财联社5月14日讯（编辑 牛占林） 美股周三盘后，网络设备巨头思科交出了一份明显超预期的财报，并大幅上调AI相关业务指引。受此消息刺激，公司股价盘后一度暴涨17%，有望创下自2011年以来最大单日涨幅。 相比单纯的业绩超预期，更令华尔街兴奋的是：这家曾被视为传统网络硬件设备商的科技公司，正在AI基础设施浪潮中重新找到增长引擎。 与此同时，思科也宣布将在本季度裁员不到4000人，成为最新一家借AI浪潮重塑组织结构的美国科技巨头。 财报显示，截至4月25日的第三财季，思科实现营收158.4亿美元，同比增长12%，高于市场预期的155.6亿美元；调整后每股收益为1.06美元，同样高于分析师预期的1.04美元。 对于第四财季，思科预计调整后每股收益为1.16至1.18美元，营收为167亿至169亿美元。而分析师此前预期调整后每股收益为1.07美元，营收为158.2亿美元。 其中最受关注的是AI相关业务。公司披露，今年以来已累计获得53亿美元AI基础设施及超大规模云厂商订单，并将全年AI订单目标从此前的50亿美元大幅上调至90亿美元，增幅高达80%。 与此同时，思科预计本财年AI相关收入将达到40亿美元，高于此前预计的30亿美元。 这一数据意味着，思科正在迅速切入AI算力基础设施核心链条。 随着生成式AI模型训练需求激增，全球数据中心正进入新一轮资本开支周期，而网络交换机、路由器、高速互联设备成为AI数据中心的重要基础设施。 过去两年，资本市场的焦点更多集中于GPU龙头英伟达，但如今投资者开始重新评估网络层基础设施的重要性。 分析师指出，数据中心建设规模持续扩大，市场逐渐意识到：AI不仅需要GPU，同样需要更复杂、更高速、更低延迟的网络架构，而这恰恰是思科最核心的传统优势领域。 尽管思科在AI竞赛中落后于许多数据中心同行，但华尔街近期持续看好该公司的增长故事，推动其股价在去年创下历史新高，最终突破互联网泡沫时期的高点。今年以来该股持续攀升，累计涨幅达33%，跑赢纳斯达克指数14%的涨幅。 思科在本季度还推出了搭载下一代处理器的新型交换机与路由器，并上线生成式AI模型安全排行榜，用于评估AI模型抵御网络攻击的能力。 思科首席执行官查克·罗宾斯周三在一篇博客文章中写道，公司最新一轮裁员将于5月14日启动。思科是最新一家宣布因AI而进行人员精简的科技公司。 罗宾斯表示："在AI时代...

Sir Keir battles to save his job, as Health Secretary Wes Streeting is thought to be plotting a leadership challenge potentially as early as Thursday.

Lipi Sternheim, CEO of rare earth mining company REAlloys, said that his company is racing to build infrastructure to mine rare earth minerals in North America to compete with already established supply chains from China. Sternheim said that because US rare earths production won't happen overnight, it is important that president trump secures short term supply during his meeting with President Xi in China. (Source: Bloomberg)

Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images At its annual Upfront event, where broadcasters and streamers give a sneak peek at the upcoming schedule, Netflix ( NFLX ) unveiled a packed 2026-2027 slate featuring returning hit series; live events that include the FIFA Women’s World Cup, Westminster Dog Show, and the MLB Home Run Derby; and new movies featuring Robert DeNiro and Ben Affleck, as well as a reimagined take on the life of Victor Hugo's Quasimodo . The streaming giant also announced a new four-year deal with the NFL that adds three more games during the 2026-2027 season, including rights to an international game in Australia between the San Francisco 49ers and Los Angeles Rams, a new Thanksgiving Eve game, and another at the end of the season. “If the last couple of years were about proving we’re a durable player, this year is about establishing ourselves as a formidable one,” Amy Reinhard, Netflix’s president of advertising, said at the event. The star-studded event included appearances by Jennifer Lopez and Brett Goldstein to promote Office Romance , East of Eden’ s Florence Pugh, Tina Fey and Will Forte touting another season of The Four Seasons; and Chase Stokes, Madison Bailey, and Jonathan Davis spotlighting season five of Outer Banks. The platform is also bringing back fan favorites like season five of Bridgerton , a sixth season of Emily in Paris, another installment of popular sci-fi series 3 Body Problem , and season number four of The Diplomat. The Grown Ups are spending another July 4th weekend together with the third installment of the Adam Sandler comedy, while Sherlock Holmes’ younger sister is back in Enola Holmes 3 , coming to Netflix on July 1. After a theatrical run that kicks off February 12, Narnia: The Magician’s Nephew will make its streaming debut on Netflix on April 2, 2027. And of course, Netflix will ride the K-Pop global craze with K-Pop Demon Hunters Concert Experience , a live stage production designed to r...

kneat.com press release ( KSIOF ): Q1 GAAP EPS of -C$0.04. Revenue of C$18M (+22.4% Y/Y). More on kneat.com, inc. kneat.com, inc. (KSI:CA) Q4 2025 Earnings Call Transcript Historical earnings data for kneat.com, inc. Financial information for kneat.com, inc.

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Cerebras IPO: Here's What a $5,000 Investment Could Look Like in 5 Years AOL.com

High Liner Foods press release ( HLNFF ): Q1 Non-GAAP EPS of $0.39. Revenue of $334.92M (+24.8% Y/Y). More on High Liner Foods High Liner Foods Incorporated (HLF:CA) Q4 2025 Earnings Call Transcript High Liner Foods to lay off 9% of North American workforce Historical earnings data for High Liner Foods Dividend scorecard for High Liner Foods Financial information for High Liner Foods

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They offer more value than passive income.

Key PointsWalmart has embraced e-commerce, where it has an edge in its existing massive store base.

Autocanada press release ( AOCIF ): Q1 GAAP EPS of -C$0.15. Revenue of C$1.19B (-4.0% Y/Y). More on AutoCanada Inc. AutoCanada Inc. 2025 Q4 - Results - Earnings Call Presentation AutoCanada Inc. (ACQ:CA) Q4 2025 Earnings Call Transcript Historical earnings data for AutoCanada Inc. Financial information for AutoCanada Inc.

Eos Energy Enterprises (NASDAQ:EOSE), a zinc-based energy storage provider, closed Wednesday at $8.28, up 2.22%. The stock initially moved 20% higher after a Q1 earnings beat, reaffirmed 2026 revenue guidance, and the announcement of a Cerberus-backed Frontier Power USA venture.

英国金融行为监管局一直在与全球部分最大信贷集团商讨改革其报告要求的计划。 包括阿波罗、 黑石 、凯雷、 高盛 资产管理和KKR在内的多家集团已自愿同意向英国央行提供数据，以进行压力测试，评估规模达16万亿美元的全球私募股权和私募信贷行业如何应对重大金融冲击。 英国金融行为监管局（FCA）一直与部分机构进行磋商，希望这些机构能更定期地向其提供大部分原本提交给英格兰银行的数据。 英国监管机构旨在提高从私募信贷集团收集的信息质量，同时简化《另类投资基金经理人条例》的执行。 责任编辑：李桐

On May 13, 2026, Nvidia’s latest peak helped drive a tech-led surge even as inflation and oil worries weighed on the Dow.

The S&P 500 (SNPINDEX:^GSPC) rose 0.58% to 7,444.25, and the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 1.20% to 26,402.34 as a tech‑led rally to fresh records, while the Dow Jones Industrial Average (DJINDICES:^DJI) slipped 0.14% to 49,693.19.

A walkout at rival Samsung could hit about 3% of global memory-chip production, according to estimates.

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周三，英伟达股票凌厉涨势的最新一波行情推动标普500指数和 纳斯达克 指数创下新高。 英伟达股价上涨2.3%，连续第六个交易日走高。作为这家芯片制造商主导市场的一个迹象，英伟达在盘中交易中成为首家市值达到5.5万亿美元的公司。 英伟达的飙升是半导体股票更广泛狂热的象征。追踪电脑内存和存储股票的Roundhill Memory交易所交易基金（ETF）自4月2日推出以来已积累了73亿美元的资产。受与AI基础设施建设相关的无尽需求推动，该ETF在此期间飙升了96%。 Infrastructure Capital Advisors首席执行官Jay Hatfield表示：“芯片绝对短缺，芯片股绝对繁荣。再多的战争消息，甚至是缺乏盈利，都无法让其放缓。” 科技股的繁荣正将一些公司推至自互联网泡沫时期以来未见的水平。周三，Tower Semiconductor飙升23%，创下自2000年11月以来的最高收盘价，Akamai Technologies上涨7.7%，达到自2000年3月以来的最高点。与此同时，根据可追溯至2000年4月的可用数据，安森美半导体创下历史新高。 这一涨势也正将基准股指推向新高。标普500指数上涨0.6%，创下2026年的第17个历史新高。科技股集中的纳斯达克指数上涨1.2%，创下第13个创纪录收盘价。 道琼斯 指数微跌0.1%，即下跌67点。 芯片股的连胜势头并非没有波动。周二，许多芯片和内存公司走低， 高通 、 英特尔 和 闪迪 在标普500指数下跌的个股中领跌。包含英伟达和博通等人工智能宠儿的费城半导体指数一度下跌6.7%，随后在后市反弹，收盘下跌3%。 尽管如此，这并没有阻止散户逢低买入。根据Vanda Research的数据，周二他们购买了价值2200万美元的Roundhill Memory ETF和价值5100万美元的英伟达股票。该ETF周三上涨6.3%，领先于费城半导体指数2.6%的涨幅。 BMO Wealth Management首席市场策略师Carol Schleif表示，半导体产能无法在一夜之间建成，而且由于很少有公司拥有这种基础设施，它们牢牢控制著芯片需求日益长期化的市场。 “我认为这正是投资者开始关注的焦点，”Schleif说。“因此，只要出现一两天的横盘整理或回调，那些投资仓位未达预期的人就会入场，因为人们绝对害怕错过这种长期的结构...

According to a May 13,SEC filing , Alamar Capital Management, LLC disclosed it sold all of its Academy Sports and Outdoors (NASDAQ:ASO) equity stake, liquidating 51,636 shares. Academy Sports and Outdoors is a retailer selling sporting goods and outdoor recreation products, with a significant presence across the southern and central United States. The company offers a wide assortment of branded and private-label products. Alamar Capital Management’s nearly 52,000 shares were valued at $2.6 million at the end of 2025. Although not one of its top holdings, the position accounted for 1.4% of the firm’s $189.2 million in AUM. Continue reading

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CCL Industries press release ( CCDBF ): Q1 Non-GAAP EPS of C$1.17. Revenue of C$1.94B (+2.6% Y/Y). More on CCL Industries Inc. Historical earnings data for CCL Industries Inc. Dividend scorecard for CCL Industries Inc. Financial information for CCL Industries Inc.

Good morning . Trump arrives in Beijing. Chinese clean-tech firms retreat from US. And Amazon turns to Alexa for AI shopping. Listen to the day’s top stories . Market Snapshot Alibaba ADRs $145.81 +8.2% Nvidia $225.83 +2.3% Ford $13.57 +13% Market data as of 05:24 PM ET. Data is subject to provider delays. Donald Trump arrived in Beijing for a high-stakes summit with Xi Jinping aimed at stabilizing US-China ties against the backdrop of the Iran war and the race to control and contain AI . Tech CEOs including Jensen Huang and Elon Musk tagged along, sending Nvidia, Tesla and Chinese AI-related stocks higher. And while the US president may want to focus on trade, Beijing’s role in the Middle East and Taiwan arms sales, Xi has a stronger hand than he did at their first summit. China’s twin AI leaders are struggling to generate revenue despite billions of dollars of investment. Alibaba posted its first operating loss since the depths of the Covid pandemic, while Tencent reported its slowest growth in over a year. Both firms face investor pressure, rising competition and shrinking margins. Shots were fired at the Philippine Senate Wednesday evening as Senator Ronald Dela Rosa—wanted by the International Criminal Court for alleged crimes tied to ex-President Rodrigo Duterte’s drug war— remains holed up in the building and avoiding arrest . President Ferdinand Marcos Jr. denied government involvement in the gunfire and urged calm. Why Modi Wants Indians to Stop Buying Gold Read more Auto news: Ford shares jumped after Morgan Stanley suggested it might land energy storage deals with hyperscalers, given its partnership with Contemporary Amperex Technology Co. Ltd. Meanwhile, BYD is exploring a takeover of underused European plants to expand its footprint, and Nissan forecast a profit rebound as restructuring efforts bear fruit and it refocuses on the key US and China markets. Deal snags : Blackstone walked away from a $4 billion tie-up with Hong Kong’s New World Development ...

伊朗表示，与以色列一道针对德黑兰采取敌对行动的国家是在进行“一场愚蠢的赌博”。此前以色列宣布，总理内塔尼亚胡在战争期间秘密访问了阿联酋，并与这个海湾国家的领导人举行了会晤。 “内塔尼亚胡现在公开披露了伊朗安全部门早就向我国领导层汇报的情况，”伊朗外交部长阿拉格齐在社交媒体平台上写道，“那些与以色列勾结制造分裂的人将被追究责任。” 责任编辑：李桐

【有線新聞】美國總統特朗普相隔九年再次國事訪問中國，國家主席習近平為他舉行隆重的歡迎儀式，鳴放21響禮炮，兩人亦一起檢閱解放軍儀仗隊。 國家主席習近平在人民大會堂東門外廣場，親自迎接美國總統特朗普的座駕。特朗普的車隊在國賓車隊護衛下，駛入廣場。特朗普由總統專車下車後，與習近平握手寒暄，合照留念。兩人又分別與中方官員以及隨行的華府官員握手，包括副總理何立峰、外長王毅，美國財長貝森特、國務卿魯比奧等。 今次是兩人繼去年10月南韓釜山亞太經合組織峰會後再度會面，亦是特朗普相隔9年再次訪華。解放軍軍樂隊先後奏起美國和中國國歌，並鳴放最高規格的廿一響禮炮。兩人又一同檢閱儀仗隊，並觀看分列式。在場有大批小朋友，手持中美國旗和花束歡呼跳躍，歡迎特朗普到訪。特朗普不時展露笑容，又做出招牌揮拳動作，他在之後的雙邊會談形容小朋友快樂美麗，尤其令他感動。

Wall Street Splits on Advanced Micro Devices [NASDAQ: AMD] as Daiwa Downgrades on Valuation While BofA Raises to $500 foreignpolicyjournal.com

Kelechi Iheanacho scored a penalty winner nine minutes into stoppage time after a video review, boosting Celtic’s Premiership defence thanks to a comeback win at Motherwell as the most dramatic title race in decades took another sensational twist. Iheanacho slotted in a spot-kick after the former Hearts midfielder Sam Nicholson was penalised for handball after jumping to head the ball away. The ball appeared to hit his raised hand right in front of his head. Continue reading...