自2月份以来，已有50余名研究人员和工程师离职离开SpaceX AI部门。（财联社）

Mobix Labs ( MOBX ) stock jumped nearly 90% to around $3.24 on Thursday, pushing its monthly gain to about 65%. The stock is now up 41.04% YTD, beating the S&P 500 ( SP500 ) return of 8.75%. The rally started after Mobix Labs announced plans to acquire Special Project Delivery , a U.S. company working in rare earth minerals, critical materials, and energy storage supply chains. Investors see the deal as a big step for the company as demand grows in defense, aerospace, and AI infrastructure. With new U.S. defense restrictions on certain Chinese-origin rare earth materials expected in 2027, investors are closely watching companies building domestic supply chains, like MP Materials ( MP ) , Energy Fuels ( UUUU ) , Lynas Rare Earths ( LYSCF ) , and USA Rare Earth ( USAR ) . The company also recently received another aerospace order linked to onboard systems for Boeing 737NG aircraft. Since certified aerospace suppliers are difficult to replace, repeat orders could support long-term price momentum. Mobix Labs price chart (TradingView) Technically, the stock looks strong after heavy buying volume. Resistance is near $4, while major support is around $2.70. If buying momentum stays strong, traders could watch for another move toward the $5 level, though volatility may remain high after the sharp rally. Other technology stocks to watch include NVIDIA ( NVDA ) , Broadcom ( AVGO ) , Taiwan Semiconductor Manufacturing ( TSM ) , Oracle ( ORCL ) , Cisco Systems ( CSCO ) , and Arista Networks ( ANET ) . More on Mobix Labs Mobix Labs, Inc. (MOBX) Shareholder/Analyst Call Prepared Remarks Transcript Mobix Labs to acquire strategic U.S. rare earth and defense infrastructure platform Mobix Labs wins $3.2M order for airport security scanner technology Financial information for Mobix Labs

格隆汇5月15日｜美国疾病控制与预防中心：目前美国没有汉坦病毒病例。

A code migration agent finishes its run, and the pipeline looks green. But several pieces were never compiled — and it took days to catch. That's not a model failure; that's an agent deciding it was done before it actually was. Many enterprises are now seeing that production AI agent pipelines fail not because of the models’ abilities but because the model behind the agent decides to stop. Several methods to prevent premature task exits are now available from LangChain, Google and OpenAI, though these often rely on separate evaluation systems. The newest method comes from Anthropic: /goals on Claude Code , which formally separates task execution and task evaluation. Coding agents work in a loop: they read files, run commands, edit code and then check whether the task is done. Claude Code /goals essentially adds a second layer to that loop. After a user defines a goal, Claude will continue to turn by turn, but an evaluator model comes in after every step to review and decide if the goal has been achieved. The two model split Orchestration platforms from all three vendors identified the same roadblock. But the way they approach these is different. OpenAI leaves the loop alone and lets the model decide when it’s done, but does let users tag on their own evaluators. For LangGraph and Google’s Agent Development Kit, independent evaluation is possible, but requires developers to define the critic node, write up the termination logic and configure observability. Claude Code /goals sets the independent evaluator's default, whether the user wants it to run longer or shorter. Basically, the developer sets the goal completion condition via a prompt. For example, /goal all tests in test/auth pass, and the lint step is clean. Claude Code then runs, and every time the agent attempts to end its work, the evaluation model, which is Haiku by default, will check against the condition loop. If the condition is not met, the agent keeps running. If the condition is met, then it logs the...

On 5/15/26, Fortis Inc's First Preference Shares, Series F (TSX: FTS-PRF.TO) will trade ex-dividend, for its quarterly dividend of $0.3063, payable on 6/1/26. As a percentage of FTS.PRF's recent share price of $23.25, this dividend works out to approximately 1.32%, so look for

Jury set to deliberate and return a verdict on whether they believe AI firm and Altman are liable in case Closing arguments began on Thursday in Elon Musk ’s lawsuit against Sam Altman and OpenAI , bringing the weeks-long courtroom battle between the two tech moguls nearer to a decision. A nine-person jury is set to deliberate and return a verdict on whether they believe the AI firm and Altman are liable in the case. The trial, which began last month in an Oakland, California, federal courthouse, has gripped Silicon Valley and featured some of the tech industry’s biggest names as witnesses. Attorneys for both sides have presented testimony and documents that have exposed Musk and Altman’s private dealings, as well as provided a window into the contentious history of OpenAI. Continue reading...

On 5/15/26, Atlantic Union Bankshares Corp's 6.875% Non-Cumulative Preferred Shares, Series A (Symbol: AUB.PRA) will trade ex-dividend, for its quarterly dividend of $0.43, payable on 6/1/26. As a percentage of AUB.PRA's recent share price of $25.05, this dividend works out to

GOOG: Creator empowerment, AI-driven innovation, and diversified monetization fuel platform growth TradingView

On 5/15/26, Lincoln National Corp.'s 9.0% Dep Shares Non-cumulative Preferred Stock, Series D (Symbol: LNC.PRD) will trade ex-dividend, for its quarterly dividend of $0.5625, payable on 6/1/26. As a percentage of LNC.PRD's recent share price of $26.60, this dividend works out t

格隆汇5月15日｜市场消息：自2月份以来，已有50余名研究人员和工程师离职离开SpaceX AI部门。

Earnings Call Insights: SBC Medical Group Holdings Incorporated (SBC) Q1 2026 Management View "Both the number of customers and average revenue per visit increased year-over-year, and total revenue rose accordingly, including same-clinic revenue we will continue to enhance service levels through our multi-brand strategy, which enables us to address diverse customer needs with precision as well as through the development of new services." (COO, CFO & Director Yuya Yoshida) "Total revenues for the first quarter of 2026 were $43 million." (COO, CFO & Director Yoshida) "While this represents a 9% year-over-year decline. The primary driver was the fee structure revisions that took effect in April of last year, which had a negative impact of $6.2 million on franchising revenue and $2.4 million on Management Services revenue totaling an $8.7 million decrease." (COO, CFO & Director Yoshida) "Please also note that net income attributable to SBC Medical Group declined year-over-year, partly because the prior year quarter included a onetime life insurance surrender gain of $8.7 million." (COO, CFO & Director Yoshida) "As I mentioned, the revenue decline was primarily attributable to the fee structure revision, excluding the fee structure revisions of $8.7 million and further adjusting for the $1.3 million difference in AHH consolidation period, underlying revenue grew +11% year-over-year." (COO, CFO & Director Yoshida) "Similarly, excluding the fee structure revisions of $8.7 million, underlying EBITDA grew plus 117% year-over-year." (COO, CFO & Director Yoshida) Outlook "We expect the underlying growth profile of the business to become more visible as the year progresses and the Y-o-Y impact of the last year's fee structure division rolls off." (COO, CFO & Director Yoshida) "Basically, we are considering our margin will be stable and will be improved over time." (COO, CFO & Director Yoshida) "As we explained in our last presentation, we are now promoting the AI initiative to ...

Earnings Call Insights: Copa Holdings, S.A. (CPA) Q1 2026 Management View CEO Pedro Heilbron said Copa “delivered another quarter of strong financial and operational results,” framing Q1 performance around “a strong demand environment across the region,” “continued discipline in cost execution,” and “operational excellence,” while highlighting “today's higher and volatile jet fuel price environment.” Heilbron reported network and operating updates including, “We have resumed service to Valencia and Barquisimeto and have scheduled the restart of Barcelona in June,” adding that this “returns us to serving 5 cities in Venezuela” and that Copa will operate “87 destinations in 32 countries.” On fleet and long-term growth, Heilbron said, “in April, we announced a new Boeing 737-MAX order for 40 firm aircraft and 20 options with delivery schedules between 2030 and 2034,” and added, “we maintain significant flexibility in our fleet plan.” CFO Peter Donkersloot Ponce said, “We reported a record net profit of $212 million or $5.16 per share,” and added, “Operating profit came in at $258 million, resulting in an operating margin of 24.6%.” Outlook Management did not provide EPS or revenue guidance in the prepared remarks; guidance centered on margins, capacity, fuel, load factor, and unit costs. CFO Donkersloot Ponce guided, “For the second quarter, we expect to deliver an operating margin in the range of 8% to 12% with a capacity growth in ASMs of approximately 16% year-over-year,” and said these results reflect “a projected year-over-year increase in the all-in jet fuel price per gallon in the range of 80% to 90% for which we expect to recover approximately 50% via higher revenues.” For full-year 2026, Donkersloot Ponce reiterated, “we continue to expect our capacity growth within the range of 11% to 13%, a load factor of approximately 87% and unit costs excluding fuel of approximately $0.057,” while adding, “We will review our full year operating margin and RASM expectation...

Erik Isakson/DigitalVision via Getty Images Nebius Group ( NBIS ) continues to attract investor attention following this week’s strong first-quarter earnings report, with analysts pointing to the company’s favorable positioning in the competitive AI infrastructure landscape. The company expanded its year-end capacity target from three gigawatts to four gigawatts and raised capital expenditure guidance—moves that drew a favorable market reaction despite higher capex projections typically weighing on investor sentiment. “I think Nebius is in a sweet spot,” said Sara Awad of Tech Contrarians in a recent Investing Experts podcast interview . She noted that while the stock “is running pretty hot after" the earnings report, she believes “over the long run or towards mid to long run, the stock is still in quite a healthy position.” Awad places Nebius ( NBIS ) at the top of the NeoCloud hierarchy alongside CoreWeave ( CRWV ), with both companies benefiting from first-mover advantages in cozying up as the standard-bearers for AI cloud infrastructure. Nebius is now catching up to CoreWeave, which has 3.5 gigawatts of contracted capacity. “With Nebius, we’ve been bullish since last year, and it’s done very well for us,” Awad said. She emphasized that evaluating NeoCloud companies requires examining their capacity, contracted agreements, and potential for future deals. “At the end of the day, when it comes to earnings reports, all of these guys have to commit upfront capex. It’s about who can make the best out of that upfront capex spend.” The analyst noted that the expanded capacity Nebius ( NBIS ) is building targets 2027 rather than 2026, pointing to management guidance. Still, she remains optimistic, citing the company’s validation from hyperscalers and the broader dynamic where demand continues to outpace supply. Part of what distinguishes Nebius ( NBIS ), Awad added, is that its AI group isn’t its only segment. The company also has AvRide and other business lines that cou...

A federal jury in Chicago awarded $49.5 million to the family of Samya Stumo, a young woman who was killed in the second of two Boeing 737 MAX crashes within months of each other in 2018 and 2019. (Image credit: Stumo Family)

Most stocks would take a hit after a company announces the exit of its founder-CEO on the same morning it posts financial results that fell roughly in line with expectations. Viking Holdings (NYSE: VIK) isn't most stocks. The leader in river cruises for North American outbound passengers jumped higher on Thursday after a double dose of news, hitting a new all-time high in the process. Viking stock has now nearly doubled over the past year, a sharp contrast to the market performance of the three more traditional cruise line stocks in that time. It's a differentiated product, consisting primarily of a fleet of smaller boats with 95 cabins. The larger traditional ocean liners have thousands of cabins. The major cruise lines are starting to dip their toes into the river cruise market -- just as Viking is dabbling in small ocean liners -- but its dominance and strong brand loyalty continue to pay off. Viking stock has now almost quadrupled since going public two years ago. Image source: Getty Images. Continue reading

财联社5月15日讯（编辑 史正丞） 美国三大移动运营商AT&T、威瑞森和T-Mobile周四发表联合声明，称移动通信三巨头已 原则上同意成立一家新的合资企业 ，以推动 基于卫星的“直连设备”（Direct-to-Device，D2D）通信技术发展 。 该合资企业将通过利用基于卫星的技术，解决当前无线网络覆盖缺口，尤其是服务不足和未覆盖地区的问题。 三巨头同意整合频谱资源来提高容量、改善通信体验，并 通过统一平台帮助卫星供应商覆盖更多客户 ，进而帮助消除包括农村地区在内的无线网络盲区。 声明表示，在传统蜂窝服务难以覆盖的地区，该合资企业有望“几乎消除”目前在美国没有移动服务的盲区，覆盖此前未被服务的地区。同时在现有地面网络因极端自然灾害或其他异常中断时，卫星网络也能提供冗余连接。 另外，通过三家公司的联合投资，用户将获得更多的可选服务选项。作为第一步，“直连设备”（D2D）接入能力将得到提升。随着卫星通信服务领域消费者可选择的方案增多，市场竞争将被进一步强化。 与此同时，新兴通信技术也将能够更快速、更便捷地完成开发与部署，从而提升用户体验。 鉴于三巨头的市场份额，这项合作可能改变它们与SpaceX的“星链移动”、AST SpaceMobile以及亚马逊/全球星等卫星网络服务商的合作方式。 在这方面，周四的声明并没有提供太多信息，仅表示三大运营商与卫星公司的协议将继续有效，合资企业各合作方也仍可独立推进各自的通信连接业务。 作为背景， SpaceX目前在美国地区与T-Mobile签有独家合作协议，预计会在今年到期。目前该公司对该服务收取10美元/月的附加费用，或作为高端套餐的福利。 在4月底的财报电话会议上，T-Mobile首席执行官Srini Gopalan曾表示， 用户使用星链网络的情况“比我们最初预想的要少得多”，部分原因在于地面网络已经能够满足绝大多数用户的日常使用。 Gopalan介绍称，目前移动用户大部分使用星链的场景发生在国家公园。 AT&T和威瑞森与预期将在年内开始提供商业服务的AST SpaceMobile签有合作协议。 在目前这个阶段，卫星手机直连服务在全球绝大部分地区仍属于小众产品——除了乌克兰。Starlink负责人迈克尔·尼科尔斯在3月的一次演示中表示，该移动服务在全球每月有1000万用户使用，总共已连接“超过1600万独立用户”。 在乌克兰提...

VALLEY WEALTH MANAGERS, INC.'s Meta Platforms Inc(META) Holding History GuruFocus

GADSDEN, Ala., May 14, 2026 (GLOBE NEWSWIRE) -- The Southern Banc Company, Inc. (OTCBB: SRNN), the holding company for The Southern Bank Company (the “Bank”), announced net income of approximately $363,000, or $0.48 per basic and diluted share, for the quarter ended March 31, 2026, as compared to net income of approximately $230,000, or $0.30 per basic and diluted share, for the quarter ended March 31, 2025. The Company announced that for the nine-month period ended March 31, 2026, the Company recorded net income of approximately $922,000, or $1.21 per basic and diluted share, as compared to net income of approximately $775,000, or $1.02 per basic and $1.01 per diluted share, for the nine-month period ended March 31, 2025. The Company’s fiscal year ends June 30, 2026.

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Ondas (NASDAQ:ONDS) reported a sharp increase in first-quarter 2026 revenue and raised its full-year outlook, as management said demand grew across counter-drone, defense, surveillance and autonomous systems markets. Chairman and CEO Eric Brock said the company generated $50.1 million in first-quar

The Space Race Just Hit a Bottleneck—Who Benefits?Intuitive Machines (NASDAQ:LUNR) reported what executives described as the strongest quarter in the company’s history, citing record revenue, record backlog and positive adjusted EBITDA as the space infrastructure company integrat

The post The Lithium Gold Rush Just Minted a $1B Unicorn by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. General Motors already invested.Now, you have the chance to join them as an early-stage shareholder. Demand for lithium is fueling a modern-day gold rush. The industries that define our modern world, like AI, robotics, EVs, and energy, all depend on lithium. In fact, Microsoft CEO, Satya Nadella believes that the AI race will be won based on energy costs, not on who has the best models. That’s why lithium demand is projected to grow a staggering 5X by 2040. That growth is an opportunity for investors. As Elon Musk bluntly put it, “Do you like minting money? Well, the lithium business is for you.”* One company translated this demand into substantial valuation growth since 2018, officially reaching the $1B unicorn territory last year. Meet EnergyX . They have developed patented technology that can recover up to 3X more lithium than traditional methods. That breakthrough has already earned them over $150M in investments, including strategic investment and partnership from General Motors and POSCO, and a $5M U.S. Department of Energy grant. Now, EnergyX is at a pivotal transition stage, moving beyond proving the technology and into commercial-scale deployment, just as global lithium demand accelerates. After commissioning the largest lithium facility of its kind in Texas this year, they’re preparing to scale this breakthrough tech even further. But that’s only the start of why people are paying attention to EnergyX’s limited-time investment window: $1.1B/yr revenue potential from 100k+ acres of Chilean land at projected market prices. Goldman Sachs is engaged as a financial advisor on the Chilean project. Nearly 50k gross acres of land secured for production in Arkansas and Texas An LOI for a $690M federal loan from EXIM Bank to help support large-scale builds is on the table. Project Lonestar’s demonstration ...

Andrei Berezovskii/iStock Editorial via Getty Images With the market having a volatile few months, below is a list of the top 10 mega cap stocks with market capitalizations exceeding $200B, ranked by their YTD performance. The list is dominated by companies from the technology and semiconductor sectors, with heavy industrial equipment also represented. The list is topped by Sandisk Corporation ( SNDK ), with an exceptional YTD performance of over 509%. Intel Corporation ( INTC ) and Micron Technology, Inc. ( MU ) follow as the next highest performers, with gains of approximately 226% and 182% respectively. Advanced Micro Devices, Inc. ( AMD ) and Texas Instruments Incorporated ( TXN ) round out the top five. The remainder of the list features semiconductor materials and equipment companies like Lam Research Corporation ( LRCX ), Applied Materials, Inc. ( AMAT ), and Analog Devices, Inc. ( ADI ), alongside GE Vernova Inc. ( GEV ) and Caterpillar Inc. ( CAT ) from the heavy equipment sector. Here is the list: Sandisk Corporation ( SNDK ), YTD perf: 509.67%, Quant Rating: 4.99 Intel Corporation ( INTC ), YTD perf: 225.99%, Quant Rating: 3.49 Micron Technology, Inc. ( MU ), YTD perf: 181.57%, Quant Rating: 4.99 Advanced Micro Devices, Inc. ( AMD ), YTD perf: 108.02%, Quant Rating: 4.98 Texas Instruments Incorporated ( TXN ), YTD perf: 76.58%, Quant Rating: 3.47 Lam Research Corporation ( LRCX ), YTD perf: 72.59%, Quant Rating: 3.48 Applied Materials, Inc. ( AMAT ), YTD perf: 69.89%, Quant Rating: 3.47 GE Vernova Inc. ( GEV ), YTD perf: 62.58%, Quant Rating: 3.48 Analog Devices, Inc. ( ADI ), YTD perf: 59.44%, Quant Rating: 3.46 Caterpillar Inc. ( CAT ), YTD perf: 57.51%, Quant Rating: 3.46 More on Micron Technology, AMD, etc. AMD Stock: I Called The Surge - Here's What Comes Next Micron: No Longer The Ugly Duckling Of The Semi Sector GE Vernova: Why I Believe This Power Infrastructure Winner Has 60% Upside SA analyst upgrades/downgrades: AMD, QCOM, SHOP, ANGI These high...

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格隆汇5月15日｜美国疾病控制与预防中心：目前有41人正在接受汉坦病毒监测。

Ericsson CEO Borje Ekholm discusses the company's China exposure, both from a consumer and supply chain perspective, and what he makes of the relationship between the US and China following the meeting between President Donald Trump and China's Xi Jinping in Beijing. Live from the sidelines of the Spark Summit in California, he joins Caroline Hyde on "Bloomberg Tech." (Source: Bloomberg)

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Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are rallying to new record highs again as the Dow Jones Industrial Average crosses back above 50,000. Technology stocks are leading the market higher, but the rally is broader than previous days with financials, staples, industrials, and some consumer names participating. One stock not taking part in Thursday's rally is Boeing. Shares fell about 4% and gave back all the gains since we learned CEO Kelly Ortberg was joining the trip to China. The reason for the pullback: President Donald Trump said on Fox News that China agreed to order 200 "big" Boeing jets. It's the first order the company has received in China in years, but the stock took a hit on the news. In a vacuum, China buying Boeing planes is great news. It's the second largest aerospace market in the world and is important to Boeing's future. However, expectations always matter in investing. The order was viewed as a major disappointment because Bloomberg News reported in March that it could be for up to 500 narrowbody 737 Max jets. So, 200 may be a big number, but it's not 500. It's also unclear what type of aircraft China is buying. We have not seen a comment from Boeing. We're not changing our long-term thesis on Boeing – which is based on ramping production and delivering more planes – but this stings. Dover is scaling up its ability to meet AI-related demand. On Wednesday night, Dover subsidiary SWEP announced an additional $30 million investment to expand manufacturing capacity for brazed plate heat exchangers, which are crucial for the cooling of AI data centers. The two-year investment will more than double the capacity for these products through new furnaces, test equipment, press lines and automation in Dover's factories. Dover is seeing increased demand for its data center cooling solutions made as hyperscalers pour bil...

Key PointsiShares Core S&P 500 ETF provides lower-cost exposure to large-cap equities with an expense ratio of 0.03% compared to 0.19% for iShares Russell 2000 ETF.