人工智能交易热潮持续为美股注入动力，零售销售数据符合预期进一步巩固市场信心，两大美股指标普和纳指势将连续第二日创收盘最高纪录。 周四，美股三大股指小幅高开，后保持涨势。早盘纳指的涨幅曾扩大到1%以上，和一度涨近的标普均创盘中历史新高，道指早盘曾涨近420点、涨逾0.8%。 芯片股总体两连涨。费城半导体指数早盘涨幅曾略超1%，英伟达早盘曾涨逾4.7%，博通早盘涨超4%，AMD盘初转涨后早盘曾涨超1%，而英特尔一度跌4%，存储芯片股回落，闪迪曾跌超4%，美光科技曾跌近3%。 AI概念股中，周三盘后公布本财季和全财年指引全面超预期、AI订单大幅上修后，网络设备巨头思科盘初一度涨逾17%，早盘保持两位数涨幅，有望到收盘创2011年8月以来最大日涨幅。 宣布斩获AI光互联巨头Lumilens首批5000万美元光引擎订单后，加拿大光引擎企业POET Technologies早盘涨超30%。 中概股总体回落。周三强劲反弹将近4%的纳斯达克中国金龙指数早盘跌超3%，周三公布财报后收涨超8%的阿里巴巴早盘跌超2%，盘初金山云曾跌9%，早盘哔哩哔哩跌近8%、百度跌超5%、小鹏汽车跌超3%。 美国国债价格周四有所反弹。10年期基准美债收益率脱离周三所创的十个月高位，但在公布进出口价格数据后，收益率降幅收窄，两年期美债收益率一度抹平降幅转升、逼近4.0%接近十个月高位。受与伊朗冲突相关的油市压力推动，4月美国进出口价格分别同比超预期上涨4.2%和8.8%，均创三年多来最大涨幅，进一步显示美国国内通胀抬头。 此外，中东局势仍为市场增添不确定因素——据报道，一支英国海军编队发现一艘商业船只在霍尔木兹海峡入口处遭不明人员登船控制，目前该船疑似驶向伊朗水域。 以下为北京时间21时36分发布内容 ： 美股三大股指小幅高开，道指涨0.8%，标普500指数涨0.21%，纳指涨0.09%。英伟达涨2.5%；英特尔下跌4%，美光科技跌近3%，闪迪跌超4%。思科涨超15%，创下2011年以来最大涨幅，本季和全年指引全面超预期、AI订单大幅上调。poet technologies涨超30%，公司收到来自Lumilens的5000万美元采购订单。 纳斯达克中国金龙指数跌幅扩大至3%，金山云跌9%，哔哩哔哩跌6%，小鹏汽车、百度跌超5%。 标普500期货上涨0.2%。 美元现货指数变化不大。 美国10年期国债收益率...

Source: Bloomberg, 0:00

BofA Securities Maintains Broadcom(AVGO.US) With Buy Rating 富途牛牛

F0GBR04E3M.BC 互動股市圖表 | Ibercaja Capital FI 股市 Yahoo 財經

Intel Soars on Preliminary Apple Chip Deal Reports: More Room to Run? The Globe and Mail

Earnings Call Insights: Hyperion DeFi (HYPD) Q1 2026 Management View "We have increased guidance to $5 million to $7 million for 2026 and anticipate cash flow breakeven by year-end" (CEO, Chief Investment Officer & Director Hyunsu Jung). "Specific to HyperCore, our DeFi monetization vertical grew by 140% this quarter" and "Yield enhancements saw over 150% growth this quarter" (CEO, Jung). "As part of this deal, Hyperion DeFi has received rights to 1% of Silhouette equity in addition to a revenue share fee savings" (CEO, Jung). "Today, we are proud to announce Avia by HyperLend" and "By the end of March, our current allocation of HPL has increased to 10 million tokens, which represents 1% of the total token supply" (CEO, Jung). "Kinetiq... surpassing over $3.3 billion in total volume on their HIP3 markets" and "their mobile trading application... has generated over $100 million of volume" (CEO, Jung). "Today, we are raising our 2026 full year guidance by approximately 20% or plus $1 million to $5 million to $7 million of adjusted gross profit" (Chief Financial Officer and Treasurer David Knox). Outlook "We have increased guidance to $5 million to $7 million for 2026" (CEO, Jung). "We continue to expect our net operating activity to flip cash flow positive by the end of 2026" (CFO Knox). Management framed the guidance change versus the prior quarter’s full-year outlook: "In our previous full year 2025 earnings call, we provided guidance of $4 million to $6 million adjusted gross profit for 2026... We have increased guidance to $5 million to $7 million for 2026" (CEO, Jung). The analysts estimates provided in the prompt were not used for comparison because they do not include a valid quarter format for the required validation rules. Financial Results "Our Q1 adjusted gross profit has grown by 119% since Q3 and plus 17% sequentially versus Q4 from $439,000 in Q3 to $821,000 in Q4 to $960,000 in Q1" (CFO Knox). "The portion of our adjusted gross profit earned in cash has...

据日本气象厅消息，日本硫磺岛附近海域当地时间15日凌晨发生6.0级地震。（新华社）

$Micron Technology (MU.US)$$Tower Semiconductor (TSEM.US)$ Another strong bull matching Micron Moomoo

Hacks star spoke at Cannes about fallout from pro-Palestine comments and joining a tradition of Jewish allies The actor Hannah Einbinder has said the cost of not speaking up about Palestine is greater than losing her Hollywood career. The Emmy-winning star of Hacks, who leads the new queer slasher drama Teenage Sex and Death at Camp Miasma, told an audience at Cannes film festival she would not be deterred from standing up for causes she cared about. Continue reading...

Image source: The Motley Fool. Thursday, May 14, 2026 at 11 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Earnings Call Insights: Cellectar Biosciences (CLRB) Q1 2026 Management view "The first quarter of 2026 marked a transformational period for Cellectar" and "earlier this month, we reported positive 12-month follow-on data from the Phase IIb CLOVER WaM study" that "demonstrated durable and consistent responses" while "iopofosine met both the primary and secondary endpoints of the study" (President, CEO & Director James Caruso). "With the full 12-month data set now in hand... we are advancing our plans to file for accelerated approval with the FDA and to initiate a randomized Phase III confirmatory trial" and "we announced an oversubscribed financing of up to $140 million" that "materially strengthens our balance sheet" (President, CEO & Director Caruso). "We ended the first quarter with cash and cash equivalents of approximately $8.3 million compared to $13.2 million at the end of 2025" and "net loss for the 3 months ended March 31, 2026, was $5.7 million or $1.33 per share" (VP, CFO & Secretary Chad Kolean). "The primary and secondary endpoints were both achieved... with an overall response rate of 83.6%" and "the primary endpoint of major response rate... improving to 61.8%" while "duration of response... achieved a median of 17.8 months" (Chief Operating Officer Jarrod Longcor). Outlook "As a result, we believe our current cash position enables us to fund planned operations... into the second quarter of 2027" (VP, CFO & Secretary Kolean). "We anticipate initiating the study in the late fourth quarter of 2026" and "we are advancing with a randomized controlled Phase III confirmatory study, evaluating progression-free survival as the primary endpoint" (Chief Operating Officer Longcor). "Once we have the study up and running, enrolling patients... at that point, we would submit our new drug application" and "You're in the second half of 2027 with a potential approval" (President, CEO & Director Caruso). Financial results "Our research and development expenses... were...

Earnings Call Insights: NIQ Global Intelligence plc (NIQ) Q1 2026 Management View "Our first quarter results reflect this. We delivered organic constant currency revenue growth of 5.1%, expanded adjusted EBITDA margin by 150 basis points to 21%, and generated meaningful free cash flow improvement, all while accelerating our AI investments." (CEO & Chairman James Peck) "In Q1, we closed 17 7-figure wins averaging 3 years in duration" and "across markets, we accelerated eCommerce revenue growth to 33%." (CEO & Chairman Peck) "Q1 net dollar retention was 104%, gross retention was 99%, and annualized subscription revenue was $2.9 billion, up 5.9%." (CEO & Chairman Peck) "We continue to see rapid NIQ data consumption" and "we beta launched Arthur AI Analyst within our Discover platform" and "beta launched Arthur Chat to clients... lay the foundation for usage-based monetization." (CEO & Chairman Peck) "We have a solid start to 2026 with first quarter results exceeding our expectations." (Chief Financial Officer Michael Burwell) Outlook "For the second quarter, we expect reported revenue growth of approximately 6.0% to 6.3%... organic constant currency revenue growth of approximately 4.9% to 5.2%... adjusted EPS of $0.19 to $0.21." (Chief Financial Officer Burwell) "For the full year... reported revenue growth of approximately 6.4% to 6.7%, organic constant currency revenue growth of approximately 5.0% to 5.3%... adjusted EPS of $0.95 to $0.99... levered free cash flow of $235 million to $250 million and our net leverage ratio tracking to below 3x by year-end." (Chief Financial Officer Burwell) "In our earnings release this morning, we revised upwards our full year guidance for reported revenue and adjusted EBITDA, largely due to positive FX movements... All other financial guidance remains unchanged versus what we provided in late February." (Chief Financial Officer Burwell) Financial Results "Q1 revenue grew 11.1% reported to $1.1 billion or 5.1% on an organic constant ...

Animal rights charity Peta says the name for the new road was "pig-demeaning".

Tesla stock rose after one of its battery suppliers told investors it expected sales to the EV maker to grow this year.

Former Real Madrid manager likely to be offered job Reece James fit to face Manchester City in FA Cup final Chelsea’s players believe Xabi Alonso is the ideal candidate to become their next head coach. Talks with Alonso’s camp are moving in the right direction and the feeling in the dressing room is that the former Real Madrid and Bayer Leverkusen manager is the man to get the team back on track. No agreement is in place and Chelsea are keeping an open mind as they work to appoint a successor to Liam Rosenior, who was sacked last month after 106 days. Alonso is the frontrunner but others on the shortlist include Bournemouth’s Andoni Iraola, Fulham’s Marco Silva, Crystal Palace’s Oliver Glasner and the former Flamengo manager Filipe Luís. Cesc Fàbregas has indicated that he wants to stay at Como. Continue reading...

These stocks have both blown past the S&P 500 in the past year.

All three major US stock indexes were up in late-morning trading Thursday, as investors monitor news

Key PointsSandisk is a relatively new tech stock, and heightened demand for memory products has made it a hot buy.

I revealed earlier this year that Microsoft was working on a new Xbox controller that includes Wi-Fi to connect direct to Xbox Cloud Gaming servers. It now looks like that controller has leaked, thanks to some new images from Brazil's Anatel regulator. Tecnoblog published the images today, showing a new, smaller Xbox controller that looks similar to third-party options from 8BitDo and HyperX. The controller is made by Microsoft and includes 2.4GHz and 5GHz Wi-Fi connectivity, Bluetooth 5.3, and a USB-C port. There's also what appears to be some kind of pairing button at the top of the controller, as well as a D-Pad, bumpers, and triggers. … Read the full story at The Verge.

2025 年 11 月 17 日，英特尔高级封装工程师什里帕德・戈哈尔在亚利桑那州钱德勒市的英特尔先进封装工厂内，向美国消费者新闻与商业频道记者凯蒂・塔拉索夫展示至强服务器芯片。 过去一个月，芯片股迎来暴涨行情； 美光 科技大涨 80%、 闪迪 上涨 52%、 英特尔 飙升 85%，仅是本轮行情中的部分代表企业。 本轮芯片大涨背后，核心驱动力是 人工智能系统架构向 “编排调度（Orchestration）” 模式演进 ：AI 算力负载不再集中在少数大型中心化芯片集群，而是分散调度至多条并行处理通道。 在这种新架构下，相比性能强劲的显卡 GPU，市场需要 更多传统中央处理器 CPU 。而在人工智能发展第一阶段，正是 GPU 需求激增助推了英伟达股价大涨。 尽管 GPU 在模型训练、智能问答等 AI 核心任务中仍不可或缺，但华尔街认为，随着人工智能向 智能体 AI（Agentic AI） 演进 —— 即 AI 能更好理解并执行通用化指令，芯片需求结构将持续向编排调度模式倾斜。 机构观点：智能体 AI 重塑 CPU 与 GPU 配比 摩根士丹利 分析师金肖恩及其团队在周一投资者研报中表示： “智能体 AI 会增加系统编排调度、内存调度及工具调用类工作负载， 抬升 AI 系统中 CPU 相对 GPU 的配置比例 。 这并不会削弱 GPU 需求，但会提升整体系统复杂度，同时把新增基础设施开支更多转向 CPU、网络设备与存储芯片。” 行业新热词：编排调度 科技巨头纷纷看好编排调度架构，强调优化基础设施内部协同适配、而非单纯升级芯片架构，才是提升 AI 算力的关键。 元宇宙平台 Meta 在 4 月声明中表示，将租用 亚马逊 云旗下 数千万颗 Graviton 自研 CPU ： “没有任何一种单一芯片架构，能高效承载所有算力负载。随着智能体 AI 研发推进，算力需求正在转向更多 CPU 资源。” 芯片厂商超威半导体（ AMD ）也在 2 月与 Meta 达成合作，将 CPU 纳入编排调度核心布局。据报道，这笔 600 亿美元 合作协议约定：未来五年 Meta 将采购价值 60 亿美元的 AMD 芯片，并可最高收购 AMD 10% 股份。 AMD 在声明中称：“随着 AI 基础设施规模与复杂度持续扩张，CPU 已成为 AI 算力栈的战略支柱，与 GPU 协同实现算力高效运行、弹性扩...

Alphabet vs. Micron Technology: Which Is the Best AI Play Right Now? AOL.com

Konica Minolta press release ( KNCAF ): Total comprehensive income for the fiscal years ended March 31, 2026 and 2025, was 79,155 million yen and (76,913) million yen, respectively. Diluted earnings per share of 61.25 yen. More on Konica Minolta, Inc. Konica Minolta, Inc. (KNCAY) Analyst/Investor Day - Slideshow Historical earnings data for Konica Minolta, Inc. Financial information for Konica Minolta, Inc.

QQQ260515C00701000 互動股市圖表 | QQQ May 2026 701.000 call 股市 Yahoo 財經

福特汽车 股价再度大涨，因投资者对这家汽车制造商转向储能业务感到兴奋。这一迹象再次显示，投资者热衷于追捧有望受益于高耗电数据中心的公司。 福特股价周四在纽约一度上涨10%，推动两日涨幅达到25%，为2020年3月以来最大盘中两日涨幅。周三上涨后，福特股价年迄今表现已由跌转涨。 这家拥有122年历史的汽车制造商成为最新一家受到人工智能热潮带动的公司，这股热潮正推动对数据中心和其他技术基础设施的大规模投资。推土机制造商 卡特彼勒 上月底也曾大涨，此前该公司表示其发电设备需求强劲。 福特正投资20亿美元进军储能业务，其中包括将肯塔基州一家原本生产电动汽车电池的工厂改造为生产大型储能电芯的工厂。彭博新能源财称，到2030年，美国对电网储能电池的需求预计将翻一番，超过100吉瓦时。 首席执行官Jim Farley周四表示，福特已经看到其储能电池需求强劲，这类电池将于明年晚些时候投产。 “我们已经看到客户表现出极大兴趣，在我们与几位客户接洽之际，实际上已经进入早期产能的合同洽谈阶段，”Farley在公司线上年度股东大会上对股东表示。 2026年3月23日，福特汽车首席执行官Jim Farley参加CERAWeek活动 “电池储能系统有望为福特带来一个高增长、高利润率、逆周期的市场发展方向，”Farley表示，“我们看到了一条实现公司收入多元化、降低核心汽车业务风险的路径。” 此前， 摩根士丹利 分析师Andrew Percoco本周早些时候估计，福特能源的价值可能达到100亿美元，他在报告中表示，这家汽车制造商可能很快会与超大规模云服务商达成交易。 巴克莱分析师Dan Levy周四在发给投资者的报告中写道，福特面临的储能机会“颇具吸引力”，年度息税前利润可能达3亿至5亿美元。但他提醒称，这家汽车制造商仍须兑现这一预期。 “在看到这一机会的同时，也应权衡执行和产能爬坡方面的问题，”Levy写道。他对福特的评级为平配，目标价为13美元。“ 特斯拉 仍是主导者，且有更多产能正在投产。” 责任编辑：江学思

Are computer and technology stocks lagging Broadcom (AVGO) this year? MSN

Consumer confidence is breaking down in a way investors have not seen in years. The University of Michigan Consumer Sentiment Index landed at 53.3 in March 2026, sitting below the 60 recessionary threshold, and the latest Surveys of Consumers reading dropped further to 49.8 in April 2026, a 6.6% month-over-month decline matching the trough from ... Consumer Sentiment Just Crashed Below the Recession Threshold. These 3 Defensive Stocks Under $25 Are Built for What Comes Next

以色列总理办公室14日发表声明称，由于美国《纽约时报》发表了一篇针对以色列的“谎言文章”，以总理内塔尼亚胡和以外长萨尔已指示对《纽约时报》提起诽谤诉讼。内塔尼亚胡当天在社交媒体上说，他已指示其法律顾问对《纽约时报》和相关文章作者尼古拉斯·克里斯托夫提起诉讼。他说，这篇文章“诽谤了以色列士兵”。克里斯托夫此前在《纽约时报》上发表文章称，以色列士兵和狱警对巴勒斯坦人实施了“系统性的性暴力”。以色列方面则否认这一说法。（新华社）

Dougal Waters High beta stocks continue to attract investors seeking higher-risk, higher-reward opportunities, particularly in areas tied to artificial intelligence, digital assets, commodities, and speculative growth themes. Below is a list of high beta stocks ranked according to Seeking Alpha’s Quant Ratings, along with each company’s valuation and momentum grades, highlighting how these volatile names score across key quantitative metrics. Micron Technology, Inc. ( MU ) and Sandisk Corporation ( SNDK ) share the top spot on the list, each posting a near-perfect Quant Rating of 4.99. Both companies also carry A+ momentum grades, while Sandisk stands out with an A valuation grade compared to Micron’s B valuation grade. Sezzle Inc. ( SEZL ) and Galaxy Digital Inc. ( GLXY ) follow closely behind with Strong Buy ratings of 4.90 and 4.86, respectively, and both combine strong momentum with attractive valuation profiles. The middle of the list includes IAMGOLD Corporation ( IAG ) and Ero Copper Corp. ( ERO ), which maintain Buy ratings alongside favorable valuation and momentum grades. The rankings then shift into Hold-rated territory with names such as agilon health, inc. ( AGL ), Gold Resource Corporation ( GORO ), Chegg, Inc. ( CHGG ), and Sabre Corporation ( SABR ), with Sabre carrying the lowest Quant Rating on the list at 2.73. Seeking Alpha’s Quant system evaluates stocks across several quantitative categories, including valuation, growth, momentum, profitability, and earnings revisions. Ratings are assigned on a scale from 1 to 5, with scores above 3.5 generally considered bullish, while scores below 2.5 indicate a bearish outlook. High Beta Stocks Ranked by Quant Rating Micron Technology, Inc. ( MU ) - Valuation Grade: B | Momentum Grade: A+ | Quant Rating: 4.99 Sandisk Corporation ( SNDK ) - Valuation Grade: A | Momentum Grade: A+ | Quant Rating: 4.99 Sezzle Inc. ( SEZL ) - Valuation Grade: A- | Momentum Grade: A+ | Quant Rating: 4.90 Galaxy Digital Inc. ( GLX...

Bank of America massively resets Micron stock price target after surge thestreet.com

javarman3/iStock via Getty Images Vanguard’s Total World Stock ETF ( VT ) is an elegant product: a single fund that gives you cap-weighted exposure to the entire global equity market. In the current market environment, global diversification is more valuable than ever. For investors who want exposure to all companies worldwide, Vanguard’s Total World Stock ETF is hard to beat for its simplicity – but is its simplicity costing you money? We’re often asked by DIY investors whether they’d be better off replicating VT’s exposure using two separate Vanguard ETFs – the Total US Stock Market ETF ( VTI ) and the Total International Stock ETF ( VXUS ) – held in the same weights. The answer, it turns out, is yes – and by a meaningful margin. Every basis point matters The table below lays out the numbers. Owning VTI and VXUS results in a blended expense ratio 0.03% per annum lower than the all-in-one ETF. For investors who have enough assets in their taxable accounts to accommodate their VXUS holding, an even bigger benefit of the two-ETF strategy is that VXUS passes through 0.23% in the form of a foreign tax credit, which the all-in-one VT does not. This is a consequence of the IRS rule that says if a fund has less than 50% of its assets in foreign stocks at the end of each quarter, it cannot pass through the foreign tax credit to its shareholders. VT fails this test, with under 40% of its assets in foreign stocks. 2 Fund Name Ticker Exp. Ratio Holdings Div. Yield Foreign Tax Credit Total AUM Vanguard Total World Stock VT 0.06% 10,060 1.82% 0.00% $140 B Vanguard Total Stock Market VTI 0.03% 3,503 1.12% 0.00% $1.6 T Vanguard Total Intl Stock VXUS 0.05% 8,794 3.18% 0.23% $580 B Blended VTI + VXUS (61%/39%) 0.04% 12,297 1.92% 0.09% $2.2 T Click to enlarge The 0.13% combined benefit from the lower expense ratio and the foreign tax credit is pretty substantial, equivalent to $1,300 per $1 million of investment every year. 3 A few additional bonuses The two-ETF solution provides a ...