周三， 摩根士丹利 资本国际（MSCI）全球股票指数随美元小幅上扬，美国国债收益率则连续第三日走高。投资者一方面消化了超出预期的通胀数据，另一方面静待美国总统与中国国家主席举行峰会。 美国劳工部劳工统计局数据显示，4 月美国生产者价格涨幅超预期，创下 2022 年初以来最大增幅。此前周二公布的美国通胀数据显示，受能源相关成本上涨推动，消费者价格涨幅达三年最高。此番数据进一步印证，美以对伊朗战争已对经济造成冲击。 普兰特・莫兰金融顾问公司首席投资官吉姆・贝尔德表示：“市场本就担忧通胀上行压力，这份数据无疑加剧了这种忧虑。” 他补充道：“股市与债市已作出反应，收益率上行。这是当前市场几大核心主线之一，也可能是投资者短期内最主要的担忧。市场正面临两股相互对冲的力量：通胀压力，以及其对美联储政策和利率的潜在影响。” “尽管盈利增长主要集中在科技及人工智能相关板块，但强劲的财报季仍为股市提供了支撑。” 周三，特朗普总统携英伟达首席执行官黄仁勋、埃隆・马斯克等随行人员抵达北京，受到高规格接待。 部分投资者此前期待，此次会谈或能推动中东战争取得进展。 贝尔德称：“后续官方口径大概率会称会议富有成效，但实际来看，在战争与贸易关系方面，实质性进展可能有限。我对此持谨慎乐观态度，市场亦应如此。” 华尔街市场数据如下： 道琼斯 工业平均指数下跌 258.37 点，跌幅 0.52%，报 49502.19 点； 标普 500 指数上涨 10.15 点，涨幅 0.14%，报 7411.11 点； 纳斯达克 综合指数上涨 163.96 点，涨幅 0.62%，报 26249.15 点。 MSCI 全球股票指数上涨 2.91 点，涨幅 0.26%，报 1106.23 点； 欧洲斯托克 600 指数上涨 0.64%。 责任编辑：郭明煜

Arm, SoftBank Fail In Bid To Buy NVDA Rival Cerebras Ahead Of IPO: Report Stocktwits

"Not in a million years" did Daniel Levy believe Tottenham would be fighting for Premier League survival after he stepped down as executive chairman.

everydayplus/iStock via Getty Images Warsh’s Fed: What It Means for Dividend Investing The Federal Reserve is about to hit the reset button, and for dividend investors, the “wait-and-see” approach is likely to leave many in the dust. As Fed Chair Kevin Warsh prepares to take over the podium from Jerome Powell on May 15, we're witnessing a transition that's symbolic of how much the economic landscape has changed over the last decade. The regime change comes on the heels of a historic 8-4 Federal Open Market Committee [FOMC] vote in April (which held the Fed Funds Rate steady at 3.75%) that revealed a fractured leadership with the most dissents in both directions since October 1992. Leverage Shares, St. Louis Fed The gravity of recent dissents cannot be understated. Consider that among the 12 voting members of the FOMC, seven are Washington-based governors (the other five consist of the permanently appointed NY Fed president and four rotating regional presidents). Since the late 1990s, the Board of Governors, which holds a majority share, has largely voted as a bloc. Historically, a governor dissenting against the chair was considered a "black swan" event. However, starting in 2025, the tide had begun to turn. This shift started with consistent dissents in favor of rate cuts by Governor Stephen Miran, who was temporarily joined in January by Governor Christopher Waller. The "consensus era," which became a notable feature of the Powell-led Fed, seems to be coming to an end. While Powell viewed a unified committee as a hallmark of a strong and independent institution, Kevin Warsh views such unanimity as a bug in the system, an unwanted consequence of decades-long groupthink. Last year, Warsh told CNBC , “What the Fed needs is more robust discussion of ideas, less groupthink. I don’t like it that everyone’s following the same models.” Whether that's good or bad is a conversation for another day. The real takeaway here is that dividend investors should prepare for a rate ...

Goldman Flags Troubling Mortgage Delinquency Rise Across This U.S. Region Mortgage delinquencies fell slightly in March, with the first-lien delinquency rate declining to 3.35%, down 37 basis points from February, as seasonal factors and tax refunds supported borrowers. The real estate and mortgage industry outlet HousingWire cited Intercontinental Exchange’s May 2026 Mortgage Monitor report, which showed that while the overall mortgage delinquency rate fell in March, there was still concern over serious delinquencies and foreclosures, which are up by 154,000 borrowers from one year ago. The increase was driven mostly by FHA loans, which rose by 164,000 and now account for a record 55% of seriously past-due mortgages. Overall, 1.6% of active mortgages are seriously delinquent, up 20% year over year. Adding to the mortgage delinquency story is Goldman analyst Jason Acosta, who released a note earlier today, showing what he described to clients as the "chart of the day." The chart indicates that mortgage past-due rates are highest across parts of the Deep South , with Mississippi and Louisiana as the worst-performing states, followed by elevated stress in Alabama, Texas, Indiana, Georgia, West Virginia, Oklahoma, Maryland, Pennsylvania, and others. " On a national level, mortgage delinquencies eased in March, yet higher-severity stress remained elevated even amid the strongest monthly gain in U.S. home prices in two years ," Acosta said. He added, " We just released a new widget looking at past-due rates on a state-by-state basis below, with updates incoming to select between ranges of 30-59 days, 60-89 days, and 90 days+ ." Here is the chart: What is the mortgage past-due rate by state? Latest on the housing market: Housing Market's Crucial "Spring Selling Season" Is In Tatters The read we have here is that mortgage distress is becoming increasingly concentrated in lower-income Southern states, even as the national delinquency rate improved modestly overall. Tyler Du...

Oracle Solidifies AI Infrastructure Positioning: Will it Drive Growth? TradingView

Oracle bolsters AI infrastructure with defense deals, new OCI AI services, and rapid cloud growth, but heavy spending underscores ambitious 2027 targets.

metamorworks/iStock via Getty Images Sensata Technologies’ ( ST ) stock surged as much as 11% Wednesday to a 52-week high, extending a rally that has lifted shares about 74% over the past 12 months, after Truist Securities upgraded the company to Buy from a previous investment rating of Hold and raised its price target. William Stein, a research analyst at Truist, said the upgrade reflects what he views as an underappreciated opportunity tied to artificial intelligence and datacenter demand, alongside improving fundamentals in the company’s core business. Truist raised its price target to $58 from $43, implying roughly 31% upside from recent levels. AI and datacenter exposure begins to matter Stein pointed to Sensata’s ( ST ) growing exposure to AI and datacenter infrastructure as a key catalyst that investors have yet to fully price in. Today, that business contributes only a small portion of revenue, including products such as temperature sensors and circuit breakers. But Truist expects that mix to expand meaningfully over time as next-generation systems require additional components like flow sensors, leak detection and contactors. The firm estimates AI and datacenter revenue could grow from roughly 0.5% of total sales in 2026 to as much as 5% to 13% by 2030, with margins above the corporate average. That shift could lift both earnings and valuation multiples as investors begin to view Sensata as a participant in the broader AI ecosystem. Core automotive business stabilizes At the same time, Sensata’s ( ST ) largest segment appears to have steadied after years of uneven performance. The automotive business, which accounts for more than half of revenue, had struggled due to exposure to declining diesel demand and limited participation in electric vehicles. Truist now sees a more balanced mix across powertrain types, supported in part by wins with Chinese manufacturers. Even with modest global vehicle production, the company delivered about flat organic growth in 2...

Image source: The Motley Fool. Wednesday, May 13, 2026 at 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.05%. June E-mini S&P futures (ESM26 ) are down -0.20%, and June E-mini Nasdaq futures...

President Donald Trump landed in China Wednesday for a high-stakes meeting with President Xi Jinping, bringing with him a roster of corporate heavyweights that underscores the market stakes behind the diplomacy. NVDA stock is trading at all-time highs. See the chart and price action here. Trump previewed the trip on Truth Social by saying he would ask Xi to "open up China" so U.S. business leaders could "work their magic," adding, "I will make that my very first request." The comment points to a

I’ll cut straight to the verdict. Strategy (NASDAQ:MSTR), the Bitcoin treasury vehicle formerly known as MicroStrategy, has been gutted over the past year, but our model sees a meaningful rebound from here. Current shares trade at $184.42, and the 24/7 Wall St. price target for Strategy is $433.31, implying 134.96% upside over the next 12 ... Strategy Price Prediction: MSTR Bounced 43% in a Month and Our Model Sees 134% Upside

Five months before a presidential election, Brazil’s most heated political debate is a fight over dish soap. Leia em português. Last week, federal health regulator Anvisa ordered the recall of a batch of dishwashing liquid, laundry detergent and disinfectants made by popular brand Ype over risks of biological contamination, a seemingly routine decision that nevertheless touched off a social media war. Right-wing Brazilians have rushed to Ype’s defense, claiming political persecution from President Luiz Inacio Lula da Silva ’s government because some shareholders of parent company Quimica Amparo Ltda . are supporters of former leader Jair Bolsonaro . Bolsonaro’s wife, Michelle, posted a photo of an Ype bottle to social media Sunday, while other supporters recorded videos using it to wash raw chicken and their faces. Some even drank the detergent on camera. Current first lady Rosangela da Silva, whose husband is facing Bolsonaro’s eldest son Flavio in October’s election, then decried the “ignorance” of some of the videos in a speech. The battle has made Ype the latest symbol of the hyper-polarized politics gripping Brazil and the planet, a dynamic that keeps catching popular consumer brands, from major corporations like Nike Inc. to the makers of a ubiquitous Brazilian flip-flop, in the middle. The Nike-made yellow jersey of Brazil’s famed national soccer team has served as a political lightning rod for nearly a decade now, after conservatives adopted it as a symbol of their movement. That controversy erupted anew last year amid speculation that Nike planned to dress Brazil in red, a color typically associated with Lula and the left, at next month’s World Cup. (Nike refused to comment on “rumors” at the time; Brazil will wear traditional yellow and blue shirts at the tournament.) Read More: Brazil Denies Red World Cup Jersey Plan After Political Backlash Brazilian footwear company Alpargatas SA touched off a similar battle last Christmas, when it released an advertise...

Kouri Richins was convicted for lacing her husband’s cocktail with five times the lethal dose of fentanyl Sign up for the Breaking News US newsletter email A Utah mother who published a children’s book about grief after the death of her husband and was later found guilty of killing him will now receive her prison sentence. Kouri Richins was convicted in March of aggravated murder for lacing her husband’s cocktail with five times the lethal dose of fentanyl at their home near Park City in 2022. Continue reading...

Iskandar Zulkarnaen/iStock via Getty Images I doubt that the AI trade needs much introduction. Since large language models went mainstream a few years ago, we've seen an unprecedented surge in spending on AI technologies, data centers, and semiconductors. This has turned into a windfall for investors in the South Korean equity market, as South Korea has several prominent high-quality technology companies among its leading index components. The iShares MSCI South Korea Fund ( EWY ) has surged 200% over the past year, and on a long-term chart, the recent run looks like a hockey stick: Data by YCharts And, if you add leverage on top of this, things get even more amazing. The Direxion Daily MSCI South Korea Bull 3x ETF (NYSEARCA: KORU ) is up about 1,600% over the past 12 months. Often, when country ETFs make a big move, it is tied to some specific event such as favorable political developments, changes in the regulatory environment, improved consumer spending, etc. But in this case, the South Korean market is not surging primarily due to local politics or an improving consumer outlook, but rather, due to the AI boom. South Korea: An Asset Class That Is Now A Backdoor Memory Price Trade Let me get to the point. Here are the top holdings in EWY, a leading South Korea ETF, as of April 30th. South Korea ETF Top Holdings (Seeking Alpha) The top two holdings in the South Korea index are SK Hynix ( HXSCL ) and Samsung Electronics ( SSNLF ), both of which are key players in the memory industry. Memory prices have gone stratospheric in recent months, and this has led to exponential rallies in companies like SK Hynix, Samsung, and Micron ( MU ). Combined, those two Korean memory stocks alone are 45% of the entire country ETF. The No. 3 holding in the ETF is SK Square, a technology investment company that owns a major stake in SK Hynix. SK Square shares are up more than 1,000% over the past 12 months. So, in effect, all three top holdings are riding the same memory factor and con...

Robert Way Nvidia ( NVDA ), AMD ( AMD ), and Broadcom ( AVGO ) are still among Bank of America's top semiconductor stocks, as the firm sees artificial intelligence-linked spending staying “stronger for longer.” Also included in the group are Micron Technology ( MU ) and Marvell Technology ( MRVL ). The firm now sees AI data center systems hitting a $1.7T total addressable market by 2030, amid the recent capex spending outlook from the major hyperscalers, such as Microsoft ( MSFT ), Amazon ( AMZN ), Alphabet ( GOOG ) ( GOOGL ), and Meta Platforms ( META ), after their recent first-quarter results. “Despite ongoing concerns around capex sustainability and the ability to fund them, we believe: 2026 will continue to be a year of accelerating AI sales and ROIs (OpenAI, Anthropic upcoming IPOs likely to provide improving prospects); while 2027 could see improving tokenomics/efficiency as new architecture compute/memory systems ramp,” Bank of America's analysts wrote in a note to clients. “While the current supply chain bottlenecks could limit shipment of leading-edge components, we believe key AI compute, networking, and memory vendors that have planned properly should continue to deliver and outperform.” Inside that $1.7T total addressable market, roughly $1.2T is likely to come from AI accelerators, up from a previous outlook of $1T. The increase is due to a rise in hyperscaler custom application-specific integrated circuit shipments, such as Google's TPUs or Amazon's Trainium chips. Data center CPUs could reach roughly $110B, up from a prior outlook of $80B, while AI networking could increase to roughly $316B, up from a prior view of around $240B. “Importantly, we flag the ongoing diversification of compute/memory components as AI workload tails elongate, but we view this as additive to overall TAM, not replacing existing workloads/components,” the analysts explained. “For instance, we expect CPUs (in their new standalone racks) to work in tandem with existing GPU-CPU ...

Robert Way Nvidia ( NVDA ), AMD ( AMD ), and Broadcom ( AVGO ) are still among Bank of America's top semiconductor stocks, as the firm sees artificial intelligence-linked spending staying “stronger for longer.” Also included in the group are Micron Technology ( MU ) and Marvell Technology ( MRVL ). The firm now sees AI data center systems hitting a $1.7T total addressable market by 2030, amid the recent capex spending outlook from the major hyperscalers, such as Microsoft ( MSFT ), Amazon ( AMZN ), Alphabet ( GOOG ) ( GOOGL ), and Meta Platforms ( META ), after their recent first-quarter results. “Despite ongoing concerns around capex sustainability and the ability to fund them, we believe: 2026 will continue to be a year of accelerating AI sales and ROIs (OpenAI, Anthropic upcoming IPOs likely to provide improving prospects); while 2027 could see improving tokenomics/efficiency as new architecture compute/memory systems ramp,” Bank of America's analysts wrote in a note to clients. “While the current supply chain bottlenecks could limit shipment of leading-edge components, we believe key AI compute, networking, and memory vendors that have planned properly should continue to deliver and outperform.” Inside that $1.7T total addressable market, roughly $1.2T is likely to come from AI accelerators, up from a previous outlook of $1T. The increase is due to a rise in hyperscaler custom application-specific integrated circuit shipments, such as Google's TPUs or Amazon's Trainium chips. Data center CPUs could reach roughly $110B, up from a prior outlook of $80B, while AI networking could increase to roughly $316B, up from a prior view of around $240B. “Importantly, we flag the ongoing diversification of compute/memory components as AI workload tails elongate, but we view this as additive to overall TAM, not replacing existing workloads/components,” the analysts explained. “For instance, we expect CPUs (in their new standalone racks) to work in tandem with existing GPU-CPU ...

波士顿联邦储备银行行长苏珊・柯林斯周三表示，若通胀压力未能消退，美国央行 可能需要加息 。 柯林斯在波士顿经济俱乐部演讲稿中称： “虽然这并非我最基准的预期情景，但我不排除一种可能性： 有必要实施一定程度的政策收紧 ，确保通胀及时、持久回落至 2% 目标水平。” 柯林斯表示，后市货币政策走向很大程度取决于 中东战争持续时长 ；她指出，冲突拖延越久，各类风险就越高， 通胀层面尤为明显 。 她称：“当前货币政策立场适配不断变化的经济前景与风险格局。 基于现有展望和风险权衡，我认为 有必要在一段时间内维持当前偏紧缩的货币政策立场 。” 柯林斯认为，美国经济韧性增强，应对能源冲击的承受能力有所提升；但 本轮新一轮通胀上行，叠加本就持续高企的物价压力 ，已在一定程度上改变了她的政策判断。 “通胀超标已持续五年多，我已没有耐心再对新一轮供给冲击采取容忍、观望态度。” 她强调，当下 锚定通胀预期 至关重要。 经济韧性仍存 柯林斯警示，即便美以与伊朗的冲突迅速落幕， 全球供应链仍将陷入混乱、承压持续 。 她表示：“尽管美国经济相对具备隔离缓冲能力，但冲突持续越久， 出现更严重负面外溢效应 的概率就越大。” 这位波士顿联储行长给出最新经济判断： 美国内需 具备韧性 、经济增长保持稳健；当前就业市场呈现 低招聘、低裁员 特征，失业率或温和小幅上行。 柯林斯预计， 今年 高通 胀难以明显回落 ，通胀降温或要到 2027 年才会逐步显现。 同时她坦言： 通胀更高、粘性更强，或是就业市场表现进一步恶化，乃至两种情况同时发生 的概率已经上升。 柯林斯目前并非美联储议息会议（FOMC） 投票委员 。美联储在上月末政策会议上，维持基准利率区间 3.50%–3.75% 不变。 责任编辑：郭明煜

北京时间5月14日凌晨，美股周三午盘走势分化，道指下跌逾200点。芯片股上涨带动纳指走高。美国4月PPI同比飙升6%，创2022年以来最大涨幅，显示美国通胀压力升温。PPI报告后美债收益率升至10个月高位。 道指跌228.45点，跌幅为0.46%，报49532.11点；纳指涨215.93点，涨幅为0.83%，报26304.13点；标普500指数涨23.57点，涨幅为0.32%，报7424.53点。 科技股表现优于市场其他板块，而因伊朗战争导致的能源价格上涨所引发的通胀担忧，对零售和银行等其他板块构成了压力。英伟达股价上涨超过1%。 AMD 上涨1%， 美光 科技上涨逾5%。VanEck半导体ETF上涨1%。 据报道，英伟达首席执行官黄仁勋随同美国总统特朗普访华。 Vital Knowledge的Adam Crisafulli写道：“他在最后一刻加入特朗普的中国之行，重新点燃了投资者对科技股的兴趣，此前周二的下跌让市场寄望于H200芯片能取得突破。全球最大公司的CEO随同本国总统参与一次关键的地缘政治访问，这一点不应让任何人感到意外，也绝非重新买入芯片股的理由，但该板块近期表现并不理性。” 在人工智能交易重新升温的背景下，半导体股近期大幅上涨，引领整体市场重返历史高位。 当然，在美国消费者通胀数据高于预期后，标普500和 纳斯达克 周二从历史高点回落。 周三投资者迎来另一项通胀数据——4月生产者价格指数。2026年4月，美国批发价格同比涨幅创下三年多来最高水平，预示着随着产业链上游成本压力加剧，通胀形势将更加严峻。 美国劳工统计局周三发布的数据显示，生产者价格指数（PPI）经季节性调整后环比上涨1.4%，远高于 道琼斯 调查经济学家预期的0.5%，也高于3月份上修后的0.7%环比涨幅，创2022年3月以来最大单月增幅。 同比来看，PPI上涨6%，为2022年12月以来最高涨幅。剔除食品和能源价格后，核心PPI环比上涨1%，高于预期的0.4%；剔除食品、能源及贸易服务后，PPI环比上涨0.6%。 能源价格是此次生产者价格超预期大涨的主因，同样也是周二劳工统计局公布的居民消费价格飙升的核心推手。 劳工统计局数据显示，在PPI涨幅中，商品价格上涨的约四分之三来自最终需求能源价格7.8%的飙升；其中超40%的涨幅源于汽油价格大涨15.6%——当月美以对伊发动战争，冲击全球能源...

Rising costs associated with the closure of the Strait of Hormuz are taking their toll on this company's margins.

Key PointsThe market is doubting the full-year guidance given management's expectations for the second quarter.

Alphabet’s recent performance snapshot Alphabet (GOOGL) has been on many investors’ radars after a strong run in the stock over the past month, with returns around 22% and about 25% over the past 3 months. At a last close near US$387, the company sits on a market value of about US$4,698b, supported by annual revenue of US$422.5b and net income of US$160.2b across its key Google Services and Google Cloud segments. See our latest analysis for Alphabet. Alphabet’s share price has had a strong...

Today was meant to be about pomp and policy as King Charles III read out the government’s legislative agenda for the year ahead. Instead it has been about plots and personalities. It’s been reported that the Palace asked No 10 whether today’s pageantry should even go ahead. Short of resigning, of course Downing Street had to be adamant it must proceed, but sympathy must be due the King saying repeatedly “my government will...” while not being certain it will do anything. After an embarrassingly short meeting between the Prime Minister and his dissident Health Secretary, Wes Streeting is expected to resign and launch a challenge for the leadership. Allies had said Streeting didn’t want to do anything to overshadow his Majesty’s trip to parliament. Oh dear. The day can be summarised as tweeting about Streeting. But as the roughly 16 minute non-meeting of minds suggests, the PM will fight any challenge from the current health secretary. Starmer’s allies are sceptical that Streeting has the support of the 81 MPs he would need to stand. Streeting’s judgment appears to be that his best chance is to be quick, early and decisive. Let’s see if he follows through. This piece here is very good on the man who would be PM: “Streeting would be the biggest beneficiary from an accelerated process to replace Starmer with Greater Manchester Mayor Andy Burnham currently out of parliament and a probe by tax authorities still hanging over former Deputy PM Angela Rayner.” The uncertainty has further roiled the gilt market. As HSBC’s Max Kettner told our team, gilts trading is now a half-hourly trade with the picture changing that frequently: “I’d love to buy them because obviously long-end yields are so enticing on paper... (but) right now, gilts are a half-hour trade.” We hear you. Even if the Streeting threat peters out, with Labour’s trade union backers making it clear that they don’t believe Starmer can lead the party into the next election, there will be plenty more eventful half ho...

Ryder Cup captain, talking before the start of the US PGA Championship, may ask Tiger Woods for his input in 2027 Jim Furyk has admitted the United States need to make the Ryder Cup more of a priority as the 56-year-old plots a reversal of fortunes at Adare Manor in September 2027. Speaking expansively for the first time since being handed the US captaincy for a second time, Furyk pointed towards an overhaul of approach to the biennial event. Furyk also suggested he will be keen to involve Tiger Woods on his backroom team. Continue reading...

As an investigation into the shooting continues, residents say the man who died was a "decent guy".

美联储Collins称，预期将持续看到持续的生产力提升，这不仅仅是由人工智能驱动的；失业率目前保持相对较低。近期出现了许多供应冲击，十分关注供应端问题。（财联社）

格隆汇5月14日｜现货白银日内涨幅达3.00%，现报89.11美元/盎司。纽约期银日内大涨5.00%，现报89.88美元/盎司。

Alibaba's stock is up even though the company's profits sank.

Key PointsAlibaba and Amazon both have e-commerce and cloud computing businesses.