Brent crude slips below $100 as markets bet on a possible US, Iran breakthrough. Tech stocks rally on AMD’s blockbuster earnings and AI-fueled dealmaking. And with gas near $4.50 a gallon, we’ll ask the CEOs of SharkNinja, Cummins, and Pitney Bowes how rising energy costs are hitting consumers, business investment, and the broader economy. (Source: Bloomberg)

Bilal photos/iStock via Getty Images I always find it interesting how cyclical sectors can be. Lithium became a darling sector during the Biden administration but as supply flooded the market lithium prices came down and lithium stocks were cast aside to be shunned. Now it appears that lithium prices are on the up and up and with that, lithium stocks have recovered some. Lithium Recovery 2026 (Trading Economics) While I track and own many lithium stocks, one does jump out that comes off as a potential sleeper hit and that is Lithium Argentina ( LAR ). I could go into a long-winded history lesson on the company and how Lithium Americas ( LAC ) and LAR became to be out but frankly that is not important. The one thing is very important though and that is the company has an agreement (nudges "get this") with Chinese powerhouse Ganfeng Lithium ( GNENY ) where Ganfeng agreed to not buy them out... for a few years . Seriously, LAR made Ganfeng agree not to buy them back in Nov of 24'. Per the link above: The Company’s partner in the Caucharí-Olaroz project, GFL International Co. Ltd. (“Ganfeng”), has entered into a three year standstill agreement with Lithium Argentina pursuant to which Ganfeng has agreed that it will not, directly or indirectly, acquire or facilitate the acquisition of a controlling interest in the Company (subject to customary exceptions)." Why was this done? Simply put the property is under explored fully and the company is undervalued in my opinion. Ergo, LAR needed time to build up the property and optimize lithium production. Ganfeng wanted some of that action and thus has a controlling interest in the JV. This begs the question: should we buy them? Let's explore what is driving lithium demand first in our evaluation of this company. High Fuel Prices Push Electric Car Adoption While growth appears to be slow at best in North America, the growth in Asia and Europe is still moving at a rapid pace and this appears to be accelerating due to high fuel pri...

Dario Amodei, co-founder and chief executive officer of Anthropic, during the company's Builder Summit in Bengaluru, India, on Monday, Feb. 16, 2026. Samyukta Lakshmi | Bloomberg | Getty Images Anthropic on Wednesday announced it signed an agreement with Elon Musk's SpaceX to use all of the compute capacity at the company's Colossus 1 data center in Memphis, Tennessee. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.

Homeownership Fund is designed to provide more affordable path to ownership for middle-income Coloradans. Veteran Microsoft executive and Social Venture Partners leader joins Ownify to help scale equity-based homeownership across Colorado's Front Range Keith Kegley Technology Investor & Venture Philanthropist Frank Rohde CEO, Ownify SAN FRANCISCO and DENVER, May 06, 2026 (GLOBE NEWSWIRE) -- Ownify, the fractional homeownership platform rebuilding affordable housing access, today announced the la

While Amazon’s logistics push is weighing on UPS stock, investors may want to consider the company’s shareholder-friendly approach before writing it off.

【有線新聞】美國總統特朗普稱過去一天和伊朗的對話非常好，很大機會達成協議。 特朗普指美軍在伊朗的行動進展順利，伊朗局勢大致受控，重申伊朗非常渴望達成協議。中央司令部指美軍出動F-18戰機在阿曼灣再開火攔截一艘違反封鎖令的伊朗運油輪，聲稱這艘船無視警告，試圖駛往伊朗港口。 伊朗議長卡利巴夫指美國透過實施海上封鎖等試圖迫使德黑蘭投降，批評是錯誤決定。伊朗傳媒報道，革命衛隊已通知被困霍爾木茲海峽的商船，伊朗港口已預備好提供支援，又指若這些船遵守新指引，將可安全通行。

【有線新聞】尖沙咀有商廈單位起火，無人受傷。 單位不斷冒出白煙。清晨5時許，棉登徑一幢商業大廈有單位冒煙起火，消防派出一隊煙帽隊、開動一條喉將火救熄。至於起火原因有待調查。

J Studios/DigitalVision via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist PGIM Short Duration High Yield Opportunities Fund ( SDHY ) offers a relatively low-duration portfolio through investing in floating-rate securities and high-yield corporate bonds. During a period where we are likely to see rates remain elevated on the back of expected sticky inflation due to rising oil prices, that can make this fund a more appealing tactical choice. Additionally, while the fund's discount has narrowed a touch since our last update, it still remains at a discounted level. Though it is a slightly narrower discount level than we have historically seen, the better overall environment for short-duration focus can still make it an appealing choice for some investors. SDHY Basics 1-Year Z-score: -1.23. Discount/Premium: -7.85%. Distribution Yield: 8.06%. Expense Ratio: 1.37%. Leverage: 0%. Managed Assets: $430.5 million. Structure: Term (anticipated termination date: November 30, 2029). SDHY's investment objective is to "seek to provide total return, through a combination of current income and capital appreciation, by investing primarily in below-investment-grade fixed income instruments." They also target a "portfolio duration of three years or less and a weighted average maturity of five years or less." This fund was previously leveraged, but in the last semi-annual report, annual report, and as of the latest update on the fund's website, they have deleveraged entirely. SDHY Leverage (PGIM) However, instead of being deleveraged consistently, they appear to be more tactical in incorporating leverage. They had actually borrowed $100 million at some point during the latest semi-annual report, even though it was down to 0% on January 31, 2026, specifically. The Fund’s use of leverage contributed to results during the reporting period as the returns of the securities purchased exceeded the cost of borrowing. At the end of the period, the Fund had borrowed $100 ...

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Elon Musk’s SpaceX estimated a chip factory it plans to build along with Tesla Inc. will cost at least $55 billion, with total investment potentially exceeding the amount the rocket maker aims to raise from a record initial public offering. Bloomberg's George Ferguson joins Bloomberg Intelligence to discuss. (Source: Bloomberg)

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Komplete is a complete music production bundle even if you don’t spend $2,000. | Image: Native Instruments The latest version of Native Instruments' Komplete music production bundle is here with 62 new additions, including the wonderfully weird Absynth 6 . Komplete 26 comes in several flavors , starting with three $99 Select bundles : Beats, Band, and Electronic. Prices jump pretty steeply from there, with Standard costing $549, Ultimate costing $1,249, and the Collector's Edition priced at an eye-watering $1,949. You save some money if you're upgrading from Komplete 15 (and yes, they switched from sequential numbers to years for 2026), but upgrading the Collector's Edition will still set you back $399. Komplete 26 Standard should satisfy all but … Read the full story at The Verge.

全球债券价格大幅上涨，因伊朗表示正在评估美国提出的中东冲突结束方案，能源价格下跌、通胀预期缓和。 不过，在美国总统特朗普为市场预期降温后，涨幅收窄；尽管如此，德国、法国和英国2年期国债收益率收盘仍至少下跌11个基点。 英国国债表现优于其他市场，10年期收益率下跌12个基点，至4.94%；市场关注点转向周四的地方选举，预计执政的工党将遭遇重大失利。 市场： 德国10年期国债收益率下跌6个基点，报3.00%； 德国国债期货上涨85.00个点，报125.78%； 意大利10年期国债收益率 下跌12个基点，报3.75%； 意大利与德国国债利差收窄5个基点，报75个基点； 法国10年期国债收益率 下跌9个基点，报3.62%； 10年期英国国债收益率下跌12个基点，报4.94%。 责任编辑：李桐

Elon Musk's Tesla and SpaceX estimated their Terafab AI chip factory will cost $55 billion, but said it could be much higher.

The winger admitted using homophobic language towards Real Madrid's Vinicius Jr during a Champions League match in February.

Justin Sullivan/Getty Images News Gilead Sciences ( GILD ) is scheduled to announce Q1 earnings results on Thursday, May 7th, after market close. The consensus EPS Estimate is $1.91 (+5.5% Y/Y), and the consensus revenue estimate is $6.92B (+3.7% Y/Y). The biopharma firm closed its previous quarter with a double beat, although its 2026 EPS guidance was in the midpoint below consensus. Gilead said at the end of its last quarter that it expects a 2026 non-GAAP EPS of $8.45-$8.85 (midpoint $8.65). SA analyses ahead of the earnings have been largely cautious of the stock. Edmund Ingham noted that the company continues to rely heavily on its HIV division and has faced skepticism despite a recent $11B M&A spree targeting oncology and immunology. “I expect Q1 earnings to be somewhat underwhelming, with sluggish growth and minor IPR&D charges,” Ingham said. Another analysis by Daniel Schönberger suggests the recent acquisitions do not materially alter the investment thesis or valuation and “will take years to impact revenue.” Despite the watchful sentiment, investors can still look forward to relatively steady growth from the HIV franchise, which will enjoy patent protection into 2036. Over the last 2 years, GILD has beaten EPS estimates 100% of the time and has beaten revenue estimates 88% of the time. Over the last 3 months, EPS estimates have seen 4 upward revisions and 5 downward. Revenue estimates have seen 2 upward revisions and 5 downward. More on Gilead Sciences Gilead Sciences: Why I'm Tempted To Sell Ahead Of Q1 Earnings - But Won't Gilead Sciences Is Doubling Down On Acquisitions Gilead Sciences, Inc. (GILD) Discusses Proposed Acquisitions of Tubulis, Ouro and Arcellx and Strategic Pipeline Expansion Transcript Gilead Sciences snaps six straight sessions of losses Arcus halts Gilead-partnered late-stage trial for lung cancer drug

格隆汇5月7日｜据央视，由于美国对古巴长期的封锁制裁，古巴全国正在面临长时间停电与燃油短缺。据了解，为应对制裁封锁，古巴政府已在全国推进太阳能板的安装工作，可再生能源发电量已占全国发电量的约10%，较2024年的3.6%有所提升。不过目前太阳能板的普及范围依然有限，多数民众也无力负担相关费用。

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Demonstrators, angered by Russia’s inclusion at arts festival, shouted ‘Curated by Putin, dead bodies included’ The Russian pavilion at the Venice Biennale was forced to temporarily shutter its doors on the second day of the preview after the activist group Pussy Riot staged a chaotic protest against the country’s inclusion in the art festival. Wearing pink balaclavas, the protesters ran towards the Russian pavilion where they gathered outside and lit pink, blue and yellow flares while playing punk music and shouting slogans, including “Blood is Russia’s Art”. Continue reading...

"Data Centers Require Reliable And Predictable Energy": Riot Partners With Terrestrial Energy Riot platforms announced a collaboration with Terrestrial Energy to pair future data centers with co-located nuclear reactors . The two companies are evaluating deploying Terrestrial’s Integral Molten Salt Reactor (IMSR) plants to existing Riot facilities in Texas and Kentucky, as well as multiple other potential sites. The headline comes on the same morning as reactor development peer NANO Nuclear announced a strategic MOU with Supermicro… NANO Nuclear Soars On Strategic MOU With Supermicro For Powering AI Data Centers https://t.co/8evwYdhjZC — zerohedge (@zerohedge) May 6, 2026 Following deals that have been announced recently from hyperscalers like Meta, Amazon, Google, and Microsoft, data center developers are now being more vocal than ever about their needs for reliable energy . “ Our data centers require reliable and predictable energy at the scale demanded by today’s hyperscale customers ,” said Jason Les, CEO of Riot Platforms. “Partnering with Terrestrial Energy positions our facilities at the forefront of data center deployment, utilizing clean energy and benefitting both our customers and the communities we operate in. The consistent baseload of power required by data centers presents an ideal pairing for development alongside Terrestrial’s IMSR Plants.” The press release is notably lacking on any sort of timeline description for Terrestrial actually making any progress towards reactor construction. Terrestrial is significantly behind almost all of its market peers , including Oklo and NANO Nuclear. Oklo has made significant progress with constructing a sodium-cooled reactor at INL with the potential to take the reactor critical as early as this summer. NANO Nuclear has begun early site work and recently submitted a construction permit application to the NRC for deployment of their KRONOS reactor in Illinois. Terrestrial only has some recent document approvals fr...

Anthropic PBC has signed an agreement with Elon Musk ’s SpaceX to bolster its computing resources and meet surging demand for its Claude artificial intelligence software. Anthropic plans to access more than 300 megawatts of computing capacity from a large SpaceX data center in Memphis known as Colossus 1, the companies said on Wednesday. Anthropic said the partnership would “substantially” increase its computing resources and enable it to raise usage limits for its AI products. Terms of the deal were not disclosed. The arrangement brings together two competitors in the race to develop more advanced AI systems. Anthropic has seen demand for its AI products surge in recent months as more customers flock to use its tools to streamline the process of coding and other tasks. In addition to SpaceX, Anthropic has also tapped Alphabet Inc. ’s Google for chips and cloud services. Though Musk’s xAI is behind on coding, the AI startup – now part of SpaceX – has been ahead of some in building data centers and stockpiling Nvidia Corp. chips. XAI’s computing deals could position the company as an infrastructure provider and drive up revenue as SpaceX prepares to go public. Musk’s company previously agreed to provide some of its computing resources to AI coding startup Cursor as part of a deal that would see both firms collaborate. XAI has been building data centers in Tennessee and Mississippi, and has raised capital to rent the chips for the facilities. SpaceX also recently estimated in a local filing that a chip factory it plans to build along with Tesla Inc. will cost at least $55 billion. The “next-generation, vertically integrated semiconductor manufacturing and advanced computing fabrication facility” may be located in Grimes County, Texas, according to a public notice. The estimated total capital investment could rise to $119 billion if additional phases of the project are completed. As part of the new agreement, Anthropic said it has also “expressed interest in partnering...

halbergman/iStock via Getty Images As the Middle East tension remains intense, oil prices continue to soar above $100 per barrel. While this can be alarming for various industries, US oil producers are digging and producing gems. Things are more interesting in large, established, and strategically positioned players like Occidental Petroleum Corporation ( OXY ). Even so, OXY stays attractive at its price as valuation shows huge upside potential. Technicals adhere to it as bullish signals strengthen. OXY Q1 2026: A Strategic Start The oil and gas sector has seen sharp price swings amid intense and volatile market and geopolitical conditions across different parts of the world. Yet, many players like Occidental Petroleum Corporation remain strong as they refocus on what they do best and what the market needs more. We have seen this in its most recent performance. In Q1 2026, its operating revenue amounted to $5.23B , short of the consensus estimate of $5.67B. This was also a decrease of 8.24% YoY from $5.70B. Various factors contributed to this. One was the lower oil price in January and the first half of February, which affected its oil sales. You can see its lower net realized price of oil. Second was the decreasing natural gas price. Third, and most importantly, was the sale of international parts of its chemical operations through OxyChem. This was aimed at reducing its debt from the Anadarko acquisition years before. Realized Prices (OXY Q1) Even so, its production became a bit more robust during the quarter. And I think we can attribute this to the sudden price spikes in March. Oil production in domestic and international markets both increased YoY and QoQ. And I think this trend will continue this quarter as oil prices further rise to above $100 per barrel amid the war and the Strait of Hormuz blockade. Production Volume (OXY Q1) Meanwhile, the operating costs and expenses increased at a manageable rate despite stubborn inflation and skyrocketing oil prices in ...

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格隆汇5月7日｜锡连续主力合约日内涨5%，现报425160.00元。

J Studios/DigitalVision via Getty Images The Western Asset High Income Fund II ( HIX ) is a closed-end fund that investors who are in search of a high level of current income from their portfolios might turn to in an effort to achieve their goals. At first glance, the fund appears to be an excellent choice for anyone who is in pursuit of income as it boasts a substantial 14.74% current yield, which is far higher than just about any index fund and nearly any other closed-end fund delivers. In addition to this, the Western Asset High Income Fund II has maintained its distribution at the current level since early 2020 and the most recent change to the distribution was an increase, so it has proven itself to be a reliable provider of income for quite some time. Unfortunately, though, the fund’s distribution has actually gone down in real terms due to the persistent inflation that the economy has suffered since early 2020, and the fund has been failing to cover its distribution for a while now. As a result, its total returns have been far less than those of funds with lower yields. As one of the most important tasks for an income investor is to preserve their wealth, the persistent net asset value destruction here is very undesirable, even though it does result in greater current income. About The Western Asset High Income Fund II The website for the Western Asset High Income Fund II states that the fund has the primary objective of providing its shareholders with a high level of current income. This makes sense given the fund’s strategy, which the website describes thusly: [The Fund] offers a leveraged portfolio of high-yield corporate debt securities from both the U.S. and non-U.S. corporations, with strategic allocations to emerging markets and derivatives. This description is clearly that of a junk bond fund, although this fund is not one that is limited only to investing in the United States. Rather, it can include both American and foreign security exposure, which ...

Advanced Micro Devices (AMD) reported solid results and an upbeat outlook but further outperformance

Earnings Call Insights: Reynolds Consumer Products (REYN) Q1 2026 Management View "Our strong first quarter results reflect our team's consistent execution across the entire organization" and "with 7% revenue growth, we outperformed our categories by two points and gained share across the majority of our portfolio" (President, CEO & Director Scott Huckins). "The private label bid losses we discussed in February impacted our Q1 results as expected, representing roughly a 3-point headwind" and "we made strong progress during our spring resets with net distribution wins across key categories" (President, CEO & Director Huckins). "Beginning January 1, we realigned our operating segments" by creating "Hefty Waste and Clean-Up" and "Hefty Storage and Organization," while renaming Reynolds Cooking & Baking to "Reynolds Cooking & Kitchen Essentials" and Hefty Tableware to "Hefty Home and Tableware" (President, CEO & Director Huckins). "In our Reynolds Cooking and Kitchen Essentials business, we continue to gain share in both parchment and foil" with "parchment volumes outperforming the category by 10 points and foil volumes outperformed the category by four points" (President, CEO & Director Huckins). "We delivered net revenues of $877 million" and "adjusted EBITDA of $131 million" (Chief Financial Officer Nathan Lowe). Outlook "We are reiterating our full year '26 net revenue outlook of minus 3% to plus 1% compared to 2025 net revenues of $3.7 billion" (Chief Financial Officer Lowe). "We continue to expect net income and adjusted net income to be $331 million to $343 million" and "full year EPS and Adjusted EPS to be $1.57 to $1.63" (Chief Financial Officer Lowe). "Second quarter 2026 net revenues are expected to be minus 2% to plus 1% compared to second quarter 2025 net revenues of $938 million" and "earnings per share and adjusted earnings per share in a range of $0.39 to $0.43" (Chief Financial Officer Lowe). Compared with the prior quarter’s positioning, management aga...