF ) ecosystem. Their latest financials continue to show strong revenue growth, but their acquisitions are ultimately the main growth driver. After all, TOITF’s organic growth remains modest all in all. As such, TOITF’s Asseco Poland ( ASOZF ) investment is important because it gives TOITF exposure to a larger European technology group and opens it up to potential synergies in those jurisdictions. I do concede that AI is definitely a headwind in this sector, but more importantly, it’s an inherent risk that’s worth discounting until we get more clarity on how it’ll ultimately play out for VMS companies. Yet, on balance, I still believe that TOITF remains well-positioned to adapt and integrate AI into its products. So, that’s why I remain optimistic about their long-term prospects. A Decentralized European VMS Compounder Topicus.com Inc. is a technology company that acquires and manages specialized software businesses that serve niche public and private markets. Concretely, during Q1 2026, TOITF completed approximately €22.5 million in new acquisitions. Also, TOITF is part of CNSWF’s ecosystem, and it was incorporated in 2020. It later completed its spin-out from CNSWF in 2021. The company is currently headquartered in Toronto, Ontario, Canada, with its main European operational base in Deventer, the Netherlands. I previously covered TOITF last January, but since then, the stock has been disappointing despite having relatively solid results. So, I felt it was worthwhile reviewing my thesis on this name. Source: Total Specific Solutions Website. As a quick recap, TOITF’s model is described as a decentralized acquirer , although it’s basically a roll-up of smaller technology solutions providers. In practice, this means that their acquisitions are a core part of their business strategy. This model allows their acquired companies to continue...

FG Trade/E+ via Getty Images VEON Ltd. ( VEON ) reported first-quarter results that showed strong growth across its telecom and digital businesses, sending shares up as much as 13.6% Wednesday. The stock is now up about 12% in the past 12 months. The global digital operator that provides mobile connectivity, fintech and digital services across emerging markets, said revenue rose 17% year over year to $1.20 billion. That was in line with the Wall Street consensus estimate of $1.19 billion. Profitability improved as VEON ( VEON ) reported net income of $185 million, or $1.39 per American Depository Share, up from $128 million, or $0.68 a share, a year earlier, beating expectations of $0.99. The company owns and operates major regional brands including Kyivstar in Ukraine, Jazz in Pakistan, Banglalink in Bangladesh and Beeline in Kazakhstan and Uzbekistan, giving it exposure to fast-growing mobile and financial services markets. Earnings before interest, taxes, depreciation and amortization rose 17.7% to $517 million, while margin expanded slightly to 43.0%. Ebitda growth was supported by higher digital revenues and steady performance in core telecom services. Digital and financial services drive growth A key driver of the quarter was VEON’s ( VEON ) expanding digital business. Digital revenues jumped 57.7% to $303 million and now account for more than a quarter of total revenue. Financial services also showed strong momentum, with revenue rising 41% to $135 million, reflecting increased adoption of mobile banking and fintech offerings in markets such as Pakistan. Equity free cash flow climbed 73.4% to $246 million, underscoring improved operating efficiency and cash generation. Guidance raised on stronger outlook VEON ( VEON ) raised its full-year 2026 revenue growth guidance to a range of 11% to 14%, up from a prior outlook of 9% to 12%. The company maintained its forecast for ebitda growth of 7% to 10%. Higher capital spending is expected, particularly in Pakistan, ...

ATHVisions/E+ via Getty Images Thesis I give Teradyne ( NASDAQ :TER) a Hold. The company is arguably the most important pure-play beneficiary of the AI chip testing boom, hitting record revenue and margin levels that prove its operational superiority. Yet with shares trading at roughly 48–52 times next year’s earnings estimates, newer semiconductor equipment stocks more than fully discount the company’s only moderate near-term guidance profile, so I don’t think the stock has enough upside to buy in at this level. YCHARTS My thesis is based on three factors: an extraordinary AI-driven fundamentals profile that warrants maintenance of positions, a valuation that heralds the lack of a significant margin of safety, and a largely peaking guidance profile that points to diminishing acceleration. If you already own the shares, consider holding. If you’re considering buying, wait for a pullback. Company Overview Teradyne is a designer and manufacturer of automated test equipment (ATE) used throughout the semiconductor value chain. At a fundamental level, its systems are used to validate the correct operation of a chip prior to shipping; this task can be increasingly complex and increasingly strategically valuable as semiconductors have become more advanced. The firm generally operates a main semiconductor test division, representing approximately 75% of consolidated revenues , as well as smaller but rapidly growing Industrial Automation and System Test divisions. What sets Teradyne apart in this cycle is that they are very well positioned at the convergence point of all AI hardware programs: hyperscalers building their own custom accelerators, chip vendors scaling production of their GPUs, memory companies shipping high-bandwidth DRAM, and networking companies deploying silicon photonics for chip-to-chip interconnects within data centers. Somehow, every advanced AI chip heading into high-volume production will eventually get tested by a Teradyne system. Financials and Quali...

格隆汇5月13日｜分析师Lale Akoner在报告中表示，英国风险利差仍然相对受控，这表明市场尚未计入一场全面的财政危机。她指出，英国国债收益率在周二因政治担忧升至多年高位，当时多名政府高官及议员呼吁首相基尔·斯塔默辞职，引发市场波动。不过，Akoner认为，英国风险利差显示投资者仍预期财政审慎框架将继续维持。

Key PointsThe AI infrastructure build-out has years of growth ahead of it, and Nvidia will keep benefiting from it.

Maybe I'm just punch drunk in my third week attending Musk v. Altman , but I have become very, very fond of Microsoft during the course of this trial. They don't want to be here any more than I do. Their opening statement was honestly one of the most Microsoft things I've ever seen. More than anything else, it was an ad for Microsoft that listed their products in some detail. The general implication, from that statement, was that this trial was absurd, their involvement was absurd, but you, ladies and gentlemen of the jury, might still enjoy an Xbox game. There's been a great deal of high drama on the stand, from Musk, his associates, and O … Read the full story at The Verge.

It looks just like the A7R V, and other Sony cameras. | Image: Sony Sony announced its new flagship high-resolution camera, the A7R VI. The standout feature is its fully stacked full-frame sensor with 66.8 megapixels of resolution and up to 16 stops of dynamic range. That's only an increase of about six megapixels for the VI model, but its stacked architecture means a much faster readout speed for higher burst rates, better silent shooting with the electronic shutter, and improved video performance. The other increase comes to the price, as the A7R VI will cost $4,499.99 when it launches in June - $600 more than when the A7R V launched in 2022. The new A7R camera has a slew of new features and ones it's inh … Read the full story at The Verge.

BioAge Labs could more than double amid the release of more data on its anti-inflammation and weight loss drugs over the next year, according to BTIG. The investment firm initiated coverage of the biopharmaceutical name with a buy rating. It also set a $40 price target on shares, implying 120% upside from Tuesday's close. "BioAge represents an impressive combination of rigorous translational science, a proprietary, hard to duplicate, human-aging, dataset, and a focus on aging and chronic inflammation: key frontiers of drug development," analyst Thomas Shrader said Wednesday in a note to clients. The analyst pointed to BGE-102, an oral therapy targeting age-related inflammation, as the firm's main value driver. An update on its efficacy in clinical trials, which should come out in the second half of this year, should boost BioAge stock, he added. "Management frames the oral format as a key commercial differentiator, enabling potential prescribing at scale by primary care physicians alongside statins, analogous to lipid-lowering therapy adoption," Shrader wrote. A newer drug called BGE-105 also promises to propel BioAge shares higher, according to BTIG. The under-development treatment has shown the "strongest synergy with GLP-1 weight loss drugs of any approach seen to date." More data on the drug should be released in the middle of next year, which could serve as another catalyst for BioAge stock. BTIG's call falls in line with consensus on Wall Street. Of the seven analysts covering BioAge Labs, five have a buy or strong buy on the stock, LSEG data shows. Shares have jumped 38% in the year to date, outperforming the overall market.

The vast majority of Americans worried about high prices in 2025, and a growing share grew anxious about the job market too, according to an annual Federal Reserve survey. Amid near-zero job growth last year, 42% of adults reported that finding or keeping a job was either a minor or major concern, up from 37% in 2024. About 9 in 10 respondents said they were concerned about price increases , according to the Fed’s 2025 Survey of Household Economics and Decisionmaking. The survey, conducted in October, came months before the war in Iran drove up gasoline prices, sparking the fastest inflation in years . Even so, affordability concerns were already widespread in 2025 and are expected to be a major factor in the upcoming midterm elections . The report showed that 73% of adults said they were “doing okay financially” or “living comfortably” last year, the same as in a 2024 survey. But for people without a high school degree, Black Americans, those under 30 years old, and people making below $25,000 a year, that share declined meaningfully. The report highlights the bifurcation seen across American consumers. Those at the top end of the income scale, bolstered by strong stock-market gains, continued spending, while lower-income consumers became increasingly constrained. Nearly a quarter of renters said they had been behind on their rent at some point in the past year and about half of adults under 30 reported living with their parents. Some 47% of adults under 30 received financial help from someone outside their household in the past year. The survey also asked about the use of artificial intelligence for the first time. One in four workers reported using generative AI as part of their job in the past month and 81% of those who used it said that it saves time. Users of AI were more likely to expect it to improve their career rather than replace their job.

Walmart (NASDAQ: WMT) and Costco Wholesale (NASDAQ: COST) are two iconic retailers that have shown they can do well regardless of economic conditions. Walmart's low prices have attracted high-income shoppers looking to stretch their budgets, enabling the business to do well even in tough times. And while Costco often leaves shoppers spending more than they planned, its bargain-hunting experience has been highly successful. Over the past five years, their returns have been comparable, with Walmart rising by around 190% and Costco's stock up 175%. Both have surged past the S&P 500 , which has rallied at a more modest rate of 82% during that period. This year, Walmart's valuation hit $1 trillion in market cap, while Costco's valuation is around $450 billion. In terms of earnings, however, both of their valuations may be a bit stretched, as neither stock looks particularly cheap. But if you're planning to buy and hold for the long term, which one could be a better addition to your portfolio today? Continue reading

Ireland Convicts 78-Year-Old Preacher For Preaching Near Abortion Clinic Authored by Jonathan Turley, Ireland is finally safe. Clive Johnston has been convicted and can no longer menace the public. Johnson, 78, is a retired pastor who committed the heinous offense of preaching near the Causeway Hospital in Coleraine. That was considered within the “safe access zone” under Northern Ireland’s Abortion Services (Safe Access Zones) Act. The Act prohibits “influencing,” “preventing or impeding access,” or “causing harassment, alarm or distress” to a protected person within 100 meters (about 328 feet) of facilities where abortions are performed. So Johnson was found guilty of “influencing” inside the protected zone and fined 450 pounds (about $614). Northern Ireland’s Public Prosecution Service told Fox News Digital, “The defendant was found guilty and convicted by the court of doing an act in a safe access zone with the intent of or being reckless as to whether it had the effect of influencing a protected person attending the premises; and failing to comply with a direction to leave a safe access zone.” The language of the law is absurdly vague and abusively broad. What constitutes an “influence” is undefined and could include any religious, political, or social exchange. Would it include encouragements to have abortions? It is equally perverse to treat praying or preaching the same as blocking or impeding access to a clinic. Finally, a hospital engages in a wide array of activities that raise religious or political issues that can be the subject of free speech. We previously saw several cases in the United Kingdom where people were arrested for silently praying near abortion clinics. For its part, Ireland has been a leader in censorship and the criminalization of speech. As the leader of the Irish Green Party proclaimed , “We are restricting freedom for the public good.” By the way, his offense was reading John 3:16, including “For God so loved the world that he gave hi...

Why Micron stock bounced back today MSN

格隆汇5月13日｜Argus将陶氏化学的评级从“持有”上调至“买入”，目标价为46美元。(格隆汇)

ARM和软银据称曾试图收购Cerebras，但遭到了拒绝。（财联社）

格隆汇5月13日｜特斯拉(TSLA.US)盘中拉升，一度涨超4%至451.47美元，创1月23日以来新高。

Image source: The Motley Fool. Tuesday, May 12, 2026 at 5 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Image source: The Motley Fool. Tuesday, May 12, 2026 at 5 p.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Broadcom (AVGO) Stock Hits $430 in 2026 — 580% Surge Driven by AI Chip & Data Center Boom FXLeaders

Source: Bloomberg, 3:35