炸了。 4月20日，Anthropic和亚马逊扔出一颗深水炸弹——双方签署一份超级大规模AI基础设施协议。 多大？ 1000亿美元，十年，全部砸向AWS算力。 5吉瓦 算力容量锁定，专门用来训练和部署Claude。 亚马逊今天当场追加 50亿美元 投资，后续还有高达 200亿美元 的弹药储备，加上此前已投的80亿—— 亚马逊在Anthropic身上的总投资额度，已经逼近330亿美元。 5吉瓦是什么概念？ 大约相当于 2 座左右大型多机组核电站的规模。 如果按国家来类比，它已经超过克罗地亚全国的历史峰值负荷。 微软2024年全球数据中心的总功耗——也就5到6吉瓦。 Anthropic这一单合同锁定的能源规模，已经可以和一家全球云巨头的整体基础设施掰手腕了。 而且不是画饼。 Anthropic白纸黑字写明：大量Trainium2算力 今年二季度上线 ，到2026年底将有近1吉瓦的Trainium2和Trainium3投入运行。 三个月内，实弹到位。 亚马逊CEO Andy Jassy亲自下场表态： 我们的定制AI芯片性能强、成本低，供不应求。Anthropic愿意用十年押注AWS Trainium，说明路走对了。 Anthropic CEO Dario Amodei的话更直接—— 用户告诉我们，Claude已经是他们工作中不可或缺的一部分。我们必须建设足够的基础设施，来追上这种爆炸式增长的需求。 什么叫甜蜜的负担？这就是。 而这个「爆炸式增长」背后的数字，更让人倒吸一口凉气—— 90亿飙到300亿 一组数字足以说明问题—— 2024年底，Anthropic的年化营收大约10亿美元。到2025年底，这个数字飙到了90亿美元。 而到了2026年第一季度末，年化营收已经突破 300亿美元。 一年多时间，收入翻了30倍。 这个增长曲线，放在整个科技史上都找不到几个对手。 增长引擎主要来自三个方向： 企业和开发者需求井喷。 超过10万家客户通过Amazon Bedrock使用Claude，财富10强企业中有8家在用Claude。Claude已经是唯一一个同时上线AWS、Google Cloud和Microsoft Azure三大云平台的前沿AI模型——三家通吃，独此一份。 第二，Claude Code一骑绝尘。 这款AI编程工具的年化营收已超过25亿美元，而且自2026年1月以来...

Investors have been bidding up the price of MP Materials (NYSE: MP) ahead of the company's first quarter 2026 earnings release. Over the past month alone, the shares have risen by more than 30%. However, the stock is still down more than 30% from its 52-week high. That said, the company turned a profit in the fourth quarter of 2025, so it may have hit an important turning point as a business. Is it worth buying? MP Materials is well-positioned to be a vital supplier of rare-earth metals. The miner and rare-earth metal processor has been preparing for this for some time, as it looks to provide customers with an alternative to buying rare-earth metals from China. China has proven it will use access to rare-earth metals as a political bargaining chip, a situation which most companies would likely prefer to avoid. Image source: Getty Images. Continue reading

百悦泽全球销售额达75.98亿元。 5月6日晚间，百神州（ONC.NS、06160.HK、688235.SH）公布的一季报显示，业绩扭亏为盈。 2026年一季度，公司实现营业总收入105.44亿元，同比增长31.0%；归属于母公司所有者的净利润16.08亿元，已超过2025年全年14.61亿元的归属于母公司所有者的净利润。 百济神州业绩增长主要得益于核心产品放量。 作为公司核心自研产品，BTK抑制剂百悦泽在本季度延续了增长态势。2026年第一季度，百悦泽全球销售额达75.98亿元，同比增长33.5%。按地区情况来看，美国销售额达52.83亿元，同比增长30.8%；欧洲销售额达12.66亿元，同比增长51.4%；中国销售额达6.51亿元，同比增长10.4%。 百济神州另一款自研产品PD-1单抗百泽安全球销售额达14.29亿元，同比增长14.8%。百济神州获得安进公司授权许可产品第一季度销售额达9.89亿元，同比增长20.9%。 伴随着一季度业绩扭亏为盈，百济神州也在上调2026年全年营收预期，公司营业收入从原来预计的436亿元至450亿元之间上调至436亿元至452亿元之间。 公司表示，业绩上调主要得益于百悦泽在美国市场的领先地位以及其在欧洲和全球其他重要市场的持续扩张。

千味央厨公告，公司第二期以集中竞价交易方式回购公司股份方案已实施完毕。公司通过回购专用证券账户以集中竞价交易方式已累计回购股份124.12万股，占公司总股本的1.28%，成交总金额为4998.27万元（不含交易费用）。本次回购资金总额不超过人民币6000万元（含），回购价格不超过人民币43.21元/股。

Sundry Photography GlobalFoundries ( GFS ) was upgraded at Susquehanna to Positive from Neutral after the semiconductor foundry reported better-than-expected results and offered up a strong outlook for the second quarter. Shares rose 1.3% in premarket trading. "Rationale for our upgrade despite the stock doubling since Nov 2025: (1) Smartphone-related revenue (1/3 of total) marked a bottom in 1Q26. (2) Comm Infrastructure bottomed in 2Q25. At that trough, SiPh accounted for 23% of the Comm Infrastructure mix and less than 3% of total company revenue. (3) Forecasting Comm Infrastructure revenue to grow at 35% CAGR (2025-2028) assuming GFS maintains its 20% market share," analyst Mehdi Hosseini wrote in a note to clients. "This would lift the segment to 18% of total revenue by 2028, up from 11% in 2025. (4) SiPh is the fastest-growing subsegment within Comm Infrastructure with GFS's SCALE platform, where the laser is co-packaged with PIC+EIC, gains traction as a second source to TSMC's COUPE. (5) Technology Services revenue growing at 15% CAGR (2025-2028) as MIPS and Synopsys IP contributions become material and scalable. (6) Utilization rates improving toward 95%+ through 2028, even as additional wafer capacity is added. (7) Expect GM/OM to improve toward 32/25, respectively, up from the reported 29/17 in 1Q26. (8) $4 of annualized EPS by 2028." Hosseini also raised his price target on GlobalFoundries to $100 from $50. More on GLOBALFOUNDRIES GLOBALFOUNDRIES Inc. (GFS) Q1 2026 Earnings Call Transcript GLOBALFOUNDRIES Inc. 2026 Q1 - Results - Earnings Call Presentation GlobalFoundries: I'm Maintaining A Neutral View After The Secondary Offering GlobalFoundries outlines Q2 2026 revenue of $1.76B while targeting silicon photonics to exceed $1B run rate by exit 2028 GlobalFoundries rises after Q2 outlook beat

The White House is looking into an executive order that would create a vetting system for new artificial intelligence models like Anthropic PBC ’s Mythos in a bid to protect business and government networks from AI-related cyber risks, a top economic adviser said Wednesday. “We’re studying, possibly an executive order to give a clear roadmap to everybody about how this is going to go and how future AIs that also potentially create vulnerabilities should go through a process so that they’re released to the wild after they’ve been proven safe, just like an FDA drug,” National Economic Council Director Kevin Hassett told Fox Business. The directive is taking shape weeks after Anthropic revealed that its breakthrough Mythos model was adept at finding network vulnerabilities and could pose a global cybersecurity risk. The company has limited access for now to a handful of large tech and financial companies, and the Trump administration has been pressing to make Mythos available to federal agencies to test government systems. Hassett acknowledged that effort on Wednesday. “We have scrambled an all of government effort and all the private sector to coordinate and make sure that before this model is released out into the wild, that it’s been tested left and right, to make sure that it doesn’t cause any harm to the American businesses or the American government,” Hassett said. Anthropic’s Mythos announcement spurred Trump administration officials into accelerating existing efforts to shape AI policy. White House Chief of Staff Susie Wiles and other senior administration officials met with Anthropic CEO Dario Amodei last month, where topics discussed included Mythos. Hassett said it’s “really quite likely” that any testing spelled out under the order would ultimately extend to all AI companies. “I think that, that Mythos is the first of them, but it’s incumbent on us to build a system,” he said. “And that’s really pretty much what we’re working almost full time on right now.”...

Image source: The Motley Fool. Tuesday, May 5, 2026, at 9 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Nike (NYSE:NKE) currently trades around $44, while Wall Street’s consensus price target is about $62 per share, implying roughly 41% upside today if analysts are right. Nike remains the world’s largest athletic footwear and apparel company, now working through CEO Elliott Hill’s “Win Now” turnaround. The stock has been under heavy pressure, but analysts are still ... Nike’s 65% 3-Year Plunge Could Lead to 41% Upside Today

IURII BUKHTA/iStock Editorial via Getty Images Harley Davidson's ( HOG ) stock has been getting hammered, but who's afraid of a downtrend on a value hunt? Not me. This once-iconic brand is a little under-the-weather, but the heritage is immense and the turnaround is tangible. Down 25% since my last Hold rating , when I warned against the investment, has me confident that we might be at a better long-term entry point here due to operational synergies now bearing light at the end of the tunnel. I'm targeting a bull-case two-year annualized CAGR of 35% from the investment, but the downside 12-month risk from pure execution is about a -30% loss. If you're comfortable with that asymmetry and believe in the turnaround dynamics, this could make for a strong investment. Back to the Bricks Harley just posted Q1 earnings , with North America retail up 14%, global retail up 8%, dealer inventory down 22%, and shipments falling 3%. This shows real traction with real consumer demand, not just channel stuffing. The dealer network is being repositioned as the operating center of the brand, and by making stores more profitable, active, and central to rider culture, dealers drive new and used bike sales, service, customization, apparel, events, and local loyalty. This should help in Harley's cultural resurgence, which is much-needed. It's win-win for the rider community and Harley if the latter reforms the energy of its culture from "vintage" to "modern iconic nostalgia." It's key that the company's heritage remains intact: freedom, V-twin sound, customization, rallies, American mechanical mythology, and even outlaw fringe. After all, that cultural electricity, Hells Angels and all, is what drove generations to be enamored by the bikes. The old problem with the brand was over-monetization. If you turn a rebel motorbike brand into a corporate shareholder project, you're diluting the essence of the revolutionary energy at the core. FY25 exposed the damage of this approach, with global ...

新加坡足协官方消息，新加坡男足国家队将在6月5日进行一场友谊赛，主场对阵中国男足国家队，比赛开球时间为6月5日19:30。FIFA男足国家队实时排名显示，中国队排名第94位，新加坡队排名第147位，两队排名相差53位。（央视新闻）

This morning a "Potential Dividend Run Alert" went out for Resources Connection Inc (NASD: RGP), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" any

This morning a "Potential Dividend Run Alert" went out for ClearBridge Energy MLP Opportunity Fund (NYSE: EMO), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Di

Microsoft is considering delaying or abandoning its 2030 goal of matching its entire hourly ‌electricity use with renewable energy purchases, Bloomberg News ‌reported on Wednesday, citing people familiar with the matter. The expensive and ​energy-intensive push for data centers is reshaping the feasibility of Microsoft's climate commitments that were made before the AI era and rank among the industry's most ambitious targets, the ‌report said. The discussions were ⁠ongoing and no final decision has been made, Bloomberg News added.

格隆汇5月6日｜伊朗和沙特外长呼吁加强地区合作，以防止紧张局势升级。

This morning a "Potential Dividend Run Alert" went out for Western Asset Emerging Markets Income Fund (NYSE: EMD), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a

This morning a "Potential Dividend Run Alert" went out for Flaherty & Crumrine Total Return Fund Incorporated (NYSE: FLC), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all

Company expands agentic AI push amid rising infrastructure spending

PepeLaguarda/E+ via Getty Images Investment Overview Yesterday (May 4th), Crispr Therapeutics AG ( CRSP ), the Swiss-based, commercial stage CRISPR gene editing pioneer, announced its Q1 2026 earnings. The company reported $1m of collaboration revenue, and $458k of grant revenue. R&D costs were reported as $69m, G&A costs $17.2m, and collaboration expense $46m. Total operating expenses came to $132m, and net loss $(122m), down from $(135m) in Q1 2026. Crispr Therapeutics also reported cash and equivalents of $423m, and marketable securities of $2bn, with no meaningful debt. Shares fell slightly in trading yesterday, dropping ~2% to a value of $52.3, reflecting a market cap valuation of $5.1bn. The stock has barely budged in value year-to-date, is up ~38% on a 12-month basis (at the time of writing), but down 55% on a five-year basis. Since its 2016 IPO, shares have risen in value by >270%. Let's start our analysis by discussing performance of CRISPR's only commercial-stage asset, the sickle cell disease ("SCD") / beta thalassemia ex vivo cell therapy Casgevy. Casgevy Revenues Fall Sequentially - Here's Why I Don't Think Shareholders Should Be Concerned Crispr Therapeutics secured FDA approval for its landmark ex-vivo sickle cell disease therapy Casgevy (exagamglogene autotemcel, or "exa-cel," for short) In December 2023 , and secured approval for Casgevy to treat transfusion dependent beta thalassemia a few months later. The drug has subsequently been approved in Canada, the U.K., the EU, Switzerland, the Kingdom of Saudi Arabia, the Kingdom of Bahrain, Qatar, the United Arab Emirates (UAE), and Kuwait. Crispr Therapeutics earns a 40% share of net profits from sales of Casgevy, with partner Vertex ( VRTX ) earning a 60% share (Vertex paid CRISPR ~$900m to change its share from 50% to 60% back in 2021). The revenue figure in Q1 2026 is $43m, which is in fact less than the figure in Q4 2025 of $54m - Casgevy earned a total of $116m of revenues in 2025 as a whole. On a...

The SaaS-pocalypse has caused quite a violent reset in the valuations of many software stocks. And while the disruptive wave of AI might not yet be done marking down prices across the SaaS scene, I do think that it makes sense to at least check out the prices on merchandise, which some folks might see ... The Same AI Wave Crushing SaaS Stocks May Be About to Rescue These 3 Names

US President Trump and Chinese President Xi will discuss China’s purchases of Iranian oil, Trade Representative Jamieson Greer said on "Bloomberg Surveillance." The two leaders are scheduled to meet in Beijing on May 14 and 15. (Source: Bloomberg)

Welcome back to Bloomberg’s Real Estate Monitor , a weekly breakdown of emerging trends, strategic challenges and blockbuster deals shaping the industry. Sign up now if you’re not already on the list. This week, we’ll update you on the feud between New York’s mayor and Citadel’s Ken Griffin . There’s also a big data center IPO coming up, a rare bid to sell an Aspen hotel and some upbeat news for housing markets in the US , Canada and the UK . There’s more, too, so let’s get into it. — Christine Maurus Market Snapshot Vornado Realty Trust $30.26 +2.0% Equity Residential $66.25 +1.5% AvalonBay Communities Inc $185.25 +1.5% Blackstone Inc $122.72 -0.3% Market data as of 09:10 AM ET. Data is subject to provider delays. The big story The spat between financier Ken Griffin and New York City’s mayor has ticked up a notch or two. First, a quick catch-up: Last month, Mayor Zohran Mamdani singled out Griffin and his $238 million penthouse purchase in a now-viral video that touted a proposed tax on pricey pieds-a-terre and accused their buyers of not contributing enough to the city’s finances. That angered the billionaire Citadel chief, who threatened to back away from plans to build a new office skyscraper on Park Avenue. On Tuesday, Steven Roth, the CEO of Vornado Realty Trust, one of the partners on the office project, appealed to Mamdani to correct his “blunder” in making the social media post — one he called “irresponsible and dangerous” — and urged the mayor to be more welcoming to businesses. Roth, whose company also sold Griffin his penthouse at 220 Central Park South, said he still expects Griffin to remain committed to the $6 billion tower, which has been years in the making and is one of the most anticipated construction projects in Manhattan. Speaking on Vornado’s earnings conference call, Roth promised more clarity this summer. Griffin already has started to take control of the project, designed to bring the growing New York headcounts for Citadel and Citadel Secu...

格隆汇5月6日｜美国总统特朗普6日对《纽约邮报》表示，尽管有报道称美国和伊朗正接近结束战事，但现在谈美伊达成协议“为时过早”。 特朗普说，如果美伊在巴基斯坦首都伊斯兰堡达成协议，他会前往那里签署这一协议，但现在就着手筹备伊斯兰堡之行为时过早。“我想我们会去的，但距离太远了。”

Fan groups have called prices a ‘monumental betrayal’ Fifa collects 30% cut on resale markets Fifa president Gianni Infantino has defended World Cup ticket prices, insisting that football’s global governing body was obliged to take advantage of US laws that allow tickets to be resold for thousands of dollars above face value. Fifa has faced searing criticism over the cost of World Cup tickets, with fan organization Football Supporters Europe (FSE) calling the pricing structure “extortionate” and a “monumental betrayal”. FSE filed a lawsuit with the European Commission in March targeting Fifa over “excessive ticket prices” for the tournament. Continue reading...

If you wanted to short China at lunch and be flat by the closing bell, Direxion Daily FTSE China Bear 3X Shares (NYSEARCA:YANG) is the tool. The fund aims to deliver three times the daily inverse return of the FTSE China 50 Index, the basket of large Chinese names that trade in Hong Kong. It ... How Investors Lost 89% Betting Against China — Even When Their Prediction Was Correct

Meta Under Pressure as Major Publishers Challenge Llama AI Training Practices